346 lines
17 KiB
Python
346 lines
17 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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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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import tools
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from osv import fields, osv
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from tools.translate import _
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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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_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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}
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def _get_followup(self, cr, uid, context=None):
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if context is None:
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context = {}
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if context.get('active_model', 'ir.ui.menu') == 'account_followup.followup':
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return context.get('active_id', False)
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company_id = self.pool.get('res.users').browse(cr, uid, uid, context=context).company_id.id
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followp_id = self.pool.get('account_followup.followup').search(cr, uid, [('company_id', '=', company_id)], context=context)
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return followp_id and followp_id[0] or False
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def do_continue(self, cr, uid, ids, context=None):
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mod_obj = self.pool.get('ir.model.data')
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if context is None:
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context = {}
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data = self.browse(cr, uid, ids, context=context)[0]
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model_data_ids = mod_obj.search(cr, uid, [('model','=','ir.ui.view'),('name','=','view_account_followup_print_all')], context=context)
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resource_id = mod_obj.read(cr, uid, model_data_ids, fields=['res_id'], context=context)[0]['res_id']
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context.update({'followup_id': data.followup_id.id, 'date': data.date, 'company_id': data.followup_id.company_id.id})
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return {
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'name': _('Select Partners'),
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'view_type': 'form',
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'context': context,
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'view_mode': 'tree,form',
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'res_model': 'account.followup.print.all',
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'views': [(resource_id,'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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_defaults = {
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'date': lambda *a: time.strftime('%Y-%m-%d'),
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'followup_id': _get_followup,
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}
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account_followup_print()
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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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_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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'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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'company_id': fields.many2one('res.company', 'Company', readonly=True),
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}
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'account_followup_stat_by_partner')
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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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# 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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SELECT
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l.partner_id * 10000 + l.company_id as id,
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l.partner_id AS partner_id,
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min(l.date) AS date_move,
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max(l.date) AS date_move_last,
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max(l.followup_date) AS date_followup,
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max(l.followup_line_id) AS max_followup_id,
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sum(l.debit - l.credit) AS balance,
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l.company_id as company_id
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FROM
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account_move_line l
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LEFT JOIN account_account a ON (l.account_id = a.id)
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WHERE
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a.active AND
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a.type = 'receivable' AND
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l.reconcile_id is NULL AND
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l.partner_id IS NOT NULL
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GROUP BY
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l.partner_id, l.company_id
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)""")
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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'
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_columns = {
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'partner_ids': fields.many2many('account_followup.stat.by.partner', 'partner_stat_rel', 'osv_memory_id', 'partner_id', 'Partners', required=True),
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'email_conf': fields.boolean('Send email confirmation'),
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'email_subject': fields.char('Email Subject', size=64),
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'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'),
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'email_body': fields.text('Email body'),
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'summary': fields.text('Summary', required=True, readonly=True),
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'test_print': fields.boolean('Test Print', help='Check if you want to print followups without changing followups level.')
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}
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def _get_summary(self, cr, uid, context=None):
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if context is None:
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context = {}
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return context.get('summary', '')
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def _get_partners(self, cr, uid, context=None):
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return self._get_partners_followp(cr, uid, [], context=context)['partner_ids']
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def _get_msg(self, cr, uid, context=None):
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return self.pool.get('res.users').browse(cr, uid, uid, context=context).company_id.follow_up_msg
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_defaults = {
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'email_body': _get_msg,
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'email_subject': _('Invoices Reminder'),
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'partner_lang': True,
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'partner_ids': _get_partners,
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'summary': _get_summary,
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}
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def _get_partners_followp(self, cr, uid, ids, context=None):
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data = {}
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if context is None:
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context = {}
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if ids:
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data = self.browse(cr, uid, ids, context=context)[0]
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company_id = 'company_id' in context and context['company_id'] or data.company_id.id
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cr.execute(
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"SELECT l.partner_id, l.followup_line_id,l.date_maturity, l.date, l.id "\
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"FROM account_move_line AS l "\
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"LEFT JOIN account_account AS a "\
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"ON (l.account_id=a.id) "\
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"WHERE (l.reconcile_id IS NULL) "\
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"AND (a.type='receivable') "\
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"AND (l.state<>'draft') "\
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"AND (l.partner_id is NOT NULL) "\
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"AND (a.active) "\
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"AND (l.debit > 0) "\
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"AND (l.company_id = %s) "\
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"ORDER BY l.date", (company_id,))
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move_lines = cr.fetchall()
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old = None
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fups = {}
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fup_id = 'followup_id' in context and context['followup_id'] or data.followup_id.id
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date = 'date' in context and context['date'] or data.date
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current_date = datetime.date(*time.strptime(date,
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'%Y-%m-%d')[:3])
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cr.execute(
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"SELECT * "\
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"FROM account_followup_followup_line "\
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"WHERE followup_id=%s "\
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"ORDER BY delay", (fup_id,))
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for result in cr.dictfetchall():
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delay = datetime.timedelta(days=result['delay'])
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fups[old] = (current_date - delay, result['id'])
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if result['start'] == 'end_of_month':
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fups[old][0].replace(day=1)
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old = result['id']
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fups[old] = (datetime.date(datetime.MAXYEAR, 12, 31), old)
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partner_list = []
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to_update = {}
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for partner_id, followup_line_id, date_maturity,date, id in move_lines:
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if not partner_id:
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continue
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if followup_line_id not in fups:
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continue
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stat_line_id = partner_id * 10000 + company_id
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if date_maturity:
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if date_maturity <= fups[followup_line_id][0].strftime('%Y-%m-%d'):
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if stat_line_id not in partner_list:
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partner_list.append(stat_line_id)
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to_update[str(id)]= {'level': fups[followup_line_id][1], 'partner_id': stat_line_id}
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elif date and date <= fups[followup_line_id][0].strftime('%Y-%m-%d'):
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if stat_line_id not in partner_list:
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partner_list.append(stat_line_id)
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to_update[str(id)]= {'level': fups[followup_line_id][1], 'partner_id': stat_line_id}
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return {'partner_ids': partner_list, 'to_update': to_update}
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def do_mail(self ,cr, uid, ids, context=None):
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mod_obj = self.pool.get('ir.model.data')
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move_obj = self.pool.get('account.move.line')
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user_obj = self.pool.get('res.users')
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line_obj = self.pool.get('account_followup.stat')
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mail_message = self.pool.get('mail.message')
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if context is None:
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context = {}
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data = self.browse(cr, uid, ids, context=context)[0]
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stat_by_partner_line_ids = [partner_id.id for partner_id in data.partner_ids]
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partners = [stat_by_partner_line / 10000 for stat_by_partner_line in stat_by_partner_line_ids]
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model_data_ids = mod_obj.search(cr, uid, [('model','=','ir.ui.view'),('name','=','view_account_followup_print_all_msg')], context=context)
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resource_id = mod_obj.read(cr, uid, model_data_ids, fields=['res_id'], context=context)[0]['res_id']
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if data.email_conf:
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msg_sent = ''
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msg_unsent = ''
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data_user = user_obj.browse(cr, uid, uid, context=context)
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for partner in self.pool.get('res.partner').browse(cr, uid, partners, context=context):
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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))])
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data_lines = move_obj.browse(cr, uid, ids_lines, context=context)
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total_amt = 0.0
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for line in data_lines:
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total_amt += line.debit - line.credit
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dest = False
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if partner:
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if partner.type=='contact':
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if adr.email:
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dest = [partner.email]
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if (not dest) and partner.type=='default':
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if partner.email:
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dest = [partner.email]
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src = tools.config.options['email_from']
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if not data.partner_lang:
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body = data.email_body
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else:
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cxt = context.copy()
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cxt['lang'] = partner.lang
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body = user_obj.browse(cr, uid, uid, context=cxt).company_id.follow_up_msg
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move_line = ''
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subtotal_due = 0.0
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subtotal_paid = 0.0
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subtotal_maturity = 0.0
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balance = 0.0
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l = '--------------------------------------------------------------------------------------------------------------------------'
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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
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for i in data_lines:
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maturity = 0.00
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if i.date_maturity < time.strftime('%Y-%m-%d') and (i.debit - i.credit):
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maturity = i.debit - i.credit
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subtotal_due = subtotal_due + i.debit
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subtotal_paid = subtotal_paid + i.credit
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subtotal_maturity = subtotal_maturity + int(maturity)
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balance = balance + (i.debit - i.credit)
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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'
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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'
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move_line = move_line + '\t\t\t' + 'Balance'.rjust(33) + '\t' + str(balance).rjust(10) + '\n' + l
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val = {
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'partner_name':partner.name,
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'followup_amount':total_amt,
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'user_signature':data_user.name,
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'company_name':data_user.company_id.name,
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'company_currency':data_user.company_id.currency_id.name,
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'line':move_line,
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'heading': head,
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'date':time.strftime('%Y-%m-%d'),
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}
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body = body%val
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sub = tools.ustr(data.email_subject)
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msg = ''
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if dest:
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try:
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mail_message.schedule_with_attach(cr, uid, src, dest, sub, body, context=context)
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msg_sent += partner.name + '\n'
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except Exception, e:
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raise osv.except_osv('Error !', e )
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else:
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msg += partner.name + '\n'
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msg_unsent += msg
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if not msg_unsent:
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summary = _("All E-mails have been successfully sent to Partners:.\n\n%s") % msg_sent
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else:
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msg_unsent = _("E-Mail not sent to following Partners, E-mail not available !\n\n%s") % msg_unsent
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msg_sent = msg_sent and _("\n\nE-Mail sent to following Partners successfully. !\n\n%s") % msg_sent
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line = '=========================================================================='
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summary = msg_unsent + line + msg_sent
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context.update({'summary': summary})
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else:
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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.'})
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return {
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'name': _('Followup Summary'),
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'view_type': 'form',
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'context': context,
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'view_mode': 'tree,form',
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'res_model': 'account.followup.print.all',
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'views': [(resource_id,'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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'nodestroy': True
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}
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def do_print(self, cr, uid, ids, context=None):
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if context is None:
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context = {}
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data = self.read(cr, uid, ids, [], context=context)[0]
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res = self._get_partners_followp(cr, uid, ids, context)['to_update']
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to_update = res
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data['followup_id'] = 'followup_id' in context and context['followup_id'] or False
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date = 'date' in context and context['date'] or data['date']
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if not data['test_print']:
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for id in to_update.keys():
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if to_update[id]['partner_id'] in data['partner_ids']:
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cr.execute(
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"UPDATE account_move_line "\
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"SET followup_line_id=%s, followup_date=%s "\
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"WHERE id=%s",
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(to_update[id]['level'],
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date, int(id),))
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data.update({'date': context['date']})
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datas = {
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'ids': [],
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'model': 'account_followup.followup',
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'form': data
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}
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return {
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'type': 'ir.actions.report.xml',
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'report_name': 'account_followup.followup.print',
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'datas': datas,
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}
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account_followup_print_all()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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