[ADD] new module account_partner_aged_statement

account_partner_aged_statement_webkit/__init__.py

@@ -0,0 +1,23 @@
+# -*- encoding: utf-8 -*-
+
+############################################################################
+#
+#    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/>.
+#
+##############################################################################
+
+from . import (
+    partner_aged_statement,
+    report,
+)

account_partner_aged_statement_webkit/__openerp__.py

@@ -0,0 +1,59 @@
+# -*- encoding: utf-8 -*-
+###############################################################################
+#
+#    OpenERP, Open Source Management Solution
+#    This module copyright (C) 2014 Savoir-faire Linux
+#    (<http://www.savoirfairelinux.com>).
+#
+#    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/>.
+#
+###############################################################################
+
+{
+    'name': 'Partner Aged Statement',
+    "version": "1.0",
+    'author': 'Savoir-faire Linux',
+    'website': 'http://www.savoirfairelinux.com',
+    'depends': [
+        'account_financial_report_webkit_xls',
+        'report_webkit',
+        'base_headers_webkit',
+        'mail',
+    ],
+    'category': 'Accounting',
+    'description': """
+Print & Send Partner Aged Statement by email
+============================================
+
+This module adds in the system :
+ * a new mail template "Aged Statement Letter";
+ * the abitlity to print the partner aged statement;
+ * a button "Send by email" in the pricelist form view which load the template
+ and attache the pricelist to the email.
+
+So far the module does not drill down through pricelist items that are
+based on another pricelist or based on purchase pricelists.
+
+Contributors
+------------
+* Marc Cassuto (marc.cassuto@savoirfairelinux.com)
+    """,
+    'data': [
+        'partner_aged_statement_report.xml',
+        'partner_aged_statement_view.xml',
+        'partner_aged_statement_data.xml',
+    ],
+    'active': False,
+    'installable': True
+}

account_partner_aged_statement_webkit/partner_aged_statement.py

@@ -0,0 +1,71 @@
+# -*- encoding: utf-8 -*-
+###############################################################################
+#
+#    OpenERP, Open Source Management Solution
+#    This module copyright (C) 2010 - 2014 Savoir-faire Linux
+#    (<http://www.savoirfairelinux.com>).
+#
+#    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 time
+from openerp.osv import orm
+
+
+class PartnerAgedStatement(orm.Model):
+    _inherit = 'res.partner'
+
+    def action_aged_statement_send(self, cr, uid, ids, context=None):
+        # This function opens a window to compose an email,
+        # with the partner aged statemen template message loaded by default
+
+        # This option should only be used for a single id at a time.
+        assert len(ids) == 1
+
+        ir_model_data = self.pool.get('ir.model.data')
+        try:
+            template_id = ir_model_data.get_object_reference(
+                cr, uid,
+                'account_partner_aged_statement_webkit',
+                'email_template_aged_statement')[1]
+        except ValueError:
+            template_id = False
+
+        try:
+            compose_form_id = ir_model_data.get_object_reference(
+                cr, uid, 'mail', 'email_compose_message_wizard_form')[1]
+        except ValueError:
+            compose_form_id = False
+
+        ctx = dict(context)
+        ctx.update({
+            'default_model': 'res.partner',
+            'default_res_id': ids[0],
+            'default_use_template': bool(template_id),
+            'default_template_id': template_id,
+            'default_composition_mode': 'comment',
+        })
+        # Full explanation of this return is here :
+        # http://stackoverflow.com/questions/12634031
+        return {
+            'type': 'ir.actions.act_window',
+            'view_type': 'form',
+            'view_mode': 'form',
+            'res_model': 'mail.compose.message',
+            'views': [(compose_form_id, 'form')],
+            'view_id': compose_form_id,
+            'target': 'new',
+            'context': ctx,
+        }

account_partner_aged_statement_webkit/partner_aged_statement_data.xml

@@ -0,0 +1,80 @@
+<?xml version="1.0" ?>
+<openerp>
+    <!-- Mail template is done in a NOUPDATE block
+         so users can freely customize/delete them -->
+    <data noupdate="1">
+
+        <!--Email template -->
+        <record id="email_template_aged_statement" model="email.template">
+            <field name="name">Aged Statement Letter</field>
+            <field name="email_from">${(user.email or '')|safe}</field>
+            <field name="subject">${object.company_id.name} - Your aged balance</field>
+            <field name="email_recipients">${object.id or ''|safe}</field>
+            <field name="model_id"
+                   ref="account.model_res_partner"/>
+            <field name="auto_delete" eval="True"/>
+<!--
+            <field name="report_template"
+                   ref="partner_aged_statement_report"/>
+-->
+            <field name="report_name">
+                ${(object.name or '').replace('/','_')}
+            </field>
+            <field name="body_html"><![CDATA[
+<div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: #FFF; ">
+
+    <p>Dear Sir/Madam,</p>
+
+    <p> Our records indicate that some payments on your account are still due.
+    <br/>
+    Please find in the attached document your aged balance
+    <br/>
+    If the amount has already been paid, please disregard this notice.
+    Otherwise, please forward us the total amount stated below.
+    </p>
+
+    <p style="border-left: 1px solid #8e0000; margin-left: 30px;">
+       &nbsp;&nbsp;<strong>REFERENCES</strong><br />
+       &nbsp;&nbsp;Total overdue amount: ${object.credit} ${user.company_id.currency_id.name}<br/>
+    </p>
+
+    <p>If you have any question, do not hesitate to contact us.</p>
+    <p>Best Regards,</p>
+    <br/>
+    <br/>
+    <div style="width: 375px; margin: 0px; padding: 0px; background-color: #8E0000; border-top-left-radius: 5px 5px; border-top-right-radius: 5px 5px; background-repeat: repeat no-repeat;">
+        <h3 style="margin: 0px; padding: 2px 14px; font-size: 12px; color: #DDD;">
+            <strong style="text-transform:uppercase;">${user.company_id.name}</strong></h3>
+    </div>
+    <div style="width: 347px; margin: 0px; padding: 5px 14px; line-height: 16px; background-color: #F2F2F2;">
+        <span style="color: #222; margin-bottom: 5px; display: block; ">
+        % if user.company_id.street:
+            ${user.company_id.street}<br/>
+        % endif
+        % if user.company_id.street2:
+            ${user.company_id.street2}<br/>
+        % endif
+        % if user.company_id.city or user.company_id.zip:
+            ${user.company_id.zip} ${user.company_id.city}<br/>
+        % endif
+        % if user.company_id.country_id:
+            ${user.company_id.state_id and ('%s, ' % user.company_id.state_id.name) or ''} ${user.company_id.country_id.name or ''}<br/>
+        % endif
+        </span>
+        % if user.company_id.phone:
+            <div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; ">
+                Phone:&nbsp; ${user.company_id.phone}
+            </div>
+        % endif
+        % if user.company_id.website:
+            <div>
+                Web :&nbsp;<a href="${user.company_id.website}">${user.company_id.website}</a>
+            </div>
+        %endif
+        <p></p>
+    </div>
+</div>
+            ]]></field>
+        </record>
+    </data>
+</openerp>

account_partner_aged_statement_webkit/partner_aged_statement_report.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+    <data>
+
+<!--
+        <report
+            auto="False"
+            id="partner_aged_statement_report"
+            model="res.partner"
+            name="webkit.partner_aged_statement_report"
+            file="account_partner_aged_statement_webkit/report/partner_aged_statement.mako"
+            string="Partner Aged Statement"
+            webkit_header="base_headers_webkit.base_reports_portrait_header"
+            report_type="webkit"/>
+-->
+        <report
+            auto="False"
+            id="partner_aged_statement_report"
+            model="res.partner"
+            name="webkit.partner_aged_statement_report"
+            file="account_partner_aged_statement_webkit/report/partner_aged_statement.mako"
+            string="Partner Aged Statement"
+            webkit_header="base_headers_webkit.base_reports_portrait_header"
+            report_type="webkit"/>
+
+    </data>
+</openerp>

account_partner_aged_statement_webkit/partner_aged_statement_view.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+  <data>
+
+    <record id="partner_aged_statement_view" model="ir.ui.view">
+      <field name="inherit_id" ref="base.view_partner_form"/>
+      <field name="model">res.partner</field>
+      <field name="arch" type="xml">
+        <xpath expr="//form/*[1]" position="before">
+                <header>
+                    <button
+                            name="action_aged_statement_send"
+                            type="object" string="Send Aged Statement"
+                            class="oe_highlight"/>
+                </header>
+        </xpath>
+      </field>
+    </record>
+
+  </data>
+</openerp>

account_partner_aged_statement_webkit/report/__init__.py

@@ -0,0 +1,20 @@
+# -*- encoding: utf-8 -*-
+
+###############################################################################
+#
+#    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/>.
+#
+###############################################################################
+
+from . import partner_aged_statement_report

account_partner_aged_statement_webkit/report/partner_aged_statement.mako

@@ -0,0 +1,164 @@
+## -*- coding: utf-8 -*-
+<!DOCTYPE html SYSTEM
+"http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
+<html xmlns="http://www.w3.org/1999/xhtml">
+    <head>
+        <style type="text/css">
+            .overflow_ellipsis {
+                text-overflow: ellipsis;
+                overflow: hidden;
+                white-space: nowrap;
+            }
+
+            .open_invoice_previous_line {
+                font-style: italic;
+            }
+
+            .percent_line {
+                font-style: italic;
+            }
+
+            .amount {
+                text-align:right;
+            }
+
+            .classif_title {
+                text-align:right;
+            }
+<%doc>
+            .classif{
+              width: ${700/len(ranges)}px;
+            }
+            </%doc>
+            .total{
+               font-weight:bold;
+            }
+            ${css}
+        </style>
+    </head>
+
+    <%!
+    def amount(text):
+        # replace by a non-breaking hyphen (it will not word-wrap between hyphen and numbers)
+        return text.replace('-', '&#8209;')
+    %>
+    <body>
+        <%setLang(user.lang)%>
+
+        <div class="act_as_table data_table">
+            <div class="act_as_row labels">
+                <div class="act_as_cell">${_('Chart of Account')}</div>
+                <div class="act_as_cell">${_('Fiscal Year')}</div>
+                <%doc>
+                <div class="act_as_cell">
+                    %if filter_form(data) == 'filter_date':
+                        ${_('Dates Filter')}
+                    %else:
+                        ${_('Periods Filter')}
+                    %endif
+                </div>
+                </%doc>
+
+                <div class="act_as_cell">${_('Clearance Date')}</div>
+                <div class="act_as_cell">${_('Accounts Filter')}</div>
+                <div class="act_as_cell">${_('Target Moves')}</div>
+
+            </div>
+
+            <%doc>
+            <div class="act_as_row">
+                <div class="act_as_cell">${ chart_account.name }</div>
+                <div class="act_as_cell">${ fiscalyear.name if fiscalyear else '-' }</div>
+                <div class="act_as_cell">
+                    ${_('From:')}
+                    %if filter_form(data) == 'filter_date':
+                        ${formatLang(start_date, date=True) if start_date else u'' }
+                    %else:
+                        ${start_period.name if start_period else u''}
+                    %endif
+                    ${_('To:')}
+                    %if filter_form(data) == 'filter_date':
+                        ${ formatLang(stop_date, date=True) if stop_date else u'' }
+                    %else:
+                        ${stop_period.name if stop_period else u'' }
+                    %endif
+                </div>
+                <div class="act_as_cell">${ formatLang(date_until, date=True) }</div>
+                <div class="act_as_cell">
+                    %if partner_ids:
+                        ${_('Custom Filter')}
+                    %else:
+                        ${ display_partner_account(data) }
+                    %endif
+                </div>
+                <div class="act_as_cell">${ display_target_move(data) }</div>
+            </div>
+        </div>
+        %for acc in objects:
+          %if acc.aged_lines:
+          <div class="account_title bg" style="width: 1080px; margin-top: 20px; font-size: 12px;">${acc.code} - ${acc.name}</div>
+
+
+
+                <div class="act_as_table list_table" style="margin-top: 5px;">
+                  <div class="act_as_thead">
+                    <div class="act_as_row labels">
+                      ## partner
+                      <div class="act_as_cell first_column" style="width: 60px;">${_('Partner')}</div>
+                      ## code
+                      <div class="act_as_cell" style="width: 70px;">${_('code')}</div>
+                      ## balance
+                      <div class="act_as_cell classif_title" style="width: 70px;">${_('balance')}</div>
+                      ## Classifications
+                      %for title in ranges_titles:
+                        <div class="act_as_cell classif classif_title">${title}</div>
+                      %endfor
+                    </div>
+                  </div>
+                  <div class="act_as_tbody">
+                    %for partner_name, p_id, p_ref, p_name in acc.partners_order:
+                       %if acc.aged_lines.get(p_id):
+                       <div class="act_as_row lines">
+                         <%line = acc.aged_lines[p_id]%>
+                         <%percents = acc.aged_percents%>
+                         <%totals = acc.aged_totals%>
+                           <div class="act_as_cell first_column">${partner_name}</div>
+                           <div class="act_as_cell">${p_ref or ''}</div>
+
+                           <div class="act_as_cell amount">${formatLang(line.get('balance') or 0.0) | amount}</div>
+                            %for classif in ranges:
+                              <div class="act_as_cell classif amount">
+                                ${formatLang(line['aged_lines'][classif] or 0.0) | amount}
+                              </div>
+                            %endfor
+                       </div>
+                       %endif
+                    %endfor
+                    <div class="act_as_row labels">
+                      <div class="act_as_cell total">${_('Total')}</div>
+                      <div class="act_as_cell"></div>
+                      <div class="act_as_cell amount classif total">${formatLang(totals['balance']) | amount}</div>
+                      %for classif in ranges:
+                        <div class="act_as_cell amount classif total">${formatLang(totals[classif]) | amount}</div>
+                      %endfor
+                    </div>
+
+                    <div class="act_as_row">
+                      <div class="act_as_cell"><b>${_('Percents')}</b></div>
+                      <div class="act_as_cell"></div>
+                      <div class="act_as_cell"></div>
+                      %for classif in ranges:
+                        <div class="act_as_cell amount percent_line  classif">${formatLang(percents[classif]) | amount}%</div>
+                      %endfor
+                    </div>
+                  </div>
+                  <br/>
+
+                 %endif
+              %endfor
+            </%doc>
+
+
+        </div>
+    </body>
+</html>

account_partner_aged_statement_webkit/report/partner_aged_statement_report.py

@@ -0,0 +1,53 @@
+# -*- encoding: utf-8 -*-
+
+# ##############################################################################
+#
+#    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 time
+import operator
+import itertools
+
+from openerp import pooler
+from openerp.osv import orm
+from openerp.report import report_sxw
+from openerp.tools.translate import _
+
+from openerp.addons.account_financial_report_webkit.report.aged_partner_balance import (  # noqa
+    AccountAgedTrialBalanceWebkit
+)
+
+
+class PartnerAgedStatementReport(report_sxw.rml_parse):
+    def __init__(self, cr, uid, name, context):
+        super(PartnerAgedStatementReport, self).__init__(cr, uid, name,
+                                                         context=context)
+        self.localcontext.update({
+            'time': time,
+        })
+
+
+report_sxw.report_sxw(
+    'report.webkit.partner_aged_statement_report',
+    'account.account',
+    ('addons/'
+     'account_partner_aged_statement_webkit/'
+     'report/'
+     'partner_aged_statement.mako'),
+    parser=PartnerAgedStatementReport)
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: