[WIP] Adding search filters and changing amount to overdue amount
[odoo/odoo.git] / addons / account_followup / account_followup_view.xml
index 326264f..5fd4487 100644 (file)
@@ -1,17 +1,15 @@
-<?xml version="1.0" encoding="utf-8"?>
 <openerp>
     <data>
 
         <record id="view_account_followup_followup_line_tree" model="ir.ui.view">
             <field name="name">account_followup.followup.line.tree</field>
             <field name="model">account_followup.followup.line</field>
-            <field name="type">tree</field>
             <field name="arch" type="xml">
-                <tree string="Follow-Up Lines">
-                    <field name="sequence"/>
+                <tree string="Follow-up Steps">
                     <field name="name"/>
                     <field name="delay"/>
                     <field name="start"/>
+
                 </tree>
             </field>
         </record>
         <record id="view_account_followup_followup_line_form" model="ir.ui.view">
             <field name="name">account_followup.followup.line.form</field>
             <field name="model">account_followup.followup.line</field>
-            <field name="type">form</field>
             <field name="arch" type="xml">
-                <form string="Follow-Up Lines">
-                    <field name="sequence"/>
-                    <field name="name" />
-                    <field name="delay" />
-                    <field name="start" />
-                    <newline/>
-                    <field colspan="4" name="description" />
-                    <separator string="Legend" colspan="4"/>
-                    <label string="%%(partner_name)s: Partner Name" colspan="2"/>
-                    <label string="%%(date)s: Current Date" colspan="2"/>
-                    <label string="%%(user_signature)s: User Name" colspan="2"/>
-                    <label string="%%(company_name)s: User's Company Name" colspan="2"/>
+                <form string="Follow-up Steps" version="7.0">
+                    <group col="4">
+                       <field name="name"/>
+                       <field name="delay"/>
+                       <field name="start"/>
+
+                    </group>
+                    <separator string="Processing actions"/>
+                    <group col="4">
+                       <field name="send_email"/>
+                       <field name="send_letter"/>
+                       <field name="phonecall"/>
+                       <field name="email_template_id"/>
+                    </group>
+                    <separator string="Message"/>
+                    <field name="description"/>
+                    <separator string="Legend"/>
+                    <group>
+                        <label string="%%(partner_name)s: Partner Name"/>
+                        <label string="%%(date)s: Current Date"/>
+                        <label string="%%(user_signature)s: User Name"/>
+                        <label string="%%(company_name)s: User's Company Name"/>
+                    </group>
                 </form>
             </field>
         </record>
         <record id="view_account_followup_followup_form" model="ir.ui.view">
             <field name="name">account_followup.followup.form</field>
             <field name="model">account_followup.followup</field>
-            <field name="type">form</field>
             <field name="arch" type="xml">
-                <form string="Follow-Up">
-                    <field name="name" />
-                    <field name="company_id" widget="selection" groups="base.group_multi_company"/>
-                    <separator colspan="4" string="Description"/>
-                    <field colspan="4" name="description" nolabel="1" />
-                    <separator colspan="4" string="Followup Lines"/>
-                    <field colspan="4" name="followup_line" nolabel="1"/>
+                <form string="Follow-up" version="7.0">
+                    <group col="4">
+                        <field name="name"/>
+                        <field name="company_id" widget="selection" groups="base.group_multi_company"/>
+                    </group>
+                    <field name="followup_line"/>
                 </form>
             </field>
         </record>
@@ -56,9 +62,8 @@
         <record id="view_account_followup_followup_tree" model="ir.ui.view">
             <field name="name">account_followup.followup.tree</field>
             <field name="model">account_followup.followup</field>
-            <field name="type">tree</field>
             <field name="arch" type="xml">
-                <tree string="Follow-Up">
+                <tree string="Follow-up">
                     <field name="name"/>
                     <field name="company_id" groups="base.group_multi_company"/>
                 </tree>
         <record id="view_account_followup_filter" model="ir.ui.view">
             <field name="name">account.followup.select</field>
             <field name="model">account_followup.followup</field>
-            <field name="type">search</field>
             <field name="arch" type="xml">
-                <search string="Search Followup">
-                   <group col="10" colspan="4">
-                        <field name="name"/>
-                        <field name="company_id" widget="selection" groups="base.group_multi_company"/>
-                   </group>
-               </search>
+                <search string="Search Follow-up">
+                    <field name="name" string="Follow-up"/>
+                    <field name="company_id" groups="base.group_multi_company"/>
+                </search>
             </field>
         </record>
 
         <record id="action_account_followup_definition_form" model="ir.actions.act_window">
-            <field name="name">Follow-Ups</field>
+            <field name="name">Follow-ups</field>
             <field name="type">ir.actions.act_window</field>
             <field name="res_model">account_followup.followup</field>
             <field name="search_view_id" ref="view_account_followup_filter"/>
             <field name="view_type">form</field>
+            <field name="help" type="html">
+              <p class="oe_view_nocontent_create">
+                Click to define follow-up levels and their related messages.
+              </p><p>
+                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.
+              </p>
+            </field>
         </record>
-        <menuitem action="action_account_followup_definition_form" id="account_followup_menu"
-            parent="account.menu_configuration_misc"/>
+        <menuitem action="action_account_followup_definition_form" id="account_followup_menu" parent="account.menu_configuration_misc"/>
 
-        <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"/>
+        <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"/>
 
         <record id="account_move_line_partner_tree" model="ir.ui.view">
             <field name="name">account.move.line.partner.tree</field>
             <field name="model">account.move.line</field>
-            <field name="type">tree</field>
             <field eval="32" name="priority"/>
             <field name="arch" type="xml">
-                <tree colors="red:state in ('draft');black:state in ('validate')" editable="bottom" string="Partner entries">
+                <tree colors="red:state == 'draft';black:state == 'validate'" editable="bottom" string="Partner entries">
                     <field name="date"/>
                     <field name="move_id"/>
                     <field name="ref"/>
                     <field name="followup_date"/>
                     <field name="debit" sum="Total debit"/>
                     <field name="credit" sum="Total credit"/>
+
                     <field name="state"/>
                     <field name="date_maturity"/>
                 </tree>
             </field>
         </record>
 
-        <act_window
-            domain="[('reconcile_id', '=', False),('account_id.type','=','receivable')]"
-            id="act_account_partner_account_move_all"
-            name="Receivable Items"
-            res_model="account.move.line"
-            src_model=""
-            view_id="account_move_line_partner_tree"/>
+        <act_window domain="[('reconcile_id', '=', False),('account_id.type','=','receivable')]" id="act_account_partner_account_move_all" name="Receivable Items" res_model="account.move.line" src_model="" view_id="account_move_line_partner_tree"/>
 
       <!--<menuitem action="act_account_partner_account_move_all" id="menu_account_move_open_unreconcile" parent="account_followup.menu_action_followup_stat"/> -->
 
-        <act_window
-            domain="[('reconcile_id', '=', False), ('account_id.type','=','payable')]"
-            id="act_account_partner_account_move_payable_all"
-            name="Payable Items"
-            res_model="account.move.line"
-            src_model=""
-            view_id="account_move_line_partner_tree"/>
+        <act_window domain="[('reconcile_id', '=', False), ('account_id.type','=','payable')]" id="act_account_partner_account_move_payable_all" name="Payable Items" res_model="account.move.line" src_model="" view_id="account_move_line_partner_tree"/>
 
       <!-- <menuitem action="act_account_partner_account_move_payable_all" id="menu_account_move_open_unreconcile_payable" parent="account_followup.menu_action_followup_stat"/> -->
 
             <field name="name">res.company.followup.form.inherit</field>
             <field name="inherit_id" ref="account.view_company_inherit_form"/>
             <field name="model">res.company</field>
-            <field name="type">form</field>
             <field name="arch" type="xml">
-                <field name="overdue_msg" nolabel="1" colspan ="4" position="after">
-                    <field name="follow_up_msg" nolabel="1" colspan ="4"/>
+                <field name="overdue_msg" nolabel="1" colspan="4" position="after">
                     <separator string="Follow-up Message" colspan="4"/>
+                    <field name="follow_up_msg" nolabel="1" colspan="4"/>
                 </field>
             </field>
         </record>
-
     </data>
-</openerp>
+</openerp>
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