addons/account/report/account_invoice_report_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3 <data>
   4     <record id="view_account_invoice_report_graph" model="ir.ui.view">
   5          <field name="name">account.invoice.report.graph</field>
   6          <field name="model">account.invoice.report</field>
   7          <field name="arch" type="xml">
   8              <graph string="Invoices Analysis" type="pivot">
   9                  <field name="period_id" type="row"/>
  10                  <field name="categ_id" type="row"/>
  11                  <field name="nbr" type="measure"/>
  12                  <field name="product_qty" type="measure"/>
  13                  <field name="price_total" type="measure"/>
  14              </graph>
  15          </field>
  16     </record>
  17
  18     <!-- Custom reports (aka filters) -->
  19     <record id="filter_invoice_salespersons" model="ir.filters">
  20         <field name="name">By Salespersons</field>
  21         <field name="model_id">account.invoice.report</field>
  22         <field name="domain">[]</field>
  23         <field name="user_id" eval="False"/>
  24         <field name="context">{'group_by': ['date:month', 'user_id']}</field>
  25     </record>
  26     <record id="filter_invoice_product" model="ir.filters">
  27         <field name="name">By Product</field>
  28         <field name="model_id">account.invoice.report</field>
  29         <field name="domain">[]</field>
  30         <field name="user_id" eval="False"/>
  31         <field name="context">{'group_by': ['date:month', 'product_id'], 'set_visible':True, 'residual_invisible':True}</field>
  32     </record>
  33     <record id="filter_invoice_product_category" model="ir.filters">
  34         <field name="name">By Product Category</field>
  35         <field name="model_id">account.invoice.report</field>
  36         <field name="domain">[]</field>
  37         <field name="user_id" eval="False"/>
  38         <field name="context">{'group_by': ['date:month', 'categ_id'], 'residual_invisible':True}</field>
  39     </record>
  40     <record id="filter_invoice_refund" model="ir.filters">
  41         <field name="name">By Refund</field>
  42         <field name="model_id">account.invoice.report</field>
  43         <field name="domain">[('type', '=', 'out_refund')]</field>
  44         <field name="user_id" eval="False"/>
  45         <field name="context">{'group_by': ['date:month', 'user_id']}</field>
  46     </record>
  47     <record id="filter_invoice_country" model="ir.filters">
  48         <field name="name">By Country</field>
  49         <field name="model_id">account.invoice.report</field>
  50         <field name="domain">[]</field>
  51         <field name="user_id" eval="False"/>
  52         <field name="context">{'group_by': ['date:month', 'country_id']}</field>
  53     </record>
  54
  55     <record id="view_account_invoice_report_search" model="ir.ui.view">
  56         <field name="name">account.invoice.report.search</field>
  57         <field name="model">account.invoice.report</field>
  58         <field name="arch" type="xml">
  59             <search string="Invoices Analysis">
  60                 <field name="date"/>
  61                 <filter string="This Year" name="year" domain="['|', ('date', '=', False), '&amp;',('date','&lt;=', time.strftime('%%Y-12-31')),('date','&gt;=',time.strftime('%%Y-01-01'))]"/>
  62                 <separator/>
  63                 <filter string="To Invoice" domain="[('state','=','draft')]" help = "Draft Invoices"/>
  64                 <filter string="Pro-forma" domain="['|', ('state','=','proforma'),('state','=','proforma2')]"/>
  65                 <filter string="Invoiced" name="current" domain="[('state','not in', ('draft','cancel','proforma','proforma2'))]"/>
  66                 <separator/>
  67                 <filter string="Customer" name="customer" domain="['|', ('type','=','out_invoice'),('type','=','out_refund')]"/>
  68                 <filter string="Supplier" domain="['|', ('type','=','in_invoice'),('type','=','in_refund')]"/>
  69                 <separator/>
  70                 <filter string="Invoice" domain="['|', ('type','=','out_invoice'),('type','=','in_invoice')]"/>
  71                 <filter string="Refund" domain="['|', ('type','=','out_refund'),('type','=','in_refund')]"/>
  72                 <field name="partner_id"/>
  73                 <field name="user_id" />
  74                 <field name="categ_id" filter_domain="[('categ_id', 'child_of', self)]"/>
  75                 <group expand="1" string="Group By">
  76                     <filter string="Partner" name="partner_id" context="{'group_by':'partner_id','residual_visible':True}"/>
  77                     <filter string="Commercial Partner" name="commercial_partner_id" context="{'group_by':'commercial_partner_id','residual_visible':True}"/>
  78                     <filter string="Commercial Partner's Country" name="country_id" context="{'group_by':'country_id'}"/>
  79                     <filter string="Salesperson" name='user' icon="terp-personal" context="{'group_by':'user_id'}"/>
  80                     <filter string="Due Month" icon="terp-go-today" context="{'group_by':'date_due'}"/>
  81                     <filter string="Period" icon="terp-go-month" context="{'group_by':'period_id'}"/>
  82                     <filter string="Product" icon="terp-accessories-archiver" context="{'group_by':'product_id','set_visible':True,'residual_invisible':True}"/>
  83                     <filter string="Category of Product" name="category_product" icon="terp-stock_symbol-selection" context="{'group_by':'categ_id','residual_invisible':True}"/>
  84                     <filter string="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
  85                     <filter string="Type" icon="terp-stock_symbol-selection" context="{'group_by':'type'}"/>
  86                     <filter string="Journal" icon="terp-folder-orange" context="{'group_by':'journal_id'}"/>
  87                     <filter string="Account" icon="terp-folder-orange" context="{'group_by':'account_line_id'}"/>
  88                     <filter string="Company" icon="terp-go-home" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
  89                     <filter string="Invoice Date" name="month" icon="terp-go-month" context="{'group_by':'date'}" help="Group by month of Invoice Date"/>
  90                 </group>
  91             </search>
  92         </field>
  93     </record>
  94
  95     <record id="action_account_invoice_report_all" model="ir.actions.act_window">
  96         <field name="name">Invoices Analysis</field>
  97         <field name="res_model">account.invoice.report</field>
  98         <field name="view_type">form</field>
  99         <field name="view_mode">graph</field>
 100         <field name="context">{'search_default_current':1, 'search_default_year': 1, 'search_default_customer':1, 'group_by':[], 'group_by_no_leaf':1,}</field>
 101         <field name="search_view_id" ref="view_account_invoice_report_search"/>
 102         <field name="help">From this report, you can have an overview of the amount invoiced to your customer. The tool search can also be used to personalise your Invoices reports and so, match this analysis to your needs.</field>
 103
 104     </record>
 105
 106     <menuitem action="action_account_invoice_report_all" id="menu_action_account_invoice_report_all" parent="account.menu_finance_reporting" sequence="0"/>
 107
 108     <act_window
 109         id="act_account_invoice_partner_relation"
 110         name="Monthly Turnover"
 111         groups="group_account_manager"
 112         context="{'search_default_partner_id':[active_id], 'search_default_month':1,'search_default_user':1,'group_by_no_leaf':1,'group_by':[]}"
 113         res_model="account.invoice.report"
 114         src_model="res.partner"/>
 115
 116 </data>
 117 </openerp>