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">
  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">
  74                     <h1><field name="name"/></h1>
  75                     <label for="company_id" groups="base.group_multi_company"/>
  76                     <field name="company_id" widget="selection" class="oe_inline" groups="base.group_multi_company"/>
  77                     <p class="oe_grey">
  78                         To remind customers of paying their invoices, you can
  79                         define different actions depending on how severely
  80                         overdue the customer is. These actions are bundled
  81                         into follow-up levels that are triggered when the due
  82                         date of an invoice has passed a certain
  83                         number of days. If there are other overdue invoices for the
  84                         same customer, the actions of the most
  85                         overdue invoice will be executed.
  86                     </p>
  87                     <field name="followup_line"/>
  88                 </form>
  89             </field>
  90         </record>
  91
  92         <record id="view_account_followup_followup_tree" model="ir.ui.view">
  93             <field name="name">account_followup.followup.tree</field>
  94             <field name="model">account_followup.followup</field>
  95             <field name="arch" type="xml">
  96                 <tree string="Follow-up">
  97                     <field name="company_id" />
  98                 </tree>
  99             </field>
 100         </record>
 101
 102         <record id="view_account_followup_filter" model="ir.ui.view">
 103             <field name="name">account.followup.select</field>
 104             <field name="model">account_followup.followup</field>
 105             <field name="arch" type="xml">
 106                 <search string="Search Follow-up">
 107                     <field name="company_id" groups="base.group_multi_company"/>
 108                 </search>
 109             </field>
 110         </record>
 111
 112         <record id="action_account_followup_definition_form" model="ir.actions.act_window">
 113             <field name="name">Payment Follow-ups</field>
 114             <field name="type">ir.actions.act_window</field>
 115             <field name="res_model">account_followup.followup</field>
 116             <field name="search_view_id" ref="view_account_followup_filter"/>
 117             <field name="view_type">form</field>
 118             <field name="view_mode">tree,form</field>
 119             <field name="help" type="html">
 120               <p class="oe_view_nocontent_create">
 121                 Click to define follow-up levels and their related actions.
 122               </p><p>
 123                 For each step, specify the actions to be taken and delay in days. It is
 124                 possible to use print and e-mail templates to send specific messages to
 125                 the customer.
 126               </p>
 127           </field>
 128         </record>
 129
 130         <menuitem
 131              name="Reconcile Invoices &amp; Payments"
 132              action="account.action_account_manual_reconcile"
 133              parent="menu_finance_followup"
 134              sequence="0"
 135              id="menu_manual_reconcile_followup"/>
 136
 137        <menuitem id="account_followup_main_menu" parent="account.menu_finance_configuration" name="Follow-up"/>
 138
 139
 140         <menuitem action="action_account_followup_definition_form" id="account_followup_menu" parent="account_followup_main_menu" name="Follow-up Levels"/>
 141
 142         <record id="account_move_line_partner_tree" model="ir.ui.view">
 143             <field name="name">account.move.line.partner.tree</field>
 144             <field name="model">account.move.line</field>
 145             <field eval="32" name="priority"/>
 146             <field name="arch" type="xml">
 147                 <tree colors="red:state == 'draft';black:state == 'validate'" editable="bottom" string="Partner entries">
 148                     <field name="date"/>
 149                     <field name="move_id"/>
 150                     <field name="ref"/>
 151                     <field name="name"/>
 152                     <field name="partner_id"/>
 153                     <field name="account_id"/>
 154                     <field name="followup_line_id"/>
 155                     <field name="followup_date"/>
 156                     <field name="debit" sum="Total debit"/>
 157                     <field name="credit" sum="Total credit"/>
 158                     <field name="state"/>
 159                     <field name="date_maturity"/>
 160                 </tree>
 161             </field>
 162         </record>
 163
 164         <record id="view_move_line_form" model="ir.ui.view">
 165             <field name="name">account.move.line.form.followup</field>
 166             <field name="model">account.move.line</field>
 167             <field name="inherit_id" ref="account.view_move_line_form"/>
 168             <field name="arch" type="xml">
 169                 <field name="date_created" position="after">
 170                     <field name="followup_line_id"/>
 171                     <field name="followup_date"/>
 172                 </field>
 173             </field>
 174         </record>
 175     </data>
 176 </openerp>