diff --git a/sale_invoice_due_date_reminder/README.rst b/sale_invoice_due_date_reminder/README.rst new file mode 100644 index 000000000..6316ef2ed --- /dev/null +++ b/sale_invoice_due_date_reminder/README.rst @@ -0,0 +1,51 @@ +.. image:: https://img.shields.io/badge/licenses-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Due Date Reminder for Invoicing and Sales +========================================= +This module will help you to send reminder mail for all the partners with due on sale order and invoicing. + +Configuration +============= +* Set Sale Reminder and also set due days gap to send mail +* Set Invoice Reminder and also set due days gap to send mail + +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 : +(V16) Amaya Aravind, +(V17) Anjhana A k, +(V18) Manasa T P, +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..ca88ad8dd --- /dev/null +++ b/sale_invoice_due_date_reminder/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Manasa T P (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..e01c308c2 --- /dev/null +++ b/sale_invoice_due_date_reminder/__manifest__.py @@ -0,0 +1,48 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Manasa T P (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': 'Due Date Reminder for Invoicing and Sales', + 'version': '18.0.1.0.0', + 'category': 'Sales,Accounting', + 'summary': """Send reminder mail for all the partners with due on sale + order and invoicing.""", + 'description': """This module crafted by Cybrosys Technologies provides an + option to send reminder mail for all the partners with due on sale order + and invoicing.By using scheduled action, it will send reminder mail in + the exact time.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': "https://www.cybrosys.com", + 'depends': ['base', 'sale_management', 'account'], + 'data': [ + 'data/ir_cron_data.xml', + 'data/mail_template_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..f02175df4 --- /dev/null +++ b/sale_invoice_due_date_reminder/data/ir_cron_data.xml @@ -0,0 +1,25 @@ + + + + + + Sale Order: Due Reminder Email + + code + model.action_send_mail_sale_order() + + 1 + days + + + + Invoice: Due Reminder Email + + code + model.action_send_mail_invoice() + + 1 + days + + + diff --git a/sale_invoice_due_date_reminder/data/mail_template_data.xml b/sale_invoice_due_date_reminder/data/mail_template_data.xml new file mode 100644 index 000000000..65df82fd1 --- /dev/null +++ b/sale_invoice_due_date_reminder/data/mail_template_data.xml @@ -0,0 +1,66 @@ + + + + + + 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..d78cb6866 --- /dev/null +++ b/sale_invoice_due_date_reminder/doc/RELEASE_NOTES.md @@ -0,0 +1,5 @@ +## Module +#### 17.10.2024 +#### Version 18.0.1.0.0 +#### ADD +- Initial Commit for Due Date Reminder for Invoicing and Sales. 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..4e6fa38b5 --- /dev/null +++ b/sale_invoice_due_date_reminder/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Manasa T P (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..5dc3fa2d7 --- /dev/null +++ b/sale_invoice_due_date_reminder/models/account_move.py @@ -0,0 +1,55 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Manasa T P (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())) + 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(int( + values['set_date_invoicing'])) + + fields.Date.today()): + mail_template = self.env.ref( + 'sale_invoice_due_date_reminder.invoice_due' + '_mail_template') + mail_template.send_mail(record.id, force_send=True) + elif (record.state == 'posted' and + record.payment_state != 'paid' and + record.invoice_date_due == timedelta( + int(values[ + 'set_date_invoicing'])) + + fields.Date.today()): + mail_template = self.env.ref( + 'sale_invoice_due_date_reminder.invoice_due_mail_' + 'template') + m = 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..3f658bc3d --- /dev/null +++ b/sale_invoice_due_date_reminder/models/res_config_settings.py @@ -0,0 +1,46 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Manasa T P (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 + + +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='sale_invoice_due_date_reminder.reminder_sale') + set_date_sales = fields.Integer( + string='Set Days', + help='Reminder will send according to this number of days set in this ' + 'field.', + config_parameter='sale_invoice_due_date_reminder.set_date_sales') + reminder_invoicing = fields.Boolean( + string='Reminder for Invoicing', + help='Enable this field to get reminder of due in Invoicing.', + config_parameter='sale_invoice_due_date_reminder.reminder_invoicing') + set_date_invoicing = fields.Integer( + string='Set Days', + help='Reminder will send according to this number of days set in this ' + 'field.', + config_parameter='sale_invoice_due_date_reminder.set_date_invoicing') 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..abb408749 --- /dev/null +++ b/sale_invoice_due_date_reminder/models/sale_order.py @@ -0,0 +1,77 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Manasa T P (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 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())) + 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(int( + values['set_date_sales'])) + + fields.Date.today()): + mail_template = self.env.ref( + 'sale_invoice_due_date_reminder.sale_order_due' + '_mail_template') + 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( + int(values[ + 'set_date_sales'])) + + fields.Date.today()): + mail_template = self.env.ref( + 'sale_invoice_due_date_reminder.sale_order' + '_due_mail_template') + 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( + int(values[ + 'set_date_sales'])) + + fields.Date.today()): + mail_template = self.env.ref( + 'sale_invoice_due_date_reminder.sale_' + 'order_due_mail_template') + mail_template.send_mail(record.id, + force_send=True) diff --git a/sale_invoice_due_date_reminder/static/description/assets/cybro-icon.png b/sale_invoice_due_date_reminder/static/description/assets/cybro-icon.png new file mode 100644 index 000000000..06e73e11d Binary files /dev/null and b/sale_invoice_due_date_reminder/static/description/assets/cybro-icon.png differ diff --git a/sale_invoice_due_date_reminder/static/description/assets/cybro-odoo.png b/sale_invoice_due_date_reminder/static/description/assets/cybro-odoo.png new file mode 100644 index 000000000..ed02e07a4 Binary files /dev/null and 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+ + + + + + + + + + + diff --git a/sale_invoice_due_date_reminder/static/description/assets/icons/banner-promo.svg b/sale_invoice_due_date_reminder/static/description/assets/icons/banner-promo.svg new file mode 100644 index 000000000..d52791b11 --- /dev/null +++ b/sale_invoice_due_date_reminder/static/description/assets/icons/banner-promo.svg @@ -0,0 +1,147 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/sale_invoice_due_date_reminder/static/description/assets/icons/brand-pair.svg b/sale_invoice_due_date_reminder/static/description/assets/icons/brand-pair.svg new file mode 100644 index 000000000..d8db7fc1e --- /dev/null +++ b/sale_invoice_due_date_reminder/static/description/assets/icons/brand-pair.svg @@ -0,0 +1,41 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 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/close-icon.svg b/sale_invoice_due_date_reminder/static/description/assets/icons/close-icon.svg new file mode 100644 index 000000000..df8cce37a --- /dev/null +++ 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+ Community +
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+ Enterprise +
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+ Odoo.sh +
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+ Send Reminder Mail for Due on Sale Orders and + Invoices. +

+

Due Date Reminder For Invoicing And Sales +

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Key + Highlights

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+ Automated Due Date Reminders
+

+ Send automated email reminders to customers + for pending invoices and sale orders nearing + their due dates.

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+ Automated Triggers +
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+ Automated triggers based on configured due date and remainder days. +

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+ + Due Date Reminder For Invoicing And Sales +

+ Are you ready to make your business more + organized? +
Improve now! +

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+ acc_bg +
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+ Sale Order Remainder. + +

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+ + On enabling "Remainder for + sales" Set due date for sale + order from the settings + +

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+ + Sale Order Due Date +

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+ 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. +

+
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+ + Reminder mail for sale order. + +

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+ Invoice Remainder + +

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+ Field for setting days in settings of invoicing. +

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+ Invoice Due Date. + +

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+ 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. +

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+ + Reminder mail for invoices. + +

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+ Automatically send email + reminders to customers for + invoices and sale orders near + their due dates. +

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+ Reduce manual intervention and + ensure timely payment + follow-ups. +

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+ This module + automates the + process of sending + reminders to + customers for sale + orders and + invoices that are + approaching their + due date, ensuring + timely payments and + reducing the risk of + bad debts. +

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+ +
+ +
+

+ Reminders are + triggered + automatically based + on the due date of + an invoice or sale + order. You can + configure when the + reminders should be + sent in the + configuration -> + settings. +

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+ Latest Release 18.0.1.0.0 +

+ + 17th October, 2024 + +
+
+
+
+
+ Add +
+
+
+
    +
  • + Initial Commit +
  • +
+
+
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+ + + + + + +
+

+ Our Services

+ +
+ +
+
+ .... +
+
+ +
+ + +
+
+ + + + + + 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..39f644f33 --- /dev/null +++ b/sale_invoice_due_date_reminder/views/res_config_settings_views.xml @@ -0,0 +1,74 @@ + + + + + res.config.settings.view.form.inherit.sale.invoice.due.date.reminder + res.config.settings + + + +

Order Due Reminder

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

Invoice Due Reminder

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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 + + + + + + + +