addons/crm/report/crm_phonecall_report_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5 <!-- Phone calls by user and section Tree View -->
   6
   7         <record id="view_report_crm_phonecall_tree" model="ir.ui.view">
   8             <field name="name">crm.phonecall.report.tree</field>
   9             <field name="model">crm.phonecall.report</field>
  10             <field name="type">tree</field>
  11             <field name="arch" type="xml">
  12                <tree string="Phone calls">
  13                     <field name="name" invisible="1"/>
  14                     <field name="month" invisible="1"/>
  15                     <field name="section_id" invisible="1"/>
  16                     <field name="priority" invisible="1"/>
  17                     <field name="stage_id" invisible="1"/>
  18                     <field name="user_id" invisible="1"/>
  19                     <field name="company_id" invisible="1"/>
  20                     <field name="partner_id" invisible="1"/>
  21                     <field name="state" invisible="1"/>
  22                     <field name="categ_id" invisible="1"/>
  23                     <field name="day" invisible="1"/>
  24                     <field name="nbr" string="#Phone calls" sum="#Phone calls"/>
  25                     <field name="duration" avg="Duration"/>
  26                     <field name="delay_close" avg="Avg Closing Delay"/>
  27                     <field name="delay_open" sum='Delay to open'/>
  28               </tree>
  29             </field>
  30         </record>
  31
  32 <!-- Phone calls by user and section Form View -->
  33
  34         <record id="view_report_crm_phonecall_form" model="ir.ui.view">
  35             <field name="name">crm.phonecall.report.form</field>
  36             <field name="model">crm.phonecall.report</field>
  37             <field name="type">form</field>
  38             <field name="arch" type="xml">
  39                 <form string="Cases">
  40                     <field name="name" select="1"/>
  41                     <field name="month" select="1"/>
  42                     <field name="user_id" select="1"/>
  43                     <field name="section_id" select="1"/>
  44                     <field name="nbr" select="1"/>
  45                    <field name="delay_close"/>
  46                     <field name="amount_revenue"/>
  47                     <field name="amount_revenue_prob"/>
  48                     <field name="probability"/>
  49                     <field name="state" select="1"/>
  50                 </form>
  51             </field>
  52         </record>
  53
  54 <!-- Phone calls by user and section Graph View -->
  55
  56         <record id="view_report_crm_phonecall_graph" model="ir.ui.view">
  57             <field name="name">crm.phonecall.report.graph</field>
  58             <field name="model">crm.phonecall.report</field>
  59             <field name="type">graph</field>
  60             <field name="arch" type="xml">
  61                 <graph orientation="horizontal" string="Phone calls" type="bar">
  62                     <field name="state"/>
  63                     <field name="nbr" operator="+"/>
  64                     <field group="True" name="user_id"/>
  65                 </graph>
  66             </field>
  67         </record>
  68
  69 <!-- Phone calls by user and section Search View -->
  70
  71     <record id="view_report_crm_phonecall_filter" model="ir.ui.view">
  72             <field name="name">crm.phonecall.report.select</field>
  73             <field name="model">crm.phonecall.report</field>
  74             <field name="type">search</field>
  75             <field name="arch" type="xml">
  76                 <search string="Search">
  77                   <group col="16" colspan="8">
  78                            <filter string="  Year  " icon="terp-go-year"
  79                                domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"/>
  80
  81                        <filter string="   Month   " icon="terp-go-month" name="This Month"
  82                            domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-%%m-01'))]"/>
  83
  84                        <filter icon="terp-go-week" string="    Month-1    " separator="1"
  85                             domain="[('create_date','&lt;=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"/>
  86
  87                            <separator orientation="vertical" />
  88                         <filter icon="terp-check"
  89                             string="To Do"
  90                             domain="[('state','in',('draft','open'))]"/>
  91                         <filter icon="gtk-media-pause"
  92                             string="Pending"
  93                             domain="[('state','=','pending')]"/>
  94                         <filter icon="terp-dialog-close"
  95                             string="Done"
  96                             domain="[('state','=','done')]"/>
  97                       <separator orientation="vertical" />
  98                         <field name="section_id"
  99                             default="context.get('section_id', False)"
 100                             context="{'invisible_section': False}">
 101                        <filter icon="terp-personal+"
 102                            context="{'invisible_section': False}"
 103                            domain="[('section_id.user_id','=',uid)]"
 104                            help="My section" />
 105                         </field>
 106                           <field name="user_id" select="1">
 107                             <filter icon="terp-crm" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
 108                            </field>
 109                    </group>
 110                    <newline/>
 111                    <group  expand="1" string="Group By...">
 112                         <filter string="Salesman" name="User" icon="terp-personal"
 113                             domain="[]" context="{'group_by':'user_id'}" />
 114                        <filter string="Partner" icon="terp-personal" context="{'group_by':'partner_id'}" />
 115                         <separator orientation="vertical" />
 116                         <filter string="Sales Team" icon="terp-personal+"
 117                             domain="[]"
 118                             context="{'group_by':'section_id'}" />
 119
 120                         <separator orientation="vertical" />
 121                         <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 122                         <filter string="Priority"  icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 123                         <filter string="Type" icon="terp-stock_symbol-selection"
 124                             domain="[]" context="{'group_by':'categ_id'}" />
 125                         <separator orientation="vertical" />
 126                         <filter string="State" icon="terp-stock_effects-object-colorize"
 127                             domain="[]" context="{'group_by':'state'}" />
 128                         <separator orientation="vertical" />
 129                         <filter string="Company" icon="terp-go-home"
 130                             domain="[]"
 131                             context="{'group_by':'company_id'}" />
 132                         <separator orientation="vertical" />
 133                         <filter string="Day" icon="terp-go-today"
 134                             domain="[]" context="{'group_by':'day'}" help="Date of call"/>
 135                         <filter string="Month" icon="terp-go-month"
 136                             domain="[]" context="{'group_by':'month'}" help="Month of call"/>
 137                         <filter string="Year" icon="terp-go-year"
 138                             domain="[]" context="{'group_by':'name'}" help="Year of call"/>
 139                   </group>
 140
 141                    <newline/>
 142                    <group  expand="0" string="Extended Filters..."  groups="base.group_extended">
 143                       <field name="partner_id"/>
 144                         <separator orientation="vertical"/>
 145                         <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 146                         <field string="Type" name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 147                         <separator orientation="vertical"/>
 148                         <field name="company_id" groups="base.group_multi_company"/>
 149                            <newline/>
 150                         <field name="creation_date"/>
 151                         <field name="opening_date"/>
 152                         <field name="date_closed"/>
 153                    </group>
 154                </search>
 155             </field>
 156         </record>
 157
 158 <!-- Phone calls by user and section Action -->
 159
 160         <record id="action_report_crm_phonecall" model="ir.actions.act_window">
 161             <field name="name">Phone Calls Analysis</field>
 162             <field name="res_model">crm.phonecall.report</field>
 163             <field name="view_type">form</field>
 164             <field name="view_mode">tree,graph</field>
 165             <field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 166             <field name="view_id" ref="view_report_crm_phonecall_tree"/>
 167             <field name="search_view_id" ref="view_report_crm_phonecall_filter"/>
 168             <field name="help">Get an anlysis of Phone Calls number and delay to close, stage, user suits to different groups for a global or a fine grained analysis.</field>
 169         </record>
 170
 171            <record model="ir.actions.act_window.view" id="action_report_crm_phonecall_tree">
 172             <field name="sequence" eval="1"/>
 173             <field name="view_mode">tree</field>
 174             <field name="view_id" ref="view_report_crm_phonecall_tree"/>
 175             <field name="act_window_id" ref="action_report_crm_phonecall"/>
 176         </record>
 177
 178         <record model="ir.actions.act_window.view" id="action_report_crm_phonecall_graph">
 179             <field name="sequence" eval="2"/>
 180             <field name="view_mode">graph</field>
 181             <field name="view_id" ref="view_report_crm_phonecall_graph"/>
 182             <field name="act_window_id" ref="action_report_crm_phonecall"/>
 183         </record>
 184
 185         <menuitem name="Phone Calls Analysis"
 186             groups="base.group_extended"
 187             action="action_report_crm_phonecall"
 188             id="menu_report_crm_phonecalls_tree" parent="base.next_id_64" sequence="5"/>
 189
 190     </data>
 191 </openerp>