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account-financial-tools/account_chart_update/wizard/wizard_chart_update_view.xml

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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2016 Jairo Llopis <jairo.llopis@tecnativa.com>
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
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<record id="view_update_multi_chart" model="ir.ui.view">
<field name="name">Update Chart of Accounts from a Chart Template</field>
<field name="model">wizard.update.charts.accounts</field>
<field name="arch" type="xml">
<form>
<header>
<field
name="state"
select="2"
widget="statusbar"
statusbar_visible="init,ready,done"
statusbar_colors='{"ready":"blue","done":"blue"}'
/>
</header>
<div attrs="{'invisible':[('state','!=','init')]}">
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<h3>
<p>
<center>
This wizard will update your accounts, taxes and
fiscal positions according to the selected chart
template
</center>
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</p>
</h3>
</div>
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<group
string="Chart of Accounts"
attrs="{'invisible':[('state','!=','init')]}"
>
<field
name="company_id"
attrs="{'invisible':[('state','!=','init')]}"
/>
<field name="code_digits" invisible="1" />
<field
name="chart_template_id"
domain="[('visible', '=', True)]"
attrs="{'invisible': [('state','!=','init')], 'required': True}"
/>
<field name="lang" attrs="{'invisible':[('state','!=','init')]}" />
</group>
<notebook attrs="{'invisible':[('state','!=','init')]}">
<page string="General options" name="page_general_options">
<group>
<group string="Update records?">
<field name="update_tax" />
<field name="update_account" />
<field name="update_account_group" />
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<field name="update_fiscal_position" />
</group>
<group
string="Other options"
attrs="{'invisible':[('state','!=','init')]}"
>
<field name="continue_on_errors" />
<field name="recreate_xml_ids" />
</group>
</group>
<div>
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<h5>
<p>
If you leave these options set, the wizard will
not just create new records, but also update
records with changes (i.e. different tax amount)
</p>
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<p>
Note: Only the changed fields are updated.
</p>
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</h5>
</div>
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</page>
<page
string="Field options"
attrs="{'invisible': [
('update_tax', '=', False),
('update_account', '=', False),
('update_fiscal_position', '=', False),
('update_account_group', '=', False),
]}"
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>
<h3>
<p>
Here you can select the fields you want to check if
they have been updated in the templates.
</p>
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</h3>
<notebook>
<page
string="Taxes"
name="page_fields_taxes"
attrs="{'invisible': [('update_tax', '=', False)]}"
>
<group>
<field
name="update_tax_repartition_line_account"
attrs="{'invisible':[('update_tax', '=', False)]}"
/>
<field
name="update_tax_repartition_line_tags"
attrs="{'invisible':[('update_tax', '=', False)]}"
/>
</group>
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<field
name="tax_field_ids"
widget="many2many_checkboxes"
context="{'account_chart_update': True}"
/>
</page>
<page
string="Accounts"
name="page_fields_accounts"
attrs="{'invisible': [('update_account', '=', False)]}"
>
<field
name="account_field_ids"
widget="many2many_checkboxes"
context="{'account_chart_update': True}"
/>
</page>
<page
string="Account groups"
name="page_fields_account_groups"
attrs="{'invisible': [('update_account_group', '=', False)]}"
>
<field
name="account_group_field_ids"
widget="many2many_checkboxes"
context="{'account_chart_update': True}"
/>
</page>
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<page
string="Fiscal positions"
name="page_fields_fps"
attrs="{'invisible': [('update_fiscal_position', '=', False)]}"
>
<field
name="fp_field_ids"
widget="many2many_checkboxes"
context="{'account_chart_update': True}"
/>
</page>
</notebook>
</page>
<page
string="Matching"
attrs="{'invisible': [
('update_tax', '=', False),
('update_account', '=', False),
('update_fiscal_position', '=', False),
('update_account_group', '=', False),
]}"
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>
<h3>
<p>Here you can set the matching order.</p>
</h3>
<notebook>
<page
string="Taxes"
name="page_matching_taxes"
attrs="{'invisible': [('update_tax', '=', False)]}"
>
<field name="tax_matching_ids">
<tree
create="false"
edit="false"
default_order="sequence"
>
<field name="sequence" widget="handle" />
<field name="matching_value" />
</tree>
<form>
<field name="matching_value" readonly="1" />
</form>
</field>
</page>
<page
string="Accounts"
name="page_matching_accounts"
attrs="{'invisible': [('update_account', '=', False)]}"
>
<field name="account_matching_ids">
<tree
create="false"
edit="false"
default_order="sequence"
>
<field name="sequence" widget="handle" />
<field name="matching_value" />
</tree>
<form>
<field name="matching_value" readonly="1" />
</form>
</field>
</page>
<page
string="Account groups"
name="page_matching_account_groups"
attrs="{'invisible': [('update_account_group', '=', False)]}"
>
<field name="account_group_matching_ids">
<tree
create="false"
edit="false"
default_order="sequence"
>
<field name="sequence" widget="handle" />
<field name="matching_value" />
</tree>
<form>
<field name="matching_value" readonly="1" />
</form>
</field>
</page>
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<page
string="Fiscal positions"
name="page_matching_fps"
attrs="{'invisible': [('update_fiscal_position', '=', False)]}"
>
<field name="fp_matching_ids">
<tree
create="false"
edit="false"
default_order="sequence"
>
<field name="sequence" widget="handle" />
<field name="matching_value" />
</tree>
<form>
<field name="matching_value" readonly="1" />
</form>
</field>
</page>
</notebook>
</page>
</notebook>
<div attrs="{'invisible':[('state','!=','ready')]}">
<h3>Records to create/update</h3>
<notebook>
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<page
string="Taxes"
attrs="{'invisible': [('update_tax', '=', False)]}"
>
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<field name="tax_ids" nolabel="1">
<tree decoration-danger="type=='updated'">
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<field name="tax_id" />
<field name="update_tax_id" />
<field name="type_tax_use" />
<field name="notes" />
<field name="type" />
</tree>
<form>
<group col="2">
<group>
<field
name="recreate_xml_ids"
invisible="1"
/>
<field name="tax_id" />
<field
name="type"
attrs="{'readonly': [('recreate_xml_ids','=', False)]}"
/>
<field name="notes" />
</group>
<group>
<field name="update_chart_wizard_id" />
<field name="type_tax_use" />
<field name="update_tax_id" />
</group>
</group>
</form>
</field>
</page>
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<page
string="Accounts"
attrs="{'invisible': [('update_account', '=', False)]}"
>
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<field name="account_ids" nolabel="1">
<tree decoration-danger="type=='updated'">
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<field name="account_id" />
<field name="update_account_id" />
<field name="notes" />
<field name="type" />
</tree>
<form>
<group col="2">
<group>
<field
name="recreate_xml_ids"
invisible="1"
/>
<field name="account_id" />
<field
name="type"
attrs="{'readonly': [('recreate_xml_ids','=', False)]}"
/>
<field name="notes" />
</group>
<group>
<field name="update_chart_wizard_id" />
<field name="update_account_id" />
</group>
</group>
</form>
</field>
</page>
<page
string="Account groups"
attrs="{'invisible': [('update_account_group', '=', False)]}"
>
<field name="account_group_ids" nolabel="1">
<tree decoration-danger="type=='updated'">
<field name="account_group_id" />
<field name="update_account_group_id" />
<field name="notes" />
<field name="type" />
</tree>
<form>
<group col="2">
<group>
<field
name="recreate_xml_ids"
invisible="1"
/>
<field name="account_group_id" />
<field
name="type"
attrs="{'readonly': [('recreate_xml_ids','=', False)]}"
/>
<field name="notes" />
</group>
<group>
<field name="update_chart_wizard_id" />
<field name="update_account_group_id" />
</group>
</group>
</form>
</field>
</page>
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<page
string="Fiscal positions"
attrs="{'invisible': [('update_fiscal_position', '=', False)]}"
>
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<field name="fiscal_position_ids" nolabel="1">
<tree
name="fiscal_positions"
decoration-danger="type=='updated'"
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>
<field name="fiscal_position_id" />
<field name="update_fiscal_position_id" />
<field name="notes" />
<field name="type" />
</tree>
<form>
<group col="2">
<group>
<field
name="recreate_xml_ids"
invisible="1"
/>
<field name="fiscal_position_id" />
<field
name="type"
attrs="{'readonly': [('recreate_xml_ids','=', False)]}"
/>
<field name="notes" />
</group>
<group>
<field name="update_chart_wizard_id" />
<field name="update_fiscal_position_id" />
</group>
</group>
</form>
</field>
</page>
</notebook>
</div>
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<group
col="4"
colspan="4"
attrs="{'invisible':[('state','!=','done'),]}"
>
<separator colspan="4" string="Log" />
<field name="log" colspan="4" nolabel="1" />
<group colspan="4">
<separator colspan="4" string="Summary of created objects" />
<field name="new_taxes" />
<field name="new_accounts" />
<field name="new_account_groups" />
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<field name="new_fps" />
</group>
<group colspan="4">
<separator colspan="4" string="Summary of updated objects" />
<field name="updated_taxes" />
<field name="deleted_taxes" />
<field name="updated_accounts" />
<field name="updated_account_groups" />
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<field name="updated_fps" />
</group>
</group>
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<footer>
<button
name="action_find_records"
string="Next"
type="object"
class="btn-primary"
states="init"
/>
<button
name="action_init"
string="Previous"
type="object"
class="btn-secondary"
states="ready"
/>
<button
name="action_update_records"
string="Create/Update"
type="object"
class="btn-primary"
states="ready"
/>
<button special="cancel" string="Close" class="btn-secondary" />
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</footer>
</form>
</field>
</record>
<record id="action_wizard_update_chart" model="ir.actions.act_window">
<field name="name">Update chart of accounts</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">wizard.update.charts.accounts</field>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
</odoo>