account_fiscal_position_vat_check: warning banner

A yellow warning banner is now displayed on the partner form view when
the fiscal position requires a VAT number and the VAT number is missing.
This banner replaces the warning message triggered by the onchange.

Improve README of the module with v14 screenshots.

account_fiscal_position_vat_check/__manifest__.py

@@ -13,6 +13,7 @@
     "depends": ["account", "base_vat"],
     "data": [
         "views/account_fiscal_position.xml",
+        "views/res_partner.xml",
     ],
     "installable": True,
 }

account_fiscal_position_vat_check/models/partner.py

@@ -1,28 +1,23 @@
-# Copyright 2013-2020 Akretion France (https://akretion.com/)
+# Copyright 2013-2022 Akretion France (https://akretion.com/)
 # @author: Alexis de Lattre <alexis.delattre@akretion.com>
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
-from odoo import _, api, models
+from odoo import api, fields, models
 
 
 class ResPartner(models.Model):
     _inherit = "res.partner"
 
-    @api.onchange("property_account_position_id")
-    def fiscal_position_change(self):
-        """Warning if the fiscal position requires a VAT number and the
-        partner doesn't have one yet"""
-        fp = self.property_account_position_id
-        if fp.vat_required and not self.vat:
-            return {
-                "warning": {
-                    "title": _("Missing VAT number:"),
-                    "message": _(
-                        "You have set the fiscal position '%s' "
-                        "that require customers to have a VAT number. "
-                        "If you plan to use this partner as a customer, you "
-                        "should add its VAT number."
-                    )
-                    % fp.display_name,
-                }
-            }
+    show_warning_vat_required = fields.Boolean(
+        compute="_compute_show_warning_vat_required"
+    )
+
+    @api.depends("property_account_position_id", "vat")
+    @api.depends_context("company")
+    def _compute_show_warning_vat_required(self):
+        for partner in self:
+            show = False
+            fp = partner.property_account_position_id
+            if fp and fp.vat_required and not partner.vat:
+                show = True
+            partner.show_warning_vat_required = show

account_fiscal_position_vat_check/readme/CONFIGURE.rst

@@ -1,3 +1,6 @@
 To configure this module, go to the menu *Invoicing > Configuration > Accounting
 > Fiscal Positions* and enable the option **VAT Required** on the relevant
 fiscal positions.
+
+.. figure:: static/description/fiscal_position_form.png
+   :alt: Fiscal Position form view

account_fiscal_position_vat_check/readme/DESCRIPTION.rst

@@ -2,6 +2,9 @@ With this module, when a user tries to validate a customer invoice or refund
 with a fiscal position that requires VAT, Odoo blocks the validation of the invoice
 if the customer doesn't have a VAT number in Odoo.
 
+.. figure:: static/description/vat_check_invoice_validation.png
+   :alt: Error upon customer invoice validation
+
 In the European Union (EU), when an EU company sends an invoice to
 another EU company in another country, it can invoice without VAT
 (most of the time) but the VAT number of the customer must be displayed

account_fiscal_position_vat_check/readme/USAGE.rst

@@ -1,3 +1,6 @@
-On the partner form view, Odoo will display a warning when a user sets
-a fiscal position that has the option **VAT Required** on a partner
-that doesn't have a VAT number yet.
+On the partner form view, Odoo will display a yellow warning banner
+when the partner has a fiscal position that has the option **VAT Required**
+but its VAT number is not set.
+
+.. figure:: static/description/warning_banner_vat_required.png
+   :alt: Warning Banner on partner form view

account_fiscal_position_vat_check/views/res_partner.xml

@@ -0,0 +1,36 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2022 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+
+    <record id="view_partner_property_form" model="ir.ui.view">
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="account.view_partner_property_form" />
+        <field
+            name="groups_id"
+            eval="[(4, ref('account.group_account_invoice')), (4, ref('account.group_account_readonly'))]"
+        />
+        <field name="arch" type="xml">
+            <div role="alert" position="after">
+                <div
+                    class="alert alert-warning"
+                    role="alert"
+                    attrs="{'invisible': [('show_warning_vat_required', '=', False)]}"
+                >
+                <b>Missing VAT number</b>: this partner has the fiscal position <em
+                    ><field
+                            name="property_account_position_id"
+                            readonly="1"
+                        /></em> that require to know the VAT number of the partner.
+                </div>
+            </div>
+            <group name="fiscal_information" position="inside">
+                <field name="show_warning_vat_required" invisible="1" />
+            </group>
+        </field>
+    </record>
+
+</odoo>