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================================== | ||
Credit Control for the Netherlands | ||
================================== | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fl10n--netherlands-lightgray.png?logo=github | ||
:target: https://github.com/OCA/l10n-netherlands/tree/11.0/l10n_nl_account_credit_control | ||
:alt: OCA/l10n-netherlands | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/l10n-netherlands-11-0/l10n-netherlands-11-0-l10n_nl_account_credit_control | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png | ||
:target: https://runbot.odoo-community.org/runbot/176/11.0 | ||
:alt: Try me on Runbot | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module calculates the dunning fee based on the method defined by the WIK: | ||
<https://www.rijksoverheid.nl/onderwerpen/hulp-bij-schulden/vraag-en-antwoord/hoogte-incassokosten>. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To change the dunning fee amount and percentages: | ||
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#. Go to 'Invoicing > Configuration > Credit Control > Credit Control Policies'; | ||
#. select a policy; | ||
#. select the tab 'Fees'. | ||
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To print the dunning fees on the e-mail or PDF: | ||
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#. Go to the credit control policy form; | ||
#. select a level in the 'Policy levels' tab; | ||
#. select the tab 'Mail and reporting' on the policy level form; | ||
#. put #FEE#, #FEENOTAX# or #FEETAX# in the preferred custom text fields. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-netherlands/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 <https://github.com/OCA/l10n-netherlands/issues/new?body=module:%20l10n_nl_account_credit_control%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Onestein | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Dennis Sluijk <d.sluijk@onestein.nl> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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This module is part of the `OCA/l10n-netherlands <https://github.com/OCA/l10n-netherlands/tree/11.0/l10n_nl_account_credit_control>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models | ||
from . import wizards |
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{ | ||
'name': 'Credit Control for the Netherlands', | ||
'summary': 'Dutch localization for credit control', | ||
'license': 'AGPL-3', | ||
'author': 'Onestein,Odoo Community Association (OCA)', | ||
'website': 'https://github.com/OCA/l10n-netherlands', | ||
'category': 'Localization', | ||
'version': '11.0.1.0.0', | ||
'development_status': 'Beta', | ||
'depends': [ | ||
'account_credit_control', | ||
], | ||
'data': [ | ||
'security/ir.model.access.csv', | ||
'data/credit_control_policy_fee_data.xml', | ||
'views/credit_control_policy_view.xml', | ||
'reports/report_credit_control_summary.xml' | ||
] | ||
} |
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l10n_nl_account_credit_control/data/credit_control_policy_fee_data.xml
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<?xml version="1.0" encoding="utf-8"?> | ||
<!-- Copyright 2018 Onestein | ||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). --> | ||
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<odoo noupdate="1"> | ||
<record id="fee_1" model="credit.control.policy.fee"> | ||
<field name="credit_control_policy_id" | ||
ref="account_credit_control.credit_control_3_time" /> | ||
<field name="sequence">0</field> | ||
<field name="amount">2500</field> | ||
<field name="fee">15</field> | ||
</record> | ||
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<record id="fee_2" model="credit.control.policy.fee"> | ||
<field name="credit_control_policy_id" | ||
ref="account_credit_control.credit_control_3_time" /> | ||
<field name="sequence">1</field> | ||
<field name="amount">2500</field> | ||
<field name="fee">10</field> | ||
</record> | ||
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<record id="fee_3" model="credit.control.policy.fee"> | ||
<field name="credit_control_policy_id" | ||
ref="account_credit_control.credit_control_3_time" /> | ||
<field name="sequence">2</field> | ||
<field name="amount">5000</field> | ||
<field name="fee">5</field> | ||
</record> | ||
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<record id="fee_4" model="credit.control.policy.fee"> | ||
<field name="credit_control_policy_id" | ||
ref="account_credit_control.credit_control_3_time" /> | ||
<field name="sequence">3</field> | ||
<field name="amount">190000</field> | ||
<field name="fee">1</field> | ||
</record> | ||
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<record id="fee_5" model="credit.control.policy.fee"> | ||
<field name="credit_control_policy_id" | ||
ref="account_credit_control.credit_control_3_time" /> | ||
<field name="sequence">4</field> | ||
<field name="amount">800000</field> | ||
<field name="fee">0.5</field> | ||
</record> | ||
</odoo> |
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from . import credit_control_policy_fee | ||
from . import credit_control_policy |
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l10n_nl_account_credit_control/models/credit_control_policy.py
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# Copyright 2018 Onestein | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from odoo import api, fields, models | ||
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class CreditControlPolicy(models.Model): | ||
_inherit = 'credit.control.policy' | ||
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fee_tax_ids = fields.Many2many( | ||
comodel_name='account.tax', | ||
string='Fee Taxes' | ||
) | ||
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min_fee = fields.Monetary( | ||
string='Minimum Fee', | ||
default=40 | ||
) | ||
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max_fee = fields.Monetary( | ||
string='Maximum Fee', | ||
default=6775 | ||
) | ||
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fee_ids = fields.One2many( | ||
string='Fees', | ||
comodel_name='credit.control.policy.fee', | ||
inverse_name='credit_control_policy_id' | ||
) | ||
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currency_id = fields.Many2one( | ||
'res.currency', | ||
required=True, | ||
default=lambda self: self.env.user.company_id.currency_id | ||
) | ||
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@api.multi | ||
def calculate_fee(self, amount): | ||
fee = 0 | ||
for fee_record in self.fee_ids: | ||
tmp_amount = amount - fee_record.amount | ||
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if tmp_amount < 0: | ||
fee += amount * fee_record.fee_percentage | ||
break | ||
else: | ||
fee += fee_record.amount * fee_record.fee_percentage | ||
amount -= fee_record.amount | ||
if fee > self.max_fee: | ||
fee = self.max_fee | ||
elif fee < self.min_fee: | ||
fee = self.min_fee | ||
return fee |
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l10n_nl_account_credit_control/models/credit_control_policy_fee.py
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# Copyright 2018 Onestein | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from odoo import api, fields, models | ||
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class CreditControlPolicyFee(models.Model): | ||
_name = 'credit.control.policy.fee' | ||
_order = 'sequence' | ||
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credit_control_policy_id = fields.Many2one( | ||
comodel_name='credit.control.policy', | ||
required=True | ||
) | ||
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currency_id = fields.Many2one( | ||
'res.currency', | ||
required=True, | ||
related='credit_control_policy_id.currency_id' | ||
) | ||
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sequence = fields.Integer() | ||
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amount = fields.Monetary( | ||
string='Amount of the unpaid bill', | ||
currency_field='currency_id' | ||
) | ||
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fee = fields.Float( | ||
string='Fee (%)' | ||
) | ||
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fee_percentage = fields.Float( | ||
compute='_compute_fee_percentage' | ||
) | ||
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@api.multi | ||
def _compute_fee_percentage(self): | ||
for fee in self: | ||
fee.fee_percentage = fee.fee / 100 |
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To change the dunning fee amount and percentages: | ||
|
||
#. Go to 'Invoicing > Configuration > Credit Control > Credit Control Policies'; | ||
#. select a policy; | ||
#. select the tab 'Fees'. | ||
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||
To print the dunning fees on the e-mail or PDF: | ||
|
||
#. Go to the credit control policy form; | ||
#. select a level in the 'Policy levels' tab; | ||
#. select the tab 'Mail and reporting' on the policy level form; | ||
#. put #FEE#, #FEENOTAX# or #FEETAX# in the preferred custom text fields. |
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* Dennis Sluijk <d.sluijk@onestein.nl> |
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This module calculates the dunning fee based on the method defined by the WIK: | ||
<https://www.rijksoverheid.nl/onderwerpen/hulp-bij-schulden/vraag-en-antwoord/hoogte-incassokosten>. |
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l10n_nl_account_credit_control/reports/report_credit_control_summary.xml
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<?xml version="1.0" encoding="utf-8"?> | ||
<!-- Copyright 2018 Onestein | ||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). --> | ||
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<odoo> | ||
<template id="report_credit_control_summary_document" | ||
inherit_id="account_credit_control.report_credit_control_summary_document"> | ||
<!-- Replace custom_text --> | ||
<xpath expr="//span[@t-field='doc.current_policy_level.custom_text']" position="attributes"> | ||
<attribute name="class">hidden</attribute> | ||
</xpath> | ||
<xpath expr="//span[@t-field='doc.current_policy_level.custom_text']" position="after"> | ||
<span t-field="doc.custom_text" /> | ||
</xpath> | ||
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<!-- Replace custom_text_after_details --> | ||
<xpath expr="//p[@t-field='doc.current_policy_level.custom_text_after_details']" position="attributes"> | ||
<attribute name="class">hidden</attribute> | ||
</xpath> | ||
<xpath expr="//p[@t-field='doc.current_policy_level.custom_text_after_details']" position="after"> | ||
<span t-field="doc.custom_text_after_details" /> | ||
</xpath> | ||
</template> | ||
</odoo> |
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink | ||
access_credit_control_policy_fee_manager,access_credit_control_policy_fee_manager,model_credit_control_policy_fee,account_credit_control.group_account_credit_control_manager,1,1,1,1 | ||
access_credit_control_policy_fee_user,access_credit_control_policy_fee_user,model_credit_control_policy_fee,account_credit_control.group_account_credit_control_user,1,0,0,0 | ||
access_credit_control_policy_fee_info,access_credit_control_policy_fee_info,model_credit_control_policy_fee,account_credit_control.group_account_credit_control_info,1,0,0,0 |
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from . import test_credit_control |
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l10n_nl_account_credit_control/tests/test_credit_control.py
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# Copyright 2018 Onestein | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from odoo.tests.common import TransactionCase | ||
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class TestCreditControl(TransactionCase): | ||
def test_fee_calculation(self): | ||
policy = self.env.ref('account_credit_control.credit_control_3_time') | ||
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# Test minimal amount | ||
self.assertEqual(policy.calculate_fee(5), policy.min_fee) | ||
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# Test 1 tier fee | ||
self.assertEqual(policy.calculate_fee(1500), 225) | ||
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# Test 2 tier fee | ||
self.assertEqual(policy.calculate_fee(3000), 425) | ||
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# Test 3 tier fee | ||
self.assertEqual(policy.calculate_fee(800000), 5775) | ||
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# Test maximum amount | ||
self.assertEqual(policy.calculate_fee(1200000), policy.max_fee) | ||
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def test_communication(self): | ||
partner = self.env.ref('base.main_partner') | ||
level = self.env.ref('account_credit_control.3_time_1') | ||
currency = self.env.ref('base.USD') | ||
level.custom_text = '#FEE#' | ||
level.custom_text_after_details = '#FEENOTAX#' | ||
level.custom_mail_text = '#FEETAX#' | ||
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comm = self.env['credit.control.communication'].create({ | ||
'currency_id': currency.id, | ||
'partner_id': partner.id, | ||
'current_policy_level': level.id | ||
}) | ||
self.assertTrue('#FEE#' not in comm.custom_text) | ||
self.assertTrue('#FEENOTAX#' not in comm.custom_text_after_details) | ||
self.assertTrue('#FEETAX#' not in comm.custom_mail_text) |
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