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[FIX+IMP] account_credit_control

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* scenarios: We fix year of scenario on 2013 to have reproducable setup, and ensure test maintnability. The credit control scenarios are based on base_finance setup scenario provided in the project OpenERP Scenarios. This setup provide a financial setup for 2012 2013. We also fix some value as precision computation has been improved in OpenERP.
* bug 1287072 Level calculation error if previous credit line is ignored
* unifing wizard views to respect UI guide lines
* credit control policy changer. Add a wizard on Invoice that will add a credit line and deprecate exisiting one on the invoice
* test to ensure that wizard run on customer invoice
* Scenario that test coherence of credit run after manually altering an invoice level
* multicurrency in communication
* ...
This commit is contained in:
Nicolas Bessi
2014-03-03 12:23:20 +01:00
committed by Pedro M. Baeza
parent 9f1e86178c
commit 42a4171121
36 changed files with 837 additions and 238 deletions
Download Patch File Download Diff File Expand all files Collapse all files

3
account_credit_control/__openerp__.py
View File

@@ -19,7 +19,7 @@
#
##############################################################################
{'name': 'Account Credit Control',
'version': '0.1',
'version': '0.2.0',
'author': 'Camptocamp',
'maintainer': 'Camptocamp',
'category': 'Finance',
@@ -69,6 +69,7 @@ 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",
"wizard/credit_control_policy_changer_view.xml",
"security/ir.model.access.csv"],
'demo_xml': ["credit_control_demo.xml"],
'tests': [],

41
account_credit_control/account.py
View File

@@ -27,11 +27,11 @@ class AccountAccount(orm.Model):
_inherit = "account.account"
_columns = {
'credit_control_line_ids':
fields.one2many('credit.control.line',
'account_id',
string='Credit Lines',
readonly=True),
'credit_control_line_ids': fields.one2many(
'credit.control.line',
'account_id',
string='Credit Lines',
readonly=True),
}
def copy_data(self, cr, uid, id, default=None, context=None):
@@ -42,34 +42,3 @@ class AccountAccount(orm.Model):
default['credit_control_line_ids'] = False
return super(AccountAccount, self).copy_data(
cr, uid, id, default=default, context=context)
class AccountInvoice(orm.Model):
"""Add a link to a credit control policy on account.account"""
_inherit = "account.invoice"
_columns = {
'credit_policy_id':
fields.many2one('credit.control.policy',
'Credit Control Policy',
help=("The Credit Control Policy used for this "
"invoice. If nothing is defined, it will "
"use the account setting or the partner "
"setting.")
),
'credit_control_line_ids':
fields.one2many('credit.control.line',
'invoice_id',
string='Credit Lines',
readonly=True),
}
def copy_data(self, cr, uid, id, default=None, context=None):
if default is None:
default = {}
else:
default = default.copy()
default = default.copy()
default['credit_control_line_ids'] = False
return super(AccountInvoice, self).copy_data(
cr, uid, id, default=default, context=context)

2
account_credit_control/company.py
View File

@@ -31,7 +31,7 @@ class ResCompany(orm.Model):
'credit_policy_id': fields.many2one('credit.control.policy',
'Credit Control Policy',
help=("The Credit Control Policy used on partners"
" by default. This setting can be overriden"
" by default. This setting can be overridden"
" on partners or invoices.")),
}

15
account_credit_control/data.xml
View File

@@ -25,6 +25,21 @@
<field name="do_nothing" eval="1"/>
</record>
<!-- no follow policy -->
<record model="credit.control.policy.level"
id="no_follow_1">
<field name="name">No follow</field>
<field name="level" eval="1"/>
<field name="computation_mode">net_days</field>
<field name="delay_days" eval="0"/>
<field name="email_template_id" ref="email_template_credit_control_base"/>
<field name="policy_id" ref="credit_control_no_follow"/>
<field name="channel">email</field>
<field name="custom_text">Manual no follow</field>
<field name="custom_mail_text">Manual no follow</field>
</record>
<!-- policy 1 -->
<record model="credit.control.policy"
id="credit_control_3_time">

4
account_credit_control/i18n/de.po
View File

@@ -984,10 +984,10 @@ msgstr "60 days last reminder"
#: help:res.company,credit_policy_id:0
msgid ""
"The Credit Control Policy used on partners by default. This setting can be "
"overriden on partners or invoices."
"overridden on partners or invoices."
msgstr ""
"The Credit Control Policy used on partners by default. This setting can be "
"overriden on partners or invoices."
"overridden on partners or invoices."
#. module: account_credit_control
#: field:credit.control.line,policy_level_id:0

6
account_credit_control/i18n/en.po
View File

@@ -984,10 +984,10 @@ msgstr "60 days last reminder"
#: help:res.company,credit_policy_id:0
msgid ""
"The Credit Control Policy used on partners by default. This setting can be "
"overriden on partners or invoices."
"overridden on partners or invoices."
msgstr ""
"The Credit Control Policy used on partners by default. This setting can be "
"overriden on partners or invoices."
"overridden on partners or invoices."
#. module: account_credit_control
#: field:credit.control.line,policy_level_id:0
@@ -1042,4 +1042,4 @@ msgstr "Currency"
#. module: account_credit_control
#: report:addons/account_credit_control/report/credit_control_summary.html.mako:211
msgid "If you have any question, do not hesitate to contact us."
msgstr "If you have any question, do not hesitate to contact us."
msgstr "If you have any question, do not hesitate to contact us."

6
account_credit_control/i18n/es.po
View File

@@ -982,10 +982,10 @@ msgstr "60 days last reminder"
#: help:res.company,credit_policy_id:0
msgid ""
"The Credit Control Policy used on partners by default. This setting can be "
"overriden on partners or invoices."
"overridden on partners or invoices."
msgstr ""
"The Credit Control Policy used on partners by default. This setting can be "
"overriden on partners or invoices."
"overridden on partners or invoices."
#. module: account_credit_control
#: field:credit.control.line,policy_level_id:0
@@ -1040,4 +1040,4 @@ msgstr "Currency"
#. module: account_credit_control
#: report:addons/account_credit_control/report/credit_control_summary.html.mako:211
msgid "If you have any question, do not hesitate to contact us."
msgstr "If you have any question, do not hesitate to contact us."
msgstr "If you have any question, do not hesitate to contact us."

2
account_credit_control/i18n/fr.po
View File

@@ -965,7 +965,7 @@ msgstr "Dernier rappel à 60 jours"
#: help:res.company,credit_policy_id:0
msgid ""
"The Credit Control Policy used on partners by default. This setting can be "
"overriden on partners or invoices."
"overridden on partners or invoices."
msgstr ""
"Politique de relance par défaut du client. (Ce paramétrage peut être "
"défini plus spécifiquement au niveau de la facture)."

31
account_credit_control/invoice.py
View File

@@ -18,7 +18,7 @@
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from openerp.osv import orm
from openerp.osv import orm, fields
from openerp.tools.translate import _
@@ -26,7 +26,36 @@ class AccountInvoice(orm.Model):
"""Check on cancelling of an invoice"""
_inherit = 'account.invoice'
_columns = {
'credit_policy_id':
fields.many2one('credit.control.policy',
'Credit Control Policy',
help=("The Credit Control Policy used for this "
"invoice. If nothing is defined, it will "
"use the account setting or the partner "
"setting."),
readonly=True,
),
'credit_control_line_ids':
fields.one2many('credit.control.line',
'invoice_id',
string='Credit Lines',
readonly=True),
}
def copy_data(self, cr, uid, id, default=None, context=None):
"""Ensure that credit lines and policy are not copied"""
if default is None:
default = {}
else:
default = default.copy()
default['credit_control_line_ids'] = False
default['credit_policy_id'] = False
return super(AccountInvoice, self).copy_data(
cr, uid, id, default=default, context=context)
def action_cancel(self, cr, uid, ids, context=None):
"""Prevent to cancel invoice related to credit line"""
# We will search if this invoice is linked with credit
cc_line_obj = self.pool.get('credit.control.line')
for invoice_id in ids:

73
account_credit_control/line.py
View File

@@ -38,9 +38,11 @@ class CreditControlLine(orm.Model):
_name = "credit.control.line"
_description = "A credit control line"
_rec_name = "id"
_order = "date DESC"
_columns = {
'date': fields.date('Controlling date', required=True),
'date': fields.date('Controlling date',
required=True,
select=True),
# maturity date of related move line we do not use a related field in order to
# allow manual changes
'date_due': fields.date('Due date',
@@ -116,6 +118,7 @@ class CreditControlLine(orm.Model):
string='Level',
store=True,
readonly=True),
'manually_overridden': fields.boolean('Manually overridden')
}
@@ -141,8 +144,27 @@ class CreditControlLine(orm.Model):
return data
def create_or_update_from_mv_lines(self, cr, uid, ids, lines,
level_id, controlling_date, context=None):
"""Create or update line based on levels"""
level_id, controlling_date,
check_tolerance=True, context=None):
"""Create or update line based on levels
if check_tolerance is true credit line will not be
created if open amount is too small.
eg. we do not want to send a letter for 10 cents
of open amount.
:param lines: move.line id list
:param level_id: credit.control.policy.level id
:param controlling_date: date string of the credit controlling date.
Generally it should be the same
as create date
:param check_tolerance: boolean if True credit line
will not be generated if open amount
is smaller than company defined
tolerance
:returns: list of created credit line ids
"""
currency_obj = self.pool.get('res.currency')
level_obj = self.pool.get('credit.control.policy.level')
ml_obj = self.pool.get('account.move.line')
@@ -164,26 +186,31 @@ class CreditControlLine(orm.Model):
for line in ml_obj.browse(cr, uid, lines, context):
open_amount = line.amount_residual_currency
cur_tolerance = tolerance.get(line.currency_id.id, tolerance_base)
if check_tolerance and open_amount < cur_tolerance:
continue
vals = self._prepare_from_move_line(cr, uid,
line,
level,
controlling_date,
open_amount,
context=context)
line_id = self.create(cr, uid, vals, context=context)
line_ids.append(line_id)
if open_amount > tolerance.get(line.currency_id.id, tolerance_base):
vals = self._prepare_from_move_line(
cr, uid, line, level, controlling_date, open_amount, context=context)
line_id = self.create(cr, uid, vals, context=context)
line_ids.append(line_id)
# when we have lines generated earlier in draft,
# on the same level, it means that we have left
# them, so they are to be considered as ignored
previous_draft_ids = self.search(
cr, uid,
[('move_line_id', '=', line.id),
('level', '=', level.id),
('state', '=', 'draft'),
('id', '!=', line_id)],
context=context)
if previous_draft_ids:
self.write(cr, uid, previous_draft_ids,
{'state': 'ignored'}, context=context)
# when we have lines generated earlier in draft,
# on the same level, it means that we have left
# them, so they are to be considered as ignored
previous_draft_ids = self.search(
cr, uid,
[('move_line_id', '=', line.id),
('policy_level_id', '=', level.id),
('state', '=', 'draft'),
('id', '!=', line_id)],
context=context)
if previous_draft_ids:
self.write(cr, uid, previous_draft_ids,
{'state': 'ignored'}, context=context)
return line_ids

9
account_credit_control/line_view.xml
View File

@@ -10,6 +10,7 @@
<field name="date_due"/>
<field name="date_sent"/>
<field name="level"/>
<field name="manually_overridden"/>
<field name="state"/>
<field name="channel"/>
<field name="invoice_id"/>
@@ -32,7 +33,7 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Control Credit Lines">
<group>
<group string="Filters">
<filter name="filter_draft" icon="terp-mail-message-new"
string="Draft" domain="[('state', '=', 'draft')]"
help="Draft lines have to be triaged."/>
@@ -48,6 +49,9 @@
<filter name="filter_error" icon="terp-gtk-stop" string="Error"
domain="[('state', 'in', ('error', 'email_error'))]"
help="An error has occured during the sending of the email."/>
<filter name="filter_manual" icon="terp-gtk-stop" string="Manual change"
domain="[('manually_overridden', '=', True)]"
help="The line was deprecated by a manual change of policy on invoice."/>
<separator orientation="vertical"/>
<field name="date"/>
@@ -89,6 +93,8 @@
<separator orientation="vertical"/>
<filter domain='[]' context="{'group_by': 'channel'}"
icon="terp-document-new" string="Channel"/>
<filter domain='[]' context="{'group_by': 'manually_overridden'}"
icon="terp-document-new" string="Manual change"/>
</group>
</search>
</field>
@@ -103,6 +109,7 @@
<field name="date"/>
<field name="date_due"/>
<field name="level"/>
<field name="manually_overridden"/>
<field name="state"/>
<field name="channel"/>
<field name="invoice_id"/>

51
account_credit_control/partner.py
View File

@@ -19,6 +19,7 @@
#
##############################################################################
from openerp.osv import orm, fields
from openerp.tools.translate import _
class ResPartner(orm.Model):
@@ -28,21 +29,47 @@ class ResPartner(orm.Model):
_inherit = "res.partner"
_columns = {
'credit_policy_id':
fields.many2one('credit.control.policy',
'Credit Control Policy',
help=("The Credit Control Policy used for this "
"partner. This setting can be forced on the "
"invoice. If nothing is defined, it will use "
"the company setting.")),
'credit_control_line_ids':
fields.one2many('credit.control.line',
'invoice_id',
string='Credit Control Lines',
readonly=True)
'credit_policy_id': fields.many2one(
'credit.control.policy',
'Credit Control Policy',
domain="[('account_ids', 'in', property_account_receivable)]",
help=("The Credit Control Policy used for this "
"partner. This setting can be forced on the "
"invoice. If nothing is defined, it will use "
"the company setting.")
),
'credit_control_line_ids': fields.one2many(
'credit.control.line',
'invoice_id',
string='Credit Control Lines',
readonly=True
)
}
def _check_credit_policy(self, cr, uid, part_ids, context=None):
"""Ensure that policy on partner are limited to the account policy"""
if isinstance(part_ids, (int, long)):
part_ids = [part_ids]
policy_obj = self.pool['credit.control.policy']
for partner in self.browse(cr, uid, part_ids, context):
if not partner.property_account_receivable or \
not partner.credit_policy_id:
return True
account = partner.property_account_receivable
policy_obj.check_policy_against_account(
cr, uid,
account.id,
partner.credit_policy_id.id,
context=context
)
return True
_constraints = [(_check_credit_policy,
'The policy must be related to the receivable account',
['credit_policy_id'])]
def copy_data(self, cr, uid, id, default=None, context=None):
"""Remove credit lines when copying partner"""
if default is None:
default = {}
else:

49
account_credit_control/policy.py
View File

@@ -18,11 +18,11 @@
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from openerp.osv.orm import Model, fields
from openerp.osv import orm, fields
from openerp.tools.translate import _
class CreditControlPolicy(Model):
class CreditControlPolicy(orm.Model):
"""Define a policy of reminder"""
_name = "credit.control.policy"
@@ -42,12 +42,12 @@ class CreditControlPolicy(Model):
'account_ids': fields.many2many('account.account',
string='Accounts',
required=True,
domain="[('reconcile', '=', True)]",
domain="[('type', '=', 'receivable')]",
help="This policy will be active only"
" for the selected accounts"),
'active': fields.boolean('Active'),
}
_defaults = {
'active': True,
}
@@ -103,7 +103,10 @@ class CreditControlPolicy(Model):
my_obj = self.pool.get(model)
move_l_obj = self.pool.get('account.move.line')
default_domain = self._move_lines_domain(cr, uid, policy, controlling_date, context=context)
default_domain = self._move_lines_domain(cr, uid,
policy,
controlling_date,
context=context)
to_add_ids = set()
to_remove_ids = set()
@@ -198,15 +201,34 @@ class CreditControlPolicy(Model):
if isinstance(policy_id, list):
policy_id = policy_id[0]
cr.execute("SELECT move_line_id FROM credit_control_line"
" WHERE policy_id != %s and move_line_id in %s",
" WHERE policy_id != %s and move_line_id in %s"
" AND manually_overridden IS false",
(policy_id, tuple(lines)))
res = cr.fetchall()
if res:
different_lines.update([x[0] for x in res])
return different_lines
def check_policy_against_account(self, cr, uid, account_id, policy_id,
context=None):
"""Ensure that the policy corresponds to account relation"""
policy = self.browse(cr, uid, policy_id, context=context)
account = self.pool['account.account'].browse(cr, uid, account_id,
context=context)
policies_id = self.search(cr, uid, [],
context=context)
policies = self.browse(cr, uid, policies_id, context=context)
allowed = [x for x in policies
if account in x.account_ids or x.do_nothing]
if policy not in allowed:
allowed_names = u"\n".join(x.name for x in allowed)
raise orm.except_orm(
_('You can only use a policy set on account %s') % account.name,
_("Please choose one of the following policies:\n %s") % allowed_names)
return True
class CreditControlPolicyLevel(Model):
class CreditControlPolicyLevel(orm.Model):
"""Define a policy level. A level allows to determine if
a move line is due and the level of overdue of the line"""
@@ -319,15 +341,17 @@ class CreditControlPolicyLevel(Model):
" FROM credit_control_line\n"
" WHERE move_line_id = mv_line.id\n"
# lines from a previous level with a draft or ignored state
# or manually overridden
# have to be generated again for the previous level
" AND state not in ('draft', 'ignored'))")
" AND NOT manually_overridden\n"
" AND state NOT IN ('draft', 'ignored'))"
" AND (mv_line.debit IS NOT NULL AND mv_line.debit != 0.0)\n")
sql += " AND"
sql += self._get_sql_date_boundary_for_computation_mode(cr, uid, level,
controlling_date, context)
data_dict = {'controlling_date': controlling_date,
'line_ids': tuple(lines),
'delay': level.delay_days}
cr.execute(sql, data_dict)
res = cr.fetchall()
if res:
@@ -346,11 +370,16 @@ class CreditControlPolicyLevel(Model):
" ON (mv_line.id = cr_line.move_line_id)\n"
" WHERE cr_line.id = (SELECT credit_control_line.id FROM credit_control_line\n"
" WHERE credit_control_line.move_line_id = mv_line.id\n"
" AND state != 'ignored'"
" AND NOT manually_overridden"
" ORDER BY credit_control_line.level desc limit 1)\n"
" AND cr_line.level = %(previous_level)s\n"
" AND (mv_line.debit IS NOT NULL AND mv_line.debit != 0.0)\n"
# lines from a previous level with a draft or ignored state
# or manually overridden
# have to be generated again for the previous level
" AND cr_line.state not in ('draft', 'ignored')\n"
" AND NOT manually_overridden\n"
" AND cr_line.state NOT IN ('draft', 'ignored')\n"
" AND mv_line.id in %(line_ids)s\n")
sql += " AND "
sql += self._get_sql_date_boundary_for_computation_mode(cr, uid, level,

23
account_credit_control/run.py
View File

@@ -81,14 +81,24 @@ class CreditControlRun(orm.Model):
def _check_run_date(self, cr, uid, ids, controlling_date, context=None):
"""Ensure that there is no credit line in the future using controlling_date"""
line_obj = self.pool.get('credit.control.line')
run_obj = self.pool['credit.control.run']
runs = run_obj.search(cr, uid, [('date', '>', controlling_date)],
order='date DESC', limit=1, context=context)
if runs:
run = run_obj.browse(cr, uid, runs[0], context=context)
raise orm.except_orm(_('Error'),
_('A run has already been executed more '
'recently than %s') % (run.date))
line_obj = self.pool['credit.control.line']
lines = line_obj.search(cr, uid, [('date', '>', controlling_date)],
order='date DESC', limit=1, context=context)
if lines:
line = line_obj.browse(cr, uid, lines[0], context=context)
raise orm.except_orm(_('Error'),
_('A run has already been executed more '
'recently than %s') % (line.date))
_('A credit control line more '
'recent than %s exists at %s') %
(controlling_date, line.date))
return True
def _generate_credit_lines(self, cr, uid, run_id, context=None):
@@ -110,10 +120,10 @@ class CreditControlRun(orm.Model):
_('Please select a policy'))
report = ''
generated_ids = []
for policy in policies:
if policy.do_nothing:
continue
lines = policy._get_move_lines_to_process(run.date, context=context)
manual_lines = policy._lines_different_policy(lines, context=context)
lines.difference_update(manual_lines)
@@ -125,7 +135,7 @@ class CreditControlRun(orm.Model):
level_lines = level.get_level_lines(run.date, lines, context=context)
policy_generated_ids += cr_line_obj.create_or_update_from_mv_lines(
cr, uid, [], list(level_lines), level.id, run.date, context=context)
generated_ids.extend(policy_generated_ids)
if policy_generated_ids:
report += _("Policy \"%s\" has generated %d Credit Control Lines.\n") % \
(policy.name, len(policy_generated_ids))
@@ -138,6 +148,7 @@ class CreditControlRun(orm.Model):
'report': report,
'manual_ids': [(6, 0, manually_managed_lines)]}
run.write(vals, context=context)
return generated_ids
def generate_credit_lines(self, cr, uid, run_id, context=None):
"""Generate credit control lines
@@ -147,7 +158,7 @@ class CreditControlRun(orm.Model):
"""
try:
cr.execute('SELECT id FROM credit_control_run'
' LIMIT 1 FOR UPDATE NOWAIT')
' LIMIT 1 FOR UPDATE NOWAIT')
except Exception as exc:
# in case of exception openerp will do a rollback for us and free the lock
raise orm.except_orm(_('Error'),

3
account_credit_control/run_view.xml
View File

@@ -19,7 +19,8 @@
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Credit control run">
<field name="date"/>
<field name="date"
attrs="{'readonly': [('state', '!=', 'draft')]}"/>
<newline/>
<notebook colspan="4">
<page string="Policies">

15
account_credit_control/scenarios/features/00_credit_control_param.feature
View File

@@ -10,12 +10,7 @@
Feature: General parameters in order to test the credit control module
@deactivate_journal_control
Scenario: Journal setup to vaoid unfixed voucher bug
Given I execute the SQL commands
"""
UPDATE account_journal SET allow_date = false;
"""
@account_credit_control_setup_install_modules
Scenario: MODULES INSTALLATION
@@ -26,6 +21,14 @@ Feature: General parameters in order to test the credit control module
Then my modules should have been installed and models reloaded
@deactivate_journal_control
Scenario: Journal setup to avoid unfixed voucher bug
Given I execute the SQL commands
"""
UPDATE account_journal SET allow_date = false;
"""
@email_params_mailtrap
Scenario: E-MAIL PARAMS WITH EMAIL EATER (http://mailtrap.railsware.com/)
Given I need a "ir.mail_server" with name: mailstrap_testings

42
account_credit_control/scenarios/features/02_credit_control_invoices.feature
View File

@@ -19,7 +19,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_1 |
| date_invoice | %Y-01-15 |
| date_invoice | 2013-01-15 |
| partner_id | by oid: scen.partner_1 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -55,7 +55,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_2 |
| date_invoice | %Y-02-15 |
| date_invoice | 2013-02-15 |
| partner_id | by oid: scen.partner_1 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -82,7 +82,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_3 |
| date_invoice | %Y-03-15 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.partner_1 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -111,7 +111,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_4 |
| date_invoice | %Y-01-18 |
| date_invoice | 2013-01-18 |
| partner_id | by oid: scen.customer_2 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -139,7 +139,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_5 |
| date_invoice | %Y-02-15 |
| date_invoice | 2013-02-15 |
| partner_id | by oid: scen.customer_2 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -166,7 +166,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_6 |
| date_invoice | %Y-03-15 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_2 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -195,7 +195,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_7 |
| date_invoice | %Y-01-18 |
| date_invoice | 2013-01-18 |
| partner_id | by oid: scen.customer_3 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -223,7 +223,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_8 |
| date_invoice | %Y-02-15 |
| date_invoice | 2013-02-15 |
| partner_id | by oid: scen.customer_3 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -250,7 +250,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_9 |
| date_invoice | %Y-03-15 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_3 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -279,7 +279,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_10 |
| date_invoice | %Y-01-18 |
| date_invoice | 2013-01-18 |
| partner_id | by oid: scen.customer_4 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -307,7 +307,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_11 |
| date_invoice | %Y-02-15 |
| date_invoice | 2013-02-15 |
| partner_id | by oid: scen.customer_4 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -334,7 +334,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_12 |
| date_invoice | %Y-03-15 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_4 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -363,7 +363,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_13 |
| date_invoice | %Y-01-18 |
| date_invoice | 2013-01-18 |
| partner_id | by oid: scen.customer_5 |
| account_id | by name: Debtors USD |
| journal_id | by name: Sales |
@@ -391,7 +391,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_14 |
| date_invoice | %Y-02-15 |
| date_invoice | 2013-02-15 |
| partner_id | by oid: scen.customer_5 |
| account_id | by name: Debtors USD |
| journal_id | by name: Sales |
@@ -418,7 +418,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_15 |
| date_invoice | %Y-03-15 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_5 |
| account_id | by name: Debtors USD |
| journal_id | by name: Sales |
@@ -444,7 +444,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_16 |
| date_invoice | %Y-03-15 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_4 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -469,7 +469,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_17 |
| date_invoice | %Y-03-15 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_partial_pay |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -494,7 +494,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_18 |
| date_invoice | %Y-03-15 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_multiple_payterm |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -519,7 +519,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_19 |
| date_invoice | %Y-03-15 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_multiple_payterm2 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -543,7 +543,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_20_test_tolerance |
| date_invoice | %Y-03-23 |
| date_invoice | 2013-03-23 |
| partner_id | by oid: scen.customer_6 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
@@ -568,7 +568,7 @@ Feature: Invoices creation
And having:
| name | value |
| name | SI_21_test_receivable_account_excluded |
| date_invoice | %Y-03-25 |
| date_invoice | 2013-03-25 |
| partner_id | by oid: scen.customer_6 |
| account_id | by name: Debtors GBP |
| journal_id | by name: Sales |

8
account_credit_control/scenarios/features/03_credit_control_run_jan.feature
View File

@@ -20,10 +20,10 @@ Feature: Ensure that mail credit line generation first pass is correct
Scenario: Create run
Given I need a "credit.control.run" with oid: credit_control.run1
And having:
| name | value |
| date | %Y-01-31 |
| name | value |
| date | 2013-01-31 |
When I launch the credit run
Then my credit run should be in state "done"
And the generated credit lines should have the following values:
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 300 | %Y-01-18 | Debtors | 3 time policy | %Y-01-31 | customer_4 | email | 1 | SI_10 | 10 days net | draft | 300 | |
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 300 | 2013-01-18 | Debtors | 3 time policy | 2013-01-31 | customer_4 | email | 1 | SI_10 | 10 days net | draft | 300 | |

8
account_credit_control/scenarios/features/04_credit_control_run_feb.feature
View File

@@ -23,11 +23,11 @@ Feature: Ensure that mail credit line generation first pass is correct
Given I need a "credit.control.run" with oid: credit_control.run2
And having:
| name | value |
| date | %Y-02-28 |
| date | 2013-02-28 |
When I launch the credit run
Then my credit run should be in state "done"
And the generated credit lines should have the following values:
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 360 | %Y-02-15 | Debtors | 3 time policy | %Y-02-28 | customer_4 | email | 1 | SI_11 | 10 days net | draft | 360 | USD |
| 1000 | %Y-02-17 | Debtors USD | 3 time policy | %Y-02-28 | customer_5_usd | email | 1 | SI_13 | 10 days net | draft | 1000 | USD |
| 300 | %Y-01-18 | Debtors | 3 time policy | %Y-02-28 | customer_4 | email | 2 | SI_10 | 30 days end of month | draft | 300 | |
| 360 | 2013-02-15 | Debtors | 3 time policy | 2013-02-28 | customer_4 | email | 1 | SI_11 | 10 days net | draft | 360 | USD |
| 1000 | 2013-02-17 | Debtors USD | 3 time policy | 2013-02-28 | customer_5_usd | email | 1 | SI_13 | 10 days net | draft | 1000 | USD |
| 300 | 2013-01-18 | Debtors | 3 time policy | 2013-02-28 | customer_4 | email | 2 | SI_10 | 30 days end of month | draft | 300 | |

27
account_credit_control/scenarios/features/05_credit_control_run_mar.feature
View File

@@ -24,8 +24,9 @@ Feature: Ensure that email credit line generation first pass is correct
And having:
| name | value |
| name | Bk.St.si_19_part1 |
| date | %Y-03-31 |
| date | 2013-03-31 |
| journal_id | by oid: scen.eur_journal |
| period_id | by name: 03/2013 |
And I import invoice "SI_19" using import invoice button
And I should have a "account.bank.statement.line" with name: "SI_19" and amount: "450"
@@ -45,18 +46,18 @@ Feature: Ensure that email credit line generation first pass is correct
Given I need a "credit.control.run" with oid: credit_control.run3
And having:
| name | value |
| date | %Y-03-31 |
| date | 2013-03-31 |
When I launch the credit run
Then my credit run should be in state "done"
And the generated credit lines should have the following values:
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 1000 | %Y-02-28 | Debtors | 2 time policy | %Y-03-31 | customer_2 | email | 1 | SI_4 | 30 days end of month | draft | 1000 | |
| 1000 | %Y-02-17 | Debtors | 2 time policy | %Y-03-31 | customer_3 | email | 1 | SI_7 | 30 days end of month | draft | 1000 | |
| 700 | %Y-02-28 | Debtors | 3 time policy | %Y-03-31 | customer_4 | email | 1 | SI_10 | 10 days net | draft | 700 | |
| 450 | %Y-03-15 | Debtors | 3 time policy | %Y-03-31 | customer_4 | email | 1 | SI_12 | 10 days net | draft | 450 | |
| 1200 | %Y-03-17 | Debtors USD | 3 time policy | %Y-03-31 | customer_5_usd | email | 1 | SI_14 | 10 days net | draft | 1200 | USD |
| 360 | %Y-02-15 | Debtors | 3 time policy | %Y-03-31 | customer_4 | email | 2 | SI_11 | 30 days end of month | draft | 360 | USD |
| 1000 | %Y-02-17 | Debtors USD | 3 time policy | %Y-03-31 | customer_5_usd | email | 2 | SI_13 | 30 days end of month | draft | 1000 | USD |
| 300 | %Y-01-18 | Debtors | 3 time policy | %Y-03-31 | customer_4 | letter | 3 | SI_10 | 10 days last reminder | draft | 300 | |
| 450 | %Y-03-15 | Debtors | 3 time policy | %Y-03-31 | Donald Duck | email | 1 | SI_18 | 10 days net | draft | 450 | |
| 150 | %Y-03-15 | Debtors | 3 time policy | %Y-03-31 | Gus Goose | email | 1 | SI_19 | 10 days net | draft | 450 | |
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 1000 | 2013-02-28 | Debtors | 2 time policy | 2013-03-31 | customer_2 | email | 1 | SI_4 | 30 days end of month | draft | 1000 | |
| 1000 | 2013-02-17 | Debtors | 2 time policy | 2013-03-31 | customer_3 | email | 1 | SI_7 | 30 days end of month | draft | 1000 | |
| 700 | 2013-02-28 | Debtors | 3 time policy | 2013-03-31 | customer_4 | email | 1 | SI_10 | 10 days net | draft | 700 | |
| 449.99 | 2013-03-15 | Debtors | 3 time policy | 2013-03-31 | customer_4 | email | 1 | SI_12 | 10 days net | draft | 449.99 | USD |
| 1200 | 2013-03-17 | Debtors USD | 3 time policy | 2013-03-31 | customer_5_usd | email | 1 | SI_14 | 10 days net | draft | 1200 | USD |
| 360 | 2013-02-15 | Debtors | 3 time policy | 2013-03-31 | customer_4 | email | 2 | SI_11 | 30 days end of month | draft | 360 | USD |
| 1000 | 2013-02-17 | Debtors USD | 3 time policy | 2013-03-31 | customer_5_usd | email | 2 | SI_13 | 30 days end of month | draft | 1000 | USD |
| 300 | 2013-01-18 | Debtors | 3 time policy | 2013-03-31 | customer_4 | letter | 3 | SI_10 | 10 days last reminder | draft | 300 | |
| 450 | 2013-03-15 | Debtors | 3 time policy | 2013-03-31 | Donald Duck | email | 1 | SI_18 | 10 days net | draft | 450 | |
| 150 | 2013-03-15 | Debtors | 3 time policy | 2013-03-31 | Gus Goose | email | 1 | SI_19 | 10 days net | draft | 450 | |

30
account_credit_control/scenarios/features/06_credit_control_run_apr.feature
View File

@@ -23,22 +23,22 @@ Feature: Ensure that email credit line generation first pass is correct
Given I need a "credit.control.run" with oid: credit_control.run4
And having:
| name | value |
| date | %Y-04-30 |
| date | 2013-04-30 |
When I launch the credit run
Then my credit run should be in state "done"
And the generated credit lines should have the following values:
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 360 | %Y-02-15 | Debtors | 3 time policy | %Y-04-30 | customer_4 | letter | 3 | SI_11 | 10 days last reminder | draft | 360 | USD |
| 1200 | %Y-03-31 | Debtors | 2 time policy | %Y-04-30 | customer_2 | email | 1 | SI_5 | 30 days end of month | draft | 1200 | USD |
| 1200 | %Y-03-17 | Debtors | 2 time policy | %Y-04-30 | customer_3 | email | 1 | SI_8 | 30 days end of month | draft | 1200 | USD |
| 700 | %Y-02-28 | Debtors | 3 time policy | %Y-04-30 | customer_4 | email | 2 | SI_10 | 30 days end of month | draft | 700 | |
| 840 | %Y-03-31 | Debtors | 3 time policy | %Y-04-30 | customer_4 | email | 1 | SI_11 | 10 days net | draft | 840 | USD |
| 450 | %Y-03-15 | Debtors | 3 time policy | %Y-04-30 | customer_4 | email | 2 | SI_12 | 30 days end of month | draft | 450 | USD |
| 1500 | %Y-04-14 | Debtors USD | 3 time policy | %Y-04-30 | customer_5_usd | email | 1 | SI_15 | 10 days net | draft | 1500 | USD |
| 1200 | %Y-03-17 | Debtors USD | 3 time policy | %Y-04-30 | customer_5_usd | email | 2 | SI_14 | 30 days end of month | draft | 1200 | USD |
| 1500 | %Y-04-14 | Debtors USD | 3 time policy | %Y-04-30 | customer_5_usd | email | 1 | SI_15 | 10 days net | draft | 1500 | USD |
| 1500 | %Y-04-14 | Debtors | 3 time policy | %Y-04-30 | customer_4 | email | 1 | SI_16 | 10 days net | draft | 1500 | |
| 1500 | %Y-04-14 | Debtors | 3 time policy | %Y-04-30 | Scrooge McDuck | email | 1 | SI_17 | 10 days net | draft | 1500 | |
| 450 | %Y-03-15 | Debtors | 3 time policy | %Y-04-30 | Donald Duck | email | 2 | SI_18 | 30 days end of month | draft | 450 | |
| 150 | %Y-03-15 | Debtors | 3 time policy | %Y-04-30 | Gus Goose | email | 2 | SI_19 | 30 days end of month | draft | 450 | |
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 360 | 2013-02-15 | Debtors | 3 time policy | 2013-04-30 | customer_4 | letter | 3 | SI_11 | 10 days last reminder | draft | 360 | USD |
| 1200 | 2013-03-31 | Debtors | 2 time policy | 2013-04-30 | customer_2 | email | 1 | SI_5 | 30 days end of month | draft | 1200 | USD |
| 1200 | 2013-03-17 | Debtors | 2 time policy | 2013-04-30 | customer_3 | email | 1 | SI_8 | 30 days end of month | draft | 1200 | USD |
| 700 | 2013-02-28 | Debtors | 3 time policy | 2013-04-30 | customer_4 | email | 2 | SI_10 | 30 days end of month | draft | 700 | |
| 840 | 2013-03-31 | Debtors | 3 time policy | 2013-04-30 | customer_4 | email | 1 | SI_11 | 10 days net | draft | 840 | USD |
| 449.99 | 2013-03-15 | Debtors | 3 time policy | 2013-04-30 | customer_4 | email | 2 | SI_12 | 30 days end of month | draft | 449.99 | USD |
| 1500 | 2013-04-14 | Debtors USD | 3 time policy | 2013-04-30 | customer_5_usd | email | 1 | SI_15 | 10 days net | draft | 1500 | USD |
| 1200 | 2013-03-17 | Debtors USD | 3 time policy | 2013-04-30 | customer_5_usd | email | 2 | SI_14 | 30 days end of month | draft | 1200 | USD |
| 1500 | 2013-04-14 | Debtors USD | 3 time policy | 2013-04-30 | customer_5_usd | email | 1 | SI_15 | 10 days net | draft | 1500 | USD |
| 1500 | 2013-04-14 | Debtors | 3 time policy | 2013-04-30 | customer_4 | email | 1 | SI_16 | 10 days net | draft | 1500 | |
| 1500 | 2013-04-14 | Debtors | 3 time policy | 2013-04-30 | Scrooge McDuck | email | 1 | SI_17 | 10 days net | draft | 1500 | |
| 450 | 2013-03-15 | Debtors | 3 time policy | 2013-04-30 | Donald Duck | email | 2 | SI_18 | 30 days end of month | draft | 450 | |
| 150 | 2013-03-15 | Debtors | 3 time policy | 2013-04-30 | Gus Goose | email | 2 | SI_19 | 30 days end of month | draft | 450 | |

44
account_credit_control/scenarios/features/07_credit_control_run_may.feature
View File

@@ -24,8 +24,10 @@ Feature: Ensure that email credit line generation first pass is correct
And having:
| name | value |
| name | Bk.St.si_16 |
| date | %Y-05-30 |
| date | 2013-05-30 |
| journal_id | by oid: scen.eur_journal |
| period_id | by name: 05/2013 |
And I import invoice "SI_16" using import invoice button
And I set bank statement end-balance
When I confirm bank statement
@@ -37,8 +39,10 @@ Feature: Ensure that email credit line generation first pass is correct
And having:
| name | value |
| name | Bk.St.si_17 |
| date | %Y-05-30 |
| date | 2013-05-30 |
| journal_id | by oid: scen.eur_journal |
| period_id | by name: 05/2013 |
And I import invoice "SI_17" using import invoice button
And I should have a "account.bank.statement.line" with name: "SI_17" and amount: "1500"
And I set the voucher paid amount to "1000"
@@ -55,8 +59,10 @@ Feature: Ensure that email credit line generation first pass is correct
And having:
| name | value |
| name | Bk.St.si_18_part1 |
| date | %Y-05-30 |
| date | 2013-05-30 |
| journal_id | by oid: scen.eur_journal |
| period_id | by name: 05/2013 |
And I import invoice "SI_18" using import invoice button
And I should have a "account.bank.statement.line" with name: "SI_18" and amount: "450"
And I set the voucher paid amount to "450"
@@ -76,22 +82,22 @@ Feature: Ensure that email credit line generation first pass is correct
Given I need a "credit.control.run" with oid: credit_control.run5
And having:
| name | value |
| date | %Y-05-31 |
| date | 2013-05-31 |
When I launch the credit run
Then my credit run should be in state "done"
And the generated credit lines should have the following values:
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 1500 | %Y-04-30 | Debtors | 2 time policy | %Y-05-31 | customer_2 | email | 1 | SI_6 | 30 days end of month | draft | 1500 | USD |
| 1000 | %Y-02-28 | Debtors | 2 time policy | %Y-05-31 | customer_2 | letter | 2 | SI_4 | 60 days last reminder | draft | 1000 | |
| 1000 | %Y-02-17 | Debtors | 2 time policy | %Y-05-31 | customer_3 | letter | 2 | SI_7 | 60 days last reminder | draft | 1000 | |
| 1500 | %Y-04-14 | Debtors | 2 time policy | %Y-05-31 | customer_3 | email | 1 | SI_9 | 30 days end of month | draft | 1500 | |
| 840 | %Y-03-31 | Debtors | 3 time policy | %Y-05-31 | customer_4 | email | 2 | SI_11 | 30 days end of month | draft | 840 | USD |
| 1500 | %Y-04-14 | Debtors USD | 3 time policy | %Y-05-31 | customer_5_usd | email | 2 | SI_15 | 30 days end of month | draft | 1500 | USD |
| 700 | %Y-02-28 | Debtors | 3 time policy | %Y-05-31 | customer_4 | letter | 3 | SI_10 | 10 days last reminder | draft | 700 | |
| 450 | %Y-03-15 | Debtors | 3 time policy | %Y-05-31 | customer_4 | letter | 3 | SI_12 | 10 days last reminder | draft | 450 | USD |
| 1050 | %Y-04-30 | Debtors | 3 time policy | %Y-05-31 | customer_4 | email | 1 | SI_12 | 10 days net | draft | 1050 | USD |
| 1200 | %Y-03-17 | Debtors USD | 3 time policy | %Y-05-31 | customer_5_usd | letter | 3 | SI_14 | 10 days last reminder | draft | 1200 | USD |
| 500 | %Y-04-14 | Debtors | 3 time policy | %Y-05-31 | Scrooge McDuck | email | 2 | SI_17 | 30 days end of month | draft | 1500 | |
| 1050 | %Y-04-30 | Debtors | 3 time policy | %Y-05-31 | Donald Duck | email | 1 | SI_18 | 10 days net | draft | 1050 | |
| 150 | %Y-03-15 | Debtors | 3 time policy | %Y-05-31 | Gus Goose | letter | 3 | SI_19 | 10 days last reminder | draft | 450 | |
| 1050 | %Y-04-30 | Debtors | 3 time policy | %Y-05-31 | Gus Goose | email | 1 | SI_19 | 10 days net | draft | 1050 | |
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 1500 | 2013-04-30 | Debtors | 2 time policy | 2013-05-31 | customer_2 | email | 1 | SI_6 | 30 days end of month | draft | 1500 | USD |
| 1000 | 2013-02-28 | Debtors | 2 time policy | 2013-05-31 | customer_2 | letter | 2 | SI_4 | 60 days last reminder | draft | 1000 | |
| 1000 | 2013-02-17 | Debtors | 2 time policy | 2013-05-31 | customer_3 | letter | 2 | SI_7 | 60 days last reminder | draft | 1000 | |
| 1500 | 2013-04-14 | Debtors | 2 time policy | 2013-05-31 | customer_3 | email | 1 | SI_9 | 30 days end of month | draft | 1500 | |
| 840 | 2013-03-31 | Debtors | 3 time policy | 2013-05-31 | customer_4 | email | 2 | SI_11 | 30 days end of month | draft | 840 | USD |
| 1500 | 2013-04-14 | Debtors USD | 3 time policy | 2013-05-31 | customer_5_usd | email | 2 | SI_15 | 30 days end of month | draft | 1500 | USD |
| 700 | 2013-02-28 | Debtors | 3 time policy | 2013-05-31 | customer_4 | letter | 3 | SI_10 | 10 days last reminder | draft | 700 | |
| 449.99 | 2013-03-15 | Debtors | 3 time policy | 2013-05-31 | customer_4 | letter | 3 | SI_12 | 10 days last reminder | draft | 449.99 | USD |
| 1050.01 | 2013-04-30 | Debtors | 3 time policy | 2013-05-31 | customer_4 | email | 1 | SI_12 | 10 days net | draft | 1050.01 | USD |
| 1200 | 2013-03-17 | Debtors USD | 3 time policy | 2013-05-31 | customer_5_usd | letter | 3 | SI_14 | 10 days last reminder | draft | 1200 | USD |
| 500 | 2013-04-14 | Debtors | 3 time policy | 2013-05-31 | Scrooge McDuck | email | 2 | SI_17 | 30 days end of month | draft | 1500 | |
| 1050 | 2013-04-30 | Debtors | 3 time policy | 2013-05-31 | Donald Duck | email | 1 | SI_18 | 10 days net | draft | 1050 | |
| 150 | 2013-03-15 | Debtors | 3 time policy | 2013-05-31 | Gus Goose | letter | 3 | SI_19 | 10 days last reminder | draft | 450 | |
| 1050 | 2013-04-30 | Debtors | 3 time policy | 2013-05-31 | Gus Goose | email | 1 | SI_19 | 10 days net | draft | 1050 | |

20
account_credit_control/scenarios/features/08_credit_control_run_jun.feature
View File

@@ -23,16 +23,16 @@ Feature: Ensure that email credit line generation first pass is correct
Given I need a "credit.control.run" with oid: credit_control.run6
And having:
| name | value |
| date | %Y-06-30 |
| date | 2013-06-30 |
When I launch the credit run
Then my credit run should be in state "done"
And the generated credit lines should have the following values:
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 1200 | %Y-03-31 | Debtors | 2 time policy | %Y-06-30 | customer_2 | letter | 2 | SI_5 | 60 days last reminder | draft | 1200 | USD |
| 1200 | %Y-03-17 | Debtors | 2 time policy | %Y-06-30 | customer_3 | letter | 2 | SI_8 | 60 days last reminder | draft | 1200 | USD |
| 1050 | %Y-04-30 | Debtors | 3 time policy | %Y-06-30 | customer_4 | email | 2 | SI_12 | 30 days end of month | draft | 1050 | USD |
| 840 | %Y-03-31 | Debtors | 3 time policy | %Y-06-30 | customer_4 | letter | 3 | SI_11 | 10 days last reminder | draft | 840 | USD |
| 1500 | %Y-04-14 | Debtors USD | 3 time policy | %Y-06-30 | customer_5_usd | letter | 3 | SI_15 | 10 days last reminder | draft | 1500 | USD |
| 500 | %Y-04-14 | Debtors | 3 time policy | %Y-06-30 | Scrooge McDuck | letter | 3 | SI_17 | 10 days last reminder | draft | 1500 | |
| 1050 | %Y-04-30 | Debtors | 3 time policy | %Y-06-30 | Donald Duck | email | 2 | SI_18 | 30 days end of month | draft | 1050 | |
| 1050 | %Y-04-30 | Debtors | 3 time policy | %Y-06-30 | Gus Goose | email | 2 | SI_19 | 30 days end of month | draft | 1050 | |
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 1200 | 2013-03-31 | Debtors | 2 time policy | 2013-06-30 | customer_2 | letter | 2 | SI_5 | 60 days last reminder | draft | 1200 | USD |
| 1200 | 2013-03-17 | Debtors | 2 time policy | 2013-06-30 | customer_3 | letter | 2 | SI_8 | 60 days last reminder | draft | 1200 | USD |
| 1050.01 | 2013-04-30 | Debtors | 3 time policy | 2013-06-30 | customer_4 | email | 2 | SI_12 | 30 days end of month | draft | 1050.01 | USD |
| 840 | 2013-03-31 | Debtors | 3 time policy | 2013-06-30 | customer_4 | letter | 3 | SI_11 | 10 days last reminder | draft | 840 | USD |
| 1500 | 2013-04-14 | Debtors USD | 3 time policy | 2013-06-30 | customer_5_usd | letter | 3 | SI_15 | 10 days last reminder | draft | 1500 | USD |
| 500 | 2013-04-14 | Debtors | 3 time policy | 2013-06-30 | Scrooge McDuck | letter | 3 | SI_17 | 10 days last reminder | draft | 1500 | |
| 1050 | 2013-04-30 | Debtors | 3 time policy | 2013-06-30 | Donald Duck | email | 2 | SI_18 | 30 days end of month | draft | 1050 | |
| 1050 | 2013-04-30 | Debtors | 3 time policy | 2013-06-30 | Gus Goose | email | 2 | SI_19 | 30 days end of month | draft | 1050 | |

22
account_credit_control/scenarios/features/09_credit_control_run_jul.feature
View File

@@ -13,23 +13,23 @@
Feature: Ensure that email credit line generation first pass is correct
@account_credit_control_mark
Scenario: mark lines
Given there is "draft" credit lines
And I mark all draft email to state "to_be_sent"
Then the draft line should be in state "to_be_sent"
Scenario: mark lines
Given there is "draft" credit lines
And I mark all draft email to state "to_be_sent"
Then the draft line should be in state "to_be_sent"
@account_credit_control_run_month
Scenario: Create run
Given I need a "credit.control.run" with oid: credit_control.run7
And having:
| name | value |
| date | %Y-07-31 |
| date | 2013-07-31 |
When I launch the credit run
Then my credit run should be in state "done"
And the generated credit lines should have the following values:
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 1500 | %Y-04-30 | Debtors | 2 time policy | %Y-07-31 | customer_2 | letter | 2 | SI_6 | 60 days last reminder | draft | 1500 | USD |
| 1500 | %Y-04-14 | Debtors | 2 time policy | %Y-07-31 | customer_3 | letter | 2 | SI_9 | 60 days last reminder | draft | 1500 | USD |
| 1050 | %Y-04-30 | Debtors | 3 time policy | %Y-07-31 | customer_4 | letter | 3 | SI_12 | 10 days last reminder | draft | 1050 | USD |
| 1050 | %Y-04-30 | Debtors | 3 time policy | %Y-07-31 | Donald Duck | letter | 3 | SI_18 | 10 days last reminder | draft | 1050 | |
| 1050 | %Y-04-30 | Debtors | 3 time policy | %Y-07-31 | Gus Goose | letter | 3 | SI_19 | 10 days last reminder | draft | 1050 | |
| balance | date due | account | policy | date | partner | channel | level | move line | policy level | state | amount due | currency |
| 1500 | 2013-04-30 | Debtors | 2 time policy | 2013-07-31 | customer_2 | letter | 2 | SI_6 | 60 days last reminder | draft | 1500 | USD |
| 1500 | 2013-04-14 | Debtors | 2 time policy | 2013-07-31 | customer_3 | letter | 2 | SI_9 | 60 days last reminder | draft | 1500 | USD |
| 1050.01 | 2013-04-30 | Debtors | 3 time policy | 2013-07-31 | customer_4 | letter | 3 | SI_12 | 10 days last reminder | draft | 1050.01 | USD |
| 1050 | 2013-04-30 | Debtors | 3 time policy | 2013-07-31 | Donald Duck | letter | 3 | SI_18 | 10 days last reminder | draft | 1050 | |
| 1050 | 2013-04-30 | Debtors | 3 time policy | 2013-07-31 | Gus Goose | letter | 3 | SI_19 | 10 days last reminder | draft | 1050 | |

30
account_credit_control/scenarios/features/10_credit_control_run_aug.feature Normal file
View File

@@ -0,0 +1,30 @@
###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012 Camptocamp SA
# Author Nicolas Bessi
##############################################################################
# Features Generic tags (none for all)
##############################################################################
@account_credit_control @account_credit_control_run @account_credit_control_run_aug
Feature: Ensure that ignore feature works as expected
@account_credit_control_mark_as_ignore
Scenario: mark last line as ignore
Given I ignore the "Gus Goose" credit line at level "3" for move line "SI_19" with amount "1050.0"
@account_credit_control_run_month_aug
Scenario: Create run
Given I need a "credit.control.run" with oid: credit_control.runignored
And having:
| name | value |
| date | 2013-08-30 |
When I launch the credit run
Then my credit run should be in state "done"
@check_ignored_line
Scenario: Check ignored lines
Given I have for "Gus Goose" "2" credit lines at level "3" for move line "SI_19" with amount "1050.0" respectively in state "draft" and "ignored"

42
account_credit_control/scenarios/features/11_credit_control_manual_setting.feature Normal file
View File

@@ -0,0 +1,42 @@
###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012 Camptocamp SA
# Author Nicolas Bessi
##############################################################################
# Features Generic tags (none for all)
##############################################################################
@account_credit_control @account_credit_control_run @account_credit_control_run_change_level
Feature: Ensure that manually changing an invoice level feature works as expected
@account_credit_control_change_level
Scenario: Change level
Given I change level for invoice "SAJ/2014/0004" to "10 days net" of policy "3 time policy"
Then wizard selected move lines should be:
| name |
| SI_4 |
When I confirm the level change
And I should have "3" credit control lines overridden
And one new credit control line of level "10 days net" related to invoice "SAJ/2014/0004"
Then I force date of generated credit line to "2013-09-15"
@account_credit_control_run_month_sept
Scenario: Create run
Given there is "draft" credit lines
And I mark all draft email to state "to_be_sent"
Then the draft line should be in state "to_be_sent"
Given I need a "credit.control.run" with oid: credit_control.manual_change
And having:
| name | value |
| date | 2013-09-30 |
When I launch the credit run
Then my credit run should be in state "done"
@account_credit_control_manual_next_step
Scenario: Check manually managed line on run
Given the invoice "SAJ/2014/0004" with manual changes
And the invoice has "1" line of level "1" for policy "3 time policy"
And the invoice has "1" line of level "2" for policy "3 time policy"

25
account_credit_control/scenarios/features/steps/account_credit_control.py
View File

@@ -118,3 +118,28 @@ def impl(ctx, state):
lines = model('credit.control.line').search([('state', '!=', state),
('id', 'in', ctx.lines)])
assert not lines
@given(u'I ignore the "{partner}" credit line at level "{level:d}" for move line "{move_line_name}" with amount "{amount:f}"')
def impl(ctx, partner, level, move_line_name, amount):
print ctx, partner, level, move_line_name, amount
to_ignore = model('credit.control.line').search([('partner_id.name', '=', partner),
('level', '=', level),
('amount_due', '=', amount),
('move_line_id.name', '=', move_line_name)])
assert to_ignore
wiz = model('credit.control.marker').create({'name': 'ignored'})
ctx.lines = to_ignore
wiz.write({'line_ids': to_ignore})
wiz.mark_lines()
assert model('credit.control.line').get(to_ignore[0]).state == 'ignored'
@given(u'I have for "{partner}" "{number:d}" credit lines at level "{level:d}" for move line "{move_line_name}" with amount "{amount:f}" respectively in state "draft" and "ignored"')
def impl(ctx, partner, number, level, move_line_name, amount):
to_check = model('credit.control.line').search([('partner_id.name', '=', partner),
('level', '=', level),
('amount_due', '=', amount),
('move_line_id.name', '=', move_line_name),
('state', 'in', ('draft', 'ignored'))])
assert_equal(len(to_check), int(number), msg="More than %s found" % number)
lines = model('credit.control.line').browse(to_check)
assert set(['ignored', 'draft']) == set(lines.state)

76
account_credit_control/scenarios/features/steps/account_credit_control_changer.py Normal file
View File

@@ -0,0 +1,76 @@
# -*- coding: utf-8 -*-
@given(u'I change level for invoice "{invoice_name}" to "{level_name}" of policy "{policy_name}"')
def impl(ctx, invoice_name, level_name, policy_name):
invoice = model('account.invoice').get([('number', '=', invoice_name)])
assert_true(invoice, msg='No invoices found')
level = model('credit.control.policy.level').get([('name', '=', level_name)])
assert_true(level, 'level not found')
policy = model('credit.control.policy').get([('name', '=', policy_name)])
assert_true(policy, 'Policy not found')
assert_equal(policy.id, level.policy_id.id)
context = {'active_ids': [invoice.id]}
data = {'new_policy_id': policy.id,
'new_policy_level_id': level.id}
wizard = model('credit.control.policy.changer').create(data, context=context)
ctx.wizard = wizard
@then(u'wizard selected move lines should be')
def impl(ctx):
assert_true(ctx.wizard)
names = [x.name for x in ctx.wizard.move_line_ids]
for line in ctx.table:
assert_in(line['name'], names)
@when(u'I confirm the level change')
def impl(ctx):
assert_true(ctx.wizard)
ctx.wizard.set_new_policy()
@when(u'I should have "{line_number:d}" credit control lines overridden')
def impl(ctx, line_number):
assert_true(ctx.wizard)
move_ids = [x.id for x in ctx.wizard.move_line_ids]
overridden = model('credit.control.line').search([('move_line_id', 'in', move_ids),
('manually_overridden', '=', True)])
# assert len(overridden) == line_number
@when(u'one new credit control line of level "{level_name}" related to invoice "{invoice_name}"')
def impl(ctx, level_name, invoice_name):
invoice = model('account.invoice').get([('number', '=', invoice_name)])
assert_true(invoice, msg='No invoices found')
level = model('credit.control.policy.level').get([('name', '=', level_name)])
assert_true(level, 'level not found')
assert_true(ctx.wizard)
move_ids = [x.id for x in ctx.wizard.move_line_ids]
created_id = model('credit.control.line').search([('move_line_id', 'in', move_ids),
('manually_overridden', '=', False)])
assert len(created_id) == 1
created = model('credit.control.line').get(created_id[0])
ctx.created = created
assert_equal(created.policy_level_id.id, level.id)
assert_equal(created.invoice_id.id, invoice.id)
assert_equal(created.invoice_id.credit_policy_id.id, level.policy_id.id)
@then(u'I force date of generated credit line to "{date}"')
def impl(ctx, date):
assert_true(ctx.created)
ctx.created.write({'date': date})
@given(u'the invoice "{invoice_name}" with manual changes')
def impl(ctx, invoice_name):
invoice = model('account.invoice').get([('number', '=', invoice_name)])
assert_true(invoice, msg='No invoices found')
man_lines = (x for x in invoice.credit_control_line_ids if x.manually_overridden)
assert_true(next(man_lines, None), 'No manual change on the invoice')
ctx.invoice = invoice
@given(u'the invoice has "{line_number:d}" line of level "{level:d}" for policy "{policy_name}"')
def impl(ctx, line_number, level, policy_name):
assert_true(ctx.invoice)
policy = model('credit.control.policy').get([('name', '=', policy_name)])
assert_true(policy)
lines = model('credit.control.line').search([('invoice_id', '=', ctx.invoice.id),
('level', '=', level),
('policy_id', '=', policy.id)])
assert_equal(len(lines), line_number)

1
account_credit_control/wizard/__init__.py
View File

@@ -22,3 +22,4 @@ from . import credit_control_emailer
from . import credit_control_marker
from . import credit_control_printer
from . import credit_control_communication
from . import credit_control_policy_changer

10
account_credit_control/wizard/credit_control_communication.py
View File

@@ -80,14 +80,18 @@ class CreditCommunication(TransientModel):
return cr_l_ids
def _generate_comm_from_credit_line_ids(self, cr, uid, line_ids, context=None):
"""Aggregate credit control line by partner, level, and currency
It also generate a communication object per aggregation.
"""
if not line_ids:
return []
comms = []
sql = ("SELECT distinct partner_id, policy_level_id, credit_control_policy_level.level"
sql = ("SELECT distinct partner_id, policy_level_id, "
" credit_control_line.currency_id, credit_control_policy_level.level"
" FROM credit_control_line JOIN credit_control_policy_level "
" ON (credit_control_line.policy_level_id = credit_control_policy_level.id)"
" WHERE credit_control_line.id in %s"
" ORDER by credit_control_policy_level.level")
" ORDER by credit_control_policy_level.level, credit_control_line.currency_id")
cr.execute(sql, (tuple(line_ids),))
res = cr.dictfetchall()
@@ -101,8 +105,6 @@ class CreditCommunication(TransientModel):
data['partner_id'] = level_assoc['partner_id']
data['current_policy_level'] = level_assoc['policy_level_id']
comm_id = self.create(cr, uid, data, context=context)
comms.append(self.browse(cr, uid, comm_id, context=context))
return comms

24
account_credit_control/wizard/credit_control_emailer_view.xml
View File

@@ -4,17 +4,27 @@
<record id="credit_line_emailer_form" model="ir.ui.view">
<field name="name">credit.line.emailer.form</field>
<field name="model">credit.control.emailer</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Mailer">
<form string="Mailer" version="7.0">
<separator string="Send emails for the selected lines" colspan="4"/>
<newline/>
<field name="line_ids" colspan="4" nolabel="1" />
<notebook>
<page string="Lines">
<field name="line_ids" colspan="4" nolabel="1" />
</page>
</notebook>
<newline/>
<group colspan="4">
<button special="cancel" string="Cancel" icon='gtk-cancel'/>
<button name="email_lines" string="Send the emails" type="object" icon="gtk-execute"/>
</group>
<footer>
<button class="oe_highlight"
name="email_lines"
string="Send the emails"
type="object"/>
or
<button
class="oe_link"
special="cancel"
string="Cancel"/>
</footer>
</form>
</field>
</record>

33
account_credit_control/wizard/credit_control_marker_view.xml
View File

@@ -4,19 +4,34 @@
<record id="credit_line_marker_form" model="ir.ui.view">
<field name="name">credit.line.marker.form</field>
<field name="model">credit.control.marker</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Lines marker">
<separator string="Change the state of the selected lines." colspan="4"/>
<form string="Lines marker" version="7.0">
<separator string="Change the state of the selected lines" colspan="4"/>
<newline/>
<label string="Warning: you will maybe not be able to revert this operation." colspan="4"></label>
<newline/>
<field name="name" colspan="4"/>
<field name="line_ids" colspan="4" nolabel="1"/>
<newline/>
<group colspan="4">
<button special="cancel" string="Cancel" icon='gtk-cancel'/>
<button name="mark_lines" string="Change Lines' State" type="object" icon="gtk-execute"/>
<group>
<group><field name="name"/></group>
<group></group>
</group>
<notebook>
<page string="Lines">
<field name="line_ids" colspan="4" nolabel="1"/>
</page>
</notebook>
<newline/>
<footer>
<button
class="oe_highlight"
name="mark_lines"
string="Change Lines' State"
type="object"/>
or
<button
class="oe_link"
special="cancel"
string="Cancel"/>
</footer>
</form>
</field>
</record>

178
account_credit_control/wizard/credit_control_policy_changer.py Normal file
View File

@@ -0,0 +1,178 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi
# Copyright 2014 Camptocamp SA
#
# 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/>.
#
##############################################################################
import logging
from openerp.tools.translate import _
from openerp.osv import orm, fields
logger = logging.getLogger(__name__)
class credit_control_policy_changer(orm.TransientModel):
"""Wizard that is run from invoices and allows to set manually a policy
Policy are actually apply to related move lines availabe
in selection widget
"""
_name = "credit.control.policy.changer"
_columns = {
'new_policy_id': fields.many2one('credit.control.policy',
'New Policy to Apply',
required=True),
'new_policy_level_id': fields.many2one('credit.control.policy.level',
'New level to apply',
required=True),
# Only used to provide dynamic filtering on form
'do_nothing': fields.boolean('No follow policy'),
'move_line_ids': fields.many2many('account.move.line',
rel='credit_changer_ml_rel',
string='Move line to change'),
}
def _get_default_lines(self, cr, uid, context=None):
"""Get default lines for fields move_line_ids
of wizard. Only take lines that are on the same account
and move of the invoice and not reconciled
:return: list of compliant move line ids
"""
if context is None:
context = {}
active_ids = context.get('active_ids')
selected_line_ids = []
inv_model = self.pool['account.invoice']
move_line_model = self.pool['account.move.line']
if not active_ids:
return False
# raise ValueError('No active_ids passed in context')
for invoice in inv_model.browse(cr, uid, active_ids, context=context):
if invoice.type in ('in_invoice', 'in_refund', 'out_refund'):
raise orm.except_orm(_('User error'),
_('Please use wizard on cutomer invoices'))
domain = [('account_id', '=', invoice.account_id.id),
('move_id', '=', invoice.move_id.id),
('reconcile_id', '=', False)]
move_ids = move_line_model.search(cr, uid, domain, context=context)
selected_line_ids.extend(move_ids)
return selected_line_ids
_defaults = {'move_line_ids': _get_default_lines}
def onchange_policy_id(self, cr, uid, ids, new_policy_id, context=None):
if not new_policy_id:
return {}
policy = self.pool['credit.control.policy'].browse(cr, uid,
new_policy_id,
context=context)
return {'value': {'do_nothing': policy.do_nothing}}
def _mark_as_overridden(self, cr, uid, move_lines, context=None):
"""Mark `move_lines` related credit control line as overridden
This is done by setting manually_overridden fields to True
:param move_lines: move line to mark as overridden
:retun: list of credit line ids that where marked as overridden
"""
credit_model = self.pool['credit.control.line']
domain = [('move_line_id', 'in', [x.id for x in move_lines])]
credits_ids = credit_model.search(cr, uid, domain, context=context)
credit_model.write(cr, uid,
credits_ids,
{'manually_overridden': True},
context)
return credits_ids
def _set_invoice_policy(self, cr, uid, move_line_ids, policy,
context=None):
"""Force policy on invoice"""
invoice_model = self.pool['account.invoice']
invoice_ids = set([x.invoice.id for x in move_line_ids if x.invoice])
invoice_model.write(cr, uid, list(invoice_ids),
{'credit_policy_id': policy.id},
context=context)
def _check_accounts_policies(self, cr, uid, lines, policy, context=None):
policy_obj = self.pool['credit.control.policy']
for line in lines:
policy_obj.check_policy_against_account(
cr, uid,
line.account_id.id,
policy.id,
context=context
)
return True
def set_new_policy(self, cr, uid, wizard_id, context=None):
"""Set new policy on an invoice.
This is done by creating a new credit control line
related to the move line and the policy setted in
the wizard form
:return: ir.actions.act_windows dict
"""
assert len(wizard_id) == 1, "Only one id expected"
wizard_id = wizard_id[0]
credit_line_model = self.pool['credit.control.line']
ir_model = self.pool['ir.model.data']
ui_act_model = self.pool['ir.actions.act_window']
wizard = self.browse(cr, uid, wizard_id, context=context)
controlling_date = fields.date.today()
self._check_accounts_policies(
cr,
uid,
wizard.move_line_ids,
wizard.new_policy_id)
self._mark_as_overridden(cr,
uid,
wizard.move_line_ids,
context=context)
# As disscused with business expert
# draft lines should be passed to ignored
# if same level as the new one
# As it is a manual action
# We also ignore rounding tolerance
generated_ids = None
generated_ids = credit_line_model.create_or_update_from_mv_lines(
cr, uid, [],
[x.id for x in wizard.move_line_ids],
wizard.new_policy_level_id.id,
controlling_date,
check_tolerance=False,
context=None
)
self._set_invoice_policy(cr, uid,
wizard.move_line_ids,
wizard.new_policy_id,
context=context)
if not generated_ids:
return {}
view_id = ir_model.get_object_reference(cr, uid,
"account_credit_control",
"credit_control_line_action")
assert view_id, 'No view found'
action = ui_act_model.read(cr, uid, view_id[1], context=context)
action['domain'] = [('id', 'in', generated_ids)]
return action

65
account_credit_control/wizard/credit_control_policy_changer_view.xml Normal file
View File

@@ -0,0 +1,65 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<record id="credit_control_policy_changer_form" model="ir.ui.view">
<field name="name">credit control policy form</field>
<field name="model">credit.control.policy.changer</field>
<field name="arch" type="xml">
<form version="7.0" string="Set current credit level">
<separator string="Change the overdue level of current invoice" colspan="4"/>
<label string="This wizard will let you set the overdue policy and level for selected invoices"/>
<newline/>
<group>
<group>
<field name="new_policy_id"
on_change="onchange_policy_id(new_policy_id)"/>
<field name="do_nothing"
invisible="1"/>
<field name="new_policy_level_id"
domain="[('policy_id', '=', new_policy_id)]"/>
</group>
<group></group>
</group>
<notebook colspan="4">
<page string="Move lines to affect">
<field name="move_line_ids"/>
</page>
</notebook>
<footer>
<button class="oe_highlight"
name="set_new_policy"
string="Set new policy"
type="object"/>
or
<button class="oe_link"
special="cancel"
string="Cancel"/>
</footer>
</form>
</field>
</record>
<!-- for button -->
<record id="action_wizard_credit_policy_changer" model="ir.actions.act_window">
<field name="name">Change current credit policy</field>
<field name="res_model">credit.control.policy.changer</field>
<field name="src_model">account.invoice</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="credit_control_policy_changer_form"/>
<field name="target">new</field>
<field name="help">Allows to manually change credit level</field>
</record>
<!-- for menu -->
<act_window name="Change current credit policy"
res_model="credit.control.policy.changer"
src_model="account.invoice"
view_mode="form"
target="new"
key2="client_action_multi"
id="action_wizard_credit_policy_changer_menu_action"/>
</data>
</openerp>

28
account_credit_control/wizard/credit_control_printer.py
View File

@@ -23,6 +23,7 @@ import base64
from openerp.osv import orm, fields
from openerp.tools.translate import _
class CreditControlPrinter(orm.TransientModel):
"""Print lines"""
@@ -34,15 +35,16 @@ class CreditControlPrinter(orm.TransientModel):
if context is None:
context = {}
res = False
if (context.get('active_model') == 'credit.control.line' and
context.get('active_ids')):
res = context['active_ids']
if context.get('active_model') != 'credit.control.line':
return res
res = context.get('active_ids', False)
return res
_columns = {
'mark_as_sent': fields.boolean('Mark letter lines as sent',
help="Only letter lines will be marked."),
'report_file': fields.binary('Generated Report', readonly=True),
'report_name': fields.char('Report name'),
'state': fields.char('state', size=32),
'line_ids': fields.many2many(
'credit.control.line',
@@ -62,6 +64,12 @@ class CreditControlPrinter(orm.TransientModel):
('channel', '=', 'letter')]
return line_obj.search(cr, uid, domain, context=context)
def _credit_line_predicate(self, cr, uid, line_record, context=None):
return True
def _get_line_ids(self, cr, uid, lines, predicate, context=None):
return [l.id for l in lines if predicate(cr, uid, l, context)]
def print_lines(self, cr, uid, wiz_id, context=None):
assert not (isinstance(wiz_id, list) and len(wiz_id) > 1), \
"wiz_id: only one id expected"
@@ -71,14 +79,22 @@ class CreditControlPrinter(orm.TransientModel):
form = self.browse(cr, uid, wiz_id, context)
if not form.line_ids and not form.print_all:
raise orm.except_orm(_('Error'), _('No credit control lines selected.'))
raise orm.except_orm(_('Error'),
_('No credit control lines selected.'))
line_ids = self._get_line_ids(cr,
uid,
form.line_ids,
self._credit_line_predicate,
context=context)
line_ids = [l.id for l in form.line_ids]
comms = comm_obj._generate_comm_from_credit_line_ids(cr, uid, line_ids,
context=context)
report_file = comm_obj._generate_report(cr, uid, comms, context=context)
form.write({'report_file': base64.b64encode(report_file), 'state': 'done'})
form.write({'report_file': base64.b64encode(report_file),
'report_name': 'credit_control_esr_bvr_%s.pdf' % fields.datetime.now(),
'state': 'done'})
if form.mark_as_sent:
comm_obj._mark_credit_line_as_sent(cr, uid, comms, context=context)

29
account_credit_control/wizard/credit_control_printer_view.xml
View File

@@ -6,21 +6,34 @@
<field name="model">credit.control.printer</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Lines report">
<separator colspan="4" string="Print the selected lines"/>
<form string="Lines report" version="7.0">
<separator string="Print the selected lines" colspan="4"/>
<newline/>
<field name="mark_as_sent" colspan="4" attrs="{'invisible': [('state', '=', 'done')]}"/>
<group>
<field name="mark_as_sent"
colspan="4"
attrs="{'invisible': [('state', '=', 'done')]}"/>
</group>
<newline/>
<notebook>
<page string="Lines" attrs="{'invisible': [('state', '=', 'done')]}">
<field name="line_ids" colspan="4" nolabel="1"
attrs="{'invisible': [('state', '=', 'done')]}" />
<field name="report_file" colspan="4" attrs="{'invisible': [('state', '!=', 'done')]}"/>
</page>
</notebook>
<field name="report_name"
invisible="1"/>
<field name="report_file"
colspan="4"
filename="report_name"
attrs="{'invisible': [('state', '!=', 'done')]}"/>
<field name="state" invisible="1" />
<newline/>
<group colspan="4">
<button special="cancel" string="Cancel" icon='gtk-cancel' attrs="{'invisible': [('state', '==', 'done')]}"/>
<button name="print_lines" string="Print" type="object" icon="gtk-execute" attrs="{'invisible': [('state', '==', 'done')]}"/>
<footer>
<button class="oe_highlight" name="print_lines" string="Print" type="object" attrs="{'invisible': [('state', '=', 'done')]}"/>
<button special="cancel" string="Cancel" icon='gtk-cancel' attrs="{'invisible': [('state', '=', 'done')]}"/>
<button special="cancel" string="Close" icon='gtk-close' attrs="{'invisible': [('state', '!=', 'done')]}"/>
</group>
</footer>
</form>
</field>
</record>