[IMP] account: improve Journal Items UX
Improvements to the Journal Items list view:
- readonly set on multiple fields
- hide/optional show by default on multiple fields
- "Tax Grid" string set on tax_tag_ids for more clarity
- Added multiple fields to the "simple" list view for more consistency
with the grouped list view
- Added an edit button on some "group by" lines to edit the
corresponding field
- Removed the Revert and Duplicate button from the "grouped by" view
(on the group by line)
- Added a button to open the corresponding Journal Entry, and removed
the Journal Item form access. The Journal Item form should not be
accessible anymore.
- Show the total sum for Balance
- Added the "Tax Grid" group by
task-2855459
Part-of: odoo/odoo#92852
This commit is contained in:
@@ -5719,6 +5719,16 @@ class AccountMoveLine(models.Model):
|
||||
action['domain'] = [('id', 'in', ids)]
|
||||
return action
|
||||
|
||||
def open_move(self):
|
||||
return {
|
||||
'type': 'ir.actions.act_window',
|
||||
'res_model': 'account.move',
|
||||
'view_mode': 'form',
|
||||
'res_id': self.move_id.id,
|
||||
'views': [(False, 'form')],
|
||||
}
|
||||
|
||||
|
||||
def action_automatic_entry(self):
|
||||
action = self.env['ir.actions.act_window']._for_xml_id('account.account_automatic_entry_wizard_action')
|
||||
# Force the values of the move line in the context to avoid issues
|
||||
|
||||
@@ -150,9 +150,9 @@
|
||||
<field name="model">account.move.line</field>
|
||||
<field eval="100" name="priority"/>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Journal Items" create="false" edit="false" sample="1">
|
||||
<field name="date" optional="show"/>
|
||||
<field name="company_id" groups="base.group_multi_company"/>
|
||||
<tree string="Journal Items" create="false" edit="false" multi_edit="1" sample="1">
|
||||
<field name="date" readonly="1"/>
|
||||
<field name="company_id" groups="base.group_multi_company" optional="hide"/>
|
||||
<field name="journal_id" options='{"no_open":True}'/>
|
||||
<field name="move_id" optional="show"/>
|
||||
<field name="account_id" options="{'no_open': True}" groups="account.group_account_readonly"/>
|
||||
@@ -161,19 +161,41 @@
|
||||
<field name="ref" optional="show"/>
|
||||
<field name="name" optional="show"/>
|
||||
<field name="analytic_account_id" groups="account.group_account_readonly" optional="show" attrs="{'readonly':[('parent_state','=','posted')]}"/>
|
||||
<field name="analytic_tag_ids" widget="many2many_tags" groups="analytic.group_analytic_tags" optional="hide"/>
|
||||
<field name="tax_ids" widget="many2many_tags" width="0.5" optional="show"/>
|
||||
<field name="debit" sum="Total Debit"/>
|
||||
<field name="credit" sum="Total Credit"/>
|
||||
<field name="amount_currency" groups="base.group_multi_currency" optional="hide"/>
|
||||
<field name="analytic_tag_ids" widget="many2many_tags" groups="analytic.group_analytic_tags" optional="hide" readonly="1"/>
|
||||
<field name="tax_ids" widget="many2many_tags" width="0.5" optional="show" readonly="1"/>
|
||||
<field name="debit" sum="Total Debit" readonly="1"/>
|
||||
<field name="credit" sum="Total Credit" readonly="1"/>
|
||||
<field name="amount_currency" groups="base.group_multi_currency" optional="hide" readonly="1"/>
|
||||
<field name="currency_id" readonly="1" groups="base.group_multi_currency" optional="hide" string="Original Currency"/>
|
||||
<field name="tax_tag_ids" widget="many2many_tags" width="0.5" optional="hide"/>
|
||||
<field name="matching_number" optional="show"/>
|
||||
<field name="tax_tag_ids" string="Tax Grids" widget="many2many_tags" width="0.5" optional="hide"/>
|
||||
<field name="reconcile_model_id" invisible="1"/>
|
||||
<field name="reconciled" invisible="1"/>
|
||||
<field name="date_maturity" optional="hide"/>
|
||||
<field name="company_currency_id" invisible="1"/>
|
||||
<field name="parent_state" invisible="1"/>
|
||||
<field name="tax_line_id" optional="hide" readonly="1"/>
|
||||
<field name="balance" sum="Total Balance" optional="hide" readonly="1"/>
|
||||
<field name="matching_number" optional="show"/>
|
||||
<field name="product_id" optional="hide"/>
|
||||
<button name="open_move" title="Open Journal Entry" type="object" icon="fa-edit"/>
|
||||
<groupby name="move_id">
|
||||
<field name="state" invisible="1"/>
|
||||
<field name="move_type" invisible="1"/>
|
||||
<field name="statement_id" invisible="1"/>
|
||||
<field name="payment_id" invisible="1"/>
|
||||
<button name="edit" type="edit" icon="fa-edit" title="Edit" attrs="{'invisible': ['&', ('move_type', '=', 'entry'), '|', ('statement_id', '!=', False), ('payment_id', '!=', False)]}"/>
|
||||
<button name="open_bank_statement_view" type="object" icon="fa-edit" title="Edit" attrs="{'invisible': ['|', ('move_type', '!=', 'entry'), ('statement_id', '=', False)]}"/>
|
||||
<button name="open_payment_view" type="object" icon="fa-edit" title="Edit" attrs="{'invisible': ['|', ('move_type', '!=', 'entry'), ('payment_id', '=', False)]}"/>
|
||||
</groupby>
|
||||
<groupby name="account_id">
|
||||
<button name="edit" type="edit" icon="fa-edit" title="Edit"/>
|
||||
</groupby>
|
||||
<groupby name="partner_id">
|
||||
<button name="edit" type="edit" icon="fa-edit" title="Edit"/>
|
||||
</groupby>
|
||||
<groupby name="journal_id">
|
||||
<button name="edit" type="edit" icon="fa-edit" title="Edit"/>
|
||||
</groupby>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
@@ -192,7 +214,7 @@
|
||||
domain="[('company_id', '=', company_id)]"
|
||||
groups="account.group_account_readonly"/>
|
||||
<field name="statement_id" invisible="1"/>
|
||||
<field name="partner_id" optional="hide" readonly="1"/>
|
||||
<field name="partner_id" optional="hide"/>
|
||||
<field name="ref" optional="hide"/>
|
||||
<field name="name"/>
|
||||
<field name="reconciled" invisible="1"/>
|
||||
@@ -221,9 +243,6 @@
|
||||
<button name="edit" type="edit" icon="fa-edit" title="Edit" attrs="{'invisible': ['&', ('move_type', '=', 'entry'), '|', ('statement_id', '!=', False), ('payment_id', '!=', False)]}"/>
|
||||
<button name="open_bank_statement_view" type="object" icon="fa-edit" title="Edit" attrs="{'invisible': ['|', ('move_type', '!=', 'entry'), ('statement_id', '=', False)]}"/>
|
||||
<button name="open_payment_view" type="object" icon="fa-edit" title="Edit" attrs="{'invisible': ['|', ('move_type', '!=', 'entry'), ('payment_id', '=', False)]}"/>
|
||||
<button name="action_post" states="draft" icon="fa-check" title="Post" type="object" groups="account.group_account_invoice"/>
|
||||
<button name="%(action_view_account_move_reversal)d" states="posted" title="Reverse" icon="fa-undo" type="action" groups="account.group_account_invoice"/>
|
||||
<button name="action_duplicate" icon="fa-files-o" title="Duplicate" type="object" groups="account.group_account_invoice"/>
|
||||
</groupby>
|
||||
</tree>
|
||||
</field>
|
||||
@@ -381,6 +400,9 @@
|
||||
<filter string="Partner" name="group_by_partner" domain="[]" context="{'group_by': 'partner_id'}"/>
|
||||
<filter string="Journal" name="journal" domain="[]" context="{'group_by': 'journal_id'}"/>
|
||||
<filter string="Date" name="groupby_date" domain="[]" context="{'group_by': 'date'}"/>
|
||||
<filter string="Taxes" name="group_by_taxes" domain="[]" context="{'group_by': 'tax_ids'}"/>
|
||||
<filter string="Tax Grid" name="group_by_tax_grid" domain="[]" context="{'group_by': 'tax_tag_ids'}"/>
|
||||
<filter string="Matching #" name="group_by_matching" domain="[]" context="{'group_by': 'full_reconcile_id'}"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
@@ -1410,7 +1432,7 @@
|
||||
<field name="res_model">account.move.line</field>
|
||||
<field name="domain">[('display_type', 'not in', ('line_section', 'line_note'))]</field>
|
||||
<field name="view_id" ref="view_move_line_tree_grouped"/>
|
||||
<field name="view_mode">tree,pivot,graph,form,kanban</field>
|
||||
<field name="view_mode">tree,pivot,graph,kanban</field>
|
||||
</record>
|
||||
|
||||
<record id="action_account_moves_journal_sales" model="ir.actions.act_window">
|
||||
@@ -1483,7 +1505,7 @@
|
||||
<field name="res_model">account.move.line</field>
|
||||
<field name="domain">[('display_type', 'not in', ('line_section', 'line_note')), ('parent_state', '!=', 'cancel')]</field>
|
||||
<field name="view_id" ref="view_move_line_tree"/>
|
||||
<field name="view_mode">tree,pivot,graph,form,kanban</field>
|
||||
<field name="view_mode">tree,pivot,graph,kanban</field>
|
||||
</record>
|
||||
|
||||
<!-- account.move (Journal Entry) -->
|
||||
|
||||
Reference in New Issue
Block a user