addons/crm_fundraising/report/crm_fundraising_report_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5 <!-- Fundraising by user and section Tree View-->
   6
   7         <record id="view_report_crm_fundraising_tree" model="ir.ui.view">
   8             <field name="name">crm.fundraising.report.tree</field>
   9             <field name="model">crm.fundraising.report</field>
  10             <field name="type">tree</field>
  11             <field name="arch" type="xml">
  12                 <tree string="Fundraising">
  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='#Fundraising' sum="#Fundraising"/>
  20                     <field name="planned_cost"  sum='Planned Costs'/>
  21                     <field name="amount_revenue"  sum='Est.Revenue'/>
  22                     <field name="probability" avg='Avg. Probability' widget="progressbar"/>
  23                     <field name="amount_revenue_prob" sum='Est. Rev*Prob.'/>
  24                     <field name="delay_close" avg='Avg Closing Delay'/>
  25                     <field name="state" invisible="1"/>
  26                     <field name="categ_id" invisible="1"/>
  27                     <field name="day" invisible="1"/>
  28                     <field name="type_id" invisible="1"/>
  29                 </tree>
  30             </field>
  31
  32 <!-- Fundraising by user and section Form View-->
  33
  34         </record>
  35         <record id="view_report_crm_fundraising_form" model="ir.ui.view">
  36             <field name="name">crm.fundraising.report.form</field>
  37             <field name="model">crm.fundraising.report</field>
  38             <field name="type">form</field>
  39             <field name="arch" type="xml">
  40                 <form string="Cases">
  41                     <field name="name" select="1"/>
  42                     <field name="month" select="1"/>
  43                     <field name="user_id" select="1"/>
  44                     <field name="section_id" select="1"/>
  45                     <field name="nbr" select="1"/>
  46                     <field name="delay_close"/>
  47                     <field name="amount_revenue"/>
  48                     <field name="amount_revenue_prob"/>
  49                     <field name="probability"/>
  50                     <field name="state" select="1"/>
  51                 </form>
  52             </field>
  53         </record>
  54
  55 <!-- Fundraising by user and section Graph View-->
  56
  57         <record id="view_report_crm_fundraising_graph" model="ir.ui.view">
  58             <field name="name">crm.fundraising.report.graph</field>
  59             <field name="model">crm.fundraising.report</field>
  60             <field name="type">graph</field>
  61             <field name="arch" type="xml">
  62                 <graph orientation="horizontal" string="Fundraising" type="bar">
  63                     <field name="state"/>
  64                     <field name="nbr" operator="+"/>
  65                     <field group="True" name="user_id"/>
  66                 </graph>
  67             </field>
  68         </record>
  69
  70 <!-- Fundraising by user and section Search View-->
  71
  72         <record id="view_report_crm_fundraising_filter" model="ir.ui.view">
  73             <field name="name">crm.fundraising.report.selectt</field>
  74             <field name="model">crm.fundraising.report</field>
  75             <field name="type">search</field>
  76             <field name="arch" type="xml">
  77                 <search string="Search">
  78                   <group>
  79                         <filter icon="terp-document-new"
  80                             string="New"
  81                             domain="[('state','=','draft')]"/>
  82                         <filter icon="terp-camera_test"
  83                             string="Open"
  84                             domain="[('state','=','open')]"/>
  85                         <filter icon="terp-gtk-media-pause"
  86                             string="Pending"
  87                             domain="[('state','=','pending')]"/>
  88                         <separator orientation="vertical" />
  89                         <field name="section_id" string="Sales Team"
  90                             context="{'invisible_section': False}">
  91                             <filter string="My Sales Team(s)"
  92                                 icon="terp-personal+"
  93                                 context="{'invisible_section': False}"
  94                                 domain="[('section_id.user_id','=',uid)]"
  95                                 help="My Sales Team(s)" />
  96                         </field>
  97                         <field name="company_id" groups="base.group_multi_company">
  98                             <filter string="My company"
  99                                 icon="terp-go-home"
 100                                 context="{'invisible_section': False}"
 101                                 domain="[('section_id.user_id.company_id','=',uid)]"
 102                                 help="My company"/>
 103                         </field>
 104                         <field name="user_id" string="Salesperson">
 105                             <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
 106                         </field>
 107                     </group>
 108                     <newline/>
 109                     <group  expand="0" string="Extended Filters...">
 110                         <filter icon="terp-dialog-close"
 111                             string="Done"
 112                             domain="[('state','=','done')]"/>
 113                         <filter icon="gtk-cancel"
 114                             string="Cancel"
 115                             domain="[('state','=','cancel')]"/>
 116                         <separator orientation="vertical"/>
 117                         <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
 118                         <field name="create_date"/>
 119                     </group>
 120                     <newline/>
 121                     <group  expand="1" string="Group By...">
 122                         <filter string="Salesperson" name="Salesperson" icon="terp-personal"
 123                             domain="[]" context="{'group_by':'user_id'}" />
 124                         <filter string="Sales Team" icon="terp-personal+"
 125                             domain="[]"
 126                             context="{'group_by':'section_id'}" />
 127                         <separator orientation="vertical" />
 128                         <filter string="Status" icon="terp-stock_effects-object-colorize"
 129                             domain="[]" context="{'group_by':'state'}" />
 130                         <filter string="Category" icon="terp-stock_symbol-selection"
 131                             domain="[]" context="{'group_by':'categ_id'}" />
 132                         <filter string="Payment Mode" help="Payment Mode"
 133                             icon="terp-dolar" domain="[]"
 134                             context="{'group_by':'type_id'}" />
 135                         <separator orientation="vertical" />
 136                         <filter string="Company" icon="terp-go-home"
 137                             domain="[]"
 138                             groups="base.group_multi_company"
 139                             context="{'group_by':'company_id'}" />
 140                         <separator orientation="vertical" groups="base.group_multi_company"/>
 141                         <filter string="Day" icon="terp-go-today"
 142                             domain="[]" context="{'group_by':'day'}"
 143                             help="Date of fundraising"/>
 144                         <filter string="Month" icon="terp-go-month"
 145                             domain="[]" context="{'group_by':'month'}"
 146                             help="Month of fundraising"/>
 147                         <filter string="Year" icon="terp-go-year"
 148                             domain="[]" context="{'group_by':'name'}" />
 149                     </group>
 150                 </search>
 151             </field>
 152         </record>
 153
 154 <!-- Fundraising by user and section Action -->
 155
 156         <record id="action_report_crm_fundraising" model="ir.actions.act_window">
 157             <field name="name">Fundraising Analysis</field>
 158             <field name="res_model">crm.fundraising.report</field>
 159             <field name="view_type">form</field>
 160             <field name="view_mode">tree,graph</field>
 161             <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 162             <field name="view_id" ref="view_report_crm_fundraising_tree"/>
 163             <field name="search_view_id" ref="view_report_crm_fundraising_filter"/>
 164             <field name="help">Have a general overview of all fund raising activities by sorting them with specific criteria such as the estimated revenue, average success probability and delay to close.</field>
 165         </record>
 166
 167         <record model="ir.actions.act_window.view" id="action_report_crm_fundrising_tree">
 168             <field name="sequence" eval="1"/>
 169             <field name="view_mode">tree</field>
 170             <field name="view_id" ref="view_report_crm_fundraising_tree"/>
 171             <field name="act_window_id" ref="action_report_crm_fundraising"/>
 172         </record>
 173
 174         <record model="ir.actions.act_window.view" id="action_report_crm_fundrising_graph">
 175             <field name="sequence" eval="2"/>
 176             <field name="view_mode">graph</field>
 177             <field name="view_id" ref="view_report_crm_fundraising_graph"/>
 178             <field name="act_window_id" ref="action_report_crm_fundraising"/>
 179         </record>
 180
 181         <menuitem name="Fundraising Analysis"
 182             action="action_report_crm_fundraising"
 183             groups="base.group_sale_salesman"
 184             id="menu_report_crm_fundraising_tree" parent="base.next_id_64" sequence="30"/>
 185
 186     </data>
 187 </openerp>