From 2549ce8bb755635783767a5f7454994330a5f382 Mon Sep 17 00:00:00 2001
From: git_admin <gitea@local.domain>
Date: Sat, 2 May 2026 07:02:29 +0000
Subject: [PATCH] Tower: upload om_account_followup 19.0.1.0.2 (was 1.0.2, via
 marketplace)

---
 addons/om_account_followup/views/partners.xml | 192 ++++++++++++++++++
 1 file changed, 192 insertions(+)
 create mode 100644 addons/om_account_followup/views/partners.xml

diff --git a/addons/om_account_followup/views/partners.xml b/addons/om_account_followup/views/partners.xml
new file mode 100644
index 0000000..842ab7f
--- /dev/null
+++ b/addons/om_account_followup/views/partners.xml
@@ -0,0 +1,192 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="customer_followup_tree" model="ir.ui.view">
+            <field name="name">res.partner.followup.inherit.list</field>
+            <field name="model">res.partner</field>
+            <field name="priority" eval="20"/>
+            <field name="arch" type="xml">
+                <list 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"/>
+                </list>
+            </field>
+        </record>
+
+        <record id="view_partner_inherit_customer_followup_tree" model="ir.ui.view">
+            <field name="name">res.partner.followup.inherit.list</field>
+            <field name="model">res.partner</field>
+            <field name="inherit_id" ref="base.view_partner_tree"/>
+            <field name="arch" type="xml">
+                <field name="complete_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">
+                <xpath expr="//group[1]" position="after">
+                    <group>
+                        <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', '&lt;=', time.strftime('%%Y-%%m-%%d')), ('payment_amount_overdue', '>', 0.0)]"
+                                name="todo"/>
+                        <separator/>
+                        <filter string="No Responsible" name="no_responsibe" domain="[('payment_responsible_id', '=', False)]"/>
+                        <filter string="My Follow-ups" domain="[('payment_responsible_id','=', uid)]" name="my"/>
+                    </group>
+                </xpath>
+                <xpath expr="//group[1]" position="inside">
+                    <filter string="Follow-up Responsible" name="responsibe"
+                            context="{'group_by':'payment_responsible_id'}"/>
+                    <filter string="Followup Level" name="followup_level"
+                            context="{'group_by':'latest_followup_level_id'}"/>
+                </xpath>
+            </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_mode">list,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>
+
+        <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="arch" type="xml">
+                <xpath expr="//page[@name='sales_purchases']" position="after">
+                    <page string="Payment Follow-up"
+                          groups="account.group_account_invoice"
+                          name="followup_tab">
+
+                        <div class="oe_right"
+                             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"
+                                    invisible="payment_amount_due &lt;= 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"
+                                    invisible="payment_amount_due &lt;= 0.0"/>
+                        </div>
+
+                        <p invisible="not latest_followup_date">
+                            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"
+                                        invisible="not payment_next_action_date"
+                                        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">
+                            <list string="Account Move line" editable="bottom"
+                                  create="false" delete="false"
+                                  colors="red:(not date_maturity or date_maturity&lt;=current_date) and result&gt;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="date_maturity" readonly="True"/>
+                                <field name="result" readonly="True"/>
+                                <field name="followup_line_id" invisible='1'/>
+                            </list>
+                        </field>
+                        <group class="oe_subtotal_footer oe_right">
+                            <field name="payment_amount_due"/>
+                        </group>
+                        <div class="oe_clear"/>
+                    </page>
+                </xpath>
+            </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">list</field>
+            <field name="view_id" ref="customer_followup_tree"/>
+            <field name="act_window_id" ref="action_customer_followup"/>
+        </record>
+
+        <menuitem id="om_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_mode">list,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="menu_sale_followup"
+                  parent="menu_finance_followup"
+                  sequence="10"
+                  action="action_customer_my_followup"
+                  groups="account.group_account_invoice"/>
+
+    </data>
+</odoo>