refactor(fusion_accounting): move AI module code into fusion_accounting_ai sub-module
git mv preserves history. fusion_accounting/ retains only __manifest__.py, __init__.py, CLAUDE.md, and docs/ — the meta-module shell. All Python, data, views, security, services, static, tests, wizards, report move to fusion_accounting_ai/. Manifest data list updated; security.xml move to _core deferred to Task 12. Made-with: Cursor
This commit is contained in:
gsinghpal
49
fusion_accounting_ai/views/config_views.xml
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49
fusion_accounting_ai/views/config_views.xml
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@@ -0,0 +1,49 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="res_config_settings_view_form_fusion_accounting" model="ir.ui.view">
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<field name="name">res.config.settings.view.form.fusion.accounting</field>
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<field name="model">res.config.settings</field>
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<field name="inherit_id" ref="account.res_config_settings_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//app[@name='account']" position="inside">
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<block title="Fusion AI" name="fusion_ai_settings">
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<setting string="AI Provider" help="Select the AI provider for Fusion Accounting.">
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<field name="fusion_ai_provider" widget="radio"/>
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</setting>
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<setting string="Anthropic API Key" help="API key for Anthropic Claude. Leave blank if using Fusion API module.">
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<field name="fusion_anthropic_api_key" password="True"/>
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</setting>
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<setting string="OpenAI API Key" help="API key for OpenAI GPT. Leave blank if using Fusion API module.">
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<field name="fusion_openai_api_key" password="True"/>
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</setting>
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<setting string="Claude Model" help="The Anthropic Claude model to use for conversations.">
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<field name="fusion_claude_model"/>
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</setting>
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<setting string="OpenAI Model" help="The OpenAI model to use for conversations.">
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<field name="fusion_openai_model"/>
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</setting>
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</block>
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<block title="Fusion AI Behaviour" name="fusion_ai_behaviour">
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<setting string="Tier 3 Promotion Threshold" help="Accuracy threshold (0.0 - 1.0) for promoting Tier 3 tools to auto-approved.">
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<field name="fusion_tier3_threshold"/>
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</setting>
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<setting string="Tier 3 Minimum Sample Size" help="Minimum decisions before promotion is considered.">
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<field name="fusion_tier3_min_sample"/>
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</setting>
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<setting string="Audit Scan Frequency" help="How often the automated audit scan runs.">
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<field name="fusion_audit_cron_frequency"/>
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</setting>
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<setting string="Match History in Prompt" help="Number of recent match history records to include in AI prompt context.">
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<field name="fusion_history_in_prompt"/>
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</setting>
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<setting string="Max Tool Calls Per Turn" help="Maximum number of tool calls the AI can make in a single conversation turn.">
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<field name="fusion_max_tool_calls"/>
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</setting>
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<setting string="Post-Action Audit Hook" help="Run audit checks automatically after journal entries are posted.">
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<field name="fusion_enable_post_audit"/>
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</setting>
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</block>
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</xpath>
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</field>
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</record>
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</odoo>
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8
fusion_accounting_ai/views/dashboard_views.xml
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8
fusion_accounting_ai/views/dashboard_views.xml
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@@ -0,0 +1,8 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Client Action for OWL Dashboard -->
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<record id="action_fusion_dashboard" model="ir.actions.client">
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<field name="name">Fusion AI Dashboard</field>
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<field name="tag">fusion_accounting.dashboard</field>
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</record>
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</odoo>
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137
fusion_accounting_ai/views/match_history_views.xml
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137
fusion_accounting_ai/views/match_history_views.xml
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@@ -0,0 +1,137 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_fusion_history_list" model="ir.ui.view">
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<field name="name">fusion.accounting.match.history.list</field>
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<field name="model">fusion.accounting.match.history</field>
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<field name="arch" type="xml">
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<list string="Match History" default_order="proposed_at desc">
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<field name="proposed_at" string="Date"/>
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<field name="session_id" string="Session"/>
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<field name="tool_display_name" string="Tool"/>
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<field name="tool_name" string="Tool (Code)" optional="hide"/>
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<field name="decision" widget="badge"
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decoration-success="decision in ('approved', 'auto')"
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decoration-danger="decision == 'rejected'"
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decoration-warning="decision == 'pending'"/>
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<field name="ai_confidence" string="Confidence" widget="progressbar"/>
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<field name="amount" string="Amount"/>
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<field name="partner_id" string="Partner"/>
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<field name="ai_reasoning" string="Reasoning" optional="hide"/>
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<field name="decided_by" string="Decided By" optional="hide"/>
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<field name="decided_at" string="Decided At" optional="hide"/>
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</list>
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</field>
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</record>
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<record id="view_fusion_history_form" model="ir.ui.view">
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<field name="name">fusion.accounting.match.history.form</field>
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<field name="model">fusion.accounting.match.history</field>
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<field name="arch" type="xml">
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<form string="Match History">
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<header>
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<button name="action_approve" string="Approve" type="object"
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class="btn-primary" invisible="decision != 'pending'"
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groups="fusion_accounting.group_fusion_accounting_manager"/>
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<button name="action_reject" string="Reject" type="object"
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class="btn-danger" invisible="decision != 'pending'"
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groups="fusion_accounting.group_fusion_accounting_manager"/>
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<field name="decision" widget="statusbar"
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statusbar_visible="pending,approved,rejected,auto"/>
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</header>
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<sheet>
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<div class="oe_title mb-3">
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<h1>
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<field name="tool_display_name" readonly="1"/>
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</h1>
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<div class="text-muted small">
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Internal: <field name="tool_name" readonly="1" class="d-inline"/>
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</div>
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</div>
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<group>
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<group string="Request Details">
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<field name="session_id"/>
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<field name="proposed_at" string="When"/>
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<field name="ai_confidence" widget="progressbar" string="Confidence"/>
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<field name="amount"/>
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<field name="partner_id"/>
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<field name="rule_id" invisible="not rule_id"/>
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</group>
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<group string="Decision">
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<field name="decided_by"/>
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<field name="decided_at"/>
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<field name="rejection_reason"
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invisible="decision != 'rejected'"/>
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</group>
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</group>
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<notebook>
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<page string="AI Reasoning" name="reasoning">
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<field name="ai_reasoning" widget="text"
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placeholder="No AI reasoning recorded for this tool call."
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nolabel="1"/>
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</page>
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<page string="Parameters" name="params">
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<field name="tool_params_pretty" widget="text"
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nolabel="1" readonly="1"/>
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</page>
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<page string="Result" name="result">
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<field name="tool_result_pretty" widget="text"
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nolabel="1" readonly="1"/>
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</page>
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<page string="Correction" name="correction"
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invisible="decision != 'rejected'">
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<group>
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<field name="rejection_reason" string="Why was this rejected?"/>
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<field name="correct_action" widget="text"
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string="What should have been done instead?"/>
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</group>
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</page>
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</notebook>
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<group string="Linked Records" invisible="not bank_statement_line_id">
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<field name="bank_statement_line_id"/>
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<field name="move_line_ids" widget="many2many_tags"/>
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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_fusion_history_search" model="ir.ui.view">
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<field name="name">fusion.accounting.match.history.search</field>
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<field name="model">fusion.accounting.match.history</field>
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<field name="arch" type="xml">
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<search>
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<field name="tool_name"/>
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<field name="partner_id"/>
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<field name="session_id"/>
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<filter name="pending" string="Pending" domain="[('decision', '=', 'pending')]"/>
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<filter name="approved" string="Approved" domain="[('decision', '=', 'approved')]"/>
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<filter name="rejected" string="Rejected" domain="[('decision', '=', 'rejected')]"/>
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<filter name="auto" string="Auto-Executed" domain="[('decision', '=', 'auto')]"/>
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<separator/>
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<filter name="today" string="Today" domain="[('proposed_at', '>=', (context_today()).strftime('%Y-%m-%d'))]"/>
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<filter name="this_week" string="This Week" domain="[('proposed_at', '>=', (context_today() - datetime.timedelta(days=7)).strftime('%Y-%m-%d'))]"/>
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<separator/>
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<group>
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<filter name="group_tool" string="Tool" domain="[]" context="{'group_by': 'tool_name'}"/>
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<filter name="group_decision" string="Decision" domain="[]" context="{'group_by': 'decision'}"/>
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<filter name="group_session" string="Session" domain="[]" context="{'group_by': 'session_id'}"/>
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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 id="action_fusion_history" model="ir.actions.act_window">
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<field name="name">Match History</field>
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<field name="res_model">fusion.accounting.match.history</field>
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<field name="view_mode">list,form</field>
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<field name="search_view_id" ref="view_fusion_history_search"/>
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<field name="context">{'search_default_today': 1}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">No match history yet</p>
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<p>AI tool calls and their outcomes will appear here.</p>
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</field>
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</record>
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</odoo>
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62
fusion_accounting_ai/views/menus.xml
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62
fusion_accounting_ai/views/menus.xml
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@@ -0,0 +1,62 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Root menu under Accounting (account_accountant uses accountant.menu_accounting) -->
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<menuitem id="menu_fusion_accounting_root"
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name="Fusion AI"
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parent="accountant.menu_accounting"
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sequence="8"
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groups="group_fusion_accounting_user"/>
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<!-- Dashboard -->
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<menuitem id="menu_fusion_dashboard"
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name="Dashboard"
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parent="menu_fusion_accounting_root"
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action="action_fusion_dashboard"
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sequence="10"/>
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<!-- Sessions -->
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<menuitem id="menu_fusion_sessions"
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name="AI Sessions"
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parent="menu_fusion_accounting_root"
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action="action_fusion_session"
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sequence="20"/>
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<!-- Match History -->
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<menuitem id="menu_fusion_history"
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name="Match History"
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parent="menu_fusion_accounting_root"
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action="action_fusion_history"
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sequence="30"/>
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<!-- Rules -->
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<menuitem id="menu_fusion_rules"
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name="Fusion Rules"
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parent="menu_fusion_accounting_root"
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action="action_fusion_rule"
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sequence="40"
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groups="group_fusion_accounting_manager"/>
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<!-- Vendor Tax Profiles -->
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<menuitem id="menu_fusion_vendor_profiles"
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name="Vendor Tax Profiles"
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parent="menu_fusion_accounting_root"
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action="action_vendor_tax_profiles"
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sequence="50"
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groups="group_fusion_accounting_manager"/>
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<!-- Recurring Patterns -->
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<menuitem id="menu_fusion_recurring_patterns"
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name="Recurring Patterns"
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parent="menu_fusion_accounting_root"
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action="action_recurring_patterns"
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sequence="55"
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groups="group_fusion_accounting_manager"/>
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<!-- Configuration (link to settings) -->
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<menuitem id="menu_fusion_config"
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name="Configuration"
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parent="menu_fusion_accounting_root"
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action="account.action_account_config"
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sequence="90"
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groups="group_fusion_accounting_admin"/>
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</odoo>
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86
fusion_accounting_ai/views/recurring_pattern_views.xml
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86
fusion_accounting_ai/views/recurring_pattern_views.xml
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@@ -0,0 +1,86 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<odoo>
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<record id="view_recurring_pattern_list" model="ir.ui.view">
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<field name="name">fusion.recurring.pattern.list</field>
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<field name="model">fusion.recurring.pattern</field>
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<field name="arch" type="xml">
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<list>
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<field name="name"/>
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<field name="ref_keyword"/>
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<field name="amount"/>
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<field name="expense_account_code" string="Account"/>
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<field name="has_hst"/>
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<field name="partner_id"/>
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<field name="reconcile_model_id"/>
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<field name="occurrences"/>
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<field name="last_seen"/>
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</list>
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</field>
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</record>
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<record id="view_recurring_pattern_form" model="ir.ui.view">
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<field name="name">fusion.recurring.pattern.form</field>
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<field name="model">fusion.recurring.pattern</field>
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<field name="arch" type="xml">
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<form>
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<sheet>
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<group>
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<group string="Pattern">
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<field name="name"/>
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<field name="ref_keyword"/>
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<field name="amount"/>
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<field name="amount_is_fixed"/>
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<field name="journal_id"/>
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</group>
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<group string="Coding">
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<field name="expense_account_id"/>
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<field name="has_hst"/>
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<field name="partner_id"/>
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<field name="reconcile_model_id"/>
|
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</group>
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</group>
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<group string="Statistics">
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<group>
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<field name="occurrences"/>
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<field name="first_seen"/>
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<field name="last_seen"/>
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</group>
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<group>
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="last_computed"/>
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</group>
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</group>
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<group string="AI Instructions">
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<field name="action_note" nolabel="1" colspan="2"/>
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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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|
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<record id="view_recurring_pattern_search" model="ir.ui.view">
|
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<field name="name">fusion.recurring.pattern.search</field>
|
||||
<field name="model">fusion.recurring.pattern</field>
|
||||
<field name="arch" type="xml">
|
||||
<search>
|
||||
<field name="name"/>
|
||||
<field name="ref_keyword"/>
|
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<separator/>
|
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<filter name="has_hst" string="Has HST" domain="[('has_hst', '=', True)]"/>
|
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<filter name="no_hst" string="No HST" domain="[('has_hst', '=', False)]"/>
|
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<filter name="has_reco_model" string="Has Reco Model" domain="[('reconcile_model_id', '!=', False)]"/>
|
||||
<separator/>
|
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<group>
|
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<filter name="group_account" string="Account" domain="[]" context="{'group_by': 'expense_account_id'}"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
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<record id="action_recurring_patterns" model="ir.actions.act_window">
|
||||
<field name="name">Recurring Patterns</field>
|
||||
<field name="res_model">fusion.recurring.pattern</field>
|
||||
<field name="view_mode">list,form</field>
|
||||
<field name="search_view_id" ref="view_recurring_pattern_search"/>
|
||||
</record>
|
||||
</odoo>
|
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113
fusion_accounting_ai/views/rule_views.xml
Normal file
113
fusion_accounting_ai/views/rule_views.xml
Normal file
@@ -0,0 +1,113 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
<record id="view_fusion_rule_list" model="ir.ui.view">
|
||||
<field name="name">fusion.accounting.rule.list</field>
|
||||
<field name="model">fusion.accounting.rule</field>
|
||||
<field name="arch" type="xml">
|
||||
<list string="Fusion Rules">
|
||||
<field name="sequence" widget="handle"/>
|
||||
<field name="name"/>
|
||||
<field name="rule_type" widget="badge"/>
|
||||
<field name="approval_tier" widget="badge"
|
||||
decoration-success="approval_tier == 'auto'"
|
||||
decoration-warning="approval_tier == 'needs_approval'"/>
|
||||
<field name="created_by"/>
|
||||
<field name="confidence_score" widget="progressbar"/>
|
||||
<field name="total_uses"/>
|
||||
<field name="active"/>
|
||||
</list>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_fusion_rule_form" model="ir.ui.view">
|
||||
<field name="name">fusion.accounting.rule.form</field>
|
||||
<field name="model">fusion.accounting.rule</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Fusion Rule">
|
||||
<header>
|
||||
<button name="action_demote" string="Demote to Needs Approval" type="object"
|
||||
class="btn-warning" invisible="approval_tier != 'auto'"
|
||||
groups="fusion_accounting.group_fusion_accounting_admin"/>
|
||||
<button name="action_rollback" string="Rollback to Previous Version" type="object"
|
||||
class="btn-secondary" invisible="not parent_rule_id"
|
||||
groups="fusion_accounting.group_fusion_accounting_admin"/>
|
||||
</header>
|
||||
<sheet>
|
||||
<div class="oe_title">
|
||||
<h1><field name="name" placeholder="Rule Name"/></h1>
|
||||
</div>
|
||||
<group>
|
||||
<group>
|
||||
<field name="rule_type"/>
|
||||
<field name="approval_tier"/>
|
||||
<field name="created_by"/>
|
||||
<field name="version"/>
|
||||
<field name="parent_rule_id"/>
|
||||
</group>
|
||||
<group>
|
||||
<field name="confidence_score" widget="progressbar"/>
|
||||
<field name="total_uses"/>
|
||||
<field name="total_approved"/>
|
||||
<field name="total_rejected"/>
|
||||
<field name="promotion_threshold"/>
|
||||
<field name="min_sample_size"/>
|
||||
</group>
|
||||
</group>
|
||||
<notebook>
|
||||
<page string="Logic" name="logic">
|
||||
<group>
|
||||
<field name="description"/>
|
||||
<field name="match_logic"/>
|
||||
<field name="trigger_domain"/>
|
||||
<field name="match_code"/>
|
||||
</group>
|
||||
</page>
|
||||
<page string="Accounts" name="accounts">
|
||||
<group>
|
||||
<field name="fee_account_id"/>
|
||||
<field name="write_off_account_id"/>
|
||||
<field name="journal_ids" widget="many2many_tags"/>
|
||||
</group>
|
||||
</page>
|
||||
<page string="Notes" name="notes">
|
||||
<field name="notes"/>
|
||||
</page>
|
||||
</notebook>
|
||||
</sheet>
|
||||
<chatter/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_fusion_rule_search" model="ir.ui.view">
|
||||
<field name="name">fusion.accounting.rule.search</field>
|
||||
<field name="model">fusion.accounting.rule</field>
|
||||
<field name="arch" type="xml">
|
||||
<search>
|
||||
<field name="name"/>
|
||||
<field name="rule_type"/>
|
||||
<filter name="active" string="Active" domain="[('active', '=', True)]"/>
|
||||
<filter name="auto" string="Auto-Approved" domain="[('approval_tier', '=', 'auto')]"/>
|
||||
<filter name="admin_created" string="Admin Created" domain="[('created_by', '=', 'admin')]"/>
|
||||
<filter name="ai_created" string="AI Created" domain="[('created_by', '=', 'ai')]"/>
|
||||
<separator/>
|
||||
<group>
|
||||
<filter name="group_type" string="Type" domain="[]" context="{'group_by': 'rule_type'}"/>
|
||||
<filter name="group_tier" string="Approval Tier" domain="[]" context="{'group_by': 'approval_tier'}"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_fusion_rule" model="ir.actions.act_window">
|
||||
<field name="name">Fusion Rules</field>
|
||||
<field name="res_model">fusion.accounting.rule</field>
|
||||
<field name="view_mode">list,form</field>
|
||||
<field name="search_view_id" ref="view_fusion_rule_search"/>
|
||||
<field name="context">{'search_default_active': 1}</field>
|
||||
<field name="help" type="html">
|
||||
<p class="o_view_nocontent_smiling_face">No rules defined yet</p>
|
||||
<p>Create rules to teach the AI your accounting patterns.</p>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
105
fusion_accounting_ai/views/session_views.xml
Normal file
105
fusion_accounting_ai/views/session_views.xml
Normal file
@@ -0,0 +1,105 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
<!-- Session List View -->
|
||||
<record id="view_fusion_session_list" model="ir.ui.view">
|
||||
<field name="name">fusion.accounting.session.list</field>
|
||||
<field name="model">fusion.accounting.session</field>
|
||||
<field name="arch" type="xml">
|
||||
<list string="AI Sessions">
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<field name="state" widget="badge" decoration-success="state == 'active'" decoration-muted="state == 'closed'"/>
|
||||
<field name="ai_provider"/>
|
||||
<field name="ai_model"/>
|
||||
<field name="tool_call_count"/>
|
||||
<field name="create_date"/>
|
||||
</list>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Session Form View (with basic chat) -->
|
||||
<record id="view_fusion_session_form" model="ir.ui.view">
|
||||
<field name="name">fusion.accounting.session.form</field>
|
||||
<field name="model">fusion.accounting.session</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="AI Session">
|
||||
<header>
|
||||
<button name="action_close_session" string="Close Session" type="object"
|
||||
class="btn-secondary" invisible="state == 'closed'"/>
|
||||
<field name="state" widget="statusbar" statusbar_visible="active,closed"/>
|
||||
</header>
|
||||
<sheet>
|
||||
<group>
|
||||
<group>
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<field name="context_domain"/>
|
||||
</group>
|
||||
<group>
|
||||
<field name="ai_provider"/>
|
||||
<field name="ai_model"/>
|
||||
<field name="tool_call_count"/>
|
||||
<field name="token_count_in"/>
|
||||
<field name="token_count_out"/>
|
||||
</group>
|
||||
</group>
|
||||
<notebook>
|
||||
<page string="Conversation" name="conversation">
|
||||
<field name="message_ids_json" widget="text" readonly="1"/>
|
||||
</page>
|
||||
<page string="Match History" name="history">
|
||||
<field name="match_history_ids">
|
||||
<list>
|
||||
<field name="tool_name"/>
|
||||
<field name="decision" widget="badge"
|
||||
decoration-success="decision == 'approved'"
|
||||
decoration-danger="decision == 'rejected'"
|
||||
decoration-warning="decision == 'pending'"
|
||||
decoration-info="decision == 'auto'"/>
|
||||
<field name="ai_confidence" widget="progressbar"/>
|
||||
<field name="amount"/>
|
||||
<field name="proposed_at"/>
|
||||
</list>
|
||||
</field>
|
||||
</page>
|
||||
</notebook>
|
||||
</sheet>
|
||||
<chatter/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Session Search View -->
|
||||
<record id="view_fusion_session_search" model="ir.ui.view">
|
||||
<field name="name">fusion.accounting.session.search</field>
|
||||
<field name="model">fusion.accounting.session</field>
|
||||
<field name="arch" type="xml">
|
||||
<search>
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<filter name="active" string="Active" domain="[('state', '=', 'active')]"/>
|
||||
<filter name="closed" string="Closed" domain="[('state', '=', 'closed')]"/>
|
||||
<separator/>
|
||||
<group>
|
||||
<filter name="group_user" string="User" domain="[]" context="{'group_by': 'user_id'}"/>
|
||||
<filter name="group_state" string="Status" domain="[]" context="{'group_by': 'state'}"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Session Action -->
|
||||
<record id="action_fusion_session" model="ir.actions.act_window">
|
||||
<field name="name">AI Sessions</field>
|
||||
<field name="res_model">fusion.accounting.session</field>
|
||||
<field name="view_mode">list,form</field>
|
||||
<field name="search_view_id" ref="view_fusion_session_search"/>
|
||||
<field name="context">{'search_default_active': 1}</field>
|
||||
<field name="help" type="html">
|
||||
<p class="o_view_nocontent_smiling_face">
|
||||
No AI sessions yet
|
||||
</p>
|
||||
<p>Start a conversation with Fusion AI from the dashboard.</p>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
95
fusion_accounting_ai/views/vendor_tax_profile_views.xml
Normal file
95
fusion_accounting_ai/views/vendor_tax_profile_views.xml
Normal file
@@ -0,0 +1,95 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<odoo>
|
||||
<!-- Tree View -->
|
||||
<record id="view_vendor_tax_profile_tree" model="ir.ui.view">
|
||||
<field name="name">fusion.vendor.tax.profile.tree</field>
|
||||
<field name="model">fusion.vendor.tax.profile</field>
|
||||
<field name="arch" type="xml">
|
||||
<list>
|
||||
<field name="partner_id"/>
|
||||
<field name="tax_classification" widget="badge"
|
||||
decoration-success="tax_classification == 'always_hst'"
|
||||
decoration-warning="tax_classification in ('shipping_only', 'mixed')"
|
||||
decoration-danger="tax_classification == 'never_hst'"
|
||||
decoration-info="tax_classification == 'mostly_hst'"/>
|
||||
<field name="total_bills"/>
|
||||
<field name="bills_with_hst"/>
|
||||
<field name="bills_zero_rated"/>
|
||||
<field name="avg_tax_pct" string="Avg Tax %"/>
|
||||
<field name="primary_account_code" string="Primary Account"/>
|
||||
<field name="is_po_vendor"/>
|
||||
<field name="po_count" optional="hide"/>
|
||||
<field name="is_foreign"/>
|
||||
<field name="last_computed"/>
|
||||
</list>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Form View -->
|
||||
<record id="view_vendor_tax_profile_form" model="ir.ui.view">
|
||||
<field name="name">fusion.vendor.tax.profile.form</field>
|
||||
<field name="model">fusion.vendor.tax.profile</field>
|
||||
<field name="arch" type="xml">
|
||||
<form>
|
||||
<sheet>
|
||||
<group>
|
||||
<group string="Vendor">
|
||||
<field name="partner_id"/>
|
||||
<field name="company_id" groups="base.group_multi_company"/>
|
||||
<field name="is_foreign"/>
|
||||
<field name="vendor_country"/>
|
||||
</group>
|
||||
<group string="Tax Classification">
|
||||
<field name="tax_classification"/>
|
||||
<field name="avg_tax_pct"/>
|
||||
<field name="primary_account_id"/>
|
||||
</group>
|
||||
</group>
|
||||
<group string="Bill Statistics">
|
||||
<group>
|
||||
<field name="total_bills"/>
|
||||
<field name="bills_with_hst"/>
|
||||
<field name="bills_zero_rated"/>
|
||||
</group>
|
||||
<group>
|
||||
<field name="last_computed"/>
|
||||
</group>
|
||||
</group>
|
||||
<group string="AI Tax Note">
|
||||
<field name="tax_note" nolabel="1" colspan="2"/>
|
||||
</group>
|
||||
</sheet>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Search View -->
|
||||
<record id="view_vendor_tax_profile_search" model="ir.ui.view">
|
||||
<field name="name">fusion.vendor.tax.profile.search</field>
|
||||
<field name="model">fusion.vendor.tax.profile</field>
|
||||
<field name="arch" type="xml">
|
||||
<search>
|
||||
<field name="partner_id"/>
|
||||
<field name="tax_classification"/>
|
||||
<separator/>
|
||||
<filter name="always_hst" string="Always HST" domain="[('tax_classification', '=', 'always_hst')]"/>
|
||||
<filter name="never_hst" string="Never HST" domain="[('tax_classification', '=', 'never_hst')]"/>
|
||||
<filter name="shipping_only" string="Shipping Only" domain="[('tax_classification', '=', 'shipping_only')]"/>
|
||||
<filter name="mixed" string="Mixed" domain="[('tax_classification', 'in', ('mixed', 'mostly_hst'))]"/>
|
||||
<filter name="foreign" string="Foreign Vendors" domain="[('is_foreign', '=', True)]"/>
|
||||
<separator/>
|
||||
<group>
|
||||
<filter name="group_classification" string="Classification" domain="[]" context="{'group_by': 'tax_classification'}"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Action -->
|
||||
<record id="action_vendor_tax_profiles" model="ir.actions.act_window">
|
||||
<field name="name">Vendor Tax Profiles</field>
|
||||
<field name="res_model">fusion.vendor.tax.profile</field>
|
||||
<field name="view_mode">tree,form</field>
|
||||
<field name="search_view_id" ref="view_vendor_tax_profile_search"/>
|
||||
</record>
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user