[MERGE] lp:openobject-addons
[odoo/odoo.git] / 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"
16                     filter_domain="['|', ('name','ilike',self), ('description1','ilike',self)]"
17                     string="CODA Bank Account"/>
18                 <separator orientation="vertical"/>
19                 <filter string="Normal" domain="[('state','=','normal')]" icon="terp-folder-green"/>
20                 <filter string="Info" domain="[('state','=','info')]" icon="terp-folder-yellow"/>
21                 <separator orientation="vertical"/>
22                 <field name="bank_id"/>
23                 <field name="journal"/>
24                 <field name="currency" widget="selection"/>
25                 <field name="company_id" widget="selection" groups="base.group_multi_company"/>
26                 <newline/>
27                 <group expand="0" string="Group By...">
28                     <filter string="Bank Account" icon="terp-folder-yellow" domain="[]" context="{'group_by':'bank_id'}"/>
29                     <filter string="Currency" icon="terp-dolar" domain="[]" context="{'group_by':'currency'}"/>
30                 </group>
31             </search>
32         </field>
33     </record>
34     <record id="view_coda_bank_account_list" model="ir.ui.view">
35       <field name="name">coda.bank.account.list</field>
36       <field name="model">coda.bank.account</field>
37       <field name="type">tree</field>
38       <field name="arch" type="xml">
39         <tree string="CODA Bank Account Configuration">
40           <field name="name"/>
41           <field name="bank_id"/>
42           <field name="currency"/>
43           <field name="description1"/>
44           <field name="journal"/>
45           <field name="state"/>
46         </tree>
47       </field>
48     </record>
49     <record id="view_coda_bank_account_form" model="ir.ui.view">
50       <field name="name">coda.bank.account.form</field>
51       <field name="model">coda.bank.account</field>
52       <field name="type">form</field>
53       <field name="arch" type="xml">
54         <form string="CODA Bank Account Configuration" version="7.0">
55             <group col="4">
56                 <field name="name" colspan="4"/>
57                 <field name="bank_id" domain="[('partner_id.ref_companies', 'in', [company_id])]"/>
58                 <field name="description1"/>
59                 <field name="currency"/>
60                 <field name="description2"/>
61                 <field name="coda_st_naming"/>
62                 <field name="state" on_change="onchange_state(state)"/>
63                 <field name="journal" attrs="{'invisible':[('state','=','info')]}"/>
64                 <newline/>
65                 <field name="def_payable"/>
66                 <field name="def_receivable"/>
67                 <field name="awaiting_account"/>
68                 <field name="transfer_account"/>
69                 <field name="find_bbacom"/>
70                 <field name="find_partner"/>
71                 <field name="company_id" widget='selection' groups="base.group_multi_company"/>
72                 <field name="active"/>
73             </group>
74         </form>
75       </field>
76     </record>
77     <record id="action_coda_bank_account_form" model="ir.actions.act_window">
78       <field name="name">CODA Bank Account Configuration</field>
79       <field name="res_model">coda.bank.account</field>
80       <field name="view_type">form</field>
81       <field name="view_mode">tree,form</field>
82       <field name="search_view_id" ref="view_coda_bank_account_search"/>
83     </record>
84     <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"/>
85        
86     <!-- CODA Transaction Types -->
87     <record id="view_account_coda_trans_type_tree" model="ir.ui.view">
88       <field name="name">account.coda.trans.type.tree</field>
89       <field name="model">account.coda.trans.type</field>
90       <field name="type">tree</field>
91       <field name="arch" type="xml">
92         <tree string="CODA Transaction Types">
93           <field name="type"/>
94           <field name="parent_id"/>
95           <field name="description"/>
96         </tree>
97       </field>
98     </record>
99     <record id="view_account_coda_trans_type_form" model="ir.ui.view">
100       <field name="name">account.coda.trans.type.form</field>
101       <field name="model">account.coda.trans.type</field>
102       <field name="type">form</field>
103       <field name="arch" type="xml">
104           <form string="CODA Transaction Type" version="7.0">
105               <group col="4">
106                   <field name="type"/>
107                   <field name="parent_id"/>
108                   <field name="description" colspan="4"/>
109               </group>
110           </form>
111       </field>
112     </record>
113     <record id="action_account_coda_trans_type_form" model="ir.actions.act_window">
114       <field name="name">CODA Transaction Types</field>
115       <field name="type">ir.actions.act_window</field>
116       <field name="res_model">account.coda.trans.type</field>
117       <field name="view_type">form</field>
118       <field name="view_mode">tree,form</field>
119     </record>
120     <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"/>
121
122     <!-- CODA Transaction Codes -->
123     <record id="view_account_coda_trans_code_tree" model="ir.ui.view">
124       <field name="name">account.coda.trans.code.tree</field>
125       <field name="model">account.coda.trans.code</field>
126       <field name="type">tree</field>
127       <field name="arch" type="xml">
128         <tree string="CODA Transaction Codes">
129           <field name="code"/>
130           <field name="type"/>
131           <field name="parent_id"/>
132           <field name="description"/>
133         </tree>
134       </field>
135     </record>
136     <record id="view_account_coda_trans_code_form" model="ir.ui.view">
137       <field name="name">account.coda.trans.code.form</field>
138       <field name="model">account.coda.trans.code</field>
139       <field name="type">form</field>
140       <field name="arch" type="xml">
141           <form string="CODA Transaction Code" version="7.0">
142               <group col="4">
143                   <field name="code"/>
144                   <field name="type"/>
145                   <field name="parent_id"/>
146                   <field name="description"/>
147               </group>
148               <field name="comment"/>
149           </form>
150       </field>
151     </record>
152     <record id="action_account_coda_trans_code_form" model="ir.actions.act_window">
153       <field name="name">CODA Transaction Codes</field>
154       <field name="type">ir.actions.act_window</field>
155       <field name="res_model">account.coda.trans.code</field>
156       <field name="view_type">form</field>
157       <field name="view_mode">tree,form</field>
158     </record>
159     <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"/>
160
161     <!-- CODA Transaction Categories -->
162     <record id="view_account_coda_trans_category_tree" model="ir.ui.view">
163       <field name="name">account.coda.trans.category.tree</field>
164       <field name="model">account.coda.trans.category</field>
165       <field name="type">tree</field>
166       <field name="arch" type="xml">
167         <tree string="CODA Transaction Categories">
168           <field name="category"/>
169           <field name="description"/>
170         </tree>
171       </field>
172     </record>
173     <record id="view_account_coda_trans_category_form" model="ir.ui.view">
174       <field name="name">account.coda.trans.category.form</field>
175       <field name="model">account.coda.trans.category</field>
176       <field name="type">form</field>
177       <field name="arch" type="xml">
178           <form string="CODA Transaction Category" version="7.0">
179               <field name="category"/>
180               <field name="description"/>
181           </form>
182       </field>
183     </record>
184     <record id="action_account_coda_trans_category_form" model="ir.actions.act_window">
185       <field name="name">CODA Transaction Categories</field>
186       <field name="type">ir.actions.act_window</field>
187       <field name="res_model">account.coda.trans.category</field>
188       <field name="view_type">form</field>
189       <field name="view_mode">tree,form</field>
190     </record>
191     <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"/>
192
193     <!-- CODA Structured Communication Types -->
194     <record id="view_account_coda_comm_type_tree" model="ir.ui.view">
195       <field name="name">account.coda.comm.type.tree</field>
196       <field name="model">account.coda.comm.type</field>
197       <field name="type">tree</field>
198       <field name="arch" type="xml">
199         <tree string="CODA Structured Communication Types">
200           <field name="code"/>
201           <field name="description"/>
202         </tree>
203       </field>
204     </record>
205     <record id="view_account_coda_comm_type_form" model="ir.ui.view">
206       <field name="name">account.coda.comm.type.form</field>
207       <field name="model">account.coda.comm.type</field>
208       <field name="type">form</field>
209       <field name="arch" type="xml">
210           <form string="CODA Structured Communication Type" version="7.0">
211               <field name="code"/>
212               <field name="description"/>
213           </form>
214       </field>
215     </record>
216     <record id="action_account_coda_comm_type_form" model="ir.actions.act_window">
217       <field name="name">CODA Structured Communication Types</field>
218       <field name="type">ir.actions.act_window</field>
219       <field name="res_model">account.coda.comm.type</field>
220       <field name="view_type">form</field>
221       <field name="view_mode">tree,form</field>
222     </record>
223     <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"/>
224
225     <!-- CODA Processing -->
226     <menuitem name="CODA Processing" parent="account.menu_finance_bank_and_cash" id="menu_account_coda" sequence="40"/>
227     <menuitem name="Import CODA Files" parent="menu_account_coda" id="menu_account_coda_import" action="action_account_coda_import" sequence="41"/>
228
229     <!-- CODA Files -->
230     <record model="ir.ui.view" id="view_account_coda_tree">
231       <field name="name">account.coda.tree</field>
232       <field name="model">account.coda</field>
233       <field name="type">tree</field>
234       <field name="arch" type="xml">
235         <tree string="CODA Files">
236           <field name="coda_creation_date"/>
237           <field name="name"/>
238           <field name="date"/>
239           <field name="user_id"/>
240           <field name="company_id" widget="selection" groups="base.group_multi_company"/>          
241         </tree>
242       </field>
243     </record>
244     
245     <record model="ir.ui.view" id="view_account_coda_form">
246         <field name="name">account.coda.form</field>
247         <field name="model">account.coda</field>
248         <field name="type">form</field>
249         <field name="arch" type="xml">
250             <form string="CODA File" version="7.0">
251                 <sheet>
252                     <group col="4">
253                         <field name="coda_creation_date"/>
254                         <field name="name"/>
255                         <field name="coda_data" filename="name"/>
256                         <field name="date"/>
257                         <field name="user_id"/>
258                         <field name="company_id" widget="selection" groups="base.group_multi_company"/>
259                     </group>
260                     <separator string="Additional Information"/>
261                     <field name="note"/>
262                     <field name="statement_ids"/>
263                 </sheet>
264             </form>
265         </field>
266     </record>
267     
268     <record id="view_account_coda_filter" model="ir.ui.view">
269       <field name="name">account.coda.search</field>
270       <field name="model">account.coda</field>
271       <field name="type">search</field>
272       <field name="arch" type="xml">
273         <search string="Search CODA Files">
274           <group col="10" colspan="4">
275             <field name="coda_creation_date"/>
276             <field name="date"/>
277             <field name="user_id" widget='selection'/>
278             <field name="company_id" widget="selection" groups="base.group_multi_company"/>
279           </group>
280           <newline/>
281           <group expand="0" string="Group By...">
282             <filter string="CODA Creation Date" icon="terp-go-month" domain="[]" context="{'group_by':'coda_creation_date'}"/>
283             <separator orientation="vertical"/>
284             <filter string="User" icon="terp-personal" domain="[]"  context="{'group_by':'user_id'}"/>
285             <separator orientation="vertical"/>
286             <filter string="Company" icon="terp-go-home" domain="[]" groups="base.group_multi_company" context="{'group_by':'company_id'}"/>
287           </group>
288         </search>
289       </field>
290     </record>
291     
292     <record model="ir.actions.act_window" id="action_imported_coda_files">
293       <field name="name">Imported CODA Files</field>
294       <field name="type">ir.actions.act_window</field>
295       <field name="res_model">account.coda</field>
296       <field name="view_type">form</field>
297       <field name="view_mode">tree,form</field>
298       <field name="view_id" ref="view_account_coda_tree"/>
299       <field name="search_view_id" ref="view_account_coda_filter"/>
300     </record>
301
302     <menuitem name="Imported CODA Files" parent="menu_account_coda" id="menu_imported_coda_files" action="action_imported_coda_files"  sequence="42"/>
303
304     <!-- CODA Bank Statements -->
305     <record id="view_coda_bank_statement_list" model="ir.ui.view">
306       <field name="name">coda.bank.statement.list</field>
307       <field name="model">coda.bank.statement</field>
308       <field name="type">tree</field>
309       <field name="arch" type="xml">
310         <tree colors="red:balance_end_real!=balance_end;blue:state=='draft' and (balance_end_real==balance_end)" string="CODA Bank Statements">
311           <field name="name"/>
312           <field name="date"/>
313           <field name="period_id"/>
314           <field name="coda_bank_account_id"/>
315           <field name="balance_start"/>
316           <field name="balance_end_real"/>
317           <field name="balance_end"/>
318           <field name="type"/>
319         </tree>
320       </field>
321     </record>
322     
323     <record id="view_coda_bank_statement_form" model="ir.ui.view">
324       <field name="name">coda.bank.statement.form</field>
325       <field name="model">coda.bank.statement</field>
326       <field name="type">form</field>
327       <field name="arch" type="xml">
328           <form string="CODA Bank Statement" version="7.0">
329               <sheet>
330                   <group col="4">
331                       <field name="name"/>
332                       <field name="date"/>
333                       <field name="coda_bank_account_id"/>
334                       <field name="currency"/>
335                       <field name="period_id"/>
336                       <field name="type"/>
337                       <newline/>
338                       <field name="balance_start"/>
339                       <field name="balance_end_real"/>
340                   </group>
341                   <notebook>
342                     <page string="Transactions">
343                       <field name="line_ids">
344                         <tree string="CODA Statement Lines">
345                           <field name="sequence" string="Seq"/>
346                           <field name="date"/>
347                           <field name="val_date"/>
348                           <field name="ref"/>
349                           <field name="name" width="250"/>
350                           <field name="type"/>
351                           <field name="partner_id"/>
352                           <field name="account_id"/>
353                           <field name="amount"/>
354                           <field name="globalisation_amount" string="Glob. Amount"/>
355                           <field name="globalisation_id" string="Glob. Id"/>
356                         </tree>
357                         <form string="CODA Statement Lines" version="7.0">
358                           <group col="4">
359                               <field name="sequence" string="Seq"/>
360                               <field name="date"/>
361                               <field name="val_date"/>
362                               <field name="name"/>
363                               <field name="type"/>
364                               <field name="partner_id"/>
365                               <field domain="[('type', '&lt;&gt;', 'view')]" name="account_id"/>
366                               <field name="amount"/>
367                               <field name="ref"/>
368                               <field name="globalisation_amount"/>
369                               <field name="globalisation_level"/>
370                               <field name="globalisation_id"/>
371                           </group>
372                           <separator string="Notes"/>
373                           <field name="note"/>
374                         </form>
375                       </field>
376                     </page>
377                   </notebook>
378                   <group colspan="4">
379                     <field name="balance_end"/>
380                   </group>
381               </sheet>
382           </form>
383       </field>
384     </record>
385
386     <record id="view_coda_bank_statement_search" model="ir.ui.view">
387         <field name="name">coda.bank.statement.search</field>
388         <field name="model">coda.bank.statement</field>
389         <field name="type">search</field>
390         <field name="arch" type="xml">
391             <search string="Search CODA Bank Statements">
392                 <group col="8" colspan="4">
393                     <field name="name"
394                         string="CODA Bank Statement"/>
395                     <separator orientation="vertical"/>
396                     <field name="date"/>
397                     <separator orientation="vertical"/>
398                     <filter string="Normal" domain="[('type','=','normal')]" icon="terp-folder-green"/>
399                     <filter string="Info" domain="[('type','=','info')]" icon="terp-folder-yellow"/>
400                     <separator orientation="vertical"/>
401                     <field name="period_id"/>
402                     <field name="coda_bank_account_id"/>
403                     <field name="journal_id" widget="selection" domain="[('type', '=', 'bank')]"/>
404                 </group>
405                 <newline/>
406                 <group expand="0" string="Group By...">
407                     <filter string="Journal" context="{'group_by': 'journal_id'}" icon="terp-folder-orange"/>
408                     <filter string="Period" context="{'group_by': 'period_id'}" icon="terp-go-month"/>
409                 </group>
410             </search>
411         </field>
412     </record>
413
414     <record model="ir.actions.act_window" id="action_coda_bank_statements">
415       <field name="name">CODA Bank Statements</field>
416       <field name="type">ir.actions.act_window</field>
417       <field name="res_model">coda.bank.statement</field>
418       <field name="view_type">form</field>
419       <field name="view_mode">tree,form</field>
420       <field name="view_id" ref="view_coda_bank_statement_list"/>
421       <field name="search_view_id" ref="view_coda_bank_statement_search"/>
422       <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>
423     </record>
424
425     <menuitem name="CODA Bank Statements" parent="menu_account_coda" id="menu_coda_bank_statements" action="action_coda_bank_statements"  sequence="43"/>
426
427     <!-- CODA Bank Statement Line View -->
428
429     <record id="view_coda_bank_statement_line_list" model="ir.ui.view">
430       <field name="name">coda.bank.statement.line.list</field>
431       <field name="model">coda.bank.statement.line</field>
432       <field name="type">tree</field>
433       <field name="arch" type="xml">
434         <tree editable="bottom" string="CODA Statement Lines">
435           <field name="sequence" readonly="1" invisible="1"/>
436           <field name="coda_bank_account_id" readonly="1"/>
437           <field name="date" readonly="1"/>
438           <field name="val_date" readonly="1"/>
439           <field name="name"/>
440           <field name="statement_id" readonly="1"/>
441           <field name="ref" readonly="1"/>
442           <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
443           <field name="type" on_change="onchange_type(partner_id, type)"/>
444           <field name="account_id" domain="[('journal_id','=',parent.journal_id)]"/>
445           <field name="amount" readonly="1" sum="Total Amount"/>
446           <field name="globalisation_id" string="Glob. Id"/>
447           <field name="globalisation_amount" string="Glob. Am."/>
448         </tree>
449       </field>
450     </record>
451
452     <record id="view_coda_bank_statement_line_form" model="ir.ui.view">
453       <field name="name">coda.bank.statement.line.form</field>
454       <field name="model">coda.bank.statement.line</field>
455       <field name="type">form</field>
456       <field name="arch" type="xml">
457         <form string="CODA Statement Line" version="7.0">
458             <group col="4">
459                 <field name="statement_id"/>
460                 <field name="coda_bank_account_id"/>
461                 <field name="date"/>
462                 <field name="val_date"/>
463                 <field name="name"/>
464                 <field name="ref" readonly="0"/>
465                 <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
466                 <field name="type" on_change="onchange_type(partner_id, type)"/>
467                 <field domain="[('journal_id', '=', parent.journal_id), ('type', '&lt;&gt;', 'view')]" name="account_id"/>
468                 <field name="amount"/>
469                 <field name="globalisation_id"/>
470                 <field name="sequence" readonly="0"/>
471             </group>
472             <separator string="Notes"/>
473             <field name="note"/>
474         </form>
475       </field>
476     </record>
477
478     <record id="view_coda_bank_statement_line_filter" model="ir.ui.view">
479         <field name="name">coda.bank.statement.line.filter</field>
480         <field name="model">coda.bank.statement.line</field>
481         <field name="type">search</field>
482         <field name="arch" type="xml">
483             <search string="Search Bank Transactions">
484                 <group col='6' colspan='4'>
485                     <field name="name"
486                         filter_domain="['|', ('name','ilike',self), ('ref','ilike',self)]"
487                         string="Bank Transaction"/>
488                     <separator orientation="vertical"/>
489                     <field name="val_date"/>
490                     <separator orientation="vertical"/>
491                     <filter name="debit" string="Debit" domain="[('amount','&gt;',0)]" icon="terp-folder-green" help="Debit Transactions."/>
492                     <filter name="credit" string="Credit" domain="[('amount','&lt;',0)]" icon="terp-folder-orange" help="Credit Transactions."/>
493                     <separator orientation="vertical"/>
494                     <field name="statement_id"/>
495                     <field name="globalisation_id" string="Glob. Id"/>
496                 </group>
497                 <newline/>
498                 <group expand="0" string="Extended Filters...">
499                     <field name="coda_bank_account_id"/>
500                     <field name="account_id"/>
501                     <field name="partner_id"/>
502                     <field name="amount"/>
503                     <field name="globalisation_amount" string="Glob. Amount"/>
504                     <field name="type"/>
505                     <field name="note"/>
506                 </group>
507                 <newline/>
508                 <group string="Group By..." expand="0">
509                     <filter string="Bank Account" context="{'group_by':'coda_bank_account_id'}" icon="terp-folder-green"/>
510                     <filter string="Statement" context="{'group_by':'statement_id'}" icon="terp-folder-orange"/>
511                     <filter string="Fin.Account" context="{'group_by':'account_id'}" icon="terp-folder-yellow"/>
512                 </group>
513             </search>
514         </field>
515     </record>
516
517     <record id="action_coda_bank_statement_line" model="ir.actions.act_window">
518       <field name="name">CODA Statement Lines</field>
519       <field name="res_model">coda.bank.statement.line</field>
520       <field name="view_type">form</field>
521       <field name="view_mode">tree,graph,form</field>
522       <field name="context">{'block_statement_line_delete' : 1}</field>
523       <field name="search_view_id" ref="view_coda_bank_statement_line_filter"/>
524       <field name="view_id" ref="view_coda_bank_statement_line_list"/>
525     </record>
526
527     <menuitem action="action_coda_bank_statement_line" id="coda_bank_statement_line" parent="menu_account_coda" sequence="44"/>
528     
529     <act_window name="CODA Data File"
530       domain="[('statement_ids', '=', active_id)]"
531       res_model="account.coda"
532       src_model="coda.bank.statement"
533       view_type="form"
534       view_mode="tree,form"
535       id="act_coda_bank_statement_goto_account_coda"/>
536
537     <act_window name="Bank Statement"
538       domain="[('coda_statement_id', '=', active_id)]"
539       res_model="account.bank.statement"
540       src_model="coda.bank.statement"
541       view_type="form"
542       view_mode="tree,form"
543       id="act_coda_bank_statement_goto_account_bank_statement"/>
544
545     <act_window name="CODA Bank Statement"
546       domain="[('statement_id', '=', active_id)]"
547       context="{'bank_statement': 1}"
548       res_model="coda.bank.statement"
549       src_model="account.bank.statement"
550       view_type="form"
551       view_mode="tree,form"
552       id="act_account_bank_statement_goto_coda_bank_statement"/>
553     
554   </data>
555 </openerp>