addons/account_budget/account_budget_view.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3     <data>
   4     <!-- budget form and tree view from account module *********************************** -->
   5         <record id="action_account_budget_post_tree" model="ir.actions.act_window">
   6             <field name="name">Budgets</field>
   7             <field name="res_model">account.budget.post</field>
   8             <field name="view_type">tree</field>
   9         </record>
  10         <menuitem action="action_account_budget_post_tree" id="menu_action_account_budget_post_tree" parent="account.menu_finance_generic_reporting" sequence="6"/>
  11
  12         <!--
  13     Budgets
  14     -->
  15         <record id="view_budget_post_search" model="ir.ui.view">
  16             <field name="name">account.budget.post.search</field>
  17             <field name="model">account.budget.post</field>
  18             <field name="arch" type="xml">
  19                 <search string="Budgetary Position">
  20                     <field name="name" filter_domain="['|', ('name','ilike',self), ('code','ilike',self)]" string="Budgetary Position"/>
  21                     <field name="company_id" groups="base.group_multi_company"/>
  22                 </search>
  23             </field>
  24         </record>
  25
  26         <record id="view_budget_post_tree" model="ir.ui.view">
  27             <field name="name">account.budget.post.tree</field>
  28             <field name="model">account.budget.post</field>
  29             <field name="arch" type="xml">
  30                 <tree string="Budgetary Position">
  31                     <field name="code"/>
  32                     <field name="name"/>
  33                     <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  34                 </tree>
  35             </field>
  36         </record>
  37
  38         <record id="open_budget_post_form" model="ir.actions.act_window">
  39             <field name="name">Budgetary Positions</field>
  40             <field name="res_model">account.budget.post</field>
  41             <field name="view_type">form</field>
  42             <field name="view_id" ref="view_budget_post_tree"/>
  43             <field name="search_view_id" ref="view_budget_post_search"/>
  44         </record>
  45         <menuitem id="next_id_31" name="Budgets" parent="account.menu_finance" sequence="6"/>
  46         <menuitem id="next_id_pos" name="Budgets" parent="account.menu_finance_configuration" sequence="50"/>
  47         <menuitem action="open_budget_post_form" id="menu_budget_post_form" parent="next_id_pos" sequence="20"/>
  48
  49
  50         <record model="ir.ui.view" id="view_budget_post_form">
  51             <field name="name">account.budget.post.form.inherit</field>
  52             <field name="model">account.budget.post</field>
  53             <field name="arch" type="xml">
  54                 <form string="Budgetary Position" version="7.0">
  55                     <group col="4">
  56                         <field name="name"/>
  57                         <field name="code"/>
  58                         <field name="company_id"  groups="base.group_multi_company" widget="selection"/>
  59                     </group>
  60                     <notebook>
  61                         <page string="Accounts">
  62                             <field name="account_ids"/>
  63                         </page>
  64                         <page string="Budget Lines">
  65                             <field name="crossovered_budget_line" widget="one2many_list" mode="graph,tree">
  66                                 <graph type="bar" string="Lines">
  67                                     <field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
  68                                     <field name="planned_amount" operator="+"/>
  69                                     <field group="True" name="general_budget_id"/>
  70                                 </graph>
  71                                 <tree string="Budget Lines"  editable="top">
  72                                     <field name="crossovered_budget_id"/>
  73                                     <field name="analytic_account_id" groups="analytic.group_analytic_accounting" domain="[('parent_id','!=',False)]"/>
  74                                     <field name="date_from"/>
  75                                     <field name="date_to"/>
  76                                     <field name="paid_date"/>
  77                                     <field name="planned_amount" sum="Planned Amount"/>
  78                                     <field name="practical_amount" sum="Practical Amount" />
  79                                     <field name="theoritical_amount" sum="Theoretical Amount"/>
  80                                     <field name="percentage"/>
  81                                 </tree>
  82                                 <form string="Budget Lines" version="7.0">
  83                                     <group col="4">
  84                                         <field name="crossovered_budget_id"/>
  85                                         <field name="analytic_account_id" groups="analytic.group_analytic_accounting" domain="[('parent_id','!=',False)]" />
  86                                         <field name="date_from"/>
  87                                         <field name="date_to"/>
  88                                         <field name="paid_date"/>
  89                                         <field name="planned_amount"/>
  90                                         <field name="practical_amount"/>
  91                                         <field name="theoritical_amount"/>
  92                                         <field name="percentage"/>
  93                                     </group>
  94                                 </form>
  95                             </field>
  96                         </page>
  97                     </notebook>
  98                 </form>
  99             </field>
 100         </record>
 101
 102         <record model="ir.ui.view" id="crossovered_budget_view_form">
 103             <field name="name">crossovered.budget.view.form</field>
 104             <field name="model">crossovered.budget</field>
 105             <field name="arch" type="xml">
 106                 <form string="Budget" version="7.0">
 107                     <header>
 108                         <button string="Confirm" name="confirm" states="draft" type="workflow" class="oe_highlight"/>
 109                         <button string="Approve" name="validate" states="confirm" type="workflow" class="oe_highlight"/>
 110                         <button string="Done" name="done" states="validate" type="workflow" class="oe_highlight"/>
 111                         <button name="draft" states="cancel" string="Reset to Draft" type="workflow" />
 112                         <button string="Cancel" name="cancel" states="confirm,validate" type="workflow"/>
 113                         <field name="state" widget="statusbar" statusbar_visible="draft,confirm"/>
 114                     </header>
 115                     <sheet string="Budget">
 116                         <div class="oe_title">
 117                             <label for="name" class="oe_edit_only"/>
 118                             <h1>
 119                                 <field name="name" attrs="{'readonly':[('state','!=','draft')]}"/>
 120                             </h1>
 121                         </div>
 122                         <group>
 123                             <group>
 124                                 <field name="creating_user_id" attrs="{'readonly':[('state','!=','draft')]}"/>
 125                                 <field name="validating_user_id" readonly="True" attrs="{'readonly':[('state','!=','draft')]}"/>
 126                             </group>
 127                             <group>
 128                                 <field name="code" attrs="{'readonly':[('state','!=','draft')]}"/>
 129                                 <label for="date_from" string="Duration"/>
 130                                 <div>
 131                                     <field name="date_from" class="oe_inline" attrs="{'readonly':[('state','!=','draft')]}"/> -
 132                                     <field name="date_to" class="oe_inline" attrs="{'readonly':[('state','!=','draft')]}" nolabel="1"/>
 133                                 </div>
 134                                 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
 135                             </group>
 136                         </group>
 137                         <notebook>
 138                             <page string="Budget Lines">
 139                                 <field name="crossovered_budget_line" colspan="4" nolabel="1" attrs="{'readonly':[('state','!=','draft')]}">
 140                                     <tree string="Budget Lines">
 141                                         <field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
 142                                         <field name="general_budget_id"/>
 143                                         <field name="date_from"/>
 144                                         <field name="date_to"/>
 145                                         <field name="paid_date"/>
 146                                         <field name="planned_amount" sum="Planned Amount"/>
 147                                         <field name="practical_amount" sum="Practical Amount"/>
 148                                         <field name="theoritical_amount" sum="Theoretical Amount"/>
 149                                         <field name="percentage"/>
 150                                     </tree>
 151                                     <form string="Budget Lines" version="7.0">
 152                                         <group>
 153                                             <group>
 154                                                 <field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
 155                                                 <field name="general_budget_id"/>
 156                                                 <field name="planned_amount"/>
 157                                             </group>
 158                                             <group>
 159                                                 <label for="date_from" string="Duration"/>
 160                                                 <div>
 161                                                     <field name="date_from" class="oe_inline"/> -
 162                                                     <field name="date_to" class="oe_inline"/>
 163                                                 </div>
 164                                                 <field name="paid_date"/>
 165                                                 <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 166                                             </group>
 167                                         </group>
 168                                     </form>
 169                                 </field>
 170                             </page>
 171                         </notebook>
 172                     </sheet>
 173                 </form>
 174             </field>
 175         </record>
 176
 177         <record model="ir.ui.view" id="crossovered_budget_view_tree">
 178             <field name="name">crossovered.budget.view.tree</field>
 179             <field name="model">crossovered.budget</field>
 180             <field name="arch" type="xml">
 181                <tree colors="blue:state == 'draft';gray:state in ('done','cancel');black:state in ('confirm','validate')" string="Budget">
 182                     <field name="name" colspan="1"/>
 183                     <field name="code" colspan="1"/>
 184                     <field name="date_from"/>
 185                     <field name="date_to"/>
 186                     <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 187                     <field name="creating_user_id"/>
 188                     <field name="state"/>
 189                 </tree>
 190             </field>
 191         </record>
 192
 193         <record id="view_crossovered_budget_search" model="ir.ui.view">
 194            <field name="name">crossovered.budget.search</field>
 195            <field name="model">crossovered.budget</field>
 196            <field name="arch" type="xml">
 197                <search string="Budget">
 198                     <field name="name" filter_domain="['|', ('name','ilike',self), ('code','ilike',self)]" string="Budget"/>
 199                     <field name="date_from"/>
 200                     <field name="date_to"/>
 201                     <filter string="Draft" icon="terp-document-new" domain="[('state','=','draft')]" help="Draft Budgets"/>
 202                     <filter string="To Approve" icon="terp-camera_test" domain="[('state','=','confirm')]" help="To Approve Budgets" />
 203                     <field name="state"/>
 204                 </search>
 205             </field>
 206         </record>
 207
 208         <record model="ir.actions.act_window" id="act_crossovered_budget_view">
 209             <field name="name">Budgets</field>
 210             <field name="res_model">crossovered.budget</field>
 211             <field name="view_type">form</field>
 212             <field name="view_mode">tree,form</field>
 213             <field name="view_id" ref="crossovered_budget_view_tree"/>
 214             <field name="search_view_id" ref="view_crossovered_budget_search"/>
 215             <field name="help" type="html">
 216               <p>
 217                 A budget is a forecast of your company's income and/or expenses
 218                 expected for a period in the future. A budget is defined on some
 219                 financial accounts and/or analytic accounts (that may represent
 220                 projects, departments, categories of products, etc.)
 221               </p><p>
 222                 By keeping track of where your money goes, you may be less
 223                 likely to overspend, and more likely to meet your financial
 224                 goals. Forecast a budget by detailing the expected revenue per
 225                 analytic account and monitor its evolution based on the actuals
 226                 realised during that period.
 227               </p>
 228             </field>
 229         </record>
 230         <menuitem parent="next_id_31"
 231             id="menu_act_crossovered_budget_view"
 232             action="act_crossovered_budget_view" sequence="1" />
 233
 234         <record model="ir.ui.view" id="view_crossovered_budget_line_tree">
 235             <field name="name">crossovered.budget.line.tree</field>
 236             <field name="model">crossovered.budget.lines</field>
 237             <field name="arch" type="xml">
 238                 <tree string="Budget Lines">
 239                     <field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
 240                     <field name="crossovered_budget_id" invisible="1"/>
 241                     <field name="general_budget_id"/>
 242                     <field name="date_from"/>
 243                     <field name="date_to"/>
 244                     <field name="paid_date"/>
 245                     <field name="planned_amount"/>
 246                     <field name="practical_amount"/>
 247                     <field name="theoritical_amount"/>
 248                     <field name="percentage"/>
 249                 </tree>
 250             </field>
 251         </record>
 252         <record model="ir.ui.view" id="view_crossovered_budget_line_form">
 253             <field name="name">crossovered.budget.line.form</field>
 254             <field name="model">crossovered.budget.lines</field>
 255             <field name="arch" type="xml">
 256                 <form string="Budget Lines" version="7.0">
 257                     <sheet>
 258                         <group col="4">
 259                             <field name="crossovered_budget_id"/>
 260                             <field name="analytic_account_id"/>
 261                             <field name="general_budget_id"/>
 262                             <field name="date_from"/>
 263                             <field name="date_to"/>
 264                             <field name="paid_date"/>
 265                             <field name="planned_amount"/>
 266                             <field name="practical_amount"/>
 267                             <field name="theoritical_amount"/>
 268                             <field name="percentage"/>
 269                             <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 270                         </group>
 271                     </sheet>
 272                 </form>
 273             </field>
 274         </record>
 275
 276         <record model="ir.actions.act_window" id="act_crossovered_budget_lines_view">
 277             <field name="name">Budget Lines</field>
 278             <field name="res_model">crossovered.budget.lines</field>
 279             <field name="view_type">form</field>
 280             <field name="view_mode">tree,form</field>
 281             <field name="view_id" ref="view_crossovered_budget_line_tree"/>
 282         </record>
 283
 284         <menuitem parent="menu_action_account_budget_post_tree"
 285             id="menu_act_crossovered_budget_lines_view"
 286             action="act_crossovered_budget_lines_view" />
 287
 288         <!--  Shortcuts -->
 289         <act_window name="Budget Lines"
 290             context="{'search_default_analytic_account_id': [active_id], 'default_analytic_account_id': active_id}"
 291             res_model="crossovered.budget.lines"
 292             src_model="account.analytic.account"
 293             id="act_account_analytic_account_cb_lines"/>
 294
 295
 296         <record model="ir.ui.view" id="view_account_analytic_account_form_inherit_budget">
 297             <field name="name">account.analytic.account.form.inherot.budget</field>
 298             <field name="model">account.analytic.account</field>
 299             <field name="inherit_id" ref="analytic.view_account_analytic_account_form"/>
 300             <field name="arch" type="xml">
 301                 <notebook position="inside">
 302                     <page string="Budget Lines">
 303                             <field name="crossovered_budget_line" widget="one2many_list" colspan="4" nolabel="1" mode="tree,graph">
 304                                 <tree string="Budget Lines" editable="top">
 305                                     <field name="crossovered_budget_id"/>
 306                                     <field name="general_budget_id"/>
 307                                     <field name="date_from"/>
 308                                     <field name="date_to"/>
 309                                     <field name="paid_date"/>
 310                                     <field name="planned_amount"/>
 311                                     <field name="practical_amount" sum="Practical Amount"/>
 312                                     <field name="theoritical_amount" sum="Theoritical Amount"/>
 313                                     <field name="percentage"/>
 314                                 </tree>
 315                                 <form string="Budget Lines">
 316                                     <field name="crossovered_budget_id"/>
 317                                     <field name="general_budget_id"/>
 318                                     <field name="date_from"/>
 319                                     <field name="date_to"/>
 320                                     <field name="paid_date"/>
 321                                     <field name="planned_amount"/>
 322                                 </form>
 323                                 <graph type="bar" string="Lines">
 324                                     <field name="general_budget_id" />
 325                                     <field name="planned_amount" operator="+"/>
 326                                     <field group="True" name="analytic_account_id"/>
 327                                 </graph>
 328                             </field>
 329                     </page>
 330                 </notebook>
 331             </field>
 332         </record>
 333
 334     </data>
 335 </openerp>
 336
 337