From cabac6daedc7d8fb1ee647a40b0250bac5a55ba3 Mon Sep 17 00:00:00 2001
From: Josse Colpaert <jco@openerp.com>
Date: Wed, 31 Oct 2012 12:29:07 +0100
Subject: [PATCH] [WIP] Adding search filters and changing amount to overdue
 amount

bzr revid: jco@openerp.com-20121031112907-wltw4mnm30tux1d9
---
 addons/account_followup/__openerp__.py             |    2 +-
 addons/account_followup/account_followup.py        |   45 ++++++++++-
 .../account_followup_customers.xml                 |   81 ++++++++++++++++----
 addons/account_followup/account_followup_view.xml  |    3 +-
 addons/account_followup/test/account_followup.yml  |   21 ++++-
 .../wizard/account_followup_print.py               |    1 -
 6 files changed, 130 insertions(+), 23 deletions(-)

diff --git a/addons/account_followup/__openerp__.py b/addons/account_followup/__openerp__.py
index acc4ea3..6a5e144 100644
--- a/addons/account_followup/__openerp__.py
+++ b/addons/account_followup/__openerp__.py
@@ -61,7 +61,7 @@ Note that if you want to check the follow-up level for a given partner/account e
     'demo': [],
     'test': [
         'test/account_followup.yml',
-        #'test/account_followup_report.yml',
+        'test/account_followup_report.yml',
     ],
     'installable': True,
     'auto_install': False,
diff --git a/addons/account_followup/account_followup.py b/addons/account_followup/account_followup.py
index e058977..9ff6d3b 100644
--- a/addons/account_followup/account_followup.py
+++ b/addons/account_followup/account_followup.py
@@ -161,6 +161,37 @@ class res_partner(osv.osv):
     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 = {}
@@ -203,7 +234,8 @@ class res_partner(osv.osv):
         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
 
 
@@ -355,7 +387,12 @@ class res_partner(osv.osv):
 #            }
 
 
-
+    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 = {
@@ -369,8 +406,8 @@ class res_partner(osv.osv):
         '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()
diff --git a/addons/account_followup/account_followup_customers.xml b/addons/account_followup/account_followup_customers.xml
index 70a3738..a88ba06 100644
--- a/addons/account_followup/account_followup_customers.xml
+++ b/addons/account_followup/account_followup_customers.xml
@@ -10,13 +10,16 @@
  			<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"/>
@@ -28,23 +31,37 @@
  							<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>
@@ -80,10 +97,19 @@
  			<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="['&amp;', ('payment_amount_outstanding', '>', 0.0), ('payment_next_action_date', '&lt;=', 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', '&lt;=', 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>
@@ -113,6 +139,35 @@
  			<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"/>
diff --git a/addons/account_followup/account_followup_view.xml b/addons/account_followup/account_followup_view.xml
index 1a080d7..5fd4487 100644
--- a/addons/account_followup/account_followup_view.xml
+++ b/addons/account_followup/account_followup_view.xml
@@ -168,6 +168,5 @@
                 </field>
             </field>
         </record>
-        
     </data>
-</openerp>
+</openerp>
\ No newline at end of file
diff --git a/addons/account_followup/test/account_followup.yml b/addons/account_followup/test/account_followup.yml
index dbcde7b..d015e30 100644
--- a/addons/account_followup/test/account_followup.yml
+++ b/addons/account_followup/test/account_followup.yml
@@ -3,7 +3,15 @@
 -
   !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.
@@ -14,4 +22,13 @@
   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")
+    
diff --git a/addons/account_followup/wizard/account_followup_print.py b/addons/account_followup/wizard/account_followup_print.py
index dadc599..4a7a228 100644
--- a/addons/account_followup/wizard/account_followup_print.py
+++ b/addons/account_followup/wizard/account_followup_print.py
@@ -132,7 +132,6 @@ class account_followup_print(osv.osv_memory):
                 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 {}
 
-- 
1.7.10.4