113 lines
5.1 KiB
XML
113 lines
5.1 KiB
XML
<?xml version="1.0" encoding="UTF-8" ?>
|
|
<odoo>
|
|
<data>
|
|
<record id="view_account_followup_followup_line_tree" model="ir.ui.view">
|
|
<field name="name">followup.line.tree</field>
|
|
<field name="model">followup.line</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Follow-up Steps" >
|
|
<field name="name"/>
|
|
<field name="delay"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_account_followup_followup_line_form" model="ir.ui.view">
|
|
<field name="name">followup.line.form</field>
|
|
<field name="model">followup.line</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Follow-up Steps">
|
|
<label for="name" class="oe_edit_only"/>
|
|
<h1><field name="name"/></h1>
|
|
<div class="oe_inline">
|
|
After <field name="delay" class="oe_inline"/> days overdue, do the following actions:
|
|
</div>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_account_followup_followup_form" model="ir.ui.view">
|
|
<field name="name">account.followup.form</field>
|
|
<field name="model">account.followup</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Follow-up">
|
|
<h1><field name="name"/></h1>
|
|
<label for="company_id" groups="base.group_multi_company"/>
|
|
<field name="company_id" options="{'no_create': True}" class="oe_inline" groups="base.group_multi_company"/>
|
|
<p class="oe_grey">
|
|
To remind customers of paying their invoices, you can
|
|
define different actions depending on how severely
|
|
overdue the customer is. These actions are bundled
|
|
into follow-up levels that are triggered when the due
|
|
date of an invoice has passed a certain
|
|
number of days. If there are other overdue invoices for the
|
|
same customer, the actions of the most
|
|
overdue invoice will be executed.
|
|
</p>
|
|
<field name="followup_line_ids"/>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_account_followup_followup_tree" model="ir.ui.view">
|
|
<field name="name">account.followup.tree</field>
|
|
<field name="model">account.followup</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Follow-up">
|
|
<field name="company_id" />
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_account_followup_filter" model="ir.ui.view">
|
|
<field name="name">account.followup.select</field>
|
|
<field name="model">account.followup</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Follow-up">
|
|
<field name="company_id" groups="base.group_multi_company"/>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_account_followup_followup_kanban" model="ir.ui.view">
|
|
<field name="name">account.followup.kanban</field>
|
|
<field name="model">account.followup</field>
|
|
<field name="arch" type="xml">
|
|
<kanban>
|
|
<field name="name"/>
|
|
<templates>
|
|
<t t-name="kanban-box">
|
|
<div t-attf-class="oe_kanban_global_click">
|
|
<div>
|
|
<strong><i class="fa fa-building" role="img" aria-label="Enterprise"/> <t t-esc="record.name.value"/></strong>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_account_followup_definition_form" model="ir.actions.act_window">
|
|
<field name="name">Payment Follow-ups</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">account.followup</field>
|
|
<field name="search_view_id" ref="view_account_followup_filter"/>
|
|
<field name="view_mode">tree,kanban,form</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Define follow-up levels and their related actions
|
|
</p><p>
|
|
For each step, specify the actions to be taken and delay in days. It is
|
|
possible to use print and e-mail templates to send specific messages to
|
|
the customer.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem action="action_account_followup_definition_form" id="account_followup_menu"
|
|
parent="account.account_management_menu" name="Follow-up Levels"
|
|
groups="account.group_account_manager" sequence="2"/>
|
|
|
|
</data>
|
|
</odoo> |