'demo': [],
'test': [
'test/account_followup.yml',
- #'test/account_followup_report.yml',
+ 'test/account_followup_report.yml',
],
'installable': True,
'auto_install': False,
def get_latest_followup_level(self):
amls = self.accountmoveline_ids
+ def _get_next_followup_level_id_optimized(self, cr, uid, ids, name, arg, context=None):
+ res = {}
+ for partner in self.browse(cr, uid, ids):
+ latest_id = partner.latest_followup_level_id
+ if latest_id:
+ latest = latest_id
+ else:
+ latest = False
+
+ delay = False
+ newlevel = False
+ if latest: #if latest exists
+ newlevel = latest.id
+ old_delay = latest.delay
+ else:
+ old_delay = False
+ fl_ar = self.pool.get('account_followup.followup.line').search(cr, uid, [('followup_id.company_id.id','=', partner.company_id.id)])
+
+ for fl_obj in self.pool.get('account_followup.followup.line').browse(cr, uid, fl_ar):
+ if not old_delay:
+ if not delay or fl_obj.delay < delay:
+ delay = fl_obj.delay
+ newlevel = fl_obj.id
+ else:
+ if (not delay and (fl_obj.delay > old_delay)) or ((fl_obj.delay < delay) and (fl_obj.delay > old_delay)):
+ delay = fl_obj.delay
+ newlevel = fl_obj.id
+ res[partner.id] = newlevel
+ #Now search one level higher
+ return res
+
def _get_next_followup_level_id(self, cr, uid, ids, name, arg, context=None):
res = {}
for partner in self.browse(cr, uid, ids, context):
res[partner.id] = 0.0
for aml in partner.accountmoveline_ids:
- res[partner.id] = res[partner.id] + aml.debit
+ if ((not aml.date_maturity) and (aml.date > fields.date.context_today(cr, uid, context))) or (aml.date_maturity > fields.date.context_today(cr, uid, context)):
+ res[partner.id] = res[partner.id] + aml.debit
return res
# }
-
+ def action_done(self, cr, uid, ids, context=None):
+
+ self.write(cr, uid, ids, {'payment_next_action_date': False, 'payment_next_action':''}, context)
+
+
+
_inherit = "res.partner"
_columns = {
'latest_followup_date':fields.function(_get_latest_followup_date, method=True, type='date', string="latest followup date", store=True),
'latest_followup_level_id':fields.function(_get_latest_followup_level_id, method=True,
type='many2one', relation='account_followup.followup.line', string="Latest Followup Level", store=True),
- 'next_followup_level_id':fields.function(_get_next_followup_level_id, method=True, type='many2one', relation='account_followup.followup.line', string="Next Level"),
- 'payment_amount_outstanding':fields.function(_get_amount, method=True, type='float', string="Amount", store=True),
+ 'next_followup_level_id':fields.function(_get_next_followup_level_id_optimized, method=True, type='many2one', relation='account_followup.followup.line', string="Next Level", help="Next level that will be printed"),
+ 'payment_amount_outstanding':fields.function(_get_amount, method=True, type='float', string="Amount Overdue", store=True),
}
res_partner()
<field name="type">form</field>
<field name="priority" eval="20"/>
<field name="arch" type="xml">
- <form string="Customer FollowUp form">
- <group col="4" colspan="4">
+ <form string="Customer FollowUp form" version="7.0">
+ <group>
<field name="name"/>
<field name="phone" />
+ <!--<field name="sales" readonly="True"/>-->
</group>
- <separator string="Detail of accounts" />
- <field name="accountmoveline_ids" nolabel="1" domain="[('reconcile_id', '=', False)]"> <!--domain does not work-->
+
+ <separator string="Detail of accounts" />
+ <group>
+ <field name="accountmoveline_ids" nolabel="1" > <!--domain="[('reconcile_id', '=', False)]" not necessary-->
<tree string="Account Move line" editable="bottom">
<field name="date" readonly="True"/>
<field name="move_id" readonly="True"/>
<field name="blocked" string="Litigation"/>
<field name="payment_commitment"/>
<field name="payment_date"/>
- <field name="reconcile_id" invisible="True"/>
+ <!--<field name="reconcile_id" invisible="True"/>-->
<field name="reconcile_partial_id" readonly="True"/>
<field name="invoice"/>
</tree>
</field>
+ </group>
+ <newline/>
+ <group>
+ <separator string="Actions to be taken"/>
<newline/>
- <separator string="Payment Followup Remarks" colspan="4"/>
- <newline/>
- <group col="6" colspan="6">
- <field name="payment_next_action"/>
+ <group>
+ <field name="payment_next_action" help="Describes agreement with the client"/>
+
+ <button name="action_done" type="object" string="Follow-up Action Done" class="oe_highlight" help="This button will clear the action and the action date. "/>
+ </group>
+ <group>
+ <field name="payment_responsible_id" help="The user who takes responsibility to follow it up. "/>
+ <field name="payment_next_action_date" help="This is when further follow-up is needed. The date will have been set to the currrent date when processing the follow-ups asks for a phone call"/>
+ </group>
+ </group>
+ <separator string="Payment Followup Remarks"/>
+ <newline/>
+ <group>
+
<field name="payment_note"/>
- <field name="payment_responsible_id"/>
+
<!--<field name="payment_followup_level_id"/>-->
<field name="latest_followup_level_id"/>
<field name="latest_followup_date"/>
<field name="next_followup_level_id"/>
- <field name="payment_next_action_date"/>
+
</group>
</form>
</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search view">
- <filter string="Actions to be taken" domain="[('payment_next_action', '!=', '')]"/>
- <filter string="Follow-up sent" domain="[('latest_followup_level_id', '!=', '')]"/>
+
+ <!--<filter string="Actions to be taken with overdue amount" domain="['&', ('payment_amount_outstanding', '>', 0.0), ('payment_next_action_date', '<=', time.strftime('%%Y-%%m-%%d'))]"/>
+ <separator/>-->
+ <filter string="Overdue amount outstanding" domain="[('payment_amount_outstanding', '>', 0.0)]"/>
+ <separator/>
+ <filter string="Action to be taken now" domain="[('payment_next_action_date', '<=', time.strftime('%%Y-%%m-%%d'))]"/>
+ <separator/>
+ <filter string="Action to be taken" domain="[('payment_next_action', '!=', '')]"/>
+ <filter string="Follow-up sent" domain="[('latest_followup_level_id', '!=', False)]"/>
+ <separator/>
<filter string="Without responsible" domain="[('payment_responsible_id', '=', False)]"/>
<filter string="I am responsible" domain="[('payment_responsible_id','=', uid)]"/>
+
</search>
</field>
</record>
<field name="view_id" ref="customer_followup_tree"/>
<field name="act_window_id" ref="action_customer_followup"/>
</record>
+
+
+ <record model="ir.ui.view" id="view_partner_inherit_followup_form">
+ <field name="name">res.partner.followup.form.inherit</field>
+ <field name="inherit_id" ref="base.view_partner_form"/>
+ <field name="model">res.partner</field>
+ <field name="arch" type="xml">
+ <notebook position="inside">
+ <page string="Payments Follow-up" position="inside">
+ <separator string="Payments follow-up"/>
+ <group>
+ <field name="payment_amount_outstanding"/>
+ <field name="latest_followup_level_id"/>
+ <field name="payment_next_action"/>
+ <field name="payment_next_action_date"/>
+ </group>
+ </page>
+ </notebook>
+
+ <!--<field name="name" position="after">
+ <field name="payment_next_action"/>
+ </field>-->
+ <!--<field name="payment_amount_outstanding" position="after">
+ <separator string="Account Move Lines" colspan="4"/>
+ <field name="accountmoveline_ids" nolabel="1" colspan="4"/>
+ </field>-->
+ </field>
+ </record>
+
<!-- Menus about followup of customers -->
<menuitem id="account_followup_" action="action_customer_followup" parent="account.menu_configuration_misc" name="Customer follow up"/>
</field>
</field>
</record>
-
</data>
-</openerp>
+</openerp>
\ No newline at end of file
-
!record {model: account.invoice, id: account.demo_invoice_0}:
check_total: 14.0
--
+ date_invoice: 2012-06-2
+ invoice_line:
+ - account_id : account.a_sale
+ name: 'Stupid PC'
+ quantity: 1.0
+ journal_id: account.bank_journal
+ partner_id: base.res_partner_12
+ reference_type: none
+-
!workflow {model: account.invoice, action: invoice_open, ref: account.demo_invoice_0}
-
I create a follow-up.
I will process follow-ups
-
!python {model: account.followup.print}: |
- self.do_process(cr, uid, [ref("account_followup_print_0")], {"active_ids": [ref("account_followup.account_followup_print_menu")], "active_id": ref("account_followup.account_followup_print_menu"),})
\ No newline at end of file
+ self.do_process(cr, uid, [ref("account_followup_print_0")], {"active_ids": [ref("account_followup.account_followup_print_menu")], "active_id": ref("account_followup.account_followup_print_menu"),})
+#-
+# Test it has everything
+#-
+# !assert {model: account.invoice, id: account.demo_invoice_0}:
+# - reference_type = None
+ #!assert {model: res.partner, id: base.res_partner_12} :
+ # -
+ #latest_followup_level_id == ref("demo_followup_line1")
+
partner_obj.do_partner_mail(cr, uid, [partner.partner_id.id], context)
if partner.max_followup_id.send_letter:
partner_ids_to_print.append(partner.id)
-
action = partner_obj.do_partner_print(cr, uid, partner_ids_to_print, data, context)
return action or {}
projects / odoo / odoo.git / commitdiff