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<?xml version="1.0" encoding="utf-8"?>
<openerp >
<data >
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<!-- followup of customers views -->
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<record id= "customer_followup_tree" model= "ir.ui.view" >
<field name= "name" > res.partner.followup.inherit.tree</field>
<field name= "model" > res.partner</field>
<field name= "priority" eval= "20" />
<field name= "arch" type= "xml" >
<tree string= "Customer Followup" >
<field name= "name" />
<field name= "payment_next_action_date" />
<field name= "payment_next_action" />
<field name= "user_id" invisible= "1" />
<field name= "parent_id" invisible= "1" />
<field name= "payment_responsible_id" />
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<field name= "credit" />
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</tree>
</field>
</record>
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<record id= "customer_followup_search_view" model= "ir.ui.view" >
<field name= "name" > Search</field>
<field name= "model" > res.partner</field>
<field name= "inherit_id" ref= "base.view_res_partner_filter" />
<field name= "arch" type= "xml" >
<search string= "Search Partner" position= "inside" >
<group string= "Follow-up" >
<filter string= "Partners with Credits" domain= "[('credit', '>', 0.0)]" name= "credits" />
<separator />
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<filter string= "Follow-ups To Do" domain= "[('payment_next_action_date', '<=', time.strftime('%%Y-%%m-%%d')), ('credit', '>', 0.0)]" name= "todo" />
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<filter string= "Future Follow-ups" domain= "[('payment_next_action_date', '>', time.strftime('%%Y-%%m-%%d')), ('credit', '>', 0.0)]" />
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<separator />
<filter string= "No Responsible" domain= "[('payment_responsible_id', '=', False)]" />
<filter string= "My Follow-ups" domain= "[('payment_responsible_id','=', uid)]" />
</group>
<group expand= "1" string= "Group By..." >
<filter string= "Responsible" context= "{'group_by':'payment_responsible_id'}" />
</group>
</search>
</field>
</record>
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<record id= "customer_followup_search_view2" model= "ir.ui.view" >
<field name= "name" > Search</field>
<field name= "model" > res.partner</field>
<field name= "arch" type= "xml" >
<search string= "Search view" >
<field name= "name" />
<field name= "payment_next_action" />
<!-- <filter string="Actions to be taken with overdue amount" domain="['&', ('payment_amount_outstanding', '>', 0.0), ('payment_next_action_date', '<=', time.strftime('%%Y - %%m - %%d'))]"/>
<separator /> -->
<filter string= "Overdue amount" domain= "[('credit', '>', 0.0)]" />
<separator />
<filter string= "Follow-ups to do" domain= "[('payment_next_action_date', '<=', time.strftime('%%Y-%%m-%%d'))]" />
<separator />
<!-- filter string="Future follow - ups" domain="['&', ('payment_next_action', '!=', ''), ('payment_next_action_date', '>', time.strftime('%%Y - %%m - %%d'))]"/> -->
<separator />
<filter string= "Without responsible" domain= "[('payment_responsible_id', '=', False)]" />
<filter string= "I am responsible" domain= "[('payment_responsible_id','=', uid)]" />
<group expand= "1" string= "Group by" >
<filter string= "Responsible" context= "{'group_by':'payment_responsible_id'}" />
</group>
</search>
</field>
</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" />
<field name= "res_model" > res.partner</field>
<field name= "view_type" > form</field>
<field name= "view_mode" > tree,form</field>
<field name= "context" > {} </field>
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<field name= "context" > {'Followupfirst':True, 'search_default_todo': True} </field>
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<field name= "search_view_id" ref= "customer_followup_search_view" />
</record>
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<!-- Inherited view -->
<record id= "view_partner_inherit_followup_form" model= "ir.ui.view" >
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<field name= "name" > res.partner.followup.form.inherit</field>
<field name= "inherit_id" ref= "base.view_partner_form" />
<field name= "model" > res.partner</field>
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<!-- <field eval="[(4, ref('account.group_account_user'))]" name="groups_id"/> --> <!-- or user? -->
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<field name= "arch" type= "xml" >
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<page string= "Accounting" position= "before" version= "7.0" >
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<page string= "Payment Follow-up" position= "inside" groups= "account.group_account_invoice" >
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<div class= "oe_right oe_button_box" name= "followup_button" >
<button name= "do_button_print" type= "object" string= "Print Overdue Payments" groups= "account.group_account_user"
help="Print overdue payments report independent of follow-up line" attrs="{'invisible':[('credit', '< =', 0.0)]}" />
<button name= "do_button_mail" type= "object" string= "Send Overdue Email" groups= "account.group_account_user"
help="If not specified by the latest follow-up level, it will send from the default follow-up of overdue invoices template" attrs="{'invisible':[('credit', '< =', 0.0)]}"/>
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</div>
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<p attrs= "{'invisible':[('latest_followup_date','=', False)]}" >
The <field name= "latest_followup_date" class = "oe_inline" /> , the latest payment follow-up
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was: <field name= "latest_followup_level_id" class= "oe_inline" />
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</p>
<group >
<field name= "payment_responsible_id" placeholder= "Responsible of credit collection" class= "oe_inline" />
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<label for= "payment_next_action" />
<div >
<field name= "payment_next_action_date" class= "oe_inline" />
<button name= "action_done" type= "object" string= "⇾ Mark as Done"
help="Click to mark the action as done." class="oe_link"
attrs="{'invisible':[('payment_next_action_date','=', False)]}"
groups="base.group_partner_manager"/>
<field name= "payment_next_action" placeholder= "e.g. Give a phonecall, Check if it's paid, ..." />
</div>
</group>
<label for= "payment_note" class= "oe_edit_only" />
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<field name= "payment_note" placeholder= "e.g. 50%% before 15th of May, balance before 1st of July." />
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<p class= "oe_grey" > <!-- maybe only when accountmovelines empty -->
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Below is the history of the transactions of this
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customer. You can set an invoice in litigation in
order to not include it in the next payment
follow-ups.
</p>
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<field name= "unreconciled_aml_ids" >
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<tree string= "Account Move line" editable= "bottom" create= "false" delete= "false" colors= "red:(not date_maturity or date_maturity<=current_date) and result>0" >
<field name= "date" readonly= "True" />
<field name= "move_id" readonly= "True" />
<field name= "blocked" string= "Litigation" />
<field name= "date_maturity" readonly= "True" />
<field name= "reconcile_partial_id" readonly= "True" />
<field name= "result" readonly= "True" />
<field name= "followup_line_id" invisible= '1' />
</tree>
</field>
<group class= "oe_subtotal_footer oe_right" >
<field name= "payment_amount_due" />
</group>
<div class= "oe_clear" />
</page>
</page>
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</field>
</record>
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<record id= "action_view_customer_followup_form" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "2" />
<field name= "view_mode" > form</field>
<field name= "view_id" ref= "view_partner_inherit_followup_form" />
<field name= "act_window_id" ref= "action_customer_followup" />
</record>
<record id= "action_view_customer_followup_tree" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "1" />
<field name= "view_mode" > tree</field>
<field name= "view_id" ref= "customer_followup_tree" />
<field name= "act_window_id" ref= "action_customer_followup" />
</record>
<!-- Menus about followup of customers -->
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<menuitem id= "account_followup_s" action= "action_customer_followup"
parent="menu_finance_followup" name="Do Manual Follow-Ups" sequence="3"/>
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</data>
</openerp>