<?xml version="1.0" encoding="utf-8"?>
<openerp>
- <data>
+ <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>
+ <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">
+ <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="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">
</field>
</record>
- <record id="view_crm_case_user_filter" model="ir.ui.view">
- <field name="name">report.crm.case.user.select</field>
- <field name="model">report.crm.case.user</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">
- <search string="Search Cases by User">
- <group col="12" colspan="4">
+ <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.localtime()[1])]"/>
+ <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="section_id" select="1"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
- </search>
- </field>
- </record>
-
- <menuitem id="crm.next_id_64" name="Reporting" parent="base.menu_base_partner" sequence="8"/>
- <menuitem id="crm.next_id_52" name="Cases" parent="crm.next_id_64" sequence="0"/>
-
- <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,graph</field>
- <field name="search_view_id" ref="view_crm_case_user_filter"/>
- </record>
- <menuitem action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree" parent="crm.next_id_52"/>
-
- <!-- # 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="section_id" select="1"/>
- <field name="month"/>
- <field name="nbr"/>
- <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>
- <field name="arch" type="xml">
- <form string="Cases by User and Section">
- <field name="name" select="1"/>
- <field name="section_id" select="1"/>
- <field name="month" select="1"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </form>
- </field>
- </record>
-
- <record id="view_crm_case_categ_filter" model="ir.ui.view">
- <field name="name">report.crm.case.categ.select</field>
- <field name="model">report.crm.case.categ</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Search Cases by categories and Sections">
- <group col="12" colspan="4">
- <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
- <filter string="This Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
- <separator orientation="vertical"/>
- <field name="name" select="1"/>
- <field name="section_id" select="1"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
+ <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>
+ <menuitem id="base.next_id_64" name="Reporting" parent="base.menu_base_partner" sequence="8"/>
+
- <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>
+ <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_categ_filter"/>
+ <field name="search_view_id" ref="view_crm_case_filter"/>
</record>
- <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.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"/>
+ <!--<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="[('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"/>
+ <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"/>
- <!-- Cases by 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"/>
- <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="month" select="1"/>
- <field name="nbr_cases" select="1"/>
- <field name="avg_answers"/>
- </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="view_report_crm_case_section_filter" model="ir.ui.view">
- <field name="name">report.crm.case.section.select</field>
- <field name="model">report.crm.case.section</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Search Cases by Section">
- <group col="4" colspan="4">
- <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
- <filter string="This Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
- <separator orientation="vertical"/>
- <field name="name" select="1"/>
- <field name="section_id" select="1"/>
- <field name="month" select="1"/>
- <field name="nbr_cases" select="1"/>
- </group>
- </search>
- </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>
- <field name="view_type">form</field>
- <field name="view_mode">tree,graph</field>
- <field name="search_view_id" ref="view_report_crm_case_section_filter"/>
- </record>
<!-- Closed & Open CRM Case view for Random Activities dashboard -->
<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="name"/>
<field name="user_id" select="2"/>
<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