2012-10-19 17:29:57 +00:00
<openerp >
<data >
<!-- followup of customers views
-->
2012-11-07 16:51:30 +00:00
<!-- Was specific view, not used anymore -->
2012-10-19 17:29:57 +00:00
2012-11-06 17:15:22 +00:00
<record id= "customer_followup_formgone" model= "ir.ui.view" >
2012-10-19 17:29:57 +00:00
<field name= "name" > eee</field>
<field name= "model" > res.partner</field>
<field name= "type" > form</field>
2012-10-22 08:59:42 +00:00
<field name= "priority" eval= "20" />
2012-10-19 17:29:57 +00:00
<field name= "arch" type= "xml" >
2012-10-31 11:29:07 +00:00
<form string= "Customer FollowUp form" version= "7.0" >
<group >
2012-10-22 08:59:42 +00:00
<field name= "name" />
2012-10-23 12:23:24 +00:00
<field name= "phone" />
2012-10-31 11:29:07 +00:00
<!-- <field name="sales" readonly="True"/> -->
2012-10-22 08:59:42 +00:00
</group>
2012-10-31 11:29:07 +00:00
<separator string= "Detail of accounts" />
<group >
<field name= "accountmoveline_ids" nolabel= "1" > <!-- domain="[('reconcile_id', '=', False)]" not necessary -->
2012-10-23 12:23:24 +00:00
<tree string= "Account Move line" editable= "bottom" >
<field name= "date" readonly= "True" />
2012-11-07 16:51:30 +00:00
<!-- <field name="move_id" readonly="True"/> -->
2012-10-23 12:23:24 +00:00
<field name= "ref" readonly= "True" />
2012-10-24 15:37:34 +00:00
<field name= "debit" readonly= "True" />
2012-10-23 12:23:24 +00:00
<field name= "credit" readonly= "True" />
<field name= "followup_date" readonly= "True" />
<field name= "followup_line_id" readonly= "True" />
<field name= "blocked" string= "Litigation" />
<field name= "payment_commitment" />
<field name= "payment_date" />
2012-10-31 11:29:07 +00:00
<!-- <field name="reconcile_id" invisible="True"/> -->
2012-10-24 15:37:34 +00:00
<field name= "reconcile_partial_id" readonly= "True" />
<field name= "invoice" />
2012-10-23 12:23:24 +00:00
</tree>
</field>
2012-10-31 11:29:07 +00:00
</group>
<newline />
<group >
<separator string= "Actions to be taken" />
2012-10-23 12:23:24 +00:00
<newline />
2012-10-31 11:29:07 +00:00
<group >
<field name= "payment_next_action" help= "Describes agreement with the client" />
<button name= "action_done" type= "object" string= "Follow-up Action Done" class= "oe_highlight" help= "This button will clear the action and the action date. " />
</group>
<group >
<field name= "payment_responsible_id" help= "The user who takes responsibility to follow it up. " />
2012-11-07 16:51:30 +00:00
<field name= "payment_next_action_date" />
2012-10-31 11:29:07 +00:00
</group>
</group>
<separator string= "Payment Followup Remarks" />
<newline />
<group >
2012-10-22 08:59:42 +00:00
<field name= "payment_note" />
2012-10-25 08:08:22 +00:00
<!-- <field name="payment_followup_level_id"/> -->
2012-11-12 17:38:57 +00:00
<field name= "latest_followup_level_id" />
2012-10-22 08:59:42 +00:00
<field name= "latest_followup_date" />
2012-10-24 15:37:34 +00:00
<field name= "next_followup_level_id" />
2012-10-22 08:59:42 +00:00
</group>
2012-10-19 17:29:57 +00:00
</form>
</field>
</record>
<record id= "customer_followup_tree" model= "ir.ui.view" >
<field name= "name" > ddd</field>
<field name= "model" > res.partner</field>
2012-10-24 15:37:34 +00:00
<!-- <field name="type">tree</field> -->
2012-10-22 08:59:42 +00:00
<field name= "priority" eval= "20" />
2012-10-19 17:29:57 +00:00
<field name= "arch" type= "xml" >
<tree string= "Customer Followup" >
2012-10-25 08:08:22 +00:00
<field name= "name" />
<!-- <field name="latest_followup_level_id"/>
<field name= "latest_followup_date" /> -->
<field name= "payment_next_action_date" />
2012-10-24 15:37:34 +00:00
<field name= "payment_next_action" />
2012-11-15 08:16:34 +00:00
<!-- Fields needed by inherited search view -->
<field name= "user_id" invisible= "1" />
<field name= "parent_id" invisible= "1" />
2012-10-25 08:08:22 +00:00
<!-- <field name="payment_note"/>
<field name= "phone" /> -->
2012-11-08 14:14:57 +00:00
<field name= "payment_amount_overdue" />
2012-10-24 15:37:34 +00:00
<field name= "payment_responsible_id" />
2012-10-25 08:08:22 +00:00
<!-- <field name="email"/> -->
2012-11-15 08:16:34 +00:00
<field name= "latest_followup_level_id" />
<field name= "latest_followup_date" />
2012-10-19 17:29:57 +00:00
</tree>
</field>
</record>
2012-11-15 08:16:34 +00:00
2012-11-06 17:15:22 +00:00
<record id= "customer_followup_search_view" model= "ir.ui.view" >
2012-11-15 08:16:34 +00:00
<field name= "name" > Search</field>
<field name= "model" > res.partner</field>
<field name= "type" > search</field>
<field name= "inherit_id" ref= "base.view_res_partner_filter" />
<field name= "arch" type= "xml" >
<search string= "Search Partner" position= "inside" >
<field name= "payment_next_action" />
<!-- <filter string="Actions to be taken with overdue amount" domain="['&', ('payment_amount_outstanding', '>', 0.0), ('payment_next_action_date', '<=', time.strftime('%%Y - %%m - %%d'))]"/>
<separator /> -->
<group string= "Follow-up" >
<filter string= "Partners with Credits" domain= "[('payment_amount_overdue', '>', 0.0)]" name= "credits" />
<separator />
<filter string= "Follow-ups to do" domain= "[('payment_next_action_date', '<=', time.strftime('%%Y-%%m-%%d'))]" name= "todo" />
<separator />
<!-- <filter string="Future follow - ups" domain="['&', ('payment_next_action', '!=', ''), ('payment_next_action_date', '>', time.strftime('%%Y - %%m - %%d'))]"/> -->
<separator />
<filter string= "No Responsible" domain= "[('payment_responsible_id', '=', False)]" />
<filter string= "My Follow-ups" domain= "[('payment_responsible_id','=', uid)]" />
</group>
<group expand= "1" string= "Group by" >
<filter string= "Responsible" context= "{'group_by':'payment_responsible_id'}" />
</group>
</search>
</field>
</record>
<record id= "customer_followup_search_view2" model= "ir.ui.view" >
2012-10-24 15:37:34 +00:00
<field name= "name" > Search</field>
<field name= "model" > res.partner</field>
<field name= "type" > search</field>
<field name= "arch" type= "xml" >
<search string= "Search view" >
2012-10-31 11:29:07 +00:00
2012-11-06 17:15:22 +00:00
<field name= "name" />
<field name= "payment_next_action" />
2012-10-31 11:29:07 +00:00
<!-- <filter string="Actions to be taken with overdue amount" domain="['&', ('payment_amount_outstanding', '>', 0.0), ('payment_next_action_date', '<=', time.strftime('%%Y - %%m - %%d'))]"/>
<separator /> -->
2012-11-08 14:14:57 +00:00
<filter string= "Overdue amount" domain= "[('payment_amount_overdue', '>', 0.0)]" />
2012-10-31 11:29:07 +00:00
<separator />
2012-11-15 08:16:34 +00:00
<filter string= "Follow-ups to do" domain= "[('payment_next_action_date', '<=', time.strftime('%%Y-%%m-%%d'))]" />
2012-10-31 11:29:07 +00:00
<separator />
2012-11-15 08:16:34 +00:00
<!-- filter string="Future follow - ups" domain="['&', ('payment_next_action', '!=', ''), ('payment_next_action_date', '>', time.strftime('%%Y - %%m - %%d'))]"/> -->
2012-10-31 11:29:07 +00:00
<separator />
2012-10-24 15:37:34 +00:00
<filter string= "Without responsible" domain= "[('payment_responsible_id', '=', False)]" />
<filter string= "I am responsible" domain= "[('payment_responsible_id','=', uid)]" />
2012-11-07 16:51:30 +00:00
<group expand= "1" string= "Group by" >
<filter string= "Responsible" context= "{'group_by':'payment_responsible_id'}" />
</group>
2012-10-24 15:37:34 +00:00
</search>
</field>
</record>
2012-10-19 17:29:57 +00:00
<record id= "action_customer_followup" model= "ir.actions.act_window" >
<field name= "name" > Customer Follow Up</field>
<field name= "view_id" ref= "customer_followup_tree" />
<field name= "res_model" > res.partner</field>
2012-10-22 08:59:42 +00:00
<field name= "view_type" > form</field>
<field name= "view_mode" > tree,form</field>
2012-11-15 08:16:34 +00:00
<!-- <field name="domain">[('payment_amount_overdue', '>', 0)]</field> --> <!-- ('customer', '=', True), ('latest_followup_date','!=', False) -->
<field name= "context" > {'search_default_todo': True, 'search_default_credits': True} </field>
2012-10-24 15:37:34 +00:00
<field name= "search_view_id" ref= "customer_followup_search_view" />
2012-10-19 17:29:57 +00:00
</record>
2012-10-31 11:29:07 +00:00
2012-11-06 17:15:22 +00:00
<!-- Inherited view -->
2012-10-31 11:29:07 +00:00
2012-11-06 17:15:22 +00:00
<record id= "view_partner_inherit_followup_form" model= "ir.ui.view" >
2012-10-31 11:29:07 +00:00
<field name= "name" > res.partner.followup.form.inherit</field>
<field name= "inherit_id" ref= "base.view_partner_form" />
<field name= "model" > res.partner</field>
2012-11-15 08:16:34 +00:00
<field eval= "[(4, ref('account.group_account_user'))]" name= "groups_id" /> <!-- or user? -->
<field name= "arch" type= "xml" >
2012-11-07 16:51:30 +00:00
<div name= "buttons" position= "inside" >
2012-11-15 08:16:34 +00:00
<button name= "do_button_print" type= "object" string= "Print Overdue Payments Report" help= "Print overdue payments report independent of follow-up line" attrs= "{'invisible':[('payment_amount_overdue', '<=', 0.0)]}" eval= "[(4, ref('account.group_account_user'))]" />
<button name= "do_button_mail" type= "object" string= "Send Overdue Email" help= "If not specified by the latest follow-up level, it will send from the default follow-up of overdue invoices template" attrs= "{'invisible':[('payment_amount_overdue', '<=', 0.0)]}" eval= "[(4, ref('account.group_account_user'))]" />
2012-11-07 16:51:30 +00:00
</div>
2012-11-06 17:15:22 +00:00
<page string= "Accounting" position= "before" version= "7.0" >
2012-11-15 08:16:34 +00:00
<page string= "Payments Follow-up" position= "inside" groups= "account.group_account_user" >
<div class = "oe_inline" >
<p attrs= "{'invisible':[('latest_followup_date','=', False)]}" class= "oe_inline" > The <field name= "latest_followup_date" /> , the latest level that was executed, was <field name= "latest_followup_level_id" class= "oe_inline" /> .
He still owns us a total amount of <field name= "payment_amount_overdue" />
</p>
<p attrs= "{'invisible':[('payment_next_action', '=', False)]}" > This is the action required now:</p>
</div>
<p class= "oe_inline" >
2012-11-06 17:15:22 +00:00
<field name= "payment_next_action_date" nolabel= "1" /> <label string= "-" attrs= "{'invisible': ['|', ('payment_next_action_date', '=', False), ('payment_next_action', '=', False)]}" />
<field name= "payment_next_action" class= "oe_inline" nolabel= "1" placeholder= "e.g. Give a phonecall, Check if he paid, ..." />
2012-11-15 08:16:34 +00:00
<field name= "payment_responsible_id" help= "The user who takes responsibility to follow it up. " class= "oe_inline" />
<button name= "action_done" type= "object" string= "Follow-up Action Done" help= "This button will clear the action and the action date. " />
</p>
<p class= "oe_grey" > <!-- maybe only when accountmovelines empty -->
By clicking on BLUBS, you can put an invoice as litigation. This means you are still in discussion about it
</p>
2012-11-06 17:15:22 +00:00
<group >
2012-11-15 08:16:34 +00:00
<field name= "accountmoveline_ids" nolabel= "1" context= "{'default_partner_id': active_id}" mode= "kanban" >
<!-- <tree string="Account Move line" editable="bottom" colors="red:date_maturity and date_maturity<current_date or date<current_date">
2012-11-06 17:15:22 +00:00
<field name= "date" readonly= "True" />
2012-11-15 08:16:34 +00:00
<field name= "move_id" readonly= "True" />
2012-11-06 17:15:22 +00:00
<field name= "blocked" string= "Litigation" />
2012-11-07 16:51:30 +00:00
<field name= "date_maturity" readonly= "True" />
2012-11-06 17:15:22 +00:00
<field name= "reconcile_partial_id" readonly= "True" />
2012-11-15 08:16:34 +00:00
<field name= "result" readonly= "True" />
</tree> -->
<kanban default_group_by= "followup_line_id" >
<field name= "followup_line_id" />
<field name= "result" />
<field name= "date_maturity" />
<field name= "blocked" />
<templates >
<t t-name= "kanban-box" >
<div t-attf-class= "oe_kanban_card oe_kanban_project oe_kanban_global_click" >
<div class= "oe_dropdown_toggle oe_dropdown_kanban" >
<span class= "oe_e" > í</span>
<ul class= "oe_dropdown_menu" >
<t t-if= "widget.view.is_action_enabled('edit')" > <li > <a type= "edit" > Account move line d</a> </li> </t>
<t t-if= "widget.view.is_action_enabled('delete')" > <li > <a type= "delete" > Delete</a> </li> </t>
</ul>
</div>
<div class= "oe_kanban_content" >
<h4 > <field name= "ref" /> </h4> <field name= "followup_line_id" />
<div class= "oe_kanban_footer_left" >
<span t-if= "record.date_maturity.raw_value" >
<span class= "oe_e" > N</span>
<field name= "date_maturity" />
<field name= "followup_date" />
</span>
</div>
</div>
</div>
</t>
</templates>
</kanban>
2012-11-06 17:15:22 +00:00
</field>
2012-11-15 08:16:34 +00:00
<field name= "payment_note" />
2012-11-06 17:15:22 +00:00
</group>
2012-10-31 11:29:07 +00:00
</page>
2012-11-06 17:15:22 +00:00
</page>
2012-10-31 11:29:07 +00:00
</field>
</record>
2012-11-15 08:16:34 +00:00
2012-11-06 17:15:22 +00:00
<!-- <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= "customer_followup_form" />
<field name= "act_window_id" ref= "action_customer_followup" />
</record> -->
2012-10-19 17:29:57 +00:00
2012-11-06 17:15:22 +00:00
<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>
2012-10-19 17:29:57 +00:00
<!-- Menus about followup of customers -->
2012-11-15 08:16:34 +00:00
<menuitem id= "account_followup_s" action= "action_customer_followup" parent= "menu_finance_followup" name= "Customer Follow-up" />
2012-10-19 17:29:57 +00:00
</data>
</openerp>
