Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[18.0][MIG] account_credit_control: Migration to 18.0 #418

Open
wants to merge 136 commits into
base: 18.0
Choose a base branch
from
Open
Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
136 commits
Select commit Hold shift + click to select a range
5225b7b
[MIG] account_credit_control: Renamed and migrated to 6.1
Oct 22, 2012
c0d69c6
[MIG] account_credit_control: Migration to 7.0
nbessi Mar 15, 2013
bbf23a4
[IMP] account_credit_control: Add scenarios
Mar 25, 2013
42d496f
[IMP+FIX] account_credit_control: Several improvements & fixes
nbessi Mar 28, 2013
aa01204
[FIX+IMP] account_credit_control
gurneyalex Jun 8, 2013
4f541f7
[FIX+IMP] account_credit_control
yvaucher Jun 27, 2013
c27fdcb
[FIX+IMP+REF] account_credit_control:
nbessi Jul 12, 2013
6c0ea40
[FIX] account_credit_control:
vrenaville Jul 25, 2013
2d34a0a
[FIX] account_credit_control: Do not copy lines credit control lines …
guewen Sep 4, 2013
eabe7b1
[FIX] account_credit_control: Test if invoice have credit control lin…
vrenaville Sep 12, 2013
8ca95b8
[IMP+FIX] account_credit_control:
guewen Sep 18, 2013
365dff1
[FIX] account_credit_control - add encoding on mako template to fix t…
yvaucher Nov 21, 2013
7983c13
[FIx] Add active on credit control policy in order to deactivate it
vrenaville Dec 11, 2013
6fd84db
[FIX+IMP] account_credit_control
nbessi Mar 3, 2014
eb72962
[FIX] move all unported addons into __unported__ folder instead of ad…
Jul 2, 2014
b1111af
[MIG] account_credit_control: Migration to 8.0
guewen Oct 28, 2014
d4dc73d
[IMP] Include the fees in the total due
adrienpeiffer Mar 7, 2015
ed57b3e
[DEL] Group access for transient model
Apr 20, 2015
1818749
[FIX+IMP] account_credit_control: Fixes + Danish translation
May 21, 2015
882d460
[FIX] fix security issue on account_invoice
lmignon Jun 26, 2015
11ed769
[FIX][account_credit_control] Replace '/n' with '<br />' in credit co…
adrienpeiffer Jul 1, 2015
eee8658
FIX bug #262 in account_credit_control: Avoid a crash
alexis-via Jul 22, 2015
a7cc981
[FIX][account_credit_control] Use HTML field instead of use a replace…
adrienpeiffer Aug 17, 2015
237d2c4
[ADD][account_credit_control] Add migration script for text field to …
adrienpeiffer Sep 23, 2015
fa0d9de
[CHG][account_credit_control] Change policy level data according fiel…
adrienpeiffer Sep 23, 2015
d21bd3c
[UPD] prefix versions with 8.0
sbidoul Oct 9, 2015
04b811a
[MIG] Migration of the module account_credit_control (from v8 to v10)
Mar 16, 2017
add85e9
[CHG] account_credit_control: remove demo file.
adrienpeiffer May 2, 2017
49eebc7
[MIG] Clean the code to respect PEP8 (remove useless imports, remove …
May 22, 2017
cd3d70f
[MIG] Add some unit tests on the module account_credit_control
Jun 2, 2017
53b7527
[FIX] typo: field is incorrect
cubells Jul 7, 2017
8f188b0
[ADD][account_credit_control] Add an additional text after the detail…
benwillig Sep 1, 2017
a44ac8c
[FIX] account_credit_control: missing permission
cubells Sep 20, 2017
1a6dbfb
[10.0][FIX] account_credit_control report (#545)
benwillig Sep 30, 2017
fec6bf4
[FIX] account_credit_control: fix translation in report.
adrienpeiffer Sep 14, 2017
c9127ef
[FIX] account_credit_control: too many attachements in sent emails. c…
adrienpeiffer Oct 18, 2017
cc87fb1
[10.0][fix] account_credit_control: security groups (#570)
Nov 16, 2017
be4aade
[IMP] account_credit_control: add account_followup features
cubells Nov 8, 2017
35b8edf
[MIG] account_credit_control: Migration to 11.0
kenvac Jan 19, 2018
4c87e7b
[FIX] account_credit_control: more accurate usage of sudo() to avoid …
Jul 14, 2018
6b9b12f
[FIX] account_credit_control: Our co-authoring is missing even the co…
pedrobaeza Jul 14, 2018
9cd930a
[IMP] account_credit_control: UX improvements
carlosdauden Sep 7, 2018
e014b68
[IMP] account_credit_control: Change email_from template to avoid mul…
carlosdauden Jan 10, 2019
78aa9bc
[FIX] account_credit_control: Missing read access on model credit.con…
rven Dec 26, 2018
0cb592f
[FIX] Add Credit Control Policy rule for multicompany
astirpe Mar 15, 2019
c3156b7
[MIG] account_credit_control: Migration to 12.0
MiquelRForgeFlow Mar 14, 2019
1edb9a1
[FIX] Unable to change control policy in invoices
MiquelRForgeFlow Apr 10, 2019
e2e4746
[FIX] Display fa-clock-o icon
astirpe Apr 30, 2019
87abad4
[IMP+FIX] account_credit_control: search including archived obj + run…
Jul 23, 2019
d3b203f
[REF] move from account_credit_control_analysis to account_credit_con…
qgroulard Jul 25, 2019
e49b139
[FIX] account_credit_control: Unknown field attachments
carlosdauden Jul 30, 2019
1157cc7
[REF] Simplify get_level_lines on CreditControlPolicyLevel
qgroulard Aug 13, 2019
95c343f
[IMP] account_credit_control use partner email
Sep 5, 2019
e5b22d7
[FIX] account_credit_control: Children model policy lines should be d…
pedrobaeza Dec 1, 2019
933ecf2
[FIX+IMP+REF] account_credit_control: General refactoring
qgroulard Oct 14, 2019
bb3868b
[IMP] account_credit_control: black, isort, prettier
Feb 18, 2020
3d77798
[MIG] account_credit_control: Migration to 13.0
Apr 2, 2020
024496f
[FIX] account_credit_control: Fix multi-company rules + migration scr…
pedrobaeza Apr 2, 2020
c1c7b6d
[FIX] account_credit_control: PR reviews
pedrobaeza Apr 2, 2020
105d040
[UPD] Update account_credit_control.pot
oca-travis Jun 11, 2020
23b7614
[FIX] account_credit_control: bs3 to bs4
chienandalu Jun 19, 2020
8cfcf28
[FIX] Tracking migration
MiquelRForgeFlow Sep 3, 2020
518e8fa
[OU] account_credit_control: OpenUpgrade migration scripts
pedrobaeza Sep 20, 2020
dbfaece
[OU] account_credit_control: Take into account draft invoices
pedrobaeza Sep 20, 2020
b2ead66
[OU] account_credit_control: Rename + add column instead of copy
pedrobaeza Sep 20, 2020
6db8c89
[OU] account_credit_control: Empty old binding_model_id
pedrobaeza Sep 20, 2020
53678b9
[FIX] Avoid using cancelled account move lines
Nov 4, 2020
89e4a5e
[IMP+FIX] account_credit_control: traceable communications
Aug 21, 2020
ff9dff0
[FIX] account_credit_control: additional fixes
chienandalu Aug 26, 2020
ea1a475
[IMP] account_credit_control: allow to set a line back to draft
Sep 9, 2020
8fe5e49
[IMP] account_credit_control: Compute messages as discussion and impr…
etobella Sep 18, 2020
e53d151
[IMP] account_credit_control: pre-commit
Sep 25, 2020
1725435
[FIX] account_credit_control: Avoid singleton error on mail
pedrobaeza Oct 21, 2020
be4397e
[MIG] account_credit_control: Migrate patch
Dec 1, 2020
38c24da
[FIX] account_credit_control: Avoid singleton error
pedrobaeza Dec 11, 2020
3554413
[FIX] account_credit_control: Load data correctly
joao-p-marques Dec 14, 2020
3632e3f
[IMP] Consider ToDo lines as left lines
Feb 25, 2021
16f52af
[IMP] account_credit_control: Set multicompany usage. Remove warnings
etobella Oct 2, 2020
f9f49a9
[13.0][FIX] Correct URL in account_credit_control
dcoleman-lulzbot Mar 25, 2021
d43c208
[OU-FIX] account_credit_control: Missing noupdate rule
pedrobaeza May 24, 2021
7b3434b
[13.0][FIX] account_credit_control: Typo error _sql_constraint instea…
carlosdauden May 4, 2022
3b7f7bf
[IMP] account_credit_control: black, isort, prettier
cesar-tecnativa Jul 4, 2022
864eaec
[MIG] mig-account_credit_control: Migration to 15.0
cesar-tecnativa Jul 4, 2022
dd38336
[IMP] account_credit_control: XML clean format - erase migrations folder
Jul 13, 2022
be75139
[UPD] Update account_credit_control.pot
Jul 24, 2022
4a2418f
[UPD] README.rst
OCA-git-bot Jul 24, 2022
6306ffc
Translated using Weblate (Italian)
francesco-ooops Jan 30, 2023
341f3b7
[15.0][FIX] Restored Credit Contro Lines menu actions
espo-tony Feb 8, 2023
51647d7
account_credit_control 15.0.1.1.0
OCA-git-bot Feb 8, 2023
8f56412
[IMP] account_credit_control: Add domain to email_template_id field.
victoralmau Feb 13, 2023
431f670
account_credit_control 15.0.1.1.1
OCA-git-bot Feb 13, 2023
dbfa239
[FIX] account_credit_control: Params of message_format
dsolanki-initos Feb 20, 2023
305b3dc
account_credit_control 15.0.1.1.2
OCA-git-bot Feb 20, 2023
8545e93
[IMP] account_credit_control: Add details (table) to communication ma…
victoralmau Jan 26, 2023
0f18add
[UPD] Update account_credit_control.pot
Feb 21, 2023
a34daa5
[UPD] README.rst
OCA-git-bot Feb 21, 2023
74406d4
account_credit_control 15.0.1.2.0
OCA-git-bot Feb 21, 2023
110dbd5
Update translation files
weblate Feb 21, 2023
2d0a14f
[16.0][MIG] account_credit_control
astirpe Feb 28, 2023
e19b14f
[16.0][MIG] account_credit_control (code review)
astirpe Mar 27, 2023
ffe3564
[UPD] Update account_credit_control.pot
May 29, 2023
8b12e7f
[UPD] README.rst
OCA-git-bot May 29, 2023
962157b
Update translation files
weblate May 29, 2023
52169f0
Translated using Weblate (French)
sanrav May 30, 2023
dd77b79
[FIX] account_credit_control: avoid AccessError
astirpe Jun 5, 2023
b00187f
account_credit_control 16.0.1.0.1
OCA-git-bot Jun 5, 2023
09f6fc0
Translated using Weblate (Italian)
mymage Jun 7, 2023
9cddfaa
Translated using Weblate (Italian)
mymage Jun 7, 2023
7be209a
Translated using Weblate (Italian)
mymage Jun 8, 2023
82334a8
[IMP] account_credit_control: Add Payment Reference from invoice to c…
victoralmau Jun 22, 2023
1e6b273
[FIX] account_credit_control: Add table to email content
victoralmau Jul 3, 2023
b22d39f
[UPD] Update account_credit_control.pot
Jul 4, 2023
e437ed6
account_credit_control 16.0.1.0.2
OCA-git-bot Jul 4, 2023
2a51962
Update translation files
weblate Jul 4, 2023
3c779bd
Translated using Weblate (Spanish)
Ivorra78 Jul 5, 2023
f2f6d1d
Translated using Weblate (Dutch)
bosd Aug 8, 2023
74433b1
Translated using Weblate (Dutch)
bosd Aug 8, 2023
e10ce76
[UPD] Update account_credit_control.pot
Sep 3, 2023
a9c14aa
[UPD] README.rst
OCA-git-bot Sep 3, 2023
f635d4d
Update translation files
weblate Sep 3, 2023
c4f9103
Translated using Weblate (Spanish)
Ivorra78 Sep 4, 2023
c42153e
[16.0][FIX] account_credit_control: layout Policy levels / Mail and r…
bobslee Sep 4, 2023
ddbd953
account_credit_control 16.0.1.1.0
OCA-git-bot Sep 12, 2023
b5e04d5
[UPD] README.rst
OCA-git-bot Sep 12, 2023
1434134
[IMP] account_credit_control: test performance improvement
josep-tecnativa Oct 17, 2023
1932ced
[BOT] post-merge updates
OCA-git-bot Oct 20, 2023
c7508b8
[UPD] Update account_credit_control.pot
Oct 28, 2023
7ddd934
Update translation files
weblate Oct 28, 2023
7a35858
[FIX] account_credit_control: avoid breaking res.partner view for use…
yajo Feb 22, 2024
13b56c3
[BOT] post-merge updates
OCA-git-bot Feb 23, 2024
e14af08
[MIG] account_credit_control: pre-commit
astirpe Mar 15, 2024
9b6f452
[MIG] account_credit_control: migrate to V17
astirpe Mar 15, 2024
8ba021f
[FIX] account_credit_control: fix _generate_emails() method
bobslee Apr 3, 2024
96deb08
[FIX] account_credit_control: add access group on contact form
astirpe Apr 24, 2024
6dcdce0
[IMP] : pre-commit auto fixes
kevinkhao Jan 10, 2025
c1fb23a
[18.0][MIG] account_credit_control: Migration to 18.0
kevinkhao Jan 10, 2025
File filter

Filter by extension

Filter by extension


Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
148 changes: 148 additions & 0 deletions account_credit_control/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,148 @@
======================
Account Credit Control
======================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:c817156f4e3b4729db81454535ca2062c6ce919e7453a032447310da294a7360
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcredit--control-lightgray.png?logo=github
:target: https://github.com/OCA/credit-control/tree/18.0/account_credit_control
:alt: OCA/credit-control
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/credit-control-18-0/credit-control-18-0-account_credit_control
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/credit-control&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Account Credit Control module is a part of Financial Tools used in
business to ensure that once sales are made they are realised as cash.
This module helps to identify outstanding debt beyond tolerance level
and setup followup method.

**Table of contents**

.. contents::
:local:

Configuration
=============

Configure the policies and policy levels in
``Invoicing > Configuration > Credit Control > Credit Control Policies``.
You can define as many policy levels as you need. You must set on which
accounts are applied every Credit Control Policy under Accounts tab.

Configure a tolerance for the Credit control and a default policy
applied on all partners in each company, under the General Information
tab in your company form.

You are able to specify a particular policy for one partner or one
invoice.

Usage
=====

Menu entries are located in *Invoicing > 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.

On each generated line, you have many choices:

- Send a email
- Print a letter
- Change the state (so you can ignore or reopen lines)
- Mark a line as Manually Overridden. The line will get the ignored
state when a second credit control run is done.
- 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
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_credit_control%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Camptocamp
* Okia
* Access Bookings
* Tecnativa
* ACSONE SA/NV

Contributors
------------

- Nicolas Bessi (Camptocamp)
- Guewen Baconnier (Camptocamp)
- Sylvain Van Hoof (Okia SPRL) <[email protected]>
- Akim Juillerat (Camptocamp) <[email protected]>
- Kinner Vachhani (Access Bookings Ltd) <[email protected]>
- Raf Ven <[email protected]>
- Quentin Groulard (ACSONE) <[email protected]>
- `Tecnativa <https://www.tecnativa.com>`__:

- Vicent Cubells
- Manuel Calero
- Ernesto Tejeda
- Pedro M. Baeza
- Jairo Llopis
- João Marques
- César A. Sánchez
- Víctor Martínez

- Enric Tobella <[email protected]>
- Naglis Jonaitis (Versada UAB) <[email protected]>
- `360ERP <https://www.360erp.com>`__:

- Andrea Stirpe
- Kevin Khao

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/18.0/account_credit_control>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions account_credit_control/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import models
from . import wizard
from . import report
48 changes: 48 additions & 0 deletions account_credit_control/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,48 @@
# Copyright 2012-2017 Camptocamp SA
# Copyright 2017 Okia SPRL (https://okia.be)
# Copyright 2018 Access Bookings Ltd (https://accessbookings.com)
# Copyright 2019-2020 Tecnativa
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Account Credit Control",
"version": "18.0.1.0.0",
"author": "Camptocamp,"
"Odoo Community Association (OCA),"
"Okia,"
"Access Bookings,"
"Tecnativa,"
"ACSONE SA/NV",
"maintainer": "Camptocamp",
"category": "Finance",
"depends": ["base", "account", "mail"],
"website": "https://github.com/OCA/credit-control",
"data": [
# Security
"security/account_security.xml",
"security/ir.model.access.csv",
# Views
"views/account_move.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",
"views/res_partner.xml",
"views/res_config_settings_view.xml",
# Reports
"report/report.xml",
"report/report_credit_control_summary.xml",
"report/account_credit_control_analysis.xml",
# Data
"data/data.xml",
# Wizards
"wizard/credit_control_emailer_view.xml",
"wizard/credit_control_marker_view.xml",
"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,
}
Loading
Loading