addons/stock_planning/stock_planning_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4         <menuitem id="menu_stock_period_main"
   5                   name="Stock Periods"
   6                   parent="stock.menu_stock_configuration" sequence="20"/>
   7
   8         <!-- Periods tree and form section -->
   9
  10         <record id="view_stock_period_form" model="ir.ui.view">
  11             <field name="name">stock.period.form</field>
  12             <field name="model">stock.period</field>
  13             <field name="type">form</field>
  14             <field name="arch" type="xml">
  15                 <form version="7.0">
  16                     <header>
  17                         <button name="button_open" string="Open" states="draft" type="object"/>
  18                         <button name="button_close" string="Close" states="open" type="object"/>
  19                         <field name="state" widget="statusbar" statusbar_visible="draft,open"/>
  20                     </header>
  21                     <sheet string="Stock Periods">
  22                         <group col="4">
  23                             <field name="name"/>
  24                             <newline/>
  25                             <field name="date_start"/>
  26                             <field name="date_stop"/>
  27                         </group>
  28                     </sheet>
  29                 </form>
  30             </field>
  31         </record>
  32
  33         <record id="view_stock_period_tree" model="ir.ui.view">
  34             <field name="name">stock.period.tree</field>
  35             <field name="model">stock.period</field>
  36             <field name="type">tree</field>
  37             <field name="arch" type="xml">
  38                 <tree string="Stock and Sales Period" editable="bottom" colors="gray:state == 'close';black:state in ('draft','open')">
  39                     <field name="name"/>
  40                     <field name="date_start"/>
  41                     <field name="date_stop"/>
  42                     <field name="state" select="1"/>
  43                 </tree>
  44             </field>
  45         </record>
  46
  47         <record id="view_stock_period_search" model="ir.ui.view">
  48             <field name="name">stock.period.search</field>
  49             <field name="model">stock.period</field>
  50             <field name="type">search</field>
  51             <field name="arch" type="xml">
  52                 <search string="Stock Periods">
  53                     <field name="name" string="Stock Periods"/>
  54                     <separator orientation="vertical"/>
  55                     <field name="date_start"/>
  56                     <field name="date_stop"/>
  57                     <separator orientation="vertical"/>
  58                     <filter string="Current" domain="[('state','in',['draft','open'])]" icon="terp-check" help="Current Periods"/>
  59                     <filter string="Closed" domain="[('state','=','close')]" icon="gtk-stop" help="Closed Periods"/>
  60                 </search>
  61             </field>
  62         </record>
  63
  64         <record id="action_stock_period_form" model="ir.actions.act_window">
  65             <field name="name">Stock Periods</field>
  66             <field name="res_model">stock.period</field>
  67             <field name="view_type">form</field>
  68             <field name="view_mode">tree,form</field>
  69             <field name="search_view_id" ref="view_stock_period_search"/>
  70             <field name="help">Stock periods are used for stock planning. Stock periods are independent of account periods. You can use wizard for creating periods and review them here.</field>
  71
  72         </record>
  73
  74         <menuitem
  75             id="menu_stock_period"
  76             parent="stock.menu_stock_configuration"
  77             action="action_stock_period_form"
  78             sequence = "25"/>
  79
  80         <record id="view_stock_sale_forecast_form" model="ir.ui.view">
  81             <field name="name">stock.sale.forecast.form</field>
  82             <field name="model">stock.sale.forecast</field>
  83             <field name="type">form</field>
  84             <field name="arch" type="xml">
  85                 <form version="7.0">
  86                 <header>
  87                     <button name="action_validate" string="Approve" states="draft" type="object" class="oe_highlight"/>
  88                     <field name="state" widget="statusbar"/>
  89                 </header>
  90                 <sheet string="Stock and Sales Forecast" layout="auto">
  91                     <group colspan = "4" col = "4" class="oe_header">
  92                         <group colspan = "2" col="2" >
  93                             <field name="company_id" select="1"
  94                                         groups="base.group_multi_company"
  95                                         widget="selection"
  96                                         on_change="onchange_company(company_id)"/>
  97                             <field name="warehouse_id" domain = "[('company_id','=',company_id)] "/>
  98                             <field name="period_id" />
  99                             <field name="product_id" on_change="product_id_change(product_id)" />
 100                             <field name="product_uom_categ"  invisible = "True"/>
 101                             <field name="product_uos_categ"  invisible = "True"/>
 102                             <field name="product_uom"
 103                                          domain = "[('category_id','in',[product_uom_categ,product_uos_categ])]"
 104                                          on_change = "onchange_uom(product_uom, product_qty, active_uom, product_id)"/>
 105                             <field name="active_uom" invisible = "True" />
 106                         </group>
 107                         <group colspan = "2" col="2" >
 108                             <field name="user_id"/>
 109                             <field name="product_amt" on_change="product_amt_change(product_amt, product_uom, product_id)" />
 110                             <field name="product_qty"  />
 111                         </group>
 112                     </group>
 113                     <separator colspan ="4" string="Sales History"/>
 114                     <group colspan = "4" col = "5">
 115                         <label string = " "/>
 116                         <label string = "Per User :"/>
 117                         <label string = "Per Department :"/>
 118                         <label string = "Per Warehouse :"/>
 119                         <label string = ""/>
 120                         <label string = "Periods :"/>
 121                         <field name="analyzed_user_id" nolabel = "1" domain = "[('company_id','=',company_id)] "/>
 122                         <field name="analyzed_team_id" nolabel = "1" />
 123                         <field name="analyzed_warehouse_id" nolabel = "1" domain = "[('company_id','=',company_id)] " />
 124                         <group colspan = "1" col = "2">
 125                             <field name = "analyze_company"/>
 126                         </group>
 127                         <field name = "analyzed_period1_id" nolabel = "1"  />
 128                         <field name = "analyzed_period1_per_user" nolabel = "1" />
 129                         <field name = "analyzed_period1_per_dept" nolabel = "1" />
 130                         <field name = "analyzed_period1_per_warehouse" nolabel = "1" />
 131                         <field name = "analyzed_period1_per_company" nolabel = "1"/>
 132                         <field name = "analyzed_period2_id" nolabel = "1" />
 133                         <field name = "analyzed_period2_per_user" nolabel = "1" />
 134                         <field name = "analyzed_period2_per_dept" nolabel = "1" />
 135                         <field name = "analyzed_period2_per_warehouse" nolabel = "1" />
 136                         <field name = "analyzed_period2_per_company" nolabel = "1" />
 137                         <field name = "analyzed_period3_id" nolabel = "1"/>
 138                         <field name = "analyzed_period3_per_user" nolabel = "1" />
 139                         <field name = "analyzed_period3_per_dept" nolabel = "1" />
 140                         <field name = "analyzed_period3_per_warehouse" nolabel = "1" />
 141                         <field name = "analyzed_period3_per_company" nolabel = "1" />
 142                         <field name = "analyzed_period4_id" nolabel = "1" />
 143                         <field name = "analyzed_period4_per_user" nolabel = "1" />
 144                         <field name = "analyzed_period4_per_dept" nolabel = "1" />
 145                         <field name = "analyzed_period4_per_warehouse" nolabel = "1" />
 146                         <field name = "analyzed_period4_per_company" nolabel = "1" />
 147                         <field name = "analyzed_period5_id" nolabel = "1" />
 148                         <field name = "analyzed_period5_per_user" nolabel = "1" />
 149                         <field name = "analyzed_period5_per_dept" nolabel = "1" />
 150                         <field name = "analyzed_period5_per_warehouse" nolabel = "1" />
 151                         <field name = "analyzed_period5_per_company" nolabel = "1" />
 152                         <button name="calculate_sales_history" icon="gtk-execute"
 153                                 string="Calculate Sales History" type="object" colspan = "1" states="draft" />
 154                     </group>
 155                     </sheet>
 156                 </form>
 157             </field>
 158         </record>
 159
 160         <record id="view_stock_sale_forecast_tree" model="ir.ui.view">
 161              <field name="name">stock.sale.forecast.tree</field>
 162             <field name="model">stock.sale.forecast</field>
 163             <field name="type">tree</field>
 164             <field name="arch" type="xml">
 165                 <tree string="Sales Forecasts" colors="gray:state=='validated';black:state=='draft'">
 166                     <field name="period_id"/>
 167                     <field name="product_id" on_change="product_id_change(product_id)" />
 168                     <field name="product_qty"/>
 169                     <field name="product_uom" />
 170                     <field name="warehouse_id"/>
 171                     <field name="company_id"/>
 172                     <field name="state"/>
 173                 </tree>
 174             </field>
 175         </record>
 176
 177        <record id="view_stock_sale_forecast_graph" model="ir.ui.view">
 178              <field name="name">stock.sale.forecast.graph</field>
 179             <field name="model">stock.sale.forecast</field>
 180             <field name="type">graph</field>
 181             <field name="arch" type="xml">
 182                 <graph string="Stock and Sales Forecast" type = "bar">
 183                     <field name="period_id"/>
 184                     <field name="product_qty"/>
 185                     <field name="product_id"/>
 186                 </graph>
 187             </field>
 188         </record>
 189
 190         <!-- Forecast section -->
 191
 192         <menuitem id="menu_stock_sale_forecast" name="Sales Forecasts"
 193                 parent="base.menu_base_partner" sequence="5"/>
 194
 195         <record id="view_stock_sale_forecast_filter" model="ir.ui.view">
 196             <field name="name">stock.sale.forecast.list.select</field>
 197             <field name="model">stock.sale.forecast</field>
 198             <field name="type">search</field>
 199             <field name="arch" type="xml">
 200                 <search string="Search  Sales Forecast">
 201                     <filter icon="terp-camera_test" string="Validated" domain="[('state','=','validated')]" />
 202                     <separator orientation="vertical"/>
 203                     <field name="company_id"/>
 204                     <field name="warehouse_id" />
 205                     <field name="period_id" />
 206                     <field name="product_id"/>
 207                     <field name="create_uid"/>
 208                     <newline/>
 209                     <group expand="0" string="Group By...">
 210                         <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}"/>
 211                         <filter string="Warehouse " icon="terp-go-home" domain="[]" context="{'group_by':'warehouse_id'}"/>
 212                         <filter string="Product" icon="terp-accessories-archiver" domain="[]"  context="{'group_by':'product_id'}"/>
 213                        <separator orientation="vertical"/>
 214                        <filter string='Default Unit of Measure' icon="terp-mrp" domain="[]" context="{'group_by' : 'product_uom'}" />
 215                     </group>
 216               </search>
 217             </field>
 218         </record>
 219
 220
 221         <record id="action_view_stock_sale_forecast_form" model="ir.actions.act_window">
 222             <field name="name">Sales Forecast</field>
 223             <field name="res_model">stock.sale.forecast</field>
 224             <field name="view_type">form</field>
 225             <field name="view_mode">tree,form,graph</field>
 226             <field name="context">{"search_default_create_uid":uid}</field>
 227             <field name="help">This quantity sales forecast is an indication for Stock Planner to make procurement manually or to complement automatic procurement. You can use manual procurement with this forecast when some periods are exceptional for usual minimum stock rules.</field>
 228         </record>
 229
 230         <menuitem id="menu_stock_sale_forecast_all"
 231                   name="Sales Forecasts"
 232                   parent="menu_stock_sale_forecast"
 233                   action="action_view_stock_sale_forecast_form"/>
 234
 235         <!-- Planning section -->
 236
 237         <menuitem id="menu_stock_planning_manual" name="Master Procurement Schedule" parent="procurement.menu_stock_sched" sequence="10"/>
 238
 239         <record id="view_stock_planning_form" model="ir.ui.view">
 240             <field name="name">stock.planning.form</field>
 241             <field name="model">stock.planning</field>
 242             <field name="type">form</field>
 243             <field name="priority">50</field>
 244             <field name="arch" type="xml">
 245                 <form string="Stock Planning">
 246                     <group colspan="4" col="7">
 247                         <group colspan ="3" col="2">
 248                             <separator colspan ="2" string = "General Info"/>
 249                             <field name="company_id" select = "1" widget= "selection"
 250                                          on_change="onchange_company(company_id)" groups="base.group_multi_company"/>
 251                             <field name="warehouse_id" domain = "[('company_id','=',company_id)] " />
 252                             <field name="period_id" />
 253                             <field name="product_id" on_change="product_id_change(product_id)"  />
 254                             <field name="product_uom_categ"  invisible = "True"/>
 255                             <field name="product_uos_categ"  invisible = "True"/>
 256                             <field name="product_uom"
 257                                          domain = "[('category_id','in',[product_uom_categ,product_uos_categ])]"
 258                                          on_change = "onchange_uom(product_uom, product_id, active_uom, planned_outgoing, to_procure)"/>
 259                             <field name="active_uom" invisible = "True" />
 260                             <separator colspan ="2" string = "Forecasts"/>
 261                             <field name="warehouse_forecast"/>
 262                             <field name="company_forecast"/>
 263                             <field name="confirmed_forecasts_only"/>
 264                         </group>
 265                         <group colspan ="2" col="2">
 266                             <separator colspan ="2" string = "Current Period Situation"/>
 267                             <field name="stock_start"/>
 268                             <field name="already_out"/>
 269                             <field name="already_in"/>
 270                             <separator colspan ="2" string = "Planning and Situation for Calculated Period"/>
 271                             <field name="planned_outgoing"/>
 272                             <field name="outgoing"/>
 273                             <field name="outgoing_left"/>
 274                             <field name="to_procure"/>
 275                             <field name="incoming"/>
 276                             <field name="incoming_left"/>
 277                             <button name="calculate_planning" string="Calculate Planning" type="object" icon="gtk-execute" colspan="2"/>
 278                             <field name="stock_only"/>
 279                         </group>
 280                         <group colspan ="2" col="2">
 281                             <separator colspan ="2" string = "Minimum Stock Rule Indicators"/>
 282                             <field name="minimum_op"/>
 283                             <field name="maximum_op"/>
 284                             <separator colspan ="2" string = "Calculated Period Simulation"/>
 285                             <field name="outgoing_before"/>
 286                             <field name="incoming_before"/>
 287                             <field name="stock_simulation"/>
 288                             <button name="procure_incomming_left" icon="gtk-convert" string="Procure Incoming Left" type="object" colspan="2"/>
 289                             <field name="procure_to_stock"/>
 290                             <separator colspan ="2" string = "Internal Supply"/>
 291                             <button name="internal_supply" string="Supply from Another Warehouse" icon="gtk-convert"  type="object" colspan="2"/>
 292                             <field name="supply_warehouse_id" domain = "[('company_id','=',company_id)] "/>
 293                             <field name="stock_supply_location"/>
 294                         </group>
 295                     </group>
 296                     <separator colspan ="4" string = "Procurement History"/>
 297                     <field name = "history" colspan = "2" nolabel = "1"/>
 298                 </form>
 299             </field>
 300         </record>
 301
 302        <record id="view_stock_planning_filter" model="ir.ui.view">
 303             <field name="name">stock.planning.list.select</field>
 304             <field name="model">stock.planning</field>
 305             <field name="type">search</field>
 306             <field name="arch" type="xml">
 307                 <search string="Search Stock Planning">
 308                     <filter icon="terp-purchase" string="No Requisition" domain="[('history','=',False)]" />
 309                     <separator orientation="vertical"/>
 310                     <field name="company_id" widget="selection"/>
 311                     <field name="warehouse_id" widget="selection"/>
 312                     <field name="period_id" widget="selection"/>
 313                     <field name="product_id"/>
 314                     <newline/>
 315                     <group expand="0" string="Group By...">
 316                         <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}"/>
 317                         <filter string="Warehouse " icon="terp-go-home" domain="[]" context="{'group_by':'warehouse_id'}"/>
 318                         <filter string="Product" icon="terp-accessories-archiver" domain="[]"  context="{'group_by':'product_id'}"/>
 319                        <separator orientation="vertical"/>
 320                     </group>
 321               </search>
 322             </field>
 323         </record>
 324
 325
 326         <record id="view_stock_planning_tree" model="ir.ui.view">
 327              <field name="name">stock.planning.tree</field>
 328             <field name="model">stock.planning</field>
 329             <field name="type">tree</field>
 330             <field name="arch" type="xml">
 331                 <tree string="Master Procurement Schedule" colors ="blue:line_time=='Past';black:line_time=='Future'">
 332                     <field name="period_id"/>
 333                     <field name="company_id" invisible="1"/>
 334                     <field name="product_id" on_change="product_id_change(product_id)" />
 335                     <field name="product_uom"/>
 336                     <field name="warehouse_forecast" string="Forecast"/>
 337                     <field name="planned_outgoing"/>
 338                     <field name="to_procure"/>
 339                     <field name="line_time" invisible="1"/>
 340                     <field name="stock_simulation" string="Stock"/>   <!-- previously stock_start -->
 341                     <field name="warehouse_id" domain = "[('company_id','=',company_id)] " />
 342                 </tree>
 343             </field>
 344         </record>
 345
 346         <record id="action_view_stock_planning_form" model="ir.actions.act_window">
 347             <field name="name">Master Procurement Schedule</field>
 348             <field name="res_model">stock.planning</field>
 349             <field name="type">ir.actions.act_window</field>
 350             <field name="view_type">form</field>
 351             <field name="view_mode">tree,form</field>
 352             <field name="help">The Master Procurement Schedule can be the main driver for warehouse replenishment, or can complement the automatic MRP scheduling (minimum stock rules, etc.).
 353 Each MPS line gives you a pre-computed overview of the incoming and outgoing quantities of a given product for a given Stock Period in a given Warehouse, based on the current and future stock levels,
 354 as well as the planned stock moves. The forecast quantities can be altered manually, and when satisfied with resulting (simulated) Stock quantity, you can trigger the procurement of what is missing to reach your desired quantities</field>
 355         </record>
 356
 357         <menuitem
 358             id="menu_stock_planning"
 359             parent="menu_stock_planning_manual"
 360             action="action_view_stock_planning_form"/>
 361
 362 </data>
 363 </openerp>