218 lines
13 KiB
XML
218 lines
13 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
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<odoo>
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<data>
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<!-- Account Audit -->
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<record id="account_audit_kanban_view" model="ir.ui.view">
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<field name="name">account.audit.kanban</field>
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<field name="model">account.return</field>
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<field name="arch" type="xml">
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<kanban js_class="account_return_audit_kanban" action="action_open_audit_return" type="object" can_open="0" on_create="account_reports.action_create_account_audit" options="{'allowed_categories': ['audit']}">
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<field name="state" />
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<t t-name="card" class="o_audit_kanban_record">
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<div class="d-flex flex-column w-100 h-100">
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<div class="d-flex flex-row justify-content-between w-100 px-2 py-2">
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<h5 class="text-truncate" style="width:70%;" t-att-title="record.name.raw_value">
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<field name="name" widget="account_return_name_badge"/>
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</h5>
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<div class="pe-3">
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<field
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widget="account_return_selection_badge"
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name="audit_status"
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options="{
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'ongoing': {'decoration': 'muted'},
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'paused': {'decoration': 'danger'},
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'done': {'decoration': 'success'},
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}"
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/>
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</div>
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</div>
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<div class="d-flex flex-column w-100 h-100 px-2 mt-2 gap-3">
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<div class="w-100">
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<label for="resolved_check_count">Balances</label>
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<field name="audit_balances_count" invisible="1"/>
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<field name="audit_balances_completed_count" class="w-100 audit_return_progressbar" widget="account_audit_progressbar" options="{ 'max_value': 'audit_balances_count'}"/>
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</div>
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<div class="w-100" >
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<label for="resolved_check_count">Checks</label>
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<field name="check_count" invisible="1"/>
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<field name="resolved_check_count" class="w-100 audit_return_progressbar" widget="account_audit_progressbar" options="{ 'max_value': 'check_count'}"/>
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</div>
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</div>
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<div class="d-flex flex-row-reverse w-100 h-25 px-2 mt-2 align-items-center align-self-end">
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<field name="activity_ids" widget="kanban_activity" class="ms-1"/>
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</div>
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</div>
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</t>
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<t t-name="menu" class="py-2">
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<field name="is_completed" invisible="1"/>
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<a class="dropdown-item" type="object" name="action_mark_completed" string="Mark as Completed" invisible="is_completed"/>
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<a class="dropdown-item" type="object" name="action_mark_uncompleted" string="Reset" invisible="not is_completed"/>
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<a class="dropdown-item" type="object" name="action_archive" string="Archive" invisible="state != 'new' or is_completed or not active"/>
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<a class="dropdown-item" type="object" name="action_unarchive" string="Unarchive" invisible="active"/>
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<a class="dropdown-item" type="object" name="action_export_working_files" string="Export"/>
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<a invisible="state != 'new'" class="dropdown-item" type="delete" groups="account.group_account_user">Delete</a>
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</t>
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</kanban>
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</field>
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</record>
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<record id="account_audit_search_view" model="ir.ui.view">
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<field name="name">account.audit.search</field>
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<field name="model">account.return</field>
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<field name="arch" type="xml">
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<search>
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<field name="name"/>
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<field name="date_to"/>
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<field name="date_from"/>
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<field name="date_deadline"/>
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<field name="type_id"/>
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<field name="state"/>
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<field name="date_submission"/>
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<filter name="todo_returns" string="Ongoing" domain="[('audit_status', '=', 'ongoing')]"/>
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<filter name="done_returns" string="Done" domain="[('audit_status', '=', 'done')]"/>
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<filter name="paused_returns" string="Paused" domain="[('audit_status', '=', 'paused')]"/>
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<separator/>
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<filter name="filter_archived" string="Archived" domain="[('active', '=', False)]"/>
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<filter name="groupby_type_id" string="Return Type" context="{'group_by': 'type_id'}"/>
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<separator/>
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<filter invisible="1" string="My Activities" name="filter_activities_my" domain="[('activity_user_id', '=', uid)]"/>
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<separator invisible="1"/>
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<filter invisible="1" string="Late Activities" name="activities_overdue" domain="[('my_activity_date_deadline', '<', 'today')]" help="Show all records whose next activity date is past"/>
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<filter invisible="1" string="Today Activities" name="activities_today" domain="[('my_activity_date_deadline', '=', 'today')]"/>
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<filter invisible="1" string="Future Activities" name="activities_upcoming_all" domain="[('my_activity_date_deadline', '>', 'today')]"/>
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</search>
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</field>
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</record>
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<record id="action_create_account_audit" model="ir.actions.act_window">
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<field name="name">Start an Audit</field>
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<field name="res_model">account.return.creation.wizard</field>
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<field name="view_id" ref="account_reports.return_creation_wizard_form"/>
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<field name="target">new</field>
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<field name="context">{'open_account_return_on_save': True, 'default_category': 'audit'}</field>
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</record>
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<record id="action_view_account_audit" model="ir.actions.act_window">
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<field name="name">Audit</field>
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<field name="res_model">account.return</field>
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<field name="view_mode">kanban,search</field>
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<field name="domain">[('return_type_category', '=', 'audit')]</field>
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<field name="view_id" ref="account_reports.account_audit_kanban_view"/>
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<field name="search_view_id" ref="account_reports.account_audit_search_view"/>
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<field name="context">{'search_default_todo_returns': 1, 'search_default_paused_returns': 1}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new audit working file with dedicated checks and balance reviews to ensure smooth closings.
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</p>
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</field>
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</record>
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<!-- Account Balances -->
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<record id="account_audit_account_balances_list_view" model="ir.ui.view">
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<field name="name">account.audit.account.balances.list</field>
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<field name="model">account.account</field>
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<field name="arch" type="xml">
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<list js_class="account_audit_balance_list" editable="top" create="0" edit="1" multi_edit="1" type="object">
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<field name="audit_balance_show_warning" column_invisible="1"/>
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<field name="audit_previous_balance_show_warning" column_invisible="1"/>
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<field name="code" readonly="1"/>
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<field name="name" readonly="1" string="Name" widget="accountAuditClickableCharField" options="{'onclick': 'action_audit_account'}"/>
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<field name="audit_debit" readonly="1" optional="hide"/>
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<field name="audit_credit" readonly="1" optional="hide"/>
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<field name="audit_balance" readonly="1"/>
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<field name="audit_previous_balance" readonly="1"/>
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<field name="audit_var_n_1" readonly="1"/>
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<field name="audit_var_percentage" widget="percentage" digits="[0,2]" readonly="1"/>
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<field name="last_message" readonly="1" />
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<field
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widget="account_return_selection_badge"
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name="audit_status"
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options="{
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'todo': {'decoration': 'info'},
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'reviewed': {'decoration': 'success'},
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'supervised': {'decoration': 'success'},
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'anomaly': {'decoration': 'danger'},
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}"
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/>
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</list>
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</field>
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</record>
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<record id="account_audit_account_balances_search_view" model="ir.ui.view">
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<field name="name">account.audit.account.balances.search</field>
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<field name="model">account.account</field>
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<field name="arch" type="xml">
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<search>
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<field name="name"/>
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<field name="code"/>
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<field name="audit_debit"/>
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<field name="audit_credit"/>
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<field name="audit_balance"/>
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<field name="audit_previous_balance"/>
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<field name="audit_var_n_1"/>
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<field name="audit_var_percentage"/>
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<field name="account_type"/>
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<filter name="account_with_entries" string="Account with Entries" domain="['|', ('audit_debit', '!=', 0.0), '|', ('audit_credit', '!=', 0.0), ('audit_var_n_1', '!=', 0.0)]"/>
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<filter name="account_inactive" string="Inactive Account" domain="[('active', '=', False)]"/>
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<filter name="groupby_audit_status" string="Account Audit Status" context="{'group_by': 'audit_status'}"/>
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<filter name="groupby_type" string="Account Type" context="{'group_by': 'account_type'}"/>
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<filter name="audit_accounts"
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string="Audit Accounts"
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invisible="not context.get('currency_exhange_difference_account_ids')"
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domain="[('id', 'in', context.get('currency_exhange_difference_account_ids'))]"
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/>
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<searchpanel>
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<field name="audit_status" select="multi" enable_counters="1"/>
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<field name="account_type" select="multi" enable_counters="1"/>
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</searchpanel>
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</search>
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</field>
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</record>
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<record id="action_view_account_balances" model="ir.actions.act_window">
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<field name="name">Balances</field>
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<field name="res_model">account.account</field>
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<field name="view_mode">list</field>
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<field name="view_id" ref="account_reports.account_audit_account_balances_list_view"/>
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<field name="search_view_id" ref="account_reports.account_audit_account_balances_search_view"/>
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<field name="context">{'working_file_id': active_id }</field>
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</record>
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<record id="action_view_account_audit_checks" model="ir.actions.act_window">
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<field name="name">Cycle</field>
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<field name="res_model">account.return.check</field>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="account_reports.account_return_check_kanban_view"/>
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<field name="domain">[['return_id', '=', active_id]]</field>
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<field name="context" eval="{
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'account_return_view_id': ref('account_reports.account_return_kanban_view'),
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'search_default_groupby_cycle': 1,
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'active_model': 'account.return',
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'max_number_opened_groups': 100000,
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}"/>
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</record>
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<record id="account_audit_embedded_action_account_balances_view" model="ir.embedded.actions">
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<field name="parent_res_model">account.return</field>
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<field name="parent_action_id" ref="account_reports.action_view_account_audit_checks"/>
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<field name="sequence">10</field>
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<field name="name">Balances</field>
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<field name="context" eval="False"/>
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<field name="action_id" ref="account_reports.action_view_account_balances"/>
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</record>
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<record id="account_audit_embedded_action_cycles_view" model="ir.embedded.actions">
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<field name="parent_res_model">account.return</field>
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<field name="parent_action_id" ref="account_reports.action_view_account_balances"/>
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<field name="sequence">10</field>
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<field name="name">Cycle</field>
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<field name="context" eval="False"/>
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<field name="python_method">action_open_audit_return</field>
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</record>
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</data>
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</odoo>
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