Th qt correction

modules/purchase_trade/docs/template-properties.md

@@ -1,8 +1,8 @@
 # Template Properties - Purchase Trade
 
 Statut: `draft`
-Version: `v0.1`
-Derniere mise a jour: `2026-03-27`
+Version: `v0.2`
+Derniere mise a jour: `2026-04-07`
 
 ## 1) Objectif
 
@@ -200,6 +200,81 @@ Source code: `modules/purchase_trade/invoice.py`
   - Usage: devise du `FREIGHT VALUE`
   - Source de verite: devise du fee `Maritime freight`, fallback devise facture
 
+### Payment order
+
+- `report_payment_order_short_name`
+  - Usage: nom court emetteur du payment order
+  - Source de verite: `invoice.company.party.rec_name`
+
+- `report_payment_order_document_reference`
+  - Usage: reference du document payment order
+  - Source de verite: `invoice.number`, fallback `invoice.reference`
+
+- `report_payment_order_from_account_nb`
+  - Usage: compte bancaire emetteur
+  - Source de verite: premier `bank.account` de la societe
+
+- `report_payment_order_to_bank_name`
+  - Usage: banque destinataire
+  - Source de verite: banque du premier compte bancaire du partenaire facture
+
+- `report_payment_order_to_bank_city`
+  - Usage: ville banque destinataire
+  - Source de verite: adresse de la banque destinataire
+
+- `report_payment_order_amount`
+  - Usage: montant payment order
+  - Source de verite: `invoice.total_amount`
+
+- `report_payment_order_currency_code`
+  - Usage: devise payment order
+  - Source de verite: `invoice.currency` (`code`, fallback `rec_name/symbol`)
+
+- `report_payment_order_amount_text`
+  - Usage: montant en lettres
+  - Source de verite: conversion `amount_to_currency_words(invoice.total_amount)`
+
+- `report_payment_order_value_date`
+  - Usage: date valeur
+  - Source de verite: `invoice.payment_term_date`, fallback `invoice.invoice_date`
+
+- `report_payment_order_company_address`
+  - Usage: bloc beneficiaire
+  - Source de verite: `invoice.invoice_address.full_address`, fallback
+    `invoice.report_address`
+
+- `report_payment_order_beneficiary_account_nb`
+  - Usage: compte beneficiaire
+  - Source de verite: premier compte bancaire du `invoice.party`
+
+- `report_payment_order_beneficiary_bank_name`
+  - Usage: banque beneficiaire
+  - Source de verite: banque du compte beneficiaire
+
+- `report_payment_order_beneficiary_bank_city`
+  - Usage: ville banque beneficiaire
+  - Source de verite: adresse banque beneficiaire
+
+- `report_payment_order_swift_code`
+  - Usage: swift/bic beneficiaire
+  - Source de verite: `bank.bic`
+
+- `report_payment_order_other_instructions`
+  - Usage: instructions complementaires
+  - Source de verite: `invoice.description`
+
+- `report_payment_order_reference`
+  - Usage: reference business de paiement
+  - Source de verite: `invoice.reference`, fallback `invoice.number`
+
+- `report_payment_order_current_user`
+  - Usage: signataire payment order
+  - Source de verite: utilisateur courant (`res.user`)
+
+- `report_payment_order_current_user_email`
+  - Usage: email retour swift
+  - Source de verite: contact email du `party` utilisateur, fallback `user.email`
+
 ## 5) Proprietes disponibles sur `account.invoice.line`
 
 Source code: `modules/purchase_trade/invoice.py`

modules/purchase_trade/docs/template-rules.md

@@ -1,8 +1,8 @@
 # Template Rules - Purchase Trade
 
 Statut: `draft`
-Version: `v0.3`
-Derniere mise a jour: `2026-04-02`
+Version: `v0.4`
+Derniere mise a jour: `2026-04-07`
 
 ## 1) Scope
 
@@ -167,11 +167,48 @@ Derniere mise a jour: `2026-04-02`
   - numero du certificat: `shipment.bl_number`, sinon `shipment.number`
   - `insured for account of`: client de la premiere ligne metier retrouvee via
     lot physique, sinon `shipment.supplier`
-  - `surveyor`: `shipment.controller`, sinon fournisseur du fee `Insurance`
+  - `surveyor`: `shipment.surveyor`, sinon `shipment.controller`, sinon
+    fournisseur du fee `Insurance`
   - lieu/date d'emission: ville de la societe + date du jour
 - Si une source differente est decidee plus tard, corriger la propriete Python
   plutot que complexifier `insurance.fodt`
 
+### TR-017 - `payment_order.fodt` doit utiliser des proprietes `report_payment_order_*`
+
+- Pour `modules/account_invoice/payment_order.fodt`, ne pas utiliser des
+  placeholders externes legacy (tokens metier entre `<...>` du systeme source).
+- Tous les placeholders du template doivent pointer vers des proprietes Python
+  stables exposees sur `account.invoice`:
+  - `report_payment_order_document_reference`
+  - `report_payment_order_from_account_nb`
+  - `report_payment_order_to_bank_name`
+  - `report_payment_order_to_bank_city`
+  - `report_payment_order_amount`
+  - `report_payment_order_currency_code`
+  - `report_payment_order_amount_text`
+  - `report_payment_order_value_date`
+  - `report_payment_order_company_address`
+  - `report_payment_order_beneficiary_account_nb`
+  - `report_payment_order_beneficiary_bank_name`
+  - `report_payment_order_beneficiary_bank_city`
+  - `report_payment_order_swift_code`
+  - `report_payment_order_other_instructions`
+  - `report_payment_order_reference`
+  - `report_payment_order_current_user`
+  - `report_payment_order_current_user_email`
+- Eviter les marqueurs conditionnels heredites de l'ancien moteur (`++...`):
+  privilegier des placeholders simples avec fallback `or ''`.
+
+### TR-018 - Un template configure n'apparait dans le form que si une action report existe
+
+- Ajouter un champ dans `Document Templates` ne suffit pas a rendre un
+  template imprimable depuis la fiche.
+- Pour afficher l'entree dans `account.invoice`, il faut aussi:
+  - un `ir.action.report` sur `model = account.invoice`
+  - un `ir.action.keyword` `form_print` lie a cette action
+- Appliquer cette regle pour `Payment Order` comme pour `Invoice`,
+  `Prepayment` et `CN/DN`.
+
 ### TR-007 - Pour une facture trade, privilegier le lot physique comme chemin de navigation
 
 - Pour remonter d'une facture vers des donnees logistiques ou metier, ne pas dupliquer de chemins differents selon achat/vente.