218 lines
9.0 KiB
XML
218 lines
9.0 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- CRM Case Report Tree View -->
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<record id="view_crm_case_tree" model="ir.ui.view">
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<field name="name">crm.case.report.tree</field>
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<field name="model">crm.case.report</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Cases">
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<field name="name" />
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<field name="month"/>
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<field name="user_id"/>
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<field name="company_id"/>
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<field name="section_id"/>
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<field name="nbr"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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<!-- CRM Case Report Form View -->
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<record id="view_crm_case_form" model="ir.ui.view">
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<field name="name">crm.case.report.form</field>
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<field name="model">>crm.case.report</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Cases">
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<field name="name" select="1"/>
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<field name="month" select="1"/>
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<field name="user_id" select="1"/>
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<field name="section_id" select="1"/>
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<field name="nbr" select="1"/>
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<field name="state" select="1"/>
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</form>
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</field>
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</record>
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<!-- CRM Case Report Graph View -->
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<record id="view_crm_case_graph" model="ir.ui.view">
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<field name="name">crm.case.report</field>
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<field name="model">crm.case.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="Cases by User and Section" type="bar">
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<field name="state"/>
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<field name="nbr" operator="+"/>
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<field group="True" name="user_id"/>
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</graph>
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</field>
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</record>
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<!-- CRM Case Report Search View -->
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<record id="view_crm_case_filter" model="ir.ui.view">
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<field name="name">crm.case.report.select</field>
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<field name="model">crm.case.report</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search">
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<group col="16" colspan="8">
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<filter string="This Year" icon="terp-hr"
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domain="[('name','=',time.localtime()[0])]"
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default="1" />
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<filter string="This Month" icon="terp-hr"
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domain="[('month','=',time.strftime('%%m'))]"
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default="1" />
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<separator orientation="vertical" />
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<filter string="Current" icon="terp-hr"
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domain="[('state','in',('open','draft'))]" />
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<filter string="Won" icon="terp-hr"
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domain="[('state','=','done')]" />
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<filter string="Lost" icon="terp-hr"
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domain="[('state','=','cancel')]" />
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<separator orientation="vertical" />
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<field name="section_id"
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default="context.get('section_id', False)"
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widget="selection"
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context="{'invisible_section': False}">
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<filter icon="terp-crm"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My section" />
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</field>
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<field name="company_id" widget="selection">
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<filter icon="terp-crm"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id.company_id','=',uid)]"
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help="My company"/>
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</field>
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<field name="user_id" select="1" widget="selection">
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<filter icon="terp-crm" string="My Task" domain="[('user_id','=',uid)]" />
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</field>
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</group>
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<newline/>
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<group expand="1" string="Group By..." colspan="4" col="8">
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<filter string="User" icon="terp-sale"
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domain="[]" context="{'group_by':'user_id'}"
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default="1" />
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<filter string="Company" icon="terp-sale"
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domain="[]"
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context="{'group_by':'company_id'}" />
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<filter string="Section" icon="terp-sale"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<separator orientation="vertical" />
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<filter string="State" icon="terp-sale"
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domain="[]" context="{'group_by':'state'}" />
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<filter string="Category" icon="terp-sale"
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domain="[]" context="{'group_by':'categ_id'}" />
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<separator orientation="vertical" />
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<filter string="Month" icon="terp-sale"
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domain="[]" context="{'group_by':'month'}" />
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<filter string="Year" icon="terp-sale"
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domain="[]" context="{'group_by':'name'}" />
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</group>
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</search>
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</field>
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</record>
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<menuitem id="base.next_id_64" name="Reporting" parent="base.menu_base_partner" sequence="8"/>
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<!-- CRM Case Report Action -->
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<record id="action_report_crm_case_tree" model="ir.actions.act_window">
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<field name="name">Cases</field>
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<field name="res_model">crm.case.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="search_view_id" ref="view_crm_case_filter"/>
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</record>
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<act_window domain="[('user_id', '=', active_id)]"
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id="act_res_users_2_report_crm_case_user" name="Monthly cases"
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res_model="crm.case.report" src_model="res.users" />
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<act_window domain="[('section_id', '=', active_id)]"
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id="act_crm_case_section_2_report_crm_case_user"
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name="Monthly cases by user" res_model="crm.case.report"
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src_model="crm.case.section" />
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<act_window domain="[('section_id', '=', active_id)]"
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id="act_crm_case_section_2_report_crm_case_categ"
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name="Monthly cases by section" res_model="crm.case.report"
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src_model="crm.case.section" />
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<!-- Closed & Open CRM Case view for Random Activities dashboard Tree View -->
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<record id="board_view_crm_case_open_dashboard_tree" model="ir.ui.view">
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<field name="name">report.crm.case.service.dashboard.tree</field>
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<field name="model">report.crm.case.service.dashboard</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="CRM Cases">
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<field name="create_date" select="1"/>
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<field name="date_deadline"/>
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<field name="name" select="1"/>
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<field name="user_id" select="2"/>
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<field name="state" />
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</tree>
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</field>
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</record>
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<record id="board_view_crm_case_done_dashboard_tree" model="ir.ui.view">
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<field name="name">report.crm.case.service.dashboard.tree</field>
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<field name="model">report.crm.case.service.dashboard</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="CRM Cases">
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<field name="name"/>
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<field name="user_id" select="2"/>
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<field name="state" />
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</tree>
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</field>
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</record>
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<!-- Closed & Open CRM Case view for Random Activities dashboard Action -->
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<record id="action_view_closed_crm_case_dashboard" model="ir.actions.act_window">
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<field name="name">Closed CRM Cases Within Past 15 Days</field>
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<field name="res_model">report.crm.case.service.dashboard</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="board_view_crm_case_done_dashboard_tree"/>
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<field name="domain">[('state','=','done')]</field>
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</record>
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<record id="action_view_open_crm_case_dashboard" model="ir.actions.act_window">
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<field name="name">Open CRM Cases Within Past 15 Days</field>
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<field name="res_model">report.crm.case.service.dashboard</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="board_view_crm_case_open_dashboard_tree"/>
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<field name="domain">[('state','=','open')]</field>
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</record>
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</data>
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</openerp>
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