mirror of
https://github.com/bringout/oca-ocb-accounting.git
synced 2026-04-24 05:02:01 +02:00
19.0 vanilla
This commit is contained in:
Ernad Husremovic
parent
ba20ce7443
commit
768b70e05e
2357 changed files with 1057103 additions and 712486 deletions
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@ -3,365 +3,385 @@
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<field name="name">account.journal.dashboard.kanban</field>
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<field name="model">account.journal</field>
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<field name="arch" type="xml">
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<kanban create="false" class="oe_background_grey o_kanban_dashboard o_account_kanban" banner_route="/account/account_dashboard_onboarding" js_class="account_dashboard_kanban">
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<kanban can_open="0" highlight_color="color" class="o_account_kanban" js_class="account_dashboard_kanban">
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<field name="id"/>
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<field name="name"/>
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<field name="type"/>
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<field name="color"/>
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<field name="show_on_dashboard"/>
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<field name="kanban_dashboard"/>
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<field name="has_entries"/>
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<field name="has_posted_entries"/>
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<field name="activity_ids"/>
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<field name="activity_state"/>
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<field name="alias_domain"/>
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<field name="alias_domain_id"/>
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<field name="bank_account_id"/>
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<field name="show_fetch_in_einvoices_button"/>
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<field name="show_refresh_out_einvoices_status_button"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="d-flex flex-column flex-fill">
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<t t-value="JSON.parse(record.kanban_dashboard.raw_value)" t-set="dashboard"/>
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<t t-value="record.type.raw_value" t-set="journal_type"/>
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<t t-call="JournalTop"/>
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<div t-att-class="'container o_kanban_card_content' + (dashboard.is_sample_data ? ' o_sample_data' : '')">
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<div class="row">
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<t t-if="(journal_type == 'bank' || journal_type == 'cash')" t-call="JournalBodyBankCash"/>
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<t t-if="journal_type == 'sale' || journal_type == 'purchase'" t-call="JournalBodySalePurchase"/>
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<t t-if="journal_type == 'general'" t-call="JournalMiscelaneous"/>
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<div class="col-12 col-sm-5 mb-3 mb-sm-0 o_kanban_primary_left"/>
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<div class="col-12 col-sm-7 o_kanban_primary_right">
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<t t-call="HasSequenceHoles"/>
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</div>
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</div>
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<div class="row mt-auto">
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<t t-if="['bank', 'cash', 'sale', 'purchase'].includes(journal_type)" t-call="JournalBodyGraph"/>
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</div>
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<t t-name="card">
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<t t-value="JSON.parse(record.kanban_dashboard.raw_value)" t-set="dashboard"/>
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<t t-value="record.type.raw_value" t-set="journal_type"/>
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<t t-value="!record.has_entries.raw_value" t-set="journal_is_empty"/>
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<t t-set="bank_unconfigured" t-value="(journal_type == 'bank' or journal_type == 'credit')
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and ['undefined', 'online_sync'].includes(dashboard.bank_statements_source)
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and journal_is_empty"/>
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<t t-call="JournalTop"/>
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<div t-att-class="'mt-3 p-0 container-fluid' + (dashboard.is_sample_data ? ' o_sample_data' : '')">
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<div class="row">
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<t t-if="journal_type == 'bank' || journal_type == 'credit'" t-call="JournalBodyBank"/>
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<t t-if="journal_type == 'cash'" t-call="JournalBodyBankCash"/>
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<t t-if="journal_type == 'sale' || journal_type == 'purchase'" t-call="JournalBodySalePurchase"/>
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<t t-if="journal_type == 'general'" t-call="JournalMiscelaneous"/>
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</div>
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<div class="container o_kanban_card_manage_pane dropdown-menu" role="menu">
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<t t-call="JournalManage"/>
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<div class="row mt-auto">
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<t t-if="['bank', 'cash', 'credit', 'sale'].includes(journal_type)
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and !bank_unconfigured
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or (journal_type == 'purchase' and !journal_is_empty)"
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t-call="JournalBodyGraph"/>
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</div>
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</div>
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</t>
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<t t-name="JournalTop">
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<div t-attf-class="o_kanban_card_header">
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<div class="o_kanban_card_header_title">
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<div class="o_primary">
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<a type="object" name="open_action"><field name="name"/></a>
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<t t-if="dashboard.company_count > 1">
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<span groups="base.group_multi_company" class="small">- <field name="company_id"/></span>
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</t>
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<span class="d-flex d-flew-row align-items-baseline">
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<a class="fs-4 fw-bold" type="object" name="open_action" context="{'show_fetch_in_einvoices_button': show_fetch_in_einvoices_button, 'show_refresh_out_einvoices_status_button': show_refresh_out_einvoices_status_button}"><field name="name"/></a>
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<t t-if="dashboard.show_company" groups="base.group_multi_company" >
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<span class="small fw-bold ms-1"> - <field name="company_id"/></span>
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</t>
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</span>
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<div t-att-title="dashboard.title" t-if="journal_type == 'purchase' && record.alias_domain_id.raw_value && !journal_is_empty">
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<field name="alias_id"/>
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</div>
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<t t-if="journal_is_empty" name="empty_journal_helper">
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<span class="text-muted" t-if="journal_type == 'sale'">Get Paid online. Send electronic invoices.</span>
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<span class="text-muted" t-if="journal_type == 'purchase'">Let artificial intelligence scan your bill. Pay easily.</span>
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<span class="text-muted" t-if="journal_type == 'bank'">Connect your bank. Match invoices automatically.</span>
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</t>
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</t>
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<t t-name="menu">
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<t t-value="JSON.parse(record.kanban_dashboard.raw_value)" t-set="dashboard"/>
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<t t-value="record.type.raw_value" t-set="journal_type"/>
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<div class="container">
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<!-- For bank, cash and credit -->
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<div t-if="journal_type == 'bank' || journal_type == 'cash' || journal_type == 'credit'" class="row" id="bank_and_cash_container">
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<div class="col-4">
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<h5 id="card_action_view_menus" class="o_kanban_card_manage_title">
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<span role="separator">View</span>
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</h5>
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<div id="action_card_statements">
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<a t-if="journal_type == 'bank'" role="menuitem" type="object" name="open_action_with_context" context="{'action_name': 'action_bank_statement_tree', 'search_default_journal': True}">Statements</a>
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<a t-if="journal_type == 'credit'" role="menuitem" type="object" name="open_action_with_context" context="{'action_name': 'action_credit_statement_tree', 'search_default_journal': True}">Statements</a>
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<a t-if="journal_type == 'cash'" role="menuitem" type="object" name="open_action_with_context" context="{'action_name': 'action_view_bank_statement_tree', 'search_default_journal': True}">Cash Registers</a>
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</div>
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<div>
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<a role="menuitem" type="object" name="open_payments_action">Payments</a>
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</div>
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</div>
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<div class="o_secondary" t-att-title="dashboard.title" t-if="journal_type == 'purchase' && record.alias_domain.raw_value">
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<field name="alias_id"/>
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<div class="col-4" groups="account.group_account_basic" name="kanban_manage_new">
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<h5 class="o_kanban_card_manage_title">
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<span role="separator">New</span>
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</h5>
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<div name="bank_customer_payment">
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<a role="menuitem" type="object" name="create_customer_payment">Customer Payment</a>
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</div>
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<div>
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<a role="menuitem" type="object" name="create_supplier_payment">Vendor Payment</a>
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</div>
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</div>
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<div class="col-4" groups="account.group_account_basic" name="kanban_manage_reconciliation">
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<h5 class="o_kanban_card_manage_title">
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<span role="separator">Reconciliation</span>
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</h5>
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<div name="action_card_reconciliation">
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<a type="action" name="%(account.action_account_reconcile_model)d">Models</a>
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</div>
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</div>
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</div>
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<!-- For purchase and sale -->
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<div t-if="journal_type == 'purchase' || journal_type == 'sale'" class="row">
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<div class="col-4">
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<h5 class="o_kanban_card_manage_title">
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<span>View</span>
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</h5>
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<div>
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<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'action_name': 'action_move_out_invoice_type'}">Invoices</a>
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<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'action_name': 'action_move_in_invoice_type'}">Bills</a>
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</div>
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<div id="sale_purchase_refund">
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<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'action_name': 'action_move_out_refund_type_non_legacy'}">Credit Notes</a>
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<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'action_name': 'action_move_in_refund_type'}">Refund</a>
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</div>
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<div>
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<a type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}" groups="account.group_account_user">Journal Items</a>
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</div>
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</div>
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<div class="col-4" groups="account.group_account_invoice" name="kanban_manage_new">
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<h5 class="o_kanban_card_manage_title">
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<span>New</span>
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</h5>
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<div>
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<a type="object" name="action_create_new">
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<span t-if="journal_type == 'sale'">Invoice</span>
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<span t-if="journal_type == 'purchase'">Bill</span>
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</a>
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</div>
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<div>
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<a type="object" name="action_create_new" context="{'refund':True}">
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<span t-if="journal_type == 'sale'">Credit Note</span>
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<span t-if="journal_type == 'purchase'">Refund</span>
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</a>
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</div>
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<div t-if="journal_type == 'sale'">
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<widget name="account_file_uploader" title="Upload Invoices" btnClass="file_upload_kanban_action_a"/>
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</div>
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</div>
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<div class="col-4" name="kanban_manage_reports">
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<h5 class="o_kanban_card_manage_title">
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<span>Reporting</span>
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</h5>
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<div>
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<a t-if="journal_type == 'sale'" type="action" name="%(action_account_invoice_report_all)d" groups="account.group_account_readonly">Invoices Analysis</a>
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<a t-if="journal_type == 'purchase'" type="action" name="%(action_account_invoice_report_all_supp)d" groups="account.group_account_readonly">Bills Analysis</a>
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</div>
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</div>
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</div>
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<div class="o_kanban_manage_button_section">
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<a class="o_kanban_manage_toggle_button" href="#"><i class="fa fa-ellipsis-v" aria-label="Selection" role="img" title="Selection"/></a>
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<!-- For general and situation -->
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<div t-if="journal_type == 'general' || journal_type == 'situation'" class="row" groups="account.group_account_readonly">
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<div class="col-4">
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<h5 class="o_kanban_card_manage_title">
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<span>View</span>
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</h5>
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<div>
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<a type="object" name="open_action" context="{'action_name': 'action_move_journal_line'}">Journal Entries</a>
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</div>
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<div>
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<a type="object" name="open_action" context="{'action_name': 'action_move_journal_line', 'search_default_unposted': 1}">Entries to Review</a>
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</div>
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<div>
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<a type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}" groups="base.group_no_one">Journal Items</a>
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</div>
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</div>
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<div class="col-4" groups="account.group_account_user" name="kanban_manage_new">
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<h5 class="o_kanban_card_manage_title">
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<span>New</span>
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</h5>
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<div>
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<a type="object" name="action_create_new">Journal Entry</a>
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</div>
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</div>
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<div class="col-4 o_kanban_manage_operations" groups="account.group_account_user">
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<h5 class="o_kanban_card_manage_title">
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<span>Operations</span>
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</h5>
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<div>
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<a type="object" name="action_post_all_entries">Post All Entries</a>
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</div>
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</div>
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</div>
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<div t-if="widget.editable" class="o_kanban_card_manage_settings row">
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<field class="col-8" name="color" widget="kanban_color_picker"/>
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</div>
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<div groups="account.group_account_manager" class="row o_kanban_card_manage_settings">
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<field name="show_on_dashboard" widget="boolean_favorite" class="col-6"/>
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<div class="col-6 text-end">
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<a class="dropdown-item" t-if="widget.editable" type="open">Configuration</a>
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</div>
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</div>
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</div>
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</t>
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<t t-name="HasSequenceHoles">
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<a t-if="dashboard.has_sequence_holes"
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name="show_sequence_holes"
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type="object"
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class="text-warning"
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title="Gaps due to canceled invoices, deleted entries or manual errors in open period.">
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Gaps in the sequence
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</a>
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</t>
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<t t-name="JournalManage">
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<!-- For bank and cash -->
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<div t-if="journal_type == 'bank' || journal_type == 'cash'" class="row">
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<div class="col-4 o_kanban_card_manage_section o_kanban_manage_view">
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<div id="card_action_view_menus" class="o_kanban_card_manage_title">
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<span role="separator">View</span>
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</div>
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<div id="action_card_statements">
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<a t-if="journal_type == 'bank'" role="menuitem" type="object" name="open_action_with_context" context="{'action_name': 'action_bank_statement_tree', 'search_default_journal': True}">Statements</a>
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<a t-if="journal_type == 'cash'" role="menuitem" type="object" name="open_action_with_context" context="{'action_name': 'action_view_bank_statement_tree', 'search_default_journal': True}">Statements</a>
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</div>
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<div>
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<a role="menuitem" type="object" name="open_collect_money">Cust. Payments</a>
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</div>
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<div>
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<a role="menuitem" type="object" name="open_spend_money">Vendor Payments</a>
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</div>
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<div>
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<a role="menuitem" type="object" name="open_transfer_money">Internal Transfers</a>
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</div>
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<div>
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<a role="menuitem" type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}">Journal Items</a>
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</div>
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</div>
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<div class="col-4 o_kanban_card_manage_section o_kanban_manage_new" groups="account.group_account_user">
|
||||
<div class="o_kanban_card_manage_title">
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<span role="separator">New</span>
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</div>
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||||
<div name="bank_customer_payment">
|
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<a role="menuitem" type="object" name="create_customer_payment">Cust. Payment</a>
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||||
</div>
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<div>
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<a role="menuitem" type="object" name="create_supplier_payment">Vendor Payment</a>
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||||
</div>
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||||
<div>
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||||
<a role="menuitem" type="object" name="create_internal_transfer">Internal Transfer</a>
|
||||
</div>
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||||
</div>
|
||||
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||||
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_reconciliation">
|
||||
<div class="o_kanban_card_manage_title">
|
||||
<span role="separator">Reconciliation</span>
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||||
</div>
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||||
<div>
|
||||
<a role="menuitem" type="object" name="open_action_with_context" context="{'action_name': 'action_account_reconcile_model', 'use_domain': ['|', ('match_journal_ids', '=', False), ('match_journal_ids', 'in', active_id)]}" groups="account.group_account_manager">Reconciliation Models</a>
|
||||
</div>
|
||||
</div>
|
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<t t-name="JournalChecks">
|
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<div class="row" t-if="dashboard.has_unhashed_entries">
|
||||
<a name="show_unhashed_entries" type="object" class="text-warning">
|
||||
Unhashed entries
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<!-- For purchase and sale -->
|
||||
<div t-if="journal_type == 'purchase' || journal_type == 'sale'" class="row">
|
||||
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_view">
|
||||
<div class="o_kanban_card_manage_title">
|
||||
<span>View</span>
|
||||
</div>
|
||||
<div>
|
||||
<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'action_name': 'action_move_out_invoice_type'}">Invoices</a>
|
||||
<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'action_name': 'action_move_in_invoice_type'}">Bills</a>
|
||||
</div>
|
||||
<div id="sale_purchase_refund">
|
||||
<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'action_name': 'action_move_out_refund_type'}">Credit Notes</a>
|
||||
<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'action_name': 'action_move_in_refund_type'}">Refund</a>
|
||||
</div>
|
||||
<div>
|
||||
<a type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}" groups="base.group_no_one">Journal Items</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_new" groups="account.group_account_invoice">
|
||||
<div class="o_kanban_card_manage_title">
|
||||
<span>New</span>
|
||||
</div>
|
||||
<div>
|
||||
<a type="object" name="action_create_new">
|
||||
<span t-if="journal_type == 'sale'">Invoice</span>
|
||||
<span t-if="journal_type == 'purchase'">Bill</span>
|
||||
</a>
|
||||
</div>
|
||||
<div>
|
||||
<a type="object" name="action_create_new" context="{'refund':True}">
|
||||
<span t-if="journal_type == 'sale'">Credit Note</span>
|
||||
<span t-if="journal_type == 'purchase'">Refund</span>
|
||||
</a>
|
||||
</div>
|
||||
<div t-if="journal_type == 'sale'">
|
||||
<widget name="account_file_uploader" title="Upload Invoices" btnClass="file_upload_kanban_action_a"/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_reports">
|
||||
<div class="o_kanban_card_manage_title">
|
||||
<span>Reporting</span>
|
||||
</div>
|
||||
<div>
|
||||
<a t-if="journal_type == 'sale'" type="action" name="%(action_account_invoice_report_all)d" groups="account.group_account_readonly">Invoices Analysis</a>
|
||||
<a t-if="journal_type == 'purchase'" type="action" name="%(action_account_invoice_report_all_supp)d" groups="account.group_account_readonly">Bills Analysis</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- For general and situation -->
|
||||
<div t-if="journal_type == 'general' || journal_type == 'situation'" class="row">
|
||||
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_view">
|
||||
<div class="o_kanban_card_manage_title">
|
||||
<span>View</span>
|
||||
</div>
|
||||
<div>
|
||||
<a type="object" name="open_action" context="{'action_name': 'action_move_journal_line'}">Journal Entries</a>
|
||||
</div>
|
||||
<div>
|
||||
<a type="object" name="open_action" context="{'action_name': 'action_move_journal_line', 'search_default_unposted': 1}">Entries to Review</a>
|
||||
</div>
|
||||
<div>
|
||||
<a type="object" name="open_action" context="{'action_name': 'action_account_moves_all_a'}" groups="base.group_no_one">Journal Items</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_new" groups="account.group_account_user">
|
||||
<div class="o_kanban_card_manage_title">
|
||||
<span>New</span>
|
||||
</div>
|
||||
<div>
|
||||
<a type="object" name="action_create_new">Journal Entry</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_operations">
|
||||
<div class="o_kanban_card_manage_title">
|
||||
<span>Operations</span>
|
||||
</div>
|
||||
<div>
|
||||
<a type="object" name="open_action_with_context" context="{'action_name': 'action_validate_account_move', 'search_default_journal': True}" groups="account.group_account_user">Post All Entries</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div t-if="widget.editable" class="o_kanban_card_manage_settings row">
|
||||
<div class="col-8">
|
||||
<ul class="oe_kanban_colorpicker" data-field="color"/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div groups="account.group_account_manager" class="row o_kanban_card_manage_settings">
|
||||
<div class="col-6 position-relative">
|
||||
<field name="show_on_dashboard" widget="boolean_favorite" />
|
||||
</div>
|
||||
<div class="col-6 text-end mt-1">
|
||||
<a class="dropdown-item" t-if="widget.editable" type="edit">Configuration</a>
|
||||
</div>
|
||||
<div class="row" t-if="dashboard.has_sequence_holes">
|
||||
<a name="show_sequence_holes" type="object" class="text-warning" t-att-title="dashboard.title_has_sequence_holes">
|
||||
Irregular Sequences
|
||||
</a>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
<t t-name="JournalMiscelaneous">
|
||||
<div class="col-12 col-sm-4 mb-3 mb-sm-0 o_kanban_primary_left">
|
||||
<button id="new_misc_entry_button" type="object" name="action_create_new" class="btn btn-primary" groups="account.group_account_invoice">
|
||||
<span>New Entry</span>
|
||||
<div id="dashboard_misc_left" class="col mb-3 mb-sm-0">
|
||||
<button id="new_misc_entry_button" type="object" name="action_create_new" class="btn btn-primary float-start me-1" groups="account.group_account_user">
|
||||
New
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-12 col-sm-8 o_kanban_primary_right">
|
||||
<field name="json_activity_data" widget="kanban_vat_activity"/>
|
||||
<t t-if="dashboard.number_to_check > 0">
|
||||
<div class="row">
|
||||
<div id="dashboard_general_right" class="col-auto">
|
||||
<t t-if="dashboard.number_draft > 0">
|
||||
<div class="row" groups="account.group_account_user">
|
||||
<div class="col overflow-hidden text-start">
|
||||
<a type="object" name="open_action" context="{'action_name': 'action_move_journal_line', 'search_default_to_check': True}"><t t-esc="dashboard.number_to_check"/> to check</a>
|
||||
</div>
|
||||
<div class="col-auto text-end">
|
||||
<span class="o_kanban_monetary"><t t-esc="dashboard.to_check_balance"/></span>
|
||||
<a type="object" name="open_action" context="{'search_default_no_auto_post': 1, 'search_default_posted': 0, 'search_default_unposted': 1}"><t t-out="dashboard.number_draft"/> To Validate</a>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
<t t-call="JournalChecks"/>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
<t t-name="JournalBodyBank">
|
||||
<t t-call="JournalBodyBankCash" t-name="bank_configuration_placeholder"/>
|
||||
</t>
|
||||
|
||||
<t t-name="JournalBodyBankCash">
|
||||
<!-- On the left, display :
|
||||
- A button corresponding to the bank_statements_source, if it wasn't configured, a button for each of them
|
||||
- If there are statements to reconcile, a link to reconcile them -->
|
||||
<div id="dashboard_bank_cash_left" class="col-12 col-sm-5 mb-3 mb-sm-0 o_kanban_primary_left">
|
||||
<t t-if="journal_type == 'bank'">
|
||||
<t t-if="dashboard.bank_statements_source == 'undefined'">
|
||||
<a t-if="dashboard.number_to_reconcile > 0" name="action_configure_bank_journal" type="object" class="oe_inline" groups="account.group_account_invoice">Connect</a>
|
||||
<button t-if="dashboard.number_to_reconcile == 0" name="action_configure_bank_journal" type="object" class="btn btn-primary" groups="account.group_account_invoice">Connect</button>
|
||||
</t>
|
||||
<div name="bank_journal_cta" class="mt-3 mt-sm-0"/>
|
||||
</t>
|
||||
<t t-if="journal_type == 'cash'">
|
||||
<a t-if="dashboard.number_to_reconcile > 0" type="object" name="create_cash_statement" class="oe_inline" groups="account.group_account_invoice">New Transaction</a>
|
||||
<button t-if="dashboard.number_to_reconcile == 0" type="object" name="create_cash_statement" class="btn btn-primary" groups="account.group_account_invoice">New Transaction</button>
|
||||
</t>
|
||||
<div id="dashboard_bank_cash_left" class="col mb-3 mb-sm-0 o_kanban_primary_left">
|
||||
<div name="bank_cash_buttons" class="d-flex gap-1">
|
||||
<t t-set="bank_requires_setup" t-value="!record.bank_account_id.raw_value and ['undefined', 'online_sync'].includes(dashboard.bank_statements_source)"/>
|
||||
<button t-if="journal_type == 'bank' and bank_requires_setup" name="action_configure_bank_journal" type="object" class="btn btn-primary" groups="account.group_account_basic">Bank Setup</button>
|
||||
<button id="all_transactions_btn" type="object" name="open_action" class="btn btn-primary">Transactions</button>
|
||||
</div>
|
||||
</div>
|
||||
<!-- On the right, show other common informations/actions -->
|
||||
<div id="dashboard_bank_cash_right" class="col-12 col-sm-7 o_kanban_primary_right">
|
||||
<div id="dashboard_bank_cash_right" class="col-auto" name="kanban_primary_right">
|
||||
<div class="row" t-if="dashboard.nb_lines_bank_account_balance > 0">
|
||||
<div id="dashboard_bank_cash_balance" class="col overflow-hidden text-start">
|
||||
<span>Running Balance</span>
|
||||
<span>Balance</span>
|
||||
</div>
|
||||
<div class="col-auto text-end">
|
||||
<span class="o_kanban_monetary"><t t-esc="dashboard.account_balance"/></span>
|
||||
<span dir="ltr"><t t-out="dashboard.account_balance"/></span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row" t-if="dashboard.nb_lines_outstanding_pay_account_balance > 0">
|
||||
<div id="dashboard_bank_cash_outstanding_balance" class="col overflow-hidden text-start">
|
||||
<span title="Outstanding Payments/Receipts">Outstanding Payments/Receipts</span>
|
||||
</div>
|
||||
<div class="col-auto text-end">
|
||||
<span class="o_kanban_monetary"><t t-esc="dashboard.outstanding_pay_account_balance"/></span>
|
||||
</div>
|
||||
</div>
|
||||
<t t-if="dashboard.has_at_least_one_statement and dashboard.account_balance != dashboard.last_balance">
|
||||
<t t-if="dashboard.has_at_least_one_statement and dashboard.account_balance != dashboard.last_balance and dashboard.last_statement_visible">
|
||||
<div class="row" name="latest_statement">
|
||||
<div class="col overflow-hidden text-start">
|
||||
<span title="Latest Statement">Latest Statement</span>
|
||||
<span title="Latest Statement">Last Statement</span>
|
||||
</div>
|
||||
<div class="col-auto text-end">
|
||||
<span class="o_kanban_monetary"><t t-esc="dashboard.last_balance"/></span>
|
||||
<span dir="ltr"><t t-out="dashboard.last_balance"/></span>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
<div class="row" t-if="dashboard.nb_lines_outstanding_pay_account_balance > 0">
|
||||
<div id="dashboard_bank_cash_outstanding_balance" class="col overflow-hidden text-start">
|
||||
<a
|
||||
type="action"
|
||||
name="%(account.action_account_all_payments)d"
|
||||
context="{'search_default_unmatched': True, 'search_default_journal_id': id, 'search_default_state_posted': True, }"
|
||||
>
|
||||
Payments
|
||||
</a>
|
||||
</div>
|
||||
<div class="col-auto text-end">
|
||||
<span><t t-out="dashboard.outstanding_pay_account_balance"/></span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row" t-if="dashboard.nb_misc_operations > 0" groups="account.group_account_readonly">
|
||||
<div id="dashboard_bank_cash_misc_total" class="col text-start">
|
||||
<a type="object" name="open_bank_difference_action" t-att-class="dashboard.misc_class">Misc. Operations</a>
|
||||
</div>
|
||||
<div class="col-auto text-end">
|
||||
<span dir="ltr"><t t-out="dashboard.misc_operations_balance"/></span>
|
||||
</div>
|
||||
</div>
|
||||
<t t-call="JournalChecks"/>
|
||||
<t t-if="dashboard.has_invalid_statements">
|
||||
<div class="row">
|
||||
<a type="object"
|
||||
name="open_invalid_statements_action"
|
||||
title="Invalid Statement(s)"
|
||||
class="text-danger">
|
||||
Invalid Statement(s)
|
||||
</a>
|
||||
</div>
|
||||
</t>
|
||||
</div>
|
||||
</t>
|
||||
<t t-name="JournalBodySalePurchase" id="account.JournalBodySalePurchase">
|
||||
<div class="col-12 col-sm-5 mb-3 mb-sm-0 o_kanban_primary_left">
|
||||
<div class="col mb-3 mb-sm-0" name="kanban_primary_left">
|
||||
<t t-if="journal_type == 'sale'">
|
||||
<button type="object" name="action_create_new" class="btn btn-primary o_invoice_new" groups="account.group_account_invoice">
|
||||
<span>New Invoice</span>
|
||||
<button type="object" name="action_create_new" class="btn btn-primary" groups="account.group_account_invoice">
|
||||
New
|
||||
</button>
|
||||
<widget name="account_onboarding" t-if="journal_is_empty and dashboard['onboarding']"/>
|
||||
</t>
|
||||
<t t-if="journal_type == 'purchase'">
|
||||
<t t-if="dashboard.entries_count > 0">
|
||||
<widget name="account_file_uploader" btnClass="btn btn-primary oe_kanban_action_button"/>
|
||||
</t>
|
||||
<t t-else="">
|
||||
<button type="object" name="action_create_vendor_bill" class="btn btn-primary d-block" journal_type="purchase" groups="account.group_account_invoice">
|
||||
<span>Upload</span>
|
||||
</button>
|
||||
</t>
|
||||
<a type="object" name="action_create_new" class="o_invoice_new" groups="account.group_account_invoice">Create Manually</a>
|
||||
<div t-if="!journal_is_empty" class="d-flex">
|
||||
<widget name="account_file_uploader" btnClass="btn btn-primary oe_kanban_action"/>
|
||||
<div class="ms-1">
|
||||
<button type="object" name="action_create_new" class="btn-secondary " groups="account.group_account_invoice">New</button>
|
||||
</div>
|
||||
</div>
|
||||
<div t-else="">
|
||||
<widget name="account_file_uploader" btnClass="btn btn-primary oe_kanban_action"/>
|
||||
<widget name="bill_upload_guide"/>
|
||||
</div>
|
||||
</t>
|
||||
</div>
|
||||
<div class="col-12 col-sm-7 o_kanban_primary_right">
|
||||
<div t-if="!journal_is_empty" class="col-auto" name="kanban_primary_right">
|
||||
<div class="row" t-if="dashboard.number_draft">
|
||||
<div class="col overflow-hidden text-start">
|
||||
<a type="object" name="open_action" context="{'search_default_draft': '1'}">
|
||||
<span t-if="journal_type == 'sale'" title="Invoices to Validate"><t t-esc="dashboard.number_draft"/> Invoices to Validate</span>
|
||||
<span t-if="journal_type == 'purchase'" title="Bills to Validate"><t t-esc="dashboard.number_draft"/> Bills to Validate</span>
|
||||
<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'search_default_draft': '1'}">
|
||||
<span title="Invoices to Validate"><t t-out="dashboard.number_draft"/> To Validate</span>
|
||||
</a>
|
||||
<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'search_default_draft': '1'}">
|
||||
<span title="Bills to Validate" id="account_dashboard_purchase_draft"><t t-out="dashboard.number_draft"/> To Validate</span>
|
||||
</a>
|
||||
</div>
|
||||
<div class="col-auto text-end">
|
||||
<span class="o_kanban_monetary"><t t-esc="dashboard.sum_draft"/></span>
|
||||
<span dir="ltr"><t t-out="dashboard.sum_draft"/></span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row" t-if="dashboard.number_waiting">
|
||||
<div class="col overflow-hidden text-start">
|
||||
<a type="object" t-if="journal_type == 'sale'" name="open_action"
|
||||
context="{'search_default_open':1, 'search_default_posted':1, 'search_default_partial': 1}" id="account_dashboard_sale_pay_link">
|
||||
<t t-esc="dashboard.number_waiting"/> Unpaid Invoices
|
||||
<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'search_default_open': '1', 'search_default_posted': '1', 'journal_type': type}">
|
||||
<span><t t-out="dashboard.number_waiting"/> Unpaid</span>
|
||||
</a>
|
||||
|
||||
<a type="object" t-if="journal_type == 'purchase'" name="open_action"
|
||||
context="{'search_default_open':1, 'search_default_posted':1, 'search_default_partial': 1}" id="account_dashboard_purchase_pay_link">
|
||||
<t t-esc="dashboard.number_waiting"/> Bills to Pay
|
||||
<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'search_default_open': '1', 'search_default_posted': '1', 'journal_type': type}">
|
||||
<span title="Bills to Pay" id="account_dashboard_bills_to_pay"><t t-out="dashboard.number_waiting"/> To Pay</span>
|
||||
</a>
|
||||
</div>
|
||||
<div class="col-auto text-end">
|
||||
<span class="o_kanban_monetary"><t t-esc="dashboard.sum_waiting"/></span>
|
||||
<span dir="ltr"><t t-out="dashboard.sum_waiting"/></span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row" t-if="dashboard.number_late">
|
||||
<div class="col overflow-hidden text-start">
|
||||
<a type="object" name="open_action" context="{'search_default_late': '1'}">
|
||||
<span t-if="journal_type == 'sale'" title="Late Invoices"><t t-esc="dashboard.number_late"/> Late Invoices</span>
|
||||
<span t-if="journal_type == 'purchase'" title="Late Bills"><t t-esc="dashboard.number_late"/> Late Bills</span>
|
||||
<a t-if="journal_type == 'sale'" type="object" name="open_action" context="{'search_default_late': '1', 'search_default_posted': '1', 'journal_type': type}">
|
||||
<span title="Invoices late" id="account_dashboard_invoices_late">
|
||||
<t t-out="dashboard.number_late"/> Late
|
||||
</span>
|
||||
</a>
|
||||
<a t-if="journal_type == 'purchase'" type="object" name="open_action" context="{'search_default_late': '1', 'search_default_posted': '1', 'journal_type': type}">
|
||||
<span title="Bills Late" id="account_dashboard_bills_late">
|
||||
<t t-out="dashboard.number_late"/> Late
|
||||
</span>
|
||||
</a>
|
||||
</div>
|
||||
<div class="col-auto text-end">
|
||||
<span class="o_kanban_monetary"><t t-esc="dashboard.sum_late"/></span>
|
||||
<span dir="ltr"><t t-out="dashboard.sum_late"/></span>
|
||||
</div>
|
||||
</div>
|
||||
<t t-if="dashboard.number_to_check > 0">
|
||||
<div class="row">
|
||||
<div class="row" groups="account.group_account_user">
|
||||
<div class="col overflow-hidden text-start">
|
||||
<a type="object" name="open_action" context="{'search_default_to_check': True}"><t t-esc="dashboard.number_to_check"/> to check</a>
|
||||
<a type="object" name="open_action" context="{'search_default_to_check': True}"><t t-out="dashboard.number_to_check"/> To Review</a>
|
||||
</div>
|
||||
<div class="col-auto text-end">
|
||||
<span class="o_kanban_monetary"><t t-esc="dashboard.to_check_balance"/></span>
|
||||
<span dir="ltr"><t t-out="dashboard.to_check_balance"/></span>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
<t t-call="JournalChecks"/>
|
||||
</div>
|
||||
</t>
|
||||
<t t-name="JournalBodyGraph">
|
||||
<field name="kanban_dashboard_graph" t-att-graph_type="['cash','bank'].includes(journal_type) ? 'line' : 'bar'" widget="dashboard_graph"/>
|
||||
<field name="kanban_dashboard_graph" t-att-graph_type="['cash', 'bank', 'credit'].includes(journal_type) ? 'line' : 'bar'" widget="dashboard_graph"/>
|
||||
</t>
|
||||
</templates>
|
||||
</kanban>
|
||||
|
|
@ -369,7 +389,8 @@
|
|||
</record>
|
||||
|
||||
<record id="open_account_journal_dashboard_kanban" model="ir.actions.act_window">
|
||||
<field name="name">Accounting Dashboard</field>
|
||||
<field name="name">Dashboard</field>
|
||||
<field name="path">accounting</field>
|
||||
<field name="res_model">account.journal</field>
|
||||
<field name="view_mode">kanban,form</field>
|
||||
<field name="view_id" ref="account_journal_dashboard_kanban_view"/>
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue