addons/account_followup/wizard/wizard_followup_print.py

   1 # -*- encoding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
   6 #    $Id$
   7 #
   8 #    This program is free software: you can redistribute it and/or modify
   9 #    it under the terms of the GNU General Public License as published by
  10 #    the Free Software Foundation, either version 3 of the License, or
  11 #    (at your option) any later version.
  12 #
  13 #    This program is distributed in the hope that it will be useful,
  14 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  15 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  16 #    GNU General Public License for more details.
  17 #
  18 #    You should have received a copy of the GNU General Public License
  19 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  20 #
  21 ##############################################################################
  22
  23 import wizard
  24 import datetime
  25 import pooler
  26 import time
  27
  28 import tools
  29 from osv import fields, osv
  30 from tools.translate import _
  31
  32 _email_summary_form = """<?xml version="1.0"?>
  33 <form string="Summary">
  34     <field name="summary" height="300" width="800"/>
  35 </form>"""
  36
  37 _email_summary_fields = {
  38     'summary': {'string': 'Summary', 'type': 'text', 'required': False, 'readonly': True},
  39 }
  40
  41 _followup_wizard_screen1_form = """<?xml version="1.0"?>
  42 <form string="Follow-up and Date Selection">
  43     <field name="followup_id"/>
  44     <field name="date"/>
  45 </form>"""
  46
  47 _followup_wizard_screen1_fields = {
  48     '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"},
  49     'followup_id': {'string': 'Follow-up', 'type':'many2one', 'relation':'account_followup.followup', 'required': True,},
  50 }
  51
  52
  53
  54 _followup_wizard_all_form = """<?xml version="1.0"?>
  55 <form string="Select partners" colspan="4">
  56     <notebook>
  57         <page string="Partner Selection">
  58             <separator string="Select partners to remind" colspan="4"/>
  59             <field name="partner_ids" colspan="4" nolabel="1"/>
  60         </page>
  61         <page string="Email Settings">
  62             <field name="email_conf" colspan="4"/>
  63             <field name="partner_lang" colspan="4"/>
  64             <field name="email_subject" colspan="4"/>
  65             <separator string="Email body" colspan="4" attrs="{'readonly':[('partner_lang','=',True)]}"/>
  66             <field name="email_body" colspan="4" nolabel="1"/>
  67             <separator string="Legend" colspan="4"/>
  68
  69             <label string="%(partner_name)s: Partner name" colspan="2"/>
  70             <label string="%(user_signature)s: User name" colspan="2"/>
  71             <label string="%(followup_amount)s: Total Amount Due" colspan="2"/>
  72             <label string="%(date)s: Current Date" colspan="2"/>
  73             <label string="%(company_name)s: User's Company name" colspan="2"/>
  74             <label string="%(company_currency)s: User's Company Currency" colspan="2"/>
  75             <label string="%(heading)s: Move line header" colspan="2"/>
  76             <label string="%(line)s: Account Move lines" colspan="2"/>
  77         </page>
  78     </notebook>
  79 </form>"""
  80
  81 _followup_wizard_all_fields = {
  82     'partner_ids': {
  83         'string': "Partners",
  84         'type': 'many2many',
  85         'required': True,
  86         'relation': 'account_followup.stat',
  87     },
  88     'email_conf': {
  89         'string': "Send email confirmation",
  90         'type': 'boolean',
  91     },
  92     'email_subject' : {
  93         'string' : "Email Subject",
  94         'type' : "char",
  95         'size': 64,
  96         'default': 'Invoices Reminder'
  97         },
  98     'partner_lang':{
  99         'string': "Send Email in Partner Language",
 100         'type': 'boolean',
 101         'default':True,
 102         'help':'Do not change message text, if you want to send email in partner language, or configre from company'
 103     },
 104     'email_body': {
 105         'string': "Email body",
 106         'type': 'text',
 107         'default': '''
 108 Date : %(date)s
 109
 110 Dear %(partner_name)s,
 111
 112 Please find in attachment a reminder of all your unpaid invoices, for a total amount due of:
 113
 114 %(followup_amount).2f %(company_currency)s
 115
 116
 117 Thanks,
 118 --
 119 %(user_signature)s
 120 %(company_name)s
 121         '''
 122     }
 123 }
 124
 125 class followup_all_print(wizard.interface):
 126     def _update_partners(self, cr, uid, data, context):
 127         to_update = data['form']['to_update']
 128         for id in to_update.keys():
 129             if to_update[id]['partner_id'] in data['form']['partner_ids'][0][2]:
 130                 cr.execute(
 131                     "UPDATE account_move_line "\
 132                     "SET followup_line_id=%s, followup_date=%s "\
 133                     "WHERE id=%s",
 134                     (to_update[id]['level'],
 135                     data['form']['date'], int(id),))
 136         return {}
 137
 138     def _sendmail(self ,cr, uid, data, context):
 139         if data['form']['email_conf']:
 140             mail_notsent = ''
 141             msg_sent = ''
 142             msg_unsent = ''
 143             count = 0
 144             pool = pooler.get_pool(cr.dbname)
 145             data_user = pool.get('res.users').browse(cr,uid,uid)
 146             line_obj = pool.get('account_followup.stat')
 147             move_lines = line_obj.browse(cr,uid,data['form']['partner_ids'][0][2])
 148             partners = []
 149             dict_lines = {}
 150             for line in move_lines:
 151                 partners.append(line.name)
 152                 dict_lines[line.name.id] =line
 153             for partner in partners:
 154                 ids_lines = pool.get('account.move.line').search(cr,uid,[('partner_id','=',partner.id),('reconcile_id','=',False),('account_id.type','in',['receivable'])])
 155                 data_lines = pool.get('account.move.line').browse(cr,uid,ids_lines)
 156                 followup_data = dict_lines[partner.id]
 157                 dest = False
 158                 if partner.address:
 159                     for adr in partner.address:
 160                         if adr.type=='contact':
 161                             if adr.email:
 162                                 dest = [adr.email]
 163                         if (not dest) and adr.type=='default':
 164                             if adr.email:
 165                                 dest = [adr.email]
 166                 src = tools.config.options['email_from']
 167                 if not data['form']['partner_lang']:
 168                     body = data['form']['email_body']
 169                 else:
 170                     cxt = context.copy()
 171                     cxt['lang'] = partner.lang
 172                     body = pool.get('res.users').browse(cr, uid, uid, context=cxt).company_id.follow_up_msg
 173
 174                 total_amt = followup_data.debit - followup_data.credit
 175                 move_line = ''
 176                 subtotal_due = 0.0
 177                 subtotal_paid = 0.0
 178                 subtotal_maturity = 0.0
 179                 balance = 0.0
 180                 l = '--------------------------------------------------------------------------------------------------------------------------'
 181                 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
 182                 for i in data_lines:
 183                     maturity = 0.00
 184                     if i.date_maturity < time.strftime('%Y-%m-%d') and (i.debit - i.credit):
 185                         maturity = i.debit - i.credit
 186                     subtotal_due = subtotal_due + i.debit
 187                     subtotal_paid = subtotal_paid + i.credit
 188                     subtotal_maturity = subtotal_maturity + int(maturity)
 189                     balance = balance + (i.debit - i.credit)
 190                     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'
 191                 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'
 192                 move_line = move_line + '\t\t\t' + 'Balance'.rjust(33) + '\t' + str(balance).rjust(10) + '\n' + l
 193                 val = {
 194                     'partner_name':partner.name,
 195                     'followup_amount':total_amt,
 196                     'user_signature':data_user.name,
 197                     'company_name':data_user.company_id.name,
 198                     'company_currency':data_user.company_id.currency_id.name,
 199                     'line':move_line,
 200                     'heading': head,
 201                     'date':time.strftime('%Y-%m-%d'),
 202                 }
 203                 body = body%val
 204                 sub = tools.ustr(data['form']['email_subject'])
 205                 msg = ''
 206                 if dest:
 207                     tools.email_send(src,dest,sub,body)
 208                     msg_sent += partner.name + '\n'
 209                 else:
 210                     msg += partner.name + '\n'
 211                     msg_unsent += msg
 212             if not msg_unsent:
 213                 summary = _("All E-mails have been successfully sent to Partners:.\n\n") + msg_sent
 214             else:
 215                 msg_unsent = _("E-Mail not sent to following Partners, Email not available !\n\n") + msg_unsent
 216                 msg_sent = msg_sent and _("\n\nE-Mail sent to following Partners successfully. !\n\n") + msg_sent
 217                 line = '=========================================================================='
 218                 summary = msg_unsent + line + msg_sent
 219             return {'summary' : summary}
 220         else:
 221             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.'}
 222
 223     def _get_partners(self, cr, uid, data, context):
 224         pool = pooler.get_pool(cr.dbname)
 225         cr.execute(
 226             "SELECT l.partner_id, l.followup_line_id,l.date_maturity, l.date, l.id "\
 227             "FROM account_move_line AS l "\
 228                 "LEFT JOIN account_account AS a "\
 229                 "ON (l.account_id=a.id) "\
 230             "WHERE (l.reconcile_id IS NULL) "\
 231                 "AND (a.type='receivable') "\
 232                 "AND (l.state<>'draft') "\
 233                 "AND (l.partner_id is NOT NULL) "\
 234                 "AND (a.active) "\
 235             "ORDER BY l.date")
 236         move_lines = cr.fetchall()
 237         old = None
 238         fups = {}
 239         fup_id = data['form']['followup_id']
 240
 241         current_date = datetime.date(*time.strptime(data['form']['date'],
 242             '%Y-%m-%d')[:3])
 243         cr.execute(
 244             "SELECT * "\
 245             "FROM account_followup_followup_line "\
 246             "WHERE followup_id=%s "\
 247             "ORDER BY sequence", (fup_id,))
 248         for result in cr.dictfetchall():
 249             delay = datetime.timedelta(days=result['delay'])
 250             fups[old] = (current_date - delay, result['id'])
 251             if result['start'] == 'end_of_month':
 252                 fups[old][0].replace(day=1)
 253             old = result['id']
 254
 255         fups[old] = (datetime.date(datetime.MAXYEAR, 12, 31), old)
 256
 257         partner_list = []
 258         to_update = {}
 259         for partner_id, followup_line_id, date_maturity,date, id in move_lines:
 260             if not partner_id:
 261                 continue
 262             if followup_line_id not in fups:
 263                 continue
 264             if date_maturity:
 265                 if date_maturity <= fups[followup_line_id][0].strftime('%Y-%m-%d'):
 266                     if partner_id not in partner_list:
 267                         partner_list.append(partner_id)
 268                     to_update[str(id)]= {'level': fups[followup_line_id][1], 'partner_id': partner_id}
 269             elif date and date <= fups[followup_line_id][0].strftime('%Y-%m-%d'):
 270                 if partner_id not in partner_list:
 271                     partner_list.append(partner_id)
 272                 to_update[str(id)]= {'level': fups[followup_line_id][1], 'partner_id': partner_id}
 273
 274         message = pool.get('res.users').browse(cr, uid, uid, context=context).company_id.follow_up_msg
 275
 276         return {'partner_ids': partner_list, 'to_update': to_update, 'email_body':message}
 277
 278     def _get_screen1_values(self, cr, uid, data, context):
 279         pool = pooler.get_pool(cr.dbname)
 280         company_id = pool.get('res.users').browse(cr, uid, uid).company_id.id
 281         tmp = pool.get('account_followup.followup').search(cr, uid, [('company_id', '=', company_id)])
 282         followup = tmp and tmp[0] or False
 283         return {'date': time.strftime('%Y-%m-%d'), 'followup_id': followup}
 284
 285     states = {
 286         'init': {
 287             'actions': [_get_screen1_values],
 288             'result': {'type': 'form',
 289                 'arch': _followup_wizard_screen1_form,
 290                 'fields': _followup_wizard_screen1_fields,
 291                 'state': [
 292                     ('end', 'Cancel'),
 293                     ('next', 'Continue'),
 294                 ]
 295             },
 296         },
 297         'next': {
 298             'actions': [_get_partners],
 299             'result': {'type': 'form',
 300                 'arch': _followup_wizard_all_form,
 301                 'fields': _followup_wizard_all_fields,
 302                 'state': [
 303                     ('end','Cancel'),
 304                     ('print','Print Follow Ups & Send Mails'),
 305                 ]
 306             },
 307         },
 308         'print': {
 309             'actions': [_update_partners],
 310             'result': {'type': 'print',
 311                 'report':'account_followup.followup.print',
 312                 'state':'summary'},
 313         },
 314         'summary': {
 315             'actions': [_sendmail],
 316             'result': {'type': 'form',
 317                 'arch': _email_summary_form,
 318                 'fields': _email_summary_fields,
 319                 'state':[('end','Ok')]
 320             },
 321         },
 322     }
 323
 324 followup_all_print('account_followup.followup.print.all')
 325
 326
 327 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 328