addons/account_followup/account_followup_customers.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <!-- followup of customers views -->
   6
   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" create="false" delete="false">
  13                     <field name="display_name"/>
  14                     <field name="payment_next_action_date"/>
  15                     <field name="payment_next_action"/>
  16                     <field name="user_id" invisible="1"/>
  17                     <field name="country_id" invisible="1"/>
  18                     <field name="parent_id" invisible="1"/>
  19                     <field name="payment_responsible_id"/>
  20                     <field name="payment_earliest_due_date"/>
  21                     <field name="latest_followup_level_id"/>
  22                     <field name="payment_amount_overdue"/>
  23                     <field name="payment_amount_due" />
  24                 </tree>
  25             </field>
  26         </record>
  27
  28         <record id="view_partner_inherit_customer_followup_tree" model="ir.ui.view">
  29             <field name="name">res.partner.followup.inherit.tree</field>
  30             <field name="model">res.partner</field>
  31             <field name="inherit_id" ref="base.view_partner_tree"/>
  32             <field name="arch" type="xml">
  33                  <field name="display_name" position="after">
  34                      <field name="payment_responsible_id" invisible="1"/>
  35                      <field name="latest_followup_level_id" invisible="1"/>
  36                  </field>
  37              </field>
  38          </record>
  39
  40         <record id="customer_followup_search_view" model="ir.ui.view">
  41             <field name="name">Search</field>
  42             <field name="model">res.partner</field>
  43             <field name="inherit_id" ref="base.view_res_partner_filter"/>
  44             <field name="arch" type="xml">
  45                 <search string="Search Partner" position="inside">
  46                     <group string="Follow-up">
  47                         <filter string="Partners with Overdue Credits" domain="[('payment_amount_overdue', '>', 0.0)]" name="credits"/>
  48                         <separator/>
  49                         <filter string="Follow-ups To Do" domain="[('payment_next_action_date', '&lt;=', time.strftime('%%Y-%%m-%%d')), ('payment_amount_overdue', '>', 0.0)]" name="todo"/>
  50                         <separator/>
  51                         <filter string="No Responsible" domain="[('payment_responsible_id', '=', False)]"/>
  52                         <filter string="My Follow-ups" domain="[('payment_responsible_id','=', uid)]" name="my"/>
  53                     </group>
  54                     <group expand="1" string="Group By...">
  55                         <filter string="Follow-up Responsible" context="{'group_by':'payment_responsible_id'}"/>
  56                         <filter string="Followup Level" context="{'group_by':'latest_followup_level_id'}"/>
  57                     </group>
  58                 </search>
  59             </field>
  60         </record>
  61
  62
  63
  64         <record id="action_customer_followup" model="ir.actions.act_window">
  65             <field name="name">Manual Follow-Ups</field>
  66             <field name="view_id" ref="customer_followup_tree"/>
  67             <field name="res_model">res.partner</field>
  68             <field name="view_type">form</field>
  69             <field name="view_mode">tree,form</field>
  70             <field name="domain">[('payment_amount_due', '>', 0.0)]</field>
  71             <field name="context">{'Followupfirst':True, 'search_default_todo': True} </field>
  72             <field name="search_view_id" ref="customer_followup_search_view"/>
  73         </record>
  74
  75         <!--Inherited view -->
  76         <record id="view_partner_inherit_followup_form" model="ir.ui.view">
  77             <field name="name">res.partner.followup.form.inherit</field>
  78             <field name="inherit_id" ref="base.view_partner_form"/>
  79             <field name="model">res.partner</field>
  80             <field name="groups_id" eval="[(4, ref('account.group_account_invoice'))]"/>
  81             <field name="arch" type="xml" >
  82                 <page string="Accounting" position="before" version="7.0">
  83                     <page string="Payment Follow-up" groups="account.group_account_invoice" name="followup_tab">
  84                         <div class="oe_right oe_button_box" name="followup_button">
  85                             <button name="do_button_print" type="object" string="Print Overdue Payments" groups="account.group_account_user"
  86                                 help="Print overdue payments report independent of follow-up line" attrs="{'invisible':[('payment_amount_due', '&lt;=', 0.0)]}" />
  87                             <button name="do_partner_mail" type="object" string="Send Overdue Email" groups="account.group_account_user"
  88                                 help="If not specified by the latest follow-up level, it will send from the default email template" attrs="{'invisible':[('payment_amount_due', '&lt;=', 0.0)]}"/>
  89                         </div>
  90                         <p attrs="{'invisible':[('latest_followup_date','=', False)]}">
  91                             The <field name="latest_followup_date"  class = "oe_inline"/>, the latest payment follow-up
  92                             was: <field name="latest_followup_level_id" class="oe_inline"/>
  93                         </p>
  94                         <group>
  95                             <field name="payment_responsible_id" placeholder="Responsible of credit collection" class="oe_inline"/>
  96                             <label for="payment_next_action"/>
  97                             <div>
  98                                 <field name="payment_next_action_date" class="oe_inline"/>
  99                                 <button name="action_done" type="object" string="⇾ Mark as Done"
 100                                      help="Click to mark the action as done." class="oe_link"
 101                                      attrs="{'invisible':[('payment_next_action_date','=', False)]}"
 102                                      groups="account.group_account_user"/>
 103                                 <field name="payment_next_action" placeholder="Action to be taken e.g. Give a phonecall, Check if it's paid, ..."/>
 104                             </div>
 105                         </group>
 106                         <label for="payment_note" class="oe_edit_only"/>
 107                         <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."/>
 108                         <p class="oe_grey">
 109                             Below is the history of the transactions of this
 110                             customer. You can check "No Follow-up" in
 111                             order to exclude it from the next follow-up actions.
 112                         </p>
 113                         <field name="unreconciled_aml_ids">
 114                             <tree string="Account Move line" editable="bottom" create="false" delete="false" colors="red:(not date_maturity or date_maturity&lt;=current_date) and result&gt;0">
 115                                 <field name="date" readonly="True"/>
 116                                 <field name="company_id" readonly="True" groups="base.group_multi_company" />
 117                                 <field name="move_id" readonly="True"/>
 118                                 <field name="blocked"/>
 119                                 <field name="date_maturity" readonly="True"/>
 120                                 <field name="reconcile_partial_id" readonly="True"/>
 121                                 <field name="result" readonly="True"/>
 122                                 <field name="followup_line_id" invisible='1'/>
 123                             </tree>
 124                         </field>
 125                         <group class="oe_subtotal_footer oe_right">
 126                             <field name="payment_amount_due"/>
 127                         </group>
 128                         <div class="oe_clear"/>
 129                     </page>
 130                 </page>
 131             </field>
 132         </record>
 133
 134         <record id="action_view_customer_followup_form" model="ir.actions.act_window.view">
 135             <field name="sequence" eval="2"/>
 136             <field name="view_mode">form</field>
 137             <field name="view_id" ref="view_partner_inherit_followup_form"/>
 138             <field name="act_window_id" ref="action_customer_followup"/>
 139         </record>
 140         <record id="action_view_customer_followup_tree" model="ir.actions.act_window.view">
 141             <field name="sequence" eval="1"/>
 142             <field name="view_mode">tree</field>
 143             <field name="view_id" ref="customer_followup_tree"/>
 144             <field name="act_window_id" ref="action_customer_followup"/>
 145         </record>
 146
 147         <!-- Menus about followup of customers -->
 148         <menuitem id="account_followup_s" action="action_customer_followup"
 149             parent="menu_finance_followup" name="Do Manual Follow-Ups" sequence="3"/>
 150         <record id="action_customer_my_followup" model="ir.actions.act_window">
 151             <field name="name">My Follow-Ups</field>
 152             <field name="view_id" ref="customer_followup_tree"/>
 153             <field name="res_model">res.partner</field>
 154             <field name="view_type">form</field>
 155             <field name="view_mode">tree,form</field>
 156             <field name="domain">[('payment_amount_due', '>', 0.0)]</field>
 157             <field name="context">{'Followupfirst':True, 'search_default_todo': True, 'search_default_my': True} </field>
 158             <field name="search_view_id" ref="customer_followup_search_view"/>
 159         </record>
 160         <menuitem id="base.menu_sales_followup" parent="base.menu_base_partner" name="Payment Follow-up" groups="account.group_account_invoice" sequence="2"/>
 161         <menuitem id="menu_sale_followup" parent="base.menu_sales_followup" sequence="10"
 162                   action="action_customer_my_followup"  groups="account.group_account_invoice"/>
 163     </data>
 164 </openerp>