16.0 mig-account_payment_notification

account_payment_notification/README.rst

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+============================
+Account payment notification
+============================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! 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-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--payment-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-payment/tree/15.0/account_payment_notification
+    :alt: OCA/account-payment
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-payment-15-0/account-payment-15-0-account_payment_notification
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/96/15.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+This module lets you notify partners about sent payment or debit orders.
+
+You can do that by e-mail and/or by SMS. It is automated by default.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure automatic notifications, you need to:
+
+#. Go to *Settings*.
+#. Go to *Invoicing*.
+#. Choose if you want to *Require payment notifications*.
+#. Select the desired *Payment notification method*.
+#. Select the desired *Payment notifications automatism*.
+
+Usage
+=====
+
+To use this module, you need to:
+
+#. Go to *Invoicing* or *Accounting* app.
+#. Go to *Customers > Payments* or *Vendors > Payments*.
+#. Select one or more payments.
+#. Click on *Action*.
+#. Select *Notify partners*.
+
+Odoo will use your preferred notification method, as defined in
+configuration (see that section), to notify all the chosen partners.
+
+Both email and SMS notifications are put in outgoing queues. They will be
+cleared automatically when their corresponding cron jobs are executed.
+
+If you do that same operation from a payment form view, you will have the option
+to choose between sending an email or an SMS. You will be able to edit the
+template before sending it.
+
+💡 Tip: You have new filters in the payments list. Use them to select those
+that have (or not) email or mobile phone.
+
+⚠️ `Sending SMS is a paid service
+<https://www.odoo.com/documentation/15.0/applications/marketing/sms_marketing/pricing/pricing_and_faq.html>`__.
+
+Known issues / Roadmap
+======================
+
+* Multiple SMS notifications to the same partner cannot be sent in batch.
+  Always group payments before notifying. Odoo considers these SMS as duplicated
+  and avoids sending more than one per batch. This behavior is hardcoded.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-payment/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/account-payment/issues/new?body=module:%20account_payment_notification%0Aversion:%2015.0%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
+~~~~~~~
+
+* Moduon
+
+Contributors
+~~~~~~~~~~~~
+
+* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
+* Jairo Llopis (`Moduon <https://www.moduon.team/>`__)
+
+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-yajo| image:: https://github.com/yajo.png?size=40px
+    :target: https://github.com/yajo
+    :alt: yajo
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-yajo| 
+
+This module is part of the `OCA/account-payment <https://github.com/OCA/account-payment/tree/15.0/account_payment_notification>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_payment_notification/__init__.py

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+from . import models
+from . import wizards

account_payment_notification/__manifest__.py

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+# Copyright 2022 Moduon Team S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+{
+    "name": "Account payment notification",
+    "summary": "Notifiy upcoming payments",
+    "version": "16.0.1.0.1",
+    "development_status": "Beta",
+    "category": "Accounting",
+    "website": "https://github.com/OCA/account-payment",
+    "author": "Moduon, Odoo Community Association (OCA)",
+    "maintainers": ["yajo"],
+    "license": "LGPL-3",
+    "installable": True,
+    "depends": [
+        "account",
+        "sms",
+    ],
+    "data": [
+        "data/mail_template.xml",
+        "data/sms_template.xml",
+        "security/sms_template.xml",
+        "views/account_payment_views.xml",
+        "wizards/res_config_settings_views.xml",
+    ],
+}

account_payment_notification/data/mail_template.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2022 Moduon Team S.L.
+     License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl). -->
+<data noupdate="1">
+
+    <record id="mail_template_notification" model="mail.template">
+        <field name="name">Payment notification</field>
+        <field name="auto_delete" eval="False" />
+        <field name="lang">{{ object.partner_id.lang }}</field>
+        <field name="model_id" ref="account.model_account_payment" />
+        <field name="partner_to">{{ object.partner_id.id }}</field>
+        <field
+            name="subject"
+        >{{ object.company_id.name }} Payment Notification (Ref {{ object.name or 'n/a' }})</field>
+        <field name="body_html" type="html">
+            <p>Dear <t t-out="object.partner_id.name or ''">Azure Interior</t>,</p>
+            <p t-if="object.payment_type == 'inbound'">
+                Your debit order was processed and sent to the bank.
+            </p>
+            <p t-else="">
+                Your payment order was processed and sent to the bank.
+            </p>
+            <p t-if="object.reconciled_invoices_type == 'invoice'">
+                It includes the following invoices:
+            </p>
+            <p t-else="">
+                It includes the following credit notes:
+            </p>
+            <ul>
+                <t t-foreach="object.reconciled_invoice_ids" t-as="invoice">
+                    <li t-out="invoice.name">INV/2022/00001</li>
+                </t>
+                <t t-foreach="object.reconciled_bill_ids" t-as="bill">
+                    <li t-out="bill.ref or bill.name">INV/2022/00002</li>
+                </t>
+            </ul>
+            <p>Total amount: <strong t-field="object.amount" /></p>
+            <div>
+                <p>Thanks for your cooperation!</p>
+                <p>--<br /><t t-out="object.company_id.name" /></p>
+                <p>
+                    <small
+                    >This is an automated notification. Replies will not be monitored nor answered. If you have questions, please contact us by the usual means.</small>
+                </p>
+            </div>
+        </field>
+    </record>
+
+</data>

account_payment_notification/data/sms_template.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2022 Moduon Team S.L.
+     License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl). -->
+<data noupdate="1">
+
+    <record id="sms_template_notification" model="sms.template">
+        <field name="name">Payment notification</field>
+        <field
+            name="body"
+        >Dear {{ object.partner_id.name }}, the {{ 'debit' if object.payment_type == 'inbound' else 'payment' }} order of your {{ 'invoice(s)' if object.reconciled_invoices_type == 'invoice' else 'credit note(s)' }} ({{ ", ".join(object.reconciled_bill_ids.mapped(lambda rec: rec.ref or rec.name) + object.reconciled_invoice_ids.mapped("name")) }}) for the total amount of {{ format_amount(object.amount, object.currency_id, object.partner_id.lang) }} was processed and sent to the bank. Thanks for your cooperation! -- {{ object.company_id.name }}</field>
+        <field name="lang">{{ object.partner_id.lang }}</field>
+        <field name="model_id" ref="account.model_account_payment" />
+    </record>
+
+</data>