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Copy pathaccount_followup_customers.xml
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account_followup_customers.xml
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<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!-- followup of customers views -->
<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" create="false" delete="false">
<field name="display_name"/>
<field name="payment_next_action_date"/>
<field name="payment_next_action"/>
<field name="user_id" invisible="1"/>
<field name="country_id" invisible="1"/>
<field name="parent_id" invisible="1"/>
<field name="payment_responsible_id"/>
<field name="payment_earliest_due_date"/>
<field name="latest_followup_level_id"/>
<field name="payment_amount_overdue"/>
<field name="payment_amount_due" />
</tree>
</field>
</record>
<record id="view_partner_inherit_customer_followup_tree" model="ir.ui.view">
<field name="name">res.partner.followup.inherit.tree</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field name="arch" type="xml">
<field name="display_name" position="after">
<field name="payment_responsible_id" invisible="1"/>
</field>
</field>
</record>
<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 Overdue Credits" domain="[('payment_amount_overdue', '>', 0.0)]" name="credits"/>
<separator/>
<filter string="Follow-ups To Do" domain="[('payment_next_action_date', '<=', time.strftime('%%Y-%%m-%%d')), ('payment_amount_overdue', '>', 0.0)]" name="todo"/>
<separator/>
<filter string="No Responsible" domain="[('payment_responsible_id', '=', False)]"/>
<filter string="My Follow-ups" domain="[('payment_responsible_id','=', uid)]" name="my"/>
</group>
</search>
<group string="Group By" position="inside">
<filter string="Follow-up Responsible" context="{'group_by':'payment_responsible_id'}"/>
<filter string="Followup Level" context="{'group_by':'latest_followup_level_id'}"/>
</group>
</field>
</record>
<record id="action_customer_followup" model="ir.actions.act_window">
<field name="name">Manual Follow-Ups</field>
<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="domain">[('payment_amount_due', '>', 0.0)]</field>
<field name="context">{'Followupfirst':True, 'search_default_todo': True} </field>
<field name="search_view_id" ref="customer_followup_search_view"/>
</record>
<!--Inherited view -->
<record id="view_partner_inherit_followup_form" model="ir.ui.view">
<field name="name">res.partner.followup.form.inherit</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="model">res.partner</field>
<field name="groups_id" eval="[(4, ref('account.group_account_invoice'))]"/>
<field name="arch" type="xml" >
<page string="Accounting" position="before">
<page string="Payment Follow-up" groups="account.group_account_invoice" name="followup_tab">
<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':[('payment_amount_due', '<=', 0.0)]}" />
<button name="do_partner_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 email template" attrs="{'invisible':[('payment_amount_due', '<=', 0.0)]}"/>
</div>
<p attrs="{'invisible':[('latest_followup_date','=', False)]}">
The <field name="latest_followup_date" class = "oe_inline"/>, the latest payment follow-up
was: <field name="latest_followup_level_id" class="oe_inline"/>
</p>
<group>
<field name="payment_responsible_id" placeholder="Responsible of credit collection" class="oe_inline"/>
<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="account.group_account_user"/>
<field name="payment_next_action" placeholder="Action to be taken e.g. Give a phonecall, Check if it's paid, ..."/>
</div>
</group>
<label for="payment_note" class="oe_edit_only"/>
<field name="payment_note" placeholder="He said the problem was temporary and promised to pay 50%% before 15th of May, balance before 1st of July."/>
<p class="oe_grey">
Below is the history of the transactions of this
customer. You can check "No Follow-up" in
order to exclude it from the next follow-up actions.
</p>
<field name="unreconciled_aml_ids">
<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="company_id" readonly="True" groups="base.group_multi_company" />
<field name="move_id" readonly="True"/>
<field name="blocked"/>
<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>
</field>
</record>
<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 -->
<menuitem id="account_followup_s" action="action_customer_followup"
parent="menu_finance_followup" name="Do Manual Follow-Ups" sequence="3"/>
<record id="action_customer_my_followup" model="ir.actions.act_window">
<field name="name">My Follow-Ups</field>
<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="domain">[('payment_amount_due', '>', 0.0)]</field>
<field name="context">{'Followupfirst':True, 'search_default_todo': True, 'search_default_my': True} </field>
<field name="search_view_id" ref="customer_followup_search_view"/>
</record>
<menuitem id="base.menu_sales_followup" parent="base.menu_base_partner" name="Payment Follow-up" groups="account.group_account_invoice" sequence="2"/>
<menuitem id="menu_sale_followup" parent="base.menu_sales_followup" sequence="10"
action="action_customer_my_followup" groups="account.group_account_invoice"/>
</data>
</openerp>