@ -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 <https://cybrosys.com/>`__ |
|||
|
|||
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 <https://cybrosys.com/>`__ |
|||
|
|||
Further information |
|||
=================== |
|||
HTML Description: `<static/description/index.html>`__ |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################### |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# 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 <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################### |
|||
from . import models |
@ -0,0 +1,48 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################### |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# 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 <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################### |
|||
{ |
|||
'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, |
|||
} |
@ -0,0 +1,25 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Scheduled action for sale order due date reminder--> |
|||
<data noupdate="1"> |
|||
<record id="ir_cron_scheduler_recurring_action_due_sale_order" model="ir.cron"> |
|||
<field name="name">Sale Order: Due Reminder Email</field> |
|||
<field name="model_id" ref="model_sale_order"/> |
|||
<field name="state">code</field> |
|||
<field name="code">model.action_send_mail_sale_order()</field> |
|||
<field name="user_id" ref="base.user_root"/> |
|||
<field name="interval_number">1</field> |
|||
<field name="interval_type">days</field> |
|||
</record> |
|||
<!-- Scheduled action for invoice due date reminder--> |
|||
<record id="ir_cron_scheduler_recurring_action_due_invoice" model="ir.cron"> |
|||
<field name="name">Invoice: Due Reminder Email</field> |
|||
<field name="model_id" ref="model_account_move"/> |
|||
<field name="state">code</field> |
|||
<field name="code">model.action_send_mail_invoice()</field> |
|||
<field name="user_id" ref="base.user_root"/> |
|||
<field name="interval_number">1</field> |
|||
<field name="interval_type">days</field> |
|||
</record> |
|||
</data> |
|||
</odoo> |
@ -0,0 +1,66 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Template for sale order due reminder--> |
|||
<data> |
|||
<record id="sale_order_due_mail_template" model="mail.template"> |
|||
<field name="name">Sale Order: Due Reminder Email</field> |
|||
<field name="model_id" ref="model_sale_order"/> |
|||
<field name="email_from">{{ object.company_id.partner_id.email }}</field> |
|||
<field name="email_to">{{ object.partner_id.email }}</field> |
|||
<field name="subject">Reminder for {{ object.name }} Expiration</field> |
|||
<field name="body_html" type="html"> |
|||
<div style="margin: 0px; padding: 0px;"> |
|||
<p style="margin: 0px; padding: 0px; font-size: 13px;"> |
|||
<h4><b>Dear <t t-out="object.partner_id.name"/>,</b></h4> |
|||
<br/> |
|||
Sale Order - <b><t t-out="object.name"/></b> is going to expire. |
|||
The due date is on <b><t t-out="object.due_date_order"/></b>. |
|||
<br/> |
|||
Please take necessary actions. |
|||
<br/> |
|||
<br/> |
|||
<b>More details of Order <t t-out="object.name"/></b> :<br/> |
|||
Order Name : <t t-out="object.name"/><br/> |
|||
Created Date : <t t-out="object.date_order"/><br/> |
|||
Sales Person : <t t-out="object.user_id.partner_id.name"/><br/> |
|||
Partner Name : <t t-out="object.partner_id.name"/><br/> |
|||
Total Order Amount : <t t-out="format_amount(object.amount_total, object.currency_id) or ''"/><br/> |
|||
<br/> |
|||
</p> |
|||
</div> |
|||
</field> |
|||
</record> |
|||
<!-- Template for invoice due reminder--> |
|||
<record id="invoice_due_mail_template" model="mail.template"> |
|||
<field name="name">Invoice: Due Reminder Email</field> |
|||
<field name="model_id" ref="model_account_move"/> |
|||
<field name="email_from">{{ object.company_id.partner_id.email }}</field> |
|||
<field name="email_to">{{ object.partner_id.email }}</field> |
|||
<field name="subject">Reminder for {{ object.name }} Expiration</field> |
|||
<field name="body_html" type="html"> |
|||
<div style="margin: 0px; padding: 0px;"> |
|||
<p style="margin: 0px; padding: 0px; font-size: 13px;"> |
|||
<h4><b>Dear <t t-out="object.partner_id.name"/>,</b></h4> |
|||
<br/> |
|||
Invoice - <b><t t-out="object.name"/></b> is going to expire. |
|||
The due date is on <b><t t-out="object.invoice_date_due"/></b>. |
|||
<br/> |
|||
Please take necessary actions. |
|||
<br/> |
|||
<br/> |
|||
<b>More details of Invoice <t t-out="object.name"/></b> :<br/> |
|||
Invoice Name : <t t-out="object.name"/><br/> |
|||
Created Date : <t t-out="object.invoice_date"/><br/> |
|||
Sales Person : <t t-out="object.user_id.partner_id.name"/><br/> |
|||
Partner Name : <t t-out="object.partner_id.name"/><br/> |
|||
Total Order Amount : <t t-out="format_amount(object.amount_paid, object.currency_id) or ''"/><br/> |
|||
Amount Paid : <t t-out="format_amount(object.amount_paid, object.currency_id) or ''"/><br/> |
|||
Amount Due : <t t-out="format_amount(object.amount_residual, object.currency_id) or ''"/><br/> |
|||
|
|||
<br/> |
|||
</p> |
|||
</div> |
|||
</field> |
|||
</record> |
|||
</data> |
|||
</odoo> |
@ -0,0 +1,5 @@ |
|||
## Module <sale_invoice_due_date_reminder> |
|||
#### 17.10.2024 |
|||
#### Version 18.0.1.0.0 |
|||
#### ADD |
|||
- Initial Commit for Due Date Reminder for Invoicing and Sales. |
@ -0,0 +1,24 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################### |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# 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 <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################### |
|||
from . import account_move |
|||
from . import res_config_settings |
|||
from . import sale_order |
@ -0,0 +1,55 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################### |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# 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 <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################### |
|||
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) |
@ -0,0 +1,46 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################### |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# 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 <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################### |
|||
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') |
@ -0,0 +1,77 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################### |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# 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 <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################### |
|||
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) |
After Width: | Height: | Size: 2.2 KiB |
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<?xml version="1.0" encoding="utf-8"?> |
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<odoo> |
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<!-- Inherited form view of res config settings of sales inorder to add new |
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fields for sale due date reminder--> |
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<record id="res_config_settings_view_form_sale" model="ir.ui.view"> |
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<field name="name">res.config.settings.view.form.inherit.sale.invoice.due.date.reminder</field> |
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<field name="model">res.config.settings</field> |
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<field name="inherit_id" ref="sale.res_config_settings_view_form"/> |
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<field name="arch" type="xml"> |
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<xpath expr="//block[@name='invoicing_setting_container']" |
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position="after"> |
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<h2>Order Due Reminder</h2> |
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<div class="row mt16 o_settings_container" |
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name="sale_order_due_reminder_container"> |
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<div class="col-12 col-lg-6 o_setting_box" |
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id="order_due_reminder"> |
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<div class="o_setting_left_pane"> |
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<field name="reminder_sales"/> |
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</div> |
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<div class="o_setting_right_pane"> |
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<label for="reminder_sales"/> |
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<div class="text-muted"> |
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Enable this to get reminder of due in Sale |
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Order. |
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</div> |
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<div class="row mt16" |
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invisible="reminder_sales == False"> |
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<label for="set_date_sales" |
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class="col-lg-4 o_light_label"/> |
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<field name="set_date_sales" |
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class="oe_inline"/> |
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</div> |
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</div> |
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</div> |
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</div> |
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</xpath> |
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</field> |
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</record> |
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<!-- Inherited form view of res config settings of invoice, inorder to add |
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new fields for invoice due date reminder--> |
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<record id="res_config_settings_view_form" model="ir.ui.view"> |
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<field name="name">res.config.settings.view.form.inherit.sale.invoice.due.date.reminder</field> |
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<field name="model">res.config.settings</field> |
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<field name="inherit_id" ref="account.res_config_settings_view_form"/> |
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<field name="arch" type="xml"> |
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<xpath expr="//block[@id='invoicing_settings']" position="after"> |
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<h2>Invoice Due Reminder</h2> |
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<div class="row mt16 o_settings_container" |
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name="invoice_due_reminder_container"> |
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<div class="col-12 col-lg-6 o_setting_box" |
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id="invoice_due_reminder"> |
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<div class="o_setting_left_pane"> |
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<field name="reminder_invoicing"/> |
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</div> |
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<div class="o_setting_right_pane"> |
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<label for="reminder_invoicing"/> |
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<div class="text-muted"> |
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Enable this to get reminder of due in Sale |
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Order. |
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</div> |
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<div class="row mt16" |
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invisible="reminder_invoicing == False"> |
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<label for="set_date_invoicing" |
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class="col-lg-4 o_light_label"/> |
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<field name="set_date_invoicing" |
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class="oe_inline"/> |
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</div> |
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</div> |
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</div> |
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</div> |
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</xpath> |
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</field> |
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</record> |
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</odoo> |
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<?xml version="1.0" encoding="utf-8"?> |
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<odoo> |
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<!-- Inherited form view of sale order to add a new field for due date--> |
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<record id="view_order_form" model="ir.ui.view"> |
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<field name="name">sale.order.view.form.inherit.sale.invoice.due.date.reminder</field> |
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<field name="model">sale.order</field> |
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<field name="inherit_id" ref="sale.view_order_form"/> |
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<field name="arch" type="xml"> |
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<xpath expr="//field[@name='date_order']" position="after"> |
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<field name="due_date_order" string="Due Date"/> |
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</xpath> |
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</field> |
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</record> |
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</odoo> |