341 lines
22 KiB
XML
341 lines
22 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<record model="ir.actions.act_window" id="action_sales_order">
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<field name="name">Sales Orders</field>
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<field name="res_model">sale.order</field>
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<field name="src_model">account.analytic.account</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to create a quotation that can be converted into a sales
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order.
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</p><p>
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Use sale orders to track everything that should be invoiced
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at a fix price on a contract.
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</p>
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</field>
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</record>
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<!-- Inherited Analytic Account form for contracts -->
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<record id="account_analytic_account_form_form" model="ir.ui.view">
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<field name="name">account.analytic.account.invoice.form.inherit</field>
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<field name="model">account.analytic.account</field>
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<field name="inherit_id" ref="analytic.view_account_analytic_account_form"/>
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<field eval="40" name="priority"/>
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<field name="arch" type="xml">
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<xpath expr='//div[@name="duration"]' position="after" version="7.0">
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<label for="quantity_max"/>
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<div>
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<field name="quantity_max"/>
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<div attrs="{'invisible': [('hours_quantity','=',0)]}" class="oe_grey">
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<field name="hours_quantity" class="oe_inline"/> Units Consumed
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</div>
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<div attrs="{'invisible': [('quantity_max','=',0)]}" class="oe_grey">
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<field name="remaining_hours" class="oe_inline"/> Units Remaining
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</div>
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</div>
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</xpath>
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<field name="partner_id" position="attributes">
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<attribute name="attrs">{'required': [('type','=','contract'),'|','|',('fix_price_invoices','=',True), ('invoice_on_timesheets', '=', True), ('recurring_invoices', '=', True)]}</attribute>
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</field>
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<xpath expr='//group[@name="invoice_on_timesheets"]' position="replace">
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</xpath>
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<xpath expr='//separator[@name="description"]' position='before'>
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<separator name="toinvoice" string="Invoicing"/>
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<table class="oe_form_analytic_account">
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<tr>
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<th class="oe_timesheet_grey" width="160px"></th>
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<th class="oe_timesheet_grey" width="25px"></th>
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<th class="oe_timesheet_grey" width="100px"><label string="Expected"/></th>
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<th class="oe_timesheet_grey" width="100px"><label string="Invoiced"/></th>
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<th class="oe_timesheet_grey" width="100px"><label string="Remaining"/></th>
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<th class="oe_timesheet_grey" width="100px"><label string="To Invoice"/></th>
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<th width="30px"></th>
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<th></th>
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</tr><tr>
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<td class="oe_timesheet_grey">
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<label for="fix_price_invoices"/>
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</td><td class="oe_timesheet_grey">
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<field name="fix_price_invoices" class="oe_inline"/>
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</td><td>
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<field class="oe_inline" name="amount_max" attrs="{'invisible': [('fix_price_invoices','=',False)]}"/>
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</td><td>
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<field class="oe_inline" name="ca_invoiced" attrs="{'invisible': [('fix_price_invoices','=',False)]}"/>
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</td><td>
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<field class="oe_inline" name="remaining_ca" attrs="{'invisible': [('fix_price_invoices','=',False)]}"/>
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</td><td>
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<field class="oe_inline" name="fix_price_to_invoice" attrs="{'invisible': [('fix_price_invoices','=',False)]}"/>
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</td><td attrs="{'invisible': [('fix_price_invoices','=',False)]}" class="oe_timesheet_action">
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<span attrs="{'invisible': [('fix_price_to_invoice','=',0.0)]}" class="oe_grey">
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<button name="open_sale_order_lines"
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class="oe_link"
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string="⇒ Invoice" type="object"
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context="{'default_partner_id': [partner_id],'default_project_id': active_id,'search_default_uninvoiced': 1,'search_default_project_id': active_id,'search_default_partner_id': [partner_id]}"/>
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or view
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</span>
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<span attrs="{'invisible': [('fix_price_to_invoice','<>',0.0 )]}" class="oe_grey">
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No order to invoice, create
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</span>
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<button name="%(action_sales_order)d" string="Sales Orders"
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type="action"
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class="oe_link"
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context="{'default_partner_id': [partner_id], 'search_default_project_id': [active_id],'default_project_id': [active_id]}"
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/>
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</td>
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</tr><tr>
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<td class="oe_timesheet_grey">
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<label for="invoice_on_timesheets"/>
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</td><td class="oe_timesheet_grey">
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<field name="invoice_on_timesheets" on_change="onchange_invoice_on_timesheets(invoice_on_timesheets)"/>
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</td><td>
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<field class="oe_inline" name="hours_qtt_est" attrs="{'invisible': [('invoice_on_timesheets','=',False)]}"/>
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</td><td>
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<field class="oe_inline" name="timesheet_ca_invoiced" attrs="{'invisible': [('invoice_on_timesheets','=',False)]}"/>
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</td><td>
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<field class="oe_inline" name="remaining_hours_to_invoice" attrs="{'invisible': [('invoice_on_timesheets','=',False)]}"/>
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</td><td>
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<field class="oe_inline" name="ca_to_invoice" attrs="{'invisible': [('invoice_on_timesheets','=',False)]}"/>
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</td><td class="oe_timesheet_action" attrs="{'invisible': ['|',('invoice_on_timesheets','=',False),('type','=','template')]}">
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<span attrs="{'invisible': [('ca_to_invoice','=',0.0)]}" class="oe_grey">
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<button name="hr_to_invoice_timesheets"
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type="object"
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class="oe_link"
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string="⇒ Invoice"/>
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or view
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</span>
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<span attrs="{'invisible': [('ca_to_invoice','<>',0.0)]}" class="oe_grey">
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Nothing to invoice, create
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</span>
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<button name="%(hr_timesheet.act_hr_timesheet_line_evry1_all_form)d"
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string="Timesheets" type="action"
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class="oe_link"
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context="{'default_account_id': active_id,'search_default_account_id': active_id}"/>
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</td>
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</tr><tr name='total'>
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<th class="oe_timesheet_grey">
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<label string="Total"/>
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</th><td class="oe_timesheet_grey">
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</td><td class="oe_timesheet_grey">
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<field name="est_total" class="oe_inline" attrs="{'invisible': [('invoice_on_timesheets','=',False)]}"/>
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</td><td class="oe_timesheet_grey">
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<field name="invoiced_total" class="oe_inline"/>
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</td><td class="oe_timesheet_grey">
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<field name="remaining_total" class="oe_inline"/>
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</td><td class="oe_timesheet_grey">
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<field name="toinvoice_total" class="oe_inline"/>
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</td><td>
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</td>
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</tr>
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</table>
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<group name='invoice_on_timesheets'>
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<p name='invoice_on_timesheets_label' class="oe_grey oe_edit_only" colspan="2" attrs="{'invisible': [('invoice_on_timesheets','=',False)]}">
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When reinvoicing costs, OpenERP uses the
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pricelist of the contract which uses the price
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defined on the product related (e.g timesheet
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products are defined on each employee).
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</p>
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<group>
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<field name="pricelist_id"
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class="oe_inline"
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attrs="{'required': [('invoice_on_timesheets', '=', True)]}"/>
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<field name="to_invoice"
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class="oe_inline"
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widget="selection"
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attrs="{'required': [('invoice_on_timesheets', '=', True)], 'invisible': [('invoice_on_timesheets','=',False)]}"/>
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</group>
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</group>
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<separator string="Recurring Invoices" attrs="{'invisible': [('recurring_invoices','!=',True)]}"/>
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<div>
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<field name="recurring_invoices" on_change="onchange_recurring_invoices(recurring_invoices, date_start)" class="oe_inline"/>
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<label for="recurring_invoices" />
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<button class="oe_link" name="recurring_create_invoice" attrs="{'invisible': [('recurring_invoices','!=',True)]}" string="⇒ create invoices" type="object" groups="base.group_no_one"/>
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</div>
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<group attrs="{'invisible': [('recurring_invoices','!=',True)]}">
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<label for="recurring_interval"/>
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<div>
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<field name="recurring_interval" class="oe_inline" attrs="{'required': [('recurring_invoices', '=', True)]}"/>
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<field name="recurring_rule_type" class="oe_inline" attrs="{'required': [('recurring_invoices', '=', True)]}"/>
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</div>
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<field name="recurring_next_date"/>
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</group>
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<label for="recurring_invoice_line_ids" attrs="{'invisible': [('recurring_invoices','=',False)]}"/>
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<div attrs="{'invisible': [('recurring_invoices','=',False)]}">
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<field name="recurring_invoice_line_ids">
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<tree string="Account Analytic Lines" editable="bottom">
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<field name="product_id" on_change="product_id_change(product_id, uom_id, quantity, name, parent.partner_id, price_unit, parent.pricelist_id, parent.company_id)"/>
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<field name="name"/>
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<field name="quantity"/>
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<field name="uom_id"/>
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<field name="price_unit"/>
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<field name="price_subtotal"/>
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</tree>
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</field>
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</div>
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</xpath>
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</field>
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</record>
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<!-- Inherited Analytic Account form for template required -->
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<record id="view_account_analytic_account_template_required" model="ir.ui.view">
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<field name="name">account.analytic.account.form.template.required</field>
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<field name="model">account.analytic.account</field>
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<field name="groups_id" eval="[(6, 0, [ref('group_template_required')])]"/>
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<field name="inherit_id" ref="analytic.view_account_analytic_account_form"/>
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<field name="arch" type="xml">
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<field name="template_id" position="attributes">
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<attribute name="attrs">{'required': [('type','=','contract')], 'invisible': [('type','in',['view', 'normal','template'])]}</attribute>
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</field>
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</field>
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</record>
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<!-- Inherited Analytic Account list for contracts -->
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<record id="view_account_analytic_account_tree_c2c_3" model="ir.ui.view">
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<field name="name">account.analytic.account.list.contract</field>
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<field name="model">account.analytic.account</field>
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<field name="inherit_id" ref="account.view_account_analytic_account_list"/>
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<field name="arch" type="xml">
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<field name="date_start" position="before">
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<field name="last_invoice_date"/>
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<field name="toinvoice_total"/>
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<field name="remaining_hours"/>
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<field name="pricelist_id" invisible="1"/>
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</field>
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</field>
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</record>
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<!-- Analytic Account search view for contract -->
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<record id="view_account_analytic_account_overdue_search" model="ir.ui.view">
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<field name="name">account.analytic.account.search</field>
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<field name="model">account.analytic.account</field>
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<field name="arch" type="xml">
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<search string="Contracts">
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<field name="name" filter_domain="['|', ('name','ilike',self),('code','ilike',self)]" string="Contract"/>
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<field name="date"/>
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<field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
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<field name="manager_id"/>
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<field name="parent_id"/>
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<filter name="open" string="In Progress" domain="[('state','in',('open','draft'))]" help="Contracts in progress (open, draft)"/>
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<filter name="pending" string="To Renew" domain="[('state','=','pending')]" help="Pending contracts"/>
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<filter name="closed" string="Closed" domain="[('state','=','close')]" help="Closed contracts"/>
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<filter name="cancelled" string="Cancelled" domain="[('state','=','cancelled')]" help="Cancelled contracts"/>
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<separator/>
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<filter
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string="Expired or consumed"
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domain="[('state','in',('open','draft','pending')), '|', '&', ('date', '!=', False), ('date', '<=', time.strftime('%%Y-%%m-%%d')), ('is_overdue_quantity', '=', True)]"
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help="End date passed or prepaid unit consumed" />
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<filter
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string="Expiring soon"
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domain="[('date', '!=', False), ('date', '<=', (context_today() + datetime.timedelta(30)).strftime('%%Y-%%m-%%d') )]"
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help="End date is in the next month" />
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<separator/>
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<filter string="Customer Contracts" help="Contracts assigned to a customer." name="has_partner" domain="[('partner_id', '!=', False)]"/>
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<filter string="Contracts not assigned" help="Contracts that are not assigned to an account manager." domain="[('manager_id', '=', False)]"/>
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<separator/>
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<group expand="0" string="Group By...">
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<filter string="Status" domain="[]" context="{'group_by':'state'}"/>
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<filter string="Account Manager" domain="[]" context="{'group_by':'manager_id'}"/>
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<filter string="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
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<filter string="Parent" domain="[]" context="{'group_by':'parent_id'}"/>
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<filter string="Template" domain="[]" context="{'group_by':'template_id'}"/>
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<filter string="Start Month" domain="[]" context="{'group_by' : 'date_start'}" />
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<filter string="End Month" domain="[]" context="{'group_by' : 'date'}" />
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<filter string="Pricelist" domain="[]" context="{'group_by' : 'pricelist_id'}" />
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</group>
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</search>
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</field>
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</record>
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<!-- Action Sales/Sales/Contracts -->
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<record id="action_account_analytic_overdue_all" model="ir.actions.act_window">
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<field name="name">Contracts</field>
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<field name="res_model">account.analytic.account</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="context">{'default_type':'contract', 'search_default_open':1, 'search_default_pending':1, 'default_manager_id':uid}</field>
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<field name="domain">[('type','=','contract')]</field>
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<field name="search_view_id" ref="view_account_analytic_account_overdue_search"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to create a new contract.
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</p><p>
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Use contracts to follow tasks, issues, timesheets or invoicing based on
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work done, expenses and/or sales orders. OpenERP will automatically manage
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the alerts for the renewal of the contracts to the right salesperson.
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</p>
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</field>
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</record>
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<menuitem id="base.menu_sales" name="Sales" parent="base.menu_base_partner" sequence="1"/>
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<menuitem action="action_account_analytic_overdue_all" id="menu_action_account_analytic_overdue_all" sequence="8" parent="base.menu_sales"/>
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<!-- Action Sales/Invoicing/Time and Material to Invoice -->
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<record id="action_hr_tree_invoiced_all" model="ir.actions.act_window">
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<field name="name">Time & Materials to Invoice</field>
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<field name="res_model">account.analytic.line</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="domain">[('invoice_id','=',False)]</field>
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<field name="context">{'search_default_to_invoice': 1}</field>
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<field name="search_view_id" ref="account.view_account_analytic_line_filter"/>
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<field name="help" type="html">
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<p>
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You will find here timesheets and purchases you did for
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contracts that can be reinvoiced to the customer. If you want
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to record new activities to invoice, you should use the timesheet
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menu instead.
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</p>
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</field>
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</record>
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<menuitem id="base.menu_invoiced" name="Invoicing" parent="base.menu_base_partner" sequence="5"/>
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<menuitem action="action_hr_tree_invoiced_all" id="menu_action_hr_tree_invoiced_all" parent="base.menu_invoiced" sequence="5"/>
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<!-- Action Sales/Invoicing/Contract to renew -->
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<record id="action_account_analytic_overdue" model="ir.actions.act_window">
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<field name="name">Contracts to Renew</field>
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<field name="res_model">account.analytic.account</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="context">{'search_default_manager_id':uid, 'search_default_pending':1, 'search_default_renew':1}</field>
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<field name="domain">[('type','=','contract')]</field>
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<field name="search_view_id" ref="view_account_analytic_account_overdue_search"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define a new contract.
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</p><p>
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You will find here the contracts to be renewed because the
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end date is passed or the working effort is higher than the
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maximum authorized one.
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</p><p>
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OpenERP automatically sets contracts to be renewed in a pending
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state. After the negociation, the salesman should close or renew
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pending contracts.
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</p>
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</field>
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</record>
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<menuitem action="action_account_analytic_overdue" id="menu_action_account_analytic_overdue" sequence="50" parent="base.menu_invoiced"/>
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<!-- Action Sales/Configuration/Contract template -->
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<record id="template_of_contract_action" model="ir.actions.act_window">
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<field name="name">Contract Template</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">account.analytic.account</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="domain">[('type','=','template')]</field>
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<field name="context">{'search_default_type':'template','default_type' : 'template'}</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click here to create a template of contract.
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</p><p>
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Templates are used to prefigure contract/project that
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can be selected by the salespeople to quickly configure the
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terms and conditions of the contract.
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</p>
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</field>
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</record>
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<menuitem action="template_of_contract_action" id="menu_template_of_contract_action" parent="base.menu_base_config"/>
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</data>
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</openerp>
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