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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_budget_post_search" model="ir.ui.view">
<field name="name">account.budget.post.search</field>
<field name="model">account.budget.post</field>
<field name="arch" type="xml">
<search string="Budgetary Position">
<field name="name" filter_domain="[('name','ilike',self)]" string="Budgetary Position"/>
<field name="company_id" groups="base.group_multi_company"/>
</search>
</field>
</record>
<record id="view_budget_post_tree" model="ir.ui.view">
<field name="name">account.budget.post.tree</field>
<field name="model">account.budget.post</field>
<field name="arch" type="xml">
<tree string="Budgetary Position">
<field name="name"/>
<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
</tree>
</field>
</record>
<record id="open_budget_post_form" model="ir.actions.act_window">
<field name="name">Budgetary Positions</field>
<field name="res_model">account.budget.post</field>
<field name="view_mode">tree,kanban,form</field>
<field name="view_id" ref="view_budget_post_tree"/>
<field name="search_view_id" ref="view_budget_post_search"/>
</record>
<menuitem action="open_budget_post_form" id="menu_budget_post_form" parent="account.account_management_menu"
sequence="5"/>
<record model="ir.ui.view" id="view_budget_post_form">
<field name="name">account.budget.post.form</field>
<field name="model">account.budget.post</field>
<field name="arch" type="xml">
<form string="Budgetary Position">
<sheet>
<group col="4">
<field name="name"/>
<field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/>
</group>
<notebook>
<page string="Accounts">
<field name="account_ids">
<tree>
<field name="code"/>
<field name="name"/>
</tree>
</field>
</page>
</notebook>
</sheet>
</form>
</field>
</record>
<record model="ir.ui.view" id="crossovered_budget_view_form">
<field name="name">budget.view.form</field>
<field name="model">budget.budget</field>
<field name="arch" type="xml">
<form string="Budget">
<header>
<button string="Confirm" name="action_budget_confirm" states="draft" type="object"
class="oe_highlight"/>
<button string="Approve" name="action_budget_validate" states="confirm" type="object"
class="oe_highlight"/>
<button string="Done" name="action_budget_done" states="validate" type="object"
class="oe_highlight"/>
<button string="Reset to Draft" name="action_budget_draft" states="cancel" type="object"/>
<button string="Cancel Budget" name="action_budget_cancel" states="confirm,validate" type="object"/>
<field name="state" widget="statusbar" statusbar_visible="draft,confirm"/>
</header>
<sheet string="Budget">
<div class="oe_title">
<label for="name" class="oe_edit_only"/>
<h1>
<field name="name" attrs="{'readonly':[('state','!=','draft')]}" placeholder="Budget Name"/>
</h1>
</div>
<group>
<group>
<field name="creating_user_id" attrs="{'readonly':[('state','!=','draft')]}"/>
</group>
<group>
<label for="date_from" string="Period"/>
<div>
<field name="date_from" placeholder="From" class="oe_inline"
attrs="{'readonly':[('state','!=','draft')]}"/>
-
<field name="date_to" placeholder="To" class="oe_inline" attrs="{'readonly':[('state','!=','draft')]}"
nolabel="1"/>
</div>
<field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/>
</group>
</group>
<notebook>
<page string="Budget Lines">
<field name="budget_line"
context="{'default_date_from': date_from,'default_date_to': date_to}" colspan="4"
nolabel="1" attrs="{'readonly':[('state','!=','draft')]}">
<tree string="Budget Lines">
<field name="general_budget_id"/>
<field name="analytic_account_id" groups="analytic.group_analytic_accounting"
required="1"/>
<field name="date_from"/>
<field name="date_to"/>
<field name="paid_date" groups="base.group_no_one"/>
<field name="planned_amount" sum="Planned Amount" widget="monetary"/>
<field name="practical_amount" sum="Practical Amount" widget="monetary"/>
<field name="theoretical_amount" sum="Theoretical Amount" widget="monetary"/>
<field name="percentage"/>
</tree>
<form string="Budget Lines">
<group>
<group>
<field name="general_budget_id"/>
<field name="planned_amount" widget="monetary"/>
<field name="analytic_account_id"
groups="analytic.group_analytic_accounting" required="1"/>
</group>
<group>
<label for="date_from" string="Period"/>
<div>
<field name="date_from" placeholder="From" class="oe_inline"/>
-
<field name="date_to" placeholder="To" class="oe_inline"/>
</div>
<field name="paid_date" groups="base.group_no_one"/>
<field name="company_id" options="{'no_create': True}"
groups="base.group_multi_company"/>
</group>
</group>
</form>
</field>
</page>
</notebook>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers" groups="base.group_user"/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<record model="ir.ui.view" id="budget_budget_view_tree">
<field name="name">budget.view.tree</field>
<field name="model">budget.budget</field>
<field name="arch" type="xml">
<tree decoration-info="state == 'draft'" decoration-muted="state in ('done','cancel')" string="Budget">
<field name="name" colspan="1"/>
<field name="date_from"/>
<field name="date_to"/>
<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
<field name="creating_user_id"/>
<field name="state"/>
</tree>
</field>
</record>
<record id="view_budget_kanban" model="ir.ui.view">
<field name="name">budget.kanban</field>
<field name="model">budget.budget</field>
<field name="arch" type="xml">
<kanban class="o_kanban_mobile">
<field name="name"/>
<field name="date_from"/>
<field name="date_to"/>
<field name="creating_user_id"/>
<field name="state"/>
<templates>
<t t-name="kanban-box">
<div t-attf-class="oe_kanban_global_click">
<div class="row mb4">
<div class="col-8">
<strong>
<field name="name"/>
</strong>
</div>
<div class="col-4">
<span class="float-right">
<field name="state" widget="label_selection"
options="{'classes': {'draft': 'default', 'done': 'success'}}"/>
</span>
</div>
</div>
<div class="row">
<div class="col-10">
<i class="fa fa-clock-o"/>
<t t-esc="record.date_from.value"/>-
<t t-esc="record.date_to.value"/>
</div>
<div class="col-xs-2">
<span class="float-right">
<img alt="" t-att-src="kanban_image('res.users', 'image_small', record.creating_user_id.raw_value)"
t-att-title="record.creating_user_id.value" width="24" height="24"
class="oe_kanban_avatar float-right"/>
</span>
</div>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</record>
<record model="ir.actions.act_window" id="act_budget_view">
<field name="name">Budgets</field>
<field name="res_model">budget.budget</field>
<field name="view_mode">tree,kanban,form</field>
<field name="view_id" ref="budget_budget_view_tree"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to create a new budget.
</p>
<p>
A budget is a forecast of your company's income and/or expenses
expected for a period in the future. A budget is defined on some
financial accounts and/or analytic accounts (that may represent
projects, departments, categories of products, etc.)
</p>
<p>
By keeping track of where your money goes, you may be less
likely to overspend, and more likely to meet your financial
goals. Forecast a budget by detailing the expected revenue per
analytic account and monitor its evolution based on the actuals
realised during that period.
</p>
</field>
</record>
<menuitem parent="account.menu_finance_entries_management"
id="menu_act_budget_view"
name="Budgets"
action="act_budget_view" sequence="60"
groups="account.group_account_user"/>
<record id="view_budget_line_search" model="ir.ui.view">
<field name="name">account.budget.line.search</field>
<field name="model">budget.lines</field>
<field name="arch" type="xml">
<search string="Budget Lines">
<field name="analytic_account_id"/>
</search>
</field>
</record>
<record model="ir.ui.view" id="view_budget_line_tree">
<field name="name">budget.line.tree</field>
<field name="model">budget.lines</field>
<field name="arch" type="xml">
<tree string="Budget Lines">
<field name="budget_id" invisible="1"/>
<field name="general_budget_id"/>
<field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
<field name="date_from"/>
<field name="date_to"/>
<field name="paid_date" groups="base.group_no_one"/>
<field name="planned_amount" widget="monetary"/>
<field name="practical_amount" widget="monetary"/>
<field name="theoretical_amount" widget="monetary"/>
<field name="percentage"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="view_budget_line_form">
<field name="name">budget.line.form</field>
<field name="model">budget.lines</field>
<field name="arch" type="xml">
<form string="Budget Lines">
<sheet>
<group col="4">
<field name="budget_id"/>
<field name="analytic_account_id"/>
<field name="general_budget_id"/>
<field name="date_from"/>
<field name="date_to"/>
<field name="paid_date"/>
<field name="planned_amount" widget="monetary"/>
<field name="practical_amount" widget="monetary"/>
<field name="theoretical_amount" widget="monetary"/>
<field name="percentage"/>
<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
</group>
</sheet>
</form>
</field>
</record>
<record model="ir.actions.act_window" id="act_budget_lines_view">
<field name="name">Budgets</field>
<field name="res_model">budget.lines</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="view_budget_line_tree"/>
</record>
<menuitem parent="account.account_reports_management_menu"
id="menu_act_crossovered_budget_lines_view"
action="act_budget_lines_view" sequence="20"/>
</odoo>
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