addons/report_crm/report_crm_view.xml

   1 <?xml version="1.0"?>
   2 <terp>
   3 <data>
   4
   5         <!--
   6         Cases by user and section
   7         -->
   8
   9         <record model="ir.ui.view" id="view_crm_case_user_tree">
  10                 <field name="name">report.crm.case.user.tree</field>
  11                 <field name="model">report.crm.case.user</field>
  12                 <field name="type">tree</field>
  13                 <field name="arch" type="xml">
  14                         <tree string="Cases by User and Section">
  15                                 <field name="name"/>
  16                                 <field name="user_id"/>
  17                                 <field name="section_id"/>
  18                                 <field name="nbr"/>
  19                                 <field name="delay_close"/>
  20                                 <field name="amount_revenue"/>
  21                                 <field name="amount_costs"/>
  22                                 <field name="amount_revenue_prob"/>
  23                                 <field name="probability"/>
  24                                 <field name="state"/>
  25                         </tree>
  26                 </field>
  27         </record>
  28         <record model="ir.ui.view" id="view_crm_case_user_form">
  29                 <field name="name">report.crm.case.user.form</field>
  30                 <field name="model">report.crm.case.user</field>
  31                 <field name="type">form</field>
  32                 <field name="arch" type="xml">
  33                         <form string="Cases by User and Section">
  34                                 <field name="name" select="1"/>
  35                                 <field name="user_id" select="1"/>
  36                                 <field name="section_id" select="1"/>
  37                                 <field name="nbr" select="1"/>
  38                                 <field name="state" select="1"/>
  39                         </form>
  40                 </field>
  41         </record>
  42
  43         <record model="ir.ui.view" id="view_crm_case_user_graph">
  44                 <field name="name">report.crm.case.user.graph</field>
  45                 <field name="model">report.crm.case.user</field>
  46                 <field name="type">graph</field>
  47                 <field name="arch" type="xml">
  48                         <graph string="Cases by User and Section" type="bar" orientation="horizontal">
  49                                 <field name="state"/>
  50                                 <field name="nbr" operator="+"/>
  51                                 <field name="user_id" group="True"/>
  52                         </graph>
  53                 </field>
  54         </record>
  55
  56
  57         <record model="ir.actions.act_window" id="action_report_crm_case_user_tree_month">
  58                 <field name="name">Cases by user and section (this month)</field>
  59                 <field name="res_model">report.crm.case.user</field>
  60                 <field name="view_type">form</field>
  61                 <field name="view_mode">tree,graph</field>
  62                 <field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
  63         </record>
  64
  65         <menuitem name="CRM &amp; SRM/Reporting/This Month/Cases by User and Section" action="action_report_crm_case_user_tree_month" id="menu_crm_case_user_tree_month"/>
  66
  67         <record model="ir.actions.act_window" id="action_report_crm_case_user_tree">
  68                 <field name="name">Cases by User and Section</field>
  69                 <field name="res_model">report.crm.case.user</field>
  70                 <field name="view_type">form</field>
  71                 <field name="view_mode">tree</field>
  72         </record>
  73         <menuitem name="CRM &amp; SRM/Reporting/All Months/Cases by User and Section" action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree"/>
  74
  75         <record model="ir.actions.act_window" id="action_report_crm_case_user_tree_month_my">
  76                 <field name="name">My cases by section (this month)</field>
  77                 <field name="res_model">report.crm.case.user</field>
  78                 <field name="view_type">form</field>
  79                 <field name="view_mode">tree</field>
  80                 <field name="domain">[('user_id','=',uid),('name','=',time.strftime('%Y-%m-01'))]</field>
  81         </record>
  82         <menuitem name="CRM &amp; SRM/Reporting/This Month/My Cases by Section" action="action_report_crm_case_user_tree_month_my" id="menu_crm_case_user_tree_month_my"/>
  83
  84         <record model="ir.actions.act_window" id="action_report_crm_case_user_tree_my">
  85                 <field name="name">My cases by section</field>
  86                 <field name="res_model">report.crm.case.user</field>
  87                 <field name="view_type">form</field>
  88                 <field name="view_mode">tree</field>
  89                 <field name="domain">[('user_id','=',uid)]</field>
  90         </record>
  91         <menuitem name="CRM &amp; SRM/Reporting/All Months/My Cases by Section" action="action_report_crm_case_user_tree_my" id="menu_crm_case_user_tree_my"/>
  92
  93         #
  94         # Cases by section and categoryof case
  95         #
  96
  97         <record model="ir.ui.view" id="view_crm_case_categ_tree">
  98                 <field name="name">report.crm.case.categ.tree</field>
  99                 <field name="model">report.crm.case.categ</field>
 100                 <field name="type">tree</field>
 101                 <field name="arch" type="xml">
 102                         <tree string="Cases by User and Section">
 103                                 <field name="name"/>
 104                                 <field name="categ_id"/>
 105                                 <field name="section_id"/>
 106                                 <field name="nbr"/>
 107                                 <field name="delay_close"/>
 108                                 <field name="amount_revenue"/>
 109                                 <field name="amount_costs"/>
 110                                 <field name="amount_revenue_prob"/>
 111                                 <field name="probability"/>
 112                                 <field name="state"/>
 113                         </tree>
 114                 </field>
 115         </record>
 116         <record model="ir.ui.view" id="view_crm_case_categ_form">
 117                 <field name="name">report.crm.case.categ.form</field>
 118                 <field name="model">report.crm.case.categ</field>
 119                 <field name="type">form</field>
 120                 <field name="arch" type="xml">
 121                         <form string="Cases by User and Section">
 122                                 <field name="name" select="1"/>
 123                                 <field name="categ_id" select="1"/>
 124                                 <field name="section_id" select="1"/>
 125                                 <field name="nbr" select="1"/>
 126                                 <field name="state" select="1"/>
 127                         </form>
 128                 </field>
 129         </record>
 130
 131
 132         <record model="ir.actions.act_window" id="action_report_crm_case_categ_tree_month">
 133                 <field name="name">Cases by categories and section (this month)</field>
 134                 <field name="res_model">report.crm.case.categ</field>
 135                 <field name="view_type">form</field>
 136                 <field name="view_mode">tree</field>
 137                 <field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
 138         </record>
 139         <menuitem name="CRM &amp; SRM/Reporting/This Month/Cases by Categories and Section" action="action_report_crm_case_categ_tree_month" id="menu_crm_case_categ_tree_month"/>
 140         <record model="ir.actions.act_window" id="action_report_crm_case_categ_tree">
 141                 <field name="name">Cases by Categories and Section</field>
 142                 <field name="res_model">report.crm.case.categ</field>
 143                 <field name="view_type">form</field>
 144                 <field name="view_mode">tree</field>
 145         </record>
 146         <menuitem name="CRM &amp; SRM/Reporting/All Months/Cases by Categories and Section" action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree"/>
 147
 148         <act_window name="Monthly cases"
 149                 domain="[('user_id', '=', active_id)]"
 150                 res_model="report.crm.case.user"
 151                 src_model="res.users"
 152                 id="act_res_users_2_report_crm_case_user"/>
 153
 154         <act_window name="Monthly cases by user"
 155                 domain="[('section_id', '=', active_id)]"
 156                 res_model="report.crm.case.user"
 157                 src_model="crm.case.section"
 158                 id="act_crm_case_section_2_report_crm_case_user"/>
 159
 160         <act_window name="Monthly cases"
 161                 domain="[('crm.case.categ', '=', active_id)]"
 162                 res_model="report.crm.case.categ"
 163                 src_model="crm.case.categ"
 164                 id="act_crm_case_categ_2_report_crm_case_categ"/>
 165
 166         <act_window name="Monthly cases by section"
 167                 domain="[('section_id', '=', active_id)]"
 168                 res_model="report.crm.case.categ"
 169                 src_model="crm.case.section"
 170                 id="act_crm_case_section_2_report_crm_case_categ"/>
 171
 172         </data>
 173 </terp>