bank-payment/account_banking_mandate/views/account_banking_mandate_view.xml

<?xml version="1.0" encoding="utf-8" ?>
<!--
  Copyright 2013-2020 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
  License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
-->
<flectra>
    <record id="view_mandate_form" model="ir.ui.view">
        <field name="name">view.mandate.form</field>
        <field name="model">account.banking.mandate</field>
        <field name="arch" type="xml">
            <form string="Banking Mandate">
                <header>
                    <button
                        name="validate"
                        type="object"
                        string="Validate"
                        class="btn-primary"
                        invisible="context.get('mandate_bank_partner_view') or state != 'draft'"
                        groups="account_payment_order.group_account_payment"
                    />
                    <button
                        name="cancel"
                        type="object"
                        string="Cancel"
                        confirm="Are you sure you want to cancel this mandate?"
                        invisible="context.get('mandate_bank_partner_view') or state not in ('draft', 'valid')"
                        groups="account_payment_order.group_account_payment"
                    />
                    <button
                        name="back2draft"
                        type="object"
                        string="Back to Draft"
                        groups="account_payment_order.group_account_payment"
                        confirm="You should set a mandate back to draft only if you cancelled it by mistake. Do you want to continue?"
                        invisible="context.get('mandate_bank_partner_view') or state != 'cancel'"
                    />
                    <field
                        name="state"
                        widget="statusbar"
                        statusbar_visible="draft,valid,expired"
                    />
                </header>
                <sheet>
                    <div class="oe_button_box" name="button_box" />
                    <div class="oe_title">
                        <h1>
                            <field
                                name="unique_mandate_reference"
                                class="oe_inline"
                                readonly="id"
                            />
                        </h1>
                    </div>
                    <group name="main">
                        <field name="company_id" groups="base.group_multi_company" />
                        <field name="company_id" invisible="1" />
                        <field name="format" string="Format" />
                        <field name="type" string="Type" />
                        <field
                            name="partner_bank_id"
                            options="{'create_name_field': 'acc_number'}"
                            invisible="context.get('mandate_bank_partner_view')"
                        />
                        <field
                            name="partner_id"
                            invisible="context.get('mandate_bank_partner_view')"
                            readonly="True"
                        />
                        <field
                            name="signature_date"
                            options="{'datepicker': {'warn_future': true}}"
                        />
                        <field name="scan" />
                        <field name="last_debit_date" />
                    </group>
                </sheet>
                <div class="oe_chatter">
                    <field name="message_follower_ids" widget="mail_followers" />
                    <field name="activity_ids" widget="mail_activity" />
                    <field name="message_ids" widget="mail_thread" />
                </div>
            </form>
        </field>
    </record>
    <record id="views_mandate_form_buttons" model="ir.ui.view">
        <field name="name">view.mandate.form.buttons</field>
        <field name="model">account.banking.mandate</field>
        <field name="inherit_id" ref="account_banking_mandate.view_mandate_form" />
        <field name="arch" type="xml">
            <div name="button_box" position="inside">
                <button
                    name="show_payment_lines"
                    help="Payment lines"
                    class="oe_stat_button"
                    icon="fa-list"
                    type="object"
                    groups="account_payment_order.group_account_payment"
                >
                    <field
                        name="payment_line_ids_count"
                        widget="statinfo"
                        string="Payment lines"
                    />
                </button>
            </div>
        </field>
    </record>
    <record id="view_mandate_tree" model="ir.ui.view">
        <field name="name">view.mandate.tree</field>
        <field name="model">account.banking.mandate</field>
        <field name="arch" type="xml">
            <tree>
                <field name="id" invisible="1" />
                <field name="unique_mandate_reference" string="Reference" />
                <field
                    name="partner_id"
                    invisible="context.get('mandate_bank_partner_view')"
                />
                <field
                    name="format"
                    string="Format"
                    widget="badge"
                    decoration-muted="format == 'basic'"
                />
                <field
                    name="type"
                    string="Type"
                    widget="badge"
                    decoration-muted="type == 'generic'"
                />
                <field name="signature_date" string="Signature Date" />
                <field name="last_debit_date" />
                <field name="company_id" groups="base.group_multi_company" />
                <button
                    name="validate"
                    type="object"
                    icon="fa-check"
                    string="Validate"
                    groups="account_payment_order.group_account_payment"
                    invisible="not id or state != 'draft'"
                />
                <!-- Removed cancel button in tree view. Too dangerous.
                    'confirm' attribute doesn't work in tree view. -->
                <button
                    name="back2draft"
                    type="object"
                    icon="fa-undo"
                    string="Draft"
                    groups="account_payment_order.group_account_payment"
                    invisible="not id or state != 'cancel'"
                />
                <field
                    name="state"
                    widget="badge"
                    decoration-info="state == 'draft'"
                    decoration-success="state == 'valid'"
                    decoration-muted="state == 'cancel'"
                    decoration-warning="state == 'expired'"
                />
            </tree>
        </field>
    </record>
    <record id="view_mandate_search" model="ir.ui.view">
        <field name="name">view.mandate.search</field>
        <field name="model">account.banking.mandate</field>
        <field name="arch" type="xml">
            <search string="Search Banking Mandates">
                <field
                    name="unique_mandate_reference"
                    string="Reference or Partner"
                    filter_domain="['|', ('unique_mandate_reference', 'ilike', self), ('partner_id', 'ilike', self)]"
                />
                <field name="partner_id" />
                <filter
                    name="draft"
                    string="Draft"
                    domain="[('state', '=', 'draft')]"
                />
                <filter
                    name="valid"
                    string="Valid"
                    domain="[('state', '=', 'valid')]"
                />
                <filter
                    name="expired"
                    string="Expired"
                    domain="[('state', '=', 'expired')]"
                />
                <filter
                    name="cancel"
                    string="Cancelled"
                    domain="[('state', '=', 'cancel')]"
                />
                <group string="Group By" name="groupby">
                    <filter
                        name="state_groupby"
                        string="State"
                        context="{'group_by': 'state'}"
                    />
                    <filter
                        name="signature_date_groupby"
                        string="Signature Date"
                        context="{'group_by': 'signature_date'}"
                    />
                    <filter
                        name="partner_groupby"
                        string="Partner"
                        context="{'group_by': 'partner_id'}"
                    />

                </group>
            </search>
        </field>
    </record>
    <record id="mandate_action" model="ir.actions.act_window">
        <field name="name">Banking 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 Banking Mandate.
        </p>
            <p>
        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.
        </p>
        </field>
    </record>
    <menuitem
        id="mandate_menu"
        parent="account.menu_finance_receivables"
        action="mandate_action"
        sequence="50"
    />
</flectra>