add billing entity docs

ref #60

.env.example

@@ -60,4 +60,9 @@ SERVALA_KEYCLOAK_SERVER_URL=''
 # SERVALA_S3_SIGNATURE_VERSION='s3v4'
 
 # Configuration for Sentry error reporting
-SERVALA_SENTRY_DSN=''
+SERVALA_SENTRY_DSN=''
+
+SERVALA_ODOO_DB=''
+SERVALA_ODOO_URL=''
+SERVALA_ODOO_USERNAME=''
+SERVALA_ODOO_PASSWORD=''

README.md

@@ -129,6 +129,7 @@ uv run --env-file=.env src/manage.py COMMAND
 Useful commands:
 
 - ``migrate``: Make sure database migrations are applied.
+- ``check --deploy``: Runs checks, e.g. for missing or mismatched configuration, including custom servala configuration.
 - ``showmigrations``: Show current database migrations status. Good for debugging.
 - ``runserver``: Run development server
 - ``clearsessions``: Clear away expired user sessions. Recommended to run regularly, e.g. weekly or monthly (doesn’t

docs/modules/ROOT/nav.adoc

@@ -4,6 +4,7 @@
 * xref:web-portal.adoc[]
 ** xref:web-portal-admin.adoc[Admin]
 ** xref:web-portal-controlplanes.adoc[Control-Planes]
+** xref:web-portal-billingentity.adoc[Billing Entities]
 
 * xref:web-portal-planning.adoc[]
 ** xref:user-stories.adoc[]

docs/modules/ROOT/pages/web-portal-billingentity.adoc

@@ -0,0 +1,26 @@
+= Web Portal Billing Entities
+
+Billing entities are used to connect an invoice address in Odoo to an organization in Servala.
+
+When creating a new organization, the billing information is required to be added.
+
+== Existing Billing Address
+
+With the email address of the currently logged-in user, Odoo is searched for existing `res.partner` records and presented in the dropdown.
+
+Search is done this way:
+
+* `res.partner` records created by a matching Odoo user.
+* User email matches an invoice address or contact address
+
+== New Billing Address
+
+When choosing to add a new billing address, two new records are created in the Odoo `res.partner` model:
+
+* A record with the field `company_type = company`
+* A record with the following field configuration:
+** `company_type = person`
+** `type = invoice`
+** `parent_id = company_id`
+
+The resulting database IDs are stored in the Servala portal database for referencing the records in Odoo.

pyproject.toml

@@ -3,11 +3,11 @@ name = "servala"
 version = "0.0.0"
 description = "Servala portal server and frontend"
 readme = "README.md"
-requires-python = ">=3.13.4"
+requires-python = ">=3.13.3"
 dependencies = [
     "argon2-cffi>=25.1.0",
     "cryptography>=45.0.3",
-    "django==5.2.2",
+    "django==5.2.1",
     "django-allauth>=65.9.0",
     "django-fernet-encrypted-fields>=0.3.0",
     "django-scopes>=2.0.0",

src/servala/core/apps.py

@@ -4,3 +4,6 @@ from django.apps import AppConfig
 class CoreConfig(AppConfig):
     default_auto_field = "django.db.models.BigAutoField"
     name = "servala.core"
+
+    def ready(self):
+        import servala.core.checks  # noqa

src/servala/core/checks.py

@@ -0,0 +1,86 @@
+from django.conf import settings
+from django.core.checks import ERROR, WARNING, CheckMessage, register
+
+
+@register()
+def check_servala_settings(app_configs, **kwargs):
+    """Checks all settings that should be present in all environments."""
+    if app_configs:
+        # Don’t run if we’re meant to only test individual apps
+        return []
+
+    errors = []
+    required_fields = ("URL", "DB", "USERNAME", "PASSWORD")
+    missing_fields = [
+        field for field in required_fields if not settings.ODOO.get(field)
+    ]
+    if missing_fields:
+        fields = ", ".join(missing_fields)
+        errors.append(
+            CheckMessage(
+                level=WARNING if settings.DEBUG else ERROR,
+                msg=f"Missing Odoo config: {fields}",
+                hint="Make sure you set the required SERVALA_ODOO_* settings.",
+                id="servala.E001",
+            )
+        )
+    oidc_config = settings.SOCIALACCOUNT_PROVIDERS["openid_connect"]["APPS"][0]
+    missing_fields = [
+        field for field in ("client_id", "secret") if not oidc_config.get(field)
+    ]
+    if not oidc_config["settings"]["server_url"]:
+        missing_fields.append("server_url")
+    if missing_fields:
+        fields = ", ".join(
+            [f"SERVALA_KEYCLOAK_{field.upper()}" for field in missing_fields]
+        )
+        errors.append(
+            CheckMessage(
+                level=WARNING if settings.DEBUG else ERROR,
+                msg=f"Missing Keycloak config: {fields}",
+                id="servala.E002",
+            )
+        )
+
+    if settings.SERVALA_ENVIRONMENT not in ("development", "staging", "production"):
+        errors.append(
+            CheckMessage(
+                level=ERROR,
+                msg=f"Invalid environment {settings.SERVALA_ENVIRONMENT}",
+                hint="Must be one of development, staging, production.",
+                id="servala.E003",
+            )
+        )
+
+    return errors
+
+
+@register(deploy=True)
+def check_servala_production_settings(app_configs, **kwargs):
+    if app_configs:
+        # Don’t run if we’re meant to only test individual apps
+        return []
+
+    errors = []
+    if settings.SERVALA_ENVIRONMENT == "development":
+        errors.append(
+            CheckMessage(
+                level=ERROR,
+                msg="Environment is set to 'development'.",
+                id="servala.E004",
+            )
+        )
+    if "insecure" in settings.SECRET_KEY:
+        errors.append(
+            CheckMessage(
+                level=ERROR, msg="Secret key contains 'insecure'.", id="servala.E005"
+            )
+        )
+    if settings.EMAIL_USE_SSL and settings.EMAIL_USE_TLS:
+        errors.append(
+            CheckMessage(
+                level=WARNING,
+                msg="Use either SSL or TLS in email config, not both!",
+                id="servala.W001",
+            )
+        )

src/servala/core/migrations/0004_billingentity_odoo_fields.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.2 on 2025-05-26 05:08
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("core", "0003_alter_organization_namespace"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="billingentity",
+            name="odoo_company_id",
+            field=models.IntegerField(null=True),
+        ),
+        migrations.AddField(
+            model_name="billingentity",
+            name="odoo_invoice_id",
+            field=models.IntegerField(null=True),
+        ),
+    ]

src/servala/core/models/organization.py

@@ -1,7 +1,7 @@
 import rules
 import urlman
 from django.conf import settings
-from django.db import models
+from django.db import models, transaction
 from django.utils.functional import cached_property
 from django.utils.text import slugify
 from django.utils.translation import gettext_lazy as _
@@ -9,6 +9,7 @@ from django_scopes import ScopedManager, scopes_disabled
 
 from servala.core import rules as perms
 from servala.core.models.mixins import ServalaModelMixin
+from servala.core.odoo import CLIENT
 
 
 class Organization(ServalaModelMixin, models.Model):
@@ -110,6 +111,13 @@ class BillingEntity(ServalaModelMixin, models.Model):
         max_length=100, blank=True, verbose_name=_("ERP reference")
     )
 
+    # Odoo IDs are nullable for creation, should never be null in practice
+    # The company ID points at a record of type res.partner with company_type=company
+    # The invoice ID points at a record of type res.partner with company_type=person,
+    # type=invoice, parent_id=company_id (the invoice address).
+    odoo_company_id = models.IntegerField(null=True)
+    odoo_invoice_id = models.IntegerField(null=True)
+
     class Meta:
         verbose_name = _("Billing entity")
         verbose_name_plural = _("Billing entities")
@@ -117,6 +125,131 @@ class BillingEntity(ServalaModelMixin, models.Model):
     def __str__(self):
         return self.name
 
+    @classmethod
+    @transaction.atomic
+    def create_from_data(cls, name, odoo_data):
+        """
+        Creates a BillingEntity and corresponding Odoo records.
+
+        This method creates a `res.partner` record in Odoo with `company_type='company'`
+        for the main company, and another `res.partner` record with `company_type='person'`
+        and `type='invoice'` (linked via `parent_id` to the first record) for the
+        invoice address. The IDs of these Odoo records are stored in the BillingEntity.
+
+        Args:
+            odoo_data (dict): A dictionary containing the data for creating
+                              the BillingEntity and Odoo records.
+
+        Expected keys in `odoo_data`:
+            - `invoice_street` (str): Street for the invoice address.
+            - `invoice_street2` (str): Second line of street address for the invoice address.
+            - `invoice_city` (str): City for the invoice address.
+            - `invoice_zip` (str): ZIP/Postal code for the invoice address.
+            - `invoice_country` (int): Odoo `res.country` ID for the invoice address country.
+            - `invoice_email` (str): Email address for the invoice contact.
+            - `invoice_phone` (str): Phone number for the invoice contact.
+        """
+        instance = cls.objects.create(name=name)
+        company_payload = {
+            "name": odoo_data.get("company_name", name),
+            "company_type": "company",
+        }
+        company_id = CLIENT.execute("res.partner", "create", [company_payload])
+        instance.odoo_company_id = company_id
+
+        invoice_address_payload = {
+            "name": name,
+            "company_type": "person",
+            "type": "invoice",
+            "parent_id": company_id,
+        }
+        invoice_optional_fields = {
+            "street": odoo_data.get("invoice_street"),
+            "street2": odoo_data.get("invoice_street2"),
+            "city": odoo_data.get("invoice_city"),
+            "zip": odoo_data.get("invoice_zip"),
+            "country_id": odoo_data.get("invoice_country"),
+            "email": odoo_data.get("invoice_email"),
+        }
+        invoice_address_payload.update(
+            {k: v for k, v in invoice_optional_fields.items() if v is not None}
+        )
+
+        invoice_address_id = CLIENT.execute(
+            "res.partner", "create", [invoice_address_payload]
+        )
+        instance.odoo_invoice_id = invoice_address_id
+
+        instance.save(update_fields=["odoo_company_id", "odoo_invoice_id"])
+        return instance
+
+    @classmethod
+    @transaction.atomic
+    def create_from_id(cls, name, odoo_id):
+        parent_data = CLIENT.search_read(
+            model="res.partner",
+            domain=[["id", "=", odoo_id]],
+            fields=["parent_id"],
+            limit=1,
+        )
+        # Data validation: If the data is not as expected, we just return None,
+        # rather than raising an exception, for now.
+        if not parent_data:
+            return
+        if not (parent_info := parent_data[0].get("parent_id")):
+            return
+        if not isinstance(parent_info, (list, tuple)) or not len(parent_info) > 0:
+            # parent_info is a tuple of the parent’s ID and name
+            return
+
+        instance = cls.objects.create(
+            name=name, odoo_invoice_id=odoo_id, odoo_company_id=parent_info[0]
+        )
+        return instance
+
+    @cached_property
+    def odoo_data(self):
+        data = {
+            "company": None,
+            "invoice_address": None,
+        }
+
+        company_fields = ["name", "company_type"]
+        invoice_address_fields = [
+            "name",
+            "company_type",
+            "type",
+            "parent_id",
+            "street",
+            "street2",
+            "city",
+            "zip",
+            "country_id",
+            "email",
+        ]
+
+        if self.odoo_company_id:
+            company_records = CLIENT.search_read(
+                model="res.partner",
+                domain=[["id", "=", self.odoo_company_id]],
+                fields=company_fields,
+                limit=1,
+            )
+            if company_records:
+                data["company"] = company_records[0]
+
+        if self.odoo_invoice_id:
+            invoice_address_records = CLIENT.search_read(
+                model="res.partner",
+                domain=[["id", "=", self.odoo_invoice_id]],
+                fields=invoice_address_fields,
+                limit=1,
+            )
+            if invoice_address_records:
+                data["invoice_address"] = invoice_address_records[0]
+
+        return data
+
 
 class OrganizationOrigin(ServalaModelMixin, models.Model):
     """

src/servala/core/models/user.py

@@ -6,7 +6,8 @@ from django.contrib.auth.models import (
 from django.db import models
 from django.utils.translation import gettext_lazy as _
 
-from .mixins import ServalaModelMixin
+from servala.core import odoo
+from servala.core.models.mixins import ServalaModelMixin
 
 
 class UserManager(BaseUserManager):
@@ -73,3 +74,22 @@ class User(ServalaModelMixin, PermissionsMixin, AbstractBaseUser):
 
     def normalize_username(self, username):
         return super().normalize_username(username).strip().lower()
+
+    def get_odoo_contact(self, organization):
+        if (
+            not organization.billing_entity
+            or not organization.billing_entity.odoo_company_id
+        ):
+            return
+        result = odoo.CLIENT.search_read(
+            model="res.partner",
+            domain=[
+                ("company_type", "=", "person"),
+                ("type", "=", "contact"),
+                ("email", "ilike", self.email),
+                ("parent_id", "=", organization.billing_entity.odoo_company_id),
+            ],
+            fields=odoo.ADDRESS_FIELDS,
+        )
+        if result:
+            return result[0]

src/servala/core/odoo.py

@@ -0,0 +1,173 @@
+import xmlrpc.client
+
+from django.conf import settings
+
+ADDRESS_FIELDS = [
+    "id",
+    "name",
+    "street",
+    "street2",
+    "city",
+    "zip",
+    "state_id",
+    "country_id",
+    "email",
+    "phone",
+    "vat",
+    "company_type",
+    "type",
+]
+
+
+class OdooClient:
+    def __init__(self):
+        self.url = settings.ODOO["URL"]
+        self.db = settings.ODOO["DB"]
+        self.username = settings.ODOO["USERNAME"]
+        self.password = settings.ODOO["PASSWORD"]
+
+        self.common_proxy = None
+        self.models_proxy = None
+        self.uid = None
+
+    def _connect(self):
+        """This method is called on the first client request, not on instantiation,
+        so that we can instantiate the client on startup and reuse it across the entire
+        application."""
+        try:
+            self.common_proxy = xmlrpc.client.ServerProxy(f"{self.url}/xmlrpc/2/common")
+            self.uid = self.common_proxy.authenticate(
+                self.db, self.username, self.password, {}
+            )
+
+            if not self.uid:
+                raise Exception("Authentication failed with Odoo: No UID returned.")
+
+            self.models_proxy = xmlrpc.client.ServerProxy(f"{self.url}/xmlrpc/2/object")
+
+        except xmlrpc.client.Fault as e:
+            raise Exception(
+                f"Odoo XML-RPC Fault during connection: {e.faultString}"
+            ) from e
+        except ConnectionRefusedError as e:
+            raise Exception(
+                f"Could not connect to Odoo at {self.url}. Connection refused."
+            ) from e
+        except Exception as e:
+            raise Exception(
+                f"An error occurred while connecting to Odoo: {str(e)}"
+            ) from e
+
+    def execute(self, model, method, args_list, **kwargs):
+        if not self.uid or not self.models_proxy:
+            self._connect()
+
+        try:
+            result = self.models_proxy.execute_kw(
+                self.db, self.uid, self.password, model, method, args_list, kwargs
+            )
+            return result
+
+        except xmlrpc.client.Fault as e:
+            print(f"Fault! {e}")
+            raise Exception(f"Odoo XML-RPC Fault: {e.faultString}") from e
+        except ConnectionRefusedError as e:
+            raise Exception(
+                f"Connection to Odoo at {self.url} lost or refused during operation."
+            ) from e
+        except Exception as e:
+            print(e)
+            raise Exception(
+                f"An error occurred while communicating with Odoo: {str(e)}"
+            ) from e
+
+    def search_read(self, model, domain, fields, **kwargs):
+        return self.execute(model, "search_read", args_list=[domain, fields], **kwargs)
+
+
+CLIENT = OdooClient()
+
+# Odoo countries do not change, so they are fetched once per process
+COUNTRIES = []
+
+
+def get_odoo_countries():
+    global COUNTRIES
+    if COUNTRIES:
+        return COUNTRIES
+
+    try:
+        odoo_countries_data = CLIENT.search_read(
+            model="res.country", domain=[], fields=["id", "name"]
+        )
+        # Format as Django choices: [(value, label), ...]
+        COUNTRIES = [
+            (country["id"], country["name"]) for country in odoo_countries_data
+        ]
+        # Sort by country name for better UX in dropdowns
+        COUNTRIES.sort(key=lambda x: x[1])
+    except Exception as e:
+        # Log the error or handle it as appropriate for your application
+        # For now, return an empty list or a default if Odoo is unavailable
+        print(f"Error fetching Odoo countries: {e}")
+        return [("", "Error fetching countries")]  # Or just []
+
+    return COUNTRIES
+
+
+def get_invoice_addresses(user):
+    """Used during organization creation: retrieves all invoice
+    addresses the user owns or is connected to from the Odoo API."""
+    # We’re building our conditions in order:
+    #  - in exceptions, users may be using a billing account’s email
+    #  - if the user is associated with an odoo user, return all billing
+    #    addresses / organizations created by the user
+    #  - if the user is associated with an odoo contact, return all billing
+    #    addresses with the same parent_id
+    email = user.email
+    or_conditions = [("email", "ilike", email)]
+
+    email = user if isinstance(user, str) else user.email
+    odoo_users = CLIENT.search_read(
+        model="res.users",
+        domain=[("login", "=", email)],
+        fields=["id"],
+        limit=1,
+    )
+    if odoo_users and (uid := odoo_users[0].get("id")):
+        or_conditions.append(("create_uid", "=", uid))
+
+    odoo_contacts = CLIENT.search_read(
+        model="res.partner",
+        domain=[
+            ("company_type", "=", "person"),
+            ("type", "=", "contact"),
+            ("email", "ilike", email),
+        ],
+        fields=["id", "parent_id"],
+    )
+    if odoo_contacts:
+        for contact in odoo_contacts:
+            or_conditions.append(("parent_id", "=", contact["parent_id"][0]))
+
+    if len(or_conditions) > 1:
+        or_conditions = ["|"] * (len(or_conditions) - 1) + or_conditions
+
+    # The domain requires the partner to be an invoice address, that is:
+    # Of the company_type=person, and type=invoice.
+    # If we were searching for an existing organization, we would also have to
+    # filter for parent_id=odoo_company_id
+    domain = [
+        ("company_type", "=", "person"),
+        ("type", "=", "invoice"),
+    ] + or_conditions
+
+    try:
+        invoice_addresses = CLIENT.search_read(
+            model="res.partner",
+            domain=domain,
+            fields=ADDRESS_FIELDS,
+        )
+        return invoice_addresses or []
+    except Exception:
+        return []

src/servala/frontend/forms/organization.py

@@ -1,6 +1,9 @@
+from django import forms
 from django.forms import ModelForm
+from django.utils.translation import gettext_lazy as _
 
 from servala.core.models import Organization
+from servala.core.odoo import get_invoice_addresses, get_odoo_countries
 from servala.frontend.forms.mixins import HtmxMixin
 
 
@@ -8,3 +11,90 @@ class OrganizationForm(HtmxMixin, ModelForm):
     class Meta:
         model = Organization
         fields = ("name",)
+
+
+class OrganizationCreateForm(OrganizationForm):
+    billing_processing_choice = forms.ChoiceField(
+        choices=[
+            ("existing", _("Use an existing billing address")),
+            ("new", _("Create a new billing address")),
+        ],
+        widget=forms.RadioSelect,
+        label=_("Billing Address"),
+        initial="new",  # Will change to 'existing' if options are found
+    )
+    existing_odoo_address_id = forms.ChoiceField(
+        label=_("Existing Billing Address"),
+        required=False,
+    )
+
+    # Fields for creating a new billing address in Odoo, prefixed with 'invoice_'
+    invoice_street = forms.CharField(label=_("Line 1"), required=False, max_length=100)
+    invoice_street2 = forms.CharField(label=_("Line 2"), required=False, max_length=100)
+    invoice_city = forms.CharField(label=_("City"), required=False, max_length=100)
+    invoice_zip = forms.CharField(label=_("Postal Code"), required=False, max_length=20)
+    invoice_country = forms.ChoiceField(
+        label=_("Country"),
+        required=False,
+        choices=get_odoo_countries(),
+    )
+    invoice_email = forms.EmailField(label=_("Billing Email"), required=False)
+    invoice_phone = forms.CharField(label=_("Phone"), required=False, max_length=30)
+
+    class Meta(OrganizationForm.Meta):
+        pass
+
+    def __init__(self, *args, user=None, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        if not self.initial.get("invoice_country"):
+            default_country_name = "Switzerland"
+            country_choices = self.fields["invoice_country"].choices
+            for country_id, country_name_label in country_choices:
+                if country_name_label == default_country_name:
+                    self.initial["invoice_country"] = country_id
+                    break
+
+        self.user = user
+        self.odoo_addresses = get_invoice_addresses(self.user)
+
+        if self.odoo_addresses:
+            address_choices = [("", _("---------"))]
+            for addr in self.odoo_addresses:
+                display_parts = [
+                    addr.get("name"),
+                    addr.get("street"),
+                    addr.get("city"),
+                    addr.get("zip"),
+                ]
+                display_name = ", ".join(filter(None, display_parts))
+                address_choices.append((str(addr["id"]), display_name))
+
+            self.fields["existing_odoo_address_id"].choices = address_choices
+            if not self.is_bound and "billing_processing_choice" not in self.initial:
+                self.fields["billing_processing_choice"].initial = "existing"
+        else:
+            self.fields.pop("billing_processing_choice")
+            self.fields["existing_odoo_address_id"].widget = forms.HiddenInput()
+
+    def clean(self):
+        cleaned_data = super().clean()
+        choice = cleaned_data.get("billing_processing_choice")
+        if not choice or choice == "new":
+            required_fields = [
+                "invoice_street",
+                "invoice_city",
+                "invoice_zip",
+                "invoice_country",
+                "invoice_email",
+            ]
+            for field_name in required_fields:
+                if not cleaned_data.get(field_name):
+                    self.add_error(field_name, _("This field is required."))
+        else:
+            existing_id_str = cleaned_data.get("existing_odoo_address_id")
+            if not existing_id_str:
+                self.add_error(
+                    "existing_odoo_address_id", _("Please select an invoice address.")
+                )
+        return cleaned_data

src/servala/frontend/forms/renderers.py

@@ -20,6 +20,8 @@ class VerticalFormRenderer(TemplatesSetting):
     def get_class_names(self, field):
         input_type = self.get_field_input_type(field)
         errors = "is-invalid " if field.errors else ""
+        if input_type == "radio":
+            return f"{errors}form-check-input"
         if input_type == "checkbox":
             return f"{errors}form-check-input"
         return f"{errors}form-control"

src/servala/frontend/templates/django/forms/widgets/input_option.html

@@ -0,0 +1,6 @@
+{% include "django/forms/widgets/input.html" %}
+{% if widget.wrap_label %}
+    <label {% if widget.attrs.id %}for="{{ widget.attrs.id }}"{% endif %}>
+        {% if not widget.attrs.hide_label %}{{ widget.label }}{% endif %}
+    </label>
+{% endif %}

src/servala/frontend/templates/django/forms/widgets/radio.html

@@ -0,0 +1,15 @@
+{# Change compared to Django: only render widget.attrs.class in actual option widget, not in wrapper #}
+{% with id=widget.attrs.id %}
+    <div {% if id %}id="{{ id }}"{% endif %}>
+        {% for group, options, index in widget.optgroups %}
+            {% if group %}
+                <div>
+                    <label>{{ group }}</label>
+                {% endif %}
+                {% for option in options %}
+                    <div>{% include option.template_name with widget=option %}</div>
+                {% endfor %}
+                {% if group %}</div>{% endif %}
+        {% endfor %}
+    </div>
+{% endwith %}

src/servala/frontend/templates/frontend/forms/errors.html

@@ -0,0 +1,18 @@
+{% load i18n %}
+{% if form.non_field_errors or form.errors %}
+    <div class="alert alert-danger form-errors" role="alert">
+        <div>
+            {% if form.non_field_errors %}
+                {% if form.non_field_errors|length > 1 %}
+                    <ul>
+                        {% for error in form.non_field_errors %}<li>{{ error }}</li>{% endfor %}
+                    </ul>
+                {% else %}
+                    {{ form.non_field_errors.0 }}
+                {% endif %}
+            {% else %}
+                {% translate "We could not save your changes." %}
+            {% endif %}
+        </div>
+    </div>
+{% endif %}

src/servala/frontend/templates/frontend/forms/form.html

@@ -1,21 +1,4 @@
-{% load i18n %}
-{% if form.non_field_errors or form.errors %}
-    <div class="alert alert-danger form-errors" role="alert">
-        <div>
-            {% if form.non_field_errors %}
-                {% if form.non_field_errors|length > 1 %}
-                    <ul>
-                        {% for error in form.non_field_errors %}<li>{{ error }}</li>{% endfor %}
-                    </ul>
-                {% else %}
-                    {{ form.non_field_errors.0 }}
-                {% endif %}
-            {% else %}
-                {% translate "We could not save your changes." %}
-            {% endif %}
-        </div>
-    </div>
-{% endif %}
+{% include "frontend/forms/errors.html" %}
 <div class="form-body">
     <div class="row">
         {% for field, errors in fields %}{{ field.as_field_group }}{% endfor %}

src/servala/frontend/templates/frontend/organizations/create.html

@@ -5,6 +5,110 @@
         {% translate "Create a new organization" %}
     {% endblock page_title %}
 {% endblock html_title %}
-{% block card_content %}
-    {% include "includes/form.html" %}
-{% endblock card_content %}
+{% block content %}
+    <section class="section">
+        <form method="post" class="form form-vertical">
+            <div class="card">
+                <div class="card-content">
+                    <div class="form-body card-body">
+                        <div class="row">
+                            {% include "frontend/forms/errors.html" %}
+                            {% csrf_token %}
+                            {{ form.name.as_field_group }}
+                        </div>
+                    </div>
+                </div>
+            </div>
+            {% if form.billing_processing_choice %}
+                <div class="card">
+                    <div class="card-content">
+                        <div class="card-header">
+                            <h4 class="card-title">{% translate "Billing Information" %}</h4>
+                        </div>
+                        <div class="form-body card-body">
+                            <div class="row">
+                                {{ form.billing_processing_choice.as_field_group }}
+                                <div id="existing_billing_address_section" class="mt-3">{{ form.existing_odoo_address_id.as_field_group }}</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            {% endif %}
+            <div id="new_billing_address_section">
+                <div class="card">
+                    <div class="card-content">
+                        <div class="card-header">
+                            <h4 class="card-title">{% translate "Invoice Address" %}</h4>
+                        </div>
+                        <div class="form-body card-body">
+                            <div class="row">
+                                {{ form.invoice_street.as_field_group }}
+                                {{ form.invoice_street2.as_field_group }}
+                                <div class="col-md-2">{{ form.invoice_zip.as_field_group }}</div>
+                                <div class="col-md-10">{{ form.invoice_city.as_field_group }}</div>
+                                {{ form.invoice_country.as_field_group }}
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                <div class="card">
+                    <div class="card-content">
+                        <div class="card-header">
+                            <h4 class="card-title">{% translate "Invoice Contact" %}</h4>
+                        </div>
+                        <div class="form-body card-body">
+                            <div class="row">
+                                {{ form.invoice_email.as_field_group }}
+                                {{ form.invoice_phone.as_field_group }}
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+        <div class="card">
+            <div class="card-content">
+                <div class="card-body">
+                    <div class="col-sm-12 d-flex justify-content-end">
+                        <button class="btn btn-primary me-1 mb-1" type="submit">{% translate "Create Organization" %}</button>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </form>
+    <script>
+        document.addEventListener('DOMContentLoaded', () => {
+            const choiceRadios = document.querySelectorAll('[name="billing_processing_choice"]')
+            const existingSection = document.getElementById('existing_billing_address_section')
+            const newSection = document.getElementById('new_billing_address_section')
+            const existingAddressField = document.querySelector('[name="existing_odoo_address_id"]')
+
+            const toggleSections = () => {
+                let selectedValue = 'new'
+                const checkedRadio = document.querySelector('[name="billing_processing_choice"]:checked')
+                if (checkedRadio) {
+                    selectedValue = checkedRadio.value
+                }
+
+                if (selectedValue === 'existing') {
+                    if (existingSection) existingSection.style.display = '';
+                    if (newSection) newSection.style.display = 'none';
+                } else {
+                    if (existingSection) existingSection.style.display = 'none';
+                    if (newSection) newSection.style.display = '';
+                }
+            }
+
+            if (choiceRadios.length > 0 && existingSection && newSection) {
+                toggleSections()
+                choiceRadios.forEach((radio) => {
+                    radio.addEventListener('change', toggleSections)
+                })
+            } else {
+                // No existing addresses found, a new address has to be entered.
+                if (existingSection) existingSection.style.display = 'none'
+                if (newSection) newSection.style.display = '' // Ensure newSection is not null
+            }
+        });
+    </script>
+{% endblock content %}

src/servala/frontend/templates/frontend/organizations/update.html

@@ -36,26 +36,99 @@
     </form>
 </td>
 {% endpartialdef org-name-edit %}
-{% block card_content %}
-    <div class="table-responsive">
-        <table class="table table-lg">
-            <tbody>
-                <tr>
-                    <th class="w-25">
-                        <span class="d-flex mt-2">{% translate "Name" %}</span>
-                    </th>
-                    {% partial org-name %}
-                </tr>
-                <tr>
-                    <th class="w-25">
-                        <span class="d-flex mt-2">{% translate "Namespace" %}</span>
-                    </th>
-                    <td>
-                        <div>{{ form.instance.namespace }}</div>
-                        <small class="text-muted">{% translate "System-generated namespace for Kubernetes resources." %}</small>
-                    </td>
-                </tr>
-            </tbody>
-        </table>
-    </div>
-{% endblock card_content %}
+{% block content %}
+    <section class="section">
+        <div class="card">
+            <div class="card-content">
+                <div class="card-body">
+                    <div class="table-responsive">
+                        <table class="table table-lg">
+                            <tbody>
+                                <tr>
+                                    <th class="w-25">
+                                        <span class="d-flex mt-2">{% translate "Name" %}</span>
+                                    </th>
+                                    {% partial org-name %}
+                                </tr>
+                                <tr>
+                                    <th class="w-25">
+                                        <span class="d-flex mt-2">{% translate "Namespace" %}</span>
+                                    </th>
+                                    <td>
+                                        <div>{{ form.instance.namespace }}</div>
+                                        <small class="text-muted">{% translate "System-generated namespace for Kubernetes resources." %}</small>
+                                    </td>
+                                </tr>
+                            </tbody>
+                        </table>
+                    </div>
+                </div>
+            </div>
+        </div>
+        {% if form.instance.billing_entity and form.instance.billing_entity.odoo_data.invoice_address %}
+            <div class="card">
+                <div class="card-header">
+                    <h4 class="card-title">{% translate "Billing Address" %}</h4>
+                </div>
+                <div class="card-content">
+                    <div class="card-body">
+                        {% with odoo_data=form.instance.billing_entity.odoo_data %}
+                            <div class="table-responsive">
+                                <table class="table table-lg">
+                                    <tbody>
+                                        {% if odoo_data.invoice_address %}
+                                            <tr>
+                                                <th class="w-25">
+                                                    <span class="d-flex mt-2">{% translate "Invoice Contact Name" %}</span>
+                                                </th>
+                                                <td>{{ odoo_data.invoice_address.name|default:"" }}</td>
+                                            </tr>
+                                            <tr>
+                                                <tr>
+                                                    <th class="w-25">
+                                                        <span class="d-flex mt-2">{% translate "Street" %}</span>
+                                                    </th>
+                                                    <td>{{ odoo_data.invoice_address.street|default:"" }}</td>
+                                                </tr>
+                                                {% if odoo_data.invoice_address.street2 %}
+                                                    <tr>
+                                                        <th class="w-25">
+                                                            <span class="d-flex mt-2">{% translate "Street 2" %}</span>
+                                                        </th>
+                                                        <td>{{ odoo_data.invoice_address.street2 }}</td>
+                                                    </tr>
+                                                {% endif %}
+                                                <tr>
+                                                    <th class="w-25">
+                                                        <span class="d-flex mt-2">{% translate "City" %}</span>
+                                                    </th>
+                                                    <td>{{ odoo_data.invoice_address.city|default:"" }}</td>
+                                                </tr>
+                                                <tr>
+                                                    <th class="w-25">
+                                                        <span class="d-flex mt-2">{% translate "ZIP Code" %}</span>
+                                                    </th>
+                                                    <td>{{ odoo_data.invoice_address.zip|default:"" }}</td>
+                                                </tr>
+                                                <tr>
+                                                    <th class="w-25">
+                                                        <span class="d-flex mt-2">{% translate "Country" %}</span>
+                                                    </th>
+                                                    <td>{{ odoo_data.invoice_address.country_id.1|default:"" }}</td>
+                                                </tr>
+                                                <th class="w-25">
+                                                    <span class="d-flex mt-2">{% translate "Invoice Email" %}</span>
+                                                </th>
+                                                <td>{{ odoo_data.invoice_address.email|default:"" }}</td>
+                                            </tr>
+                                        {% endif %}
+                                    </tbody>
+                                </table>
+                            </div>
+                        {% endwith %}
+                    </div>
+                </div>
+            </div>
+        {% endif %}
+    </section>
+{% endblock content %}

src/servala/frontend/views/organization.py

@@ -1,18 +1,55 @@
 from django.shortcuts import redirect
+from django.utils.translation import gettext_lazy as _
 from django.views.generic import CreateView, DetailView
 from rules.contrib.views import AutoPermissionRequiredMixin
 
-from servala.core.models import Organization
-from servala.frontend.forms import OrganizationForm
+from servala.core.models import BillingEntity, Organization
+from servala.frontend.forms.organization import OrganizationCreateForm, OrganizationForm
 from servala.frontend.views.mixins import HtmxUpdateView, OrganizationViewMixin
 
 
 class OrganizationCreateView(AutoPermissionRequiredMixin, CreateView):
-    form_class = OrganizationForm
+    form_class = OrganizationCreateForm
     model = Organization
     template_name = "frontend/organizations/create.html"
 
+    def get_form_kwargs(self):
+        kwargs = super().get_form_kwargs()
+        kwargs["user"] = self.request.user
+        return kwargs
+
     def form_valid(self, form):
+        billing_choice = form.cleaned_data.get("billing_processing_choice")
+        billing_entity = None
+        name = form.cleaned_data["name"]
+
+        if not billing_choice or billing_choice == "new":
+            billing_entity = BillingEntity.create_from_data(
+                name,
+                {
+                    key: value
+                    for key, value in form.cleaned_data.items()
+                    if key.startswith("invoice_")
+                },
+            )
+        elif odoo_id := form.cleaned_data.get("existing_odoo_address_id"):
+            billing_entity = BillingEntity.objects.filter(
+                odoo_invoice_id=odoo_id
+            ).first()
+
+            if not billing_entity:
+                billing_entity = BillingEntity.create_from_id(name, odoo_id)
+
+        if not billing_entity:
+            form.add_error(
+                None,
+                _(
+                    "Could not determine or create the billing entity. Please check your input."
+                ),
+            )
+            return self.form_invalid(form)
+
+        form.instance.billing_entity = billing_entity
         instance = form.instance.create_organization(
             form.instance, owner=self.request.user
         )

src/servala/settings.py

@@ -10,11 +10,12 @@ Servala is run using environment variables. Documentation:
 """
 
 import os
-import sentry_sdk
 from pathlib import Path
+
+import sentry_sdk
+from django.contrib import messages
 from sentry_sdk.integrations.django import DjangoIntegration
 
-from django.contrib import messages
 from servala.__about__ import __version__ as version
 
 SERVALA_ENVIRONMENT = os.environ.get("SERVALA_ENVIRONMENT", "development")
@@ -90,7 +91,6 @@ SOCIALACCOUNT_PROVIDERS = {
     }
 }
 
-
 SERVALA_STORAGE_BUCKET_NAME = os.environ.get("SERVALA_STORAGE_BUCKET_NAME")
 SERVALA_S3_ENDPOINT_URL = os.environ.get("SERVALA_S3_ENDPOINT_URL")
 SERVALA_ACCESS_KEY_ID = os.environ.get("SERVALA_ACCESS_KEY_ID")
@@ -126,6 +126,13 @@ if all(
         },
     }
 
+ODOO = {
+    "URL": os.environ.get("SERVALA_ODOO_URL"),
+    "DB": os.environ.get("SERVALA_ODOO_DB"),
+    "USERNAME": os.environ.get("SERVALA_ODOO_USERNAME"),
+    "PASSWORD": os.environ.get("SERVALA_ODOO_PASSWORD"),
+}
+
 #######################################
 #   Non-configurable settings below   #
 #######################################
@@ -139,11 +146,11 @@ INSTALLED_APPS = [
     "django.contrib.sessions",
     "django.contrib.messages",
     "django.contrib.staticfiles",
+    # The frontend app is loaded early in order to supersede some allauth views/behaviour
+    "servala.frontend",
     "django.forms",
     "template_partials",
     "rules.apps.AutodiscoverRulesConfig",
-    # The frontend app is loaded early in order to supersede some allauth views/behaviour
-    "servala.frontend",
     "allauth",
     "allauth.account",
     "allauth.socialaccount",

src/servala/static/css/servala.css

@@ -54,6 +54,12 @@ html[data-bs-theme="dark"] .btn-outline-primary, .btn-outline-primary {
     margin-bottom: 0;
 }
 
+fieldset .form-check-input + label {
+    font-weight: normal;
+    min-height: 1.5rem;
+    margin: .125rem;
+}
+
 .search-form .form-body>.row {
     display: flex;
     &>.col-12 {

uv.lock

@@ -1,6 +1,6 @@
 version = 1
 revision = 2
-requires-python = ">=3.13.4"
+requires-python = ">=3.13.3"
 
 [[package]]
 name = "argon2-cffi"
@@ -253,16 +253,16 @@ wheels = [
 
 [[package]]
 name = "django"
-version = "5.2.2"
+version = "5.2.1"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
     { name = "asgiref" },
     { name = "sqlparse" },
     { name = "tzdata", marker = "sys_platform == 'win32'" },
 ]
-sdist = { url = "https://files.pythonhosted.org/packages/39/17/4567ee12bb84114c544d5c4a792e7226db517ac78f552111e9dc62d1de14/django-5.2.2.tar.gz", hash = "sha256:85852e517f84435e9b13421379cd6c43ef5b48a9c8b391d29a26f7900967e952", size = 10827542, upload-time = "2025-06-04T13:52:40.879Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/ac/10/0d546258772b8f31398e67c85e52c66ebc2b13a647193c3eef8ee433f1a8/django-5.2.1.tar.gz", hash = "sha256:57fe1f1b59462caed092c80b3dd324fd92161b620d59a9ba9181c34746c97284", size = 10818735, upload-time = "2025-05-07T14:06:17.543Z" }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/b4/5c/5d00acab6c062b154e5a0f092938ae5a0c698dbc4362b68e23200960f32c/django-5.2.2-py3-none-any.whl", hash = "sha256:997ef2162d04ead6869551b22cde4e06da1f94cf595f4af3f3d3afeae1f3f6fe", size = 8302562, upload-time = "2025-06-04T13:52:33.14Z" },
+    { url = "https://files.pythonhosted.org/packages/90/92/7448697b5838b3a1c6e1d2d6a673e908d0398e84dc4f803a2ce11e7ffc0f/django-5.2.1-py3-none-any.whl", hash = "sha256:a9b680e84f9a0e71da83e399f1e922e1ab37b2173ced046b541c72e1589a5961", size = 8301833, upload-time = "2025-05-07T14:06:10.955Z" },
 ]
 
 [[package]]
@@ -954,7 +954,7 @@ dev = [
 requires-dist = [
     { name = "argon2-cffi", specifier = ">=25.1.0" },
     { name = "cryptography", specifier = ">=45.0.3" },
-    { name = "django", specifier = "==5.2.2" },
+    { name = "django", specifier = "==5.2.1" },
     { name = "django-allauth", specifier = ">=65.9.0" },
     { name = "django-fernet-encrypted-fields", specifier = ">=0.3.0" },
     { name = "django-scopes", specifier = ">=2.0.0" },