Initial commit
This commit is contained in:
gsinghpal
259
Fusion Accounting/views/loan_views.xml
Normal file
259
Fusion Accounting/views/loan_views.xml
Normal file
@@ -0,0 +1,259 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
|
||||
<!-- ============================================================ -->
|
||||
<!-- LOAN FORM VIEW -->
|
||||
<!-- ============================================================ -->
|
||||
<record id="fusion_loan_view_form" model="ir.ui.view">
|
||||
<field name="name">fusion.loan.form</field>
|
||||
<field name="model">fusion.loan</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Loan">
|
||||
<header>
|
||||
<button name="compute_amortization_schedule"
|
||||
string="Compute Schedule"
|
||||
type="object"
|
||||
class="btn-primary"
|
||||
invisible="state != 'draft'"/>
|
||||
<button name="action_confirm"
|
||||
string="Confirm"
|
||||
type="object"
|
||||
class="btn-primary"
|
||||
invisible="state != 'draft'"
|
||||
confirm="This will create the disbursement entry and start the loan. Continue?"/>
|
||||
<button name="generate_entries"
|
||||
string="Generate Due Entries"
|
||||
type="object"
|
||||
class="btn-secondary"
|
||||
invisible="state != 'running'"/>
|
||||
<button name="action_pay_early"
|
||||
string="Early Repayment"
|
||||
type="object"
|
||||
class="btn-secondary"
|
||||
invisible="state != 'running'"
|
||||
confirm="This will settle the entire remaining balance. Continue?"/>
|
||||
<button name="action_cancel"
|
||||
string="Cancel"
|
||||
type="object"
|
||||
class="btn-danger"
|
||||
invisible="state not in ('draft', 'running')"
|
||||
confirm="This will reverse all entries and cancel the loan. Continue?"/>
|
||||
<button name="action_reset_to_draft"
|
||||
string="Reset to Draft"
|
||||
type="object"
|
||||
invisible="state != 'cancelled'"/>
|
||||
<field name="state" widget="statusbar"
|
||||
statusbar_visible="draft,running,paid"/>
|
||||
</header>
|
||||
<sheet>
|
||||
<div class="oe_button_box" name="button_box">
|
||||
<button name="action_view_entries"
|
||||
type="object"
|
||||
class="oe_stat_button"
|
||||
icon="fa-book"
|
||||
invisible="entries_count == 0">
|
||||
<field name="entries_count" widget="statinfo"
|
||||
string="Entries"/>
|
||||
</button>
|
||||
</div>
|
||||
<div class="oe_title">
|
||||
<label for="name"/>
|
||||
<h1>
|
||||
<field name="name" readonly="1"/>
|
||||
</h1>
|
||||
</div>
|
||||
<group>
|
||||
<group string="Loan Details">
|
||||
<field name="partner_id"
|
||||
readonly="state != 'draft'"/>
|
||||
<field name="principal_amount"
|
||||
readonly="state != 'draft'"/>
|
||||
<field name="interest_rate"
|
||||
readonly="state != 'draft'"/>
|
||||
<field name="loan_term"
|
||||
readonly="state != 'draft'"/>
|
||||
<field name="start_date"
|
||||
readonly="state != 'draft'"/>
|
||||
<field name="payment_frequency"
|
||||
readonly="state != 'draft'"/>
|
||||
<field name="amortization_method"
|
||||
readonly="state != 'draft'"/>
|
||||
</group>
|
||||
<group string="Accounting">
|
||||
<field name="journal_id"
|
||||
readonly="state != 'draft'"/>
|
||||
<field name="loan_account_id"
|
||||
readonly="state != 'draft'"/>
|
||||
<field name="interest_account_id"
|
||||
readonly="state != 'draft'"/>
|
||||
<field name="currency_id" invisible="1"/>
|
||||
<field name="company_id" groups="base.group_multi_company"/>
|
||||
</group>
|
||||
</group>
|
||||
<group string="Summary" col="4">
|
||||
<field name="total_amount"/>
|
||||
<field name="total_interest"/>
|
||||
<field name="remaining_balance"/>
|
||||
<field name="paid_installments" string="Progress"
|
||||
widget="progressbar"
|
||||
options="{'max_value': 'installment_count'}"/>
|
||||
<field name="installment_count" invisible="1"/>
|
||||
</group>
|
||||
<notebook>
|
||||
<page string="Amortization Schedule" name="schedule">
|
||||
<field name="line_ids" readonly="1" nolabel="1">
|
||||
<list editable="bottom"
|
||||
decoration-success="is_paid"
|
||||
decoration-muted="is_paid"
|
||||
create="0" delete="0">
|
||||
<field name="sequence" string="#"/>
|
||||
<field name="date"/>
|
||||
<field name="principal_amount" sum="Total Principal"/>
|
||||
<field name="interest_amount" sum="Total Interest"/>
|
||||
<field name="total_payment" sum="Total Payments"/>
|
||||
<field name="remaining_balance"/>
|
||||
<field name="is_paid"/>
|
||||
<field name="move_id" optional="hide"/>
|
||||
<field name="currency_id" column_invisible="1"/>
|
||||
<button name="action_create_entry"
|
||||
string="Pay"
|
||||
type="object"
|
||||
class="btn-link"
|
||||
icon="fa-money"
|
||||
invisible="is_paid or parent.state != 'running'"/>
|
||||
</list>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Journal Entries" name="entries">
|
||||
<field name="move_ids" readonly="1" nolabel="1">
|
||||
<list create="0" delete="0">
|
||||
<field name="date"/>
|
||||
<field name="name"/>
|
||||
<field name="ref"/>
|
||||
<field name="amount_total_signed" string="Amount"/>
|
||||
<field name="state"/>
|
||||
</list>
|
||||
</field>
|
||||
</page>
|
||||
</notebook>
|
||||
</sheet>
|
||||
<chatter/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- ============================================================ -->
|
||||
<!-- LOAN LIST VIEW -->
|
||||
<!-- ============================================================ -->
|
||||
<record id="fusion_loan_view_list" model="ir.ui.view">
|
||||
<field name="name">fusion.loan.list</field>
|
||||
<field name="model">fusion.loan</field>
|
||||
<field name="arch" type="xml">
|
||||
<list string="Loans"
|
||||
decoration-info="state == 'draft'"
|
||||
decoration-success="state == 'running'"
|
||||
decoration-muted="state == 'cancelled'"
|
||||
decoration-bf="state == 'running'">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="principal_amount" sum="Total Principal"/>
|
||||
<field name="interest_rate" string="Rate (%)"/>
|
||||
<field name="loan_term" string="Term (Mo.)"/>
|
||||
<field name="start_date"/>
|
||||
<field name="payment_frequency"/>
|
||||
<field name="amortization_method"/>
|
||||
<field name="remaining_balance" sum="Total Remaining"/>
|
||||
<field name="state"
|
||||
decoration-info="state == 'draft'"
|
||||
decoration-success="state == 'running'"
|
||||
decoration-danger="state == 'cancelled'"
|
||||
widget="badge"/>
|
||||
<field name="currency_id" column_invisible="1"/>
|
||||
</list>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- ============================================================ -->
|
||||
<!-- LOAN SEARCH VIEW -->
|
||||
<!-- ============================================================ -->
|
||||
<record id="fusion_loan_view_search" model="ir.ui.view">
|
||||
<field name="name">fusion.loan.search</field>
|
||||
<field name="model">fusion.loan</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Loans">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<separator/>
|
||||
<filter name="filter_draft" string="Draft"
|
||||
domain="[('state', '=', 'draft')]"/>
|
||||
<filter name="filter_running" string="Running"
|
||||
domain="[('state', '=', 'running')]"/>
|
||||
<filter name="filter_paid" string="Paid"
|
||||
domain="[('state', '=', 'paid')]"/>
|
||||
<separator/>
|
||||
<filter name="filter_french" string="French"
|
||||
domain="[('amortization_method', '=', 'french')]"/>
|
||||
<filter name="filter_linear" string="Linear"
|
||||
domain="[('amortization_method', '=', 'linear')]"/>
|
||||
<separator/>
|
||||
<group>
|
||||
<filter name="group_state" string="Status"
|
||||
context="{'group_by': 'state'}"/>
|
||||
<filter name="group_partner" string="Lender"
|
||||
context="{'group_by': 'partner_id'}"/>
|
||||
<filter name="group_method" string="Method"
|
||||
context="{'group_by': 'amortization_method'}"/>
|
||||
<filter name="group_frequency" string="Frequency"
|
||||
context="{'group_by': 'payment_frequency'}"/>
|
||||
<filter name="group_start" string="Start Date"
|
||||
context="{'group_by': 'start_date:month'}"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- ============================================================ -->
|
||||
<!-- ACTION & MENUS -->
|
||||
<!-- ============================================================ -->
|
||||
<record id="action_fusion_loan" model="ir.actions.act_window">
|
||||
<field name="name">Loans</field>
|
||||
<field name="res_model">fusion.loan</field>
|
||||
<field name="view_mode">list,form</field>
|
||||
<field name="search_view_id" ref="fusion_loan_view_search"/>
|
||||
<field name="context">{'search_default_filter_running': 1}</field>
|
||||
<field name="help" type="html">
|
||||
<p class="o_view_nocontent_smiling_face">
|
||||
Create your first loan
|
||||
</p>
|
||||
<p>
|
||||
Track loans, generate amortization schedules, and create
|
||||
journal entries automatically.
|
||||
</p>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Menu: Accounting > Accounting > Loans -->
|
||||
<menuitem id="menu_fusion_loan"
|
||||
name="Loans"
|
||||
parent="account.menu_finance_entries"
|
||||
action="action_fusion_loan"
|
||||
sequence="70"
|
||||
groups="account.group_account_user"/>
|
||||
|
||||
<!-- Import wizard action (toolbar) -->
|
||||
<record id="action_fusion_loan_import_wizard" model="ir.actions.act_window">
|
||||
<field name="name">Import Loans</field>
|
||||
<field name="res_model">fusion.loan.import.wizard</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
</record>
|
||||
|
||||
<!-- Menu: Import Loans sub-item -->
|
||||
<menuitem id="menu_fusion_loan_import"
|
||||
name="Import Loans"
|
||||
parent="menu_fusion_loan"
|
||||
action="action_fusion_loan_import_wizard"
|
||||
sequence="10"
|
||||
groups="account.group_account_manager"/>
|
||||
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user