132 lines
7.6 KiB
XML
132 lines
7.6 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- CRM Claim Report Tree View -->
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<record id="view_report_crm_claim_tree" model="ir.ui.view">
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<field name="name">crm.claim.report.tree</field>
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<field name="model">crm.claim.report</field>
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<field name="arch" type="xml">
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<tree string="Claims">
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<field name="name" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1"/>
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<field name="user_id" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="nbr" string="#Claim" sum="#Claim"/>
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<field name="email" sum="# Mails"/>
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<field name="delay_close" avg="Avg Closing Delay"/>
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<field name="delay_expected"/>
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<field name="state" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="type_action" invisible="1"/>
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</tree>
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</field>
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</record>
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<!-- CRM Claim Report Graph View -->
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<record id="view_report_crm_claim_graph" model="ir.ui.view">
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<field name="name">crm.claim.report.graph</field>
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<field name="model">crm.claim.report</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="Claims" type="bar">
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<field name="state"/>
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<field name="nbr" operator="+"/>
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<field group="True" name="user_id"/>
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</graph>
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</field>
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</record>
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<!-- CRM Claim Report Search View -->
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<record id="view_report_crm_claim_filter" model="ir.ui.view">
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<field name="name">crm.claim.report.select</field>
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<field name="model">crm.claim.report</field>
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<field name="arch" type="xml">
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<search string="Search">
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<filter icon="terp-document-new" string="New" domain="[('state','=','draft')]"/>
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<filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]"/>
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<filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]"/>
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<separator/>
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<filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" />
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<separator/>
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<filter string="My Company" icon="terp-go-home" context="{'invisible_section': False}" domain="[('section_id.user_id.company_id','=',uid)]" help="My company"/>
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<separator/>
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<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="user_id" string="Salesperson"/>
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<field name="section_id" string="Sales Team" context="{'invisible_section': False}"/>
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<group expand="0" string="Extended Filters...">
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<field name="partner_id"/>
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<field name="stage_id" domain="[('section_ids', '=', 'section_id')]"/>
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<field name="categ_id" domain="[('object_id.model', '=', 'crm.claim')]"/>
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<field name="priority"/>
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<field name="type_action"/>
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<field name="create_date" />
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<field name="date_closed" />
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<field name="date_deadline" />
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<filter icon="terp-dialog-close" string="Done" domain="[('state','=','done')]"/>
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<filter icon="gtk-cancel" string="Cancel" domain="[('state','=','cancel')]"/>
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</group>
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<group expand="1" string="Group By...">
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<filter string="Salesperson" name="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" />
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<filter string="Partner" name="partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
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<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
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<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
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<filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
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<filter string="Type" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'type_action'}" help="Action Type"/>
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<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
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<filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<filter string="Day" icon="terp-go-today" domain="[]" context="{'group_by':'day'}" help="Date of claim"/>
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<filter string="Month" icon="terp-go-month" domain="[]" context="{'group_by':'month'}" help="Month of claim"/>
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<filter string="Year" icon="terp-go-year" domain="[]" context="{'group_by':'name'}" help="Year of claim"/>
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</group>
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</search>
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</field>
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</record>
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<!-- CRM Claim Report Action -->
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<record id="action_report_crm_claim" model="ir.actions.act_window">
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<field name="name">Claims Analysis</field>
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<field name="res_model">crm.claim.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_id" ref="view_report_crm_claim_tree"/>
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<field name="search_view_id" ref="view_report_crm_claim_filter"/>
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<field name="help">Have a general overview of all claims processed in the system by sorting them with specific criteria.</field>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_claim_tree">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="view_report_crm_claim_tree"/>
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<field name="act_window_id" ref="action_report_crm_claim"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
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<field name="sequence" eval="2"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="view_report_crm_claim_graph"/>
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<field name="act_window_id" ref="action_report_crm_claim"/>
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</record>
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<menuitem id="base.menu_project_report" name="Project"
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groups="base.group_no_one"
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parent="base.menu_reporting" sequence="30"/>
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<menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
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action="action_report_crm_claim" parent="base.menu_project_report" sequence="15"/>
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</data>
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</openerp>
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