Add partner_default_properties addon with default fiscal position and payment terms for new customers

partner_default_properties/__init__.py

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+# -*- coding: utf-8 -*-
+from . import models

partner_default_properties/__manifest__.py

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+# -*- coding: utf-8 -*-
+{
+    'name': 'Partner Default Properties',
+    'version': '16.0.1.0.0',
+    'summary': 'Set company-wide defaults for fiscal position and payment terms on new customers',
+    'category': 'Accounting',
+    'author': 'Van Bernaert',
+    'depends': ['base', 'account', 'sale'],
+    'data': [
+        'views/res_config_settings_views.xml',
+    ],
+    'installable': True,
+    'auto_install': False,
+    'license': 'LGPL-3',
+}

partner_default_properties/models/__init__.py

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+# -*- coding: utf-8 -*-
+from . import res_config_settings
+from . import res_partner

partner_default_properties/models/res_config_settings.py

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+# -*- coding: utf-8 -*-
+from odoo import fields, models
+
+PARAM_FISCAL_POSITION = 'partner_default_properties.fiscal_position_id'
+PARAM_PAYMENT_TERM = 'partner_default_properties.payment_term_id'
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = 'res.config.settings'
+
+    customer_fiscal_position_id = fields.Many2one(
+        comodel_name='account.fiscal.position',
+        string='Default Fiscal Position',
+        compute='_compute_customer_fiscal_position_id',
+        inverse='_set_customer_fiscal_position_id',
+    )
+    customer_payment_term_id = fields.Many2one(
+        comodel_name='account.payment.term',
+        string='Default Payment Terms',
+        compute='_compute_customer_payment_term_id',
+        inverse='_set_customer_payment_term_id',
+    )
+
+    def _compute_customer_fiscal_position_id(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        param = ICP.get_param(PARAM_FISCAL_POSITION)
+        for rec in self:
+            rec.customer_fiscal_position_id = int(param) if param else False
+
+    def _set_customer_fiscal_position_id(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        for rec in self:
+            ICP.set_param(PARAM_FISCAL_POSITION, rec.customer_fiscal_position_id.id or False)
+
+    def _compute_customer_payment_term_id(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        param = ICP.get_param(PARAM_PAYMENT_TERM)
+        for rec in self:
+            rec.customer_payment_term_id = int(param) if param else False
+
+    def _set_customer_payment_term_id(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        for rec in self:
+            ICP.set_param(PARAM_PAYMENT_TERM, rec.customer_payment_term_id.id or False)

partner_default_properties/models/res_partner.py

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+# -*- coding: utf-8 -*-
+from odoo import models
+from .res_config_settings import PARAM_FISCAL_POSITION, PARAM_PAYMENT_TERM
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        ICP = self.env['ir.config_parameter'].sudo()
+
+        fp_id = ICP.get_param(PARAM_FISCAL_POSITION)
+        if fp_id:
+            res['property_account_position_id'] = int(fp_id)
+
+        pt_id = ICP.get_param(PARAM_PAYMENT_TERM)
+        if pt_id:
+            res['property_payment_term_id'] = int(pt_id)
+
+        return res

partner_default_properties/views/res_config_settings_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="res_config_settings_view_form_inherit_partner_defaults" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.inherit.partner.defaults</field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="sale.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[@data-key='sale_management']" position="inside">
+                <h2 class="mt32">Default Customer Properties</h2>
+                <div class="row mt16 o_settings_container">
+                    <div class="col-12 col-lg-6 o_setting_box">
+                        <div class="o_setting_left_pane"/>
+                        <div class="o_setting_right_pane">
+                            <span class="o_form_label">Default Fiscal Position</span>
+                            <span class="fa fa-lg fa-building-o"
+                                  title="Values set here are company-specific."
+                                  aria-label="Values set here are company-specific."
+                                  groups="base.group_multi_company"
+                                  role="img"/>
+                            <div class="text-muted">
+                                Applied automatically to new customers
+                            </div>
+                            <div class="content-group mt8">
+                                <field name="customer_fiscal_position_id"/>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="col-12 col-lg-6 o_setting_box">
+                        <div class="o_setting_left_pane"/>
+                        <div class="o_setting_right_pane">
+                            <span class="o_form_label">Default Payment Terms</span>
+                            <span class="fa fa-lg fa-building-o"
+                                  title="Values set here are company-specific."
+                                  aria-label="Values set here are company-specific."
+                                  groups="base.group_multi_company"
+                                  role="img"/>
+                            <div class="text-muted">
+                                Applied automatically to new customers
+                            </div>
+                            <div class="content-group mt8">
+                                <field name="customer_payment_term_id"/>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </xpath>
+        </field>
+    </record>
+</odoo>