forked from Mapan/odoo17e
103 lines
5.2 KiB
XML
103 lines
5.2 KiB
XML
<?xml version="1.0" encoding="UTF-8" ?>
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<odoo>
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<record id="view_account_followup_followup_line_tree" model="ir.ui.view">
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<field name="name">account_followup.followup.line.tree</field>
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<field name="model">account_followup.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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<field name="send_email"/>
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<field name="send_sms"/>
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<field name="auto_execute"/>
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<field name="activity_type_id" string="Activity"/>
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<field name="company_id" groups="base.group_multi_company"/>
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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" model="ir.ui.view">
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<field name="name">account_followup.followup.line.form</field>
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<field name="model">account_followup.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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<sheet>
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<div class="oe_title">
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<label for="name"/>
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<h1><field name="name" placeholder="e.g. First Reminder Email"/></h1>
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</div>
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<div class="oe_inline">
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Remind <field name="delay" class="oe_inline"/> days after due date<label for="delay" string=""/>
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</div>
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<notebook>
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<page string="Notification" name="notification">
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<group col="3">
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<group string="Actions" name="actions" colspan="2" col="3">
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<group colspan="1">
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<field name="send_email"/>
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<field name="send_sms"/>
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</group>
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<group colspan="2">
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<field name="mail_template_id" string="Content Template" invisible="not send_email"/>
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<field name="sms_template_id" invisible="not send_sms"/>
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</group>
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</group>
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<group string="Options" name="options" colspan="1">
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<field name="auto_execute"/>
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<field name="join_invoices" invisible="not send_email"/>
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</group>
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</group>
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</page>
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<page string="Activity" name="activity">
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<group>
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<group name="options">
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<field name="create_activity"/>
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<field name="activity_default_responsible_type"
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invisible="not create_activity"/>
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</group>
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<group name="notes" invisible="not create_activity">
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<field name="activity_type_id" required="create_activity"/>
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<field name="activity_summary" required="create_activity"/>
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</group>
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<field name="activity_note" nolabel="1" placeholder="Activity Notes"
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invisible="not create_activity"/>
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</group>
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</page>
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</notebook>
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</sheet>
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</form>
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</field>
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</record>
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<record id="view_account_followup_line_filter" model="ir.ui.view">
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<field name="name">account.followup.line.select</field>
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<field name="model">account_followup.followup.line</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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<filter string="Automatic" name="auto" domain="[('auto_execute', '=', True)]"/>
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<filter string="Manual" name="manual" domain="[('auto_execute', '=', False)]"/>
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</search>
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</field>
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</record>
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<record id="action_account_followup_line_definition_form" model="ir.actions.act_window">
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<field name="name">Follow-up Levels</field>
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<field name="res_model">account_followup.followup.line</field>
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<field name="search_view_id" ref="view_account_followup_line_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><p>
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For each step, specify the actions to be taken and delay in days. It is
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possible to use print and e-mail templates to send specific 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_line_definition_form" id="account_followup_menu" parent="account.account_invoicing_menu" name="Follow-up Levels" groups="account.group_account_manager" sequence="2"/>
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</odoo>
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