audrius/account-financial-tools
1
0
Fork 0
mirror of https://github.com/OCA/account-financial-tools.git synced 2025-02-02 12:47:26 +02:00
Code Issues Packages Projects Releases Wiki Activity

[IMP] reporting layer, + add hook function to get contact address

Browse Source
This commit is contained in:
unknown
2013-07-12 08:28:24 +02:00
parent 6843db152b
commit 3b97ea2c67
3 changed files with 65 additions and 53 deletions
Download Patch File Download Diff File Expand all files Collapse all files

80
account_credit_control/data.xml
View File

@@ -4,7 +4,7 @@
<record id="email_template_credit_control_base" model="email.template">
<field name="name">Credit Control Email</field>
<field name="email_from">noreply@localhost</field>
<field name="subject">Credit Control: (${object.current_policy_level.name or 'n/a' })</field>
<field name="subject">Credit Control: (${object.current_policy_level.name or 'n/a'})</field>
<field name="email_to">${object.get_email() or ''}</field>
<field name="model_id" ref="model_credit_control_communication"/>
<field name="auto_delete" eval="True"/>
@@ -31,7 +31,8 @@
.basic_table th {
border: 1px solid lightGrey;
font-size: 12px;
font-size: 11px;
font-weight: bold;
}
.basic_table td {
@@ -41,6 +42,7 @@
td.amount, th.amount {
text-align: right;
padding-right: 2px;
white-space: nowrap;
}
@@ -52,19 +54,12 @@
</style>
%endif
<div>
<%
def carriage_returns(text):
return text.replace('\n', '<br />')
%>
<h1 style="clear: both; padding-top: 20px;">
<h3 style="clear: both; padding-top: 20px;">
Credit Control: ${object.current_policy_level.name or 'n/a' }
</h1>
</h3>
<p>Dear ${object.partner_id.name or ''},</p>
<p class="custom_text">${object.current_policy_level.custom_text | carriage_returns }</p>
<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>
<br/>
<br/>
@@ -72,21 +67,32 @@
<table class="basic_table" style="width: 100%;">
<caption><b>Summary</b></caption>
<tr>
<th class="date">Date due</th>
<th class="amount">Amount due</th>
<th class="amount">Amount balance</th>
<th>Invoice number</th>
<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>
%if line.invoice_id:
<td>${line.invoice_id.number}</td>
%else:
<td>n/a</td>
%endif
<td class="amount">${line.currency_id.name or object.company_id.currency_id.name}</td>
</tr>
%endfor
</table>
<br/>
@@ -143,8 +149,7 @@
<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">Dear Sir or Madam,
<field name="custom_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.
@@ -163,9 +168,8 @@ 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">Dear Sir or Madam,
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.
<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.
Thank you in advance for your anticipated cooperation in this matter.
@@ -183,8 +187,7 @@ 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">letter</field>
<field name="custom_text">Dear Sir or Madam,
<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.
@@ -213,12 +216,9 @@ 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">Dear Sir or Madam,
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.
<field name="custom_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.
@@ -235,13 +235,11 @@ 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">Dear Sir or Madam,
<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.
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
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.

19
account_credit_control/report/credit_control_summary.html.mako
View File

@@ -65,7 +65,7 @@ table {
.list_table th {
border-bottom: 2px solid black;
text-align: left;
font-size: 12px;
font-size: 11px;
font-weight: bold;
padding-right: 3px
padding-left: 3px
@@ -105,6 +105,7 @@ table .address_title {
td.amount, th.amount {
text-align: right;
padding-right:2px;
}
h1 {
@@ -129,13 +130,17 @@ tr.line {
<% setLang(comm.partner_id.lang) %>
<div class="address">
<table class="recipient">
%if comm.partner_id.parent_id:
<tr><td class="name">${comm.partner_id.parent_id.name or ''}</td></tr>
<tr><td>${comm.partner_id.title and comm.partner_id.title.name or ''} ${comm.partner_id.name }</td></tr>
<% address_lines = comm.partner_id.contact_address.split("\n")[1:] %>
<%
add = comm.get_contact_address()
%>
%if comm.partner_id.id == add.id:
<tr><td class="name">${comm.partner_id.title and comm.partner_id.title.name or ''} ${comm.partner_id.name }</td></tr>
<% address_lines = comm.partner_id.contact_address.split("\n") %>
%else:
<tr><td class="name">${comm.partner_id.title and comm.partner_id.title.name or ''} ${comm.partner_id.name }</td></tr>
<% address_lines = comm.partner_id.contact_address.split("\n") %>
<tr><td class="name">${comm.partner_id.name or ''}</td></tr>
<tr><td>${add.title and add.title.name or ''} ${add.name}</td></tr>
<% address_lines = add.contact_address.split("\n")[1:] %>
%endif
%for part in address_lines:
%if part:

19
account_credit_control/wizard/credit_control_communication.py
View File

@@ -26,7 +26,7 @@ logger = logging.getLogger('credit.control.line.mailing')
class CreditCommunication(TransientModel):
"""Shell calss used to provide a base model to email template and reporting.
"""Shell class used to provide a base model to email template and reporting.
Il use this approche in version 7 a browse record will exist even if not saved"""
_name = "credit.control.communication"
_description = "credit control communication"
@@ -51,13 +51,22 @@ class CreditCommunication(TransientModel):
def get_email(self, cr, uid, com_id, context=None):
"""Return a valid email for customer"""
assert not (isinstance(com_id, list) and len(com_id) > 1), \
"com_id: only one id expected"
if isinstance(com_id, list):
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)
return contact.email
def get_contact_address(self, cr, uid, com_id, context=None):
pmod = self.pool['res.partner']
if isinstance(com_id, list):
com_id = com_id[0]
form = self.browse(cr, uid, com_id, context=context)
email = form.partner_id.email or False
return email
part = form.partner_id
add_ids = part.address_get(adr_pref=['invoice']) or {}
add_id = add_ids.get('invoice', add_ids.get('default', False))
return pmod.browse(cr, uid, add_id, context)
def _get_credit_lines(self, cr, uid, line_ids, partner_id, level_id, context=None):
"""Return credit lines related to a partner and a policy level"""