addons/crm/crm_report_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5 <!--  Cases by section and category2 of case Tree View -->
   6
   7     <record model="ir.ui.view" id="view_crm_case_section_categ_tree">
   8         <field name="name">CRM Report - Teams and Type(Tree)</field>
   9         <field name="model">report.crm.case.section.categ2</field>
  10         <field name="type">tree</field>
  11         <field name="arch" type="xml">
  12             <tree string="Cases by Team and Type">
  13                 <field name="name"/>
  14                 <field name="month"/>
  15                 <field name="user_id"/>
  16                 <field name="section_id"/>
  17                 <field name="category2_id"/>
  18                 <field name="stage_id"/>
  19                 <field name="amount_revenue"/>
  20                 <field name="nbr"/>
  21                 <field name="delay_close"/>
  22                 <field name="state"/>
  23             </tree>
  24         </field>
  25     </record>
  26
  27 <!--  Cases by section and category2 of case Form View -->
  28
  29     <record model="ir.ui.view" id="view_crm_case_section_categ_form">
  30         <field name="name">CRM Report - Teams and Type(Form)</field>
  31         <field name="model">report.crm.case.section.categ2</field>
  32         <field name="type">form</field>
  33         <field name="arch" type="xml">
  34             <form string="Cases by Team and Category2">
  35                 <field name="name"/>
  36                 <field name="month"/>
  37                 <field name="user_id"/>
  38                 <field name="section_id" select="1" widget="selection"/>
  39                 <field name="category2_id" select="1"/>
  40                 <field name="stage_id"/>
  41                 <field name="amount_revenue"/>
  42                 <field name="nbr" select="1"/>
  43                 <field name="state" select="1"/>
  44                 <field name="delay_close"/>
  45             </form>
  46         </field>
  47     </record>
  48
  49 <!--  Cases by section and category2 of case Graph View -->
  50
  51     <record model="ir.ui.view" id="view_crm_case_section_categ_graph">
  52         <field name="name">CRM Report - Teams and Type(Graph)</field>
  53         <field name="model">report.crm.case.section.categ2</field>
  54         <field name="type">graph</field>
  55         <field name="arch" type="xml">
  56             <graph string="Cases by Teams and Type" type="bar" orientation="horizontal">
  57                 <field name="category2_id"/>
  58                 <field name="amount_revenue" operator="+"/>
  59                 <field name="section_id" group="True"/>
  60             </graph>
  61         </field>
  62     </record>
  63
  64 <!--  Cases by section and category2 of case Search View -->
  65
  66     <record id="view_crm_case_section_categ_filter" model="ir.ui.view">
  67             <field name="name">CRM Report - Teams and Type(Select)</field>
  68             <field name="model">report.crm.case.section.categ2</field>
  69             <field name="type">search</field>
  70             <field name="arch" type="xml">
  71                 <search string="Cases by Team and Type">
  72                    <group>
  73                            <filter string="This Year" icon="terp-go-year"
  74                                domain="[('name','=',time.localtime()[0])]"
  75                                help="Cases by Team and Type for this year" />
  76                            <filter string="This Month" icon="terp-go-month"
  77                                domain="[('month','=',time.localtime()[1])]"
  78                                help="Cases by Team and Type for this month" />
  79                            <separator orientation="vertical"/>
  80                            <field name="section_id"
  81                                widget="selection" />
  82                            <field name="category2_id"/>
  83                         <field name="nbr"/>
  84                         <field name="state"/>
  85                    </group>
  86                </search>
  87             </field>
  88         </record>
  89
  90 <!--  Cases by section and category2 of case Action -->
  91
  92     <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_tree">
  93         <field name="name">Cases By Section and Category</field>
  94         <field name="res_model">report.crm.case.section.categ2</field>
  95         <field name="view_type">form</field>
  96         <field name="view_mode">graph,tree</field>
  97         <field name="search_view_id" ref="view_crm_case_section_categ_filter"/>
  98     </record>
  99
 100 <!-- Cases by section and stage Tree View -->
 101
 102     <record model="ir.ui.view" id="view_crm_case_section_stage_tree">
 103         <field name="name">CRM Report - Teams and Stage(Tree)</field>
 104         <field name="model">report.crm.case.section.stage</field>
 105         <field name="type">tree</field>
 106         <field name="arch" type="xml">
 107             <tree string="Cases by Team and Stage">
 108                 <field name="name"/>
 109                 <field name="month"/>
 110                 <field name="user_id"/>
 111                 <field name="section_id"/>
 112                 <field name="stage_id"/>
 113                 <field name="amount_revenue"/>
 114                 <field name="nbr"/>
 115                 <field name="delay_close"/>
 116                 <field name="state"/>
 117             </tree>
 118         </field>
 119     </record>
 120
 121 <!-- Cases by section and stage Form View -->
 122
 123     <record model="ir.ui.view" id="view_crm_case_section_stage_form">
 124         <field name="name">CRM Report - Teams and Stage(Form)</field>
 125         <field name="model">report.crm.case.section.stage</field>
 126         <field name="type">form</field>
 127         <field name="arch" type="xml">
 128             <form string="Cases by Team and Stage">
 129                 <field name="name"/>
 130                 <field name="month"/>
 131                 <field name="user_id"/>
 132                 <field name="section_id" select="1" widget="selection"/>
 133                 <field name="stage_id"/>
 134                 <field name="amount_revenue"/>
 135                 <field name="nbr" select="1"/>
 136                 <field name="state" select="1"/>
 137                 <field name="delay_close"/>
 138             </form>
 139         </field>
 140     </record>
 141
 142 <!-- Cases by section and stage Graph View -->
 143
 144     <record model="ir.ui.view" id="view_crm_case_section_stage_graph">
 145         <field name="name">CRM Report - Teams and Stage(Graph)</field>
 146         <field name="model">report.crm.case.section.stage</field>
 147         <field name="type">graph</field>
 148         <field name="arch" type="xml">
 149             <graph string="Cases by Team and Stage" type="bar" orientation="horizontal">
 150                 <field name="stage_id"/>
 151                 <field name="amount_revenue" operator="+"/>
 152                 <field name="section_id" group="True"/>
 153             </graph>
 154         </field>
 155     </record>
 156
 157 <!-- Cases by section and stage Search View -->
 158
 159     <record id="view_crm_case_section_stage_filter" model="ir.ui.view">
 160             <field name="name">CRM Report - Teams and Stage(Select)</field>
 161             <field name="model">report.crm.case.section.stage</field>
 162             <field name="type">search</field>
 163             <field name="arch" type="xml">
 164                 <search string="Cases by Team and Stage">
 165                    <group>
 166                            <filter string="This Year" icon="terp-go-year"
 167                                domain="[('name','=',time.localtime()[0])]"
 168                                help="Cases by Team and Stage for this year" />
 169                            <filter string="This Month" icon="terp-go-month"
 170                                domain="[('month','=',time.localtime()[1])]"
 171                                help="Cases by Team and Stage for this month" />
 172                            <separator orientation="vertical"/>
 173                         <field name="section_id" widget="selection"/>
 174                         <field name="nbr"/>
 175                         <field name="state"/>
 176                    </group>
 177                </search>
 178             </field>
 179         </record>
 180
 181 <!-- Cases by section and stage Action -->
 182
 183     <record model="ir.actions.act_window" id="action_report_crm_case_section_stage_tree">
 184         <field name="name">Cases By Section and Stage</field>
 185         <field name="res_model">report.crm.case.section.stage</field>
 186         <field name="view_type">form</field>
 187         <field name="view_mode">graph,tree</field>
 188         <field name="search_view_id" ref="view_crm_case_section_stage_filter"/>
 189     </record>
 190
 191 <!-- Cases by section, category and stage Tree View -->
 192
 193     <record model="ir.ui.view" id="view_crm_case_section_categ_stage_tree">
 194         <field name="name">CRM Report - Team, Category and Stage(Tree)</field>
 195         <field name="model">report.crm.case.section.categ.stage</field>
 196         <field name="type">tree</field>
 197         <field name="arch" type="xml">
 198             <tree string="Cases by Team, Category and Stage">
 199                 <field name="name"/>
 200                 <field name="month"/>
 201                 <field name="user_id"/>
 202                 <field name="section_id"/>
 203                 <field name="categ_id"/>
 204                 <field name="stage_id"/>
 205                 <field name="nbr"/>
 206                 <field name="delay_close"/>
 207                 <field name="state"/>
 208             </tree>
 209         </field>
 210     </record>
 211
 212 <!-- Cases by section, category and stage Form View -->
 213
 214     <record model="ir.ui.view" id="view_crm_case_section_categ_stage_form">
 215         <field name="name">CRM Report - Team, Category and Stage(Form)</field>
 216         <field name="model">report.crm.case.section.categ.stage</field>
 217         <field name="type">form</field>
 218         <field name="arch" type="xml">
 219             <form string="Cases by Section, Category and Stage">
 220                 <field name="name"/>
 221                 <field name="month"/>
 222                 <field name="user_id"/>
 223                 <field name="section_id" select="1" widget="selection"/>
 224                 <field name="categ_id"/>
 225                 <field name="stage_id"/>
 226                 <field name="nbr" select="1"/>
 227                 <field name="state" select="1"/>
 228                 <field name="delay_close"/>
 229             </form>
 230         </field>
 231     </record>
 232
 233 <!-- Cases by section, category and stage Search View -->
 234
 235     <record id="view_crm_case_section_categ_stage_filter" model="ir.ui.view">
 236             <field name="name">CRM Report - Section, Category and Stage(Select)</field>
 237             <field name="model">report.crm.case.section.categ.stage</field>
 238             <field name="type">search</field>
 239             <field name="arch" type="xml">
 240                 <search string="Cases by Section, Category and Stage">
 241                    <group>
 242                            <filter string="This Year" icon="terp-go-year"
 243                                domain="[('name','=',time.localtime()[0])]"
 244                                help="Cases by Section, Category and Stage for this year" />
 245                            <filter string="This Month" icon="terp-go-month"
 246                                domain="[('month','=',time.localtime()[1])]"
 247                                help="Cases by Section, Category and Stage for this month" />
 248                            <separator orientation="vertical"/>
 249                         <field name="section_id" widget="selection"/>
 250                         <field name="nbr"/>
 251                         <field name="state"/>
 252
 253                    </group>
 254                </search>
 255             </field>
 256         </record>
 257
 258 <!-- Cases by section, category and stage Graph View -->
 259
 260     <record model="ir.ui.view" id="view_crm_case_section_categ_stage_graph">
 261         <field name="name">CRM Report - Section, Category and Stage(Select)</field>
 262         <field name="model">report.crm.case.section.categ.stage</field>
 263         <field name="type">graph</field>
 264         <field name="arch" type="xml">
 265             <graph string="Cases by Section, Category and Stage" type="bar" orientation="horizontal">
 266                 <field name="categ_id"/>
 267                 <field name="nbr" operator="+"/>
 268                 <field name="section_id" group="True"/>
 269             </graph>
 270         </field>
 271     </record>
 272
 273 <!-- Cases by section, category and stage Action -->
 274
 275     <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_stage_tree">
 276         <field name="name">Cases By Section ,Category and Stage</field>
 277         <field name="res_model">report.crm.case.section.categ.stage</field>
 278         <field name="view_type">form</field>
 279         <field name="view_mode">tree,graph</field>
 280         <field name="search_view_id" ref="view_crm_case_section_categ_stage_filter"/>
 281     </record>
 282
 283 <!--  Cases by section, category and category2 Tree View -->
 284
 285     <record model="ir.ui.view" id="view_crm_case_section_categ_categ2_tree">
 286         <field name="name">CRM Report - Section, Category and Type(Tree)</field>
 287         <field name="model">report.crm.case.section.categ.categ2</field>
 288         <field name="type">tree</field>
 289         <field name="arch" type="xml">
 290             <tree string="Cases by Section, Category and Type">
 291                 <field name="name"/>
 292                 <field name="month"/>
 293                 <field name="user_id"/>
 294                 <field name="section_id"/>
 295                 <field name="categ_id"/>
 296                 <field name="category2_id"/>
 297                 <field name="stage_id"/>
 298                 <field name="nbr"/>
 299                 <field name="delay_close"/>
 300                 <field name="state"/>
 301             </tree>
 302         </field>
 303     </record>
 304
 305 <!--  Cases by section, category and category2 Form View -->
 306
 307     <record model="ir.ui.view" id="view_crm_case_section_categ_categ2_form">
 308         <field name="name">CRM Report - Section, Category and Type(Form)</field>
 309         <field name="model">report.crm.case.section.categ.categ2</field>
 310         <field name="type">form</field>
 311         <field name="arch" type="xml">
 312             <form string="Cases by Section, Category and Type">
 313                 <field name="name"/>
 314                 <field name="month"/>
 315                 <field name="user_id"/>
 316                 <field name="section_id" select="1" widget="selection"/>
 317                 <field name="categ_id"/>
 318                 <field name="category2_id"/>
 319                 <field name="stage_id"/>
 320                 <field name="nbr" select="1"/>
 321                 <field name="state" select="1"/>
 322                 <field name="delay_close"/>
 323             </form>
 324         </field>
 325     </record>
 326
 327 <!--  Cases by section, category and category2 Search View -->
 328
 329     <record id="view_crm_case_section_categ_categ2_filter" model="ir.ui.view">
 330             <field name="name">CRM Report - Section, Category and Type(Select)</field>
 331             <field name="model">report.crm.case.section.categ.categ2</field>
 332             <field name="type">search</field>
 333             <field name="arch" type="xml">
 334                 <search string="Search Cases by User">
 335                    <group>
 336                            <filter string="This Year" icon="terp-go-year"
 337                                domain="[('name','=',time.localtime()[0])]"
 338                                help="Cases by User for this year" />
 339                            <filter string="This Month" icon="terp-go-month"
 340                                domain="[('month','=',time.localtime()[1])]"
 341                                help="Cases by User for this month" />
 342                            <separator orientation="vertical"/>
 343                         <field name="section_id" widget="selection"/>
 344                         <field name="nbr"/>
 345                         <field name="state"/>
 346                    </group>
 347                </search>
 348             </field>
 349     </record>
 350
 351 <!--  Cases by section, category and category2 Graph View -->
 352
 353     <record model="ir.ui.view" id="view_crm_case_section_categ_categ2_graph">
 354         <field name="name">CRM Report - Section, Category and Type(Select)</field>
 355         <field name="model">report.crm.case.section.categ.categ2</field>
 356         <field name="type">graph</field>
 357         <field name="arch" type="xml">
 358             <graph string="Cases by Section, Category and Type" type="bar" orientation="horizontal">
 359                 <field name="category2_id"/>
 360                 <field name="nbr" operator="+"/>
 361                 <field name="section_id" group="True"/>
 362             </graph>
 363         </field>
 364     </record>
 365
 366 <!--  Cases by section, category and category2 Action -->
 367
 368     <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_categ2_tree">
 369         <field name="name">Cases By Section ,Category and Category2</field>
 370         <field name="res_model">report.crm.case.section.categ.categ2</field>
 371         <field name="view_type">form</field>
 372         <field name="view_mode">tree,graph</field>
 373         <field name="search_view_id" ref="view_crm_case_section_categ_categ2_filter"/>
 374     </record>
 375
 376 </data>
 377 </openerp>