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[REFACTOR] credit control mail are not in plain text but send as attachement

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unknown
2013-07-12 12:44:13 +02:00
parent 3b97ea2c67
commit 1d6338589a
6 changed files with 193 additions and 170 deletions
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4
account_credit_control/__openerp__.py
View File

@@ -58,7 +58,8 @@ On each generated line, you have many choices:
* Change the state (so you can ignore or reopen lines)
""",
'website': 'http://www.camptocamp.com',
'data': ["data.xml",
'data': ["report/report.xml",
"data.xml",
"line_view.xml",
"account_view.xml",
"partner_view.xml",
@@ -68,7 +69,6 @@ On each generated line, you have many choices:
"wizard/credit_control_emailer_view.xml",
"wizard/credit_control_marker_view.xml",
"wizard/credit_control_printer_view.xml",
"report/report.xml",
"security/ir.model.access.csv"],
'demo_xml': ["credit_control_demo.xml"],
'tests': [],

233
account_credit_control/data.xml
View File

@@ -8,122 +8,13 @@
<field name="email_to">${object.get_email() or ''}</field>
<field name="model_id" ref="model_credit_control_communication"/>
<field name="auto_delete" eval="True"/>
<field name="lang">${object.get_contact_address().lang.code or 'en_US'}</field>
<field name="report_template" ref="report_webkit_html"/>
<field name="body_html"><![CDATA[
%if mode and mode != 'pdf':
<!-- your css here -->
<style type="text/css">
body {
font-family: helvetica;
font-size: 11px;
}
.custom_text {
font-family: helvetica;
font-size: 11px;
text-align: justify;
}
.basic_table {
width: 100%;
text-align: center;
border: 1px solid lightGrey;
border-collapse: collapse;
}
.basic_table th {
border: 1px solid lightGrey;
font-size: 11px;
font-weight: bold;
}
.basic_table td {
border: 1px solid lightGrey;
font-size: 12px;
}
td.amount, th.amount {
text-align: right;
padding-right: 2px;
white-space: nowrap;
}
th.date {
}
td.date {
white-space: nowrap;
}
</style>
%endif
<div>
<h3 style="clear: both; padding-top: 20px;">
Credit Control: ${object.current_policy_level.name or 'n/a' }
</h3>
<p>Dear ${object.get_contact_address().name or ''},</p>
<p class="custom_text" width="95%">${object.current_policy_level.custom_text.replace('\n', '<br />')}</p>
Dear ${object.get_contact_address().name or ''}
<br/>
<br/>
<table class="basic_table" style="width: 100%;">
<caption><b>Summary</b></caption>
<tr>
<th width="200">Invoice number</th>
<th>Invoice date</th>
<th>Date due</th>
<th>Invoiced Amount</th>
<th>Open Amount</th>
<th>Currency</th>
</tr>
%for line in object.credit_control_line_ids:
<tr>
%if line.invoice_id:
<td width="200">${line.invoice_id.number}
%if line.invoice_id.name:
<br/>
${line.invoice_id.name}
%endif
</td>
%else:
<td width="200">${line.move_line_id.name}</td>
%endif
<td class="date">${line.date_entry}</td>
<td class="date">${line.date_due}</td>
<td class="amount">${line.amount_due}</td>
<td class="amount">${line.balance_due}</td>
<td class="amount">${line.currency_id.name or object.company_id.currency_id.name}</td>
</tr>
%endfor
</table>
<br/>
<br/>
<p>If you have any question, do not hesitate to contact us.</p>
<p>Thank you for choosing ${object.company_id.name}! </p>
<p>${object.user_id.name} ${object.user_id.email and '<%s>'%(object.user_id.email) or ''}<br/>
${object.company_id.name}<br/>
% if object.company_id.street:
${object.company_id.street or ''}<br/>
% endif
% if object.company_id.street2:
${object.company_id.street2}<br/>
% endif
% if object.company_id.city or object.company_id.zip:
${object.company_id.zip or ''} ${object.company_id.city or ''}<br/>
% endif
% if object.company_id.country_id:
${object.company_id.state_id and ('%s, ' % object.company_id.state_id.name) or ''} ${object.company_id.country_id.name or ''}<br/>
% endif
% if object.company_id.phone:
Phone: ${object.company_id.phone}<br/>
% endif
% if object.company_id.website:
${object.company_id.website or ''}<br/>
% endif
${object.current_policy_level.custom_mail_text}
]]></field>
</record>
@@ -149,14 +40,22 @@
<field name="email_template_id" ref="email_template_credit_control_base"/>
<field name="policy_id" ref="credit_control_3_time"/>
<field name="channel">email</field>
<field name="custom_text">
Our records indicate that we have not received the payment of the above mentioned invoice (copy attached for your convenience).
<field name="custom_text">Our records indicate that we have not received the payment of the above mentioned invoice.
If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards,
</field>
Best regards
</field>
<field name="custom_mail_text">Our records indicate that we have not received the payment of the above mentioned invoice (copy attached for your convenience).
If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
</record>
<record model="credit.control.policy.level"
@@ -168,14 +67,20 @@ Best regards,
<field name="email_template_id" ref="email_template_credit_control_base"/>
<field name="policy_id" ref="credit_control_3_time"/>
<field name="channel">email</field>
<field name="custom_text">
Our records indicate that we have not yet received the payment of the above mentioned invoice (copy attached for your convenience) despite our first reminder.
If it has already been sent, please disregard this notice. If not, please proceed with payment within 5 days.
<field name="custom_text">Our records indicate that we have not yet received the payment of the above mentioned invoice despite our first reminder.
If it has already been sent, please disregard this notice. If not, please proceed with payment within 5 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards,
</field>
Best regards
</field>
<field name="custom_mail_text">Our records indicate that we have not yet received the payment of the above mentioned invoice (copy attached for your convenience) despite our first reminder.
If it has already been sent, please disregard this notice. If not, please proceed with payment within 5 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
</record>
<record model="credit.control.policy.level"
@@ -188,17 +93,29 @@ Best regards,
<field name="policy_id" ref="credit_control_3_time"/>
<field name="channel">letter</field>
<field name="custom_text">
Our records indicate that we still have not received the payment of the above mentioned invoice (copy attached) despite our two reminders.
If payment have already been sent, please disregard this notice. If not, please proceed with payment.
If your payment has not been received in the next 5 days, your file will be transfered to our debt collection agency.
Our records indicate that we still have not received the payment of the above mentioned invoice despite our two reminders.
If payment have already been sent, please disregard this notice. If not, please proceed with payment.
If your payment has not been received in the next 5 days, your file will be transfered to our debt collection agency.
Should you need us to arrange a payment plan for you, please advise.
A customer account statement is enclosed for you convenience.
Should you need us to arrange a payment plan for you, please advise.
A customer account statement is enclosed for you convenience.
Thank you in advance for your anticipated cooperation in this matter.
Thank you in advance for your anticipated cooperation in this matter.
Best regards,
</field>
Best regards
</field>
<field name="custom_mail_text">Our records indicate that we still have not received the payment of the above mentioned invoice (copy attached) despite our two reminders.
If payment have already been sent, please disregard this notice. If not, please proceed with payment.
If your payment has not been received in the next 5 days, your file will be transfered to our debt collection agency.
Should you need us to arrange a payment plan for you, please advise.
A customer account statement is enclosed for you convenience.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
</record>
<!-- policy 2 -->
@@ -216,14 +133,20 @@ Best regards,
<field name="email_template_id" ref="email_template_credit_control_base"/>
<field name="policy_id" ref="credit_control_2_time"/>
<field name="channel">email</field>
<field name="custom_text">
Our records indicate that we have not received the payment of the above mentioned invoice (copy attached for your convenience).
<field name="custom_text">Our records indicate that we have not received the payment of the above mentioned invoice.
If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
<field name="custom_mail_text">Our records indicate that we have not received the payment of the above mentioned invoice (copy attached for your convenience).
If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards,
</field>
Best regards
</field>
</record>
<record model="credit.control.policy.level"
@@ -235,39 +158,51 @@ Best regards,
<field name="email_template_id" ref="email_template_credit_control_base"/>
<field name="policy_id" ref="credit_control_2_time"/>
<field name="channel">letter</field>
<field name="custom_text">
Our records indicate that we still have not received the payment of the above mentioned invoice (copy attached) despite our reminder.
<field name="custom_text">Our records indicate that we still have not received the payment of the above mentioned invoice despite our reminder.
If payment have already been sent, please disregard this notice. If not, please proceed with payment.
If your payment has not been received in the next 5 days, your file will be transfered to our debt
collection agency.
Should you need us to arrange a payment plan for you, please advise.
A customer account statement is enclosed for you convenience.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
<field name="custom_mail_text">Our records indicate that we still have not received the payment of the above mentioned invoice (copy attached) despite our reminder.
If payment have already been sent, please disregard this notice. If not, please proceed with payment.
If your payment has not been received in the next 5 days, your file will be transfered to our debt
collection agency.
collection agency.
Should you need us to arrange a payment plan for you, please advise.
A customer account statement is enclosed for you convenience.
Should you need us to arrange a payment plan for you, please advise.
A customer account statement is enclosed for you convenience.
Thank you in advance for your anticipated cooperation in this matter.
Thank you in advance for your anticipated cooperation in this matter.
Best regards,
</field>
Best regards
</field>
</record>
<record id="group_account_credit_control_manager" model="res.groups">
<field name="name">Credit Control Manager</field>
<field name="category_id" ref="base.module_category_accounting_and_finance"/>
<field name="name">Credit Control Manager</field>
<field name="category_id" ref="base.module_category_accounting_and_finance"/>
</record>
<record id="group_account_credit_control_user" model="res.groups" context="{'noadmin':True}">
<field name="name">Credit Control User</field>
<field name="category_id" ref="base.module_category_accounting_and_finance"/>
<field name="name">Credit Control User</field>
<field name="category_id" ref="base.module_category_accounting_and_finance"/>
</record>
<record id="group_account_credit_control_info" model="res.groups" context="{'noadmin':True}">
<field name="name">Credit Control Info</field>
<field name="category_id" ref="base.module_category_accounting_and_finance"/>
<field name="name">Credit Control Info</field>
<field name="category_id" ref="base.module_category_accounting_and_finance"/>
</record>
<record id="base.main_company" model="res.company">
<field name="credit_policy_id" ref="credit_control_3_time"/>
<field name="credit_policy_id" ref="credit_control_3_time"/>
</record>
</data>

3
account_credit_control/policy.py
View File

@@ -227,6 +227,9 @@ class CreditControlPolicyLevel(Model):
('email', 'Email')],
'Channel', required=True),
'custom_text': fields.text('Custom Message', required=True, translate=True),
'custom_mail_text': fields.text('Custom Mail Message',
required=True, translate=True),
}
def _check_level_mode(self, cr, uid, rids, context=None):

5
account_credit_control/policy_view.xml
View File

@@ -32,7 +32,10 @@
</page>
<page string="Mail and reporting">
<field name="email_template_id"/>
<field name="custom_text"/>
<newline/>
<field name="custom_text" colspan="4"/>
<newline/>
<field name="custom_mail_text" colspan="4"/>
</page>
</notebook>
</form>

98
account_credit_control/report/credit_control_summary.html.mako
View File

@@ -4,17 +4,17 @@
${css}
body {
font-family: helvetica;
font-size: 11px;
font-size: 12px;
}
.custom_text {
font-family: helvetica;
font-size: 11px;
font-size: 12px;
}
table {
font-family: helvetica;
font-size: 11px;
font-size: 12px;
}
.header {
@@ -33,11 +33,15 @@ table {
text-align: center;
border: 1px solid lightGrey;
border-collapse: collapse;
font-family: helvetica;
font-size: 12px;
}
.basic_table th {
border: 1px solid lightGrey;
font-size: 12px;
font-size: 11px;
font-weight: bold;
}
.basic_table td {
@@ -154,19 +158,81 @@ tr.line {
<br/>
</div>
<br/>
<br/>
<br/>
<div>
<%
setLang(comm.partner_id.lang)
current_uri = '%s_policy_template' % (comm.partner_id.lang)
if not context.lookup.has_template(current_uri):
# awfully horrible we add page tags here beacause openerp replaced
# mako by Jinga but not everywere so they sandbox mako into jinga
# and jinga prevent %page tag to wwork
context.lookup.put_string(current_uri,
"""<%page args="object, user=None, ctx=None, quote=None, format_exception=True, mode='email'" />
""" + comm.current_policy_level.email_template_id.body_html)
%>
<%include file="${current_uri}" args="object=comm,user=user,ctx=ctx,quote=quote,format_exception=format_exception,mode='pdf'"/>
<h3 style="clear: both; padding-top: 20px;">
${_('Reminder')}: ${comm.current_policy_level.name or '' }
</h3>
<p>${_('Dear')} ${comm.get_contact_address().name or ''},</p>
<p class="custom_text" width="95%">${comm.current_policy_level.custom_text.replace('\n', '<br />')}</p>
<br/>
<br/>
<table class="basic_table" style="width: 100%;">
<caption><b>${_('Summary')}<br/></b></caption>
<tr>
<th width="200">${_('Invoice number')}</th>
<th>${_('Invoice date')}</th>
<th>${_('Date due')}</th>
<th>${_('Invoiced Amount')}</th>
<th>${_('Open Amount')}</th>
<th>${_('Currency')}</th>
</tr>
%for line in comm.credit_control_line_ids:
<tr>
%if line.invoice_id:
<td width="200">${line.invoice_id.number}
%if line.invoice_id.name:
<br/>
${line.invoice_id.name}
%endif
</td>
%else:
<td width="200">${line.move_line_id.name}</td>
%endif
<td class="date">${line.date_entry}</td>
<td class="date">${line.date_due}</td>
<td class="amount">${line.amount_due}</td>
<td class="amount">${line.balance_due}</td>
<td class="amount">${line.currency_id.name or comm.company_id.currency_id.name}</td>
</tr>
%endfor
</table>
<br/>
<br/>
<%doc>
<!-- uncomment to have info after summary -->
<p>${_('If you have any question, do not hesitate to contact us.')}</p>
<p>${comm.user_id.name} ${comm.user_id.email and '<%s>'%(comm.user_id.email) or ''}<br/>
${comm.company_id.name}<br/>
% if comm.company_id.street:
${comm.company_id.street or ''}<br/>
% endif
% if comm.company_id.street2:
${comm.company_id.street2}<br/>
% endif
% if comm.company_id.city or comm.company_id.zip:
${comm.company_id.zip or ''} ${comm.company_id.city or ''}<br/>
% endif
% if comm.company_id.country_id:
${comm.company_id.state_id and ('%s, ' % comm.company_id.state_id.name) or ''} ${comm.company_id.country_id.name or ''}<br/>
% endif
% if comm.company_id.phone:
Phone: ${comm.company_id.phone}<br/>
% endif
% if comm.company_id.website:
${comm.company_id.website or ''}<br/>
% endif
</%doc>
<p style="page-break-after:always"></p>
%endfor

20
account_credit_control/wizard/credit_control_communication.py
View File

@@ -55,7 +55,7 @@ class CreditCommunication(TransientModel):
assert len(com_id) == 1, "get_email only support one id as parameter"
com_id = com_id[0]
form = self.browse(cr, uid, com_id, context=context)
contact = self.get_contact_address(form.partner_id.id, context=context)
contact = form.get_contact_address()
return contact.email
def get_contact_address(self, cr, uid, com_id, context=None):
@@ -111,6 +111,7 @@ class CreditCommunication(TransientModel):
cr_line_obj = self.pool.get('credit.control.line')
email_temp_obj = self.pool.get('email.template')
email_message_obj = self.pool.get('mail.mail')
att_obj = self.pool.get('ir.attachment')
email_ids = []
essential_fields = ['subject',
'body_html',
@@ -145,7 +146,22 @@ class CreditCommunication(TransientModel):
{'mail_message_id': email_id,
'state': state},
context=context)
att_ids = []
for att in email_values.get('attachments', []):
attach_fname = att[0]
attach_datas = att[1]
data_attach = {
'name': attach_fname,
'datas': attach_datas,
'datas_fname': attach_fname,
'res_model': 'mail.mail',
'res_id': email_id,
'type': 'binary',
}
att_ids.append(att_obj.create(cr, uid, data_attach, context=context))
email_message_obj.write(cr, uid, [email_id],
{'attachment_ids': [(6, 0, att_ids)]},
context=context)
email_ids.append(email_id)
return email_ids