account-financial-reporting/partner_statement/wizard/statement_wizard.xml

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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2018 ForgeFlow, S.L. (https://www.forgeflow.com)
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<flectra>
<!-- wizard action on res.partner -->
<record id="activity_statement_wizard_action" model="ir.actions.act_window">
<field name="name">Partner Activity Statement</field>
<field name="binding_model_id" ref="base.model_res_partner" />
<field name="res_model">activity.statement.wizard</field>
<field name="view_mode">form</field>
<field
name="groups_id"
eval="[(4, ref('partner_statement.group_activity_statement'))]"
/>
<field name="target">new</field>
</record>
<record id="outstanding_statement_wizard_action" model="ir.actions.act_window">
<field name="name">Partner Outstanding Statement</field>
<field name="binding_model_id" ref="base.model_res_partner" />
<field name="res_model">outstanding.statement.wizard</field>
<field name="view_mode">form</field>
<field
name="groups_id"
eval="[(4, ref('partner_statement.group_outstanding_statement'))]"
/>
<field name="target">new</field>
</record>
<record
id="detailed_activity_statement_wizard_action"
model="ir.actions.act_window"
>
<field name="name">Partner Detailed Activity Statement</field>
<field name="binding_model_id" ref="base.model_res_partner" />
<field name="res_model">detailed.activity.statement.wizard</field>
<field name="view_mode">form</field>
<field
name="groups_id"
eval="[(4, ref('partner_statement.group_activity_statement'))]"
/>
<field name="target">new</field>
</record>
<!-- wizard view -->
<record id="statement_common_view" model="ir.ui.view">
<field name="name">Statement Common Wizard View</field>
<field name="model">statement.common.wizard</field>
<field name="arch" type="xml">
<form name="Report Options">
<div style="text-align:justify" name="info">
<span
class="o_form_label"
>Aging details can be shown in the report, expressed in
aging
buckets, so the partner can review how much is open, due or overdue.
</span>
</div>
<hr />
<group>
<group name="main_info">
<field
name="company_id"
options="{'no_create': True}"
groups="base.group_multi_company"
/>
<label for="account_type" />
<field name="account_type" nolabel="1" widget="radio" />
</group>
<group name="aging_report">
<field name="show_aging_buckets" />
<field name="aging_type" />
</group>
</group>
<group>
<group name="dates">
<field name="date_end" />
</group>
<group name="multiple_partners">
<field name="number_partner_ids" readonly="1" invisible="1" />
<field
name="filter_partners_non_due"
invisible="number_partner_ids == 1"
/>
<field
name="filter_negative_balances"
invisible="number_partner_ids == 1"
/>
</group>
</group>
<footer>
<button
name="button_export_html"
string="View"
type="object"
default_focus="1"
class="oe_highlight"
/> or <button
name="button_export_pdf"
string="Export PDF"
type="object"
/> or <button
name="button_export_xlsx"
string="Export XLSX"
type="object"
/> or <button string="Cancel" class="oe_link" special="cancel" />
</footer>
</form>
</field>
</record>
<record id="outstanding_statement_wizard_view" model="ir.ui.view">
<field name="name">Outstanding Statement Wizard</field>
<field name="model">outstanding.statement.wizard</field>
<field name="inherit_id" ref="partner_statement.statement_common_view" />
<field name="mode">primary</field>
<field name="arch" type="xml">
<xpath expr="//div[@name='info']/span" position="before">
<span
class="o_form_label"
>The outstanding statement provides details of all partner's
outstanding
receivables and payables up to a particular date. This includes all unpaid
invoices, unclaimed
refunds and outstanding payments. The list is displayed in chronological order
and is
split by currencies.
</span>
<br />
<br />
</xpath>
</field>
</record>
<record id="activity_statement_wizard_view" model="ir.ui.view">
<field name="name">Activity Statement Wizard</field>
<field name="model">activity.statement.wizard</field>
<field name="inherit_id" ref="partner_statement.statement_common_view" />
<field name="mode">primary</field>
<field name="arch" type="xml">
<xpath expr="//div[@name='info']/span" position="before">
<span
class="o_form_label"
>The activity statement provides details of all activity on
a partner's receivables and payables between two selected dates. This includes
all invoices,
refunds and payments. Any outstanding balance dated prior to the chosen
statement
period will appear as a forward balance at the top of the statement. The list is
displayed in chronological order and is split by currencies.
</span>
<br />
<br />
</xpath>
<xpath expr="//field[@name='date_end']" position="before">
<field name="date_start" />
</xpath>
</field>
</record>
<record id="detailed_activity_statement_wizard_view" model="ir.ui.view">
<field name="name">Detailed Activity Statement Wizard</field>
<field name="model">detailed.activity.statement.wizard</field>
<field name="inherit_id" ref="partner_statement.statement_common_view" />
<field name="mode">primary</field>
<field name="arch" type="xml">
<xpath expr="//div[@name='info']/span" position="before">
<span
class="o_form_label"
>The detailed activity statement is an extension of the
activity statement, and intends to explain the transactions
that have happened during the period, also providing with a Prior Balance
section and an Ending Balance section.
</span>
<br />
<br />
</xpath>
<xpath expr="//field[@name='date_end']" position="before">
<field name="date_start" />
</xpath>
</field>
</record>
</flectra>