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1211135853
... add a configuration at the company level, applied on partners if they do not have a policy.
I did like to put a property but we cannot search on properties.
This follows the change on the policies, on which we now configure the active accounts for a policy.
This is more simpler for the user, and simplifies the code as well.
It also avoid the issue that we had when credit control lines could have been generated on accounts without policies
if the partner has a enforced policy.
(lp:c2c-addons/6.1 rev 89.1.30)
177 lines
6.6 KiB
XML
177 lines
6.6 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 Mail</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_mail() 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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<%page args="object, user=None, ctx=None, quote=None, format_exception=True, mode='pdf'" />
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%if mode != 'pdf':
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<!-- your css here -->
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<style type="text/css">
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</style>
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%endif
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<div>
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<p>Dear ${object.partner_id.name or ''},</p>
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<pre class="custom_text">${object.current_policy_level.custom_text}</pre>
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<table style="border: 1px solid" width="100%">
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<caption><b>Summary</b></caption>
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<tr>
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<th>date due</th>
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<th>Amount due</th>
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<th>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>${line.date_due}</td>
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<td>${line.amount_due}</td>
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<td>${line.balance_due}</td>
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%if line.invoice_id:
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<td>${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 ${object.company_id.name}! </p>
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-- more info here --
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<p>${object.user_id.name} ${object.user_id.user_email and '<%s>'%(object.user_id.user_email) or ''}<br/>
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${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="mail_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="canal">mail</field>
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<field name="custom_text">Replace this text in level by your message</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="mail_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="canal">mail</field>
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<field name="custom_text">Replace this text in level by your message</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="mail_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="canal">manual</field>
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<field name="custom_text">Replace this text in level by your message</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="mail_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="canal">mail</field>
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<field name="custom_text">Replace this text in level by your message</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="mail_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="canal">manual</field>
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<field name="custom_text">Replace this text in level by your message</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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