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Merge pull request #99 from akretion/8.0-mandate-better-views
[Usability] mandates: search by reference, add group_by, add seq type in tree view
This commit is contained in:
Pedro M. Baeza
@@ -1,122 +1,129 @@
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright (C) 2013 Akretion (http://www.akretion.com)
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@author: Alexis de Lattre <alexis.delattre@akretion.com>
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The licence is in the file __openerp__.py
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-->
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<openerp>
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<data>
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<record id="view_mandate_form" model="ir.ui.view">
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<field name="name">view.mandate.form</field>
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<field name="model">account.banking.mandate</field>
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<field name="arch" type="xml">
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<form string="Banking Mandate" version="7.0">
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<header>
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<button name="validate" type="object" string="Validate" states="draft" class="oe_highlight"/>
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<button name="cancel" type="object" string="Cancel" states="draft,valid"/>
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<button name="back2draft" type="object" string="Back to Draft"
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states="cancel" groups="account.group_account_manager"
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confirm="You should set a mandate back to draft only if you cancelled it by mistake. Do you want to continue?"/>
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<field name="state" widget="statusbar"/>
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</header>
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<sheet>
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<div class="oe_title">
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<h1>
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<field name="unique_mandate_reference"
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class="oe_inline"
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readonly="1"/>
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</h1>
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</div>
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<group name="main">
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="partner_bank_id"
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invisible="context.get('mandate_bank_partner_view')" />
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<field name="partner_id" invisible="context.get('mandate_bank_partner_view')" readonly="True"/>
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<field name="signature_date"/>
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<field name="scan"/>
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<field name="last_debit_date"/>
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</group>
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<group name="payment_lines" string="Related Payment Lines">
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<field name="payment_line_ids" nolabel="1"/>
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</group>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers"/>
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<field name="message_ids" widget="mail_thread"/>
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</div>
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</form>
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</field>
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</record>
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<record id="view_mandate_tree" model="ir.ui.view">
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<field name="name">view.mandate.tree</field>
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<field name="model">account.banking.mandate</field>
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<field name="arch" type="xml">
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<tree string="Banking Mandate" colors="blue:state=='draft';black:state in ('expired', 'cancel')">
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="partner_id" invisible="context.get('mandate_bank_partner_view')"/>
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<field name="unique_mandate_reference" string="Reference"/>
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<field name="signature_date" string="Signature Date"/>
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<field name="last_debit_date"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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<record id="view_mandate_search" model="ir.ui.view">
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<field name="name">view.mandate.search</field>
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<field name="model">account.banking.mandate</field>
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<field name="arch" type="xml">
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<search string="Search Banking Mandates">
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<field name="partner_id"/>
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<filter name="draft" string="Draft" domain="[('state', '=', 'draft')]" />
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<filter name="valid" string="Valid" domain="[('state', '=', 'valid')]" />
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<filter name="cancel" string="Cancelled" domain="[('state', '=', 'cancel')]" />
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<filter name="expired" string="Expired" domain="[('state', '=', 'expired')]" />
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</search>
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</field>
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</record>
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<record id="mandate_action" model="ir.actions.act_window">
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<field name="name">Banking Mandates</field>
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<field name="res_model">account.banking.mandate</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="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to create a new Banking Mandate.
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</p><p>
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A Banking Mandate is a document signed by your customer that gives you the autorization to do one or several operations on his bank account.
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</p>
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</field>
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</record>
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<menuitem id="mandate_menu"
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parent="account_payment.menu_main_payment"
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action="mandate_action"
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sequence="20"
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/>
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<!-- notifications in the chatter -->
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<record id="mandate_valid" model="mail.message.subtype">
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<field name="name">Mandate Validated</field>
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<field name="res_model">account.banking.mandate</field>
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<field name="default" eval="False"/>
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<field name="description">Banking Mandate Validated</field>
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</record>
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<record id="mandate_expired" model="mail.message.subtype">
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<field name="name">Mandate Expired</field>
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<field name="res_model">account.banking.mandate</field>
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<field name="default" eval="False"/>
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<field name="description">Banking Mandate has Expired</field>
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</record>
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<record id="mandate_cancel" model="mail.message.subtype">
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<field name="name">Mandate Cancelled</field>
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<field name="res_model">account.banking.mandate</field>
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<field name="default" eval="False"/>
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<field name="description">Banking Mandate Cancelled</field>
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</record>
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</data>
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</openerp>
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright (C) 2013 Akretion (http://www.akretion.com)
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@author: Alexis de Lattre <alexis.delattre@akretion.com>
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The licence is in the file __openerp__.py
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-->
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<openerp>
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<data>
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<record id="view_mandate_form" model="ir.ui.view">
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<field name="name">view.mandate.form</field>
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<field name="model">account.banking.mandate</field>
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<field name="arch" type="xml">
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<form string="Banking Mandate" version="7.0">
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<header>
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<button name="validate" type="object" string="Validate" states="draft" class="oe_highlight"/>
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<button name="cancel" type="object" string="Cancel" states="draft,valid"/>
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<button name="back2draft" type="object" string="Back to Draft"
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states="cancel" groups="account.group_account_manager"
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confirm="You should set a mandate back to draft only if you cancelled it by mistake. Do you want to continue?"/>
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<field name="state" widget="statusbar"/>
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</header>
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<sheet>
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<div class="oe_title">
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<h1>
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<field name="unique_mandate_reference"
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class="oe_inline"
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readonly="1"/>
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</h1>
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</div>
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<group name="main">
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="partner_bank_id"
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invisible="context.get('mandate_bank_partner_view')" />
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<field name="partner_id" invisible="context.get('mandate_bank_partner_view')" readonly="True"/>
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<field name="signature_date"/>
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<field name="scan"/>
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<field name="last_debit_date"/>
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</group>
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<group name="payment_lines" string="Related Payment Lines">
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<field name="payment_line_ids" nolabel="1"/>
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</group>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers"/>
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<field name="message_ids" widget="mail_thread"/>
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</div>
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</form>
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</field>
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</record>
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<record id="view_mandate_tree" model="ir.ui.view">
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<field name="name">view.mandate.tree</field>
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<field name="model">account.banking.mandate</field>
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<field name="arch" type="xml">
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<tree string="Banking Mandate" colors="blue:state=='draft';black:state in ('expired', 'cancel')">
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="partner_id" invisible="context.get('mandate_bank_partner_view')"/>
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<field name="unique_mandate_reference" string="Reference"/>
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<field name="signature_date" string="Signature Date"/>
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<field name="last_debit_date"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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<record id="view_mandate_search" model="ir.ui.view">
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<field name="name">view.mandate.search</field>
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<field name="model">account.banking.mandate</field>
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<field name="arch" type="xml">
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<search string="Search Banking Mandates">
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<field name="unique_mandate_reference" string="Reference or Partner" filter_domain="['|', ('unique_mandate_reference', 'ilike', self), ('partner_id', 'ilike', self)]"/>
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<field name="partner_id"/>
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<filter name="draft" string="Draft" domain="[('state', '=', 'draft')]" />
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<filter name="valid" string="Valid" domain="[('state', '=', 'valid')]" />
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<filter name="cancel" string="Cancelled" domain="[('state', '=', 'cancel')]" />
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<filter name="expired" string="Expired" domain="[('state', '=', 'expired')]" />
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<group string="Group By" name="groupby">
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<filter name="signature_date_groupby" string="Signature Date" context="{'group_by': 'signature_date'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="mandate_action" model="ir.actions.act_window">
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<field name="name">Banking Mandates</field>
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<field name="res_model">account.banking.mandate</field>
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<field name="view_mode">tree,form</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 new Banking Mandate.
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</p><p>
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A Banking Mandate is a document signed by your customer that gives you the autorization to do one or several operations on his bank account.
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</p>
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</field>
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</record>
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<menuitem id="mandate_menu"
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parent="account_payment.menu_main_payment"
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action="mandate_action"
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sequence="20"
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/>
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<!-- notifications in the chatter -->
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<record id="mandate_valid" model="mail.message.subtype">
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<field name="name">Mandate Validated</field>
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<field name="res_model">account.banking.mandate</field>
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<field name="default" eval="False"/>
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<field name="description">Banking Mandate Validated</field>
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</record>
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<record id="mandate_expired" model="mail.message.subtype">
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<field name="name">Mandate Expired</field>
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<field name="res_model">account.banking.mandate</field>
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<field name="default" eval="False"/>
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<field name="description">Banking Mandate has Expired</field>
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</record>
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<record id="mandate_cancel" model="mail.message.subtype">
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<field name="name">Mandate Cancelled</field>
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<field name="res_model">account.banking.mandate</field>
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<field name="default" eval="False"/>
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<field name="description">Banking Mandate Cancelled</field>
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</record>
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</data>
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</openerp>
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@@ -5,114 +5,125 @@
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The licence is in the file __openerp__.py
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-->
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<!--
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Customize all mandate views (and actions) to fit SEPA mandate style
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Customize all mandate views (and actions) to fit SEPA mandate style
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-->
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<openerp>
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<data>
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<record id="sdd_mandate_form" model="ir.ui.view">
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<field name="name">sdd.mandate.form</field>
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<field name="model">account.banking.mandate</field>
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<field name="inherit_id" ref="account_banking_mandate.view_mandate_form"/>
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<field name="arch" type="xml">
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<data>
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<field name="partner_id" position="after">
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<field name="type"/>
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<field name="recurrent_sequence_type" attrs="{'invisible': [('type', '=', 'oneoff')], 'required': [('type', '=', 'recurrent')]}"/>
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<field name="scheme"/>
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</field>
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<field name="last_debit_date" position="after">
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<field name="sepa_migrated" groups="account_banking_sepa_direct_debit.group_original_mandate_required"/>
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<field name="original_mandate_identification" attrs="{'invisible': [('sepa_migrated', '=', True)], 'required': [('sepa_migrated', '=', False)]}" groups="account_banking_sepa_direct_debit.group_original_mandate_required"/>
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</field>
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</data>
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</field>
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</record>
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<record id="sdd_mandate_tree" model="ir.ui.view">
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<field name="name">sdd.mandate.tree</field>
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<field name="model">account.banking.mandate</field>
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<field name="inherit_id" ref="account_banking_mandate.view_mandate_tree"/>
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<field name="arch" type="xml">
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<field name="unique_mandate_reference" position="after">
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<field name="type" string="Type"/>
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</field>
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</field>
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</record>
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<record id="sdd_mandate_search" model="ir.ui.view">
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<field name="name">sdd.mandate.search</field>
|
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<field name="model">account.banking.mandate</field>
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<field name="inherit_id" ref="account_banking_mandate.view_mandate_search"/>
|
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<field name="arch" type="xml">
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<filter name="expired" position="after">
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<filter name="oneoff" string="One-Off" domain="[('type', '=', 'oneoff')]" />
|
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<filter name="recurrent" string="Recurrent" domain="[('type', '=', 'recurrent')]" />
|
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</filter>
|
||||
</field>
|
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</record>
|
||||
<record id="sdd_mandate_form" model="ir.ui.view">
|
||||
<field name="name">sdd.mandate.form</field>
|
||||
<field name="model">account.banking.mandate</field>
|
||||
<field name="inherit_id" ref="account_banking_mandate.view_mandate_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<field name="partner_id" position="after">
|
||||
<field name="type"/>
|
||||
<field name="recurrent_sequence_type" attrs="{'invisible': [('type', '=', 'oneoff')], 'required': [('type', '=', 'recurrent')]}"/>
|
||||
<field name="scheme"/>
|
||||
</field>
|
||||
<field name="last_debit_date" position="after">
|
||||
<field name="sepa_migrated" groups="account_banking_sepa_direct_debit.group_original_mandate_required"/>
|
||||
<field name="original_mandate_identification" attrs="{'invisible': [('sepa_migrated', '=', True)], 'required': [('sepa_migrated', '=', False)]}" groups="account_banking_sepa_direct_debit.group_original_mandate_required"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="mandate_action" model="ir.actions.act_window">
|
||||
<field name="name">SEPA Direct Debit Mandates</field>
|
||||
<field name="res_model">account.banking.mandate</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree,form</field>
|
||||
<field name="help" type="html">
|
||||
<p class="oe_view_nocontent_create">
|
||||
Click to create a new SEPA Direct Debit Mandate.
|
||||
</p><p>
|
||||
A SEPA Direct Debit Mandate is a document signed by your customer that gives you the autorization to do one or several direct debits on his bank account.
|
||||
</p>
|
||||
</field>
|
||||
</record>
|
||||
<record id="sdd_mandate_tree" model="ir.ui.view">
|
||||
<field name="name">sdd.mandate.tree</field>
|
||||
<field name="model">account.banking.mandate</field>
|
||||
<field name="inherit_id" ref="account_banking_mandate.view_mandate_tree"/>
|
||||
<field name="arch" type="xml">
|
||||
<field name="unique_mandate_reference" position="after">
|
||||
<field name="type" string="Type"/>
|
||||
<field name="scheme"/>
|
||||
<field name="recurrent_sequence_type" string="Sequence Type"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<menuitem id="account_banking_mandate.mandate_menu"
|
||||
parent="account_payment.menu_main_payment"
|
||||
action="mandate_action"
|
||||
sequence="20"
|
||||
/>
|
||||
<record id="sdd_mandate_search" model="ir.ui.view">
|
||||
<field name="name">sdd.mandate.search</field>
|
||||
<field name="model">account.banking.mandate</field>
|
||||
<field name="inherit_id" ref="account_banking_mandate.view_mandate_search"/>
|
||||
<field name="arch" type="xml">
|
||||
<filter name="expired" position="after">
|
||||
<filter name="oneoff" string="One-Off" domain="[('type', '=', 'oneoff')]" />
|
||||
<filter name="recurrent" string="Recurrent" domain="[('type', '=', 'recurrent')]" />
|
||||
</filter>
|
||||
<filter name="signature_date_groupby" position="before">
|
||||
<filter name="type_groupby" string="Type"
|
||||
context="{'group_by': 'type'}"/>
|
||||
<filter name="scheme_groupby" string="Scheme"
|
||||
context="{'group_by': 'scheme'}"/>
|
||||
<filter name="recurrent_sequence_type_groupby"
|
||||
string="Sequence Type"
|
||||
context="{'group_by': 'recurrent_sequence_type'}"/>
|
||||
</filter>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="sdd_mandate_partner_bank_tree" model="ir.ui.view">
|
||||
<field name="name">sdd.mandate.res.partner.bank.tree</field>
|
||||
<field name="model">res.partner.bank</field>
|
||||
<field name="inherit_id" ref="account_banking_mandate.mandate_partner_bank_tree"/>
|
||||
<field name="arch" type="xml">
|
||||
<field name="mandate_ids" position="attributes">
|
||||
<attribute name="string">SDD Mandates</attribute>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record id="mandate_action" model="ir.actions.act_window">
|
||||
<field name="name">SEPA Direct Debit Mandates</field>
|
||||
<field name="res_model">account.banking.mandate</field>
|
||||
<field name="view_mode">tree,form</field>
|
||||
<field name="help" type="html">
|
||||
<p class="oe_view_nocontent_create">
|
||||
Click to create a new SEPA Direct Debit Mandate.
|
||||
</p><p>
|
||||
A SEPA Direct Debit Mandate is a document signed by your customer that gives you the autorization to do one or several direct debits on his bank account.
|
||||
</p>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="sdd_mandate_partner_form" model="ir.ui.view">
|
||||
<field name="name">sdd.mandate.partner.form</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="inherit_id" ref="account_banking_mandate.mandate_partner_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//field[@name='bank_ids']/tree/field[@name='mandate_ids']" position="attributes">
|
||||
<attribute name="string">SDD Mandates</attribute>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
<menuitem id="account_banking_mandate.mandate_menu"
|
||||
parent="account_payment.menu_main_payment"
|
||||
action="mandate_action"
|
||||
sequence="20"
|
||||
/>
|
||||
|
||||
<record id="recurrent_sequence_type_first" model="mail.message.subtype">
|
||||
<field name="name">Sequence Type set to First</field>
|
||||
<field name="res_model">account.banking.mandate</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Sequence Type set to First</field>
|
||||
</record>
|
||||
<record id="sdd_mandate_partner_bank_tree" model="ir.ui.view">
|
||||
<field name="name">sdd.mandate.res.partner.bank.tree</field>
|
||||
<field name="model">res.partner.bank</field>
|
||||
<field name="inherit_id" ref="account_banking_mandate.mandate_partner_bank_tree"/>
|
||||
<field name="arch" type="xml">
|
||||
<field name="mandate_ids" position="attributes">
|
||||
<attribute name="string">SDD Mandates</attribute>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="recurrent_sequence_type_recurring" model="mail.message.subtype">
|
||||
<field name="name">Sequence Type set to Recurring</field>
|
||||
<field name="res_model">account.banking.mandate</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Sequence Type set to Recurring</field>
|
||||
</record>
|
||||
<record id="sdd_mandate_partner_form" model="ir.ui.view">
|
||||
<field name="name">sdd.mandate.partner.form</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="inherit_id" ref="account_banking_mandate.mandate_partner_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//field[@name='bank_ids']/tree/field[@name='mandate_ids']" position="attributes">
|
||||
<attribute name="string">SDD Mandates</attribute>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="recurrent_sequence_type_first" model="mail.message.subtype">
|
||||
<field name="name">Sequence Type set to First</field>
|
||||
<field name="res_model">account.banking.mandate</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Sequence Type set to First</field>
|
||||
</record>
|
||||
|
||||
<record id="recurrent_sequence_type_recurring" model="mail.message.subtype">
|
||||
<field name="name">Sequence Type set to Recurring</field>
|
||||
<field name="res_model">account.banking.mandate</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Sequence Type set to Recurring</field>
|
||||
</record>
|
||||
|
||||
<record id="recurrent_sequence_type_final" model="mail.message.subtype">
|
||||
<field name="name">Sequence Type set to Final</field>
|
||||
<field name="res_model">account.banking.mandate</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Sequence Type set to Final</field>
|
||||
</record>
|
||||
|
||||
<record id="recurrent_sequence_type_final" model="mail.message.subtype">
|
||||
<field name="name">Sequence Type set to Final</field>
|
||||
<field name="res_model">account.banking.mandate</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Sequence Type set to Final</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
Reference in New Issue
Block a user