Fix contract expiration reminder:
- fix domains and check for 3 different type of expiration - use an email template instead of an hardcoded string bzr revid: al@openerp.com-20130214235330-bmgjq962vn76q39x
This commit is contained in:
Antony Lesuisse
parent
b069932671
commit
b1eba6c1ef
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@ -20,7 +20,6 @@
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##############################################################################
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import account_analytic_analysis
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import cron_account_analytic_account
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import res_config
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -18,6 +18,8 @@
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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 datetime
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import time
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from openerp.osv import osv, fields
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from openerp.osv.orm import intersect, except_orm
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@ -484,7 +486,41 @@ class account_analytic_account(osv.osv):
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res['value']['to_invoice'] = template.to_invoice.id
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res['value']['pricelist_id'] = template.pricelist_id.id
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return res
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account_analytic_account()
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def cron_account_analytic_account(self, cr, uid, context=None):
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remind = {}
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def fill_remind(key, domain, write_pending=False):
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base_domain = [
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('partner_id', '!=', False),
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('manager_id', '!=', False),
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('manager_id.email', '!=', False),
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]
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base_domain.extend(domain)
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accounts_ids = self.search(cr, uid, base_domain, context=context, order='name asc')
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accounts = self.browse(cr, uid, accounts_ids, context=context)
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for account in accounts:
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if write_pending:
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account.write({'state' : 'pending'}, context=context)
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remind_user = remind.setdefault(account.manager_id.id, {})
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remind_type = remind_user.setdefault(key, {})
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remind_partner = remind_type.setdefault(account.partner_id, []).append(account)
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# Already expired
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fill_remind("old", [('state', 'in', ['pending'])])
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# Expires now
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fill_remind("new", [('state', 'in', ['draft', 'open']), '|', '&', ('date', '!=', False), ('date', '<=', time.strftime('%Y-%m-%d')), ('is_overdue_quantity', '=', True)], True)
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# Expires in less than 30 days
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fill_remind("future", [('state', 'in', ['draft', 'open']), ('date', '!=', False), ('date', '<', (datetime.datetime.now() + datetime.timedelta(30)).strftime("%Y-%m-%d"))])
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template_id = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'account_analytic_analysis', 'account_analytic_cron_email_template')[1]
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for user_id, data in remind.items():
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context["data"] = data
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self.pool.get('email.template').send_mail(cr, uid, template_id, user_id, context=context)
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return True
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class account_analytic_account_summary_user(osv.osv):
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_name = "account_analytic_analysis.summary.user"
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@ -538,8 +574,6 @@ class account_analytic_account_summary_user(osv.osv):
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lu.user_id as "user",
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unit_amount
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from lu, mu)''')
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account_analytic_account_summary_user()
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class account_analytic_account_summary_month(osv.osv):
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_name = "account_analytic_analysis.summary.month"
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@ -600,6 +634,4 @@ class account_analytic_account_summary_month(osv.osv):
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'GROUP BY d.month, d.account_id ' \
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')')
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account_analytic_account_summary_month()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -1,15 +1,77 @@
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<?xml version="1.0" encoding='UTF-8'?>
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<openerp>
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<data>
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<record id="account_analytic_cron_email_template" model="email.template">
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<field name="name">Contract expiration reminder</field>
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<field name="email_from">${user.email or ''}</field>
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<field name="subject">Contract expiration reminder ${user.company_id.name}</field>
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<field name="email_to">${object.email}</field>
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<field name="lang">${object.lang}</field>
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<field name="model_id" ref="base.model_res_users"/>
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<field name="auto_delete" eval="True"/>
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<field name="body_html"><![CDATA[
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Hello ${user.name},
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% macro account_table(values):
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<table cellspacing="1" border="1" cellpadding="4">
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<tr>
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<th>Customer</th>
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<th>Contract</th>
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<th>Dates</th>
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<th>Prepaid Units</th>
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<th>Contact</th>
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</tr>
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% for partner, accounts in values:
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% for account in accounts:
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<tr>
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<td>${partner.name}</td>
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<td>${account.name}</td>
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<td>${account.date_start} to ${account.date and account.date or '???'}</td>
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<td>
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% if account.quantity_max != 0.0:
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${account.quantity}/${account.quantity_max} hours
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% endif
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</td>
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<td>${account.partner_id.phone or ''}, ${account.partner_id.email or ''}</td>
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</tr>
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% endfor
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% endfor
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</table>
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% endmacro
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% if "new" in ctx["data"]:
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<h2>The following contracts just expired: </h2>
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${account_table(ctx["data"]["new"].iteritems())}
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% endif
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% if "old" in ctx["data"]:
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<h2>The following expired contracts are still not processed: </h2>
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${account_table(ctx["data"]["old"].iteritems())}
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% endif
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% if "future" in ctx["data"]:
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<h2>The following contracts will expire in less than one month: </h2>
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${account_table(ctx["data"]["future"].iteritems())}
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% endif
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</pre>
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]]></field>
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</record>
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<!--
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-->
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<record model="ir.cron" id="account_analytic_cron">
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<field name="name">Analytic Account Report for Sales</field>
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<field name="name">Contract expiration reminder</field>
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<field name="interval_number">1</field>
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<field name="interval_type">weeks</field>
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<field name="numbercall">-1</field>
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<field eval="False" name="doall"/>
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<field eval="'account.analytic.account'" name="model"/>
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<field eval="'cron_account_analytic_account'" name="function"/>
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<field eval="'()'" name="args"/>
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<field name="doall" eval="False"/>
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<field name="model" eval="'account.analytic.account'"/>
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<field name="function" eval="'cron_account_analytic_account'"/>
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<field name="args" eval="'()'" />
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</record>
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</data>
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</openerp>
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@ -1,79 +0,0 @@
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#!/usr/bin/env python
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from mako.template import Template
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import time
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try:
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import cStringIO as StringIO
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except ImportError:
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import StringIO
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from openerp import tools
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from openerp.osv import osv
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MAKO_TEMPLATE = u"""Hello ${user.name},
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Here is a list of contracts that have to be renewed for two
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possible reasons:
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- the end of contract date is passed
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- the customer consumed more hours than expected
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Can you contact the customer in order to sell a new or renew its contract.
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The contract has been set with a pending state, can you update the status
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of the analytic account following this rule:
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- Set Done: if the customer does not want to renew
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- Set Open: if the customer purchased an extra contract
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Here is the list of contracts to renew:
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% for partner, accounts in partners.iteritems():
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* ${partner.name}
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% for account in accounts:
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- Name: ${account.name}
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% if account.quantity_max != 0.0:
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- Quantity: ${account.quantity}/${account.quantity_max} hours
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% endif
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- Dates: ${account.date_start} to ${account.date and account.date or '???'}
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- Contacts:
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${account.partner_id.name}, ${account.partner_id.phone or ''}, ${account.partner_id.email or ''}
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% endfor
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% endfor
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You can use the report in the menu: Sales > Invoicing > Overdue Accounts
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Regards,
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--
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OpenERP
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"""
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class analytic_account(osv.osv):
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_inherit = 'account.analytic.account'
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def cron_account_analytic_account(self, cr, uid, context=None):
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domain = [
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('name', 'not ilike', 'maintenance'),
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('partner_id', '!=', False),
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('user_id', '!=', False),
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('user_id.email', '!=', False),
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('state', 'in', ('draft', 'open')),
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'|', ('date', '<', time.strftime('%Y-%m-%d')), ('date', '=', False),
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]
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account_ids = self.search(cr, uid, domain, context=context, order='name asc')
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accounts = self.browse(cr, uid, account_ids, context=context)
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users = dict()
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for account in accounts:
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users.setdefault(account.user_id, dict()).setdefault(account.partner_id, []).append(account)
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account.write({'state' : 'pending'}, context=context)
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for user, data in users.iteritems():
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subject = '[OPENERP] Reporting: Analytic Accounts'
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body = Template(MAKO_TEMPLATE).render_unicode(user=user, partners=data)
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tools.email_send('noreply@openerp.com', [user.email, ], subject, body)
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return True
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analytic_account()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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