1 <?xml version="1.0" encoding="utf-8"?>
5 <!-- CRM Claim Report Graph View -->
7 <record id="view_report_crm_claim_graph" model="ir.ui.view">
8 <field name="name">crm.claim.report.graph</field>
9 <field name="model">crm.claim.report</field>
10 <field name="arch" type="xml">
11 <graph string="Claims" type="pivot" stacked="True">
12 <field name="stage_id" type="row"/>
13 <field name="user_id" type="col"/>
14 <field name="nbr" type="measure"/>
19 <!-- CRM Claim Report Search View -->
21 <record id="view_report_crm_claim_filter" model="ir.ui.view">
22 <field name="name">crm.claim.report.select</field>
23 <field name="model">crm.claim.report</field>
24 <field name="arch" type="xml">
25 <search string="Search">
26 <filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
28 <!-- A 'My Company' filter makes no sense regarding record rules, and is not possible to do (uid is not a company): remove me in 8.0 -->
29 <filter string="My Company" icon="terp-go-home" context="{'invisible_section': False}" domain="[]" help="My company"
32 <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
33 <field name="company_id" groups="base.group_multi_company"/>
34 <field name="user_id" string="Salesperson"/>
35 <field name="section_id" string="Sales Team" context="{'invisible_section': False}"
36 groups="base.group_multi_salesteams"/>
37 <group expand="0" string="Extended Filters...">
38 <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
39 <field name="stage_id" domain="[('section_ids', '=', 'section_id')]"/>
40 <field name="categ_id" domain="[('object_id.model', '=', 'crm.claim')]"/>
41 <field name="priority"/>
42 <field name="type_action"/>
43 <field name="create_date" />
44 <field name="date_closed" />
45 <field name="date_deadline" />
47 <group expand="1" string="Group By">
48 <filter string="Salesperson" name="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
49 <filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
50 <filter string="Partner" name="partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
51 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
52 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
53 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
54 <filter string="Type" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'type_action'}" help="Action Type"/>
55 <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
56 <filter string="Day" icon="terp-go-today" domain="[]" context="{'group_by':'day'}" help="Date of claim"/>
57 <filter string="Month" icon="terp-go-month" domain="[]" context="{'group_by':'month'}" help="Month of claim"/>
58 <filter string="Year" icon="terp-go-year" domain="[]" context="{'group_by':'name'}" help="Year of claim"/>
64 <!-- CRM Claim Report Action -->
66 <record id="action_report_crm_claim" model="ir.actions.act_window">
67 <field name="name">Claims Analysis</field>
68 <field name="res_model">crm.claim.report</field>
69 <field name="view_type">form</field>
70 <field name="view_mode">graph</field>
71 <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
72 <field name="view_id" ref="view_report_crm_claim_graph"/>
73 <field name="search_view_id" ref="view_report_crm_claim_filter"/>
74 <field name="help">Have a general overview of all claims processed in the system by sorting them with specific criteria.</field>
77 <record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
78 <field name="sequence" eval="2"/>
79 <field name="view_mode">graph</field>
80 <field name="view_id" ref="view_report_crm_claim_graph"/>
81 <field name="act_window_id" ref="action_report_crm_claim"/>
84 <menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
85 action="action_report_crm_claim" parent="base.next_id_64" sequence="15"/>