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line.py
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line.py
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# -*- coding: utf-8 -*-
##############################################################################
#
# Author: Nicolas Bessi, Guewen Baconnier
# Copyright 2012-2014 Camptocamp SA
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import logging
from openerp import models, fields, api, _
logger = logging.getLogger('credit.line.control')
class CreditControlLine(models.Model):
""" A credit control line describes an amount due by a customer for a due date.
A line is created once the due date of the payment is exceeded.
It is created in "draft" and some actions are available (send by email,
print, ...)
"""
_name = "credit.control.line"
_description = "A credit control line"
_rec_name = "id"
_order = "date DESC"
date = fields.Date(string='Controlling date',
required=True,
select=True)
# maturity date of related move line we do not use
# a related field in order to
# allow manual changes
date_due = fields.Date(string='Due date',
required=True,
readonly=True,
states={'draft': [('readonly', False)]})
date_entry = fields.Date(string='Entry date',
related='move_line_id.date',
store=True,
readonly=True)
date_sent = fields.Date(string='Sent date',
readonly=True,
states={'draft': [('readonly', False)]})
state = fields.Selection([('draft', 'Draft'),
('ignored', 'Ignored'),
('to_be_sent', 'Ready To Send'),
('sent', 'Done'),
('error', 'Error'),
('email_error', 'Emailing Error')],
'State',
required=True,
readonly=True,
default='draft',
help="Draft lines need to be triaged.\n"
"Ignored lines are lines for which we do "
"not want to send something.\n"
"Draft and ignored lines will be "
"generated again on the next run.")
channel = fields.Selection([('letter', 'Letter'),
('email', 'Email')],
string='Channel',
required=True,
readonly=True,
states={'draft': [('readonly', False)]})
invoice_id = fields.Many2one('account.invoice',
string='Invoice',
readonly=True)
partner_id = fields.Many2one('res.partner',
string='Partner',
required=True)
amount_due = fields.Float(string='Due Amount Tax incl.',
required=True, readonly=True)
balance_due = fields.Float(string='Due balance', required=True,
readonly=True)
mail_message_id = fields.Many2one('mail.mail', string='Sent Email',
readonly=True)
move_line_id = fields.Many2one('account.move.line',
string='Move line',
required=True,
readonly=True)
account_id = fields.Many2one('account.account',
related='move_line_id.account_id',
store=True,
readonly=True)
currency_id = fields.Many2one('res.currency',
related='move_line_id.currency_id',
store=True,
readonly=True)
company_id = fields.Many2one('res.company',
related='move_line_id.company_id',
store=True,
readonly=True)
# we can allow a manual change of policy in draft state
policy_level_id = fields.Many2one('credit.control.policy.level',
string='Overdue Level',
required=True,
readonly=True,
states={'draft': [('readonly', False)]})
policy_id = fields.Many2one('credit.control.policy',
related='policy_level_id.policy_id',
store=True,
readonly=True)
level = fields.Integer('credit.control.policy.level',
related='policy_level_id.level',
store=True,
readonly=True)
manually_overridden = fields.Boolean(string='Manually overridden')
run_id = fields.Many2one(comodel_name='credit.control.run',
string='Source')
@api.model
def _prepare_from_move_line(self, move_line, level, controlling_date,
open_amount):
""" Create credit control line """
data = {}
data['date'] = controlling_date
data['date_due'] = move_line.date_maturity
data['state'] = 'draft'
data['channel'] = level.channel
data['invoice_id'] = (move_line.invoice.id if
move_line.invoice else False)
data['partner_id'] = move_line.partner_id.id
data['amount_due'] = (move_line.amount_currency or move_line.debit or
move_line.credit)
data['balance_due'] = open_amount
data['policy_level_id'] = level.id
data['move_line_id'] = move_line.id
return data
@api.model
def create_or_update_from_mv_lines(self, lines, level, controlling_date,
check_tolerance=True):
""" Create or update line based on levels
if check_tolerance is true credit line will not be
created if open amount is too small.
eg. we do not want to send a letter for 10 cents
of open amount.
:param lines: move.line id recordset
:param level: credit.control.policy.level record
:param controlling_date: date string of the credit controlling date.
Generally it should be the same
as create date
:param check_tolerance: boolean if True credit line
will not be generated if open amount
is smaller than company defined
tolerance
:returns: recordset of created credit lines
"""
currency_obj = self.env['res.currency']
user = self.env.user
currencies = currency_obj.search([])
tolerance = {}
tolerance_base = user.company_id.credit_control_tolerance
user_currency = user.company_id.currency_id
for currency in currencies:
tolerance[currency.id] = currency.compute(tolerance_base,
user_currency)
new_lines = self.browse()
for move_line in lines:
open_amount = move_line.amount_residual_currency
cur_tolerance = tolerance.get(move_line.currency_id.id,
tolerance_base)
if check_tolerance and open_amount < cur_tolerance:
continue
vals = self._prepare_from_move_line(move_line,
level,
controlling_date,
open_amount)
line = self.create(vals)
new_lines += line
# when we have lines generated earlier in draft,
# on the same level, it means that we have left
# them, so they are to be considered as ignored
previous_drafts = self.search([('move_line_id', '=', move_line.id),
('policy_level_id', '=', level.id),
('state', '=', 'draft'),
('id', '!=', line.id)])
if previous_drafts:
previous_drafts.write({'state': 'ignored'})
return new_lines
@api.multi
def unlink(self):
for line in self:
if line.state != 'draft':
raise api.Warning(
_('You are not allowed to delete a credit control '
'line that is not in draft state.')
)
return super(CreditControlLine, self).unlink()