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="user_id" invisible="1"/>
  17                     <field name="company_id" invisible="1"/>
  18                     <field name="partner_id" invisible="1"/>
  19                                         <field name="nbr" string="#Phone calls" sum="#Phone calls"/>
  20                         <field name="delay_close" avg="Avg Closing Delay"/>
  21                     <field name="state" invisible="1"/>
  22                     <field name="categ_id" invisible="1"/>
  23                     <field name="day" invisible="1"/>
  24                                 </tree>
  25             </field>
  26         </record>
  27
  28 <!-- Phone calls by user and section Form View -->
  29
  30         <record id="view_report_crm_phonecall_form" model="ir.ui.view">
  31             <field name="name">crm.phonecall.report.form</field>
  32             <field name="model">crm.phonecall.report</field>
  33             <field name="type">form</field>
  34             <field name="arch" type="xml">
  35                 <form string="Cases">
  36                     <field name="name" select="1"/>
  37                     <field name="month" select="1"/>
  38                     <field name="user_id" select="1"/>
  39                                         <field name="section_id" select="1"/>
  40                     <field name="nbr" select="1"/>
  41                      <field name="delay_close"/>
  42                     <field name="amount_revenue"/>
  43                     <field name="amount_revenue_prob"/>
  44                     <field name="probability"/>
  45                     <field name="state" select="1"/>
  46                 </form>
  47             </field>
  48         </record>
  49
  50 <!-- Phone calls by user and section Graph View -->
  51
  52         <record id="view_report_crm_phonecall_graph" model="ir.ui.view">
  53             <field name="name">crm.phonecall.report.graph</field>
  54             <field name="model">crm.phonecall.report</field>
  55             <field name="type">graph</field>
  56             <field name="arch" type="xml">
  57                 <graph orientation="horizontal" string="Phone calls" type="bar">
  58                     <field name="state"/>
  59                     <field name="nbr" operator="+"/>
  60                     <field group="True" name="user_id"/>
  61                 </graph>
  62             </field>
  63         </record>
  64
  65 <!-- Phone calls by user and section Search View -->
  66
  67         <record id="view_report_crm_phonecall_filter" model="ir.ui.view">
  68             <field name="name">crm.phonecall.report.select</field>
  69             <field name="model">crm.phonecall.report</field>
  70             <field name="type">search</field>
  71             <field name="arch" type="xml">
  72                 <search string="Search">
  73                   <group col="16" colspan="8">
  74                                 <!--  <filter string="This Year" name="This Year" icon="terp-hr"
  75                                         domain="[('name','=',time.localtime()[0])]"/>-->
  76                                 <filter string="This Year" icon="terp-hr"
  77                                         domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
  78
  79                                 <!-- <filter string="This Month" name="This Year" icon="terp-hr"
  80                                         domain="[('month','=',time.strftime('%%m'))]" />-->
  81                        <filter string="This Month" icon="terp-hr" name="This Month"
  82                            domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
  83
  84                        <filter icon="gtk-media-rewind" string="7 Days" separator="1"
  85                             domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
  86
  87                                 <separator orientation="vertical" />
  88                         <filter icon="terp-hr"
  89                                 string="Draft"
  90                                 domain="[('state','=','draft')]"/>
  91                                            <filter icon="terp-hr"
  92                                 string="Open"
  93                                 domain="[('state','=','open')]"/>
  94                                            <filter icon="terp-hr"
  95                                 string="Pending"
  96                                 domain="[('state','=','pending')]"/>
  97
  98                                 <separator orientation="vertical" />
  99                                 <field name="section_id"
 100                                         default="context.get('section_id', False)"
 101                                         widget="selection"
 102                                         context="{'invisible_section': False}">
 103
 104                                         <filter icon="terp-crm"
 105                                                 context="{'invisible_section': False}"
 106                                                 domain="[('section_id.user_id','=',uid)]"
 107                                                 help="My section" />
 108
 109                                 </field>
 110                                 <field name="company_id" widget="selection" groups="base.group_multi_company">
 111                            <filter icon="terp-crm"
 112                         context="{'invisible_section': False}"
 113                         domain="[('section_id.user_id.company_id','=',uid)]"
 114                         help="My company"/>
 115                         </field>
 116
 117                         <field name="user_id" select="1" widget="selection">
 118                                         <filter icon="terp-crm" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
 119                                 </field>
 120                    </group>
 121                     <newline/>
 122                    <group  expand="1" string="Group By...">
 123                         <filter string="User" name="User" icon="terp-sale"
 124                             domain="[]" context="{'group_by':'user_id'}" />
 125
 126                         <filter string="Company" icon="terp-sale"
 127                             domain="[]"
 128                             context="{'group_by':'company_id'}" />
 129
 130                         <filter string="Section" icon="terp-sale"
 131                             domain="[]"
 132                             context="{'group_by':'section_id'}" />
 133
 134                         <separator orientation="vertical" />
 135                         <filter string="State" icon="terp-sale"
 136                             domain="[]" context="{'group_by':'state'}" />
 137
 138                         <filter string="Category" icon="terp-sale"
 139                             domain="[]" context="{'group_by':'categ_id'}" />
 140
 141                         <separator orientation="vertical" />
 142                         <filter string="Day" icon="terp-sale"
 143                             domain="[]" context="{'group_by':'day'}"/>
 144
 145                         <filter string="Month" icon="terp-sale"
 146                             domain="[]" context="{'group_by':'month'}" />
 147
 148                         <filter string="Year" icon="terp-sale"
 149                             domain="[]" context="{'group_by':'name'}" />
 150                   </group>
 151
 152                    <newline/>
 153                    <group  expand="0" string="Extended options..."  groups="base.group_extended">
 154                          <filter icon="terp-sale"
 155                                 string="Done"
 156                                 domain="[('state','=','done')]"/>
 157
 158                         <filter icon="terp-sale"
 159                                 string="Cancel"
 160                                 domain="[('state','=','cancel')]"/>
 161                         <group>
 162                                     <separator orientation="vertical"/>
 163                                         <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 164                                      </group>
 165                    </group>
 166                    <newline/>
 167                </search>
 168             </field>
 169         </record>
 170
 171 <!-- Phone calls by user and section Action -->
 172
 173         <record id="action_report_crm_phonecall" model="ir.actions.act_window">
 174             <field name="name">Phone Calls</field>
 175             <field name="res_model">crm.phonecall.report</field>
 176             <field name="view_type">form</field>
 177             <field name="view_mode">tree,graph</field>
 178             <field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 179             <field name="view_id" ref="view_report_crm_phonecall_tree"/>
 180             <field name="search_view_id" ref="view_report_crm_phonecall_filter"/>
 181         </record>
 182
 183            <record model="ir.actions.act_window.view" id="action_report_crm_phonecall_tree">
 184             <field name="sequence" eval="1"/>
 185             <field name="view_mode">tree</field>
 186             <field name="view_id" ref="view_report_crm_phonecall_tree"/>
 187             <field name="act_window_id" ref="action_report_crm_phonecall"/>
 188         </record>
 189
 190         <record model="ir.actions.act_window.view" id="action_report_crm_phonecall_graph">
 191             <field name="sequence" eval="2"/>
 192             <field name="view_mode">graph</field>
 193             <field name="view_id" ref="view_report_crm_phonecall_graph"/>
 194             <field name="act_window_id" ref="action_report_crm_phonecall"/>
 195         </record>
 196
 197         <menuitem name="Phone Calls"
 198             action="action_report_crm_phonecall"
 199             groups="base.group_extended"
 200             id="menu_report_crm_phonecalls_tree" parent="base.next_id_64" />
 201
 202     </data>
 203 </openerp>