Account module massive expansion: 2499→5049 LOC (+2550)
New models (12): - account.asset: depreciation (linear/degressive), journal entry generation - account.edi.format + account.edi.document: UBL 2.1 XML e-invoicing - account.followup.line: payment follow-up escalation levels - account.reconcile.model + lines: automatic bank reconciliation rules - crossovered.budget + lines + account.budget.post: budgeting system - account.cash.rounding: invoice rounding (UP/DOWN/HALF-UP) - account.payment.method + lines: payment method definitions - account.invoice.send: invoice sending wizard Enhanced existing: - account.move: action_reverse (credit notes), access_url, invoice_has_outstanding - account.move.line: tax_tag_ids, analytic_distribution, date_maturity, matching_number - Entry hash chain integrity (SHA-256, secure_sequence_number) - Report HTML rendering for all 6 report types - res.partner extended with followup status + overdue tracking Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Marc
318
addons/account/models/account_followup.go
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318
addons/account/models/account_followup.go
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package models
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import (
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"fmt"
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"strings"
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"odoo-go/pkg/orm"
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)
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// initAccountFollowup registers payment follow-up models.
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// Mirrors: odoo/addons/account_followup/models/account_followup.py
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//
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// Follow-up levels define escalation steps for overdue payments:
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// Level 1: Friendly reminder after X days
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// Level 2: Formal notice after X days
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// Level 3: Final warning / legal action after X days
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func initAccountFollowup() {
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// -- Follow-up Level --
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fl := orm.NewModel("account.followup.line", orm.ModelOpts{
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Description: "Follow-up Criteria",
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Order: "delay",
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})
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fl.AddFields(
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orm.Char("name", orm.FieldOpts{String: "Follow-Up Action", Required: true, Translate: true}),
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orm.Integer("delay", orm.FieldOpts{
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String: "Due Days",
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Required: true,
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Help: "Number of days after the due date of the invoice to trigger this action",
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}),
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orm.Text("description", orm.FieldOpts{
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String: "Printed Message",
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Translate: true,
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Help: "Message printed on the follow-up report",
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}),
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orm.Text("email_body", orm.FieldOpts{
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String: "Email Body",
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Translate: true,
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Help: "Email body for the follow-up email",
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}),
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orm.Char("email_subject", orm.FieldOpts{
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String: "Email Subject",
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Translate: true,
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}),
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orm.Boolean("send_email", orm.FieldOpts{
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String: "Send Email",
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Default: true,
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}),
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orm.Boolean("send_letter", orm.FieldOpts{
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String: "Send Letter",
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Default: false,
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}),
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orm.Boolean("manual_action", orm.FieldOpts{
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String: "Manual Action",
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Help: "Assign a manual action to be done",
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}),
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orm.Text("manual_action_note", orm.FieldOpts{
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String: "Action To Do",
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Help: "Description of the manual action to be taken",
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}),
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orm.Many2one("manual_action_responsible_id", "res.users", orm.FieldOpts{
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String: "Assign a Responsible",
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}),
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orm.Many2one("company_id", "res.company", orm.FieldOpts{
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String: "Company", Required: true,
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}),
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orm.Selection("sms_template", []orm.SelectionItem{
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{Value: "none", Label: "None"},
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{Value: "default", Label: "Default"},
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}, orm.FieldOpts{String: "SMS Template", Default: "none"}),
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orm.Boolean("join_invoices", orm.FieldOpts{
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String: "Attach Invoices",
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Default: false,
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Help: "Attach open invoice PDFs to the follow-up email",
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}),
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orm.Selection("auto_execute", []orm.SelectionItem{
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{Value: "auto", Label: "Automatic"},
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{Value: "manual", Label: "Manual"},
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}, orm.FieldOpts{String: "Execution", Default: "manual"}),
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)
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// -- Follow-up Report (partner-level) --
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// Extends res.partner with follow-up state tracking.
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initFollowupPartnerExtension()
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// -- Follow-up processing method on partner --
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initFollowupProcess()
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}
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// initFollowupPartnerExtension adds follow-up tracking fields to res.partner.
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func initFollowupPartnerExtension() {
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ext := orm.ExtendModel("res.partner")
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ext.AddFields(
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orm.Selection("followup_status", []orm.SelectionItem{
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{Value: "no_action_needed", Label: "No Action Needed"},
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{Value: "with_overdue_invoices", Label: "With Overdue Invoices"},
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{Value: "in_need_of_action", Label: "In Need of Action"},
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}, orm.FieldOpts{String: "Follow-up Status", Compute: "_compute_followup_status"}),
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orm.Many2one("followup_level_id", "account.followup.line", orm.FieldOpts{
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String: "Follow-up Level",
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}),
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orm.Date("followup_next_action_date", orm.FieldOpts{
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String: "Next Follow-up Date",
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}),
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orm.Text("followup_reminder", orm.FieldOpts{
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String: "Customer Follow-up Note",
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}),
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orm.Many2one("followup_responsible_id", "res.users", orm.FieldOpts{
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String: "Follow-up Responsible",
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}),
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orm.Integer("total_overdue_invoices", orm.FieldOpts{
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String: "Total Overdue Invoices", Compute: "_compute_total_overdue",
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}),
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orm.Monetary("total_overdue_amount", orm.FieldOpts{
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String: "Total Overdue Amount", Compute: "_compute_total_overdue",
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}),
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)
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// _compute_followup_status
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ext.RegisterCompute("followup_status", func(rs *orm.Recordset) (orm.Values, error) {
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env := rs.Env()
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partnerID := rs.IDs()[0]
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var overdueCount int
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env.Tx().QueryRow(env.Ctx(),
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`SELECT COUNT(*) FROM account_move m
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WHERE m.partner_id = $1 AND m.state = 'posted'
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AND m.move_type IN ('out_invoice', 'out_receipt')
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AND m.payment_state NOT IN ('paid', 'in_payment', 'reversed')
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AND m.invoice_date_due < CURRENT_DATE`, partnerID,
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).Scan(&overdueCount)
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status := "no_action_needed"
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if overdueCount > 0 {
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// Check if there's a follow-up level set
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var levelID *int64
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env.Tx().QueryRow(env.Ctx(),
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`SELECT followup_level_id FROM res_partner WHERE id = $1`, partnerID,
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).Scan(&levelID)
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if levelID != nil && *levelID > 0 {
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status = "in_need_of_action"
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} else {
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status = "with_overdue_invoices"
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}
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}
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return orm.Values{"followup_status": status}, nil
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})
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// _compute_total_overdue: computes both count and amount of overdue invoices
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computeOverdue := func(rs *orm.Recordset) (orm.Values, error) {
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env := rs.Env()
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partnerID := rs.IDs()[0]
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var count int
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var total float64
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env.Tx().QueryRow(env.Ctx(),
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`SELECT COUNT(*), COALESCE(SUM(amount_residual::float8), 0)
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FROM account_move
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WHERE partner_id = $1 AND state = 'posted'
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AND move_type IN ('out_invoice', 'out_receipt')
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AND payment_state NOT IN ('paid', 'in_payment', 'reversed')
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AND invoice_date_due < CURRENT_DATE`, partnerID,
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).Scan(&count, &total)
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return orm.Values{
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"total_overdue_invoices": count,
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"total_overdue_amount": total,
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}, nil
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}
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ext.RegisterCompute("total_overdue_invoices", computeOverdue)
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ext.RegisterCompute("total_overdue_amount", computeOverdue)
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}
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// initFollowupProcess registers the follow-up processing methods.
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func initFollowupProcess() {
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ext := orm.ExtendModel("res.partner")
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// action_execute_followup: run follow-up for the partner.
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// Mirrors: odoo/addons/account_followup/models/res_partner.py execute_followup()
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ext.RegisterMethod("action_execute_followup", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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for _, partnerID := range rs.IDs() {
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// Find overdue invoices for this partner
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rows, err := env.Tx().Query(env.Ctx(),
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`SELECT m.id, m.name, m.invoice_date_due, m.amount_residual::float8,
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CURRENT_DATE - m.invoice_date_due as overdue_days
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FROM account_move m
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WHERE m.partner_id = $1 AND m.state = 'posted'
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AND m.move_type IN ('out_invoice', 'out_receipt')
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AND m.payment_state NOT IN ('paid', 'in_payment', 'reversed')
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AND m.invoice_date_due < CURRENT_DATE
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ORDER BY m.invoice_date_due`, partnerID)
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if err != nil {
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return nil, fmt.Errorf("account: query overdue invoices for partner %d: %w", partnerID, err)
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}
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var maxOverdueDays int
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var overdueInvoiceIDs []int64
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for rows.Next() {
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var invID int64
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var invName string
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var dueDate interface{}
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var residual float64
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var overdueDays int
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if err := rows.Scan(&invID, &invName, &dueDate, &residual, &overdueDays); err != nil {
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continue
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}
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overdueInvoiceIDs = append(overdueInvoiceIDs, invID)
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if overdueDays > maxOverdueDays {
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maxOverdueDays = overdueDays
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}
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}
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rows.Close()
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if len(overdueInvoiceIDs) == 0 {
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continue
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}
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// Find the appropriate follow-up level based on overdue days
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var companyID int64
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env.Tx().QueryRow(env.Ctx(),
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`SELECT COALESCE(company_id, 1) FROM res_partner WHERE id = $1`, partnerID,
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).Scan(&companyID)
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var levelID *int64
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var levelName *string
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env.Tx().QueryRow(env.Ctx(),
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`SELECT id, name FROM account_followup_line
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WHERE company_id = $1 AND delay <= $2
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ORDER BY delay DESC LIMIT 1`, companyID, maxOverdueDays,
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).Scan(&levelID, &levelName)
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if levelID != nil {
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env.Tx().Exec(env.Ctx(),
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`UPDATE res_partner SET followup_level_id = $1,
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followup_next_action_date = CURRENT_DATE + INTERVAL '14 days'
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WHERE id = $2`, *levelID, partnerID)
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}
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}
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return true, nil
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})
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// get_followup_html: generate HTML report of overdue invoices for a partner.
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// Mirrors: odoo/addons/account_followup/models/res_partner.py get_followup_html()
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ext.RegisterMethod("get_followup_html", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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partnerID := rs.IDs()[0]
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var partnerName string
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env.Tx().QueryRow(env.Ctx(),
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`SELECT COALESCE(name, 'Unknown') FROM res_partner WHERE id = $1`, partnerID,
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).Scan(&partnerName)
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rows, err := env.Tx().Query(env.Ctx(),
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`SELECT m.name, m.invoice_date_due, m.amount_residual::float8,
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m.amount_total::float8, CURRENT_DATE - m.invoice_date_due as overdue_days
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FROM account_move m
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WHERE m.partner_id = $1 AND m.state = 'posted'
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AND m.move_type IN ('out_invoice', 'out_receipt')
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AND m.payment_state NOT IN ('paid', 'in_payment', 'reversed')
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ORDER BY m.invoice_date_due`, partnerID)
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if err != nil {
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return "", fmt.Errorf("account: query invoices for followup: %w", err)
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}
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defer rows.Close()
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var b strings.Builder
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b.WriteString(`<style>
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body{font-family:Arial;margin:20px}
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table{width:100%;border-collapse:collapse;margin-top:12px}
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th,td{border:1px solid #ddd;padding:6px 8px;text-align:right}
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th{background:#875a7b;color:white}
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td:first-child,th:first-child{text-align:left}
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.overdue{color:#d9534f;font-weight:bold}
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h2{color:#875a7b}
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</style>`)
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b.WriteString(fmt.Sprintf("<h2>Payment Follow-up: %s</h2>", partnerName))
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b.WriteString(`<table><tr><th>Invoice</th><th>Due Date</th><th>Total</th><th>Amount Due</th><th>Overdue Days</th></tr>`)
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var totalDue float64
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for rows.Next() {
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var invName string
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var dueDate interface{}
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var residual, total float64
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var overdueDays int
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if err := rows.Scan(&invName, &dueDate, &residual, &total, &overdueDays); err != nil {
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continue
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}
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totalDue += residual
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overdueClass := ""
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if overdueDays > 30 {
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overdueClass = ` class="overdue"`
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}
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b.WriteString(fmt.Sprintf(`<tr><td>%s</td><td>%v</td><td>%.2f</td><td>%.2f</td><td%s>%d</td></tr>`,
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invName, dueDate, total, residual, overdueClass, overdueDays))
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}
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b.WriteString(fmt.Sprintf(`<tr style="font-weight:bold;background:#f5f5f5"><td colspan="3">Total Due</td><td>%.2f</td><td></td></tr>`, totalDue))
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b.WriteString("</table>")
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// Add follow-up message if a level is set
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var description *string
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env.Tx().QueryRow(env.Ctx(),
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`SELECT fl.description FROM res_partner p
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JOIN account_followup_line fl ON fl.id = p.followup_level_id
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WHERE p.id = $1`, partnerID,
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).Scan(&description)
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if description != nil && *description != "" {
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b.WriteString(fmt.Sprintf(`<div style="margin-top:20px;padding:10px;background:#fff3cd;border:1px solid #ffc107;border-radius:4px">%s</div>`, *description))
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}
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return b.String(), nil
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})
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}
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