diff --git a/sale_invoice_due_date_reminder/README.rst b/sale_invoice_due_date_reminder/README.rst new file mode 100644 index 000000000..8a92763f9 --- /dev/null +++ b/sale_invoice_due_date_reminder/README.rst @@ -0,0 +1,46 @@ +.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Sale Invoice Due Date Reminder +============================== +This module will help you to send reminder mail for all the partners with due on sale order and invoicing. + +Configuration +============= +* No additional configurations needed + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +Affero General Public License v3.0 (AGPL v3) +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Credits +------- +Developer: (V15) Nikhil M, Contact : odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/sale_invoice_due_date_reminder/__init__.py b/sale_invoice_due_date_reminder/__init__.py new file mode 100644 index 000000000..2513a1cc3 --- /dev/null +++ b/sale_invoice_due_date_reminder/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Nikhil M (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from . import models diff --git a/sale_invoice_due_date_reminder/__manifest__.py b/sale_invoice_due_date_reminder/__manifest__.py new file mode 100644 index 000000000..90c3629f1 --- /dev/null +++ b/sale_invoice_due_date_reminder/__manifest__.py @@ -0,0 +1,44 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Nikhil M(odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +{ + 'name': 'Sale Invoice Due Date Reminder', + 'version': '15.0.1.0.0', + 'category': 'Sales, Accounting', + 'summary': """Reminder for partners with due on sale order and invoicing.""", + 'description': """Reminder for due on sale order and invoicing.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': "https://www.cybrosys.com", + 'depends': ['sale_management', 'account'], + 'data': [ + 'data/mail_data.xml', + 'data/ir_cron_data.xml', + 'views/sale_order_views.xml', + 'views/res_config_settings_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/sale_invoice_due_date_reminder/data/ir_cron_data.xml b/sale_invoice_due_date_reminder/data/ir_cron_data.xml new file mode 100644 index 000000000..fa52ec5f5 --- /dev/null +++ b/sale_invoice_due_date_reminder/data/ir_cron_data.xml @@ -0,0 +1,27 @@ + + + + + + Sale Order: Due Reminder Email + + code + model.action_send_mail_sale_order() + + 1 + days + -1 + + + + Invoice: Due Reminder Email + + code + model.action_send_mail_invoice() + + 1 + days + -1 + + + diff --git a/sale_invoice_due_date_reminder/data/mail_data.xml b/sale_invoice_due_date_reminder/data/mail_data.xml new file mode 100644 index 000000000..74fc55b23 --- /dev/null +++ b/sale_invoice_due_date_reminder/data/mail_data.xml @@ -0,0 +1,65 @@ + + + + + + Sale Order: Due Reminder Email + + {{ object.company_id.partner_id.email }} + {{ object.partner_id.email }} + Reminder for {{ object.name }} Expiration + +
+

+

Dear ,

+
+ Sale Order - is going to expire. + The due date is on . +
+ Please take necessary actions. +
+
+ More details of Order :
+ Order Name :
+ Created Date :
+ Sales Person :
+ Partner Name :
+ Total Order Amount :
+
+

+
+
+
+ + + Invoice: Due Reminder Email + + {{ object.company_id.partner_id.email }} + {{ object.partner_id.email }} + Reminder for {{ object.name }} Expiration + +
+

+

Dear ,

+
+ Invoice - is going to expire. + The due date is on . +
+ Please take necessary actions. +
+
+ More details of Invoice :
+ Invoice Name :
+ Created Date :
+ Sales Person :
+ Partner Name :
+ Total Order Amount :
+ Amount Paid :
+ Amount Due :
+
+

+
+
+
+
+
diff --git a/sale_invoice_due_date_reminder/doc/RELEASE_NOTES.md b/sale_invoice_due_date_reminder/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..ae919dff3 --- /dev/null +++ b/sale_invoice_due_date_reminder/doc/RELEASE_NOTES.md @@ -0,0 +1,5 @@ +## Module +#### 04.11.2023 +#### Version 15.0.1.0.0 +#### ADD +- Initial Commit for Sale Invoice Due Date Reminder diff --git a/sale_invoice_due_date_reminder/models/__init__.py b/sale_invoice_due_date_reminder/models/__init__.py new file mode 100644 index 000000000..5e93c9abd --- /dev/null +++ b/sale_invoice_due_date_reminder/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Nikhil M (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from . import account_move +from . import res_config_settings +from . import sale_order diff --git a/sale_invoice_due_date_reminder/models/account_move.py b/sale_invoice_due_date_reminder/models/account_move.py new file mode 100644 index 000000000..bb5418960 --- /dev/null +++ b/sale_invoice_due_date_reminder/models/account_move.py @@ -0,0 +1,49 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Nikhil M (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from datetime import timedelta +from odoo import fields, models + + +class AccountMove(models.Model): + """Class for the inherited model account. move""" + _inherit = 'account.move' + + def action_send_mail_invoice(self): + """Function for sending mail by checking date in settings. """ + values = self.env['res.config.settings'].default_get( + list(self.env['res.config.settings'].fields_get())) + set_date = int(values['set_date_invoicing']) + date = fields.Date.today() + ref = 'sale_invoice_due_date_reminder.invoice_due_mail_template' + if values['reminder_invoicing'] is not False: + for record in self.search([]): + if (record.invoice_date_due and record.move_type == + 'out_invoice'): + if record.state == 'draft': + if record.invoice_date_due == timedelta(set_date) + date: + mail_template = self.env.ref(ref) + mail_template.send_mail(record.id, force_send=True) + elif (record.state == 'posted' and + record.payment_state != 'paid' and + record.invoice_date_due == timedelta(set_date) + date): + mail_template = self.env.ref(ref) + mail_template.send_mail(record.id, force_send=True) diff --git a/sale_invoice_due_date_reminder/models/res_config_settings.py b/sale_invoice_due_date_reminder/models/res_config_settings.py new file mode 100644 index 000000000..482893dc7 --- /dev/null +++ b/sale_invoice_due_date_reminder/models/res_config_settings.py @@ -0,0 +1,51 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Nikhil M (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from odoo import fields, models +conf_param = { + 'sale': 'sale_invoice_due_date_reminder.reminder_sale', + 'sale_d': 'sale_invoice_due_date_reminder.set_date_sales', + 'inv': 'sale_invoice_due_date_reminder.reminder_invoicing', + 'inv_d': 'sale_invoice_due_date_reminder.set_date_invoicing' +} + + +class ResConfigSettings(models.TransientModel): + """Class for the inherited transient model res.config.settings.""" + _inherit = 'res.config.settings' + + reminder_sales = fields.Boolean(string='Reminder for Sales', + help='Enable this field to get reminder ' + 'of due in Sale Order.', + config_parameter=conf_param['sale']) + set_date_sales = fields.Integer(string='Set Days', help='Reminder' + 'will send according to the' + 'no. of days set.', + config_parameter=conf_param['sale_d']) + reminder_invoicing = fields.Boolean(string='Reminder for Invoicing', + help='Enable this field to get' + 'reminder of due in Invoicing.', + config_parameter=conf_param['inv']) + set_date_invoicing = fields.Integer(string='Set Days', + help='Reminder will send according to' + 'this number of days set in this' + 'field.', + config_parameter=conf_param['inv_d']) diff --git a/sale_invoice_due_date_reminder/models/sale_order.py b/sale_invoice_due_date_reminder/models/sale_order.py new file mode 100644 index 000000000..0f1a2c7e2 --- /dev/null +++ b/sale_invoice_due_date_reminder/models/sale_order.py @@ -0,0 +1,67 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Nikhil M (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from datetime import timedelta +from odoo import fields, models + + +class SaleOrder(models.Model): + """Class for inherited model sale order.""" + _inherit = 'sale.order' + + due_date_order = fields.Date(string="Due Date", + help='Set a due date for the Sale Order') + + def action_send_mail_sale_order(self): + """Function for sending mail by checking date in settings. """ + values = self.env['res.config.settings'].default_get( + list(self.env['res.config.settings'].fields_get())) + set_date_s = int(values['set_date_sales']) + date = fields.Date.today() + ref_s = 'sale_invoice_due_date_reminder.sale_order_due_mail_template' + if values['reminder_sales'] is not False: + for record in self.search([]): + if (record.due_date_order and record.invoice_status != + 'invoiced'): + if (record.invoice_status == 'upselling' or + record.invoice_status == 'to invoice'): + if record.due_date_order == timedelta(set_date_s) + date: + mail_template = self.env.ref(ref_s) + mail_template.send_mail(record.id, + force_send=True) + elif record.invoice_status == 'no': + if record.invoice_count == 0: + if (record.due_date_order == + timedelta(set_date_s) + date): + mail_template = self.env.ref(ref_s) + mail_template.send_mail(record.id, + force_send=True) + else: + payment_list = record.invoice_ids.mapped( + 'payment_state') + if (('not_paid' or 'in_payment' or 'partial' or + 'reversed' or 'invoicing_legacy') + in payment_list): + if (record.due_date_order == + timedelta(set_date_s) + date): + mail_template = self.env.ref(ref_s) + mail_template.send_mail(record.id, + force_send=True) diff --git a/sale_invoice_due_date_reminder/static/description/assets/icons/check.png b/sale_invoice_due_date_reminder/static/description/assets/icons/check.png new file mode 100644 index 000000000..c8e85f51d Binary files /dev/null and b/sale_invoice_due_date_reminder/static/description/assets/icons/check.png differ diff --git a/sale_invoice_due_date_reminder/static/description/assets/icons/chevron.png b/sale_invoice_due_date_reminder/static/description/assets/icons/chevron.png new file mode 100644 index 000000000..2089293d6 Binary files /dev/null and b/sale_invoice_due_date_reminder/static/description/assets/icons/chevron.png differ diff --git a/sale_invoice_due_date_reminder/static/description/assets/icons/cogs.png 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+ +
+ +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+ +
+
+
+ +

+ Sale Invoice Due Date Reminder

+

+ Send Reminder Mail For Due On Sale Orders And Invoices.

+ + +
+
+
+
+ +
+
+ +
+

+ Explore This + Module

+
+ + + + +
+
+ +
+

+ Overview +

+
+
+
+ This module will help you to send reminder mail for all the partners + with due on sale order and invoicing. +
+
+ + + +
+
+ +
+

+ Features +

+
+
+
+
+ + Scheduled Action For Sending Reminder Mails. +
+
+ + The Mails Will Send According To The Days That Set In Settings. +
+
+ + No Need Of Other Configurations. +
+
+
+
+
+ + + +
+
+ +
+

+ Screenshots +

+
+
+
+
+

+ Set Due Date For Sale Order. +

+ +
+
+

+ Field For Setting Days In Settings Of Sales. +

+

+ The reminder mail will send according this number of days. Eg: + if you set 5 , the reminder mail will send 5 days before the due + date that set in that of sale order. +

+ +
+
+

+ Reminder Mail For Sale Order. +

+ +
+
+

+ Set Due Date For Invoice. +

+ +
+
+

+ Field For Setting Days In Settings Of Invoicing. +

+

+ The reminder mail will send according this number of days. Eg: + if you set 2 , the reminder mail will send 2 days before the due + date that set in that of invoice. +

+ +
+
+

+ Reminder Mail For Invoices. +

+ +
+
+
+ + + +
+
+ +
+

Related + Products +

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Need Help?

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Got questions or need help? + Get in touch.

+ +

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+

Say hi to us on WhatsApp!

+ +

+ +91 86068 + 27707

+
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+
+ \ No newline at end of file diff --git a/sale_invoice_due_date_reminder/views/res_config_settings_views.xml b/sale_invoice_due_date_reminder/views/res_config_settings_views.xml new file mode 100644 index 000000000..a345bc65f --- /dev/null +++ b/sale_invoice_due_date_reminder/views/res_config_settings_views.xml @@ -0,0 +1,73 @@ + + + + + res.config.settings.view.form.inherit.sale.invoice.due.date.reminder + res.config.settings + + + +

Order Due Reminder

+
+
+
+ +
+
+
+
+
+
+
+
+ + + res.config.settings.view.form.inherit.sale.invoice.due.date.reminder + res.config.settings + + + +

Invoice Due Reminder

+
+
+
+ +
+
+
+
+
+
+
+
+
diff --git a/sale_invoice_due_date_reminder/views/sale_order_views.xml b/sale_invoice_due_date_reminder/views/sale_order_views.xml new file mode 100644 index 000000000..687da190c --- /dev/null +++ b/sale_invoice_due_date_reminder/views/sale_order_views.xml @@ -0,0 +1,14 @@ + + + + + sale.order.view.form.inherit.sale.invoice.due.date.reminder + sale.order + + + + + + + +