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