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[17.0][MIG] account_credit_control: migrate to V17 #369

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c09f9b3
[MIG] account_credit_control: Renamed and migrated to 6.1
Oct 22, 2012
c253b92
[MIG] account_credit_control: Migration to 7.0
nbessi Mar 15, 2013
af5246a
[IMP] account_credit_control: Add scenarios
Mar 25, 2013
0860e41
[IMP+FIX] account_credit_control: Several improvements & fixes
nbessi Mar 28, 2013
bc645f9
[FIX+IMP] account_credit_control
gurneyalex Jun 8, 2013
af9f4f3
[FIX+IMP] account_credit_control
yvaucher Jun 27, 2013
53151ea
[FIX+IMP+REF] account_credit_control:
nbessi Jul 12, 2013
7a1feb2
[FIX] account_credit_control:
vrenaville Jul 25, 2013
d1948e9
[FIX] account_credit_control: Do not copy lines credit control lines …
guewen Sep 4, 2013
060a28b
[FIX] account_credit_control: Test if invoice have credit control lin…
vrenaville Sep 12, 2013
622b409
[IMP+FIX] account_credit_control:
guewen Sep 18, 2013
7bf04c5
[FIX] account_credit_control - add encoding on mako template to fix t…
yvaucher Nov 21, 2013
a5e1bb7
[FIx] Add active on credit control policy in order to deactivate it
vrenaville Dec 11, 2013
9ae7ab3
[FIX+IMP] account_credit_control
nbessi Mar 3, 2014
eab1e7c
[FIX] move all unported addons into __unported__ folder instead of ad…
Jul 2, 2014
d4d90ea
[MIG] account_credit_control: Migration to 8.0
guewen Oct 28, 2014
df32ac7
[IMP] Include the fees in the total due
adrienpeiffer Mar 7, 2015
cb92de9
[DEL] Group access for transient model
Apr 20, 2015
0f5abc9
[FIX+IMP] account_credit_control: Fixes + Danish translation
May 21, 2015
6441600
[FIX] fix security issue on account_invoice
lmignon Jun 26, 2015
0c3b8c4
[FIX][account_credit_control] Replace '/n' with '<br />' in credit co…
adrienpeiffer Jul 1, 2015
77d9ee7
FIX bug #262 in account_credit_control: Avoid a crash
alexis-via Jul 22, 2015
a8e7824
[FIX][account_credit_control] Use HTML field instead of use a replace…
adrienpeiffer Aug 17, 2015
9b03771
[ADD][account_credit_control] Add migration script for text field to …
adrienpeiffer Sep 23, 2015
37038a4
[CHG][account_credit_control] Change policy level data according fiel…
adrienpeiffer Sep 23, 2015
93ad789
[UPD] prefix versions with 8.0
sbidoul Oct 9, 2015
9ad5861
[MIG] Migration of the module account_credit_control (from v8 to v10)
Mar 16, 2017
7585357
[CHG] account_credit_control: remove demo file.
adrienpeiffer May 2, 2017
bf99b0c
[MIG] Clean the code to respect PEP8 (remove useless imports, remove …
May 22, 2017
b08f326
[MIG] Add some unit tests on the module account_credit_control
Jun 2, 2017
a2a0aaa
[FIX] typo: field is incorrect
cubells Jul 7, 2017
52ed85b
[ADD][account_credit_control] Add an additional text after the detail…
benwillig Sep 1, 2017
9d3f0ef
[FIX] account_credit_control: missing permission
cubells Sep 20, 2017
95b5473
[10.0][FIX] account_credit_control report (#545)
benwillig Sep 30, 2017
d5784ee
[FIX] account_credit_control: fix translation in report.
adrienpeiffer Sep 14, 2017
5e4e260
[FIX] account_credit_control: too many attachements in sent emails. c…
adrienpeiffer Oct 18, 2017
7b59683
[10.0][fix] account_credit_control: security groups (#570)
Nov 16, 2017
67f7bc6
[IMP] account_credit_control: add account_followup features
cubells Nov 8, 2017
6d6590f
[MIG] account_credit_control: Migration to 11.0
kenvac Jan 19, 2018
bc0e83c
[FIX] account_credit_control: more accurate usage of sudo() to avoid …
Jul 14, 2018
4afef39
[FIX] account_credit_control: Our co-authoring is missing even the co…
pedrobaeza Jul 14, 2018
3bce545
[IMP] account_credit_control: UX improvements
carlosdauden Sep 7, 2018
cfe2142
[IMP] account_credit_control: Change email_from template to avoid mul…
carlosdauden Jan 10, 2019
b12f77e
[FIX] account_credit_control: Missing read access on model credit.con…
rven Dec 26, 2018
147ec56
[FIX] Add Credit Control Policy rule for multicompany
astirpe Mar 15, 2019
a9da49f
[MIG] account_credit_control: Migration to 12.0
MiquelRForgeFlow Mar 14, 2019
5ef6d56
[FIX] Unable to change control policy in invoices
MiquelRForgeFlow Apr 10, 2019
0937a87
[FIX] Display fa-clock-o icon
astirpe Apr 30, 2019
18036ba
[IMP+FIX] account_credit_control: search including archived obj + run…
Jul 23, 2019
01c3400
[REF] move from account_credit_control_analysis to account_credit_con…
qgroulard Jul 25, 2019
15f6a56
[FIX] account_credit_control: Unknown field attachments
carlosdauden Jul 30, 2019
1dd63cf
[REF] Simplify get_level_lines on CreditControlPolicyLevel
qgroulard Aug 13, 2019
038e631
[IMP] account_credit_control use partner email
Sep 5, 2019
79b296d
[FIX] account_credit_control: Children model policy lines should be d…
pedrobaeza Dec 1, 2019
de9a8fc
[FIX+IMP+REF] account_credit_control: General refactoring
qgroulard Oct 14, 2019
a88ccc0
[IMP] account_credit_control: black, isort, prettier
Feb 18, 2020
6873e90
[MIG] account_credit_control: Migration to 13.0
Apr 2, 2020
fe13d57
[FIX] account_credit_control: Fix multi-company rules + migration scr…
pedrobaeza Apr 2, 2020
6702727
[FIX] account_credit_control: PR reviews
pedrobaeza Apr 2, 2020
d12ea83
[UPD] Update account_credit_control.pot
oca-travis Jun 11, 2020
2b3755b
[FIX] account_credit_control: bs3 to bs4
chienandalu Jun 19, 2020
1409158
[FIX] Tracking migration
MiquelRForgeFlow Sep 3, 2020
f4fa432
[OU] account_credit_control: OpenUpgrade migration scripts
pedrobaeza Sep 20, 2020
eb53b82
[OU] account_credit_control: Take into account draft invoices
pedrobaeza Sep 20, 2020
d6b8cce
[OU] account_credit_control: Rename + add column instead of copy
pedrobaeza Sep 20, 2020
f5184e5
[OU] account_credit_control: Empty old binding_model_id
pedrobaeza Sep 20, 2020
d5da852
[FIX] Avoid using cancelled account move lines
Nov 4, 2020
03e8294
[IMP+FIX] account_credit_control: traceable communications
Aug 21, 2020
fb98496
[FIX] account_credit_control: additional fixes
chienandalu Aug 26, 2020
c107ec6
[IMP] account_credit_control: allow to set a line back to draft
Sep 9, 2020
4eea020
[IMP] account_credit_control: Compute messages as discussion and impr…
etobella Sep 18, 2020
8eeb4b5
[IMP] account_credit_control: pre-commit
Sep 25, 2020
de658de
[FIX] account_credit_control: Avoid singleton error on mail
pedrobaeza Oct 21, 2020
2dba61e
[MIG] account_credit_control: Migrate patch
Dec 1, 2020
a9a2f95
[FIX] account_credit_control: Avoid singleton error
pedrobaeza Dec 11, 2020
35d4687
[FIX] account_credit_control: Load data correctly
joao-p-marques Dec 14, 2020
8393f26
[IMP] Consider ToDo lines as left lines
Feb 25, 2021
c2f85ea
[IMP] account_credit_control: Set multicompany usage. Remove warnings
etobella Oct 2, 2020
0608656
[13.0][FIX] Correct URL in account_credit_control
dcoleman-lulzbot Mar 25, 2021
3ae67d0
[OU-FIX] account_credit_control: Missing noupdate rule
pedrobaeza May 24, 2021
da5c6c4
[13.0][FIX] account_credit_control: Typo error _sql_constraint instea…
carlosdauden May 4, 2022
8af523d
[IMP] account_credit_control: black, isort, prettier
cesar-tecnativa Jul 4, 2022
25a35e7
[MIG] mig-account_credit_control: Migration to 15.0
cesar-tecnativa Jul 4, 2022
c8edc7f
[IMP] account_credit_control: XML clean format - erase migrations folder
Jul 13, 2022
3758176
[UPD] Update account_credit_control.pot
Jul 24, 2022
f8fef99
[UPD] README.rst
OCA-git-bot Jul 24, 2022
ec1cd99
Translated using Weblate (Italian)
francesco-ooops Jan 30, 2023
14440a6
[15.0][FIX] Restored Credit Contro Lines menu actions
espo-tony Feb 8, 2023
0c3dc65
account_credit_control 15.0.1.1.0
OCA-git-bot Feb 8, 2023
8147166
[IMP] account_credit_control: Add domain to email_template_id field.
victoralmau Feb 13, 2023
799e2b1
account_credit_control 15.0.1.1.1
OCA-git-bot Feb 13, 2023
45b8caa
[FIX] account_credit_control: Params of message_format
dsolanki-initos Feb 20, 2023
20a1091
account_credit_control 15.0.1.1.2
OCA-git-bot Feb 20, 2023
f94ccff
[IMP] account_credit_control: Add details (table) to communication ma…
victoralmau Jan 26, 2023
9c6d82e
[UPD] Update account_credit_control.pot
Feb 21, 2023
5635ba6
[UPD] README.rst
OCA-git-bot Feb 21, 2023
b01efaf
account_credit_control 15.0.1.2.0
OCA-git-bot Feb 21, 2023
51641a2
Update translation files
weblate Feb 21, 2023
8401d36
[16.0][MIG] account_credit_control
astirpe Feb 28, 2023
ae49524
[16.0][MIG] account_credit_control (code review)
astirpe Mar 27, 2023
36a1830
[UPD] Update account_credit_control.pot
May 29, 2023
bcf9fa2
[UPD] README.rst
OCA-git-bot May 29, 2023
11094ba
Update translation files
weblate May 29, 2023
2502bc5
Translated using Weblate (French)
sanrav May 30, 2023
de25338
[FIX] account_credit_control: avoid AccessError
astirpe Jun 5, 2023
eff8d04
account_credit_control 16.0.1.0.1
OCA-git-bot Jun 5, 2023
d2bd80a
Translated using Weblate (Italian)
mymage Jun 7, 2023
90b39f5
Translated using Weblate (Italian)
mymage Jun 7, 2023
2f96fac
Translated using Weblate (Italian)
mymage Jun 8, 2023
d091ffc
[IMP] account_credit_control: Add Payment Reference from invoice to c…
victoralmau Jun 22, 2023
264aa01
[FIX] account_credit_control: Add table to email content
victoralmau Jul 3, 2023
c45a301
[UPD] Update account_credit_control.pot
Jul 4, 2023
a00aaaa
account_credit_control 16.0.1.0.2
OCA-git-bot Jul 4, 2023
4c98eda
Update translation files
weblate Jul 4, 2023
ff07c07
Translated using Weblate (Spanish)
Ivorra78 Jul 5, 2023
4aeebf9
Translated using Weblate (Dutch)
bosd Aug 8, 2023
d3f7ac0
Translated using Weblate (Dutch)
bosd Aug 8, 2023
b3a4461
[UPD] Update account_credit_control.pot
Sep 3, 2023
e4a87d0
[UPD] README.rst
OCA-git-bot Sep 3, 2023
e8b0508
Update translation files
weblate Sep 3, 2023
0987c72
Translated using Weblate (Spanish)
Ivorra78 Sep 4, 2023
4a3fa39
[16.0][FIX] account_credit_control: layout Policy levels / Mail and r…
bobslee Sep 4, 2023
06e0ab7
account_credit_control 16.0.1.1.0
OCA-git-bot Sep 12, 2023
74c0625
[UPD] README.rst
OCA-git-bot Sep 12, 2023
261d99a
[IMP] account_credit_control: test performance improvement
josep-tecnativa Oct 17, 2023
f10c178
[BOT] post-merge updates
OCA-git-bot Oct 20, 2023
7f19509
[UPD] Update account_credit_control.pot
Oct 28, 2023
5d84f86
Update translation files
weblate Oct 28, 2023
74e079f
[FIX] account_credit_control: avoid breaking res.partner view for use…
yajo Feb 22, 2024
e8f243e
[BOT] post-merge updates
OCA-git-bot Feb 23, 2024
e551dc1
[MIG] account_credit_control: pre-commit
astirpe Mar 15, 2024
0c8e247
[MIG] account_credit_control: migrate to V17
astirpe Mar 15, 2024
6facd14
[FIX] account_credit_control: fix _generate_emails() method
bobslee Apr 3, 2024
0f81402
[FIX] account_credit_control: add access group on contact form
astirpe Apr 24, 2024
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147 changes: 147 additions & 0 deletions account_credit_control/README.rst
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======================
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/17.0/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-17-0/credit-control-17-0-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=17.0
: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:%2017.0%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) <sylvain@okia.be>
- Akim Juillerat (Camptocamp) <akim.juillerat@camptocamp.com>
- Kinner Vachhani (Access Bookings Ltd) <kin.vachhani@gmail.com>
- Raf Ven <raf.ven@dynapps.be>
- Quentin Groulard (ACSONE) <quentin.groulard@acsone.eu>
- `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 <etobella@creublanca.es>
- Naglis Jonaitis (Versada UAB) <naglis@versada.eu>
- `360ERP <https://www.360erp.com>`__:

- Andrea Stirpe

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/17.0/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
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# 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
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# 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": "17.0.1.0.0",
"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,
}
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