Tower: upload om_account_followup 19.0.1.0.2 (was 1.0.2, via marketplace)

addons/om_account_followup/README.rst

@@ -0,0 +1,45 @@
+=============================
+Customer Follow Up Management
+=============================
+
+This Module will add customer follow up management in Odoo 19 Community Edition
+
+Installation
+============
+
+To install this module, you need to:
+
+Download the module and add it to your Odoo addons folder. Afterward, log on to
+your Odoo server and go to the Apps menu. Trigger the debug mode and update the
+list by clicking on the "Update Apps List" link. Now install the module by
+clicking on the install button.
+
+Upgrade
+============
+
+To upgrade this module, you need to:
+
+Download the module and add it to your Odoo addons folder. Restart the server
+and log on to your Odoo server. Select the Apps menu and upgrade the module by
+clicking on the upgrade button.
+
+
+Configuration
+=============
+
+Configure follow up levels
+
+
+Credits
+=======
+
+Contributors
+------------
+
+* Odoo Mates <odoomates@gmail.com>
+
+
+Author & Maintainer
+-------------------
+
+This module is maintained by the Odoo Mates

addons/om_account_followup/__init__.py

@@ -0,0 +1,3 @@
+from . import wizard
+from . import models
+from . import report

addons/om_account_followup/__manifest__.py

@@ -0,0 +1,27 @@
+{
+    'name': 'Customer Follow Up Management',
+    'version': '19.0.1.0.2',  # __odoosky_original_version__: '1.0.2'
+    'category': 'Accounting',
+    'description': """Customer FollowUp Management""",
+    'summary': """Customer FollowUp Management""",
+    'author': 'Odoo Mates, Odoo S.A',
+    'license': 'LGPL-3',
+    'website': 'https://www.odoomates.tech',
+    'depends': ['account', 'mail'],
+    'data': [
+        'security/security.xml',
+        'security/ir.model.access.csv',
+        'data/mail_template_data.xml',
+        'wizard/followup_print_view.xml',
+        'wizard/followup_results_view.xml',
+        'views/followup_view.xml',
+        'views/account_move.xml',
+        'views/partners.xml',
+        'views/report_followup.xml',
+        'views/reports.xml',
+        'views/followup_partner_view.xml',
+        'report/followup_report.xml',
+    ],
+    'demo': ['demo/demo.xml'],
+    'images': ['static/description/banner.png'],
+}

addons/om_account_followup/data/mail_template_data.xml

@@ -0,0 +1,242 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <data noupdate="1">
+
+        <record id="email_template_om_account_followup_level0" model="mail.template">
+            <field name="name">First polite payment follow-up reminder email</field>
+            <field name="email_from">{{ (user.email or '') }}</field>
+            <field name="subject">{{ user.company_id.name }} Payment Reminder</field>
+            <field name="lang">{{ object.lang }}</field>
+            <field name="model_id" ref="base.model_res_partner"/>
+            <field name="auto_delete" eval="True"/>
+            <field name="body_html"><![CDATA[
+<div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: rgb(255, 255, 255); ">
+
+    <p>Dear <t t-out="object.name"/>,</p>
+    <p>
+    Exception made if there was a mistake of ours, it seems that the following amount stays unpaid. Please, take
+appropriate measures in order to carry out this payment in the next 8 days.
+
+Would your payment have been carried out after this mail was sent, please ignore this message. Do not hesitate to
+contact our accounting department.  
+
+    </p>
+<br/>
+Best Regards,
+<br/>
+   <br/>
+<t t-out="user.name" />
+
+<br/>
+<br/>
+
+
+<t t-out="object.get_followup_table_html()" />
+
+    <br/>
+
+</div>
+            ]]></field>
+        </record>
+
+        <!--Mail template level 1 -->
+        <record id="email_template_om_account_followup_level1" model="mail.template">
+            <field name="name">A bit urging second payment follow-up reminder email</field>
+            <field name="email_from">{{ (user.email or '') }}</field>
+            <field name="subject">{{ user.company_id.name }} Payment Reminder</field>
+            <field name="email_to">{{ object.email }}</field>
+            <field name="lang">{{ object.lang }}</field>
+            <field name="model_id" ref="base.model_res_partner"/>
+            <field name="auto_delete" eval="True"/>
+            <field name="body_html"><![CDATA[
+<div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: rgb(255, 255, 255); ">
+    
+    <p>Dear <t t-out="object.name"/>,</p>
+   <p>
+    We are disappointed to see that despite sending a reminder, that your account is now seriously overdue.
+It is essential that immediate payment is made, otherwise we will have to consider placing a stop on your account
+which means that we will no longer be able to supply your company with (goods/services).
+Please, take appropriate measures in order to carry out this payment in the next 8 days.
+If there is a problem with paying invoice that we are not aware of, do not hesitate to contact our accounting
+department. so that we can resolve the matter quickly.
+Details of due payments is printed below.
+ </p>
+<br/>
+Best Regards,
+    
+<br/>
+<br/>
+<t t-out="user.name" />
+    
+<br/>
+<br/>
+
+<t t-out="object.get_followup_table_html()" />
+
+    <br/>
+
+</div>
+            ]]></field>
+        </record>
+
+        <!--Mail template level 2 -->
+        <record id="email_template_om_account_followup_level2" model="mail.template">
+            <field name="name">Urging payment follow-up reminder email</field>
+            <field name="email_from">{{ (user.email or '') }}</field>
+            <field name="subject">{{ user.company_id.name }} Payment Reminder</field>
+            <field name="email_to">{{ object.email }}</field>
+            <field name="lang">{{ object.lang }}</field>
+            <field name="model_id" ref="base.model_res_partner"/>
+            <field name="auto_delete" eval="True"/>
+            <field name="body_html"><![CDATA[
+<div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: rgb(255, 255, 255); ">
+    
+    <p>Dear <t t-out="object.name"/>,</p>
+    <p>
+    Despite several reminders, your account is still not settled.
+Unless full payment is made in next 8 days, legal action for the recovery of the debt will be taken without
+further notice.
+I trust that this action will prove unnecessary and details of due payments is printed below.
+In case of any queries concerning this matter, do not hesitate to contact our accounting department.
+</p>
+<br/>
+Best Regards,
+<br/>
+<br/>
+<t t-out="user.name" />
+<br/>
+<br/>
+
+
+<t t-out="object.get_followup_table_html()" />
+
+    <br/>
+
+</div>
+            ]]></field>
+        </record>
+
+        <!-- Default follow up message -->
+        <record id="email_template_om_account_followup_default" model="mail.template">
+            <field name="name">Default payment follow-up reminder e-mail</field>
+            <field name="email_from">{{ (user.email or '') }}</field>
+            <field name="subject">{{ user.company_id.name }} Payment Reminder</field>
+            <field name="email_to">{{ object.email }}</field>
+            <field name="lang">{{ object.lang }}</field>
+            <field name="model_id" ref="base.model_res_partner"/>
+            <field name="auto_delete" eval="True"/>
+            <field name="body_html"><![CDATA[
+<div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: rgb(255, 255, 255); ">
+    
+    <p>Dear <t t-out="object.name"/>,</p>
+    <p>
+    Exception made if there was a mistake of ours, it seems that the following amount stays unpaid. Please, take
+appropriate measures in order to carry out this payment in the next 8 days.
+Would your payment have been carried out after this mail was sent, please ignore this message. Do not hesitate to
+contact our accounting department.
+    </p>
+<br/>
+Best Regards,
+<br/>
+<br/>
+<t t-out="user.name" />
+<br/>
+<br/>
+
+<t t-out="object.get_followup_table_html()" />
+
+<br/>
+</div>
+            ]]></field>
+        </record>
+
+        <record id="demo_followup1" model="followup.followup" forcecreate="False">
+            <field name="company_id" ref="base.main_company"/>
+        </record>
+
+        <record id="demo_followup_line1" model="followup.line" forcecreate="False">
+            <field name="name">Send first reminder email</field>
+            <field name="sequence">0</field>
+            <field name="delay">15</field>
+            <field name="followup_id" ref="demo_followup1"/>
+            <field name="send_email">True</field>
+            <field name="description">
+                Dear %(partner_name)s,
+
+                Exception made if there was a mistake of ours, it seems that
+                the following amount stays unpaid. Please, take appropriate
+                measures in order to carry out this payment in the next 8 days.
+
+                Would your payment have been carried out after this mail was
+                sent, please ignore this message. Do not hesitate to contact
+                our accounting department.
+
+                Best Regards,
+            </field>
+            <field name="email_template_id" ref="email_template_om_account_followup_level0"/>
+        </record>
+
+        <record id="demo_followup_line2" model="followup.line" forcecreate="False">
+            <field name="name">Send reminder letter and email</field>
+            <field name="sequence">1</field>
+            <field name="delay">30</field>
+            <field name="followup_id" ref="demo_followup1"/>
+            <field name="email_template_id"
+                   ref="email_template_om_account_followup_level1"/>
+            <field name="send_email">True</field>
+            <field name="send_letter">True</field>
+            <field name="description">
+                Dear %(partner_name)s,
+
+                We are disappointed to see that despite sending a reminder,
+                that your account is now seriously overdue.
+
+                It is essential that immediate payment is made, otherwise we
+                will have to consider placing a stop on your account which
+                means that we will no longer be able to supply your company
+                with (goods/services).
+                Please, take appropriate measures in order to carry out this
+                payment in the next 8 days.
+
+                If there is a problem with paying invoice that we are not aware
+                of, do not hesitate to contact our accounting department, so
+                that we can resolve the matter quickly.
+
+                Details of due payments is printed below.
+
+                Best Regards,
+            </field>
+        </record>
+
+        <record id="demo_followup_line3" model="followup.line" forcecreate="False">
+            <field name="name">Call the customer on the phone</field>
+            <field name="sequence">3</field>
+            <field name="delay">40</field>
+            <field name="followup_id" ref="demo_followup1"/>
+            <field name="email_template_id"
+                   ref="email_template_om_account_followup_level2"/>
+            <field eval="False" name="send_email"/>
+            <field name="manual_action">True</field>
+            <field name="manual_action_note">Call the customer on the phone!</field>
+            <field name="description">
+                Dear %(partner_name)s,
+
+                Despite several reminders, your account is still not settled.
+
+                Unless full payment is made in next 8 days, then legal action
+                for the recovery of the debt will be taken without further
+                notice.
+
+                I trust that this action will prove unnecessary and details of
+                due payments is printed below.
+
+                In case of any queries concerning this matter, do not hesitate
+                to contact our accounting department.
+
+                Best Regards,
+            </field>
+        </record>
+
+    </data>
+</odoo>

addons/om_account_followup/demo/demo.xml

@@ -0,0 +1,59 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <record id="demo_followup_line4" model="followup.line">
+            <field name="name">Urging reminder email</field>
+            <field name="sequence">4</field>
+            <field name="delay">50</field>
+            <field name="followup_id" ref="demo_followup1"/>
+            <field name="send_email">True</field>
+            <field name="email_template_id" ref="email_template_om_account_followup_level2"/>
+            <field name="description">
+                Dear %(partner_name)s,
+
+                Despite several reminders, your account is still not settled.
+
+                Unless full payment is made in next 8 days, then legal action
+                for the recovery of the debt will be taken without further
+                notice.
+
+                I trust that this action will prove unnecessary and details of
+                due payments is printed below.
+
+                In case of any queries concerning this matter, do not hesitate
+                to contact our accounting department.
+
+                Best Regards,
+            </field>
+        </record>
+
+        <record id="demo_followup_line5" model="followup.line">
+            <field name="name">Urging reminder letter</field>
+            <field name="sequence">5</field>
+            <field name="delay">60</field>
+            <field name="followup_id" ref="demo_followup1"/>
+            <field eval="False" name="send_email"/>
+            <field name="send_letter">True</field>
+            <field name="email_template_id" ref="email_template_om_account_followup_level2"/>
+            <field name="description">
+                Dear %(partner_name)s,
+
+                Despite several reminders, your account is still not settled.
+
+                Unless full payment is made in next 8 days, then legal action
+                for the recovery of the debt will be taken without further
+                notice.
+
+                I trust that this action will prove unnecessary and details of
+                due payments is printed below.
+
+                In case of any queries concerning this matter, do not hesitate
+                to contact our accounting department.
+
+                Best Regards,
+            </field>
+        </record>
+
+    </data>
+</odoo>

addons/om_account_followup/models/__init__.py

@@ -0,0 +1,7 @@
+# -*- coding: utf-8 -*-
+
+from . import account_move
+from . import followup
+from . import followup_partner
+from . import partner
+from . import settings

addons/om_account_followup/models/account_move.py

@@ -0,0 +1,13 @@
+from odoo import api, fields, models, _
+
+
+class AccountMoveLine(models.Model):
+    _inherit = 'account.move.line'
+
+    followup_line_id = fields.Many2one('followup.line', 'Follow-up Level')
+    followup_date = fields.Date('Latest Follow-up')
+    result = fields.Float(compute='_get_result', string="Balance Amount")
+
+    def _get_result(self):
+        for aml in self:
+            aml.result = aml.debit - aml.credit

addons/om_account_followup/models/followup.py

@@ -0,0 +1,91 @@
+from odoo import api, fields, models, _
+from odoo.exceptions import ValidationError
+
+
+class FollowupFollowup(models.Model):
+    _name = 'followup.followup'
+    _description = 'Account Follow-up'
+    _rec_name = 'name'
+
+    name = fields.Char(string="Name", related='company_id.name', readonly=True)
+    followup_line = fields.One2many('followup.line', 'followup_id', 'Follow-up', copy=True)
+    company_id = fields.Many2one('res.company', 'Company', required=True, default=lambda self: self.env.company)
+
+    _company_uniq = models.Constraint(
+        'unique(company_id)',
+        'Only one follow-up per company is allowed',
+    )
+
+
+class FollowupLine(models.Model):
+    _name = 'followup.line'
+    _description = 'Follow-up Criteria'
+    _order = 'delay'
+
+    def _compute_sequence(self):
+        delays = [line.delay for line in self.followup_id.followup_line]
+        delays.sort()
+        for line in self.followup_id.followup_line:
+            sequence = delays.index(line.delay)
+            line.sequence = sequence+1
+
+    @api.model
+    def default_get(self, default_fields):
+        values = super(FollowupLine, self).default_get(default_fields)
+        if self.env.ref('om_account_followup.email_template_om_account_followup_default'):
+            values['email_template_id'] = self.env.ref('om_account_followup.email_template_om_account_followup_default').id
+        return values
+
+    name = fields.Char('Follow-Up Action', required=True)
+    sequence = fields.Integer('Sequence', compute='_compute_sequence',
+                              store=False,
+                              help="Gives the sequence order when displaying a list of follow-up lines.")
+    followup_id = fields.Many2one('followup.followup', 'Follow Ups',
+                                  required=True, ondelete="cascade")
+    delay = fields.Integer('Due Days',
+                           help="The number of days after the due date of the "
+                                "invoice to wait before sending the reminder. Could be negative if you want "
+                                "to send a polite alert beforehand.",
+                           required=True)
+    description = fields.Text('Printed Message', translate=True, default="""
+        Dear %(partner_name)s,
+
+Exception made if there was a mistake of ours, it seems that the following
+amount stays unpaid. Please, take appropriate measures in order to carry out
+this payment in the next 8 days.
+
+Would your payment have been carried out after this mail was sent, please
+ignore this message. Do not hesitate to contact our accounting department.
+
+Best Regards,
+""", )
+    send_email = fields.Boolean('Send an Email', default=True,
+                                help="When processing, it will send an email")
+    send_letter = fields.Boolean('Send a Letter', default=True,
+                                 help="When processing, it will print a letter")
+    manual_action = fields.Boolean('Manual Action', default=False,
+                                   help="When processing, it will set the "
+                                        "manual action to be taken for that customer. ")
+    manual_action_note = fields.Text('Action To Do')
+    manual_action_responsible_id = fields.Many2one('res.users',
+                                                   string='Assign a Responsible', ondelete='set null')
+    email_template_id = fields.Many2one('mail.template', 'Email Template',
+                                        ondelete='set null')
+
+    _days_uniq = models.Constraint(
+        'unique(followup_id, delay)',
+        'Days of the follow-up levels must be different',
+    )
+
+    @api.constrains('description')
+    def _check_description(self):
+        for line in self:
+            if line.description:
+                try:
+                    line.description % {'partner_name': '', 'date': '',
+                                        'user_signature': '',
+                                        'company_name': ''}
+                except ValidationError:
+                    raise ValidationError(
+                        _('Your description is invalid, use the right legend '
+                          'or %% if you want to use the percent character.'))

addons/om_account_followup/models/followup_partner.py

@@ -0,0 +1,50 @@
+from odoo import api, fields, models, _
+from odoo import tools
+
+
+class FollowupStatByPartner(models.Model):
+    _name = "followup.stat.by.partner"
+    _description = "Follow-up Statistics by Partner"
+    _rec_name = 'partner_id'
+    _auto = False
+
+    def _get_invoice_partner_id(self):
+        for rec in self:
+            rec.invoice_partner_id = rec.partner_id.address_get(
+                adr_pref=['invoice']).get('invoice', rec.partner_id.id)
+
+    partner_id = fields.Many2one('res.partner', 'Partner', readonly=True)
+    date_move = fields.Date('First move', readonly=True)
+    date_move_last = fields.Date('Last move', readonly=True)
+    date_followup = fields.Date('Latest follow-up', readonly=True)
+    max_followup_id = fields.Many2one('followup.line', 'Max Follow Up Level', readonly=True, ondelete="cascade")
+    balance = fields.Float('Balance', readonly=True)
+    company_id = fields.Many2one('res.company', 'Company', readonly=True)
+    invoice_partner_id = fields.Many2one('res.partner', compute='_get_invoice_partner_id', string='Invoice Address')
+
+    @api.model
+    def init(self):
+        tools.drop_view_if_exists(self.env.cr, 'followup_stat_by_partner')
+        self.env.cr.execute("""
+            create view followup_stat_by_partner as (
+                SELECT
+                    l.partner_id * 10000::bigint + l.company_id as id,
+                    l.partner_id AS partner_id,
+                    min(l.date) AS date_move,
+                    max(l.date) AS date_move_last,
+                    max(l.followup_date) AS date_followup,
+                    max(l.followup_line_id) AS max_followup_id,
+                    sum(l.debit - l.credit) AS balance,
+                    l.company_id as company_id
+                FROM
+                    account_move_line l
+                    LEFT JOIN account_account a ON (l.account_id = a.id)
+                WHERE
+                    a.account_type = 'asset_receivable' AND
+                    l.full_reconcile_id is NULL AND
+                    l.partner_id IS NOT NULL
+                    GROUP BY
+                    l.partner_id, l.company_id
+            )""")
+
+

addons/om_account_followup/models/partner.py

@@ -0,0 +1,408 @@
+from functools import reduce
+from lxml import etree
+from odoo import api, fields, models, _
+from datetime import datetime
+from odoo.exceptions import ValidationError
+from odoo.tools.misc import formatLang
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    def fields_view_get(self, view_id=None, view_type='form', toolbar=False,
+                        submenu=False):
+        res = super(ResPartner, self).fields_view_get(
+            view_id=view_id, view_type=view_type, toolbar=toolbar,
+            submenu=submenu)
+        if view_type == 'form' and self.env.context.get('Followupfirst'):
+            doc = etree.XML(res['arch'], parser=None, base_url=None)
+            first_node = doc.xpath("//page[@name='followup_tab']")
+            root = first_node[0].getparent()
+            root.insert(0, first_node[0])
+            res['arch'] = etree.tostring(doc, encoding="utf-8")
+        return res
+
+    def _get_latest(self):
+        company = self.env.user.company_id
+        for partner in self:
+            amls = partner.unreconciled_aml_ids
+            latest_date = False
+            latest_level = False
+            latest_days = False
+            latest_level_without_lit = False
+            latest_days_without_lit = False
+            for aml in amls:
+                aml_followup = aml.followup_line_id
+                if (aml.company_id == company) and aml_followup and \
+                        (not latest_days or latest_days < aml_followup.delay):
+                    latest_days = aml_followup.delay
+                    latest_level = aml_followup.id
+                if (aml.company_id == company) and aml.followup_date and (
+                        not latest_date or latest_date < aml.followup_date):
+                    latest_date = aml.followup_date
+                if (aml.company_id == company) and \
+                        (aml_followup and (not latest_days_without_lit or
+                         latest_days_without_lit < aml_followup.delay)):
+                    latest_days_without_lit = aml_followup.delay
+                    latest_level_without_lit = aml_followup.id
+            partner.latest_followup_date = latest_date
+            partner.latest_followup_level_id = latest_level
+            partner.latest_followup_level_id_without_lit = latest_level_without_lit
+
+    def do_partner_manual_action_dermanord(self, followup_line):
+        action_text = followup_line.manual_action_note or ''
+
+        action_date = self.payment_next_action_date or \
+            fields.Date.today()
+        if self.payment_responsible_id:
+            responsible_id = self.payment_responsible_id.id
+        else:
+            p = followup_line.manual_action_responsible_id
+            responsible_id = p and p.id or False
+        self.write({'payment_next_action_date': action_date,
+                    'payment_next_action': action_text,
+                    'payment_responsible_id': responsible_id})
+
+    def do_partner_manual_action(self, partner_ids):
+        for partner in self.browse(partner_ids):
+            followup_without_lit = partner.latest_followup_level_id_without_lit
+            if partner.payment_next_action:
+                action_text = \
+                    (partner.payment_next_action or '') + "\n" + \
+                    (followup_without_lit.manual_action_note or '')
+            else:
+                action_text = followup_without_lit.manual_action_note or ''
+
+            action_date = partner.payment_next_action_date or \
+                fields.Date.today()
+
+            if partner.payment_responsible_id:
+                responsible_id = partner.payment_responsible_id.id
+            else:
+                p = followup_without_lit.manual_action_responsible_id
+                responsible_id = p and p.id or False
+            partner.write({'payment_next_action_date': action_date,
+                           'payment_next_action': action_text,
+                           'payment_responsible_id': responsible_id})
+
+    def do_partner_print(self, wizard_partner_ids, data):
+        if not wizard_partner_ids:
+            return {}
+        data['partner_ids'] = wizard_partner_ids
+        datas = {
+            'ids': wizard_partner_ids,
+            'model': 'followup.followup',
+            'form': data
+        }
+        return self.env.ref(
+            'om_account_followup.action_report_followup').report_action(
+            self, data=datas)
+
+    def do_partner_mail(self):
+        ctx = self.env.context.copy()
+        ctx['followup'] = True
+        template = 'om_account_followup.email_template_om_account_followup_default'
+        unknown_mails = 0
+        for partner in self:
+            partners_to_email = [child for child in partner.child_ids if
+                                 child.type == 'invoice' and child.email]
+            if not partners_to_email and partner.email:
+                partners_to_email = [partner]
+            if partners_to_email:
+                level = partner.latest_followup_level_id_without_lit
+                for partner_to_email in partners_to_email:
+                    if level and level.send_email and \
+                            level.email_template_id and \
+                            level.email_template_id.id:
+                        level.email_template_id.with_context(ctx).send_mail(
+                            partner_to_email.id)
+                    else:
+                        mail_template_id = self.env.ref(template)
+                        mail_template_id.with_context(ctx).send_mail(
+                            partner_to_email.id)
+                if partner not in partners_to_email:
+                    partner.message_post(body=_(
+                        'Overdue email sent to %s' % ', '.join(
+                            ['%s <%s>' % (partner.name, partner.email) for
+                             partner in partners_to_email])))
+            else:
+                unknown_mails = unknown_mails + 1
+                action_text = _("Email not sent because of email address "
+                                "of partner not filled in")
+                if partner.payment_next_action_date:
+                    payment_action_date = min(
+                        fields.Date.today(),
+                        partner.payment_next_action_date)
+                else:
+                    payment_action_date = fields.Date.today()
+                if partner.payment_next_action:
+                    payment_next_action = \
+                        partner.payment_next_action + " \n " + action_text
+                else:
+                    payment_next_action = action_text
+                partner.with_context(ctx).write(
+                    {'payment_next_action_date': payment_action_date,
+                     'payment_next_action': payment_next_action})
+        return unknown_mails
+
+    def get_followup_table_html(self):
+        self.ensure_one()
+        partner = self.commercial_partner_id
+        followup_table = ''
+        if partner.unreconciled_aml_ids:
+            company = self.env.user.company_id
+            current_date = fields.Date.today()
+            report = self.env['report.om_account_followup.report_followup']
+            final_res = report._lines_get_with_partner(partner, company.id)
+
+            for currency_dict in final_res:
+                currency = currency_dict.get('line', [
+                    {'currency_id': company.currency_id}])[0]['currency_id']
+                followup_table += '''
+                <table border="2" width=100%%>
+                <tr>
+                    <td>''' + _("Invoice Date") + '''</td>
+                    <td>''' + _("Description") + '''</td>
+                    <td>''' + _("Reference") + '''</td>
+                    <td>''' + _("Due Date") + '''</td>
+                    <td>''' + _("Amount") + " (%s)" % (
+                    currency.symbol) + '''</td>
+                    <td>''' + _("Lit.") + '''</td>
+                </tr>
+                '''
+                total = 0
+                for aml in currency_dict['line']:
+                    total += aml['balance']
+                    strbegin = "<TD>"
+                    strend = "</TD>"
+                    date = aml['date_maturity'] or aml['date']
+                    date = datetime.strptime(date, "%m/%d/%Y").date()
+                    if date <= current_date and aml['balance'] > 0:
+                        strbegin = "<TD><B>"
+                        strend = "</B></TD>"
+                    followup_table += "<TR>" + strbegin + str(aml['date']) + \
+                                      strend + strbegin + aml['name'] + \
+                                      strend + strbegin + \
+                                      (aml['ref'] or '') + strend + \
+                                      strbegin + str(date) + strend + \
+                                      strbegin + str(aml['balance']) + \
+                                      strend + "</TR>"
+
+                total = reduce(lambda x, y: x + y['balance'],
+                               currency_dict['line'], 0.00)
+                total = formatLang(self.env, total, currency_obj=currency)
+                followup_table += '''<tr> </tr>
+                                </table>
+                                <center>''' + _(
+                    "Amount due") + ''' : %s </center>''' % (total)
+        return followup_table
+
+    def write(self, vals):
+        if vals.get("payment_responsible_id", False):
+            for part in self:
+                if part.payment_responsible_id != \
+                        self.env['res.users'].browse(vals["payment_responsible_id"]):
+                    # Find partner_id of user put as responsible
+                    responsible_partner_id = self.env["res.users"].browse(
+                        vals['payment_responsible_id']).partner_id.id
+                    part.message_post(
+                        body=_("You became responsible to do the next action "
+                               "for the payment follow-up of") +
+                        " <b><a href='#id=" + str(part.id) +
+                        "&view_type=form&model=res.partner'> " + part.name +
+                        " </a></b>",
+                        type='comment',
+                        context=self.env.context,
+                        partner_ids=[responsible_partner_id])
+        return super(ResPartner, self).write(vals)
+
+    def action_done(self):
+        return self.write({'payment_next_action_date': False,
+                           'payment_next_action': '',
+                           'payment_responsible_id': False})
+
+    def do_button_print(self):
+        self.ensure_one()
+        company_id = self.env.user.company_id.id
+        if not self.env['account.move.line'].search(
+                [('partner_id', '=', self.id),
+                 ('account_id.account_type', '=', 'asset_receivable'),
+                 ('full_reconcile_id', '=', False),
+                 ('company_id', '=', company_id),
+                 '|', ('date_maturity', '=', False),
+                 ('date_maturity', '<=', fields.Date.today())]):
+            raise ValidationError(
+                _("The partner does not have any accounting entries to "
+                  "print in the overdue report for the current company."))
+        self.message_post(body=_('Printed overdue payments report'))
+        self.message_post(body=_('Printed overdue payments report'))
+
+        wizard_partner_ids = [self.id * 10000 + company_id]
+        followup_ids = self.env['followup.followup'].search(
+            [('company_id', '=', company_id)])
+        if not followup_ids:
+            raise ValidationError(_(
+                "There is no followup plan defined for the current company."))
+        data = {
+            'date': fields.date.today(),
+            'followup_id': followup_ids[0].id,
+        }
+        return self.do_partner_print(wizard_partner_ids, data)
+
+    def _get_amounts_and_date(self):
+        company = self.env.user.company_id
+        current_date = fields.Date.today()
+        for partner in self:
+            worst_due_date = False
+            amount_due = amount_overdue = 0.0
+            for aml in partner.unreconciled_aml_ids:
+                if (aml.company_id == company):
+                    date_maturity = aml.date_maturity or aml.date
+                    if not worst_due_date or date_maturity < worst_due_date:
+                        worst_due_date = date_maturity
+                    amount_due += aml.result
+                    if (date_maturity <= current_date):
+                        amount_overdue += aml.result
+            partner.payment_amount_due = amount_due
+            partner.payment_amount_overdue = amount_overdue
+            partner.payment_earliest_due_date = worst_due_date
+
+    def _get_followup_overdue_query(self, args, overdue_only=False):
+        company_id = self.env.user.company_id.id
+        having_clauses = []
+        having_values = []
+
+        for field, operator, value in args:
+            if operator in ['=', '!=', '>', '>=', '<', '<=']:
+                having_clauses.append(f'SUM(bal2) {operator} %s')
+                having_values.append(value)
+            else:
+                raise ValueError(f"Unsupported operator: {operator}")
+
+        having_where_clause = ' AND '.join(having_clauses)
+        overdue_only_str = 'AND date_maturity <= NOW()' if overdue_only else ''
+
+        query = ('''
+            SELECT pid AS partner_id, SUM(bal2) FROM (
+                SELECT 
+                    CASE WHEN bal IS NOT NULL THEN bal ELSE 0.0 END AS bal2, 
+                    p.id as pid 
+                FROM (
+                    SELECT 
+                        (debit - credit) AS bal, 
+                        partner_id 
+                    FROM account_move_line l
+                    LEFT JOIN account_account a ON a.id = l.account_id
+                    WHERE a.account_type = 'asset_receivable'
+                    %s AND full_reconcile_id IS NULL
+                    AND l.company_id = %%s
+                ) AS l
+                RIGHT JOIN res_partner p ON p.id = partner_id 
+            ) AS pl
+            GROUP BY pid HAVING %s
+        ''') % (overdue_only_str, having_where_clause)
+
+        params = [company_id] + having_values
+        return query, params
+
+    def _payment_overdue_search(self, operator, operand):
+        args = [('payment_amount_overdue', operator, operand)]
+        query, params = self._get_followup_overdue_query(args, overdue_only=True)
+        self.env.cr.execute(query, params)
+        res = self.env.cr.fetchall()
+        if not res:
+            return [('id', '=', '0')]
+        return [('id', 'in', [x[0] for x in res])]
+
+    def _payment_earliest_date_search(self, operator, operand):
+        args = [('payment_earliest_due_date', operator, operand)]
+        company_id = self.env.user.company_id.id
+        having_where_clause = ' AND '.join(
+            map(lambda x: "(MIN(l.date_maturity) %s '%%s')" % (x[1]), args))
+        having_values = [x[2] for x in args]
+        having_where_clause = having_where_clause % (having_values[0])
+        query = """SELECT partner_id FROM account_move_line l
+                LEFT JOIN account_account a ON a.id = l.account_id
+                WHERE a.account_type = 'asset_receivable' 
+                AND l.company_id = %s 
+                AND l.full_reconcile_id IS NULL 
+                AND partner_id IS NOT NULL GROUP BY partner_id"""
+        query = query % company_id
+        if having_where_clause:
+            query += ' HAVING %s ' % (having_where_clause)
+        self.env.cr.execute(query)
+        res = self.env.cr.fetchall()
+        if not res:
+            return [('id', '=', '0')]
+        return [('id', 'in', [x[0] for x in res])]
+
+    def _payment_due_search(self, operator, operand):
+        args = [('payment_amount_due', operator, operand)]
+        query, params = self._get_followup_overdue_query(args, overdue_only=False)
+        self.env.cr.execute(query, params)
+        res = self.env.cr.fetchall()
+        if not res:
+            return [('id', '=', '0')]
+        return [('id', 'in', [x[0] for x in res])]
+
+    def _get_partners(self):
+        partners = set()
+        for aml in self:
+            if aml.partner_id:
+                partners.add(aml.partner_id.id)
+        return list(partners)
+
+    payment_responsible_id = fields.Many2one(
+        'res.users', ondelete='set null',
+        string='Follow-up Responsible', tracking=True, copy=False,
+        help="Optionally you can assign a user to this field, which will make "
+             "him responsible for the action.")
+    payment_note = fields.Text(
+        'Customer Payment Promise', help="Payment Note", copy=False
+    )
+    payment_next_action = fields.Text(
+        'Next Action', copy=False, tracking=True,
+        help="This is the next action to be taken.  It will automatically be "
+             "set when the partner gets a follow-up level that requires a manual action. "
+    )
+    payment_next_action_date = fields.Date(
+        'Next Action Date', copy=False,
+        help="This is when the manual follow-up is needed. The date will be "
+             "set to the current date when the partner gets a follow-up level "
+             "that requires a manual action. Can be practical to set manually "
+             "e.g. to see if he keeps his promises."
+    )
+    unreconciled_aml_ids = fields.One2many(
+        'account.move.line', 'partner_id',
+        domain=[('full_reconcile_id', '=', False), ('account_id.account_type', '=', 'asset_receivable')]
+    )
+    latest_followup_date = fields.Date(
+        compute='_get_latest', string="Latest Follow-up Date", compute_sudo=True,
+        help="Latest date that the follow-up level of the partner was changed"
+    )
+    latest_followup_level_id = fields.Many2one(
+        'followup.line', compute='_get_latest', compute_sudo=True,
+        string="Latest Follow-up Level", help="The maximum follow-up level"
+    )
+
+    latest_followup_sequence = fields.Integer(
+        'Sequence',
+        help="Gives the sequence order when displaying a list of follow-up lines.", default=0
+    )
+    latest_followup_level_id_without_lit = fields.Many2one(
+        'followup.line', compute='_get_latest', compute_sudo=True,
+        string="Latest Follow-up Level without litigation",
+        help="The maximum follow-up level without taking into "
+             "account the account move lines with litigation")
+    payment_amount_due = fields.Float(
+        compute='_get_amounts_and_date',
+        string="Amount Due", search='_payment_due_search'
+    )
+    payment_amount_overdue = fields.Float(
+        compute='_get_amounts_and_date',
+        string="Amount Overdue", search='_payment_overdue_search'
+    )
+    payment_earliest_due_date = fields.Date(
+        compute='_get_amounts_and_date', string="Worst Due Date",
+        search='_payment_earliest_date_search'
+    )

addons/om_account_followup/models/settings.py

@@ -0,0 +1,15 @@
+from odoo import api, fields, models, _
+
+
+class AccountConfigSettings(models.TransientModel):
+    _inherit = 'res.config.settings'
+
+    def open_followup_level_form(self):
+        res_ids = self.env['followup.followup'].search([], limit=1)
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Follow-up Levels',
+            'res_model': 'followup.followup',
+            'res_id': res_ids and res_ids.id or False,
+            'view_mode': 'form,list',
+        }

addons/om_account_followup/report/__init__.py

@@ -0,0 +1,2 @@
+from . import followup_print
+from . import followup_report

addons/om_account_followup/report/followup_print.py

@@ -0,0 +1,110 @@
+import time
+from collections import defaultdict
+from odoo.exceptions import ValidationError
+from odoo import api, fields, models, _
+from odoo.tools import format_date
+
+
+class ReportFollowup(models.AbstractModel):
+    _name = 'report.om_account_followup.report_followup'
+    _description = 'Report Followup'
+
+    @api.model
+    def _get_report_values(self, docids, data=None):
+        model = self.env['followup.sending.results']
+        ids = self.env.context.get('active_ids') or False
+        docs = model.browse(ids)
+        return {
+            'docs': docs,
+            'doc_ids': docids,
+            'doc_model': model,
+            'time': time,
+            'ids_to_objects': self._ids_to_objects,
+            'getLines': self._lines_get,
+            'get_text': self._get_text,
+            'data': data and data['form'] or {}}
+
+    def _ids_to_objects(self, ids):
+        all_lines = []
+        for line in self.env['followup.stat.by.partner'].browse(ids):
+            if line not in all_lines:
+                all_lines.append(line)
+        return all_lines
+
+    def _lines_get(self, stat_by_partner_line):
+        return self._lines_get_with_partner(stat_by_partner_line.partner_id,
+                                            stat_by_partner_line.company_id.id)
+
+    def _lines_get_with_partner(self, partner, company_id):
+        moveline_obj = self.env['account.move.line']
+        moveline_ids = moveline_obj.search(
+            [('partner_id', '=', partner.id),
+             ('account_id.account_type', '=', 'asset_receivable'),
+             ('full_reconcile_id', '=', False),
+             ('company_id', '=', company_id),
+             '|', ('date_maturity', '=', False),
+             ('date_maturity', '<=', fields.Date.today())])
+        lines_per_currency = defaultdict(list)
+        total = 0
+        for line in moveline_ids:
+            currency = line.currency_id or line.company_id.currency_id
+            balance = line.debit - line.credit
+            if currency != line.company_id.currency_id:
+                balance = line.amount_currency
+            line_data = {
+                'name': line.move_id.name,
+                'ref': line.ref,
+                'date': format_date(self.env, line.date),
+                'date_maturity': format_date(self.env, line.date_maturity),
+                'balance': balance,
+                'currency_id': currency,
+            }
+            total = total + line_data['balance']
+            lines_per_currency[currency].append(line_data)
+
+        return [{'total': total, 'line': lines, 'currency': currency} for
+                currency, lines in
+                lines_per_currency.items()]
+
+    def _get_text(self, stat_line, followup_id, context=None):
+        fp_obj = self.env['followup.followup']
+        fp_line = fp_obj.browse(followup_id).followup_line
+        if not fp_line:
+            raise ValidationError(
+                _("The followup plan defined for the current company does not "
+                  "have any followup action."))
+        default_text = ''
+        li_delay = []
+        for line in fp_line:
+            if not default_text and line.description:
+                default_text = line.description
+            li_delay.append(line.delay)
+        li_delay.sort(reverse=True)
+        partner_line_ids = self.env['account.move.line'].search(
+            [('partner_id', '=', stat_line.partner_id.id),
+             ('full_reconcile_id', '=', False),
+             ('company_id', '=', stat_line.company_id.id),
+             ('debit', '!=', False),
+             ('account_id.account_type', '=', 'asset_receivable'),
+             ('followup_line_id', '!=', False)])
+
+        partner_max_delay = 0
+        partner_max_text = ''
+        for i in partner_line_ids:
+            if i.followup_line_id.delay > partner_max_delay and \
+                    i.followup_line_id.description:
+                partner_max_delay = i.followup_line_id.delay
+                partner_max_text = i.followup_line_id.description
+        text = partner_max_delay and partner_max_text or default_text
+        if text:
+            lang_obj = self.env['res.lang']
+            lang_ids = lang_obj.search(
+                [('code', '=', stat_line.partner_id.lang)], limit=1)
+            date_format = lang_ids and lang_ids.date_format or '%Y-%m-%d'
+            text = text % {
+                'partner_name': stat_line.partner_id.name,
+                'date': time.strftime(date_format),
+                'company_name': stat_line.company_id.name,
+                'user_signature': self.env.user.signature or '',
+            }
+        return text

addons/om_account_followup/report/followup_report.py

@@ -0,0 +1,47 @@
+from odoo import api, fields, models
+from odoo import tools
+
+
+class AccountFollowupStat(models.Model):
+    _name = "followup.stat"
+    _description = "Follow-up Statistics"
+    _rec_name = 'partner_id'
+    _order = 'date_move'
+    _auto = False
+
+    partner_id = fields.Many2one('res.partner', 'Partner', readonly=True)
+    date_move = fields.Date('First move', readonly=True)
+    date_move_last = fields.Date('Last move', readonly=True)
+    date_followup = fields.Date('Latest followup', readonly=True)
+    followup_id = fields.Many2one('followup.line', 'Follow Ups', readonly=True, ondelete="cascade")
+    balance = fields.Float('Balance', readonly=True)
+    debit = fields.Float('Debit', readonly=True)
+    credit = fields.Float('Credit', readonly=True)
+    company_id = fields.Many2one('res.company', 'Company', readonly=True)
+
+    @api.model
+    def init(self):
+        tools.drop_view_if_exists(self.env.cr, 'followup_stat')
+        self.env.cr.execute("""
+            create or replace view followup_stat as (
+                SELECT
+                    l.id as id,
+                    l.partner_id AS partner_id,
+                    min(l.date) AS date_move,
+                    max(l.date) AS date_move_last,
+                    max(l.followup_date) AS date_followup,
+                    max(l.followup_line_id) AS followup_id,
+                    sum(l.debit) AS debit,
+                    sum(l.credit) AS credit,
+                    sum(l.debit - l.credit) AS balance,
+                    l.company_id AS company_id
+                FROM
+                    account_move_line l
+                    LEFT JOIN account_account a ON (l.account_id = a.id)
+                WHERE
+                    a.account_type =  'asset_receivable' AND
+                    l.full_reconcile_id is NULL AND
+                    l.partner_id IS NOT NULL
+                GROUP BY
+                    l.id, l.partner_id, l.company_id
+            )""")

addons/om_account_followup/report/followup_report.xml

@@ -0,0 +1,61 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="view_om_account_followup_stat_graph" model="ir.ui.view">
+            <field name="name">followup.stat.graph</field>
+            <field name="model">followup.stat</field>
+            <field name="arch" type="xml">
+                <graph string="Follow-up lines">
+                    <field name="followup_id" type="row"/>
+                    <field name="date_followup" type="col"/>
+                    <field name="balance" type="measure"/>
+                </graph>
+            </field>
+        </record>
+
+        <record id="view_om_account_followup_stat_search" model="ir.ui.view">
+            <field name="name">followup.stat.search</field>
+            <field name="model">followup.stat</field>
+            <field name="arch" type="xml">
+                <search string="Follow-ups Sent">
+                    <field name="date_move"/>
+                    <field name="date_move_last"/>
+                    <separator/>
+                    <filter string="Not Litigation" name="not_litigation"
+                            help="Including journal entries marked as a litigation"/>
+                    <field name="partner_id"/>
+                    <field name="balance"/>
+                    <group>
+                        <filter string="Partner" name="partner"
+                                context="{'group_by':'partner_id'}"/>
+                        <filter string="Follow-up Level" name="followup_level"
+                                context="{'group_by':'followup_id'}"/>
+                        <filter string="Company" name="company"
+                                groups="base.group_multi_company"
+                                context="{'group_by':'company_id'}"/>
+                        <separator/>
+                        <filter string="Latest Follow-up Month" name="lastest_month"
+                                context="{'group_by':'date_followup:month'}"/>
+                    </group>
+                </search>
+            </field>
+        </record>
+
+        <record id="action_followup_stat" model="ir.actions.act_window">
+            <field name="name">Follow-ups Analysis</field>
+            <field name="res_model">followup.stat</field>
+            <field name="view_mode">graph</field>
+            <field name="context">{'search_default_followup_level':1}</field>
+            <field name="search_view_id" ref="view_om_account_followup_stat_search"/>
+        </record>
+
+        <menuitem action="action_followup_stat"
+                  id="menu_action_followup_stat_follow"
+                  parent="om_account_followup.menu_finance_followup"
+                  groups="account.group_account_invoice"
+                  name="Follow-ups Analysis"
+                  sequence="20"/>
+
+    </data>
+</odoo>

addons/om_account_followup/security/ir.model.access.csv

@@ -0,0 +1,11 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_followup_followup_line,followup.followup.line,model_followup_line,account.group_account_invoice,1,0,0,0
+access_followup_followup_line_manager,followup.followup.line.manager,model_followup_line,account.group_account_manager,1,1,1,1
+access_followup_followup_accountant,followup.followup.user,model_followup_followup,account.group_account_invoice,1,0,0,0
+access_followup_followup_manager,followup.followup.manager,model_followup_followup,account.group_account_manager,1,1,1,1
+access_followup_stat_invoice,followup.stat.invoice,model_followup_stat,account.group_account_invoice,1,1,0,0
+access_followup_stat_by_partner_manager,followup.stat.by.partner,model_followup_stat_by_partner,account.group_account_user,1,1,0,0
+access_followup_stat_user,followup.stat.user,model_followup_stat,account.group_account_user,1,1,0,0
+access_followup_stat_manager,followup.stat.manager,model_followup_stat,account.group_account_manager,1,1,1,1
+access_followup_print,access_followup_print,model_followup_print,base.group_user,1,1,1,1
+access_followup_sending_results,access_followup_sending_results,model_followup_sending_results,base.group_user,1,1,1,1

addons/om_account_followup/security/security.xml

@@ -0,0 +1,22 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <record id="om_account_followup_comp_rule" model="ir.rule">
+            <field name="name">Account Follow-up multi company rule</field>
+            <field name="model_id" ref="model_followup_followup"/>
+            <field eval="True" name="global"/>
+            <field name="domain_force">['|',('company_id','=',False),
+                ('company_id','child_of',[user.company_id.id])]</field>
+        </record>
+
+        <record id="om_account_followup_stat_by_partner_comp_rule" model="ir.rule">
+            <field name="name">Account Follow-up Statistics by Partner Rule</field>
+            <field ref="model_followup_stat_by_partner" name="model_id"/>
+            <field eval="True" name="global"/>
+            <field name="domain_force">['|',('company_id','=',False),
+                ('company_id','child_of',[user.company_id.id])]</field>
+        </record>
+
+    </data>
+</odoo>

addons/om_account_followup/static/description/index.html

@@ -0,0 +1,81 @@
+<section class="oe_container oe_dark">
+    <div class="col-md-12">
+        <h2 class="oe_slogan" style="font-size: 35px;color:#2C0091"><b>Customer Follow Up Management</b></h2>
+    </div>
+</section>
+
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <h2 class="oe_slogan" style="color:olive;">Follow-Up Levels</h2>
+        <div class="oe_demo oe_picture oe_screenshot">
+            <img src="follow_up_level.png">
+        </div>
+    </div>
+</section>
+
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <h2 class="oe_slogan" style="color:olive;">Send Follow-Ups</h2>
+        <div class="oe_demo oe_picture oe_screenshot">
+            <img src="followup.png">
+        </div>
+    </div>
+</section>
+
+<br/>
+
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <h2 class="oe_slogan" style="color:olive;">Manual Follow-Ups</h2>
+        <div class="oe_demo oe_picture oe_screenshot">
+            <img src="manual_followup.png">
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <h2 class="oe_slogan" style="color:olive;">Follow-ups Analysis</h2>
+        <div class="oe_demo oe_picture oe_screenshot">
+            <img src="follow_up_analysis.png">
+        </div>
+    </div>
+</section>
+
+<br/>
+<br/>
+<br/>
+
+<hr style="width: 100%;height: 4px;background: #2C0091;margin: 0px 0px;">
+<hr style="width: 100%;height: 4px;background: #148963;margin: 0px 0px;">
+<section class="oe_container oe_dark">
+    <div class="oe_row ">
+        <div class="oe_slogan text-center">
+            <img src="odoo_mates.png"/>
+            <div style="color:#269900;">
+                <h3 style="color:#2C0091;font-size: 25px;">If you need any support or want more features, just contact us:</h3><br>
+                <h3 style="color:#2C0091;font-size: 20px;">Email: <a href="odoomates@gmail.com">odoomates@gmail.com</a> <br></h3>
+            </div>
+            <div class="oe_slogan">
+               <h2>
+                    <a target="_blank" href="https://www.facebook.com/odoomate/" target="new">
+                        <i class="fa fa-facebook-square" style="font-size:38px;"></i>
+                    </a>
+                    <a target="_blank" href="https://twitter.com/odoomates/" target="new">
+                        <i class="fa fa-twitter" style="font-size:38px;"></i>
+                    </a>
+                    <a href="#" target="_blank">
+                        <i class="fa fa-linkedin" style="font-size:38px;"></i>
+                    </a>
+                    <a target="_blank" href="https://www.youtube.com/channel/UCVKlUZP7HAhdQgs-9iTJklQ">
+                        <i class="fa fa-youtube-play" style="font-size:38px;"></i>
+                    </a>
+                </h2>
+            </div>
+        </div>
+    </div>
+</section>
+<hr style="width: 100%;height: 4px;background: #148963;margin: 0px 0px;">
+<hr style="width: 100%;height: 4px;background: #2C0091;margin: 0px 0px;">
+    

addons/om_account_followup/views/account_move.xml

@@ -0,0 +1,73 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="view_move_line_reconcile_tree" model="ir.ui.view">
+            <field name="name">account.move.line.list</field>
+            <field name="model">account.move.line</field>
+            <field name="arch" type="xml">
+                <list string="Journal Items to Reconcile" create="false">
+                    <field name="date"/>
+                    <field name="move_id"/>
+                    <field name="ref"/>
+                    <field name="name"/>
+                    <field name="partner_id"/>
+                    <field name="account_id"/>
+                    <field name="journal_id" invisible="1"/>
+                    <field name="full_reconcile_id"/>
+                    <field name="debit" sum="Total debit"/>
+                    <field name="credit" sum="Total credit"/>
+                </list>
+            </field>
+        </record>
+
+        <record id="account_manual_reconcile_action" model="ir.actions.act_window">
+            <field name="context">{'search_default_unreconciled': 1,'view_mode':True}</field>
+            <field name="name">Journal Items to Reconcile</field>
+            <field name="res_model">account.move.line</field>
+            <field name="view_id" ref="view_move_line_reconcile_tree"/>
+            <field name="view_mode">list</field>
+            <field name="help" type="html">
+                <p>No journal items found.</p>
+            </field>
+        </record>
+
+
+        <record id="account_move_line_partner_tree" model="ir.ui.view">
+            <field name="name">account.move.line.partner.list</field>
+            <field name="model">account.move.line</field>
+            <field eval="32" name="priority"/>
+            <field name="arch" type="xml">
+                <list editable="bottom" string="Partner Entries">
+                    <field name="date"/>
+                    <field name="move_id"/>
+                    <field name="ref"/>
+                    <field name="name"/>
+                    <field name="partner_id"/>
+                    <field name="company_id" invisible="1"/>
+                    <field name="company_id" groups="base.group_multi_company" readonly="1"/>
+                    <field name="account_id" options="{'no_open': True, 'no_create': True}"
+                           domain="[('company_ids', 'in', company_id)]" groups="account.group_account_readonly"/>
+                    <field name="followup_line_id"/>
+                    <field name="followup_date"/>
+                    <field name="debit" sum="Total debit"/>
+                    <field name="credit" sum="Total credit"/>
+                    <field name="date_maturity"/>
+                </list>
+            </field>
+        </record>
+
+        <record id="view_move_line_form" model="ir.ui.view">
+            <field name="name">account.move.line.form.followup</field>
+            <field name="model">account.move.line</field>
+            <field name="inherit_id" ref="account.view_move_line_form"/>
+            <field name="arch" type="xml">
+                <field name="date_maturity" position="after">
+                    <field name="followup_line_id"/>
+                    <field name="followup_date"/>
+                </field>
+            </field>
+        </record>
+
+    </data>
+</odoo>

addons/om_account_followup/views/followup_partner_view.xml

@@ -0,0 +1,38 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="om_account_followup_stat_by_partner_search" model="ir.ui.view">
+            <field name="name">followup.stat.by.partner.search</field>
+            <field name="model">followup.stat.by.partner</field>
+            <field name="arch" type="xml">
+                <search string="Partner to Remind">
+                    <field name="date_followup"/>
+                    <filter string="Balance > 0"
+                            domain="[('balance','&gt;',0)]" icon="terp-dolar"
+                            name="balance_positive"/>
+                    <field name="partner_id"/>
+                    <field name="max_followup_id"/>
+                    <field name="company_id"
+                           groups="base.group_multi_company"/>
+                </search>
+            </field>
+        </record>
+
+        <record id="om_account_followup_stat_by_partner_tree" model="ir.ui.view">
+            <field name="name">followup.stat.by.partner.list</field>
+            <field name="model">followup.stat.by.partner</field>
+            <field name="arch" type="xml">
+                <list string="Partner to Remind">
+                    <field name="partner_id"/>
+                    <field name="balance"/>
+                    <field name="max_followup_id"/>
+                    <field name="date_followup"/>
+                    <field name="date_move_last"/>
+                    <field name="company_id" groups="base.group_multi_company"/>
+                </list>
+            </field>
+        </record>
+
+    </data>
+</odoo>

addons/om_account_followup/views/followup_view.xml

@@ -0,0 +1,212 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="view_om_account_followup_followup_line_tree" model="ir.ui.view">
+            <field name="name">followup.line.list</field>
+            <field name="model">followup.line</field>
+            <field name="arch" type="xml">
+                <list string="Follow-up Steps">
+                    <field name="name"/>
+                    <field name="delay"/>
+                    <field name="send_email"/>
+                    <field name="send_letter"/>
+                    <field name="manual_action"/>
+                </list>
+            </field>
+        </record>
+
+        <record id="view_om_account_followup_followup_line_form" model="ir.ui.view">
+            <field name="name">followup.line.form</field>
+            <field name="model">followup.line</field>
+            <field name="arch" type="xml">
+                <form string="Follow-up Steps">
+                    <label for="name" class="oe_edit_only"/>
+                    <h1>
+                        <field name="name"/>
+                    </h1>
+                    <div class="oe_inline">
+                        After
+                        <field name="delay" class="oe_inline"/>
+                        days overdue, do the following actions:
+                    </div>
+                    <div>
+                        <field name="manual_action" class="oe_inline"/>
+                        <label for="manual_action"/>
+                    </div>
+                    <div>
+                        <field name="send_email" class="oe_inline"/>
+                        <label for="send_email"/>
+                    </div>
+                    <div>
+                        <field name="send_letter" class="oe_inline"/>
+                        <label for="send_letter"/>
+                    </div>
+
+                    <group string="Manual Action" invisible="not manual_action">
+                        <field name="manual_action_responsible_id"/>
+                        <field name="manual_action_note"/>
+                    </group>
+                    <group string="Send an Email" invisible="not send_email">
+                        <field name="email_template_id"/>
+                    </group>
+                    <group string="Send a Letter or Email"
+                           invisible="not send_email and not send_letter">
+                        <p colspan="2" class="oe_grey">
+                            Write here the introduction in the letter,
+                            according to the level of the follow-up. You can
+                            use the following keywords in the text. Don't
+                            forget to translate in all languages you installed
+                            using to top right icon.
+                            <table>
+                                <tr>
+                                    <td t-translation="off">%%(partner_name)s
+                                    </td>
+                                    <td>: Partner Name</td>
+                                </tr>
+                                <tr>
+                                    <td t-translation="off">%%(date)s</td>
+                                    <td>: Current Date</td>
+                                </tr>
+                                <tr>
+                                    <td t-translation="off">
+                                        %%(user_signature)s
+                                    </td>
+                                    <td>: User Name</td>
+                                </tr>
+                                <tr>
+                                    <td t-translation="off">%%(company_name)s
+                                    </td>
+                                    <td>: User's Company Name</td>
+                                </tr>
+                            </table>
+                        </p>
+                        <field name="description" nolabel="1" colspan="2"/>
+                    </group>
+                </form>
+            </field>
+        </record>
+
+        <record id="view_om_account_followup_followup_form" model="ir.ui.view">
+            <field name="name">followup.followup.form</field>
+            <field name="model">followup.followup</field>
+            <field name="arch" type="xml">
+                <form string="Follow-up">
+                    <h1>
+                        <field name="name"/>
+                    </h1>
+                    <label for="company_id" groups="base.group_multi_company"/>
+                    <field name="company_id" widget="selection"
+                           class="oe_inline"
+                           groups="base.group_multi_company"/>
+                    <p class="oe_grey">
+                        To remind customers of paying their invoices, you can
+                        define different actions depending on how severely
+                        overdue the customer is. These actions are bundled
+                        into follow-up levels that are triggered when the due
+                        date of an invoice has passed a certain
+                        number of days. If there are other overdue invoices for
+                        the
+                        same customer, the actions of the most
+                        overdue invoice will be executed.
+                    </p>
+                    <field name="followup_line"/>
+                </form>
+            </field>
+        </record>
+
+        <record id="view_om_account_followup_followup_tree" model="ir.ui.view">
+            <field name="name">followup.followup.list</field>
+            <field name="model">followup.followup</field>
+            <field name="arch" type="xml">
+                <list string="Follow-up">
+                    <field name="company_id"/>
+                </list>
+            </field>
+        </record>
+
+        <record id="view_om_account_followup_filter" model="ir.ui.view">
+            <field name="name">account.followup.select</field>
+            <field name="model">followup.followup</field>
+            <field name="arch" type="xml">
+                <search string="Search Follow-up">
+                    <field name="company_id" groups="base.group_multi_company"/>
+                </search>
+            </field>
+        </record>
+
+        <record id="action_om_account_followup_definition_form" model="ir.actions.act_window">
+            <field name="name">Follow-up Levels</field>
+            <field name="type">ir.actions.act_window</field>
+            <field name="res_model">followup.followup</field>
+            <field name="search_view_id" ref="view_om_account_followup_filter"/>
+            <field name="view_mode">list,form</field>
+            <field name="help" type="html">
+                <p class="oe_view_nocontent_create">
+                    Click to define follow-up levels and their related actions.
+                </p>
+                <p>
+                    For each step, specify the actions to be taken and delay in
+                    days. It is
+                    possible to use print and e-mail templates to send specific
+                    messages to
+                    the customer.
+                </p>
+            </field>
+        </record>
+
+        <record id="view_move_line_reconcile_tree" model="ir.ui.view">
+            <field name="name">account.move.line.list</field>
+            <field name="model">account.move.line</field>
+            <field name="arch" type="xml">
+                <list string="Journal Items to Reconcile" create="false">
+                    <field name="date"/>
+                    <field name="move_id"/>
+                    <field name="ref"/>
+                    <field name="name"/>
+                    <field name="partner_id"/>
+                    <field name="account_id"/>
+                    <field name="journal_id" invisible="1"/>
+                    <field name="full_reconcile_id"/>
+                    <field name="debit" sum="Total debit"/>
+                    <field name="credit" sum="Total credit"/>
+                </list>
+            </field>
+        </record>
+
+        <record id="account_manual_reconcile_action" model="ir.actions.act_window">
+            <field name="context">{'search_default_unreconciled': 1,'view_mode':True}</field>
+            <field name="name">Journal Items to Reconcile</field>
+            <field name="res_model">account.move.line</field>
+            <field name="view_id" ref="view_move_line_reconcile_tree"/>
+            <field name="view_mode">list</field>
+            <field name="help" type="html">
+                <p>
+                    No journal items found.
+                </p>
+            </field>
+        </record>
+
+        <menuitem id="om_account_followup_main_menu"
+                  parent="account.menu_finance_configuration"
+                  name="Follow-up"/>
+
+        <menuitem id="om_account_followup_menu"
+                  name="Follow-up Levels"
+                  action="action_om_account_followup_definition_form"
+                  parent="om_account_followup_main_menu" />
+
+        <menuitem id="om_account_followup_main_menu"
+                  parent="account.menu_finance_configuration"
+                  name="Follow-up"/>
+
+        <menuitem id="om_account_followup_menu"
+                  name="Follow-up Levels"
+                  action="action_om_account_followup_definition_form"
+                  parent="om_account_followup_main_menu"/>
+
+
+
+
+    </data>
+</odoo>

addons/om_account_followup/views/partners.xml

@@ -0,0 +1,192 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="customer_followup_tree" model="ir.ui.view">
+            <field name="name">res.partner.followup.inherit.list</field>
+            <field name="model">res.partner</field>
+            <field name="priority" eval="20"/>
+            <field name="arch" type="xml">
+                <list string="Customer Followup" create="false" delete="false">
+                    <field name="display_name"/>
+                    <field name="payment_next_action_date"/>
+                    <field name="payment_next_action"/>
+                    <field name="user_id" invisible="1"/>
+                    <field name="country_id" invisible="1"/>
+                    <field name="parent_id" invisible="1"/>
+                    <field name="payment_responsible_id"/>
+                    <field name="payment_earliest_due_date"/>
+                    <field name="latest_followup_level_id"/>
+                    <field name="payment_amount_overdue"/>
+                    <field name="payment_amount_due"/>
+                </list>
+            </field>
+        </record>
+
+        <record id="view_partner_inherit_customer_followup_tree" model="ir.ui.view">
+            <field name="name">res.partner.followup.inherit.list</field>
+            <field name="model">res.partner</field>
+            <field name="inherit_id" ref="base.view_partner_tree"/>
+            <field name="arch" type="xml">
+                <field name="complete_name" position="after">
+                    <field name="payment_responsible_id" invisible="1"/>
+                </field>
+            </field>
+        </record>
+
+        <record id="customer_followup_search_view" model="ir.ui.view">
+            <field name="name">Search</field>
+            <field name="model">res.partner</field>
+            <field name="inherit_id" ref="base.view_res_partner_filter"/>
+            <field name="arch" type="xml">
+                <xpath expr="//group[1]" position="after">
+                    <group>
+                        <filter string="Partners with Overdue Credits" domain="[('payment_amount_overdue', '>', 0.0)]"
+                                name="credits"/>
+                        <separator/>
+                        <filter string="Follow-ups To Do"
+                                domain="[('payment_next_action_date', '&lt;=', time.strftime('%%Y-%%m-%%d')), ('payment_amount_overdue', '>', 0.0)]"
+                                name="todo"/>
+                        <separator/>
+                        <filter string="No Responsible" name="no_responsibe" domain="[('payment_responsible_id', '=', False)]"/>
+                        <filter string="My Follow-ups" domain="[('payment_responsible_id','=', uid)]" name="my"/>
+                    </group>
+                </xpath>
+                <xpath expr="//group[1]" position="inside">
+                    <filter string="Follow-up Responsible" name="responsibe"
+                            context="{'group_by':'payment_responsible_id'}"/>
+                    <filter string="Followup Level" name="followup_level"
+                            context="{'group_by':'latest_followup_level_id'}"/>
+                </xpath>
+            </field>
+        </record>
+
+        <record id="action_customer_followup" model="ir.actions.act_window">
+            <field name="name">Manual Follow-Ups</field>
+            <field name="view_id" ref="customer_followup_tree"/>
+            <field name="res_model">res.partner</field>
+            <field name="view_mode">list,form</field>
+            <field name="domain">[('payment_amount_due', '>', 0.0)]</field>
+            <field name="context">{'Followupfirst':True, 'search_default_todo': True}</field>
+            <field name="search_view_id" ref="customer_followup_search_view"/>
+        </record>
+
+        <record id="view_partner_inherit_followup_form" model="ir.ui.view">
+            <field name="name">res.partner.followup.form.inherit</field>
+            <field name="inherit_id" ref="base.view_partner_form"/>
+            <field name="model">res.partner</field>
+            <field name="arch" type="xml">
+                <xpath expr="//page[@name='sales_purchases']" position="after">
+                    <page string="Payment Follow-up"
+                          groups="account.group_account_invoice"
+                          name="followup_tab">
+
+                        <div class="oe_right"
+                             name="followup_button">
+                            <button name="do_button_print" type="object"
+                                    string="Print Overdue Payments"
+                                    groups="account.group_account_user"
+                                    help="Print overdue payments report independent of follow-up line"
+                                    invisible="payment_amount_due &lt;= 0.0"/>
+                            <button name="do_partner_mail" type="object"
+                                    string="Send Overdue Email"
+                                    groups="account.group_account_user"
+                                    help="If not specified by the latest follow-up level, it will send from the default email template"
+                                    invisible="payment_amount_due &lt;= 0.0"/>
+                        </div>
+
+                        <p invisible="not latest_followup_date">
+                            The
+                            <field name="latest_followup_date"
+                                   class="oe_inline"/>
+                            , the latest payment follow-up was:
+                            <field name="latest_followup_level_id"
+                                   class="oe_inline"/>
+                        </p>
+                        <group>
+                            <field name="payment_responsible_id"
+                                   placeholder="Responsible of credit collection"
+                                   class="oe_inline"/>
+                            <label for="payment_next_action"/>
+                            <div>
+                                <field name="payment_next_action_date"
+                                       class="oe_inline"/>
+                                <button name="action_done" type="object"
+                                        string="⇾ Mark as Done"
+                                        help="Click to mark the action as done."
+                                        class="oe_link"
+                                        invisible="not payment_next_action_date"
+                                        groups="account.group_account_user"/>
+                                <field name="payment_next_action"
+                                       placeholder="Action to be taken e.g. Give a phonecall, Check if it's paid, ..."/>
+                            </div>
+                        </group>
+                        <label for="payment_note" class="oe_edit_only"/>
+                        <field name="payment_note"
+                               placeholder="He said the problem was temporary and promised to pay 50%% before 15th of May, balance before 1st of July."/>
+                        <p class="oe_grey">
+                            Below is the history of the transactions of this
+                            customer. You can check "No Follow-up" in
+                            order to exclude it from the next follow-up
+                            actions.
+                        </p>
+                        <field name="unreconciled_aml_ids">
+                            <list string="Account Move line" editable="bottom"
+                                  create="false" delete="false"
+                                  colors="red:(not date_maturity or date_maturity&lt;=current_date) and result&gt;0">
+                                <field name="date" readonly="True"/>
+                                <field name="company_id" readonly="True"
+                                       groups="base.group_multi_company"/>
+                                <field name="move_id" readonly="True"/>
+                                <field name="date_maturity" readonly="True"/>
+                                <field name="result" readonly="True"/>
+                                <field name="followup_line_id" invisible='1'/>
+                            </list>
+                        </field>
+                        <group class="oe_subtotal_footer oe_right">
+                            <field name="payment_amount_due"/>
+                        </group>
+                        <div class="oe_clear"/>
+                    </page>
+                </xpath>
+            </field>
+        </record>
+
+        <record id="action_view_customer_followup_form" model="ir.actions.act_window.view">
+            <field name="sequence" eval="2"/>
+            <field name="view_mode">form</field>
+            <field name="view_id" ref="view_partner_inherit_followup_form"/>
+            <field name="act_window_id" ref="action_customer_followup"/>
+        </record>
+
+        <record id="action_view_customer_followup_tree" model="ir.actions.act_window.view">
+            <field name="sequence" eval="1"/>
+            <field name="view_mode">list</field>
+            <field name="view_id" ref="customer_followup_tree"/>
+            <field name="act_window_id" ref="action_customer_followup"/>
+        </record>
+
+        <menuitem id="om_account_followup_s"
+                  action="action_customer_followup"
+                  parent="menu_finance_followup"
+                  name="Do Manual Follow-Ups"
+                  sequence="3"/>
+
+        <record id="action_customer_my_followup" model="ir.actions.act_window">
+            <field name="name">My Follow-Ups</field>
+            <field name="view_id" ref="customer_followup_tree"/>
+            <field name="res_model">res.partner</field>
+            <field name="view_mode">list,form</field>
+            <field name="domain">[('payment_amount_due', '>', 0.0)]</field>
+            <field name="context">{'Followupfirst':True, 'search_default_todo': True, 'search_default_my': True}</field>
+            <field name="search_view_id" ref="customer_followup_search_view"/>
+        </record>
+
+        <menuitem id="menu_sale_followup"
+                  parent="menu_finance_followup"
+                  sequence="10"
+                  action="action_customer_my_followup"
+                  groups="account.group_account_invoice"/>
+
+    </data>
+</odoo>

addons/om_account_followup/views/report_followup.xml

@@ -0,0 +1,75 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <template id="report_followup">
+            <t t-call="web.html_container">
+                <t t-foreach="ids_to_objects(data['partner_ids'])" t-as="o">
+                    <t t-set="o" t-value="o.with_context({'lang':o.partner_id.lang})"/>
+                    <t t-call="web.external_layout">
+                        <div class="page">
+                            <p>
+                                <span t-field="o.invoice_partner_id"/>
+                                <br/>
+                                <t t-if="o.partner_id.vat">
+                                    <span t-field="o.partner_id.vat"/>
+                                    <br/>
+                                </t>
+                                Document: Customer account statement
+                                <br/>
+                                Date:
+                                <span t-esc="data['date']"/>
+                                <br/>
+                                Customer ref:
+                                <span t-field="o.partner_id.ref"/>
+                            </p>
+
+                            <p t-raw="get_text(o,data['followup_id']).replace('\n', '&lt;br&gt;')"/>
+
+                            <t t-foreach="getLines(o)" t-as="cur_lines">
+                                <table class="table table-condensed"
+                                       style="margin-top: 50px;">
+                                    <thead>
+                                        <tr>
+                                            <th>Invoice Date</th>
+                                            <th>Description</th>
+                                            <th class="text-center">Ref</th>
+                                            <th class="text-center">Maturity Date</th>
+                                            <th class="text-right">Amount</th>
+                                            <th class="text-center">Due</th>
+                                        </tr>
+                                    </thead>
+                                    <tbody>
+                                        <tr t-foreach="cur_lines['line']"
+                                            t-as="line">
+                                            <td>
+                                                <span t-esc="line['date']"/>
+                                            </td>
+                                            <td>
+                                                <span t-esc="line['name']"/>
+                                            </td>
+                                            <td>
+                                                <span t-esc="line['ref']"/>
+                                            </td>
+                                            <td class="text-center">
+                                                <span t-esc="line['date_maturity']"/>
+                                            </td>
+                                            <td class="text-right">
+                                                <span t-esc="line['balance']"/>
+                                            </td>
+                                        </tr>
+                                    </tbody>
+                                </table>
+
+                                <p>Total:
+                                    <span t-esc="cur_lines['total']"/>
+                                </p>
+                            </t>
+                        </div>
+                    </t>
+                </t>
+            </t>
+        </template>
+
+    </data>
+</odoo>

addons/om_account_followup/views/reports.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0"?>
+<odoo>
+    <data>
+
+        <record id="action_report_followup" model="ir.actions.report">
+            <field name="name">Follow-up Report</field>
+            <field name="model">followup.followup</field>
+            <field name="report_type">qweb-pdf</field>
+            <field name="report_name">om_account_followup.report_followup</field>
+            <field name="report_file">om_account_followup.report_followup</field>
+        </record>
+
+    </data>
+</odoo>

addons/om_account_followup/wizard/__init__.py

@@ -0,0 +1,3 @@
+from . import followup_print
+from . import followup_results
+

addons/om_account_followup/wizard/followup_print.py

@@ -0,0 +1,224 @@
+import datetime
+import time
+from odoo import api, fields, models, _
+from markupsafe import Markup
+
+
+class FollowupPrint(models.TransientModel):
+    _name = 'followup.print'
+    _description = 'Print Follow-up & Send Mail to Customers'
+
+    def _get_followup(self):
+        if self.env.context.get('active_model',
+                                'ir.ui.menu') == 'followup.followup':
+            return self.env.context.get('active_id', False)
+        company_id = self.env.user.company_id.id
+        followp_id = self.env['followup.followup'].search(
+            [('company_id', '=', company_id)], limit=1)
+        return followp_id or False
+
+    date = fields.Date('Follow-up Sending Date', required=True,
+                       help="This field allow you to select a forecast date "
+                            "to plan your follow-ups",
+                       default=lambda *a: time.strftime('%Y-%m-%d'))
+    followup_id = fields.Many2one('followup.followup', 'Follow-Up',
+                                  required=True, readonly=True,
+                                  default=_get_followup)
+    partner_ids = fields.Many2many('followup.stat.by.partner',
+                                   'partner_stat_rel', 'osv_memory_id',
+                                   'partner_id', 'Partners', required=True)
+    company_id = fields.Many2one('res.company', readonly=True,
+                                 related='followup_id.company_id')
+    email_conf = fields.Boolean('Send Email Confirmation')
+    email_subject = fields.Char('Email Subject', size=64,
+                                default=_('Invoices Reminder'))
+    partner_lang = fields.Boolean(
+        'Send Email in Partner Language', default=True,
+        help='Do not change message text, if you want to send email in '
+             'partner language, or configure from company')
+    email_body = fields.Text('Email Body', default='')
+    summary = fields.Text('Summary', readonly=True)
+    test_print = fields.Boolean(
+        'Test Print', help='Check if you want to print follow-ups without '
+                           'changing follow-up level.')
+
+    def process_partners(self, partner_ids, data):
+        partner_obj = self.env['res.partner']
+        partner_ids_to_print = []
+        nbmanuals = 0
+        manuals = {}
+        nbmails = 0
+        nbunknownmails = 0
+        nbprints = 0
+        resulttext = " "
+        for partner in self.env['followup.stat.by.partner'].browse(
+                partner_ids):
+            if partner.max_followup_id.manual_action:
+                partner_obj.do_partner_manual_action([partner.partner_id.id])
+                nbmanuals = nbmanuals + 1
+                key = partner.partner_id.payment_responsible_id.name or _(
+                    "Anybody")
+                if key not in manuals.keys():
+                    manuals[key] = 1
+                else:
+                    manuals[key] = manuals[key] + 1
+            if partner.max_followup_id.send_email:
+                nbunknownmails += partner.partner_id.do_partner_mail()
+                nbmails += 1
+            if partner.max_followup_id.send_letter:
+                partner_ids_to_print.append(partner.id)
+                nbprints += 1
+                followup_without_lit = \
+                    partner.partner_id.latest_followup_level_id_without_lit
+                message = "%s<I> %s </I>%s" % (_("Follow-up letter of "),
+                                               followup_without_lit.name,
+                                               _(" will be sent"))
+                partner.partner_id.message_post(body=message)
+        if nbunknownmails == 0:
+            resulttext += str(nbmails) + _(" email(s) sent")
+        else:
+            resulttext += str(nbmails) + _(
+                " email(s) should have been sent, but ") + str(
+                nbunknownmails) + _(
+                " had unknown email address(es)") + "\n <BR/> "
+        resulttext += "<BR/>" + str(nbprints) + _(
+            " letter(s) in report") + " \n <BR/>" + str(nbmanuals) + _(
+            " manual action(s) assigned:")
+        needprinting = False
+        if nbprints > 0:
+            needprinting = True
+        resulttext += "<p align=\"center\">"
+        for item in manuals:
+            resulttext = resulttext + "<li>" + item + ":" + str(
+                manuals[item]) + "\n </li>"
+        resulttext += "</p>"
+        result = {}
+        action = partner_obj.do_partner_print(partner_ids_to_print, data)
+        result['needprinting'] = needprinting
+        result['resulttext'] = Markup(resulttext)
+        result['action'] = action or {}
+        return result
+
+    def do_update_followup_level(self, to_update, partner_list, date):
+        for id in to_update.keys():
+            if to_update[id]['partner_id'] in partner_list:
+                self.env['account.move.line'].browse([int(id)]).write(
+                    {'followup_line_id': to_update[id]['level'],
+                     'followup_date': date})
+
+    def clear_manual_actions(self, partner_list):
+        partner_list_ids = [partner.partner_id.id for partner in self.env[
+            'followup.stat.by.partner'].browse(partner_list)]
+        ids = self.env['res.partner'].search(
+            ['&', ('id', 'not in', partner_list_ids), '|',
+             ('payment_responsible_id', '!=', False),
+             ('payment_next_action_date', '!=', False)])
+
+        partners_to_clear = []
+        for part in ids:
+            if not part.unreconciled_aml_ids:
+                partners_to_clear.append(part.id)
+                part.action_done()
+        return len(partners_to_clear)
+
+    def do_process(self):
+        context = dict(self.env.context or {})
+
+        tmp = self._get_partners_followp()
+        partner_list = tmp['partner_ids']
+        to_update = tmp['to_update']
+        date = self.date
+        data = self.read()[0]
+        data['followup_id'] = data['followup_id'][0]
+
+        self.do_update_followup_level(to_update, partner_list, date)
+        restot_context = context.copy()
+        restot = self.with_context(restot_context).process_partners(
+            partner_list, data)
+        context.update(restot_context)
+        nbactionscleared = self.clear_manual_actions(partner_list)
+        if nbactionscleared > 0:
+            restot['resulttext'] = restot['resulttext'] + "<li>" + _(
+                "%s partners have no credits and as such the "
+                "action is cleared") % (str(nbactionscleared)) + "</li>"
+        resource_id = self.env.ref(
+            'om_account_followup.view_om_account_followup_sending_results')
+        context.update({'description': restot['resulttext'],
+                        'needprinting': restot['needprinting'],
+                        'report_data': restot['action']})
+        return {
+            'name': _('Send Letters and Emails: Actions Summary'),
+            'view_type': 'form',
+            'context': context,
+            'view_mode': 'list,form',
+            'res_model': 'followup.sending.results',
+            'views': [(resource_id.id, 'form')],
+            'type': 'ir.actions.act_window',
+            'target': 'new',
+        }
+
+    def _get_msg(self):
+        return self.env.user.company_id.follow_up_msg
+
+    def _get_partners_followp(self):
+        data = self
+        company_id = data.company_id.id
+        context = self.env.context
+        self.env.cr.execute(
+            '''SELECT
+                    l.partner_id,
+                    l.followup_line_id,
+                    l.date_maturity,
+                    l.date, l.id
+                FROM account_move_line AS l
+                LEFT JOIN account_account AS a
+                ON (l.account_id=a.id)
+                WHERE (l.full_reconcile_id IS NULL)
+                AND a.account_type = 'asset_receivable'
+                AND (l.partner_id is NOT NULL)
+                AND (l.debit > 0)
+                AND (l.company_id = %s)
+                ORDER BY l.date''' % (company_id))
+        move_lines = self.env.cr.fetchall()
+        old = None
+        fups = {}
+        fup_id = 'followup_id' in context and context[
+            'followup_id'] or data.followup_id.id
+        date = 'date' in context and context['date'] or data.date
+        date = fields.Date.to_string(date)
+        current_date = datetime.date(*time.strptime(date, '%Y-%m-%d')[:3])
+        self.env.cr.execute(
+            '''SELECT *
+            FROM followup_line
+            WHERE followup_id=%s
+            ORDER BY delay''' % (fup_id,))
+
+        for result in self.env.cr.dictfetchall():
+            delay = datetime.timedelta(days=result['delay'])
+            fups[old] = (current_date - delay, result['id'])
+            old = result['id']
+
+        partner_list = []
+        to_update = {}
+
+        for partner_id, followup_line_id, date_maturity, date, id in \
+                move_lines:
+            if not partner_id:
+                continue
+            if followup_line_id not in fups:
+                continue
+            stat_line_id = partner_id * 10000 + company_id
+            if date_maturity:
+                date_maturity = fields.Date.to_string(date_maturity)
+                if date_maturity <= fups[followup_line_id][0].strftime(
+                        '%Y-%m-%d'):
+                    if stat_line_id not in partner_list:
+                        partner_list.append(stat_line_id)
+                    to_update[str(id)] = {'level': fups[followup_line_id][1],
+                                          'partner_id': stat_line_id}
+            elif date and date <= fups[followup_line_id][0]:
+                if stat_line_id not in partner_list:
+                    partner_list.append(stat_line_id)
+                to_update[str(id)] = {'level': fups[followup_line_id][1],
+                                      'partner_id': stat_line_id}
+        return {'partner_ids': partner_list, 'to_update': to_update}

addons/om_account_followup/wizard/followup_print_view.xml

@@ -0,0 +1,52 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="view_om_account_followup_print" model="ir.ui.view">
+            <field name="name">account.followup.print.form</field>
+            <field name="model">followup.print</field>
+            <field name="arch" type="xml">
+                <form string="Send follow-ups">
+                    <group col="4">
+                        <field name="date" groups="base.group_no_one"/>
+                        <field name="followup_id"
+                               groups="base.group_multi_company"/>
+                    </group>
+                    <p class="oe_grey">
+                        This action will send follow-up emails, print the
+                        letters and
+                        set the manual actions per customer, according to the
+                        follow-up levels defined.
+                    </p>
+                    <footer>
+                        <button name="do_process"
+                                string="Send emails and generate letters"
+                                type="object" class="oe_highlight"/>
+                        or
+                        <button string="Cancel" class="oe_link"
+                                special="cancel"/>
+                    </footer>
+                </form>
+            </field>
+        </record>
+
+        <record id="action_om_account_followup_print" model="ir.actions.act_window">
+            <field name="name">Send Follow-Ups</field>
+            <field name="res_model">followup.print</field>
+            <field name="view_mode">form</field>
+            <field name="target">new</field>
+        </record>
+
+        <menuitem id="menu_finance_followup" parent="account.menu_finance"
+                  name="Follow-Ups"
+                  groups="account.group_account_invoice"/>
+
+        <menuitem action="action_om_account_followup_print"
+                  id="om_account_followup_print_menu"
+                  parent="menu_finance_followup"
+                  name="Send Letters and Emails"
+                  groups="account.group_account_user,account.group_account_manager"
+                  sequence="2"/>
+
+    </data>
+</odoo>

addons/om_account_followup/wizard/followup_results.py

@@ -0,0 +1,21 @@
+from odoo import api, fields, models, _
+
+
+class FollowupSendingResults(models.TransientModel):
+    _name = 'followup.sending.results'
+    _description = 'Results from the sending of the different letters and emails'
+
+    def do_report(self):
+        return self.env.context.get('report_data')
+
+    def do_done(self):
+        return {}
+
+    def _get_description(self):
+        return self.env.context.get('description')
+
+    def _get_need_printing(self):
+        return self.env.context.get('needprinting')
+
+    description = fields.Html("Description", readonly=True, default=_get_description)
+    needprinting = fields.Boolean("Needs Printing", default=_get_need_printing)

addons/om_account_followup/wizard/followup_results_view.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="view_om_account_followup_sending_results" model="ir.ui.view">
+            <field name="name">followup.sending.results.form</field>
+            <field name="model">followup.sending.results</field>
+            <field name="arch" type="xml">
+                <form string="Summary of actions">
+                    <field name="description" class="oe_view_only"/>
+                    <footer>
+                        <field name="needprinting" invisible="1"/>
+                        <div invisible="not needprinting">
+                            <button name="do_report" string="Download Letters"
+                                    type="object" class="oe_highlight"/>
+                        </div>
+                        <div invisible="needprinting">
+                            <button name="do_done" string="Close" type="object"
+                                    class="oe_highlight"/>
+                        </div>
+                    </footer>
+                </form>
+            </field>
+        </record>
+
+    </data>
+</odoo>