240 lines
12 KiB
XML
240 lines
12 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ==================== SETTLEMENT BATCH ==================== -->
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<!-- Tree View -->
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<record id="poynt_settlement_batch_view_list" model="ir.ui.view">
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<field name="name">poynt.settlement.batch.list</field>
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<field name="model">poynt.settlement.batch</field>
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<field name="arch" type="xml">
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<list decoration-info="state == 'draft'" decoration-success="state == 'reconciled'" decoration-warning="state == 'matched'" decoration-danger="state == 'error'">
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<field name="name"/>
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<field name="transaction_date"/>
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<field name="settlement_date"/>
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<field name="sale_count"/>
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<field name="refund_count"/>
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<field name="poynt_total" sum="Total"/>
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<field name="elavon_deposit" sum="Total"/>
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<field name="fee_amount" sum="Total"/>
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<field name="matched_count"/>
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<field name="state" widget="badge"
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decoration-info="state == 'draft'"
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decoration-success="state == 'reconciled'"
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decoration-warning="state == 'matched'"
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decoration-danger="state == 'error'"/>
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</list>
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</field>
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</record>
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<!-- Form View -->
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<record id="poynt_settlement_batch_view_form" model="ir.ui.view">
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<field name="name">poynt.settlement.batch.form</field>
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<field name="model">poynt.settlement.batch</field>
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<field name="arch" type="xml">
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<form>
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<header>
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<button name="action_fetch_transactions" type="object"
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string="Fetch Transactions" class="btn-primary"
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invisible="line_ids or state != 'draft'"/>
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<button name="action_match_deposit" type="object"
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string="Match Bank Deposit" class="btn-primary"
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invisible="state != 'draft' or not line_ids"/>
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<button name="action_match_existing_payments" type="object"
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string="Match Existing Payments" class="btn-secondary"
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invisible="state not in ('draft', 'matched')"/>
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<button name="action_reset_to_draft" type="object"
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string="Reset to Draft" class="btn-secondary"
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invisible="state in ('draft', 'reconciled')"/>
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<field name="state" widget="statusbar" statusbar_visible="draft,matched,reconciled"/>
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</header>
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<sheet>
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<div class="oe_button_box" name="button_box">
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<button name="action_view_payments" type="object"
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class="oe_stat_button" icon="fa-money"
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invisible="payment_count == 0">
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<field name="payment_count" string="Payments" widget="statinfo"/>
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</button>
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<button name="action_view_invoices" type="object"
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class="oe_stat_button" icon="fa-pencil-square-o"
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invisible="invoice_count == 0">
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<field name="invoice_count" string="Invoices" widget="statinfo"/>
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</button>
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</div>
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<div class="oe_title">
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<h1>
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<field name="name" readonly="1"/>
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</h1>
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</div>
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<group>
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<group>
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<field name="transaction_date"/>
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<field name="settlement_date"/>
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<field name="provider_id"/>
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</group>
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<group>
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<field name="poynt_total"/>
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<field name="elavon_deposit"/>
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<field name="fee_amount"/>
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<field name="currency_id" invisible="1"/>
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<field name="bank_statement_line_id"/>
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</group>
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</group>
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<group>
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<group>
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<field name="sale_count"/>
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<field name="refund_count"/>
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<field name="matched_count"/>
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</group>
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</group>
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<notebook>
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<page string="Transaction Lines" name="lines">
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<field name="line_ids">
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<list editable="bottom"
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decoration-success="state == 'matched'"
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decoration-muted="state == 'no_match'"
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decoration-danger="state == 'error'">
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<field name="transaction_date"/>
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<field name="action"/>
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<field name="amount" sum="Total"/>
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<field name="card_brand"/>
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<field name="card_last4"/>
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<field name="card_holder_name"/>
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<field name="partner_id"/>
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<field name="existing_payment_id" string="Staff Payment"/>
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<field name="existing_invoice_id" string="Invoice"/>
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<field name="match_method"/>
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<field name="state" widget="badge"
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decoration-success="state == 'matched'"
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decoration-muted="state == 'no_match'"
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decoration-danger="state == 'error'"/>
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<field name="currency_id" column_invisible="1"/>
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</list>
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</field>
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</page>
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<page string="Notes" name="notes">
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<field name="notes"/>
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</page>
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</notebook>
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</sheet>
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</form>
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</field>
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</record>
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<!-- Search View -->
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<record id="poynt_settlement_batch_view_search" model="ir.ui.view">
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<field name="name">poynt.settlement.batch.search</field>
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<field name="model">poynt.settlement.batch</field>
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<field name="arch" type="xml">
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<search>
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<field name="name"/>
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<field name="transaction_date"/>
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<field name="settlement_date"/>
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<filter name="filter_draft" string="Draft" domain="[('state', '=', 'draft')]"/>
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<filter name="filter_matched" string="Matched" domain="[('state', '=', 'matched')]"/>
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<filter name="filter_reconciled" string="Reconciled" domain="[('state', '=', 'reconciled')]"/>
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<filter name="filter_error" string="Errors" domain="[('state', '=', 'error')]"/>
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<separator/>
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<filter name="group_state" string="Status" context="{'group_by': 'state'}" domain="[]"/>
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<filter name="group_settlement_date" string="Settlement Date" context="{'group_by': 'settlement_date:month'}" domain="[]"/>
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</search>
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</field>
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</record>
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<!-- Action -->
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<record id="action_poynt_settlement_batch" model="ir.actions.act_window">
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<field name="name">Settlement Batches</field>
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<field name="res_model">poynt.settlement.batch</field>
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<field name="view_mode">list,form</field>
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<field name="search_view_id" ref="poynt_settlement_batch_view_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No settlement batches yet
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</p>
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<p>
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Settlement batches are created automatically by the daily cron job,
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or you can create one manually to fetch Poynt terminal transactions
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for a specific date.
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</p>
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</field>
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</record>
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<!-- ==================== SETTLEMENT LINE ==================== -->
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<!-- Tree View (standalone) -->
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<record id="poynt_settlement_line_view_list" model="ir.ui.view">
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<field name="name">poynt.settlement.line.list</field>
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<field name="model">poynt.settlement.line</field>
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<field name="arch" type="xml">
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<list decoration-success="state == 'matched'" decoration-muted="state == 'no_match'" decoration-danger="state == 'error'">
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<field name="batch_id"/>
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<field name="transaction_date"/>
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<field name="action"/>
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<field name="amount" sum="Total"/>
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<field name="card_brand"/>
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<field name="card_last4"/>
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<field name="card_holder_name"/>
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<field name="partner_id"/>
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<field name="existing_payment_id" string="Staff Payment"/>
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<field name="existing_invoice_id" string="Invoice"/>
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<field name="match_method"/>
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<field name="state" widget="badge"
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decoration-success="state == 'matched'"
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decoration-muted="state == 'no_match'"
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decoration-danger="state == 'error'"/>
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</list>
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</field>
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</record>
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<!-- Search View -->
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<record id="poynt_settlement_line_view_search" model="ir.ui.view">
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<field name="name">poynt.settlement.line.search</field>
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<field name="model">poynt.settlement.line</field>
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<field name="arch" type="xml">
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<search>
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<field name="card_holder_name"/>
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<field name="card_last4"/>
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<field name="partner_id"/>
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<field name="poynt_transaction_id"/>
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<filter name="filter_unmatched" string="No Payment Found" domain="[('state', '=', 'no_match')]"/>
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<filter name="filter_matched" string="Matched to Payment" domain="[('state', '=', 'matched')]"/>
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<filter name="filter_fetched" string="Pending Match" domain="[('state', '=', 'fetched')]"/>
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<filter name="filter_errors" string="Errors" domain="[('state', '=', 'error')]"/>
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<separator/>
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<filter name="group_batch" string="Batch" context="{'group_by': 'batch_id'}" domain="[]"/>
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<filter name="group_partner" string="Customer" context="{'group_by': 'partner_id'}" domain="[]"/>
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<filter name="group_card_brand" string="Card Brand" context="{'group_by': 'card_brand'}" domain="[]"/>
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<filter name="group_state" string="Status" context="{'group_by': 'state'}" domain="[]"/>
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</search>
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</field>
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</record>
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<!-- Action -->
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<record id="action_poynt_settlement_line" model="ir.actions.act_window">
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<field name="name">Settlement Transactions</field>
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<field name="res_model">poynt.settlement.line</field>
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<field name="view_mode">list</field>
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<field name="search_view_id" ref="poynt_settlement_line_view_search"/>
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</record>
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<!-- ==================== MENUS ==================== -->
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<menuitem id="menu_poynt_settlement_root"
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name="Settlements"
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parent="account.root_payment_menu"
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sequence="30"/>
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<menuitem id="menu_poynt_settlement_batches"
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name="Settlement Batches"
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parent="menu_poynt_settlement_root"
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action="action_poynt_settlement_batch"
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sequence="10"/>
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<menuitem id="menu_poynt_settlement_lines"
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name="All Transactions"
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parent="menu_poynt_settlement_root"
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action="action_poynt_settlement_line"
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sequence="20"/>
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</odoo>
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