[REN] followup to follow-up account_follow
bzr revid: jam@tinyerp.com-20120626071044-e8a6r5zpwcaynfhg
This commit is contained in:
Jigar Amin - OpenERP
parent
9ed6b7ddd0
commit
eed9aefba8
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@ -23,7 +23,7 @@ from osv import fields, osv
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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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_description = 'Account Follow-Up'
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_columns = {
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'name': fields.char('Name', size=64, required=True),
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'description': fields.text('Description'),
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@ -70,9 +70,9 @@
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<field name="model">account_followup.followup</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Followup">
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<search string="Search Follow-up">
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<group>
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<field name="name" string="Followup"/>
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<field name="name" string="Follow-up"/>
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<separator orientation="vertical"/>
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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</group>
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@ -86,11 +86,11 @@
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<field name="res_model">account_followup.followup</field>
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<field name="search_view_id" ref="view_account_followup_filter"/>
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<field name="view_type">form</field>
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<field name="help">Define follow up levels and their related messages and delay. For each step, specify the message and the day of delay. Use the legend to know the using code to adapt the email content to the good context (good name, good date) and you can manage the multi language of messages.</field>
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<field name="help">Define follow-up levels and their related messages and delay. For each step, specify the message and the day of delay. Use the legend to know the using code to adapt the email content to the good context (good name, good date) and you can manage the multi language of messages.</field>
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</record>
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<menuitem action="action_account_followup_definition_form" id="account_followup_menu" parent="account.menu_configuration_misc"/>
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<report auto="False" id="account_followup_followup_report" menu="False" model="account_followup.followup" name="account_followup.followup.print" rml="account_followup/report/account_followup_print.rml" string="Followup Report"/>
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<report auto="False" id="account_followup_followup_report" menu="False" model="account_followup.followup" name="account_followup.followup.print" rml="account_followup/report/account_followup_print.rml" string="Follow-up Report"/>
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<record id="account_move_line_partner_tree" model="ir.ui.view">
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<field name="name">account.move.line.partner.tree</field>
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@ -17,7 +17,7 @@ msgstr ""
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#. module: account_followup
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#: view:account_followup.followup:0
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msgid "Search Followup"
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msgid "Search Follow-up"
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msgstr ""
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#. module: account_followup
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@ -39,7 +39,7 @@ msgstr ""
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#. module: account_followup
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#: help:account.followup.print.all,test_print:0
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msgid "Check if you want to print followups without changing followups level."
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msgid "Check if you want to print follow-ups without changing follow-ups level."
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msgstr ""
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#. module: account_followup
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@ -80,7 +80,7 @@ msgstr ""
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#. module: account_followup
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#: model:ir.actions.act_window,help:account_followup.action_followup_stat
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msgid "Follow up on the reminders sent over to your partners for unpaid invoices."
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msgid "Follow-up on the reminders sent over to your partners for unpaid invoices."
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msgstr ""
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#. module: account_followup
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@ -91,7 +91,7 @@ msgstr ""
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#. module: account_followup
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#: view:account_followup.stat:0
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msgid "Follow up Entries with period in current year"
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msgid "Follow-up Entries with period in current year"
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msgstr ""
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#. module: account_followup
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@ -117,7 +117,7 @@ msgstr ""
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#. module: account_followup
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#: model:ir.actions.act_window,name:account_followup.action_account_followup_definition_form
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#: model:ir.ui.menu,name:account_followup.account_followup_menu
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msgid "Follow-Ups"
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msgid "Follow-ups"
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msgstr ""
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#. module: account_followup
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@ -175,7 +175,7 @@ msgstr ""
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#. module: account_followup
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#: model:ir.model,name:account_followup.model_account_followup_followup
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msgid "Account Follow Up"
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msgid "Account Follow-up"
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msgstr ""
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#. module: account_followup
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@ -227,7 +227,7 @@ msgstr ""
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#. module: account_followup
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#: field:account_followup.stat,date_followup:0
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#: field:account_followup.stat.by.partner,date_followup:0
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msgid "Latest followup"
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msgid "Latest follow-up"
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msgstr ""
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#. module: account_followup
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@ -269,7 +269,7 @@ msgstr ""
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#: model:ir.actions.act_window,name:account_followup.action_account_followup_print
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#: model:ir.actions.act_window,name:account_followup.action_account_followup_print_all
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#: model:ir.ui.menu,name:account_followup.account_followup_print_menu
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msgid "Send followups"
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msgid "Send follow-ups"
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msgstr ""
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#. module: account_followup
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@ -280,7 +280,7 @@ msgstr ""
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#. module: account_followup
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#: field:account_followup.followup.line,followup_id:0
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#: field:account_followup.stat,followup_id:0
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msgid "Follow Ups"
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msgid "Follow-ups"
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msgstr ""
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#. module: account_followup
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@ -308,7 +308,7 @@ msgstr ""
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#. module: account_followup
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#: model:ir.model,name:account_followup.model_account_followup_stat_by_partner
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msgid "Followup Statistics by Partner"
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msgid "Follow-up Statistics by Partner"
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msgstr ""
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#. module: account_followup
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@ -354,7 +354,7 @@ msgstr ""
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#. module: account_followup
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#: view:account.followup.print.all:0
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msgid "Print Follow Ups"
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msgid "Print Follow-ups"
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msgstr ""
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#. module: account_followup
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@ -364,7 +364,7 @@ msgstr ""
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#. module: account_followup
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#: model:ir.model,name:account_followup.model_account_followup_stat
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msgid "Followup Statistics"
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msgid "Follow-up Statistics"
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msgstr ""
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#. module: account_followup
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@ -453,7 +453,7 @@ msgstr ""
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#. module: account_followup
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#: model:ir.model,name:account_followup.model_account_followup_print
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#: model:ir.model,name:account_followup.model_account_followup_print_all
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msgid "Print Followup & Send Mail to Customers"
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msgid "Print Follow-up & Send Mail to Customers"
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msgstr ""
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#. module: account_followup
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@ -464,7 +464,7 @@ msgstr ""
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#. module: account_followup
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#: model:ir.actions.report.xml,name:account_followup.account_followup_followup_report
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msgid "Followup Report"
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msgid "Follow-up Report"
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msgstr ""
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#. module: account_followup
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@ -480,7 +480,7 @@ msgstr ""
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#. module: account_followup
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#: code:addons/account_followup/wizard/account_followup_print.py:307
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#, python-format
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msgid "Followup Summary"
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msgid "Follow-up Summary"
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msgstr ""
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#. module: account_followup
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@ -496,7 +496,7 @@ msgstr ""
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#. module: account_followup
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#: field:account_followup.stat.by.partner,max_followup_id:0
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msgid "Max Follow Up Level"
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msgid "Max Follow-Up Level"
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msgstr ""
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#. module: account_followup
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@ -511,7 +511,7 @@ msgstr ""
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#. module: account_followup
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#: model:ir.actions.act_window,help:account_followup.action_account_followup_definition_form
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msgid "Define follow up levels and their related messages and delay. For each step, specify the message and the day of delay. Use the legend to know the using code to adapt the email content to the good context (good name, good date) and you can manage the multi language of messages."
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msgid "Define follow-up levels and their related messages and delay. For each step, specify the message and the day of delay. Use the legend to know the using code to adapt the email content to the good context (good name, good date) and you can manage the multi language of messages."
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msgstr ""
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#. module: account_followup
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@ -545,7 +545,7 @@ msgstr ""
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#. module: account_followup
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#: view:account_followup.stat:0
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msgid "Followup Level"
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msgid "Follow-up Level"
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msgstr ""
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#. module: account_followup
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@ -556,7 +556,7 @@ msgstr ""
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#. module: account_followup
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#: constraint:account_followup.followup:0
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msgid "Only One Followup by Company."
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msgid "Only One Follow-up by Company."
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msgstr ""
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#. module: account_followup
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@ -682,7 +682,7 @@ msgstr ""
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#. module: account_followup
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#: view:account_followup.stat:0
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msgid "Latest Followup Date"
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msgid "Latest Follow-up Date"
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msgstr ""
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#. module: account_followup
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@ -1,6 +1,6 @@
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<?xml version="1.0"?>
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<document filename="Account Followup.pdf">
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<template title="Account Followup" author="OpenERP S.A. (sales@openerp.com)" allowSplitting="20">
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<document filename="Account Follow-up.pdf">
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<template title="Account Follow-up" author="OpenERP S.A. (sales@openerp.com)" allowSplitting="20">
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<pageTemplate id="first">
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<frame id="first" x1="31.0" y1="28.0" width="532" height="786"/>
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</pageTemplate>
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@ -24,7 +24,7 @@ import tools
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class account_followup_stat(osv.osv):
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_name = "account_followup.stat"
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_description = "Followup Statistics"
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_description = "Follow-up Statistics"
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_rec_name = 'partner_id'
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_auto = False
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_columns = {
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@ -47,7 +47,7 @@
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<filter icon="terp-go-year" string="This Fiscal year"
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name="fiscalyear"
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domain="[('period_id','in','current_year')]"
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help="Follow up Entries with period in current year"/>
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help="Follow-up Entries with period in current year"/>
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<separator orientation="vertical"/>
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<filter icon="terp-camera_test" string="Not Litigation"
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domain="[('blocked','=', False)]"
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@ -62,8 +62,8 @@
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<separator orientation="vertical"/>
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<filter string="Litigation" icon="terp-camera_test" context="{'group_by':'blocked'}" />
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<separator orientation="vertical"/>
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<filter string="Followup Level" icon="terp-stock_effects-object-colorize" name="followup_level" context="{'group_by':'followup_id'}" />
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<filter string="Latest Followup Date" icon="terp-go-month" context="{'group_by':'date_followup'}" />
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<filter string="Follow-up Level" icon="terp-stock_effects-object-colorize" name="followup_level" context="{'group_by':'followup_id'}" />
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<filter string="Latest Follow-up Date" icon="terp-go-month" context="{'group_by':'date_followup'}" />
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<separator orientation="vertical" groups="base.group_multi_company"/>
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<filter string="Company" groups="base.group_multi_company" icon="terp-go-home" context="{'group_by':'company_id'}" />
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</group>
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<field name="view_mode">tree,graph</field>
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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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<field name="help">Follow up on the reminders sent over to your partners for unpaid invoices.</field>
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<field name="help">Follow-up on the reminders sent over to your partners for unpaid invoices.</field>
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</record>
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<menuitem action="action_followup_stat" id="menu_action_followup_stat_follow" parent="account.next_id_22" groups="account.group_account_user"/>
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@ -3,14 +3,14 @@
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<data>
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<record id="account_followup_comp_rule" model="ir.rule">
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<field name="name">Account Followup multi company rule</field>
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<field name="name">Account Follow-up multi company rule</field>
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<field model="ir.model" name="model_id" ref="model_account_followup_followup"/>
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<field eval="True" name="global"/>
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<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
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</record>
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<record id="account_followup_stat_by_partner_comp_rule" model="ir.rule">
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<field name="name">Account Followup Statistics by Partner Rule</field>
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<field name="name">Account Follow-up Statistics by Partner Rule</field>
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<field ref="model_account_followup_stat_by_partner" name="model_id"/>
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<field eval="True" name="global"/>
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<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
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@ -1,23 +1,23 @@
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-
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In order to test account followup module in OpenERP, I change the state of invoice to "open".
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In order to test account follow-up module in OpenERP, I change the state of invoice to "open".
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-
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!record {model: account.invoice, id: account.demo_invoice_0}:
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check_total: 14.0
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-
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!workflow {model: account.invoice, action: invoice_open, ref: account.demo_invoice_0}
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-
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I create a followup.
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I create a follow-up.
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-
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!record {model: account.followup.print, id: account_followup_print_0}:
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{}
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-
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I select the followup to send it to the partner.
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I select the follow-up to send it to the partner.
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-
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!python {model: account.followup.print}: |
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self.do_continue(cr, uid, [ref("account_followup_print_0")], {"active_ids": [ref("account_followup.account_followup_print_menu")], "active_id": ref("account_followup.account_followup_print_menu"),
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})
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-
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I select partners whom I want to send followups.
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I select partners whom I want to send follow-ups.
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-
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!record {model: account.followup.print.all, id: account_followup_print_all_0}:
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email_body: 'Date : %(date)s\n\nDear %(partner_name)s,\n\nPlease find in attachment
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- base.res_partner_desertic_hispafuentes
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partner_lang: 1
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-
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I send a followup mail to partner.
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I send a follow-up mail to partner.
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-
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!python {model: account.followup.print.all}: |
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import time
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-
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In order to test the report I print followup report.
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In order to test the report I print follow-up report.
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-
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!python {model: account.followup.print.all}: |
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import time
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ctx = {'form_view_ref':'account_followup.view_account_followup_print_all', 'followup_id': ref('account_followup.demo_followup1'),'date': time.strftime('%Y-%m-%d'),'model': 'account_followup.followup','active_ids':[ref('account_followup_print_all_0')], 'company_id':ref('base.main_company')}
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data_dict = {'email_conf': 1}
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from tools import test_reports
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test_reports.try_report_action(cr, uid, 'action_account_followup_print_all', context=ctx, wiz_data=data_dict,wiz_buttons=["Print Follow Ups"], our_module='account_followup')
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test_reports.try_report_action(cr, uid, 'action_account_followup_print_all', context=ctx, wiz_data=data_dict,wiz_buttons=["Print Follow-ups"], our_module='account_followup')
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class account_followup_print(osv.osv_memory):
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_name = 'account.followup.print'
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_description = 'Print Followup & Send Mail to Customers'
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_description = 'Print Follow-up & Send Mail to Customers'
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_columns = {
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'date': fields.date('Follow-up Sending Date', required=True, help="This field allow you to select a forecast date to plan your follow-ups"),
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'followup_id': fields.many2one('account_followup.followup', 'Follow-up', required=True),
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class account_followup_stat_by_partner(osv.osv):
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_name = "account_followup.stat.by.partner"
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_description = "Followup Statistics by Partner"
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_description = "Follow-up Statistics by Partner"
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_rec_name = 'partner_id'
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_auto = False
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_columns = {
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'partner_id': fields.many2one('res.partner', 'Partner', readonly=True),
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'date_move':fields.date('First move', readonly=True),
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'date_move_last':fields.date('Last move', readonly=True),
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'date_followup':fields.date('Latest followup', readonly=True),
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'date_followup':fields.date('Latest follow-up', readonly=True),
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'max_followup_id': fields.many2one('account_followup.followup.line',
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'Max Follow Up Level', readonly=True, ondelete="cascade"),
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'balance':fields.float('Balance', readonly=True),
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@ -90,7 +90,7 @@ class account_followup_stat_by_partner(osv.osv):
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# Here we don't have other choice but to create a virtual ID based on the concatenation
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# of the partner_id and the company_id, because if a partner is shared between 2 companies,
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# we want to see 2 lines for him in this table. It means that both company should be able
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# to send him followups separately . An assumption that the number of companies will not
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# to send him follow-ups separately . An assumption that the number of companies will not
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# reach 10 000 records is made, what should be enough for a time.
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cr.execute("""
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create or replace view account_followup_stat_by_partner as (
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@ -118,7 +118,7 @@ account_followup_stat_by_partner()
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class account_followup_print_all(osv.osv_memory):
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_name = 'account.followup.print.all'
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_description = 'Print Followup & Send Mail to Customers'
|
||||
_description = 'Print Follow-up & Send Mail to Customers'
|
||||
_columns = {
|
||||
'partner_ids': fields.many2many('account_followup.stat.by.partner', 'partner_stat_rel', 'osv_memory_id', 'partner_id', 'Partners', required=True),
|
||||
'email_conf': fields.boolean('Send email confirmation'),
|
||||
|
|
@ -126,7 +126,7 @@ class account_followup_print_all(osv.osv_memory):
|
|||
'partner_lang': fields.boolean('Send Email in Partner Language', help='Do not change message text, if you want to send email in partner language, or configure from company'),
|
||||
'email_body': fields.text('Email body'),
|
||||
'summary': fields.text('Summary', required=True, readonly=True),
|
||||
'test_print': fields.boolean('Test Print', help='Check if you want to print followups without changing followups level.')
|
||||
'test_print': fields.boolean('Test Print', help='Check if you want to print follow-ups without changing follow-ups level.')
|
||||
}
|
||||
def _get_summary(self, cr, uid, context=None):
|
||||
if context is None:
|
||||
|
|
|
|||
|
|
@ -7,7 +7,7 @@
|
|||
<field name="model">account.followup.print</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Send followups" version="7.0">
|
||||
<form string="Send follow-ups" version="7.0">
|
||||
<header>
|
||||
<button name="do_continue" string="Continue" colspan="1" type="object" icon="gtk-ok"/>
|
||||
<button special="cancel" string="Cancel" icon='gtk-cancel'/>
|
||||
|
|
@ -23,7 +23,7 @@
|
|||
</record>
|
||||
|
||||
<record id="action_account_followup_print" model="ir.actions.act_window">
|
||||
<field name="name">Send followups</field>
|
||||
<field name="name">Send follow-ups</field>
|
||||
<field name="type">ir.actions.act_window</field>
|
||||
<field name="res_model">account.followup.print</field>
|
||||
<field name="view_type">form</field>
|
||||
|
|
@ -75,7 +75,7 @@
|
|||
<field name="model">account.followup.print.all</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Send followups" version="7.0">
|
||||
<form string="Send follow-ups" version="7.0">
|
||||
<header>
|
||||
<button name="do_mail" string="Send Mails" colspan="1" type="object" icon="gtk-execute"/>
|
||||
<button name="do_print" string="Print Follow Ups" colspan="1" type="object" icon="gtk-print"/>
|
||||
|
|
@ -126,7 +126,7 @@
|
|||
</record>
|
||||
|
||||
<record id="action_account_followup_print_all" model="ir.actions.act_window">
|
||||
<field name="name">Send followups</field>
|
||||
<field name="name">Send follow-ups</field>
|
||||
<field name="type">ir.actions.act_window</field>
|
||||
<field name="res_model">account.followup.print.all</field>
|
||||
<field name="view_type">form</field>
|
||||
|
|
|
|||
Loading…
Reference in New Issue