1 <?xml version="1.0" encoding="utf-8"?>
5 <!-- CRM Claim Report Tree View -->
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"/>
31 <!-- CRM Claim Report Form View -->
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">
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"/>
54 <!-- CRM Claim Report Graph View -->
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">
63 <field name="nbr" operator="+"/>
64 <field group="True" name="user_id"/>
69 <!-- CRM Claim Report Search View -->
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-go-year"
81 domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
83 <!-- <filter string="This Month" name="This Year" icon="terp-hr"
84 domain="[('month','=',time.strftime('%%m'))]" />-->
85 <filter string="This Month" icon="terp-go-month" name="This Month"
86 domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
88 <filter icon="terp-go-week" string="7 Days" separator="1"
89 domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
91 <separator orientation="vertical" />
92 <filter icon="terp-document-new"
94 domain="[('state','=','draft')]"/>
95 <filter icon="terp-camera_test"
97 domain="[('state','=','open')]"/>
98 <filter icon="terp-gtk-media-pause"
100 domain="[('state','=','pending')]"/>
102 <separator orientation="vertical" />
103 <field name="section_id"
104 default="context.get('section_id', False)"
106 context="{'invisible_section': False}">
108 <filter icon="terp-personal+"
109 context="{'invisible_section': False}"
110 domain="[('section_id.user_id','=',uid)]"
114 <field name="company_id" widget="selection">
115 <filter icon="terp-go-home"
116 context="{'invisible_section': False}"
117 domain="[('section_id.user_id.company_id','=',uid)]"
121 <field name="user_id" select="1" widget="selection">
122 <filter icon="terp-personal+" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
126 <group expand="0" string="Group By...">
127 <filter string="User" name="User" icon="terp-personal"
128 domain="[]" context="{'group_by':'user_id'}" />
130 <filter string="Company" icon="terp-go-home"
132 context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
134 <filter string="Section" icon="terp-personal+"
136 context="{'group_by':'section_id'}" />
138 <separator orientation="vertical" />
139 <filter string="State" icon="terp-stock_effects-object-colorize"
140 domain="[]" context="{'group_by':'state'}" />
142 <filter string="Stage" icon="terp-stage" domain="[]"
143 context="{'group_by':'stage_id'}" />
145 <filter string="Category" icon="terp-stock_symbol-selection"
146 domain="[]" context="{'group_by':'categ_id'}" />
148 <separator orientation="vertical"/>
149 <filter string="Priority" icon="terp-rating-rated" domain="[]"
150 context="{'group_by':'priority'}" />
151 <filter string="Type" icon="terp-stock_symbol-selection" domain="[]"
152 context="{'group_by':'type_id'}" />
154 <separator orientation="vertical" />
155 <filter string="Day" icon="terp-go-today"
156 domain="[]" context="{'group_by':'day'}"/>
158 <filter string="Month" icon="terp-go-month"
159 domain="[]" context="{'group_by':'month'}" />
161 <filter string="Year" icon="terp-go-year"
162 domain="[]" context="{'group_by':'name'}" />
165 <group expand="0" string="Extended options..." groups="base.group_extended">
166 <filter icon="terp-dialog-close"
168 domain="[('state','=','done')]"/>
170 <filter icon="gtk-cancel"
172 domain="[('state','=','cancel')]"/>
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')]"/>
187 <!-- CRM Claim Report Action -->
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"/>
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"/>
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"/>
214 <menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
215 groups="base.group_extended"
216 action="action_report_crm_claim" parent="base.next_id_64" sequence="6"/>