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="delay_expected"/>
  24                     <field name="state" invisible="1"/>
  25                     <field name="stage_id" invisible="1"/>
  26                     <field name="categ_id" invisible="1"/>
  27                     <field name="priority" invisible="1"/>
  28                     <field name="type_action" invisible="1"/>
  29                 </tree>
  30             </field>
  31         </record>
  32
  33 <!-- CRM Claim Report Graph View -->
  34
  35         <record id="view_report_crm_claim_graph" model="ir.ui.view">
  36             <field name="name">crm.claim.report.graph</field>
  37             <field name="model">crm.claim.report</field>
  38             <field name="type">graph</field>
  39             <field name="arch" type="xml">
  40                 <graph orientation="horizontal" string="Claims" type="bar">
  41                     <field name="state"/>
  42                     <field name="nbr" operator="+"/>
  43                     <field group="True" name="user_id"/>
  44                 </graph>
  45             </field>
  46         </record>
  47
  48 <!-- CRM Claim Report Search View -->
  49
  50         <record id="view_report_crm_claim_filter" model="ir.ui.view">
  51             <field name="name">crm.claim.report.select</field>
  52             <field name="model">crm.claim.report</field>
  53             <field name="type">search</field>
  54             <field name="arch" type="xml">
  55                 <search string="Search">
  56                     <field name="company_id" groups="base.group_multi_company"/>
  57                     <field name="user_id" string="Salesperson"/>
  58                     <field name="section_id" string="Sales Team" context="{'invisible_section': False}"/>
  59                     <filter icon="terp-document-new" string="New" domain="[('state','=','draft')]"/>
  60                     <filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]"/>
  61                     <filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]"/>
  62                     <separator/>
  63                     <filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" />
  64                     <separator/>
  65                     <filter string="My Company" icon="terp-go-home" context="{'invisible_section': False}" domain="[('section_id.user_id.company_id','=',uid)]" help="My company"/>
  66                     <separator/>
  67                     <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
  68                     <group  expand="0" string="Extended Filters...">
  69                         <field name="partner_id"/>
  70                         <field name="stage_id" domain="[('section_ids', '=', 'section_id')]"/>
  71                         <field name="categ_id" domain="[('object_id.model', '=', 'crm.claim')]"/>
  72                         <field name="priority"/>
  73                         <field name="type_action"/>
  74                         <field name="create_date" />
  75                         <field name="date_closed" />
  76                         <field name="date_deadline" />
  77                         <filter icon="terp-dialog-close" string="Done" domain="[('state','=','done')]"/>
  78                         <filter icon="gtk-cancel" string="Cancel" domain="[('state','=','cancel')]"/>
  79                     </group>
  80                     <group  expand="1" string="Group By...">
  81                         <filter string="Salesperson" name="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
  82                         <filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" />
  83                         <filter string="Partner" name="partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
  84                         <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
  85                         <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
  86                         <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
  87                         <filter string="Type" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'type_action'}" help="Action Type"/>
  88                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
  89                         <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
  90                         <filter string="Day" icon="terp-go-today" domain="[]" context="{'group_by':'day'}" help="Date of claim"/>
  91                         <filter string="Month" icon="terp-go-month" domain="[]" context="{'group_by':'month'}" help="Month of claim"/>
  92                         <filter string="Year" icon="terp-go-year" domain="[]" context="{'group_by':'name'}" help="Year of claim"/>
  93                     </group>
  94                 </search>
  95             </field>
  96         </record>
  97
  98 <!-- CRM Claim Report Action -->
  99
 100         <record id="action_report_crm_claim" model="ir.actions.act_window">
 101             <field name="name">Claims Analysis</field>
 102             <field name="res_model">crm.claim.report</field>
 103             <field name="view_type">form</field>
 104             <field name="view_mode">tree,graph</field>
 105             <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 106             <field name="view_id" ref="view_report_crm_claim_tree"/>
 107             <field name="search_view_id" ref="view_report_crm_claim_filter"/>
 108             <field name="help">Have a general overview of all claims processed in the system by sorting them with specific criteria.</field>
 109         </record>
 110
 111         <record model="ir.actions.act_window.view" id="action_report_crm_claim_tree">
 112             <field name="sequence" eval="1"/>
 113             <field name="view_mode">tree</field>
 114             <field name="view_id" ref="view_report_crm_claim_tree"/>
 115             <field name="act_window_id" ref="action_report_crm_claim"/>
 116         </record>
 117
 118         <record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
 119             <field name="sequence" eval="2"/>
 120             <field name="view_mode">graph</field>
 121             <field name="view_id" ref="view_report_crm_claim_graph"/>
 122             <field name="act_window_id" ref="action_report_crm_claim"/>
 123         </record>
 124
 125         <menuitem id="base.menu_project_report" name="Project"
 126             groups="base.group_no_one"
 127             parent="base.menu_reporting" sequence="30"/>
 128
 129         <menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
 130             action="action_report_crm_claim" parent="base.menu_project_report" sequence="15"/>
 131
 132
 133     </data>
 134 </openerp>