Files
odoo_source/addons/purchase/report/purchase_report_views.xml
T
Tiffany Chang (tic) 36a2514430 [IMP] purchase,stock: improve misc small UX
Minor UX updates in purchase and stock:

Reworded (in stock):
- Default name location "Partner Locations" => "Partners"
- Default result for "Apply All" wizard "Inventory Adjustment" =>
  "Quantity Updated"
- Individual "Apply" move reference/name updated for individual quants
  (i.e. "Quantity Updated / Confirmed") so that the scheduled date is
  no longer included

Removed (from purchase):
- Duplicated menuitems, i.e.  "Purchase > Reporting > Purchase" showed
  the same thing as Enterprise menuitem and both were being displayed in
  Enterprise version. Also updated the no records found help message
  since old message appeared to be slightly out of date.

ENT PR: odoo/enterprise#29974
"other" part of b2b task: 2882539

Part-of: odoo/odoo#97109
2022-08-29 23:46:35 +02:00

104 lines
6.2 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record model="ir.ui.view" id="view_purchase_order_pivot">
<field name="name">product.month.pivot</field>
<field name="model">purchase.report</field>
<field name="arch" type="xml">
<pivot string="Purchase Analysis" display_quantity="1" sample="1">
<field name="category_id" type="row"/>
<field name="order_id" type="measure"/>
<field name="untaxed_total" type="measure"/>
<field name="price_total" type="measure"/>
</pivot>
</field>
</record>
<record model="ir.ui.view" id="view_purchase_order_graph">
<field name="name">product.month.graph</field>
<field name="model">purchase.report</field>
<field name="arch" type="xml">
<graph string="Purchase Analysis" type="line" sample="1">
<field name="date_approve" interval="day"/>
<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>
<field name="arch" type="xml">
<search string="Purchase Orders">
<filter string="Requests for Quotation" name="quotes" domain="[('state','in',('draft','sent'))]"/>
<filter string="Purchase Orders" name="orders" domain="[('state','!=','draft'), ('state','!=','sent'), ('state','!=','cancel')]"/>
<filter string="Confirmation Date Last Year" name="later_than_a_year_ago" domain="[('date_approve', '&gt;=', ((context_today()-relativedelta(years=1)).strftime('%Y-%m-%d')))]"/>
<filter name="filter_date_order" date="date_order"/>
<filter name="filter_date_approve" date="date_approve" default_period="this_month"/>
<field name="partner_id"/>
<field name="product_id"/>
<group expand="0" string="Extended Filters">
<field name="user_id"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="date_order"/>
<field name="date_approve"/>
<field name="category_id" filter_domain="[('category_id', 'child_of', self)]"/>
</group>
<group expand="1" string="Group By">
<filter string="Vendor" name="group_partner_id" context="{'group_by':'partner_id'}"/>
<filter string="Vendor Country" name="country_id" context="{'group_by':'country_id'}"/>
<filter string="Purchase Representative" name="user_id" context="{'group_by':'user_id'}"/>
<filter string="Product" name="group_product_id" context="{'group_by':'product_id'}"/>
<filter string="Product Category" name="group_category_id" context="{'group_by':'category_id'}"/>
<filter string="Status" name="status" context="{'group_by':'state'}"/>
<filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
<separator/>
<filter string="Order Date" name="order_month" context="{'group_by': 'date_order:month'}"/>
<filter string="Confirmation Date" name="group_date_approve_month" context="{'group_by': 'date_approve:month'}"/>
</group>
</search>
</field>
</record>
<record id="action_purchase_order_report_all" model="ir.actions.act_window">
<field name="name">Purchase Analysis</field>
<field name="res_model">purchase.report</field>
<field name="view_mode">graph,pivot</field>
<field name="view_id"></field> <!-- force empty -->
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
No Purchase Analysis
</p><p>
This analysis allows you to easily check and analyse your company purchase history and performance.
You can track your negotiation performance, the delivery performance of your vendors, etc
</p>
</field>
<field name="target">current</field>
</record>
<menuitem id="purchase_report_main" name="Reporting" parent="purchase.menu_purchase_root" sequence="99" groups="purchase.group_purchase_manager"/>
<menuitem id="purchase_report" name="Purchase" parent="purchase.purchase_report_main" sequence="99" groups="purchase.group_purchase_manager" action="action_purchase_order_report_all"/>
</odoo>