mirror of
https://github.com/OCA/bank-payment.git
synced 2025-02-02 10:37:31 +02:00
393 lines
20 KiB
XML
393 lines
20 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright (C) EduSense BV <http://www.edusense.nl>
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All rights reserved.
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The licence is in the file __terp__.py
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-->
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<openerp>
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<data>
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<!-- Create new submenu in finance/periodical processing -->
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<menuitem name="Banking"
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id="account_banking.menu_finance_banking_actions"
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parent="account.menu_finance_periodical_processing"
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/>
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<!-- Create new submenu in finance/configuration -->
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<menuitem name="Banking"
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id="account_banking.menu_finance_banking_settings"
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parent="account.menu_finance_configuration"
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/>
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<!-- Add a shortcut menu for bank accounts -->
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<record model="ir.actions.act_window" id="action_account_banking_res_partner_banks">
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<field name="name">Bank Accounts</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">res.partner.bank</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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</record>
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<menuitem name="Bank Accounts"
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id="menu_action_account_banking_bank_accounts"
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parent="account_banking.menu_finance_banking_settings"
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action="action_account_banking_res_partner_banks"
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sequence="10"
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/>
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<!-- Create new view on default journals for bank accounts -->
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<record model="ir.ui.view" id="view_banking_account_settings_form">
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<field name="name">account.banking.account.settings.form</field>
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<field name="model">account.banking.account.settings</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Default Import Settings for Bank Account">
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<field name="company_id" />
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<separator string="Bank Account Details" colspan="4" />
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<field name="partner_bank_id" /> <!-- Needs domain for used companies /-->
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<field name="journal_id" domain="[('type','=','cash')]" />
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<separator string="Default Accounts for Unknown Movements" colspan="4" />
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<field name="default_credit_account_id" />
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<field name="default_debit_account_id" />
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<separator string="Generation of Bank Costs Invoices" colspan="4" />
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<field name="bank_partner_id" />
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<field name="costs_account_id" attrs="{'required': [('bank_partner_id', '<>', False)]}" />
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<field name="invoice_journal_id" attrs="{'required': [('bank_partner_id', '<>', False)]}" />
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</form>
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</field>
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</record>
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<record model="ir.ui.view" id="view_banking_account_settings_tree">
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<field name="name">account.banking.account.settings.tree</field>
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<field name="model">account.banking.account.settings</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Default Import Settings for Bank Account">
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<field name="company_id" />
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<field name="partner_bank_id" /> <!-- Needs domain for used companies /-->
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<field name="journal_id" domain="[('type','=','cash')]" />
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</tree>
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</field>
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</record>
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<record model="ir.actions.act_window" id="action_account_banking_journals">
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<field name="name">Default Import Settings for Bank Accounts</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">account.banking.account.settings</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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</record>
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<!-- Create new submenu for finance configuration -->
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<menuitem name="Default Import Settings for Bank Accounts"
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id="menu_action_account_banking_bank_journals"
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parent="account_banking.menu_finance_banking_settings"
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action="action_account_banking_journals"
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sequence="20"
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/>
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<!-- Create new view on imported statement files -->
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<record model="ir.ui.view" id="view_account_banking_imported_file_form">
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<field name="name">account.banking.imported.file.form</field>
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<field name="model">account.banking.imported.file</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Imported Bank Statements">
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<notebook colspan="4">
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<page string="Import Details">
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<field name="company_id" />
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<field name="date" />
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<field name="user_id" />
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<field name="state" />
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<field name="file"/>
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<field name="format" />
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</page>
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<page string="Statements">
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<field name="statement_ids" colspan="4" nolabel="1"/>
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</page>
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<page string="Import Log">
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<field name="log" colspan="4" nolabel="1"/>
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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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<record model="ir.ui.view" id="view_account_banking_imported_file_tree">
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<field name="name">account.banking.imported.file.tree</field>
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<field name="model">account.banking.imported.file</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Imported Bank Statements Files" colors="red:state=='error';blue:state=='unfinished'">
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<field name="company_id" />
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<field name="date" />
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<field name="user_id" />
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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 model="ir.actions.act_window" id="action_account_banking_imported_files">
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<field name="name">Imported Bank Statements Files</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">account.banking.imported.file</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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</record>
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<!-- Add a menu item for it -->
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<menuitem name="Imported Bank Statements Files"
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id="menu_action_account_banking_imported_files"
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parent="account_banking.menu_finance_banking_actions"
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action="action_account_banking_imported_files"
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sequence="12"
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/>
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<!-- Add the import wizard to the menu -->
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<menuitem name="Import Bank Statements File"
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id="menu_account_banking_import_wizard"
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parent="account_banking.menu_finance_banking_actions"
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type="wizard"
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action="wizard_account_banking_import_file"
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sequence="15"/>
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<!-- Create right menu entry to see statements -->
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<act_window name="Bank Statements File"
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domain="[('id','=',banking_id)]"
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res_model="account.banking.imported.file"
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src_model="account.bank.statement"
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view_type="form"
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view_mode="tree,form"
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id="act_account_payment_account_bank_statement"/>
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<!-- Move period_id from bank_statement form to bank_statement_line form
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-->
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<record id="view_banking_bank_statement_tree_1" model="ir.ui.view">
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<field name="name">account.bank.statement.tree.banking</field>
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<field name="inherit_id" ref="account.view_bank_statement_tree" />
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<field name="model">account.bank.statement</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<field name="period_id" position="replace"/>
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</field>
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</record>
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<record id="view_banking_bank_statement_form_1" model="ir.ui.view">
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<field name="name">account.bank.statement.form.banking-1</field>
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<field name="inherit_id" ref="account.view_bank_statement_form" />
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<field name="model">account.bank.statement</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="period_id" position="replace"/>
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</field>
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</record>
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<record id="view_banking_bank_statement_form_2" model="ir.ui.view">
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<field name="name">account.bank.statement.form.banking-2</field>
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<field name="inherit_id" ref="account.view_bank_statement_form" />
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<field name="model">account.bank.statement</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<xpath expr="/form/notebook/page[@string='Entry encoding']/field/tree/field[@name='type']" position="after">
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<field name="period_id"/>
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</xpath>
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</field>
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</record>
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<record id="view_banking_bank_statement_form_3" model="ir.ui.view">
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<field name="name">account.bank.statement.form.banking-3</field>
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<field name="inherit_id" ref="account.view_bank_statement_form" />
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<field name="model">account.bank.statement</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<xpath expr="/form/notebook/page[@string='Entry encoding']/field/form/field[@name='type']" position="after">
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<field name="period_id"/>
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</xpath>
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</field>
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</record>
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<!-- Add invisible column on bank statements tree for identification
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of import file
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-->
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<record id="view_banking_bank_statement_tree_2" model="ir.ui.view">
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<field name="name">account.bank.statement.tree.banking-2</field>
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<field name="inherit_id" ref="account.view_bank_statement_tree" />
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<field name="model">account.bank.statement</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<field name="state" position="after">
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<field name="banking_id" invisible="True" />
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</field>
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</field>
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</record>
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<!-- Add invisible field for identification of import file on bank statements
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-->
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<record id="view_banking_bank_statement_form_4" model="ir.ui.view">
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<field name="name">account.bank.statement.form.banking-4</field>
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<field name="inherit_id" ref="account.view_bank_statement_form" />
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<field name="model">account.bank.statement</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="balance_end_real" position="after">
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<field name="banking_id" invisible="True"/>
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</field>
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</field>
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</record>
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<!-- Show bank accounts in account_bank_statement_line to enable manual
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coupling of bank account numbers to statement lines and harvest info
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for future matching in the process.
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-->
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<record id="view_banking_bank_statement_form_5" model="ir.ui.view">
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<field name="name">account.bank.statement.form.banking-5</field>
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<field name="inherit_id" ref="account.view_bank_statement_form" />
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<field name="model">account.bank.statement</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<xpath expr="/form/notebook/page/field[@name='line_ids']/tree/field[@name='partner_id']" position="after">
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<field name="partner_bank_id"/>
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</xpath>
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</field>
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</record>
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<record id="view_banking_bank_statement_form_6" model="ir.ui.view">
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<field name="name">account.bank.statement.form.banking-6</field>
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<field name="inherit_id" ref="account.view_bank_statement_form" />
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<field name="model">account.bank.statement</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<xpath expr="/form/notebook/page/field[@name='line_ids']/form/field[@name='partner_id']" position="after">
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<field name="partner_bank_id"/>
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</xpath>
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</field>
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</record>
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<!-- Reset trigger on button_confirm to the trigger code in this module -->
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<record id="view_banking_bank_statement_form_7" model="ir.ui.view">
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<field name="name">account.bank.statement.form.banking-7</field>
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<field name="inherit_id" ref="account.view_bank_statement_form" />
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<field name="model">account.bank.statement</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<button name="button_confirm" position="replace">
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<button name="button_confirm" states="draft" string="Confirm" type="object"/>
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</button>
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</field>
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</record>
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<!-- Make buttons on payment order sensitive for extra states -->
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<record id="view_banking_payment_order_form_1" model="ir.ui.view">
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<field name="name">account.payment.order.form.banking-1</field>
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<field name="inherit_id" ref="account_payment.view_payment_order_form" />
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<field name="model">payment.order</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<xpath expr="/form/button[@string='Select Invoices to Pay']"
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position="replace">
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<button name="%(account_payment.wizard_populate_payment)s"
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colspan="2" type="action" states="draft,open"
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string="Select Invoices to Pay"
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/>
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</xpath>
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<xpath expr="/form/group/button[@string='Make Payments']"
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position="replace">
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<button name="launch_wizard" states="open" string="Make Payments" type="object" icon="gtk-execute"/>
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<newline/>
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</xpath>
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</field>
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</record>
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<record id="view_banking_payment_order_tree_1" model="ir.ui.view">
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<field name="name">account.payment.order.tree.banking-1</field>
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<field name="inherit_id" ref="account_payment.view_payment_order_tree" />
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<field name="model">payment.order</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<button string="Make Payments" position="replace">
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<button name="launch_wizard" states="open" string="Make Payments" type="object" icon="gtk-execute"/>
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</button>
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</field>
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</record>
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<!-- Make payment lines import button sensitive for extra states -->
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<record id="view_banking_bank_statement_form_8" model="ir.ui.view">
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<field name="name">account.bank.statement.form.banking-8</field>
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<field name="inherit_id" ref="account_payment.view_bank_statement_form"/>
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<field name="model">account.bank.statement</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<xpath expr="/form/group/button[@string='Import payment lines']"
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position="replace">
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<button name="%(account_payment.wizard_populate_payment)d"
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type="action" states="draft,open"
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string="Import payment lines"
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/>
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</xpath>
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</field>
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</record>
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<!-- Set trigger on IBAN and acc_number fields in res_partner_bank form -->
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<record id="view_partner_bank_account_banking_form_1" model="ir.ui.view">
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<field name="name">res.partner.bank.form.banking-1</field>
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<field name="model">res.partner.bank</field>
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<field name="inherit_id" ref="base_iban.view_partner_bank_iban_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="iban" position="replace">
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<field name="iban" on_change="onchange_iban(iban)" />
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</field>
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</field>
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</record>
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<record id="view_partner_bank_account_banking_form_2" model="ir.ui.view">
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<field name="name">res.partner.bank.form.banking-2</field>
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<field name="model">res.partner.bank</field>
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<field name="inherit_id" ref="base.view_partner_bank_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="acc_number" position="replace">
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<field name="acc_number" on_change="onchange_acc_number(acc_number, partner_id, country_id)"/>
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</field>
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</field>
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</record>
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<!-- Set trigger on IBAN and acc_number field in res_partner form -->
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<record id="view_partner_account_banking_form_1" model="ir.ui.view">
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<field name="name">res.partner.form.banking-1</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base_iban.view_partner_iban_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="iban" position="replace">
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<field name="iban" on_change="onchange_iban(iban)" />
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</field>
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</field>
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</record>
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<record id="view_partner_account_banking_form_2" model="ir.ui.view">
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<field name="name">res.partner.form.banking-2</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="account.view_partner_property_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<xpath expr="/form/notebook/page/field[@name='bank_ids']/form/field[@name='acc_number']" position="replace">
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<field name="acc_number" on_change="onchange_acc_number(acc_number, parent.id, country_id)" />
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</xpath>
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</field>
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</record>
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<record id="view_partner_account_banking_form_3" model="ir.ui.view">
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<field name="name">res.partner.form.banking-3</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="account.view_partner_property_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<xpath expr="/form/notebook/page/field[@name='bank_ids']/tree/field[@name='acc_number']" position="replace">
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<field name="acc_number" on_change="onchange_acc_number(acc_number, parent.id, country_id)" />
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</xpath>
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</field>
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</record>
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<!-- Set trigger on BIC in res_bank form -->
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<record id="view_res_bank_account_banking_form_1" model="ir.ui.view">
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<field name="name">res.bank.form.banking-1</field>
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<field name="model">res.bank</field>
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<field name="inherit_id" ref="base.view_res_bank_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="bic" position="replace">
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<field name="bic" on_change="onchange_bic(bic, name)"/>
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</field>
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</field>
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</record>
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</data>
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</openerp>
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