286 lines
15 KiB
Python
286 lines
15 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from osv import fields, osv
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from lxml import etree
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from tools.translate import _
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class followup(osv.osv):
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_name = 'account_followup.followup'
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_description = 'Account Follow-up'
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_rec_name = 'name'
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_columns = {
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'followup_line': fields.one2many('account_followup.followup.line', 'followup_id', 'Follow-up'),
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'company_id': fields.many2one('res.company', 'Company', required=True),
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'name': fields.related('company_id', 'name', string = "Name"),
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}
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_defaults = {
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'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'account_followup.followup', context=c),
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}
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_sql_constraints = [('company_uniq', 'unique(company_id)', 'Only one follow-up per company is allowed')]
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class followup_line(osv.osv):
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def _get_default_template(self, cr, uid, ids, context=None):
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dummy, templ = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'account_followup', 'email_template_account_followup_default')
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return templ
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_name = 'account_followup.followup.line'
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_description = 'Follow-up Criteria'
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_columns = {
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'name': fields.char('Follow-Up Action', size=64, required=True),
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'sequence': fields.integer('Sequence', help="Gives the sequence order when displaying a list of follow-up lines."),
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'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),
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'followup_id': fields.many2one('account_followup.followup', 'Follow Ups', required=True, ondelete="cascade"),
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'description': fields.text('Printed Message', translate=True),
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'send_email':fields.boolean('Send an Email', help="When processing, it will send an email"),
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'send_letter':fields.boolean('Send a Letter', help="When processing, it will print a letter"),
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'manual_action':fields.boolean('Manual Action', help="When processing, it will set the manual action to be taken for that customer. "),
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'manual_action_note':fields.text('Action To Do', placeholder="e.g. Give a phone call, check with others , ..."),
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'manual_action_responsible_id':fields.many2one('res.users', 'Assign a Responsible', ondelete='set null'),
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'email_template_id':fields.many2one('email.template', 'Email Template', ondelete='set null'),
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}
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_order = 'delay'
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_sql_constraints = [('days_uniq', 'unique(followup_id, delay)', 'Days of the follow-up levels must be different')]
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_defaults = {
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'send_email': True,
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'send_letter': True,
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'manual_action':False,
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'description': """
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Dear %(partner_name)s,
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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.
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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.
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Best Regards,
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""",
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'email_template_id': _get_default_template,
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}
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def _check_description(self, cr, uid, ids, context=None):
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for line in self.browse(cr, uid, ids, context=context):
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if line.description:
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try:
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line.description % {'partner_name': '', 'date':'', 'user_signature': '', 'company_name': ''}
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except:
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return False
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return True
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_constraints = [
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(_check_description, 'Your description is invalid, use the right legend or %% if you want to use the percent character.', ['description']),
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]
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class account_move_line(osv.osv):
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def _get_result(self, cr, uid, ids, name, arg, context=None):
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res = {}
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for aml in self.browse(cr, uid, ids, context=context):
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res[aml.id] = aml.debit - aml.credit
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return res
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_inherit = 'account.move.line'
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_columns = {
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'followup_line_id': fields.many2one('account_followup.followup.line', 'Follow-up Level',
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ondelete='restrict'), #restrict deletion of the followup line
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'followup_date': fields.date('Latest Follow-up', select=True),
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'result':fields.function(_get_result, type='float', method=True,
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string="Balance") #'balance' field is not the same
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}
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class email_template(osv.osv):
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_inherit = 'email.template'
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# Adds current_date to the context. That way it can be used to put
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# the account move lines in bold that are overdue in the email
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def render_template(self, cr, uid, template, model, res_id, context=None):
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context['current_date'] = fields.date.context_today(cr, uid, context)
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return super(email_template, self).render_template(cr, uid, template, model, res_id, context=context)
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class res_partner(osv.osv):
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def fields_view_get(self, cr, uid, view_id=None, view_type=None, context=None, toolbar=False, submenu=False):
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res = super(res_partner, self).fields_view_get(cr, uid, view_id=view_id, view_type=view_type, context=context,
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toolbar=toolbar, submenu=submenu)
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context = context or {}
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if view_type == 'form' and context.get('Followupfirst'):
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doc = etree.XML(res['arch'], parser=None, base_url=None)
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first_node = doc.xpath("//page[@name='followup_tab']")
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root = first_node[0].getparent()
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root.insert(0, first_node[0])
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res['arch'] = etree.tostring(doc, encoding="utf-8")
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return res
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def _get_latest(self, cr, uid, ids, names, arg, context=None, company_id=None):
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res={}
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if company_id == None:
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company = self.pool.get('res.users').browse(cr, uid, uid, context=context).company_id
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else:
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company = self.pool.get('res.company').browse(cr, uid, company_id, context=context)
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for partner in self.browse(cr, uid, ids, context=context):
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amls = partner.unreconciled_aml_ids
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latest_date = False
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latest_level = False
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latest_days = False
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latest_level_without_lit = False
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latest_days_without_lit = False
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for aml in amls:
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if (aml.company_id == company) and (aml.followup_line_id != False) and (not latest_days or latest_days < aml.followup_line_id.delay):
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latest_days = aml.followup_line_id.delay
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latest_level = aml.followup_line_id.id
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if (aml.company_id == company) and (not latest_date or latest_date < aml.followup_date):
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latest_date = aml.followup_date
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if (aml.company_id == company) and (aml.blocked == False) and (aml.followup_line_id != False and
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(not latest_days_without_lit or latest_days_without_lit < aml.followup_line_id.delay)):
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latest_days_without_lit = aml.followup_line_id.delay
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latest_level_without_lit = aml.followup_line_id.id
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res[partner.id] = {'latest_followup_date': latest_date,
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'latest_followup_level_id': latest_level,
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'latest_followup_level_id_without_lit': latest_level_without_lit}
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return res
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def do_partner_manual_action(self, cr, uid, partner_ids, context=None):
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#partner_ids -> res.partner
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for partner in self.browse(cr, uid, partner_ids, context=context):
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#Check action: check if the action was not empty, if not add
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action_text= ""
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if partner.payment_next_action:
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action_text = (partner.payment_next_action or '') + "\n" + (partner.latest_followup_level_id_without_lit.manual_action_note or '')
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else:
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action_text = partner.latest_followup_level_id_without_lit.manual_action_note or ''
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#Check date: put the minimum date if it existed already
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action_date = (partner.payment_next_action_date and min(partner.payment_next_action_date, fields.date.context_today(cr, uid, context))
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) or fields.date.context_today(cr, uid, context)
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# Check responsible: if partner has not got a responsible already, take from follow-up
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responsible_id = False
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if partner.payment_responsible_id:
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responsible_id = partner.payment_responsible_id.id
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else:
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p = partner.latest_followup_level_id_without_lit.manual_action_responsible_id
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responsible_id = p and p.id or False
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self.write(cr, uid, [partner.id], {'payment_next_action_date': action_date,
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'payment_next_action': action_text,
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'payment_responsible_id': responsible_id})
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def do_partner_print(self, cr, uid, wizard_partner_ids, data, context=None):
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#wizard_partner_ids are ids from special view, not from res.partner
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if not wizard_partner_ids:
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return {}
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data['partner_ids'] = wizard_partner_ids
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datas = {
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'ids': [],
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'model': 'account_followup.followup',
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'form': data
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}
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return {
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'type': 'ir.actions.report.xml',
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'report_name': 'account_followup.followup.print',
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'datas': datas,
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}
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def do_partner_mail(self, cr, uid, partner_ids, context=None):
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#partner_ids are res.partner ids
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# If not defined by latest follow-up level, it will be the default template if it can find it
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mtp = self.pool.get('email.template')
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unknown_mails = 0
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for partner in self.browse(cr, uid, partner_ids, context=context):
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if partner.email and partner.email.strip():
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level = partner.latest_followup_level_id_without_lit
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if level and level.send_email and level.email_template_id and level.email_template_id.id:
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mtp.send_mail(cr, uid, level.email_template_id.id, partner.id, context=context)
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else:
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mail_template_id = self.pool.get('ir.model.data').get_object_reference(cr, uid,
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'account_followup', 'email_template_account_followup_default')
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mtp.send_mail(cr, uid, mail_template_id[1], partner.id, context=context)
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else:
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unknown_mails = unknown_mails + 1
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action_text = _("Email not sent because of email address of partner not filled in")
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if partner.payment_next_action_date:
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payment_action_date = min(fields.date.context_today(cr, uid, context), partner.payment_next_action_date)
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else:
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payment_action_date = fields.date.context_today(cr, uid, context)
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if partner.payment_next_action:
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payment_next_action = partner.payment_next_action + " + " + action_text
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else:
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payment_next_action = action_text
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self.write(cr, uid, [partner.id], {'payment_next_action_date': payment_action_date,
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'payment_next_action': payment_next_action}, context=context)
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return unknown_mails
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def action_done(self, cr, uid, ids, context=None):
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return self.write(cr, uid, ids, {'payment_next_action_date': False, 'payment_next_action':'', 'payment_responsible_id': False}, context=context)
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def do_button_print(self, cr, uid, ids, context=None):
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assert(len(ids) == 1)
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self.message_post(cr, uid, [ids[0]], body=_('Printed overdue payments report'), context=context)
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datas = {
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'ids': ids,
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'model': 'res.partner',
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'form': self.read(cr, uid, ids[0], context=context)
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}
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return {
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'type': 'ir.actions.report.xml',
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'report_name': 'account.overdue',
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'datas': datas,
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'nodestroy' : True
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}
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_inherit = "res.partner"
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_columns = {
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'payment_responsible_id':fields.many2one('res.users', ondelete='set null', string='Follow-up Responsible',
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help="Responsible for making sure the action happens."),
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'payment_note':fields.text('Customer Payment Promise', help="Payment Note"),
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'payment_next_action':fields.text('Next Action',
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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. "),
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'payment_next_action_date':fields.date('Next Action Date',
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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. "),
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'unreconciled_aml_ids':fields.one2many('account.move.line', 'partner_id', domain=['&', ('reconcile_id', '=', False), '&',
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('account_id.active','=', True), '&', ('account_id.type', '=', 'receivable'), ('state', '!=', 'draft')]),
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'latest_followup_date':fields.function(_get_latest, method=True, type='date', string="Latest Follow-up Date",
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help="Latest date that the follow-up level of the partner was changed",
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store=False,
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multi="latest"),
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'latest_followup_level_id':fields.function(_get_latest, method=True,
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type='many2one', relation='account_followup.followup.line', string="Latest Follow-up Level",
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help="The maximum follow-up level",
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store=False,
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multi="latest"),
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'latest_followup_level_id_without_lit':fields.function(_get_latest, method=True,
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type='many2one', relation='account_followup.followup.line', string="Latest Follow-up Level without litigation",
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help="The maximum follow-up level without taking into account the account move lines with litigation",
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store=False,
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multi="latest"),
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'payment_amount_due':fields.related('credit', type='float', string="Total amount due", readonly=True),
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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