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123 lines
5.1 KiB
123 lines
5.1 KiB
<?xml version="1.0" encoding="UTF-8" ?>
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<odoo>
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<record id="view_account_followup_followup_line_tree"
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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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</tree>
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</field>
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</record>
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<record id="view_account_followup_followup_line_form"
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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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</form>
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</field>
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</record>
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<record id="view_account_followup_followup_form" model="ir.ui.view">
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<field name="name">account.followup.form</field>
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<field name="model">account.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" options="{'no_create': True}"
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class="oe_inline" 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_ids"/>
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</form>
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</field>
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</record>
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<record id="view_account_followup_followup_tree" model="ir.ui.view">
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<field name="name">account.followup.tree</field>
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<field name="model">account.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_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">account.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="view_account_followup_followup_kanban" model="ir.ui.view">
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<field name="name">account.followup.kanban</field>
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<field name="model">account.followup</field>
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<field name="arch" type="xml">
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<kanban>
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<field name="name"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="oe_kanban_global_click">
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<div>
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<strong>
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<i class="fa fa-building" role="img"
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aria-label="Enterprise"/>
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<t t-esc="record.name.value"/>
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</strong>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<record id="action_account_followup_definition_form"
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model="ir.actions.act_window">
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<field name="name">Payment Follow-ups</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">account.followup</field>
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<field name="search_view_id" ref="view_account_followup_filter"/>
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<field name="view_mode">tree,kanban,form</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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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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<menuitem action="action_account_followup_definition_form"
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id="account_followup_menu"
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parent="account.account_management_menu"
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name="Follow-up Levels"
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groups="account.group_account_manager" sequence="2"/>
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</odoo>
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