[11.0][MIG] mig-account_invoice_overdue_reminder

account_invoice_overdue_reminder/README.rst

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+========================
+Overdue Invoice Reminder
+========================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/12.0/account_invoice_overdue_reminder
+    :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-12-0/credit-control-12-0-account_invoice_overdue_reminder
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/262/12.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+This Odoo module is designed to send overdue invoice reminders to customers. It handles reminders by e-mail, letter and phone.
+
+This module is an alternative to the OCA module *account_credit_control*. Why another module for invoice reminders ? Because the module *account_credit_control* is quite complex (we experienced that some users find it too complex and eventually stop using it) and its interface is designed to send massive volume of reminders.
+
+This module has been designed from the start with the following priorities:
+
+* **keep control**: you must keep tight control on the overdue invoice reminders that you send. Overdue invoice reminders are part of the communication with your customers, and this is very important to keep a good relation with your customers.
+* **usability**: the module is easy to configure and easy to use.
+* **no accounting skills needed**: the module can be used by users without accounting skills. It can even be used by salesman!
+* **multi-currency**: if you invoice your customer in another currency that your company currency, the invoice reminders only mention the currency of the invoices. And if you invoice a customer with different currencies, the reminder is clear and easy-to-understand by your customer, with a total residual per currency.
+* **multi-channel**: supports overdue invoice reminders by e-mail (default), phone and letter.
+* **simplicity**: for the developers, the code is small and easy to understand.
+
+The specifications written before starting the development of this module are written in this `document <https://docs.google.com/document/d/1JIIAP5QsItbJ1zLiaGHuR0RAQplEGv3diOl-d4mS__I/edit?usp=sharing>`_ (in French).
+
+The module has one important limitation: it sends a reminder for an invoice when it has past it's *Due Date* (which is in fact the *Final Due Date*): if the invoice has a payment term with several lines, it won't send a reminder before the last term is overdue.
+
+An overdue reminder for a customer always include all the overdue invoices of that customer.
+
+The module supports a clever per-invoice reminder counter mechanism:
+
+* the reminder counter is a property of an invoice,
+* the reminder counter of each overdue invoice is incremented when sending a reminder by email or by post. It is not incremented for reminders by phone.
+* in an email or a letter, the subject will be *Overdue invoice reminder n°N* where N is the maximum value of the counter of the overdue invoices plus one.
+
+There are two user interfaces to send reminders:
+
+* the **one-by-one** interface, which displays one screen for each customer that has overdue invoices, one after the other. You should use this interface when you have a reasonable volume of reminders to send (less than 100 overdue reminders for example). It gives you a tight control on the reminders and the possibility to easily and rapidly customize the reminder e-mails.
+* the **mass** interface, which displays a list view of all customers that have overdue invoices, and you can process several reminders at the same time (via the *Actions* menu).
+
+This video tutorial in English will show you how to configure and use the module: `Youtube link <https://www.youtube.com/watch?v=MaOoVAi7Tc0>`_.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+Of course, before sending invoice reminders, you must import your bank statements and process them, so that you are up-to-date on customer payments.
+
+Then, go to the menu *Invoicing > Accounting > Actions > Overdue Invoice Remind*: you will get the start screen where you can:
+
+* filter the customers that you want to remind (filter by customer or by salesman),
+* check that your bank journals are up-to-date,
+* choose between the *one-by-one* and *mass* interfaces,
+* customize some parameters.
+
+Then follow the process until the end.
+
+You can also start the invoice reminder wizard via the button *Overdue Reminder* on an overdue invoice.
+
+Changelog
+=========
+
+12.0.2.2.0 (2023-04-30)
+~~~~~~~~~~~~~~~~~~~~~~~
+
+**Features**
+
+- Credit notes have been added to the e-mail summary that are sent to the
+  customer. They are marked in a different colour.
+
+  Furthermore, the button toggle to allow to send a reminder with unreconciled
+  payments has been removed. The warning remains. (`#226 <https://github.com/OCA/credit-control/issues/226>`_)
+
+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 smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_invoice_overdue_reminder%0Aversion:%2012.0%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
+~~~~~~~
+
+* Akretion
+
+Contributors
+~~~~~~~~~~~~
+
+* Alexis de Lattre <alexis.delattre@akretion.com>
+
+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.
+
+.. |maintainer-alexis-via| image:: https://github.com/alexis-via.png?size=40px
+    :target: https://github.com/alexis-via
+    :alt: alexis-via
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-alexis-via| 
+
+This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/12.0/account_invoice_overdue_reminder>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_invoice_overdue_reminder/__init__.py

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+from . import models
+from . import wizard

account_invoice_overdue_reminder/__manifest__.py

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+# Copyright 2020 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Overdue Invoice Reminder',
+    'version': '11.0.1.0.0',
+    'category': 'Accounting',
+    'license': 'AGPL-3',
+    'summary': 'Simple mail/letter/phone overdue customer invoice reminder ',
+    'author': 'Akretion,Odoo Community Association (OCA)',
+    'maintainers': ['alexis-via'],
+    'website': 'https://github.com/OCA/credit-control',
+    'depends': ['account'],
+    'data': [
+        'security/ir.model.access.csv',
+        'security/rule.xml',
+        'wizard/overdue_reminder_wizard_view.xml',
+        'views/partner.xml',
+        'views/report.xml',
+        'views/report_overdue_reminder.xml',
+        'views/account_invoice.xml',
+        'views/account_invoice_overdue_reminder.xml',
+        'views/overdue_reminder_result.xml',
+        'views/overdue_reminder_action.xml',
+        'views/config_settings.xml',
+        'data/overdue_reminder_result.xml',
+        'data/mail_template.xml',
+    ],
+    'installable': True,
+    'application': True,
+}

account_invoice_overdue_reminder/data/mail_template.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2020 Akretion France (http://www.akretion.com/)
+  @author Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo noupdate="1">
+
+
+<record id="overdue_invoice_reminder_mail_template" model="mail.template">
+    <field name="name">Overdue Invoice Reminder</field>
+    <field name="model_id" ref="account_invoice_overdue_reminder.model_overdue_reminder_step"/>
+    <field name="auto_delete" eval="False"/>
+    <field name="lang">${object.partner_id.lang}</field>
+    <field name="user_signature" eval="True"/>
+    <field name="email_from">${object.user_id.email or object.company_id.email}</field>
+    <field name="email_to">${object.partner_id.email}</field>
+    <field name="subject">${object.company_id.name} - Overdue invoice reminder n°${object.counter}</field>
+    <field name="body_html"><![CDATA[
+<div style="margin: 0px; padding: 0px; font-size: 13px;">
+<p>Dear customer,</p>
+
+<p>According to our books, the following invoices are overdue:</p>
+
+<table style="border-spacing: 0; border-collapse: collapse; width: 100%; text-align: center;">
+    <tr>
+        <th style="padding: 5px; border: 1px solid black;">Invoice Number</th>
+        <th style="padding: 5px; border: 1px solid black;">Invoice Date</th>
+        <th style="padding: 5px; border: 1px solid black;">Payment Terms</th>
+        <th style="padding: 5px; border: 1px solid black;">Due Date</th>
+        <th style="padding: 5px; border: 1px solid black;">Order Ref.</th>
+        <th style="padding: 5px; border: 1px solid black;">Type</th>
+        <th style="padding: 5px; border: 1px solid black;">Total</th>
+        <th style="padding: 5px; border: 1px solid black;">Residual</th>
+        <th style="padding: 5px; border: 1px solid black;">Past Reminders</th>
+    </tr>
+% for inv in object.invoice_ids.sorted(key='date_invoice'):
+    <tr style="background-color:
+        % if inv.type == 'out_refund':
+            LightGray
+        % endif
+    ">
+        <td style="padding: 5px; border: 1px solid black;">${inv.number}</td>
+        <td style="padding: 5px; border: 1px solid black;">${format_date(inv.date_invoice)}</td>
+        <td style="padding: 5px; border: 1px solid black;">${inv.payment_term_id.name or ''}</td>
+        <td style="padding: 5px; border: 1px solid black;">${format_date(inv.date_due)}</td>
+        <td style="padding: 5px; border: 1px solid black;">${inv.name or ''}</td>
+        <td style="padding: 5px; border: 1px solid black;">${dict(inv.fields_get(allfields=['type'])['type']['selection'])[inv.type]}</td>
+        <td style="padding: 5px; border: 1px solid black; text-align: right;">${format_amount(inv.amount_total_signed, inv.currency_id)}</td>
+        <td style="padding: 5px; border: 1px solid black; text-align: right;">${format_amount(inv.residual_signed, inv.currency_id)}</td>
+        <td style="padding: 5px; border: 1px solid black;">${inv.overdue_reminder_counter}</td>
+    </tr>
+% endfor
+% for (currency, total_residual) in object.total_residual():
+    <tr>
+        <td></td>
+        <td></td>
+        <td></td>
+        <td></td>
+        <td></td>
+        <td colspan="2" style="padding: 5px; border: 1px solid black; font-weight: bold; text-align: right;">Total Residual in ${currency.name}:</td>
+        <td style="padding: 5px; border: 1px solid black; font-weight: bold; text-align: right;">${format_amount(total_residual, currency)}</td>
+        <td></td>
+    </tr>
+% endfor
+</table>
+
+<p>If you made a payment for these invoices a few days ago, please ignore this email.</p>
+
+% if object.company_id.overdue_reminder_attach_invoice:
+<p>You will find enclosed the overdue invoices.</p>
+% endif
+
+% if object.counter > 2:
+<p>Despite several reminders, we are disappointed to see that these overdue invoices are still unpaid. In order to avoid legal proceedings, we urge you to paid these overdue invoices in the next days.</p>
+% endif
+
+<p>Regards,</p>
+
+</div>
+]]></field>
+</record>
+
+
+</odoo>

account_invoice_overdue_reminder/data/overdue_reminder_result.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2020 Akretion France (http://www.akretion.com/)
+  @author Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo noupdate="1">
+
+
+<record id="voicemail" model="overdue.reminder.result">
+    <field name="name">Message left on voicemail</field>
+    <field name="sequence">10</field>
+</record>
+
+<record id="unreachable" model="overdue.reminder.result">
+    <field name="name">Unreachable</field>
+    <field name="sequence">20</field>
+</record>
+
+<record id="invoice_not_received" model="overdue.reminder.result">
+    <field name="name">Invoice not received</field>
+    <field name="sequence">30</field>
+</record>
+
+<record id="invoice_wait_approval" model="overdue.reminder.result">
+    <field name="name">Invoice waiting approval</field>
+    <field name="sequence">40</field>
+</record>
+
+<record id="invoice_dispute" model="overdue.reminder.result">
+    <field name="name">Invoice dispute</field>
+    <field name="sequence">50</field>
+</record>
+
+<record id="invoice_in_payment_pipe" model="overdue.reminder.result">
+    <field name="name">Invoice in payment pipe</field>
+    <field name="sequence">60</field>
+</record>
+
+<record id="invoice_payment_sent" model="overdue.reminder.result">
+    <field name="name">Payment sent</field>
+    <field name="sequence">70</field>
+</record>
+
+
+</odoo>