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="delay_close" avg="Avg Closing Delay"/>
  22                         <field name="state" invisible="1"/>
  23                         <field name="stage_id" invisible="1"/>
  24                         <field name="categ_id" invisible="1"/>
  25                         <field name="priority" invisible="1"/>
  26                         <field name="type_id" invisible="1"/>
  27                 </tree>
  28             </field>
  29         </record>
  30
  31 <!-- CRM Claim Report Form View -->
  32
  33         <record id="view_report_crm_claim_form" model="ir.ui.view">
  34             <field name="name">crm.claim.report.form</field>
  35             <field name="model">crm.claim.report</field>
  36             <field name="type">form</field>
  37             <field name="arch" type="xml">
  38                                 <form string="Cases">
  39                     <field name="name" select="1"/>
  40                     <field name="month" select="1"/>
  41                     <field name="user_id" select="1"/>
  42                                         <field name="section_id" select="1"/>
  43                     <field name="nbr" select="1"/>
  44                     <field name="delay_close"/>
  45                     <field name="amount_revenue"/>
  46                     <field name="amount_costs"/>
  47                     <field name="amount_revenue_prob"/>
  48                     <field name="probability"/>
  49                     <field name="state" select="1"/>
  50                 </form>
  51             </field>
  52         </record>
  53
  54 <!-- CRM Claim Report Graph View -->
  55
  56         <record id="view_report_crm_claim_graph" model="ir.ui.view">
  57             <field name="name">crm.claim.report.graph</field>
  58             <field name="model">crm.claim.report</field>
  59             <field name="type">graph</field>
  60             <field name="arch" type="xml">
  61                 <graph orientation="horizontal" string="Claims" type="bar">
  62                     <field name="state"/>
  63                     <field name="nbr" operator="+"/>
  64                     <field group="True" name="user_id"/>
  65                 </graph>
  66             </field>
  67         </record>
  68
  69 <!-- CRM Claim Report Search View -->
  70
  71                 <record id="view_report_crm_claim_filter" model="ir.ui.view">
  72             <field name="name">crm.claim.report.select</field>
  73             <field name="model">crm.claim.report</field>
  74             <field name="type">search</field>
  75             <field name="arch" type="xml">
  76                 <search string="Search">
  77                   <group col="16" colspan="8">
  78                                 <!--  <filter string="This Year" name="This Year" icon="terp-hr"
  79                                         domain="[('name','=',time.localtime()[0])]"/>-->
  80                                 <filter string="This Year" icon="terp-hr"
  81                                         domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
  82
  83                                 <!-- <filter string="This Month" name="This Year" icon="terp-hr"
  84                                         domain="[('month','=',time.strftime('%%m'))]" />-->
  85                        <filter string="This Month" icon="terp-hr" name="This Month"
  86                            domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
  87
  88                        <filter icon="gtk-media-rewind" string="7 Days" separator="1"
  89                             domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
  90
  91                                 <separator orientation="vertical" />
  92                         <filter icon="terp-hr"
  93                                 string="Draft"
  94                                 domain="[('state','=','draft')]"/>
  95                                            <filter icon="terp-hr"
  96                                 string="Open"
  97                                 domain="[('state','=','open')]"/>
  98                                            <filter icon="terp-hr"
  99                                 string="Pending"
 100                                 domain="[('state','=','pending')]"/>
 101
 102                                 <separator orientation="vertical" />
 103                                 <field name="section_id"
 104                                         default="context.get('section_id', False)"
 105                                         widget="selection"
 106                                         context="{'invisible_section': False}">
 107
 108                                         <filter icon="terp-crm"
 109                                                 context="{'invisible_section': False}"
 110                                                 domain="[('section_id.user_id','=',uid)]"
 111                                                 help="My section" />
 112
 113                                 </field>
 114                                 <field name="company_id" widget="selection">
 115                            <filter icon="terp-crm"
 116                         context="{'invisible_section': False}"
 117                         domain="[('section_id.user_id.company_id','=',uid)]"
 118                         help="My company"/>
 119                         </field>
 120
 121                         <field name="user_id" select="1" widget="selection">
 122                                         <filter icon="terp-crm" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
 123                                 </field>
 124                    </group>
 125                     <newline/>
 126                    <group  expand="1" string="Group By...">
 127                         <filter string="User" name="User" icon="terp-sale"
 128                             domain="[]" context="{'group_by':'user_id'}" />
 129
 130                         <filter string="Company" icon="terp-sale"
 131                             domain="[]"
 132                             context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
 133
 134                         <filter string="Section" icon="terp-sale"
 135                             domain="[]"
 136                             context="{'group_by':'section_id'}" />
 137
 138                         <separator orientation="vertical" />
 139                         <filter string="State" icon="terp-sale"
 140                             domain="[]" context="{'group_by':'state'}" />
 141
 142                         <filter string="Stage" icon="terp-sale" domain="[]"
 143                              context="{'group_by':'stage_id'}" />
 144
 145                         <filter string="Category" icon="terp-sale"
 146                             domain="[]" context="{'group_by':'categ_id'}" />
 147
 148                         <separator orientation="vertical"/>
 149                          <filter string="Priority" icon="terp-sale" domain="[]"
 150                              context="{'group_by':'priority'}" />
 151                          <filter string="Type" icon="terp-sale" domain="[]"
 152                              context="{'group_by':'type_id'}" />
 153
 154                         <separator orientation="vertical" />
 155                         <filter string="Day" icon="terp-sale"
 156                             domain="[]" context="{'group_by':'day'}"/>
 157
 158                         <filter string="Month" icon="terp-sale"
 159                             domain="[]" context="{'group_by':'month'}" />
 160
 161                         <filter string="Year" icon="terp-sale"
 162                             domain="[]" context="{'group_by':'name'}" />
 163                   </group>
 164                    <newline/>
 165                    <group  expand="0" string="Extended options..." groups="base.group_extended">
 166                          <filter icon="terp-sale"
 167                                 string="Done"
 168                                 domain="[('state','=','done')]"/>
 169
 170                         <filter icon="terp-sale"
 171                                 string="Cancel"
 172                                 domain="[('state','=','cancel')]"/>
 173
 174                         <group>
 175                                     <separator orientation="vertical"/>
 176                                     <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
 177                                         <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
 178                                         <separator orientation="vertical"/>
 179                                         <field name="priority" />
 180                                         <field name="type_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
 181                                 </group>
 182                    </group>
 183                </search>
 184             </field>
 185         </record>
 186
 187 <!-- CRM Claim Report Action -->
 188
 189         <record id="action_report_crm_claim" model="ir.actions.act_window">
 190             <field name="name">Claims</field>
 191             <field name="res_model">crm.claim.report</field>
 192             <field name="view_type">form</field>
 193                         <field name="view_mode">tree,graph</field>
 194                         <field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 195             <field name="view_id" ref="view_report_crm_claim_tree"/>
 196             <field name="search_view_id" ref="view_report_crm_claim_filter"/>
 197
 198         </record>
 199
 200            <record model="ir.actions.act_window.view" id="action_report_crm_claim_tree">
 201             <field name="sequence" eval="1"/>
 202             <field name="view_mode">tree</field>
 203             <field name="view_id" ref="view_report_crm_claim_tree"/>
 204             <field name="act_window_id" ref="action_report_crm_claim"/>
 205         </record>
 206
 207            <record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
 208             <field name="sequence" eval="2"/>
 209             <field name="view_mode">graph</field>
 210             <field name="view_id" ref="view_report_crm_claim_graph"/>
 211             <field name="act_window_id" ref="action_report_crm_claim"/>
 212         </record>
 213
 214        <menuitem name="Claims" id="menu_report_crm_claim_tree"
 215            groups="base.group_extended"
 216            action="action_report_crm_claim" parent="base.next_id_64" />
 217
 218
 219     </data>
 220 </openerp>