<field name="day" invisible="1"/>
<field name="nbr" string="#Claim" sum="#Claim"/>
<field name="delay_close" avg="Avg Closing Delay"/>
+ <field name="delay_expected"/>
<field name="state" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
<field name="section_id" select="1"/>
<field name="nbr" select="1"/>
<field name="delay_close"/>
+ <field name="delay_expected"/>
<field name="amount_revenue"/>
<field name="amount_costs"/>
<field name="amount_revenue_prob"/>
<field name="arch" type="xml">
<search string="Search">
<group col="16" colspan="8">
- <filter string="This Year" icon="terp-go-year"
- domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
+ <filter string=" Year " icon="terp-go-year"
+ domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
+ help="Claims created in current year"/>
- <filter string="This Month" icon="terp-go-month" name="This Month"
- domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
+ <filter string=" Month " icon="terp-go-month" name="This Month"
+ domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-%%m-01'))]"
+ help="Claims created in current month"/>
- <filter icon="terp-go-week" string="7 Days" separator="1"
- domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
+ <filter icon="terp-go-month" string=" Month-1 " separator="1"
+ domain="[('create_date','<=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','>',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"
+ help="Claims created in last month"/>
<separator orientation="vertical" />
<filter icon="terp-document-new"
domain="[('state','=','pending')]"/>
<separator orientation="vertical" />
- <field name="section_id"
+ <field name="section_id" string="Sales Team"
default="context.get('section_id', False)"
- widget="selection"
context="{'invisible_section': False}">
<filter icon="terp-personal+"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
- help="My section" />
+ help="My team" />
</field>
- <field name="company_id" widget="selection">
+ <field name="company_id">
<filter icon="terp-go-home"
context="{'invisible_section': False}"
domain="[('section_id.user_id.company_id','=',uid)]"
help="My company"/>
</field>
- <field name="user_id" select="1" widget="selection">
+ <field name="user_id" string="Salesman" select="1">
<filter icon="terp-personal+" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
</field>
</group>
<group expand="1" string="Group By...">
<filter string="User" name="User" icon="terp-personal"
domain="[]" context="{'group_by':'user_id'}" />
-
- <filter string="Company" icon="terp-go-home"
- domain="[]"
- context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
-
- <filter string="Section" icon="terp-personal+"
+ <filter string="Sales Team" icon="terp-personal+"
domain="[]"
context="{'group_by':'section_id'}" />
-
+
<separator orientation="vertical" />
- <filter string="State" icon="terp-stock_effects-object-colorize"
- domain="[]" context="{'group_by':'state'}" />
-
<filter string="Stage" icon="terp-stage" domain="[]"
context="{'group_by':'stage_id'}" />
-
+ <filter string="Priority" icon="terp-rating-rated" domain="[]"
+ context="{'group_by':'priority'}" />
<filter string="Category" icon="terp-stock_symbol-selection"
domain="[]" context="{'group_by':'categ_id'}" />
<separator orientation="vertical"/>
- <filter string="Priority" icon="terp-rating-rated" domain="[]"
- context="{'group_by':'priority'}" />
- <filter string="Type" icon="terp-stock_symbol-selection" domain="[]"
+ <filter string="Type" icon="terp-stock_symbol-selection" domain="[]"
context="{'group_by':'type_id'}" />
-
+ <filter string="State" icon="terp-stock_effects-object-colorize"
+ domain="[]" context="{'group_by':'state'}" />
+ <separator orientation="vertical" />
+ <filter string="Company" icon="terp-go-home"
+ domain="[]"
+ context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
+
<separator orientation="vertical" />
<filter string="Day" icon="terp-go-today"
- domain="[]" context="{'group_by':'day'}"/>
+ domain="[]" context="{'group_by':'day'}"
+ help="Date of claim"/>
<filter string="Month" icon="terp-go-month"
- domain="[]" context="{'group_by':'month'}" />
+ domain="[]" context="{'group_by':'month'}"
+ help="Month of claim"/>
<filter string="Year" icon="terp-go-year"
- domain="[]" context="{'group_by':'name'}" />
+ domain="[]" context="{'group_by':'name'}"
+ help="Year of claim"/>
</group>
-
</search>
</field>
</record>
<!-- CRM Claim Report Action -->
<record id="action_report_crm_claim" model="ir.actions.act_window">
- <field name="name">Claims</field>
+ <field name="name">Claims Analysis</field>
<field name="res_model">crm.claim.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>