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authorstephanchrst <stephanchrst@gmail.com>2022-05-10 17:14:58 +0700
committerstephanchrst <stephanchrst@gmail.com>2022-05-10 17:14:58 +0700
commit1ca3b3df3421961caec3b747a364071c80f5c7da (patch)
tree6778a1f0f3f9b4c6e26d6d87ccde16e24da6c9d6 /base_accounting_kit/views/account_followup.xml
parentb57188be371d36d96caac4b8d65a40745c0e972c (diff)
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+<?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> \ No newline at end of file