# -*- coding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-2010 Tiny SPRL (). # # This program is free software: you can redistribute it and/or modify # it under the terms of the GNU Affero General Public License as # published by the Free Software Foundation, either version 3 of the # License, or (at your option) any later version. # # This program is distributed in the hope that it will be useful, # but WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU Affero General Public License for more details. # # You should have received a copy of the GNU Affero General Public License # along with this program. If not, see . # ############################################################################## import datetime import time from openerp import tools from openerp.osv import fields, osv from openerp.tools.translate import _ class account_followup_stat_by_partner(osv.osv): _name = "account_followup.stat.by.partner" _description = "Follow-up Statistics by Partner" _rec_name = 'partner_id' _auto = False _columns = { 'partner_id': fields.many2one('res.partner', 'Partner', readonly=True), 'date_move':fields.date('First move', readonly=True), 'date_move_last':fields.date('Last move', readonly=True), 'date_followup':fields.date('Latest follow-up', readonly=True), 'max_followup_id': fields.many2one('account_followup.followup.line', 'Max Follow Up Level', readonly=True, ondelete="cascade"), 'balance':fields.float('Balance', readonly=True), 'company_id': fields.many2one('res.company', 'Company', readonly=True), } def init(self, cr): tools.drop_view_if_exists(cr, 'account_followup_stat_by_partner') # Here we don't have other choice but to create a virtual ID based on the concatenation # of the partner_id and the company_id, because if a partner is shared between 2 companies, # we want to see 2 lines for him in this table. It means that both company should be able # to send him follow-ups separately . An assumption that the number of companies will not # reach 10 000 records is made, what should be enough for a time. cr.execute(""" create view account_followup_stat_by_partner as ( SELECT l.partner_id * 10000::bigint + l.company_id as id, l.partner_id AS partner_id, min(l.date) AS date_move, max(l.date) AS date_move_last, max(l.followup_date) AS date_followup, max(l.followup_line_id) AS max_followup_id, sum(l.debit - l.credit) AS balance, l.company_id as company_id FROM account_move_line l LEFT JOIN account_account a ON (l.account_id = a.id) WHERE a.active AND a.type = 'receivable' AND l.reconcile_id is NULL AND l.partner_id IS NOT NULL GROUP BY l.partner_id, l.company_id )""") class account_followup_sending_results(osv.osv_memory): def do_report(self, cr, uid, ids, context=None): if context is None: context = {} return context.get('report_data') def do_done(self, cr, uid, ids, context=None): return {} def _get_description(self, cr, uid, context=None): if context is None: context = {} return context.get('description') def _get_need_printing(self, cr, uid, context=None): if context is None: context = {} return context.get('needprinting') _name = 'account_followup.sending.results' _description = 'Results from the sending of the different letters and emails' _columns = { 'description': fields.text("Description", readonly=True), 'needprinting': fields.boolean("Needs Printing") } _defaults = { 'needprinting':_get_need_printing, 'description':_get_description, } class account_followup_print(osv.osv_memory): _name = 'account_followup.print' _description = 'Print Follow-up & Send Mail to Customers' _columns = { 'date': fields.date('Follow-up Sending Date', required=True, help="This field allow you to select a forecast date to plan your follow-ups"), 'followup_id': fields.many2one('account_followup.followup', 'Follow-Up', required=True, readonly = True), 'partner_ids': fields.many2many('account_followup.stat.by.partner', 'partner_stat_rel', 'osv_memory_id', 'partner_id', 'Partners', required=True), 'company_id':fields.related('followup_id', 'company_id', type='many2one', relation='res.company', store=True, readonly=True), 'email_conf': fields.boolean('Send Email Confirmation'), 'email_subject': fields.char('Email Subject', size=64), 'partner_lang': fields.boolean('Send Email in Partner Language', help='Do not change message text, if you want to send email in partner language, or configure from company'), 'email_body': fields.text('Email Body'), 'summary': fields.text('Summary', readonly=True), 'test_print': fields.boolean('Test Print', help='Check if you want to print follow-ups without changing follow-up level.'), } def _get_followup(self, cr, uid, context=None): if context is None: context = {} if context.get('active_model', 'ir.ui.menu') == 'account_followup.followup': return context.get('active_id', False) company_id = self.pool.get('res.users').browse(cr, uid, uid, context=context).company_id.id followp_id = self.pool.get('account_followup.followup').search(cr, uid, [('company_id', '=', company_id)], context=context) return followp_id and followp_id[0] or False def process_partners(self, cr, uid, partner_ids, data, context=None): partner_obj = self.pool.get('res.partner') partner_ids_to_print = [] nbmanuals = 0 manuals = {} nbmails = 0 nbunknownmails = 0 nbprints = 0 resulttext = " " for partner in self.pool.get('account_followup.stat.by.partner').browse(cr, uid, partner_ids, context=context): if partner.max_followup_id.manual_action: partner_obj.do_partner_manual_action(cr, uid, [partner.partner_id.id], context=context) nbmanuals = nbmanuals + 1 key = partner.partner_id.payment_responsible_id.name or _("Anybody") if not key in manuals.keys(): manuals[key]= 1 else: manuals[key] = manuals[key] + 1 if partner.max_followup_id.send_email: nbunknownmails += partner_obj.do_partner_mail(cr, uid, [partner.partner_id.id], context=context) nbmails += 1 if partner.max_followup_id.send_letter: partner_ids_to_print.append(partner.id) nbprints += 1 message = _("Follow-up letter of ") + " " + partner.partner_id.latest_followup_level_id_without_lit.name + "" + _(" will be sent") partner_obj.message_post(cr, uid, [partner.partner_id.id], body=message, context=context) if nbunknownmails == 0: resulttext += str(nbmails) + _(" email(s) sent") else: resulttext += str(nbmails) + _(" email(s) should have been sent, but ") + str(nbunknownmails) + _(" had unknown email address(es)") + "\n
" resulttext += "
" + str(nbprints) + _(" letter(s) in report") + " \n
" + str(nbmanuals) + _(" manual action(s) assigned:") needprinting = False if nbprints > 0: needprinting = True resulttext += "

" for item in manuals: resulttext = resulttext + "

  • " + item + ":" + str(manuals[item]) + "\n
    • " resulttext += "

    " result = {} action = partner_obj.do_partner_print(cr, uid, partner_ids_to_print, data, context=context) result['needprinting'] = needprinting result['resulttext'] = resulttext result['action'] = action or {} return result def do_update_followup_level(self, cr, uid, to_update, partner_list, date, context=None): #update the follow-up level on account.move.line for id in to_update.keys(): if to_update[id]['partner_id'] in partner_list: self.pool.get('account.move.line').write(cr, uid, [int(id)], {'followup_line_id': to_update[id]['level'], 'followup_date': date}) def clear_manual_actions(self, cr, uid, partner_list, context=None): # Partnerlist is list to exclude # Will clear the actions of partners that have no due payments anymore partner_list_ids = [partner.partner_id.id for partner in self.pool.get('account_followup.stat.by.partner').browse(cr, uid, partner_list, context=context)] ids = self.pool.get('res.partner').search(cr, uid, ['&', ('id', 'not in', partner_list_ids), '|', ('payment_responsible_id', '!=', False), ('payment_next_action_date', '!=', False)], context=context) partners_to_clear = [] for part in self.pool.get('res.partner').browse(cr, uid, ids, context=context): if not part.unreconciled_aml_ids: partners_to_clear.append(part.id) self.pool.get('res.partner').action_done(cr, uid, partners_to_clear, context=context) return len(partners_to_clear) def do_process(self, cr, uid, ids, context=None): context = dict(context or {}) #Get partners tmp = self._get_partners_followp(cr, uid, ids, context=context) partner_list = tmp['partner_ids'] to_update = tmp['to_update'] date = self.browse(cr, uid, ids, context=context)[0].date data = self.read(cr, uid, ids, context=context)[0] data['followup_id'] = data['followup_id'][0] #Update partners self.do_update_followup_level(cr, uid, to_update, partner_list, date, context=context) #process the partners (send mails...) restot_context = context.copy() restot = self.process_partners(cr, uid, partner_list, data, context=restot_context) context.update(restot_context) #clear the manual actions if nothing is due anymore nbactionscleared = self.clear_manual_actions(cr, uid, partner_list, context=context) if nbactionscleared > 0: restot['resulttext'] = restot['resulttext'] + "
  • " + _("%s partners have no credits and as such the action is cleared") %(str(nbactionscleared)) + "
    • " #return the next action mod_obj = self.pool.get('ir.model.data') model_data_ids = mod_obj.search(cr, uid, [('model','=','ir.ui.view'),('name','=','view_account_followup_sending_results')], context=context) resource_id = mod_obj.read(cr, uid, model_data_ids, fields=['res_id'], context=context)[0]['res_id'] context.update({'description': restot['resulttext'], 'needprinting': restot['needprinting'], 'report_data': restot['action']}) return { 'name': _('Send Letters and Emails: Actions Summary'), 'view_type': 'form', 'context': context, 'view_mode': 'tree,form', 'res_model': 'account_followup.sending.results', 'views': [(resource_id,'form')], 'type': 'ir.actions.act_window', 'target': 'new', } def _get_msg(self, cr, uid, context=None): return self.pool.get('res.users').browse(cr, uid, uid, context=context).company_id.follow_up_msg _defaults = { 'date': lambda *a: time.strftime('%Y-%m-%d'), 'followup_id': _get_followup, 'email_body': "", 'email_subject': _('Invoices Reminder'), 'partner_lang': True, } def _get_partners_followp(self, cr, uid, ids, context=None): data = {} data = self.browse(cr, uid, ids, context=context)[0] company_id = data.company_id.id cr.execute( "SELECT l.partner_id, l.followup_line_id,l.date_maturity, l.date, l.id "\ "FROM account_move_line AS l "\ "LEFT JOIN account_account AS a "\ "ON (l.account_id=a.id) "\ "WHERE (l.reconcile_id IS NULL) "\ "AND (a.type='receivable') "\ "AND (l.state<>'draft') "\ "AND (l.partner_id is NOT NULL) "\ "AND (a.active) "\ "AND (l.debit > 0) "\ "AND (l.company_id = %s) " \ "AND (l.blocked = False)" \ "ORDER BY l.date", (company_id,)) #l.blocked added to take litigation into account and it is not necessary to change follow-up level of account move lines without debit move_lines = cr.fetchall() old = None fups = {} fup_id = 'followup_id' in context and context['followup_id'] or data.followup_id.id date = 'date' in context and context['date'] or data.date current_date = datetime.date(*time.strptime(date, '%Y-%m-%d')[:3]) cr.execute( "SELECT * "\ "FROM account_followup_followup_line "\ "WHERE followup_id=%s "\ "ORDER BY delay", (fup_id,)) #Create dictionary of tuples where first element is the date to compare with the due date and second element is the id of the next level for result in cr.dictfetchall(): delay = datetime.timedelta(days=result['delay']) fups[old] = (current_date - delay, result['id']) old = result['id'] partner_list = [] to_update = {} #Fill dictionary of accountmovelines to_update with the partners that need to be updated for partner_id, followup_line_id, date_maturity,date, id in move_lines: if not partner_id: continue if followup_line_id not in fups: continue stat_line_id = partner_id * 10000 + company_id if date_maturity: if date_maturity <= fups[followup_line_id][0].strftime('%Y-%m-%d'): if stat_line_id not in partner_list: partner_list.append(stat_line_id) to_update[str(id)]= {'level': fups[followup_line_id][1], 'partner_id': stat_line_id} elif date and date <= fups[followup_line_id][0].strftime('%Y-%m-%d'): if stat_line_id not in partner_list: partner_list.append(stat_line_id) to_update[str(id)]= {'level': fups[followup_line_id][1], 'partner_id': stat_line_id} return {'partner_ids': partner_list, 'to_update': to_update} # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: