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[MIG] account_credit_control: Migration to 8.0

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This commit is contained in:
Guewen Baconnier
2014-10-28 11:45:18 +01:00
committed by Pedro M. Baeza
parent 3e36773432
commit 70e7966266
50 changed files with 7957 additions and 36 deletions
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29
account_credit_control/README.rst Normal file
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Credit Control
==============
Configuration
-------------
Configure the policies and policy levels in ``Accounting > Configuration >
Credit Control > Credit Policies``.
You can define as many policy levels as you need.
Configure a tolerance for the Credit control and a default policy
applied on all partners in each company, under the Accounting tab.
You are able to specify a particular policy for one partner or one invoice.
Usage
-----
Menu entries are located in ``Accounting > Periodical Processing > Credit
Control``.
Create a new "run" in the ``Credit Control Run`` menu with the controlling date.
Then, use the ``Compute credit lines`` button. All the credit control lines will
be generated. You can find them in the ``Credit Control Lines`` menu.
On each generated line, you have many choices:
* Send a email
* Print a letter
* Change the state (so you can ignore or reopen lines)

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account_credit_control/__init__.py Normal file
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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/>.
#
##############################################################################
from . import mail
from . import run
from . import line
from . import account
from . import partner
from . import policy
from . import company
from . import wizard
from . import invoice

44
account_credit_control/__openerp__.py
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##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012 Camptocamp SA
# Copyright 2012-2014 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
@@ -20,45 +20,17 @@
##############################################################################
{'name': 'Account Credit Control',
'version': '0.2.0',
'author': 'Camptocamp',
'author': "Camptocamp,Odoo Community Association (OCA)",
'maintainer': 'Camptocamp',
'category': 'Finance',
'complexity': "normal",
'depends': ['base', 'account',
'email_template', 'report_webkit'],
'description': """
Credit Control
==============
Configuration
-------------
Configure the policies and policy levels in ``Accounting > Configuration >
Credit Control > Credit Policies``.
You can define as many policy levels as you need.
Configure a tolerance for the Credit control and a default policy
applied on all partners in each company, under the Accounting tab.
You are able to specify a particular policy for one partner or one invoice.
Usage
-----
Menu entries are located in ``Accounting > Periodical Processing > Credit
Control``.
Create a new "run" in the ``Credit Control Run`` menu with the controlling date.
Then, use the ``Compute credit lines`` button. All the credit control lines will
be generated. You can find them in the ``Credit Control Lines`` menu.
On each generated line, you have many choices:
* Send a email
* Print a letter
* Change the state (so you can ignore or reopen lines)
""",
'depends': ['base',
'account',
'email_template',
],
'website': 'http://www.camptocamp.com',
'data': ["report/report.xml",
"report/report_credit_control_summary.xml",
"data.xml",
"line_view.xml",
"account_view.xml",
@@ -71,7 +43,7 @@ On each generated line, you have many choices:
"wizard/credit_control_printer_view.xml",
"wizard/credit_control_policy_changer_view.xml",
"security/ir.model.access.csv"],
'demo_xml': ["credit_control_demo.xml"],
'demo': ["credit_control_demo.xml"],
'tests': [],
'installable': True,
'license': 'AGPL-3',

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account_credit_control/account.py Normal file
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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/>.
#
##############################################################################
from openerp import models, fields
class AccountAccount(models.Model):
""" Add a link to a credit control policy on account.account """
_inherit = "account.account"
credit_control_line_ids = fields.One2many('credit.control.line',
'account_id',
string='Credit Lines',
readonly=True)

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account_credit_control/account_view.xml Normal file
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<openerp>
<data>
<act_window
id="act_account_credit_relation_relation"
name="Credit Lines"
groups="account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_user"
domain="[('account_id', '=', active_id)]"
res_model="credit.control.line"
src_model="account.account"/>
<record id="invoice_followup_form_view" model="ir.ui.view">
<field name="name">invoice.followup.form.view</field>
<field name="model">account.invoice</field>
<field name="inherit_id" ref="account.invoice_form" />
<field name="arch" type="xml">
<notebook position="inside">
<page string="Credit Control"
groups="account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_user,account_credit_control.group_account_credit_control_info">
<group>
<field name="credit_policy_id" widget="selection"
string="Manual Credit Control Policy"
attrs="{'invisible': [('credit_policy_id', '=', False)]}"
groups="account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_user,account_credit_control.group_account_credit_control_info"/>
</group>
<separator string="Issued Lines" colspan="4"/>
<field name="credit_control_line_ids" colspan="4" nolabel="1"
groups="account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_user,account_credit_control.group_account_credit_control_info" >
<tree string="Credit Control Lines">
<field name="date"/>
<field name="level"/>
<field name="state"/>
<field name="channel"/>
<field name="balance_due"/>
<field name="policy_level_id"/>
<field name="policy_id"/>
</tree>
</field>
</page>
</notebook>
</field>
</record>
</data>
</openerp>

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account_credit_control/company.py Normal file
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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/>.
#
##############################################################################
from openerp import models, fields
class ResCompany(models.Model):
""" Add credit control parameters """
_inherit = 'res.company'
credit_control_tolerance = fields.Float(string='Credit Control Tolerance',
default=0.1)
# This is not a property on the partner because we cannot search
# on fields.property (subclass fields.function).
credit_policy_id = fields.Many2one('credit.control.policy',
string='Credit Control Policy',
help="The Credit Control Policy used "
"on partners by default. "
"This setting can be overridden"
" on partners or invoices.")

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account_credit_control/company_view.xml Normal file
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<openerp>
<data>
<record id="credit_control_company_form" model="ir.ui.view">
<field name="name">credit.control.company.form</field>
<field name="model">res.company</field>
<field name="inherit_id" ref="base.view_company_form"/>
<field name="arch" type="xml">
<field name="currency_id" position="after">
<field name="credit_policy_id" widget="selection"/>
<field name="credit_control_tolerance"/>
</field>
</field>
</record>
</data>
</openerp>

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account_credit_control/credit_control_demo.xml Normal file
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<openerp>
<data>
<record id="a_recv_1" model="account.account">
<field name="code">X11002-a</field>
<field name="name">B2B Debtors - (test)</field>
<field ref="account.cas" name="parent_id"/>
<field name="type">receivable</field>
<field eval="True" name="reconcile"/>
<field name="user_type" ref="account.data_account_type_receivable"/>
</record>
<record id="a_recv_2" model="account.account">
<field name="code">X11002-b</field>
<field name="name">B2C Debtors - (test)</field>
<field ref="account.cas" name="parent_id"/>
<field name="type">receivable</field>
<field eval="True" name="reconcile"/>
<field name="user_type" ref="account.data_account_type_receivable"/>
</record>
<record id="a_recv_3" model="account.account">
<field name="code">X11002-c</field>
<field name="name">New Debtors - (test)</field>
<field ref="account.cas" name="parent_id"/>
<field name="type">receivable</field>
<field eval="True" name="reconcile"/>
<field name="user_type" ref="account.data_account_type_receivable"/>
</record>
</data>
</openerp>

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<openerp>
<data noupdate="1">
<!--Email template -->
<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: (${object.current_policy_level.name or 'n/a'})</field>
<field name="email_to">${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 or 'en_US'}</field>
<field name="report_template" ref="credit_control_summary"/>
<field name="body_html"><![CDATA[
Dear ${object.contact_address.name or ''}
<br/>
<br/>
${object.current_policy_level.custom_mail_text}
]]></field>
</record>
<!-- policy no follow -->
<record model="credit.control.policy"
id="credit_control_no_follow">
<field name="name">No follow</field>
<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">
<field name="name">3 time policy</field>
</record>
<record model="credit.control.policy.level"
id="3_time_1">
<field name="name">10 days net</field>
<field name="level" eval="1"/>
<field name="computation_mode">net_days</field>
<field name="delay_days" eval="10"/>
<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.
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 invoices mentioned in the attached document.
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"
id="3_time_2">
<field name="name">30 days end of month</field>
<field name="level" eval="2"/>
<field name="computation_mode">end_of_month</field>
<field name="delay_days" eval="30"/>
<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 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>
<field name="custom_mail_text">Our records indicate that we have not yet received the payment of the invoices mentioned in the attached document 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"
id="3_time_3">
<field name="name">10 days last reminder</field>
<field name="level" eval="3"/>
<field name="computation_mode">previous_date</field>
<field name="delay_days" eval="10"/>
<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">
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.
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 invoices mentioned in the attached document 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 -->
<record model="credit.control.policy"
id="credit_control_2_time">
<field name="name">2 time policy</field>
</record>
<record model="credit.control.policy.level"
id="2_time_1">
<field name="name">30 days end of month</field>
<field name="level" eval="1"/>
<field name="computation_mode">end_of_month</field>
<field name="delay_days" eval="30"/>
<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.
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 invoices mentioned in the attached document.
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"
id="2_time_2">
<field name="name">60 days last reminder</field>
<field name="level" eval="2"/>
<field name="computation_mode">previous_date</field>
<field name="delay_days" eval="60"/>
<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 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 invoices mentioned in the attached document 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>
</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"/>
</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"/>
</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"/>
</record>
<record id="base.main_company" model="res.company">
<field name="credit_policy_id" ref="credit_control_3_time"/>
</record>
</data>
</openerp>

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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Vincent Renaville
# Copyright 2013 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/>.
#
##############################################################################
from openerp import models, fields, api, _
class AccountInvoice(models.Model):
"""Check on cancelling of an invoice"""
_inherit = 'account.invoice'
credit_policy_id = fields.Many2one(
'credit.control.policy',
string='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,
copy=False,
)
credit_control_line_ids = fields.One2many(
'credit.control.line', 'invoice_id',
string='Credit Lines',
readonly=True,
copy=False,
)
@api.multi
def action_cancel(self):
"""Prevent to cancel invoice related to credit line"""
# We will search if this invoice is linked with credit
cc_line_obj = self.env['credit.control.line']
for invoice in self:
nondraft_domain = [('invoice_id', '=', invoice.id),
('state', '!=', 'draft')]
cc_nondraft_lines = cc_line_obj.search(nondraft_domain)
if cc_nondraft_lines:
raise api.Warning(
_('You cannot cancel this invoice.\n'
'A payment reminder has already been '
'sent to the customer.\n'
'You must create a credit note and '
'issue a new invoice.')
)
draft_domain = [('invoice_id', '=', invoice.id),
('state', '=', 'draft')]
cc_draft_line = cc_line_obj.search(draft_domain)
cc_draft_line.unlink()
return super(AccountInvoice, self).action_cancel()

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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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 import models, fields, api, _
logger = logging.getLogger('credit.line.control')
class CreditControlLine(models.Model):
""" A credit control line describes an amount due by a customer for a due date.
A line is created once the due date of the payment is exceeded.
It is created in "draft" and some actions are available (send by email,
print, ...)
"""
_name = "credit.control.line"
_description = "A credit control line"
_rec_name = "id"
_order = "date DESC"
date = fields.Date(string='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(string='Due date',
required=True,
readonly=True,
states={'draft': [('readonly', False)]})
date_entry = fields.Date(string='Entry date',
related='move_line_id.date',
store=True,
readonly=True)
date_sent = fields.Date(string='Sent date',
readonly=True,
states={'draft': [('readonly', False)]})
state = fields.Selection([('draft', 'Draft'),
('ignored', 'Ignored'),
('to_be_sent', 'Ready To Send'),
('sent', 'Done'),
('error', 'Error'),
('email_error', 'Emailing Error')],
'State',
required=True,
readonly=True,
default='draft',
help="Draft lines need to be triaged.\n"
"Ignored lines are lines for which we do "
"not want to send something.\n"
"Draft and ignored lines will be "
"generated again on the next run.")
channel = fields.Selection([('letter', 'Letter'),
('email', 'Email')],
string='Channel',
required=True,
readonly=True,
states={'draft': [('readonly', False)]})
invoice_id = fields.Many2one('account.invoice',
string='Invoice',
readonly=True)
partner_id = fields.Many2one('res.partner',
string='Partner',
required=True)
amount_due = fields.Float(string='Due Amount Tax incl.',
required=True, readonly=True)
balance_due = fields.Float(string='Due balance', required=True,
readonly=True)
mail_message_id = fields.Many2one('mail.mail', string='Sent Email',
readonly=True)
move_line_id = fields.Many2one('account.move.line',
string='Move line',
required=True,
readonly=True)
account_id = fields.Many2one('account.account',
related='move_line_id.account_id',
store=True,
readonly=True)
currency_id = fields.Many2one('res.currency',
related='move_line_id.currency_id',
store=True,
readonly=True)
company_id = fields.Many2one('res.company',
related='move_line_id.company_id',
store=True,
readonly=True)
# we can allow a manual change of policy in draft state
policy_level_id = fields.Many2one('credit.control.policy.level',
string='Overdue Level',
required=True,
readonly=True,
states={'draft': [('readonly', False)]})
policy_id = fields.Many2one('credit.control.policy',
related='policy_level_id.policy_id',
store=True,
readonly=True)
level = fields.Integer('credit.control.policy.level',
related='policy_level_id.level',
store=True,
readonly=True)
manually_overridden = fields.Boolean(string='Manually overridden')
run_id = fields.Many2one(comodel_name='credit.control.run',
string='Source')
@api.model
def _prepare_from_move_line(self, move_line, level, controlling_date,
open_amount):
""" Create credit control line """
data = {}
data['date'] = controlling_date
data['date_due'] = move_line.date_maturity
data['state'] = 'draft'
data['channel'] = level.channel
data['invoice_id'] = (move_line.invoice.id if
move_line.invoice else False)
data['partner_id'] = move_line.partner_id.id
data['amount_due'] = (move_line.amount_currency or move_line.debit or
move_line.credit)
data['balance_due'] = open_amount
data['policy_level_id'] = level.id
data['move_line_id'] = move_line.id
return data
@api.model
def create_or_update_from_mv_lines(self, lines, level, controlling_date,
check_tolerance=True):
""" 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 recordset
:param level: credit.control.policy.level record
: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: recordset of created credit lines
"""
currency_obj = self.env['res.currency']
user = self.env.user
currencies = currency_obj.search([])
tolerance = {}
tolerance_base = user.company_id.credit_control_tolerance
user_currency = user.company_id.currency_id
for currency in currencies:
tolerance[currency.id] = currency.compute(tolerance_base,
user_currency)
new_lines = self.browse()
for move_line in lines:
open_amount = move_line.amount_residual_currency
cur_tolerance = tolerance.get(move_line.currency_id.id,
tolerance_base)
if check_tolerance and open_amount < cur_tolerance:
continue
vals = self._prepare_from_move_line(move_line,
level,
controlling_date,
open_amount)
line = self.create(vals)
new_lines += line
# 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_drafts = self.search([('move_line_id', '=', move_line.id),
('policy_level_id', '=', level.id),
('state', '=', 'draft'),
('id', '!=', line.id)])
if previous_drafts:
previous_drafts.write({'state': 'ignored'})
return new_lines
@api.multi
def unlink(self):
for line in self:
if line.state != 'draft':
raise api.Warning(
_('You are not allowed to delete a credit control '
'line that is not in draft state.')
)
return super(CreditControlLine, self).unlink()

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<openerp>
<data>
<record id="credit_control_line_form" model="ir.ui.view">
<field name="name">credit.control.line.form</field>
<field name="model">credit.control.line</field>
<field name="arch" type="xml">
<form string="Control Credit Lines">
<header>
<field name="state" widget="statusbar"
statusbar_visible="draft,to_be_sent,sent"
statusbar_colors='{"error":"red","email_error":"red"}'/>
</header>
<sheet>
<group>
<group>
<field name="partner_id"/>
<field name="policy_level_id"/>
<field name="policy_id"/>
<field name="level"/>
<field name="manually_overridden"/>
</group>
<group>
<field name="date"/>
<field name="date_due"/>
<field name="channel"/>
<field name="date_sent"/>
<field name="mail_message_id"/>
</group>
</group>
<group>
<group>
<field name="invoice_id"/>
<field name="move_line_id"/>
<field name="account_id"/>
</group>
<group>
<field name="amount_due"/>
<field name="balance_due"/>
<field name="currency_id"/>
</group>
</group>
</sheet>
</form>
</field>
</record>
<record id="credit_control_line_search" model="ir.ui.view">
<field name="name">Credit Control Lines</field>
<field name="model">credit.control.line</field>
<field name="arch" type="xml">
<search string="Control Credit Lines">
<group string="Filters">
<filter name="filter_draft" icon="terp-mail-message-new"
string="Draft" domain="[('state', '=', 'draft')]"
help="Draft lines have to be triaged."/>
<filter name="filter_to_be_sent" icon="terp-mail-forward"
string="Ready To Send" domain="[('state', '=', 'to_be_sent')]"
help="These lines are ready to send by email or by letter using the Actions."/>
<filter name="filter_ignored" icon="terp-mail_delete"
string="Ignored" domain="[('state', '=', 'ignored')]"
help="Lines which have been ignored from previous runs."/>
<filter name="filter_sent" icon="terp-mail-replied"
string="Sent" domain="[('state', '=', 'sent')]"
help="Lines already sent."/>
<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"/>
<field name="channel" />
<field name="policy_id"/>
</group>
<newline/>
<group expand="0" string="More...">
<field name="partner_id"/>
<field name="account_id"/>
<field name="invoice_id"/>
<field name="level"/>
<field name="policy_level_id"/>
</group>
<newline/>
<group expand="0" string="Group By...">
<separator orientation="vertical"/>
<filter domain='[]' context="{'group_by': 'date'}"
icon="terp-go-month" string="Run date"/>
<separator orientation="vertical"/>
<filter domain='[]' context="{'group_by': 'level'}"
icon="terp-gtk-jump-to-rtl" string="Level"/>
<separator orientation="vertical"/>
<filter domain='[]' context="{'group_by': 'partner_id'}"
icon="terp-partner" string="Partner"/>
<separator orientation="vertical"/>
<filter domain='[]' context="{'group_by': 'account_id'}"
icon="terp-folder-green" string="Account"/>
<separator orientation="vertical"/>
<filter domain='[]' context="{'group_by': 'invoice_id'}"
icon="terp-document-new" string="Invoice"/>
<separator orientation="vertical"/>
<filter domain='[]' context="{'group_by': 'policy_id'}"
icon="terp-document-new" string="Credit policy"/>
<separator orientation="vertical"/>
<filter domain='[]' context="{'group_by': 'policy_level_id'}"
icon="terp-document-new" string="Credit policy level"/>
<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>
</record>
<record id="credit_control_line_tree" model="ir.ui.view">
<field name="name">credit.control.line.tree</field>
<field name="model">credit.control.line</field>
<field name="arch" type="xml">
<tree editable="bottom" string="Control Credit Lines" colors="green:state == 'sent';red:state in ('error', 'email_error');">
<field name="date"/>
<field name="date_due"/>
<field name="level"/>
<field name="manually_overridden"/>
<field name="state"/>
<field name="channel"/>
<field name="invoice_id"/>
<field name="partner_id"/>
<field name="amount_due"/>
<field name="balance_due"/>
<field name="currency_id"/>
<field name="move_line_id"/>
<field name="account_id"/>
<field name="policy_level_id"/>
<field name="policy_id"/>
<field name="mail_message_id"/>
</tree>
</field>
</record>
<menuitem
name="Credit Control"
parent="account.menu_finance_periodical_processing"
id="base_credit_control_menu"/>
<record model="ir.actions.act_window" id="credit_control_line_action">
<field name="name">Credit Control Lines</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">credit.control.line</field>
<field name="domain"></field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="credit_control_line_tree"/>
<field name="context">{'search_default_filter_draft': 1, 'search_default_filter_to_be_sent': 1}</field>
<field name="search_view_id" ref="credit_control_line_search"/>
</record>
<menuitem
name="Credit Control Lines"
parent="base_credit_control_menu"
action="credit_control_line_action"
sequence="20"
id="credit_control_line_action_menu"/>
</data>
</openerp>

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account_credit_control/mail.py Normal file
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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/>.
#
##############################################################################
from openerp import models, fields
class Mail(models.Model):
_inherit = 'mail.mail'
# use HTML fields instead of text
body_html = fields.Html('Rich-text Contents',
help="Rich-text/HTML message")

58
account_credit_control/partner.py Normal file
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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/>.
#
##############################################################################
from openerp import models, fields, api
class ResPartner(models.Model):
""" Add a settings on the credit control policy to use on the partners,
and links to the credit control lines.
"""
_inherit = "res.partner"
credit_policy_id = fields.Many2one(
'credit.control.policy',
string='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)
@api.constrains('credit_policy_id')
def _check_credit_policy(self):
""" Ensure that policy on partner are limited to the account policy """
for partner in self:
if (not partner.property_account_receivable or
not partner.credit_policy_id):
continue
account = partner.property_account_receivable
policy = partner.credit_policy_id
try:
policy.check_policy_against_account(account)
except api.Warning as err:
# constrains should raise ValidationError exceptions
raise api.ValidationError(err)

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account_credit_control/partner_view.xml Normal file
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<openerp>
<data>
<record id="partner_followup_form_view" model="ir.ui.view">
<field name="name">partner.credit_control.form.view</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form" />
<field name="arch" type="xml">
<field name="credit_limit" position="after">
<field name="credit_policy_id" widget="selection"
groups="account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_use"/>
</field>
</field>
</record>
<act_window
id="act_partner_credit_relation_relation"
name="Credit Lines"
groups="account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_user"
domain="[('partner_id', '=', active_id)]"
res_model="credit.control.line"
src_model="res.partner"/>
</data>
</openerp>

406
account_credit_control/policy.py Normal file
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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/>.
#
##############################################################################
from openerp import models, fields, api, _
class CreditControlPolicy(models.Model):
""" Define a policy of reminder """
_name = "credit.control.policy"
_description = """Define a reminder policy"""
name = fields.Char('Name', required=True)
level_ids = fields.One2many('credit.control.policy.level',
'policy_id',
string='Policy Levels')
do_nothing = fields.Boolean('Do nothing',
help='For policies which should not '
'generate lines or are obsolete')
company_id = fields.Many2one('res.company', string='Company')
account_ids = fields.Many2many(
'account.account',
string='Accounts',
required=True,
domain="[('type', '=', 'receivable')]",
help="This policy will be active only"
" for the selected accounts",
)
active = fields.Boolean('Active', default=True)
@api.multi
def _move_lines_domain(self, controlling_date):
""" Build the default domain for searching move lines """
self.ensure_one()
return [('account_id', 'in', self.account_ids.ids),
('date_maturity', '<=', controlling_date),
('reconcile_id', '=', False),
('partner_id', '!=', False)]
@api.multi
@api.returns('account.move.line')
def _due_move_lines(self, controlling_date):
""" Get the due move lines for the policy of the company.
The set of ids will be reduced and extended according
to the specific policies defined on partners and invoices.
Do not use direct SQL in order to respect security rules.
Assume that only the receivable lines have a maturity date and that
accounts used in the policy are reconcilable.
"""
self.ensure_one()
move_l_obj = self.env['account.move.line']
user = self.env.user
if user.company_id.credit_policy_id.id != self.id:
return move_l_obj.browse()
domain_line = self._move_lines_domain(controlling_date)
return move_l_obj.search(domain_line)
@api.multi
@api.returns('account.move.line')
def _move_lines_subset(self, controlling_date, model, move_relation_field):
""" Get the move lines related to one model for a policy.
Do not use direct SQL in order to respect security rules.
Assume that only the receivable lines have a maturity date and that
accounts used in the policy are reconcilable.
The policy relation field must be named credit_policy_id.
:param str controlling_date: date of credit control
:param str model: name of the model where is defined a credit_policy_id
:param str move_relation_field: name of the field in account.move.line
which is a many2one to `model`
:return: recordset to add in the process, recordset to remove from
the process
"""
self.ensure_one()
# MARK possible place for a good optimisation
my_obj = self.env[model]
move_l_obj = self.env['account.move.line']
default_domain = self._move_lines_domain(controlling_date)
to_add = move_l_obj.browse()
to_remove = move_l_obj.browse()
# The lines which are linked to this policy have to be included in the
# run for this policy.
# If another object override the credit_policy_id (ie. invoice after
add_objs = my_obj.search([('credit_policy_id', '=', self.id)])
if add_objs:
domain = list(default_domain)
domain.append((move_relation_field, 'in', add_objs.ids))
to_add = move_l_obj.search(domain)
# The lines which are linked to another policy do not have to be
# included in the run for this policy.
neg_objs = my_obj.search([('credit_policy_id', '!=', self.id),
('credit_policy_id', '!=', False)])
if neg_objs:
domain = list(default_domain)
domain.append((move_relation_field, 'in', neg_objs.ids))
to_remove = move_l_obj.search(domain)
return to_add, to_remove
@api.multi
@api.returns('account.move.line')
def _get_partner_related_lines(self, controlling_date):
""" Get the move lines for a policy related to a partner.
:param str controlling_date: date of credit control
:param str model: name of the model where is defined a credit_policy_id
:param str move_relation_field: name of the field in account.move.line
which is a many2one to `model`
:return: recordset to add in the process, recordset to remove from
the process
"""
return self._move_lines_subset(controlling_date, 'res.partner',
'partner_id')
@api.multi
@api.returns('account.move.line')
def _get_invoice_related_lines(self, controlling_date):
""" Get the move lines for a policy related to an invoice.
:param str controlling_date: date of credit control
:param str model: name of the model where is defined a credit_policy_id
:param str move_relation_field: name of the field in account.move.line
which is a many2one to `model`
:return: recordset to add in the process, recordset to remove from
the process
"""
return self._move_lines_subset(controlling_date, 'account.invoice',
'invoice')
@api.multi
@api.returns('account.move.line')
def _get_move_lines_to_process(self, controlling_date):
""" Build a list of move lines ids to include in a run
for a policy at a given date.
:param str controlling_date: date of credit control
:return: recordset to include in the run
"""
self.ensure_one()
# there is a priority between the lines, depicted by the calls below
lines = self._due_move_lines(controlling_date)
to_add, to_remove = self._get_partner_related_lines(controlling_date)
lines = (lines | to_add) - to_remove
to_add, to_remove = self._get_invoice_related_lines(controlling_date)
lines = (lines | to_add) - to_remove
return lines
@api.multi
@api.returns('account.move.line')
def _lines_different_policy(self, lines):
""" Return a set of move lines ids for which there is an
existing credit line but with a different policy.
"""
self.ensure_one()
move_line_obj = self.env['account.move.line']
different_lines = move_line_obj.browse()
if not lines:
return different_lines
cr = self.env.cr
cr.execute("SELECT move_line_id FROM credit_control_line"
" WHERE policy_id != %s and move_line_id in %s"
" AND manually_overridden IS false",
(self.id, tuple(lines.ids)))
res = cr.fetchall()
if res:
return move_line_obj.browse([row[0] for row in res])
return different_lines
@api.multi
def check_policy_against_account(self, account):
""" Ensure that the policy corresponds to account relation """
policies = self.search([])
allowed = [x for x in policies
if account in x.account_ids or x.do_nothing]
if self not in allowed:
allowed_names = u"\n".join(x.name for x in allowed)
raise api.Warning(
_('You can only use a policy set on '
'account %s.\n'
'Please choose one of the following '
'policies:\n %s') % (account.name, allowed_names)
)
return True
class CreditControlPolicyLevel(models.Model):
"""Define a policy level. A level allows to determine if
a move line is due and the level of overdue of the line"""
_name = "credit.control.policy.level"
_order = 'level'
_description = """A credit control policy level"""
name = fields.Char(string='Name', required=True, translate=True)
policy_id = fields.Many2one('credit.control.policy',
string='Related Policy',
required=True)
level = fields.Integer(string='Level', required=True)
computation_mode = fields.Selection(
[('net_days', 'Due Date'),
('end_of_month', 'Due Date, End Of Month'),
('previous_date', 'Previous Reminder')],
string='Compute Mode',
required=True
)
delay_days = fields.Integer(string='Delay (in days)', required=True)
email_template_id = fields.Many2one('email.template',
string='Email Template',
required=True)
channel = fields.Selection([('letter', 'Letter'),
('email', 'Email')],
string='Channel',
required=True)
custom_text = fields.Text(string='Custom Message',
required=True,
translate=True)
custom_mail_text = fields.Text(string='Custom Mail Message',
required=True, translate=True)
_sql_constraint = [('unique level',
'UNIQUE (policy_id, level)',
'Level must be unique per policy')]
@api.one
@api.constrains('level', 'computation_mode')
def _check_level_mode(self):
""" The smallest level of a policy cannot be computed on the
"previous_date".
"""
smallest_level = self.search([('policy_id', '=', self.policy_id.id)],
order='level asc', limit=1)
if smallest_level.computation_mode == 'previous_date':
return api.ValidationError(_('The smallest level can not be of '
'type Previous Reminder'))
@api.multi
def _previous_level(self):
""" For one policy level, returns the id of the previous level
If there is no previous level, it returns None, it means that's the
first policy level
:return: previous level or None if there is no previous level
"""
self.ensure_one()
previous_levels = self.search([('policy_id', '=', self.policy_id.id),
('level', '<', self.level)],
order='level desc',
limit=1)
if not previous_levels:
return None
return previous_levels
# ----- sql time related methods ---------
@staticmethod
def _net_days_get_boundary():
return (" (mv_line.date_maturity + %(delay)s)::date <= "
"date(%(controlling_date)s)")
@staticmethod
def _end_of_month_get_boundary():
return ("(date_trunc('MONTH', (mv_line.date_maturity + %(delay)s))+"
"INTERVAL '1 MONTH - 1 day')::date"
"<= date(%(controlling_date)s)")
@staticmethod
def _previous_date_get_boundary():
return "(cr_line.date + %(delay)s)::date <= date(%(controlling_date)s)"
@api.multi
def _get_sql_date_boundary_for_computation_mode(self, controlling_date):
""" Return a where clauses statement for the given controlling
date and computation mode of the level
"""
self.ensure_one()
fname = "_%s_get_boundary" % (self.computation_mode, )
if hasattr(self, fname):
fnc = getattr(self, fname)
return fnc()
else:
raise NotImplementedError(
_('Can not get function for computation mode: '
'%s is not implemented') % (fname, )
)
# -----------------------------------------
@api.multi
@api.returns('account.move.line')
def _get_first_level_move_lines(self, controlling_date, lines):
""" Retrieve all the move lines that are linked to a first level.
We use Raw SQL for performance. Security rule where applied in
policy object when the first set of lines were retrieved
"""
self.ensure_one()
move_line_obj = self.env['account.move.line']
if not lines:
return move_line_obj.browse()
cr = self.env.cr
sql = ("SELECT DISTINCT mv_line.id\n"
" FROM account_move_line mv_line\n"
" WHERE mv_line.id in %(line_ids)s\n"
" AND NOT EXISTS (SELECT id\n"
" 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 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"
_get_sql_date_part = self._get_sql_date_boundary_for_computation_mode
sql += _get_sql_date_part(controlling_date)
data_dict = {'controlling_date': controlling_date,
'line_ids': tuple(lines.ids),
'delay': self.delay_days}
cr.execute(sql, data_dict)
res = cr.fetchall()
if res:
return move_line_obj.browse([row[0] for row in res])
return move_line_obj.browse()
@api.multi
@api.returns('account.move.line')
def _get_other_level_move_lines(self, controlling_date, lines):
""" Retrieve the move lines for other levels than first level.
"""
self.ensure_one()
move_line_obj = self.env['account.move.line']
if not lines:
return move_line_obj.browse()
cr = self.env.cr
sql = ("SELECT mv_line.id\n"
" FROM account_move_line mv_line\n"
" JOIN credit_control_line cr_line\n"
" 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 NOT manually_overridden\n"
" AND cr_line.state NOT IN ('draft', 'ignored')\n"
" AND mv_line.id in %(line_ids)s\n")
sql += " AND "
_get_sql_date_part = self._get_sql_date_boundary_for_computation_mode
sql += _get_sql_date_part(controlling_date)
previous_level = self._previous_level()
data_dict = {'controlling_date': controlling_date,
'line_ids': tuple(lines.ids),
'delay': self.delay_days,
'previous_level': previous_level.level}
# print cr.mogrify(sql, data_dict)
cr.execute(sql, data_dict)
res = cr.fetchall()
if res:
return move_line_obj.browse([row[0] for row in res])
return move_line_obj.browse()
@api.multi
@api.returns('account.move.line')
def get_level_lines(self, controlling_date, lines):
""" get all move lines in entry lines that match the current level """
self.ensure_one()
move_line_obj = self.env['account.move.line']
matching_lines = move_line_obj.browse()
if self._previous_level() is None:
method = self._get_first_level_move_lines
else:
method = self._get_other_level_move_lines
matching_lines |= method(controlling_date, lines)
return matching_lines

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<openerp>
<data>
<record id="credit_control_policy_form" model="ir.ui.view">
<field name="name">credit.control.policy.form</field>
<field name="model">credit.control.policy</field>
<field name="arch" type="xml">
<form string="Credit control policy">
<group>
<field name="name"/>
<field name="do_nothing"/>
<field name="company_id"/>
<field name="active"/>
</group>
<notebook colspan="4">
<page string="Policy levels">
<field name="level_ids" nolabel="1" colspan="4" >
<tree string="Credit control policy Level">
<field name="name"/>
<field name="level"/>
<field name="channel"/>
<field name="delay_days"/>
<field name="computation_mode"/>
<field name="email_template_id"/>
</tree>
<form string="Policy level">
<field name="name"/>
<notebook colspan="4">
<page string="Delay Setting">
<group>
<field name="level"/>
<field name="channel"/>
<field name="delay_days"/>
<field name="computation_mode"/>
</group>
</page>
<page string="Mail and reporting">
<group>
<field name="email_template_id"/>
<newline/>
<field name="custom_text" colspan="4"/>
<newline/>
<field name="custom_mail_text" colspan="4"/>
</group>
</page>
</notebook>
</form>
</field>
</page>
<page string="Accounts">
<field name="account_ids" nolabel="1"/>
</page>
</notebook>
</form>
</field>
</record>
<record id="credit_control_policy_tree" model="ir.ui.view">
<field name="name">credit.control.policy.tree</field>
<field name="model">credit.control.policy</field>
<field name="arch" type="xml">
<tree string="Credit control policy">
<field name="name"/>
<field name="do_nothing"/>
</tree>
</field>
</record>
<menuitem
name="Credit Control"
parent="account.menu_finance_configuration"
id="base_credit_control_configuration_menu"/>
<record model="ir.actions.act_window" id="credit_policy_configuration_action">
<field name="name">Credit Control Policies</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">credit.control.policy</field>
<field name="domain"></field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="credit_control_policy_tree"/>
</record>
<menuitem
name="Credit Control Policies"
parent="base_credit_control_configuration_menu"
action="credit_policy_configuration_action"
id="credit_policy_configuration_action_menu"/>
<record id="credit_mangement_policy_level_form" model="ir.ui.view">
<field name="name">credit.mangement.policy.level.form</field>
<field name="model">credit.control.policy.level</field>
<field name="arch" type="xml">
<form string="Policy level">
<field name="name"/>
<notebook colspan="4">
<page string="Delay Setting">
<group>
<field name="level"/>
<field name="channel"/>
<field name="delay_days"/>
<field name="computation_mode"/>
</group>
</page>
<page string="Mail and reporting">
<group>
<field name="email_template_id"/>
<field name="custom_text"/>
</group>
</page>
</notebook>
</form>
</field>
</record>
<record id="credit_control_policy_level_tree" model="ir.ui.view">
<field name="name">credit.control.policy.level.tree</field>
<field name="model">credit.control.policy.level</field>
<field name="arch" type="xml">
<tree string="Credit control policy level">
<field name="name"/>
<field name="level"/>
<field name="channel"/>
<field name="delay_days"/>
<field name="computation_mode"/>
<field name="email_template_id"/>
</tree>
</field>
</record>
</data>
</openerp>

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<openerp>
<data>
<report
id="credit_control_summary"
model="credit.control.communication"
string="Credit Control Summary"
report_type="qweb-pdf"
name="account_credit_control.report_credit_control_summary"
file="account_credit_control.report_credit_control_summary"
auto="False"
/>
</data>
</openerp>

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<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<template id="report_credit_control_summary_document">
<t t-call="report.external_layout">
<div class="page">
<div class="row" id="address">
<div class="col-xs-5 col-xs-offset-7">
<address t-field="o.contact_address"
t-field-options='{"widget": "contact",
"fields": ["address", "name"],
"no_marker": true}' />
</div>
<div class="col-xs-5 col-xs-offset-7">
<span t-field="o.report_date"/>
</div>
</div>
<h2 id="policy_level">
<span t-field="o.current_policy_level.name"/>
</h2>
<p class="mt32 mb32" t-field="o.current_policy_level.custom_text"/>
<h3>Summary</h3>
<table class="table table-condensed" id="summary_table">
<thead>
<tr>
<th>Invoice number</th>
<th>Invoice date</th>
<th>Date due</th>
<th class="text-right">Invoiced amount</th>
<th class="text-right">Open amount</th>
</tr>
</thead>
<tbody>
<tr t-foreach="o.credit_control_line_ids" t-as="l">
<t t-if="l.invoice_id">
<td><span t-field="l.invoice_id.number"/>
<t t-if="l.invoice_id.name">
<span t-field="l.invoice_id.name"/>
</t>
</td>
</t>
<t t-if="not l.invoice_id">
<td><span t-field="l.move_line_id.name"/></td>
</t>
<td>
<span t-field="l.date_entry"/>
</td>
<td>
<span t-field="l.date_due"/>
</td>
<td class="text-right">
<span t-field="l.amount_due"/>
</td>
<td class="text-right">
<span t-field="l.balance_due"
t-field-options='{"widget": "monetary",
"display_currency": "l.currency_id or l.company_id.currency_id"}'/>
</td>
</tr>
</tbody>
</table>
<div class="row">
<div class="col-xs-4 pull-right">
<table class="table table-condensed">
<tr>
<td><strong>Total Invoiced</strong></td>
<td class="text-right">
<span t-field="o.total_invoiced" t-field-options='{"widget": "monetary", "display_currency": "o.currency_id"}'/>
</td>
</tr>
<tr>
<td><strong>Total Due</strong></td>
<td class="text-right">
<span t-field="o.total_due" t-field-options='{"widget": "monetary", "display_currency": "o.currency_id"}'/>
</td>
</tr>
</table>
</div>
</div>
</div>
</t>
</template>
<template id="report_credit_control_summary">
<t t-call="report.html_container">
<t t-foreach="doc_ids" t-as="doc_id">
<t t-raw="translate_doc(doc_id, doc_model, 'partner_id.lang', 'account_credit_control.report_credit_control_summary_document')"/>
</t>
</t>
</template>
</data>
</openerp>

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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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 import models, fields, api, _
logger = logging.getLogger('credit.control.run')
class CreditControlRun(models.Model):
""" Credit Control run generate all credit control lines and reject """
_name = "credit.control.run"
_rec_name = 'date'
_description = "Credit control line generator"
date = fields.Date(string='Controlling Date', required=True,
readonly=True,
states={'draft': [('readonly', False)]})
@api.model
def _get_policies(self):
return self.env['credit.control.policy'].search([])
policy_ids = fields.Many2many(
'credit.control.policy',
rel="credit_run_policy_rel",
id1='run_id', id2='policy_id',
string='Policies',
readonly=True,
states={'draft': [('readonly', False)]},
default=_get_policies,
)
report = fields.Html(string='Report', readonly=True, copy=False)
state = fields.Selection([('draft', 'Draft'),
('done', 'Done')],
string='State',
required=True,
readonly=True,
default='draft')
line_ids = fields.One2many(
comodel_name='credit.control.line',
inverse_name='run_id',
string='Generated lines')
manual_ids = fields.Many2many(
'account.move.line',
rel="credit_runreject_rel",
string='Lines to handle manually',
help='If a credit control line has been generated'
'on a policy and the policy has been changed '
'in the meantime, it has to be handled '
'manually',
readonly=True,
copy=False,
)
@api.multi
def _check_run_date(self, controlling_date):
""" Ensure that there is no credit line in the future
using controlling_date
"""
runs = self.search([('date', '>', controlling_date)],
order='date DESC', limit=1)
if runs:
raise api.Warning(_('A run has already been executed more '
'recently than %s') % (runs.date))
line_obj = self.env['credit.control.line']
lines = line_obj.search([('date', '>', controlling_date)],
order='date DESC', limit=1)
if lines:
raise api.Warning(_('A credit control line more '
'recent than %s exists at %s') %
(controlling_date, lines.date))
@api.multi
@api.returns('credit.control.line')
def _generate_credit_lines(self):
""" Generate credit control lines. """
self.ensure_one()
cr_line_obj = self.env['credit.control.line']
move_line_obj = self.env['account.move.line']
manually_managed_lines = move_line_obj.browse()
self._check_run_date(self.date)
policies = self.policy_ids
if not policies:
raise api.Warning(_('Please select a policy'))
report = ''
generated = cr_line_obj.browse()
for policy in policies:
if policy.do_nothing:
continue
lines = policy._get_move_lines_to_process(self.date)
manual_lines = policy._lines_different_policy(lines)
lines -= manual_lines
manually_managed_lines |= manual_lines
policy_lines_generated = cr_line_obj.browse()
if lines:
# policy levels are sorted by level
# so iteration is in the correct order
create = cr_line_obj.create_or_update_from_mv_lines
for level in reversed(policy.level_ids):
level_lines = level.get_level_lines(self.date, lines)
policy_lines_generated += create(level_lines,
level,
self.date)
generated |= policy_lines_generated
if policy_lines_generated:
report += (_("Policy \"<b>%s</b>\" has generated <b>%d Credit "
"Control Lines.</b><br/>") %
(policy.name, len(policy_lines_generated)))
else:
report += _(
"Policy \"<b>%s</b>\" has not generated any "
"Credit Control Lines.<br/>" % policy.name
)
vals = {'state': 'done',
'report': report,
'manual_ids': [(6, 0, manually_managed_lines.ids)],
'line_ids': [(6, 0, generated.ids)]}
self.write(vals)
return generated
@api.multi
def generate_credit_lines(self):
""" Generate credit control lines
Lock the ``credit_control_run`` Postgres table to avoid concurrent
calls of this method.
"""
try:
self.env.cr.execute('SELECT id FROM credit_control_run'
' LIMIT 1 FOR UPDATE NOWAIT')
except Exception:
# In case of exception openerp will do a rollback
# for us and free the lock
raise api.Warning(_('A credit control run is already running'
' in background, please try later.'))
self._generate_credit_lines()
return True
@api.multi
def open_credit_lines(self):
""" Open the generated lines """
self.ensure_one()
action_name = 'account_credit_control.credit_control_line_action'
action = self.env.ref(action_name)
action = action.read()[0]
action['domain'] = [('id', 'in', self.line_ids.ids)]
return action

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<openerp>
<data>
<record id="credit_control_run_tree" model="ir.ui.view">
<field name="name">credit.control.run.tree</field>
<field name="model">credit.control.run</field>
<field name="arch" type="xml">
<tree string="Credit control run">
<field name="date"/>
<field name="state"/>
</tree>
</field>
</record>
<record id="credit_control_run_form" model="ir.ui.view">
<field name="name">credit.control.run.form</field>
<field name="model">credit.control.run</field>
<field name="arch" type="xml">
<form string="Credit control run">
<header>
<button name="generate_credit_lines"
string="Compute Credit Control Lines"
class="oe_highlight"
type="object" icon="gtk-execute"
attrs="{'invisible': [('state', '!=', 'draft')]}"/>
<button name="open_credit_lines"
string="Open Credit Control Lines"
type="object"
attrs="{'invisible': [('state', '=', 'draft')]}"/>
<field name="state" widget="statusbar"
statusbar_visible="draft,done"
statusbar_colors='{}'/>
</header>
<sheet>
<group>
<field name="date"/>
</group>
<notebook>
<page string="Policies">
<field name="policy_ids" colspan="4" nolabel="1"/>
<separator string="Report"
attrs="{'invisible': [('report', '=', False)]}"/>
<field name="report" colspan="4" nolabel="1"
attrs="{'invisible': [('report', '=', False)]}"/>
</page>
<page string="Manual Lines" groups="base.group_no_one">
<field name="manual_ids" colspan="4" nolabel="1"/>
</page>
</notebook>
</sheet>
</form>
</field>
</record>
<record model="ir.actions.act_window" id="credit_control_run">
<field name="name">Credit Control Run</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">credit.control.run</field>
<field name="domain"></field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="credit_control_run_tree"/>
</record>
<menuitem
name="Credit Control Run"
parent="base_credit_control_menu"
action="credit_control_run"
sequence="10"
id="credit_control_run_menu"/>
</data>
</openerp>

61
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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2009 Camptocamp SA
#
#
# The base scenario for the finance data must be executed before this
# one. The finance scenario is included in the oerpscenario base and
# the tag to run it is: @base_finance
#
#
##############################################################################
##############################################################################
# Branch # Module # Processes # System
@account_credit_control @account_credit_control_setup
Feature: General parameters in order to test the credit control module
@account_credit_control_setup_install_modules
Scenario: MODULES INSTALLATION
Given I do not want all demo data to be loaded on install
Given I install the required modules with dependencies:
| name |
| account_credit_control |
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.io)
Given I need a "ir.mail_server" with name: mailstrap_testings
And having:
| name | value |
| smtp_host | mailtrap.io |
| sequence | 1 |
| smtp_port | 2525 |
| smtp_user | camptocamp1 |
| smtp_pass | 20468fa2f2879cb9 |
@account_credit_control_policy_2_times
Scenario: Configure the credit control policy in 2 times
Given I configure the following accounts on the credit control policy with oid: "account_credit_control.credit_control_2_time":
| account code |
| 4111 |
| 4112 |
@account_credit_control_policy_3_times
Scenario: Configure the credit control policy in 3 times
Given I configure the following accounts on the credit control policy with oid: "account_credit_control.credit_control_3_time":
| account code |
| 4111 |
| 4112 |

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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2009 Camptocamp SA
#
##############################################################################
##############################################################################
# Branch # Module # Processes # System
@account_credit_control @account_credit_control_add_policy @account_credit_control_setup
Feature: I add policy to partners already created
@account_credit_control_partner_1
Scenario: Partner_1
Given I need a "res.partner" with oid: scen.partner_1
And having:
| name | value |
| name | partner_1 |
| credit_policy_id | by name: No follow |
@account_credit_control_customer_1
Scenario: Customer_1
Given I need a "res.partner" with oid: scen.customer_1
And having:
| name | value |
| name | customer_1 |
| credit_policy_id | by name: 2 time policy |
@account_credit_control_customer_2
Scenario: Customer_2
Given I need a "res.partner" with oid: scen.customer_2
And having:
| name | value |
| name | customer_2 |
| credit_policy_id | by name: 2 time policy |
@account_credit_control_customer_3
Scenario: Customer_3
Given I need a "res.partner" with oid: scen.customer_3
And having:
| name | value |
| name | customer_3 |
| credit_policy_id | by name: 2 time policy |
@account_credit_control_customer_4
Scenario: Customer_4
Given I need a "res.partner" with oid: scen.customer_4
And having:
| name | value |
| name | customer_4 |
# the credit policy must be 3 time policy (inherited from company)
@account_credit_control_customer_5
Scenario: Customer_5
Given I need a "res.partner" with oid: scen.customer_5
And having:
| name | value |
| name | customer_5_usd |
| credit_policy_id | by name: 3 time policy |
@account_credit_control_customer_6
Scenario: Customer_6
Given I need a "res.partner" with oid: scen.customer_6
And having:
| name | value |
| name | customer_6 |
| credit_policy_id | by name: 3 time policy |
@account_credit_control_customer_partial_pay
Scenario: A customer who like to do partial payments
Given I need a "res.partner" with oid: scen.customer_partial_pay
And having:
| name | value |
| name | Scrooge McDuck |
| zip | 1000 |
| city | Duckburg |
| email | openerp@locahost.dummy |
| phone | |
| street | Duckstreet |
@account_credit_control_customer_multiple_payterm
Scenario: A customer who use payment terms in 2 times
Given I need a "res.partner" with oid: scen.customer_multiple_payterm
And having:
| name | value |
| name | Donald Duck |
| zip | 1100 |
| city | Duckburg |
| email | openerp@locahost.dummy |
| phone | |
| street | Duckstreet |
@account_credit_control_customer_multiple_payterm2
Scenario: A customer who use payment terms in 2 times
Given I need a "res.partner" with oid: scen.customer_multiple_payterm2
And having:
| name | value |
| name | Gus Goose |
| type | default |
| name | Gus Goose |
| zip | 1100 |
| city | Duckburg |
| email | openerp@locahost.dummy |
| phone | |
| street | Duckstreet |

588
account_credit_control/scenarios/features/02_credit_control_invoices.feature Normal file
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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012-2014 Camptocamp SA
# Author Nicolas Bessi
##############################################################################
@account_credit_control @account_credit_control_setup @account_credit_control_base_data @account_credit_control_invoices
Feature: Invoices creation
##################### Partner 1 ##########################################################
@inv_1
Scenario: Create invoice 1
Given I need a "account.invoice" with oid: scen._inv_1
And having:
| name | value |
| name | SI_1 |
| date_invoice | 2013-01-15 |
| partner_id | by oid: scen.partner_1 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: EUR |
| payment_term | by name: 30 Days End of Month |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv1_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1000 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_1 |
Given I find a "account.invoice" with oid: scen._inv_1
Given I need a "account.invoice.line" with oid: scen._inv1_line2
And having:
| name | value |
| name | invoice line 2 |
| quantity | 1 |
| price_unit | 1000 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_1 |
Given I find a "account.invoice" with oid: scen._inv_1
And I open the credit invoice
@inv_2
Scenario: Create invoice 2
Given I need a "account.invoice" with oid: scen._inv_2
And having:
| name | value |
| name | SI_2 |
| date_invoice | 2013-02-15 |
| partner_id | by oid: scen.partner_1 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30 Days End of Month |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv2_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1200 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_2 |
Given I find a "account.invoice" with oid: scen._inv_2
And I open the credit invoice
@inv_3
Scenario: Create invoice 3
Given I need a "account.invoice" with oid: scen._inv_3
And having:
| name | value |
| name | SI_3 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.partner_1 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30 Days End of Month |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv3_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1500 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_3 |
Given I find a "account.invoice" with oid: scen._inv_3
And I open the credit invoice
##################### Customer 2 ##########################################################
@inv_4
Scenario: Create invoice 4
Given I need a "account.invoice" with oid: scen._inv_4
And having:
| name | value |
| name | SI_4 |
| date_invoice | 2013-01-18 |
| partner_id | by oid: scen.customer_2 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: EUR |
| payment_term | by name: 30 Days End of Month |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv4_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1000 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_4 |
Given I find a "account.invoice" with oid: scen._inv_4
And I open the credit invoice
@inv_5
Scenario: Create invoice 5
Given I need a "account.invoice" with oid: scen._inv_5
And having:
| name | value |
| name | SI_5 |
| date_invoice | 2013-02-15 |
| partner_id | by oid: scen.customer_2 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30 Days End of Month |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv5_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1200 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_5 |
Given I find a "account.invoice" with oid: scen._inv_5
And I open the credit invoice
@inv_6
Scenario: Create invoice 6
Given I need a "account.invoice" with oid: scen._inv_6
And having:
| name | value |
| name | SI_6 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_2 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30 Days End of Month |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv6_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1500 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_6 |
Given I find a "account.invoice" with oid: scen._inv_6
And I open the credit invoice
##################### Customer 3 ##########################################################
@inv_7
Scenario: Create invoice 7
Given I need a "account.invoice" with oid: scen._inv_7
And having:
| name | value |
| name | SI_7 |
| date_invoice | 2013-01-18 |
| partner_id | by oid: scen.customer_3 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: EUR |
| payment_term | by name: 30 Net Days |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv7_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1000 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_7 |
Given I find a "account.invoice" with oid: scen._inv_7
And I open the credit invoice
@inv_8
Scenario: Create invoice 8
Given I need a "account.invoice" with oid: scen._inv_8
And having:
| name | value |
| name | SI_8 |
| date_invoice | 2013-02-15 |
| partner_id | by oid: scen.customer_3 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30 Net Days |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv8_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1200 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_8 |
Given I find a "account.invoice" with oid: scen._inv_8
And I open the credit invoice
@inv_9
Scenario: Create invoice 9
Given I need a "account.invoice" with oid: scen._inv_9
And having:
| name | value |
| name | SI_9 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_3 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30 Net Days |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv9_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1500 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_9 |
Given I find a "account.invoice" with oid: scen._inv_9
And I open the credit invoice
##################### Customer 4 ##########################################################
@inv_10
Scenario: Create invoice 10
Given I need a "account.invoice" with oid: scen._inv_10
And having:
| name | value |
| name | SI_10 |
| date_invoice | 2013-01-18 |
| partner_id | by oid: scen.customer_4 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: EUR |
| payment_term | by name: 30% Advance End 30 Days |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv10_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1000 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_10 |
Given I find a "account.invoice" with oid: scen._inv_10
And I open the credit invoice
@inv_11
Scenario: Create invoice 11
Given I need a "account.invoice" with oid: scen._inv_11
And having:
| name | value |
| name | SI_11 |
| date_invoice | 2013-02-15 |
| partner_id | by oid: scen.customer_4 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30% Advance End 30 Days |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv11_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1200 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_11 |
Given I find a "account.invoice" with oid: scen._inv_11
And I open the credit invoice
@inv_12
Scenario: Create invoice 12
Given I need a "account.invoice" with oid: scen._inv_12
And having:
| name | value |
| name | SI_12 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_4 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30% Advance End 30 Days |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv12_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1500 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_12 |
Given I find a "account.invoice" with oid: scen._inv_12
And I open the credit invoice
##################### Customer 5 ##########################################################
@inv_13
Scenario: Create invoice 13
Given I need a "account.invoice" with oid: scen._inv_13
And having:
| name | value |
| name | SI_13 |
| date_invoice | 2013-01-18 |
| partner_id | by oid: scen.customer_5 |
| account_id | by name: Debtors USD |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30 Net Days |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv13_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1000 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_13 |
Given I find a "account.invoice" with oid: scen._inv_13
And I open the credit invoice
@inv_14
Scenario: Create invoice 14
Given I need a "account.invoice" with oid: scen._inv_14
And having:
| name | value |
| name | SI_14 |
| date_invoice | 2013-02-15 |
| partner_id | by oid: scen.customer_5 |
| account_id | by name: Debtors USD |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30 Net Days |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv14_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1200 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_14 |
Given I find a "account.invoice" with oid: scen._inv_14
And I open the credit invoice
@inv_15
Scenario: Create invoice 15
Given I need a "account.invoice" with oid: scen._inv_15
And having:
| name | value |
| name | SI_15 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_5 |
| account_id | by name: Debtors USD |
| journal_id | by name: Sales |
| currency_id | by name: USD |
| payment_term | by name: 30 Net Days |
| type | out_invoice |
Given I need a "account.invoice.line" with oid: scen._inv15_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1500 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_15 |
Given I find a "account.invoice" with oid: scen._inv_15
And I open the credit invoice
@inv_16
Scenario: Create invoice 16
Given I need a "account.invoice" with oid: scen._inv_16
And having:
| name | value |
| name | SI_16 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_4 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: EUR |
| payment_term | by name: 30 Net Days |
| type | out_invoice |
And I need a "account.invoice.line" with oid: scen._inv16_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1500 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_16 |
Then I find a "account.invoice" with oid: scen._inv_16
And I open the credit invoice
@inv_17
Scenario: Create invoice 17
Given I need a "account.invoice" with oid: scen._inv_17
And having:
| name | value |
| name | SI_17 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_partial_pay |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: EUR |
| payment_term | by name: 30 Net Days |
| type | out_invoice |
And I need a "account.invoice.line" with oid: scen._inv17_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1500 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_17 |
Then I find a "account.invoice" with oid: scen._inv_17
And I open the credit invoice
@inv_18
Scenario: Create invoice 18
Given I need a "account.invoice" with oid: scen._inv_18
And having:
| name | value |
| name | SI_18 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_multiple_payterm |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: EUR |
| payment_term | by name: 30% Advance End 30 Days |
| type | out_invoice |
And I need a "account.invoice.line" with oid: scen._inv18_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1500 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_18 |
Then I find a "account.invoice" with oid: scen._inv_18
And I open the credit invoice
@inv_19
Scenario: Create invoice 19
Given I need a "account.invoice" with oid: scen._inv_19
And having:
| name | value |
| name | SI_19 |
| date_invoice | 2013-03-15 |
| partner_id | by oid: scen.customer_multiple_payterm2 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: EUR |
| payment_term | by name: 30% Advance End 30 Days |
| type | out_invoice |
And I need a "account.invoice.line" with oid: scen._inv19_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 1500 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_19 |
Then I find a "account.invoice" with oid: scen._inv_19
And I open the credit invoice
@inv_20
Scenario: Create invoice 20
Given I need a "account.invoice" with oid: scen._inv_20
And having:
| name | value |
| name | SI_20_test_tolerance |
| date_invoice | 2013-03-23 |
| partner_id | by oid: scen.customer_6 |
| account_id | by name: Debtors |
| journal_id | by name: Sales |
| currency_id | by name: EUR |
| payment_term | by name: 30 Net Days |
| type | out_invoice |
And I need a "account.invoice.line" with oid: scen._inv20_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 0.09 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_20 |
Then I find a "account.invoice" with oid: scen._inv_20
And I open the credit invoice
@inv_20
Scenario: Create invoice 21 (this receivable account must not be chased-> no credit line creation)
Given I need a "account.invoice" with oid: scen._inv_21
And having:
| name | value |
| name | SI_21_test_receivable_account_excluded |
| date_invoice | 2013-03-25 |
| partner_id | by oid: scen.customer_6 |
| account_id | by name: Debtors GBP |
| journal_id | by name: Sales |
| currency_id | by name: EUR |
| payment_term | by name: 30 Net Days |
| type | out_invoice |
And I need a "account.invoice.line" with oid: scen._inv21_line1
And having:
| name | value |
| name | invoice line 1 |
| quantity | 1 |
| price_unit | 6666 |
| account_id | by name: Sales |
| invoice_id | by oid: scen._inv_21 |
Then I find a "account.invoice" with oid: scen._inv_21
And I open the credit invoice

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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012-2014 Camptocamp SA
# Author Nicolas Bessi
##############################################################################
# Features Generic tags (none for all)
##############################################################################
@account_credit_control @account_credit_control_run @account_credit_control_run_jan
Feature: Ensure that mail credit line generation first pass is correct
Scenario: clean data
Given I clean all the credit lines
#Given I unreconcile and clean all move line
@account_credit_control_run_month
Scenario: Create run
Given I need a "credit.control.run" with oid: credit_control.run1
And having:
| 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 | 2013-01-18 | Debtors | 3 time policy | 2013-01-31 | customer_4 | email | 1 | SI_10 | 10 days net | draft | 300 | |

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account_credit_control/scenarios/features/04_credit_control_run_feb.feature Normal file
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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012-2014 Camptocamp SA
# Author Nicolas Bessi
##############################################################################
# Features Generic tags (none for all)
##############################################################################
@account_credit_control @account_credit_control_run @account_credit_control_run_feb
Feature: Ensure that mail 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"
@account_credit_control_run_month
Scenario: Create run
Given I need a "credit.control.run" with oid: credit_control.run2
And having:
| name | value |
| 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 | 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 | |

45
account_credit_control/scenarios/features/05_credit_control_run_mar.feature Normal file
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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012-2014 Camptocamp SA
# Author Nicolas Bessi
##############################################################################
# Features Generic tags (none for all)
##############################################################################
@account_credit_control @account_credit_control_run @account_credit_control_run_mar
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"
@pay_invoice_si_19_part1
Scenario: I pay a part of the first part of the invoice SI 19,
Given I pay 300.0 on the invoice "SI_19"
Then My invoice "SI_19" is in state "open" reconciled with a residual amount of "1200.0"
@account_credit_control_run_month_mar
Scenario: Create run
Given I need a "credit.control.run" with oid: credit_control.run3
And having:
| name | value |
| 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 | 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 | |

44
account_credit_control/scenarios/features/06_credit_control_run_apr.feature Normal file
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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012-2014 Camptocamp SA
# Author Nicolas Bessi
##############################################################################
# Features Generic tags (none for all)
##############################################################################
@account_credit_control @account_credit_control_run @account_credit_control_run_apr
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"
@account_credit_control_run_month
Scenario: Create run
Given I need a "credit.control.run" with oid: credit_control.run4
And having:
| name | value |
| 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 | 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 | |

59
account_credit_control/scenarios/features/07_credit_control_run_may.feature Normal file
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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012-2014 Camptocamp SA
# Author Nicolas Bessi
##############################################################################
# Features Generic tags (none for all)
##############################################################################
@account_credit_control @account_credit_control_run @account_credit_control_run_may
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"
@pay_invoice_si_16
Scenario: I pay entirely the invoice SI 16, so it should no longer appear in the credit control lines
Given I pay the full amount on the invoice "SI_16"
Then My invoice "SI_16" is in state "paid" reconciled with a residual amount of "0.0"
@pay_invoice_si_17
Scenario: I pay entirely the invoice SI 17, so it should no longer appear in the credit control lines
Given I pay 1000.0 on the invoice "SI_17"
Then My invoice "SI_17" is in state "open" reconciled with a residual amount of "500.0"
@pay_invoice_si_18_part1
Scenario: I pay the first part of the invoice SI 18, so it should no longer appear in the credit control lines however, the second move lines should still appears
Given I pay 450.0 on the invoice "SI_18"
Then My invoice "SI_18" is in state "open" reconciled with a residual amount of "1050.0"
@account_credit_control_run_month
Scenario: Create run
Given I need a "credit.control.run" with oid: credit_control.run5
And having:
| name | value |
| 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 | 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 | |

38
account_credit_control/scenarios/features/08_credit_control_run_jun.feature Normal file
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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012-2014 Camptocamp SA
# Author Nicolas Bessi
##############################################################################
# Features Generic tags (none for all)
##############################################################################
@account_credit_control @account_credit_control_run @account_credit_control_run_jun
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"
@account_credit_control_run_month
Scenario: Create run
Given I need a "credit.control.run" with oid: credit_control.run6
And having:
| name | value |
| 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 | 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 | |

35
account_credit_control/scenarios/features/09_credit_control_run_jul.feature Normal file
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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012-2014 Camptocamp SA
# Author Nicolas Bessi
##############################################################################
# Features Generic tags (none for all)
##############################################################################
@account_credit_control @account_credit_control_run @account_credit_control_run_jul
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"
@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 | 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 | 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
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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012-2014 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
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###############################################################################
#
# OERPScenario, OpenERP Functional Tests
# Copyright 2012-2014 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"

147
account_credit_control/scenarios/features/steps/account_credit_control.py Normal file
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# -*- coding: utf-8 -*-
# flake8: noqa
import time
from behave import given, when
from support import model, assert_equal
@given(u'I configure the following accounts on the credit control policy with oid: "{policy_oid}"')
def impl(ctx, policy_oid):
policy = model('credit.control.policy').get(policy_oid)
assert policy, 'No policy % found' % policy_oid
acc_obj = model('account.account')
accounts = []
for row in ctx.table:
acc = acc_obj.get(['code = %s' % row['account code']])
assert acc, "Account with code %s not found" % row['account code']
accounts.append(acc)
policy.write({'account_ids': [x.id for x in accounts]})
@when(u'I launch the credit run')
def impl(ctx):
assert ctx.found_item
# Must be a cleaner way to do it
assert 'credit.control.run' == ctx.found_item._model._name
ctx.found_item.generate_credit_lines()
@given(u'I clean all the credit lines')
def impl(ctx):
model('credit.control.line').browse([]).unlink()
@then(u'my credit run should be in state "done"')
def impl(ctx):
assert ctx.found_item
# Must be a cleaner way to do it
assert model("credit.control.run").get(ctx.found_item.id).state == 'done'
@then(u'the generated credit lines should have the following values')
def impl(ctx):
def _row_to_dict(row):
return dict((name, row[name]) for name in row.headings if row[name])
rows = map(_row_to_dict, ctx.table)
def _parse_date(value):
return time.strftime(value) if '%' in value else value
for row in rows:
account = model('account.account').get(['name = %s' % row['account']])
assert account, "no account named %s found" % row['account']
policy = model('credit.control.policy').get(['name = %s' % row['policy']])
assert policy, "No policy %s found" % row['policy']
partner = model('res.partner').get(['name = %s' % row['partner']])
assert partner, "No partner %s found" % row['partner']
maturity_date = _parse_date(row['date due'])
move_line = model('account.move.line').get(['name = %s' % row['move line'],
'date_maturity = %s' % maturity_date])
assert move_line, "No move line %s found" % row['move line']
level = model('credit.control.policy.level').get(['name = %s' % row['policy level'],
'policy_id = %s' % policy.id])
assert level, "No level % found" % row['policy level']
domain = [['account_id', '=', account.id],
['policy_id', '=', policy.id],
['partner_id', '=', partner.id],
['policy_level_id', '=', level.id],
['amount_due', '=', row.get('amount due', 0.0)],
['state', '=', row['state']],
['level', '=', row.get('level', 0.0)],
['channel', '=', row['channel']],
['balance_due', '=', row.get('balance', 0.0)],
['date_due', '=', _parse_date(row['date due'])],
['date', '=', _parse_date(row['date'])],
['move_line_id', '=', move_line.id],
]
if row.get('currency'):
curreny = model('res.currency').get(['name = %s' % row['currency']])
assert curreny, "No currency %s found" % row['currency']
domain.append(('currency_id', '=', curreny.id))
lines = model('credit.control.line').search(domain)
assert lines, "no line found for %s" % repr(row)
assert len(lines) == 1, "Too many lines found for %s" % repr(row)
date_lines = model('credit.control.line').search([('date', '=', ctx.found_item.date)])
assert len(date_lines) == len(ctx.table.rows), "Too many lines generated"
def open_invoice(ctx):
assert ctx.found_item
ctx.found_item._send('invoice_open')
# _send refresh object
assert ctx.found_item.state == 'open'
@then(u'I open the credit invoice')
def impl(ctx):
open_invoice(ctx)
@given(u'I open the credit invoice')
def impl(ctx):
open_invoice(ctx)
@given(u'there is "{state}" credit lines')
def impl(ctx, state):
assert model('credit.control.line').search(['state = %s' % state])
@given(u'I mark all draft email to state "{state}"')
def impl(ctx, state):
wiz = model('credit.control.marker').create({'name': state})
lines = model('credit.control.line').search([('state', '=', 'draft')])
assert lines
ctx.lines = lines
wiz.write({'line_ids': lines})
wiz.mark_lines()
@then(u'the draft line should be in state "{state}"')
def impl(ctx, state):
assert ctx.lines
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)

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account_credit_control/scenarios/features/steps/account_credit_control_changer.py Normal file
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# -*- coding: utf-8 -*-
from support import model, assert_equal, assert_in, assert_true
# flake8: noqa
@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)

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account_credit_control/scenarios/features/steps/account_voucher.py Normal file
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# -*- coding: utf-8 -*-
# flake8: noqa
from support import model, assert_equal, assert_almost_equal
import datetime
@step('I pay the full amount on the invoice "{inv_name}"')
def impl(ctx, inv_name):
Invoice = model('account.invoice')
invoice = Invoice.get([('name', '=', inv_name)])
assert invoice
ctx.execute_steps("""
When I pay %f on the invoice "%s"
""" % (invoice.residual, inv_name))
@step('I pay {amount:f} on the invoice "{inv_name}"')
def impl(ctx, amount, inv_name):
Partner = model('res.partner')
Invoice = model('account.invoice')
Voucher = model('account.voucher')
VoucherLine = model('account.voucher.line')
Journal = model('account.journal')
invoice = Invoice.get([('name', '=', inv_name)])
assert invoice
journal = Journal.get('scen.eur_journal')
values = {
'partner_id': invoice.partner_id.commercial_partner_id.id,
'reference': invoice.name,
'amount': amount,
'date': invoice.date_invoice,
'currency_id': invoice.currency_id.id,
'company_id': invoice.company_id.id,
'journal_id': journal.id,
}
if invoice.type in ('out_invoice','out_refund'):
values['type'] = 'receipt'
else:
values['type'] = 'payment'
onchange = Voucher.onchange_partner_id([], values['partner_id'],
values['journal_id'],
values['amount'],
values['currency_id'],
values['type'],
values['date'])
values.update(onchange['value'])
onchange = Voucher.onchange_date([], values['date'],
values['currency_id'],
False,
values['amount'],
values['company_id'])
values.update(onchange['value'])
onchange = Voucher.onchange_amount([], values['amount'],
False,
values['partner_id'],
values['journal_id'],
values['currency_id'],
values['type'],
values['date'],
False,
values['company_id'])
values.update(onchange['value'])
values['line_cr_ids'] = False
voucher = Voucher.create(values)
vals = voucher.recompute_voucher_lines(voucher.partner_id.id,
voucher.journal_id.id,
voucher.amount,
voucher.currency_id.id,
voucher.type,
voucher.date)
for line in vals['value']['line_cr_ids']:
line['voucher_id'] = voucher.id
VoucherLine.create(line)
for line in vals['value']['line_dr_ids']:
line['voucher_id'] = voucher.id
VoucherLine.create(line)
voucher.button_proforma_voucher()
# Workaround to force recomputation of the residual.
# Must be removed once this bug is fixed:
# https://github.com/odoo/odoo/issues/3395
invoice.write({'currency_id': invoice.currency_id.id})
@step('My invoice "{inv_name}" is in state "{state}" reconciled with a residual amount of "{amount:f}"')
def impl(ctx, inv_name, state, amount):
invoice = model('account.invoice').get([('name', '=', inv_name)])
assert_almost_equal(invoice.residual, amount)
assert_equal(invoice.state, state)

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account_credit_control/security/ir.model.access.csv Normal file
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"id","perm_create","perm_unlink","group_id/id","name","model_id/id","perm_read","perm_write"
"account_credit_control.ir_model_access_270",1,1,"group_account_credit_control_manager","credit_control_manager_line","account_credit_control.model_credit_control_line",1,1
"account_credit_control.ir_model_access_271",1,1,"group_account_credit_control_user","credit_control_user_line","account_credit_control.model_credit_control_line",1,1
"account_credit_control.ir_model_access_272",0,0,"group_account_credit_control_info","credit_control_info_line","account_credit_control.model_credit_control_line",1,0
"account_credit_control.ir_model_access_273",1,1,"group_account_credit_control_manager","credit_control_manager_mail_template","email_template.model_email_template",1,1
"account_credit_control.ir_model_access_274",1,1,"group_account_credit_control_manager","credit_control_manager_mail_template_preview","email_template.model_email_template_preview",1,1
"account_credit_control.ir_model_access_275",1,1,"group_account_credit_control_manager","credit_control_manager_mail_message","mail.model_mail_message",1,1
"account_credit_control.ir_model_access_276",1,0,"group_account_credit_control_user","credit_control_user_mail_message","mail.model_mail_message",1,1
"account_credit_control.ir_model_access_277",0,0,"group_account_credit_control_info","credit_control_info_mail_message","mail.model_mail_message",1,0
"account_credit_control.ir_model_access_281",1,1,"group_account_credit_control_manager","credit_control_mananger_run","account_credit_control.model_credit_control_run",1,1
"account_credit_control.ir_model_access_282",1,1,"group_account_credit_control_user","credit_control_user_run","account_credit_control.model_credit_control_run",1,1
"account_credit_control.ir_model_access_283",0,0,"group_account_credit_control_info","credit_control_info_run","account_credit_control.model_credit_control_run",1,0
"account_credit_control.ir_model_access_284",1,1,"group_account_credit_control_manager","credit_control_manager_policy","account_credit_control.model_credit_control_policy",1,1
"account_credit_control.ir_model_access_285",0,0,"group_account_credit_control_user","credit_control_user_policy","account_credit_control.model_credit_control_policy",1,0
"account_credit_control.ir_model_access_286",0,0,"group_account_credit_control_info","credit_control_info_policy","account_credit_control.model_credit_control_policy",1,0
"account_credit_control.ir_model_access_287",1,1,"group_account_credit_control_manager","credit_control_manager_level","account_credit_control.model_credit_control_policy_level",1,1
"account_credit_control.ir_model_access_288",0,0,"group_account_credit_control_user","credit_control_user_level","account_credit_control.model_credit_control_policy_level",1,0
"account_credit_control.ir_model_access_289",0,0,"group_account_credit_control_info","credit_control_info_level","account_credit_control.model_credit_control_policy_level",1,0
"account_credit_control.ir_model_access_290",0,0,"account.group_account_user","credit_control_fin_user_line","account_credit_control.model_credit_control_line",1,0
"account_credit_control.ir_model_access_291",0,0,"account.group_account_invoice","credit_control_fin_invoice_line","account_credit_control.model_credit_control_line",1,0
"account_credit_control.ir_model_access_292",1,1,"account.group_account_manager","credit_control_fin_manager_line","account_credit_control.model_credit_control_line",1,1
1 id perm_create perm_unlink group_id/id name model_id/id perm_read perm_write
2 account_credit_control.ir_model_access_270 1 1 group_account_credit_control_manager credit_control_manager_line account_credit_control.model_credit_control_line 1 1
3 account_credit_control.ir_model_access_271 1 1 group_account_credit_control_user credit_control_user_line account_credit_control.model_credit_control_line 1 1
4 account_credit_control.ir_model_access_272 0 0 group_account_credit_control_info credit_control_info_line account_credit_control.model_credit_control_line 1 0
5 account_credit_control.ir_model_access_273 1 1 group_account_credit_control_manager credit_control_manager_mail_template email_template.model_email_template 1 1
6 account_credit_control.ir_model_access_274 1 1 group_account_credit_control_manager credit_control_manager_mail_template_preview email_template.model_email_template_preview 1 1
7 account_credit_control.ir_model_access_275 1 1 group_account_credit_control_manager credit_control_manager_mail_message mail.model_mail_message 1 1
8 account_credit_control.ir_model_access_276 1 0 group_account_credit_control_user credit_control_user_mail_message mail.model_mail_message 1 1
9 account_credit_control.ir_model_access_277 0 0 group_account_credit_control_info credit_control_info_mail_message mail.model_mail_message 1 0
10 account_credit_control.ir_model_access_281 1 1 group_account_credit_control_manager credit_control_mananger_run account_credit_control.model_credit_control_run 1 1
11 account_credit_control.ir_model_access_282 1 1 group_account_credit_control_user credit_control_user_run account_credit_control.model_credit_control_run 1 1
12 account_credit_control.ir_model_access_283 0 0 group_account_credit_control_info credit_control_info_run account_credit_control.model_credit_control_run 1 0
13 account_credit_control.ir_model_access_284 1 1 group_account_credit_control_manager credit_control_manager_policy account_credit_control.model_credit_control_policy 1 1
14 account_credit_control.ir_model_access_285 0 0 group_account_credit_control_user credit_control_user_policy account_credit_control.model_credit_control_policy 1 0
15 account_credit_control.ir_model_access_286 0 0 group_account_credit_control_info credit_control_info_policy account_credit_control.model_credit_control_policy 1 0
16 account_credit_control.ir_model_access_287 1 1 group_account_credit_control_manager credit_control_manager_level account_credit_control.model_credit_control_policy_level 1 1
17 account_credit_control.ir_model_access_288 0 0 group_account_credit_control_user credit_control_user_level account_credit_control.model_credit_control_policy_level 1 0
18 account_credit_control.ir_model_access_289 0 0 group_account_credit_control_info credit_control_info_level account_credit_control.model_credit_control_policy_level 1 0
19 account_credit_control.ir_model_access_290 0 0 account.group_account_user credit_control_fin_user_line account_credit_control.model_credit_control_line 1 0
20 account_credit_control.ir_model_access_291 0 0 account.group_account_invoice credit_control_fin_invoice_line account_credit_control.model_credit_control_line 1 0
21 account_credit_control.ir_model_access_292 1 1 account.group_account_manager credit_control_fin_manager_line account_credit_control.model_credit_control_line 1 1

25
account_credit_control/wizard/__init__.py Normal file
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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/>.
#
##############################################################################
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

239
account_credit_control/wizard/credit_control_communication.py Normal file
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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 import models, fields, api
logger = logging.getLogger('credit.control.line.mailing')
class CreditCommunication(models.TransientModel):
"""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"
_rec_name = 'partner_id'
partner_id = fields.Many2one('res.partner', 'Partner', required=True)
current_policy_level = fields.Many2one('credit.control.policy.level',
'Level',
required=True)
currency_id = fields.Many2one('res.currency', 'Currency', required=True)
credit_control_line_ids = fields.Many2many('credit.control.line',
rel='comm_credit_rel',
string='Credit Lines')
contact_address = fields.Many2one('res.partner',
string='Contact Address',
readonly=True)
report_date = fields.Date(string='Report Date',
default=fields.Date.context_today)
@api.model
def _get_company(self):
company_obj = self.env['res.company']
return company_obj._company_default_get('credit.control.policy')
company_id = fields.Many2one('res.company',
string='Company',
default=_get_company,
required=True)
user_id = fields.Many2one('res.users',
default=lambda self: self.env.user,
string='User')
total_invoiced = fields.Float(string='Total Invoiced',
compute='_compute_total')
total_due = fields.Float(string='Total Invoiced',
compute='_compute_total')
@api.depends('credit_control_line_ids',
'credit_control_line_ids.amount_due',
'credit_control_line_ids.balance_due')
def _compute_total(self):
amount_field = 'credit_control_line_ids.amount_due'
balance_field = 'credit_control_line_ids.balance_due'
self.total_invoiced = sum(self.mapped(amount_field))
self.total_due = sum(self.mapped(balance_field))
@api.model
@api.returns('self', lambda value: value.id)
def create(self, vals):
if vals.get('partner_id'):
# the computed field does not work in TransientModel,
# just set a value on creation
partner_id = vals['partner_id']
vals['contact_address'] = self._get_contact_address(partner_id).id
return super(CreditCommunication, self).create(vals)
@api.multi
def get_email(self):
""" Return a valid email for customer """
self.ensure_one()
contact = self.contact_address
return contact.email
@api.multi
@api.returns('res.partner')
def get_contact_address(self):
""" Compatibility method, please use the contact_address field """
self.ensure_one()
return self.contact_address
@api.model
@api.returns('res.partner')
def _get_contact_address(self, partner_id):
partner_obj = self.env['res.partner']
partner = partner_obj.browse(partner_id)
add_ids = partner.address_get(adr_pref=['invoice']) or {}
add_id = add_ids['invoice']
return partner_obj.browse(add_id)
@api.model
@api.returns('credit.control.line')
def _get_credit_lines(self, line_ids, partner_id, level_id, currency_id):
""" Return credit lines related to a partner and a policy level """
cr_line_obj = self.env['credit.control.line']
cr_lines = cr_line_obj.search([('id', 'in', line_ids),
('partner_id', '=', partner_id),
('policy_level_id', '=', level_id),
('currency_id', '=', currency_id)])
return cr_lines
@api.model
def _generate_comm_from_credit_lines(self, lines):
""" Aggregate credit control line by partner, level, and currency
It also generate a communication object per aggregation.
"""
comms = self.browse()
if not lines:
return comms
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, "
" credit_control_line.currency_id"
)
cr = self.env.cr
cr.execute(sql, (tuple(lines.ids), ))
res = cr.dictfetchall()
company_currency = self.env.user.company_id.currency_id
for group in res:
data = {}
level_lines = self._get_credit_lines(lines.ids,
group['partner_id'],
group['policy_level_id'],
group['currency_id']
)
data['credit_control_line_ids'] = [(6, 0, level_lines.ids)]
data['partner_id'] = group['partner_id']
data['current_policy_level'] = group['policy_level_id']
data['currency_id'] = group['currency_id'] or company_currency.id
comm = self.create(data)
comms += comm
return comms
@api.multi
@api.returns('mail.mail')
def _generate_emails(self):
""" Generate email message using template related to level """
email_message_obj = self.env['mail.mail']
# Warning: still using the old-api on 'email.template' because
# the method generate_email() does not follow the cr, uid, ids
# convention and the new api wrapper can't translate the call
email_template_obj = self.pool['email.template']
att_obj = self.env['ir.attachment']
emails = email_message_obj.browse()
required_fields = ['subject',
'body_html',
'email_from',
'email_to']
cr, uid, context = self.env.cr, self.env.uid, self.env.context
for comm in self:
template = comm.current_policy_level.email_template_id
email_values = email_template_obj.generate_email(cr, uid,
template.id,
comm.id,
context=context)
email_values['type'] = 'email'
email = email_message_obj.create(email_values)
state = 'sent'
# The mail will not be send, however it will be in the pool, in an
# error state. So we create it, link it with
# the credit control line
# and put this latter in a `email_error` state we not that we have
# a problem with the email
if not all(email_values.get(field) for field in required_fields):
state = 'email_error'
comm.credit_control_line_ids.write({'mail_message_id': email.id,
'state': state})
attachments = att_obj.browse()
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',
}
attachments += att_obj.create(data_attach)
email.write({'attachment_ids': [(6, 0, attachments.ids)]})
emails += email
return emails
@api.multi
def _generate_report(self):
""" Will generate a report by inserting mako template
of related policy template
"""
report_name = 'account_credit_control.report_credit_control_summary'
return self.env['report'].get_pdf(self, report_name)
@api.multi
@api.returns('credit.control.line')
def _mark_credit_line_as_sent(self):
line_obj = self.env['credit.control.line']
lines = line_obj.browse()
for comm in self:
lines |= comm.credit_control_line_ids
lines.write({'state': 'sent'})
return lines

69
account_credit_control/wizard/credit_control_emailer.py Normal file
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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/>.
#
##############################################################################
from openerp import models, fields, api, _
class CreditControlEmailer(models.TransientModel):
""" Send emails for each selected credit control lines. """
_name = "credit.control.emailer"
_description = """Mass credit line emailer"""
_rec_name = 'id'
@api.model
def _get_line_ids(self):
context = self.env.context
if not (context.get('active_model') == 'credit.control.line' and
context.get('active_ids')):
return False
line_obj = self.env['credit.control.line']
lines = line_obj.browse(context['active_id'])
return self._filter_lines(lines)
line_ids = fields.Many2many('credit.control.line',
string='Credit Control Lines',
default=_get_line_ids,
domain=[('state', '=', 'to_be_sent'),
('channel', '=', 'email')])
@api.model
@api.returns('credit.control.line')
def _filter_lines(self, lines):
""" filter lines to use in the wizard """
line_obj = self.env['credit.control.line']
domain = [('state', '=', 'to_be_sent'),
('id', 'in', lines.ids),
('channel', '=', 'email')]
return line_obj.search(domain)
@api.multi
def email_lines(self):
self.ensure_one()
if not self.line_ids:
raise api.Warning(_('No credit control lines selected.'))
comm_obj = self.env['credit.control.communication']
filtered_lines = self._filter_lines(self.line_ids)
comms = comm_obj._generate_comm_from_credit_lines(filtered_lines)
comms._generate_emails()
return {'type': 'ir.actions.act_window_close'}

54
account_credit_control/wizard/credit_control_emailer_view.xml Normal file
View File

@@ -0,0 +1,54 @@
<openerp>
<data>
<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="arch" type="xml">
<form string="Mailer" version="7.0">
<separator string="Send emails for the selected lines" colspan="4"/>
<newline/>
<notebook>
<page string="Lines">
<field name="line_ids" colspan="4" nolabel="1" />
</page>
</notebook>
<newline/>
<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>
<!-- for menu -->
<act_window name="Send By Email"
res_model="credit.control.emailer"
src_model="credit.control.line"
view_mode="form"
target="new"
key2="client_action_multi"
id="open_credit_line_emailer_wizard_menu_action"/>
<!-- for button -->
<record id="open_credit_line_emailer_wizard" model="ir.actions.act_window">
<field name="name">Send By Email</field>
<field name="res_model">credit.control.emailer</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="credit_line_emailer_form"/>
<field name="target">new</field>
<field name="help">Send an email for the selected lines.</field>
</record>
</data>
</openerp>

88
account_credit_control/wizard/credit_control_marker.py Normal file
View File

@@ -0,0 +1,88 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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/>.
#
##############################################################################
from openerp import models, fields, api, _
class CreditControlMarker(models.TransientModel):
""" Change the state of lines in mass """
_name = 'credit.control.marker'
_description = 'Mass marker'
@api.model
def _get_line_ids(self):
context = self.env.context
if not (context.get('active_model') == 'credit.control.line' and
context.get('active_ids')):
return False
line_obj = self.env['credit.control.line']
lines = line_obj.browse(context['active_ids'])
return self._filter_lines(lines)
name = fields.Selection([('ignored', 'Ignored'),
('to_be_sent', 'Ready To Send'),
('sent', 'Done')],
string='Mark as',
default='to_be_sent',
required=True)
line_ids = fields.Many2many('credit.control.line',
string='Credit Control Lines',
default=_get_line_ids,
domain="[('state', '!=', 'sent')]")
@api.model
@api.returns('credit.control.line')
def _filter_lines(self, lines):
""" get line to be marked filter done lines """
line_obj = self.env['credit.control.line']
domain = [('state', '!=', 'sent'), ('id', 'in', lines.ids)]
return line_obj.search(domain)
@api.model
@api.returns('credit.control.line')
def _mark_lines(self, filtered_lines, state):
""" write hook """
assert state
filtered_lines.write({'state': state})
return filtered_lines
@api.multi
def mark_lines(self):
""" Write state of selected credit lines to the one in entry
done credit line will be ignored """
self.ensure_one()
if not self.line_ids:
raise api.Warning(_('No credit control lines selected.'))
filtered_lines = self._filter_lines(self.line_ids)
if not filtered_lines:
raise api.Warning(_('No lines will be changed. '
'All the selected lines are already done.'))
self._mark_lines(filtered_lines, self.name)
return {'domain': unicode([('id', 'in', filtered_lines.ids)]),
'view_type': 'form',
'view_mode': 'tree,form',
'view_id': False,
'res_model': 'credit.control.line',
'type': 'ir.actions.act_window'}

60
account_credit_control/wizard/credit_control_marker_view.xml Normal file
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@@ -0,0 +1,60 @@
<openerp>
<data>
<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="arch" type="xml">
<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/>
<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>
<!-- for menu -->
<act_window name="Change Lines' State"
res_model="credit.control.marker"
src_model="credit.control.line"
view_mode="form"
target="new"
key2="client_action_multi"
id="open_credit_line_marker_wizard_menu_action"/>
<record id="open_credit_line_marker_wizard" model="ir.actions.act_window">
<field name="name">Change Lines' State</field>
<field name="res_model">credit.control.marker</field>
<field name="src_model">credit.control.line</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="credit_line_marker_form"/>
<field name="target">new</field>
<field name="help">Change the state of the selected lines.</field>
</record>
</data>
</openerp>

148
account_credit_control/wizard/credit_control_policy_changer.py Normal file
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@@ -0,0 +1,148 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# 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 import models, fields, api, _
logger = logging.getLogger(__name__)
class credit_control_policy_changer(models.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"
new_policy_id = fields.Many2one('credit.control.policy',
string='New Policy to Apply',
required=True)
new_policy_level_id = fields.Many2one('credit.control.policy.level',
string='New level to apply',
required=True)
# Only used to provide dynamic filtering on form
do_nothing = fields.Boolean(string='No follow policy')
@api.model
def _get_default_lines(self):
""" 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 lines
"""
context = self.env.context
active_ids = context.get('active_ids')
invoice_obj = self.env['account.invoice']
move_line_obj = self.env['account.move.line']
if not active_ids:
return False
selected_lines = move_line_obj.browse()
for invoice in invoice_obj.browse(active_ids):
if invoice.type in ('in_invoice', 'in_refund', 'out_refund'):
raise api.Warning(_('Please use wizard on customer invoices'))
domain = [('account_id', '=', invoice.account_id.id),
('move_id', '=', invoice.move_id.id),
('reconcile_id', '=', False)]
move_lines = move_line_obj.search(domain)
selected_lines |= move_lines
return selected_lines
move_line_ids = fields.Many2many('account.move.line',
rel='credit_changer_ml_rel',
string='Move line to change',
default=_get_default_lines)
@api.onchange('new_policy_level_id')
def onchange_policy_id(self):
if not self.new_policy_id:
return
self.do_nothing = self.new_policy_id.do_nothing
@api.model
@api.returns('credit.control.line')
def _mark_as_overridden(self, move_lines):
""" 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
:return: list of credit lines that where marked as overridden
"""
credit_obj = self.env['credit.control.line']
domain = [('move_line_id', 'in', move_lines.ids)]
credit_lines = credit_obj.search(domain)
credit_lines.write({'manually_overridden': True})
return credit_lines
@api.model
def _set_invoice_policy(self, move_lines, policy):
""" Force policy on invoice """
invoice_obj = self.env['account.invoice']
invoice_ids = set(line.invoice.id for line in move_lines
if line.invoice)
invoices = invoice_obj.browse(invoice_ids)
invoices.write({'credit_policy_id': policy.id})
@api.model
def _check_accounts_policies(self, lines, policy):
accounts = set(line.account_id for line in lines)
for account in accounts:
policy.check_policy_against_account(account)
return True
@api.multi
def set_new_policy(self):
""" 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
"""
self.ensure_one()
credit_line_obj = self.env['credit.control.line']
controlling_date = fields.date.today()
self._check_accounts_policies(self.move_line_ids, self.new_policy_id)
self._mark_as_overridden(self.move_line_ids)
# 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
create = credit_line_obj.create_or_update_from_mv_lines
generated_lines = create(self.move_line_ids,
self.new_policy_level_id,
controlling_date,
check_tolerance=False)
self._set_invoice_policy(self.move_line_ids, self.new_policy_id)
if not generated_lines:
return {'type': 'ir.actions.act_window_close'}
action_ref = 'account_credit_control.credit_control_line_action'
action = self.env.ref(action_ref)
action = action.read()[0]
action['domain'] = [('id', 'in', generated_lines.ids)]
return action

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account_credit_control/wizard/credit_control_policy_changer_view.xml Normal file
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<?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"/>
<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>

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account_credit_control/wizard/credit_control_printer.py Normal file
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 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/>.
#
##############################################################################
from openerp import models, fields, api, _
class CreditControlPrinter(models.TransientModel):
""" Print lines """
_name = "credit.control.printer"
_rec_name = 'id'
_description = 'Mass printer'
@api.model
def _get_line_ids(self):
context = self.env.context
if context.get('active_model') != 'credit.control.line':
return False
return context.get('active_ids', False)
mark_as_sent = fields.Boolean(string='Mark letter lines as sent',
default=True,
help="Only letter lines will be marked.")
line_ids = fields.Many2many('credit.control.line',
string='Credit Control Lines',
default=_get_line_ids)
@api.model
def _credit_line_predicate(self, line):
return True
@api.model
@api.returns('credit.control.line')
def _get_lines(self, lines, predicate):
return lines.filtered(predicate)
@api.multi
def print_lines(self):
self.ensure_one()
comm_obj = self.env['credit.control.communication']
if not self.line_ids:
raise api.Warning(_('No credit control lines selected.'))
lines = self._get_lines(self.line_ids, self._credit_line_predicate)
comms = comm_obj._generate_comm_from_credit_lines(lines)
if self.mark_as_sent:
comms._mark_credit_line_as_sent()
report_name = 'account_credit_control.report_credit_control_summary'
report_obj = self.env['report'].with_context(active_ids=comms.ids)
return report_obj.get_action(comms, report_name)

51
account_credit_control/wizard/credit_control_printer_view.xml Normal file
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<openerp>
<data>
<record id="credit_line_printer_form" model="ir.ui.view">
<field name="name">credit.line.printer.form</field>
<field name="model">credit.control.printer</field>
<field name="arch" type="xml">
<form string="Lines report" version="7.0">
<separator string="Print the selected lines" colspan="4"/>
<newline/>
<group>
<field name="mark_as_sent"
colspan="4"/>
</group>
<newline/>
<notebook>
<page string="Lines">
<field name="line_ids" colspan="4" nolabel="1"/>
</page>
</notebook>
<footer>
<button class="oe_highlight" name="print_lines" string="Print" type="object"/>
or
<button class="oe_link" special="cancel" string="Cancel"/>
</footer>
</form>
</field>
</record>
<!-- for menu -->
<act_window name="Print Lines"
res_model="credit.control.printer"
src_model="credit.control.line"
view_mode="form"
target="new"
key2="client_action_multi"
id="open_credit_line_printer_wizard_menu_action"/>
<record id="open_credit_line_printer_wizard" model="ir.actions.act_window">
<field name="name">Print Lines</field>
<field name="res_model">credit.control.printer</field>
<field name="src_model">credit.control.line</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="credit_line_printer_form"/>
<field name="target">new</field>
<field name="help">Print selected lines</field>
</record>
</data>
</openerp>