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path: root/base_accounting_kit/views/account_followup.xml
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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>