addons/account_voucher/voucher_payment_receipt_view.xml

   1 <?xml version="1.0" encoding="UTF-8"?>
   2 <openerp>
   3     <data>
   4
   5         <record id="view_voucher_filter_customer_pay" model="ir.ui.view">
   6             <field name="name">account.voucher.customer.pay.select</field>
   7             <field name="model">account.voucher</field>
   8             <field name="type">search</field>
   9             <field name="arch" type="xml">
  10                 <search string="Search Vouchers">
  11                     <group col='8' colspan='4'>
  12                         <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]" help="Draft Vouchers"/>
  13                         <filter icon="terp-camera_test" string="Posted" domain="[('state','=','posted')]" help="Posted Vouchers"/>
  14                         <separator orientation="vertical"/>
  15                         <filter icon="terp-gtk-jump-to-ltr" string="To Review" domain="[('state','=','posted')]" groups="base.group_extended" help="To Review"/>
  16                         <separator orientation="vertical"/>
  17                         <field name="date"/>
  18                         <field name="number"/>
  19                         <field name="partner_id" string="Customer"/>
  20                     </group>
  21                     <newline/>
  22                     <group col='8' colspan='4'>
  23                         <field name="journal_id" widget="selection" context="{'journal_id': self, 'set_visible':False}" domain="[('type','in',('bank','cash'))]"/>
  24                         <field name="period_id" groups="base.group_extended"/>
  25                     </group>
  26                     <newline/>
  27                     <group expand="0" string="Extended Filters..." col='8' colspan='4'>
  28                         <field name="reference"/>
  29                         <field name="name"/>
  30                         <field name="narration"/>
  31                         <field name="amount"/>
  32                    </group>
  33                    <newline/>
  34                     <group expand="0" string="Group By..." colspan="4" col="10">
  35                         <filter string="Customer" icon="terp-personal" domain="[]" context="{'group_by':'partner_id'}"/>
  36                         <filter string="Journal" icon="terp-folder-orange" domain="[]" context="{'group_by':'journal_id'}"/>
  37                         <filter string="Period" icon="terp-go-month" domain="[]" context="{'group_by':'period_id','visible':True}"/>
  38                         <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
  39                     </group>
  40                 </search>
  41             </field>
  42         </record>
  43
  44
  45         <record id="view_voucher_filter_vendor_pay" model="ir.ui.view">
  46             <field name="name">account.voucher.purchase.pay.select</field>
  47             <field name="model">account.voucher</field>
  48             <field name="type">search</field>
  49             <field name="arch" type="xml">
  50                 <search string="Search Vouchers">
  51                     <group col='8' colspan='4'>
  52                         <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]" help="Draft Vouchers"/>
  53                         <filter icon="terp-camera_test" string="Posted" domain="[('state','=','posted')]" help="Posted Vouchers"/>
  54                         <separator orientation="vertical"/>
  55                         <filter icon="terp-gtk-jump-to-ltr" string="To Review" domain="[('state','=','posted')]" groups="base.group_extended" help="To Review"/>
  56                         <separator orientation="vertical"/>
  57                         <field name="date"/>
  58                         <field name="number"/>
  59                         <field name="partner_id" string="Supplier"/>
  60                     </group>
  61                     <newline/>
  62                     <group col='8' colspan='4'>
  63                         <field name="journal_id" widget="selection" context="{'journal_id': self, 'set_visible':False}" domain="[('type','in',('bank','cash'))]"/>
  64                         <field name="period_id" groups="base.group_extended"/>
  65                     </group>
  66                     <newline/>
  67                     <group expand="0" string="Extended Filters..." col='8' colspan='4'>
  68                         <field name="reference"/>
  69                         <field name="name"/>
  70                         <field name="narration"/>
  71                         <field name="amount"/>
  72                    </group>
  73                    <newline/>
  74                     <group expand="0" string="Group By..." colspan="4" col="10">
  75                         <filter string="Supplier" icon="terp-personal" domain="[]" context="{'group_by':'partner_id'}"/>
  76                         <filter string="Journal" icon="terp-folder-orange" domain="[]" context="{'group_by':'journal_id'}"/>
  77                         <filter string="Period" icon="terp-go-month" domain="[]" context="{'group_by':'period_id','visible':True}"/>
  78                         <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
  79                     </group>
  80                 </search>
  81             </field>
  82         </record>
  83         <record model="ir.ui.view" id="view_low_priority_payment_form">
  84             <field name="name">account.voucher.payment.low.priority.form</field>
  85             <field name="model">account.voucher</field>
  86             <field name="type">form</field>
  87             <field name="priority">1</field>
  88             <field name="arch" type="xml">
  89                 <form string="Bill Payment">
  90                     <group col="6" colspan="4">
  91                         <field name="partner_id" required="1" on_change="onchange_partner_id(partner_id, journal_id, amount, currency_id, type)" context="{'invoice_currency':currency_id}" string="Vendor"/>
  92                         <field name="journal_id"
  93                             domain="[('type','in',['bank', 'cash'])]"
  94                             widget="selection" select="1"
  95                             on_change="onchange_partner_id(partner_id, journal_id, amount, currency_id, type)"
  96                             string="Payment Method"/>
  97                         <field name="amount" on_change="onchange_partner_id(partner_id, journal_id, amount, currency_id, type)"/>
  98                         <field name="reference" select="1" string="Payment Ref"/>
  99                         <field name="name" colspan="4"/>
 100                         <field name="account_id"
 101                             widget="selection"
 102                             invisible="True"/>
 103                         <field name="pre_line" invisible="1"/>
 104                         <field name="type" invisible="True"/>
 105                     </group>
 106                     <notebook colspan="4">
 107                         <page string="Payment Information">
 108                             <field name="line_dr_ids" attrs="{'invisible': [('type', '=', 'receipt')]}" default_get="{'journal_id':journal_id, 'type':type, 'partner_id':partner_id}" colspan="4" nolabel="1" height="140">
 109                                 <tree string="Open Vendor Journal Entries" editable="bottom">
 110                                     <field name="move_line_id" context="{'journal_id':parent.journal_id, 'partner_id':parent.partner_id}"
 111                                         on_change="onchange_move_line_id(move_line_id)"
 112                                         domain="[('account_id.type','=','payable'), ('reconcile_id','=', False), ('partner_id','=',parent.partner_id)]"
 113                                         />
 114                                     <field name="account_id" groups="base.group_extended" domain="[('type','=','payable')]"/>
 115                                     <field name="date_original" readonly="1"/>
 116                                     <field name="date_due" readonly="1"/>
 117                                     <field name="amount_original" readonly="1"/>
 118                                     <field name="amount_unreconciled" sum="Open Balance" readonly="1"/>
 119                                     <field name="amount" sum="Payment"/>
 120                                 </tree>
 121                             </field>
 122                             <field name="line_cr_ids" colspan="4" nolabel="1" attrs="{'invisible': [('type', '=', 'payment')]}" default_get="{'journal_id':journal_id, 'partner_id':partner_id}">
 123                                 <tree string="Open Customer Journal Entries" editable="bottom">
 124                                     <field name="move_line_id"/>
 125                                     <field name="account_id" groups="base.group_extended" domain="[('type','=','receivable')]"/>
 126                                     <field name="date_original"/>
 127                                     <field name="amount_original"/>
 128                                     <field name="amount" sum="Payment"/>
 129                                 </tree>
 130                             </field>
 131                             <group col="2" colspan="3">
 132                                 <separator string="Internal Notes" colspan="2"/>
 133                                 <field name="narration" colspan="2" nolabel="1"/>
 134                             </group>
 135                             <group col="2" colspan="1">
 136                                 <separator string="Other Information" colspan="2"/>
 137                                 <field name="date" select="1" on_change="onchange_date(date)"/>
 138                                 <field name="currency_id" invisible="True"/>
 139                                 <field name="number"/>
 140                             </group>
 141                         </page>
 142                     </notebook>
 143                 </form>
 144             </field>
 145         </record>
 146
 147         <record model="ir.ui.view" id="view_vendor_payment_form">
 148             <field name="name">account.voucher.payment.form</field>
 149             <field name="model">account.voucher</field>
 150             <field name="type">form</field>
 151             <field name="arch" type="xml">
 152                 <form string="Bill Payment">
 153                     <group col="6" colspan="4">
 154                         <field name="partner_id" domain="[('supplier','=',True)]" required="1" on_change="onchange_partner_id(partner_id, journal_id, amount, currency_id, type)" context="{'invoice_currency':currency_id}" string="Vendor"/>
 155                         <field name="journal_id"
 156                             domain="[('type','in',['bank', 'cash'])]"
 157                             widget="selection" select="1"
 158                             on_change="onchange_partner_id(partner_id, journal_id, amount, currency_id, type)"
 159                             string="Payment Method"/>
 160                         <field name="amount" on_change="onchange_partner_id(partner_id, journal_id, amount, currency_id, type)"/>
 161                         <field name="reference" select="1" string="Payment Ref"/>
 162                         <field name="name" colspan="4"/>
 163                         <field name="account_id"
 164                             widget="selection"
 165                             invisible="True"/>
 166                         <field name="pre_line" invisible="1"/>
 167                         <field name="type" invisible="True"/>
 168                     </group>
 169                     <notebook colspan="4">
 170                         <page string="Payment Information">
 171                             <field name="line_dr_ids" default_get="{'journal_id':journal_id, 'type':type, 'partner_id':partner_id}" colspan="4" nolabel="1" height="140">
 172                                 <tree string="Vendor Invoices and Outstanding transactions" editable="bottom">
 173                                     <field name="move_line_id" context="{'journal_id':parent.journal_id, 'partner_id':parent.partner_id}"
 174                                         on_change="onchange_move_line_id(move_line_id)"
 175                                         domain="[('account_id.type','=','payable'), ('reconcile_id','=', False), ('partner_id','=',parent.partner_id)]"
 176                                         />
 177                                     <field name="account_id" groups="base.group_extended" domain="[('type','=','payable')]"/>
 178                                     <field name="date_original" readonly="1"/>
 179                                     <field name="date_due" readonly="1"/>
 180                                     <field name="amount_original" readonly="1"/>
 181                                     <field name="amount_unreconciled" sum="Open Balance" readonly="1"/>
 182                                     <field name="amount" sum="Payment"/>
 183                                 </tree>
 184                             </field>
 185                             <field name="line_cr_ids" colspan="4" nolabel="1" attrs="{'invisible': [('pre_line','=',False)]}" default_get="{'journal_id':journal_id, 'partner_id':partner_id}">
 186                                 <tree string="Credits" editable="bottom">
 187                                     <field name="move_line_id"/>
 188                                     <field name="account_id" groups="base.group_extended" domain="[('type','=','receivable')]"/>
 189                                     <field name="date_original"/>
 190                                     <field name="amount_original"/>
 191                                     <field name="amount" sum="Payment"/>
 192                                 </tree>
 193                             </field>
 194                             <group col="2" colspan="3">
 195                                 <separator string="Internal Notes" colspan="2"/>
 196                                 <field name="narration" colspan="2" nolabel="1"/>
 197                             </group>
 198                             <group col="2" colspan="1">
 199                                 <group col="2" colspan="1">
 200                                     <separator string="Payment Options" colspan="2"/>
 201                                     <field name="payment_option" required="1"/>
 202                                     <field name="writeoff_acc_id"
 203                                            attrs="{'invisible':[('payment_option','!=','close_balance')], 'required':[('payment_option','=','close_balance')]}"
 204                                            domain="[('type','=','liquidity')]"/>
 205                                          <!-- should select income accounts only. Or use the journal for this ? -->
 206                                     <field name="writeoff_journal_id"
 207                                            attrs="{'invisible':[('payment_option','!=','close_balance')], 'required':[('payment_option','=','close_balance')]}"/>
 208                                     <field name="comment"
 209                                            attrs="{'invisible':[('payment_option','!=','close_balance')]}"/>
 210                                     <field name="analytic_id"
 211                                            attrs="{'invisible':[('payment_option','!=','close_balance')]}"
 212                                            groups="analytic.group_analytic_accounting"/>
 213                                 </group>
 214                                 <separator string="Other Information" colspan="2"/>
 215                                 <group col="4" colspan="1">
 216                                   <field name="date" select="1" on_change="onchange_date(date)"/>
 217                                   <field name="currency_id" invisible="True"/>
 218                                   <field name="number"/>
 219                                 </group>
 220                             </group>
 221                         </page>
 222                         <page string="Journal Items" groups="base.group_extended" attrs="{'invisible': [('state','!=','posted')]}">
 223                             <group col="6" colspan="4">
 224                                 <field name="company_id" select="1" widget="selection" groups="base.group_multi_company"/>
 225                                 <field name="period_id"/>
 226                                 <field name="audit"/>
 227                             </group>
 228                             <separator string="Journal Items" colspan="4"/>
 229                             <field name="move_ids" colspan="4" nolabel="1" readonly="1"/>
 230                         </page>
 231                     </notebook>
 232                     <group col="10" colspan="4">
 233                         <field name="state"/>
 234                         <button name="cancel_voucher" string="Cancel" states="draft,proforma"  icon="gtk-cancel"/>
 235                         <button name="cancel_voucher" string="Unreconcile" type="object" states="posted" icon="terp-stock_effects-object-colorize" confirm="Are you sure to unreconcile this record ?"/>
 236                         <button name="action_cancel_draft" type="object" states="cancel" string="Set to Draft" icon="terp-stock_effects-object-colorize"/>
 237                         <button name="proforma_voucher" string="Validate" states="draft" icon="gtk-go-forward"/>
 238                     </group>
 239                 </form>
 240             </field>
 241         </record>
 242
 243         <record id="action_vendor_payment" model="ir.actions.act_window">
 244             <field name="name">Vendor Payment</field>
 245             <field name="res_model">account.voucher</field>
 246             <field name="view_type">form</field>
 247             <field name="domain">[('journal_id.type', 'in', ['bank', 'cash']), ('type','=','payment')]</field>
 248             <field name="context">{'type':'payment'}</field>
 249             <field name="view_id" eval="False"/>
 250             <field name="search_view_id" ref="view_voucher_filter_vendor_pay"/>
 251             <field name="target">current</field>
 252             <field name="help">The supplier payment form allows you to track the payment you do to your suppliers. When you select a supplier, the payment method and an amount for the payment, OpenERP will propose to reconcile your payment with the open supplier invoices or bills.</field>
 253         </record>
 254         <record id="action_vendor_payment_tree" model="ir.actions.act_window.view">
 255             <field eval="1" name="sequence"/>
 256             <field name="view_mode">tree</field>
 257             <field name="act_window_id" ref="action_vendor_payment"/>
 258         </record>
 259         <record id="action_vendor_payment_form" model="ir.actions.act_window.view">
 260             <field eval="2" name="sequence"/>
 261             <field name="view_mode">form</field>
 262             <field name="view_id" ref="view_vendor_payment_form"/>
 263             <field name="act_window_id" ref="action_vendor_payment"/>
 264         </record>
 265
 266
 267         <menuitem action="action_vendor_payment" icon="STOCK_JUSTIFY_FILL" sequence="12"
 268             id="menu_action_vendor_payment"  parent="account.menu_finance_payables"/>
 269
 270         <record model="ir.ui.view" id="view_vendor_receipt_form">
 271             <field name="name">account.voucher.receipt.form</field>
 272             <field name="model">account.voucher</field>
 273             <field name="type">form</field>
 274             <field name="arch" type="xml">
 275                 <form string="Customer Payment">
 276                     <group col="6" colspan="4">
 277                         <field name="partner_id" required="1" on_change="onchange_partner_id(partner_id, journal_id, amount, currency_id, type)" string="Customer"/>
 278                         <field name="journal_id"
 279                             domain="[('type','in',['bank', 'cash'])]"
 280                             widget="selection" select="1"
 281                             on_change="onchange_partner_id(partner_id, journal_id, amount, currency_id, type)"
 282                             string="Payment Method"/>
 283                         <field name="amount"
 284                             string="Paid Amount"
 285                             on_change="onchange_partner_id(partner_id, journal_id, amount, currency_id, type)"/>
 286                         <field name="reference" select="1" string="Payment Ref"/>
 287                         <field name="name" colspan="4"/>
 288                         <field name="account_id"
 289                             widget="selection"
 290                             invisible="True"/>
 291                         <field name="pre_line" invisible="1"/>
 292                         <field name="type" invisible="True"/>
 293                     </group>
 294                     <notebook colspan="4">
 295                         <page string="Payment Information">
 296                             <field name="line_cr_ids" default_get="{'journal_id':journal_id, 'type':type, 'partner_id':partner_id}" colspan="4" nolabel="1" height="140">
 297                                 <tree string="Invoices and outstanding transactions" editable="bottom">
 298                                     <field name="move_line_id" context="{'journal_id':parent.journal_id, 'partner_id':parent.partner_id}"
 299                                         on_change="onchange_move_line_id(move_line_id)"
 300                                         domain="[('account_id.type','in',('receivable','payable')), ('reconcile_id','=', False), ('partner_id','=',parent.partner_id)]"
 301                                         />
 302                                     <field name="account_id"  groups="base.group_extended" domain="[('type','=','receivable')]"/>
 303                                     <field name="date_original" readonly="1"/>
 304                                     <field name="date_due" readonly="1"/>
 305                                     <field name="amount_original" readonly="1"/>
 306                                     <field name="amount_unreconciled" sum="Open Balance" readonly="1"/>
 307                                     <field name="amount" sum="Payment"/>
 308                                 </tree>
 309                             </field>
 310                             <field name="line_dr_ids" colspan="4" nolabel="1" attrs="{'invisible': [('pre_line','=',False)]}" default_get="{'journal_id':journal_id, 'partner_id':partner_id}">
 311                                 <tree string="Credits" editable="bottom">
 312                                     <field name="move_line_id"/>
 313                                     <field name="account_id"  groups="base.group_extended" domain="[('type','=','receivable')]"/>
 314                                     <field name="date_original"/>
 315                                     <field name="amount_original"/>
 316                                     <field name="amount" sum="Payment"/>
 317                                 </tree>
 318                             </field>
 319                             <group col="2" colspan="3">
 320                                 <separator string="Internal Notes" colspan="2"/>
 321                                 <field name="narration" colspan="2" nolabel="1"/>
 322                             </group>
 323                             <group col="2" colspan="1">
 324                                 <group col="2" colspan="1">
 325                                     <separator string="Payment Options" colspan="2"/>
 326                                     <field name="payment_option" required="1"/>
 327                                     <field name="writeoff_acc_id"
 328                                            attrs="{'invisible':[('payment_option','!=','close_balance')], 'required':[('payment_option','=','close_balance')]}"
 329                                            domain="[('type','=','liquidity')]"/>
 330                                          <!-- should select income accounts only. Or use the journal for this ? -->
 331                                     <field name="writeoff_journal_id"
 332                                            attrs="{'invisible':[('payment_option','!=','close_balance')], 'required':[('payment_option','=','close_balance')]}"/>
 333                                     <field name="comment"
 334                                            attrs="{'invisible':[('payment_option','!=','close_balance')]}"/>
 335                                     <field name="analytic_id"
 336                                            attrs="{'invisible':[('payment_option','!=','close_balance')]}"
 337                                            groups="analytic.group_analytic_accounting"/>
 338                                 </group>
 339                                 <separator string="Other Information" colspan="2"/>
 340                                 <group col="4" colspan="1">
 341                                     <field name="date" select="1" on_change="onchange_date(date)"/>
 342                                     <field name="currency_id" invisible="True"/>
 343                                     <field name="number"/>
 344                                 </group>
 345                             </group>
 346                         </page>
 347                         <page string="Journal Items" groups="base.group_extended" attrs="{'invisible': [('state','!=','posted')]}">
 348                             <group col="6" colspan="4">
 349                                 <field name="company_id" select="1" widget="selection" groups="base.group_multi_company"/>
 350                                 <field name="period_id"/>
 351                                 <field name="audit"/>
 352                             </group>
 353                             <separator string="Journal Items" colspan="4"/>
 354                             <field name="move_ids" colspan="4" nolabel="1" readonly="1"/>
 355                         </page>
 356                     </notebook>
 357                     <group col="10" colspan="4">
 358                         <field name="state"/>
 359                         <button name="cancel_voucher" string="Cancel" states="draft,proforma"  icon="gtk-cancel"/>
 360                         <button name="cancel_voucher" string="Unreconcile" type="object" states="posted" icon="terp-stock_effects-object-colorize" confirm="Are you sure to unreconcile this record ?"/>
 361                         <button name="action_cancel_draft" type="object" states="cancel" string="Set to Draft" icon="terp-stock_effects-object-colorize"/>
 362                         <button name="proforma_voucher" string="Validate" states="draft" icon="gtk-go-forward"/>
 363                     </group>
 364                 </form>
 365             </field>
 366         </record>
 367
 368         <record id="action_vendor_receipt" model="ir.actions.act_window">
 369             <field name="name">Customer Payment</field>
 370             <field name="res_model">account.voucher</field>
 371             <field name="view_type">form</field>
 372             <field name="domain">[('journal_id.type', 'in', ['bank', 'cash']), ('type','=','receipt')]</field>
 373             <field name="context">{'type':'receipt'}</field>
 374             <field name="search_view_id" ref="view_voucher_filter_customer_pay"/>
 375             <field name="view_id" eval="False"/>
 376             <field name="target">current</field>
 377             <field name="help">Sales payment allows you to register the payments you receive from your customers. In order to record a payment, you must enter the customer, the payment method (=the journal) and the payment amount. OpenERP will propose to you automatically the reconciliation of this payment with the open invoices or sales receipts.</field>
 378         </record>
 379         <record id="action_vendor_receipt_tree" model="ir.actions.act_window.view">
 380             <field eval="1" name="sequence"/>
 381             <field name="view_mode">tree</field>
 382             <field name="act_window_id" ref="action_vendor_receipt"/>
 383         </record>
 384         <record id="action_vendor_receipt_form" model="ir.actions.act_window.view">
 385             <field eval="2" name="sequence"/>
 386             <field name="view_mode">form</field>
 387             <field name="view_id" ref="view_vendor_receipt_form"/>
 388             <field name="act_window_id" ref="action_vendor_receipt"/>
 389         </record>
 390
 391         <menuitem action="action_vendor_receipt" icon="STOCK_JUSTIFY_FILL" sequence="12"
 392             id="menu_action_vendor_receipt"  parent="account.menu_finance_receivables"/>
 393     </data>
 394 </openerp>