322 lines
20 KiB
XML
322 lines
20 KiB
XML
<odoo>
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<record id="account_journal_dashboard_kanban_view" model="ir.ui.view">
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<field name="name">account.journal.dashboard.kanban</field>
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<field name="model">account.journal</field>
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<field name="arch" type="xml">
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<kanban create="false" class="oe_background_grey o_kanban_dashboard o_account_kanban">
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<field name="id"/>
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<field name="name"/>
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<field name="type"/>
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<field name="show_on_dashboard"/>
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<field name="kanban_dashboard"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="#{kanban_color(0)}">
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<t t-value="JSON.parse(record.kanban_dashboard.raw_value)" t-set="dashboard"/>
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<t t-value="record.type.raw_value" t-set="journal_type"/>
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<t t-call="JournalTop"/>
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<div class="container o_kanban_card_content o_visible">
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<div class="row">
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<t t-if="(journal_type == 'bank' || journal_type == 'cash')" t-call="JournalBodyBankCash"/>
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<t t-if="journal_type == 'sale' || journal_type == 'purchase'" t-call="JournalBodySalePurchase"/>
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<div t-if="journal_type == 'general' || journal_type == 'situation'" class="row">
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</div>
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</div>
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<t t-if="journal_type == 'bank' || journal_type == 'cash' || journal_type == 'sale' || journal_type == 'purchase'" t-call="JournalBodyGraph"/>
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</div><div class="container o_kanban_card_manage_pane o_invisible">
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<t t-call="JournalManage"/>
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</div>
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</div>
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</t>
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<t t-name="JournalTop">
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<div class="o_kanban_card_header">
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<div class="o_kanban_card_header_title">
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<div class="o_primary">
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<a type="object" name="open_action"><field name="name"/></a>
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</div>
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<div class="o_secondary" t-att-title="dashboard.title">
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<field name="type"/>
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</div>
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</div>
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<div class="o_kanban_manage_button_section">
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<a class="o_kanban_manage_toggle_button" href="#">More <i class="fa fa-caret-down"/></a>
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</div>
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</div>
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</t>
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<t t-name="JournalManage">
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<!-- For bank and cash -->
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<div t-if="journal_type == 'bank' || journal_type == 'cash'" class="row">
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<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_view">
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<div class="o_kanban_card_manage_title">
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<span>View</span>
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</div>
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<div>
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<a type="object" name="open_action">
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<t t-if="journal_type == 'bank'">Bank Statements</t>
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<t t-if="journal_type == 'cash'">Cash Statements</t>
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</a>
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</div>
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<div>
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<a type="object" name="open_action_with_context" context="{'action_name': 'action_bank_statement_line', 'search_default_journal': True}">Search Operations</a>
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</div>
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<div>
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<a type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}" groups="base.group_no_one">Journal Items</a>
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</div>
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</div>
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<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_new">
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<div class="o_kanban_card_manage_title">
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<span>New</span>
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</div>
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<div name="bank_cash_commands">
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<t t-if="journal_type == 'bank'">
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<a type="object" name="create_bank_statement">Transaction</a>
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</t>
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<t t-if="journal_type == 'cash'">
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<a type="object" name="create_cash_statement">Transaction</a>
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</t>
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</div>
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<div>
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<a type="object" name="open_spend_money">Send Money</a>
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</div>
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<div>
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<a type="object" name="open_collect_money">Receive Money</a>
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</div>
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<div>
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<a type="object" name="open_transfer_money">Internal Transfer</a>
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</div>
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</div>
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<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_reconciliation">
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<div class="o_kanban_card_manage_title">
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<span>Reconciliation</span>
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</div>
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<div>
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<a t-if="dashboard.number_to_reconcile > 0" type="object" name="action_open_reconcile">Reconcile</a>
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<span t-if="dashboard.number_to_reconcile == 0" class="text-muted">Nothing to Reconcile</span>
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</div>
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<div>
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<a type="object" name="open_action_with_context" context="{'action_name': 'action_account_reconcile_model', 'use_domain': True}" groups="account.group_account_manager">Reconciliation Models</a>
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</div>
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</div>
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</div>
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<!-- For purchase and sale -->
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<div t-if="journal_type == 'purchase' || journal_type == 'sale'" class="row">
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<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_view">
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<div class="o_kanban_card_manage_title">
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<span>View</span>
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</div>
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<div>
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<a type="object" name="open_action" context="{'use_domain': [('type','in',('out_invoice','in_invoice'))]}">
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<span t-if="journal_type == 'sale'">Invoices</span>
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<span t-if="journal_type == 'purchase'">Bills</span>
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</a>
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</div>
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<div>
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<a type="object" name="open_action" context="{'use_domain': [('type','in',('out_refund','in_refund'))], 'invoice_type': 'refund'}">
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<span t-if="journal_type == 'sale'">Refunds</span>
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<span t-if="journal_type == 'purchase'">Refunds</span>
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</a>
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</div>
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<div>
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<a type="object" name="action_open_reconcile">Payments Matching</a>
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</div>
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<div>
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<a type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}" groups="base.group_no_one">Journal Items</a>
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</div>
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</div>
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<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_new">
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<div class="o_kanban_card_manage_title">
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<span>New</span>
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</div>
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<div>
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<a type="object" name="action_create_new">
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<span t-if="journal_type == 'sale'">Invoice</span>
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<span t-if="journal_type == 'purchase'">Bill</span>
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</a>
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</div>
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<div>
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<a type="object" name="action_create_new" context="{'refund':True}">
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<span t-if="journal_type == 'sale'">Refund</span>
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<span t-if="journal_type == 'purchase'">Bill Refund</span>
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</a>
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</div>
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</div>
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<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_reports">
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<div class="o_kanban_card_manage_title">
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<span>Reports</span>
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</div>
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<div>
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<a t-if="journal_type == 'sale'" type="action" name="%(action_account_invoice_report_all)d" groups="account.group_account_manager">Invoices Analysis</a>
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<a t-if="journal_type == 'purchase'" type="action" name="%(action_account_invoice_report_all_supp)d" groups="account.group_account_manager">Bills Analysis</a>
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</div>
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</div>
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</div>
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<!-- For general and situation -->
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<div t-if="journal_type == 'general' || journal_type == 'situation'" class="row">
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<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_view">
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<div class="o_kanban_card_manage_title">
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<span>View</span>
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</div>
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<div>
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<a type="object" name="open_action" context="{'action_name': 'action_move_journal_line'}">Journal Entries</a>
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</div>
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<div>
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<a type="object" name="open_action" context="{'action_name': 'action_move_journal_line', 'search_default_toreview': 1}">Entries to Review</a>
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</div>
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<div>
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<a type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}" groups="base.group_no_one">Journal Items</a>
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</div>
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</div>
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<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_new">
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<div class="o_kanban_card_manage_title">
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<span>New</span>
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</div>
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<div>
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<a type="object" name="action_create_new">Journal Entry</a>
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</div>
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</div>
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<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_operations">
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<div class="o_kanban_card_manage_title">
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<span>Operations</span>
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</div>
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<div>
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<a type="object" name="open_action_with_context" context="{'action_name': 'action_validate_account_move', 'search_default_journal': True}">Post All Entries</a>
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</div>
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</div>
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</div>
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<div groups="account.group_account_manager" class="row o_kanban_card_settings">
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<div class="col-xs-6">
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<a type="object" name="toggle_favorite"><i t-attf-class="fa o_dashboard_star #{record.show_on_dashboard.raw_value ? 'fa-star' : 'fa-star-o'}" title="Click to add/remove from favorite"/> Favorite</a>
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</div>
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<div class="col-xs-6 text-right">
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<a t-if="widget.editable" type="edit">Settings</a>
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</div>
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</div>
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</t>
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<t t-name="JournalBodyBankCash">
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<!-- On the left, display :
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- A button corresponding to the bank_statements_source, if it wasn't configured, a button for each of them
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- If there are statements to reconcile, a link to reconcile them -->
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<div class="col-xs-6 o_kanban_primary_left">
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<t t-if="dashboard.number_to_reconcile > 0">
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<button type="object" name="action_open_reconcile" class="btn btn-primary btn-sm"> Reconcile <t t-esc="dashboard.number_to_reconcile"/> Items</button>
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</t>
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<t t-if="journal_type == 'bank'">
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<div name="bank_journal_default_cta" t-if="! dashboard.bank_statements_source">
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<button t-if="dashboard.number_to_reconcile == 0" type="object" name="create_bank_statement" class="btn btn-primary btn-sm">New Statement</button>
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<a t-if="dashboard.number_to_reconcile > 0" type="object" name="create_bank_statement" class="oe_inline">New Statement</a>
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</div>
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<div name="bank_journal_cta" t-if="dashboard.bank_statements_source">
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<button t-if="dashboard.bank_statements_source == 'manual' && dashboard.number_to_reconcile == 0" type="object" name="create_bank_statement" class="btn btn-primary btn-sm">New Statement</button>
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<a t-if="dashboard.bank_statements_source == 'manual' && dashboard.number_to_reconcile > 0" type="object" name="create_bank_statement" class="oe_inline">New Statement</a>
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</div>
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</t>
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<t t-if="dashboard.number_to_reconcile > 0">
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<a t-if="journal_type == 'cash'" type="object" name="create_cash_statement" class="oe_inline">New Transactions</a>
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</t>
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<t t-if="dashboard.number_to_reconcile == 0">
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<button t-if="journal_type == 'cash'" type="object" name="create_cash_statement" class="btn btn-primary btn-sm">New Transactions</button>
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</t>
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</div>
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<!-- On the right, show other common informations/actions -->
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<div class="col-xs-6 o_kanban_primary_right">
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<div class="row">
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<div class="col-xs-6">
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<span title="Balance in Odoo">Balance in GL</span>
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</div>
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<div class="col-xs-6 text-right">
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<span><t t-esc="dashboard.account_balance"/></span>
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</div>
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</div>
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<t t-if="dashboard.last_balance != dashboard.account_balance">
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<div class="row" name="latest_statement">
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<div class="col-xs-6">
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<span title="Latest Statement">Latest Statement</span>
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</div>
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<div class="col-xs-6 text-right">
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<span><t t-esc="dashboard.last_balance"/></span>
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</div>
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</div>
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</t>
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</div>
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</t>
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<t t-name="JournalBodySalePurchase">
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<div class="col-xs-6 o_kanban_primary_left">
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<t t-if="journal_type == 'sale'">
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<button type="object" name="action_create_new" class="btn btn-primary btn-sm o_invoice_new">
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<span>New Invoice</span>
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</button>
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</t>
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<t t-if="journal_type == 'purchase'">
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<button type="object" name="action_create_new" class="btn btn-primary btn-sm">
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<span>New Bill</span>
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</button>
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</t>
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</div>
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<div class="col-xs-6 o_kanban_primary_right">
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<div class="row">
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<div class="col-xs-6">
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<a type="object" name="open_action" context="{'search_default_draft': '1', 'search_default_proforma': '1'}">
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<span t-if="journal_type == 'sale'" title="Invoices to validate"><t t-esc="dashboard.number_draft"/> Invoices to validate</span>
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<span t-if="journal_type == 'purchase'" title="Draft bills"><t t-esc="dashboard.number_draft"/> Draft bills</span>
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</a>
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</div>
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<div class="col-xs-6 text-right">
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<span><t t-esc="dashboard.sum_draft"/></span>
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</div>
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</div>
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<div class="row">
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<div class="col-xs-6">
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<a type="object" name="open_action" context="{'search_default_unpaid': '1'}">
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<span t-if="journal_type == 'sale'" title="Awaiting payments"><t t-esc="dashboard.number_waiting"/> Awaiting payments</span>
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<span t-if="journal_type == 'purchase'" title="Payments to do"><t t-esc="dashboard.number_waiting"/> Payments to do</span>
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</a>
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</div>
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<div class="col-xs-6 text-right">
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<span><t t-esc="dashboard.sum_waiting"/></span>
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</div>
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</div>
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</div>
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</t>
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<t t-name="JournalBodyGraph">
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<div class="o_kanban_graph_section">
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<field name="kanban_dashboard_graph" t-att-graph_type="_.contains(['cash','bank'],journal_type) ? 'line' : 'bar'" widget="dashboard_graph"/>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<record id="open_account_journal_dashboard_kanban" model="ir.actions.act_window">
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<field name="name">Accounting Dashboard</field>
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<field name="res_model">account.journal</field>
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<field name="view_type">form</field>
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<field name="view_mode">kanban,form</field>
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<field name="usage">menu</field>
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<field name="context">{'search_default_dashboard':1}</field>
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<field name="domain">[('belongs_to_company', '=', True)]</field>
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<field name="help" type="html">
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<p>
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This is the accounting dashboard. If you have not yet
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installed a chart of account, please install one first.
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<a type="action" name="%(open_account_charts_modules)d">Browse available countries.</a>
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</p>
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</field>
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</record>
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<menuitem id="menu_board_journal_1" name="Dashboard" action="open_account_journal_dashboard_kanban" parent="menu_finance" sequence="1" groups="group_account_user"/>
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</odoo>
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