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