177 lines
8.5 KiB
XML
177 lines
8.5 KiB
XML
<openerp>
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<data>
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<record id="view_account_followup_followup_line_tree" model="ir.ui.view">
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<field name="name">account_followup.followup.line.tree</field>
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<field name="model">account_followup.followup.line</field>
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<field name="arch" type="xml">
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<tree string="Follow-up Steps" >
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<field name="name"/>
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<field name="delay"/>
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<field name="send_email"/>
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<field name="send_letter"/>
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<field name="manual_action"/>
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</tree>
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</field>
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</record>
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<record id="view_account_followup_followup_line_form" model="ir.ui.view">
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<field name="name">account_followup.followup.line.form</field>
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<field name="model">account_followup.followup.line</field>
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<field name="arch" type="xml">
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<form string="Follow-up Steps" version="7.0">
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<label for="name" class="oe_edit_only"/>
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<h1><field name="name"/></h1>
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<div class="oe_inline">
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After <field name="delay" class="oe_inline"/> days overdue, do the following actions:
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</div>
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<div>
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<field name="manual_action" class="oe_inline"/>
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<label for="manual_action"/>
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</div><div>
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<field name="send_email" class="oe_inline"/>
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<label for="send_email"/>
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</div><div>
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<field name="send_letter" class="oe_inline"/>
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<label for="send_letter"/>
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</div>
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<group string="Manual Action" attrs="{'invisible': [('manual_action', '=', False)]}">
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<field name="manual_action_responsible_id"/>
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<field name="manual_action_note" attrs="{'required': [('manual_action', '<>', False)]}"
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placeholder="e.g. Call the customer, check if it's paid, ..."/>
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</group>
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<group string="Send an Email" attrs="{'invisible': [('send_email', '=', False)]}">
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<field name="email_template_id" attrs="{'required': [('send_email', '<>', False)]}"/>
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</group>
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<group string="Send a Letter" attrs="{'invisible': [('send_letter', '=', False)]}">
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<p colspan="2" class="oe_grey">
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Write here the introduction in the letter,
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according to the level of the follow-up. You can
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use the following keywords in the text. Don't
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forget to translate in all languages you installed
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using to top right icon.
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<group class="oe_grey">
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<b>%%(partner_name)s</b>: Partner Name
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<b>%%(date)s</b>: Current Date
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<b>%%(user_signature)s</b>: User Name
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<b>%%(company_name)s</b>: User's Company Name
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</group>
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</p>
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<field name="description" nolabel="1" colspan="2"/>
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</group>
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</form>
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</field>
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</record>
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<record id="view_account_followup_followup_form" model="ir.ui.view">
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<field name="name">account_followup.followup.form</field>
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<field name="model">account_followup.followup</field>
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<field name="arch" type="xml">
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<form string="Follow-up" version="7.0">
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<h1><field name="name"/></h1>
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<label for="company_id" groups="base.group_multi_company"/>
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<field name="company_id" widget="selection" class="oe_inline" groups="base.group_multi_company"/>
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<p class="oe_grey">
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To remind customers of paying their invoices, you can
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define different actions depending on how severely
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overdue the customer is. These actions are bundled
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into follow-up levels that are triggered when the due
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date of an invoice has passed a certain
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number of days. If there are other overdue invoices for the
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same customer, the actions of the most
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overdue invoice will be executed.
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</p>
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<field name="followup_line"/>
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</form>
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</field>
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</record>
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<record id="view_account_followup_followup_tree" model="ir.ui.view">
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<field name="name">account_followup.followup.tree</field>
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<field name="model">account_followup.followup</field>
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<field name="arch" type="xml">
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<tree string="Follow-up">
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<field name="company_id" />
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</tree>
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</field>
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</record>
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<record id="view_account_followup_filter" model="ir.ui.view">
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<field name="name">account.followup.select</field>
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<field name="model">account_followup.followup</field>
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<field name="arch" type="xml">
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<search string="Search Follow-up">
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<field name="company_id" groups="base.group_multi_company"/>
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</search>
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</field>
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</record>
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<record id="action_account_followup_definition_form" model="ir.actions.act_window">
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<field name="name">Payment Follow-ups</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">account_followup.followup</field>
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<field name="search_view_id" ref="view_account_followup_filter"/>
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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="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define follow-up levels and their related actions.
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</p><p>
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For each step, specify the actions to be taken and delay in days. It is
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possible to use print and e-mail templates to send specific messages to
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the customer.
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</p>
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</field>
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</record>
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<menuitem
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name="Reconcile Invoices & Payments"
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action="account.action_account_manual_reconcile"
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parent="menu_finance_followup"
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sequence="0"
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id="menu_manual_reconcile_followup"/>
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<menuitem id="account_followup_main_menu" parent="account.menu_finance_configuration" name="Follow-up"/>
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<menuitem action="action_account_followup_definition_form" id="account_followup_menu" parent="account_followup_main_menu" name="Follow-up Levels"/>
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<record id="account_move_line_partner_tree" model="ir.ui.view">
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<field name="name">account.move.line.partner.tree</field>
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<field name="model">account.move.line</field>
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<field eval="32" name="priority"/>
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<field name="arch" type="xml">
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<tree colors="red:state == 'draft';black:state == 'validate'" editable="bottom" string="Partner entries">
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<field name="date"/>
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<field name="move_id"/>
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<field name="ref"/>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="account_id"/>
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<field name="followup_line_id"/>
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<field name="followup_date"/>
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<field name="debit" sum="Total debit"/>
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<field name="credit" sum="Total credit"/>
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<field name="state"/>
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<field name="date_maturity"/>
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</tree>
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</field>
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</record>
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<record id="view_move_line_form" model="ir.ui.view">
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<field name="name">account.move.line.form.followup</field>
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<field name="model">account.move.line</field>
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<field name="inherit_id" ref="account.view_move_line_form"/>
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<field name="arch" type="xml">
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<field name="date_created" position="after">
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<field name="followup_line_id"/>
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<field name="followup_date"/>
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</field>
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</field>
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</record>
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</data>
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</openerp>
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