addons/report_crm/report_crm_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <record id="view_crm_case_tree" model="ir.ui.view">
   6             <field name="name">report.crm.case.tree</field>
   7             <field name="model">report.crm.case</field>
   8             <field name="type">tree</field>
   9             <field name="arch" type="xml">
  10                 <tree string="Cases">
  11                     <field name="name" />
  12                     <field name="month"/>
  13                     <field name="user_id"/>
  14                                         <field name="section_id"/>
  15                     <field name="nbr"/>
  16                     <field name="state"/>
  17                 </tree>
  18             </field>
  19         </record>
  20         <record id="view_crm_case_form" model="ir.ui.view">
  21             <field name="name">report.crm.case.form</field>
  22             <field name="model">report.crm.case</field>
  23             <field name="type">form</field>
  24             <field name="arch" type="xml">
  25                 <form string="Cases">
  26                     <field name="name" select="1"/>
  27                     <field name="month" select="1"/>
  28                     <field name="user_id" select="1"/>
  29                                         <field name="section_id" select="1"/>
  30                     <field name="nbr" select="1"/>
  31                     <field name="state" select="1"/>
  32                 </form>
  33             </field>
  34         </record>
  35
  36         <record id="view_crm_case_graph" model="ir.ui.view">
  37             <field name="name">report.crm.case.graph</field>
  38             <field name="model">report.crm.case</field>
  39             <field name="type">graph</field>
  40             <field name="arch" type="xml">
  41                 <graph orientation="horizontal" string="Cases by User and Section" type="bar">
  42                     <field name="state"/>
  43                     <field name="nbr" operator="+"/>
  44                     <field group="True" name="user_id"/>
  45                 </graph>
  46             </field>
  47         </record>
  48
  49         <record id="view_crm_case_filter" model="ir.ui.view">
  50             <field name="name">report.crm.case.select</field>
  51             <field name="model">report.crm.case</field>
  52             <field name="type">search</field>
  53             <field name="arch" type="xml">
  54                 <search string="Search">
  55                   <group col="16" colspan="8">
  56                                 <filter string="My Cases" icon="terp-hr" domain="[('user_id','=',uid)]" help="My cases by section"/>
  57                                 <separator orientation="vertical"/>
  58                                 <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
  59                                                 <filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
  60                                                 <filter string="Current" icon="terp-hr" domain="[('state','=','draft')]"/>
  61                                                 <filter string="Won" icon="terp-hr" domain="[('state','=','done')]"/>
  62                                                 <filter string="Lost" icon="terp-hr" domain="[('state','=','cancel')]"/>
  63                                                 <separator orientation="vertical"/>
  64                                                 <field name="name" select="1"/>
  65                             <field name="month" select="1"/>
  66                             <field name="user_id" select="1"/>
  67                                                 <field name="section_id" select="1"/>
  68                             <field name="nbr" select="1"/>
  69                             <field name="state" select="1"/>
  70                    </group>
  71                    <newline/>
  72                   <group expand="1" string="Group By..." colspan="4" col="8">
  73                         <filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}"/>
  74                         <filter string="Section" icon="terp-sale" domain="[]" context="{'group_by':'section_id'}"/>
  75                         <filter string="State" icon="terp-sale" domain="[]" context="{'group_by':'state'}"/>
  76                         <filter string="Stage" icon="terp-sale" domain="[]" context="{'group_by':'stage_id'}"/>
  77                         <filter string="Month" icon="terp-sale" domain="[]" context="{'group_by':'month'}"/>
  78                         <filter string="Category" icon="terp-sale" domain="[]" context="{'group_by':'categ_id'}"/>
  79                    </group>
  80
  81
  82                </search>
  83             </field>
  84         </record>
  85             <menuitem id="base.next_id_64" name="Reporting" parent="base.menu_base_partner" sequence="8"/>
  86         <menuitem id="crm.next_id_52" name="Cases" parent="base.next_id_64" sequence="0"/>
  87
  88
  89         <record id="action_report_crm_case_tree" model="ir.actions.act_window">
  90             <field name="name">Cases</field>
  91             <field name="res_model">report.crm.case</field>
  92             <field name="view_type">form</field>
  93             <field name="view_mode">tree,graph</field>
  94             <field name="search_view_id" ref="view_crm_case_filter"/>
  95         </record>
  96         <!--<menuitem action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree" parent="crm.next_id_52"/>
  97 -->
  98        <!-- <menuitem action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree" parent="crm.next_id_52"/>-->
  99
 100         <act_window domain="[('user_id', '=', active_id)]" id="act_res_users_2_report_crm_case_user" name="Monthly cases" res_model="report.crm.case" src_model="res.users"/>
 101
 102         <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" src_model="crm.case.section"/>
 103
 104         <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" src_model="crm.case.section"/>
 105
 106
 107
 108
 109         <!-- Closed & Open CRM Case view for Random Activities dashboard  -->
 110
 111         <record id="board_view_crm_case_open_dashboard_tree" model="ir.ui.view">
 112             <field name="name">report.crm.case.service.dashboard.tree</field>
 113             <field name="model">report.crm.case.service.dashboard</field>
 114             <field name="type">tree</field>
 115             <field name="arch" type="xml">
 116                 <tree string="CRM Cases">
 117                         <field name="create_date" select="1"/>
 118                     <field name="date" select="1"/>
 119                     <field name="date_deadline"/>
 120                     <field name="name" select="1"/>
 121                     <field name="user_id" select="2"/>
 122                     <field name="state" />
 123                 </tree>
 124             </field>
 125         </record>
 126
 127         <record id="board_view_crm_case_done_dashboard_tree" model="ir.ui.view">
 128             <field name="name">report.crm.case.service.dashboard.tree</field>
 129             <field name="model">report.crm.case.service.dashboard</field>
 130             <field name="type">tree</field>
 131             <field name="arch" type="xml">
 132                 <tree string="CRM Cases">
 133                     <field name="date"/>
 134                     <field name="name"/>
 135                     <field name="user_id" select="2"/>
 136                     <field name="state" />
 137                 </tree>
 138             </field>
 139         </record>
 140
 141         <record id="action_view_closed_crm_case_dashboard" model="ir.actions.act_window">
 142                 <field name="name">Closed CRM Cases Within Past 15 Days</field>
 143                 <field name="res_model">report.crm.case.service.dashboard</field>
 144                 <field name="view_type">form</field>
 145                 <field name="view_mode">tree,form</field>
 146                 <field name="view_id" ref="board_view_crm_case_done_dashboard_tree"/>
 147                 <field name="domain">[('state','=','done')]</field>
 148         </record>
 149
 150         <record id="action_view_open_crm_case_dashboard" model="ir.actions.act_window">
 151                 <field name="name">Open CRM Cases Within Past 15 Days</field>
 152                 <field name="res_model">report.crm.case.service.dashboard</field>
 153                 <field name="view_type">form</field>
 154                 <field name="view_mode">tree,form</field>
 155                 <field name="view_id" ref="board_view_crm_case_open_dashboard_tree"/>
 156                 <field name="domain">[('state','=','open')]</field>
 157         </record>
 158
 159     </data>
 160 </openerp>