odoo/addons/sale/report/sale_report_view.xml

261 lines
14 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<record id="view_order_product_tree" model="ir.ui.view">
<field eval="1" name="priority"/>
<field name="name">sale.report.tree</field>
<field name="model">sale.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Sales Analysis">
<field name="date" invisible="1"/>
<field name="user_id" invisible="1"/>
<field name="year" invisible="1"/>
<field name="day" invisible="1"/>
<field name="month" invisible="1"/>
<field name="shop_id" invisible="1"/>
<field name="company_id" invisible="1" groups="base.group_multi_company"/>
<field name="partner_id" invisible="1"/>
<field name="product_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
<field name="nbr" sum="# of Lines"/>
<field name="product_uom_qty" sum="# of Qty"/>
<field name="shipped_qty_1" sum="Shipped"/>
<field name="product_uom" invisible="not context.get('set_visible',False)"/>
<field name="price_total" sum="Total Price"/>
<field name="delay" sum="Commitment Delay"/>
<field name="state" invisible="1"/>
<field name="analytic_account_id" invisible="1" groups="analytic.group_analytic_accounting"/>
</tree>
</field>
</record>
<record id="view_order_product_graph" model="ir.ui.view">
<field name="name">sale.report.graph</field>
<field name="model">sale.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Sales Analysis" type="bar">
<field name="product_id"/>
<field name="price_total"/>
<field name="state" group="True"/>
</graph>
</field>
</record>
<record id="view_order_product_search" model="ir.ui.view">
<field name="name">sale.report.search</field>
<field name="model">sale.report</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Sales Analysis">
<group>
<filter icon="terp-go-year" string="Year" name="year"
domain="[('date','&lt;=', time.strftime('%%Y-%%m-%%d')),('date','&gt;=',time.strftime('%%Y-01-01'))]"
help="Sales order created in current year"/>
<separator orientation="vertical"/>
<filter icon="terp-go-month" string="Month"
name="month"
domain="[('date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('date','&gt;=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
help="Sales order created in current month"/>
<filter icon="terp-go-month"
string="Month-1"
domain="[('date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('date','&gt;=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
help="Sales order created in last month"/>
<separator orientation="vertical"/>
<filter icon="terp-document-new"
string="Quotations"
domain="[('state','=','draft')]"/>
<filter icon="terp-check"
string="Sales"
domain="[('state','not in',('draft','done','cancel'))]"/>
<separator orientation="vertical"/>
<filter icon="terp-accessories-archiver"
string="Picked"
domain="[('shipped','=',True)]"/>
<separator orientation="vertical"/>
<field name="partner_id"/>
<field name="product_id"/>
<field name="user_id">
<filter icon="terp-personal"
string="My Sales"
help="My Sales"
domain="[('user_id','=',uid)]"/>
</field>
</group>
<newline/>
<group expand="0" string="Extended Filters...">
<field name="shop_id" widget="selection"/>
<field name="categ_id" widget="selection"/>
<field name="company_id" groups="base.group_multi_company" widget="selection"/>
<newline/>
<field name="date"/>
<field name="date_confirm"/>
</group>
<newline/>
<group expand="1" string="Group By...">
<filter string="Salesperson" icon="terp-personal" name="User" context="{'group_by':'user_id'}"/>
<filter string="Partner" icon="terp-partner" name="Customer" context="{'group_by':'partner_id'}"/>
<separator orientation="vertical"/>
<filter string="Product" icon="terp-accessories-archiver" context="{'group_by':'product_id','set_visible':True}"/>
<filter string="Reference UoM" icon="terp-mrp" context="{'group_by':'product_uom'}"/>
<filter string="Category of Product" icon="terp-stock_symbol-selection" name="Category" context="{'group_by':'categ_id'}"/>
<separator orientation="vertical" groups="analytic.group_analytic_accounting"/>
<filter string="Analytic Account" icon="terp-folder-green" context="{'group_by':'analytic_account_id'}" groups="analytic.group_analytic_accounting"/>
<separator orientation="vertical" groups="analytic.group_analytic_accounting"/>
<filter string="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
<separator orientation="vertical"/>
<filter string="Shop" icon="terp-go-home" context="{'group_by':'shop_id'}"/>
<filter string="Company" icon="terp-go-home" groups="base.group_multi_company" context="{'group_by':'company_id'}"/>
<separator orientation="vertical"/>
<filter string="Day" icon="terp-go-today" context="{'group_by':'day'}" help="Ordered date of the sales order"/>
<filter string="Month" name="order_month" icon="terp-go-month" context="{'group_by':'month'}" help="Ordered month of the sales order"/>
<filter string="Year" icon="terp-go-year" context="{'group_by':'year'}" help="Ordered Year of the sales order"/>
</group>
</search>
</field>
</record>
<record id="action_order_report_all" model="ir.actions.act_window">
<field name="name">Sales Analysis</field>
<field name="res_model">sale.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="search_view_id" ref="view_order_product_search"/>
<field name="view_id" ref="view_order_product_tree"/>
<field name="context">{'search_default_year':1,'search_default_month':1,'search_default_User':1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="help">This report performs analysis on your quotations and sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
</record>
<menuitem id="base.next_id_64" name="Sales" parent="base.menu_reporting" sequence="1" groups="base.group_sale_manager"/>
<menuitem action="action_order_report_all" id="menu_report_product_all" parent="base.next_id_64" sequence="10"/>
<!--This views used in board_sale module -->
<record id="view_sales_by_partner_graph" model="ir.ui.view">
<field name="name">sales.by.partner.graph</field>
<field name="model">sale.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Sales by Partner" type="bar">
<field name="partner_id" />
<field name="price_total" operator="+"/>
</graph>
</field>
</record>
<record id="action_sales_by_partner" model="ir.actions.act_window">
<field name="name">Sales per Customer in last 90 days</field>
<field name="res_model">sale.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="domain">[('state','=','done'),('date','&lt;=', time.strftime('%Y-%m-%d')),('date','&gt;',(datetime.date.today()-datetime.timedelta(days=90)).strftime('%Y-%m-%d'))]</field>
<field name="view_id" ref="view_sales_by_partner_graph"/>
<field name="context">{'search_default_Customer':1}</field>
</record>
<record id="view_sales_by_salesman_graph" model="ir.ui.view">
<field name="name">sales.by.salesman.graph</field>
<field name="model">sale.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Sales by Salesman" type="bar">
<field name="user_id" />
<field name="price_total" operator="+"/>
</graph>
</field>
</record>
<record id="action_sales_by_salesman" model="ir.actions.act_window">
<field name="name">Sales by Salesman in last 90 days</field>
<field name="res_model">sale.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="domain">[('state','in',('manual','progress','done')),('date','&lt;=', time.strftime('%Y-%m-%d')),('date','&gt;',(datetime.date.today()-datetime.timedelta(days=90)).strftime('%Y-%m-%d'))]</field>
<field name="view_id" ref="view_sales_by_salesman_graph"/>
<field name="context">{'search_default_User':1}</field>
</record>
<record id="view_sales_product_total_price_graph" model="ir.ui.view">
<field name="name">sold.product.total.price.graph</field>
<field name="model">sale.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Sales by Product Category" type="bar">
<field name="categ_id" />
<field name="price_total" operator="+"/>
</graph>
</field>
</record>
<record id="action_sales_product_total_price" model="ir.actions.act_window">
<field name="name">Sales by Product's Category in last 90 days</field>
<field name="res_model">sale.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="domain">[('state','in',('manual','progress','done')),('date','&gt;',(datetime.date.today()-datetime.timedelta(days=90)).strftime('%Y-%m-%d'))]</field>
<field name="view_id" ref="view_sales_product_total_price_graph"/>
<field name="context">{'search_default_Category':1}</field>
</record>
<record id="view_sales_by_month_tree" model="ir.ui.view">
<field name="name">view.sales.by.month.tree</field>
<field name="model">sale.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Sales By Month">
<field name="month" />
<field name="product_id" />
<field name="price_total" />
<field name="user_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="product_uom" invisible="1"/>
<field name="categ_id" invisible="1"/>
<field name="analytic_account_id" invisible="1" groups="analytic.group_analytic_accounting"/>
<field name="state" invisible="1"/>
<field name="shop_id" invisible="1"/>
<field name="company_id" invisible="1" groups="base.group_multi_company"/>
<field name="day" invisible="1"/>
<field name="year" invisible="1"/>
<field name="date" invisible="1"/>
</tree>
</field>
</record>
<record id="action_view_sales_by_month" model="ir.actions.act_window">
<field name="name">Sales by Month</field>
<field name="res_model">sale.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="domain">[('state','in',('manual','progress','done')),('year','=', time.strftime('%Y'))]</field>
<field name="context">{'search_default_order_month':1,'group_by_no_leaf':0,'group_by':['month', 'product_id']}</field>
<field name="view_id" ref="view_sales_by_month_tree"/>
</record>
<record id="view_top_quotations_tree" model="ir.ui.view">
<field name="name">sale.top.quotations.tree</field>
<field name="model">sale.order</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Quotations">
<field name="date_order"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id" />
<field name="amount_untaxed" />
<field name="amount_total"/>
</tree>
</field>
</record>
<record id="action_quotation_for_sale" model="ir.actions.act_window">
<field name="name">Quotations</field>
<field name="res_model">sale.order</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="domain">[('state','=','draft')]</field>
<field name="view_id" ref="view_top_quotations_tree"/>
</record>
</data>
</openerp>