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<?xml version="1.0" encoding="utf-8"?>
<openerp >
<data >
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<!-- followup of customers views -->
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<record id= "customer_followup_tree" model= "ir.ui.view" >
<field name= "name" > res.partner.followup.inherit.tree</field>
<field name= "model" > res.partner</field>
<field name= "priority" eval= "20" />
<field name= "arch" type= "xml" >
<tree string= "Customer Followup" >
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<field name= "display_name" />
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<field name= "payment_next_action_date" />
<field name= "payment_next_action" />
<field name= "user_id" invisible= "1" />
<field name= "parent_id" invisible= "1" />
<field name= "payment_responsible_id" />
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<field name= "payment_earliest_due_date" />
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<field name= "latest_followup_level_id" />
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<field name= "payment_amount_overdue" />
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<field name= "payment_amount_due" />
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</tree>
</field>
</record>
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<record id= "view_partner_inherit_customer_followup_tree" model= "ir.ui.view" >
<field name= "name" > res.partner.followup.inherit.tree</field>
<field name= "model" > res.partner</field>
<field name= "inherit_id" ref= "base.view_partner_tree" />
<field name= "arch" type= "xml" >
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<field name= "display_name" position= "after" >
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<field name= "payment_responsible_id" invisible= "1" />
</field>
</field>
</record>
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<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" >
<search string= "Search Partner" position= "inside" >
<group string= "Follow-up" >
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<filter string= "Partners with Overdue Credits" domain= "[('payment_amount_overdue', '>', 0.0)]" name= "credits" />
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<separator />
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<filter string= "Follow-ups To Do" domain= "[('payment_next_action_date', '<=', time.strftime('%%Y-%%m-%%d')), ('payment_amount_overdue', '>', 0.0)]" name= "todo" />
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<separator />
<filter string= "No Responsible" domain= "[('payment_responsible_id', '=', False)]" />
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<filter string= "My Follow-ups" domain= "[('payment_responsible_id','=', uid)]" name= "my" />
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</group>
<group expand= "1" string= "Group By..." >
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<filter string= "Follow-up Responsible" context= "{'group_by':'payment_responsible_id'}" />
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<filter string= "Followup Level" context= "{'group_by':'latest_followup_level_id'}" />
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</group>
</search>
</field>
</record>
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<record id= "action_customer_followup" model= "ir.actions.act_window" >
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<field name= "name" > Manual Follow-Ups</field>
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<field name= "view_id" ref= "customer_followup_tree" />
<field name= "res_model" > res.partner</field>
<field name= "view_type" > form</field>
<field name= "view_mode" > tree,form</field>
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<field name= "domain" > [('payment_amount_due', '>', 0.0)]</field>
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<field name= "context" > {'Followupfirst':True, 'search_default_todo': True} </field>
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<field name= "search_view_id" ref= "customer_followup_search_view" />
</record>
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<!-- Inherited view -->
<record id= "view_partner_inherit_followup_form" model= "ir.ui.view" >
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<field name= "name" > res.partner.followup.form.inherit</field>
<field name= "inherit_id" ref= "base.view_partner_form" />
<field name= "model" > res.partner</field>
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<field name= "groups_id" eval= "[(4, ref('account.group_account_invoice'))]" />
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<field name= "arch" type= "xml" >
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<page string= "Accounting" position= "before" version= "7.0" >
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<page string= "Payment Follow-up" groups= "account.group_account_invoice" name= "followup_tab" >
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<div class= "oe_right oe_button_box" name= "followup_button" >
<button name= "do_button_print" type= "object" string= "Print Overdue Payments" groups= "account.group_account_user"
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help="Print overdue payments report independent of follow-up line" attrs="{'invisible':[('payment_amount_due', '< =', 0.0)]}" />
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<button name= "do_partner_mail" type= "object" string= "Send Overdue Email" groups= "account.group_account_user"
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help="If not specified by the latest follow-up level, it will send from the default email template" attrs="{'invisible':[('payment_amount_due', '< =', 0.0)]}"/>
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</div>
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<p attrs= "{'invisible':[('latest_followup_date','=', False)]}" >
The <field name= "latest_followup_date" class = "oe_inline" /> , the latest payment follow-up
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was: <field name= "latest_followup_level_id" class= "oe_inline" />
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</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" />
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<button name= "action_done" type= "object" string= "⇾ Mark as Done"
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help="Click to mark the action as done." class="oe_link"
attrs="{'invisible':[('payment_next_action_date','=', False)]}"
groups="base.group_partner_manager"/>
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<field name= "payment_next_action" placeholder= "Action to be taken e.g. Give a phonecall, Check if it's paid, ..." />
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</div>
</group>
<label for= "payment_note" class= "oe_edit_only" />
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<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." />
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<p class= "oe_grey" >
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Below is the history of the transactions of this
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customer. You can check "No Follow-up" in
order to exclude it from the next follow-up actions.
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</p>
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<field name= "unreconciled_aml_ids" >
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<tree string= "Account Move line" editable= "bottom" create= "false" delete= "false" colors= "red:(not date_maturity or date_maturity<=current_date) and result>0" >
<field name= "date" readonly= "True" />
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<field name= "company_id" readonly= "True" groups= "base.group_multi_company" />
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<field name= "move_id" readonly= "True" />
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<field name= "blocked" />
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<field name= "date_maturity" readonly= "True" />
<field name= "reconcile_partial_id" readonly= "True" />
<field name= "result" readonly= "True" />
<field name= "followup_line_id" invisible= '1' />
</tree>
</field>
<group class= "oe_subtotal_footer oe_right" >
<field name= "payment_amount_due" />
</group>
<div class= "oe_clear" />
</page>
</page>
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</field>
</record>
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<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" > tree</field>
<field name= "view_id" ref= "customer_followup_tree" />
<field name= "act_window_id" ref= "action_customer_followup" />
</record>
<!-- Menus about followup of customers -->
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<menuitem id= "account_followup_s" action= "action_customer_followup"
parent="menu_finance_followup" name="Do Manual Follow-Ups" sequence="3"/>
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<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_type" > form</field>
<field name= "view_mode" > tree,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= "base.menu_sales_followup" parent= "base.menu_base_partner" name= "Payment Follow-up" groups= "account.group_account_invoice" sequence= "2" />
<menuitem id= "menu_sale_followup" parent= "base.menu_sales_followup" sequence= "10"
action="action_customer_my_followup" groups="account.group_account_invoice"/>
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</data>
</openerp>