odoo/addons/account_followup/test/account_followup.yml

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4.4 KiB
YAML

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In order to test account followup module in OpenERP I create a FollowUp structure
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!record {model: account_followup.followup, id: account_followup_followup_testfollowups0}:
description: First letter after 15 net days, 30 net days and 45 days end of month levels.
followup_line:
- delay: 15
name: 'level 0: 15 days'
sequence: 0
start: days
description: Dear %(partner_name)s,\n\nException made if there was a mistake
of ours, it seems that the following amount staid unpaid. Please, take appropriate
measures in order to carry out this payment in the next 1 days.\n\nWould your
payment have been carried out after this mail was sent, please consider the
present one as void. Do not hesitate to contact our accounting department at
(+32).10.68.94.39.\n\nBest Regards,\n
- delay: 30
name: 'level1: 30 days'
sequence: 1
start: days
description: Dear %(partner_name)s,\n\nException made if there was a mistake
of ours, it seems that the following amount staid unpaid. Please, take appropriate
measures in order to carry out this payment in the next 2 days.\n\nWould your
payment have been carried out after this mail was sent, please consider the
present one as void. Do not hesitate to contact our accounting department at
(+32).10.68.94.39.\n\nBest Regards,\n
- delay: 45
name: 'level 2: 45 days'
sequence: 2
start: days
description: Dear %(partner_name)s,\n\nException made if there was a mistake
of ours, it seems that the following amount staid unpaid. Please, take appropriate
measures in order to carry out this payment in the next 3 days.\n\nWould your
payment have been carried out after this mail was sent, please consider the
present one as void. Do not hesitate to contact our accounting department at
(+32).10.68.94.39.\n\nBest Regards,
name: My followups
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I create an invoice
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!record {model: account.invoice, id: account_invoice_followup}:
account_id: account.a_recv
address_contact_id: base.res_partner_address_3000
address_invoice_id: base.res_partner_address_3000
company_id: base.main_company
currency_id: base.EUR
invoice_line:
- account_id: account.a_sale
name: '[PC1] Basic PC'
price_unit: 450.0
quantity: 1.0
product_id: product.product_product_pc1
uos_id: product.product_uom_unit
journal_id: account.sales_journal
partner_id: base.res_partner_desertic_hispafuentes
reference_type: none
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I change the state of the invoice using create button
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!workflow {model: account.invoice, action: invoice_open, ref: account_invoice_followup}
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I create a send followup record
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!record {model: account.followup.print, id: account_followup_print_0}:
date: !eval time.strftime('%Y-%m-%d')
followup_id: account_followup_followup_testfollowups0
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I Select Followup and clicked on Continue Button
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!python {model: account.followup.print}: |
self.do_continue(cr, uid, [ref("account_followup_print_0")], {"lang": 'en_US',
"active_model": "ir.ui.menu", "active_ids": [ref("account_followup.account_followup_print_menu")],
"tz": False, "active_id": ref("account_followup.account_followup_print_menu"),
})
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I select partners whom I want to send followups
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!record {model: account.followup.print.all, id: account_followup_print_all_0}:
email_body: 'Date : %(date)s\n\nDear %(partner_name)s,\n\nPlease find in attachment
a reminder of all your unpaid invoices, for a total amount due of:\n\n%(followup_amount).2f
%(company_currency)s\n\nThanks,\n--\n%(user_signature)s\n%(company_name)s'
email_subject: Invoices Reminder
partner_ids:
- base.res_partner_desertic_hispafuentes
partner_lang: 1
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I clicked on Print Follow Ups to print Followups reports
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!python {model: account.followup.print.all}: |
import time
self.do_print(cr, uid, [ref("account_followup_print_all_0")], {"lang": 'en_US',
"active_model": "ir.ui.menu", "active_ids": [ref("account_followup.account_followup_print_menu")],
"tz": False, "date": time.strftime('%Y-%m-%d'), "followup_id": ref("account_followup_followup_testfollowups0"), "active_id": ref("account_followup.account_followup_print_menu"),
})