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 Graph View -->
   6
   7         <record id="view_report_crm_claim_graph" model="ir.ui.view">
   8             <field name="name">crm.claim.report.graph</field>
   9             <field name="model">crm.claim.report</field>
  10             <field name="arch" type="xml">
  11                 <graph string="Claims" type="pivot" stacked="True">
  12                     <field name="stage_id" type="row"/>
  13                     <field name="team_id" type="col"/>
  14                     <field name="nbr" type="measure"/>
  15                 </graph>
  16             </field>
  17         </record>
  18
  19 <!-- CRM Claim Report Custom reports (aka filters) -->
  20         <record id="filter_report_crm_claim_workload" model="ir.filters">
  21             <field name="name">Workload</field>
  22             <field name="model_id">crm.claim.report</field>
  23             <field name="user_id" eval="False"/>
  24             <field name="context">{'group_by': ['subject'], 'measures': ['email', 'delay_close']}</field>
  25         </record>
  26
  27 <!-- CRM Claim Report Search View -->
  28
  29         <record id="view_report_crm_claim_filter" model="ir.ui.view">
  30             <field name="name">crm.claim.report.select</field>
  31             <field name="model">crm.claim.report</field>
  32             <field name="arch" type="xml">
  33                 <search string="Search">
  34                     <filter string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
  35                     <filter string="My Sales Team(s)" context="{'invisible_team': False}" domain="[('team_id.user_id','=',uid)]" help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
  36                     <separator/>
  37                     <filter string="My Company" context="{'invisible_team': False}" domain="[('company_id.user_ids','=',uid)]" help="My Company"/>
  38                     <separator/>
  39                     <field name="company_id" groups="base.group_multi_company"/>
  40                     <field name="user_id" string="Salesperson"/>
  41                     <field name="team_id" string="Sales Team" context="{'invisible_team': False}"
  42                             groups="base.group_multi_salesteams"/>
  43                     <group  expand="0" string="Extended Filters...">
  44                         <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
  45                         <field name="stage_id" domain="[('team_ids', '=', 'team_id')]"/>
  46                         <field name="categ_id"/>
  47                         <field name="priority"/>
  48                         <field name="type_action"/>
  49                         <field name="create_date" />
  50                         <field name="date_closed" />
  51                         <field name="date_deadline" />
  52                     </group>
  53                     <group  expand="1" string="Group By">
  54                         <filter string="Salesperson" name="Salesperson" context="{'group_by':'user_id'}" />
  55                         <filter string="Sales Team" context="{'group_by':'team_id'}" groups="base.group_multi_salesteams"/>
  56                         <filter string="Partner" name="partner" context="{'group_by':'partner_id'}" />
  57                         <filter string="Stage" context="{'group_by':'stage_id'}" />
  58                         <filter string="Category" context="{'group_by':'categ_id'}" />
  59                         <filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
  60                         <separator/>
  61                         <filter string="Claim Month" context="{'group_by':'claim_date:month'}" help="Month of claim"/>
  62                     </group>
  63                 </search>
  64             </field>
  65         </record>
  66
  67 <!-- CRM Claim Report Action -->
  68
  69         <record id="action_report_crm_claim" model="ir.actions.act_window">
  70             <field name="name">Claims Analysis</field>
  71             <field name="res_model">crm.claim.report</field>
  72             <field name="view_type">form</field>
  73             <field name="view_mode">graph</field>
  74             <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
  75             <field name="view_id" ref="view_report_crm_claim_graph"/>
  76             <field name="search_view_id" ref="view_report_crm_claim_filter"/>
  77             <field name="help">Have a general overview of all claims processed in the system by sorting them with specific criteria.</field>
  78         </record>
  79
  80         <record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
  81             <field name="sequence" eval="2"/>
  82             <field name="view_mode">graph</field>
  83             <field name="view_id" ref="view_report_crm_claim_graph"/>
  84             <field name="act_window_id" ref="action_report_crm_claim"/>
  85         </record>
  86
  87         <menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
  88             action="action_report_crm_claim" parent="base.next_id_64" sequence="15"/>
  89
  90     </data>
  91 </openerp>