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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 lxml import etree
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from operator import itemgetter
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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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_rec_name = ' name '
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_columns = {
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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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' name ' : fields . related ( ' company_id ' , ' name ' , string = " Name " ) ,
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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 per company is allowed ' ) ]
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class followup_line ( osv . osv ) :
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def _get_default_template ( self , cr , uid , ids , context = None ) :
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try :
return self . pool . get ( ' ir.model.data ' ) . get_object_reference ( cr , uid , ' account_followup ' , ' email_template_account_followup_default ' ) [ 1 ]
except ValueError :
return False
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_name = ' account_followup.followup.line '
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_description = ' Follow-up Criteria '
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_columns = {
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' name ' : fields . char ( ' Follow-Up Action ' , 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 ( ' Due Days ' , help = " The number of days after the due date of the invoice to wait before sending the reminder. Could be negative if you want to send a polite alert beforehand. " , 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 an Email ' , help = " When processing, it will send an email " ) ,
' send_letter ' : fields . boolean ( ' Send a 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. " ) ,
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' manual_action_note ' : fields . text ( ' Action To Do ' , placeholder = " e.g. Give a phone call, check with others , ... " ) ,
' manual_action_responsible_id ' : fields . many2one ( ' res.users ' , ' Assign a Responsible ' , ondelete = ' set null ' ) ,
' email_template_id ' : fields . many2one ( ' email.template ' , ' Email Template ' , ondelete = ' set null ' ) ,
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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 ' ) ]
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_defaults = {
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' send_email ' : True ,
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' send_letter ' : True ,
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' manual_action ' : 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 _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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class account_move_line ( osv . osv ) :
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def _get_result ( self , cr , uid , ids , name , arg , context = None ) :
res = { }
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for aml in self . browse ( cr , uid , ids , context = context ) :
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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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' result ' : fields . function ( _get_result , type = ' float ' , method = True ,
string = " Balance " ) #'balance' field is not the same
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}
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class email_template ( osv . osv ) :
_inherit = ' email.template '
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def _get_followup_table_html ( self , cr , uid , res_id , context = None ) :
#res_id -> res.partner
partner = self . pool . get ( ' res.partner ' ) . browse ( cr , uid , res_id , context = context )
followup_table = ' '
if partner . unreconciled_aml_ids :
company = self . pool . get ( ' res.users ' ) . browse ( cr , uid , uid , context = context ) . company_id
current_date = fields . date . context_today ( cr , uid , context )
from report import account_followup_print
rml_parse = account_followup_print . report_rappel ( cr , uid , " followup_rml_parser " )
final_res = rml_parse . _lines_get_with_partner ( partner , company . id )
for currency_dict in final_res :
currency_symbol = currency_dict . get ( ' line ' , [ { ' currency_id ' : company . currency_id } ] ) [ 0 ] [ ' currency_id ' ] . symbol
followup_table + = '''
< table border = " 2 " width = 100 % % >
< tr >
< td > Invoice date < / td >
< td > Reference < / td >
< td > Due date < / td >
< td > Amount ( % s ) < / td >
< td > Lit . < / td >
< / tr >
''' % (currency_symbol)
total = 0
for aml in currency_dict [ ' line ' ] :
block = aml [ ' blocked ' ] and ' X ' or ' '
total + = aml [ ' balance ' ]
strbegin = " <TD> "
strend = " </TD> "
date = aml [ ' date_maturity ' ] or aml [ ' date ' ]
if date < = current_date and aml [ ' balance ' ] > 0 :
strbegin = " <TD><B> "
strend = " </B></TD> "
followup_table + = " <TR> " + strbegin + str ( aml [ ' date ' ] ) + strend + strbegin + aml [ ' ref ' ] + strend + strbegin + str ( date ) + strend + strbegin + str ( aml [ ' balance ' ] ) + strend + strbegin + block + strend + " </TR> "
total = rml_parse . formatLang ( total , dp = ' Account ' , currency_obj = partner . company_id . currency_id )
followup_table + = ''' <tr> </tr>
< / table >
< center > Amount due : % s < / center > ''' % (total)
return followup_table
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# Adds current_date to the context. That way it can be used to put
# the account move lines in bold that are overdue in the email
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def render_template ( self , cr , uid , template , model , res_id , context = None ) :
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context [ ' current_date ' ] = fields . date . context_today ( cr , uid , context )
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if model == ' res.partner ' : # and 'followup' in context.keys() and context['followup']:
context [ ' followup_table ' ] = self . _get_followup_table_html ( cr , uid , res_id , context = context )
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return super ( email_template , self ) . render_template ( cr , uid , template , model , res_id , context = context )
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class res_partner ( osv . osv ) :
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def fields_view_get ( self , cr , uid , view_id = None , view_type = None , context = None , toolbar = False , submenu = False ) :
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res = super ( res_partner , self ) . fields_view_get ( cr , uid , view_id = view_id , view_type = view_type , context = context ,
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toolbar = toolbar , submenu = submenu )
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context = context or { }
if view_type == ' form ' and context . get ( ' Followupfirst ' ) :
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doc = etree . XML ( res [ ' arch ' ] , parser = None , base_url = None )
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first_node = doc . xpath ( " //page[@name= ' followup_tab ' ] " )
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root = first_node [ 0 ] . getparent ( )
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root . insert ( 0 , first_node [ 0 ] )
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res [ ' arch ' ] = etree . tostring ( doc , encoding = " utf-8 " )
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return res
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# def search(self, cr, user, args, offset=0, limit=None, order=None, context=None, count=False, access_rights_uid=None):
# if order and order[0] == '':
# pass
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def _get_latest ( self , cr , uid , ids , names , arg , context = None , company_id = None ) :
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res = { }
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if company_id == None :
company = self . pool . get ( ' res.users ' ) . browse ( cr , uid , uid , context = context ) . company_id
else :
company = self . pool . get ( ' res.company ' ) . browse ( cr , uid , company_id , context = context )
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for partner in self . browse ( cr , uid , ids , context = context ) :
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amls = partner . unreconciled_aml_ids
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latest_date = False
latest_level = False
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latest_days = False
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latest_level_without_lit = False
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latest_days_without_lit = False
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for aml in amls :
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if ( aml . company_id == company ) and ( aml . followup_line_id != False ) and ( not latest_days or latest_days < aml . followup_line_id . delay ) :
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latest_days = aml . followup_line_id . delay
latest_level = aml . followup_line_id . id
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if ( aml . company_id == company ) and ( not latest_date or latest_date < aml . followup_date ) :
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latest_date = aml . followup_date
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if ( aml . company_id == company ) and ( aml . blocked == False ) and ( aml . followup_line_id != False and
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( not latest_days_without_lit or latest_days_without_lit < aml . followup_line_id . delay ) ) :
latest_days_without_lit = aml . followup_line_id . delay
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latest_level_without_lit = aml . followup_line_id . id
res [ partner . id ] = { ' latest_followup_date ' : latest_date ,
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' latest_followup_level_id ' : latest_level ,
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' latest_followup_level_id_without_lit ' : latest_level_without_lit }
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return res
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def do_partner_manual_action ( self , cr , uid , partner_ids , context = None ) :
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#partner_ids -> res.partner
for partner in self . browse ( cr , uid , partner_ids , context = context ) :
#Check action: check if the action was not empty, if not add
action_text = " "
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context [ ' followup ' ] = True
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if partner . payment_next_action :
action_text = ( partner . payment_next_action or ' ' ) + " \n " + ( partner . latest_followup_level_id_without_lit . manual_action_note or ' ' )
else :
action_text = partner . latest_followup_level_id_without_lit . manual_action_note or ' '
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#Check date: put the minimum date if it existed already
action_date = ( partner . payment_next_action_date and min ( partner . payment_next_action_date , fields . date . context_today ( cr , uid , context ) )
) or fields . date . context_today ( cr , uid , context )
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# Check responsible: if partner has not got a responsible already, take from follow-up
responsible_id = False
if partner . payment_responsible_id :
responsible_id = partner . payment_responsible_id . id
else :
p = partner . latest_followup_level_id_without_lit . manual_action_responsible_id
responsible_id = p and p . id or False
self . write ( cr , uid , [ partner . id ] , { ' payment_next_action_date ' : action_date ,
' payment_next_action ' : action_text ,
' payment_responsible_id ' : responsible_id } )
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def do_partner_print ( self , cr , uid , wizard_partner_ids , data , context = None ) :
#wizard_partner_ids are ids from special view, not from res.partner
if not wizard_partner_ids :
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return { }
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data [ ' partner_ids ' ] = wizard_partner_ids
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datas = {
' ids ' : [ ] ,
' model ' : ' account_followup.followup ' ,
' form ' : data
}
return {
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' type ' : ' ir.actions.report.xml ' ,
' report_name ' : ' account_followup.followup.print ' ,
' datas ' : datas ,
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}
def do_partner_mail ( self , cr , uid , partner_ids , context = None ) :
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#partner_ids are res.partner ids
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# If not defined by latest follow-up level, it will be the default template if it can find it
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mtp = self . pool . get ( ' email.template ' )
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unknown_mails = 0
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for partner in self . browse ( cr , uid , partner_ids , context = context ) :
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if partner . email and partner . email . strip ( ) :
level = partner . latest_followup_level_id_without_lit
if level and level . send_email and level . email_template_id and level . email_template_id . id :
mtp . send_mail ( cr , uid , level . 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 ' )
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mtp . send_mail ( cr , uid , mail_template_id [ 1 ] , partner . id , context = context )
else :
unknown_mails = unknown_mails + 1
action_text = _ ( " Email not sent because of email address of partner not filled in " )
if partner . payment_next_action_date :
payment_action_date = min ( fields . date . context_today ( cr , uid , context ) , partner . payment_next_action_date )
else :
payment_action_date = fields . date . context_today ( cr , uid , context )
if partner . payment_next_action :
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payment_next_action = partner . payment_next_action + " \n " + action_text
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else :
payment_next_action = action_text
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self . write ( cr , uid , [ partner . id ] , { ' payment_next_action_date ' : payment_action_date ,
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' payment_next_action ' : payment_next_action } , context = context )
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return unknown_mails
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def action_done ( self , cr , uid , ids , context = None ) :
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return self . write ( cr , uid , ids , { ' payment_next_action_date ' : False , ' payment_next_action ' : ' ' , ' payment_responsible_id ' : False } , context = context )
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def do_button_print ( self , cr , uid , ids , context = None ) :
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assert ( len ( ids ) == 1 )
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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 _get_amounts_and_date ( self , cr , uid , ids , name , arg , context = None , company_id = None ) :
res = { }
if company_id == None :
company = self . pool . get ( ' res.users ' ) . browse ( cr , uid , uid , context = context ) . company_id
else :
company = self . pool . get ( ' res.company ' ) . browse ( cr , uid , company_id , context = context )
current_date = fields . date . context_today ( cr , uid , context )
for partner in self . browse ( cr , uid , ids , context = context ) :
res [ partner . id ] = [ 0.0 , 0.0 , False ]
calc_date = False
amount_due = 0.0
amount_overdue = 0.0
for aml in partner . unreconciled_aml_ids :
if ( aml . company_id == company ) :
date_maturity = ( not aml . date_maturity ) and aml . date or aml . date_maturity
if ( not calc_date or calc_date > date_maturity ) :
calc_date = date_maturity
amount_due + = aml . result
if ( date_maturity < = current_date ) :
amount_overdue + = aml . result
res [ partner . id ] = { ' payment_amount_due ' : amount_due ,
' payment_amount_overdue ' : amount_overdue ,
' payment_earliest_due_date ' : calc_date }
return res
def _search_unreconciled ( self , cr , uid , obj , name , args , field , context = None ) :
pass
def _payment_overdue_search ( self , cr , uid , obj , name , args , context = None ) :
company = self . pool . get ( ' res.users ' ) . browse ( cr , uid , uid , context = context ) . company_id . id
if not args :
return [ ]
having_values = tuple ( map ( itemgetter ( 2 ) , args ) )
where = ' AND ' . join (
map ( lambda x : ' (SUM(bal2) %(operator)s %% s) ' % {
' operator ' : x [ 1 ] } , args ) )
query = self . pool . get ( ' account.move.line ' ) . _query_get ( cr , uid , context = context )
cr . execute ( ( ' SELECT pid AS partner_id, SUM(bal2) FROM ' \
' (SELECT CASE WHEN bal IS NOT NULL THEN bal ' \
' ELSE 0.0 END AS bal2, p.id as pid ' \
' FROM ' \
' (SELECT (debit-credit) AS bal, partner_id ' \
' FROM account_move_line l ' \
' WHERE account_id IN ' \
' (SELECT id FROM account_account ' \
' WHERE type= \' receivable \' AND active) ' \
' AND date_maturity <= NOW() ' \
' AND l.company_id = %s '
' AND reconcile_id IS NULL ' \
' AND ' + query + ' ) AS l ' \
' RIGHT JOIN res_partner p ' \
' ON p.id = partner_id ) AS pl ' \
' GROUP BY pid HAVING ' + where ) ,
( str ( company ) , ) + having_values )
res = cr . fetchall ( )
if not res :
return [ ( ' id ' , ' = ' , ' 0 ' ) ]
return [ ( ' id ' , ' in ' , map ( itemgetter ( 0 ) , res ) ) ]
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def _payment_earliest_date_search ( self , cr , uid , obj , name , args , context = None ) :
if not args :
return [ ]
having_values = tuple ( map ( itemgetter ( 2 ) , args ) )
where = ' AND ' . join (
map ( lambda x : ' (MIN(l.date_maturity) %(operator)s %% s) ' % {
' operator ' : x [ 1 ] } , args ) )
query = self . pool . get ( ' account.move.line ' ) . _query_get ( cr , uid , context = context )
cr . execute ( ( ' SELECT partner_id FROM account_move_line l ' \
' WHERE account_id IN ' \
' (SELECT id FROM account_account ' \
' WHERE type= \' receivable \' AND active) ' \
' AND reconcile_id IS NULL ' \
' AND ' + query + ' ' \
' AND partner_id IS NOT NULL ' \
' GROUP BY partner_id HAVING ' + where ) ,
having_values )
res = cr . fetchall ( )
if not res :
return [ ( ' id ' , ' = ' , ' 0 ' ) ]
return [ ( ' id ' , ' in ' , map ( itemgetter ( 0 ) , res ) ) ]
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def _payment_due_search ( self , cr , uid , obj , name , args , context = None ) :
company = self . pool . get ( ' res.users ' ) . browse ( cr , uid , uid , context = context ) . company_id . id
if not args :
return [ ]
having_values = tuple ( map ( itemgetter ( 2 ) , args ) )
where = ' AND ' . join (
map ( lambda x : ' (SUM(bal2) %(operator)s %% s) ' % {
' operator ' : x [ 1 ] } , args ) )
query = self . pool . get ( ' account.move.line ' ) . _query_get ( cr , uid , context = context )
cr . execute ( ( ' SELECT pid AS partner_id, SUM(bal2) FROM ' \
' (SELECT CASE WHEN bal IS NOT NULL THEN bal ' \
' ELSE 0.0 END AS bal2, p.id as pid FROM ' \
' (SELECT (debit-credit) AS bal, partner_id ' \
' FROM account_move_line l ' \
' WHERE account_id IN ' \
' (SELECT id FROM account_account ' \
' WHERE type= \' receivable \' AND active) ' \
' AND reconcile_id IS NULL ' \
' AND company_id = %s '
' AND ' + query + ' ) AS l ' \
' RIGHT JOIN res_partner p ' \
' ON p.id = partner_id ) AS pl ' \
' GROUP BY pid HAVING ' + where ) , ( str ( company ) , ) + having_values )
res = cr . fetchall ( )
if not res :
return [ ( ' id ' , ' = ' , ' 0 ' ) ]
return [ ( ' id ' , ' in ' , map ( itemgetter ( 0 ) , res ) ) ]
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_inherit = " res.partner "
_columns = {
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' payment_responsible_id ' : fields . many2one ( ' res.users ' , ondelete = ' set null ' , string = ' Follow-up Responsible ' ,
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help = " Responsible for making sure the action happens. " ) ,
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' payment_note ' : fields . text ( ' Customer Payment Promise ' , help = " Payment Note " ) ,
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' payment_next_action ' : fields . text ( ' Next Action ' ,
help = " This is the next action to be taken. It will automatically be set when the partner gets a follow-up level that requires a manual action. " ) ,
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' payment_next_action_date ' : fields . date ( ' Next Action Date ' ,
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help = " This is when the manual follow-up is needed. " \
" The date will be set to the current date when the partner gets a follow-up level that requires a manual action. Can be practical to set manually e.g. to follow up his payment. " ) ,
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' unreconciled_aml_ids ' : fields . one2many ( ' account.move.line ' , ' partner_id ' , domain = [ ' & ' , ( ' reconcile_id ' , ' = ' , False ) , ' & ' ,
( ' account_id.active ' , ' = ' , True ) , ' & ' , ( ' account_id.type ' , ' = ' , ' receivable ' ) , ( ' state ' , ' != ' , ' draft ' ) ] ) ,
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' latest_followup_date ' : fields . function ( _get_latest , method = True , type = ' date ' , string = " Latest Follow-up Date " ,
help = " Latest date that the follow-up level of the partner was changed " ,
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store = False ,
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multi = " latest " ) ,
' latest_followup_level_id ' : fields . function ( _get_latest , method = True ,
type = ' many2one ' , relation = ' account_followup.followup.line ' , string = " Latest Follow-up Level " ,
help = " The maximum follow-up level " ,
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store = False ,
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multi = " latest " ) ,
' latest_followup_level_id_without_lit ' : fields . function ( _get_latest , method = True ,
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 " ,
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store = False ,
multi = " latest " ) ,
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' payment_amount_due ' : fields . function ( _get_amounts_and_date , method = True ,
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type = ' float ' , string = " Amount Due " ,
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store = False , multi = " amountsdate " ,
fnct_search = _payment_due_search ) ,
' payment_amount_overdue ' : fields . function ( _get_amounts_and_date , method = True ,
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type = ' float ' , string = " Amount Overdue " ,
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store = False , multi = " amountsdate " ,
fnct_search = _payment_overdue_search ) ,
' payment_earliest_due_date ' : fields . function ( _get_amounts_and_date , method = True ,
type = ' date ' ,
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string = " Worst Due Date " ,
multi = " amountsdate " ,
fnct_search = _payment_earliest_date_search ) ,
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: