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171 lines
11 KiB
XML
171 lines
11 KiB
XML
<odoo>
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<data>
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<record model="ir.actions.server" id="action_account_reports_customer_statements_do_followup">
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<field name="name">Process Automatic Follow-ups</field>
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<field name="groups_id" eval="[(4, ref('account.group_account_invoice'))]"/>
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<field name="model_id" ref="model_res_partner"/>
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<field name="binding_model_id" ref="model_res_partner" />
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<field name="state">code</field>
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<field name="code">
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if records:
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action = records.action_manually_process_automatic_followups()
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</field>
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</record>
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<record id="customer_statements_form_view" model="ir.ui.view">
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<field name="name">customer.statements.followup</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 create="false" delete="false">
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<header>
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<button string="Follow up" name="%(manual_reminder_action)d"
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type="action" class="button btn-primary" attrs="{'invisible': [('followup_status', '!=', 'in_need_of_action')]}"/>
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<button string="Follow up" name="%(manual_reminder_action)d"
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type="action" class="button btn-secondary" attrs="{'invisible': [('followup_status', '=', 'in_need_of_action')]}"/>
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<button string="Reconcile" name="%(account_accountant.action_manual_reconciliation)d"
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class="btn btn-secondary" type="action"
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context="{'mode': 'customers', 'partner_ids': active_ids, 'all_entries': True}"/>
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<field name="followup_line_id" widget="statusbar" options="{'clickable': '1'}"/>
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</header>
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<sheet>
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<field name="followup_status" invisible="1"/>
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<div class="oe_button_box" name="button_box">
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<button class="oe_stat_button" type="object" name="get_formview_action"
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icon="fa-user">
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Customer
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</button>
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<button class="oe_stat_button" type="object" name="action_view_unpaid_invoices"
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icon="fa-pencil-square-o">
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<field string="Invoices" name="unpaid_invoices_count" widget="statinfo"/>
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</button>
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</div>
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<widget name="web_ribbon" title="In need of action"
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bg_color="bg-danger"
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attrs="{'invisible': [('followup_status', '!=', 'in_need_of_action')]}"/>
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<widget name="web_ribbon" title="With overdue invoices"
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bg_color="bg-warning"
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attrs="{'invisible': [('followup_status', '!=', 'with_overdue_invoices')]}"/>
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<div class="oe_title">
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<h1><field name="name" readonly="True" required="True" class="oe_inline"/> <small><field name="trust" widget="followup_trust_widget" class="oe_inline"/></small></h1>
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</div>
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<group name="schedule">
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<group>
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<field name="followup_reminder_type" widget="radio" options="{'horizontal': true}"/>
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<field name="followup_responsible_id"/>
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</group>
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<group>
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<field name="followup_next_action_date"/>
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</group>
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</group>
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<field name="unreconciled_aml_ids">
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<tree create="false" delete="false" editable="bottom" default_order="date_maturity asc" no_open="true">
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<field name="currency_id" invisible="1"/>
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<field name="invoice_date" string="Date"/>
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<field name="move_id" string="Invoice No."/>
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<field name="date_maturity" widget="remaining_days"/>
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<field name="invoice_origin" optional="show"/>
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<field name="expected_pay_date" widget="date" optional="show"/>
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<field name="blocked" string="Exclude from Follow-ups" optional="show" widget="boolean_toggle"/>
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<field name="amount_residual_currency" string="Residual Amount" widget="monetary" options="{'currency_field': 'currency_id'}"/>
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<field name="amount_currency" string="Total Amount" widget="monetary" options="{'currency_field': 'currency_id'}" optional="hide"/>
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</tree>
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</field>
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<group class="oe_invoice_lines_tab">
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<group class="oe_subtotal_footer oe_right">
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<field name="currency_id" invisible="1"/>
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<field name="total_due" style="font-weight: bold; font-size: 1.2em;" widget="monetary" options="{'currency_field': 'currency_id'}"/>
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<field name="total_overdue" style="font-weight: bold; font-size: 1.2em;" widget="monetary" options="{'currency_field': 'currency_id'}"/>
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</group>
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</group>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids"/>
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<field name="activity_ids"/>
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<field name="message_ids"/>
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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="customer_statements_tree_view" model="ir.ui.view">
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<field name="name">customer.statements.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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<tree string="Follow-up Reports Tree View" create="false" import="false" delete="false" sample="1">
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<field name="currency_id" invisible="1"/>
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<field name="name"/>
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<field name="followup_responsible_id" widget="many2one_avatar_user"/>
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<field name="user_id" widget="many2one_avatar_user" optional="hide"/>
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<field name="followup_reminder_type"/>
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<field name="followup_next_action_date" optional="hide" widget="remaining_days"/>
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<field name="followup_status" widget="badge"
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decoration-danger="followup_status == 'in_need_of_action'"
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decoration-warning="followup_status == 'with_overdue_invoices'"
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decoration-info="followup_status == 'no_action_needed'"/>
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<field name="followup_line_id"/>
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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'}" sum="Total"/>
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="activity_ids" widget="list_activity"/>
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</tree>
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</field>
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</record>
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<record id="customer_statements_search_view" model="ir.ui.view">
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<field name="name">customer.statements.search</field>
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<field name="model">res.partner</field>
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<field name="priority">100</field>
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<field name="arch" type="xml">
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<search>
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<field name="followup_line_id"/>
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<field name="followup_status"/>
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<filter string="Assigned to me"
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name="filter_assigned_to_me"
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domain="['|', ('followup_responsible_id', '=', uid), ('user_id', '=', uid)]">
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</filter>
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<separator/>
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<filter string="Automatic"
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name="filter_include_automatic"
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domain="[('followup_reminder_type', '=', 'automatic')]"/>
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<filter string="Manual"
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name="filter_exclude_automatic"
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domain="[('followup_reminder_type', '=', 'manual')]"/>
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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', 'in', ('in_need_of_action', '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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<separator/>
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<group expand="0" name="group_by" string="Group By">
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<filter name="salesperson" string="Salesperson" domain="[]" context="{'group_by' : 'user_id'}" />
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<filter name="group_country" string="Country" context="{'group_by': 'country_id'}"/>
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</group>
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</search>
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</field>
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</record>
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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">tree,form</field>
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<field name="search_view_id" ref="customer_statements_search_view"/>
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<field name="view_ids" eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'tree', 'view_id': ref('customer_statements_tree_view')}),
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(0, 0, {'view_mode': 'form', 'view_id': ref('customer_statements_form_view')})]"/>
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<field name="domain">['|', ('parent_id', '=', False), ('is_company', '=', True), ('customer_rank', '>', 0)]</field>
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<field name="context">{'search_default_filter_in_need_of_action': 1, 'res_partner_search_mode': 'customer'}</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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<menuitem id="customer_statements_menu" name="Follow-up Reports" parent="account.menu_finance_receivables" groups="account.group_account_invoice"
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action="action_view_list_customer_statements" sequence="20"/>
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</data>
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</odoo>
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