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="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 id="view_crm_case_user_form" model="ir.ui.view">
  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 id="view_crm_case_user_graph" model="ir.ui.view">
  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 orientation="horizontal" string="Cases by User and Section" type="bar">
  49                     <field name="state"/>
  50                     <field name="nbr" operator="+"/>
  51                     <field group="True" name="user_id"/>
  52                 </graph>
  53             </field>
  54         </record>
  55
  56
  57         <record id="action_report_crm_case_user_tree_month" model="ir.actions.act_window">
  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 id="next_id_64" name="Reporting" parent="crm.menu_crm" sequence="50"/>
  66
  67         <menuitem id="crm.next_id_52" name="All Cases" parent="next_id_64" sequence="0"/>
  68
  69         <menuitem id="next_id_65" name="This Month" parent="next_id_64"/><menuitem action="action_report_crm_case_user_tree_month" id="menu_crm_case_user_tree_month" parent="next_id_65"/>
  70
  71         <record id="action_report_crm_case_user_tree" model="ir.actions.act_window">
  72             <field name="name">Cases by User and Section</field>
  73             <field name="res_model">report.crm.case.user</field>
  74             <field name="view_type">form</field>
  75             <field name="view_mode">tree</field>
  76         </record>
  77         <menuitem id="next_id_66" name="All Months" parent="report_crm.next_id_64"/><menuitem action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree" parent="next_id_66"/>
  78
  79         <record id="action_report_crm_case_user_tree_month_my" model="ir.actions.act_window">
  80             <field name="name">My cases by section (this month)</field>
  81             <field name="res_model">report.crm.case.user</field>
  82             <field name="view_type">form</field>
  83             <field name="view_mode">tree</field>
  84             <field name="domain">[('user_id','=',uid),('name','=',time.strftime('%Y-%m-01'))]</field>
  85         </record>
  86         <menuitem action="action_report_crm_case_user_tree_month_my" id="menu_crm_case_user_tree_month_my" parent="report_crm.next_id_65"/>
  87
  88         <record id="action_report_crm_case_user_tree_my" model="ir.actions.act_window">
  89             <field name="name">My cases by section</field>
  90             <field name="res_model">report.crm.case.user</field>
  91             <field name="view_type">form</field>
  92             <field name="view_mode">tree</field>
  93             <field name="domain">[('user_id','=',uid)]</field>
  94         </record>
  95         <menuitem action="action_report_crm_case_user_tree_my" id="menu_crm_case_user_tree_my" parent="report_crm.next_id_66"/>
  96
  97         <!-- # Cases by section and categoryof case -->
  98
  99         <record id="view_crm_case_categ_tree" model="ir.ui.view">
 100             <field name="name">report.crm.case.categ.tree</field>
 101             <field name="model">report.crm.case.categ</field>
 102             <field name="type">tree</field>
 103             <field name="arch" type="xml">
 104                 <tree string="Cases by User and Section">
 105                     <field name="name"/>
 106                     <field name="categ_id"/>
 107                     <field name="section_id"/>
 108                     <field name="nbr"/>
 109                     <field name="delay_close"/>
 110                     <field name="amount_revenue"/>
 111                     <field name="amount_costs"/>
 112                     <field name="amount_revenue_prob"/>
 113                     <field name="probability"/>
 114                     <field name="state"/>
 115                 </tree>
 116             </field>
 117         </record>
 118         <record id="view_crm_case_categ_form" model="ir.ui.view">
 119             <field name="name">report.crm.case.categ.form</field>
 120             <field name="model">report.crm.case.categ</field>
 121             <field name="type">form</field>
 122             <field name="arch" type="xml">
 123                 <form string="Cases by User and Section">
 124                     <field name="name" select="1"/>
 125                     <field name="categ_id" select="1"/>
 126                     <field name="section_id" select="1"/>
 127                     <field name="nbr" select="1"/>
 128                     <field name="state" select="1"/>
 129                 </form>
 130             </field>
 131         </record>
 132
 133
 134         <record id="action_report_crm_case_categ_tree_month" model="ir.actions.act_window">
 135             <field name="name">Cases by categories and section (this month)</field>
 136             <field name="res_model">report.crm.case.categ</field>
 137             <field name="view_type">form</field>
 138             <field name="view_mode">tree</field>
 139             <field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
 140         </record>
 141         <menuitem action="action_report_crm_case_categ_tree_month" id="menu_crm_case_categ_tree_month" parent="report_crm.next_id_65"/>
 142         <record id="action_report_crm_case_categ_tree" model="ir.actions.act_window">
 143             <field name="name">Cases by Categories and Section</field>
 144             <field name="res_model">report.crm.case.categ</field>
 145             <field name="view_type">form</field>
 146             <field name="view_mode">tree</field>
 147         </record>
 148         <menuitem action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree" parent="report_crm.next_id_66"/>
 149
 150         <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"/>
 151
 152         <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"/>
 153
 154         <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"/>
 155
 156         <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"/>
 157
 158
 159         <!-- Cases by Section  -->
 160
 161         <record id="view_report_crm_case_section_tree" model="ir.ui.view">
 162             <field name="name">report.crm.case.section.tree</field>
 163             <field name="model">report.crm.case.section</field>
 164             <field name="type">tree</field>
 165             <field name="arch" type="xml">
 166                 <tree string="Cases by Section">
 167                     <field name="name" select="1"/>
 168                     <field name="section_id" select="1"/>
 169                     <field name="nbr_cases" select="1"/>
 170                     <field name="avg_answers"/>
 171                     <field name="perc_done" select="2"/>
 172                     <field name="perc_cancel" select="2"/>
 173                     <field name="delay_close"/>
 174                 </tree>
 175             </field>
 176         </record>
 177
 178         <record id="view_report_crm_case_section_graph" model="ir.ui.view">
 179             <field name="name">report.crm.case.section.graph</field>
 180             <field name="model">report.crm.case.section</field>
 181             <field name="type">graph</field>
 182             <field name="arch" type="xml">
 183                 <graph orientation="horizontal" string="Cases by Section" type="bar">
 184                     <field name="name"/>
 185                     <field name="nbr_cases" operator="+"/>
 186                 </graph>
 187             </field>
 188         </record>
 189
 190         <record id="action_report_crm_case_section_tree" model="ir.actions.act_window">
 191             <field name="name">Cases by Section</field>
 192             <field name="res_model">report.crm.case.section</field>
 193             <field name="view_type">form</field>
 194             <field name="view_mode">tree,graph</field>
 195         </record>
 196
 197         <!-- Closed & Open CRM Case view for Random Activities dashboard  -->
 198
 199         <record id="board_view_crm_case_open_dashboard_tree" model="ir.ui.view">
 200             <field name="name">report.crm.case.service.dashboard.tree</field>
 201             <field name="model">report.crm.case.service.dashboard</field>
 202             <field name="type">tree</field>
 203             <field name="arch" type="xml">
 204                 <tree string="CRM Cases">
 205                         <field name="create_date" select="1"/>
 206                     <field name="date" select="1"/>
 207                     <field name="date_deadline"/>
 208                     <field name="name" select="1"/>
 209                     <field name="partner_id" select="2"/>
 210                     <field name="user_id" select="2"/>
 211                     <field name="priority"/>
 212                     <field name="planned_revenue" sum="Planned revenue"/>
 213                     <field name="planned_cost" sum="Planned costs"/>
 214                     <field name="state" />
 215                 </tree>
 216             </field>
 217         </record>
 218
 219         <record id="board_view_crm_case_done_dashboard_tree" model="ir.ui.view">
 220             <field name="name">report.crm.case.service.dashboard.tree</field>
 221             <field name="model">report.crm.case.service.dashboard</field>
 222             <field name="type">tree</field>
 223             <field name="arch" type="xml">
 224                 <tree string="CRM Cases">
 225                         <field name="date_closed" select="1"/>
 226                     <field name="date"/>
 227                     <field name="date_deadline"/>
 228                     <field name="name"/>
 229                     <field name="partner_id" select="2"/>
 230                     <field name="user_id" select="2"/>
 231                     <field name="priority"/>
 232                     <field name="planned_revenue" sum="Planned revenue"/>
 233                     <field name="planned_cost" sum="Planned costs"/>
 234                     <field name="state" />
 235                 </tree>
 236             </field>
 237         </record>
 238
 239         <record id="action_view_closed_crm_case_dashboard" model="ir.actions.act_window">
 240                 <field name="name">Closed CRM Cases Within Past 15 Days</field>
 241                 <field name="res_model">report.crm.case.service.dashboard</field>
 242                 <field name="view_type">form</field>
 243                 <field name="view_mode">tree,form</field>
 244                 <field name="view_id" ref="board_view_crm_case_done_dashboard_tree"/>
 245                 <field name="domain">[('state','=','done')]</field>
 246         </record>
 247
 248         <record id="action_view_open_crm_case_dashboard" model="ir.actions.act_window">
 249                 <field name="name">Open CRM Cases Within Past 15 Days</field>
 250                 <field name="res_model">report.crm.case.service.dashboard</field>
 251                 <field name="view_type">form</field>
 252                 <field name="view_mode">tree,form</field>
 253                 <field name="view_id" ref="board_view_crm_case_open_dashboard_tree"/>
 254                 <field name="domain">[('state','=','open')]</field>
 255         </record>
 256
 257     </data>
 258 </openerp>