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b2b753119a
Conflicts: README.md __unported__/account_cancel_invoice_check_payment_order/__openerp__.py __unported__/account_cancel_invoice_check_voucher/__openerp__.py __unported__/account_compute_tax_amount/__openerp__.py __unported__/account_fiscal_position_vat_check/__openerp__.py __unported__/account_move_line_no_default_search/static/src/img/move_line_search_view.png __unported__/account_move_validation_improvement/__openerp__.py __unported__/account_reversal/__openerp__.py __unported__/currency_rate_date_check/__openerp__.py account_move_line_no_default_search/static/src/img/move_line_search_view.png account_move_line_no_default_search/static/src/img/sample.png
293 lines
9.9 KiB
Python
293 lines
9.9 KiB
Python
# -*- 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
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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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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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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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: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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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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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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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,
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line,
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level,
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controlling_date,
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open_amount,
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context=context)
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line_id = self.create(cr, uid, vals, context=context)
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line_ids.append(line_id)
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# when we have lines generated earlier in draft,
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# on the same level, it means that we have left
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# 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),
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('state', '=', 'draft'),
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('id', '!=', line_id)],
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context=context)
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if previous_draft_ids:
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self.write(cr, uid, previous_draft_ids,
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{'state': 'ignored'}, context=context)
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return line_ids
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def unlink(self, cr, uid, ids, context=None, check=True):
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for line in self.browse(cr, uid, ids, context=context):
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if line.state != 'draft':
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raise orm.except_orm(
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_('Error !'),
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_('You are not allowed to delete a credit control '
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'line that is not in draft state.')
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)
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return super(CreditControlLine, self).unlink(cr, uid, ids,
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context=context)
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