addons/crm_claim/report/crm_claim_report_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5 <!-- CRM Claim Report Tree View -->
   6
   7         <record id="view_report_crm_claim_tree" model="ir.ui.view">
   8             <field name="name">crm.claim.report.tree</field>
   9             <field name="model">crm.claim.report</field>
  10             <field name="type">tree</field>
  11             <field name="arch" type="xml">
  12                <tree string="Claims">
  13                     <field name="name" invisible="1"/>
  14                     <field name="month" invisible="1"/>
  15                     <field name="section_id" invisible="1"/>
  16                     <field name="user_id" invisible="1"/>
  17                     <field name="company_id" invisible="1"/>
  18                     <field name="partner_id" invisible="1"/>
  19                     <field name="day" invisible="1"/>
  20                     <field name="nbr" string="#Claim" sum="#Claim"/>
  21                     <field name="email" sum="# Mails"/>
  22                     <field name="delay_close" avg="Avg Closing Delay"/>
  23                     <field name="email"/>
  24                     <field name="probability" widget="progressbar"/>
  25                     <field name="delay_expected"/>
  26                     <field name="state" invisible="1"/>
  27                     <field name="stage_id" invisible="1"/>
  28                     <field name="categ_id" invisible="1"/>
  29                     <field name="priority" invisible="1"/>
  30                     <field name="type_action" invisible="1"/>
  31                 </tree>
  32             </field>
  33         </record>
  34
  35 <!-- CRM Claim Report Graph View -->
  36
  37         <record id="view_report_crm_claim_graph" model="ir.ui.view">
  38             <field name="name">crm.claim.report.graph</field>
  39             <field name="model">crm.claim.report</field>
  40             <field name="type">graph</field>
  41             <field name="arch" type="xml">
  42                 <graph orientation="horizontal" string="Claims" type="bar">
  43                     <field name="state"/>
  44                     <field name="nbr" operator="+"/>
  45                     <field group="True" name="user_id"/>
  46                 </graph>
  47             </field>
  48         </record>
  49
  50 <!-- CRM Claim Report Search View -->
  51
  52         <record id="view_report_crm_claim_filter" model="ir.ui.view">
  53             <field name="name">crm.claim.report.select</field>
  54             <field name="model">crm.claim.report</field>
  55             <field name="type">search</field>
  56             <field name="arch" type="xml">
  57                 <search string="Search">
  58                   <group col="16" colspan="8">
  59                        <filter string="  Year  " icon="terp-go-year"
  60                                domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
  61                                help="Claims created in current year"/>
  62
  63                        <filter string="   Month   " icon="terp-go-month" name="This Month"
  64                            domain="[('create_date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
  65                            help="Claims created in current month"/>
  66
  67                        <filter icon="terp-go-month" string="    Month-1    " separator="1"
  68                             domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
  69                             help="Claims created in last month"/>
  70
  71                         <separator orientation="vertical" />
  72                         <filter icon="terp-document-new"
  73                             string="Draft"
  74                             domain="[('state','=','draft')]"/>
  75                         <filter icon="terp-camera_test"
  76                             string="Open"
  77                             domain="[('state','=','open')]"/>
  78                         <filter icon="terp-gtk-media-pause"
  79                             string="Pending"
  80                             domain="[('state','=','pending')]"/>
  81
  82                         <separator orientation="vertical" />
  83                         <field name="section_id" string="Sales Team"
  84                             context="{'invisible_section': False}">
  85
  86                             <filter icon="terp-personal+" groups="base.group_extended"
  87                                 context="{'invisible_section': False}"
  88                                 domain="[('section_id.user_id','=',uid)]"
  89                                 help="My Sales Team(s)" />
  90
  91                         </field>
  92                         <field name="company_id" groups="base.group_multi_company">
  93                             <filter icon="terp-go-home"
  94                                 context="{'invisible_section': False}"
  95                                 domain="[('section_id.user_id.company_id','=',uid)]"
  96                                 help="My company"/>
  97                         </field>
  98
  99                         <field name="user_id" string="Salesman" select="1">
 100                             <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
 101                         </field>
 102                     </group>
 103                     <newline/>
 104                     <group  expand="0" string="Extended Filters..." groups="base.group_extended">
 105                         <filter icon="terp-dialog-close"
 106                             string="Done"
 107                             domain="[('state','=','done')]"/>
 108                         <filter icon="gtk-cancel"
 109                             string="Cancel"
 110                             domain="[('state','=','cancel')]"/>
 111                         <separator orientation="vertical"/>
 112                         <field name="partner_id"/>
 113                         <separator orientation="vertical"/>
 114                         <field name="stage_id" widget="selection" domain="[('type', '=', 'claim')]"/>
 115                         <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
 116                         <separator orientation="vertical"/>
 117                         <field name="priority" />
 118                         <field name="type_action" />
 119                         <newline/>
 120                         <field name="date_closed" />
 121                         <field name="date_deadline" />
 122                     </group>
 123                     <newline/>
 124                     <group  expand="1" string="Group By...">
 125                         <filter string="Salesman" name="Salesman" icon="terp-personal"
 126                             domain="[]" context="{'group_by':'user_id'}" />
 127                         <filter string="Sales Team" icon="terp-personal+"
 128                             domain="[]"
 129                             context="{'group_by':'section_id'}" />
 130                         <filter string="Partner" name="partner" icon="terp-partner"
 131                             domain="[]" context="{'group_by':'partner_id'}" />
 132                         <separator orientation="vertical" />
 133                         <filter string="Stage" icon="terp-stage" domain="[]"
 134                             context="{'group_by':'stage_id'}" />
 135                         <filter string="Priority" icon="terp-rating-rated" domain="[]"
 136                             context="{'group_by':'priority'}" />
 137                         <filter string="Category" icon="terp-stock_symbol-selection"
 138                             domain="[]" context="{'group_by':'categ_id'}" />
 139
 140                         <separator orientation="vertical"/>
 141                         <filter string="Type" icon="terp-stock_symbol-selection" domain="[]"
 142                             context="{'group_by':'type_action'}" help="Action Type"/>
 143                         <filter string="State" icon="terp-stock_effects-object-colorize"
 144                             domain="[]" context="{'group_by':'state'}" />
 145                         <separator orientation="vertical" />
 146                         <filter string="Company" icon="terp-go-home"
 147                             domain="[]"
 148                             context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
 149
 150                         <separator orientation="vertical" />
 151                         <filter string="Day" icon="terp-go-today"
 152                             domain="[]" context="{'group_by':'day'}"
 153                             help="Date of claim"/>
 154
 155                         <filter string="Month" icon="terp-go-month"
 156                             domain="[]" context="{'group_by':'month'}"
 157                             help="Month of claim"/>
 158
 159                         <filter string="Year" icon="terp-go-year"
 160                             domain="[]" context="{'group_by':'name'}"
 161                             help="Year of claim"/>
 162                     </group>
 163                 </search>
 164             </field>
 165         </record>
 166
 167 <!-- CRM Claim Report Action -->
 168
 169         <record id="action_report_crm_claim" model="ir.actions.act_window">
 170             <field name="name">Claims Analysis</field>
 171             <field name="res_model">crm.claim.report</field>
 172             <field name="view_type">form</field>
 173             <field name="view_mode">tree,graph</field>
 174             <field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 175             <field name="view_id" ref="view_report_crm_claim_tree"/>
 176             <field name="search_view_id" ref="view_report_crm_claim_filter"/>
 177             <field name="help">Have a general overview of all claims processed in the system by sorting them with specific criteria.</field>
 178         </record>
 179
 180         <record model="ir.actions.act_window.view" id="action_report_crm_claim_tree">
 181             <field name="sequence" eval="1"/>
 182             <field name="view_mode">tree</field>
 183             <field name="view_id" ref="view_report_crm_claim_tree"/>
 184             <field name="act_window_id" ref="action_report_crm_claim"/>
 185         </record>
 186
 187         <record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
 188             <field name="sequence" eval="2"/>
 189             <field name="view_mode">graph</field>
 190             <field name="view_id" ref="view_report_crm_claim_graph"/>
 191             <field name="act_window_id" ref="action_report_crm_claim"/>
 192         </record>
 193
 194         <menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
 195             groups="base.group_extended"
 196             action="action_report_crm_claim" parent="base.next_id_64" sequence="6"/>
 197
 198
 199     </data>
 200 </openerp>