mirror of
https://github.com/OCA/account-financial-tools.git
synced 2025-02-02 12:47:26 +02:00
277 lines
9.5 KiB
XML
277 lines
9.5 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="body_html"><![CDATA[
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%if mode and mode != 'pdf':
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<!-- your css here -->
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<style type="text/css">
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body {
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font-family: helvetica;
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font-size: 11px;
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}
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.custom_text {
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font-family: helvetica;
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font-size: 11px;
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text-align: justify;
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}
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.basic_table {
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width: 100%;
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text-align: center;
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border: 1px solid lightGrey;
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border-collapse: collapse;
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}
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.basic_table th {
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border: 1px solid lightGrey;
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font-size: 12px;
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}
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.basic_table td {
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border: 1px solid lightGrey;
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font-size: 12px;
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}
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td.amount, th.amount {
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text-align: right;
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white-space: nowrap;
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}
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th.date {
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}
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td.date {
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white-space: nowrap;
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}
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</style>
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%endif
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<div>
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<%
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def carriage_returns(text):
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return text.replace('\n', '<br />')
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%>
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<h1 style="clear: both; padding-top: 20px;">
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Credit Control: ${object.current_policy_level.name or 'n/a' }
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</h1>
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<p>Dear ${object.partner_id.name or ''},</p>
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<p class="custom_text">${object.current_policy_level.custom_text | carriage_returns }</p>
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<br/>
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<br/>
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<table class="basic_table" style="width: 100%;">
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<caption><b>Summary</b></caption>
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<tr>
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<th class="date">Date due</th>
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<th class="amount">Amount due</th>
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<th class="amount">Amount balance</th>
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<th>Invoice number</th>
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</tr>
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%for line in object.credit_control_line_ids:
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<tr>
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<td class="date">${line.date_due}</td>
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<td class="amount">${line.amount_due}</td>
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<td class="amount">${line.balance_due}</td>
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%if line.invoice_id:
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<td>${line.invoice_id.number}</td>
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%else:
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<td>n/a</td>
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%endif
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%endfor
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</table>
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<br/>
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<br/>
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<p>If you have any question, do not hesitate to contact us.</p>
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<p>Thank you for choosing ${object.company_id.name}! </p>
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<p>${object.user_id.name} ${object.user_id.email and '<%s>'%(object.user_id.email) or ''}<br/>
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${object.company_id.name}<br/>
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% if object.company_id.street:
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${object.company_id.street or ''}<br/>
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% endif
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% if object.company_id.street2:
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${object.company_id.street2}<br/>
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% endif
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% if object.company_id.city or object.company_id.zip:
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${object.company_id.zip or ''} ${object.company_id.city or ''}<br/>
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% endif
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% if object.company_id.country_id:
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${object.company_id.state_id and ('%s, ' % object.company_id.state_id.name) or ''} ${object.company_id.country_id.name or ''}<br/>
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% endif
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% if object.company_id.phone:
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Phone: ${object.company_id.phone}<br/>
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% endif
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% if object.company_id.website:
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${object.company_id.website or ''}<br/>
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% endif
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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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<!-- 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">Dear Sir or Madam,
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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">Dear Sir or Madam,
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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">Dear Sir or Madam,
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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">Dear Sir or Madam,
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Our records indicate that we have not received the payment of the
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above mentioned invoice (copy attached for your convenience). If it
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has already been sent, please disregard this notice. If not, please
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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">Dear Sir or Madam,
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Our records indicate that we still have not received the payment of
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the above mentioned invoice (copy attached) despite our reminder.
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If payment have already been sent, please disregard this notice. If
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not, please proceed with payment. If your payment has not been
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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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