price_update_notifications module added

price_update_notifications/__init__.py

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+from . import models
+from . import wizard

price_update_notifications/__manifest__.py

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+#
+#    Bemade Inc.
+#
+#    Copyright (C) 2023-June Bemade Inc. (<https://www.bemade.org>).
+#    Author: Marc Durepos (Contact : marc@bemade.org)
+#
+#    This program is under the terms of the GNU Lesser General Public License,
+#    version 3.
+#
+#    For full license details, see https://www.gnu.org/licenses/lgpl-3.0.en.html.
+#
+#    THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+#    IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+#    FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
+#    IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
+#    DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
+#    ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
+#    DEALINGS IN THE SOFTWARE.
+#
+{
+    "name": "Price Update Notifications",
+    "version": "17.0.1.0.0",
+    "summary": "Send a price update notification to clients",
+    "category": "Sale",
+    "author": "Bemade Inc.",
+    "website": "http://www.bemade.org",
+    "license": "LGPL-3",
+    "depends": ["sale_management", "sales_team", "mail"],
+    "data": [
+        "security/ir.model.access.csv",
+        "data/ir_cron_data.xml",
+        "data/email_templates.xml",
+        "views/price_notice_mailing_views.xml",
+        "wizard/send_price_update_notice_views.xml",
+    ],
+    "assets": {},
+    "installable": True,
+    "auto_install": False,
+}

price_update_notifications/data/email_templates.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="mail_template_price_update" model="mail.template">
+        <field name="name">Product Price Update</field>
+        <field name="model_id"
+               ref="price_update_notifications.model_price_notice_mailing"/>
+        <field name="subject">
+            {{ object.partner_id.company_id.name }} Price Update
+            Notification -
+            Effective {{ object.effective_date.strftime("%Y-%m-%d") }}
+        </field>
+        <field name="description">Sent using the send price update
+            letter action on partners.
+        </field>
+        <field name="email_from">
+            {{ object.partner_id.company_id.email}}
+        </field>
+        <field name="email_to">{{ object.email }}</field>
+        <field name="lang">{{ object.partner_id.lang }}</field>
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px" id="intro">
+                <p>Dear <span t-field="object.partner_id.name"/>,</p>
+                <p>We have recently updated the pricing for the following
+                    products you have purchased or requested pricing for in the past
+                    year. Please take note that these prices will be effective as of
+                    <span t-out="object.effective_date.strftime('%Y-%m-%d')"/>.
+                </p>
+            </div>
+            <t t-set="company"
+               t-value="object.partner_id.company_id or object.env.company"/>
+            <div id="table">
+                <table class="table" style="width: 100%; border-collapse: collapse; font-family: Arial, sans-serif;">
+                    <thead style="background-color: #f2f2f2; text-align: left;">
+                        <tr>
+                            <th style="padding: 8px; border-bottom: 2px solid #ddd;">Product</th>
+                            <th style="padding: 8px; border-bottom: 2px solid #ddd;">Unit</th>
+                            <th style="padding: 8px; border-bottom: 2px solid #ddd; text-align: right;">Unit Price</th>
+                            <th style="padding: 8px; border-bottom: 2px solid #ddd;">Currency</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr t-foreach="object.line_ids" t-as="line" t-attf-style="background-color: {{ line_index % 2 == 0 and '#f9f9f9' or '#ffffff' }};">
+                            <td style="padding: 8px; border-bottom: 1px solid #ddd;">
+                                <span t-field="line.product_id.display_name"/>
+                            </td>
+                            <td style="padding: 8px; border-bottom: 1px solid #ddd;">
+                                <span t-field="line.product_id.uom_id.display_name"/>
+                            </td>
+                            <td style="padding: 8px; border-bottom: 1px solid #ddd; text-align: right;">
+                                <span t-field="line.price" t-options="{'widget': 'monetary', 'display_currency': line.currency_id}"/>
+                            </td>
+                            <td style="padding: 8px; border-bottom: 1px solid #ddd;">
+                                <span t-field="line.currency_id.name"/>
+                            </td>
+                        </tr>
+                    </tbody>
+                </table>
+                <p>Best regards,</p>
+                <p>The <span t-out="company.name"/> team.</p>
+            </div>
+        </field>
+    </record>
+</odoo>

price_update_notifications/data/ir_cron_data.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="send_pricing_update_mails" model="ir.cron">
+        <field name="name">Price Update Notifications: Send
+            Notifications</field>
+        <field name="model_id"
+               ref="price_update_notifications.model_price_notice_mailing"/>
+        <field name="state">code</field>
+        <field name="code">model.action_send_all()</field>
+        <field name="active" eval="True"/>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="numbercall">-1</field>
+        <field name="doall" eval="False"/>
+        <field name="nextcall"
+               eval="(DateTime.now() + timedelta(days=1))"/>
+    </record>
+</odoo>

price_update_notifications/models/__init__.py

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+from . import price_notice_mailing

price_update_notifications/models/price_notice_mailing.py

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+from odoo import models, fields, api
+from odoo.exceptions import ValidationError
+from datetime import timedelta
+
+
+class PriceNoticeMailing(models.Model):
+    _name = "price.notice.mailing"
+    _description = "Price Notice Mailing"
+    _inherit = ["mail.thread"]
+
+    partner_id = fields.Many2one("res.partner", required=True, readonly=True)
+    email = fields.Char(readonly=True)
+    product_template_ids = fields.Many2many("product.template")
+    line_ids = fields.One2many(
+        comodel_name="price.notice.mailing.line",
+        inverse_name="mailing_id",
+    )
+    effective_date = fields.Date(
+        required=True,
+        string="Effective Pricing Date",
+    )
+    send_date = fields.Date(required=True)
+    sent = fields.Boolean(default=False, readonly=True)
+    active = fields.Boolean(default=True)
+
+    def _compute_display_name(self):
+        for rec in self:
+            rec.display_name = f"{rec.send_date} - {rec.partner_id.name}"
+
+    def create(self, vals_list):
+        res = super().create(vals_list)
+        for mailing in res:
+            email = mailing.partner_id.email
+            if not email:
+                raise ValidationError(
+                    f"Partner email not found for price "
+                    f"notice "
+                    "mailing to {partner.display_name}."
+                )
+            mailing.email = mailing.partner_id.email
+            mailing._create_lines()
+            if not mailing.line_ids:
+                mailing.active = False
+        return res
+
+    def _create_lines(self):
+        line_vals = []
+        for mailing in self:
+            products = mailing._get_purchased_products()
+            for product in products:
+                pricelist = mailing.partner_id.property_product_pricelist
+                price = pricelist._get_product_price(
+                    product,
+                    quantity=1.0,
+                    date=mailing.effective_date,
+                )
+                currency = (
+                    pricelist.currency_id
+                    or mailing.partner_id.company_id.currency_id
+                    or self.env.company.currency_id
+                )
+                line_vals.append(
+                    {
+                        "mailing_id": mailing.id,
+                        "product_id": product.id,
+                        "currency_id": currency.id,
+                        "price": price,
+                    }
+                )
+        self.env["price.notice.mailing.line"].create(line_vals)
+
+    def _get_purchased_products(self):
+        self.ensure_one()
+        # Retrieve partner purchase history
+        so_domain = [
+            ("date_order", ">=", fields.Date.today() - timedelta(days=365)),
+            "|",
+            "|",
+            ("partner_id", "=", self.partner_id.id),
+            ("partner_id", "=", self.partner_id.commercial_partner_id.id),
+            (
+                "partner_id.commercial_partner_id",
+                "=",
+                self.partner_id.commercial_partner_id.id,
+            ),
+        ]
+        if self.product_template_ids:
+            so_domain = [
+                "order_line.product_tmpl_id",
+                "in",
+                self.product_template_ids.ids,
+            ] + so_domain
+        sale_ids = self.env["sale.order"].search(so_domain)
+
+        # Retrieve purchased products and limit to the selected product
+        # templates
+        product_domain = [
+            ("id", "in", sale_ids.order_line.mapped("product_id").ids),
+        ]
+        if self.product_template_ids:
+            product_domain = product_domain + [
+                ("product_tmpl_id", "in", self.product_template_ids.ids)
+            ]
+        product_ids = self.env["product.product"].search(product_domain)
+        return product_ids
+
+    @api.model
+    def action_send_all(self):
+        due_mailings = self.search(
+            [("sent", "=", False), ("send_date", "<=", fields.Date.today())]
+        )
+        due_mailings._action_send()
+
+    def _action_send(self):
+        template = self.env.ref("price_update_notifications.mail_template_price_update")
+        for mailing in self:
+            template.send_mail(mailing.id)
+            mailing.sent = True
+
+
+class PriceNoticeMailingLine(models.Model):
+    _name = "price.notice.mailing.line"
+    _description = "Price Notice Mailing Line"
+
+    mailing_id = fields.Many2one(
+        "price.notice.mailing",
+        required=True,
+        ondelete="cascade",
+    )
+    product_id = fields.Many2one("product.product", required=True)
+    currency_id = fields.Many2one("res.currency", required=True)
+    price = fields.Monetary(required=True)

price_update_notifications/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_wizard_price_update_notice_manager,access_wizard_price_update_notice_manager,model_wizard_price_update_notice,sales_team.group_sale_manager,1,1,1,1
+access_price_notice_mailing_manager,access_price_notice_mailing_manager,model_price_notice_mailing,sales_team.group_sale_manager,1,1,1,1
+access_price_notice_mailing_line_manager,access_price_notice_mailing_line_manager,model_price_notice_mailing_line,sales_team.group_sale_manager,1,1,1,1
+access_wizard_price_update_notice_user,access_wizard_price_update_notice_user,model_wizard_price_update_notice,base.group_user,1,0,0,0
+access_price_notice_mailing_user,access_price_notice_mailing_user,model_price_notice_mailing,base.group_user,1,0,0,0
+access_price_notice_mailing_line_user,access_price_notice_mailing_line_user,model_price_notice_mailing_line,base.group_user,1,0,0,0

price_update_notifications/views/price_notice_mailing_views.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="price_notice_mailing_view_form" model="ir.ui.view">
+        <field name="name">price.notice.mailing.view.form</field>
+        <field name="model">price.notice.mailing</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <group colspan="2">
+                        <field name="partner_id"/>
+                        <field name="send_date"/>
+                        <field name="effective_date"/>
+                        <field name="sent"/>
+                    </group>
+                    <notebook>
+                        <page string="Notification Lines">
+                            <field name="line_ids">
+                                <tree>
+                                    <field name="product_id"/>
+                                    <field name="price"/>
+                                    <field name="currency_id"/>
+                                </tree>
+                            </field>
+                        </page>
+                        <page string="Applicable Products">
+                            <field name="product_template_ids">
+                                <tree>
+                                    <field name="name"/>
+                                </tree>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+
+                <div class="oe_chatter">
+                    <field name="message_follower_ids" widget="mail_followers"/>
+                    <field name="message_ids" widget="mail_thread"/>
+                </div>
+            </form>
+        </field>
+    </record>
+    <record id="price_notice_mailing_view_list" model="ir.ui.view">
+        <field name="name">price.notice.mailing.view.list</field>
+        <field name="model">price.notice.mailing</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="send_date"/>
+                <field name="partner_id"/>
+                <field name="effective_date"/>
+                <field name="send_date"/>
+                <field name="sent"/>
+            </tree>
+        </field>
+    </record>
+    <record id="action_view_price_notice_mailings" model="ir.actions.act_window">
+        <field name="name">Price Notice Mailings</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">price.notice.mailing</field>
+        <field name="view_mode">tree,form</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No mailings yet. Create one!
+            </p>
+        </field>
+    </record>
+
+    <record id="action_send_price_update_notice_wizard" model="ir.actions.act_window">
+        <field name="name">Send Price Update Notice</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">wizard.price.update.notice</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+
+    <record id="partner_action_send_price_update_notice" model="ir.actions.server">
+        <field name="name">Send Price Update Notice(s)</field>
+        <field name="model_id" ref="base.model_res_partner"/>
+        <field name="binding_model_id" ref="base.model_res_partner"/>
+        <field name="binding_type">action</field>
+        <field name="state">code</field>
+        <field name="code">
+            action = {
+                'type': 'ir.actions.act_window',
+                'name': 'Send Price Update Notice',
+                'res_model': 'wizard.price.update.notice',
+                'view_mode': 'form',
+                'target': 'new',
+            }
+        </field>
+    </record>
+
+    <menuitem id="sale_menu_price_notice_mailing"
+              parent="sale.sale_menu_root"
+              action="action_view_price_notice_mailings"
+              sequence="20"
+              name="Price Update Notices"/>
+</odoo>

price_update_notifications/wizard/__init__.py

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+from . import send_price_update_notice

price_update_notifications/wizard/send_price_update_notice.py

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+""" Send a price update notice to selected partners """
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from datetime import timedelta
+
+
+class SendPriceUpdateNotice(models.TransientModel):
+    _name = "wizard.price.update.notice"
+    _description = "Price Update Notice Wizard"
+
+    partner_ids = fields.Many2many(comodel_name="res.partner")
+    product_template_ids = fields.Many2many(
+        string="Applicable Products",
+        comodel_name="product.template",
+    )
+    pricing_date = fields.Date(
+        string="Effective Pricing Date",
+        help="The date at which the prices are valid.",
+    )
+    send_date = fields.Date(
+        default=fields.Date.today() + timedelta(days=1),
+    )
+    warning_msg = fields.Html()
+
+    @api.depends_context("active_ids")
+    def default_get(self, fields):
+        vals = {}
+        if "partner_ids" in fields:
+            partners = self.env["res.partner"].search(
+                [("id", "in", self.env.context.get("active_ids"))]
+            )
+            if no_email_partners := partners.filtered(lambda p: not p.email):
+                warning_msg = self._get_warning_message(no_email_partners)
+            else:
+                warning_msg = None
+            valid_partners = partners.filtered("email")
+            if not valid_partners:
+                raise UserError(_("No valid partners were selected."))
+            vals.update(
+                partner_ids=partners.filtered("email").ids,
+                warning_msg=warning_msg,
+            )
+        if "product_template_ids" in fields:
+            vals.update(product_template_ids=[])
+        return vals
+
+    def action_create(self):
+        self.ensure_one()
+        vals_list = []
+        for partner in self.partner_ids:
+            vals_list.append(
+                {
+                    "partner_id": partner.id,
+                    "product_template_ids": self.product_template_ids.ids,
+                    "effective_date": self.pricing_date,
+                    "send_date": self.send_date,
+                }
+            )
+        mailings = self.env["price.notice.mailing"].create(vals_list)
+        return {
+            "name": "Price Notice Mailings",
+            "type": "ir.actions.act_window",
+            "view_mode": "tree,form",
+            "res_model": "price.notice.mailing",
+            "res_id": False,
+            "domain": [["id", "in", mailings.ids]],
+            "target": "current",
+        }
+
+    @api.model
+    def _get_warning_message(self, partner_ids):
+        msg = _("<p>The following partners do not have emails configured:</p>")
+        msg += "<ul>"
+        for partner in partner_ids:
+            msg += f"<li>{partner.display_name}</li>"
+        msg += "</ul>"
+        return msg

price_update_notifications/wizard/send_price_update_notice_views.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="send_price_update_notice_view_form" model="ir.ui.view">
+        <field name="name">send.price.update.notice.view.form</field>
+        <field name="model">wizard.price.update.notice</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <div invisible="not warning_msg" class="alert alert-warning"
+                         role="alert">
+                        <field name="warning_msg" readonly="True"/>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="partner_ids" invisible="True"/>
+                            <field name="pricing_date"/>
+                            <field name="send_date"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Applicable Products">
+                            <field name="product_template_ids"/>
+                        </page>
+                    </notebook>
+                    <footer>
+                        <button special="cancel" string="Cancel"
+                                class="btn btn-secondary"/>
+                        <button type="object" name="action_create"
+                                string="Create Notifications"
+                                class="btn btn-primary"/>
+                    </footer>
+                </sheet>
+            </form>
+        </field>
+    </record>
+</odoo>