mirror of
https://github.com/OCA/account-financial-tools.git
synced 2025-02-02 12:47:26 +02:00
42a4171121
* scenarios: We fix year of scenario on 2013 to have reproducable setup, and ensure test maintnability. The credit control scenarios are based on base_finance setup scenario provided in the project OpenERP Scenarios. This setup provide a financial setup for 2012 2013. We also fix some value as precision computation has been improved in OpenERP. * bug 1287072 Level calculation error if previous credit line is ignored * unifing wizard views to respect UI guide lines * credit control policy changer. Add a wizard on Invoice that will add a credit line and deprecate exisiting one on the invoice * test to ensure that wizard run on customer invoice * Scenario that test coherence of credit run after manually altering an invoice level * multicurrency in communication * ...
225 lines
9.9 KiB
XML
225 lines
9.9 KiB
XML
<openerp>
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<data noupdate="1">
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<!--Email template -->
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<record id="email_template_credit_control_base" model="email.template">
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<field name="name">Credit Control Email</field>
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<field name="email_from">noreply@localhost</field>
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<field name="subject">Credit Control: (${object.current_policy_level.name or 'n/a'})</field>
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<field name="email_to">${object.get_email() or ''}</field>
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<field name="model_id" ref="model_credit_control_communication"/>
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<field name="auto_delete" eval="True"/>
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<field name="lang">${object.get_contact_address().lang or 'en_US'}</field>
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<field name="report_template" ref="report_webkit_html"/>
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<field name="body_html"><![CDATA[
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Dear ${object.get_contact_address().name or ''}
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<br/>
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<br/>
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${object.current_policy_level.custom_mail_text}
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]]></field>
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</record>
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<!-- policy no follow -->
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<record model="credit.control.policy"
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id="credit_control_no_follow">
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<field name="name">No follow</field>
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<field name="do_nothing" eval="1"/>
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</record>
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<!-- no follow policy -->
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<record model="credit.control.policy.level"
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id="no_follow_1">
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<field name="name">No follow</field>
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<field name="level" eval="1"/>
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<field name="computation_mode">net_days</field>
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<field name="delay_days" eval="0"/>
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<field name="email_template_id" ref="email_template_credit_control_base"/>
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<field name="policy_id" ref="credit_control_no_follow"/>
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<field name="channel">email</field>
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<field name="custom_text">Manual no follow</field>
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<field name="custom_mail_text">Manual no follow</field>
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</record>
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<!-- policy 1 -->
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<record model="credit.control.policy"
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id="credit_control_3_time">
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<field name="name">3 time policy</field>
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</record>
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<record model="credit.control.policy.level"
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id="3_time_1">
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<field name="name">10 days net</field>
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<field name="level" eval="1"/>
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<field name="computation_mode">net_days</field>
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<field name="delay_days" eval="10"/>
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<field name="email_template_id" ref="email_template_credit_control_base"/>
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<field name="policy_id" ref="credit_control_3_time"/>
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<field name="channel">email</field>
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<field name="custom_text">Our records indicate that we have not received the payment of the above mentioned invoice.
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If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
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Thank you in advance for your anticipated cooperation in this matter.
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Best regards
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</field>
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<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).
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If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
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Thank you in advance for your anticipated cooperation in this matter.
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Best regards
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</field>
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</record>
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<record model="credit.control.policy.level"
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id="3_time_2">
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<field name="name">30 days end of month</field>
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<field name="level" eval="2"/>
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<field name="computation_mode">end_of_month</field>
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<field name="delay_days" eval="30"/>
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<field name="email_template_id" ref="email_template_credit_control_base"/>
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<field name="policy_id" ref="credit_control_3_time"/>
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<field name="channel">email</field>
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<field name="custom_text">Our records indicate that we have not yet received the payment of the above mentioned invoice despite our first reminder.
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If it has already been sent, please disregard this notice. If not, please proceed with payment within 5 days.
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Thank you in advance for your anticipated cooperation in this matter.
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Best regards
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</field>
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<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.
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If it has already been sent, please disregard this notice. If not, please proceed with payment within 5 days.
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Thank you in advance for your anticipated cooperation in this matter.
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Best regards
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</field>
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</record>
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<record model="credit.control.policy.level"
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id="3_time_3">
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<field name="name">10 days last reminder</field>
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<field name="level" eval="3"/>
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<field name="computation_mode">previous_date</field>
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<field name="delay_days" eval="10"/>
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<field name="email_template_id" ref="email_template_credit_control_base"/>
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<field name="policy_id" ref="credit_control_3_time"/>
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<field name="channel">letter</field>
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<field name="custom_text">
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Our records indicate that we still have not received the payment of the above mentioned invoice despite our two reminders.
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If payment have already been sent, please disregard this notice. If not, please proceed with payment.
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If your payment has not been received in the next 5 days, your file will be transfered to our debt collection agency.
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Should you need us to arrange a payment plan for you, please advise.
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A customer account statement is enclosed for you convenience.
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Thank you in advance for your anticipated cooperation in this matter.
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Best regards
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</field>
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<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.
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If payment have already been sent, please disregard this notice. If not, please proceed with payment.
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If your payment has not been received in the next 5 days, your file will be transfered to our debt collection agency.
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Should you need us to arrange a payment plan for you, please advise.
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A customer account statement is enclosed for you convenience.
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Thank you in advance for your anticipated cooperation in this matter.
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Best regards
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</field>
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</record>
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<!-- policy 2 -->
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<record model="credit.control.policy"
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id="credit_control_2_time">
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<field name="name">2 time policy</field>
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</record>
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<record model="credit.control.policy.level"
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id="2_time_1">
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<field name="name">30 days end of month</field>
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<field name="level" eval="1"/>
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<field name="computation_mode">end_of_month</field>
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<field name="delay_days" eval="30"/>
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<field name="email_template_id" ref="email_template_credit_control_base"/>
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<field name="policy_id" ref="credit_control_2_time"/>
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<field name="channel">email</field>
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<field name="custom_text">Our records indicate that we have not received the payment of the above mentioned invoice.
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If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
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Thank you in advance for your anticipated cooperation in this matter.
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Best regards
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</field>
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<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).
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If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
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Thank you in advance for your anticipated cooperation in this matter.
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Best regards
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</field>
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</record>
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<record model="credit.control.policy.level"
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id="2_time_2">
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<field name="name">60 days last reminder</field>
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<field name="level" eval="2"/>
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<field name="computation_mode">previous_date</field>
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<field name="delay_days" eval="60"/>
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<field name="email_template_id" ref="email_template_credit_control_base"/>
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<field name="policy_id" ref="credit_control_2_time"/>
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<field name="channel">letter</field>
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<field name="custom_text">Our records indicate that we still have not received the payment of the above mentioned invoice despite our reminder.
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If payment have already been sent, please disregard this notice. If not, please proceed with payment.
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If your payment has not been received in the next 5 days, your file will be transfered to our debt
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collection agency.
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Should you need us to arrange a payment plan for you, please advise.
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A customer account statement is enclosed for you convenience.
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Thank you in advance for your anticipated cooperation in this matter.
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Best regards
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</field>
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<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.
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If payment have already been sent, please disregard this notice. If not, please proceed with payment.
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If your payment has not been received in the next 5 days, your file will be transfered to our debt
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collection agency.
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Should you need us to arrange a payment plan for you, please advise.
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A customer account statement is enclosed for you convenience.
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Thank you in advance for your anticipated cooperation in this matter.
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Best regards
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</field>
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</record>
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<record id="group_account_credit_control_manager" model="res.groups">
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<field name="name">Credit Control Manager</field>
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<field name="category_id" ref="base.module_category_accounting_and_finance"/>
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</record>
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<record id="group_account_credit_control_user" model="res.groups" context="{'noadmin':True}">
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<field name="name">Credit Control User</field>
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<field name="category_id" ref="base.module_category_accounting_and_finance"/>
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</record>
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<record id="group_account_credit_control_info" model="res.groups" context="{'noadmin':True}">
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<field name="name">Credit Control Info</field>
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<field name="category_id" ref="base.module_category_accounting_and_finance"/>
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</record>
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<record id="base.main_company" model="res.company">
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<field name="credit_policy_id" ref="credit_control_3_time"/>
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</record>
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</data>
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</openerp>
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