306 lines
15 KiB
XML
306 lines
15 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_budget_post_search" model="ir.ui.view">
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<field name="name">account.budget.post.search</field>
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<field name="model">account.budget.post</field>
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<field name="arch" type="xml">
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<search string="Budgetary Position">
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<field name="name" filter_domain="[('name','ilike',self)]" string="Budgetary Position"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</search>
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</field>
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</record>
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<record id="view_budget_post_tree" model="ir.ui.view">
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<field name="name">account.budget.post.tree</field>
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<field name="model">account.budget.post</field>
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<field name="arch" type="xml">
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<tree string="Budgetary Position">
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<field name="name"/>
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<field name="company_id" options="{'no_create': True}" 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="open_budget_post_form" model="ir.actions.act_window">
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<field name="name">Budgetary Positions</field>
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<field name="res_model">account.budget.post</field>
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<field name="view_mode">tree,kanban,form</field>
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<field name="view_id" ref="view_budget_post_tree"/>
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<field name="search_view_id" ref="view_budget_post_search"/>
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</record>
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<menuitem action="open_budget_post_form" id="menu_budget_post_form" parent="account.account_management_menu"
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sequence="5"/>
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<record model="ir.ui.view" id="view_budget_post_form">
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<field name="name">account.budget.post.form</field>
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<field name="model">account.budget.post</field>
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<field name="arch" type="xml">
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<form string="Budgetary Position">
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<sheet>
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<group col="4">
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<field name="name"/>
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<field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/>
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</group>
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<notebook>
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<page string="Accounts">
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<field name="account_ids">
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<tree>
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<field name="code"/>
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<field name="name"/>
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</tree>
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</field>
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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 model="ir.ui.view" id="crossovered_budget_view_form">
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<field name="name">budget.view.form</field>
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<field name="model">budget.budget</field>
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<field name="arch" type="xml">
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<form string="Budget">
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<header>
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<button string="Confirm" name="action_budget_confirm" states="draft" type="object"
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class="oe_highlight"/>
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<button string="Approve" name="action_budget_validate" states="confirm" type="object"
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class="oe_highlight"/>
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<button string="Done" name="action_budget_done" states="validate" type="object"
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class="oe_highlight"/>
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<button string="Reset to Draft" name="action_budget_draft" states="cancel" type="object"/>
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<button string="Cancel Budget" name="action_budget_cancel" states="confirm,validate" type="object"/>
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<field name="state" widget="statusbar" statusbar_visible="draft,confirm"/>
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</header>
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<sheet string="Budget">
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<div class="oe_title">
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<label for="name" class="oe_edit_only"/>
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<h1>
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<field name="name" attrs="{'readonly':[('state','!=','draft')]}" placeholder="Budget Name"/>
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</h1>
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</div>
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<group>
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<group>
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<field name="creating_user_id" attrs="{'readonly':[('state','!=','draft')]}"/>
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</group>
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<group>
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<label for="date_from" string="Period"/>
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<div>
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<field name="date_from" placeholder="From" class="oe_inline"
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attrs="{'readonly':[('state','!=','draft')]}"/>
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-
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<field name="date_to" placeholder="To" class="oe_inline" attrs="{'readonly':[('state','!=','draft')]}"
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nolabel="1"/>
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</div>
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<field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/>
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</group>
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</group>
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<notebook>
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<page string="Budget Lines">
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<field name="budget_line"
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context="{'default_date_from': date_from,'default_date_to': date_to}" colspan="4"
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nolabel="1" attrs="{'readonly':[('state','!=','draft')]}">
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<tree string="Budget Lines">
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<field name="general_budget_id"/>
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<field name="analytic_account_id" groups="analytic.group_analytic_accounting"
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required="1"/>
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<field name="date_from"/>
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<field name="date_to"/>
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<field name="paid_date" groups="base.group_no_one"/>
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<field name="planned_amount" sum="Planned Amount" widget="monetary"/>
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<field name="practical_amount" sum="Practical Amount" widget="monetary"/>
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<field name="theoretical_amount" sum="Theoretical Amount" widget="monetary"/>
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<field name="percentage"/>
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</tree>
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<form string="Budget Lines">
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<group>
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<group>
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<field name="general_budget_id"/>
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<field name="planned_amount" widget="monetary"/>
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<field name="analytic_account_id"
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groups="analytic.group_analytic_accounting" required="1"/>
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</group>
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<group>
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<label for="date_from" string="Period"/>
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<div>
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<field name="date_from" placeholder="From" class="oe_inline"/>
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-
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<field name="date_to" placeholder="To" class="oe_inline"/>
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</div>
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<field name="paid_date" groups="base.group_no_one"/>
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<field name="company_id" options="{'no_create': True}"
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groups="base.group_multi_company"/>
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</group>
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</group>
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</form>
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</field>
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</page>
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</notebook>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers" groups="base.group_user"/>
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<field name="message_ids" widget="mail_thread"/>
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</div>
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</form>
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</field>
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</record>
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<record model="ir.ui.view" id="budget_budget_view_tree">
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<field name="name">budget.view.tree</field>
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<field name="model">budget.budget</field>
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<field name="arch" type="xml">
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<tree decoration-info="state == 'draft'" decoration-muted="state in ('done','cancel')" string="Budget">
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<field name="name" colspan="1"/>
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<field name="date_from"/>
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<field name="date_to"/>
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<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
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<field name="creating_user_id"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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<record id="view_budget_kanban" model="ir.ui.view">
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<field name="name">budget.kanban</field>
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<field name="model">budget.budget</field>
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<field name="arch" type="xml">
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<kanban class="o_kanban_mobile">
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<field name="name"/>
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<field name="date_from"/>
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<field name="date_to"/>
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<field name="creating_user_id"/>
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<field name="state"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="oe_kanban_global_click">
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<div class="row mb4">
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<div class="col-8">
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<strong>
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<field name="name"/>
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</strong>
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</div>
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<div class="col-4">
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<span class="float-right">
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<field name="state" widget="label_selection"
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options="{'classes': {'draft': 'default', 'done': 'success'}}"/>
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</span>
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</div>
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</div>
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<div class="row">
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<div class="col-10">
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<i class="fa fa-clock-o"/>
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<t t-esc="record.date_from.value"/>-
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<t t-esc="record.date_to.value"/>
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</div>
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<div class="col-xs-2">
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<span class="float-right">
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<img alt="" t-att-src="kanban_image('res.users', 'image_small', record.creating_user_id.raw_value)"
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t-att-title="record.creating_user_id.value" width="24" height="24"
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class="oe_kanban_avatar float-right"/>
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</span>
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</div>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<record model="ir.actions.act_window" id="act_budget_view">
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<field name="name">Budgets</field>
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<field name="res_model">budget.budget</field>
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<field name="view_mode">tree,kanban,form</field>
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<field name="view_id" ref="budget_budget_view_tree"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to create a new budget.
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</p>
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<p>
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A budget is a forecast of your company's income and/or expenses
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expected for a period in the future. A budget is defined on some
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financial accounts and/or analytic accounts (that may represent
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projects, departments, categories of products, etc.)
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</p>
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<p>
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By keeping track of where your money goes, you may be less
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likely to overspend, and more likely to meet your financial
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goals. Forecast a budget by detailing the expected revenue per
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analytic account and monitor its evolution based on the actuals
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realised during that period.
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</p>
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</field>
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</record>
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<menuitem parent="account.menu_finance_entries_management"
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id="menu_act_budget_view"
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name="Budgets"
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action="act_budget_view" sequence="60"
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groups="account.group_account_user"/>
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<record id="view_budget_line_search" model="ir.ui.view">
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<field name="name">account.budget.line.search</field>
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<field name="model">budget.lines</field>
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<field name="arch" type="xml">
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<search string="Budget Lines">
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<field name="analytic_account_id"/>
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</search>
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</field>
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</record>
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<record model="ir.ui.view" id="view_budget_line_tree">
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<field name="name">budget.line.tree</field>
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<field name="model">budget.lines</field>
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<field name="arch" type="xml">
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<tree string="Budget Lines">
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<field name="budget_id" invisible="1"/>
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<field name="general_budget_id"/>
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<field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
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<field name="date_from"/>
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<field name="date_to"/>
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<field name="paid_date" groups="base.group_no_one"/>
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<field name="planned_amount" widget="monetary"/>
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<field name="practical_amount" widget="monetary"/>
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<field name="theoretical_amount" widget="monetary"/>
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<field name="percentage"/>
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</tree>
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</field>
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</record>
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<record model="ir.ui.view" id="view_budget_line_form">
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<field name="name">budget.line.form</field>
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<field name="model">budget.lines</field>
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<field name="arch" type="xml">
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<form string="Budget Lines">
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<sheet>
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<group col="4">
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<field name="budget_id"/>
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<field name="analytic_account_id"/>
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<field name="general_budget_id"/>
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<field name="date_from"/>
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<field name="date_to"/>
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<field name="paid_date"/>
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<field name="planned_amount" widget="monetary"/>
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<field name="practical_amount" widget="monetary"/>
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<field name="theoretical_amount" widget="monetary"/>
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<field name="percentage"/>
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<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
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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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<record model="ir.actions.act_window" id="act_budget_lines_view">
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<field name="name">Budgets</field>
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<field name="res_model">budget.lines</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="view_budget_line_tree"/>
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</record>
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<menuitem parent="account.account_reports_management_menu"
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id="menu_act_crossovered_budget_lines_view"
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action="act_budget_lines_view" sequence="20"/>
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</odoo>
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