[IMP] fix functional fields, security
bzr revid: jco@openerp.com-20121120152959-oz4in39d77ny65xl
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@ -203,29 +203,33 @@ class res_partner(osv.osv):
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latest_date = False
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latest_level = False
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latest_level_without_lit = False
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for aml in amls:
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latest_days = False
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latest_days_without_lit = False
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for aml in amls:
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#Give initial value
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if latest_date == False:
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latest_date = aml.followup_date
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latest_level = aml.followup_line_id.id
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latest_days = aml.followup_line_id.delay
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if not aml.blocked:
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latest_level_without_lit = latest_level
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if aml.followup_line_id:
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latest_level = aml.followup_line_id.id
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latest_days = aml.followup_line_id.delay
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if not aml.blocked and latest_level_without_lit == False and aml.followup_line_id:
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latest_level_without_lit = aml.followup_line_id.id
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latest_days_without_lit = aml.followup_line_id.delay
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#If initial value < ...
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if latest_date and latest_level:
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if aml.followup_date > latest_date:
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latest_date = aml.followup_date
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if aml.followup_line_id.delay > latest_days:
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if aml.followup_line_id and aml.followup_line_id.delay > latest_days:
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latest_days = aml.followup_line_id.delay
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latest_level = aml.followup_line_id.id
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if not aml.blocked:
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latest_level_without_lit = latest_level
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res[partner.id] = {'latest_followup_date': latest_date,
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if not aml.blocked and latest_level_without_lit and aml.followup_line_id and aml.followup_line_id.delay > latest_days_without_lit:
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latest_days_without_lit = aml.followup_line_id.delay
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latest_level_without_lit = aml.followup_line_id.id
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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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#Problems company id? / Method necessary?
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def _get_next_followup_level_id(self, cr, uid, ids, name, arg, context=None):
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res = {}
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@ -323,7 +327,8 @@ class res_partner(osv.osv):
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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):
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if partner.email != '' and partner.email != ' ':
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print "Email", partner.email
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if partner.email != False and partner.email != '' and partner.email != ' ':
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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 :
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@ -134,13 +134,13 @@
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<label for="payment_next_action" string="Next Follow-up Action"/>
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<field name="payment_next_action_date" nolabel="1" class="oe_inline"/> <label string="-" attrs="{'invisible': ['|', ('payment_next_action_date', '=', False), ('payment_next_action', '=', False)]}"/>
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<field name="payment_next_action" class="oe_inline" nolabel="1" string="Next Follow-up action" placeholder="e.g. Give a phonecall, Check if he paid, ..."/>
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<span attrs="{'invisible':[('payment_responsible_id', '=', False)]}"> to be done by: </span> <field name="payment_responsible_id" placeholder="The user responsible for taking this action e.g. sales" class="oe_inline"/>
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<span attrs="{'invisible':[('payment_responsible_id', '=', False)]}"> to be done by: </span> <field name="payment_responsible_id" placeholder="The user responsible for taking this action e.g. sales" class="oe_inline"/>
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<span attrs="{'invisible':['|', ('payment_next_action_date', '!=', False), '|', ('payment_responsible_id', '!=', False), ('payment_next_action', '!=', False)]}">No action defined right now. </span>
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<br/>
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<button name="action_done" type="object" string="↳ Mark as Done"
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help="This button will clear the action, the action date and the responsible. " class="oe_link"
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attrs="{'invisible':['&',('payment_next_action_date','=', False), '&', ('payment_responsible_id','=', False), ('payment_next_action', '=', False)]}" />
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attrs="{'invisible':['&',('payment_next_action_date','=', False), '&', ('payment_responsible_id','=', False), ('payment_next_action', '=', False)]}"
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groups="res_security.group_partner_manager, account.group_account_user"/>
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</p>
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<!--attrs="{'invisible':['&',('payment_next_action_date','=', False), '&', ('payment_responsible_id','=', False), ('payment_next_action', '=', False)]}"-->
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<group>
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@ -64,7 +64,7 @@
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<field name="context">{'search_default_followup_level':1}</field>
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<field name="search_view_id" ref="view_account_followup_stat_search"/>
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</record>
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<menuitem id="menu_finance_followup" parent="account.menu_finance" name="Follow-up" groups="account.group_account_user"/>
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<menuitem id="menu_finance_followup" parent="account.menu_finance" name="Follow-up" groups="account.group_account_invoice"/>
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<menuitem action="action_followup_stat" id="menu_action_followup_stat_follow" parent="menu_finance_followup" groups="account.group_account_user" name="Follow-ups Done Report" sequence="10"/>
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</data>
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@ -167,7 +167,7 @@ class account_followup_print(osv.osv_memory):
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if partner.max_followup_id.send_letter:
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partner_ids_to_print.append(partner.id)
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nbprints += 1
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partner_obj.message_post(cr, uid, [partner.partner_id.id], body=_("Follow-up letter will be sent"), context=context)
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partner_obj.message_post(cr, uid, [partner.partner_id.id], body=_("Follow-up letter will be sent"), context=context)
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resulttext = resulttext + str(nbmails) + " emails sent (" + str(nbunknownmails) + " with unknown email) \n " + str(nbprints) + " letters in report \n " + str(nbmanuals) + " total manual action(s) assigned: \n \n"
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needprinting = False
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if nbprints > 0:
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@ -178,7 +178,7 @@ class account_followup_print(osv.osv_memory):
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action = partner_obj.do_partner_print(cr, uid, partner_ids_to_print, data, context)
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result['needprinting'] = needprinting
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result['resulttext'] = resulttext
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result['action'] = action or {}
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result['action'] = action or {}
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return result
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def do_update_followup_level(self, cr, uid, to_update, partner_list, date, context=None):
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@ -10,14 +10,13 @@
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<group col="4">
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<field name="followup_id" groups="base.group_multi_company"/>
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<field name="date" groups="base.group_no_one"/>
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</group>
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<p class = "oe_grey">
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This wizard will check the customers with overdue invoices and will execute the actions needed to
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send to the customer according to the Follow-up Levels defined. By clicking on the button, the emails will be sent
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a report will be generated for the letters. In the next screen you will see which actions were executed and be able to
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print the letters if there are any. Also the manual actions will be set when needed.
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</p>
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<footer>
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</group>
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<p class ="oe_grey">
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When you hit the button below, for every partner the most overdue invoice (without litigation) is checked.
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If the amount of days overdue is greater or equal than the amount of days specified by a next follow-up level,
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it will be updated to that next level and the actions of that level will be executed. (See Configuration > Follow-up Levels)
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</p>
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<footer>
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<button name="do_process" string="Send emails and generate letters" type="object" class="oe_highlight"/>
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or
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<button string="Cancel" class="oe_link" special="cancel"/>
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@ -38,6 +37,7 @@
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id="account_followup_print_menu"
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parent="menu_finance_followup"
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name = "Send Letters and Emails"
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groups = "account.group_account_user"
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sequence="2"/>
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<record id="account_followup_stat_by_partner_search" model="ir.ui.view">
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