2018-01-16 11:34:37 +01:00
|
|
|
<flectra>
|
2018-01-16 06:58:15 +01:00
|
|
|
<record id="account_journal_dashboard_kanban_view" model="ir.ui.view">
|
|
|
|
|
<field name="name">account.journal.dashboard.kanban</field>
|
|
|
|
|
<field name="model">account.journal</field>
|
|
|
|
|
<field name="arch" type="xml">
|
|
|
|
|
<kanban create="false" class="oe_background_grey o_kanban_dashboard o_account_kanban">
|
|
|
|
|
<field name="id"/>
|
|
|
|
|
<field name="name"/>
|
|
|
|
|
<field name="type"/>
|
|
|
|
|
<field name="color"/>
|
|
|
|
|
<field name="show_on_dashboard"/>
|
|
|
|
|
<field name="kanban_dashboard"/>
|
|
|
|
|
<templates>
|
|
|
|
|
<t t-name="kanban-box">
|
|
|
|
|
<div t-attf-class="#{kanban_color(record.color.raw_value)}">
|
|
|
|
|
<t t-value="JSON.parse(record.kanban_dashboard.raw_value)" t-set="dashboard"/>
|
|
|
|
|
<t t-value="record.type.raw_value" t-set="journal_type"/>
|
|
|
|
|
<t t-call="JournalTop"/>
|
|
|
|
|
<div class="container o_kanban_card_content">
|
|
|
|
|
<div class="row">
|
|
|
|
|
<t t-if="(journal_type == 'bank' || journal_type == 'cash')" t-call="JournalBodyBankCash"/>
|
|
|
|
|
<t t-if="journal_type == 'sale' || journal_type == 'purchase'" t-call="JournalBodySalePurchase"/>
|
|
|
|
|
<t t-if="journal_type == 'general' || journal_type == 'situation'">
|
|
|
|
|
<div class="col-xs-6 o_kanban_primary_left">
|
|
|
|
|
<button type="object" name="open_action" context="{'action_name': 'action_move_journal_line', 'view_no_maturity': 1}" class="btn btn-primary btn-sm">
|
|
|
|
|
<span>Journal Entries</span>
|
|
|
|
|
</button>
|
|
|
|
|
</div>
|
|
|
|
|
</t>
|
|
|
|
|
</div>
|
|
|
|
|
<t t-if="journal_type == 'bank' || journal_type == 'cash' || journal_type == 'sale' || journal_type == 'purchase'" t-call="JournalBodyGraph"/>
|
|
|
|
|
</div><div class="container o_kanban_card_manage_pane">
|
|
|
|
|
<t t-call="JournalManage"/>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</t>
|
|
|
|
|
|
|
|
|
|
<t t-name="JournalTop">
|
|
|
|
|
<div t-attf-class="o_kanban_card_header">
|
|
|
|
|
<div class="o_kanban_card_header_title">
|
|
|
|
|
<div class="o_primary">
|
|
|
|
|
<a type="object" name="open_action"><field name="name"/></a>
|
|
|
|
|
</div>
|
|
|
|
|
<div class="o_secondary" t-att-title="dashboard.title">
|
|
|
|
|
<field name="type"/>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
<div class="o_kanban_manage_button_section">
|
|
|
|
|
<a class="o_kanban_manage_toggle_button" href="#"><i class="fa fa-ellipsis-v" /></a>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</t>
|
|
|
|
|
|
|
|
|
|
<t t-name="JournalManage">
|
|
|
|
|
|
|
|
|
|
<!-- For bank and cash -->
|
|
|
|
|
<div t-if="journal_type == 'bank' || journal_type == 'cash'" class="row">
|
|
|
|
|
<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_view">
|
|
|
|
|
<div class="o_kanban_card_manage_title">
|
|
|
|
|
<span>View</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_action">
|
|
|
|
|
<t t-if="journal_type == 'bank'">Bank Statements</t>
|
|
|
|
|
<t t-if="journal_type == 'cash'">Cash Statements</t>
|
|
|
|
|
</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_action_with_context" context="{'action_name': 'action_bank_statement_line', 'search_default_journal': True}">Search Operations</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}" groups="base.group_no_one">Journal Items</a>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_new">
|
|
|
|
|
<div class="o_kanban_card_manage_title">
|
|
|
|
|
<span>New</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div name="bank_cash_commands">
|
|
|
|
|
<t t-if="journal_type == 'bank'">
|
|
|
|
|
<a type="object" name="create_bank_statement">Transaction</a>
|
|
|
|
|
</t>
|
|
|
|
|
<t t-if="journal_type == 'cash'">
|
|
|
|
|
<a type="object" name="create_cash_statement">Transaction</a>
|
|
|
|
|
</t>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_spend_money">Send Money</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_collect_money">Receive Money</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_transfer_money">Internal Transfer</a>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_reconciliation">
|
|
|
|
|
<div class="o_kanban_card_manage_title">
|
|
|
|
|
<span>Reconciliation</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a t-if="dashboard.number_to_reconcile > 0" type="object" name="action_open_reconcile">Reconcile</a>
|
|
|
|
|
<span t-if="dashboard.number_to_reconcile == 0" class="text-muted">Nothing to Reconcile</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<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>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<!-- For purchase and sale -->
|
|
|
|
|
<div t-if="journal_type == 'purchase' || journal_type == 'sale'" class="row">
|
|
|
|
|
<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_view">
|
|
|
|
|
<div class="o_kanban_card_manage_title">
|
|
|
|
|
<span>View</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
2018-04-05 10:25:40 +02:00
|
|
|
<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'use_domain': [('type', '=', 'out_invoice')]}">Invoices</a>
|
|
|
|
|
<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'use_domain': [('type', '=', 'in_invoice')]}">Bills</a>
|
2018-01-16 06:58:15 +01:00
|
|
|
</div>
|
|
|
|
|
<div>
|
2018-04-05 10:25:40 +02:00
|
|
|
<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'use_domain': [('type', '=', 'out_refund')], 'invoice_type': 'refund'}">Credit Notes</a>
|
|
|
|
|
<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'use_domain': [('type', '=', 'in_refund')], 'invoice_type': 'refund'}">Credit Notes</a>
|
2018-01-16 06:58:15 +01:00
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="action_open_reconcile">Payments Matching</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}" groups="base.group_no_one">Journal Items</a>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_new">
|
|
|
|
|
<div class="o_kanban_card_manage_title">
|
|
|
|
|
<span>New</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="action_create_new">
|
|
|
|
|
<span t-if="journal_type == 'sale'">Invoice</span>
|
|
|
|
|
<span t-if="journal_type == 'purchase'">Bill</span>
|
|
|
|
|
</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="action_create_new" context="{'refund':True}">
|
|
|
|
|
<span t-if="journal_type == 'sale'">Credit Note</span>
|
|
|
|
|
<span t-if="journal_type == 'purchase'">Credit Note Bill</span>
|
|
|
|
|
</a>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_reports">
|
|
|
|
|
<div class="o_kanban_card_manage_title">
|
|
|
|
|
<span>Reporting</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a t-if="journal_type == 'sale'" type="action" name="%(action_account_invoice_report_all)d" groups="account.group_account_manager">Invoices Analysis</a>
|
|
|
|
|
<a t-if="journal_type == 'purchase'" type="action" name="%(action_account_invoice_report_all_supp)d" groups="account.group_account_manager">Bills Analysis</a>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<!-- For general and situation -->
|
|
|
|
|
<div t-if="journal_type == 'general' || journal_type == 'situation'" class="row">
|
|
|
|
|
<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_view">
|
|
|
|
|
<div class="o_kanban_card_manage_title">
|
|
|
|
|
<span>View</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_action" context="{'action_name': 'action_move_journal_line', 'view_no_maturity': 1}">Journal Entries</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_action" context="{'action_name': 'action_move_journal_line', 'search_default_toreview': 1, 'view_no_maturity': 1}">Entries to Review</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}" groups="base.group_no_one">Journal Items</a>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_new">
|
|
|
|
|
<div class="o_kanban_card_manage_title">
|
|
|
|
|
<span>New</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="action_create_new">Journal Entry</a>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<div class="col-xs-4 o_kanban_card_manage_section o_kanban_manage_operations">
|
|
|
|
|
<div class="o_kanban_card_manage_title">
|
|
|
|
|
<span>Operations</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<a type="object" name="open_action_with_context" context="{'action_name': 'action_validate_account_move', 'search_default_journal': True}">Post All Entries</a>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<div t-if="widget.editable" class="o_kanban_card_manage_settings row">
|
|
|
|
|
<div class="col-xs-8">
|
|
|
|
|
<ul class="oe_kanban_colorpicker" data-field="color"/>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<div groups="account.group_account_manager" class="row o_kanban_card_settings">
|
|
|
|
|
<div class="col-xs-6">
|
|
|
|
|
<field name="show_on_dashboard" widget="boolean_favorite" />
|
|
|
|
|
</div>
|
|
|
|
|
<div class="col-xs-6 text-right">
|
|
|
|
|
<a t-if="widget.editable" type="edit">Settings</a>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</t>
|
|
|
|
|
|
|
|
|
|
<t t-name="JournalBodyBankCash">
|
|
|
|
|
<!-- On the left, display :
|
|
|
|
|
- A button corresponding to the bank_statements_source, if it wasn't configured, a button for each of them
|
|
|
|
|
- If there are statements to reconcile, a link to reconcile them -->
|
|
|
|
|
<div class="col-xs-6 o_kanban_primary_left">
|
|
|
|
|
<t t-if="dashboard.number_to_reconcile > 0">
|
|
|
|
|
<button type="object" name="action_open_reconcile" class="btn btn-primary btn-sm"> Reconcile <t t-esc="dashboard.number_to_reconcile"/> Items</button>
|
|
|
|
|
</t>
|
|
|
|
|
<t t-if="journal_type == 'bank'">
|
|
|
|
|
<div name="bank_journal_default_cta" t-if="dashboard.bank_statements_source == 'undefined'">
|
|
|
|
|
<button t-if="dashboard.number_to_reconcile == 0" type="object" name="create_bank_statement" class="btn btn-primary btn-sm">New Statement</button>
|
|
|
|
|
<a t-if="dashboard.number_to_reconcile > 0" type="object" name="create_bank_statement" class="oe_inline">New Statement</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div name="bank_journal_cta" t-if="dashboard.bank_statements_source != 'undefined'">
|
|
|
|
|
<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>
|
|
|
|
|
<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>
|
|
|
|
|
</div>
|
|
|
|
|
</t>
|
|
|
|
|
<t t-if="dashboard.number_to_reconcile > 0">
|
|
|
|
|
<a t-if="journal_type == 'cash'" type="object" name="create_cash_statement" class="oe_inline">New Transactions</a>
|
|
|
|
|
</t>
|
|
|
|
|
<t t-if="dashboard.number_to_reconcile == 0">
|
|
|
|
|
<button t-if="journal_type == 'cash'" type="object" name="create_cash_statement" class="btn btn-primary btn-sm">New Transactions</button>
|
|
|
|
|
</t>
|
|
|
|
|
</div>
|
|
|
|
|
<!-- On the right, show other common informations/actions -->
|
|
|
|
|
<div class="col-xs-6 o_kanban_primary_right">
|
|
|
|
|
<div class="row">
|
|
|
|
|
<div class="col-xs-6">
|
2018-01-16 11:34:37 +01:00
|
|
|
<span title="Balance in Flectra">Balance in GL</span>
|
2018-01-16 06:58:15 +01:00
|
|
|
</div>
|
|
|
|
|
<div class="col-xs-6 text-right">
|
|
|
|
|
<span><t t-esc="dashboard.account_balance"/></span>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
2018-07-06 10:35:19 +02:00
|
|
|
<t t-if="dashboard.last_balance != dashboard.account_balance">
|
|
|
|
|
<div class="row" name="latest_statement">
|
|
|
|
|
<div class="col-xs-6">
|
|
|
|
|
<span title="Latest Statement">Latest Statement</span>
|
|
|
|
|
</div>
|
|
|
|
|
<div class="col-xs-6 text-right">
|
|
|
|
|
<span><t t-esc="dashboard.last_balance"/></span>
|
|
|
|
|
</div>
|
2018-01-16 06:58:15 +01:00
|
|
|
</div>
|
2018-07-06 10:35:19 +02:00
|
|
|
</t>
|
2018-01-16 06:58:15 +01:00
|
|
|
</div>
|
|
|
|
|
</t>
|
|
|
|
|
<t t-name="JournalBodySalePurchase" id="account.JournalBodySalePurchase">
|
|
|
|
|
<div class="col-xs-6 o_kanban_primary_left">
|
|
|
|
|
<t t-if="journal_type == 'sale'">
|
|
|
|
|
<button type="object" name="action_create_new" class="btn btn-primary btn-sm o_invoice_new">
|
|
|
|
|
<span>New Invoice</span>
|
|
|
|
|
</button>
|
|
|
|
|
</t>
|
|
|
|
|
<t t-if="journal_type == 'purchase'">
|
|
|
|
|
<button type="object" name="action_create_new" class="btn btn-primary btn-sm">
|
|
|
|
|
<span>New Bill</span>
|
|
|
|
|
</button>
|
|
|
|
|
</t>
|
|
|
|
|
</div>
|
|
|
|
|
<div class="col-xs-6 o_kanban_primary_right">
|
|
|
|
|
<div class="row">
|
|
|
|
|
<div class="col-xs-6">
|
|
|
|
|
<a type="object" name="open_action" context="{'search_default_draft': '1'}">
|
|
|
|
|
<span t-if="journal_type == 'sale'" title="Invoices to validate"><t t-esc="dashboard.number_draft"/> Invoices to validate</span>
|
|
|
|
|
<span t-if="journal_type == 'purchase'" title="Draft bills"><t t-esc="dashboard.number_draft"/> Draft bills</span>
|
|
|
|
|
</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div class="col-xs-6 text-right">
|
|
|
|
|
<span><t t-esc="dashboard.sum_draft"/></span>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
<div class="row">
|
|
|
|
|
<div class="col-xs-6">
|
|
|
|
|
<a type="object" t-if="journal_type == 'sale'" name="open_action"
|
|
|
|
|
context="{'search_default_unpaid':1}" id="account_dashboard_sale_pay_link">
|
|
|
|
|
<t t-esc="dashboard.number_waiting"/> Awaiting payments
|
|
|
|
|
</a>
|
|
|
|
|
|
|
|
|
|
<a type="object" t-if="journal_type == 'purchase'" name="open_action"
|
|
|
|
|
context="{'search_default_unpaid':1}" id="account_dashboard_purchase_pay_link">
|
|
|
|
|
<t t-esc="dashboard.number_waiting"/> Payments to do
|
|
|
|
|
</a>
|
|
|
|
|
</div>
|
|
|
|
|
<div class="col-xs-6 text-right">
|
|
|
|
|
<span><t t-esc="dashboard.sum_waiting"/></span>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</t>
|
|
|
|
|
<t t-name="JournalBodyGraph">
|
|
|
|
|
<field name="kanban_dashboard_graph" t-att-graph_type="_.contains(['cash','bank'],journal_type) ? 'line' : 'bar'" widget="dashboard_graph"/>
|
|
|
|
|
</t>
|
|
|
|
|
</templates>
|
|
|
|
|
</kanban>
|
|
|
|
|
</field>
|
|
|
|
|
</record>
|
|
|
|
|
|
|
|
|
|
<record id="open_account_journal_dashboard_kanban" model="ir.actions.act_window">
|
|
|
|
|
<field name="name">Accounting Dashboard</field>
|
|
|
|
|
<field name="res_model">account.journal</field>
|
|
|
|
|
<field name="view_type">form</field>
|
|
|
|
|
<field name="view_mode">kanban,form</field>
|
|
|
|
|
<field name="view_id" ref="account_journal_dashboard_kanban_view"/>
|
|
|
|
|
<field name="usage">menu</field>
|
|
|
|
|
<field name="context">{'search_default_dashboard':1}</field>
|
|
|
|
|
<field name="domain">[('belongs_to_company', '=', True)]</field>
|
|
|
|
|
<field name="help" type="html">
|
|
|
|
|
<p>
|
|
|
|
|
This is the accounting dashboard. If you have not yet
|
|
|
|
|
installed a chart of account, please install one first.
|
|
|
|
|
<a type="action" name="%(open_account_charts_modules)d">Browse available countries.</a>
|
|
|
|
|
</p>
|
|
|
|
|
</field>
|
|
|
|
|
</record>
|
|
|
|
|
|
|
|
|
|
<menuitem id="menu_board_journal_1" name="Dashboard" action="open_account_journal_dashboard_kanban" parent="menu_finance" sequence="1" groups="account.group_account_user"/>
|
2018-01-16 11:34:37 +01:00
|
|
|
</flectra>
|
