1 <?xml version="1.0" encoding="utf-8"?>
5 <record id="view_account_followup_followup_line_tree" model="ir.ui.view">
6 <field name="name">account_followup.followup.line.tree</field>
7 <field name="model">account_followup.followup.line</field>
8 <field name="type">tree</field>
9 <field name="arch" type="xml">
10 <tree string="Follow-Up Lines">
13 <field name="start" groups="base.group_extended"/>
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="type">form</field>
22 <field name="arch" type="xml">
23 <form string="Follow-Up Lines">
24 <group col="6" colspan="4">
26 <field name="delay" />
27 <field name="start" groups="base.group_extended"/>
30 <separator string="Message" colspan="4"/>
31 <field colspan="4" name="description" nolabel="1"/>
32 <separator string="Legend" colspan="4"/>
33 <label string="%%(partner_name)s: Partner Name" colspan="2"/>
34 <label string="%%(date)s: Current Date" colspan="2"/>
35 <label string="%%(user_signature)s: User Name" colspan="2"/>
36 <label string="%%(company_name)s: User's Company Name" colspan="2"/>
41 <record id="view_account_followup_followup_form" model="ir.ui.view">
42 <field name="name">account_followup.followup.form</field>
43 <field name="model">account_followup.followup</field>
44 <field name="type">form</field>
45 <field name="arch" type="xml">
46 <form string="Follow-Up">
48 <field name="company_id" widget="selection" groups="base.group_multi_company"/>
49 <separator colspan="4" string="" />
50 <field colspan="4" name="followup_line" nolabel="1"/>
55 <record id="view_account_followup_followup_tree" model="ir.ui.view">
56 <field name="name">account_followup.followup.tree</field>
57 <field name="model">account_followup.followup</field>
58 <field name="type">tree</field>
59 <field name="arch" type="xml">
60 <tree string="Follow-Up">
62 <field name="company_id" groups="base.group_multi_company"/>
67 <record id="view_account_followup_filter" model="ir.ui.view">
68 <field name="name">account.followup.select</field>
69 <field name="model">account_followup.followup</field>
70 <field name="type">search</field>
71 <field name="arch" type="xml">
72 <search string="Search Followup">
73 <group col="10" colspan="4">
75 <field name="company_id" widget="selection" groups="base.group_multi_company"/>
78 <group expand="0" string="Group By...">
79 <filter string="Company" icon="terp-go-home" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
85 <record id="action_account_followup_definition_form" model="ir.actions.act_window">
86 <field name="name">Follow-Ups</field>
87 <field name="type">ir.actions.act_window</field>
88 <field name="res_model">account_followup.followup</field>
89 <field name="search_view_id" ref="view_account_followup_filter"/>
90 <field name="view_type">form</field>
91 <field name="help">Define follow up levels and their related messages and delay. For each step, specify the message and the day of delay. Use the legend to know the using code to adapt the email content to the good context (good name, good date) and you can manage the multi language of messages.</field>
93 <menuitem action="action_account_followup_definition_form" id="account_followup_menu"
94 parent="account.menu_configuration_misc"/>
96 <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="Followup Report"/>
98 <record id="account_move_line_partner_tree" model="ir.ui.view">
99 <field name="name">account.move.line.partner.tree</field>
100 <field name="model">account.move.line</field>
101 <field name="type">tree</field>
102 <field eval="32" name="priority"/>
103 <field name="arch" type="xml">
104 <tree colors="red:state in ('draft');black:state in ('validate')" editable="bottom" string="Partner entries">
106 <field name="move_id"/>
109 <field name="partner_id"/>
110 <field name="account_id"/>
111 <field name="followup_line_id"/>
112 <field name="followup_date"/>
113 <field name="debit" sum="Total debit"/>
114 <field name="credit" sum="Total credit"/>
115 <field name="state"/>
116 <field name="date_maturity"/>
121 <record id="view_move_line_form" model="ir.ui.view">
122 <field name="name">account.move.line.form.followup</field>
123 <field name="model">account.move.line</field>
124 <field name="inherit_id" ref="account.view_move_line_form"/>
125 <field name="arch" type="xml">
126 <field name="date_created" position="after">
127 <field name="followup_line_id"/>
128 <field name="followup_date"/>
133 <record id="view_move_line_tree" model="ir.ui.view">
134 <field name="name">account.move.line.tree.followup</field>
135 <field name="model">account.move.line</field>
136 <field name="inherit_id" ref="account.view_move_line_tree"/>
137 <field name="arch" type="xml">
138 <field name="state" position="before">
139 <field name="followup_date"/>
140 <field name="followup_line_id"/>
146 domain="[('reconcile_id', '=', False),('account_id.type','=','receivable')]"
147 id="act_account_partner_account_move_all"
148 name="Receivable Items"
149 res_model="account.move.line"
151 view_id="account_move_line_partner_tree"/>
153 <!--<menuitem action="act_account_partner_account_move_all" id="menu_account_move_open_unreconcile" parent="account_followup.menu_action_followup_stat"/> -->
156 domain="[('reconcile_id', '=', False), ('account_id.type','=','payable')]"
157 id="act_account_partner_account_move_payable_all"
159 res_model="account.move.line"
161 view_id="account_move_line_partner_tree"/>
163 <!-- <menuitem action="act_account_partner_account_move_payable_all" id="menu_account_move_open_unreconcile_payable" parent="account_followup.menu_action_followup_stat"/> -->
165 <record model="ir.ui.view" id="view_company_inherit_followup_form">
166 <field name="name">res.company.followup.form.inherit</field>
167 <field name="inherit_id" ref="account.view_company_inherit_form"/>
168 <field name="model">res.company</field>
169 <field name="type">form</field>
170 <field name="arch" type="xml">
171 <field name="overdue_msg" nolabel="1" colspan ="4" position="after">
172 <field name="follow_up_msg" nolabel="1" colspan ="4"/>
173 <separator string="Follow-up Message" colspan="4"/>
178 <!-- Configure Follow-Ups Wizard -->
180 <record id="action_view_account_followup_followup_form" model="ir.actions.act_window">
181 <field name="name">Configure Follow-Ups</field>
182 <field name="type">ir.actions.act_window</field>
183 <field name="res_model">account_followup.followup</field>
184 <field name="view_type">form</field>
185 <field name="view_mode">form,tree</field>
186 <field name="view_id" ref="view_account_followup_followup_form"/>
189 <!-- register configuration wizard -->
190 <record id="config_wizard_view_account_followup_followup_form" model="ir.actions.todo">
191 <field name="action_id" ref="action_view_account_followup_followup_form"/>
192 <field name="category_id" ref="account.category_accounting_configuration"/>
193 <field name="target">current</field>
194 <field name="type">normal</field>
195 <field name="state">skip</field>