addons/account_coda/account_coda_view.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3   <data>
   4
   5     <!-- CODA Configuration -->
   6     <menuitem id="menu_manage_coda" name="CODA Configuration" parent="account.menu_finance_configuration" sequence="30"/>
   7
   8     <!-- CODA Bank Account Configuration -->
   9     <record id="view_coda_bank_account_search" model="ir.ui.view">
  10         <field name="name">coda.bank.account.search</field>
  11         <field name="model">coda.bank.account</field>
  12         <field name="type">search</field>
  13         <field name="arch" type="xml">
  14             <search string="CODA Bank Account Configuration">
  15                 <field name="name" filter_domain="['|', ('name','ilike',self), ('description1','ilike',self)]" string="CODA Bank Account"/>
  16                 <filter string="Normal" domain="[('state','=','normal')]" icon="terp-folder-green"/>
  17                 <filter string="Info" domain="[('state','=','info')]" icon="terp-folder-yellow"/>
  18                 <field name="bank_id"/>
  19                 <field name="journal"/>
  20                 <field name="currency"/>
  21                 <field name="company_id" groups="base.group_multi_company"/>
  22                 <group expand="0" string="Group By...">
  23                     <filter string="Bank Account" icon="terp-folder-yellow" domain="[]" context="{'group_by':'bank_id'}"/>
  24                     <filter string="Currency" icon="terp-dolar" domain="[]" context="{'group_by':'currency'}"/>
  25                 </group>
  26             </search>
  27         </field>
  28     </record>
  29     <record id="view_coda_bank_account_list" model="ir.ui.view">
  30       <field name="name">coda.bank.account.list</field>
  31       <field name="model">coda.bank.account</field>
  32       <field name="type">tree</field>
  33       <field name="arch" type="xml">
  34         <tree string="CODA Bank Account Configuration">
  35           <field name="name"/>
  36           <field name="bank_id"/>
  37           <field name="currency"/>
  38           <field name="description1"/>
  39           <field name="journal"/>
  40           <field name="state"/>
  41         </tree>
  42       </field>
  43     </record>
  44     <record id="view_coda_bank_account_form" model="ir.ui.view">
  45       <field name="name">coda.bank.account.form</field>
  46       <field name="model">coda.bank.account</field>
  47       <field name="type">form</field>
  48       <field name="arch" type="xml">
  49         <form string="CODA Bank Account Configuration" version="7.0">
  50             <group col="4">
  51                 <field name="name" colspan="4"/>
  52                 <field name="bank_id" domain="[('partner_id.ref_companies', 'in', [company_id])]"/>
  53                 <field name="description1"/>
  54                 <field name="currency"/>
  55                 <field name="description2"/>
  56                 <field name="coda_st_naming"/>
  57                 <field name="state" on_change="onchange_state(state)"/>
  58                 <field name="journal" attrs="{'invisible':[('state','=','info')]}"/>
  59                 <newline/>
  60                 <field name="def_payable"/>
  61                 <field name="def_receivable"/>
  62                 <field name="awaiting_account"/>
  63                 <field name="transfer_account"/>
  64                 <field name="find_bbacom"/>
  65                 <field name="find_partner"/>
  66                 <field name="company_id" widget='selection' groups="base.group_multi_company"/>
  67                 <field name="active"/>
  68             </group>
  69         </form>
  70       </field>
  71     </record>
  72     <record id="action_coda_bank_account_form" model="ir.actions.act_window">
  73       <field name="name">CODA Bank Account Configuration</field>
  74       <field name="res_model">coda.bank.account</field>
  75       <field name="view_type">form</field>
  76       <field name="view_mode">tree,form</field>
  77       <field name="search_view_id" ref="view_coda_bank_account_search"/>
  78     </record>
  79     <menuitem action="action_coda_bank_account_form" id="menu_action_coda_bank_account_form" parent="menu_manage_coda" sequence="1" groups="base.group_no_one"/>
  80
  81     <!-- CODA Transaction Types -->
  82     <record id="view_account_coda_trans_type_tree" model="ir.ui.view">
  83       <field name="name">account.coda.trans.type.tree</field>
  84       <field name="model">account.coda.trans.type</field>
  85       <field name="type">tree</field>
  86       <field name="arch" type="xml">
  87         <tree string="CODA Transaction Types">
  88           <field name="type"/>
  89           <field name="parent_id"/>
  90           <field name="description"/>
  91         </tree>
  92       </field>
  93     </record>
  94     <record id="view_account_coda_trans_type_form" model="ir.ui.view">
  95       <field name="name">account.coda.trans.type.form</field>
  96       <field name="model">account.coda.trans.type</field>
  97       <field name="type">form</field>
  98       <field name="arch" type="xml">
  99           <form string="CODA Transaction Type" version="7.0">
 100               <group col="4">
 101                   <field name="type"/>
 102                   <field name="parent_id"/>
 103                   <field name="description" colspan="4"/>
 104               </group>
 105           </form>
 106       </field>
 107     </record>
 108     <record id="action_account_coda_trans_type_form" model="ir.actions.act_window">
 109       <field name="name">CODA Transaction Types</field>
 110       <field name="type">ir.actions.act_window</field>
 111       <field name="res_model">account.coda.trans.type</field>
 112       <field name="view_type">form</field>
 113       <field name="view_mode">tree,form</field>
 114     </record>
 115     <menuitem action="action_account_coda_trans_type_form" id="menu_action_account_coda_trans_type_form" parent="menu_manage_coda" sequence="2" groups="base.group_no_one"/>
 116
 117     <!-- CODA Transaction Codes -->
 118     <record id="view_account_coda_trans_code_tree" model="ir.ui.view">
 119       <field name="name">account.coda.trans.code.tree</field>
 120       <field name="model">account.coda.trans.code</field>
 121       <field name="type">tree</field>
 122       <field name="arch" type="xml">
 123         <tree string="CODA Transaction Codes">
 124           <field name="code"/>
 125           <field name="type"/>
 126           <field name="parent_id"/>
 127           <field name="description"/>
 128         </tree>
 129       </field>
 130     </record>
 131     <record id="view_account_coda_trans_code_form" model="ir.ui.view">
 132       <field name="name">account.coda.trans.code.form</field>
 133       <field name="model">account.coda.trans.code</field>
 134       <field name="type">form</field>
 135       <field name="arch" type="xml">
 136           <form string="CODA Transaction Code" version="7.0">
 137               <group col="4">
 138                   <field name="code"/>
 139                   <field name="type"/>
 140                   <field name="parent_id"/>
 141                   <field name="description"/>
 142               </group>
 143               <field name="comment"/>
 144           </form>
 145       </field>
 146     </record>
 147     <record id="action_account_coda_trans_code_form" model="ir.actions.act_window">
 148       <field name="name">CODA Transaction Codes</field>
 149       <field name="type">ir.actions.act_window</field>
 150       <field name="res_model">account.coda.trans.code</field>
 151       <field name="view_type">form</field>
 152       <field name="view_mode">tree,form</field>
 153     </record>
 154     <menuitem action="action_account_coda_trans_code_form" id="menu_action_account_coda_trans_code_form" parent="menu_manage_coda"  sequence="3" groups="base.group_no_one"/>
 155
 156     <!-- CODA Transaction Categories -->
 157     <record id="view_account_coda_trans_category_tree" model="ir.ui.view">
 158       <field name="name">account.coda.trans.category.tree</field>
 159       <field name="model">account.coda.trans.category</field>
 160       <field name="type">tree</field>
 161       <field name="arch" type="xml">
 162         <tree string="CODA Transaction Categories">
 163           <field name="category"/>
 164           <field name="description"/>
 165         </tree>
 166       </field>
 167     </record>
 168     <record id="view_account_coda_trans_category_form" model="ir.ui.view">
 169       <field name="name">account.coda.trans.category.form</field>
 170       <field name="model">account.coda.trans.category</field>
 171       <field name="type">form</field>
 172       <field name="arch" type="xml">
 173           <form string="CODA Transaction Category" version="7.0">
 174               <field name="category"/>
 175               <field name="description"/>
 176           </form>
 177       </field>
 178     </record>
 179     <record id="action_account_coda_trans_category_form" model="ir.actions.act_window">
 180       <field name="name">CODA Transaction Categories</field>
 181       <field name="type">ir.actions.act_window</field>
 182       <field name="res_model">account.coda.trans.category</field>
 183       <field name="view_type">form</field>
 184       <field name="view_mode">tree,form</field>
 185     </record>
 186     <menuitem action="action_account_coda_trans_category_form" id="menu_action_account_coda_trans_category_form" parent="menu_manage_coda"  sequence="4" groups="base.group_no_one"/>
 187
 188     <!-- CODA Structured Communication Types -->
 189     <record id="view_account_coda_comm_type_tree" model="ir.ui.view">
 190       <field name="name">account.coda.comm.type.tree</field>
 191       <field name="model">account.coda.comm.type</field>
 192       <field name="type">tree</field>
 193       <field name="arch" type="xml">
 194         <tree string="CODA Structured Communication Types">
 195           <field name="code"/>
 196           <field name="description"/>
 197         </tree>
 198       </field>
 199     </record>
 200     <record id="view_account_coda_comm_type_form" model="ir.ui.view">
 201       <field name="name">account.coda.comm.type.form</field>
 202       <field name="model">account.coda.comm.type</field>
 203       <field name="type">form</field>
 204       <field name="arch" type="xml">
 205           <form string="CODA Structured Communication Type" version="7.0">
 206               <field name="code"/>
 207               <field name="description"/>
 208           </form>
 209       </field>
 210     </record>
 211     <record id="action_account_coda_comm_type_form" model="ir.actions.act_window">
 212       <field name="name">CODA Structured Communication Types</field>
 213       <field name="type">ir.actions.act_window</field>
 214       <field name="res_model">account.coda.comm.type</field>
 215       <field name="view_type">form</field>
 216       <field name="view_mode">tree,form</field>
 217     </record>
 218     <menuitem action="action_account_coda_comm_type_form" id="menu_action_account_coda_comm_type_form" parent="menu_manage_coda"  sequence="5" groups="base.group_no_one"/>
 219
 220     <!-- CODA Processing -->
 221     <menuitem name="CODA Processing" parent="account.menu_finance_bank_and_cash" id="menu_account_coda" sequence="40"/>
 222     <menuitem name="Import CODA Files" parent="menu_account_coda" id="menu_account_coda_import" action="action_account_coda_import" sequence="41"/>
 223
 224     <!-- CODA Files -->
 225     <record model="ir.ui.view" id="view_account_coda_tree">
 226       <field name="name">account.coda.tree</field>
 227       <field name="model">account.coda</field>
 228       <field name="type">tree</field>
 229       <field name="arch" type="xml">
 230         <tree string="CODA Files">
 231           <field name="coda_creation_date"/>
 232           <field name="name"/>
 233           <field name="date"/>
 234           <field name="user_id"/>
 235           <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 236         </tree>
 237       </field>
 238     </record>
 239
 240     <record model="ir.ui.view" id="view_account_coda_form">
 241         <field name="name">account.coda.form</field>
 242         <field name="model">account.coda</field>
 243         <field name="type">form</field>
 244         <field name="arch" type="xml">
 245             <form string="CODA File" version="7.0">
 246                 <sheet>
 247                     <group col="4">
 248                         <field name="coda_creation_date"/>
 249                         <field name="name"/>
 250                         <field name="coda_data" filename="name"/>
 251                         <field name="date"/>
 252                         <field name="user_id"/>
 253                         <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 254                     </group>
 255                     <separator string="Additional Information"/>
 256                     <field name="note"/>
 257                     <field name="statement_ids"/>
 258                 </sheet>
 259             </form>
 260         </field>
 261     </record>
 262
 263     <record id="view_account_coda_filter" model="ir.ui.view">
 264       <field name="name">account.coda.search</field>
 265       <field name="model">account.coda</field>
 266       <field name="type">search</field>
 267       <field name="arch" type="xml">
 268         <search string="Search CODA Files">
 269             <field name="coda_creation_date"/>
 270             <field name="date"/>
 271             <field name="user_id"/>
 272             <field name="company_id" groups="base.group_multi_company"/>
 273             <group expand="0" string="Group By...">
 274                 <filter string="CODA Creation Date" icon="terp-go-month" domain="[]" context="{'group_by':'coda_creation_date'}"/>
 275                 <filter string="User" icon="terp-personal" domain="[]"  context="{'group_by':'user_id'}"/>
 276                 <filter string="Company" icon="terp-go-home" domain="[]" groups="base.group_multi_company" context="{'group_by':'company_id'}"/>
 277             </group>
 278         </search>
 279       </field>
 280     </record>
 281
 282     <record model="ir.actions.act_window" id="action_imported_coda_files">
 283       <field name="name">Imported CODA Files</field>
 284       <field name="type">ir.actions.act_window</field>
 285       <field name="res_model">account.coda</field>
 286       <field name="view_type">form</field>
 287       <field name="view_mode">tree,form</field>
 288       <field name="view_id" ref="view_account_coda_tree"/>
 289       <field name="search_view_id" ref="view_account_coda_filter"/>
 290     </record>
 291
 292     <menuitem name="Imported CODA Files" parent="menu_account_coda" id="menu_imported_coda_files" action="action_imported_coda_files"  sequence="42"/>
 293
 294     <!-- CODA Bank Statements -->
 295     <record id="view_coda_bank_statement_list" model="ir.ui.view">
 296       <field name="name">coda.bank.statement.list</field>
 297       <field name="model">coda.bank.statement</field>
 298       <field name="type">tree</field>
 299       <field name="arch" type="xml">
 300         <tree colors="red:balance_end_real!=balance_end;blue:state=='draft' and (balance_end_real==balance_end)" string="CODA Bank Statements">
 301           <field name="name"/>
 302           <field name="date"/>
 303           <field name="period_id"/>
 304           <field name="coda_bank_account_id"/>
 305           <field name="balance_start"/>
 306           <field name="balance_end_real"/>
 307           <field name="balance_end"/>
 308           <field name="type"/>
 309         </tree>
 310       </field>
 311     </record>
 312
 313     <record id="view_coda_bank_statement_form" model="ir.ui.view">
 314       <field name="name">coda.bank.statement.form</field>
 315       <field name="model">coda.bank.statement</field>
 316       <field name="type">form</field>
 317       <field name="arch" type="xml">
 318           <form string="CODA Bank Statement" version="7.0">
 319               <sheet>
 320                   <group col="4">
 321                       <field name="name"/>
 322                       <field name="date"/>
 323                       <field name="coda_bank_account_id"/>
 324                       <field name="currency"/>
 325                       <field name="period_id"/>
 326                       <field name="type"/>
 327                       <newline/>
 328                       <field name="balance_start"/>
 329                       <field name="balance_end_real"/>
 330                   </group>
 331                   <notebook>
 332                     <page string="Transactions">
 333                       <field name="line_ids">
 334                         <tree string="CODA Statement Lines">
 335                           <field name="sequence" string="Seq"/>
 336                           <field name="date"/>
 337                           <field name="val_date"/>
 338                           <field name="ref"/>
 339                           <field name="name" width="250"/>
 340                           <field name="type"/>
 341                           <field name="partner_id"/>
 342                           <field name="account_id"/>
 343                           <field name="amount"/>
 344                           <field name="globalisation_amount" string="Glob. Amount"/>
 345                           <field name="globalisation_id" string="Glob. Id"/>
 346                         </tree>
 347                         <form string="CODA Statement Lines" version="7.0">
 348                           <group col="4">
 349                               <field name="sequence" string="Seq"/>
 350                               <field name="date"/>
 351                               <field name="val_date"/>
 352                               <field name="name"/>
 353                               <field name="type"/>
 354                               <field name="partner_id"/>
 355                               <field domain="[('type', '&lt;&gt;', 'view')]" name="account_id"/>
 356                               <field name="amount"/>
 357                               <field name="ref"/>
 358                               <field name="globalisation_amount"/>
 359                               <field name="globalisation_level"/>
 360                               <field name="globalisation_id"/>
 361                           </group>
 362                           <separator string="Notes"/>
 363                           <field name="note"/>
 364                         </form>
 365                       </field>
 366                     </page>
 367                   </notebook>
 368                   <group colspan="4">
 369                     <field name="balance_end"/>
 370                   </group>
 371               </sheet>
 372           </form>
 373       </field>
 374     </record>
 375
 376     <record id="view_coda_bank_statement_search" model="ir.ui.view">
 377         <field name="name">coda.bank.statement.search</field>
 378         <field name="model">coda.bank.statement</field>
 379         <field name="type">search</field>
 380         <field name="arch" type="xml">
 381             <search string="Search CODA Bank Statements">
 382                 <field name="name" string="CODA Bank Statement"/>
 383                 <field name="date"/>
 384                 <filter string="Normal" domain="[('type','=','normal')]" icon="terp-folder-green"/>
 385                 <filter string="Info" domain="[('type','=','info')]" icon="terp-folder-yellow"/>
 386                 <field name="period_id"/>
 387                 <field name="coda_bank_account_id"/>
 388                 <field name="journal_id" domain="[('type', '=', 'bank')]"/>
 389                 <group expand="0" string="Group By...">
 390                     <filter string="Journal" context="{'group_by': 'journal_id'}" icon="terp-folder-orange"/>
 391                     <filter string="Period" context="{'group_by': 'period_id'}" icon="terp-go-month"/>
 392                 </group>
 393             </search>
 394         </field>
 395     </record>
 396
 397     <record model="ir.actions.act_window" id="action_coda_bank_statements">
 398       <field name="name">CODA Bank Statements</field>
 399       <field name="type">ir.actions.act_window</field>
 400       <field name="res_model">coda.bank.statement</field>
 401       <field name="view_type">form</field>
 402       <field name="view_mode">tree,form</field>
 403       <field name="view_id" ref="view_coda_bank_statement_list"/>
 404       <field name="search_view_id" ref="view_coda_bank_statement_search"/>
 405       <field name="help">The CODA Bank Statements contain the information encoded in their originating CODA file in a human readable format. The Bank Statements associated with a CODA contain the subset of the CODA Bank Statement data that is required for the creation of the Accounting Entries.</field>
 406     </record>
 407
 408     <menuitem name="CODA Bank Statements" parent="menu_account_coda" id="menu_coda_bank_statements" action="action_coda_bank_statements"  sequence="43"/>
 409
 410     <!-- CODA Bank Statement Line View -->
 411
 412     <record id="view_coda_bank_statement_line_list" model="ir.ui.view">
 413       <field name="name">coda.bank.statement.line.list</field>
 414       <field name="model">coda.bank.statement.line</field>
 415       <field name="type">tree</field>
 416       <field name="arch" type="xml">
 417         <tree editable="bottom" string="CODA Statement Lines">
 418           <field name="sequence" readonly="1" invisible="1"/>
 419           <field name="coda_bank_account_id" readonly="1"/>
 420           <field name="date" readonly="1"/>
 421           <field name="val_date" readonly="1"/>
 422           <field name="name"/>
 423           <field name="statement_id" readonly="1"/>
 424           <field name="ref" readonly="1"/>
 425           <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
 426           <field name="type" on_change="onchange_type(partner_id, type)"/>
 427           <field name="account_id" domain="[('journal_id','=',parent.journal_id)]"/>
 428           <field name="amount" readonly="1" sum="Total Amount"/>
 429           <field name="globalisation_id" string="Glob. Id"/>
 430           <field name="globalisation_amount" string="Glob. Am."/>
 431         </tree>
 432       </field>
 433     </record>
 434
 435     <record id="view_coda_bank_statement_line_form" model="ir.ui.view">
 436       <field name="name">coda.bank.statement.line.form</field>
 437       <field name="model">coda.bank.statement.line</field>
 438       <field name="type">form</field>
 439       <field name="arch" type="xml">
 440         <form string="CODA Statement Line" version="7.0">
 441             <group col="4">
 442                 <field name="statement_id"/>
 443                 <field name="coda_bank_account_id"/>
 444                 <field name="date"/>
 445                 <field name="val_date"/>
 446                 <field name="name"/>
 447                 <field name="ref" readonly="0"/>
 448                 <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
 449                 <field name="type" on_change="onchange_type(partner_id, type)"/>
 450                 <field domain="[('journal_id', '=', parent.journal_id), ('type', '&lt;&gt;', 'view')]" name="account_id"/>
 451                 <field name="amount"/>
 452                 <field name="globalisation_id"/>
 453                 <field name="sequence" readonly="0"/>
 454             </group>
 455             <separator string="Notes"/>
 456             <field name="note"/>
 457         </form>
 458       </field>
 459     </record>
 460
 461     <record id="view_coda_bank_statement_line_filter" model="ir.ui.view">
 462         <field name="name">coda.bank.statement.line.filter</field>
 463         <field name="model">coda.bank.statement.line</field>
 464         <field name="type">search</field>
 465         <field name="arch" type="xml">
 466             <search string="Search Bank Transactions">
 467                 <field name="name" filter_domain="['|', ('name','ilike',self), ('ref','ilike',self)]" string="Bank Transaction"/>
 468                 <field name="val_date"/>
 469                 <filter name="debit" string="Debit" domain="[('amount','&gt;',0)]" icon="terp-folder-green" help="Debit Transactions."/>
 470                 <filter name="credit" string="Credit" domain="[('amount','&lt;',0)]" icon="terp-folder-orange" help="Credit Transactions."/>
 471                 <field name="statement_id"/>
 472                 <field name="globalisation_id" string="Glob. Id"/>
 473                 <group expand="0" string="Extended Filters...">
 474                     <field name="coda_bank_account_id"/>
 475                     <field name="account_id"/>
 476                     <field name="partner_id"/>
 477                     <field name="amount"/>
 478                     <field name="globalisation_amount" string="Glob. Amount"/>
 479                     <field name="type"/>
 480                     <field name="note"/>
 481                 </group>
 482                 <newline/>
 483                 <group string="Group By..." expand="0">
 484                     <filter string="Bank Account" context="{'group_by':'coda_bank_account_id'}" icon="terp-folder-green"/>
 485                     <filter string="Statement" context="{'group_by':'statement_id'}" icon="terp-folder-orange"/>
 486                     <filter string="Fin.Account" context="{'group_by':'account_id'}" icon="terp-folder-yellow"/>
 487                 </group>
 488             </search>
 489         </field>
 490     </record>
 491
 492     <record id="action_coda_bank_statement_line" model="ir.actions.act_window">
 493       <field name="name">CODA Statement Lines</field>
 494       <field name="res_model">coda.bank.statement.line</field>
 495       <field name="view_type">form</field>
 496       <field name="view_mode">tree,graph,form</field>
 497       <field name="context">{'block_statement_line_delete' : 1}</field>
 498       <field name="search_view_id" ref="view_coda_bank_statement_line_filter"/>
 499       <field name="view_id" ref="view_coda_bank_statement_line_list"/>
 500     </record>
 501
 502     <menuitem action="action_coda_bank_statement_line" id="coda_bank_statement_line" parent="menu_account_coda" sequence="44"/>
 503
 504     <act_window name="CODA Data File"
 505       domain="[('statement_ids', '=', active_id)]"
 506       res_model="account.coda"
 507       src_model="coda.bank.statement"
 508       view_type="form"
 509       view_mode="tree,form"
 510       id="act_coda_bank_statement_goto_account_coda"/>
 511
 512     <act_window name="Bank Statement"
 513       domain="[('coda_statement_id', '=', active_id)]"
 514       res_model="account.bank.statement"
 515       src_model="coda.bank.statement"
 516       view_type="form"
 517       view_mode="tree,form"
 518       id="act_coda_bank_statement_goto_account_bank_statement"/>
 519
 520     <act_window name="CODA Bank Statement"
 521       domain="[('statement_id', '=', active_id)]"
 522       context="{'bank_statement': 1}"
 523       res_model="coda.bank.statement"
 524       src_model="account.bank.statement"
 525       view_type="form"
 526       view_mode="tree,form"
 527       id="act_account_bank_statement_goto_coda_bank_statement"/>
 528
 529   </data>
 530 </openerp>