1 <?xml version="1.0" encoding="utf-8"?>
5 <!-- followup of customers views -->
7 <record id="customer_followup_tree" model="ir.ui.view">
8 <field name="name">res.partner.followup.inherit.tree</field>
9 <field name="model">res.partner</field>
10 <field name="priority" eval="20"/>
11 <field name="arch" type="xml">
12 <tree string="Customer Followup">
14 <field name="payment_next_action_date"/>
15 <field name="payment_next_action"/>
16 <field name="user_id" invisible="1"/>
17 <field name="parent_id" invisible="1"/>
18 <field name="payment_responsible_id"/>
19 <field name="payment_earliest_due_date"/>
20 <field name="payment_amount_overdue"/>
21 <field name="payment_amount_due" />
26 <record id="customer_followup_search_view" model="ir.ui.view">
27 <field name="name">Search</field>
28 <field name="model">res.partner</field>
29 <field name="inherit_id" ref="base.view_res_partner_filter"/>
30 <field name="arch" type="xml">
31 <search string="Search Partner" position="inside">
32 <group string="Follow-up">
33 <filter string="Partners with Overdue Credits" domain="[('payment_amount_overdue', '>', 0.0)]" name="credits"/>
35 <filter string="Follow-ups To Do" domain="[('payment_next_action_date', '<=', time.strftime('%%Y-%%m-%%d')), ('payment_amount_overdue', '>', 0.0)]" name="todo"/>
37 <filter string="No Responsible" domain="[('payment_responsible_id', '=', False)]"/>
38 <filter string="My Follow-ups" domain="[('payment_responsible_id','=', uid)]"/>
40 <group expand="1" string="Group By...">
41 <filter string="Responsible" context="{'group_by':'payment_responsible_id'}"/>
49 <record id="action_customer_followup" model="ir.actions.act_window">
50 <field name="name">Manual Follow-Ups</field>
51 <field name="view_id" ref="customer_followup_tree"/>
52 <field name="res_model">res.partner</field>
53 <field name="view_type">form</field>
54 <field name="view_mode">tree,form</field>
55 <field name="domain">[('payment_amount_due', '>', 0.0)]</field>
56 <field name="context">{'Followupfirst':True, 'search_default_todo': True} </field>
57 <field name="search_view_id" ref="customer_followup_search_view"/>
60 <!--Inherited view -->
61 <record id="view_partner_inherit_followup_form" model="ir.ui.view">
62 <field name="name">res.partner.followup.form.inherit</field>
63 <field name="inherit_id" ref="base.view_partner_form"/>
64 <field name="model">res.partner</field>
65 <field name="arch" type="xml" >
66 <page string="Accounting" position="before" version="7.0">
67 <page string="Payment Follow-up" groups="account.group_account_invoice" name="followup_tab">
68 <div class="oe_right oe_button_box" name="followup_button">
69 <button name="do_button_print" type="object" string="Print Overdue Payments" groups="account.group_account_user"
70 help="Print overdue payments report independent of follow-up line" attrs="{'invisible':[('payment_amount_due', '<=', 0.0)]}" />
71 <button name="do_partner_mail" type="object" string="Send Overdue Email" groups="account.group_account_user"
72 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)]}"/>
74 <p attrs="{'invisible':[('latest_followup_date','=', False)]}">
75 The <field name="latest_followup_date" class = "oe_inline"/>, the latest payment follow-up
76 was: <field name="latest_followup_level_id" class="oe_inline"/>
79 <field name="payment_responsible_id" placeholder="Responsible of credit collection" class="oe_inline"/>
80 <label for="payment_next_action"/>
82 <field name="payment_next_action_date" class="oe_inline"/>
83 <button name="action_done" type="object" string="⇾ Mark as Done"
84 help="Click to mark the action as done." class="oe_link"
85 attrs="{'invisible':[('payment_next_action_date','=', False)]}"
86 groups="base.group_partner_manager"/>
87 <field name="payment_next_action" placeholder="Action to be taken e.g. Give a phonecall, Check if it's paid, ..."/>
90 <label for="payment_note" class="oe_edit_only"/>
91 <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."/>
93 Below is the history of the transactions of this
94 customer. You can check "No Follow-up" in
95 order to exclude it from the next follow-up actions.
97 <field name="unreconciled_aml_ids">
98 <tree string="Account Move line" editable="bottom" create="false" delete="false" colors="red:(not date_maturity or date_maturity<=current_date) and result>0">
99 <field name="date" readonly="True"/>
100 <field name="company_id" readonly="True" groups="base.group_multi_company" />
101 <field name="move_id" readonly="True"/>
102 <field name="blocked"/>
103 <field name="date_maturity" readonly="True"/>
104 <field name="reconcile_partial_id" readonly="True"/>
105 <field name="result" readonly="True"/>
106 <field name="followup_line_id" invisible='1'/>
109 <group class="oe_subtotal_footer oe_right">
110 <field name="payment_amount_due"/>
112 <div class="oe_clear"/>
118 <record id="action_view_customer_followup_form" model="ir.actions.act_window.view">
119 <field name="sequence" eval="2"/>
120 <field name="view_mode">form</field>
121 <field name="view_id" ref="view_partner_inherit_followup_form"/>
122 <field name="act_window_id" ref="action_customer_followup"/>
124 <record id="action_view_customer_followup_tree" model="ir.actions.act_window.view">
125 <field name="sequence" eval="1"/>
126 <field name="view_mode">tree</field>
127 <field name="view_id" ref="customer_followup_tree"/>
128 <field name="act_window_id" ref="action_customer_followup"/>
131 <!-- Menus about followup of customers -->
132 <menuitem id="account_followup_s" action="action_customer_followup"
133 parent="menu_finance_followup" name="Do Manual Follow-Ups" sequence="3"/>