[IMP+FIX] account_credit_control: traceable communications

account_credit_control/README.rst

@@ -53,13 +53,14 @@ You are able to specify a particular policy for one partner or one invoice.
 Usage
 =====
 
-Menu entries are located in ``Invoicing > Adviser > Credit Control``.
+Menu entries are located in *Invoicing > Adviser > Credit Control*.
 
-Create a new "run" in the ``Credit Control Run`` menu with the controlling date.
-Then, use the ``Compute Credit Lines`` button. All the credit control lines will
-be generated. You can find them in the ``Credit Control Lines`` menu.
+Create a new "run" in the *Credit Control Run* menu with the controlling date.
+Then, use the *Compute Credit Lines* button. All the credit control lines will
+be generated. You can find them in the *Credit Control Lines* menu.
 
 On each generated line, you have many choices:
+
  * Send a email
  * Print a letter
  * Change the state (so you can ignore or reopen lines)
@@ -68,6 +69,13 @@ On each generated line, you have many choices:
  * Mark one line as Manual followup will also mark all the lines of the
    partner. The partner will be visible in "Do Manual Follow-ups".
 
+Once your lines are properly set up, go back to the "run" and click on
+*Run channel action* to massively generate and queue communication emails or
+letters for all linked lines.
+
+Then, use the *Communications* smart button to see all email communication
+processes that have been created and follow them.
+
 Bug Tracker
 ===========
 
@@ -105,6 +113,7 @@ Contributors
   * Vicent Cubells
   * Ernesto Tejeda
   * Pedro M. Baeza
+  * Jairo Llopis
 
 Maintainers
 ~~~~~~~~~~~

account_credit_control/__manifest__.py

@@ -29,6 +29,7 @@
      # Views
      "views/account_invoice.xml",
      "views/credit_control_line.xml",
+     "views/credit_control_communication.xml",
      "views/credit_control_policy.xml",
      "views/credit_control_run.xml",
      "views/res_company.xml",
@@ -49,6 +50,7 @@
      "wizard/credit_control_printer_view.xml",
      "wizard/credit_control_policy_changer_view.xml",
  ],
+ "demo": ["demo/res_users.xml"],
  'installable': True,
  'license': 'AGPL-3',
  'application': True,

account_credit_control/data/data.xml

@@ -4,21 +4,17 @@
     <record id="email_template_credit_control_base" model="mail.template">
         <field name="name">Credit Control Email</field>
         <field name="email_from">${user.company_id.email or ''}</field>
-        <field name="subject">Credit Control:
-            (${object.current_policy_level.name or 'n/a'})
-        </field>
+        <field name="subject">Credit Control: (${object.policy_level_id.name or 'n/a'})</field>
         <field name="email_to">${object.get_email() or  ''}</field>
         <field name="model_id" ref="model_credit_control_communication"/>
-        <field name="auto_delete" eval="True"/>
-        <field name="lang">
-            ${object.get_contact_address().lang or 'en_US'}
-        </field>
+        <field name="auto_delete" eval="False"/>
+        <field name="lang">${object.contact_address_id.lang or 'en_US'}</field>
         <field name="report_template" ref="credit_control_summary"/>
         <field name="body_html"><![CDATA[
-  Dear ${object.contact_address.name or ''}
+  Dear ${object.contact_address_id.name or ''}
   <br/>
   <br/>
-  ${object.current_policy_level.custom_mail_text | safe}
+  ${object.policy_level_id.custom_mail_text | safe}
   ]]></field>
     </record>
 
@@ -221,4 +217,14 @@
         <field name="credit_policy_id" ref="credit_control_3_time"/>
     </record>
 
+    <!-- Mail subtypes -->
+    <record id="mt_request" model="mail.message.subtype">
+        <field name="name">Credit control</field>
+        <field name="description">Credit control notification</field>
+        <field name="res_model">account.credit.control.communication</field>
+        <field name="default" eval="True"/>
+        <field name="hidden" eval="False"/>
+        <field name="internal" eval="False"/>
+    </record>
+
 </odoo>

account_credit_control/demo/res_users.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2020 Tecnativa - Jairo Llopis
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+
+<data noupdate="1">
+
+    <record id="base.user_demo" model="res.users">
+        <field name="groups_id" eval="[(4, ref('group_account_credit_control_user'))]"/>
+    </record>
+
+</data>

account_credit_control/migrations/12.0.3.0.0/post-migration.py

@@ -0,0 +1,29 @@
+# Copyright 2020 Tecnativa - Jairo Llopis
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+
+from openupgradelib import openupgrade
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    # Update mail.template records for credit.control.communication
+    communication_model = env.ref(
+        "account_credit_control.model_credit_control_communication"
+    )
+    replacements = (
+        ("object.contact_address", "object.contact_address_id"),
+        ("object.current_policy_level", "object.policy_level_id"),
+        ("object.get_contact_address()", "object.contact_address_id"),
+    )
+    for from_, to in replacements:
+        openupgrade.logged_query(
+            env.cr,
+            """
+            UPDATE mail_template SET
+                subject = REPLACE(subject, %(from)s, %(to)s),
+                body_html = REPLACE(body_html, %(from)s, %(to)s)
+            WHERE model_id = %(model_id)s
+            """,
+            {"from": from_, "to": to, "model_id": communication_model.id},
+        )

account_credit_control/migrations/12.0.3.0.0/pre-migration.py

@@ -0,0 +1,24 @@
+# Copyright 2020 Tecnativa - Jairo Llopis
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+
+from openupgradelib import openupgrade
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    # Preserve mail_message_id historic data from credit.control.line records
+    mail_message_legacy = openupgrade.get_legacy_name("mail_message_id")
+    openupgrade.copy_columns(
+        env.cr,
+        {
+            "credit_control_line": [
+                ("mail_message_id", mail_message_legacy, None),
+            ]
+        },
+    )
+    # Vacuum meaningless transient data from credit.control.communication
+    openupgrade.logged_query(
+        env.cr,
+        "DELETE FROM credit_control_communication",
+    )

account_credit_control/models/__init__.py

@@ -1,6 +1,7 @@
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 from . import account_account
 from . import account_invoice
+from . import credit_control_communication
 from . import credit_control_line
 from . import credit_control_policy
 from . import credit_control_run