2012-10-19 17:29:57 +00:00
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<openerp>
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<data>
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<!-- followup of customers views
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-->
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<record id="customer_followup_form" model="ir.ui.view">
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<field name="name">eee</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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2012-10-22 08:59:42 +00:00
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<field name="priority" eval="20"/>
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2012-10-19 17:29:57 +00:00
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<field name="arch" type="xml">
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<form string="Customer FollowUp form">
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2012-10-22 08:59:42 +00:00
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<group col="4" colspan="4">
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<field name="name"/>
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2012-10-23 12:23:24 +00:00
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<field name="phone" />
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2012-10-22 08:59:42 +00:00
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</group>
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2012-10-23 12:23:24 +00:00
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<separator string="Detail of accounts" />
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2012-10-24 15:37:34 +00:00
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<field name="accountmoveline_ids" nolabel="1" domain="[('reconcile_id', '=', False)]"> <!--domain does not work-->
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2012-10-23 12:23:24 +00:00
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<tree string="Account Move line" editable="bottom">
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<field name="date" readonly="True"/>
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<field name="move_id" readonly="True"/>
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<field name="ref" readonly="True"/>
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2012-10-24 15:37:34 +00:00
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<field name="debit" readonly="True"/>
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2012-10-23 12:23:24 +00:00
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<field name="credit" readonly="True"/>
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<field name="followup_date" readonly="True"/>
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<field name="followup_line_id" readonly="True"/>
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<field name="blocked" string="Litigation"/>
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<field name="payment_commitment"/>
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<field name="payment_date"/>
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2012-10-24 15:37:34 +00:00
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<field name="reconcile_id" invisible="True"/>
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<field name="reconcile_partial_id" readonly="True"/>
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<field name="invoice"/>
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2012-10-23 12:23:24 +00:00
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</tree>
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</field>
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<newline/>
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2012-10-24 15:37:34 +00:00
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<separator string="Payment Followup Remarks" colspan="4"/>
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<newline/>
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<group col="6" colspan="6">
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2012-10-25 08:08:22 +00:00
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<field name="payment_next_action"/>
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2012-10-22 08:59:42 +00:00
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<field name="payment_note"/>
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2012-10-24 15:37:34 +00:00
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<field name="payment_responsible_id"/>
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2012-10-25 08:08:22 +00:00
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<!--<field name="payment_followup_level_id"/>-->
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2012-10-23 12:23:24 +00:00
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<field name="latest_followup_level_id"/>
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2012-10-22 08:59:42 +00:00
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<field name="latest_followup_date"/>
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2012-10-24 15:37:34 +00:00
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<field name="next_followup_level_id"/>
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2012-10-25 08:08:22 +00:00
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<field name="payment_next_action_date"/>
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2012-10-22 08:59:42 +00:00
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</group>
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2012-10-19 17:29:57 +00:00
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</form>
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</field>
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</record>
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<record id="customer_followup_tree" model="ir.ui.view">
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<field name="name">ddd</field>
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<field name="model">res.partner</field>
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2012-10-24 15:37:34 +00:00
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<!--<field name="type">tree</field>-->
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2012-10-22 08:59:42 +00:00
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<field name="priority" eval="20"/>
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2012-10-19 17:29:57 +00:00
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<field name="arch" type="xml">
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<tree string="Customer Followup">
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2012-10-25 08:08:22 +00:00
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<field name="name"/>
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<!--<field name="latest_followup_level_id"/>
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<field name="latest_followup_date"/>-->
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<field name="payment_next_action_date"/>
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2012-10-24 15:37:34 +00:00
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<field name="payment_next_action"/>
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2012-10-25 08:08:22 +00:00
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<!--<field name="payment_note"/>
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<field name="phone"/>-->
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2012-10-30 11:05:21 +00:00
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<field name="payment_amount_outstanding"/>
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2012-10-24 15:37:34 +00:00
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<field name="payment_responsible_id"/>
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2012-10-25 08:08:22 +00:00
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<!--<field name="email"/>-->
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2012-10-26 11:06:21 +00:00
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<field name="next_followup_level_id"/>
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2012-10-25 08:08:22 +00:00
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<!-- <field name="latest_followup_date"/>-->
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2012-10-19 17:29:57 +00:00
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</tree>
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</field>
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</record>
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2012-10-24 15:37:34 +00:00
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<record id ="customer_followup_search_view" model="ir.ui.view">
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<field name="name">Search</field>
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<field name="model">res.partner</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search view">
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<filter string="Actions to be taken" domain="[('payment_next_action', '!=', '')]"/>
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<filter string="Follow-up sent" domain="[('latest_followup_level_id', '!=', '')]"/>
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<filter string="Without responsible" domain="[('payment_responsible_id', '=', False)]"/>
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<filter string="I am responsible" domain="[('payment_responsible_id','=', uid)]"/>
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</search>
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</field>
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</record>
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2012-10-19 17:29:57 +00:00
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<record id="action_customer_followup" model="ir.actions.act_window">
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<field name="name">Customer Follow Up</field>
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<field name="view_id" ref="customer_followup_tree"/>
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<field name="res_model">res.partner</field>
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2012-10-22 08:59:42 +00:00
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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2012-10-25 08:08:22 +00:00
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<field name="domain">[]</field> <!--('customer', '=', True), ('latest_followup_date','!=', False)-->
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2012-10-24 15:37:34 +00:00
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<field name="search_view_id" ref="customer_followup_search_view"/>
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2012-10-19 17:29:57 +00:00
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</record>
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<record id="action_view_customer_followup_form" model="ir.actions.act_window.view">
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<field name="sequence" eval="2"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="customer_followup_form"/>
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<field name="act_window_id" ref="action_customer_followup"/>
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</record>
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<record id="action_view_customer_followup_tree" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="customer_followup_tree"/>
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<field name="act_window_id" ref="action_customer_followup"/>
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</record>
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<!-- Menus about followup of customers -->
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<menuitem id="account_followup_" action="action_customer_followup" parent="account.menu_configuration_misc" name="Customer follow up"/>
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</data>
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</openerp>
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