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gsinghpal
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Fusion Accounting/views/followup_views.xml
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259
Fusion Accounting/views/followup_views.xml
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ============================================================ -->
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<!-- FOLLOW-UP LEVEL: Configuration Views -->
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<!-- ============================================================ -->
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<!-- List View: Follow-up Levels -->
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<record id="fusion_followup_level_view_list" model="ir.ui.view">
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<field name="name">fusion.followup.level.list</field>
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<field name="model">fusion.followup.level</field>
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<field name="arch" type="xml">
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<list string="Follow-up Levels" editable="bottom">
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<field name="sequence" widget="handle"/>
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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="send_letter"/>
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<field name="join_invoices"/>
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<field name="company_id" optional="hide" groups="base.group_multi_company"/>
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</list>
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</field>
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</record>
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<!-- Form View: Follow-up Level -->
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<record id="fusion_followup_level_view_form" model="ir.ui.view">
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<field name="name">fusion.followup.level.form</field>
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<field name="model">fusion.followup.level</field>
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<field name="arch" type="xml">
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<form string="Follow-up Level">
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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>
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<field name="name" placeholder="e.g. First Reminder"/>
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</h1>
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</div>
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<group>
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<group string="Timing">
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<field name="sequence"/>
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<field name="delay"/>
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="active" invisible="1"/>
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</group>
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<group string="Communication Channels">
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<field name="send_email"/>
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<field name="send_sms"/>
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<field name="send_letter"/>
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</group>
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</group>
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<group string="Templates">
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<field name="email_template_id" invisible="not send_email"/>
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<field name="sms_template_id" invisible="not send_sms"/>
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<field name="join_invoices" invisible="not send_email"/>
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</group>
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<notebook>
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<page string="Message Body" name="page_description">
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<field name="description" placeholder="Write the follow-up message content here..."/>
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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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<!-- Action: Follow-up Levels -->
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<record id="action_fusion_followup_level" model="ir.actions.act_window">
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<field name="name">Follow-up Levels</field>
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<field name="res_model">fusion.followup.level</field>
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<field name="view_mode">list,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 your payment follow-up levels
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</p>
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<p>
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Create escalating reminder stages with configurable delays
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and communication channels. The system will automatically
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move partners through these levels as invoices remain unpaid.
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</p>
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</field>
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</record>
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<!-- ============================================================ -->
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<!-- FOLLOW-UP LINE: Partner Tracking Views -->
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<!-- ============================================================ -->
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<!-- List View: Follow-up Lines (Dashboard) -->
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<record id="fusion_followup_line_view_list" model="ir.ui.view">
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<field name="name">fusion.followup.line.list</field>
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<field name="model">fusion.followup.line</field>
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<field name="arch" type="xml">
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<list string="Follow-up Reports"
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decoration-danger="followup_status == 'in_need'"
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decoration-warning="followup_status == 'with_overdue'"
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decoration-muted="followup_status == 'no_action_needed'">
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<field name="partner_id"/>
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<field name="followup_level_id"/>
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<field name="date"/>
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<field name="next_followup_date"/>
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<field name="overdue_amount" widget="monetary"/>
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<field name="overdue_count"/>
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<field name="followup_status" widget="badge"
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decoration-danger="followup_status == 'in_need'"
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decoration-warning="followup_status == 'with_overdue'"
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decoration-success="followup_status == 'no_action_needed'"/>
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<field name="company_id" optional="hide" groups="base.group_multi_company"/>
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<field name="currency_id" column_invisible="True"/>
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</list>
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</field>
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</record>
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<!-- Search View: Follow-up Lines -->
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<record id="fusion_followup_line_view_search" model="ir.ui.view">
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<field name="name">fusion.followup.line.search</field>
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<field name="model">fusion.followup.line</field>
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<field name="arch" type="xml">
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<search string="Follow-up Search">
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<field name="partner_id"/>
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<field name="followup_level_id"/>
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<separator/>
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<filter name="filter_in_need" string="Action Needed"
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domain="[('followup_status', '=', 'in_need')]"/>
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<filter name="filter_with_overdue" string="With Overdue"
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domain="[('followup_status', '=', 'with_overdue')]"/>
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<filter name="filter_no_action" string="No Action Needed"
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domain="[('followup_status', '=', 'no_action_needed')]"/>
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<separator/>
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<filter name="filter_overdue_today" string="Due Today"
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domain="[('next_followup_date', '<=', context_today().strftime('%Y-%m-%d'))]"/>
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<separator/>
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<group>
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<filter name="group_by_status" string="Status"
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context="{'group_by': 'followup_status'}"/>
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<filter name="group_by_level" string="Follow-up Level"
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context="{'group_by': 'followup_level_id'}"/>
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<filter name="group_by_partner" string="Partner"
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context="{'group_by': 'partner_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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<!-- Form View: Follow-up Line (Partner Follow-up Detail) -->
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<record id="fusion_followup_line_view_form" model="ir.ui.view">
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<field name="name">fusion.followup.line.form</field>
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<field name="model">fusion.followup.line</field>
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<field name="arch" type="xml">
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<form string="Payment Follow-up">
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<header>
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<button name="execute_followup" type="object"
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string="Send Follow-up"
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class="btn-primary"
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invisible="followup_status == 'no_action_needed'"
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confirm="This will send the follow-up notification to the partner. Continue?"/>
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<button name="compute_followup_status" type="object"
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string="Refresh Status"
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class="btn-secondary"/>
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<button name="%(fusion_accounting.action_fusion_followup_send_wizard)d"
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type="action"
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string="Preview & Send"
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class="btn-secondary"
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invisible="followup_status == 'no_action_needed'"/>
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<field name="followup_status" widget="statusbar"
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statusbar_visible="no_action_needed,with_overdue,in_need"/>
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</header>
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<sheet>
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<div class="oe_title">
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<h1>
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<field name="partner_id" readonly="1" options="{'no_open': True}"/>
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</h1>
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</div>
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<group>
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<group string="Follow-up Details">
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<field name="followup_level_id"/>
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<field name="date"/>
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<field name="next_followup_date"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</group>
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<group string="Outstanding Amounts">
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<field name="overdue_amount" widget="monetary"/>
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<field name="overdue_count"/>
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<field name="currency_id" invisible="1"/>
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</group>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<!-- Action: Follow-up Reports (Dashboard) -->
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<record id="action_fusion_followup_line" model="ir.actions.act_window">
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<field name="name">Follow-up Reports</field>
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<field name="res_model">fusion.followup.line</field>
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<field name="view_mode">list,form</field>
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<field name="context">{'search_default_filter_in_need': 1}</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 partners require payment follow-up
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</p>
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<p>
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Partners with overdue invoices will appear here automatically.
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Use the scheduled action or click "Refresh Status" to update.
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</p>
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</field>
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</record>
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<!-- ============================================================ -->
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<!-- PARTNER FORM: Follow-up Button -->
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<!-- ============================================================ -->
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<record id="fusion_partner_view_form_followup" model="ir.ui.view">
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<field name="name">res.partner.form.followup</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="priority">99</field>
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<field name="arch" type="xml">
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<xpath expr="//div[@name='button_box']" position="inside">
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<button name="action_open_followup"
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type="object"
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class="oe_stat_button"
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icon="fa-envelope"
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groups="account.group_account_invoice">
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<div class="o_field_widget o_stat_info">
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<span class="o_stat_value">
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<field name="fusion_overdue_amount" widget="monetary" options="{'currency_field': 'currency_id'}"/>
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</span>
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<span class="o_stat_text">Overdue</span>
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</div>
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</button>
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</xpath>
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</field>
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</record>
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<!-- ============================================================ -->
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<!-- MENU ITEMS -->
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<!-- ============================================================ -->
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<!-- Sub-menu under Accounting > Customers -->
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<menuitem id="menu_fusion_followup_root"
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name="Payment Follow-up"
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parent="account.menu_finance_receivables"
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sequence="30"/>
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<menuitem id="menu_fusion_followup_reports"
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name="Follow-up Reports"
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parent="menu_fusion_followup_root"
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action="action_fusion_followup_line"
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sequence="10"/>
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<!-- Configuration menu -->
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<menuitem id="menu_fusion_followup_config"
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name="Follow-up Levels"
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parent="account.menu_finance_configuration"
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action="action_fusion_followup_level"
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sequence="45"
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groups="account.group_account_manager"/>
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</odoo>
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