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[IMP] various: add list views for some important reporting models

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Currently, there are many useful pivot views on reporting models but most
of them lacks the dedicated list view. Dedicated list views will allow users
to see useful information when one directly drill down to the records from
the pivot table in odoo spreadsheet [1].

With this commit

  1. we remove 'disabled_linking' attribute from the very important pivot
     and graph views (see the full list on task pad);
  2. we added dedicated list views for the following reporting models

    - account.invoice.report
    - fleet.vehicle.cost.report
    - hr.timesheet.attendance.report
    - purchase.report
    - project.profitability.report
    - report.membership
    - report.pos.order
    - report.project.task.user
    - sale.report

Task-2547881

[1] See task-2506116

closes odoo/odoo#72394

Related: odoo/enterprise#19122
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
Anjali
2021-07-29 09:33:56 +00:00
committed by Thibault Delavallée
parent 2cb678d4a1
commit 7c5bfb42d4
15 changed files with 242 additions and 25 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/account/report/account_invoice_report_view.xml
+27 -2
View File
@@ -5,7 +5,7 @@
<field name="name">account.invoice.report.pivot</field>
<field name="model">account.invoice.report</field>
<field name="arch" type="xml">
<pivot string="Invoices Analysis" disable_linking="True" sample="1">
<pivot string="Invoices Analysis" sample="1">
<field name="product_categ_id" type="col"/>
<field name="invoice_date" type="row"/>
<field name="price_subtotal" type="measure"/>
@@ -17,13 +17,38 @@
<field name="name">account.invoice.report.graph</field>
<field name="model">account.invoice.report</field>
<field name="arch" type="xml">
<graph string="Invoices Analysis" type="line" sample="1" disable_linking="1">
<graph string="Invoices Analysis" type="line" sample="1">
<field name="product_categ_id"/>
<field name="price_subtotal" type="measure"/>
</graph>
</field>
</record>
<record id="account_invoice_report_view_tree" model="ir.ui.view">
<field name="name">account.invoice.report.view.tree</field>
<field name="model">account.invoice.report</field>
<field name="arch" type="xml">
<tree string="Invoices Analysis">
<field name="move_id" string="Invoice Number"/>
<field name="journal_id" optional="hide"/>
<field name="partner_id" optional="show"/>
<field name="country_id" optional="hide"/>
<field name="invoice_date" optional="show"/>
<field name="invoice_date_due" optional="show"/>
<field name="invoice_user_id" optional="hide" widget="many2one_avatar_user"/>
<field name="product_categ_id" optional="hide"/>
<field name="product_id" optional="show"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="price_average" optional="hide" sum="Total"/>
<field name="quantity" optional="hide" sum="Total"/>
<field name="price_subtotal" optional="show" sum="Total"/>
<field name="state" optional="hide"/>
<field name="payment_state" optional="hide"/>
<field name="move_type" optional="hide"/>
</tree>
</field>
</record>
<!-- Custom reports (aka filters) -->
<record id="filter_invoice_report_salespersons" model="ir.filters">
<field name="name">By Salespersons</field>
addons/crm/report/crm_activity_report_views.xml
+2 -2
View File
@@ -5,7 +5,7 @@
<field name="name">crm.activity.report.graph</field>
<field name="model">crm.activity.report</field>
<field name="arch" type="xml">
<graph string="Activities Analysis" stacked="True" sample="1" disable_linking="1">
<graph string="Activities Analysis" stacked="True" sample="1">
<field name="mail_activity_type_id" type="col"/>
<field name="date" interval="month" type="row"/>
</graph>
@@ -16,7 +16,7 @@
<field name="name">crm.activity.report.pivot</field>
<field name="model">crm.activity.report</field>
<field name="arch" type="xml">
<pivot string="Activities Analysis" disable_linking="True" sample="1">
<pivot string="Activities Analysis" sample="1">
<field name="mail_activity_type_id" type="col"/>
<field name="date" interval="month" type="row"/>
</pivot>
addons/fleet/views/fleet_board_view.xml
+17 -2
View File
@@ -25,7 +25,7 @@
<field name="name">fleet.vehicle.cost.view.pivot</field>
<field name="model">fleet.vehicle.cost.report</field>
<field name="arch" type="xml">
<pivot sample="1" disable_linking="True">
<pivot sample="1">
<field name="date_start" type="col" interval="year" />
<field name="cost_type" type="col" />
<field name="vehicle_id" type="row" />
@@ -38,7 +38,7 @@
<field name="name">fleet.vehicle.cost.view.graph</field>
<field name="model">fleet.vehicle.cost.report</field>
<field name="arch" type="xml">
<graph string="Fleet Costs Analysis" type="bar" sample="1" disable_linking="1">
<graph string="Fleet Costs Analysis" type="bar" sample="1">
<field name="date_start" type="row" interval="month"/>
<field name="cost_type" type="row"/>
<field name="cost" type="measure"/>
@@ -46,6 +46,21 @@
</field>
</record>
<record id="fleet_vechicle_costs_report_view_tree" model="ir.ui.view">
<field name="name">fleet.vehicle.cost.report.view.tree</field>
<field name="model">fleet.vehicle.cost.report</field>
<field name="arch" type="xml">
<tree string="Fleet Costs Analysis">
<field name="name"/>
<field name="driver_id" optional="show"/>
<field name="fuel_type" optional="hide"/>
<field name="date_start" optional="show"/>
<field name="cost" optional="show" sum="Sum of Cost"/>
<field name="cost_type" optional="show"/>
<field name="company_id" groups="base.group_multi_company"/>
</tree>
</field>
</record>
<record id="fleet_costs_reporting_action" model="ir.actions.act_window">
<field name="name">Costs Analysis</field>
addons/hr_timesheet/report/project_report_view.xml
+15 -2
View File
@@ -29,8 +29,9 @@
</xpath>
</field>
</record>
<record id="view_project_task_user_search_inherited" model="ir.ui.view">
<field name="name">report.project.task.user.search.inherited</field>
<record id="report_project_task_user_view_search" model="ir.ui.view">
<field name="name">report.project.task.user.view.search.inherit.hr.timesheet</field>
<field name="model">report.project.task.user</field>
<field name="inherit_id" ref="project.view_task_project_user_search" />
<field name="arch" type="xml">
@@ -44,6 +45,18 @@
<filter string="My Team's Tasks" name="my_team_tasks" domain="[('task_id.user_id.employee_id.parent_id.user_id', '=', uid)]" />
</xpath>
</field>
</record>
<record id="report_project_task_user_view_tree" model="ir.ui.view">
<field name="name">report.project.task.user.view.tree.inherit.hr.timesheet</field>
<field name="model">report.project.task.user</field>
<field name="inherit_id" ref="project.report_project_task_user_view_tree"/>
<field name="arch" type="xml">
<field name="user_id" position="after">
<field name="hours_effective" optional="hide" widget="float_time"/>
<field name="progress" optional="hide" widget="progressbar"/>
</field>
</field>
</record>
</data>
</odoo>
addons/hr_timesheet_attendance/report/hr_timesheet_attendance_report_view.xml
+16 -2
View File
@@ -5,7 +5,7 @@
<field name="name">Search for HR timesheet attendance report</field>
<field name="model">hr.timesheet.attendance.report</field>
<field name="arch" type="xml">
<search string="timesheet attendance">
<search string="Timesheet Attendance">
<field name="user_id"/>
<filter name="month" string="Date" date="date"/>
<filter name="group_by_month" string="Date" date="date" context="{'group_by': 'date'}"/>
@@ -16,7 +16,7 @@
<field name="name">HR timesheet attendance report: Pivot</field>
<field name="model">hr.timesheet.attendance.report</field>
<field name="arch" type="xml">
<pivot string="timesheet attendance" disable_linking="True" sample="1">
<pivot string="Timesheet Attendance" sample="1">
<field name="date" interval="month" type="row"/>
<field name="total_attendance" type="measure" widget="timesheet_uom"/>
<field name="total_timesheet" type="measure" widget="timesheet_uom"/>
@@ -25,6 +25,20 @@
</field>
</record>
<record id="hr_timesheet_attendance_report_view_tree" model="ir.ui.view">
<field name="name">hr.timesheet.attendance.report.view.tree</field>
<field name="model">hr.timesheet.attendance.report</field>
<field name="arch" type="xml">
<tree string="Timesheet Attendance">
<field name="date"/>
<field name="user_id" optional="show" widget="many2one_avatar_user"/>
<field name="total_timesheet" optional="show" sum="Sum of Total Timesheet"/>
<field name="total_attendance" optional="show" sum="Sum of Total Attendance"/>
<field name="total_difference" optional="show" sum="Sum of Total Difference"/>
</tree>
</field>
</record>
<record id="action_hr_timesheet_attendance_report" model="ir.actions.act_window">
<field name="name">Timesheet / Attendance</field>
<field name="res_model">hr.timesheet.attendance.report</field>
addons/membership/report/report_membership_views.xml
+22 -2
View File
@@ -35,7 +35,7 @@
<field name="name">report.membership.pivot</field>
<field name="model">report.membership</field>
<field name="arch" type="xml">
<pivot string="Membership" disable_linking="True" sample="1">
<pivot string="Membership" sample="1">
<field name="membership_id" type="row"/>
<field name="start_date" interval="month" type="col"/>
<field name="quantity" type="measure"/>
@@ -50,7 +50,7 @@
<field name="name">report.membership.graph1</field>
<field name="model">report.membership</field>
<field name="arch" type="xml">
<graph string="Membership" sample="1" disable_linking="1">
<graph string="Membership" sample="1">
<field name="membership_id" type="row"/>
<field name="start_date" interval="month" type="col"/>
<field name="quantity" type="measure"/>
@@ -58,6 +58,26 @@
</field>
</record>
<record id="report_membership_view_tree" model="ir.ui.view">
<field name="name">report.membership.view.tree</field>
<field name="model">report.membership</field>
<field name="arch" type="xml">
<tree string="Membership">
<field name="partner_id"/>
<field name="membership_id" optional="hide"/>
<field name="start_date" optional="hide"/>
<field name="date_to" optional="hide"/>
<field name="user_id" optional="show" widget="many2one_avatar_user"/>
<field name="company_id" optional="show" groups="base.group_multi_company"/>
<field name="num_invoiced" optional="show" sum="Sum of # Invoiced"/>
<field name="num_paid" optional="show" sum="Sum of # Paid"/>
<field name="quantity" optional="show" sum="Sum of Quantity"/>
<field name="tot_earned" optional="show" sum="Sum of Earned Amount"/>
<field name="membership_state" optional="hide"/>
</tree>
</field>
</record>
<record model="ir.actions.act_window" id="action_report_membership_tree">
<field name="name">Members Analysis</field>
<field name="res_model">report.membership</field>
addons/point_of_sale/views/pos_order_report_view.xml
+19 -2
View File
@@ -4,7 +4,7 @@
<field name="name">report.pos.order.pivot</field>
<field name="model">report.pos.order</field>
<field name="arch" type="xml">
<pivot string="Point of Sale Analysis" disable_linking="True" sample="1">
<pivot string="Point of Sale Analysis" sample="1">
<field name="product_categ_id" type="row"/>
<field name="date" interval="month" type="col"/>
<field name="order_id" type="measure"/>
@@ -18,13 +18,30 @@
<field name="name">report.pos.order.graph</field>
<field name="model">report.pos.order</field>
<field name="arch" type="xml">
<graph string="Point of Sale Analysis" sample="1" disable_linking="1">
<graph string="Point of Sale Analysis" sample="1">
<field name="product_categ_id" type="row"/>
<field name="price_total" type="measure"/>
</graph>
</field>
</record>
<record id="report_pos_order_view_tree" model="ir.ui.view">
<field name="name">report.pos.order.view.tree</field>
<field name="model">report.pos.order</field>
<field name="arch" type="xml">
<tree string="Point of Sale Analysis">
<field name="date" widget="date"/>
<field name="order_id" optional="hide"/>
<field name="partner_id" optional="hide"/>
<field name="product_id" optional="show"/>
<field name="product_categ_id" optional="show"/>
<field name="config_id" optional="hide"/>
<field name="company_id" optional="show" groups="base.group_multi_company"/>
<field name="state" optional="show"/>
</tree>
</field>
</record>
<record id="view_report_pos_order_search" model="ir.ui.view">
<field name="name">report.pos.order.search</field>
<field name="model">report.pos.order</field>
addons/pos_hr/views/pos_order_report_view.xml
+11
View File
@@ -10,5 +10,16 @@
</xpath>
</field>
</record>
<record id="report_pos_order_view_tree" model="ir.ui.view">
<field name="name">report.pos.order.view.tree.inherit.pos.hr</field>
<field name="model">report.pos.order</field>
<field name="inherit_id" ref="point_of_sale.report_pos_order_view_tree"/>
<field name="arch" type="xml">
<field name="product_categ_id" position="after">
<field name="employee_id" widget="many2one_avatar_employee"/>
</field>
</field>
</record>
</odoo>
addons/project/report/project_report_views.xml
+17 -2
View File
@@ -5,7 +5,7 @@
<field name="name">report.project.task.user.pivot</field>
<field name="model">report.project.task.user</field>
<field name="arch" type="xml">
<pivot string="Tasks Analysis" display_quantity="true" disable_linking="True" sample="1">
<pivot string="Tasks Analysis" display_quantity="true" sample="1">
<field name="project_id" type="row"/>
</pivot>
</field>
@@ -15,7 +15,7 @@
<field name="name">report.project.task.user.graph</field>
<field name="model">report.project.task.user</field>
<field name="arch" type="xml">
<graph string="Tasks Analysis" type="bar" sample="1" disable_linking="1">
<graph string="Tasks Analysis" type="bar" sample="1">
<field name="project_id" type="row"/>
<field name="user_id" type="col"/>
<field name="nbr" invisible="1"/>
@@ -23,6 +23,21 @@
</field>
</record>
<record id="report_project_task_user_view_tree" model="ir.ui.view">
<field name="name">report.project.task.user.view.tree</field>
<field name="model">report.project.task.user</field>
<field name="arch" type="xml">
<tree string="Tasks Analysis">
<field name="name"/>
<field name="partner_id" optional="hide"/>
<field name="project_id" optional="show"/>
<field name="user_id" optional="show" widget="many2one_avatar_user"/>
<field name="stage_id" optional="show"/>
<field name="company_id" optional="show" groups="base.group_multi_company"/>
</tree>
</field>
</record>
<record id="view_task_project_user_search" model="ir.ui.view">
<field name="name">report.project.task.user.search</field>
<field name="model">report.project.task.user</field>
addons/purchase/report/purchase_report_views.xml
+25 -2
View File
@@ -4,7 +4,7 @@
<field name="name">product.month.pivot</field>
<field name="model">purchase.report</field>
<field name="arch" type="xml">
<pivot string="Purchase Analysis" disable_linking="True" display_quantity="true" sample="1">
<pivot string="Purchase Analysis" display_quantity="true" sample="1">
<field name="category_id" type="row"/>
<field name="order_id" type="measure"/>
<field name="untaxed_total" type="measure"/>
@@ -16,13 +16,36 @@
<field name="name">product.month.graph</field>
<field name="model">purchase.report</field>
<field name="arch" type="xml">
<graph string="Purchase Orders Statistics" type="line" sample="1" disable_linking="1">
<graph string="Purchase Analysis" type="line" sample="1">
<field name="date_approve" interval="day" type="col"/>
<field name="untaxed_total" type="measure"/>
</graph>
</field>
</record>
<record id="purchase_report_view_tree" model="ir.ui.view">
<field name="name">purchase.report.view.tree</field>
<field name="model">purchase.report</field>
<field name="arch" type="xml">
<tree string="Purchase Analysis">
<field name="date_order" widget="date"/>
<field name="order_id" optional="show"/>
<field name="partner_id" optional="show"/>
<field name="product_id" optional="show"/>
<field name="category_id" optional="show"/>
<field name="user_id" optional="show" widget="many2one_avatar_user"/>
<field name="company_id" optional="show" groups="base.group_multi_company"/>
<field name="qty_ordered" optional="hide" sum="Sum of Qty Ordered"/>
<field name="qty_received" optional="hide" sum="Sum of Qty Received"/>
<field name="qty_billed" optional="hide" sum="Sum of Qty Billed"/>
<field name="currency_id" optional="show" invisible="1"/>
<field name="untaxed_total" optional="hide" widget="monetary" sum="Sum of Untaxed Total"/>
<field name="price_total" optional="show" widget="monetary" sum="Sum of Total"/>
<field name="state" optional="show"/>
</tree>
</field>
</record>
<record id="view_purchase_order_search" model="ir.ui.view">
<field name="name">report.purchase.order.search</field>
<field name="model">purchase.report</field>
addons/sale/report/sale_report_views.xml
+20 -2
View File
@@ -5,7 +5,7 @@
<field name="name">sale.report.pivot</field>
<field name="model">sale.report</field>
<field name="arch" type="xml">
<pivot string="Sales Analysis" disable_linking="True" sample="1">
<pivot string="Sales Analysis" sample="1">
<field name="team_id" type="col"/>
<field name="date" interval="month" type="row"/>
<field name="price_subtotal" type="measure"/>
@@ -17,13 +17,31 @@
<field name="name">sale.report.graph</field>
<field name="model">sale.report</field>
<field name="arch" type="xml">
<graph string="Sales Analysis" type="line" sample="1" disable_linking="1">
<graph string="Sales Analysis" type="line" sample="1">
<field name="date" type="row" interval="day"/>
<field name="price_subtotal" type="measure"/>
</graph>
</field>
</record>
<record id="sale_report_view_tree" model="ir.ui.view">
<field name="name">sale.report.view.tree</field>
<field name="model">sale.report</field>
<field name="arch" type="xml">
<tree string="Sales Analysis">
<field name="date" widget="date"/>
<field name="order_id" optional="show"/>
<field name="partner_id" optional="hide"/>
<field name="user_id" optional="show" widget="many2one_avatar_user"/>
<field name="team_id" optional="show"/>
<field name="company_id" optional="show" groups="base.group_multi_company"/>
<field name="price_subtotal" optional="hide" sum="Sum of Untaxed Total"/>
<field name="price_total" optional="show" sum="Sum of Total"/>
<field name="state" optional="hide"/>
</tree>
</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>
addons/sale/views/sale_views.xml
+12
View File
@@ -1246,6 +1246,18 @@
</field>
</record>
<!-- Update account invoice report -->
<record id="account_invoice_report_view_tree" model="ir.ui.view">
<field name="name">account.invoice.report.view.tree.inherit.sale</field>
<field name="model">account.invoice.report</field>
<field name="inherit_id" ref="account.account_invoice_report_view_tree"/>
<field name="arch" type="xml">
<field name="invoice_user_id" position="after">
<field name="team_id" optional="hide"/>
</field>
</field>
</record>
<!-- search by Salesteams -->
<record id="action_orders_salesteams" model="ir.actions.act_window">
<field name="name">Sales Orders</field>
addons/sale_timesheet/report/project_profitability_report_analysis_views.xml
+25 -2
View File
@@ -5,7 +5,7 @@
<field name="name">project.profitability.report.pivot</field>
<field name="model">project.profitability.report</field>
<field name="arch" type="xml">
<pivot string="Profitability Analysis" display_quantity="true" disable_linking="True" sample="1">
<pivot string="Profitability Analysis" display_quantity="true" sample="1">
<field name="project_id" type="row"/>
<field name="amount_untaxed_to_invoice" type="measure"/>
<field name="amount_untaxed_invoiced" type="measure"/>
@@ -20,7 +20,7 @@
<field name="name">project.profitability.report.graph</field>
<field name="model">project.profitability.report</field>
<field name="arch" type="xml">
<graph string="Profitability Analysis" type="bar" sample="1" disable_linking="1" js_class="hr_timesheet_graphview">
<graph string="Profitability Analysis" type="bar" sample="1" js_class="hr_timesheet_graphview">
<field name="project_id" type="row"/>
<field name="product_id" type="col"/>
<field name="amount_untaxed_to_invoice" type="measure"/>
@@ -33,6 +33,29 @@
</field>
</record>
<record id="project_profitability_report_view_tree" model="ir.ui.view">
<field name="name">project.profitability.report.view.tree</field>
<field name="model">project.profitability.report</field>
<field name="arch" type="xml">
<tree string="Profitability Analysis">
<field name="project_id"/>
<field name="user_id" optional="hide"/>
<field name="task_id" optional="hide"/>
<field name="partner_id" optional="hide"/>
<field name="analytic_account_id" optional="hide"/>
<field name="line_date" optional="show"/>
<field name="currency_id" optional="show" invisible="1"/>
<field name="amount_untaxed_to_invoice" optional="show" sum="Sum of Amount to Invoice"
widget="monetary"/>
<field name="amount_untaxed_invoiced" optional="hide" sum="Sum of Amount Invoiced" widget="monetary"/>
<field name="other_revenues" optional="hide" widget="monetary"/>
<field name="timesheet_cost" optional="show" sum="Sum of Timesheet Cost" widget="monetary"/>
<field name="expense_cost" optional="hide" widget="monetary"/>
<field name="margin" optional="show" sum="Sum of Margin" widget="monetary"/>
</tree>
</field>
</record>
<record id="project_profitability_report_view_search" model="ir.ui.view">
<field name="name">project.profitability.report.search</field>
<field name="model">project.profitability.report</field>
addons/website_sale/views/sale_report_views.xml
+13 -2
View File
@@ -36,7 +36,7 @@
<field name="name">sale.report.view.pivot.website</field>
<field name="model">sale.report</field>
<field name="arch" type="xml">
<pivot string="Sales Report" disable_linking="True" sample="1">
<pivot string="Sales Analysis" sample="1">
<field name="date" type="row"/>
<field name="state" type="col"/>
<field name="price_subtotal" type="measure"/>
@@ -48,13 +48,24 @@
<field name="name">sale.report.view.graph.website</field>
<field name="model">sale.report</field>
<field name="arch" type="xml">
<graph string="Sale Report" type="bar" sample="1" disable_linking="1">
<graph string="Sale Analysis" type="bar" sample="1">
<field name="date"/>
<field name="price_subtotal" type='measure'/>
</graph>
</field>
</record>
<record id="sale_report_view_tree" model="ir.ui.view">
<field name="name">sale.report.view.tree.inherit.website.sale</field>
<field name="model">sale.report</field>
<field name="inherit_id" ref="sale.sale_report_view_tree"/>
<field name="arch" type="xml">
<field name="order_id" position="after">
<field name="website_id" optional="hide"/>
</field>
</field>
</record>
<record id="sale_report_action_dashboard" model="ir.actions.act_window">
<field name="name">Online Sales Analysis</field>
<field name="res_model">sale.report</field>
addons/website_sale_slides/report/sale_report_views.xml
+1 -1
View File
@@ -4,7 +4,7 @@
<field name="name">sale.report.view.graph.slides</field>
<field name="model">sale.report</field>
<field name="arch" type="xml">
<graph string="eLearning Sales Analysis" type="line" sample="1" disable_linking="1">
<graph string="eLearning Sales Analysis" type="line" sample="1">
<field name="date" type="row" interval="day"/>
<field name="price_subtotal" type="measure"/>
</graph>