57 lines
3.1 KiB
XML
57 lines
3.1 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 Follow-ups</field>
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<field name="group_ids" 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_tree_view" model="ir.ui.view">
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<field name="name">customer.statements.list</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_tree"/>
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<field name="arch" type="xml">
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<list position="inside">
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<field name="followup_responsible_id" widget="many2one_avatar_user" optional="hide"/>
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<field name="followup_reminder_type" optional="hide"/>
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<field name="followup_status" widget="badge"
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optional="hide"
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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_next_action_date" optional="hide" widget="remaining_days"/>
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<field name="followup_line_id" optional="hide"/>
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<field name="total_due" widget="monetary" options="{'currency_field': 'currency_id'}" sum="Total" optional="hide"/>
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<field name="total_overdue" widget="monetary" options="{'currency_field': 'currency_id'}" sum="Total" optional="hide"/>
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</list>
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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="inherit_id" ref="base.view_res_partner_filter"/>
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<field name="arch" type="xml">
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<xpath expr="//filter[@name='inactive']" position="before">
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<filter string="Overdue Customer Invoices"
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name="filter_with_overdue_invoices"
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groups="account.group_account_readonly,account.group_account_invoice"
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domain="[('followup_status', 'in', ('in_need_of_action', 'with_overdue_invoices'))]"/>
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<filter string="Requires Follow-up"
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name="filter_in_need_of_action"
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groups="account.group_account_readonly,account.group_account_invoice"
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domain="[('followup_status', '=', 'in_need_of_action')]"/>
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<separator/>
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</xpath>
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</field>
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</record>
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</data>
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</odoo>
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