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<?xml version="1.0" encoding="utf-8"?> <odoo> <!-- Budgets --> <record id="view_budget_post_search" model="ir.ui.view"> <field name="name">account.budget.post.search</field> <field name="model">account.budget.post</field> <field name="arch" type="xml"> <search string="Budgetary Position"> <field name="name" filter_domain="[('name','ilike',self)]" string="Budgetary Position"/> <field name="company_id" groups="base.group_multi_company"/> </search> </field> </record> <record id="view_budget_post_tree" model="ir.ui.view"> <field name="name">account.budget.post.tree</field> <field name="model">account.budget.post</field> <field name="arch" type="xml"> <tree string="Budgetary Position"> <field name="name"/> <field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/> </tree> </field> </record> <record id="open_budget_post_form" model="ir.actions.act_window"> <field name="name">Budgetary Positions</field> <field name="res_model">account.budget.post</field> <field name="view_type">form</field> <field name="view_id" ref="view_budget_post_tree"/> <field name="search_view_id" ref="view_budget_post_search"/> </record> <menuitem action="open_budget_post_form" id="menu_budget_post_form" parent="account.account_management_menu" sequence="1"/> <record model="ir.ui.view" id="view_budget_post_form"> <field name="name">account.budget.post.form</field> <field name="model">account.budget.post</field> <field name="arch" type="xml"> <form string="Budgetary Position"> <group col="4"> <field name="name"/> <field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/> </group> <notebook> <page string="Accounts"> <field name="account_ids"> <tree> <field name="code"/> <field name="name"/> </tree> </field> </page> </notebook> </form> </field> </record> <record model="ir.ui.view" id="crossovered_budget_view_form"> <field name="name">crossovered.budget.view.form</field> <field name="model">crossovered.budget</field> <field name="arch" type="xml"> <form string="Budget"> <header> <button string="Confirm" name="action_budget_confirm" states="draft" type="object" class="oe_highlight"/> <button string="Approve" name="action_budget_validate" states="confirm" type="object" class="oe_highlight"/> <button string="Done" name="action_budget_done" states="validate" type="object" class="oe_highlight"/> <button string="Reset to Draft" name="action_budget_draft" states="cancel" type="object" /> <button string="Cancel Budget" name="action_budget_cancel" states="confirm,validate" type="object"/> <field name="state" widget="statusbar" statusbar_visible="draft,confirm"/> </header> <sheet string="Budget"> <div class="oe_title"> <label for="name" class="oe_edit_only"/> <h1> <field name="name" attrs="{'readonly':[('state','!=','draft')]}" placeholder="Budget Name"/> </h1> </div> <group> <group> <field name="creating_user_id" attrs="{'readonly':[('state','!=','draft')]}"/> </group> <group> <label for="date_from" string="Period"/> <div> <field name="date_from" class="oe_inline" attrs="{'readonly':[('state','!=','draft')]}"/> - <field name="date_to" class="oe_inline" attrs="{'readonly':[('state','!=','draft')]}" nolabel="1"/> </div> <field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/> </group> </group> <notebook> <page string="Budget Lines"> <field name="crossovered_budget_line" context="{'default_date_from': date_from,'default_date_to': date_to}" colspan="4" nolabel="1" attrs="{'readonly':[('state','!=','draft')]}"> <tree string="Budget Lines"> <field name="general_budget_id"/> <field name="analytic_account_id" groups="analytic.group_analytic_accounting" required="1"/> <field name="date_from"/> <field name="date_to"/> <field name="paid_date" groups="base.group_no_one"/> <field name="planned_amount" sum="Planned Amount" widget="monetary"/> <field name="practical_amount" sum="Practical Amount" widget="monetary"/> <field name="theoritical_amount" sum="Theoretical Amount" widget="monetary"/> <field name="percentage"/> </tree> <form string="Budget Lines"> <group> <group> <field name="general_budget_id"/> <field name="planned_amount" widget="monetary"/> <field name="analytic_account_id" groups="analytic.group_analytic_accounting" required="1"/> </group> <group> <label for="date_from" string="Period"/> <div> <field name="date_from" class="oe_inline"/> - <field name="date_to" class="oe_inline"/> </div> <field name="paid_date" groups="base.group_no_one"/> <field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/> </group> </group> </form> </field> </page> </notebook> </sheet> <div class="oe_chatter"> <field name="message_follower_ids" widget="mail_followers" groups="base.group_user"/> <field name="message_ids" widget="mail_thread"/> </div> </form> </field> </record> <record model="ir.ui.view" id="crossovered_budget_view_tree"> <field name="name">crossovered.budget.view.tree</field> <field name="model">crossovered.budget</field> <field name="arch" type="xml"> <tree decoration-info="state == 'draft'" decoration-muted="state in ('done','cancel')" string="Budget"> <field name="name" colspan="1"/> <field name="date_from"/> <field name="date_to"/> <field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/> <field name="creating_user_id"/> <field name="state"/> </tree> </field> </record> <record id="view_crossovered_budget_search" model="ir.ui.view"> <field name="name">crossovered.budget.search</field> <field name="model">crossovered.budget</field> <field name="arch" type="xml"> <search string="Budget"> <field name="name" filter_domain="[('name','ilike',self)]" string="Budget"/> <field name="date_from"/> <field name="date_to"/> <filter string="Draft" domain="[('state','=','draft')]" help="Draft Budgets"/> <filter string="To Approve" domain="[('state','=','confirm')]" help="To Approve Budgets" /> <field name="state"/> </search> </field> </record> <record model="ir.actions.act_window" id="act_crossovered_budget_view"> <field name="name">Budgets</field> <field name="res_model">crossovered.budget</field> <field name="view_type">form</field> <field name="view_mode">tree,form</field> <field name="view_id" ref="crossovered_budget_view_tree"/> <field name="search_view_id" ref="view_crossovered_budget_search"/> <field name="help" type="html"> <p class="oe_view_nocontent_create"> Click to create a new budget. </p><p> A budget is a forecast of your company's income and/or expenses expected for a period in the future. A budget is defined on some financial accounts and/or analytic accounts (that may represent projects, departments, categories of products, etc.) </p><p> By keeping track of where your money goes, you may be less likely to overspend, and more likely to meet your financial goals. Forecast a budget by detailing the expected revenue per analytic account and monitor its evolution based on the actuals realised during that period. </p> </field> </record> <menuitem parent="account.menu_finance_entries" id="menu_act_crossovered_budget_view" name="Budgets" action="act_crossovered_budget_view" sequence="60" groups="account.group_account_user"/> <record id="view_crossovered_budget_line_search" model="ir.ui.view"> <field name="name">account.budget.line.search</field> <field name="model">crossovered.budget.lines</field> <field name="arch" type="xml"> <search string="Budget Lines"> <field name="analytic_account_id"/> </search> </field> </record> <record model="ir.ui.view" id="view_crossovered_budget_line_tree"> <field name="name">crossovered.budget.line.tree</field> <field name="model">crossovered.budget.lines</field> <field name="arch" type="xml"> <tree string="Budget Lines"> <field name="crossovered_budget_id" invisible="1"/> <field name="general_budget_id"/> <field name="analytic_account_id" groups="analytic.group_analytic_accounting"/> <field name="date_from"/> <field name="date_to"/> <field name="paid_date" groups="base.group_no_one"/> <field name="planned_amount" widget="monetary"/> <field name="practical_amount" widget="monetary"/> <field name="theoritical_amount" widget="monetary"/> <field name="percentage"/> </tree> </field> </record> <record model="ir.ui.view" id="view_crossovered_budget_line_form"> <field name="name">crossovered.budget.line.form</field> <field name="model">crossovered.budget.lines</field> <field name="arch" type="xml"> <form string="Budget Lines"> <sheet> <group col="4"> <field name="crossovered_budget_id"/> <field name="analytic_account_id"/> <field name="general_budget_id"/> <field name="date_from"/> <field name="date_to"/> <field name="paid_date"/> <field name="planned_amount" widget="monetary"/> <field name="practical_amount" widget="monetary"/> <field name="theoritical_amount" widget="monetary"/> <field name="percentage"/> <field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/> </group> </sheet> </form> </field> </record> <record model="ir.actions.act_window" id="act_crossovered_budget_lines_view"> <field name="name">Budgets</field> <field name="res_model">crossovered.budget.lines</field> <field name="view_type">form</field> <field name="view_mode">tree,form</field> <field name="view_id" ref="view_crossovered_budget_line_tree"/> </record> <menuitem parent="account.account_reports_management_menu" id="menu_act_crossovered_budget_lines_view" action="act_crossovered_budget_lines_view" sequence="20"/> <!-- Shortcuts --> <act_window name="Budget Items" context="{'search_default_analytic_account_id': [active_id], 'default_analytic_account_id': active_id}" res_model="crossovered.budget.lines" src_model="account.analytic.account" id="act_account_analytic_account_cb_lines"/> </odoo>