[NEW] account_followup_trafficlight: new module

task 33784

account_followup_trafficlight/README.rst

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+.. |company| replace:: ADHOC SA
+
+.. |company_logo| image:: https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-logo.png
+   :alt: ADHOC SA
+   :target: https://www.adhoc.com.ar
+
+.. |icon| image:: https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-icon.png
+
+.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+   :target: https://www.gnu.org/licenses/agpl
+   :alt: License: AGPL-3
+
+==============================
+Account Follow-up Trafficlight
+==============================
+
+TODO
+
+Installation
+============
+
+To install this module, you need to:
+
+#. Just install this module.
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+#. No configuration nedeed.
+
+Usage
+=====
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: http://runbot.adhoc.com.ar/
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/ingadhoc/account-financial-tools/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.
+
+Credits
+=======
+
+Images
+------
+
+* |company| |icon|
+
+Contributors
+------------
+
+Maintainer
+----------
+
+|company_logo|
+
+This module is maintained by the |company|.
+
+To contribute to this module, please visit https://www.adhoc.com.ar.

account_followup_trafficlight/__init__.py

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+from . import models

account_followup_trafficlight/__manifest__.py

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+{
+    'name': 'Account Followup Trafficlight',
+    'version': "15.0.1.0.0",
+    'category': 'Accounting',
+    'sequence': 14,
+    'summary': 'Calculate semaphore through debt for selected partners',
+    'author': 'ADHOC SA',
+    'website': 'www.adhoc.com.ar',
+    'license': 'AGPL-3',
+    'depends': [
+        'account_followup',
+    ],
+    'data': [
+        'data/ir_cron_data.xml',
+        'views/res_partner_views.xml',
+    ],
+    'installable': True,
+    'application': False,
+}

account_followup_trafficlight/data/ir_cron_data.xml

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+<?xml version='1.0' encoding='UTF-8'?>
+<odoo>
+    <record id="account_followup_trafficlight.calcular_semaforo" model="ir.cron">
+    <field name="name">Calcular Semaforo</field>
+    <field ref="base.model_res_partner" name="model_id"/>
+    <field name="state">code</field>
+    <field name="binding_type">action</field>
+    <field name="code">
+domain = [('account_id.internal_type', '=', 'receivable'), ('full_reconcile_id', '=', False), ('amount_residual','>', 0), ('parent_state','=','posted')]
+all_partner_ids = []
+to_date = datetime.date.today()
+# first_date_of_year = to_date.replace(day=1, month=1)
+
+# vamos buscando en peridos de tiempo hacia atras, desde hace un mes hasta hoy, luego desde hace dos meses hasta hace un mes, etc...
+# y vamos a ir escribiendo el valor de semaforo correspondiente.
+# al hacerlo de esta manera solo hay 4 search y 4 write
+for months, semaphore in [(1, '1'), (2, '2'), (3, '3'), (999, '999')]:
+    from_date = to_date - dateutil.relativedelta.relativedelta(months=months)
+    # si se queiere que solo se tengan en cuenta deudas de año actual
+    # res = env['account.move.line'].read_group(domain + [('first_date_of_year', '&gt;=', first_date_of_year), ('date_maturity', '&gt;=', from_date)
+    #, ('date_maturity', '&lt;', to_date)], ['partner_id'], 'partner_id')
+    res = env['account.move.line'].read_group(domain + [('date_maturity', '&gt;=', from_date), ('date_maturity', '&lt;', to_date)], ['partner_id'], 'partner_id')
+    to_date = from_date
+    partner_ids = [x['partner_id'][0] for x in res]
+    env['res.partner'].browse(partner_ids).write({'semaphore': semaphore})
+    all_partner_ids += partner_ids
+
+env['res.partner'].search([('id', 'not in', all_partner_ids), ('semaphore', '!=', False)]).write({'semaphore': False})
+
+</field>
+    <field name="interval_number">1</field>
+    <field name="interval_type">days</field>
+    <field name="numbercall">-1</field>
+</record>
+</odoo>

account_followup_trafficlight/models/__init__.py

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+from . import res_partner

account_followup_trafficlight/models/res_partner.py

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+from odoo import models, fields, api, _
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    semaphore = fields.Selection(string='Semáforo', selection=[('1', '1 Mes'), ('2', '2 Meses'), ('3', '3 Meses'), ('999', '>= 4 Meses')])
+

account_followup_trafficlight/views/res_partner_views.xml

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+<?xml version='1.0' encoding='UTF-8'?>
+<odoo>
+  <record id="customer_statements_tree_view_inherit" model="ir.ui.view">
+    <field name="name">customer.statements.tree.inherit</field>
+    <field name="model">res.partner</field>
+    <field name="priority">99</field>
+    <field ref="account_followup.customer_statements_tree_view" name="inherit_id"/>
+    <field name="arch" type="xml">
+      <field name="followup_status" position="after">
+        <field name="semaphore"/>
+        <button type="object" icon="fa-pencil-square-o" name="open_partner_ledger" context="{'default_partner_id': active_id}"/>
+      </field>
+      <tree position="attributes">
+        <attribute name="decoration-success">not semaphore</attribute>
+        <attribute name="decoration-warning">semaphore == '1'</attribute>
+        <attribute name="decoration-muted">semaphore == '2'</attribute>
+        <attribute name="decoration-danger">semaphore == '3'</attribute>
+        <attribute name="decoration-bf">semaphore == '999'</attribute>
+      </tree>
+      <field name="followup_status" position="attributes">
+        <attribute name="invisible">1</attribute>
+      </field>
+      <field name="total_overdue" position="attributes">
+        <attribute name="invisible">1</attribute>
+      </field>
+      <field name="followup_level" position="attributes">
+        <attribute name="invisible">1</attribute>
+      </field>
+    </field>
+  </record>
+
+  <record id="customer_statements_search_view" model="ir.ui.view">
+    <field name="name">customer.statements.search.inherit</field>
+    <field name="model">res.partner</field>
+    <field name="priority">99</field>
+    <field ref="account_followup.customer_statements_search_view" name="inherit_id"/>
+    <field name="arch" type="xml">
+      <field name="followup_status" position="before">
+        <field name="semaphore"/>
+      </field>
+      <group>
+        <separator />
+        <filter string="Semáforo" name="groupby_semaphore" domain="[]" context="{'group_by': 'semaphore'}"/>
+        <separator />
+      </group>
+      <filter name="inactive" position="before">
+        <separator />
+          <filter string="Semáforo 1 mes"
+                  name="filter_semaphore_1_month"
+                  domain="[('semaphore', '=', '1')]"/>
+          <filter string="Semáforo 2 meses"
+                  name="filter_semaphore_2_month"
+                  domain="[('semaphore', '=', '2')]"/>
+          <filter string="Semáforo 3 meses"
+                  name="filter_semaphore_3_month"
+                  domain="[('semaphore', '=', '3')]"/>
+          <filter string="Semáforo >= 4 Meses"
+                  name="filter_semaphore_4_month"
+                  domain="[('semaphore', '=', '999')]"/>
+          <separator />
+      </filter>
+    </field>
+  </record>
+
+  <record model="ir.ui.view" id="res_partner_view_form">
+    <field name="name">res.partner.view.form</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_partner_form"/>
+    <field name="arch" type="xml">
+      <field name="website" position="after">
+        <field name="semaphore" string="Atraso de deuda" readonly="1"/>
+      </field>
+    </field>
+  </record>
+
+</odoo>