84c009416e
- New standalone module to collect fixes for default Odoo behavior - Fix #1: account_followup never clears followup_next_action_date when invoices are paid, causing collection emails to fully-paid clients. Hooks into _invoice_paid_hook to auto-clear stale data. - Harden Fusion Accounting followup queries with amount_residual > 0 filter and add balance check before sending emails Co-authored-by: Cursor <cursoragent@cursor.com>
258 lines
8.8 KiB
Python
258 lines
8.8 KiB
Python
# Part of Fusion Accounting. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models, _
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from odoo.exceptions import UserError
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class FusionFollowupSendWizard(models.TransientModel):
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"""Wizard for previewing and manually sending payment follow-ups.
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Allows the user to review the email content, modify the message
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body, choose communication channels, and send the follow-up for
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one or more partners at once.
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"""
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_name = 'fusion.followup.send.wizard'
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_description = "Fusion Follow-up Send Wizard"
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# ---- Context Fields ----
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followup_line_id = fields.Many2one(
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comodel_name='fusion.followup.line',
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string="Follow-up Record",
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readonly=True,
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)
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partner_id = fields.Many2one(
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comodel_name='res.partner',
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string="Partner",
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related='followup_line_id.partner_id',
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readonly=True,
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)
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followup_level_id = fields.Many2one(
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comodel_name='fusion.followup.level',
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string="Follow-up Level",
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related='followup_line_id.followup_level_id',
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readonly=True,
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)
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# ---- Editable Content ----
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email_subject = fields.Char(
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string="Subject",
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compute='_compute_email_preview',
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store=True,
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readonly=False,
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)
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email_body = fields.Html(
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string="Email Body",
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compute='_compute_email_preview',
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store=True,
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readonly=False,
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help="Edit the email body before sending. Changes apply only to this send.",
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)
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# ---- Channel Overrides ----
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do_send_email = fields.Boolean(
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string="Send Email",
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compute='_compute_channel_defaults',
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store=True,
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readonly=False,
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)
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do_send_sms = fields.Boolean(
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string="Send SMS",
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compute='_compute_channel_defaults',
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store=True,
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readonly=False,
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)
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do_print_letter = fields.Boolean(
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string="Print Letter",
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compute='_compute_channel_defaults',
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store=True,
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readonly=False,
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)
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do_join_invoices = fields.Boolean(
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string="Attach Invoices",
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compute='_compute_channel_defaults',
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store=True,
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readonly=False,
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)
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# ---- Informational ----
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overdue_amount = fields.Monetary(
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string="Overdue Amount",
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related='followup_line_id.overdue_amount',
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readonly=True,
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currency_field='currency_id',
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)
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overdue_count = fields.Integer(
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string="Overdue Invoices",
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related='followup_line_id.overdue_count',
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readonly=True,
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)
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currency_id = fields.Many2one(
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comodel_name='res.currency',
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related='followup_line_id.currency_id',
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readonly=True,
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)
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# --------------------------------------------------
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# Default Values
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# --------------------------------------------------
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@api.model
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def default_get(self, fields_list):
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"""Populate the wizard from the active follow-up line."""
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defaults = super().default_get(fields_list)
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active_id = self.env.context.get('active_id')
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if active_id and self.env.context.get('active_model') == 'fusion.followup.line':
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defaults['followup_line_id'] = active_id
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return defaults
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# --------------------------------------------------
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# Computed Fields
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# --------------------------------------------------
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@api.depends('followup_level_id', 'partner_id')
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def _compute_email_preview(self):
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"""Build a preview of the email subject and body.
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Uses the level's email template if set, otherwise falls back to
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the level description or a sensible default.
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"""
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for wizard in self:
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level = wizard.followup_level_id
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partner = wizard.partner_id
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company = wizard.followup_line_id.company_id or self.env.company
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if level and level.email_template_id:
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template = level.email_template_id
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# Render the template for the partner
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rendered = template._render_field(
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'body_html', [partner.id],
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engine='inline_template',
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compute_lang=True,
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)
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wizard.email_body = rendered.get(partner.id, '')
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rendered_subject = template._render_field(
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'subject', [partner.id],
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engine='inline_template',
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compute_lang=True,
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)
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wizard.email_subject = rendered_subject.get(partner.id, '')
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else:
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wizard.email_subject = _(
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"%(company)s - Payment Reminder",
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company=company.name,
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)
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if level and level.description:
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wizard.email_body = level.description
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else:
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wizard.email_body = _(
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"<p>Dear %(partner)s,</p>"
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"<p>This is a reminder that your account has an outstanding "
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"balance. Please arrange payment at your earliest convenience.</p>"
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"<p>Best regards,<br/>%(company)s</p>",
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partner=partner.name or _('Customer'),
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company=company.name,
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)
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@api.depends('followup_level_id')
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def _compute_channel_defaults(self):
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"""Pre-fill channel toggles from the follow-up level configuration."""
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for wizard in self:
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level = wizard.followup_level_id
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if level:
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wizard.do_send_email = level.send_email
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wizard.do_send_sms = level.send_sms
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wizard.do_print_letter = level.send_letter
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wizard.do_join_invoices = level.join_invoices
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else:
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wizard.do_send_email = True
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wizard.do_send_sms = False
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wizard.do_print_letter = False
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wizard.do_join_invoices = False
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# --------------------------------------------------
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# Actions
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# --------------------------------------------------
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def action_send_followup(self):
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"""Send the follow-up using the wizard-configured channels and content.
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Sends the (possibly edited) email, optionally triggers SMS,
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then advances the partner to the next follow-up level.
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:returns: ``True`` to close the wizard.
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:raises UserError: If no follow-up line is linked.
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"""
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self.ensure_one()
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line = self.followup_line_id
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if not line:
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raise UserError(_("No follow-up record is linked to this wizard."))
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line._compute_overdue_values()
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if line.overdue_amount <= 0:
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line.followup_status = 'no_action_needed'
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raise UserError(_(
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"Partner '%s' no longer has any overdue balance. "
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"Follow-up cancelled.",
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line.partner_id.display_name,
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))
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partner = line.partner_id
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# ---- Email ----
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if self.do_send_email:
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attachment_ids = []
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if self.do_join_invoices:
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attachment_ids = line._get_invoice_attachments(partner)
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mail_values = {
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'subject': self.email_subject,
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'body_html': self.email_body,
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'email_from': (
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line.company_id.email
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or self.env.user.email_formatted
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),
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'email_to': partner.email,
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'author_id': self.env.user.partner_id.id,
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'res_id': partner.id,
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'model': 'res.partner',
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'attachment_ids': [(6, 0, attachment_ids)],
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}
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mail = self.env['mail.mail'].sudo().create(mail_values)
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mail.send()
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# ---- SMS ----
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if self.do_send_sms and line.followup_level_id.sms_template_id:
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try:
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line.followup_level_id.sms_template_id._send_sms(partner.id)
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except Exception:
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pass
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# ---- Advance Level ----
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level = line.followup_level_id
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if level:
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next_level = level._get_next_level()
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line.write({
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'date': fields.Date.context_today(self),
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'followup_level_id': next_level.id if next_level else level.id,
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})
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else:
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line.write({'date': fields.Date.context_today(self)})
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return {'type': 'ir.actions.act_window_close'}
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def action_preview_email(self):
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"""Recompute the email preview after manual edits to the level.
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:returns: Action to reload the wizard form.
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"""
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self.ensure_one()
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self._compute_email_preview()
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return {
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'type': 'ir.actions.act_window',
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'res_model': self._name,
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'res_id': self.id,
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'view_mode': 'form',
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'target': 'new',
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}
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