addons/account_budget/account_budget_view.xml

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