odoo/addons/account_followup/account_followup.py

286 lines
15 KiB
Python

# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# 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 <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import fields, osv
from lxml import etree
from tools.translate import _
class followup(osv.osv):
_name = 'account_followup.followup'
_description = 'Account Follow-up'
_rec_name = 'name'
_columns = {
'followup_line': fields.one2many('account_followup.followup.line', 'followup_id', 'Follow-up'),
'company_id': fields.many2one('res.company', 'Company', required=True),
'name': fields.related('company_id', 'name', string = "Name"),
}
_defaults = {
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'account_followup.followup', context=c),
}
_sql_constraints = [('company_uniq', 'unique(company_id)', 'Only one follow-up per company is allowed')]
class followup_line(osv.osv):
def _get_default_template(self, cr, uid, ids, context=None):
dummy, templ = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'account_followup', 'email_template_account_followup_default')
return templ
_name = 'account_followup.followup.line'
_description = 'Follow-up Criteria'
_columns = {
'name': fields.char('Follow-Up Action', size=64, required=True),
'sequence': fields.integer('Sequence', help="Gives the sequence order when displaying a list of follow-up lines."),
'delay': fields.integer('Due Days', help="The number of days after the due date of the invoice to wait before sending the reminder. Could be negative if you want to send a polite alert beforehand.", required=True),
'followup_id': fields.many2one('account_followup.followup', 'Follow Ups', required=True, ondelete="cascade"),
'description': fields.text('Printed Message', translate=True),
'send_email':fields.boolean('Send an Email', help="When processing, it will send an email"),
'send_letter':fields.boolean('Send a Letter', help="When processing, it will print a letter"),
'manual_action':fields.boolean('Manual Action', help="When processing, it will set the manual action to be taken for that customer. "),
'manual_action_note':fields.text('Action To Do', placeholder="e.g. Give a phone call, check with others , ..."),
'manual_action_responsible_id':fields.many2one('res.users', 'Assign a Responsible', ondelete='set null'),
'email_template_id':fields.many2one('email.template', 'Email Template', ondelete='set null'),
}
_order = 'delay'
_sql_constraints = [('days_uniq', 'unique(followup_id, delay)', 'Days of the follow-up levels must be different')]
_defaults = {
'send_email': True,
'send_letter': True,
'manual_action':False,
'description': """
Dear %(partner_name)s,
Exception made if there was a mistake of ours, it seems that the following amount stays unpaid. Please, take appropriate measures in order to carry out this payment in the next 8 days.
Would your payment have been carried out after this mail was sent, please ignore this message. Do not hesitate to contact our accounting department at (+32).10.68.94.39.
Best Regards,
""",
'email_template_id': _get_default_template,
}
def _check_description(self, cr, uid, ids, context=None):
for line in self.browse(cr, uid, ids, context=context):
if line.description:
try:
line.description % {'partner_name': '', 'date':'', 'user_signature': '', 'company_name': ''}
except:
return False
return True
_constraints = [
(_check_description, 'Your description is invalid, use the right legend or %% if you want to use the percent character.', ['description']),
]
class account_move_line(osv.osv):
def _get_result(self, cr, uid, ids, name, arg, context=None):
res = {}
for aml in self.browse(cr, uid, ids, context=context):
res[aml.id] = aml.debit - aml.credit
return res
_inherit = 'account.move.line'
_columns = {
'followup_line_id': fields.many2one('account_followup.followup.line', 'Follow-up Level',
ondelete='restrict'), #restrict deletion of the followup line
'followup_date': fields.date('Latest Follow-up', select=True),
'result':fields.function(_get_result, type='float', method=True,
string="Balance") #'balance' field is not the same
}
class email_template(osv.osv):
_inherit = 'email.template'
# Adds current_date to the context. That way it can be used to put
# the account move lines in bold that are overdue in the email
def render_template(self, cr, uid, template, model, res_id, context=None):
context['current_date'] = fields.date.context_today(cr, uid, context)
return super(email_template, self).render_template(cr, uid, template, model, res_id, context=context)
class res_partner(osv.osv):
def fields_view_get(self, cr, uid, view_id=None, view_type=None, context=None, toolbar=False, submenu=False):
res = super(res_partner, self).fields_view_get(cr, uid, view_id=view_id, view_type=view_type, context=context,
toolbar=toolbar, submenu=submenu)
context = context or {}
if view_type == 'form' and context.get('Followupfirst'):
doc = etree.XML(res['arch'], parser=None, base_url=None)
first_node = doc.xpath("//page[@name='followup_tab']")
root = first_node[0].getparent()
root.insert(0, first_node[0])
res['arch'] = etree.tostring(doc, encoding="utf-8")
return res
def _get_latest(self, cr, uid, ids, names, arg, context=None, company_id=None):
res={}
if company_id == None:
company = self.pool.get('res.users').browse(cr, uid, uid, context=context).company_id
else:
company = self.pool.get('res.company').browse(cr, uid, company_id, context=context)
for partner in self.browse(cr, uid, ids, context=context):
amls = partner.unreconciled_aml_ids
latest_date = False
latest_level = False
latest_days = False
latest_level_without_lit = False
latest_days_without_lit = False
for aml in amls:
if (aml.company_id == company) and (aml.followup_line_id != False) and (not latest_days or latest_days < aml.followup_line_id.delay):
latest_days = aml.followup_line_id.delay
latest_level = aml.followup_line_id.id
if (aml.company_id == company) and (not latest_date or latest_date < aml.followup_date):
latest_date = aml.followup_date
if (aml.company_id == company) and (aml.blocked == False) and (aml.followup_line_id != False and
(not latest_days_without_lit or latest_days_without_lit < aml.followup_line_id.delay)):
latest_days_without_lit = aml.followup_line_id.delay
latest_level_without_lit = aml.followup_line_id.id
res[partner.id] = {'latest_followup_date': latest_date,
'latest_followup_level_id': latest_level,
'latest_followup_level_id_without_lit': latest_level_without_lit}
return res
def do_partner_manual_action(self, cr, uid, partner_ids, context=None):
#partner_ids -> res.partner
for partner in self.browse(cr, uid, partner_ids, context=context):
#Check action: check if the action was not empty, if not add
action_text= ""
if partner.payment_next_action:
action_text = (partner.payment_next_action or '') + "\n" + (partner.latest_followup_level_id_without_lit.manual_action_note or '')
else:
action_text = partner.latest_followup_level_id_without_lit.manual_action_note or ''
#Check date: put the minimum date if it existed already
action_date = (partner.payment_next_action_date and min(partner.payment_next_action_date, fields.date.context_today(cr, uid, context))
) or fields.date.context_today(cr, uid, context)
# Check responsible: if partner has not got a responsible already, take from follow-up
responsible_id = False
if partner.payment_responsible_id:
responsible_id = partner.payment_responsible_id.id
else:
p = partner.latest_followup_level_id_without_lit.manual_action_responsible_id
responsible_id = p and p.id or False
self.write(cr, uid, [partner.id], {'payment_next_action_date': action_date,
'payment_next_action': action_text,
'payment_responsible_id': responsible_id})
def do_partner_print(self, cr, uid, wizard_partner_ids, data, context=None):
#wizard_partner_ids are ids from special view, not from res.partner
if not wizard_partner_ids:
return {}
data['partner_ids'] = wizard_partner_ids
datas = {
'ids': [],
'model': 'account_followup.followup',
'form': data
}
return {
'type': 'ir.actions.report.xml',
'report_name': 'account_followup.followup.print',
'datas': datas,
}
def do_partner_mail(self, cr, uid, partner_ids, context=None):
#partner_ids are res.partner ids
# If not defined by latest follow-up level, it will be the default template if it can find it
mtp = self.pool.get('email.template')
unknown_mails = 0
for partner in self.browse(cr, uid, partner_ids, context=context):
if partner.email and partner.email.strip():
level = partner.latest_followup_level_id_without_lit
if level and level.send_email and level.email_template_id and level.email_template_id.id:
mtp.send_mail(cr, uid, level.email_template_id.id, partner.id, context=context)
else:
mail_template_id = self.pool.get('ir.model.data').get_object_reference(cr, uid,
'account_followup', 'email_template_account_followup_default')
mtp.send_mail(cr, uid, mail_template_id[1], partner.id, context=context)
else:
unknown_mails = unknown_mails + 1
action_text = _("Email not sent because of email address of partner not filled in")
if partner.payment_next_action_date:
payment_action_date = min(fields.date.context_today(cr, uid, context), partner.payment_next_action_date)
else:
payment_action_date = fields.date.context_today(cr, uid, context)
if partner.payment_next_action:
payment_next_action = partner.payment_next_action + " + " + action_text
else:
payment_next_action = action_text
self.write(cr, uid, [partner.id], {'payment_next_action_date': payment_action_date,
'payment_next_action': payment_next_action}, context=context)
return unknown_mails
def action_done(self, cr, uid, ids, context=None):
return self.write(cr, uid, ids, {'payment_next_action_date': False, 'payment_next_action':'', 'payment_responsible_id': False}, context=context)
def do_button_print(self, cr, uid, ids, context=None):
assert(len(ids) == 1)
self.message_post(cr, uid, [ids[0]], body=_('Printed overdue payments report'), context=context)
datas = {
'ids': ids,
'model': 'res.partner',
'form': self.read(cr, uid, ids[0], context=context)
}
return {
'type': 'ir.actions.report.xml',
'report_name': 'account.overdue',
'datas': datas,
'nodestroy' : True
}
_inherit = "res.partner"
_columns = {
'payment_responsible_id':fields.many2one('res.users', ondelete='set null', string='Follow-up Responsible',
help="Responsible for making sure the action happens."),
'payment_note':fields.text('Customer Payment Promise', help="Payment Note"),
'payment_next_action':fields.text('Next Action',
help="This is the next action to be taken by the user. It will automatically be set when the action fields are empty and the partner gets a follow-up level that requires a manual action. "),
'payment_next_action_date':fields.date('Next Action Date',
help="This is when further follow-up is needed. The date will have been set to the current date if the action fields are empty and the partner gets a follow-up level that requires a manual action. "),
'unreconciled_aml_ids':fields.one2many('account.move.line', 'partner_id', domain=['&', ('reconcile_id', '=', False), '&',
('account_id.active','=', True), '&', ('account_id.type', '=', 'receivable'), ('state', '!=', 'draft')]),
'latest_followup_date':fields.function(_get_latest, method=True, type='date', string="Latest Follow-up Date",
help="Latest date that the follow-up level of the partner was changed",
store=False,
multi="latest"),
'latest_followup_level_id':fields.function(_get_latest, method=True,
type='many2one', relation='account_followup.followup.line', string="Latest Follow-up Level",
help="The maximum follow-up level",
store=False,
multi="latest"),
'latest_followup_level_id_without_lit':fields.function(_get_latest, method=True,
type='many2one', relation='account_followup.followup.line', string="Latest Follow-up Level without litigation",
help="The maximum follow-up level without taking into account the account move lines with litigation",
store=False,
multi="latest"),
'payment_amount_due':fields.related('credit', type='float', string="Total amount due", readonly=True),
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: