# -*- coding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-2010 Tiny SPRL (). # # This program is free software: you can redistribute it and/or modify # 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. # # 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 # GNU Affero General Public License for more details. # # You should have received a copy of the GNU Affero General Public License # along with this program. If not, see . # ############################################################################## import datetime import time import tools from osv import fields, osv from tools.translate import _ class account_followup_print(osv.osv_memory): _name = 'account.followup.print' _description = 'Print Followup & Send Mail to Customers' _columns = { 'date': fields.date('Follow-up Sending Date', required=True, help="This field allow you to select a forecast date to plan your follow-ups"), 'followup_id': fields.many2one('account_followup.followup', 'Follow-up', required=True), } def _get_followup(self, cr, uid, context=None): if context is None: context = {} if context.get('active_model', 'ir.ui.menu') == 'account_followup.followup': return context.get('active_id', False) company_id = self.pool.get('res.users').browse(cr, uid, uid, context=context).company_id.id followp_id = self.pool.get('account_followup.followup').search(cr, uid, [('company_id', '=', company_id)], context=context) return followp_id and followp_id[0] or False def do_continue(self, cr, uid, ids, context=None): mod_obj = self.pool.get('ir.model.data') if context is None: context = {} data = self.browse(cr, uid, ids, context=context)[0] model_data_ids = mod_obj.search(cr, uid, [('model','=','ir.ui.view'),('name','=','view_account_followup_print_all')], context=context) resource_id = mod_obj.read(cr, uid, model_data_ids, fields=['res_id'], context=context)[0]['res_id'] context.update({'followup_id': data.followup_id.id, 'date': data.date, 'company_id': data.followup_id.company_id.id}) return { 'name': _('Select Partners'), 'view_type': 'form', 'context': context, 'view_mode': 'tree,form', 'res_model': 'account.followup.print.all', 'views': [(resource_id,'form')], 'type': 'ir.actions.act_window', 'target': 'new', } _defaults = { 'date': lambda *a: time.strftime('%Y-%m-%d'), 'followup_id': _get_followup, } account_followup_print() class account_followup_stat_by_partner(osv.osv): _name = "account_followup.stat.by.partner" _description = "Followup Statistics by Partner" _rec_name = 'partner_id' _auto = False _columns = { 'partner_id': fields.many2one('res.partner', 'Partner', readonly=True), 'date_move':fields.date('First move', readonly=True), 'date_move_last':fields.date('Last move', readonly=True), 'date_followup':fields.date('Latest followup', readonly=True), 'max_followup_id': fields.many2one('account_followup.followup.line', 'Max Follow Up Level', readonly=True, ondelete="cascade"), 'balance':fields.float('Balance', readonly=True), 'company_id': fields.many2one('res.company', 'Company', readonly=True), } def init(self, cr): tools.drop_view_if_exists(cr, 'account_followup_stat_by_partner') # Here we don't have other choice but to create a virtual ID based on the concatenation # of the partner_id and the company_id, because if a partner is shared between 2 companies, # we want to see 2 lines for him in this table. It means that both company should be able # to send him followups separately . An assumption that the number of companies will not # reach 10 000 records is made, what should be enough for a time. cr.execute(""" create or replace view account_followup_stat_by_partner as ( SELECT l.partner_id * 10000 + l.company_id as id, l.partner_id AS partner_id, min(l.date) AS date_move, max(l.date) AS date_move_last, max(l.followup_date) AS date_followup, max(l.followup_line_id) AS max_followup_id, sum(l.debit - l.credit) AS balance, l.company_id as company_id FROM account_move_line l LEFT JOIN account_account a ON (l.account_id = a.id) WHERE a.active AND a.type = 'receivable' AND l.reconcile_id is NULL AND l.partner_id IS NOT NULL GROUP BY l.partner_id, l.company_id )""") account_followup_stat_by_partner() class account_followup_print_all(osv.osv_memory): _name = 'account.followup.print.all' _description = 'Print Followup & 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'), 'email_subject': fields.char('Email Subject', size=64), '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.') } def _get_summary(self, cr, uid, context=None): if context is None: context = {} return context.get('summary', '') def _get_partners(self, cr, uid, context=None): return self._get_partners_followp(cr, uid, [], context=context)['partner_ids'] def _get_msg(self, cr, uid, context=None): return self.pool.get('res.users').browse(cr, uid, uid, context=context).company_id.follow_up_msg _defaults = { 'email_body': _get_msg, 'email_subject': _('Invoices Reminder'), 'partner_lang': True, 'partner_ids': _get_partners, 'summary': _get_summary, } def _get_partners_followp(self, cr, uid, ids, context=None): data = {} if context is None: context = {} if ids: data = self.browse(cr, uid, ids, context=context)[0] company_id = 'company_id' in context and context['company_id'] or data.company_id.id cr.execute( "SELECT l.partner_id, l.followup_line_id,l.date_maturity, l.date, l.id "\ "FROM account_move_line AS l "\ "LEFT JOIN account_account AS a "\ "ON (l.account_id=a.id) "\ "WHERE (l.reconcile_id IS NULL) "\ "AND (a.type='receivable') "\ "AND (l.state<>'draft') "\ "AND (l.partner_id is NOT NULL) "\ "AND (a.active) "\ "AND (l.debit > 0) "\ "AND (l.company_id = %s) "\ "ORDER BY l.date", (company_id,)) move_lines = cr.fetchall() old = None fups = {} fup_id = 'followup_id' in context and context['followup_id'] or data.followup_id.id date = 'date' in context and context['date'] or data.date current_date = datetime.date(*time.strptime(date, '%Y-%m-%d')[:3]) cr.execute( "SELECT * "\ "FROM account_followup_followup_line "\ "WHERE followup_id=%s "\ "ORDER BY delay", (fup_id,)) for result in cr.dictfetchall(): delay = datetime.timedelta(days=result['delay']) fups[old] = (current_date - delay, result['id']) if result['start'] == 'end_of_month': fups[old][0].replace(day=1) old = result['id'] fups[old] = (datetime.date(datetime.MAXYEAR, 12, 31), old) partner_list = [] to_update = {} for partner_id, followup_line_id, date_maturity,date, id in move_lines: if not partner_id: continue if followup_line_id not in fups: continue stat_line_id = partner_id * 10000 + company_id if date_maturity: if date_maturity <= fups[followup_line_id][0].strftime('%Y-%m-%d'): if stat_line_id not in partner_list: partner_list.append(stat_line_id) to_update[str(id)]= {'level': fups[followup_line_id][1], 'partner_id': stat_line_id} elif date and date <= fups[followup_line_id][0].strftime('%Y-%m-%d'): if stat_line_id not in partner_list: partner_list.append(stat_line_id) to_update[str(id)]= {'level': fups[followup_line_id][1], 'partner_id': stat_line_id} return {'partner_ids': partner_list, 'to_update': to_update} def do_mail(self, cr, uid, ids, context=None): mod_obj = self.pool.get('ir.model.data') move_obj = self.pool.get('account.move.line') user_obj = self.pool.get('res.users') line_obj = self.pool.get('account_followup.stat') mail_message = self.pool.get('mail.message') if context is None: context = {} data = self.browse(cr, uid, ids, context=context)[0] stat_by_partner_line_ids = [partner_id.id for partner_id in data.partner_ids] partners = [stat_by_partner_line / 10000 for stat_by_partner_line in stat_by_partner_line_ids] model_data_ids = mod_obj.search(cr, uid, [('model','=','ir.ui.view'),('name','=','view_account_followup_print_all_msg')], context=context) resource_id = mod_obj.read(cr, uid, model_data_ids, fields=['res_id'], context=context)[0]['res_id'] if data.email_conf: msg_sent = '' msg_unsent = '' data_user = user_obj.browse(cr, uid, uid, context=context) for partner in self.pool.get('res.partner').browse(cr, uid, partners, context=context): ids_lines = move_obj.search(cr,uid,[('partner_id','=',partner.id),('reconcile_id','=',False),('account_id.type','in',['receivable']),('company_id','=',context.get('company_id', False))]) data_lines = move_obj.browse(cr, uid, ids_lines, context=context) total_amt = 0.0 for line in data_lines: total_amt += line.debit - line.credit dest = False if partner.address: for adr in partner.address: if adr.type=='contact': if adr.email: dest = [adr.email] if (not dest) and adr.type=='default': if adr.email: dest = [adr.email] src = tools.config.options['email_from'] if not data.partner_lang: body = data.email_body else: cxt = context.copy() cxt['lang'] = partner.lang body = user_obj.browse(cr, uid, uid, context=cxt).company_id.follow_up_msg move_line = '' subtotal_due = 0.0 subtotal_paid = 0.0 subtotal_maturity = 0.0 balance = 0.0 l = '--------------------------------------------------------------------------------------------------------------------------' head = l+ '\n' + 'Date'.rjust(10) + '\t' + 'Description'.rjust(10) + '\t' + 'Ref'.rjust(10) + '\t' + 'Due date'.rjust(10) + '\t' + 'Due'.rjust(10) + '\t' + 'Paid'.rjust(10) + '\t' + 'Maturity'.rjust(10) + '\t' + 'Litigation'.rjust(10) + '\n' + l for i in data_lines: maturity = 0.00 if i.date_maturity < time.strftime('%Y-%m-%d') and (i.debit - i.credit): maturity = i.debit - i.credit subtotal_due = subtotal_due + i.debit subtotal_paid = subtotal_paid + i.credit subtotal_maturity = subtotal_maturity + int(maturity) balance = balance + (i.debit - i.credit) move_line = move_line + (i.date).rjust(10) + '\t'+ (i.name).rjust(10) + '\t'+ (i.ref or '').rjust(10) + '\t' + (i.date_maturity or '').rjust(10) + '\t' + str(i.debit).rjust(10) + '\t' + str(i.credit).rjust(10) + '\t' + str(maturity).rjust(10) + '\t' + str(i.blocked).rjust(10) + '\n' move_line = move_line + l + '\n'+ '\t\t\t' + 'Sub total'.rjust(35) + '\t' + (str(subtotal_due) or '').rjust(10) + '\t' + (str(subtotal_paid) or '').rjust(10) + '\t' + (str(subtotal_maturity) or '').rjust(10)+ '\n' move_line = move_line + '\t\t\t' + 'Balance'.rjust(33) + '\t' + str(balance).rjust(10) + '\n' + l val = { 'partner_name':partner.name, 'followup_amount':total_amt, 'user_signature':data_user.name, 'company_name':data_user.company_id.name, 'company_currency':data_user.company_id.currency_id.name, 'line':move_line, 'heading': head, 'date':time.strftime('%Y-%m-%d'), } body = body%val sub = tools.ustr(data.email_subject) msg = '' if dest: try: mail_message.schedule_with_attach(cr, uid, src, dest, sub, body, context=context) msg_sent += partner.name + '\n' except Exception, e: raise osv.except_osv('Error !', e ) else: msg += partner.name + '\n' msg_unsent += msg if not msg_unsent: summary = _("All E-mails have been successfully sent to Partners:.\n\n%s") % msg_sent else: msg_unsent = _("E-Mail not sent to following Partners, E-mail not available !\n\n%s") % msg_unsent msg_sent = msg_sent and _("\n\nE-Mail sent to following Partners successfully. !\n\n%s") % msg_sent line = '==========================================================================' summary = msg_unsent + line + msg_sent context.update({'summary': summary}) else: context.update({'summary': '\n\n\nE-Mail has not been sent to any partner. If you want to send it, please tick send email confirmation on wizard.'}) return { 'name': _('Followup Summary'), 'view_type': 'form', 'context': context, 'view_mode': 'tree,form', 'res_model': 'account.followup.print.all', 'views': [(resource_id,'form')], 'type': 'ir.actions.act_window', 'target': 'new', 'nodestroy': True } def do_print(self, cr, uid, ids, context=None): if context is None: context = {} data = self.read(cr, uid, ids, [], context=context)[0] res = self._get_partners_followp(cr, uid, ids, context)['to_update'] to_update = res data['followup_id'] = 'followup_id' in context and context['followup_id'] or False date = 'date' in context and context['date'] or data['date'] if not data['test_print']: for id in to_update.keys(): if to_update[id]['partner_id'] in data['partner_ids']: cr.execute( "UPDATE account_move_line "\ "SET followup_line_id=%s, followup_date=%s "\ "WHERE id=%s", (to_update[id]['level'], date, int(id),)) data.update({'date': context['date']}) datas = { 'ids': [], 'model': 'account_followup.followup', 'form': data } return { 'type': 'ir.actions.report.xml', 'report_name': 'account_followup.followup.print', 'datas': datas, } account_followup_print_all() # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: