mir-odoo
e9638fd3ae
Pupose of the task is, to set up a dedicated 'dashboard' reporting menu item, and make the graph view the default the other 'leads' and 'opportunities' reporting menus. So in this commit, change the default view graph in normal report (except dashbaord menu) and each menu should be submenu of reporting menu Also apply default filter for lead reporting menu TaskID: 2311392 Related Enterprise: https://github.com/odoo/enterprise/pull/12419 closes odoo/odoo#55598 Closes: #55598 Related: odoo/enterprise#12419 Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
74 lines
4.6 KiB
XML
74 lines
4.6 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record model="ir.ui.view" id="view_purchase_order_pivot">
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<field name="name">product.month.pivot</field>
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<field name="model">purchase.report</field>
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<field name="arch" type="xml">
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<pivot string="Purchase Analysis" disable_linking="True" display_quantity="true" sample="1">
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<field name="category_id" type="row"/>
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<field name="order_id" type="measure"/>
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<field name="untaxed_total" type="measure"/>
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<field name="price_total" type="measure"/>
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</pivot>
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</field>
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</record>
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<record model="ir.ui.view" id="view_purchase_order_graph">
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<field name="name">product.month.graph</field>
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<field name="model">purchase.report</field>
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<field name="arch" type="xml">
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<graph string="Purchase Orders Statistics" type="line" sample="1" disable_linking="1">
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<field name="date_approve" interval="day" type="col"/>
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<field name="untaxed_total" type="measure"/>
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</graph>
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</field>
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</record>
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<record id="view_purchase_order_search" model="ir.ui.view">
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<field name="name">report.purchase.order.search</field>
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<field name="model">purchase.report</field>
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<field name="arch" type="xml">
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<search string="Purchase Orders">
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<filter string="Requests for Quotation" name="quotes" domain="[('state','in',('draft','sent'))]"/>
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<filter string="Purchase Orders" name="orders" domain="[('state','!=','draft'), ('state','!=','sent'), ('state','!=','cancel')]"/>
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<filter string="Confirmation Date Last Year" name="later_than_a_year_ago" domain="[('date_approve', '>=', ((context_today()-relativedelta(years=1)).strftime('%Y-%m-%d')))]"/>
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<filter name="filter_date_order" date="date_order"/>
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<filter name="filter_date_approve" date="date_approve" default_period="this_month"/>
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<field name="partner_id"/>
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<field name="product_id"/>
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<group expand="0" string="Extended Filters">
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<field name="user_id"/>
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="date_order"/>
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<field name="date_approve"/>
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<field name="category_id" filter_domain="[('category_id', 'child_of', self)]"/>
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</group>
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<group expand="1" string="Group By">
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<filter string="Vendor" name="group_partner_id" context="{'group_by':'partner_id'}"/>
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<filter string="Vendor Country" name="country_id" context="{'group_by':'country_id'}"/>
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<filter string="Purchase Representative" name="user_id" context="{'group_by':'user_id'}"/>
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<filter string="Product" name="group_product_id" context="{'group_by':'product_id'}"/>
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<filter string="Product Category" name="group_category_id" context="{'group_by':'category_id'}"/>
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<filter string="Status" name="status" context="{'group_by':'state'}"/>
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<filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<separator/>
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<filter string="Order Date" name="order_month" context="{'group_by': 'date_order:month'}"/>
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<filter string="Confirmation Date" name="group_date_approve_month" context="{'group_by': 'date_approve:month'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_purchase_order_report_all" model="ir.actions.act_window">
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<field name="name">Purchase Analysis</field>
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<field name="res_model">purchase.report</field>
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<field name="view_mode">graph,pivot</field>
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<field name="view_id"></field> <!-- force empty -->
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<field name="help">Purchase Analysis allows you to easily check and analyse your company purchase history and performance. From this menu you can track your negotiation performance, the delivery performance of your vendors, etc.</field>
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<field name="target">current</field>
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</record>
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<menuitem id="purchase_report_main" name="Reporting" parent="purchase.menu_purchase_root" sequence="99" groups="purchase.group_purchase_manager"/>
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<menuitem id="purchase_report" name="Purchase" parent="purchase.purchase_report_main" sequence="99" groups="purchase.group_purchase_manager" action="action_purchase_order_report_all"/>
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</odoo>
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