mirror of
https://github.com/OCA/account-financial-tools.git
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09260a00ca
* Update translations * Relocate credit control menu * Improve partner followup info * Add manual followup
66 lines
3.2 KiB
XML
66 lines
3.2 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="partner_followup_form_view" model="ir.ui.view">
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<field name="name">partner.credit_control.form.view</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="account.view_partner_property_form"/>
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<field name="groups_id" eval="[(4, ref('account_credit_control.group_account_credit_control_manager')), (4, ref('account_credit_control.group_account_credit_control_user'))]"/>
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<field name="arch" type="xml">
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<xpath expr="//group[@name='accounting_entries']" position="after">
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<group string="Follow-up" name="followup">
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<field name="credit_policy_id" widget="selection"/>
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<field name="payment_responsible_id"/>
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<field name="payment_note"/>
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<field name="payment_next_action"/>
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<field name="payment_next_action_date"/>
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</group>
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</xpath>
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</field>
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</record>
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<act_window
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id="act_partner_credit_relation_relation"
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name="Credit Lines"
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groups="account_credit_control.group_account_credit_control_manager,account_credit_control.group_account_credit_control_user"
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domain="[('partner_id', '=', active_id)]"
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res_model="credit.control.line"
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src_model="res.partner"/>
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<record id="customer_followup_tree" model="ir.ui.view">
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<field name="name">res.partner.followup.inherit.tree</field>
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<field name="model">res.partner</field>
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<field name="priority" eval="20"/>
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<field name="groups_id" eval="[(4, ref('account_credit_control.group_account_credit_control_manager')), (4, ref('account_credit_control.group_account_credit_control_user'))]"/>
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<field name="arch" type="xml">
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<tree string="Customer Followup" create="false" delete="false">
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<field name="display_name"/>
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<field name="payment_next_action_date"/>
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<field name="payment_next_action"/>
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<field name="payment_responsible_id"/>
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<field name="payment_note"/>
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</tree>
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</field>
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</record>
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<record id="action_customer_followup" model="ir.actions.act_window">
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<field name="name">Manual Follow-Ups</field>
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<field name="view_id" ref="customer_followup_tree"/>
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<field name="res_model">res.partner</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="domain">[('manual_followup', '=', True)]</field>
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<field name="context">{}</field>
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</record>
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<record id="action_view_customer_followup_tree" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="customer_followup_tree"/>
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<field name="act_window_id" ref="action_customer_followup"/>
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</record>
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<menuitem
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name="Do Manual Follow-Ups"
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parent="base_credit_control_menu"
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action="action_customer_followup"
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sequence="30"
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id="credit_control_manual_action_menu"/>
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</odoo>
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