addons/account_followup/wizard/wizard_followup_print.py

   1 # -*- coding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
   6 #
   7 #    This program is free software: you can redistribute it and/or modify
   8 #    it under the terms of the GNU Affero General Public License as
   9 #    published by the Free Software Foundation, either version 3 of the
  10 #    License, or (at your option) any later version.
  11 #
  12 #    This program is distributed in the hope that it will be useful,
  13 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  14 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  15 #    GNU Affero General Public License for more details.
  16 #
  17 #    You should have received a copy of the GNU Affero General Public License
  18 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  19 #
  20 ##############################################################################
  21
  22 import wizard
  23 import datetime
  24 import pooler
  25 import time
  26
  27 import tools
  28 from osv import fields, osv
  29 from tools.translate import _
  30
  31 _email_summary_form = """<?xml version="1.0"?>
  32 <form string="Summary">
  33     <field name="summary" height="300" width="800"/>
  34 </form>"""
  35
  36 _email_summary_fields = {
  37     'summary': {'string': 'Summary', 'type': 'text', 'required': False, 'readonly': True},
  38 }
  39
  40 _followup_wizard_screen1_form = """<?xml version="1.0"?>
  41 <form string="Follow-up and Date Selection">
  42     <field name="followup_id"/>
  43     <field name="date"/>
  44 </form>"""
  45
  46 _followup_wizard_screen1_fields = {
  47     'date': {'string': 'Follow-up Sending Date', 'type': 'date', 'required': True, 'help':"This field allow you to select a forecast date to plan your follow-ups"},
  48     'followup_id': {'string': 'Follow-up', 'type':'many2one', 'relation':'account_followup.followup', 'required': True,},
  49 }
  50
  51
  52
  53 _followup_wizard_all_form = """<?xml version="1.0"?>
  54 <form string="Select partners" colspan="4">
  55     <notebook>
  56         <page string="Partner Selection">
  57             <separator string="Select partners to remind" colspan="4"/>
  58             <field name="partner_ids" colspan="4" nolabel="1"/>
  59         </page>
  60         <page string="Email Settings">
  61             <field name="email_conf" colspan="4"/>
  62             <field name="partner_lang" colspan="4"/>
  63             <field name="email_subject" colspan="4"/>
  64             <separator string="Email body" colspan="4" attrs="{'readonly':[('partner_lang','=',True)]}"/>
  65             <field name="email_body" colspan="4" nolabel="1"/>
  66             <separator string="Legend" colspan="4"/>
  67
  68             <label string="%(partner_name)s: Partner name" colspan="2"/>
  69             <label string="%(user_signature)s: User name" colspan="2"/>
  70             <label string="%(followup_amount)s: Total Amount Due" colspan="2"/>
  71             <label string="%(date)s: Current Date" colspan="2"/>
  72             <label string="%(company_name)s: User's Company name" colspan="2"/>
  73             <label string="%(company_currency)s: User's Company Currency" colspan="2"/>
  74             <label string="%(heading)s: Move line header" colspan="2"/>
  75             <label string="%(line)s: Account Move lines" colspan="2"/>
  76         </page>
  77     </notebook>
  78 </form>"""
  79
  80 _followup_wizard_all_fields = {
  81     'partner_ids': {
  82         'string': "Partners",
  83         'type': 'many2many',
  84         'required': True,
  85         'relation': 'account_followup.stat',
  86     },
  87     'email_conf': {
  88         'string': "Send email confirmation",
  89         'type': 'boolean',
  90     },
  91     'email_subject' : {
  92         'string' : "Email Subject",
  93         'type' : "char",
  94         'size': 64,
  95         'default': 'Invoices Reminder'
  96         },
  97     'partner_lang':{
  98         'string': "Send Email in Partner Language",
  99         'type': 'boolean',
 100         'default':True,
 101         'help':'Do not change message text, if you want to send email in partner language, or configre from company'
 102     },
 103     'email_body': {
 104         'string': "Email body",
 105         'type': 'text',
 106         'default': '''
 107 Date : %(date)s
 108
 109 Dear %(partner_name)s,
 110
 111 Please find in attachment a reminder of all your unpaid invoices, for a total amount due of:
 112
 113 %(followup_amount).2f %(company_currency)s
 114
 115
 116 Thanks,
 117 --
 118 %(user_signature)s
 119 %(company_name)s
 120         '''
 121     }
 122 }
 123
 124 class followup_all_print(wizard.interface):
 125     def _update_partners(self, cr, uid, data, context):
 126         to_update = data['form']['to_update']
 127         for id in to_update.keys():
 128             cr.execute(
 129                 "UPDATE account_move_line "\
 130                 "SET followup_line_id=%s, followup_date=%s "\
 131                 "WHERE id=%s",
 132                 (to_update[id],
 133                 data['form']['date'], int(id),))
 134         return {}
 135
 136     def _sendmail(self ,cr, uid, data, context):
 137         if data['form']['email_conf']:
 138             mail_notsent = ''
 139             msg_sent = ''
 140             msg_unsent = ''
 141             count = 0
 142             pool = pooler.get_pool(cr.dbname)
 143             data_user = pool.get('res.users').browse(cr,uid,uid)
 144             line_obj = pool.get('account_followup.stat')
 145             move_lines = line_obj.browse(cr,uid,data['form']['partner_ids'][0][2])
 146             partners = []
 147             dict_lines = {}
 148             for line in move_lines:
 149                 partners.append(line.name)
 150                 dict_lines[line.name.id] =line
 151             for partner in partners:
 152                 ids_lines = pool.get('account.move.line').search(cr,uid,[('partner_id','=',partner.id),('reconcile_id','=',False),('account_id.type','in',['receivable'])])
 153                 data_lines = pool.get('account.move.line').browse(cr,uid,ids_lines)
 154                 followup_data = dict_lines[partner.id]
 155                 dest = False
 156                 if partner.address:
 157                     for adr in partner.address:
 158                         if adr.type=='contact':
 159                             if adr.email:
 160                                 dest = [adr.email]
 161                         if (not dest) and adr.type=='default':
 162                             if adr.email:
 163                                 dest = [adr.email]
 164                 src = tools.config.options['email_from']
 165                 if not data['form']['partner_lang']:
 166                     body = data['form']['email_body']
 167                 else:
 168                     cxt = context.copy()
 169                     cxt['lang'] = partner.lang
 170                     body = pool.get('res.users').browse(cr, uid, uid, context=cxt).company_id.follow_up_msg
 171
 172                 total_amt = followup_data.debit - followup_data.credit
 173                 move_line = ''
 174                 subtotal_due = 0.0
 175                 subtotal_paid = 0.0
 176                 subtotal_maturity = 0.0
 177                 balance = 0.0
 178                 l = '--------------------------------------------------------------------------------------------------------------------------'
 179                 head = l+ '\n' + 'Date'.rjust(10) + '\t' + 'Description'.rjust(10) + '\t' + 'Ref'.rjust(10) + '\t' + 'Maturity date'.rjust(10) + '\t' + 'Due'.rjust(10) + '\t' + 'Paid'.rjust(10) + '\t' + 'Maturity'.rjust(10) + '\t' + 'Litigation'.rjust(10) + '\n' + l
 180                 for i in data_lines:
 181                     maturity = 0.00
 182                     if i.date_maturity < time.strftime('%Y-%m-%d') and (i.debit - i.credit):
 183                         maturity = i.debit - i.credit
 184                     subtotal_due = subtotal_due + i.debit
 185                     subtotal_paid = subtotal_paid + i.credit
 186                     subtotal_maturity = subtotal_maturity + int(maturity)
 187                     balance = balance + (i.debit - i.credit)
 188                     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'
 189                 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'
 190                 move_line = move_line + '\t\t\t' + 'Balance'.rjust(33) + '\t' + str(balance).rjust(10) + '\n' + l
 191                 val = {
 192                     'partner_name':partner.name,
 193                     'followup_amount':total_amt,
 194                     'user_signature':data_user.name,
 195                     'company_name':data_user.company_id.name,
 196                     'company_currency':data_user.company_id.currency_id.name,
 197                     'line':move_line,
 198                     'heading': head,
 199                     'date':time.strftime('%Y-%m-%d'),
 200                 }
 201                 body = body%val
 202                 sub = tools.ustr(data['form']['email_subject'])
 203                 msg = ''
 204                 if dest:
 205                     tools.email_send(src,dest,sub,body)
 206                     msg_sent += partner.name + '\n'
 207                 else:
 208                     msg += partner.name + '\n'
 209                     msg_unsent += msg
 210             if not msg_unsent:
 211                 summary = _("All E-mails have been successfully sent to Partners:.\n\n") + msg_sent
 212             else:
 213                 msg_unsent = _("E-Mail not sent to following Partners, Email not available !\n\n") + msg_unsent
 214                 msg_sent = msg_sent and _("\n\nE-Mail sent to following Partners successfully. !\n\n") + msg_sent
 215                 line = '=========================================================================='
 216                 summary = msg_unsent + line + msg_sent
 217             return {'summary' : summary}
 218         else:
 219             return {'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.'}
 220
 221     def _get_partners(self, cr, uid, data, context):
 222         pool = pooler.get_pool(cr.dbname)
 223         cr.execute(
 224             "SELECT l.partner_id, l.followup_line_id,l.date_maturity, l.date, l.id "\
 225             "FROM account_move_line AS l "\
 226                 "LEFT JOIN account_account AS a "\
 227                 "ON (l.account_id=a.id) "\
 228             "WHERE (l.reconcile_id IS NULL) "\
 229                 "AND (a.type='receivable') "\
 230                 "AND (l.state<>'draft') "\
 231                 "AND (l.partner_id is NOT NULL) "\
 232                 "AND (a.active) "\
 233             "ORDER BY l.date")
 234         move_lines = cr.fetchall()
 235         old = None
 236         fups = {}
 237         fup_id = data['form']['followup_id']
 238
 239         current_date = datetime.date(*time.strptime(data['form']['date'],
 240             '%Y-%m-%d')[:3])
 241         cr.execute(
 242             "SELECT * "\
 243             "FROM account_followup_followup_line "\
 244             "WHERE followup_id=%s "\
 245             "ORDER BY sequence", (fup_id,))
 246         for result in cr.dictfetchall():
 247             delay = datetime.timedelta(days=result['delay'])
 248             fups[old] = (current_date - delay, result['id'])
 249             if result['start'] == 'end_of_month':
 250                 fups[old][0].replace(day=1)
 251             old = result['id']
 252
 253         fups[old] = (datetime.date(datetime.MAXYEAR, 12, 31), old)
 254
 255         partner_list = []
 256         to_update = {}
 257         for partner_id, followup_line_id, date_maturity,date, id in move_lines:
 258             if not partner_id:
 259                 continue
 260             if followup_line_id not in fups:
 261                 continue
 262             if date_maturity:
 263                 if date_maturity <= fups[followup_line_id][0].strftime('%Y-%m-%d'):
 264                     if partner_id not in partner_list:
 265                         partner_list.append(partner_id)
 266                     to_update[str(id)] = fups[followup_line_id][1]
 267             elif date and date <= fups[followup_line_id][0].strftime('%Y-%m-%d'):
 268                 if partner_id not in partner_list:
 269                     partner_list.append(partner_id)
 270                 to_update[str(id)] = fups[followup_line_id][1]
 271
 272         message = pool.get('res.users').browse(cr, uid, uid, context=context).company_id.follow_up_msg
 273
 274         return {'partner_ids': partner_list, 'to_update': to_update, 'email_body':message}
 275
 276     def _get_screen1_values(self, cr, uid, data, context):
 277         pool = pooler.get_pool(cr.dbname)
 278         company_id = pool.get('res.users').browse(cr, uid, uid).company_id.id
 279         tmp = pool.get('account_followup.followup').search(cr, uid, [('company_id', '=', company_id)])
 280         followup = tmp and tmp[0] or False
 281         return {'date': time.strftime('%Y-%m-%d'), 'followup_id': followup}
 282
 283     states = {
 284         'init': {
 285             'actions': [_get_screen1_values],
 286             'result': {'type': 'form',
 287                 'arch': _followup_wizard_screen1_form,
 288                 'fields': _followup_wizard_screen1_fields,
 289                 'state': [
 290                     ('end', 'Cancel'),
 291                     ('next', 'Continue'),
 292                 ]
 293             },
 294         },
 295         'next': {
 296             'actions': [_get_partners],
 297             'result': {'type': 'form',
 298                 'arch': _followup_wizard_all_form,
 299                 'fields': _followup_wizard_all_fields,
 300                 'state': [
 301                     ('end','Cancel'),
 302                     ('print','Print Follow Ups & Send Mails'),
 303                 ]
 304             },
 305         },
 306         'print': {
 307             'actions': [_update_partners],
 308             'result': {'type': 'print',
 309                 'report':'account_followup.followup.print',
 310                 'state':'summary'},
 311         },
 312         'summary': {
 313             'actions': [_sendmail],
 314             'result': {'type': 'form',
 315                 'arch': _email_summary_form,
 316                 'fields': _email_summary_fields,
 317                 'state':[('end','Ok')]
 318             },
 319         },
 320     }
 321
 322 followup_all_print('account_followup.followup.print.all')
 323
 324
 325 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 326