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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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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,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# 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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#
##############################################################################
from osv import fields , osv
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from datetime import date
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import time
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from tools . translate import _
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class followup ( osv . osv ) :
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_name = ' account_followup.followup '
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_description = ' Account Follow-up '
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_columns = {
' name ' : fields . char ( ' Name ' , size = 64 , required = True ) ,
' description ' : fields . text ( ' Description ' ) ,
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' followup_line ' : fields . one2many ( ' account_followup.followup.line ' , ' followup_id ' , ' Follow-up ' ) ,
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' company_id ' : fields . many2one ( ' res.company ' , ' Company ' , required = True ) ,
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}
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_defaults = {
' company_id ' : lambda s , cr , uid , c : s . pool . get ( ' res.company ' ) . _company_default_get ( cr , uid , ' account_followup.followup ' , context = c ) ,
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}
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_sql_constraints = [ ( ' company_uniq ' , ' unique(company_id) ' , ' Only one follow-up for every company allowed ' ) ]
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followup ( )
class followup_line ( osv . osv ) :
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def _get_default_template ( self , cr , uid , ids , context = None ) :
res = False
templ = self . pool . get ( ' ir.model.data ' ) . get_object_reference ( cr , uid , ' account_followup ' , ' email_template_account_followup_default ' )
print templ
res = templ [ 1 ]
return res
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_name = ' account_followup.followup.line '
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_description = ' Follow-up Criteria '
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_columns = {
' name ' : fields . char ( ' Name ' , size = 64 , required = True ) ,
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' sequence ' : fields . integer ( ' Sequence ' , help = " Gives the sequence order when displaying a list of follow-up lines. " ) ,
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' delay ' : fields . integer ( ' Days of delay ' , help = " The number of days after the due date of the invoice. Could be negative if you want to send a polite alert beforehand. " ) ,
#'start': fields.selection([('days','Net Days'),('end_of_month','End of Month')], 'Type of Term', size=64, required=True),
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' followup_id ' : fields . many2one ( ' account_followup.followup ' , ' Follow Ups ' , required = True , ondelete = " cascade " ) ,
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' description ' : fields . text ( ' Printed Message ' , translate = True ) ,
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' send_email ' : fields . boolean ( ' Send email ' , help = " When processing, it will send an email " ) ,
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' send_letter ' : fields . boolean ( ' Send letter ' , help = " When processing, it will print a letter " ) ,
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' manual_action ' : fields . boolean ( ' Manual action ' , help = " When processing, it will set the manual action to be taken for that customer. " ) ,
' manual_action_note ' : fields . text ( ' Action text ' , placeholder = " e.g. Give a phonecall, check with others , ... " ) ,
' manual_action_responsible_id ' : fields . many2one ( ' res.users ' , ' Responsible ' , ondelete = ' set null ' ) ,
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' email_template_id ' : fields . many2one ( ' email.template ' , ' Email template ' , ondelete = ' set null ' ) ,
' email_body ' : fields . related ( ' email_template_id ' , ' body_html ' , type = ' text ' , string = " Email Message " , relation = " email.template " , translate = " True " ) ,
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}
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_order = ' delay '
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_sql_constraints = [ ( ' days_uniq ' , ' unique(followup_id, delay) ' , ' Days of the follow-up levels must be different ' ) ] #ADD FOR multi-company!
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_defaults = {
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' send_email ' : True ,
' send_letter ' : False ,
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' description ' : """
Dear % ( partner_name ) s ,
Exception made if there was a mistake of ours , it seems that the following amount stays unpaid . Please , take appropriate measures in order to carry out this payment in the next 8 days .
Would your payment have been carried out after this mail was sent , please ignore this message . Do not hesitate to contact our accounting department at ( + 32 ) .10 .68 .94 .39 .
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Best Regards ,
""" ,
' email_template_id ' : _get_default_template ,
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}
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def on_change_template ( self , cr , uid , ids , template_id , context = None ) :
#result = {}
values = { }
if template_id :
template = self . pool . get ( ' email.template ' ) . browse ( cr , uid , template_id , context = context )
values = {
' email_body ' : template . body_html ,
}
return { ' value ' : values }
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def _check_description ( self , cr , uid , ids , context = None ) :
for line in self . browse ( cr , uid , ids , context = context ) :
if line . description :
try :
line . description % { ' partner_name ' : ' ' , ' date ' : ' ' , ' user_signature ' : ' ' , ' company_name ' : ' ' }
except :
return False
return True
_constraints = [
( _check_description , ' Your description is invalid, use the right legend or %% if you want to use the percent character. ' , [ ' description ' ] ) ,
]
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followup_line ( )
class account_move_line ( osv . osv ) :
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def _get_result ( self , cr , uid , ids , name , arg , context = None ) :
res = { }
for aml in self . browse ( cr , uid , ids , context ) :
res [ aml . id ] = aml . debit - aml . credit
return res
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_inherit = ' account.move.line '
_columns = {
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' followup_line_id ' : fields . many2one ( ' account_followup.followup.line ' , ' Follow-up Level ' , ondelete = ' restrict ' ) , #restrict deletion of the followup line
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' followup_date ' : fields . date ( ' Latest Follow-up ' , select = True ) ,
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' payment_commitment ' : fields . text ( ' Commitment ' ) ,
' payment_date ' : fields . date ( ' Date ' ) ,
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#'payment_note':fields.text('Payment note'),
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' payment_next_action ' : fields . text ( ' New action ' ) ,
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' result ' : fields . function ( _get_result , type = ' float ' , method = True , string = " Balance " )
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}
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account_move_line ( )
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class email_template ( osv . osv ) :
_inherit = ' email.template '
#Adds current_date to the context. That way it can be used in the email templates
def render_template ( self , cr , uid , template , model , res_id , context = None ) :
context [ ' current_date ' ] = fields . date . context_today ( cr , uid , context ) #change by inheritance
return super ( email_template , self ) . render_template ( cr , uid , template , model , res_id , context )
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email_template ( )
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class res_partner ( osv . osv ) :
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def _get_latest_followup_date ( self , cr , uid , ids , name , arg , context = None ) :
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res = { }
for partner in self . browse ( cr , uid , ids ) :
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amls = partner . accountmoveline_ids
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res [ partner . id ] = max ( [ x . followup_date for x in amls ] ) if len ( amls ) else False
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return res
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def _get_latest_followup_level_id ( self , cr , uid , ids , name , arg , context = None ) :
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res = { }
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for partner in self . browse ( cr , uid , ids ) :
amls = partner . accountmoveline_ids
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level_id = 0
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level_days = False
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latest_level = False
res [ partner . id ] = False
for accountmoveline in amls :
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if ( accountmoveline . followup_line_id != False ) and ( not level_days or level_days < accountmoveline . followup_line_id . delay ) :
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level_days = accountmoveline . followup_line_id . delay
latest_level = accountmoveline . followup_line_id . id
res [ partner . id ] = latest_level
#res[partner.id] = max(x.followup_line_id.delay for x in amls) if len(amls) else False
return res
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def _get_latest_followup_level_id_without_lit ( self , cr , uid , ids , name , arg , context = None ) :
res = { }
for partner in self . browse ( cr , uid , ids ) :
amls = partner . accountmoveline_ids
level_id = 0
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level_days = False
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latest_level = False
res [ partner . id ] = False
for accountmoveline in amls :
if ( not accountmoveline . blocked ) and ( accountmoveline . followup_line_id != False ) and ( not level_days or level_days < accountmoveline . followup_line_id . delay ) :
level_days = accountmoveline . followup_line_id . delay
latest_level = accountmoveline . followup_line_id . id
res [ partner . id ] = latest_level
return res
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def get_latest_followup_level ( self ) :
amls = self . accountmoveline_ids
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# def _get_next_followup_level_id_optimized(self, cr, uid, ids, name, arg, context=None):
# #Apparently there is still an error in this function
# res = {}
# for partner in self.browse(cr, uid, ids):
# latest_id = partner.latest_followup_level_id
# if latest_id:
# latest = latest_id
# else:
# latest = False
# delay = False
# newlevel = False
# if latest: #if latest exists
# newlevel = latest.id
# old_delay = latest.delay
# else:
# old_delay = False
# fl_ar = self.pool.get('account_followup.followup.line').search(cr, uid, [('followup_id.company_id.id','=', partner.company_id.id)])
# for fl_obj in self.pool.get('account_followup.followup.line').browse(cr, uid, fl_ar):
# if not old_delay:
# if not delay or fl_obj.delay < delay:
# delay = fl_obj.delay
# newlevel = fl_obj.id
# else:
# if (not delay and (fl_obj.delay > old_delay)) or ((fl_obj.delay < delay) and (fl_obj.delay > old_delay)):
# delay = fl_obj.delay
# newlevel = fl_obj.id
# res[partner.id] = newlevel
# #Now search one level higher
# return res
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def _get_next_followup_level_id ( self , cr , uid , ids , name , arg , context = None ) :
res = { }
for partner in self . browse ( cr , uid , ids ) :
latest_id = self . _get_latest_followup_level_id ( cr , uid , [ partner . id ] , name , arg , context ) [ partner . id ]
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if latest_id :
latest = self . pool . get ( ' account_followup.followup.line ' ) . browse ( cr , uid , [ latest_id ] , context ) [ 0 ]
else :
latest = False
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delay = False
newlevel = False
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old_delay = False
if latest : #if latest exists
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newlevel = latest . id
old_delay = latest . delay
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fl_ar = self . pool . get ( ' account_followup.followup.line ' ) . search ( cr , uid , [ ( ' followup_id.company_id.id ' , ' = ' , partner . company_id . id ) ] )
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for fl_obj in self . pool . get ( ' account_followup.followup.line ' ) . browse ( cr , uid , fl_ar ) :
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if not old_delay :
if not delay or fl_obj . delay < delay :
delay = fl_obj . delay
newlevel = fl_obj . id
else :
if ( not delay and ( fl_obj . delay > old_delay ) ) or ( ( fl_obj . delay < delay ) and ( fl_obj . delay > old_delay ) ) :
delay = fl_obj . delay
newlevel = fl_obj . id
res [ partner . id ] = newlevel
return res
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def _get_amount_overdue ( self , cr , uid , ids , name , arg , context = None ) :
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#Get the total amount in the account move lines that is overdue (passed or equal to due date)
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res = { }
for partner in self . browse ( cr , uid , ids , context ) :
res [ partner . id ] = 0.0
for aml in partner . accountmoveline_ids :
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if ( ( not aml . date_maturity ) and ( aml . date < = fields . date . context_today ( cr , uid , context ) ) ) or ( aml . date_maturity < = fields . date . context_today ( cr , uid , context ) ) :
res [ partner . id ] = res [ partner . id ] + aml . debit - aml . credit #or by using function field
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return res
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def do_partner_manual_action ( self , cr , uid , partner_ids , context = None ) :
#partner_ids are res.partner ids
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for partner in self . browse ( cr , uid , partner_ids , context ) :
if ( not partner . payment_next_action_date ) and ( not partner . payment_next_action ) and ( not partner . payment_responsible_id ) :
self . write ( cr , uid , [ partner . id ] , { ' payment_next_action_date ' : fields . date . context_today ( cr , uid , context ) ,
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' payment_next_action ' : partner . latest_followup_level_id_without_lit . manual_action_note ,
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' payment_responsible_id ' : partner . latest_followup_level_id_without_lit . manual_action_responsible_id . id } )
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def do_partner_print ( self , cr , uid , partner_ids , data , context = None ) :
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#partner_ids are ids from special view, not from res.partner
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#data.update({'date': context['date']})
if not partner_ids :
return { }
data [ ' partner_ids ' ] = partner_ids
datas = {
' ids ' : [ ] ,
' model ' : ' account_followup.followup ' ,
' form ' : data
}
return {
' type ' : ' ir.actions.report.xml ' ,
' report_name ' : ' account_followup.followup.print ' ,
' datas ' : datas ,
}
def do_partner_mail ( self , cr , uid , partner_ids , context = None ) :
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#partner_ids are res.partner ids
# If not defined by latest level, it will the default template if it can find it
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mtp = self . pool . get ( ' email.template ' )
for partner in self . browse ( cr , uid , partner_ids , context ) :
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if partner . latest_followup_level_id_without_lit and partner . latest_followup_level_id_without_lit . send_email and partner . latest_followup_level_id_without_lit . email_template_id . id != False :
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mtp . send_mail ( cr , uid , partner . latest_followup_level_id_without_lit . email_template_id . id , partner . id , context = context )
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else :
mail_template_id = self . pool . get ( ' ir.model.data ' ) . get_object_reference ( cr , uid , ' account_followup ' , ' email_template_account_followup_default ' )
mtp . send_mail ( cr , uid , mail_template_id [ 1 ] , partner . id , context = context )
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def action_done ( self , cr , uid , ids , context = None ) :
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self . write ( cr , uid , ids , { ' payment_next_action_date ' : False , ' payment_next_action ' : ' ' , ' payment_responsible_id ' : False } , context )
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def do_button_print ( self , cr , uid , ids , context = None ) :
self . message_post ( cr , uid , [ ids [ 0 ] ] , body = _ ( ' Printed overdue payments report ' ) , context = context )
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datas = {
' ids ' : ids ,
' model ' : ' res.partner ' ,
' form ' : self . read ( cr , uid , ids [ 0 ] , context = context )
}
return {
' type ' : ' ir.actions.report.xml ' ,
' report_name ' : ' account.overdue ' ,
' datas ' : datas ,
' nodestroy ' : True
}
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def do_button_mail ( self , cr , uid , ids , context = None ) :
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self . do_partner_mail ( cr , uid , ids , context )
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def _get_aml_storeids ( self , cr , uid , ids , context = None ) :
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partnerlist = [ ]
for aml in self . pool . get ( " account.move.line " ) . browse ( cr , uid , ids , context ) :
if aml . partner_id not in partnerlist :
partnerlist . append ( aml . partner_id . id )
return partnerlist
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_inherit = " res.partner "
_columns = {
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' payment_responsible_id ' : fields . many2one ( ' res.users ' , ondelete = ' set null ' , string = ' Responsible ' , help = " Responsible for making sure the action happens. " ) ,
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#'payment_followup_level_id':fields.many2one('account_followup.followup.line', 'Followup line'),
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' payment_note ' : fields . text ( ' Payment note ' , help = " Payment Note " ) ,
' payment_next_action ' : fields . char ( ' Next Action ' , 50 , help = " This is the next action to be taken by the user. It will automatically be set when the action fields are empty and the partner gets a follow-up level that requires a manual action. " ) , #Just a note
' payment_next_action_date ' : fields . date ( ' Next Action Date ' , help = " This is when further follow-up is needed. The date will have been set to the current date if the action fields are empty and the partner gets a follow-up level that requires a manual action. " ) , # next action date
' accountmoveline_ids ' : fields . one2many ( ' account.move.line ' , ' partner_id ' , domain = [ ' & ' , ( ' reconcile_id ' , ' = ' , False ) , ' & ' ,
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( ' account_id.active ' , ' = ' , True ) , ' & ' , ( ' account_id.type ' , ' = ' , ' receivable ' ) , ( ' state ' , ' != ' , ' draft ' ) ] ) ,
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' latest_followup_date ' : fields . function ( _get_latest_followup_date , method = True , type = ' date ' , string = " Latest Follow-up Date " , store = { ' account.move.line ' : ( _get_aml_storeids , [ ' followup_line_id ' , ' followup_date ' ] , 20 ) } , help = " Latest date that the follow-up level of the partner was changed " ) , #
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' latest_followup_level_id ' : fields . function ( _get_latest_followup_level_id , method = True ,
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type = ' many2one ' , relation = ' account_followup.followup.line ' , string = " Latest Follow-up Level " , store = { ' account.move.line ' : ( _get_aml_storeids , [ ' followup_line_id ' , ' followup_date ' ] , 20 ) } , help = " The maximum follow-up level " ) ,
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' latest_followup_level_id_without_lit ' : fields . function ( _get_latest_followup_level_id_without_lit , method = True ,
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type = ' many2one ' , relation = ' account_followup.followup.line ' , string = " Latest Follow-up Level without litigation " , help = " The maximum follow-up level without taking into account the account move lines with litigation " ) ,
' next_followup_level_id ' : fields . function ( _get_next_followup_level_id , method = True , type = ' many2one ' , relation = ' account_followup.followup.line ' , string = " Next Level " , help = " The next follow-up level to come when the customer still refuses to pay " , store = { ' account.move.line ' : ( _get_aml_storeids , [ ' followup_line_id ' , ' followup_date ' ] , 20 ) } ) ,
' payment_amount_overdue ' : fields . function ( _get_amount_overdue , method = True , type = ' float ' , string = " Amount Overdue " , help = " Amount Overdue: The amount the customer should already have paid " ) ,
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}
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res_partner ( )
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: