Initial migration of account_credit_hold for testing in 18.0

account_credit_hold/__init__.py

@@ -0,0 +1 @@
+from . import models

account_credit_hold/__manifest__.py

@@ -0,0 +1,20 @@
+{
+    "name": "Account Credit Hold",
+    "version": "18.0.1.1.1",
+    "summary": "Allows setting clients on credit 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",
+    ],
+    "demo": [],
+    "installable": True,
+    "auto_install": False,
+}

account_credit_hold/models/__init__.py

@@ -0,0 +1,5 @@
+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

@@ -0,0 +1,8 @@
+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

@@ -0,0 +1,12 @@
+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

account_credit_hold/models/res_partner.py

@@ -0,0 +1,80 @@
+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.",
+        tracking=True,
+    )
+
+    hold_bg = fields.Boolean(
+        string="Hold (technical)",
+        compute="_compute_hold_bg",
+        store=True,
+        default=False,
+        compute_sudo=True,
+        tracking=True,
+    )
+    on_hold = fields.Boolean(
+        string="Account on Hold",
+        help="Client account is on hold for unpaid overdue invoices.",
+        compute="_compute_on_hold",
+        compute_sudo=True,
+    )
+
+    @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 the parent company is on hold, so are all its sub-contacts and subsidiaries
+            if rec.commercial_partner_id and rec.commercial_partner_id.on_hold:
+                rec.on_hold = True
+                return
+            # If there is no parent company or the parent is not on hold, we compute for ourselves
+            if rec.hold_bg and not (
+                rec.postpone_hold_until and rec.postpone_hold_until > date.today()
+            ):
+                rec.on_hold = True
+            else:
+                if rec.on_hold:
+                    rec.message_post(_("Credit hold lifted."))
+                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):
+        for rec in self:
+            rec.hold_bg = True
+            rec.message_post(body=_("Placed on credit hold."))
+
+    def action_lift_credit_hold(self):
+        for rec in self:
+            rec.hold_bg = False
+            rec.message_post(body=_("Credit hold lifted."))
+
+    def _execute_followup_partner(self, options=None):
+        res = super()._execute_followup_partner(options)
+        if self.followup_status == "in_need_of_action":
+            if self.followup_line_id.account_hold:
+                self.action_credit_hold()
+        return res
+
+    @api.depends("followup_status", "followup_line_id")
+    def _compute_hold_bg(self):
+        first_followup_level = self._get_first_followup_level()
+        for rec in self:
+            prev_hold_bg = rec.hold_bg
+            level = rec.followup_line_id
+            if rec.followup_status == "no_action_needed" and not level:
+                rec.hold_bg = False
+            else:
+                rec.hold_bg = prev_hold_bg

account_credit_hold/models/sale_order.py

@@ -0,0 +1,17 @@
+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

@@ -0,0 +1,9 @@
+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

@@ -0,0 +1,40 @@
+# 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
+
+## 17.0.1.0.0 (2024-05-15)
+
+Various modifications to adapt code to Odoo 17.0
+
+## 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/views/account_followup_views.xml

@@ -0,0 +1,49 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+        <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>
+        <record id="customer_statements_form_view_inherit" model="ir.ui.view">
+            <field name="name">customer.statements.form.view.inherit</field>
+            <field name="model">res.partner</field>
+            <field
+      name="inherit_id"
+      ref="account_followup.customer_statements_form_view"
+    />
+            <field name="arch" type="xml">
+                <xpath expr="//button[last()]" position="after">
+                    <field invisible="1" name="hold_bg" />
+                    <button
+          class="button btn-secondary"
+          invisible="hold_bg == True"
+          name="action_credit_hold"
+          string="Credit Hold"
+          type="object"
+        />
+                    <button
+          class="button btn-secondary"
+          invisible="hold_bg == False"
+          name="action_lift_credit_hold"
+          string="Lift Credit Hold"
+          type="object"
+        />
+                </xpath></field>
+        </record>
+        <record id="action_credit_hold" model="ir.actions.server">
+            <field name="name">action_credit_hold</field>
+            <field name="model_id" ref="base.model_res_partner" />
+            <field name="binding_model_id" ref="base.model_res_partner" />
+            <field name="binding_view_types">list,form</field>
+            <field name="state">code</field>
+            <field name="code">records.action_credit_hold()</field>
+        </record>
+</odoo>

account_credit_hold/views/res_partner_views.xml

@@ -0,0 +1,34 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+        <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 invisible="True" name="hold_bg" />
+                    <field invisible="True" name="on_hold" />
+                    <widget
+          bg_color="bg-danger"
+          invisible="on_hold == False"
+          name="web_ribbon"
+          title="Credit Hold"
+        />
+                </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
+            groups="account.group_account_manager,account.group_account_user"
+            name="postpone_hold_until"
+            readonly="hold_bg == False and postpone_hold_until == False"
+          />
+                    </group>
+                </xpath></field>
+        </record>
+</odoo>

account_credit_hold/views/sale_order_views.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+        <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 invisible="True" name="client_on_hold" />
+                    <widget
+          bg_color="bg-danger"
+          invisible="client_on_hold == False"
+          name="web_ribbon"
+          title="Credit Hold"
+        />
+                </xpath></field>
+        </record>
+</odoo>

account_credit_hold/views/stock_picking_views.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+        <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 eval="8" name="priority" />
+            <field name="arch" type="xml">
+                <xpath expr="//div[@name='button_box']" position="before">
+                    <field invisible="True" name="client_on_hold" />
+                    <widget
+          bg_color="bg-danger"
+          invisible="client_on_hold == False"
+          name="web_ribbon"
+          title="Credit Hold"
+        />
+                </xpath></field>
+        </record>
+</odoo>