115 lines
6.9 KiB
XML
115 lines
6.9 KiB
XML
<openerp>
|
|
<data>
|
|
<menuitem id="base.menu_invoiced" name="Invoicing" parent="base.menu_base_partner" sequence="5"/>
|
|
|
|
<record id="action_hr_tree_invoiced_all" model="ir.actions.act_window">
|
|
<field name="name">Time & Materials to Invoice</field>
|
|
<field name="res_model">account.analytic.line</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form</field>
|
|
<field name="domain">[('invoice_id','=',False)]</field>
|
|
<field name="context">{'search_default_to_invoice': 1, 'search_default_sales': 1}</field>
|
|
<field name="search_view_id" ref="account.view_account_analytic_line_filter"/>
|
|
<field name="help" type="html">
|
|
<p>
|
|
You will find here timesheets and purchases you did for
|
|
contracts that can be reinvoiced to the customer. If you want
|
|
to record new activities to invoice, you should use the timesheet
|
|
menu instead.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
<menuitem action="action_hr_tree_invoiced_all" id="menu_action_hr_tree_invoiced_all" parent="base.menu_invoiced" sequence="5"/>
|
|
|
|
<record id="view_account_analytic_account_overdue_search" model="ir.ui.view">
|
|
<field name="name">account.analytic.account.search</field>
|
|
<field name="model">account.analytic.account</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Contracts">
|
|
<field name="name" filter_domain="['|', ('name','ilike',self),('code','ilike',self)]" string="Contract"/>
|
|
<field name="date"/>
|
|
<field name="partner_id"/>
|
|
<field name="manager_id"/>
|
|
<field name="parent_id"/>
|
|
<filter name="open" string="In Progress" domain="[('state','in',('open','draft'))]" help="Contracts in progress (open, draft)"/>
|
|
<filter name="pending" string="To Renew" domain="[('state','=','pending')]" help="Pending contracts"/>
|
|
<filter name="closed" string="Closed" domain="[('state','=','pending')]" help="Closed contracts"/>
|
|
<filter name="cancelled" string="Cancelled" domain="[('state','=','cancel')]" help="Cancelled contracts"/>
|
|
<separator/>
|
|
<filter
|
|
string="Expired or consumed"
|
|
domain="[('state','in',('open','draft','pending')), '|', '&', ('date', '!=', False), ('date', '<=', time.strftime('%%Y-%%m-%%d')), ('is_overdue_quantity', '=', True)]"
|
|
help="End date passed or prepaid unit consumed" />
|
|
<filter
|
|
string="Expiring soon"
|
|
domain="[('date', '!=', False), ('date', '<=', (context_today() + datetime.timedelta(30)).strftime('%%Y-%%m-%%d') )]"
|
|
help="End date is in the next month" />
|
|
<separator/>
|
|
<filter string="Customer Contracts" help="Contracts assigned to a customer." name="has_partner" domain="[('partner_id', '!=', False)]"/>
|
|
<filter string="Contracts not assigned" help="Contracts that are not assigned to an account manager." domain="[('manager_id', '=', False)]"/>
|
|
<separator/>
|
|
<group expand="0" string="Group By...">
|
|
<filter string="Status" domain="[]" context="{'group_by':'state'}"/>
|
|
<filter string="Account Manager" domain="[]" context="{'group_by':'manager_id'}"/>
|
|
<filter string="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
|
|
<filter string="Parent" domain="[]" context="{'group_by':'parent_id'}"/>
|
|
<filter string="Template" domain="[]" context="{'group_by':'template_id'}"/>
|
|
<filter string="Start Date" domain="[]" context="{'group_by' : 'date_start'}" />
|
|
<filter string="End Date" domain="[]" context="{'group_by' : 'date'}" />
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
|
|
<record id="action_account_analytic_overdue" model="ir.actions.act_window">
|
|
<field name="name">Contracts to Renew</field>
|
|
<field name="res_model">account.analytic.account</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form</field>
|
|
<field name="context">{'search_default_manager_id':uid, 'search_default_pending':1, 'search_default_renew':1}</field>
|
|
<field name="domain">[('type','=','contract')]</field>
|
|
<field name="search_view_id" ref="view_account_analytic_account_overdue_search"/>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Click to define a new contract.
|
|
</p><p>
|
|
You will find here the contracts to be renewed because the
|
|
end date is passed or the working effort is higher than the
|
|
maximum authorized one.
|
|
</p><p>
|
|
OpenERP automatically sets contracts to be renewed in a pending
|
|
state. After the negociation, the salesman should close or renew
|
|
pending contracts.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
<menuitem action="action_account_analytic_overdue" id="menu_action_account_analytic_overdue" sequence="50" parent="base.menu_invoiced"/>
|
|
|
|
<record id="action_account_analytic_overdue_all" model="ir.actions.act_window">
|
|
<field name="name">Contracts</field>
|
|
<field name="res_model">account.analytic.account</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form</field>
|
|
<field name="context">{'default_type':'contract', 'search_default_open':1, 'search_default_pending':1, 'default_manager_id':uid}</field>
|
|
<field name="domain">[('type','=','contract')]</field>
|
|
<field name="search_view_id" ref="view_account_analytic_account_overdue_search"/>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Click to create a new contract.
|
|
</p><p>
|
|
Use contracts to follow tasks, issues, timesheets or invoicing based on
|
|
work done, expenses and/or sales orders. OpenERP will automatically manage
|
|
the alerts for the renewal of the contracts to the right salesperson.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
<menuitem id="base.menu_sales" name="Sales"
|
|
parent="base.menu_base_partner"
|
|
sequence="1"/>
|
|
<menuitem action="action_account_analytic_overdue_all" id="menu_action_account_analytic_overdue_all" sequence="7" parent="base.menu_sales"/>
|
|
|
|
|
|
</data>
|
|
</openerp>
|