164 lines
9.9 KiB
XML
164 lines
9.9 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- followup of customers views -->
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<record id="customer_followup_tree" model="ir.ui.view">
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<field name="name">res.partner.followup.inherit.tree</field>
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<field name="model">res.partner</field>
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<field name="priority" eval="20"/>
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<field name="arch" type="xml">
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<tree string="Customer Followup" create="false" delete="false">
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<field name="display_name"/>
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<field name="payment_next_action_date"/>
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<field name="payment_next_action"/>
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<field name="user_id" invisible="1"/>
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<field name="country_id" invisible="1"/>
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<field name="parent_id" invisible="1"/>
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<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>
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</field>
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</record>
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<record id="view_partner_inherit_customer_followup_tree" model="ir.ui.view">
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<field name="name">res.partner.followup.inherit.tree</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_tree"/>
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<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"/>
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</field>
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</field>
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</record>
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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="inherit_id" ref="base.view_res_partner_filter"/>
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<field name="arch" type="xml">
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<search string="Search Partner" position="inside">
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<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/>
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<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>
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</search>
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<group string="Group By..." position="inside">
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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>
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</field>
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</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"/>
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<field name="res_model">res.partner</field>
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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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<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"/>
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</record>
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<!--Inherited view -->
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<record id="view_partner_inherit_followup_form" model="ir.ui.view">
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<field name="name">res.partner.followup.form.inherit</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<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">
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<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)]}">
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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>
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<group>
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<field name="payment_responsible_id" placeholder="Responsible of credit collection" class="oe_inline"/>
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<label for="payment_next_action"/>
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<div>
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<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"
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attrs="{'invisible':[('payment_next_action_date','=', False)]}"
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groups="account.group_account_user"/>
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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>
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</group>
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<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
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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">
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<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"/>
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<field name="reconcile_partial_id" readonly="True"/>
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<field name="result" readonly="True"/>
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<field name="followup_line_id" invisible='1'/>
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</tree>
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</field>
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<group class="oe_subtotal_footer oe_right">
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<field name="payment_amount_due"/>
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</group>
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<div class="oe_clear"/>
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</page>
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</page>
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</field>
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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="view_partner_inherit_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_s" action="action_customer_followup"
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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">
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<field name="name">My Follow-Ups</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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<field name="view_type">form</field>
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<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, 'search_default_my': True} </field>
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<field name="search_view_id" ref="customer_followup_search_view"/>
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</record>
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<menuitem id="base.menu_sales_followup" parent="base.menu_base_partner" name="Payment Follow-up" groups="account.group_account_invoice" sequence="2"/>
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<menuitem id="menu_sale_followup" parent="base.menu_sales_followup" sequence="10"
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action="action_customer_my_followup" groups="account.group_account_invoice"/>
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</data>
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</openerp>
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