[ADD] credit note information on res partner

account_invoice_overdue_warn/__manifest__.py

@@ -13,6 +13,7 @@
     "website": "https://github.com/OCA/credit-control",
     "depends": ["account"],
     "data": [
+        "views/res_config_settings_views.xml",
         "views/res_partner.xml",
     ],
     "installable": True,

account_invoice_overdue_warn/i18n/account_invoice_overdue_warn.pot

@@ -4,26 +4,68 @@
 #
 msgid ""
 msgstr ""
-"Project-Id-Version: Odoo Server 16.0\n"
+"Project-Id-Version: Odoo Server 16.0+e\n"
 "Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-06-26 16:06+0000\n"
+"PO-Revision-Date: 2024-06-26 16:06+0000\n"
 "Last-Translator: \n"
 "Language-Team: \n"
 "MIME-Version: 1.0\n"
 "Content-Type: text/plain; charset=UTF-8\n"
 "Content-Transfer-Encoding: \n"
 "Plural-Forms: \n"
 
+#. module: account_invoice_overdue_warn
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_partner__credit_note_count
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_users__credit_note_count
+msgid "# of Credit Note"
+msgstr ""
+
 #. module: account_invoice_overdue_warn
 #: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_partner__overdue_invoice_count
 #: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_users__overdue_invoice_count
 msgid "# of Overdue Invoices"
 msgstr ""
 
+#. module: account_invoice_overdue_warn
+#: model_terms:ir.ui.view,arch_db:account_invoice_overdue_warn.res_config_settings_view_form
+msgid "Activate to show credit note due alert on partner"
+msgstr ""
+
+#. module: account_invoice_overdue_warn
+#: model:ir.model,name:account_invoice_overdue_warn.model_res_company
+msgid "Companies"
+msgstr ""
+
+#. module: account_invoice_overdue_warn
+#: model:ir.model,name:account_invoice_overdue_warn.model_res_config_settings
+msgid "Config Settings"
+msgstr ""
+
 #. module: account_invoice_overdue_warn
 #: model:ir.model,name:account_invoice_overdue_warn.model_res_partner
 msgid "Contact"
 msgstr ""
 
+#. module: account_invoice_overdue_warn
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_partner__credit_note
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_users__credit_note
+#: model_terms:ir.ui.view,arch_db:account_invoice_overdue_warn.view_partner_form_overdue_warn
+msgid "Credit Note"
+msgstr ""
+
+#. module: account_invoice_overdue_warn
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_partner__credit_note_amount
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_users__credit_note_amount
+msgid "Credit Note Residual"
+msgstr ""
+
+#. module: account_invoice_overdue_warn
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_company__credit_note_partner
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_config_settings__credit_note_partner
+msgid "Credit note on partner"
+msgstr ""
+
 #. module: account_invoice_overdue_warn
 #: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_partner__overdue_invoice_amount
 #: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_users__overdue_invoice_amount
@@ -49,4 +91,4 @@ msgstr ""
 #. module: account_invoice_overdue_warn
 #: model_terms:ir.ui.view,arch_db:account_invoice_overdue_warn.view_partner_form_overdue_warn
 msgid "overdue invoice(s)"
-msgstr ""
+msgstr ""

account_invoice_overdue_warn/i18n/fr.po

@@ -4,29 +4,67 @@
 #
 msgid ""
 msgstr ""
-"Project-Id-Version: Odoo Server 14.0\n"
+"Project-Id-Version: Odoo Server 16.0+e\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2021-08-28 16:49+0000\n"
-"PO-Revision-Date: 2024-03-02 14:37+0000\n"
-"Last-Translator: Alexis de Lattre <alexis@via.ecp.fr>\n"
+"POT-Creation-Date: 2024-06-26 16:02+0000\n"
+"PO-Revision-Date: 2024-06-26 16:02+0000\n"
+"Last-Translator: \n"
 "Language-Team: \n"
-"Language: fr\n"
 "MIME-Version: 1.0\n"
 "Content-Type: text/plain; charset=UTF-8\n"
 "Content-Transfer-Encoding: \n"
-"Plural-Forms: nplurals=2; plural=n > 1;\n"
-"X-Generator: Weblate 4.17\n"
+"Plural-Forms: \n"
+
+#. module: account_invoice_overdue_warn
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_partner__credit_note_count
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_users__credit_note_count
+msgid "# of Credit Note"
+msgstr "# de Note de Crédit"
 
 #. module: account_invoice_overdue_warn
 #: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_partner__overdue_invoice_count
 #: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_users__overdue_invoice_count
 msgid "# of Overdue Invoices"
 msgstr "Nb de factures échues impayées"
 
+#. module: account_invoice_overdue_warn
+#: model_terms:ir.ui.view,arch_db:account_invoice_overdue_warn.res_config_settings_view_form
+msgid "Activate to show credit note due alert on partner"
+msgstr "Activer pour voir les notes de crédit due sur le partenaire"
+
+#. module: account_invoice_overdue_warn
+#: model:ir.model,name:account_invoice_overdue_warn.model_res_company
+msgid "Companies"
+msgstr "Sociétés"
+
+#. module: account_invoice_overdue_warn
+#: model:ir.model,name:account_invoice_overdue_warn.model_res_config_settings
+msgid "Config Settings"
+msgstr "Paramètres de configuration"
+
 #. module: account_invoice_overdue_warn
 #: model:ir.model,name:account_invoice_overdue_warn.model_res_partner
 msgid "Contact"
-msgstr "Contact"
+msgstr ""
+
+#. module: account_invoice_overdue_warn
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_partner__credit_note
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_users__credit_note
+#: model_terms:ir.ui.view,arch_db:account_invoice_overdue_warn.view_partner_form_overdue_warn
+msgid "Credit Note"
+msgstr "Note de crédit"
+
+#. module: account_invoice_overdue_warn
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_partner__credit_note_amount
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_users__credit_note_amount
+msgid "Credit Note Residual"
+msgstr "Note de crédit résiduel"
+
+#. module: account_invoice_overdue_warn
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_company__credit_note_partner
+#: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_config_settings__credit_note_partner
+msgid "Credit note on partner"
+msgstr "Note de crédit sur le partenaire"
 
 #. module: account_invoice_overdue_warn
 #: model:ir.model.fields,field_description:account_invoice_overdue_warn.field_res_partner__overdue_invoice_amount
@@ -54,13 +92,4 @@ msgstr "pour un montant impayé de"
 #. module: account_invoice_overdue_warn
 #: model_terms:ir.ui.view,arch_db:account_invoice_overdue_warn.view_partner_form_overdue_warn
 msgid "overdue invoice(s)"
-msgstr "facture(s) échue(s) impayées(s)"
-
-#~ msgid "Display Name"
-#~ msgstr "Nom affiché"
-
-#~ msgid "ID"
-#~ msgstr "ID"
-
-#~ msgid "Last Modified on"
-#~ msgstr "Dernière modification le"
+msgstr "facture(s) échue(s) impayées(s)"

account_invoice_overdue_warn/models/__init__.py

@@ -1 +1,3 @@
+from . import res_company
+from . import res_config_settings
 from . import res_partner

account_invoice_overdue_warn/models/res_company.py

@@ -0,0 +1,13 @@
+# Copyright 2024 Akretion France (http://www.akretion.com/)
+# @author: Mathieu Delva <mathieu.delva@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    credit_note_partner = fields.Boolean(
+        string="Credit note on partner",
+    )

account_invoice_overdue_warn/models/res_config_settings.py

@@ -0,0 +1,13 @@
+# Copyright 2024 Akretion France (http://www.akretion.com/)
+# @author: Mathieu Delva <mathieu.delva@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    credit_note_partner = fields.Boolean(
+        related="company_id.credit_note_partner", readonly=False
+    )

account_invoice_overdue_warn/models/res_partner.py

@@ -22,6 +22,19 @@ class ResPartner(models.Model):
         help="Overdue invoice total residual amount in company currency.",
     )
 
+    credit_note = fields.Boolean(compute="_compute_credit_note", compute_sudo=True)
+    credit_note_count = fields.Integer(
+        compute="_compute_credit_note_count_amount",
+        string="# of Credit Note",
+        compute_sudo=True,
+    )
+
+    credit_note_amount = fields.Monetary(
+        compute="_compute_credit_note_count_amount",
+        string="Credit Note Residual",
+        compute_sudo=True,
+    )
+
     def _compute_overdue_invoice_count_amount(self):
         for partner in self:
             company_id = partner.company_id.id or partner.env.company.id
@@ -82,3 +95,71 @@ def jump_to_overdue_invoices(self):
         company_id = self.company_id.id or self.env.company.id
         action = self._prepare_jump_to_overdue_invoices(company_id)
         return action
+
+    def _compute_credit_note(self):
+        for partner in self:
+            company_id = partner.company_id or partner.env.company
+            partner.credit_note = company_id.credit_note_partner
+
+    def _compute_credit_note_count_amount(self):
+        for partner in self:
+            company_id = partner.company_id.id or partner.env.company.id
+            (
+                count,
+                amount_company_currency,
+            ) = partner._prepare_credit_note_count_amount(company_id)
+            partner.credit_note_count = count
+            partner.credit_note_amount = amount_company_currency
+
+    def _prepare_credit_note_count_amount(self, company_id):
+        self.ensure_one()
+        domain = self._prepare_credit_note_domain(company_id)
+        # amount_residual_signed is in company currency
+        rg_res = self.env["account.move"].read_group(
+            domain, ["amount_residual_signed"], []
+        )
+        count = 0
+        overdue_invoice_amount = 0.0
+        if rg_res:
+            count = rg_res[0]["__count"]
+            overdue_invoice_amount = (
+                abs(rg_res[0]["amount_residual_signed"])
+                if rg_res[0]["amount_residual_signed"]
+                else rg_res[0]["amount_residual_signed"]
+            )
+        return (count, overdue_invoice_amount)
+
+    def _prepare_credit_note_domain(self, company_id):
+        # The use of commercial_partner_id is in this method
+        self.ensure_one()
+        today = fields.Date.context_today(self)
+        if company_id is None:
+            company_id = self.env.company.id
+        domain = [
+            ("move_type", "=", "out_refund"),
+            ("company_id", "=", company_id),
+            ("commercial_partner_id", "=", self.commercial_partner_id.id),
+            ("invoice_date", "<", today),
+            ("state", "=", "posted"),
+            ("payment_state", "in", ("not_paid", "partial")),
+        ]
+        return domain
+
+    def _prepare_jump_to_credit_note(self, company_id):
+        action = self.env["ir.actions.actions"]._for_xml_id(
+            "account.action_move_out_refund_type"
+        )
+        action["domain"] = self._prepare_credit_note_domain(company_id)
+        action["context"] = {
+            "journal_type": "sale",
+            "move_type": "out_refund",
+            "default_move_type": "out_refund",
+            "default_partner_id": self.id,
+        }
+        return action
+
+    def jump_to_credit_note(self):
+        self.ensure_one()
+        company_id = self.company_id.id or self.env.company.id
+        action = self._prepare_jump_to_credit_note(company_id)
+        return action

account_invoice_overdue_warn/static/description/index.html

@@ -1,4 +1,3 @@
-<?xml version="1.0" encoding="utf-8"?>
 <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
 <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
 <head>
@@ -9,10 +8,11 @@
 
 /*
 :Author: David Goodger (goodger@python.org)
-:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
+:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
 :Copyright: This stylesheet has been placed in the public domain.
 
 Default cascading style sheet for the HTML output of Docutils.
+Despite the name, some widely supported CSS2 features are used.
 
 See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
 customize this style sheet.
@@ -275,7 +275,7 @@
   margin-left: 2em ;
   margin-right: 2em }
 
-pre.code .ln { color: grey; } /* line numbers */
+pre.code .ln { color: gray; } /* line numbers */
 pre.code, code { background-color: #eeeeee }
 pre.code .comment, code .comment { color: #5C6576 }
 pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
@@ -301,7 +301,7 @@
 span.pre {
   white-space: pre }
 
-span.problematic {
+span.problematic, pre.problematic {
   color: red }
 
 span.section-subtitle {
@@ -422,7 +422,9 @@ <h2><a class="toc-backref" href="#toc-entry-4">Contributors</a></h2>
 <div class="section" id="maintainers">
 <h2><a class="toc-backref" href="#toc-entry-5">Maintainers</a></h2>
 <p>This module is maintained by the OCA.</p>
-<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
+<a class="reference external image-reference" href="https://odoo-community.org">
+<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
+</a>
 <p>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.</p>

account_invoice_overdue_warn/tests/__init__.py

@@ -1 +1,2 @@
+from . import test_credit_note_warn
 from . import test_overdue_warn