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" create="false" delete="false">
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="payment_amount_overdue"/>
22 <field name="payment_amount_due" />
27 <record id="view_partner_inherit_customer_followup_tree" model="ir.ui.view">
28 <field name="name">res.partner.followup.inherit.tree</field>
29 <field name="model">res.partner</field>
30 <field name="inherit_id" ref="base.view_partner_tree"/>
31 <field name="arch" type="xml">
32 <field name="name" position="after">
33 <field name="payment_responsible_id" invisible="1"/>
38 <record id="customer_followup_search_view" model="ir.ui.view">
39 <field name="name">Search</field>
40 <field name="model">res.partner</field>
41 <field name="inherit_id" ref="base.view_res_partner_filter"/>
42 <field name="arch" type="xml">
43 <search string="Search Partner" position="inside">
44 <group string="Follow-up">
45 <filter string="Partners with Overdue Credits" domain="[('payment_amount_overdue', '>', 0.0)]" name="credits"/>
47 <filter string="Follow-ups To Do" domain="[('payment_next_action_date', '<=', time.strftime('%%Y-%%m-%%d')), ('payment_amount_overdue', '>', 0.0)]" name="todo"/>
49 <filter string="No Responsible" domain="[('payment_responsible_id', '=', False)]"/>
50 <filter string="My Follow-ups" domain="[('payment_responsible_id','=', uid)]" name="my"/>
52 <group expand="1" string="Group By...">
53 <filter string="Follow-up Responsible" context="{'group_by':'payment_responsible_id'}"/>
61 <record id="action_customer_followup" model="ir.actions.act_window">
62 <field name="name">Manual Follow-Ups</field>
63 <field name="view_id" ref="customer_followup_tree"/>
64 <field name="res_model">res.partner</field>
65 <field name="view_type">form</field>
66 <field name="view_mode">tree,form</field>
67 <field name="domain">[('payment_amount_due', '>', 0.0)]</field>
68 <field name="context">{'Followupfirst':True, 'search_default_todo': True} </field>
69 <field name="search_view_id" ref="customer_followup_search_view"/>
72 <!--Inherited view -->
73 <record id="view_partner_inherit_followup_form" model="ir.ui.view">
74 <field name="name">res.partner.followup.form.inherit</field>
75 <field name="inherit_id" ref="base.view_partner_form"/>
76 <field name="model">res.partner</field>
77 <field name="groups_id" eval="[(4, ref('account.group_account_invoice'))]"/>
78 <field name="arch" type="xml" >
79 <page string="Accounting" position="before" version="7.0">
80 <page string="Payment Follow-up" groups="account.group_account_invoice" name="followup_tab">
81 <div class="oe_right oe_button_box" name="followup_button">
82 <button name="do_button_print" type="object" string="Print Overdue Payments" groups="account.group_account_user"
83 help="Print overdue payments report independent of follow-up line" attrs="{'invisible':[('payment_amount_due', '<=', 0.0)]}" />
84 <button name="do_partner_mail" type="object" string="Send Overdue Email" groups="account.group_account_user"
85 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)]}"/>
87 <p attrs="{'invisible':[('latest_followup_date','=', False)]}">
88 The <field name="latest_followup_date" class = "oe_inline"/>, the latest payment follow-up
89 was: <field name="latest_followup_level_id" class="oe_inline"/>
92 <field name="payment_responsible_id" placeholder="Responsible of credit collection" class="oe_inline"/>
93 <label for="payment_next_action"/>
95 <field name="payment_next_action_date" class="oe_inline"/>
96 <button name="action_done" type="object" string="⇾ Mark as Done"
97 help="Click to mark the action as done." class="oe_link"
98 attrs="{'invisible':[('payment_next_action_date','=', False)]}"
99 groups="account.group_account_user"/>
100 <field name="payment_next_action" placeholder="Action to be taken e.g. Give a phonecall, Check if it's paid, ..."/>
103 <label for="payment_note" class="oe_edit_only"/>
104 <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."/>
106 Below is the history of the transactions of this
107 customer. You can check "No Follow-up" in
108 order to exclude it from the next follow-up actions.
110 <field name="unreconciled_aml_ids">
111 <tree string="Account Move line" editable="bottom" create="false" delete="false" colors="red:(not date_maturity or date_maturity<=current_date) and result>0">
112 <field name="date" readonly="True"/>
113 <field name="company_id" readonly="True" groups="base.group_multi_company" />
114 <field name="move_id" readonly="True"/>
115 <field name="blocked"/>
116 <field name="date_maturity" readonly="True"/>
117 <field name="reconcile_partial_id" readonly="True"/>
118 <field name="result" readonly="True"/>
119 <field name="followup_line_id" invisible='1'/>
122 <group class="oe_subtotal_footer oe_right">
123 <field name="payment_amount_due"/>
125 <div class="oe_clear"/>
131 <record id="action_view_customer_followup_form" model="ir.actions.act_window.view">
132 <field name="sequence" eval="2"/>
133 <field name="view_mode">form</field>
134 <field name="view_id" ref="view_partner_inherit_followup_form"/>
135 <field name="act_window_id" ref="action_customer_followup"/>
137 <record id="action_view_customer_followup_tree" model="ir.actions.act_window.view">
138 <field name="sequence" eval="1"/>
139 <field name="view_mode">tree</field>
140 <field name="view_id" ref="customer_followup_tree"/>
141 <field name="act_window_id" ref="action_customer_followup"/>
144 <!-- Menus about followup of customers -->
145 <menuitem id="account_followup_s" action="action_customer_followup"
146 parent="menu_finance_followup" name="Do Manual Follow-Ups" sequence="3"/>
147 <record id="action_customer_my_followup" model="ir.actions.act_window">
148 <field name="name">My Follow-Ups</field>
149 <field name="view_id" ref="customer_followup_tree"/>
150 <field name="res_model">res.partner</field>
151 <field name="view_type">form</field>
152 <field name="view_mode">tree,form</field>
153 <field name="domain">[('payment_amount_due', '>', 0.0)]</field>
154 <field name="context">{'Followupfirst':True, 'search_default_todo': True, 'search_default_my': True} </field>
155 <field name="search_view_id" ref="customer_followup_search_view"/>
157 <menuitem id="base.menu_sales_followup" parent="base.menu_base_partner" name="Payment Follow-up" groups="account.group_account_invoice" sequence="2"/>
158 <menuitem id="menu_sale_followup" parent="base.menu_sales_followup" sequence="10"
159 action="action_customer_my_followup" groups="account.group_account_invoice"/>