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https://github.com/OCA/account-financial-tools.git
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9015eb9736
Installation ============ If you have already the chart of accounts loaded on your company, you will need to update it through the module `account_chart_update`. Follow the instructions on that module for that. Configuration ============= To configure account groups, you need to: * Be "Account / Adviser" role. * Go to *Invoicing > Configuration > Accounts Groups*. * Create or modify existing groups. For assigning groups to account templates, you have to: * Set the group on your account chart module or extension. * Or develop/create UI access. When you have groups on your account templates, you can load a chart template for a new company, and they will be transferred to created accounts. Usage ===== For assigning groups to accounts: * Go to *Invoicing > Adviser > Chart of Accounts*. * Edit one account and set "Group" field.
67 lines
2.3 KiB
XML
67 lines
2.3 KiB
XML
<odoo>
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<record id="view_account_group_form" model="ir.ui.view">
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<field name="name">account.group.form</field>
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<field name="model">account.group</field>
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<field name="arch" type="xml">
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<form string="Accounts Group">
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<group>
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<field name="name"/>
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<field name="code_prefix"/>
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<field name="parent_id"/>
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<field name="level"/>
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</group>
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<group>
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<group id="links">
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<label for="account_ids"/>
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<field name="account_ids"
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widget="many2many"
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nolabel="1"
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options="{'no_create_edit': True}"
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/>
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</group>
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</group>
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</form>
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</field>
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</record>
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<record id="view_account_group_search" model="ir.ui.view">
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<field name="name">account.group.search</field>
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<field name="model">account.group</field>
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<field name="arch" type="xml">
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<search string="Accounts Groups">
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<field name="name"
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filter_domain="['|', ('code_prefix', '=like', str(self) + '%'), ('name', 'ilike', self)]"
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string="Accounts Group"/>
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</search>
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</field>
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</record>
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<record id="view_account_group_tree" model="ir.ui.view">
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<field name="name">account.group.tree</field>
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<field name="model">account.group</field>
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<field name="arch" type="xml">
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<tree string="Accounts Group">
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<field name="code_prefix"/>
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<field name="name"/>
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<field name="level"/>
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</tree>
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</field>
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</record>
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<record id="action_account_group_tree" model="ir.actions.act_window">
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<field name="name">Accounts Groups</field>
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<field name="res_model">account.group</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="search_view_id" ref="view_account_group_search"/>
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</record>
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<menuitem id="account_group_menu"
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action="action_account_group_tree"
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sequence="50"
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parent="account.account_account_menu"
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/>
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</odoo>
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