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 Graph View -->
   6
   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"/>
  15                 </graph>
  16             </field>
  17         </record>
  18
  19 <!-- CRM Claim Report Search View -->
  20
  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"/>
  27                     <separator/>
  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"
  30                         invisible="1"/>
  31                     <separator/>
  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" />
  46                     </group>
  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="Claim Date" icon="terp-go-month" domain="[]" context="{'group_by':'claim_date'}" help="Month of claim"/>
  57                     </group>
  58                 </search>
  59             </field>
  60         </record>
  61
  62 <!-- CRM Claim Report Action -->
  63
  64         <record id="action_report_crm_claim" model="ir.actions.act_window">
  65             <field name="name">Claims Analysis</field>
  66             <field name="res_model">crm.claim.report</field>
  67             <field name="view_type">form</field>
  68             <field name="view_mode">graph</field>
  69             <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
  70             <field name="view_id" ref="view_report_crm_claim_graph"/>
  71             <field name="search_view_id" ref="view_report_crm_claim_filter"/>
  72             <field name="help">Have a general overview of all claims processed in the system by sorting them with specific criteria.</field>
  73         </record>
  74
  75         <record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
  76             <field name="sequence" eval="2"/>
  77             <field name="view_mode">graph</field>
  78             <field name="view_id" ref="view_report_crm_claim_graph"/>
  79             <field name="act_window_id" ref="action_report_crm_claim"/>
  80         </record>
  81
  82         <menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
  83             action="action_report_crm_claim" parent="base.next_id_64" sequence="15"/>
  84
  85     </data>
  86 </openerp>