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               <filter string="Normal" domain="[('state','=','normal')]" icon="terp-folder-green"/>
  16               <filter string="Info" domain="[('state','=','info')]" icon="terp-folder-yellow"/>
  17               <separator orientation="vertical"/>
  18               <field name="name"/>
  19               <field name="bank_id"/>
  20               <field name="description1"/>
  21               <field name="journal"/>
  22               <field name="currency" widget="selection"/>
  23               <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  24               <newline/>
  25               <group expand="0" string="Group By...">
  26                 <filter string="Bank Account" icon="terp-folder-yellow" domain="[]" context="{'group_by':'bank_id'}"/>
  27                 <filter string="Currency" icon="terp-dolar" domain="[]" context="{'group_by':'currency'}"/>
  28               </group>
  29           </search>
  30       </field>
  31     </record>
  32     <record id="view_coda_bank_account_list" model="ir.ui.view">
  33       <field name="name">coda.bank.account.list</field>
  34       <field name="model">coda.bank.account</field>
  35       <field name="type">tree</field>
  36       <field name="arch" type="xml">
  37         <tree string="CODA Bank Account Configuration">
  38           <field name="name"/>
  39           <field name="bank_id"/>
  40           <field name="currency"/>
  41           <field name="description1"/>
  42           <field name="journal"/>
  43           <field name="state"/>
  44         </tree>
  45       </field>
  46     </record>
  47     <record id="view_coda_bank_account_form" model="ir.ui.view">
  48       <field name="name">coda.bank.account.form</field>
  49       <field name="model">coda.bank.account</field>
  50       <field name="type">form</field>
  51       <field name="arch" type="xml">
  52         <form string="CODA Bank Account Configuration" version="7.0">
  53             <group col="4">
  54                 <field name="name" colspan="4"/>
  55                 <field name="bank_id" domain="[('partner_id.ref_companies', 'in', [company_id])]"/>
  56                 <field name="description1"/>
  57                 <field name="currency"/>
  58                 <field name="description2"/>
  59                 <field name="coda_st_naming"/>
  60                 <field name="state" on_change="onchange_state(state)"/>
  61                 <field name="journal" attrs="{'invisible':[('state','=','info')]}"/>
  62                 <newline/>
  63                 <field name="def_payable"/>
  64                 <field name="def_receivable"/>
  65                 <field name="awaiting_account"/>
  66                 <field name="transfer_account"/>
  67                 <field name="find_bbacom"/>
  68                 <field name="find_partner"/>
  69                 <field name="company_id" widget='selection' groups="base.group_multi_company"/>
  70                 <field name="active"/>
  71             </group>
  72         </form>
  73       </field>
  74     </record>
  75     <record id="action_coda_bank_account_form" model="ir.actions.act_window">
  76       <field name="name">CODA Bank Account Configuration</field>
  77       <field name="res_model">coda.bank.account</field>
  78       <field name="view_type">form</field>
  79       <field name="view_mode">tree,form</field>
  80       <field name="search_view_id" ref="view_coda_bank_account_search"/>
  81     </record>
  82     <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"/>
  83
  84     <!-- CODA Transaction Types -->
  85     <record id="view_account_coda_trans_type_tree" model="ir.ui.view">
  86       <field name="name">account.coda.trans.type.tree</field>
  87       <field name="model">account.coda.trans.type</field>
  88       <field name="type">tree</field>
  89       <field name="arch" type="xml">
  90         <tree string="CODA Transaction Types">
  91           <field name="type"/>
  92           <field name="parent_id"/>
  93           <field name="description"/>
  94         </tree>
  95       </field>
  96     </record>
  97     <record id="view_account_coda_trans_type_form" model="ir.ui.view">
  98       <field name="name">account.coda.trans.type.form</field>
  99       <field name="model">account.coda.trans.type</field>
 100       <field name="type">form</field>
 101       <field name="arch" type="xml">
 102           <form string="CODA Transaction Type" version="7.0">
 103               <group col="4">
 104                   <field name="type"/>
 105                   <field name="parent_id"/>
 106                   <field name="description" colspan="4"/>
 107               </group>
 108           </form>
 109       </field>
 110     </record>
 111     <record id="action_account_coda_trans_type_form" model="ir.actions.act_window">
 112       <field name="name">CODA Transaction Types</field>
 113       <field name="type">ir.actions.act_window</field>
 114       <field name="res_model">account.coda.trans.type</field>
 115       <field name="view_type">form</field>
 116       <field name="view_mode">tree,form</field>
 117     </record>
 118     <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"/>
 119
 120     <!-- CODA Transaction Codes -->
 121     <record id="view_account_coda_trans_code_tree" model="ir.ui.view">
 122       <field name="name">account.coda.trans.code.tree</field>
 123       <field name="model">account.coda.trans.code</field>
 124       <field name="type">tree</field>
 125       <field name="arch" type="xml">
 126         <tree string="CODA Transaction Codes">
 127           <field name="code"/>
 128           <field name="type"/>
 129           <field name="parent_id"/>
 130           <field name="description"/>
 131         </tree>
 132       </field>
 133     </record>
 134     <record id="view_account_coda_trans_code_form" model="ir.ui.view">
 135       <field name="name">account.coda.trans.code.form</field>
 136       <field name="model">account.coda.trans.code</field>
 137       <field name="type">form</field>
 138       <field name="arch" type="xml">
 139           <form string="CODA Transaction Code" version="7.0">
 140               <group col="4">
 141                   <field name="code"/>
 142                   <field name="type"/>
 143                   <field name="parent_id"/>
 144                   <field name="description"/>
 145               </group>
 146               <field name="comment"/>
 147           </form>
 148       </field>
 149     </record>
 150     <record id="action_account_coda_trans_code_form" model="ir.actions.act_window">
 151       <field name="name">CODA Transaction Codes</field>
 152       <field name="type">ir.actions.act_window</field>
 153       <field name="res_model">account.coda.trans.code</field>
 154       <field name="view_type">form</field>
 155       <field name="view_mode">tree,form</field>
 156     </record>
 157     <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"/>
 158
 159     <!-- CODA Transaction Categories -->
 160     <record id="view_account_coda_trans_category_tree" model="ir.ui.view">
 161       <field name="name">account.coda.trans.category.tree</field>
 162       <field name="model">account.coda.trans.category</field>
 163       <field name="type">tree</field>
 164       <field name="arch" type="xml">
 165         <tree string="CODA Transaction Categories">
 166           <field name="category"/>
 167           <field name="description"/>
 168         </tree>
 169       </field>
 170     </record>
 171     <record id="view_account_coda_trans_category_form" model="ir.ui.view">
 172       <field name="name">account.coda.trans.category.form</field>
 173       <field name="model">account.coda.trans.category</field>
 174       <field name="type">form</field>
 175       <field name="arch" type="xml">
 176           <form string="CODA Transaction Category" version="7.0">
 177               <field name="category"/>
 178               <field name="description"/>
 179           </form>
 180       </field>
 181     </record>
 182     <record id="action_account_coda_trans_category_form" model="ir.actions.act_window">
 183       <field name="name">CODA Transaction Categories</field>
 184       <field name="type">ir.actions.act_window</field>
 185       <field name="res_model">account.coda.trans.category</field>
 186       <field name="view_type">form</field>
 187       <field name="view_mode">tree,form</field>
 188     </record>
 189     <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"/>
 190
 191     <!-- CODA Structured Communication Types -->
 192     <record id="view_account_coda_comm_type_tree" model="ir.ui.view">
 193       <field name="name">account.coda.comm.type.tree</field>
 194       <field name="model">account.coda.comm.type</field>
 195       <field name="type">tree</field>
 196       <field name="arch" type="xml">
 197         <tree string="CODA Structured Communication Types">
 198           <field name="code"/>
 199           <field name="description"/>
 200         </tree>
 201       </field>
 202     </record>
 203     <record id="view_account_coda_comm_type_form" model="ir.ui.view">
 204       <field name="name">account.coda.comm.type.form</field>
 205       <field name="model">account.coda.comm.type</field>
 206       <field name="type">form</field>
 207       <field name="arch" type="xml">
 208           <form string="CODA Structured Communication Type" version="7.0">
 209               <field name="code"/>
 210               <field name="description"/>
 211           </form>
 212       </field>
 213     </record>
 214     <record id="action_account_coda_comm_type_form" model="ir.actions.act_window">
 215       <field name="name">CODA Structured Communication Types</field>
 216       <field name="type">ir.actions.act_window</field>
 217       <field name="res_model">account.coda.comm.type</field>
 218       <field name="view_type">form</field>
 219       <field name="view_mode">tree,form</field>
 220     </record>
 221     <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"/>
 222
 223     <!-- CODA Processing -->
 224     <menuitem name="CODA Processing" parent="account.menu_finance_bank_and_cash" id="menu_account_coda" sequence="40"/>
 225     <menuitem name="Import CODA Files" parent="menu_account_coda" id="menu_account_coda_import" action="action_account_coda_import" sequence="41"/>
 226
 227     <!-- CODA Files -->
 228     <record model="ir.ui.view" id="view_account_coda_tree">
 229       <field name="name">account.coda.tree</field>
 230       <field name="model">account.coda</field>
 231       <field name="type">tree</field>
 232       <field name="arch" type="xml">
 233         <tree string="CODA Files">
 234           <field name="coda_creation_date"/>
 235           <field name="name"/>
 236           <field name="date"/>
 237           <field name="user_id"/>
 238           <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 239         </tree>
 240       </field>
 241     </record>
 242
 243     <record model="ir.ui.view" id="view_account_coda_form">
 244       <field name="name">account.coda.form</field>
 245       <field name="model">account.coda</field>
 246       <field name="type">form</field>
 247       <field name="arch" type="xml">
 248           <form string="CODA File" version="7.0">
 249               <group col="4">
 250                   <field name="coda_creation_date"/>
 251                   <field name="name"/>
 252                   <field name="coda_data" filename="name"/>
 253                   <field name="date"/>
 254                   <field name="user_id"/>
 255                   <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 256               </group>
 257               <separator string="Additional Information"/>
 258               <field name="note"/>
 259               <field name="statement_ids"/>
 260           </form>
 261       </field>
 262     </record>
 263
 264     <record id="view_account_coda_filter" model="ir.ui.view">
 265       <field name="name">account.coda.search</field>
 266       <field name="model">account.coda</field>
 267       <field name="type">search</field>
 268       <field name="arch" type="xml">
 269         <search string="Search CODA Files">
 270           <group col="10" colspan="4">
 271             <field name="coda_creation_date"/>
 272             <field name="date"/>
 273             <field name="user_id" widget='selection'/>
 274             <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 275           </group>
 276           <newline/>
 277           <group expand="0" string="Group By...">
 278             <filter string="CODA Creation Date" icon="terp-go-month" domain="[]" context="{'group_by':'coda_creation_date'}"/>
 279             <separator orientation="vertical"/>
 280             <filter string="User" icon="terp-personal" domain="[]"  context="{'group_by':'user_id'}"/>
 281             <separator orientation="vertical"/>
 282             <filter string="Company" icon="terp-go-home" domain="[]" groups="base.group_multi_company" context="{'group_by':'company_id'}"/>
 283           </group>
 284         </search>
 285       </field>
 286     </record>
 287
 288     <record model="ir.actions.act_window" id="action_imported_coda_files">
 289       <field name="name">Imported CODA Files</field>
 290       <field name="type">ir.actions.act_window</field>
 291       <field name="res_model">account.coda</field>
 292       <field name="view_type">form</field>
 293       <field name="view_mode">tree,form</field>
 294       <field name="view_id" ref="view_account_coda_tree"/>
 295       <field name="search_view_id" ref="view_account_coda_filter"/>
 296     </record>
 297
 298     <menuitem name="Imported CODA Files" parent="menu_account_coda" id="menu_imported_coda_files" action="action_imported_coda_files"  sequence="42"/>
 299
 300     <!-- CODA Bank Statements -->
 301     <record id="view_coda_bank_statement_list" model="ir.ui.view">
 302       <field name="name">coda.bank.statement.list</field>
 303       <field name="model">coda.bank.statement</field>
 304       <field name="type">tree</field>
 305       <field name="arch" type="xml">
 306         <tree colors="red:balance_end_real!=balance_end;blue:state=='draft' and (balance_end_real==balance_end)" string="CODA Bank Statements">
 307           <field name="name"/>
 308           <field name="date"/>
 309           <field name="period_id"/>
 310           <field name="coda_bank_account_id"/>
 311           <field name="balance_start"/>
 312           <field name="balance_end_real"/>
 313           <field name="balance_end"/>
 314           <field name="type"/>
 315         </tree>
 316       </field>
 317     </record>
 318
 319     <record id="view_coda_bank_statement_form" model="ir.ui.view">
 320       <field name="name">coda.bank.statement.form</field>
 321       <field name="model">coda.bank.statement</field>
 322       <field name="type">form</field>
 323       <field name="arch" type="xml">
 324           <form string="CODA Bank Statement" version="7.0">
 325               <group col="4">
 326                   <field name="name"/>
 327                   <field name="date"/>
 328                   <field name="coda_bank_account_id"/>
 329                   <field name="currency"/>
 330                   <field name="period_id"/>
 331                   <field name="type"/>
 332                   <newline/>
 333                   <field name="balance_start"/>
 334                   <field name="balance_end_real"/>
 335               </group>
 336               <notebook>
 337                 <page string="Transactions">
 338                   <field name="line_ids">
 339                     <tree string="CODA Statement Lines">
 340                       <field name="sequence" string="Seq"/>
 341                       <field name="date"/>
 342                       <field name="val_date"/>
 343                       <field name="ref"/>
 344                       <field name="name" width="250"/>
 345                       <field name="type"/>
 346                       <field name="partner_id"/>
 347                       <field name="account_id"/>
 348                       <field name="amount"/>
 349                       <field name="globalisation_amount" string="Glob. Amount"/>
 350                       <field name="globalisation_id" string="Glob. Id"/>
 351                     </tree>
 352                     <form string="CODA Statement Lines" version="7.0">
 353                       <group col="4">
 354                           <field name="sequence" string="Seq"/>
 355                           <field name="date"/>
 356                           <field name="val_date"/>
 357                           <field name="name"/>
 358                           <field name="type"/>
 359                           <field name="partner_id"/>
 360                           <field domain="[('type', '&lt;&gt;', 'view')]" name="account_id"/>
 361                           <field name="amount"/>
 362                           <field name="ref"/>
 363                           <field name="globalisation_amount"/>
 364                           <field name="globalisation_level"/>
 365                           <field name="globalisation_id"/>
 366                       </group>
 367                       <separator string="Notes"/>
 368                       <field name="note"/>
 369                     </form>
 370                   </field>
 371                 </page>
 372               </notebook>
 373               <group colspan="4">
 374                 <field name="balance_end"/>
 375               </group>
 376           </form>
 377       </field>
 378     </record>
 379
 380     <record id="view_coda_bank_statement_search" model="ir.ui.view">
 381       <field name="name">coda.bank.statement.search</field>
 382       <field name="model">coda.bank.statement</field>
 383       <field name="type">search</field>
 384       <field name="arch" type="xml">
 385         <search string="Search CODA Bank Statements">
 386           <group col="8" colspan="4">
 387             <filter string="Normal" domain="[('type','=','normal')]" icon="terp-folder-green"/>
 388             <filter string="Info" domain="[('type','=','info')]" icon="terp-folder-yellow"/>
 389             <separator orientation="vertical"/>
 390             <field name="name"/>
 391             <field name="date"/>
 392             <field name="period_id"/>
 393             <field name="coda_bank_account_id"/>
 394             <field name="journal_id" widget="selection" domain="[('type', '=', 'bank')]"/>
 395           </group>
 396           <newline/>
 397           <group expand="0" string="Group By...">
 398             <filter string="Journal" context="{'group_by': 'journal_id'}" icon="terp-folder-orange"/>
 399             <filter string="Period" context="{'group_by': 'period_id'}" icon="terp-go-month"/>
 400           </group>
 401         </search>
 402       </field>
 403     </record>
 404
 405     <record model="ir.actions.act_window" id="action_coda_bank_statements">
 406       <field name="name">CODA Bank Statements</field>
 407       <field name="type">ir.actions.act_window</field>
 408       <field name="res_model">coda.bank.statement</field>
 409       <field name="view_type">form</field>
 410       <field name="view_mode">tree,form</field>
 411       <field name="view_id" ref="view_coda_bank_statement_list"/>
 412       <field name="search_view_id" ref="view_coda_bank_statement_search"/>
 413       <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>
 414     </record>
 415
 416     <menuitem name="CODA Bank Statements" parent="menu_account_coda" id="menu_coda_bank_statements" action="action_coda_bank_statements"  sequence="43"/>
 417
 418     <!-- CODA Bank Statement Line View -->
 419
 420     <record id="view_coda_bank_statement_line_list" model="ir.ui.view">
 421       <field name="name">coda.bank.statement.line.list</field>
 422       <field name="model">coda.bank.statement.line</field>
 423       <field name="type">tree</field>
 424       <field name="arch" type="xml">
 425         <tree editable="bottom" string="CODA Statement Lines">
 426           <field name="sequence" readonly="1" invisible="1"/>
 427           <field name="coda_bank_account_id" readonly="1"/>
 428           <field name="date" readonly="1"/>
 429           <field name="val_date" readonly="1"/>
 430           <field name="name"/>
 431           <field name="statement_id" readonly="1"/>
 432           <field name="ref" readonly="1"/>
 433           <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
 434           <field name="type" on_change="onchange_type(partner_id, type)"/>
 435           <field name="account_id" domain="[('journal_id','=',parent.journal_id)]"/>
 436           <field name="amount" readonly="1" sum="Total Amount"/>
 437           <field name="globalisation_id" string="Glob. Id"/>
 438           <field name="globalisation_amount" string="Glob. Am."/>
 439         </tree>
 440       </field>
 441     </record>
 442
 443     <record id="view_coda_bank_statement_line_form" model="ir.ui.view">
 444       <field name="name">coda.bank.statement.line.form</field>
 445       <field name="model">coda.bank.statement.line</field>
 446       <field name="type">form</field>
 447       <field name="arch" type="xml">
 448         <form string="CODA Statement Line" version="7.0">
 449             <group col="4">
 450                 <field name="statement_id"/>
 451                 <field name="coda_bank_account_id"/>
 452                 <field name="date"/>
 453                 <field name="val_date"/>
 454                 <field name="name"/>
 455                 <field name="ref" readonly="0"/>
 456                 <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
 457                 <field name="type" on_change="onchange_type(partner_id, type)"/>
 458                 <field domain="[('journal_id', '=', parent.journal_id), ('type', '&lt;&gt;', 'view')]" name="account_id"/>
 459                 <field name="amount"/>
 460                 <field name="globalisation_id"/>
 461                 <field name="sequence" readonly="0"/>
 462             </group>
 463             <separator string="Notes"/>
 464             <field name="note"/>
 465         </form>
 466       </field>
 467     </record>
 468
 469     <record id="view_coda_bank_statement_line_filter" model="ir.ui.view">
 470       <field name="name">coda.bank.statement.line.filter</field>
 471       <field name="model">coda.bank.statement.line</field>
 472       <field name="type">search</field>
 473       <field name="arch" type="xml">
 474         <search string="Search Bank Transactions">
 475           <group col='6' colspan='4'>
 476             <filter name="debit" string="Debit" domain="[('amount','&gt;',0)]" icon="terp-folder-green" help="Debit Transactions."/>
 477             <filter name="credit" string="Credit" domain="[('amount','&lt;',0)]" icon="terp-folder-orange" help="Credit Transactions."/>
 478             <separator orientation="vertical"/>
 479             <field name="statement_id"/>
 480             <field name="val_date"/>
 481             <field name="amount"/>
 482             <field name="globalisation_id" string="Glob. Id"/>
 483             <field name="globalisation_amount" string="Glob. Amount"/>
 484             <field name="name"/>
 485             <field name="type"/>
 486           </group>
 487           <newline/>
 488           <group expand="0" string="Extended Filters...">
 489             <field name="coda_bank_account_id"/>
 490             <field name="account_id"/>
 491             <field name="partner_id"/>
 492             <field name="ref"/>
 493             <field name="note"/>
 494           </group>
 495           <newline/>
 496           <group string="Group By..." expand="0">
 497             <filter string="Bank Account" context="{'group_by':'coda_bank_account_id'}" icon="terp-folder-green"/>
 498             <filter string="Statement" context="{'group_by':'statement_id'}" icon="terp-folder-orange"/>
 499             <filter string="Fin.Account" context="{'group_by':'account_id'}" icon="terp-folder-yellow"/>
 500           </group>
 501         </search>
 502       </field>
 503     </record>
 504
 505     <record id="action_coda_bank_statement_line" model="ir.actions.act_window">
 506       <field name="name">CODA Statement Lines</field>
 507       <field name="res_model">coda.bank.statement.line</field>
 508       <field name="view_type">form</field>
 509       <field name="view_mode">tree,graph,form</field>
 510       <field name="context">{'block_statement_line_delete' : 1}</field>
 511       <field name="search_view_id" ref="view_coda_bank_statement_line_filter"/>
 512       <field name="view_id" ref="view_coda_bank_statement_line_list"/>
 513     </record>
 514
 515     <menuitem action="action_coda_bank_statement_line" id="coda_bank_statement_line" parent="menu_account_coda" sequence="44"/>
 516
 517     <act_window name="CODA Data File"
 518       domain="[('statement_ids', '=', active_id)]"
 519       res_model="account.coda"
 520       src_model="coda.bank.statement"
 521       view_type="form"
 522       view_mode="tree,form"
 523       id="act_coda_bank_statement_goto_account_coda"/>
 524
 525     <act_window name="Bank Statement"
 526       domain="[('coda_statement_id', '=', active_id)]"
 527       res_model="account.bank.statement"
 528       src_model="coda.bank.statement"
 529       view_type="form"
 530       view_mode="tree,form"
 531       id="act_coda_bank_statement_goto_account_bank_statement"/>
 532
 533     <act_window name="CODA Bank Statement"
 534       domain="[('statement_id', '=', active_id)]"
 535       context="{'bank_statement': 1}"
 536       res_model="coda.bank.statement"
 537       src_model="account.bank.statement"
 538       view_type="form"
 539       view_mode="tree,form"
 540       id="act_account_bank_statement_goto_coda_bank_statement"/>
 541
 542   </data>
 543 </openerp>