williamandh4818
dc696c8ed4
Purpose ======= Make it possible to compare analytic values between plans by inputting up to one account per plan on each line. For instance, if we have 2 plans: "Country" and "Product Type", with the following accounts | Country | Product Type | | ------- | ------------ | | BE | Drinks | | LU | Food | And the following invoices: * 1000€ of drinks in Belgium * 2000€ of food in Belgium * 3000€ of food in Luxemburg We want to be able to display the following pivot tables: | | Drinks | Food | Total | | --- | ------ | ---- | ----- | | BE | 1000 | 2000 | 3000 | | LU | 0 | 3000 | 3000 | | Tot | 1000 | 5000 | 6000 | | | Total | | ------ | ----- | | Food | 5000 | | * BE | 2000 | | * LU | 3000 | | Drinks | 1000 | | * BE | 1000 | | Total | 6000 | Implementation ============== * `ir.fields` are added/removed dynamically on `account.analytic.line` * Each analytic plan corresponds to one field on `account.analytic.line` * The fields are added dynamically in the views. * `account.analytic.plan` doesn't have a `company_id` field anymore, meaning that all the companies have access to all the plans. This means that the applicability fields and lines are now company dependent, and those can be used to know which fields/plans to display for which company. * There can no longer be one "Project" plan per company, even if the accounts of that project can still be owned by only one company. * There is now only one method to get the default (or "Project" plan), which is `_get_plan_columns` task-3497653 closes odoo/odoo#139225 Related: odoo/upgrade#5306 Related: odoo/enterprise#49226 Signed-off-by: William André (wan) <wan@odoo.com> Co-authored-by: william <wan@odoo.com> Co-authored-by: h4818 <ayh@odoo.com>
182 lines
8.4 KiB
XML
182 lines
8.4 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_account_analytic_line_tree" model="ir.ui.view">
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<field name="name">account.analytic.line.tree</field>
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<field name="model">account.analytic.line</field>
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<field name="arch" type="xml">
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<tree string="Analytic Items" multi_edit="1">
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<field name="company_id" column_invisible="True"/>
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<field name="product_uom_category_id" column_invisible="True"/>
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<field name="date" optional="show"/>
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<field name="name"/>
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<field name="account_id"/>
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<field name="currency_id" column_invisible="True"/>
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<field name="unit_amount" sum="Quantity" optional="hide"/>
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<field name="product_uom_id" optional="hide"/>
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<field name="partner_id" optional="hide"/>
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<field name="company_id" groups="base.group_multi_company" optional="show"/>
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<field name="amount" sum="Total" optional="show"/>
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</tree>
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</field>
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</record>
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<record id="view_account_analytic_line_filter" model="ir.ui.view">
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<field name="name">account.analytic.line.select</field>
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<field name="model">account.analytic.line</field>
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<field name="arch" type="xml">
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<search string="Search Analytic Lines">
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<field name="name"/>
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<field name="date"/>
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<separator/>
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<filter name="month" string="Date" date="date"/>
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<group string="Group By..." expand="0" name="groupby">
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<separator/>
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<filter string="Date" name="group_date" context="{'group_by': 'date'}"/>
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</group>
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</search>
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</field>
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</record>
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<record model="ir.actions.act_window" id="account_analytic_line_action">
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<field name="context">{'search_default_group_date': 1, 'default_account_id': active_id}</field>
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<field name="domain">[('account_id','=', active_id)]</field>
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<field name="name">Gross Margin</field>
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<field name="res_model">account.analytic.line</field>
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<field name="view_mode">tree,form,graph,pivot</field>
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<field name="view_id" ref="view_account_analytic_line_tree"/>
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<field name="search_view_id" ref="view_account_analytic_line_filter"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_empty_folder">
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No activity yet on this account
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</p><p>
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In Odoo, sales orders and projects are implemented using
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analytic accounts. You can track costs and revenues to analyse
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your margins easily.
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</p><p>
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Costs will be created automatically when you register supplier
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invoices, expenses or timesheets.
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</p><p>
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Revenues will be created automatically when you create customer
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invoices. Customer invoices can be created based on sales orders
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(fixed price invoices), on timesheets (based on the work done) or
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on expenses (e.g. reinvoicing of travel costs).
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</p>
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</field>
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</record>
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<record id="view_account_analytic_line_form" model="ir.ui.view">
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<field name="name">account.analytic.line.form</field>
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<field name="model">account.analytic.line</field>
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<field name="priority">1</field>
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<field name="arch" type="xml">
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<form string="Analytic Item">
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<field name="company_id" invisible="1"/>
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<sheet>
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<group>
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<group name="analytic_item" string="Analytic Item">
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<field name="name"/>
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<field name="account_id"/>
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<field name="date"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</group>
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<group name="amount" string="Amount">
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<field name="amount"/>
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<field name="unit_amount"/>
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<field name="product_uom_category_id" invisible="1"/>
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<field name="product_uom_id" class="oe_inline"/>
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<field name="currency_id" invisible="1"/>
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</group>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<record id="view_account_analytic_line_graph" model="ir.ui.view">
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<field name="name">account.analytic.line.graph</field>
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<field name="model">account.analytic.line</field>
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<field name="arch" type="xml">
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<graph string="Analytic Items" sample="1">
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<field name="account_id"/>
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<field name="unit_amount" type="measure"/>
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<field name="amount" type="measure"/>
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</graph>
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</field>
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</record>
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<record id="view_account_analytic_line_pivot" model="ir.ui.view">
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<field name="name">account.analytic.line.pivot</field>
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<field name="model">account.analytic.line</field>
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<field name="arch" type="xml">
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<pivot string="Analytic Items" sample="1">
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<field name="account_id"/>
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<field name="date" interval="month" type="col"/>
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<field name="amount" type="measure"/>
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</pivot>
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</field>
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</record>
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<record id="view_account_analytic_line_kanban" model="ir.ui.view">
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<field name="name">account.analytic.line.kanban</field>
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<field name="model">account.analytic.line</field>
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<field name="arch" type="xml">
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<kanban class="o_kanban_mobile">
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<field name="date"/>
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<field name="name"/>
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<field name="account_id"/>
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<field name="currency_id"/>
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<field name="amount"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="oe_kanban_card oe_kanban_global_click">
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<div class="row">
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<div class="col-6">
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<strong><span><t t-out="record.name.value"/></span></strong>
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</div>
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<div class="col-6 text-end">
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<strong><t t-out="record.date.value"/></strong>
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</div>
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</div>
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<div class="row">
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<div class="col-6 text-muted">
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<span><t t-out="record.account_id.value"/></span>
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</div>
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<div class="col-6">
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<span class="float-end text-end">
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<field name="amount" widget="monetary"/>
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</span>
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</div>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<record model="ir.actions.act_window" id="account_analytic_line_action_entries">
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<field name="name">Analytic Items</field>
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<field name="res_model">account.analytic.line</field>
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<field name="view_mode">tree,kanban,form,graph,pivot</field>
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<field name="view_id" ref="view_account_analytic_line_tree"/>
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<field name="search_view_id" ref="analytic.view_account_analytic_line_filter"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_empty_folder">
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No activity yet
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</p><p>
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In Odoo, sales orders and projects are implemented using
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|
analytic accounts. You can track costs and revenues to analyse
|
|
your margins easily.
|
|
</p><p>
|
|
Costs will be created automatically when you register supplier
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invoices, expenses or timesheets.
|
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</p><p>
|
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Revenues will be created automatically when you create customer
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invoices. Customer invoices can be created based on sales orders
|
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(fixed price invoices), on timesheets (based on the work done) or
|
|
on expenses (e.g. reinvoicing of travel costs).
|
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</p>
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</field>
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</record>
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</odoo>
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