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| author | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 17:14:58 +0700 |
|---|---|---|
| committer | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 17:14:58 +0700 |
| commit | 1ca3b3df3421961caec3b747a364071c80f5c7da (patch) | |
| tree | 6778a1f0f3f9b4c6e26d6d87ccde16e24da6c9d6 /base_accounting_kit/views/account_followup.xml | |
| parent | b57188be371d36d96caac4b8d65a40745c0e972c (diff) | |
initial commit
Diffstat (limited to 'base_accounting_kit/views/account_followup.xml')
| -rw-r--r-- | base_accounting_kit/views/account_followup.xml | 113 |
1 files changed, 113 insertions, 0 deletions
diff --git a/base_accounting_kit/views/account_followup.xml b/base_accounting_kit/views/account_followup.xml new file mode 100644 index 0000000..08558c8 --- /dev/null +++ b/base_accounting_kit/views/account_followup.xml @@ -0,0 +1,113 @@ +<?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>
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