• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='account_id' readonly=True string='Credit Lines'

No public methods.

• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' copy=False inverse_name='invoice_id' readonly=True string='Credit Lines'
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' copy=False groups='account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_user,account_credit_control.group_account_credit_control_info' help='The Credit Control Policy used for this invoice. If nothing is defined, it will use the account setting or the partner setting.' readonly=True string='Credit Control Policy'

• button_cancel(self)
  Prevent to cancel invoice related to credit line

• company_id Many2one → res.company
  comodel_name='res.company' readonly=True
• currency_id Many2one → res.currency
  comodel_name='res.currency' readonly=True
• level Integer
  readonly=True string='Max Level'
• open_balance Float
  help='Open balance on credit control linesof same partner, policy and currency' readonly=True string='Overdue Balance'
• partner_id Many2one → res.partner
  comodel_name='res.partner' readonly=True
• partner_ref Char
  readonly=True
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' readonly=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' readonly=True string='Overdue Level'

• init(self)

• company_id Many2one → res.company
  comodel_name='res.company' default=<expr> index=True required=True
• contact_address_id Many2one → res.partner
  comodel_name='res.partner' index=True readonly=True
• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='communication_id' string='Credit Lines'
• currency_id Many2one → res.currency
  comodel_name='res.currency' index=True required=True
• partner_id Many2one → res.partner
  comodel_name='res.partner' index=True required=True
• policy_id Many2one
  index=True related='policy_level_id.policy_id' store=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' index=True required=True string='Level'
• report_date Date
  default=<expr>
• total_due Float
  compute='_compute_total'
• total_invoiced Float
  compute='_compute_total'
• user_id Many2one → res.users
  comodel_name='res.users' default=<expr> index=True

• get_email(self)
  Kept for backwards compatibility. To be removed in v13/v14
• get_emailing_contact(self)
  Return a valid customer for the emailing. If the contact address doesn't have a valid email we fallback to the commercial partner

• line_ids Many2many → credit.control.line
  comodel_name='credit.control.line' default=<expr> domain=[('state', '=', 'to_be_sent'), ('channel', '=', 'email')] string='Credit Control Lines'

• email_lines(self)

• account_id Many2one → account.account
  comodel_name='account.account' related='move_line_id.account_id' store=True
• amount_due Float
  readonly=True required=True string='Due Amount Tax incl.'
• balance_due Float
  readonly=True required=True string='Due balance'
• channel Selection
  readonly=False required=True selection=CHANNEL_LIST
• commercial_partner_id Many2one → res.partner
  comodel_name='res.partner' compute_sudo=True index=True related='partner_id.commercial_partner_id' store=True string='Commercial Entity'
• communication_id Many2one → credit.control.communication
  comodel_name='credit.control.communication' help='Credit control communication process where this line belongs' string='Communication process'
• company_id Many2one → res.company
  comodel_name='res.company' related='move_line_id.company_id' store=True
• currency_id Many2one → res.currency
  comodel_name='res.currency' related='move_line_id.currency_id' store=True
• date Date
  index=True readonly=False required=True string='Controlling date'
• date_due Date
  readonly=False required=True string='Due date'
• date_entry Date
  related='move_line_id.date' store=True string='Entry date'
• date_sent Date
  readonly=False string='Reminded date'
• invoice_id Many2one → account.move
  comodel_name='account.move' readonly=True
• level Integer
  aggregator='max' related='policy_level_id.level' store=True
• manual_followup Boolean
• manually_overridden Boolean
• move_line_id Many2one → account.move.line
  comodel_name='account.move.line' index=True readonly=True required=True string='Move line'
• partner_id Many2one → res.partner
  comodel_name='res.partner' readonly=False required=True
• partner_user_id Many2one → res.users
  comodel_name='res.users' compute='_compute_partner_user_id' store=True string='Salesperson'
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' related='policy_level_id.policy_id' store=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' readonly=False required=True string='Overdue Level'
• run_id Many2one → credit.control.run
  comodel_name='credit.control.run' string='Source'
• state Selection
  default='draft' help='Draft lines need to be triaged.\nIgnored lines are lines for which we do not want to send something.\nDraft and ignored lines will be generated again on the next run.' readonly=True required=True selection=[('draft', 'Draft'), ('ignored', 'Ignored'), ('queued', 'Queued'), ('to_be_sent', 'To Do'), ('sent', 'Done'), ('error', 'Error'), ('email_error', 'Emailing Error')] tracking=True

• create_or_update_from_mv_lines(self, lines, level, controlling_date, company, check_tolerance=True, default_lines_vals=None)
  @api.model
  Create or update line based on levels if check_tolerance is true credit line will not be created if open amount is too small. eg. we do not want to send a letter for 10 cents of open amount. :param lines: move.line id recordset :param level: credit.control.policy.level record :param controlling_date: date string of the credit controlling date. Generally it should be the same as create date :param company: res.company :param default_lines_vals: default values to create new credit control lines with :param check_tolerance: boolean if True credit line will not be generated if open amount is smaller than company defined tolerance :returns: recordset of created credit lines
• unlink(self)
• write(self, values)

• line_ids Many2many → credit.control.line
  comodel_name='credit.control.line' default=<expr> domain="[('state', '!=', 'sent')]" string='Credit Control Lines'
• name Selection
  default='to_be_sent' required=True selection=[('draft', 'Draft'), ('ignored', 'Ignored'), ('to_be_sent', 'To Do'), ('sent', 'Done')] string='Mark as'

• mark_lines(self)
  Write state of selected credit lines to the one in entry done credit line will be ignored

• account_ids Many2many → account.account
  comodel_name='account.account' domain="[('account_type', '=', 'asset_receivable')]" help='This policy will be active only for the selected accounts' required=True string='Accounts'
• active Boolean
  default=True
• apply_max_policy_level Boolean
  help='Apply max policy lavel for one partner in a credit control run execution to have all credit control lines on same communication level' string='Apply max policy level'
• company_id Many2one → res.company
  comodel_name='res.company'
• do_nothing Boolean
  help='For policies which should not generate lines or are obsolete'
• level_ids One2many → credit.control.policy.level
  comodel_name='credit.control.policy.level' copy=True inverse_name='policy_id' string='Policy Levels'
• name Char
  required=True

• check_policy_against_account(self, account)
  Ensure that the policy corresponds to account relation

• do_nothing Boolean
  string='No follow policy'
• move_line_ids Many2many → account.move.line
  comodel_name='account.move.line' default=<expr> relation='credit_changer_ml_rel' string='Move line to change'
• new_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' required=True string='New Policy to Apply'
• new_policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' required=True string='New level to apply'

• onchange_policy_id(self)
  @api.onchange('new_policy_level_id')
• set_new_policy(self)
  Set new policy on an invoice. This is done by creating a new credit control line related to the move line and the policy settled in the wizard form :return: ir.actions.act_windows dict

• channel Selection
  required=True selection=CHANNEL_LIST
• computation_mode Selection
  required=True selection=[('net_days', 'Due Date'), ('end_of_month', 'Due Date, End Of Month'), ('previous_date', 'Previous Reminder')] string='Compute Mode'
• custom_mail_text Html
  required=True string='Custom Mail Message' translate=True
• custom_text Text
  required=True string='Custom Message' translate=True
• custom_text_after_details Text
  string='Custom Message after details' translate=True
• delay_days Integer
  required=True string='Delay (in days)'
• email_template_id Many2one → mail.template
  comodel_name='mail.template' domain=[('model', '=', 'credit.control.communication')] required=True
• level Integer
  required=True
• mail_show_invoice_detail Boolean
  string='Show Invoice Details in mail'
• name Char
  required=True translate=True
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' ondelete='cascade' required=True string='Related Policy'

• get_level_lines(self, controlling_date, lines)
  get all move lines in entry lines that match the current level

• line_ids Many2many → credit.control.line
  comodel_name='credit.control.line' default=<expr> string='Credit Control Lines'
• mark_as_sent Boolean
  default=True help='Only letter lines will be marked.' string='Mark letter lines as done'

• print_lines(self)

• company_id Many2one → res.company
  comodel_name='res.company' default=<expr> index=True readonly=False
• credit_control_communication_count Integer
  compute='_compute_credit_control_count' string='# of Credit Control Communications'
• credit_control_count Integer
  compute='_compute_credit_control_count' string='# of Credit Control Lines'
• date Date
  readonly=False required=True string='Controlling Date'
• hide_change_state_button Boolean
• line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='run_id' string='Generated lines'
• manual_ids Many2many → account.move.line
  comodel_name='account.move.line' copy=False help='If a credit control line has been generatedon a policy and the policy has been changed in the meantime, it has to be handled manually' readonly=True relation='credit_runreject_rel' string='Lines to handle manually'
• policy_ids Many2many → credit.control.policy
  column1='run_id' column2='policy_id' comodel_name='credit.control.policy' default=<expr> readonly=False relation='credit_run_policy_rel' string='Policies'
• report Html
  copy=False readonly=True
• state Selection
  default='draft' readonly=True required=True selection=[('draft', 'Draft'), ('done', 'Done')]

• generate_credit_lines(self)
  Generate credit control lines Lock the ``credit_control_run`` Postgres table to avoid concurrent calls of this method.
• open_credit_communications(self)
  Open the generated communications.
• open_credit_lines(self)
  Open the generated lines
• run_channel_action(self)
• set_to_ready_lines(self)
• unlink(self)

No new fields.

No public methods.

No new fields.

No public methods.

• credit_control_tolerance Float
  default=0.1 readonly=False
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' help='The Credit Control Policy used on partners by default. This setting can be overridden on partners or invoices.' readonly=False string='Credit Control Policy'

No public methods.

• credit_control_tolerance Float
  readonly=False related='company_id.credit_control_tolerance'
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' help='The Credit Control Policy used on partners by default. This setting can be overridden on partners or invoices.' readonly=False related='company_id.credit_policy_id' string='Credit Control Policy'
• default_apply_max_policy_level Boolean
  default_model='credit.control.policy' help='Apply max policy lavel for one partner in a credit control run execution to have all credit control lines on same communication level' string='Apply max policy level'

No public methods.

• credit_control_analysis_ids One2many → credit.control.analysis
  groups='account_credit_control.group_account_credit_control_info' string='Credit Control Levels' args: 'credit.control.analysis', 'partner_id'
• credit_control_count Integer
  compute='_compute_credit_control_count' string='# of Credit Control Lines'
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' help='The Credit Control Policy used for this partner. This setting can be forced on the invoice. If nothing is defined, it will use the company setting.' string='Credit Control Policy'
• manual_followup Boolean
• payment_next_action Text
  help='This is the next action to be taken.' string='Next Action' tracking=True
• payment_next_action_date Date
  help='This is when the manual follow-up is needed.' string='Next Action Date' tracking=True
• payment_next_action_type Many2one → res.partner.payment.action.type
  comodel_name='res.partner.payment.action.type' string='Next Action Type' tracking=True
• payment_note Text
  help='Payment Note' string='Customer Payment Promise' tracking=True
• payment_responsible_id Many2one → res.users
  comodel_name='res.users' help='Optionally you can assign a user to this field, which will make him responsible for the action.' ondelete='set null' string='Follow-up Responsible' tracking=True

No public methods.

• active Boolean
  default=True
• company_id Many2one → res.company
  default=<expr> args: 'res.company'
• name Char
• partner_ids One2many → res.partner
  comodel_name='res.partner' inverse_name='payment_next_action_type' string='Partners'
• sequence Integer
  default=10

No public methods.

• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='account_id' readonly=True string='Credit Lines'

No public methods.

• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' copy=False inverse_name='invoice_id' readonly=True string='Credit Lines'
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' copy=False groups='account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_user,account_credit_control.group_account_credit_control_info' help='The Credit Control Policy used for this invoice. If nothing is defined, it will use the account setting or the partner setting.' readonly=True string='Credit Control Policy'

• button_cancel(self)
  Prevent to cancel invoice related to credit line

• company_id Many2one → res.company
  comodel_name='res.company' readonly=True
• currency_id Many2one → res.currency
  comodel_name='res.currency' readonly=True
• level Integer
  readonly=True string='Max Level'
• open_balance Float
  help='Open balance on credit control linesof same partner, policy and currency' readonly=True string='Overdue Balance'
• partner_id Many2one → res.partner
  comodel_name='res.partner' readonly=True
• partner_ref Char
  readonly=True
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' readonly=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' readonly=True string='Overdue Level'

• init(self)

• company_id Many2one → res.company
  comodel_name='res.company' default=<expr> index=True required=True
• contact_address_id Many2one → res.partner
  comodel_name='res.partner' index=True readonly=True
• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='communication_id' string='Credit Lines'
• currency_id Many2one → res.currency
  comodel_name='res.currency' index=True required=True
• partner_id Many2one → res.partner
  comodel_name='res.partner' index=True required=True
• policy_id Many2one
  index=True related='policy_level_id.policy_id' store=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' index=True required=True string='Level'
• report_date Date
  default=<expr>
• total_due Float
  compute='_compute_total'
• total_invoiced Float
  compute='_compute_total'
• user_id Many2one → res.users
  comodel_name='res.users' default=<expr> index=True

• get_email(self)
  Kept for backwards compatibility. To be removed in v13/v14
• get_emailing_contact(self)
  Return a valid customer for the emailing. If the contact address doesn't have a valid email we fallback to the commercial partner
• send_mails_threaded(self, record_ids)

• line_ids Many2many → credit.control.line
  comodel_name='credit.control.line' default=<expr> domain=[('state', '=', 'to_be_sent'), ('channel', '=', 'email')] string='Credit Control Lines'

• email_lines(self)

• account_id Many2one → account.account
  comodel_name='account.account' related='move_line_id.account_id' store=True
• amount_due Float
  readonly=True required=True string='Due Amount Tax incl.'
• balance_due Float
  readonly=True required=True string='Due balance'
• channel Selection
  readonly=False required=True selection=CHANNEL_LIST
• commercial_partner_id Many2one → res.partner
  comodel_name='res.partner' compute_sudo=True index=True related='partner_id.commercial_partner_id' store=True string='Commercial Entity'
• communication_id Many2one → credit.control.communication
  comodel_name='credit.control.communication' help='Credit control communication process where this line belongs' string='Communication process'
• company_id Many2one → res.company
  comodel_name='res.company' related='move_line_id.company_id' store=True
• currency_id Many2one → res.currency
  comodel_name='res.currency' related='move_line_id.currency_id' store=True
• date Date
  index=True readonly=False required=True string='Controlling date'
• date_due Date
  readonly=False required=True string='Due date'
• date_entry Date
  related='move_line_id.date' store=True string='Entry date'
• date_sent Date
  readonly=False string='Reminded date'
• invoice_id Many2one → account.move
  comodel_name='account.move' readonly=True
• level Integer
  group_operator='max' related='policy_level_id.level' store=True
• manual_followup Boolean
• manually_overridden Boolean
• move_line_id Many2one → account.move.line
  comodel_name='account.move.line' index=True readonly=True required=True string='Move line'
• partner_id Many2one → res.partner
  comodel_name='res.partner' readonly=False required=True
• partner_user_id Many2one → res.users
  comodel_name='res.users' compute='_compute_partner_user_id' store=True string='Salesperson'
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' related='policy_level_id.policy_id' store=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' readonly=False required=True string='Overdue Level'
• run_id Many2one → credit.control.run
  comodel_name='credit.control.run' string='Source'
• state Selection
  default='draft' help='Draft lines need to be triaged.\nIgnored lines are lines for which we do not want to send something.\nDraft and ignored lines will be generated again on the next run.' readonly=True required=True selection=[('draft', 'Draft'), ('ignored', 'Ignored'), ('queued', 'Queued'), ('to_be_sent', 'To Do'), ('sent', 'Done'), ('error', 'Error'), ('email_error', 'Emailing Error')] tracking=True

• create_or_update_from_mv_lines(self, lines, level, controlling_date, company, check_tolerance=True, default_lines_vals=None)
  @api.model
  Create or update line based on levels if check_tolerance is true credit line will not be created if open amount is too small. eg. we do not want to send a letter for 10 cents of open amount. :param lines: move.line id recordset :param level: credit.control.policy.level record :param controlling_date: date string of the credit controlling date. Generally it should be the same as create date :param company: res.company :param default_lines_vals: default values to create new credit control lines with :param check_tolerance: boolean if True credit line will not be generated if open amount is smaller than company defined tolerance :returns: recordset of created credit lines
• unlink(self)
• write(self, values)

• line_ids Many2many → credit.control.line
  comodel_name='credit.control.line' default=<expr> domain="[('state', '!=', 'sent')]" string='Credit Control Lines'
• name Selection
  default='to_be_sent' required=True selection=[('draft', 'Draft'), ('ignored', 'Ignored'), ('to_be_sent', 'To Do'), ('sent', 'Done')] string='Mark as'

• mark_lines(self)
  Write state of selected credit lines to the one in entry done credit line will be ignored

• account_ids Many2many → account.account
  comodel_name='account.account' domain="[('account_type', '=', 'asset_receivable')]" help='This policy will be active only for the selected accounts' required=True string='Accounts'
• active Boolean
  default=True
• apply_max_policy_level Boolean
  help='Apply max policy lavel for one partner in a credit control run execution to have all credit control lines on same communication level' string='Apply max policy level'
• company_id Many2one → res.company
  comodel_name='res.company'
• do_nothing Boolean
  help='For policies which should not generate lines or are obsolete'
• level_ids One2many → credit.control.policy.level
  comodel_name='credit.control.policy.level' copy=True inverse_name='policy_id' string='Policy Levels'
• name Char
  required=True

• check_policy_against_account(self, account)
  Ensure that the policy corresponds to account relation

• do_nothing Boolean
  string='No follow policy'
• move_line_ids Many2many → account.move.line
  comodel_name='account.move.line' default=<expr> relation='credit_changer_ml_rel' string='Move line to change'
• new_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' required=True string='New Policy to Apply'
• new_policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' required=True string='New level to apply'

• onchange_policy_id(self)
  @api.onchange('new_policy_level_id')
• set_new_policy(self)
  Set new policy on an invoice. This is done by creating a new credit control line related to the move line and the policy settled in the wizard form :return: ir.actions.act_windows dict

• channel Selection
  required=True selection=CHANNEL_LIST
• computation_mode Selection
  required=True selection=[('net_days', 'Due Date'), ('end_of_month', 'Due Date, End Of Month'), ('previous_date', 'Previous Reminder')] string='Compute Mode'
• custom_mail_text Html
  required=True string='Custom Mail Message' translate=True
• custom_text Text
  required=True string='Custom Message' translate=True
• custom_text_after_details Text
  string='Custom Message after details' translate=True
• delay_days Integer
  required=True string='Delay (in days)'
• email_template_id Many2one → mail.template
  comodel_name='mail.template' domain=[('model', '=', 'credit.control.communication')] required=True
• level Integer
  required=True
• mail_show_invoice_detail Boolean
  string='Show Invoice Details in mail'
• name Char
  required=True translate=True
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' ondelete='cascade' required=True string='Related Policy'

• get_level_lines(self, controlling_date, lines)
  get all move lines in entry lines that match the current level

• line_ids Many2many → credit.control.line
  comodel_name='credit.control.line' default=<expr> string='Credit Control Lines'
• mark_as_sent Boolean
  default=True help='Only letter lines will be marked.' string='Mark letter lines as done'

• print_lines(self)

• company_id Many2one → res.company
  comodel_name='res.company' default=<expr> index=True readonly=False
• credit_control_communication_count Integer
  compute='_compute_credit_control_count' string='# of Credit Control Communications'
• credit_control_count Integer
  compute='_compute_credit_control_count' string='# of Credit Control Lines'
• date Date
  readonly=False required=True string='Controlling Date'
• hide_change_state_button Boolean
• line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='run_id' string='Generated lines'
• manual_ids Many2many → account.move.line
  comodel_name='account.move.line' copy=False help='If a credit control line has been generatedon a policy and the policy has been changed in the meantime, it has to be handled manually' readonly=True relation='credit_runreject_rel' string='Lines to handle manually'
• policy_ids Many2many → credit.control.policy
  column1='run_id' column2='policy_id' comodel_name='credit.control.policy' default=<expr> readonly=False relation='credit_run_policy_rel' string='Policies'
• report Html
  copy=False readonly=True
• state Selection
  default='draft' readonly=True required=True selection=[('draft', 'Draft'), ('done', 'Done')]

• generate_credit_lines(self)
  Generate credit control lines Lock the ``credit_control_run`` Postgres table to avoid concurrent calls of this method.
• open_credit_communications(self)
  Open the generated communications.
• open_credit_lines(self)
  Open the generated lines
• run_channel_action(self)
• set_to_ready_lines(self)
• unlink(self)

No new fields.

No public methods.

No new fields.

No public methods.

No new fields.

• message_format(self, format_reply=True, msg_vals=None)

• credit_control_tolerance Float
  default=0.1 readonly=False
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' help='The Credit Control Policy used on partners by default. This setting can be overridden on partners or invoices.' readonly=False string='Credit Control Policy'

No public methods.

• credit_control_tolerance Float
  readonly=False related='company_id.credit_control_tolerance'
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' help='The Credit Control Policy used on partners by default. This setting can be overridden on partners or invoices.' readonly=False related='company_id.credit_policy_id' string='Credit Control Policy'
• default_apply_max_policy_level Boolean
  default_model='credit.control.policy' help='Apply max policy lavel for one partner in a credit control run execution to have all credit control lines on same communication level' string='Apply max policy level'

No public methods.

• credit_control_analysis_ids One2many → credit.control.analysis
  groups='account_credit_control.group_account_credit_control_info' string='Credit Control Levels' args: 'credit.control.analysis', 'partner_id'
• credit_control_count Integer
  compute='_compute_credit_control_count' string='# of Credit Control Lines'
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' help='The Credit Control Policy used for this partner. This setting can be forced on the invoice. If nothing is defined, it will use the company setting.' string='Credit Control Policy'
• manual_followup Boolean
• payment_next_action Text
  help='This is the next action to be taken.' string='Next Action' tracking=True
• payment_next_action_date Date
  help='This is when the manual follow-up is needed.' string='Next Action Date' tracking=True
• payment_next_action_type Many2one → res.partner.payment.action.type
  comodel_name='res.partner.payment.action.type' string='Next Action Type' tracking=True
• payment_note Text
  help='Payment Note' string='Customer Payment Promise' tracking=True
• payment_responsible_id Many2one → res.users
  comodel_name='res.users' help='Optionally you can assign a user to this field, which will make him responsible for the action.' ondelete='set null' string='Follow-up Responsible' tracking=True

No public methods.

• active Boolean
  default=True
• company_id Many2one → res.company
  default=<expr> args: 'res.company'
• name Char
• partner_ids One2many → res.partner
  comodel_name='res.partner' inverse_name='payment_next_action_type' string='Partners'
• sequence Integer
  default=10

No public methods.

• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='account_id' readonly=True string='Credit Lines'

No public methods.

• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' copy=False inverse_name='invoice_id' readonly=True string='Credit Lines'
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' copy=False groups='account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_user,account_credit_control.group_account_credit_control_info' help='The Credit Control Policy used for this invoice. If nothing is defined, it will use the account setting or the partner setting.' readonly=True string='Credit Control Policy'

• button_cancel(self)
  Prevent to cancel invoice related to credit line

• company_id Many2one → res.company
  comodel_name='res.company' readonly=True
• currency_id Many2one → res.currency
  comodel_name='res.currency' readonly=True
• level Integer
  readonly=True string='Max Level'
• open_balance Float
  help='Open balance on credit control linesof same partner, policy and currency' readonly=True string='Overdue Balance'
• partner_id Many2one → res.partner
  comodel_name='res.partner' readonly=True
• partner_ref Char
  readonly=True
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' readonly=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' readonly=True string='Overdue Level'

• init(self)

• company_id Many2one → res.company
  comodel_name='res.company' default=<expr> index=True required=True
• contact_address_id Many2one → res.partner
  comodel_name='res.partner' index=True readonly=True
• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='communication_id' string='Credit Lines'
• currency_id Many2one → res.currency
  comodel_name='res.currency' index=True required=True
• partner_id Many2one → res.partner
  comodel_name='res.partner' index=True required=True
• policy_id Many2one
  index=True related='policy_level_id.policy_id' store=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' index=True required=True string='Level'
• report_date Date
  default=<expr>
• total_due Float
  compute='_compute_total'
• total_invoiced Float
  compute='_compute_total'
• user_id Many2one → res.users
  comodel_name='res.users' default=<expr> index=True

• get_email(self)
  Kept for backwards compatibility. To be removed in v13/v14
• get_emailing_contact(self)
  Return a valid customer for the emailing. If the contact address doesn't have a valid email we fallback to the commercial partner

• line_ids Many2many → credit.control.line
  comodel_name='credit.control.line' default=<expr> domain=[('state', '=', 'to_be_sent'), ('channel', '=', 'email')] string='Credit Control Lines'

• email_lines(self)

• account_id Many2one → account.account
  comodel_name='account.account' related='move_line_id.account_id' store=True
• amount_due Float
  readonly=True required=True string='Due Amount Tax incl.'
• balance_due Float
  readonly=True required=True string='Due balance'
• channel Selection
  readonly=True required=True selection=CHANNEL_LIST states={'draft': [('readonly', False)]}
• commercial_partner_id Many2one → res.partner
  comodel_name='res.partner' compute_sudo=True index=True related='partner_id.commercial_partner_id' store=True string='Commercial Entity'
• communication_id Many2one → credit.control.communication
  comodel_name='credit.control.communication' help='Credit control communication process where this line belongs' string='Communication process'
• company_id Many2one → res.company
  comodel_name='res.company' related='move_line_id.company_id' store=True
• currency_id Many2one → res.currency
  comodel_name='res.currency' related='move_line_id.currency_id' store=True
• date Date
  index=True readonly=True required=True states={'draft': [('readonly', False)]} string='Controlling date'
• date_due Date
  readonly=True required=True states={'draft': [('readonly', False)]} string='Due date'
• date_entry Date
  related='move_line_id.date' store=True string='Entry date'
• date_sent Date
  readonly=True states={'draft': [('readonly', False)]} string='Reminded date'
• invoice_id Many2one → account.move
  comodel_name='account.move' readonly=True
• level Integer
  group_operator='max' related='policy_level_id.level' store=True
• manual_followup Boolean
• manually_overridden Boolean
• move_line_id Many2one → account.move.line
  comodel_name='account.move.line' index=True readonly=True required=True string='Move line'
• partner_id Many2one → res.partner
  comodel_name='res.partner' readonly=True required=True states={'draft': [('readonly', False)]}
• partner_user_id Many2one → res.users
  comodel_name='res.users' compute='_compute_partner_user_id' store=True string='Salesperson'
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' related='policy_level_id.policy_id' store=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' readonly=True required=True states={'draft': [('readonly', False)]} string='Overdue Level'
• run_id Many2one → credit.control.run
  comodel_name='credit.control.run' string='Source'
• state Selection
  default='draft' help='Draft lines need to be triaged.\nIgnored lines are lines for which we do not want to send something.\nDraft and ignored lines will be generated again on the next run.' readonly=True required=True selection=[('draft', 'Draft'), ('ignored', 'Ignored'), ('queued', 'Queued'), ('to_be_sent', 'To Do'), ('sent', 'Done'), ('error', 'Error'), ('email_error', 'Emailing Error')] tracking=True

• button_credit_control_line_form(self)
• button_schedule_activity(self)
• create_or_update_from_mv_lines(self, lines, level, controlling_date, company, check_tolerance=True, default_lines_vals=None)
  @api.model
  Create or update line based on levels if check_tolerance is true credit line will not be created if open amount is too small. eg. we do not want to send a letter for 10 cents of open amount. :param lines: move.line id recordset :param level: credit.control.policy.level record :param controlling_date: date string of the credit controlling date. Generally it should be the same as create date :param company: res.company :param default_lines_vals: default values to create new credit control lines with :param check_tolerance: boolean if True credit line will not be generated if open amount is smaller than company defined tolerance :returns: recordset of created credit lines
• unlink(self)
• write(self, values)

• line_ids Many2many → credit.control.line
  comodel_name='credit.control.line' default=<expr> domain="[('state', '!=', 'sent')]" string='Credit Control Lines'
• name Selection
  default='to_be_sent' required=True selection=[('draft', 'Draft'), ('ignored', 'Ignored'), ('to_be_sent', 'To Do'), ('sent', 'Done')] string='Mark as'

• mark_lines(self)
  Write state of selected credit lines to the one in entry done credit line will be ignored

• account_ids Many2many → account.account
  comodel_name='account.account' domain="[('account_type', '=', 'asset_receivable')]" help='This policy will be active only for the selected accounts' required=True string='Accounts'
• active Boolean
  default=True
• company_id Many2one → res.company
  comodel_name='res.company'
• do_nothing Boolean
  help='For policies which should not generate lines or are obsolete'
• level_ids One2many → credit.control.policy.level
  comodel_name='credit.control.policy.level' inverse_name='policy_id' string='Policy Levels'
• name Char
  required=True

• check_policy_against_account(self, account)
  Ensure that the policy corresponds to account relation

• do_nothing Boolean
  string='No follow policy'
• move_line_ids Many2many → account.move.line
  comodel_name='account.move.line' default=<expr> relation='credit_changer_ml_rel' string='Move line to change'
• new_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' required=True string='New Policy to Apply'
• new_policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' required=True string='New level to apply'

• onchange_policy_id(self)
  @api.onchange('new_policy_level_id')
• set_new_policy(self)
  Set new policy on an invoice. This is done by creating a new credit control line related to the move line and the policy settled in the wizard form :return: ir.actions.act_windows dict

• channel Selection
  required=True selection=CHANNEL_LIST
• computation_mode Selection
  required=True selection=[('net_days', 'Due Date'), ('end_of_month', 'Due Date, End Of Month'), ('previous_date', 'Previous Reminder')] string='Compute Mode'
• custom_mail_text Html
  required=True string='Custom Mail Message' translate=True
• custom_text Text
  required=True string='Custom Message' translate=True
• custom_text_after_details Text
  string='Custom Message after details' translate=True
• delay_days Integer
  required=True string='Delay (in days)'
• email_template_id Many2one → mail.template
  comodel_name='mail.template' domain=[('model_id.model', '=', 'credit.control.communication')] required=True
• level Integer
  required=True
• mail_show_invoice_detail Boolean
  string='Show Invoice Details in mail'
• name Char
  required=True translate=True
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' ondelete='cascade' required=True string='Related Policy'

• get_level_lines(self, controlling_date, lines)
  get all move lines in entry lines that match the current level

• line_ids Many2many → credit.control.line
  comodel_name='credit.control.line' default=<expr> string='Credit Control Lines'
• mark_as_sent Boolean
  default=True help='Only letter lines will be marked.' string='Mark letter lines as done'

• print_lines(self)

• company_id Many2one → res.company
  comodel_name='res.company' default=<expr> index=True readonly=True states={'draft': [('readonly', False)]}
• credit_control_communication_count Integer
  compute='_compute_credit_control_count' string='# of Credit Control Communications'
• credit_control_count Integer
  compute='_compute_credit_control_count' string='# of Credit Control Lines'
• date Date
  readonly=True required=True states={'draft': [('readonly', False)]} string='Controlling Date'
• hide_change_state_button Boolean
• line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='run_id' string='Generated lines'
• manual_ids Many2many → account.move.line
  comodel_name='account.move.line' copy=False help='If a credit control line has been generatedon a policy and the policy has been changed in the meantime, it has to be handled manually' readonly=True relation='credit_runreject_rel' string='Lines to handle manually'
• policy_ids Many2many → credit.control.policy
  column1='run_id' column2='policy_id' comodel_name='credit.control.policy' default=<expr> readonly=True relation='credit_run_policy_rel' states={'draft': [('readonly', False)]} string='Policies'
• report Html
  copy=False readonly=True
• state Selection
  default='draft' readonly=True required=True selection=[('draft', 'Draft'), ('done', 'Done')]

• generate_credit_lines(self)
  Generate credit control lines Lock the ``credit_control_run`` Postgres table to avoid concurrent calls of this method.
• open_credit_communications(self)
  Open the generated communications.
• open_credit_lines(self)
  Open the generated lines
• run_channel_action(self)
• set_to_ready_lines(self)
• unlink(self)

No new fields.

No public methods.

No new fields.

No public methods.

No new fields.

• message_format(self, format_reply=True)

• credit_control_tolerance Float
  default=0.1 readonly=False
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' help='The Credit Control Policy used on partners by default. This setting can be overridden on partners or invoices.' readonly=False string='Credit Control Policy'

No public methods.

• credit_control_tolerance Float
  readonly=False related='company_id.credit_control_tolerance'
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' help='The Credit Control Policy used on partners by default. This setting can be overridden on partners or invoices.' readonly=False related='company_id.credit_policy_id' string='Credit Control Policy'

No public methods.

• credit_control_analysis_ids One2many → credit.control.analysis
  groups='account_credit_control.group_account_credit_control_info' string='Credit Control Levels' args: 'credit.control.analysis', 'partner_id'
• credit_control_count Integer
  compute='_compute_credit_control_count' string='# of Credit Control Lines'
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' help='The Credit Control Policy used for this partner. This setting can be forced on the invoice. If nothing is defined, it will use the company setting.' string='Credit Control Policy'
• manual_followup Boolean
• payment_next_action Text
  help='This is the next action to be taken.' string='Next Action' tracking=True
• payment_next_action_date Date
  help='This is when the manual follow-up is needed.' string='Next Action Date' tracking=True
• payment_next_action_type Many2one → res.partner.payment.action.type
  comodel_name='res.partner.payment.action.type' string='Next Action Type' tracking=True
• payment_note Text
  help='Payment Note' string='Customer Payment Promise' tracking=True
• payment_responsible_id Many2one → res.users
  comodel_name='res.users' help='Optionally you can assign a user to this field, which will make him responsible for the action.' ondelete='set null' string='Follow-up Responsible' tracking=True

No public methods.

• active Boolean
  default=True
• company_id Many2one → res.company
  default=<expr> args: 'res.company'
• name Char
• partner_ids One2many → res.partner
  comodel_name='res.partner' inverse_name='payment_next_action_type' string='Partners'
• sequence Integer
  default=10

No public methods.

• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='account_id' readonly=True string='Credit Lines'

No public methods.

• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' copy=False inverse_name='invoice_id' readonly=True string='Credit Lines'
• credit_policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' copy=False groups='account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_user,account_credit_control.group_account_credit_control_info' help='The Credit Control Policy used for this invoice. If nothing is defined, it will use the account setting or the partner setting.' readonly=True string='Credit Control Policy'

• button_cancel(self)
  Prevent to cancel invoice related to credit line

• company_id Many2one → res.company
  comodel_name='res.company' readonly=True
• currency_id Many2one → res.currency
  comodel_name='res.currency' readonly=True
• level Integer
  readonly=True string='Max Level'
• open_balance Float
  help='Open balance on credit control linesof same partner, policy and currency' readonly=True string='Overdue Balance'
• partner_id Many2one → res.partner
  comodel_name='res.partner' readonly=True
• partner_ref Char
  readonly=True
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' readonly=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' readonly=True string='Overdue Level'

• init(self)

• company_id Many2one → res.company
  comodel_name='res.company' default=<expr> index=True required=True
• contact_address_id Many2one → res.partner
  comodel_name='res.partner' index=True readonly=True
• credit_control_line_ids One2many → credit.control.line
  comodel_name='credit.control.line' inverse_name='communication_id' string='Credit Lines'
• currency_id Many2one → res.currency
  comodel_name='res.currency' index=True required=True
• partner_id Many2one → res.partner
  comodel_name='res.partner' index=True required=True
• policy_id Many2one
  index=True related='policy_level_id.policy_id' store=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' index=True required=True string='Level'
• report_date Date
  default=<expr>
• total_due Float
  compute='_compute_total'
• total_invoiced Float
  compute='_compute_total'
• user_id Many2one → res.users
  comodel_name='res.users' default=<expr> index=True

• get_email(self)
  Kept for backwards compatibility. To be removed in v13/v14
• get_emailing_contact(self)
  Return a valid customer for the emailing. If the contact address doesn't have a valid email we fallback to the commercial partner

• line_ids Many2many → credit.control.line
  comodel_name='credit.control.line' default=<expr> domain=[('state', '=', 'to_be_sent'), ('channel', '=', 'email')] string='Credit Control Lines'

• email_lines(self)

• account_id Many2one → account.account
  comodel_name='account.account' related='move_line_id.account_id' store=True
• amount_due Float
  readonly=True required=True string='Due Amount Tax incl.'
• balance_due Float
  readonly=True required=True string='Due balance'
• channel Selection
  readonly=True required=True selection=CHANNEL_LIST states={'draft': [('readonly', False)]}
• commercial_partner_id Many2one → res.partner
  comodel_name='res.partner' compute_sudo=True index=True related='partner_id.commercial_partner_id' store=True string='Commercial Entity'
• communication_id Many2one → credit.control.communication
  comodel_name='credit.control.communication' help='Credit control communication process where this line belongs' string='Communication process'
• company_id Many2one → res.company
  comodel_name='res.company' related='move_line_id.company_id' store=True
• currency_id Many2one → res.currency
  comodel_name='res.currency' related='move_line_id.currency_id' store=True
• date Date
  index=True readonly=True required=True states={'draft': [('readonly', False)]} string='Controlling date'
• date_due Date
  readonly=True required=True states={'draft': [('readonly', False)]} string='Due date'
• date_entry Date
  related='move_line_id.date' store=True string='Entry date'
• date_sent Date
  readonly=True states={'draft': [('readonly', False)]} string='Reminded date'
• invoice_id Many2one → account.move
  comodel_name='account.move' readonly=True
• level Integer
  group_operator='max' related='policy_level_id.level' store=True
• manual_followup Boolean
• manually_overridden Boolean
• move_line_id Many2one → account.move.line
  comodel_name='account.move.line' index=True readonly=True required=True string='Move line'
• partner_id Many2one → res.partner
  comodel_name='res.partner' readonly=True required=True states={'draft': [('readonly', False)]}
• partner_user_id Many2one → res.users
  comodel_name='res.users' compute='_compute_partner_user_id' store=True string='Salesperson'
• policy_id Many2one → credit.control.policy
  comodel_name='credit.control.policy' related='policy_level_id.policy_id' store=True
• policy_level_id Many2one → credit.control.policy.level
  comodel_name='credit.control.policy.level' readonly=True required=True states={'draft': [('readonly', False)]} string='Overdue Level'
• run_id Many2one → credit.control.run
  comodel_name='credit.control.run' string='Source'
• state Selection
  default='draft' help='Draft lines need to be triaged.\nIgnored lines are lines for which we do not want to send something.\nDraft and ignored lines will be generated again on the next run.' readonly=True required=True selection=[('draft', 'Draft'), ('ignored', 'Ignored'), ('queued', 'Queued'), ('to_be_sent', 'To Do'), ('sent', 'Done'), ('error', 'Error'), ('email_error', 'Emailing Error')] tracking=True