[IMP] Add a cron for the analytic accounts, this cron will send an email to the responsible of the pending accounts
bzr revid: stephane@openerp.com-20110422085446-r744ot300i6qwksv
This commit is contained in:
Stephane Wirtel
@@ -20,6 +20,7 @@
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##############################################################################
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import account_analytic_analysis
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import cron_account_analytic_account
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@@ -41,6 +41,7 @@ user-wise as well as month wise.
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"security/ir.model.access.csv",
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"account_analytic_analysis_view.xml",
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"account_analytic_analysis_menu.xml",
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"account_analytic_analysis_cron.xml",
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],
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'demo_xml' : [],
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'installable': True,
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@@ -374,7 +374,25 @@ class account_analytic_account(osv.osv):
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res[id] = round(res.get(id, 0.0),2)
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return res
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_columns ={
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def _is_overdue_quantity(self, cr, uid, ids, fieldnames, args, context=None):
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result = dict.fromkeys(ids, 0)
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for record in self.browse(cr, uid, ids, context=context):
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result[record.id] = int(record.quantity >= record.quantity_max)
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return result
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def _get_analytic_account(self, cr, uid, ids, context=None):
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result = set()
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for line in self.pool.get('account.analytic.line').browse(cr, uid, ids, context=context):
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result.add(line.account_id.id)
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return list(result)
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_columns = {
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'is_overdue_quantity' : fields.function(_is_overdue_quantity, method=True, type='boolean', string='Overdue Quantity',
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store={
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'account.analytic.line' : (_get_analytic_account, None, 20),
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}),
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'ca_invoiced': fields.function(_ca_invoiced_calc, method=True, type='float', string='Invoiced Amount',
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help="Total customer invoiced amount for this account.",
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digits_compute=dp.get_precision('Account')),
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@@ -0,0 +1,15 @@
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<?xml version="1.0" encoding='UTF-8'?>
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<openerp>
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<data>
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<record model="ir.cron" id="account_analytic_cron">
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<field name="name">Analytic Account Report for Sales</field>
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<field name="interval_number">1</field>
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<field name="interval_type">weeks</field>
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<field name="numbercall">-1</field>
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<field eval="False" name="doall"/>
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<field eval="'account.analytic.account'" name="model"/>
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<field eval="cron_account_analytic_account" name="function"/>
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<field eval="'()'" name="args"/>
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</record>
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</data>
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</openerp>
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@@ -21,5 +21,63 @@
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<field name="domain">[('date','<=',time.strftime('%Y-%m-%d')),('state','=','open')]</field>
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</record>
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<menuitem action="action_account_analytic_managed_overpassed" id="menu_action_account_analytic_managed_overpassed" sequence="50" parent="menu_invoicing" groups="base.group_extended"/>
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<record id="view_account_analytic_account_overdue_search" model="ir.ui.view">
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<field name="name">account.analytic.account.search</field>
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<field name="model">account.analytic.account</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Analytic Account">
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<group col="8" colspan="4">
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<filter icon="terp-check" name="current" string="Current" domain="[('state', 'not in', ('closed', 'cancelled')]" help="Current Accounts" />
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<filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]" help="Open Accounts"/>
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<filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]" help="Pending Accounts"/>
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<separator orientation="vertical"/>
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<filter icon="terp-go-today" string="Overdue Accounts" domain="[('is_overdue_quantity', '=', True)]" help="Analytic Accounts with a quantity overdu" />
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<filter icon="terp-go-month"
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string=" +1 Month"
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domain="[('date','<=', (datetime.date.today() + relativedelta(months=1)).strftime('%%Y-%%m-%%d')),('date','>=', time.strftime('%%Y-%%m-%%d'))]"
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help="Analytic Accounts with a past deadline in one month." />
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<separator orientation="vertical"/>
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<field name="name" select="1"/>
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<field name="code" select="1"/>
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<field name="partner_id" select="1">
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<filter string="Has Partner" name="has_partner" domain="[('partner_id', '!=', False)]" icon="terp-partner" />
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<filter string="Has No Partner" name="has_no_partner" domain="[('partner_id', '=', False)]" icon="terp-partner" />
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</field>
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<field name="user_id">
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<filter string="My Entries" domain="[('user_id','=',uid)]" icon="terp-personal"/>
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<filter string="No Account Manager" domain="[('user_id', '=', False)]" icon="terp-personal-" />
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</field>
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</group>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Manager" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
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<filter string="Associated Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
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<separator orientation="vertical"/>
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<filter string="Parent" icon="terp-folder-orange" domain="[]" context="{'group_by':'parent_id'}"/>
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<!--
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<filter string="Start Date" icon="terp-go-month" domain="[]" context="{'group_by' : 'date_start'}" />
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-->
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<filter string="End Date" icon="terp-go-month" domain="[]" context="{'group_by' : 'date'}" />
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</group>
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</search>
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</field>
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</record>
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<record id="action_account_analytic_overdue" model="ir.actions.act_window">
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<field name="name">Overdue Accounts</field>
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<field name="res_model">account.analytic.account</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form,graph</field>
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<field name="context">{'search_default_has_partner' : 1, 'search_default_current' : 1}</field>
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<field name="search_view_id" ref="view_account_analytic_account_overdue_search"/>
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</record>
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<menuitem action="action_account_analytic_overdue" id="menu_action_account_analytic_overdue" sequence="50" parent="sale.menu_invoiced" groups="base.group_extended"/>
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</data>
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</openerp>
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@@ -0,0 +1,79 @@
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#!/usr/bin/env python
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from osv import osv
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from mako.template import Template
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import time
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try:
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import cStringIO as StringIO
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except ImportError:
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import StringIO
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import tools
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MAKO_TEMPLATE = u"""Hello ${user.name},
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Here is a list of contracts that have to be renewed for two
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possible reasons:
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- the end of contract date is passed
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- the customer consumed more support hours than expected
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Can you contact the customer in order to sell a new or renew its contract.
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the contract has been set with a pending state, can you update the status
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of the analytic account following this rule:
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- Set Done: if the customer does not want to renew
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- Set Open: if the customer purchased an extra contract
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Here is the list of contracts to renew:
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% for partner, accounts in partners.iteritems():
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* ${partner.name}
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% for account in accounts:
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- Name: ${account.name}
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% if account.quantity_max != 0.0:
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- Quantity: ${account.quantity}/${account.quantity_max} hours
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% endif
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- Dates: ${account.date_start} to ${account.date and account.date or '???'}
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- Contacts:
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% for address in account.partner_id.address:
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. ${address.name}, ${address.phone}, ${address.email}
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% endfor
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% endfor
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% endfor
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You can use the report in the menu: Sales > Invoicing > Overdue Accounts
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Regards,
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--
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OpenERP
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"""
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class analytic_account(osv.osv):
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_inherit = 'account.analytic.account'
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def cron_account_analytic_account(self, cr, uid, context=None):
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domain = [
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('name', 'not ilike', 'maintenance'),
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('partner_id', '!=', False),
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('user_id', '!=', False),
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('user_id.user_email', '!=', False),
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('state', 'in', ('draft', 'open')),
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'|', ('date', '<', time.strftime('%Y-%m-%d')), ('date', '=', False),
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]
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account_ids = self.search(cr, uid, domain, context=context, order='name asc')
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accounts = self.browse(cr, uid, account_ids, context=context)
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users = dict()
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for account in accounts:
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users.setdefault(account.user_id, dict()).setdefault(account.partner_id, []).append(account)
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account.write({'state' : 'pending'}, context=context)
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for user, data in users.iteritems():
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subject = '[OPENERP] Reporting: Analytic Accounts'
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body = Template(MAKO_TEMPLATE).render_unicode(user=user, partners=data)
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tools.email_send('noreply@openerp.com', [user.user_email, ], subject, body)
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return True
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analytic_account()
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