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<odoo>
<record id="account_journal_dashboard_kanban_view" model="ir.ui.view">
<field name="name">account.journal.dashboard.kanban</field>
<field name="model">account.journal</field>
<field name="arch" type="xml">
<kanban create="false" class="oe_background_grey o_kanban_dashboard o_account_kanban" banner_route="/account/account_dashboard_onboarding" js_class="account_dashboard_kanban">
<field name="id"/>
<field name="name"/>
<field name="type"/>
<field name="color"/>
<field name="show_on_dashboard"/>
<field name="kanban_dashboard"/>
<field name="activity_ids"/>
<field name="activity_state"/>
<field name="alias_domain"/>
<templates>
<t t-name="kanban-box">
<div t-attf-class="#{!selection_mode ? kanban_color(record.color.raw_value) : ''}">
<t t-value="JSON.parse(record.kanban_dashboard.raw_value)" t-set="dashboard"/>
<t t-value="record.type.raw_value" t-set="journal_type"/>
<t t-call="JournalTop"/>
<div t-att-class="'container o_kanban_card_content' + (dashboard.is_sample_data ? ' o_sample_data' : '')">
<div class="row">
<t t-if="(journal_type == 'bank' || journal_type == 'cash')" t-call="JournalBodyBankCash"/>
<t t-if="journal_type == 'sale' || journal_type == 'purchase'" t-call="JournalBodySalePurchase"/>
<t t-if="journal_type == 'general'" t-call="JournalMiscelaneous"/>
</div>
<t t-if="journal_type == 'bank' || journal_type == 'cash' || journal_type == 'sale' || journal_type == 'purchase'" t-call="JournalBodyGraph"/>
</div><div class="container o_kanban_card_manage_pane dropdown-menu" role="menu">
<t t-call="JournalManage"/>
</div>
</div>
</t>
<t t-name="JournalTop">
<div t-attf-class="o_kanban_card_header">
<div class="o_kanban_card_header_title">
<div class="o_primary">
<a type="object" name="open_action"><field name="name"/></a>
<t t-if="dashboard.company_count > 1">
<span groups="base.group_multi_company" class="small">- <field name="company_id"/></span>
</t>
</div>
<div class="o_secondary" t-att-title="dashboard.title" t-if="journal_type == 'purchase' && record.alias_domain.raw_value">
<field name="alias_id"/>
</div>
</div>
<div class="o_kanban_manage_button_section">
<a class="o_kanban_manage_toggle_button" href="#"><i class="fa fa-ellipsis-v" aria-label="Selection" role="img" title="Selection"/></a>
</div>
</div>
</t>
<t t-name="JournalManage">
<!-- For bank and cash -->
<div t-if="journal_type == 'bank' || journal_type == 'cash'" class="row">
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_view">
<div class="o_kanban_card_manage_title">
<span role="separator">View</span>
</div>
<div>
<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>
<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>
</div>
<div>
<a role="menuitem" type="object" name="open_action_with_context" context="{'action_name': 'action_bank_statement_line', 'search_default_journal': True}">Operations</a>
</div>
<div>
<a role="menuitem" type="object" name="open_collect_money">Customer Payments</a>
</div>
<div>
<a role="menuitem" type="object" name="open_spend_money">Vendor Payments</a>
</div>
<div>
<a role="menuitem" type="object" name="open_transfer_money">Internal Transfers</a>
</div>
<div>
<a role="menuitem" 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 role="separator">New</span>
</div>
<div name="bank_cash_commands">
<t t-if="journal_type == 'bank'">
<a role="menuitem" type="object" name="create_bank_statement">Statement</a>
</t>
<t t-if="journal_type == 'cash'">
<a role="menuitem" type="object" name="create_cash_statement">Statement</a>
</t>
</div>
<div>
<a role="menuitem" type="object" name="create_customer_payment">Customer Payment</a>
</div>
<div>
<a role="menuitem" type="object" name="create_supplier_payment">Vendor Payment</a>
</div>
<div>
<a role="menuitem" type="object" name="create_internal_transfer">Internal Transfer</a>
</div>
</div>
<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>
</div>
<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>
</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'">
<a class="o_button_upload_bill" journal_type="sale" groups="account.group_account_invoice">
<span>Upload Invoices</span>
</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_settings">
<div class="col-6">
<field name="show_on_dashboard" widget="boolean_favorite" />
</div>
<div class="col-6 text-right mt-1">
<a class="dropdown-item" t-if="widget.editable" type="edit">Configuration</a>
</div>
</div>
</t>
<t t-name="JournalMiscelaneous">
<div class="col-12 col-sm-4 mb-3 mb-sm-0 o_kanban_primary_left">
<button type="object" name="action_create_new" class="btn btn-primary" groups="account.group_account_invoice">
<span>New Entry</span>
</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 class="col overflow-hidden text-left">
<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-right">
<span><t t-esc="dashboard.to_check_balance"/></span>
</div>
</div>
</t>
</div>
</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">
<div name="bank_statement_create_button" groups="account.group_account_invoice">
<a type="object" name="create_bank_statement" class="oe_inline">Create</a><span name="button_import_placeholder"/> Statements
</div>
</div>
</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>
<!-- 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 class="row" t-if="dashboard.nb_lines_bank_account_balance > 0">
<div id="dashboard_bank_cash_balance" class="col overflow-hidden text-left">
<span title="Balance in General Ledger">Balance in GL</span>
</div>
<div class="col-auto text-right">
<span><t t-esc="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-left">
<span title="Outstanding Payments/Receipts">Outstanding Payments/Receipts</span>
</div>
<div class="col-auto text-right">
<span><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">
<div class="row" name="latest_statement">
<div class="col overflow-hidden text-left">
<span title="Latest Statement">Latest Statement</span>
</div>
<div class="col-auto text-right">
<span><t t-esc="dashboard.last_balance"/></span>
</div>
</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">
<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>
</t>
<t t-if="journal_type == 'purchase'">
<button class="btn btn-primary o_button_upload_bill oe_kanban_action_button" journal_type="purchase" groups="account.group_account_invoice">
<span>Upload</span>
</button>
<a type="object" name="action_create_new" class="o_invoice_new" groups="account.group_account_invoice"><span>Create</span></a><span> Manually</span>
</t>
</div>
<div class="col-12 col-sm-7 o_kanban_primary_right">
<div class="row" t-if="dashboard.number_draft">
<div class="col overflow-hidden text-left">
<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>
</div>
<div class="col-auto text-right">
<span><t t-esc="dashboard.sum_draft"/></span>
</div>
</div>
<div class="row" t-if="dashboard.number_waiting">
<div class="col overflow-hidden text-left">
<a type="object" t-if="journal_type == 'sale'" name="open_action"
context="{'search_default_unpaid':1, 'search_default_posted':1, 'search_default_partial': 1}" id="account_dashboard_sale_pay_link">
<t t-esc="dashboard.number_waiting"/> Unpaid Invoices
</a>
<a type="object" t-if="journal_type == 'purchase'" name="open_action"
context="{'search_default_unpaid':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>
</div>
<div class="col-auto text-right">
<span><t t-esc="dashboard.sum_waiting"/></span>
</div>
</div>
<t t-if="dashboard.number_to_check > 0">
<div class="row">
<div class="col overflow-hidden text-left">
<a type="object" name="open_action" context="{'search_default_to_check': True}"><t t-esc="dashboard.number_to_check"/> to check</a>
</div>
<div class="col-auto text-right">
<span><t t-esc="dashboard.to_check_balance"/></span>
</div>
</div>
</t>
</div>
</t>
<t t-name="JournalBodyGraph">
<field name="kanban_dashboard_graph" t-att-graph_type="_.contains(['cash','bank'],journal_type) ? 'line' : 'bar'" widget="dashboard_graph"/>
</t>
</templates>
</kanban>
</field>
</record>
<record id="open_account_journal_dashboard_kanban" model="ir.actions.act_window">
<field name="name">Accounting Dashboard</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"/>
<field name="usage">menu</field>
<field name="context">{'search_default_dashboard':1}</field>
<field name="domain">[]</field>
<field name="help" type="html">
<p class="o_view_nocontent_neutral_face">
This is the accounting dashboard
</p><p>
If you have not installed a chart of account, please install one first.<br/>
<a type="action" name="%(open_account_charts_modules)d" tabindex="-1">Browse available countries.</a>
</p>
</field>
</record>
</odoo>
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