[19.0][MIG] account_credit_control

account_credit_control/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+======================
+Account Credit Control
+======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:297f0af9d06a9cd18365b2648f65cfa06ecdd30d498d1d75b4012e93402031f6
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/license-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%2Fcredit--control-lightgray.png?logo=github
+    :target: https://github.com/OCA/credit-control/tree/19.0/account_credit_control
+    :alt: OCA/credit-control
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/credit-control-19-0/credit-control-19-0-account_credit_control
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/credit-control&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+Account Credit Control module is a part of Financial Tools used in
+business to ensure that once sales are made they are realised as cash.
+This module helps to identify outstanding debt beyond tolerance level
+and setup followup method.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+Configure the policies and policy levels in
+``Invoicing  > Configuration > Credit Control > Credit Control Policies``.
+You can define as many policy levels as you need. You must set on which
+accounts are applied every Credit Control Policy under Accounts tab.
+
+Configure a tolerance for the Credit control and a default policy
+applied on all partners in each company, under the General Information
+tab in your company form.
+
+You are able to specify a particular policy for one partner or one
+invoice.
+
+Usage
+=====
+
+Menu entries are located in *Invoicing > Credit Control*.
+
+Create a new "run" in the *Credit Control Run* menu with the controlling
+date. Then, use the *Compute Credit Lines* button. All the credit
+control lines will be generated. You can find them in the *Credit
+Control Lines* menu.
+
+On each generated line, you have many choices:
+
+-  Send a email
+-  Print a letter
+-  Change the state (so you can ignore or reopen lines)
+-  Mark a line as Manually Overridden. The line will get the ignored
+   state when a second credit control run is done.
+-  Mark one line as Manual followup will also mark all the lines of the
+   partner. The partner will be visible in "Do Manual Follow-ups".
+
+Once your lines are properly set up, go back to the "run" and click on
+*Run channel action* to massively generate and queue communication
+emails or letters for all linked lines.
+
+Then, use the *Communications* smart button to see all email
+communication processes that have been created and follow them.
+
+The 'Credit Control' followers of the linked partner will be
+automatically added as followers to the credit control lines.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_credit_control%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Camptocamp
+* Okia
+* Access Bookings
+* Tecnativa
+* ACSONE SA/NV
+
+Contributors
+------------
+
+-  Nicolas Bessi (Camptocamp)
+-  Guewen Baconnier (Camptocamp)
+-  Sylvain Van Hoof (Okia SPRL) <[email protected]>
+-  Akim Juillerat (Camptocamp) <[email protected]>
+-  Kinner Vachhani (Access Bookings Ltd) <[email protected]>
+-  Raf Ven <[email protected]>
+-  Quentin Groulard (ACSONE) <[email protected]>
+-  `Tecnativa <https://www.tecnativa.com>`__:
+
+   -  Vicent Cubells
+   -  Manuel Calero
+   -  Ernesto Tejeda
+   -  Pedro M. Baeza
+   -  Jairo Llopis
+   -  João Marques
+   -  César A. Sánchez
+   -  Víctor Martínez
+   -  Carlos Lopez
+
+-  Enric Tobella <[email protected]>
+-  Naglis Jonaitis (Versada UAB) <[email protected]>
+-  `360ERP <https://www.360erp.com>`__:
+
+   -  Andrea Stirpe
+   -  Kevin Khao
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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.
+
+This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/19.0/account_credit_control>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_credit_control/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from . import models
+from . import wizard
+from . import report

account_credit_control/__manifest__.py

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+# Copyright 2012-2017 Camptocamp SA
+# Copyright 2017 Okia SPRL (https://okia.be)
+# Copyright 2018 Access Bookings Ltd (https://accessbookings.com)
+# Copyright 2019-2020 Tecnativa
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    "name": "Account Credit Control",
+    "version": "19.0.1.0.0",
+    "author": "Camptocamp,"
+    "Odoo Community Association (OCA),"
+    "Okia,"
+    "Access Bookings,"
+    "Tecnativa,"
+    "ACSONE SA/NV",
+    "maintainer": "Camptocamp",
+    "category": "Finance",
+    "depends": ["base", "account", "mail"],
+    "website": "https://github.com/OCA/credit-control",
+    "data": [
+        # Security
+        "security/account_security.xml",
+        "security/ir.model.access.csv",
+        # Views
+        "views/account_move.xml",
+        "views/credit_control_line.xml",
+        "views/credit_control_communication.xml",
+        "views/credit_control_policy.xml",
+        "views/credit_control_run.xml",
+        "views/res_company.xml",
+        "views/res_partner.xml",
+        "views/res_config_settings_view.xml",
+        # Reports
+        "report/report.xml",
+        "report/report_credit_control_summary.xml",
+        "report/account_credit_control_analysis.xml",
+        # Data
+        "data/data.xml",
+        # Wizards
+        "wizard/credit_control_emailer_view.xml",
+        "wizard/credit_control_marker_view.xml",
+        "wizard/credit_control_printer_view.xml",
+        "wizard/credit_control_policy_changer_view.xml",
+    ],
+    "demo": ["demo/res_users.xml"],
+    "installable": True,
+    "license": "AGPL-3",
+    "application": True,
+}