2008-08-24 14:45:43 +00:00
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<?xml version="1.0" ?>
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2008-09-10 17:56:00 +00:00
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<openerp>
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2009-11-25 17:50:23 +00:00
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<data>
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2012-10-08 06:59:09 +00:00
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<menuitem name="Budgets" id="menu_action_account_budget_post_tree" parent="account.menu_finance_generic_reporting" sequence="6"/>
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2008-09-11 10:02:28 +00:00
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<!--
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Budgets
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-->
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2010-10-14 04:39:13 +00:00
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<record id="view_budget_post_search" model="ir.ui.view">
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<field name="name">account.budget.post.search</field>
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<field name="model">account.budget.post</field>
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<field name="arch" type="xml">
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<search string="Budgetary Position">
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2012-06-18 06:44:45 +00:00
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<field name="name" filter_domain="['|', ('name','ilike',self), ('code','ilike',self)]" string="Budgetary Position"/>
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2012-07-19 13:03:44 +00:00
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<field name="company_id" groups="base.group_multi_company"/>
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2010-10-14 04:39:13 +00:00
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</search>
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</field>
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</record>
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2008-11-17 10:54:06 +00:00
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2008-09-11 10:02:28 +00:00
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<record id="view_budget_post_tree" model="ir.ui.view">
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<field name="name">account.budget.post.tree</field>
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<field name="model">account.budget.post</field>
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<field name="arch" type="xml">
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2008-11-12 13:54:09 +00:00
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<tree string="Budgetary Position">
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2008-09-11 10:02:28 +00:00
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<field name="code"/>
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<field name="name"/>
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2010-09-27 09:19:07 +00:00
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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2008-09-11 10:02:28 +00:00
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</tree>
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</field>
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</record>
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<record id="open_budget_post_form" model="ir.actions.act_window">
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2008-11-12 13:54:09 +00:00
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<field name="name">Budgetary Positions</field>
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2008-09-11 10:02:28 +00:00
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<field name="res_model">account.budget.post</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="view_budget_post_tree"/>
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2010-10-14 04:39:13 +00:00
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<field name="search_view_id" ref="view_budget_post_search"/>
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2008-09-11 10:02:28 +00:00
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</record>
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2010-12-06 07:13:42 +00:00
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<menuitem id="next_id_31" name="Budgets" parent="account.menu_finance" sequence="6"/>
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2012-03-22 13:46:57 +00:00
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<menuitem id="next_id_pos" name="Budgets" parent="account.menu_finance_configuration" sequence="50"/>
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2010-09-01 07:06:58 +00:00
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<menuitem action="open_budget_post_form" id="menu_budget_post_form" parent="next_id_pos" sequence="20"/>
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2008-09-11 10:02:28 +00:00
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2009-11-25 17:50:23 +00:00
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<record model="ir.ui.view" id="view_budget_post_form">
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<field name="name">account.budget.post.form.inherit</field>
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<field name="model">account.budget.post</field>
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<field name="arch" type="xml">
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2012-06-09 13:50:41 +00:00
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<form string="Budgetary Position" version="7.0">
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2012-06-05 17:54:11 +00:00
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<group col="4">
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<field name="name"/>
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<field name="code"/>
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<field name="company_id" groups="base.group_multi_company" widget="selection"/>
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</group>
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<notebook>
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2009-11-25 17:50:23 +00:00
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<page string="Accounts">
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2012-06-05 17:54:11 +00:00
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<field name="account_ids"/>
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2009-11-25 17:50:23 +00:00
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</page>
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<page string="Budget Lines">
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2012-09-14 11:51:33 +00:00
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<field name="crossovered_budget_line" widget="one2many_list" mode="tree">
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2009-11-25 17:50:23 +00:00
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<tree string="Budget Lines" editable="top">
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<field name="crossovered_budget_id"/>
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2013-03-12 12:33:21 +00:00
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<field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
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2009-11-25 17:50:23 +00:00
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<field name="date_from"/>
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<field name="date_to"/>
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<field name="paid_date"/>
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2010-09-01 07:01:00 +00:00
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<field name="planned_amount" sum="Planned Amount"/>
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2012-06-09 13:50:41 +00:00
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<field name="practical_amount" sum="Practical Amount" />
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2010-12-30 10:30:28 +00:00
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<field name="theoritical_amount" sum="Theoretical Amount"/>
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2009-11-25 17:50:23 +00:00
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<field name="percentage"/>
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</tree>
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2012-06-09 13:50:41 +00:00
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<form string="Budget Lines" version="7.0">
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2012-06-05 17:54:11 +00:00
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<group col="4">
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<field name="crossovered_budget_id"/>
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2013-03-12 12:33:21 +00:00
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<field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
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2012-06-05 17:54:11 +00:00
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<field name="date_from"/>
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<field name="date_to"/>
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<field name="paid_date"/>
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<field name="planned_amount"/>
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2012-06-09 13:50:41 +00:00
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<field name="practical_amount"/>
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2012-06-05 17:54:11 +00:00
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<field name="theoritical_amount"/>
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<field name="percentage"/>
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</group>
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2009-11-25 17:50:23 +00:00
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</form>
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</field>
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</page>
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</notebook>
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</form>
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</field>
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</record>
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2008-11-12 13:54:09 +00:00
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2009-11-25 17:50:23 +00:00
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<record model="ir.ui.view" id="crossovered_budget_view_form">
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<field name="name">crossovered.budget.view.form</field>
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<field name="model">crossovered.budget</field>
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<field name="arch" type="xml">
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2012-08-06 13:23:01 +00:00
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<form string="Budget" version="7.0">
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2012-06-26 07:14:45 +00:00
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<header>
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2012-07-16 11:28:49 +00:00
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<button string="Confirm" name="confirm" states="draft" type="workflow" class="oe_highlight"/>
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<button string="Approve" name="validate" states="confirm" type="workflow" class="oe_highlight"/>
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<button string="Done" name="done" states="validate" type="workflow" class="oe_highlight"/>
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<button name="draft" states="cancel" string="Reset to Draft" type="workflow" />
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2013-02-25 13:38:04 +00:00
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<button string="Cancel Budget" name="cancel" states="confirm,validate" type="workflow"/>
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2012-07-16 11:28:49 +00:00
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<field name="state" widget="statusbar" statusbar_visible="draft,confirm"/>
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2012-06-26 07:14:45 +00:00
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</header>
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<sheet string="Budget">
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2012-07-18 12:27:19 +00:00
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<div class="oe_title">
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<label for="name" class="oe_edit_only"/>
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<h1>
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<field name="name" attrs="{'readonly':[('state','!=','draft')]}"/>
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</h1>
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</div>
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2012-07-16 13:29:10 +00:00
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<group>
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2012-06-26 07:14:45 +00:00
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<group>
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2013-09-04 14:11:22 +00:00
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<field name="creating_user_id" attrs="{'readonly':[('state','!=','draft')]}" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'account.group_account_user']}"/>
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2012-06-26 07:14:45 +00:00
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<field name="validating_user_id" readonly="True" attrs="{'readonly':[('state','!=','draft')]}"/>
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</group>
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<group>
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2012-07-18 10:19:23 +00:00
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<field name="code" attrs="{'readonly':[('state','!=','draft')]}"/>
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2012-06-26 07:14:45 +00:00
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<label for="date_from" string="Duration"/>
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<div>
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2012-07-18 10:19:23 +00:00
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<field name="date_from" class="oe_inline" attrs="{'readonly':[('state','!=','draft')]}"/> -
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2012-07-02 15:55:41 +00:00
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<field name="date_to" class="oe_inline" attrs="{'readonly':[('state','!=','draft')]}" nolabel="1"/>
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2012-06-26 07:14:45 +00:00
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</div>
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<field name="company_id" groups="base.group_multi_company" widget="selection"/>
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2012-07-16 11:28:49 +00:00
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</group>
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2012-06-26 07:14:45 +00:00
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</group>
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<notebook>
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<page string="Budget Lines">
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<field name="crossovered_budget_line" colspan="4" nolabel="1" attrs="{'readonly':[('state','!=','draft')]}">
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<tree string="Budget Lines">
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2012-06-09 13:50:41 +00:00
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<field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
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<field name="general_budget_id"/>
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2012-06-05 17:54:11 +00:00
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<field name="date_from"/>
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<field name="date_to"/>
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2012-06-09 13:50:41 +00:00
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<field name="paid_date"/>
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2012-06-26 07:14:45 +00:00
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<field name="planned_amount" sum="Planned Amount"/>
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<field name="practical_amount" sum="Practical Amount"/>
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<field name="theoritical_amount" sum="Theoretical Amount"/>
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<field name="percentage"/>
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</tree>
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<form string="Budget Lines" version="7.0">
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2012-07-16 11:28:49 +00:00
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<group>
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2012-06-26 07:14:45 +00:00
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<group>
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<field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
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<field name="general_budget_id"/>
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<field name="planned_amount"/>
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2012-07-18 12:27:19 +00:00
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</group>
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<group>
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2012-06-26 07:14:45 +00:00
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<label for="date_from" string="Duration"/>
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<div>
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2012-07-18 10:19:23 +00:00
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<field name="date_from" class="oe_inline"/> -
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2012-07-05 12:42:33 +00:00
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<field name="date_to" class="oe_inline"/>
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2012-06-26 07:14:45 +00:00
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</div>
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<field name="paid_date"/>
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2012-07-18 12:27:19 +00:00
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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2012-06-26 07:14:45 +00:00
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</group>
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</group>
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</form>
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</field>
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</page>
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</notebook>
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2012-05-04 12:42:21 +00:00
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</sheet>
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2009-11-25 17:50:23 +00:00
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</form>
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</field>
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</record>
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2008-08-24 14:45:43 +00:00
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2009-11-25 17:50:23 +00:00
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<record model="ir.ui.view" id="crossovered_budget_view_tree">
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<field name="name">crossovered.budget.view.tree</field>
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<field name="model">crossovered.budget</field>
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<field name="arch" type="xml">
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2011-09-11 13:50:25 +00:00
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<tree colors="blue:state == 'draft';gray:state in ('done','cancel');black:state in ('confirm','validate')" string="Budget">
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2010-09-01 07:22:57 +00:00
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<field name="name" colspan="1"/>
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<field name="code" colspan="1"/>
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2009-11-25 17:50:23 +00:00
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<field name="date_from"/>
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<field name="date_to"/>
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2010-09-27 09:19:07 +00:00
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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2010-09-01 07:22:57 +00:00
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<field name="creating_user_id"/>
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<field name="state"/>
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2009-11-25 17:50:23 +00:00
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</tree>
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</field>
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</record>
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2008-08-24 14:45:43 +00:00
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2010-05-27 13:18:57 +00:00
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<record id="view_crossovered_budget_search" model="ir.ui.view">
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<field name="name">crossovered.budget.search</field>
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<field name="model">crossovered.budget</field>
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<field name="arch" type="xml">
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<search string="Budget">
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2012-07-19 13:03:44 +00:00
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<field name="name" filter_domain="['|', ('name','ilike',self), ('code','ilike',self)]" string="Budget"/>
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<field name="date_from"/>
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<field name="date_to"/>
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<filter string="Draft" icon="terp-document-new" domain="[('state','=','draft')]" help="Draft Budgets"/>
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<filter string="To Approve" icon="terp-camera_test" domain="[('state','=','confirm')]" help="To Approve Budgets" />
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2012-07-31 15:03:58 +00:00
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<field name="state"/>
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2012-06-14 10:31:54 +00:00
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</search>
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</field>
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2010-05-27 13:18:57 +00:00
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</record>
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2009-11-25 17:50:23 +00:00
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<record model="ir.actions.act_window" id="act_crossovered_budget_view">
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2010-10-15 07:25:07 +00:00
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<field name="name">Budgets</field>
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2009-11-25 17:50:23 +00:00
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<field name="res_model">crossovered.budget</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="crossovered_budget_view_tree"/>
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2010-05-27 13:18:57 +00:00
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<field name="search_view_id" ref="view_crossovered_budget_search"/>
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2012-08-04 14:35:56 +00:00
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<field name="help" type="html">
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2013-03-22 09:16:25 +00:00
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<p class="oe_view_nocontent_create">
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2013-06-07 16:09:27 +00:00
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Click to create a new budget.
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</p><p>
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2012-08-04 13:21:36 +00:00
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A budget is a forecast of your company's income and/or expenses
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expected for a period in the future. A budget is defined on some
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financial accounts and/or analytic accounts (that may represent
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projects, departments, categories of products, etc.)
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</p><p>
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By keeping track of where your money goes, you may be less
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likely to overspend, and more likely to meet your financial
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goals. Forecast a budget by detailing the expected revenue per
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analytic account and monitor its evolution based on the actuals
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realised during that period.
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</p>
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</field>
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2009-11-25 17:50:23 +00:00
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</record>
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<menuitem parent="next_id_31"
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id="menu_act_crossovered_budget_view"
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2010-01-09 08:46:31 +00:00
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action="act_crossovered_budget_view" sequence="1" />
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2012-10-31 12:49:47 +00:00
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<record id="view_crossovered_budget_line_search" model="ir.ui.view">
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<field name="name">account.budget.line.search</field>
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<field name="model">crossovered.budget.lines</field>
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<field name="arch" type="xml">
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<search string="Budget Lines">
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<field name="analytic_account_id"/>
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</search>
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</field>
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</record>
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2009-11-25 17:50:23 +00:00
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<record model="ir.ui.view" id="view_crossovered_budget_line_tree">
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<field name="name">crossovered.budget.line.tree</field>
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<field name="model">crossovered.budget.lines</field>
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<field name="arch" type="xml">
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<tree string="Budget Lines">
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2010-10-04 11:13:44 +00:00
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<field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
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2011-11-09 15:50:12 +00:00
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<field name="crossovered_budget_id" invisible="1"/>
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2009-11-25 17:50:23 +00:00
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<field name="general_budget_id"/>
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<field name="date_from"/>
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<field name="date_to"/>
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<field name="paid_date"/>
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<field name="planned_amount"/>
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2011-11-09 15:50:12 +00:00
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<field name="practical_amount"/>
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2009-11-25 17:50:23 +00:00
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<field name="theoritical_amount"/>
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<field name="percentage"/>
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</tree>
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</field>
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</record>
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<record model="ir.ui.view" id="view_crossovered_budget_line_form">
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|
<field name="name">crossovered.budget.line.form</field>
|
|
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<field name="model">crossovered.budget.lines</field>
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|
|
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<field name="arch" type="xml">
|
2012-06-09 13:50:41 +00:00
|
|
|
<form string="Budget Lines" version="7.0">
|
2012-06-14 10:11:57 +00:00
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<sheet>
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<group col="4">
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<field name="crossovered_budget_id"/>
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<field name="analytic_account_id"/>
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<field name="general_budget_id"/>
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<field name="date_from"/>
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<field name="date_to"/>
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<field name="paid_date"/>
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|
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<field name="planned_amount"/>
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|
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<field name="practical_amount"/>
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|
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<field name="theoritical_amount"/>
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|
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<field name="percentage"/>
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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</group>
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</sheet>
|
2009-11-25 17:50:23 +00:00
|
|
|
</form>
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|
|
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</field>
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|
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</record>
|
2008-08-24 14:45:43 +00:00
|
|
|
|
2009-11-25 17:50:23 +00:00
|
|
|
<record model="ir.actions.act_window" id="act_crossovered_budget_lines_view">
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<field name="name">Budget Lines</field>
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|
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<field name="res_model">crossovered.budget.lines</field>
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|
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<field name="view_type">form</field>
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|
|
|
<field name="view_mode">tree,form</field>
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|
|
|
<field name="view_id" ref="view_crossovered_budget_line_tree"/>
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|
|
|
</record>
|
2008-08-24 14:45:43 +00:00
|
|
|
|
2009-11-25 17:50:23 +00:00
|
|
|
<menuitem parent="menu_action_account_budget_post_tree"
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|
|
|
id="menu_act_crossovered_budget_lines_view"
|
|
|
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action="act_crossovered_budget_lines_view" />
|
2008-08-24 14:45:43 +00:00
|
|
|
|
2009-11-25 17:50:23 +00:00
|
|
|
<!-- Shortcuts -->
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|
|
<act_window name="Budget Lines"
|
2011-01-27 09:49:39 +00:00
|
|
|
context="{'search_default_analytic_account_id': [active_id], 'default_analytic_account_id': active_id}"
|
2009-11-25 17:50:23 +00:00
|
|
|
res_model="crossovered.budget.lines"
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|
|
|
src_model="account.analytic.account"
|
|
|
|
id="act_account_analytic_account_cb_lines"/>
|
2008-08-24 14:45:43 +00:00
|
|
|
|
|
|
|
|
2010-09-28 12:52:21 +00:00
|
|
|
<record model="ir.ui.view" id="view_account_analytic_account_form_inherit_budget">
|
2012-10-16 05:55:34 +00:00
|
|
|
<field name="name">account.analytic.account.form.inherit.budget</field>
|
2009-11-25 17:50:23 +00:00
|
|
|
<field name="model">account.analytic.account</field>
|
2012-05-28 10:43:10 +00:00
|
|
|
<field name="inherit_id" ref="analytic.view_account_analytic_account_form"/>
|
2009-11-25 17:50:23 +00:00
|
|
|
<field name="arch" type="xml">
|
|
|
|
<notebook position="inside">
|
2012-09-12 11:18:39 +00:00
|
|
|
<page string="Budget Lines" groups="account.group_account_user">
|
2012-10-16 09:21:01 +00:00
|
|
|
<field name="crossovered_budget_line" widget="one2many_list" colspan="4" nolabel="1" mode="tree">
|
2009-11-25 17:50:23 +00:00
|
|
|
<tree string="Budget Lines" editable="top">
|
|
|
|
<field name="crossovered_budget_id"/>
|
|
|
|
<field name="general_budget_id"/>
|
|
|
|
<field name="date_from"/>
|
|
|
|
<field name="date_to"/>
|
|
|
|
<field name="paid_date"/>
|
|
|
|
<field name="planned_amount"/>
|
2010-12-28 14:57:27 +00:00
|
|
|
<field name="practical_amount" sum="Practical Amount"/>
|
|
|
|
<field name="theoritical_amount" sum="Theoritical Amount"/>
|
|
|
|
<field name="percentage"/>
|
2009-11-25 17:50:23 +00:00
|
|
|
</tree>
|
2012-06-11 16:10:14 +00:00
|
|
|
<form string="Budget Lines">
|
|
|
|
<field name="crossovered_budget_id"/>
|
|
|
|
<field name="general_budget_id"/>
|
|
|
|
<field name="date_from"/>
|
|
|
|
<field name="date_to"/>
|
|
|
|
<field name="paid_date"/>
|
|
|
|
<field name="planned_amount"/>
|
2009-11-25 17:50:23 +00:00
|
|
|
</form>
|
|
|
|
</field>
|
|
|
|
</page>
|
|
|
|
</notebook>
|
|
|
|
</field>
|
|
|
|
</record>
|
2008-08-24 14:45:43 +00:00
|
|
|
|
2009-11-25 17:50:23 +00:00
|
|
|
</data>
|
2008-09-10 17:56:00 +00:00
|
|
|
</openerp>
|
2008-08-24 14:45:43 +00:00
|
|
|
|
|
|
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