addons/crm/crm_report_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4     #
   5     # Cases by section and category2 of case
   6     #
   7                 <menuitem id="next_id_64" name="Reporting" parent="crm.menu_crm"
   8                         sequence="50"/>
   9                 <menuitem id="next_id_65" name="This Month" parent="next_id_64" />
  10                 <menuitem id="next_id_66" name="All Months"
  11                         parent="next_id_64"/>
  12
  13     <record model="ir.ui.view" id="view_crm_case_section_categ_tree">
  14         <field name="name">CRM Report - Sections and Type(Tree)</field>
  15         <field name="model">report.crm.case.section.categ2</field>
  16         <field name="type">tree</field>
  17         <field name="arch" type="xml">
  18             <tree string="Cases by Section and Type">
  19                 <field name="name"/>
  20                 <field name="user_id"/>
  21                 <field name="section_id"/>
  22                 <field name="category2_id"/>
  23                 <field name="stage_id"/>
  24                 <field name="amount_revenue"/>
  25                 <field name="nbr"/>
  26                 <field name="delay_close"/>
  27                 <field name="state"/>
  28             </tree>
  29         </field>
  30     </record>
  31     <record model="ir.ui.view" id="view_crm_case_section_categ_form">
  32         <field name="name">CRM Report - Sections and Type(Form)</field>
  33         <field name="model">report.crm.case.section.categ2</field>
  34         <field name="type">form</field>
  35         <field name="arch" type="xml">
  36             <form string="Cases by Section and Category2">
  37                 <field name="name"/>
  38                 <field name="user_id"/>
  39                 <field name="section_id" select="1" widget="selection"/>
  40                 <field name="category2_id" select="1"/>
  41                 <field name="stage_id"/>
  42                 <field name="amount_revenue"/>
  43                 <field name="nbr" select="1"/>
  44                 <field name="state" select="1"/>
  45                 <field name="delay_close"/>
  46             </form>
  47         </field>
  48     </record>
  49     <record model="ir.ui.view" id="view_crm_case_section_categ_graph">
  50         <field name="name">CRM Report - Sections and Type(Graph)</field>
  51         <field name="model">report.crm.case.section.categ2</field>
  52         <field name="type">graph</field>
  53         <field name="arch" type="xml">
  54             <graph string="Cases by Section and Type" type="bar" orientation="horizontal">
  55                 <field name="category2_id"/>
  56                 <field name="amount_revenue" operator="+"/>
  57                 <field name="section_id" group="True"/>
  58             </graph>
  59         </field>
  60     </record>
  61
  62     <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_tree_month">
  63         <field name="res_model">report.crm.case.section.categ2</field>
  64         <field name="view_type">form</field>
  65         <field name="view_mode">graph,tree</field>
  66         <field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
  67     </record>
  68     <menuitem parent="next_id_65" name="Cases by Section and Type" action="action_report_crm_case_section_categ_tree_month" id="menu_crm_case_section_categ_tree_month"/>
  69
  70     <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_tree">
  71         <field name="res_model">report.crm.case.section.categ2</field>
  72         <field name="view_type">form</field>
  73         <field name="view_mode">graph,tree</field>
  74     </record>
  75     <menuitem parent="next_id_66" name="Cases by Section and Type" action="action_report_crm_case_section_categ_tree" id="menu_crm_case_section_categ_tree"/>
  76
  77     #
  78     # Cases by section and stage
  79     #
  80
  81     <record model="ir.ui.view" id="view_crm_case_section_stage_tree">
  82         <field name="name">CRM Report - Sections and Stage(Tree)</field>
  83         <field name="model">report.crm.case.section.stage</field>
  84         <field name="type">tree</field>
  85         <field name="arch" type="xml">
  86             <tree string="Cases by Section and Stage">
  87                 <field name="name"/>
  88                 <field name="user_id"/>
  89                 <field name="section_id"/>
  90                 <field name="stage_id"/>
  91                 <field name="amount_revenue"/>
  92                 <field name="nbr"/>
  93                 <field name="delay_close"/>
  94                 <field name="state"/>
  95             </tree>
  96         </field>
  97     </record>
  98     <record model="ir.ui.view" id="view_crm_case_section_stage_form">
  99         <field name="name">CRM Report - Sections and Stage(Form)</field>
 100         <field name="model">report.crm.case.section.stage</field>
 101         <field name="type">form</field>
 102         <field name="arch" type="xml">
 103             <form string="Cases by Section and Stage">
 104                 <field name="name"/>
 105                 <field name="user_id"/>
 106                 <field name="section_id" select="1" widget="selection"/>
 107                 <field name="stage_id"/>
 108                 <field name="amount_revenue"/>
 109                 <field name="nbr" select="1"/>
 110                 <field name="state" select="1"/>
 111                 <field name="delay_close"/>
 112             </form>
 113         </field>
 114     </record>
 115     <record model="ir.ui.view" id="view_crm_case_section_stage_graph">
 116         <field name="name">CRM Report - Sections and Stage(Graph)</field>
 117         <field name="model">report.crm.case.section.stage</field>
 118         <field name="type">graph</field>
 119         <field name="arch" type="xml">
 120             <graph string="Cases by Section and Stage" type="bar" orientation="horizontal">
 121                 <field name="stage_id"/>
 122                 <field name="amount_revenue" operator="+"/>
 123                 <field name="section_id" group="True"/>
 124             </graph>
 125         </field>
 126     </record>
 127
 128     <record model="ir.actions.act_window" id="action_report_crm_case_section_stage_tree_month">
 129         <field name="res_model">report.crm.case.section.stage</field>
 130         <field name="view_type">form</field>
 131         <field name="view_mode">graph,tree</field>
 132         <field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
 133     </record>
 134     <menuitem parent="next_id_65" name="Cases by Section and Stage" action="action_report_crm_case_section_stage_tree_month" id="menu_crm_case_section_stage_tree_month"/>
 135     <record model="ir.actions.act_window" id="action_report_crm_case_section_stage_tree">
 136         <field name="res_model">report.crm.case.section.stage</field>
 137         <field name="view_type">form</field>
 138         <field name="view_mode">graph,tree</field>
 139     </record>
 140     <menuitem parent="next_id_66" name="Cases by Section and Stage" action="action_report_crm_case_section_stage_tree" id="menu_crm_case_section_stage_tree"/>
 141
 142     #
 143     # Cases by section, category and stage
 144     #
 145
 146     <record model="ir.ui.view" id="view_crm_case_section_categ_stage_tree">
 147         <field name="name">CRM Report - Section, Category and Stage(Tree)</field>
 148         <field name="model">report.crm.case.section.categ.stage</field>
 149         <field name="type">tree</field>
 150         <field name="arch" type="xml">
 151             <tree string="Cases by Section, Category and Stage">
 152                 <field name="name"/>
 153                 <field name="year"/>
 154                 <field name="user_id"/>
 155                 <field name="section_id"/>
 156                 <field name="categ_id"/>
 157                 <field name="stage_id"/>
 158                 <field name="nbr"/>
 159                 <field name="delay_close"/>
 160                 <field name="state"/>
 161             </tree>
 162         </field>
 163     </record>
 164     <record model="ir.ui.view" id="view_crm_case_section_categ_stage_form">
 165         <field name="name">CRM Report - Section, Category and Stage(Form)</field>
 166         <field name="model">report.crm.case.section.categ.stage</field>
 167         <field name="type">form</field>
 168         <field name="arch" type="xml">
 169             <form string="Cases by Section, Category and Stage">
 170                 <field name="name"/>
 171                 <field name="year"/>
 172                 <field name="user_id"/>
 173                 <field name="section_id" select="1" widget="selection"/>
 174                 <field name="categ_id"/>
 175                 <field name="stage_id"/>
 176                 <field name="nbr" select="1"/>
 177                 <field name="state" select="1"/>
 178                 <field name="delay_close"/>
 179             </form>
 180         </field>
 181     </record>
 182
 183     <record id="view_crm_case_section_categ_stage_filter" model="ir.ui.view">
 184             <field name="name">CRM Report - Section, Category and Stage(Select)</field>
 185             <field name="model">report.crm.case.section.categ.stage</field>
 186             <field name="type">search</field>
 187             <field name="arch" type="xml">
 188                 <search string="Cases by Section, Category and Stage">
 189                    <group col='8' colspan='4'>
 190                                 <filter string="Year" icon="terp-hr" domain="[('year','=',time.localtime()[0])]"/>
 191                                 <separator orientation="vertical"/>
 192                                                 <filter string="Month" icon="terp-hr" domain="[('name','=',time.localtime()[1])]"/>
 193                                                 <separator orientation="vertical"/>
 194                                                 <field name="section_id" select="1" widget="selection"/>
 195                                                 <field name="nbr" select="1"/>
 196                                 <field name="state" select="1"/>
 197
 198                    </group>
 199                </search>
 200             </field>
 201         </record>
 202
 203         <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_stage_tree_month">
 204         <field name="res_model">report.crm.case.section.categ.stage</field>
 205         <field name="view_type">form</field>
 206         <field name="view_mode">tree</field>
 207         <field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
 208     </record>
 209     <menuitem parent="next_id_65" name="Cases by Section, Category and Stage" action="action_report_crm_case_section_categ_stage_tree_month" id="menu_crm_case_section_categ_stage_tree_month"/>
 210     <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_stage_tree">
 211         <field name="res_model">report.crm.case.section.categ.stage</field>
 212         <field name="view_type">form</field>
 213         <field name="view_mode">tree</field>
 214         <field name="search_view_id" ref="view_crm_case_section_categ_stage_filter"/>
 215     </record>
 216     <menuitem parent="next_id_66" name="Cases by Section, Category and Stage" action="action_report_crm_case_section_categ_stage_tree" id="menu_crm_case_section_categ_stage_tree"/>
 217
 218     #
 219     # Cases by section, category and category2
 220     #
 221
 222     <record model="ir.ui.view" id="view_crm_case_section_categ_categ2_tree">
 223         <field name="name">CRM Report - Section, Category and Type(Tree)</field>
 224         <field name="model">report.crm.case.section.categ.categ2</field>
 225         <field name="type">tree</field>
 226         <field name="arch" type="xml">
 227             <tree string="Cases by Section, Category and Type">
 228                 <field name="name"/>
 229                 <field name="year"/>
 230                 <field name="user_id"/>
 231                 <field name="section_id"/>
 232                 <field name="categ_id"/>
 233                 <field name="category2_id"/>
 234                 <field name="stage_id"/>
 235                 <field name="nbr"/>
 236                 <field name="delay_close"/>
 237                 <field name="state"/>
 238             </tree>
 239         </field>
 240     </record>
 241     <record model="ir.ui.view" id="view_crm_case_section_categ_categ2_form">
 242         <field name="name">CRM Report - Section, Category and Type(Form)</field>
 243         <field name="model">report.crm.case.section.categ.categ2</field>
 244         <field name="type">form</field>
 245         <field name="arch" type="xml">
 246             <form string="Cases by Section, Category and Type">
 247                 <field name="name"/>
 248                 <field name="year"/>
 249                 <field name="user_id"/>
 250                 <field name="section_id" select="1" widget="selection"/>
 251                 <field name="categ_id"/>
 252                 <field name="category2_id"/>
 253                 <field name="stage_id"/>
 254                 <field name="nbr" select="1"/>
 255                 <field name="state" select="1"/>
 256                 <field name="delay_close"/>
 257             </form>
 258         </field>
 259     </record>
 260
 261         <record id="view_crm_case_section_categ_categ2_filter" model="ir.ui.view">
 262             <field name="name">CRM Report - Section, Category and Type(Select)</field>
 263             <field name="model">report.crm.case.section.categ.categ2</field>
 264             <field name="type">search</field>
 265             <field name="arch" type="xml">
 266                 <search string="Search Cases by User">
 267                    <group col='12' colspan='4'>
 268                                 <filter string="Year" icon="terp-hr" domain="[('year','=',time.localtime()[0])]"/>
 269                                 <separator orientation="vertical"/>
 270                                                 <filter string="Month" icon="terp-hr" domain="[('name','=',time.localtime()[1])]"/>
 271                                                 <separator orientation="vertical"/>
 272                                                 <field name="section_id" select="1" widget="selection"/>
 273                                                 <field name="nbr" select="1"/>
 274                                 <field name="state" select="1"/>
 275                    </group>
 276                </search>
 277             </field>
 278         </record>
 279     <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_categ2_tree_month">
 280         <field name="res_model">report.crm.case.section.categ.categ2</field>
 281         <field name="view_type">form</field>
 282         <field name="view_mode">tree</field>
 283         <field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
 284     </record>
 285     <menuitem  parent="next_id_65" name="Cases by Section, Category and Type" action="action_report_crm_case_section_categ_categ2_tree_month" id="menu_crm_case_section_categ_categ2_tree_month"/>
 286     <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_categ2_tree">
 287         <field name="res_model">report.crm.case.section.categ.categ2</field>
 288         <field name="view_type">form</field>
 289         <field name="view_mode">tree</field>
 290         <field name="search_view_id" ref="view_crm_case_section_categ_categ2_filter"/>
 291     </record>
 292     <menuitem parent="next_id_66" name="Cases by Section, Category and Type" action="action_report_crm_case_section_categ_categ2_tree" id="menu_crm_case_section_categ_categ2_tree"/>
 293 </data>
 294 </openerp>