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120 lines
5.7 KiB
120 lines
5.7 KiB
<?xml version="1.0" encoding="UTF-8"?>
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<odoo>
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<!-- Res Partner FollowUp Form View-->
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<record id="res_partner_followup_view_form" model="ir.ui.view">
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<field name="name">res.partner.followup.view.form</field>
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<field name="model">res.partner</field>
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<field name="arch" type="xml">
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<form string="report" create="false" edit="false">
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<header>
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<field name="followup_status" widget="statusbar"/>
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</header>
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<div class="alert alert-info" role="alert"
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style="font-size: 15px;display: inline-block; margin-top:10px;margin-left: 201px;">
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<span>Wonder how to Send Followup mails and Print Followup Reports ? Download our
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<a target="_blank"
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href="https://apps.odoo.com/apps/modules/16.0/customer_followup_community">
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<b>Customer Followup</b>
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</a>
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Module !
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</span>
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</div>
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<sheet>
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<div class="oe_title">
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<h1>
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<field name="name" readonly="1"/>
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</h1>
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</div>
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<br/>
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<div class="alert alert-warning o_account_reports_followup-no-action"
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invisible="invoice_list != []"
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id='no-action' role="alert">
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<p>
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<strong>
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<field name="name"/>
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</strong>
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has no due amount.
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</p>
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</div>
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<div invisible="invoice_list != []">
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<group>
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<field name="next_reminder_date"/>
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</group>
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<notebook colspan="4">
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<page string="Invoice Details">
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<field name="invoice_list"/>
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</page>
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</notebook>
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</div>
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<group class="oe_subtotal_footer oe_right" colspan="2" name="sale_total">
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<field name="total_due" class="oe_subtotal_footer_separator" widget="monetary"/>
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<div class="oe_subtotal_footer_separator oe_inline o_td_label">
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<label for="total_overdue"/>
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</div>
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<field name="total_overdue" nolabel="1" class="oe_subtotal_footer_separator"
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widget="monetary"/>
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</group>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<!-- Res Partner Statements Form View-->
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<record id="res_partner_statements_view_tree" model="ir.ui.view">
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<field name="name">res.partner.statements.view.tree</field>
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<field name="model">res.partner</field>
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<field name="arch" type="xml">
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<list string="Follow-up Reports Tree View" create="false" import="false" delete="false">
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<field name="currency_id" invisible="1"/>
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<field name="name"/>
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<field name="total_due" widget="monetary" options="{'currency_field': 'currency_id'}" sum="Total"/>
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<field name="total_overdue" widget="monetary" options="{'currency_field': 'currency_id'}"
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sum="Total"/>
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<field name="followup_status"/>
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</list>
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</field>
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</record>
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<!--Res Partner Search View Inherit-->
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<record id="view_res_partner_filter" model="ir.ui.view">
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<field name="name">res.partner.view.search.inherit.base.accounting.kit</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_res_partner_filter"/>
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<field name="arch" type="xml">
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<filter name="supplier" position="after">
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<separator/>
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<filter string="Overdue Invoices"
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name="filter_with_overdue_invoices"
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domain="[('followup_status', '=', 'with_overdue_invoices')]"/>
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<filter string="In need of action"
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name="filter_in_need_of_action"
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domain="[('followup_status', '=', 'in_need_of_action')]"/>
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<filter string="No action needed"
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name="filter_no_action_needed"
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domain="[('followup_status', '=', 'no_action_needed')]"/>
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<separator/>
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</filter>
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</field>
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</record>
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<!--Action follow-up report -->
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<record id="action_view_list_customer_statements" model="ir.actions.act_window">
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<field name="name">Follow-up Reports</field>
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<field name="res_model">res.partner</field>
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<field name="view_mode">list,form</field>
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<field name="view_ids" eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'list', 'view_id': ref('res_partner_statements_view_tree')}),
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(0, 0, {'view_mode': 'form', 'view_id': ref('res_partner_followup_view_form')})]"/>
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<field name="context">{'search_default_filter_in_need_of_action':1}</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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No follow-up to send!
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</p>
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</field>
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</record>
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<!--Follow-up Reports MenuItem-->
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<menuitem id="customer_statements_menu" name="Follow-up Reports"
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parent="account.menu_finance_receivables"
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action="action_view_list_customer_statements" sequence="20"
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groups="account.group_account_user"/>
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</odoo>
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