mirror of
https://github.com/OCA/account-financial-tools.git
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Merge pull request #62 from guewen/8.0-account_credit_control-migr
Migration of account_credit_control
This commit is contained in:
Nicolas Bessi (nbessi)
@@ -1,44 +0,0 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# Author: Nicolas Bessi, Guewen Baconnier
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# Copyright 2012 Camptocamp SA
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#
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# This program is free software: you can redistribute it and/or modify
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# 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.
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#
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# This program is distributed in the hope that it will be useful,
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||||
# 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.
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||||
#
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# 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/>.
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#
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##############################################################################
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from openerp.osv import orm, fields
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class AccountAccount(orm.Model):
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"""Add a link to a credit control policy on account.account"""
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_inherit = "account.account"
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_columns = {
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'credit_control_line_ids': fields.one2many(
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'credit.control.line',
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'account_id',
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string='Credit Lines',
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readonly=True),
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}
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def copy_data(self, cr, uid, id, default=None, context=None):
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if default is None:
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default = {}
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else:
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default = default.copy()
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default['credit_control_line_ids'] = False
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return super(AccountAccount, self).copy_data(
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cr, uid, id, default=default, context=context)
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@@ -1,86 +0,0 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# Author: Vincent Renaville
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# Copyright 2013 Camptocamp SA
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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||||
#
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# You should have received a copy of the GNU Affero General Public License
|
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from openerp.osv import orm, fields
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from openerp.tools.translate import _
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class AccountInvoice(orm.Model):
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"""Check on cancelling of an invoice"""
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_inherit = 'account.invoice'
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_columns = {
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'credit_policy_id': fields.many2one(
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'credit.control.policy',
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'Credit Control Policy',
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help=("The Credit Control Policy used for this "
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"invoice. If nothing is defined, it will "
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"use the account setting or the partner "
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"setting."),
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readonly=True,
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),
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'credit_control_line_ids': fields.one2many(
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'credit.control.line',
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'invoice_id',
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string='Credit Lines',
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readonly=True
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),
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}
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def copy_data(self, cr, uid, id, default=None, context=None):
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"""Ensure that credit lines and policy are not copied"""
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if default is None:
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default = {}
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else:
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default = default.copy()
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default['credit_control_line_ids'] = False
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default['credit_policy_id'] = False
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return super(AccountInvoice, self).copy_data(
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cr, uid, id, default=default, context=context)
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def action_cancel(self, cr, uid, ids, context=None):
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"""Prevent to cancel invoice related to credit line"""
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# We will search if this invoice is linked with credit
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cc_line_obj = self.pool.get('credit.control.line')
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for invoice_id in ids:
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cc_nondraft_line_ids = cc_line_obj.search(
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cr, uid,
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[('invoice_id', '=', invoice_id),
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('state', '!=', 'draft')],
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context=context)
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if cc_nondraft_line_ids:
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raise orm.except_orm(
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_('Error!'),
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_('You cannot cancel this invoice.\n'
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'A payment reminder has already been '
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'sent to the customer.\n'
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'You must create a credit note and '
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'issue a new invoice.')
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)
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cc_draft_line_ids = cc_line_obj.search(
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cr, uid,
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[('invoice_id', '=', invoice_id),
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('state', '=', 'draft')],
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context=context)
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cc_line_obj.unlink(cr, uid,
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cc_draft_line_ids,
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context=context)
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return super(AccountInvoice, self).action_cancel(cr, uid, ids,
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context=context)
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@@ -1,292 +0,0 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# Author: Nicolas Bessi, Guewen Baconnier
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# Copyright 2012 Camptocamp SA
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#
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# 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/>.
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#
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##############################################################################
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import logging
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from openerp.osv import orm, fields
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from openerp.tools.translate import _
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logger = logging.getLogger('credit.line.control')
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class CreditControlLine(orm.Model):
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"""A credit control line describes an amount due by a customer for a due date.
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A line is created once the due date of the payment is exceeded.
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It is created in "draft" and some actions are available (send by email,
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print, ...)
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"""
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_name = "credit.control.line"
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_description = "A credit control line"
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_rec_name = "id"
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_order = "date DESC"
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_columns = {
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'date': fields.date(
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'Controlling date',
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required=True,
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select=True
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),
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# maturity date of related move line we do not use
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# a related field in order to
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# allow manual changes
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'date_due': fields.date(
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'Due date',
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required=True,
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readonly=True,
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states={'draft': [('readonly', False)]}
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),
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'date_entry': fields.related(
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'move_line_id', 'date',
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type='date',
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string='Entry date',
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store=True, readonly=True
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),
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'date_sent': fields.date(
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'Sent date',
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readonly=True,
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states={'draft': [('readonly', False)]}
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),
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'state': fields.selection(
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[('draft', 'Draft'),
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('ignored', 'Ignored'),
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('to_be_sent', 'Ready To Send'),
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('sent', 'Done'),
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('error', 'Error'),
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('email_error', 'Emailing Error')],
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'State', required=True, readonly=True,
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help=("Draft lines need to be triaged.\n"
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"Ignored lines are lines for which we do "
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"not want to send something.\n"
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"Draft and ignored lines will be "
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"generated again on the next run.")
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),
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'channel': fields.selection(
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[('letter', 'Letter'),
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('email', 'Email')],
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'Channel', required=True,
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readonly=True,
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states={'draft': [('readonly', False)]}
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),
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'invoice_id': fields.many2one(
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'account.invoice',
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'Invoice',
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readonly=True
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),
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'partner_id': fields.many2one(
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'res.partner',
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"Partner",
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required=True
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),
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'amount_due': fields.float(
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'Due Amount Tax incl.',
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required=True,
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readonly=True
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),
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'balance_due': fields.float(
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'Due balance', required=True,
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readonly=True
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),
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'mail_message_id': fields.many2one(
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'mail.mail',
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'Sent Email',
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readonly=True
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),
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'move_line_id': fields.many2one(
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'account.move.line',
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'Move line',
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required=True,
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readonly=True
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),
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'account_id': fields.related(
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'move_line_id',
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'account_id',
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type='many2one',
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relation='account.account',
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string='Account',
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store=True,
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readonly=True
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),
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'currency_id': fields.related(
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'move_line_id',
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'currency_id',
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type='many2one',
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relation='res.currency',
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string='Currency',
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store=True,
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readonly=True
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),
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'company_id': fields.related(
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'move_line_id', 'company_id',
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type='many2one',
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relation='res.company',
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string='Company',
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store=True, readonly=True
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),
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# we can allow a manual change of policy in draft state
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'policy_level_id': fields.many2one(
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'credit.control.policy.level',
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'Overdue Level',
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required=True,
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readonly=True,
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states={'draft': [('readonly', False)]}
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),
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'policy_id': fields.related(
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'policy_level_id',
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'policy_id',
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type='many2one',
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relation='credit.control.policy',
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string='Policy',
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store=True,
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readonly=True
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),
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'level': fields.related(
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'policy_level_id',
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'level',
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type='integer',
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relation='credit.control.policy',
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string='Level',
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store=True,
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readonly=True
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),
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'manually_overridden': fields.boolean('Manually overridden')
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}
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_defaults = {'state': 'draft'}
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def _prepare_from_move_line(self, cr, uid, move_line,
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level, controlling_date, open_amount,
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context=None):
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"""Create credit control line"""
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data = {}
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data['date'] = controlling_date
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data['date_due'] = move_line.date_maturity
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data['state'] = 'draft'
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data['channel'] = level.channel
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data['invoice_id'] = (move_line.invoice.id if
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move_line.invoice else False)
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data['partner_id'] = move_line.partner_id.id
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data['amount_due'] = (move_line.amount_currency or move_line.debit or
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move_line.credit)
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data['balance_due'] = open_amount
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data['policy_level_id'] = level.id
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data['company_id'] = move_line.company_id.id
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data['move_line_id'] = move_line.id
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return data
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def create_or_update_from_mv_lines(self, cr, uid, ids, lines,
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level_id, controlling_date,
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check_tolerance=True, context=None):
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"""Create or update line based on levels
|
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|
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if check_tolerance is true credit line will not be
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created if open amount is too small.
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eg. we do not want to send a letter for 10 cents
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of open amount.
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:param lines: move.line id list
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:param level_id: credit.control.policy.level id
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:param controlling_date: date string of the credit controlling date.
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Generally it should be the same
|
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as create date
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:param check_tolerance: boolean if True credit line
|
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will not be generated if open amount
|
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is smaller than company defined
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tolerance
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|
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:returns: list of created credit line ids
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"""
|
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currency_obj = self.pool.get('res.currency')
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level_obj = self.pool.get('credit.control.policy.level')
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ml_obj = self.pool.get('account.move.line')
|
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user = self.pool.get('res.users').browse(cr, uid, uid)
|
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currency_ids = currency_obj.search(cr, uid, [], context=context)
|
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|
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tolerance = {}
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tolerance_base = user.company_id.credit_control_tolerance
|
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for c_id in currency_ids:
|
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tolerance[c_id] = currency_obj.compute(
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cr, uid,
|
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c_id,
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user.company_id.currency_id.id,
|
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tolerance_base,
|
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context=context)
|
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|
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level = level_obj.browse(cr, uid, level_id, context)
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line_ids = []
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for line in ml_obj.browse(cr, uid, lines, context):
|
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|
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open_amount = line.amount_residual_currency
|
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cur_tolerance = tolerance.get(line.currency_id.id, tolerance_base)
|
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if check_tolerance and open_amount < cur_tolerance:
|
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continue
|
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vals = self._prepare_from_move_line(cr, uid,
|
||||
line,
|
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level,
|
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controlling_date,
|
||||
open_amount,
|
||||
context=context)
|
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line_id = self.create(cr, uid, vals, context=context)
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line_ids.append(line_id)
|
||||
|
||||
# when we have lines generated earlier in draft,
|
||||
# on the same level, it means that we have left
|
||||
# them, so they are to be considered as ignored
|
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previous_draft_ids = self.search(
|
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cr, uid,
|
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[('move_line_id', '=', line.id),
|
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('policy_level_id', '=', level.id),
|
||||
('state', '=', 'draft'),
|
||||
('id', '!=', line_id)],
|
||||
context=context)
|
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if previous_draft_ids:
|
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self.write(cr, uid, previous_draft_ids,
|
||||
{'state': 'ignored'}, context=context)
|
||||
|
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return line_ids
|
||||
|
||||
def unlink(self, cr, uid, ids, context=None, check=True):
|
||||
for line in self.browse(cr, uid, ids, context=context):
|
||||
if line.state != 'draft':
|
||||
raise orm.except_orm(
|
||||
_('Error !'),
|
||||
_('You are not allowed to delete a credit control '
|
||||
'line that is not in draft state.')
|
||||
)
|
||||
|
||||
return super(CreditControlLine, self).unlink(cr, uid, ids,
|
||||
context=context)
|
||||
@@ -1,78 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# Author: Nicolas Bessi, Guewen Baconnier
|
||||
# Copyright 2012 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.osv import orm, fields
|
||||
|
||||
|
||||
class ResPartner(orm.Model):
|
||||
"""Add a settings on the credit control policy to use on the partners,
|
||||
and links to the credit control lines."""
|
||||
|
||||
_inherit = "res.partner"
|
||||
|
||||
_columns = {
|
||||
'credit_policy_id': fields.many2one(
|
||||
'credit.control.policy',
|
||||
'Credit Control Policy',
|
||||
domain="[('account_ids', 'in', property_account_receivable)]",
|
||||
help=("The Credit Control Policy used for this "
|
||||
"partner. This setting can be forced on the "
|
||||
"invoice. If nothing is defined, it will use "
|
||||
"the company setting.")
|
||||
),
|
||||
'credit_control_line_ids': fields.one2many(
|
||||
'credit.control.line',
|
||||
'invoice_id',
|
||||
string='Credit Control Lines',
|
||||
readonly=True
|
||||
)
|
||||
}
|
||||
|
||||
def _check_credit_policy(self, cr, uid, part_ids, context=None):
|
||||
"""Ensure that policy on partner are limited to the account policy"""
|
||||
if isinstance(part_ids, (int, long)):
|
||||
part_ids = [part_ids]
|
||||
policy_obj = self.pool['credit.control.policy']
|
||||
for partner in self.browse(cr, uid, part_ids, context):
|
||||
if not partner.property_account_receivable or \
|
||||
not partner.credit_policy_id:
|
||||
return True
|
||||
account = partner.property_account_receivable
|
||||
policy_obj.check_policy_against_account(
|
||||
cr, uid,
|
||||
account.id,
|
||||
partner.credit_policy_id.id,
|
||||
context=context
|
||||
)
|
||||
return True
|
||||
|
||||
_constraints = [(_check_credit_policy,
|
||||
'The policy must be related to the receivable account',
|
||||
['credit_policy_id'])]
|
||||
|
||||
def copy_data(self, cr, uid, id, default=None, context=None):
|
||||
"""Remove credit lines when copying partner"""
|
||||
if default is None:
|
||||
default = {}
|
||||
else:
|
||||
default = default.copy()
|
||||
default['credit_control_line_ids'] = False
|
||||
return super(ResPartner, self).copy_data(
|
||||
cr, uid, id, default=default, context=context)
|
||||
@@ -1,464 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# Author: Nicolas Bessi, Guewen Baconnier
|
||||
# Copyright 2012 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.osv import orm, fields
|
||||
from openerp.tools.translate import _
|
||||
|
||||
|
||||
class CreditControlPolicy(orm.Model):
|
||||
"""Define a policy of reminder"""
|
||||
|
||||
_name = "credit.control.policy"
|
||||
_description = """Define a reminder policy"""
|
||||
_columns = {
|
||||
'name': fields.char(
|
||||
'Name',
|
||||
required=True,
|
||||
size=128
|
||||
),
|
||||
|
||||
'level_ids': fields.one2many(
|
||||
'credit.control.policy.level',
|
||||
'policy_id',
|
||||
'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', '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'),
|
||||
}
|
||||
|
||||
_defaults = {
|
||||
'active': True,
|
||||
}
|
||||
|
||||
def _move_lines_domain(self, cr, uid, policy, controlling_date,
|
||||
context=None):
|
||||
"""Build the default domain for searching move lines"""
|
||||
account_ids = [a.id for a in policy.account_ids]
|
||||
return [('account_id', 'in', account_ids),
|
||||
('date_maturity', '<=', controlling_date),
|
||||
('reconcile_id', '=', False),
|
||||
('partner_id', '!=', False)]
|
||||
|
||||
def _due_move_lines(self, cr, uid, policy, controlling_date, context=None):
|
||||
""" 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.
|
||||
"""
|
||||
move_l_obj = self.pool.get('account.move.line')
|
||||
user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
|
||||
if user.company_id.credit_policy_id.id != policy.id:
|
||||
return set()
|
||||
|
||||
domain_line = self._move_lines_domain(cr, uid, policy,
|
||||
controlling_date,
|
||||
context=context)
|
||||
return set(move_l_obj.search(cr, uid, domain_line, context=context))
|
||||
|
||||
def _move_lines_subset(self, cr, uid, policy, controlling_date,
|
||||
model, move_relation_field, context=None):
|
||||
""" 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 browse_record policy: policy
|
||||
: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: set of ids to add in the process, set of ids to remove from
|
||||
the process
|
||||
"""
|
||||
# MARK possible place for a good optimisation
|
||||
my_obj = self.pool.get(model)
|
||||
move_l_obj = self.pool.get('account.move.line')
|
||||
|
||||
default_domain = self._move_lines_domain(cr, uid,
|
||||
policy,
|
||||
controlling_date,
|
||||
context=context)
|
||||
to_add_ids = set()
|
||||
to_remove_ids = set()
|
||||
|
||||
# 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_obj_ids = my_obj.search(
|
||||
cr, uid,
|
||||
[('credit_policy_id', '=', policy.id)],
|
||||
context=context)
|
||||
if add_obj_ids:
|
||||
domain = list(default_domain)
|
||||
domain.append((move_relation_field, 'in', add_obj_ids))
|
||||
to_add_ids = set(move_l_obj.search(cr, uid, domain,
|
||||
context=context))
|
||||
|
||||
# The lines which are linked to another policy do not have to be
|
||||
# included in the run for this policy.
|
||||
neg_obj_ids = my_obj.search(
|
||||
cr, uid,
|
||||
[('credit_policy_id', '!=', policy.id),
|
||||
('credit_policy_id', '!=', False)],
|
||||
context=context)
|
||||
if neg_obj_ids:
|
||||
domain = list(default_domain)
|
||||
domain.append((move_relation_field, 'in', neg_obj_ids))
|
||||
to_remove_ids = set(move_l_obj.search(cr, uid, domain,
|
||||
context=context))
|
||||
return to_add_ids, to_remove_ids
|
||||
|
||||
def _get_partner_related_lines(self, cr, uid, policy, controlling_date,
|
||||
context=None):
|
||||
""" Get the move lines for a policy related to a partner.
|
||||
|
||||
:param browse_record policy: policy
|
||||
: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: set of ids to add in the process, set of ids to remove from
|
||||
the process
|
||||
"""
|
||||
return self._move_lines_subset(cr, uid, policy, controlling_date,
|
||||
'res.partner', 'partner_id',
|
||||
context=context)
|
||||
|
||||
def _get_invoice_related_lines(self, cr, uid, policy, controlling_date,
|
||||
context=None):
|
||||
""" Get the move lines for a policy related to an invoice.
|
||||
|
||||
:param browse_record policy: policy
|
||||
: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: set of ids to add in the process, set of ids to remove from
|
||||
the process
|
||||
"""
|
||||
return self._move_lines_subset(cr, uid, policy, controlling_date,
|
||||
'account.invoice', 'invoice',
|
||||
context=context)
|
||||
|
||||
def _get_move_lines_to_process(self, cr, uid, policy_id, controlling_date,
|
||||
context=None):
|
||||
"""Build a list of move lines ids to include in a run
|
||||
for a policy at a given date.
|
||||
|
||||
:param int/long policy: id of the policy
|
||||
:param str controlling_date: date of credit control
|
||||
:return: set of ids to include in the run
|
||||
"""
|
||||
assert not (isinstance(policy_id, list) and len(policy_id) > 1), \
|
||||
"policy_id: only one id expected"
|
||||
if isinstance(policy_id, list):
|
||||
policy_id = policy_id[0]
|
||||
|
||||
policy = self.browse(cr, uid, policy_id, context=context)
|
||||
# there is a priority between the lines, depicted by the calls below
|
||||
# warning, side effect method called on lines
|
||||
lines = self._due_move_lines(cr, uid, policy, controlling_date,
|
||||
context=context)
|
||||
add_ids, remove_ids = self._get_partner_related_lines(cr, uid, policy,
|
||||
controlling_date,
|
||||
context=context)
|
||||
lines = lines.union(add_ids).difference(remove_ids)
|
||||
add_ids, remove_ids = self._get_invoice_related_lines(cr, uid, policy,
|
||||
controlling_date,
|
||||
context=context)
|
||||
lines = lines.union(add_ids).difference(remove_ids)
|
||||
return lines
|
||||
|
||||
def _lines_different_policy(self, cr, uid, policy_id, lines, context=None):
|
||||
""" Return a set of move lines ids for which there is an existing credit line
|
||||
but with a different policy.
|
||||
"""
|
||||
different_lines = set()
|
||||
if not lines:
|
||||
return different_lines
|
||||
assert not (isinstance(policy_id, list) and len(policy_id) > 1), \
|
||||
"policy_id: only one id expected"
|
||||
if isinstance(policy_id, list):
|
||||
policy_id = policy_id[0]
|
||||
cr.execute("SELECT move_line_id FROM credit_control_line"
|
||||
" WHERE policy_id != %s and move_line_id in %s"
|
||||
" AND manually_overridden IS false",
|
||||
(policy_id, tuple(lines)))
|
||||
res = cr.fetchall()
|
||||
if res:
|
||||
different_lines.update([x[0] for x in res])
|
||||
return different_lines
|
||||
|
||||
def check_policy_against_account(self, cr, uid, account_id, policy_id,
|
||||
context=None):
|
||||
"""Ensure that the policy corresponds to account relation"""
|
||||
policy = self.browse(cr, uid, policy_id, context=context)
|
||||
account = self.pool['account.account'].browse(cr, uid, account_id,
|
||||
context=context)
|
||||
policies_id = self.search(cr, uid, [],
|
||||
context=context)
|
||||
policies = self.browse(cr, uid, policies_id, context=context)
|
||||
allowed = [x for x in policies
|
||||
if account in x.account_ids or x.do_nothing]
|
||||
if policy not in allowed:
|
||||
allowed_names = u"\n".join(x.name for x in allowed)
|
||||
raise orm.except_orm(
|
||||
_('You can only use a policy set on '
|
||||
'account %s') % account.name,
|
||||
_("Please choose one of the following "
|
||||
"policies:\n %s") % allowed_names
|
||||
)
|
||||
return True
|
||||
|
||||
|
||||
class CreditControlPolicyLevel(orm.Model):
|
||||
"""Define a policy level. A level allows to determine if
|
||||
a move line is due and the level of overdue of the line"""
|
||||
|
||||
_name = "credit.control.policy.level"
|
||||
_order = 'level'
|
||||
_description = """A credit control policy level"""
|
||||
_columns = {
|
||||
'policy_id': fields.many2one('credit.control.policy',
|
||||
'Related Policy', required=True),
|
||||
'name': fields.char('Name', size=128, required=True,
|
||||
translate=True),
|
||||
'level': fields.integer('Level', required=True),
|
||||
|
||||
'computation_mode': fields.selection(
|
||||
[('net_days', 'Due Date'),
|
||||
('end_of_month', 'Due Date, End Of Month'),
|
||||
('previous_date', 'Previous Reminder')],
|
||||
'Compute Mode',
|
||||
required=True
|
||||
),
|
||||
|
||||
'delay_days': fields.integer('Delay (in days)', required='True'),
|
||||
'email_template_id': fields.many2one('email.template',
|
||||
'Email Template',
|
||||
required=True),
|
||||
'channel': fields.selection([('letter', 'Letter'),
|
||||
('email', 'Email')],
|
||||
'Channel', required=True),
|
||||
'custom_text': fields.text('Custom Message',
|
||||
required=True,
|
||||
translate=True),
|
||||
'custom_mail_text': fields.text('Custom Mail Message',
|
||||
required=True, translate=True),
|
||||
|
||||
}
|
||||
|
||||
def _check_level_mode(self, cr, uid, rids, context=None):
|
||||
""" The smallest level of a policy cannot be computed on the
|
||||
"previous_date". Return False if this happens. """
|
||||
if isinstance(rids, (int, long)):
|
||||
rids = [rids]
|
||||
for level in self.browse(cr, uid, rids, context):
|
||||
smallest_level_id = self.search(
|
||||
cr, uid,
|
||||
[('policy_id', '=', level.policy_id.id)],
|
||||
order='level asc', limit=1, context=context)
|
||||
smallest_level = self.browse(cr, uid, smallest_level_id[0],
|
||||
context)
|
||||
if smallest_level.computation_mode == 'previous_date':
|
||||
return False
|
||||
return True
|
||||
|
||||
_sql_constraint = [('unique level',
|
||||
'UNIQUE (policy_id, level)',
|
||||
'Level must be unique per policy')]
|
||||
|
||||
_constraints = [(_check_level_mode,
|
||||
'The smallest level can not be of type Previous Reminder',
|
||||
['level'])]
|
||||
|
||||
def _previous_level(self, cr, uid, policy_level, context=None):
|
||||
""" 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
|
||||
|
||||
:param browse_record policy_level: policy level
|
||||
:return: previous level id or None if there is no previous level
|
||||
"""
|
||||
previous_level_ids = self.search(
|
||||
cr,
|
||||
uid,
|
||||
[('policy_id', '=', policy_level.policy_id.id),
|
||||
('level', '<', policy_level.level)],
|
||||
order='level desc',
|
||||
limit=1,
|
||||
context=context)
|
||||
return previous_level_ids[0] if previous_level_ids else None
|
||||
|
||||
# ----- sql time related methods ---------
|
||||
|
||||
def _net_days_get_boundary(self):
|
||||
return (" (mv_line.date_maturity + %(delay)s)::date <= "
|
||||
"date(%(controlling_date)s)")
|
||||
|
||||
def _end_of_month_get_boundary(self):
|
||||
return ("(date_trunc('MONTH', (mv_line.date_maturity + %(delay)s))+"
|
||||
"INTERVAL '1 MONTH - 1 day')::date"
|
||||
"<= date(%(controlling_date)s)")
|
||||
|
||||
def _previous_date_get_boundary(self):
|
||||
return "(cr_line.date + %(delay)s)::date <= date(%(controlling_date)s)"
|
||||
|
||||
def _get_sql_date_boundary_for_computation_mode(self, cr, uid, level,
|
||||
controlling_date,
|
||||
context=None):
|
||||
"""Return a where clauses statement for the given
|
||||
controlling date and computation mode of the level"""
|
||||
fname = "_%s_get_boundary" % (level.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,)
|
||||
)
|
||||
|
||||
# -----------------------------------------
|
||||
|
||||
def _get_first_level_move_line_ids(self, cr, uid, level, controlling_date,
|
||||
lines, context=None):
|
||||
"""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"""
|
||||
level_lines = set()
|
||||
if not lines:
|
||||
return level_lines
|
||||
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"
|
||||
sql += self._get_sql_date_boundary_for_computation_mode(
|
||||
cr, uid, level,
|
||||
controlling_date, context
|
||||
)
|
||||
data_dict = {'controlling_date': controlling_date,
|
||||
'line_ids': tuple(lines),
|
||||
'delay': level.delay_days}
|
||||
cr.execute(sql, data_dict)
|
||||
res = cr.fetchall()
|
||||
if res:
|
||||
level_lines.update([x[0] for x in res])
|
||||
return level_lines
|
||||
|
||||
def _get_other_level_move_line_ids(self, cr, uid, level, controlling_date,
|
||||
lines, context=None):
|
||||
""" Retrieve the move lines for other levels than first level.
|
||||
"""
|
||||
level_lines = set()
|
||||
if not lines:
|
||||
return level_lines
|
||||
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 "
|
||||
sql += self._get_sql_date_boundary_for_computation_mode(
|
||||
cr, uid, level,
|
||||
controlling_date,
|
||||
context
|
||||
)
|
||||
previous_level_id = self._previous_level(cr, uid, level,
|
||||
context=context)
|
||||
previous_level = self.browse(cr, uid, previous_level_id,
|
||||
context=context)
|
||||
data_dict = {'controlling_date': controlling_date,
|
||||
'line_ids': tuple(lines),
|
||||
'delay': level.delay_days,
|
||||
'previous_level': previous_level.level}
|
||||
|
||||
# print cr.mogrify(sql, data_dict)
|
||||
cr.execute(sql, data_dict)
|
||||
res = cr.fetchall()
|
||||
if res:
|
||||
level_lines.update([x[0] for x in res])
|
||||
return level_lines
|
||||
|
||||
def get_level_lines(self, cr, uid, level_id, controlling_date, lines,
|
||||
context=None):
|
||||
"""get all move lines in entry lines that match the current level"""
|
||||
assert not (isinstance(level_id, list) and len(level_id) > 1), \
|
||||
"level_id: only one id expected"
|
||||
if isinstance(level_id, list):
|
||||
level_id = level_id[0]
|
||||
matching_lines = set()
|
||||
level = self.browse(cr, uid, level_id, context=context)
|
||||
if self._previous_level(cr, uid, level, context=context) is None:
|
||||
method = self._get_first_level_move_line_ids
|
||||
else:
|
||||
method = self._get_other_level_move_line_ids
|
||||
matching_lines.update(method(cr, uid, level,
|
||||
controlling_date, lines,
|
||||
context=context))
|
||||
return matching_lines
|
||||
@@ -1 +0,0 @@
|
||||
from . import credit_control_summary
|
||||
@@ -1,244 +0,0 @@
|
||||
## -*- coding: utf-8 -*-
|
||||
<html>
|
||||
<head>
|
||||
<style type="text/css">
|
||||
${css}
|
||||
body {
|
||||
font-family: helvetica;
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.custom_text {
|
||||
font-family: helvetica;
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
table {
|
||||
font-family: helvetica;
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.header {
|
||||
margin-left: 0px;
|
||||
text-align: left;
|
||||
width: 300px;
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.title {
|
||||
font-size: 16px;
|
||||
font-weight: bold;
|
||||
}
|
||||
|
||||
.basic_table{
|
||||
text-align: center;
|
||||
border: 1px solid lightGrey;
|
||||
border-collapse: collapse;
|
||||
font-family: helvetica;
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.basic_table th {
|
||||
border: 1px solid lightGrey;
|
||||
font-size: 11px;
|
||||
font-weight: bold;
|
||||
|
||||
}
|
||||
|
||||
.basic_table td {
|
||||
border: 1px solid lightGrey;
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.list_table {
|
||||
border-color: black;
|
||||
text-align: center;
|
||||
border-collapse: collapse;
|
||||
}
|
||||
|
||||
.list_table td {
|
||||
border-color: gray;
|
||||
border-top: 1px solid gray;
|
||||
text-align: left;
|
||||
font-size: 12px;
|
||||
padding-right: 3px;
|
||||
padding-left: 3px;
|
||||
padding-top: 3px;
|
||||
padding-bottom:3px;
|
||||
}
|
||||
|
||||
.list_table th {
|
||||
border-bottom: 2px solid black;
|
||||
text-align: left;
|
||||
font-size: 11px;
|
||||
font-weight: bold;
|
||||
padding-right: 3px
|
||||
padding-left: 3px
|
||||
}
|
||||
|
||||
.list_table thead {
|
||||
display: table-header-group;
|
||||
}
|
||||
|
||||
.address table {
|
||||
font-size: 11px;
|
||||
border-collapse: collapse;
|
||||
margin: 0px;
|
||||
padding: 0px;
|
||||
}
|
||||
|
||||
.address .shipping {
|
||||
|
||||
}
|
||||
|
||||
.address .invoice {
|
||||
margin-top: 10px;
|
||||
}
|
||||
|
||||
.address .recipient {
|
||||
font-size: 13px;
|
||||
margin-right: 120px;
|
||||
margin-left: 350px;
|
||||
float: right;
|
||||
}
|
||||
|
||||
|
||||
table .address_title {
|
||||
font-weight: bold;
|
||||
}
|
||||
|
||||
.address td.name {
|
||||
font-weight: bold;
|
||||
}
|
||||
|
||||
td.amount, th.amount {
|
||||
text-align: right;
|
||||
padding-right:2px;
|
||||
}
|
||||
|
||||
h1 {
|
||||
font-size: 16px;
|
||||
font-weight: bold;
|
||||
}
|
||||
|
||||
tr.line .note {
|
||||
border-style: none;
|
||||
font-size: 9px;
|
||||
padding-left: 10px;
|
||||
}
|
||||
|
||||
tr.line {
|
||||
margin-bottom: 10px;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
|
||||
%for comm in objects :
|
||||
<% setLang(comm.get_contact_address().lang) %>
|
||||
<div class="address">
|
||||
<table class="recipient">
|
||||
<%
|
||||
add = comm.get_contact_address()
|
||||
%>
|
||||
%if comm.partner_id.id == add.id:
|
||||
<tr><td class="name">${comm.partner_id.title and comm.partner_id.title.name or ''} ${comm.partner_id.name }</td></tr>
|
||||
<% address_lines = comm.partner_id.contact_address.split("\n") %>
|
||||
|
||||
%else:
|
||||
<tr><td class="name">${comm.partner_id.name or ''}</td></tr>
|
||||
<tr><td>${add.title and add.title.name or ''} ${add.name}</td></tr>
|
||||
<% address_lines = add.contact_address.split("\n")[1:] %>
|
||||
%endif
|
||||
%for part in address_lines:
|
||||
%if part:
|
||||
<tr><td>${part}</td></tr>
|
||||
%endif
|
||||
%endfor
|
||||
</table>
|
||||
<br/>
|
||||
<br/>
|
||||
<br/>
|
||||
<br/>
|
||||
|
||||
</div>
|
||||
<br/>
|
||||
<br/>
|
||||
<br/>
|
||||
<div>
|
||||
|
||||
<h3 style="clear: both; padding-top: 20px;">
|
||||
${_('Reminder')}: ${comm.current_policy_level.name or '' }
|
||||
</h3>
|
||||
|
||||
<p>${_('Dear')},</p>
|
||||
<p class="custom_text" width="95%">${comm.current_policy_level.custom_text.replace('\n', '<br />')}</p>
|
||||
|
||||
<br/>
|
||||
<br/>
|
||||
<p><b>${_('Summary')}<br/></b></p>
|
||||
<table class="basic_table" style="width: 100%;">
|
||||
<tr>
|
||||
<th width="200">${_('Invoice number')}</th>
|
||||
<th>${_('Invoice date')}</th>
|
||||
<th>${_('Date due')}</th>
|
||||
<th>${_('Invoiced amount')}</th>
|
||||
<th>${_('Open amount')}</th>
|
||||
<th>${_('Currency')}</th>
|
||||
|
||||
</tr>
|
||||
%for line in comm.credit_control_line_ids:
|
||||
<tr>
|
||||
%if line.invoice_id:
|
||||
<td width="200">${line.invoice_id.number}
|
||||
%if line.invoice_id.name:
|
||||
<br/>
|
||||
${line.invoice_id.name}
|
||||
%endif
|
||||
</td>
|
||||
%else:
|
||||
<td width="200">${line.move_line_id.name}</td>
|
||||
%endif
|
||||
<td class="date">${line.date_entry}</td>
|
||||
<td class="date">${line.date_due}</td>
|
||||
<td class="amount">${line.amount_due}</td>
|
||||
<td class="amount">${line.balance_due}</td>
|
||||
<td class="amount">${line.currency_id.name or comm.company_id.currency_id.name}</td>
|
||||
</tr>
|
||||
%endfor
|
||||
</table>
|
||||
<br/>
|
||||
<br/>
|
||||
<%doc>
|
||||
<!-- uncomment to have info after summary -->
|
||||
<p>${_('If you have any question, do not hesitate to contact us.')}</p>
|
||||
|
||||
<p>${comm.user_id.name} ${comm.user_id.email and '<%s>'%(comm.user_id.email) or ''}<br/>
|
||||
${comm.company_id.name}<br/>
|
||||
% if comm.company_id.street:
|
||||
${comm.company_id.street or ''}<br/>
|
||||
|
||||
% endif
|
||||
|
||||
% if comm.company_id.street2:
|
||||
${comm.company_id.street2}<br/>
|
||||
% endif
|
||||
% if comm.company_id.city or comm.company_id.zip:
|
||||
${comm.company_id.zip or ''} ${comm.company_id.city or ''}<br/>
|
||||
% endif
|
||||
% if comm.company_id.country_id:
|
||||
${comm.company_id.state_id and ('%s, ' % comm.company_id.state_id.name) or ''} ${comm.company_id.country_id.name or ''}<br/>
|
||||
% endif
|
||||
% if comm.company_id.phone:
|
||||
Phone: ${comm.company_id.phone}<br/>
|
||||
% endif
|
||||
% if comm.company_id.website:
|
||||
${comm.company_id.website or ''}<br/>
|
||||
% endif
|
||||
</%doc>
|
||||
|
||||
<p style="page-break-after:always"></p>
|
||||
%endfor
|
||||
|
||||
</body>
|
||||
</html>
|
||||
@@ -1,16 +0,0 @@
|
||||
<openerp>
|
||||
<data>
|
||||
<report auto="False"
|
||||
id="report_webkit_html"
|
||||
model="credit.control.communication"
|
||||
name="credit_control_summary"
|
||||
file="account_credit_control/report/credit_control_summary.html.mako"
|
||||
string="Credit Summary"
|
||||
report_type="webkit"
|
||||
webkit_header="report_webkit.ir_header_webkit_basesample0"/>
|
||||
|
||||
<record model="ir.actions.report.xml" id="report_webkit_html">
|
||||
<field name="precise_mode" eval="True"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,189 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# Author: Nicolas Bessi, Guewen Baconnier
|
||||
# Copyright 2012 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.osv import orm, fields
|
||||
from openerp.tools.translate import _
|
||||
|
||||
logger = logging.getLogger('credit.control.run')
|
||||
|
||||
|
||||
class CreditControlRun(orm.Model):
|
||||
"""Credit Control run generate all credit control lines and reject"""
|
||||
|
||||
_name = "credit.control.run"
|
||||
_rec_name = 'date'
|
||||
_description = """Credit control line generator"""
|
||||
_columns = {
|
||||
'date': fields.date('Controlling Date', required=True),
|
||||
'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)]}
|
||||
),
|
||||
|
||||
'report': fields.text('Report', readonly=True),
|
||||
|
||||
'state': fields.selection([('draft', 'Draft'),
|
||||
('done', 'Done')],
|
||||
string='State',
|
||||
required=True,
|
||||
readonly=True),
|
||||
|
||||
'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
|
||||
),
|
||||
}
|
||||
|
||||
def copy_data(self, cr, uid, id, default=None, context=None):
|
||||
if default is None:
|
||||
default = {}
|
||||
else:
|
||||
default = default.copy()
|
||||
default.update({
|
||||
'report': False,
|
||||
'manual_ids': False,
|
||||
})
|
||||
return super(CreditControlRun, self).copy_data(
|
||||
cr, uid, id, default=default, context=context)
|
||||
|
||||
def _get_policies(self, cr, uid, context=None):
|
||||
return self.pool['credit.control.policy'].search(cr, uid, [],
|
||||
context=context)
|
||||
|
||||
_defaults = {'state': 'draft',
|
||||
'policy_ids': _get_policies}
|
||||
|
||||
def _check_run_date(self, cr, uid, ids, controlling_date, context=None):
|
||||
"""Ensure that there is no credit line in the future
|
||||
using controlling_date
|
||||
|
||||
"""
|
||||
run_obj = self.pool['credit.control.run']
|
||||
runs = run_obj.search(cr, uid, [('date', '>', controlling_date)],
|
||||
order='date DESC', limit=1, context=context)
|
||||
if runs:
|
||||
run = run_obj.browse(cr, uid, runs[0], context=context)
|
||||
raise orm.except_orm(_('Error'),
|
||||
_('A run has already been executed more '
|
||||
'recently than %s') % (run.date))
|
||||
|
||||
line_obj = self.pool['credit.control.line']
|
||||
lines = line_obj.search(cr, uid, [('date', '>', controlling_date)],
|
||||
order='date DESC', limit=1, context=context)
|
||||
if lines:
|
||||
line = line_obj.browse(cr, uid, lines[0], context=context)
|
||||
raise orm.except_orm(_('Error'),
|
||||
_('A credit control line more '
|
||||
'recent than %s exists at %s') %
|
||||
(controlling_date, line.date))
|
||||
return True
|
||||
|
||||
def _generate_credit_lines(self, cr, uid, run_id, context=None):
|
||||
""" Generate credit control lines. """
|
||||
cr_line_obj = self.pool.get('credit.control.line')
|
||||
assert not (isinstance(run_id, list) and len(run_id) > 1), \
|
||||
"run_id: only one id expected"
|
||||
if isinstance(run_id, list):
|
||||
run_id = run_id[0]
|
||||
|
||||
run = self.browse(cr, uid, run_id, context=context)
|
||||
manually_managed_lines = set() # line who changed policy
|
||||
credit_line_ids = [] # generated lines
|
||||
run._check_run_date(run.date, context=context)
|
||||
|
||||
policies = run.policy_ids
|
||||
if not policies:
|
||||
raise orm.except_orm(_('Error'),
|
||||
_('Please select a policy'))
|
||||
|
||||
report = ''
|
||||
generated_ids = []
|
||||
for policy in policies:
|
||||
if policy.do_nothing:
|
||||
continue
|
||||
lines = policy._get_move_lines_to_process(run.date,
|
||||
context=context)
|
||||
manual_lines = policy._lines_different_policy(lines,
|
||||
context=context)
|
||||
lines.difference_update(manual_lines)
|
||||
manually_managed_lines.update(manual_lines)
|
||||
policy_generated_ids = []
|
||||
if lines:
|
||||
# policy levels are sorted by level
|
||||
# so iteration is in the correct order
|
||||
for level in reversed(policy.level_ids):
|
||||
level_lines = level.get_level_lines(run.date, lines,
|
||||
context=context)
|
||||
policy_generated_ids += \
|
||||
cr_line_obj.create_or_update_from_mv_lines(
|
||||
cr, uid,
|
||||
[],
|
||||
list(level_lines),
|
||||
level.id,
|
||||
run.date,
|
||||
context=context
|
||||
)
|
||||
generated_ids.extend(policy_generated_ids)
|
||||
if policy_generated_ids:
|
||||
report += _("Policy \"%s\" has generated %d Credit Control Lines.\n") % \
|
||||
(policy.name, len(policy_generated_ids))
|
||||
credit_line_ids += policy_generated_ids
|
||||
else:
|
||||
report += _(
|
||||
"Policy \"%s\" has not generated any "
|
||||
"Credit Control Lines.\n" % policy.name
|
||||
)
|
||||
|
||||
vals = {'state': 'done',
|
||||
'report': report,
|
||||
'manual_ids': [(6, 0, manually_managed_lines)]}
|
||||
run.write(vals, context=context)
|
||||
return generated_ids
|
||||
|
||||
def generate_credit_lines(self, cr, uid, run_id, context=None):
|
||||
"""Generate credit control lines
|
||||
|
||||
Lock the ``credit_control_run`` Postgres table to avoid concurrent
|
||||
calls of this method.
|
||||
"""
|
||||
try:
|
||||
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 orm.except_orm(_('Error'),
|
||||
_('A credit control run is already running'
|
||||
' in background, please try later.'))
|
||||
|
||||
self._generate_credit_lines(cr, uid, run_id, context)
|
||||
return True
|
||||
@@ -1,99 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# flake8: noqa
|
||||
from support import *
|
||||
import datetime
|
||||
|
||||
@step('I import invoice "{inv_name}" using import invoice button')
|
||||
def impl(ctx, inv_name):
|
||||
invoice = model('account.invoice').get([('name', '=', inv_name)])
|
||||
assert invoice
|
||||
bank_statement = ctx.found_item
|
||||
for line in bank_statement.line_ids:
|
||||
line.unlink()
|
||||
lines = model('account.move.line').browse([('move_id', '=', invoice.move_id.id),
|
||||
('account_id', '=', invoice.account_id.id)])
|
||||
|
||||
wizard = model('account.statement.from.invoice.lines').create({'line_ids': lines})
|
||||
wizard.populate_statement({'statement_id': bank_statement.id})
|
||||
|
||||
@given(u'I should have a "account.bank.statement.line" with name: "{name}" and amount: "{amount}"')
|
||||
def impl(ctx, name, amount):
|
||||
assert ctx.found_item
|
||||
line = model('account.bank.statement.line').get([('name', '=', name),
|
||||
('amount', '=', amount),
|
||||
('statement_id', '=', ctx.found_item.id)])
|
||||
assert line
|
||||
ctx.line = line
|
||||
|
||||
@given(u'I set the voucher paid amount to "{amount}"')
|
||||
def impl(ctx, amount):
|
||||
assert ctx.line
|
||||
voucher = model('account.voucher').get(ctx.line.voucher_id.id)
|
||||
assert voucher
|
||||
|
||||
vals = voucher.onchange_amount(float(amount),
|
||||
voucher.payment_rate,
|
||||
voucher.partner_id.id,
|
||||
voucher.journal_id.id if voucher.journal_id else False,
|
||||
voucher.currency_id.id if voucher.currency_id else False,
|
||||
voucher.type,
|
||||
voucher.date,
|
||||
voucher.payment_rate,
|
||||
voucher.company_id.id if voucher.company_id else false)
|
||||
vals = vals['value']
|
||||
vals.update({'amount': ctx.line.voucher_id.amount})
|
||||
voucher_line_ids = []
|
||||
voucher_line_dr_ids = []
|
||||
v_l_obj = model('account.voucher.line')
|
||||
for v_line_vals in vals.get('line_cr_ids', []) or []:
|
||||
v_line_vals['voucher_id'] = voucher.id
|
||||
voucher_line_ids.append(v_l_obj.create(v_line_vals).id)
|
||||
vals['line_cr_ids'] = voucher_line_ids
|
||||
|
||||
for v_line_vals in vals.get('line_dr_ids', []) or []:
|
||||
v_line_vals['voucher_id'] = voucher.id
|
||||
voucher_line_dr_ids.append(v_l_obj.create(v_line_vals).id)
|
||||
vals['line_dr_ids'] = voucher_line_ids
|
||||
|
||||
voucher.write(vals)
|
||||
ctx.vals = vals
|
||||
ctx.voucher = voucher
|
||||
|
||||
@given(u'I save the voucher')
|
||||
def impl(ctx):
|
||||
assert True
|
||||
|
||||
@given(u'I modify the line amount to "{amount}"')
|
||||
@then(u'I modify the line amount to "{amount}"')
|
||||
def impl(ctx, amount):
|
||||
assert ctx.line
|
||||
# we have to change voucher amount before chaning statement line amount
|
||||
if ctx.line.voucher_id:
|
||||
model('account.voucher').write([ctx.line.voucher_id.id],
|
||||
{'amount': float(amount)})
|
||||
ctx.line.write({'amount': float(amount)})
|
||||
|
||||
@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)
|
||||
|
||||
@step('I modify the bank statement line amount to {amount:f}')
|
||||
def impl(ctx, amount):
|
||||
line = ctx.found_item.voucher_id.line_cr_ids[0]
|
||||
#ctx.voucher = model('account.voucher').get(ctx.found_item.voucher_id.id)
|
||||
ctx.found_item.on_change('onchange_amount', 'amount', (), amount)
|
||||
|
||||
@then(u'I set bank statement end-balance')
|
||||
@given(u'I set bank statement end-balance')
|
||||
def impl(ctx):
|
||||
assert ctx.found_item, "No statement found"
|
||||
ctx.found_item.write({'balance_end_real': ctx.found_item.balance_end})
|
||||
assert ctx.found_item.balance_end == ctx.found_item.balance_end_real
|
||||
|
||||
@when(u'I confirm bank statement')
|
||||
def impl(ctx):
|
||||
assert ctx.found_item
|
||||
assert_equal(ctx.found_item._model._name, 'account.bank.statement')
|
||||
ctx.found_item.button_confirm_bank()
|
||||
@@ -1,229 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# Author: Nicolas Bessi, Guewen Baconnier
|
||||
# Copyright 2012 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 netsvc
|
||||
import logging
|
||||
from openerp.osv.orm import TransientModel, fields
|
||||
|
||||
logger = logging.getLogger('credit.control.line.mailing')
|
||||
|
||||
|
||||
class CreditCommunication(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'
|
||||
_columns = {
|
||||
'partner_id': fields.many2one(
|
||||
'res.partner',
|
||||
'Partner',
|
||||
required=True
|
||||
),
|
||||
|
||||
'current_policy_level': fields.many2one(
|
||||
'credit.control.policy.level',
|
||||
'Level',
|
||||
required=True
|
||||
),
|
||||
|
||||
'credit_control_line_ids': fields.many2many(
|
||||
'credit.control.line',
|
||||
rel='comm_credit_rel',
|
||||
string='Credit Lines'
|
||||
),
|
||||
|
||||
'company_id': fields.many2one(
|
||||
'res.company',
|
||||
'Company',
|
||||
required=True
|
||||
),
|
||||
|
||||
'user_id': fields.many2one('res.users', 'User')
|
||||
}
|
||||
|
||||
def _get_comp(self, cr, uid, context=None):
|
||||
return self.pool.get('res.company')._company_default_get(
|
||||
cr, uid,
|
||||
'credit.control.policy',
|
||||
context=context
|
||||
)
|
||||
|
||||
_defaults = {
|
||||
'company_id': _get_comp,
|
||||
'user_id': lambda s, cr, uid, c: uid
|
||||
}
|
||||
|
||||
def get_email(self, cr, uid, com_id, context=None):
|
||||
"""Return a valid email for customer"""
|
||||
if isinstance(com_id, list):
|
||||
assert len(com_id) == 1, "get_email only support one id as param."
|
||||
com_id = com_id[0]
|
||||
form = self.browse(cr, uid, com_id, context=context)
|
||||
contact = form.get_contact_address()
|
||||
return contact.email
|
||||
|
||||
def get_contact_address(self, cr, uid, com_id, context=None):
|
||||
pmod = self.pool['res.partner']
|
||||
if isinstance(com_id, list):
|
||||
com_id = com_id[0]
|
||||
form = self.browse(cr, uid, com_id, context=context)
|
||||
part = form.partner_id
|
||||
add_ids = part.address_get(adr_pref=['invoice']) or {}
|
||||
add_id = add_ids.get('invoice', add_ids.get('default', False))
|
||||
return pmod.browse(cr, uid, add_id, context)
|
||||
|
||||
def _get_credit_lines(self, cr, uid, line_ids, partner_id, level_id,
|
||||
context=None):
|
||||
"""Return credit lines related to a partner and a policy level"""
|
||||
cr_line_obj = self.pool.get('credit.control.line')
|
||||
cr_l_ids = cr_line_obj.search(cr,
|
||||
uid,
|
||||
[('id', 'in', line_ids),
|
||||
('partner_id', '=', partner_id),
|
||||
('policy_level_id', '=', level_id)],
|
||||
context=context)
|
||||
return cr_l_ids
|
||||
|
||||
def _generate_comm_from_credit_line_ids(self, cr, uid, line_ids,
|
||||
context=None):
|
||||
"""Aggregate credit control line by partner, level, and currency
|
||||
It also generate a communication object per aggregation.
|
||||
"""
|
||||
if not line_ids:
|
||||
return []
|
||||
comms = []
|
||||
sql = (
|
||||
"SELECT distinct partner_id, policy_level_id, "
|
||||
" credit_control_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.execute(sql, (tuple(line_ids),))
|
||||
res = cr.dictfetchall()
|
||||
for level_assoc in res:
|
||||
data = {}
|
||||
data['credit_control_line_ids'] = [
|
||||
(
|
||||
6, 0, self._get_credit_lines(
|
||||
cr, uid, line_ids,
|
||||
level_assoc['partner_id'],
|
||||
level_assoc['policy_level_id'],
|
||||
context=context
|
||||
)
|
||||
)
|
||||
]
|
||||
data['partner_id'] = level_assoc['partner_id']
|
||||
data['current_policy_level'] = level_assoc['policy_level_id']
|
||||
comm_id = self.create(cr, uid, data, context=context)
|
||||
comms.append(self.browse(cr, uid, comm_id, context=context))
|
||||
return comms
|
||||
|
||||
def _generate_emails(self, cr, uid, comms, context=None):
|
||||
"""Generate email message using template related to level"""
|
||||
cr_line_obj = self.pool.get('credit.control.line')
|
||||
email_temp_obj = self.pool.get('email.template')
|
||||
email_message_obj = self.pool.get('mail.mail')
|
||||
att_obj = self.pool.get('ir.attachment')
|
||||
email_ids = []
|
||||
essential_fields = ['subject',
|
||||
'body_html',
|
||||
'email_from',
|
||||
'email_to']
|
||||
|
||||
for comm in comms:
|
||||
# we want to use a local cr in order to send the maximum
|
||||
# of email
|
||||
template = comm.current_policy_level.email_template_id.id
|
||||
email_values = {}
|
||||
cl_ids = [cl.id for cl in comm.credit_control_line_ids]
|
||||
email_values = email_temp_obj.generate_email(cr, uid,
|
||||
template,
|
||||
comm.id,
|
||||
context=context)
|
||||
email_values['body_html'] = email_values['body']
|
||||
email_values['type'] = 'email'
|
||||
|
||||
email_id = email_message_obj.create(cr, uid, email_values,
|
||||
context=context)
|
||||
|
||||
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 any(not email_values.get(field) for field in essential_fields):
|
||||
state = 'email_error'
|
||||
|
||||
cr_line_obj.write(
|
||||
cr, uid, cl_ids,
|
||||
{'mail_message_id': email_id,
|
||||
'state': state},
|
||||
context=context
|
||||
)
|
||||
att_ids = []
|
||||
for att in email_values.get('attachments', []):
|
||||
attach_fname = att[0]
|
||||
attach_datas = att[1]
|
||||
data_attach = {
|
||||
'name': attach_fname,
|
||||
'datas': attach_datas,
|
||||
'datas_fname': attach_fname,
|
||||
'res_model': 'mail.mail',
|
||||
'res_id': email_id,
|
||||
'type': 'binary',
|
||||
}
|
||||
att_ids.append(
|
||||
att_obj.create(cr, uid, data_attach,
|
||||
context=context)
|
||||
)
|
||||
email_message_obj.write(cr, uid, [email_id],
|
||||
{'attachment_ids': [(6, 0, att_ids)]},
|
||||
context=context)
|
||||
email_ids.append(email_id)
|
||||
return email_ids
|
||||
|
||||
def _generate_report(self, cr, uid, comms, context=None):
|
||||
"""Will generate a report by inserting mako template
|
||||
of related policy template
|
||||
|
||||
"""
|
||||
service = netsvc.LocalService('report.credit_control_summary')
|
||||
ids = [x.id for x in comms]
|
||||
result, format = service.create(cr, uid, ids, {}, {})
|
||||
return result
|
||||
|
||||
def _mark_credit_line_as_sent(self, cr, uid, comms, context=None):
|
||||
line_ids = []
|
||||
for comm in comms:
|
||||
line_ids += [x.id for x in comm.credit_control_line_ids]
|
||||
l_obj = self.pool.get('credit.control.line')
|
||||
l_obj.write(cr, uid, line_ids, {'state': 'sent'}, context=context)
|
||||
return line_ids
|
||||
@@ -1,89 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# Author: Nicolas Bessi, Guewen Baconnier
|
||||
# Copyright 2012 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.osv import orm, fields
|
||||
from openerp.tools.translate import _
|
||||
|
||||
|
||||
class CreditControlEmailer(orm.TransientModel):
|
||||
"""Send emails for each selected credit control lines."""
|
||||
|
||||
_name = "credit.control.emailer"
|
||||
_description = """Mass credit line emailer"""
|
||||
_rec_name = 'id'
|
||||
|
||||
def _get_line_ids(self, cr, uid, context=None):
|
||||
if context is None:
|
||||
context = {}
|
||||
res = False
|
||||
if (context.get('active_model') == 'credit.control.line' and
|
||||
context.get('active_ids')):
|
||||
res = self._filter_line_ids(
|
||||
cr, uid,
|
||||
context['active_ids'],
|
||||
context=context
|
||||
)
|
||||
return res
|
||||
|
||||
_columns = {
|
||||
'line_ids': fields.many2many(
|
||||
'credit.control.line',
|
||||
string='Credit Control Lines',
|
||||
domain=[('state', '=', 'to_be_sent'),
|
||||
('channel', '=', 'email')]
|
||||
),
|
||||
}
|
||||
|
||||
_defaults = {
|
||||
'line_ids': _get_line_ids,
|
||||
}
|
||||
|
||||
def _filter_line_ids(self, cr, uid, active_ids, context=None):
|
||||
"""filter lines to use in the wizard"""
|
||||
line_obj = self.pool.get('credit.control.line')
|
||||
domain = [('state', '=', 'to_be_sent'),
|
||||
('id', 'in', active_ids),
|
||||
('channel', '=', 'email')]
|
||||
return line_obj.search(cr, uid, domain, context=context)
|
||||
|
||||
def email_lines(self, cr, uid, wiz_id, context=None):
|
||||
assert not (isinstance(wiz_id, list) and len(wiz_id) > 1), \
|
||||
"wiz_id: only one id expected"
|
||||
comm_obj = self.pool.get('credit.control.communication')
|
||||
if isinstance(wiz_id, list):
|
||||
wiz_id = wiz_id[0]
|
||||
form = self.browse(cr, uid, wiz_id, context)
|
||||
|
||||
if not form.line_ids:
|
||||
raise orm.except_orm(
|
||||
_('Error'),
|
||||
_('No credit control lines selected.')
|
||||
)
|
||||
|
||||
line_ids = [l.id for l in form.line_ids]
|
||||
filtered_ids = self._filter_line_ids(
|
||||
cr, uid, line_ids, context
|
||||
)
|
||||
comms = comm_obj._generate_comm_from_credit_line_ids(
|
||||
cr, uid, filtered_ids, context=context
|
||||
)
|
||||
comm_obj._generate_emails(cr, uid, comms, context=context)
|
||||
return {}
|
||||
@@ -1,109 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# Author: Nicolas Bessi, Guewen Baconnier
|
||||
# Copyright 2012 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.osv import orm, fields
|
||||
from openerp.tools.translate import _
|
||||
|
||||
|
||||
class CreditControlMarker(orm.TransientModel):
|
||||
"""Change the state of lines in mass"""
|
||||
|
||||
_name = 'credit.control.marker'
|
||||
_description = 'Mass marker'
|
||||
|
||||
def _get_line_ids(self, cr, uid, context=None):
|
||||
if context is None:
|
||||
context = {}
|
||||
res = False
|
||||
if (context.get('active_model') == 'credit.control.line' and
|
||||
context.get('active_ids')):
|
||||
res = self._filter_line_ids(
|
||||
cr, uid,
|
||||
context['active_ids'],
|
||||
context=context
|
||||
)
|
||||
return res
|
||||
|
||||
_columns = {
|
||||
'name': fields.selection([('ignored', 'Ignored'),
|
||||
('to_be_sent', 'Ready To Send'),
|
||||
('sent', 'Done')],
|
||||
'Mark as',
|
||||
required=True),
|
||||
'line_ids': fields.many2many(
|
||||
'credit.control.line',
|
||||
string='Credit Control Lines',
|
||||
domain="[('state', '!=', 'sent')]"),
|
||||
}
|
||||
|
||||
_defaults = {
|
||||
'name': 'to_be_sent',
|
||||
'line_ids': _get_line_ids,
|
||||
}
|
||||
|
||||
def _filter_line_ids(self, cr, uid, active_ids, context=None):
|
||||
"""get line to be marked filter done lines"""
|
||||
line_obj = self.pool.get('credit.control.line')
|
||||
domain = [('state', '!=', 'sent'), ('id', 'in', active_ids)]
|
||||
return line_obj.search(cr, uid, domain, context=context)
|
||||
|
||||
def _mark_lines(self, cr, uid, filtered_ids, state, context=None):
|
||||
"""write hook"""
|
||||
line_obj = self.pool.get('credit.control.line')
|
||||
if not state:
|
||||
raise ValueError(_('state can not be empty'))
|
||||
line_obj.write(cr, uid, filtered_ids,
|
||||
{'state': state},
|
||||
context=context)
|
||||
return filtered_ids
|
||||
|
||||
def mark_lines(self, cr, uid, wiz_id, context=None):
|
||||
"""Write state of selected credit lines to the one in entry
|
||||
done credit line will be ignored"""
|
||||
assert not (isinstance(wiz_id, list) and len(wiz_id) > 1), \
|
||||
"wiz_id: only one id expected"
|
||||
if isinstance(wiz_id, list):
|
||||
wiz_id = wiz_id[0]
|
||||
form = self.browse(cr, uid, wiz_id, context)
|
||||
|
||||
if not form.line_ids:
|
||||
raise orm.except_orm(
|
||||
_('Error'),
|
||||
_('No credit control lines selected.')
|
||||
)
|
||||
|
||||
line_ids = [l.id for l in form.line_ids]
|
||||
|
||||
filtered_ids = self._filter_line_ids(cr, uid, line_ids, context)
|
||||
if not filtered_ids:
|
||||
raise orm.except_orm(
|
||||
_('Information'),
|
||||
_('No lines will be changed. '
|
||||
'All the selected lines are already done.')
|
||||
)
|
||||
|
||||
self._mark_lines(cr, uid, filtered_ids, form.name, context)
|
||||
|
||||
return {'domain': unicode([('id', 'in', filtered_ids)]),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'tree,form',
|
||||
'view_id': False,
|
||||
'res_model': 'credit.control.line',
|
||||
'type': 'ir.actions.act_window'}
|
||||
@@ -1,182 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# Author: Nicolas Bessi
|
||||
# Copyright 2014 Camptocamp SA
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 of the
|
||||
# License, or (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
import logging
|
||||
from openerp.tools.translate import _
|
||||
from openerp.osv import orm, fields
|
||||
logger = logging.getLogger(__name__)
|
||||
|
||||
|
||||
class credit_control_policy_changer(orm.TransientModel):
|
||||
"""Wizard that is run from invoices and allows to set manually a policy
|
||||
Policy are actually apply to related move lines availabe
|
||||
in selection widget
|
||||
|
||||
"""
|
||||
_name = "credit.control.policy.changer"
|
||||
_columns = {
|
||||
'new_policy_id': fields.many2one('credit.control.policy',
|
||||
'New Policy to Apply',
|
||||
required=True),
|
||||
'new_policy_level_id': fields.many2one('credit.control.policy.level',
|
||||
'New level to apply',
|
||||
required=True),
|
||||
# Only used to provide dynamic filtering on form
|
||||
'do_nothing': fields.boolean('No follow policy'),
|
||||
'move_line_ids': fields.many2many('account.move.line',
|
||||
rel='credit_changer_ml_rel',
|
||||
string='Move line to change'),
|
||||
}
|
||||
|
||||
def _get_default_lines(self, cr, uid, context=None):
|
||||
"""Get default lines for fields move_line_ids
|
||||
of wizard. Only take lines that are on the same account
|
||||
and move of the invoice and not reconciled
|
||||
|
||||
:return: list of compliant move line ids
|
||||
|
||||
"""
|
||||
if context is None:
|
||||
context = {}
|
||||
active_ids = context.get('active_ids')
|
||||
selected_line_ids = []
|
||||
inv_model = self.pool['account.invoice']
|
||||
move_line_model = self.pool['account.move.line']
|
||||
if not active_ids:
|
||||
return False
|
||||
# raise ValueError('No active_ids passed in context')
|
||||
for invoice in inv_model.browse(cr, uid, active_ids, context=context):
|
||||
if invoice.type in ('in_invoice', 'in_refund', 'out_refund'):
|
||||
raise orm.except_orm(
|
||||
_('User error'),
|
||||
_('Please use wizard on cutomer invoices')
|
||||
)
|
||||
|
||||
domain = [('account_id', '=', invoice.account_id.id),
|
||||
('move_id', '=', invoice.move_id.id),
|
||||
('reconcile_id', '=', False)]
|
||||
move_ids = move_line_model.search(cr, uid, domain, context=context)
|
||||
selected_line_ids.extend(move_ids)
|
||||
return selected_line_ids
|
||||
|
||||
_defaults = {'move_line_ids': _get_default_lines}
|
||||
|
||||
def onchange_policy_id(self, cr, uid, ids, new_policy_id, context=None):
|
||||
if not new_policy_id:
|
||||
return {}
|
||||
policy = self.pool['credit.control.policy'].browse(cr, uid,
|
||||
new_policy_id,
|
||||
context=context)
|
||||
return {'value': {'do_nothing': policy.do_nothing}}
|
||||
|
||||
def _mark_as_overridden(self, cr, uid, move_lines, context=None):
|
||||
"""Mark `move_lines` related credit control line as overridden
|
||||
This is done by setting manually_overridden fields to True
|
||||
|
||||
:param move_lines: move line to mark as overridden
|
||||
|
||||
:retun: list of credit line ids that where marked as overridden
|
||||
|
||||
"""
|
||||
credit_model = self.pool['credit.control.line']
|
||||
domain = [('move_line_id', 'in', [x.id for x in move_lines])]
|
||||
credits_ids = credit_model.search(cr, uid, domain, context=context)
|
||||
credit_model.write(cr, uid,
|
||||
credits_ids,
|
||||
{'manually_overridden': True},
|
||||
context)
|
||||
return credits_ids
|
||||
|
||||
def _set_invoice_policy(self, cr, uid, move_line_ids, policy,
|
||||
context=None):
|
||||
"""Force policy on invoice"""
|
||||
invoice_model = self.pool['account.invoice']
|
||||
invoice_ids = set([x.invoice.id for x in move_line_ids if x.invoice])
|
||||
invoice_model.write(cr, uid, list(invoice_ids),
|
||||
{'credit_policy_id': policy.id},
|
||||
context=context)
|
||||
|
||||
def _check_accounts_policies(self, cr, uid, lines, policy, context=None):
|
||||
policy_obj = self.pool['credit.control.policy']
|
||||
for line in lines:
|
||||
policy_obj.check_policy_against_account(
|
||||
cr, uid,
|
||||
line.account_id.id,
|
||||
policy.id,
|
||||
context=context
|
||||
)
|
||||
return True
|
||||
|
||||
def set_new_policy(self, cr, uid, wizard_id, context=None):
|
||||
"""Set new policy on an invoice.
|
||||
|
||||
This is done by creating a new credit control line
|
||||
related to the move line and the policy setted in
|
||||
the wizard form
|
||||
|
||||
:return: ir.actions.act_windows dict
|
||||
|
||||
"""
|
||||
assert len(wizard_id) == 1, "Only one id expected"
|
||||
wizard_id = wizard_id[0]
|
||||
|
||||
credit_line_model = self.pool['credit.control.line']
|
||||
ir_model = self.pool['ir.model.data']
|
||||
ui_act_model = self.pool['ir.actions.act_window']
|
||||
wizard = self.browse(cr, uid, wizard_id, context=context)
|
||||
controlling_date = fields.date.today()
|
||||
self._check_accounts_policies(
|
||||
cr,
|
||||
uid,
|
||||
wizard.move_line_ids,
|
||||
wizard.new_policy_id)
|
||||
self._mark_as_overridden(
|
||||
cr,
|
||||
uid,
|
||||
wizard.move_line_ids,
|
||||
context=context
|
||||
)
|
||||
# As disscused with business expert
|
||||
# draft lines should be passed to ignored
|
||||
# if same level as the new one
|
||||
# As it is a manual action
|
||||
# We also ignore rounding tolerance
|
||||
generated_ids = None
|
||||
generated_ids = credit_line_model.create_or_update_from_mv_lines(
|
||||
cr, uid, [],
|
||||
[x.id for x in wizard.move_line_ids],
|
||||
wizard.new_policy_level_id.id,
|
||||
controlling_date,
|
||||
check_tolerance=False,
|
||||
context=None
|
||||
)
|
||||
self._set_invoice_policy(cr, uid,
|
||||
wizard.move_line_ids,
|
||||
wizard.new_policy_id,
|
||||
context=context)
|
||||
if not generated_ids:
|
||||
return {}
|
||||
view_id = ir_model.get_object_reference(cr, uid,
|
||||
"account_credit_control",
|
||||
"credit_control_line_action")
|
||||
assert view_id, 'No view found'
|
||||
action = ui_act_model.read(cr, uid, view_id[1], context=context)
|
||||
action['domain'] = [('id', 'in', generated_ids)]
|
||||
return action
|
||||
@@ -1,113 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# Author: Nicolas Bessi, Guewen Baconnier
|
||||
# Copyright 2012 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 base64
|
||||
|
||||
from openerp.osv import orm, fields
|
||||
from openerp.tools.translate import _
|
||||
|
||||
|
||||
class CreditControlPrinter(orm.TransientModel):
|
||||
"""Print lines"""
|
||||
|
||||
_name = "credit.control.printer"
|
||||
_rec_name = 'id'
|
||||
_description = 'Mass printer'
|
||||
|
||||
def _get_line_ids(self, cr, uid, context=None):
|
||||
if context is None:
|
||||
context = {}
|
||||
res = False
|
||||
if context.get('active_model') != 'credit.control.line':
|
||||
return res
|
||||
res = context.get('active_ids', False)
|
||||
return res
|
||||
|
||||
_columns = {
|
||||
'mark_as_sent': fields.boolean(
|
||||
'Mark letter lines as sent',
|
||||
help="Only letter lines will be marked."
|
||||
),
|
||||
'report_file': fields.binary('Generated Report', readonly=True),
|
||||
'report_name': fields.char('Report name'),
|
||||
'state': fields.char('state', size=32),
|
||||
'line_ids': fields.many2many(
|
||||
'credit.control.line',
|
||||
string='Credit Control Lines'),
|
||||
}
|
||||
|
||||
_defaults = {
|
||||
'mark_as_sent': True,
|
||||
'line_ids': _get_line_ids,
|
||||
}
|
||||
|
||||
def _filter_line_ids(self, cr, uid, active_ids, context=None):
|
||||
"""filter lines to use in the wizard"""
|
||||
line_obj = self.pool.get('credit.control.line')
|
||||
domain = [('state', '=', 'to_be_sent'),
|
||||
('id', 'in', active_ids),
|
||||
('channel', '=', 'letter')]
|
||||
return line_obj.search(cr, uid, domain, context=context)
|
||||
|
||||
def _credit_line_predicate(self, cr, uid, line_record, context=None):
|
||||
return True
|
||||
|
||||
def _get_line_ids(self, cr, uid, lines, predicate, context=None):
|
||||
return [l.id for l in lines if predicate(cr, uid, l, context)]
|
||||
|
||||
def print_lines(self, cr, uid, wiz_id, context=None):
|
||||
assert not (isinstance(wiz_id, list) and len(wiz_id) > 1), \
|
||||
"wiz_id: only one id expected"
|
||||
comm_obj = self.pool.get('credit.control.communication')
|
||||
if isinstance(wiz_id, list):
|
||||
wiz_id = wiz_id[0]
|
||||
form = self.browse(cr, uid, wiz_id, context)
|
||||
|
||||
if not form.line_ids and not form.print_all:
|
||||
raise orm.except_orm(_('Error'),
|
||||
_('No credit control lines selected.'))
|
||||
|
||||
line_ids = self._get_line_ids(cr,
|
||||
uid,
|
||||
form.line_ids,
|
||||
self._credit_line_predicate,
|
||||
context=context)
|
||||
|
||||
comms = comm_obj._generate_comm_from_credit_line_ids(cr, uid, line_ids,
|
||||
context=context)
|
||||
report_file = comm_obj._generate_report(cr, uid, comms,
|
||||
context=context)
|
||||
|
||||
form.write({'report_file': base64.b64encode(report_file),
|
||||
'report_name': ('credit_control_esr_bvr_%s.pdf' %
|
||||
fields.datetime.now()),
|
||||
'state': 'done'})
|
||||
|
||||
if form.mark_as_sent:
|
||||
comm_obj._mark_credit_line_as_sent(cr, uid, comms, context=context)
|
||||
|
||||
return {'type': 'ir.actions.act_window',
|
||||
'res_model': 'credit.control.printer',
|
||||
'view_mode': 'form',
|
||||
'view_type': 'form',
|
||||
'res_id': form.id,
|
||||
'views': [(False, 'form')],
|
||||
'target': 'new',
|
||||
}
|
||||
29
account_credit_control/README.rst
Normal file
29
account_credit_control/README.rst
Normal file
@@ -0,0 +1,29 @@
|
||||
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)
|
||||
@@ -2,7 +2,7 @@
|
||||
##############################################################################
|
||||
#
|
||||
# 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
|
||||
@@ -26,5 +26,4 @@ from . import partner
|
||||
from . import policy
|
||||
from . import company
|
||||
from . import wizard
|
||||
from . import report
|
||||
from . import invoice
|
||||
@@ -2,7 +2,7 @@
|
||||
##############################################################################
|
||||
#
|
||||
# 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
|
||||
@@ -24,44 +24,13 @@
|
||||
'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",
|
||||
@@ -74,9 +43,9 @@ 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': False,
|
||||
'installable': True,
|
||||
'license': 'AGPL-3',
|
||||
'application': True
|
||||
}
|
||||
@@ -2,7 +2,7 @@
|
||||
##############################################################################
|
||||
#
|
||||
# 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
|
||||
@@ -18,24 +18,15 @@
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
import time
|
||||
|
||||
from openerp.report import report_sxw
|
||||
from openerp import models, fields
|
||||
|
||||
|
||||
class CreditSummaryReport(report_sxw.rml_parse):
|
||||
def __init__(self, cr, uid, name, context):
|
||||
super(CreditSummaryReport, self).__init__(cr, uid, name,
|
||||
context=context)
|
||||
self.localcontext.update({
|
||||
'time': time,
|
||||
'cr': cr,
|
||||
'uid': uid,
|
||||
})
|
||||
class AccountAccount(models.Model):
|
||||
""" Add a link to a credit control policy on account.account """
|
||||
|
||||
report_sxw.report_sxw(
|
||||
'report.credit_control_summary',
|
||||
'credit.control.communication',
|
||||
'addons/account_credit_control/report/credit_control_summary.html.mako',
|
||||
parser=CreditSummaryReport
|
||||
)
|
||||
_inherit = "account.account"
|
||||
|
||||
credit_control_line_ids = fields.One2many('credit.control.line',
|
||||
'account_id',
|
||||
string='Credit Lines',
|
||||
readonly=True)
|
||||
@@ -2,7 +2,7 @@
|
||||
##############################################################################
|
||||
#
|
||||
# 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
|
||||
@@ -18,24 +18,20 @@
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
from openerp.osv import orm, fields
|
||||
from openerp import models, fields
|
||||
|
||||
|
||||
class ResCompany(orm.Model):
|
||||
"""Add credit control parameters"""
|
||||
class ResCompany(models.Model):
|
||||
""" Add credit control parameters """
|
||||
_inherit = 'res.company'
|
||||
|
||||
_columns = {
|
||||
'credit_control_tolerance': fields.float('Credit Control Tolerance'),
|
||||
# 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',
|
||||
'Credit Control Policy',
|
||||
help=("The Credit Control Policy used on partners"
|
||||
" by default. This setting can be overridden"
|
||||
" on partners or invoices.")
|
||||
),
|
||||
}
|
||||
|
||||
_defaults = {"credit_control_tolerance": 0.1}
|
||||
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.")
|
||||
@@ -9,9 +9,9 @@
|
||||
<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="report_webkit_html"/>
|
||||
<field name="report_template" ref="credit_control_summary"/>
|
||||
<field name="body_html"><![CDATA[
|
||||
Dear ${object.get_contact_address().name or ''}
|
||||
Dear ${object.contact_address.name or ''}
|
||||
<br/>
|
||||
<br/>
|
||||
${object.current_policy_level.custom_mail_text}
|
||||
@@ -63,7 +63,7 @@ Thank you in advance for your anticipated cooperation in this matter.
|
||||
Best regards
|
||||
</field>
|
||||
|
||||
<field name="custom_mail_text">Our records indicate that we have not received the payment of the above mentioned invoice (copy attached for your convenience).
|
||||
<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.
|
||||
|
||||
@@ -89,7 +89,7 @@ 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 above mentioned invoice (copy attached for your convenience) despite our first reminder.
|
||||
<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.
|
||||
@@ -120,7 +120,7 @@ Best regards
|
||||
Best regards
|
||||
</field>
|
||||
|
||||
<field name="custom_mail_text">Our records indicate that we still have not received the payment of the above mentioned invoice (copy attached) despite our two reminders.
|
||||
<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.
|
||||
|
||||
@@ -155,7 +155,7 @@ Best regards
|
||||
|
||||
Best regards
|
||||
</field>
|
||||
<field name="custom_mail_text">Our records indicate that we have not received the payment of the above mentioned invoice (copy attached for your convenience).
|
||||
<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.
|
||||
@@ -186,7 +186,7 @@ Best regards
|
||||
|
||||
Best regards
|
||||
</field>
|
||||
<field name="custom_mail_text">Our records indicate that we still have not received the payment of the above mentioned invoice (copy attached) despite our reminder.
|
||||
<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
|
||||
1126
account_credit_control/i18n/account_credit_control.pot
Normal file
1126
account_credit_control/i18n/account_credit_control.pot
Normal file
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
67
account_credit_control/invoice.py
Normal file
67
account_credit_control/invoice.py
Normal file
@@ -0,0 +1,67 @@
|
||||
# -*- 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()
|
||||
228
account_credit_control/line.py
Normal file
228
account_credit_control/line.py
Normal file
@@ -0,0 +1,228 @@
|
||||
# -*- 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')
|
||||
|
||||
@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['company_id'] = move_line.company_id.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()
|
||||
@@ -6,23 +6,41 @@
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Control Credit Lines">
|
||||
<field name="date"/>
|
||||
<field name="date_due"/>
|
||||
<field name="date_sent"/>
|
||||
<field name="level"/>
|
||||
<field name="manually_overridden"/>
|
||||
<field name="state"/>
|
||||
<field name="channel"/>
|
||||
<field name="invoice_id"/>
|
||||
<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"/>
|
||||
<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>
|
||||
@@ -2,7 +2,7 @@
|
||||
##############################################################################
|
||||
#
|
||||
# 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
|
||||
@@ -18,14 +18,12 @@
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
from openerp.osv import orm, fields
|
||||
from openerp import models, fields
|
||||
|
||||
|
||||
class Mail(orm.Model):
|
||||
class Mail(models.Model):
|
||||
_inherit = 'mail.mail'
|
||||
|
||||
# use HTML fields instead of text
|
||||
_columns = {
|
||||
'body_html': fields.html('Rich-text Contents',
|
||||
help="Rich-text/HTML message"),
|
||||
}
|
||||
body_html = fields.Html('Rich-text Contents',
|
||||
help="Rich-text/HTML message")
|
||||
58
account_credit_control/partner.py
Normal file
58
account_credit_control/partner.py
Normal file
@@ -0,0 +1,58 @@
|
||||
# -*- 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)
|
||||
406
account_credit_control/policy.py
Normal file
406
account_credit_control/policy.py
Normal file
@@ -0,0 +1,406 @@
|
||||
# -*- 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
|
||||
@@ -7,10 +7,12 @@
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Credit control policy">
|
||||
<field name="name"/>
|
||||
<field name="do_nothing"/>
|
||||
<field name="company_id"/>
|
||||
<field name="active"/>
|
||||
<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" >
|
||||
15
account_credit_control/report/report.xml
Normal file
15
account_credit_control/report/report.xml
Normal file
@@ -0,0 +1,15 @@
|
||||
<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>
|
||||
@@ -0,0 +1,78 @@
|
||||
<?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>
|
||||
|
||||
<h2 id="policy_level">
|
||||
<span>Reminder</span> <span t-field="o.current_policy_level.name"/>
|
||||
</h2>
|
||||
|
||||
<p>Dear,</p>
|
||||
<p 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>
|
||||
</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>
|
||||
158
account_credit_control/run.py
Normal file
158
account_credit_control/run.py
Normal file
@@ -0,0 +1,158 @@
|
||||
# -*- 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.Text(string='Report', readonly=True, copy=False)
|
||||
state = fields.Selection([('draft', 'Draft'),
|
||||
('done', 'Done')],
|
||||
string='State',
|
||||
required=True,
|
||||
readonly=True,
|
||||
default='draft')
|
||||
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 \"%s\" has generated %d Credit "
|
||||
"Control Lines.\n") %
|
||||
(policy.name, len(policy_lines_generated)))
|
||||
else:
|
||||
report += _(
|
||||
"Policy \"%s\" has not generated any "
|
||||
"Credit Control Lines.\n" % policy.name
|
||||
)
|
||||
|
||||
vals = {'state': 'done',
|
||||
'report': report,
|
||||
'manual_ids': [(6, 0, manually_managed_lines)]}
|
||||
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
|
||||
@@ -6,7 +6,7 @@
|
||||
<field name="model">credit.control.run</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Credit control run"> <!-- editable="bottom" -->
|
||||
<tree string="Credit control run">
|
||||
<field name="date"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
@@ -19,27 +19,33 @@
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Credit control run">
|
||||
<field name="date"
|
||||
attrs="{'readonly': [('state', '!=', 'draft')]}"/>
|
||||
<newline/>
|
||||
<notebook colspan="4">
|
||||
<page string="Policies">
|
||||
<field name="policy_ids" colspan="4" nolabel="1"/>
|
||||
</page>
|
||||
<page string="Report and Errors">
|
||||
<field name="report" colspan="4" nolabel="1"/>
|
||||
<separator string="Move lines To be treated manually"/>
|
||||
<field name="manual_ids" colspan="4" nolabel="1"/>
|
||||
</page>
|
||||
</notebook>
|
||||
<group col="3" colspan="4">
|
||||
<button name="generate_credit_lines"
|
||||
string="Compute Credit Control Lines"
|
||||
colspan="1"
|
||||
type="object" icon="gtk-execute"
|
||||
attrs="{'invisible': [('state', '!=', 'draft')]}"/>
|
||||
</group>
|
||||
<field name="state"/>
|
||||
<header>
|
||||
<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"/>
|
||||
</page>
|
||||
<page string="Report and Errors">
|
||||
<field name="report" colspan="4" nolabel="1"/>
|
||||
<separator string="Move lines To be treated manually"/>
|
||||
<field name="manual_ids" colspan="4" nolabel="1"/>
|
||||
</page>
|
||||
</notebook>
|
||||
<group col="3" colspan="4">
|
||||
<button name="generate_credit_lines"
|
||||
string="Compute Credit Control Lines"
|
||||
colspan="1"
|
||||
type="object" icon="gtk-execute"
|
||||
attrs="{'invisible': [('state', '!=', 'draft')]}"/>
|
||||
</group>
|
||||
</sheet>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
@@ -3,6 +3,12 @@
|
||||
# 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
|
||||
@@ -30,11 +36,11 @@ Feature: General parameters in order to test the credit control module
|
||||
"""
|
||||
|
||||
@email_params_mailtrap
|
||||
Scenario: E-MAIL PARAMS WITH EMAIL EATER (http://mailtrap.railsware.com/)
|
||||
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.railsware.com |
|
||||
| smtp_host | mailtrap.io |
|
||||
| sequence | 1 |
|
||||
| smtp_port | 2525 |
|
||||
| smtp_user | camptocamp1 |
|
||||
@@ -1,7 +1,7 @@
|
||||
###############################################################################
|
||||
#
|
||||
# OERPScenario, OpenERP Functional Tests
|
||||
# Copyright 2012 Camptocamp SA
|
||||
# Copyright 2012-2014 Camptocamp SA
|
||||
# Author Nicolas Bessi
|
||||
##############################################################################
|
||||
|
||||
@@ -1,7 +1,7 @@
|
||||
###############################################################################
|
||||
#
|
||||
# OERPScenario, OpenERP Functional Tests
|
||||
# Copyright 2012 Camptocamp SA
|
||||
# Copyright 2012-2014 Camptocamp SA
|
||||
# Author Nicolas Bessi
|
||||
##############################################################################
|
||||
|
||||
@@ -1,7 +1,7 @@
|
||||
###############################################################################
|
||||
#
|
||||
# OERPScenario, OpenERP Functional Tests
|
||||
# Copyright 2012 Camptocamp SA
|
||||
# Copyright 2012-2014 Camptocamp SA
|
||||
# Author Nicolas Bessi
|
||||
##############################################################################
|
||||
|
||||
@@ -1,7 +1,7 @@
|
||||
###############################################################################
|
||||
#
|
||||
# OERPScenario, OpenERP Functional Tests
|
||||
# Copyright 2012 Camptocamp SA
|
||||
# Copyright 2012-2014 Camptocamp SA
|
||||
# Author Nicolas Bessi
|
||||
##############################################################################
|
||||
|
||||
@@ -20,25 +20,7 @@ Feature: Ensure that email credit line generation first pass is correct
|
||||
|
||||
@pay_invoice_si_19_part1
|
||||
Scenario: I pay a part of the first part of the invoice SI 19,
|
||||
Given I need a "account.bank.statement" with oid: scen.state_control_eur_1
|
||||
And having:
|
||||
| name | value |
|
||||
| name | Bk.St.si_19_part1 |
|
||||
| date | 2013-03-31 |
|
||||
| journal_id | by oid: scen.eur_journal |
|
||||
| period_id | by name: 03/2013 |
|
||||
|
||||
And I import invoice "SI_19" using import invoice button
|
||||
And I should have a "account.bank.statement.line" with name: "SI_19" and amount: "450"
|
||||
And I set the voucher paid amount to "300"
|
||||
And I save the voucher
|
||||
And I should have a "account.bank.statement.line" with name: "SI_19" and amount: "1050"
|
||||
And I set the voucher paid amount to "0"
|
||||
And I save the voucher
|
||||
Then I modify the line amount to "0"
|
||||
Given I need a "account.bank.statement" with oid: scen.state_control_eur_1
|
||||
And I set bank statement end-balance
|
||||
When I confirm bank statement
|
||||
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
|
||||
@@ -1,7 +1,7 @@
|
||||
###############################################################################
|
||||
#
|
||||
# OERPScenario, OpenERP Functional Tests
|
||||
# Copyright 2012 Camptocamp SA
|
||||
# Copyright 2012-2014 Camptocamp SA
|
||||
# Author Nicolas Bessi
|
||||
##############################################################################
|
||||
|
||||
@@ -1,7 +1,7 @@
|
||||
###############################################################################
|
||||
#
|
||||
# OERPScenario, OpenERP Functional Tests
|
||||
# Copyright 2012 Camptocamp SA
|
||||
# Copyright 2012-2014 Camptocamp SA
|
||||
# Author Nicolas Bessi
|
||||
##############################################################################
|
||||
|
||||
@@ -20,61 +20,17 @@ Feature: Ensure that email credit line generation first pass is correct
|
||||
|
||||
@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 need a "account.bank.statement" with oid: scen.voucher_statement_si_16
|
||||
And having:
|
||||
| name | value |
|
||||
| name | Bk.St.si_16 |
|
||||
| date | 2013-05-30 |
|
||||
| journal_id | by oid: scen.eur_journal |
|
||||
| period_id | by name: 05/2013 |
|
||||
|
||||
And I import invoice "SI_16" using import invoice button
|
||||
And I set bank statement end-balance
|
||||
When I confirm bank statement
|
||||
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 need a "account.bank.statement" with oid: scen.voucher_statement_si_17
|
||||
And having:
|
||||
| name | value |
|
||||
| name | Bk.St.si_17 |
|
||||
| date | 2013-05-30 |
|
||||
| journal_id | by oid: scen.eur_journal |
|
||||
| period_id | by name: 05/2013 |
|
||||
|
||||
And I import invoice "SI_17" using import invoice button
|
||||
And I should have a "account.bank.statement.line" with name: "SI_17" and amount: "1500"
|
||||
And I set the voucher paid amount to "1000"
|
||||
And I save the voucher
|
||||
And I modify the line amount to "1000"
|
||||
And I need a "account.bank.statement" with oid: scen.voucher_statement_si_17
|
||||
And I set bank statement end-balance
|
||||
When I confirm bank statement
|
||||
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 need a "account.bank.statement" with oid: scen.voucher_statement_si_18
|
||||
And having:
|
||||
| name | value |
|
||||
| name | Bk.St.si_18_part1 |
|
||||
| date | 2013-05-30 |
|
||||
| journal_id | by oid: scen.eur_journal |
|
||||
| period_id | by name: 05/2013 |
|
||||
|
||||
And I import invoice "SI_18" using import invoice button
|
||||
And I should have a "account.bank.statement.line" with name: "SI_18" and amount: "450"
|
||||
And I set the voucher paid amount to "450"
|
||||
And I save the voucher
|
||||
And I modify the line amount to "450"
|
||||
And I should have a "account.bank.statement.line" with name: "SI_18" and amount: "1050"
|
||||
And I set the voucher paid amount to "0"
|
||||
And I save the voucher
|
||||
Then I modify the line amount to "0"
|
||||
And I need a "account.bank.statement" with oid: scen.voucher_statement_si_18
|
||||
And I set bank statement end-balance
|
||||
When I confirm bank statement
|
||||
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
|
||||
@@ -1,7 +1,7 @@
|
||||
###############################################################################
|
||||
#
|
||||
# OERPScenario, OpenERP Functional Tests
|
||||
# Copyright 2012 Camptocamp SA
|
||||
# Copyright 2012-2014 Camptocamp SA
|
||||
# Author Nicolas Bessi
|
||||
##############################################################################
|
||||
|
||||
@@ -1,7 +1,7 @@
|
||||
###############################################################################
|
||||
#
|
||||
# OERPScenario, OpenERP Functional Tests
|
||||
# Copyright 2012 Camptocamp SA
|
||||
# Copyright 2012-2014 Camptocamp SA
|
||||
# Author Nicolas Bessi
|
||||
##############################################################################
|
||||
|
||||
@@ -1,7 +1,7 @@
|
||||
###############################################################################
|
||||
#
|
||||
# OERPScenario, OpenERP Functional Tests
|
||||
# Copyright 2012 Camptocamp SA
|
||||
# Copyright 2012-2014 Camptocamp SA
|
||||
# Author Nicolas Bessi
|
||||
##############################################################################
|
||||
|
||||
@@ -1,7 +1,7 @@
|
||||
###############################################################################
|
||||
#
|
||||
# OERPScenario, OpenERP Functional Tests
|
||||
# Copyright 2012 Camptocamp SA
|
||||
# Copyright 2012-2014 Camptocamp SA
|
||||
# Author Nicolas Bessi
|
||||
##############################################################################
|
||||
|
||||
@@ -2,7 +2,7 @@
|
||||
# flake8: noqa
|
||||
import time
|
||||
from behave import given, when
|
||||
from support import model
|
||||
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):
|
||||
@@ -1,4 +1,6 @@
|
||||
# -*- 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):
|
||||
@@ -0,0 +1,96 @@
|
||||
# -*- 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)
|
||||
@@ -2,7 +2,7 @@
|
||||
##############################################################################
|
||||
#
|
||||
# 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
|
||||
216
account_credit_control/wizard/credit_control_communication.py
Normal file
216
account_credit_control/wizard/credit_control_communication.py
Normal file
@@ -0,0 +1,216 @@
|
||||
# -*- 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)
|
||||
|
||||
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)
|
||||
|
||||
@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')
|
||||
|
||||
@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):
|
||||
""" 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)])
|
||||
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()
|
||||
for level_assoc in res:
|
||||
data = {}
|
||||
level_lines = self._get_credit_lines(lines.ids,
|
||||
level_assoc['partner_id'],
|
||||
level_assoc['policy_level_id']
|
||||
)
|
||||
|
||||
data['credit_control_line_ids'] = [(6, 0, level_lines.ids)]
|
||||
data['partner_id'] = level_assoc['partner_id']
|
||||
data['current_policy_level'] = level_assoc['policy_level_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
69
account_credit_control/wizard/credit_control_emailer.py
Normal file
@@ -0,0 +1,69 @@
|
||||
# -*- 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'}
|
||||
88
account_credit_control/wizard/credit_control_marker.py
Normal file
88
account_credit_control/wizard/credit_control_marker.py
Normal 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_id'])
|
||||
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'}
|
||||
148
account_credit_control/wizard/credit_control_policy_changer.py
Normal file
148
account_credit_control/wizard/credit_control_policy_changer.py
Normal file
@@ -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
|
||||
@@ -11,8 +11,7 @@
|
||||
<newline/>
|
||||
<group>
|
||||
<group>
|
||||
<field name="new_policy_id"
|
||||
on_change="onchange_policy_id(new_policy_id)"/>
|
||||
<field name="new_policy_id"/>
|
||||
<field name="do_nothing"
|
||||
invisible="1"/>
|
||||
<field name="new_policy_level_id"
|
||||
71
account_credit_control/wizard/credit_control_printer.py
Normal file
71
account_credit_control/wizard/credit_control_printer.py
Normal file
@@ -0,0 +1,71 @@
|
||||
# -*- 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 and not self.print_all:
|
||||
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)
|
||||
@@ -11,28 +11,17 @@
|
||||
<newline/>
|
||||
<group>
|
||||
<field name="mark_as_sent"
|
||||
colspan="4"
|
||||
attrs="{'invisible': [('state', '=', 'done')]}"/>
|
||||
colspan="4"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<notebook>
|
||||
<page string="Lines" attrs="{'invisible': [('state', '=', 'done')]}">
|
||||
<field name="line_ids" colspan="4" nolabel="1"
|
||||
attrs="{'invisible': [('state', '=', 'done')]}" />
|
||||
<page string="Lines">
|
||||
<field name="line_ids" colspan="4" nolabel="1"/>
|
||||
</page>
|
||||
</notebook>
|
||||
<field name="report_name"
|
||||
invisible="1"/>
|
||||
<field name="report_file"
|
||||
colspan="4"
|
||||
filename="report_name"
|
||||
attrs="{'invisible': [('state', '!=', 'done')]}"/>
|
||||
<field name="state" invisible="1" />
|
||||
<newline/>
|
||||
<footer>
|
||||
<button class="oe_highlight" name="print_lines" string="Print" type="object" attrs="{'invisible': [('state', '=', 'done')]}"/>
|
||||
<button special="cancel" string="Cancel" icon='gtk-cancel' attrs="{'invisible': [('state', '=', 'done')]}"/>
|
||||
<button special="cancel" string="Close" icon='gtk-close' attrs="{'invisible': [('state', '!=', 'done')]}"/>
|
||||
<button class="oe_highlight" name="print_lines" string="Print" type="object"/>
|
||||
<button special="cancel" string="Cancel" icon='gtk-cancel'/>
|
||||
</footer>
|
||||
</form>
|
||||
</field>
|
||||
Reference in New Issue
Block a user