5 <menuitem name="Budgets" id="menu_action_account_budget_post_tree" parent="account.menu_finance_generic_reporting" sequence="6"/>
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"/>
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">
28 <field name="company_id" widget="selection" groups="base.group_multi_company"/>
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"/>
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"/>
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">
53 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
56 <page string="Accounts">
57 <field name="account_ids"/>
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"/>
72 <form string="Budget Lines">
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"/>
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">
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"/>
105 <sheet string="Budget">
106 <div class="oe_title">
107 <label for="name" class="oe_edit_only"/>
109 <field name="name" attrs="{'readonly':[('state','!=','draft')]}"/>
114 <field name="creating_user_id" attrs="{'readonly':[('state','!=','draft')]}" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'account.group_account_user']}"/>
115 <field name="validating_user_id" readonly="True" attrs="{'readonly':[('state','!=','draft')]}"/>
118 <field name="code" attrs="{'readonly':[('state','!=','draft')]}"/>
119 <label for="date_from" string="Duration"/>
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"/>
124 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
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"/>
141 <form string="Budget Lines">
144 <field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
145 <field name="general_budget_id"/>
146 <field name="planned_amount"/>
149 <label for="date_from" string="Duration"/>
151 <field name="date_from" class="oe_inline"/> -
152 <field name="date_to" class="oe_inline"/>
154 <field name="paid_date"/>
155 <field name="company_id" widget="selection" groups="base.group_multi_company"/>
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"/>
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"/>
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.
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.)
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.
222 <menuitem parent="next_id_31"
223 id="menu_act_crossovered_budget_view"
224 action="act_crossovered_budget_view" sequence="1" />
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"/>
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"/>
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">
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"/>
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"/>
286 <menuitem parent="menu_action_account_budget_post_tree"
287 id="menu_act_crossovered_budget_lines_view"
288 action="act_crossovered_budget_lines_view" />
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"/>
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"/>
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"/>