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                   <group>
  57                         <filter icon="terp-document-new"
  58                             string="New"
  59                             domain="[('state','=','draft')]"/>
  60                         <filter icon="terp-camera_test"
  61                             string="Open"
  62                             domain="[('state','=','open')]"/>
  63                         <filter icon="terp-gtk-media-pause"
  64                             string="Pending"
  65                             domain="[('state','=','pending')]"/>
  66                         <filter string="My Sales Team(s)"
  67                                 icon="terp-personal+"
  68                                 context="{'invisible_section': False}"
  69                                 domain="[('section_id.user_id','=',uid)]"
  70                                 help="My Sales Team(s)" />
  71                         <filter string="My Company"
  72                                 icon="terp-go-home"
  73                                 context="{'invisible_section': False}"
  74                                 domain="[('section_id.user_id.company_id','=',uid)]"
  75                                 help="My company"/>
  76                         <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
  77                         <separator orientation="vertical"/>
  78                         <field name="company_id" groups="base.group_multi_company"/>
  79                         <field name="user_id" string="Salesperson"/>
  80                         <field name="section_id" string="Sales Team"
  81                             context="{'invisible_section': False}"/>
  82                     </group>
  83                     <newline/>
  84                     <group  expand="0" string="Extended Filters...">
  85                         <filter icon="terp-dialog-close"
  86                             string="Done"
  87                             domain="[('state','=','done')]"/>
  88                         <filter icon="gtk-cancel"
  89                             string="Cancel"
  90                             domain="[('state','=','cancel')]"/>
  91                         <separator orientation="vertical"/>
  92                         <field name="partner_id"/>
  93                         <separator orientation="vertical"/>
  94                         <field name="stage_id" widget="selection" domain="[('section_ids', '=', 'section_id')]"/>
  95                         <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
  96                         <separator orientation="vertical"/>
  97                         <field name="priority" />
  98                         <field name="type_action" />
  99                         <newline/>
 100                         <field name="create_date" />
 101                         <field name="date_closed" />
 102                         <field name="date_deadline" />
 103                     </group>
 104                     <newline/>
 105                     <group  expand="1" string="Group By...">
 106                         <filter string="Salesperson" name="Salesperson" icon="terp-personal"
 107                             domain="[]" context="{'group_by':'user_id'}" />
 108                         <filter string="Sales Team" icon="terp-personal+"
 109                             domain="[]"
 110                             context="{'group_by':'section_id'}" />
 111                         <filter string="Partner" name="partner" icon="terp-partner"
 112                             domain="[]" context="{'group_by':'partner_id'}" />
 113                         <separator orientation="vertical" />
 114                         <filter string="Stage" icon="terp-stage" domain="[]"
 115                             context="{'group_by':'stage_id'}" />
 116                         <filter string="Priority" icon="terp-rating-rated" domain="[]"
 117                             context="{'group_by':'priority'}" />
 118                         <filter string="Category" icon="terp-stock_symbol-selection"
 119                             domain="[]" context="{'group_by':'categ_id'}" />
 120
 121                         <separator orientation="vertical"/>
 122                         <filter string="Type" icon="terp-stock_symbol-selection" domain="[]"
 123                             context="{'group_by':'type_action'}" help="Action Type"/>
 124                         <filter string="Status" icon="terp-stock_effects-object-colorize"
 125                             domain="[]" context="{'group_by':'state'}" />
 126                         <separator orientation="vertical" />
 127                         <filter string="Company" icon="terp-go-home"
 128                             domain="[]"
 129                             context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
 130
 131                         <separator orientation="vertical" />
 132                         <filter string="Day" icon="terp-go-today"
 133                             domain="[]" context="{'group_by':'day'}"
 134                             help="Date of claim"/>
 135
 136                         <filter string="Month" icon="terp-go-month"
 137                             domain="[]" context="{'group_by':'month'}"
 138                             help="Month of claim"/>
 139
 140                         <filter string="Year" icon="terp-go-year"
 141                             domain="[]" context="{'group_by':'name'}"
 142                             help="Year of claim"/>
 143                     </group>
 144                 </search>
 145             </field>
 146         </record>
 147
 148 <!-- CRM Claim Report Action -->
 149
 150         <record id="action_report_crm_claim" model="ir.actions.act_window">
 151             <field name="name">Claims Analysis</field>
 152             <field name="res_model">crm.claim.report</field>
 153             <field name="view_type">form</field>
 154             <field name="view_mode">tree,graph</field>
 155             <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 156             <field name="view_id" ref="view_report_crm_claim_tree"/>
 157             <field name="search_view_id" ref="view_report_crm_claim_filter"/>
 158             <field name="help">Have a general overview of all claims processed in the system by sorting them with specific criteria.</field>
 159         </record>
 160
 161         <record model="ir.actions.act_window.view" id="action_report_crm_claim_tree">
 162             <field name="sequence" eval="1"/>
 163             <field name="view_mode">tree</field>
 164             <field name="view_id" ref="view_report_crm_claim_tree"/>
 165             <field name="act_window_id" ref="action_report_crm_claim"/>
 166         </record>
 167
 168         <record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
 169             <field name="sequence" eval="2"/>
 170             <field name="view_mode">graph</field>
 171             <field name="view_id" ref="view_report_crm_claim_graph"/>
 172             <field name="act_window_id" ref="action_report_crm_claim"/>
 173         </record>
 174
 175         <menuitem id="base.menu_project_report" name="Project"
 176             groups="base.group_no_one"
 177             parent="base.menu_reporting" sequence="30"/>
 178
 179         <menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
 180             action="action_report_crm_claim" parent="base.menu_project_report" sequence="15"/>
 181
 182
 183     </data>
 184 </openerp>