386 lines
26 KiB
XML
386 lines
26 KiB
XML
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<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="o_kanban_dashboard o_account_kanban" banner_route="/onboarding/account_dashboard" js_class="account_dashboard_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="color"/>
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<field name="show_on_dashboard"/>
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<field name="kanban_dashboard"/>
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<field name="activity_ids"/>
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<field name="activity_state"/>
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<field name="alias_domain_id"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="d-flex flex-column flex-fill">
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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 t-att-class="'container o_kanban_card_content' + (dashboard.is_sample_data ? ' o_sample_data' : '')">
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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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<t t-if="journal_type == 'general'" t-call="JournalMiscelaneous"/>
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<div class="col-12 col-sm-5 mb-3 mb-sm-0 o_kanban_primary_left"/>
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<div class="col-12 col-sm-7 o_kanban_primary_right">
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<t t-call="HasSequenceHoles"/>
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</div>
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</div>
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<div class="row mt-auto">
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<t t-if="['bank', 'cash', 'sale', 'purchase'].includes(journal_type)" t-call="JournalBodyGraph"/>
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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="JournalTop">
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<div t-attf-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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<t t-if="dashboard.show_company">
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<span groups="base.group_multi_company" class="small">- <field name="company_id"/></span>
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</t>
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</div>
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<div class="o_secondary" t-att-title="dashboard.title" t-if="journal_type == 'purchase' && record.alias_domain_id.raw_value">
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<field name="alias_id"/>
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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="HasSequenceHoles">
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<a t-if="dashboard.has_sequence_holes"
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name="show_sequence_holes"
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type="object"
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class="text-warning"
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title="Gaps due to canceled invoices, deleted entries or manual errors in open period.">
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Gaps in the sequence
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</a>
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</t>
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<t t-name="kanban-menu">
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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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<div class="container">
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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-4 o_kanban_card_manage_section o_kanban_manage_view">
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<h5 id="card_action_view_menus" class="o_kanban_card_manage_title">
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<span role="separator">View</span>
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</h5>
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<div id="action_card_statements">
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<a t-if="journal_type == 'bank'" role="menuitem" type="object" name="open_action_with_context" context="{'action_name': 'action_bank_statement_tree', 'search_default_journal': True}">Statements</a>
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<a t-if="journal_type == 'cash'" role="menuitem" type="object" name="open_action_with_context" context="{'action_name': 'action_view_bank_statement_tree', 'search_default_journal': True}">Cash Registers</a>
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</div>
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<div>
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<a role="menuitem" type="object" name="open_payments_action">Payments</a>
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</div>
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</div>
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<div class="col-4 o_kanban_card_manage_section o_kanban_manage_new" groups="account.group_account_user">
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<h5 class="o_kanban_card_manage_title">
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<span role="separator">New</span>
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</h5>
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<div t-if="journal_type == 'bank'" name="bank_new_actions">
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<a role="menuitem" type="object" name="action_new_transaction" groups="account.group_account_invoice">New Transaction</a>
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</div>
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<div name="bank_customer_payment">
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<a role="menuitem" type="object" name="create_customer_payment">Customer Payment</a>
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</div>
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<div>
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<a role="menuitem" type="object" name="create_supplier_payment">Vendor Payment</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-4 o_kanban_card_manage_section o_kanban_manage_view">
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<h5 class="o_kanban_card_manage_title">
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<span>View</span>
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</h5>
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<div>
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<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'action_name': 'action_move_out_invoice_type'}">Invoices</a>
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<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'action_name': 'action_move_in_invoice_type'}">Bills</a>
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</div>
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<div id="sale_purchase_refund">
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<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'action_name': 'action_move_out_refund_type'}">Credit Notes</a>
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<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'action_name': 'action_move_in_refund_type'}">Refund</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-4 o_kanban_card_manage_section o_kanban_manage_new" groups="account.group_account_invoice">
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<h5 class="o_kanban_card_manage_title">
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<span>New</span>
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</h5>
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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'">Credit Note</span>
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<span t-if="journal_type == 'purchase'">Refund</span>
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</a>
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</div>
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<div t-if="journal_type == 'sale'">
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<widget name="account_file_uploader" title="Upload Invoices" btnClass="file_upload_kanban_action_a"/>
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</div>
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</div>
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<div class="col-4 o_kanban_card_manage_section o_kanban_manage_reports">
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<h5 class="o_kanban_card_manage_title">
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<span>Reporting</span>
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</h5>
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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_readonly">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_readonly">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-4 o_kanban_card_manage_section o_kanban_manage_view">
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<h5 class="o_kanban_card_manage_title">
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<span>View</span>
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</h5>
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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_unposted': 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-4 o_kanban_card_manage_section o_kanban_manage_new" groups="account.group_account_user">
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<h5 class="o_kanban_card_manage_title">
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<span>New</span>
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</h5>
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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-4 o_kanban_card_manage_section o_kanban_manage_operations">
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<h5 class="o_kanban_card_manage_title">
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<span>Operations</span>
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</h5>
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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}" groups="account.group_account_user">Post All Entries</a>
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</div>
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</div>
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</div>
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<div t-if="widget.editable" class="o_kanban_card_manage_settings row">
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<div class="col-8">
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<ul class="oe_kanban_colorpicker" data-field="color"/>
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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_manage_settings">
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<field name="show_on_dashboard" widget="boolean_favorite" class="col-6"/>
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<div class="col-6 text-end">
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<a class="dropdown-item" t-if="widget.editable" type="edit">Configuration</a>
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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="JournalMiscelaneous">
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<div class="col-12 col-sm-4 mb-3 mb-sm-0 o_kanban_primary_left">
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<button id="new_misc_entry_button" type="object" name="action_create_new" class="btn btn-primary" groups="account.group_account_invoice">
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<span>New Entry</span>
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</button>
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</div>
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<div class="col-12 col-sm-8 o_kanban_primary_right">
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<field name="json_activity_data" widget="kanban_vat_activity"/>
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<t t-if="dashboard.number_to_check > 0">
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<div class="row">
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<div class="col overflow-hidden text-start">
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<a type="object" name="open_action" context="{'action_name': 'action_move_journal_line', 'search_default_to_check': True}"><t t-out="dashboard.number_to_check"/> to check</a>
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</div>
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<div class="col-auto text-end">
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<span class="o_kanban_monetary"><t t-out="dashboard.to_check_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="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 id="dashboard_bank_cash_left" class="col-12 col-sm-5 mb-3 mb-sm-0 o_kanban_primary_left">
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<t t-if="journal_type == 'bank'">
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<t t-if="['undefined', 'online_sync'].includes(dashboard.bank_statements_source)">
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<button name="action_configure_bank_journal" type="object" class="btn btn-primary" groups="account.group_account_invoice">Connect</button>
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</t>
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<div id="transactions" class="d-flex mt-3 mt-sm-0" style="gap: 5px;">
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<div name="bank_journal_cta" class="w-100">
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<div t-if="['undefined', 'file_import'].includes(dashboard.bank_statements_source)"
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name="bank_journal_transactions" class="w-100 d-flex" style="gap: 5px;">
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<a id="create_transaction" name="action_new_transaction" type="object" groups="account.group_account_invoice">New Transaction</a>
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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-if="journal_type == 'cash'">
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<button t-if="dashboard.number_to_reconcile == 0" type="object" name="action_new_transaction" class="btn btn-primary" groups="account.group_account_invoice">New Transaction</button>
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<a t-if="dashboard.number_to_reconcile > 0" type="object" name="action_new_transaction" class="oe_inline" groups="account.group_account_invoice">New Transaction</a>
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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 id="dashboard_bank_cash_right" class="col-12 col-sm-7 o_kanban_primary_right">
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<div class="row" t-if="dashboard.nb_lines_bank_account_balance > 0">
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<div id="dashboard_bank_cash_balance" class="col overflow-hidden text-start">
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<span>Balance</span>
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</div>
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<div class="col-auto text-end">
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<span class="o_kanban_monetary"><t t-out="dashboard.account_balance"/></span>
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</div>
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</div>
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<t t-if="dashboard.has_at_least_one_statement and dashboard.account_balance != dashboard.last_balance">
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<div class="row" name="latest_statement">
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<div class="col overflow-hidden text-start">
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<span title="Latest Statement">Last Statement</span>
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</div>
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<div class="col-auto text-end">
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<span class="o_kanban_monetary"><t t-out="dashboard.last_balance"/></span>
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</div>
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</div>
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</t>
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<div class="row" t-if="dashboard.nb_lines_outstanding_pay_account_balance > 0">
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<div id="dashboard_bank_cash_outstanding_balance" class="col overflow-hidden text-start">
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<span title="Outstanding Payments/Receipts">Payments</span>
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</div>
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<div class="col-auto text-end">
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<span><t t-out="dashboard.outstanding_pay_account_balance"/></span>
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</div>
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</div>
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<div class="row" t-if="dashboard.nb_misc_operations > 0">
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<div id="dashboard_bank_cash_misc_total" class="col text-start">
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<a type="object" name="open_bank_difference_action">Misc. Operations</a>
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</div>
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<div class="col-auto text-end">
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<span><t t-out="dashboard.misc_operations_balance"/></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="JournalBodySalePurchase" id="account.JournalBodySalePurchase">
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<div class="col-12 col-sm-5 mb-3 mb-sm-0 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 o_invoice_new" groups="account.group_account_invoice">
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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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<t t-if="dashboard.entries_count > 0">
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<widget name="account_file_uploader" btnClass="btn btn-primary oe_kanban_action_button"/>
|
||
|
|
</t>
|
||
|
|
<t t-else="">
|
||
|
|
<button type="object" name="action_create_vendor_bill" class="btn btn-primary d-block" journal_type="purchase" groups="account.group_account_invoice">
|
||
|
|
<span>Upload</span>
|
||
|
|
</button>
|
||
|
|
</t>
|
||
|
|
<a type="object" name="action_create_new" class="o_invoice_new" groups="account.group_account_invoice">Create Manually</a>
|
||
|
|
</t>
|
||
|
|
</div>
|
||
|
|
<div class="col-12 col-sm-7 o_kanban_primary_right">
|
||
|
|
<div class="row" t-if="dashboard.number_draft">
|
||
|
|
<div class="col overflow-hidden text-start">
|
||
|
|
<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'search_default_draft': '1'}">
|
||
|
|
<span title="Invoices to Validate"><t t-out="dashboard.number_draft"/> Invoices to Validate</span>
|
||
|
|
</a>
|
||
|
|
<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'search_default_draft': '1'}">
|
||
|
|
<span title="Bills to Validate" id="account_dashboard_purchase_draft"><t t-out="dashboard.number_draft"/> Bills to Validate</span>
|
||
|
|
</a>
|
||
|
|
</div>
|
||
|
|
<div class="col-auto text-end">
|
||
|
|
<span class="o_kanban_monetary"><t t-out="dashboard.sum_draft"/></span>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
<div class="row" t-if="dashboard.number_waiting">
|
||
|
|
<div class="col overflow-hidden text-start">
|
||
|
|
<a type="object" t-if="journal_type == 'sale'" name="open_action"
|
||
|
|
context="{'search_default_open':1, 'search_default_posted':1, 'search_default_partial': 1}" id="account_dashboard_sale_pay_link">
|
||
|
|
<t t-out="dashboard.number_waiting"/> Unpaid Invoices
|
||
|
|
</a>
|
||
|
|
<a type="object" name="open_action" t-if="journal_type == 'purchase'"
|
||
|
|
context="{'action_name': 'action_open_payment_items', 'search_default_purchases': '1'}">
|
||
|
|
<t t-out="dashboard.number_waiting"/> Bills to Pay
|
||
|
|
</a>
|
||
|
|
</div>
|
||
|
|
<div class="col-auto text-end">
|
||
|
|
<span class="o_kanban_monetary"><t t-out="dashboard.sum_waiting"/></span>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
<div class="row" t-if="dashboard.number_late">
|
||
|
|
<div class="col overflow-hidden text-start">
|
||
|
|
<a type="object" name="open_action" t-if="journal_type == 'sale'" context="{'search_default_late': '1'}">
|
||
|
|
<span><t t-out="dashboard.number_late"/> Late Invoices</span>
|
||
|
|
</a>
|
||
|
|
<a type="object" t-if="journal_type == 'purchase'" name="open_action"
|
||
|
|
context="{'action_name': 'action_open_payment_items', 'search_default_purchases': '1', 'search_default_late': '1'}">
|
||
|
|
<span><t t-out="dashboard.number_late"/> Late Bills</span>
|
||
|
|
</a>
|
||
|
|
</div>
|
||
|
|
<div class="col-auto text-end">
|
||
|
|
<span class="o_kanban_monetary"><t t-out="dashboard.sum_late"/></span>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
<t t-if="dashboard.number_to_check > 0">
|
||
|
|
<div class="row">
|
||
|
|
<div class="col overflow-hidden text-start">
|
||
|
|
<a type="object" name="open_action" context="{'search_default_to_check': True}"><t t-out="dashboard.number_to_check"/> to check</a>
|
||
|
|
</div>
|
||
|
|
<div class="col-auto text-end">
|
||
|
|
<span class="o_kanban_monetary"><t t-out="dashboard.to_check_balance"/></span>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</t>
|
||
|
|
</div>
|
||
|
|
</t>
|
||
|
|
<t t-name="JournalBodyGraph">
|
||
|
|
<field name="kanban_dashboard_graph" t-att-graph_type="['cash','bank'].includes(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_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">[]</field>
|
||
|
|
<field name="help" type="html">
|
||
|
|
<p class="o_view_nocontent_neutral_face">
|
||
|
|
This is the accounting dashboard
|
||
|
|
</p><p>
|
||
|
|
If you have not installed a chart of account, please install one first.<br/>
|
||
|
|
<a class="btn-link" type="action" name="%(open_account_charts_modules)d" tabindex="-1">Browse available countries.</a>
|
||
|
|
</p>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
</odoo>
|