<?xml version="1.0" encoding="utf-8"?>
<openerp>
- <data>
-
- <!--
- Cases by user and section
- -->
-
- <record id="view_crm_case_user_tree" model="ir.ui.view">
- <field name="name">report.crm.case.user.tree</field>
- <field name="model">report.crm.case.user</field>
+ <data>
+
+ <record id="view_crm_case_tree" model="ir.ui.view">
+ <field name="name">report.crm.case.tree</field>
+ <field name="model">report.crm.case</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Cases by User and Section">
- <field name="name"/>
+ <tree string="Cases">
+ <field name="name" />
+ <field name="month"/>
<field name="user_id"/>
- <field name="section_id"/>
+ <field name="section_id"/>
<field name="nbr"/>
- <field name="delay_close"/>
- <field name="amount_revenue"/>
- <field name="amount_costs"/>
- <field name="amount_revenue_prob"/>
- <field name="probability"/>
<field name="state"/>
</tree>
</field>
</record>
- <record id="view_crm_case_user_form" model="ir.ui.view">
- <field name="name">report.crm.case.user.form</field>
- <field name="model">report.crm.case.user</field>
+ <record id="view_crm_case_form" model="ir.ui.view">
+ <field name="name">report.crm.case.form</field>
+ <field name="model">report.crm.case</field>
<field name="type">form</field>
<field name="arch" type="xml">
- <form string="Cases by User and Section">
+ <form string="Cases">
<field name="name" select="1"/>
+ <field name="month" select="1"/>
<field name="user_id" select="1"/>
- <field name="section_id" select="1"/>
+ <field name="section_id" select="1"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</form>
</field>
</record>
-
- <record id="view_crm_case_user_graph" model="ir.ui.view">
- <field name="name">report.crm.case.user.graph</field>
- <field name="model">report.crm.case.user</field>
+
+ <record id="view_crm_case_graph" model="ir.ui.view">
+ <field name="name">report.crm.case.graph</field>
+ <field name="model">report.crm.case</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Cases by User and Section" type="bar">
</graph>
</field>
</record>
-
-
- <record id="action_report_crm_case_user_tree_month" model="ir.actions.act_window">
- <field name="name">Cases by user and section (this month)</field>
- <field name="res_model">report.crm.case.user</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,graph</field>
- <field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
- </record>
-
- <menuitem id="next_id_64" name="Reporting" parent="crm.menu_crm" sequence="50"/>
-
- <menuitem id="crm.next_id_52" name="All Cases" parent="next_id_64" sequence="0"/>
- <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"/>
-
- <record id="action_report_crm_case_user_tree" model="ir.actions.act_window">
- <field name="name">Cases by User and Section</field>
- <field name="res_model">report.crm.case.user</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree</field>
- </record>
- <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"/>
-
- <record id="action_report_crm_case_user_tree_month_my" model="ir.actions.act_window">
- <field name="name">My cases by section (this month)</field>
- <field name="res_model">report.crm.case.user</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree</field>
- <field name="domain">[('user_id','=',uid),('name','=',time.strftime('%Y-%m-01'))]</field>
- </record>
- <menuitem action="action_report_crm_case_user_tree_month_my" id="menu_crm_case_user_tree_month_my" parent="report_crm.next_id_65"/>
-
- <record id="action_report_crm_case_user_tree_my" model="ir.actions.act_window">
- <field name="name">My cases by section</field>
- <field name="res_model">report.crm.case.user</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree</field>
- <field name="domain">[('user_id','=',uid)]</field>
- </record>
- <menuitem action="action_report_crm_case_user_tree_my" id="menu_crm_case_user_tree_my" parent="report_crm.next_id_66"/>
-
- <!-- # Cases by section and categoryof case -->
-
- <record id="view_crm_case_categ_tree" model="ir.ui.view">
- <field name="name">report.crm.case.categ.tree</field>
- <field name="model">report.crm.case.categ</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Cases by User and Section">
- <field name="name"/>
- <field name="categ_id"/>
- <field name="section_id"/>
- <field name="nbr"/>
- <field name="delay_close"/>
- <field name="amount_revenue"/>
- <field name="amount_costs"/>
- <field name="amount_revenue_prob"/>
- <field name="probability"/>
- <field name="state"/>
- </tree>
- </field>
- </record>
- <record id="view_crm_case_categ_form" model="ir.ui.view">
- <field name="name">report.crm.case.categ.form</field>
- <field name="model">report.crm.case.categ</field>
- <field name="type">form</field>
+ <record id="view_crm_case_filter" model="ir.ui.view">
+ <field name="name">report.crm.case.select</field>
+ <field name="model">report.crm.case</field>
+ <field name="type">search</field>
<field name="arch" type="xml">
- <form string="Cases by User and Section">
- <field name="name" select="1"/>
- <field name="categ_id" select="1"/>
- <field name="section_id" select="1"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </form>
+ <search string="Search">
+ <group col="16" colspan="8">
+ <filter string="My Cases" icon="terp-hr" domain="[('user_id','=',uid)]" help="My cases by section"/>
+ <separator orientation="vertical"/>
+ <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
+ <filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
+ <filter string="Current" icon="terp-hr" domain="[('state','=','draft')]"/>
+ <filter string="Won" icon="terp-hr" domain="[('state','=','done')]"/>
+ <filter string="Lost" icon="terp-hr" domain="[('state','=','cancel')]"/>
+ <separator orientation="vertical"/>
+ <field name="name" select="1"/>
+ <field name="month" select="1"/>
+ <field name="user_id" select="1"/>
+ <field name="section_id" select="1"/>
+ <field name="nbr" select="1"/>
+ <field name="state" select="1"/>
+ </group>
+ <newline/>
+ <group expand="1" string="Group By..." colspan="4" col="8">
+ <filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}"/>
+ <filter string="Section" icon="terp-sale" domain="[]" context="{'group_by':'section_id'}"/>
+ <filter string="State" icon="terp-sale" domain="[]" context="{'group_by':'state'}"/>
+ <filter string="Stage" icon="terp-sale" domain="[]" context="{'group_by':'stage_id'}"/>
+ <filter string="Month" icon="terp-sale" domain="[]" context="{'group_by':'month'}"/>
+ <filter string="Category" icon="terp-sale" domain="[]" context="{'group_by':'categ_id'}"/>
+ </group>
+
+
+ </search>
</field>
</record>
-
-
- <record id="action_report_crm_case_categ_tree_month" model="ir.actions.act_window">
- <field name="name">Cases by categories and section (this month)</field>
- <field name="res_model">report.crm.case.categ</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree</field>
- <field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
- </record>
- <menuitem action="action_report_crm_case_categ_tree_month" id="menu_crm_case_categ_tree_month" parent="report_crm.next_id_65"/>
- <record id="action_report_crm_case_categ_tree" model="ir.actions.act_window">
- <field name="name">Cases by Categories and Section</field>
- <field name="res_model">report.crm.case.categ</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree</field>
- </record>
- <menuitem action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree" parent="report_crm.next_id_66"/>
-
- <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"/>
-
- <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"/>
-
- <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"/>
-
- <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"/>
-
-
- <!-- Cases by Section -->
-
- <record id="view_report_crm_case_section_tree" model="ir.ui.view">
- <field name="name">report.crm.case.section.tree</field>
- <field name="model">report.crm.case.section</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Cases by Section">
- <field name="name" select="1"/>
- <field name="section_id" select="1"/>
- <field name="nbr_cases" select="1"/>
- <field name="avg_answers"/>
- <field name="perc_done" select="2"/>
- <field name="perc_cancel" select="2"/>
- <field name="delay_close"/>
- </tree>
- </field>
- </record>
-
- <record id="view_report_crm_case_section_graph" model="ir.ui.view">
- <field name="name">report.crm.case.section.graph</field>
- <field name="model">report.crm.case.section</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph orientation="horizontal" string="Cases by Section" type="bar">
- <field name="name"/>
- <field name="nbr_cases" operator="+"/>
- </graph>
- </field>
- </record>
-
- <record id="action_report_crm_case_section_tree" model="ir.actions.act_window">
- <field name="name">Cases by Section</field>
- <field name="res_model">report.crm.case.section</field>
+ <menuitem id="base.next_id_64" name="Reporting" parent="base.menu_base_partner" sequence="8"/>
+
+
+ <record id="action_report_crm_case_tree" model="ir.actions.act_window">
+ <field name="name">Cases</field>
+ <field name="res_model">report.crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
+ <field name="search_view_id" ref="view_crm_case_filter"/>
</record>
+ <!--<menuitem action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree" parent="crm.next_id_52"/>
+-->
+ <!-- <menuitem action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree" parent="crm.next_id_52"/>-->
+
+ <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"/>
+
+ <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"/>
+
+ <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"/>
+
- <!-- Closed & Open CRM Case view for Random Acitivities dashboard -->
-
+
+
+ <!-- Closed & Open CRM Case view for Random Activities dashboard -->
+
<record id="board_view_crm_case_open_dashboard_tree" model="ir.ui.view">
<field name="name">report.crm.case.service.dashboard.tree</field>
<field name="model">report.crm.case.service.dashboard</field>
<field name="date" select="1"/>
<field name="date_deadline"/>
<field name="name" select="1"/>
- <field name="partner_id" select="2"/>
<field name="user_id" select="2"/>
- <field name="priority"/>
- <field name="planned_revenue" sum="Planned revenue"/>
- <field name="planned_cost" sum="Planned costs"/>
<field name="state" />
</tree>
</field>
</record>
-
+
<record id="board_view_crm_case_done_dashboard_tree" model="ir.ui.view">
<field name="name">report.crm.case.service.dashboard.tree</field>
<field name="model">report.crm.case.service.dashboard</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="CRM Cases">
- <field name="date_closed" select="1"/>
<field name="date"/>
- <field name="date_deadline"/>
<field name="name"/>
- <field name="partner_id" select="2"/>
<field name="user_id" select="2"/>
- <field name="priority"/>
- <field name="planned_revenue" sum="Planned revenue"/>
- <field name="planned_cost" sum="Planned costs"/>
<field name="state" />
</tree>
</field>
- </record>
-
+ </record>
+
<record id="action_view_closed_crm_case_dashboard" model="ir.actions.act_window">
- <field name="name">Closed CRM Cases Wtihin Past 15 Days</field>
+ <field name="name">Closed CRM Cases Within Past 15 Days</field>
<field name="res_model">report.crm.case.service.dashboard</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="board_view_crm_case_done_dashboard_tree"/>
<field name="domain">[('state','=','done')]</field>
</record>
-
+
<record id="action_view_open_crm_case_dashboard" model="ir.actions.act_window">
- <field name="name">Open CRM Cases Wtihin Past 15 Days</field>
+ <field name="name">Open CRM Cases Within Past 15 Days</field>
<field name="res_model">report.crm.case.service.dashboard</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="board_view_crm_case_open_dashboard_tree"/>
<field name="domain">[('state','=','open')]</field>
</record>
-
+
</data>
</openerp>
projects / odoo / odoo.git / blobdiff