addons/account/report/account_invoice_report_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3 <data>
   4     <record id="view_account_invoice_report_graph" model="ir.ui.view">
   5          <field name="name">account.invoice.report.graph</field>
   6          <field name="model">account.invoice.report</field>
   7          <field name="arch" type="xml">
   8              <graph string="Invoices Analysis" type="pivot">
   9                  <field name="categ_id" type="row"/>
  10                  <field name="period_id" type="col"/>
  11                  <field name="price_total" type="measure"/>
  12              </graph>
  13          </field>
  14     </record>
  15
  16     <!-- Custom reports (aka filters) -->
  17     <record id="filter_invoice_salespersons" model="ir.filters">
  18         <field name="name">By Salespersons</field>
  19         <field name="model_id">account.invoice.report</field>
  20         <field name="domain">[]</field>
  21         <field name="user_id" eval="False"/>
  22         <field name="context">{'group_by': ['date:month', 'user_id']}</field>
  23     </record>
  24     <record id="filter_invoice_product" model="ir.filters">
  25         <field name="name">By Product</field>
  26         <field name="model_id">account.invoice.report</field>
  27         <field name="domain">[]</field>
  28         <field name="user_id" eval="False"/>
  29         <field name="context">{'group_by': ['date:month', 'product_id'], 'set_visible':True, 'residual_invisible':True}</field>
  30     </record>
  31     <record id="filter_invoice_product_category" model="ir.filters">
  32         <field name="name">By Product Category</field>
  33         <field name="model_id">account.invoice.report</field>
  34         <field name="domain">[]</field>
  35         <field name="user_id" eval="False"/>
  36         <field name="context">{'group_by': ['date:month', 'categ_id'], 'residual_invisible':True}</field>
  37     </record>
  38     <record id="filter_invoice_refund" model="ir.filters">
  39         <field name="name">By Refund</field>
  40         <field name="model_id">account.invoice.report</field>
  41         <field name="domain">[('type', '=', 'out_refund')]</field>
  42         <field name="user_id" eval="False"/>
  43         <field name="context">{'group_by': ['date:month', 'user_id']}</field>
  44     </record>
  45     <record id="filter_invoice_country" model="ir.filters">
  46         <field name="name">By Country</field>
  47         <field name="model_id">account.invoice.report</field>
  48         <field name="domain">[]</field>
  49         <field name="user_id" eval="False"/>
  50         <field name="context">{'group_by': ['date:month', 'country_id']}</field>
  51     </record>
  52
  53     <record id="view_account_invoice_report_search" model="ir.ui.view">
  54         <field name="name">account.invoice.report.search</field>
  55         <field name="model">account.invoice.report</field>
  56         <field name="arch" type="xml">
  57             <search string="Invoices Analysis">
  58                 <field name="date"/>
  59                 <filter string="This Year" name="thisyear" domain="['|', ('date', '=', False), '&amp;',('date','&lt;=', time.strftime('%%Y-12-31')),('date','&gt;=',time.strftime('%%Y-01-01'))]" help="Journal invoices with period in current year"/>
  60                 <separator/>
  61                 <filter string="To Invoice" domain="[('state','=','draft')]" help = "Draft Invoices"/>
  62                 <filter string="Pro-forma" domain="['|', ('state','=','proforma'),('state','=','proforma2')]"/>
  63                 <filter string="Invoiced" name="current" domain="[('state','not in', ('draft','cancel','proforma','proforma2'))]"/>
  64                 <separator/>
  65                 <filter string="Customer" name="customer" domain="['|', ('type','=','out_invoice'),('type','=','out_refund')]"/>
  66                 <filter string="Supplier" domain="['|', ('type','=','in_invoice'),('type','=','in_refund')]"/>
  67                 <separator/>
  68                 <filter string="Invoice" domain="['|', ('type','=','out_invoice'),('type','=','in_invoice')]"/>
  69                 <filter string="Refund" domain="['|', ('type','=','out_refund'),('type','=','in_refund')]"/>
  70                 <field name="partner_id" operator="child_of"/>
  71                 <field name="user_id" />
  72                 <field name="categ_id" filter_domain="[('categ_id', 'child_of', self)]"/>
  73                 <group expand="1" string="Group By">
  74                     <filter string="Partner" name="partner_id" context="{'group_by':'partner_id','residual_visible':True}"/>
  75                     <filter string="Salesperson" name='user' context="{'group_by':'user_id'}"/>
  76                     <filter string="Sales Team" domain="[]" context="{'group_by':'team_id'}" groups="base.group_multi_salesteams"/>
  77                     <filter string="Product Category" name="category_product" context="{'group_by':'categ_id','residual_invisible':True}"/>
  78                     <filter string="Status" context="{'group_by':'state'}"/>
  79                     <filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
  80                     <separator orientation="vertical" />
  81                     <filter string="Period" context="{'group_by':'period_id'}"/>
  82                     <filter string="Due Month" context="{'group_by':'date_due:month'}"/>
  83                 </group>
  84             </search>
  85         </field>
  86     </record>
  87
  88     <record id="action_account_invoice_report_all" model="ir.actions.act_window">
  89         <field name="name">Invoices Analysis</field>
  90         <field name="res_model">account.invoice.report</field>
  91         <field name="view_type">form</field>
  92         <field name="view_mode">graph</field>
  93         <field name="context">{'search_default_current':1, 'search_default_customer':1, 'group_by':[], 'group_by_no_leaf':1, 'search_default_year': 1}</field>
  94         <field name="search_view_id" ref="view_account_invoice_report_search"/>
  95         <field name="help">From this report, you can have an overview of the amount invoiced to your customer. The tool search can also be used to personalise your Invoices reports and so, match this analysis to your needs.</field>
  96
  97     </record>
  98
  99     <menuitem action="action_account_invoice_report_all" id="menu_action_account_invoice_report_all" parent="account.menu_finance_reporting" sequence="0"/>
 100
 101     <act_window
 102         id="act_account_invoice_partner_relation"
 103         name="Monthly Turnover"
 104         groups="group_account_manager"
 105         context="{'search_default_partner_id':[active_id], 'search_default_month':1,'search_default_user':1,'group_by_no_leaf':1,'group_by':[]}"
 106         res_model="account.invoice.report"
 107         src_model="res.partner"/>
 108
 109 </data>
 110 </openerp>