move account_credit_hold into bemade-addons

account_credit_hold/__init__.py

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+from . import models

account_credit_hold/__manifest__.py

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+{
+    'name': 'Account Credit Hold',
+    'version': '15.0.2.0.0.1',
+    'summary': 'Allows setting clients on credit hold, blocking the ability confirm a new sales order.',
+    'description': 'Allows setting clients on hold, blocking the ability confirm a new sales order.',
+    'category': 'Accounting/Accounting',
+    'author': 'Bemade Inc.',
+    'maintainer': 'Marc Durepos <marc@bemade.org>',
+    'website': 'http://www.bemade.org',
+    'license': 'LGPL-3',
+    'depends': ['sale', 'account_followup', 'stock'],
+    'data': [
+        'views/account_followup_views.xml',
+        'views/sale_order_views.xml',
+        'views/res_partner_views.xml',
+        'views/stock_picking_views.xml',
+    ],
+    'assets': {
+        'web.assets_backend': [
+            'account_credit_hold/static/src/js/followup_form_model.js',
+            'account_credit_hold/static/src/js/followup_form_controller.js',
+        ],
+        'web.assets_qweb': [
+            'account_credit_hold/static/src/xml/account_followup_template.xml',
+        ],
+    },
+    'demo': [],
+    'installable': True,
+    'auto_install': False
+}

account_credit_hold/models/__init__.py

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+from . import account_followup
+from . import res_partner
+from . import sale_order
+from . import stock_picking
+from . import account_followup_report

account_credit_hold/models/account_followup.py

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+from odoo import fields, models, api
+
+
+class FollowupLine(models.Model):
+    _inherit = 'account_followup.followup.line'
+
+    account_hold = fields.Boolean(string="Place on Credit Hold",
+                                  help="Place clients on account hold, restricting confirmation of new orders.")

account_credit_hold/models/account_followup_report.py

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+from odoo import models, fields, api, _
+
+class FollowUpReport(models.AbstractModel):
+    _inherit = 'account.followup.report'
+
+    def _get_line_info(self, followup_line):
+        res = super()._get_line_info(followup_line)
+        res.update({'credit_hold': followup_line.account_hold})
+        return res
+    @api.model
+    def credit_hold(self, options):
+        partner_id = options['partner_id']
+        partner = self.env['res.partner'].browse(partner_id)
+        partner.action_credit_hold()

account_credit_hold/models/res_partner.py

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+from odoo import fields, models, api, _
+from datetime import date
+
+
+class Partner(models.Model):
+    _inherit = 'res.partner'
+
+    postpone_hold_until = fields.Date(string="Postpone Hold",
+                                      help="Grace period specific to this partner despite unpaid invoices.", )
+
+    hold_bg = fields.Boolean(string="Hold (technical)",
+                             compute="_compute_hold_bg",
+                             store=True,
+                             default=False)
+    on_hold = fields.Boolean(string="Account on Hold",
+                             help="Client account is on hold for unpaid overdue invoices.",
+                             compute="_compute_on_hold")
+
+    @api.depends('postpone_hold_until', 'hold_bg')
+    def _compute_on_hold(self):
+        # manually re-compute hold_bg since followup_status doesn't get updated in Python but gets recalculated
+        # by an SQL query every time
+        self._compute_hold_bg()
+        for rec in self:
+            if rec.hold_bg and not (rec.postpone_hold_until and rec.postpone_hold_until > date.today()):
+                rec.on_hold = True
+            else:
+                rec.on_hold = False
+
+    @api.autovacuum
+    def _cleanup_expired_hold_postponements(self):
+        expired_holds = self.search([('postpone_hold_until', '<=', date.today())])
+        expired_holds.write({'postpone_hold_until': False})
+
+    def action_credit_hold(self):
+        message = _('Placed on credit hold')
+        for rec in self:
+            rec.hold_bg = True
+            rec.message_post()
+
+    def _execute_followup_partner(self):
+        res = super()._execute_followup_partner()
+        if self.followup_status == 'in_need_of_action':
+            if self.followup_line_id.account_hold:
+                self.action_credit_hold()
+        return res
+
+    # BV: FOR MIGRATION
+    #@api.depends('followup_status', 'followup_level')
+    def _compute_hold_bg(self):
+        first_followup_level = self.env['account_followup.followup.line'].search(
+            [('company_id', '=', self.env.company.id)], order="delay asc", limit=1)
+        for rec in self:
+            prev_hold_bg = rec.hold_bg
+            level = rec.followup_line_id
+            if rec.followup_status == 'no_action_needed' and level == first_followup_level:
+                rec.hold_bg = False
+            else:
+                rec.hold_bg = prev_hold_bg

account_credit_hold/models/sale_order.py

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+from odoo import fields, models, api, _
+from odoo.exceptions import UserError
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    client_on_hold = fields.Boolean(string='Client on Hold',
+                                    help="Whether or not a client has been put on hold due to unpaid invoices.",
+                                    related="partner_id.on_hold")
+
+    @api.depends('client_on_hold')
+    def action_confirm(self):
+        if any(self.mapped('client_on_hold')):
+            raise UserError(_("This client is on credit hold. No new orders can be confirmed until past-due invoices "
+                              "are paid or the accounting team postpones the hold."))
+        super().action_confirm()

account_credit_hold/models/stock_picking.py

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+from odoo import fields, models, api
+
+
+class ModelName(models.Model):
+    _inherit = "stock.picking"
+
+    client_on_hold = fields.Boolean(string='Client on Hold',
+                                    help="Whether or not a client has been put on hold due to unpaid invoices.",
+                                    related="partner_id.on_hold")

account_credit_hold/readme.md

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+# Overview
+
+This module adds the notion of placing clients on credit hold to the followup levels from the Odoo Enterprise 
+account_followup module. It adds an option to followup levels to mark clients matching the followup criteria as on 
+credit hold. This hold restricts the confirmation of new sales orders for these clients.
+
+Accountant and admin users can set a date until which the account hold will be
+postponed on a specific partner's form view. This effectively gives clients an extra
+grace period, allowing orders to be confirmed until the period ends.
+
+# Change Log
+## 15.0.2.0.0 (2023-05-04)
+
+Complete remake of the module, making the "Credit Hold" an action that is either manually or
+automatically triggered from the Accounting > Followup Reports section or by setting the automatic application field
+on followup levels.
+
+## 15.0.1.1.0 (2023-05-03)
+
+Adds a ribbon to stock pickings for clients on hold, and therefore a dependency on stock.
+
+## 15.0.1.0.2 (2023-05-03)
+
+Fix to sale order view and sale order confirmation for clients not on hold.
+
+## 15.0.1.0.1 (2023-05-03) 
+
+Fix clients on hold when status is "outstanding_invoices".
+
+## 15.0.1.0.0 (2023-05-02) Initial Release
+
+Initial release of the module, including a setting on follow-up levels to toggle placing on credit hold. Blocks
+the confirmation of sales orders for clients on credit hold. Red "Credit Hold" banner appears on sales orders and
+partner form view when a client is on credit hold. Credit hold can be postponed by setting the "Postpone Hold" field
+on the partner form view.

account_credit_hold/static/src/js/followup_form_controller.js

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+/** @odoo-module **/
+
+var FollowupFormController = require('account_followup.FollowupFormController');
+import { patch } from '@web/core/utils/patch';
+
+var PatchedController = patch(FollowupFormController.prototype, "followup_form_controller", {
+    events: _.extend({}, FollowupFormController.prototype.events, {
+        'click .o_account_followup_credit_hold_button': '_onCreditHold',
+    }),
+    updateButtons() {
+        this._super(...arguments);
+        let setButtonClass = (button, primary) => {
+            /* Set class 'btn-primary' if parameter `primary` is true
+             * 'btn-secondary' otherwise
+             */
+            let addedClass = primary ? 'btn-primary' : 'btn-secondary'
+            let removedClass = !primary ? 'btn-secondary' : 'btn-primary'
+            this.$buttons.find(`button.${button}`)
+                .removeClass(removedClass).addClass(addedClass);
+        }
+        if (!this.$buttons) {
+            return;
+        }
+        let followupLevel = this.model.localData[this.handle].data.followup_level;
+        setButtonClass('o_account_followup_credit_hold_button', followupLevel.credit_hold);
+    },
+    _onCreditHold: function() {
+      var self = this;
+      this.model.doCreditHold(this.handle);
+      this.options = {
+          partner_id: this._getPartner()
+      };
+      this._rpc({
+          model: 'account.followup.report',
+          method: 'credit_hold',
+          args: [this.options],
+      }).then(function (result) {
+          self._removeHighlightCreditHold();
+          self._displayDone();
+      });
+    },
+    _removeHighlightCreditHold: function() {
+        this.$buttons.find('button.o_account_followup_credit_hold_button')
+            .removeClass('btn-primary').addClass('btn-secondary');
+    },
+});
+
+export { PatchedController };

account_credit_hold/static/src/js/followup_form_model.js

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+/** @odoo-module **/
+
+var FollowupFormModel = require('account_followup.FollowupFormModel');
+import { patch } from '@web/core/utils/patch';
+
+var PatchedModel = patch(FollowupFormModel.prototype, 'followup_form_model', {
+    doCreditHold: function(handle) {
+        var level = this.localData[handle].data.followup_level;
+        if(level && level.credit_hold) {
+            level.credit_hold = false;
+        }
+    },
+});
+export { PatchedModel };

account_credit_hold/static/src/xml/account_followup_template.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<templates>
+    <t t-inherit="account_followup.CustomerStatements.buttons" t-inherit-mode="extension">
+        <xpath expr="//button[hasclass('o_account_followup_print_letter_button')]" position="before">
+            <button type="button" class="btn btn-primary o_account_followup_credit_hold_button">
+                Credit Hold
+            </button>
+        </xpath>
+    </t>
+</templates>

account_credit_hold/views/account_followup_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="account_followup_followup_line_form_inherit" model="ir.ui.view">
+            <field name="name">account_credit_hold.account_followup_line.form</field>
+            <field name="model">account_followup.followup.line</field>
+            <field name="inherit_id" ref="account_followup.view_account_followup_followup_line_form"/>
+            <field name="arch" type="xml">
+                <xpath expr="//field[@name='send_email']" position="before">
+                    <field name="account_hold" />
+                </xpath>
+            </field>
+        </record>
+    </data>
+</odoo>

account_credit_hold/views/res_partner_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="res_partner_form_inherit" model="ir.ui.view">
+            <field name="name">account_credit_hold.res_partner.form</field>
+            <field name="model">res.partner</field>
+            <field name="inherit_id" ref="base.view_partner_form"/>
+            <field name="arch" type="xml">
+                 <xpath expr="//div[@name='button_box']" position="before">
+                     <field name="hold_bg" invisible="True" />
+                     <field name="on_hold" invisible="True" />
+                     <widget name="web_ribbon" title="Credit Hold"
+                            bg_color="bg-danger" attrs="{'invisible': [('on_hold','=',False)]}"/>
+                </xpath>
+            </field>
+        </record>
+        <record id="view_partner_property_form_inherit" model="ir.ui.view">
+            <field name="name">account_credit_hold.view_partner_property_form</field>
+            <field name="model">res.partner</field>
+            <field name="inherit_id" ref="account.view_partner_property_form"/>
+            <field name="arch" type="xml">
+                <xpath expr="//group[@name='banks']" position="before">
+                    <group string="Credit Hold" >
+                        <field name="postpone_hold_until"
+                               groups="account.group_account_manager,account.group_account_user"
+                               attrs="{'readonly': [('hold_bg','=',False), ('postpone_hold_until','=',False)]}"/>
+                    </group>
+                </xpath>
+            </field>
+        </record>
+    </data>
+</odoo>

account_credit_hold/views/sale_order_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="sale_order_form_inherit" model="ir.ui.view">
+            <field name="name">account_credit_hold.sale_order.form</field>
+            <field name="model">sale.order</field>
+            <field name="inherit_id" ref="sale.view_order_form"/>
+            <field name="arch" type="xml">
+                <xpath expr="//div[@name='button_box']" position="before">
+                    <field name="client_on_hold" invisible="True" />
+                    <widget name="web_ribbon" title="Credit Hold"
+                            bg_color="bg-danger" attrs="{'invisible': [('client_on_hold','=',False)] }"/>
+                </xpath>
+            </field>
+        </record>
+    </data>
+</odoo>

account_credit_hold/views/stock_picking_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="stock_picking_form_inherit" model="ir.ui.view">
+            <field name="name">account_credit_hold.stock_picking.form</field>
+            <field name="model">stock.picking</field>
+            <field name="inherit_id" ref="stock.view_picking_form"/>
+            <field name="priority" eval="8"/>
+            <field name="arch" type="xml">
+                <xpath expr="//div[@name='button_box']" position="before">
+                    <field name="client_on_hold" invisible="True" />
+                    <widget name="web_ribbon" title="Credit Hold"
+                            bg_color="bg-danger" attrs="{'invisible': [('client_on_hold','=',False)] }"/>
+
+                </xpath>
+            </field>
+        </record>
+    </data>
+</odoo>