addons/account_followup/account_followup_view.xml

   1 <openerp>
   2     <data>
   3
   4         <record id="view_account_followup_followup_line_tree" model="ir.ui.view">
   5             <field name="name">account_followup.followup.line.tree</field>
   6             <field name="model">account_followup.followup.line</field>
   7             <field name="arch" type="xml">
   8                 <tree string="Follow-up Steps" >
   9                     <field name="name"/>
  10                     <field name="delay"/>
  11                     <field name="send_email"/>
  12                     <field name="send_letter"/>
  13                     <field name="manual_action"/>
  14                 </tree>
  15             </field>
  16         </record>
  17
  18         <record id="view_account_followup_followup_line_form" model="ir.ui.view">
  19             <field name="name">account_followup.followup.line.form</field>
  20             <field name="model">account_followup.followup.line</field>
  21             <field name="arch" type="xml">
  22                 <form string="Follow-up Steps" version="7.0">
  23                     <label for="name" class="oe_edit_only"/>
  24                     <h1><field name="name"/></h1>
  25                     <div class="oe_inline">
  26                         After <field name="delay" class="oe_inline"/> days overdue, do the following actions:
  27                     </div>
  28                     <div>
  29                         <field name="manual_action" class="oe_inline"/>
  30                         <label for="manual_action"/>
  31                     </div><div>
  32                         <field name="send_email" class="oe_inline"/>
  33                         <label for="send_email"/>
  34                     </div><div>
  35                         <field name="send_letter" class="oe_inline"/>
  36                         <label for="send_letter"/>
  37                     </div>
  38
  39                     <group string="Manual Action" attrs="{'invisible': [('manual_action', '=', False)]}">
  40                        <field name="manual_action_responsible_id"/>
  41                        <field name="manual_action_note" attrs="{'required': [('manual_action', '&lt;&gt;', False)]}"
  42                             placeholder="e.g. Call the customer, check if it's paid, ..."/>
  43                     </group>
  44
  45                     <group string="Send an Email" attrs="{'invisible': [('send_email', '=', False)]}">
  46                         <field name="email_template_id" attrs="{'required': [('send_email', '&lt;&gt;', False)]}"/>
  47                     </group>
  48
  49                     <group string="Send a Letter" attrs="{'invisible': [('send_letter', '=', False)]}">
  50                         <p colspan="2" class="oe_grey">
  51                             Write here the introduction in the letter,
  52                             according to the level of the follow-up. You can
  53                             use the following keywords in the text. Don't
  54                             forget to translate in all languages you installed
  55                             using to top right icon.
  56                             <group class="oe_grey">
  57                                 <b>%%(partner_name)s</b>: Partner Name
  58                                 <b>%%(date)s</b>: Current Date
  59                                 <b>%%(user_signature)s</b>: User Name
  60                                 <b>%%(company_name)s</b>: User's Company Name
  61                             </group>
  62                         </p>
  63                         <field name="description" nolabel="1" colspan="2"/>
  64                     </group>
  65                 </form>
  66             </field>
  67         </record>
  68
  69         <record id="view_account_followup_followup_form" model="ir.ui.view">
  70             <field name="name">account_followup.followup.form</field>
  71             <field name="model">account_followup.followup</field>
  72             <field name="arch" type="xml">
  73                 <form string="Follow-up" version="7.0">
  74                     <h1><field name="company_id" widget="selection" class="oe_inline"/></h1>
  75                     <p class="oe_grey">
  76                         To remind customers of paying their invoices, you can
  77                         define different actions depending on how severely
  78                         overdue the customer is. These actions are bundled
  79                         into follow-up levels that are triggered when the due
  80                         date of an invoice has passed a certain
  81                         number of days. If there are other overdue invoices for the
  82                         same customer, the actions of the most
  83                         overdue invoice will be executed.
  84                     </p>
  85                     <field name="followup_line"/>
  86                 </form>
  87             </field>
  88         </record>
  89
  90         <record id="view_account_followup_followup_tree" model="ir.ui.view">
  91             <field name="name">account_followup.followup.tree</field>
  92             <field name="model">account_followup.followup</field>
  93             <field name="arch" type="xml">
  94                 <tree string="Follow-up">
  95                     <field name="company_id" />
  96                 </tree>
  97             </field>
  98         </record>
  99
 100         <record id="view_account_followup_filter" model="ir.ui.view">
 101             <field name="name">account.followup.select</field>
 102             <field name="model">account_followup.followup</field>
 103             <field name="arch" type="xml">
 104                 <search string="Search Follow-up">
 105                     <field name="company_id" groups="base.group_multi_company"/>
 106                 </search>
 107             </field>
 108         </record>
 109
 110         <record id="action_account_followup_definition_form" model="ir.actions.act_window">
 111             <field name="name">Payment Follow-ups</field>
 112             <field name="type">ir.actions.act_window</field>
 113             <field name="res_model">account_followup.followup</field>
 114             <field name="search_view_id" ref="view_account_followup_filter"/>
 115             <field name="view_type">form</field>
 116             <field name="help" type="html">
 117               <p class="oe_view_nocontent_create">
 118                 Click to define follow-up levels and their related actions.
 119               </p><p>
 120                 For each step, specify the actions to be taken and delay in days. It is
 121                 possible to use print and e-mail templates to send specific messages to
 122                 the customer.
 123               </p>
 124           </field>
 125         </record>
 126         <record id="action_account_manual_reconcile_receivable" model="ir.actions.act_window">
 127             <field name="name">Reconcile Invoices &amp; Payments</field>
 128             <field name="search_view_id" ref="view_account_followup_filter"/>
 129             <field name="context">{'search_default_unreconciled': 1,'view_mode':True}</field>
 130             <field name="domain">[('account_id.type', '=', 'receivable')]</field>
 131             <field name="res_model">account.move.line</field>
 132             <field name="view_id" ref="account.view_move_line_tree_reconcile"/>
 133             <field name="view_mode">tree_account_reconciliation</field>
 134             <field name="help" type="html">
 135                 <p>
 136                     No journal items found.
 137                 </p>
 138             </field>
 139         </record>
 140
 141         <menuitem
 142              name="Reconcile Invoices &amp; Payments"
 143              action="action_account_manual_reconcile_receivable"
 144              parent="menu_finance_followup"
 145              sequence="0"
 146              id="menu_manual_reconcile_followup"/>
 147
 148         <menuitem action="action_account_followup_definition_form" id="account_followup_menu" parent="account.menu_finance_configuration" name="Follow-up Levels"/>
 149         <report auto="False" id="account_followup_followup_report" menu="False" model="account_followup.followup" name="account_followup.followup.print" rml="account_followup/report/account_followup_print.rml" string="Follow-up Report"/>
 150
 151         <record id="account_move_line_partner_tree" model="ir.ui.view">
 152             <field name="name">account.move.line.partner.tree</field>
 153             <field name="model">account.move.line</field>
 154             <field eval="32" name="priority"/>
 155             <field name="arch" type="xml">
 156                 <tree colors="red:state == 'draft';black:state == 'validate'" editable="bottom" string="Partner entries">
 157                     <field name="date"/>
 158                     <field name="move_id"/>
 159                     <field name="ref"/>
 160                     <field name="name"/>
 161                     <field name="partner_id"/>
 162                     <field name="account_id"/>
 163                     <field name="followup_line_id"/>
 164                     <field name="followup_date"/>
 165                     <field name="debit" sum="Total debit"/>
 166                     <field name="credit" sum="Total credit"/>
 167                     <field name="state"/>
 168                     <field name="date_maturity"/>
 169                 </tree>
 170             </field>
 171         </record>
 172
 173         <record id="view_move_line_form" model="ir.ui.view">
 174             <field name="name">account.move.line.form.followup</field>
 175             <field name="model">account.move.line</field>
 176             <field name="inherit_id" ref="account.view_move_line_form"/>
 177             <field name="arch" type="xml">
 178                 <field name="date_created" position="after">
 179                     <field name="followup_line_id"/>
 180                     <field name="followup_date"/>
 181                 </field>
 182             </field>
 183         </record>
 184     </data>
 185 </openerp>