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https://github.com/OCA/account-financial-tools.git
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[IMP] account_credit_control: add account_followup features
* Update translations * Relocate credit control menu * Improve partner followup info * Add manual followup
This commit is contained in:
cubells
@@ -1,5 +1,5 @@
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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==============
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@@ -64,7 +64,8 @@ Contributors
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* Nicolas Bessi (Camptocamp)
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* Guewen Baconnier (Camptocamp)
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* Sylvain Van Hoof (Okia SPRL) <sylvain@okia.be>
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* Akim Juillerat (Camptocamp <akim.juillerat@camptocamp.com>
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* Akim Juillerat (Camptocamp) <akim.juillerat@camptocamp.com>
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* Vicent Cubells (Tecnativa) <vicent.cubells@tecnativa.com>
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Maintainer
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----------
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File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@@ -125,6 +125,8 @@ class CreditControlLine(models.Model):
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run_id = fields.Many2one(comodel_name='credit.control.run',
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string='Source')
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manual_followup = fields.Boolean(string='Manual Followup')
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@api.model
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def _prepare_from_move_line(self, move_line, level, controlling_date,
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open_amount):
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@@ -216,3 +218,18 @@ class CreditControlLine(models.Model):
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)
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return super(CreditControlLine, self).unlink()
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@api.multi
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def write(self, values):
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res = super(CreditControlLine, self).write(values)
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if 'manual_followup' in values:
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self.partner_id.write({
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'manual_followup': values.get('manual_followup'),
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})
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return res
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@api.model
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def create(self, values):
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line = super(CreditControlLine, self).create(values)
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line.manual_followup = line.partner_id.manual_followup
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return line
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@@ -26,11 +26,37 @@ class ResPartner(models.Model):
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'invoice_id',
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string='Credit Control Lines',
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readonly=True)
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payment_responsible_id = fields.Many2one(
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comodel_name='res.users',
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ondelete='set null',
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string='Follow-up Responsible',
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help="Optionally you can assign a user to this field, "
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"which will make him responsible for the action.",
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track_visibility="onchange",
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)
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payment_note = fields.Text(
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string='Customer Payment Promise',
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help="Payment Note",
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track_visibility="onchange",
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)
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payment_next_action = fields.Text(
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string='Next Action',
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help="This is the next action to be taken.",
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track_visibility="onchange",
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)
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payment_next_action_date = fields.Date(
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string='Next Action Date',
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help="This is when the manual follow-up is needed.",
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)
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manual_followup = fields.Boolean(
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string='Manual Followup',
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)
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@api.constrains('credit_policy_id', 'property_account_receivable_id')
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def _check_credit_policy(self):
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""" Ensure that policy on partner are limited to the account policy """
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for partner in self:
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# sudo needed for those w/o permission that duplicate records
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for partner in self.sudo():
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if (not partner.property_account_receivable_id or
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not partner.credit_policy_id):
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continue
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@@ -84,6 +84,10 @@
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string="Manual change"
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domain="[('manually_overridden', '=', True)]"
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help="The line was deprecated by a manual change of policy on invoice."/>
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<filter name="filter_manual" icon="fa-hand-paper-o"
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string="Manual followup"
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domain="[('manually_followup', '=', True)]"
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help="The partner had a manual followup."/>
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</group>
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<group expand="0" string="Group By" name="group_by">
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<filter domain='[]' context="{'group_by': 'date'}"
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@@ -107,6 +111,9 @@
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<filter domain='[]'
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context="{'group_by': 'manually_overridden'}"
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icon="terp-document-new" string="Manual change"/>
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<filter domain='[]'
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context="{'group_by': 'manual_followup'}"
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icon="terp-document-new" string="Manual followup"/>
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</group>
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</search>
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</field>
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@@ -126,6 +133,7 @@
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<field name="channel"/>
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<field name="invoice_id"/>
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<field name="partner_id"/>
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<field name="manual_followup"/>
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<field name="amount_due"/>
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<field name="balance_due"/>
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<field name="currency_id"/>
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@@ -140,8 +148,8 @@
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<menuitem
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name="Credit Control"
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parent="account.menu_finance_entries"
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id="base_credit_control_menu" sequence="10"
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parent="account.menu_finance"
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id="base_credit_control_menu" sequence="4"
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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"/>
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<record model="ir.actions.act_window" id="credit_control_line_action">
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@@ -167,5 +175,4 @@
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id="credit_control_line_action_menu"
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/>
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</odoo>
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@@ -6,9 +6,15 @@
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<field name="inherit_id" ref="account.view_partner_property_form"/>
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<field name="groups_id" eval="[(4, ref('account_credit_control.group_account_credit_control_manager')), (4, ref('account_credit_control.group_account_credit_control_user'))]"/>
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<field name="arch" type="xml">
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<field name="credit" position="after">
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<field name="credit_policy_id" widget="selection"/>
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</field>
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<xpath expr="//group[@name='accounting_entries']" position="after">
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<group string="Follow-up" name="followup">
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<field name="credit_policy_id" widget="selection"/>
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<field name="payment_responsible_id"/>
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<field name="payment_note"/>
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<field name="payment_next_action"/>
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<field name="payment_next_action_date"/>
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</group>
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</xpath>
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</field>
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</record>
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@@ -19,5 +25,41 @@
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domain="[('partner_id', '=', active_id)]"
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res_model="credit.control.line"
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src_model="res.partner"/>
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<record id="customer_followup_tree" model="ir.ui.view">
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<field name="name">res.partner.followup.inherit.tree</field>
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<field name="model">res.partner</field>
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<field name="priority" eval="20"/>
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<field name="groups_id" eval="[(4, ref('account_credit_control.group_account_credit_control_manager')), (4, ref('account_credit_control.group_account_credit_control_user'))]"/>
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<field name="arch" type="xml">
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<tree string="Customer Followup" create="false" delete="false">
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<field name="display_name"/>
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<field name="payment_next_action_date"/>
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<field name="payment_next_action"/>
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<field name="payment_responsible_id"/>
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<field name="payment_note"/>
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</tree>
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</field>
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</record>
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<record id="action_customer_followup" model="ir.actions.act_window">
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<field name="name">Manual Follow-Ups</field>
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<field name="view_id" ref="customer_followup_tree"/>
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<field name="res_model">res.partner</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="domain">[('manual_followup', '=', True)]</field>
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<field name="context">{}</field>
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</record>
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<record id="action_view_customer_followup_tree" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="customer_followup_tree"/>
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<field name="act_window_id" ref="action_customer_followup"/>
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</record>
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<menuitem
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name="Do Manual Follow-Ups"
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parent="base_credit_control_menu"
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action="action_customer_followup"
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sequence="30"
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id="credit_control_manual_action_menu"/>
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</odoo>
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