addons/report_crm/report_crm_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6         Cases by user and section
   7         -->
   8
   9         <record id="view_crm_case_user_tree" model="ir.ui.view">
  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="month"/>
  17                     <field name="user_id"/>
  18                     <field name="section_id"/>
  19                     <field name="nbr"/>
  20                     <field name="delay_close"/>
  21                     <field name="amount_revenue"/>
  22                     <field name="amount_costs"/>
  23                     <field name="amount_revenue_prob"/>
  24                     <field name="probability"/>
  25                     <field name="state"/>
  26                 </tree>
  27             </field>
  28         </record>
  29         <record id="view_crm_case_user_form" model="ir.ui.view">
  30             <field name="name">report.crm.case.user.form</field>
  31             <field name="model">report.crm.case.user</field>
  32             <field name="type">form</field>
  33             <field name="arch" type="xml">
  34                 <form string="Cases by User and Section">
  35                     <field name="name" select="1"/>
  36                     <field name="month" select="1"/>
  37                     <field name="user_id" select="1"/>
  38                     <field name="section_id" select="1" widget="selection"/>
  39                     <field name="nbr" select="1"/>
  40                     <field name="state" select="1"/>
  41                 </form>
  42             </field>
  43         </record>
  44
  45         <record id="view_crm_case_user_graph" model="ir.ui.view">
  46             <field name="name">report.crm.case.user.graph</field>
  47             <field name="model">report.crm.case.user</field>
  48             <field name="type">graph</field>
  49             <field name="arch" type="xml">
  50                 <graph orientation="horizontal" string="Cases by User and Section" type="bar">
  51                     <field name="state"/>
  52                     <field name="nbr" operator="+"/>
  53                     <field group="True" name="user_id"/>
  54                 </graph>
  55             </field>
  56         </record>
  57
  58         <record id="view_crm_case_user_filter" model="ir.ui.view">
  59             <field name="name">report.crm.case.user.select</field>
  60             <field name="model">report.crm.case.user</field>
  61             <field name="type">search</field>
  62             <field name="arch" type="xml">
  63                 <search string="Search Cases by User">
  64                    <group col='12' colspan='4'>
  65                                 <filter string="Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
  66                         <separator orientation="vertical"/>
  67                                                 <filter string="Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
  68                                                 <separator orientation="vertical"/>
  69                                                 <field name="name" select="1"/>
  70                             <field name="month" select="1"/>
  71                             <field name="user_id" select="1"/>
  72                             <field name="section_id" select="1" widget="selection"/>
  73                             <field name="nbr" select="1"/>
  74                             <field name="state" select="1"/>
  75                    </group>
  76                </search>
  77             </field>
  78         </record>
  79
  80         <menuitem id="next_id_64" name="Reporting" parent="crm.menu_crm" sequence="50"/>
  81         <menuitem id="crm.next_id_52" name="All Cases" parent="next_id_64" sequence="0"/>
  82
  83         <record id="action_report_crm_case_user_tree" model="ir.actions.act_window">
  84             <field name="name">Cases by User and Section</field>
  85             <field name="res_model">report.crm.case.user</field>
  86             <field name="view_type">form</field>
  87             <field name="view_mode">tree,graph</field>
  88             <field name="search_view_id" ref="view_crm_case_user_filter"/>
  89         </record>
  90         <menuitem action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree" parent="next_id_64"/>
  91
  92         <record id="action_report_crm_case_user_tree_my" model="ir.actions.act_window">
  93             <field name="name">My cases by section</field>
  94             <field name="res_model">report.crm.case.user</field>
  95             <field name="view_type">form</field>
  96             <field name="view_mode">tree,graph</field>
  97             <field name="domain">[('user_id','=',uid)]</field>
  98             <field name="search_view_id" ref="view_crm_case_user_filter"/>
  99         </record>
 100         <menuitem action="action_report_crm_case_user_tree_my" id="menu_crm_case_user_tree_my" parent="report_crm.next_id_64"/>
 101
 102         <!-- # Cases by section and categoryof case -->
 103
 104         <record id="view_crm_case_categ_tree" model="ir.ui.view">
 105             <field name="name">report.crm.case.categ.tree</field>
 106             <field name="model">report.crm.case.categ</field>
 107             <field name="type">tree</field>
 108             <field name="arch" type="xml">
 109                 <tree string="Cases by User and Section">
 110                     <field name="name"/>
 111                     <field name="month"/>
 112                     <field name="categ_id"/>
 113                     <field name="section_id"/>
 114                     <field name="nbr"/>
 115                     <field name="delay_close"/>
 116                     <field name="amount_revenue"/>
 117                     <field name="amount_costs"/>
 118                     <field name="amount_revenue_prob"/>
 119                     <field name="probability"/>
 120                     <field name="state"/>
 121                 </tree>
 122             </field>
 123         </record>
 124         <record id="view_crm_case_categ_form" model="ir.ui.view">
 125             <field name="name">report.crm.case.categ.form</field>
 126             <field name="model">report.crm.case.categ</field>
 127             <field name="type">form</field>
 128             <field name="arch" type="xml">
 129                 <form string="Cases by User and Section">
 130                     <field name="name" select="1"/>
 131                     <field name="month" select="1"/>
 132                     <field name="categ_id" select="1"/>
 133                     <field name="section_id" select="1" widget="selection"/>
 134                     <field name="nbr" select="1"/>
 135                     <field name="state" select="1"/>
 136                 </form>
 137             </field>
 138         </record>
 139
 140                 <record id="view_crm_case_categ_filter" model="ir.ui.view">
 141             <field name="name">report.crm.case.categ.select</field>
 142             <field name="model">report.crm.case.categ</field>
 143             <field name="type">search</field>
 144             <field name="arch" type="xml">
 145                 <search string="Search Cases by categories and Sections">
 146                    <group col='12' colspan='4'>
 147                                 <filter string="Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
 148                         <separator orientation="vertical"/>
 149                                                 <filter string="Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
 150                                                 <separator orientation="vertical"/>
 151                                                 <field name="name" select="1"/>
 152                             <field name="month" select="1"/>
 153                             <field name="categ_id" select="1"/>
 154                             <field name="section_id" select="1" widget="selection"/>
 155                             <field name="nbr" select="1"/>
 156                             <field name="state" select="1"/>
 157                    </group>
 158                </search>
 159             </field>
 160         </record>
 161
 162         <record id="action_report_crm_case_categ_tree" model="ir.actions.act_window">
 163             <field name="name">Cases by Categories and Section</field>
 164             <field name="res_model">report.crm.case.categ</field>
 165             <field name="view_type">form</field>
 166             <field name="view_mode">tree,graph</field>
 167             <field name="search_view_id" ref="view_crm_case_categ_filter"/>
 168         </record>
 169         <menuitem action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree" parent="report_crm.next_id_64"/>
 170
 171         <act_window domain="[('user_id', '=', active_id)]" id="act_res_users_2_report_crm_case_user" name="Monthly cases" res_model="report.crm.case.user" src_model="res.users"/>
 172
 173         <act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_user" name="Monthly cases by user" res_model="report.crm.case.user" src_model="crm.case.section"/>
 174
 175         <act_window domain="[('categ_id', '=', active_id)]" id="act_crm_case_categ_2_report_crm_case_categ" name="Monthly cases" res_model="report.crm.case.categ" src_model="crm.case.categ"/>
 176
 177         <act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_categ" name="Monthly cases by section" res_model="report.crm.case.categ" src_model="crm.case.section"/>
 178
 179
 180         <!-- Cases by Section  -->
 181
 182         <record id="view_report_crm_case_section_tree" model="ir.ui.view">
 183             <field name="name">report.crm.case.section.tree</field>
 184             <field name="model">report.crm.case.section</field>
 185             <field name="type">tree</field>
 186             <field name="arch" type="xml">
 187                 <tree string="Cases by Section">
 188                     <field name="name" select="1"/>
 189                     <field name="month" select="1"/>
 190                     <field name="section_id" select="1"/>
 191                     <field name="nbr_cases" select="1"/>
 192                     <field name="avg_answers"/>
 193                     <field name="perc_done" select="2"/>
 194                     <field name="perc_cancel" select="2"/>
 195                     <field name="delay_close"/>
 196                 </tree>
 197             </field>
 198         </record>
 199
 200         <record id="view_report_crm_case_section_graph" model="ir.ui.view">
 201             <field name="name">report.crm.case.section.graph</field>
 202             <field name="model">report.crm.case.section</field>
 203             <field name="type">graph</field>
 204             <field name="arch" type="xml">
 205                 <graph orientation="horizontal" string="Cases by Section" type="bar">
 206                     <field name="name"/>
 207                     <field name="nbr_cases" operator="+"/>
 208                 </graph>
 209             </field>
 210         </record>
 211
 212                 <record id="view_report_crm_case_section_filter" model="ir.ui.view">
 213             <field name="name">report.crm.case.section.select</field>
 214             <field name="model">report.crm.case.section</field>
 215             <field name="type">search</field>
 216             <field name="arch" type="xml">
 217                 <search string="Search Cases by Section">
 218                    <group col='4' colspan='4'>
 219                                 <filter string="Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
 220                         <separator orientation="vertical"/>
 221                                                 <filter string="Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
 222                    </group>
 223                </search>
 224             </field>
 225         </record>
 226
 227
 228         <record id="action_report_crm_case_section_tree" model="ir.actions.act_window">
 229             <field name="name">Cases by Section</field>
 230             <field name="res_model">report.crm.case.section</field>
 231             <field name="view_type">form</field>
 232             <field name="view_mode">tree,graph</field>
 233             <field name="search_view_id" ref="view_report_crm_case_section_filter"/>
 234         </record>
 235
 236         <!-- Closed & Open CRM Case view for Random Activities dashboard  -->
 237
 238         <record id="board_view_crm_case_open_dashboard_tree" model="ir.ui.view">
 239             <field name="name">report.crm.case.service.dashboard.tree</field>
 240             <field name="model">report.crm.case.service.dashboard</field>
 241             <field name="type">tree</field>
 242             <field name="arch" type="xml">
 243                 <tree string="CRM Cases">
 244                         <field name="create_date" select="1"/>
 245                     <field name="date" select="1"/>
 246                     <field name="date_deadline"/>
 247                     <field name="name" select="1"/>
 248                     <field name="partner_id" select="2"/>
 249                     <field name="user_id" select="2"/>
 250                     <field name="priority"/>
 251                     <field name="planned_revenue" sum="Planned revenue"/>
 252                     <field name="planned_cost" sum="Planned costs"/>
 253                     <field name="state" />
 254                 </tree>
 255             </field>
 256         </record>
 257
 258         <record id="board_view_crm_case_done_dashboard_tree" model="ir.ui.view">
 259             <field name="name">report.crm.case.service.dashboard.tree</field>
 260             <field name="model">report.crm.case.service.dashboard</field>
 261             <field name="type">tree</field>
 262             <field name="arch" type="xml">
 263                 <tree string="CRM Cases">
 264                         <field name="date_closed" select="1"/>
 265                     <field name="date"/>
 266                     <field name="date_deadline"/>
 267                     <field name="name"/>
 268                     <field name="partner_id" select="2"/>
 269                     <field name="user_id" select="2"/>
 270                     <field name="priority"/>
 271                     <field name="planned_revenue" sum="Planned revenue"/>
 272                     <field name="planned_cost" sum="Planned costs"/>
 273                     <field name="state" />
 274                 </tree>
 275             </field>
 276         </record>
 277
 278         <record id="action_view_closed_crm_case_dashboard" model="ir.actions.act_window">
 279                 <field name="name">Closed CRM Cases Within Past 15 Days</field>
 280                 <field name="res_model">report.crm.case.service.dashboard</field>
 281                 <field name="view_type">form</field>
 282                 <field name="view_mode">tree,form</field>
 283                 <field name="view_id" ref="board_view_crm_case_done_dashboard_tree"/>
 284                 <field name="domain">[('state','=','done')]</field>
 285         </record>
 286
 287         <record id="action_view_open_crm_case_dashboard" model="ir.actions.act_window">
 288                 <field name="name">Open CRM Cases Within Past 15 Days</field>
 289                 <field name="res_model">report.crm.case.service.dashboard</field>
 290                 <field name="view_type">form</field>
 291                 <field name="view_mode">tree,form</field>
 292                 <field name="view_id" ref="board_view_crm_case_open_dashboard_tree"/>
 293                 <field name="domain">[('state','=','open')]</field>
 294         </record>
 295
 296     </data>
 297 </openerp>