217 lines
9.6 KiB
XML
217 lines
9.6 KiB
XML
<odoo>
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<data>
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<record id="view_om_account_followup_followup_line_tree" model="ir.ui.view">
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<field name="name">followup.line.tree</field>
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<field name="model">followup.line</field>
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<field name="arch" type="xml">
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<tree string="Follow-up Steps">
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<field name="name"/>
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<field name="delay"/>
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<field name="send_email"/>
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<field name="send_letter"/>
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<field name="manual_action"/>
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</tree>
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</field>
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</record>
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<record id="view_om_account_followup_followup_line_form" model="ir.ui.view">
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<field name="name">followup.line.form</field>
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<field name="model">followup.line</field>
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<field name="arch" type="xml">
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<form string="Follow-up Steps">
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<label for="name" class="oe_edit_only"/>
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<h1>
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<field name="name"/>
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</h1>
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<div class="oe_inline">
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After
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<field name="delay" class="oe_inline"/>
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days overdue, do the following actions:
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</div>
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<div>
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<field name="manual_action" class="oe_inline"/>
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<label for="manual_action"/>
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</div>
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<div>
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<field name="send_email" class="oe_inline"/>
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<label for="send_email"/>
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</div>
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<div>
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<field name="send_letter" class="oe_inline"/>
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<label for="send_letter"/>
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</div>
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<group string="Manual Action"
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attrs="{'invisible': [('manual_action', '=', False)]}">
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<field name="manual_action_responsible_id"/>
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<field name="manual_action_note"
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attrs="{'required': [('manual_action', '<>', False)]}"
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placeholder="e.g. Call the customer, check if it's paid, ..."/>
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</group>
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<group string="Send an Email"
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attrs="{'invisible': [('send_email', '=', False)]}">
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<field name="email_template_id"
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attrs="{'required': [('send_email', '<>', False)]}"/>
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</group>
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<group string="Send a Letter or Email"
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attrs="{'invisible': [('send_email', '=', False), ('send_letter', '=', False)]}">
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<p colspan="2" class="oe_grey">
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Write here the introduction in the letter,
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according to the level of the follow-up. You can
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use the following keywords in the text. Don't
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forget to translate in all languages you installed
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using to top right icon.
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<table>
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<tr>
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<td t-translation="off">%%(partner_name)s
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</td>
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<td>: Partner Name</td>
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</tr>
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<tr>
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<td t-translation="off">%%(date)s</td>
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<td>: Current Date</td>
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</tr>
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<tr>
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<td t-translation="off">
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%%(user_signature)s
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</td>
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<td>: User Name</td>
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</tr>
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<tr>
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<td t-translation="off">%%(company_name)s
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</td>
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<td>: User's Company Name</td>
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</tr>
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</table>
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</p>
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<field name="description" nolabel="1" colspan="2"/>
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</group>
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</form>
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</field>
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</record>
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<record id="view_om_account_followup_followup_form" model="ir.ui.view">
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<field name="name">followup.followup.form</field>
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<field name="model">followup.followup</field>
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<field name="arch" type="xml">
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<form string="Follow-up">
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<h1>
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<field name="name"/>
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</h1>
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<label for="company_id" groups="base.group_multi_company"/>
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<field name="company_id" widget="selection"
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class="oe_inline"
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groups="base.group_multi_company"/>
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<p class="oe_grey">
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To remind customers of paying their invoices, you can
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define different actions depending on how severely
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overdue the customer is. These actions are bundled
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into follow-up levels that are triggered when the due
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date of an invoice has passed a certain
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number of days. If there are other overdue invoices for
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the
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same customer, the actions of the most
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overdue invoice will be executed.
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</p>
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<field name="followup_line"/>
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</form>
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</field>
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</record>
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<record id="view_om_account_followup_followup_tree" model="ir.ui.view">
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<field name="name">followup.followup.tree</field>
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<field name="model">followup.followup</field>
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<field name="arch" type="xml">
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<tree string="Follow-up">
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<field name="company_id"/>
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</tree>
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</field>
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</record>
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<record id="view_om_account_followup_filter" model="ir.ui.view">
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<field name="name">account.followup.select</field>
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<field name="model">followup.followup</field>
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<field name="arch" type="xml">
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<search string="Search Follow-up">
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<field name="company_id" groups="base.group_multi_company"/>
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</search>
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</field>
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</record>
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<record id="action_om_account_followup_definition_form" model="ir.actions.act_window">
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<field name="name">Follow-up Levels</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">followup.followup</field>
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<field name="search_view_id" ref="view_om_account_followup_filter"/>
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<field name="view_mode">tree,form</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define follow-up levels and their related actions.
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</p>
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<p>
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For each step, specify the actions to be taken and delay in
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days. It is
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possible to use print and e-mail templates to send specific
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messages to
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the customer.
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</p>
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</field>
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</record>
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<record id="view_move_line_reconcile_tree" model="ir.ui.view">
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<field name="name">account.move.line.tree</field>
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<field name="model">account.move.line</field>
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<field name="arch" type="xml">
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<tree string="Journal Items to Reconcile" create="false">
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<field name="date"/>
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<field name="move_id"/>
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<field name="ref"/>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="account_id"/>
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<field name="journal_id" invisible="1"/>
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<field name="full_reconcile_id"/>
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<field name="debit" sum="Total debit"/>
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<field name="credit" sum="Total credit"/>
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</tree>
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</field>
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</record>
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<record id="account_manual_reconcile_action" model="ir.actions.act_window">
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<field name="context">{'search_default_unreconciled': 1,'view_mode':True}</field>
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<field name="name">Journal Items to Reconcile</field>
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<field name="res_model">account.move.line</field>
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<field name="view_id" ref="view_move_line_reconcile_tree"/>
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<field name="view_mode">tree</field>
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<field name="help" type="html">
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<p>
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No journal items found.
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</p>
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</field>
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</record>
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<menuitem id="om_account_followup_main_menu"
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parent="account.menu_finance_configuration"
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name="Follow-up"/>
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<menuitem id="om_account_followup_menu"
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name="Follow-up Levels"
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action="action_om_account_followup_definition_form"
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parent="om_account_followup_main_menu" />
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<menuitem id="om_account_followup_main_menu"
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parent="account.menu_finance_configuration"
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name="Follow-up"/>
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<menuitem id="om_account_followup_menu"
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name="Follow-up Levels"
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action="action_om_account_followup_definition_form"
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parent="om_account_followup_main_menu"/>
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</data>
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</odoo>
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