292 lines
14 KiB
XML
292 lines
14 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!--
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Cases by user and section
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-->
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<record id="view_crm_case_user_tree" model="ir.ui.view">
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<field name="name">report.crm.case.user.tree</field>
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<field name="model">report.crm.case.user</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 by User and Section">
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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="section_id"/>
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<field name="nbr"/>
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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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="view_crm_case_user_form" model="ir.ui.view">
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<field name="name">report.crm.case.user.form</field>
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<field name="model">report.crm.case.user</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 by User and Section">
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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" widget="selection"/>
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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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<record id="view_crm_case_user_graph" model="ir.ui.view">
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<field name="name">report.crm.case.user.graph</field>
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<field name="model">report.crm.case.user</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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<record id="view_crm_case_user_filter" model="ir.ui.view">
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<field name="name">report.crm.case.user.select</field>
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<field name="model">report.crm.case.user</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 Cases by User">
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<group col="12" colspan="4">
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<filter string="My Cases" icon="terp-hr" domain="[('user_id','=',uid)]" help="My cases by section"/>
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<separator orientation="vertical"/>
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<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
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<filter string="This Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
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<separator orientation="vertical"/>
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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" widget="selection"/>
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<field name="nbr" select="1"/>
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<field name="state" select="1"/>
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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="crm.next_id_64" name="Reporting" parent="crm.menu_crm" sequence="50"/>-->
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<!-- <menuitem id="crm.next_id_52" name="All Cases" parent="crm.next_id_64" sequence="0"/>-->
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<record id="action_report_crm_case_user_tree" model="ir.actions.act_window">
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<field name="name">Cases by User and Section</field>
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<field name="res_model">report.crm.case.user</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_user_filter"/>
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</record>
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<!-- <menuitem action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree" parent="crm.next_id_64"/>-->
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<!-- # Cases by section and categoryof case -->
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<record id="view_crm_case_categ_tree" model="ir.ui.view">
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<field name="name">report.crm.case.categ.tree</field>
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<field name="model">report.crm.case.categ</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 by User and Section">
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<field name="name"/>
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<field name="month"/>
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<field name="categ_id"/>
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<field name="section_id"/>
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<field name="nbr"/>
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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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="view_crm_case_categ_form" model="ir.ui.view">
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<field name="name">report.crm.case.categ.form</field>
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<field name="model">report.crm.case.categ</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 by User and Section">
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<field name="name" select="1"/>
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<field name="month" select="1"/>
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<field name="categ_id" select="1"/>
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<field name="section_id" select="1" widget="selection"/>
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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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<record id="view_crm_case_categ_filter" model="ir.ui.view">
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<field name="name">report.crm.case.categ.select</field>
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<field name="model">report.crm.case.categ</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 Cases by categories and Sections">
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<group col="12" colspan="4">
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<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
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<filter string="This Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
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<separator orientation="vertical"/>
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<field name="name" select="1"/>
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<field name="month" select="1"/>
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<field name="categ_id" select="1"/>
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<field name="section_id" select="1" widget="selection"/>
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<field name="nbr" select="1"/>
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<field name="state" select="1"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_report_crm_case_categ_tree" model="ir.actions.act_window">
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<field name="name">Cases by Categories and Section</field>
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<field name="res_model">report.crm.case.categ</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_categ_filter"/>
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</record>
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<!-- <menuitem action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree" parent="crm.next_id_64"/>-->
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<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"/>
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<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"/>
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<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"/>
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<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"/>
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<!-- Cases by Section -->
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<record id="view_report_crm_case_section_tree" model="ir.ui.view">
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<field name="name">report.crm.case.section.tree</field>
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<field name="model">report.crm.case.section</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 by Section">
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<field name="name" select="1"/>
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<field name="month" select="1"/>
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<field name="section_id" select="1"/>
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<field name="nbr_cases" select="1"/>
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<field name="avg_answers"/>
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<field name="perc_done" select="2"/>
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<field name="perc_cancel" select="2"/>
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<field name="delay_close"/>
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</tree>
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</field>
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</record>
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<record id="view_report_crm_case_section_graph" model="ir.ui.view">
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<field name="name">report.crm.case.section.graph</field>
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<field name="model">report.crm.case.section</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 Section" type="bar">
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<field name="name"/>
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<field name="nbr_cases" operator="+"/>
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</graph>
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</field>
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</record>
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<record id="view_report_crm_case_section_filter" model="ir.ui.view">
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<field name="name">report.crm.case.section.select</field>
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<field name="model">report.crm.case.section</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 Cases by Section">
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<group col="4" colspan="4">
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<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
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<filter string="This Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
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<separator orientation="vertical"/>
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<field name="name" select="1"/>
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<field name="month" select="1"/>
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<field name="section_id" select="1"/>
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<field name="nbr_cases" select="1"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_report_crm_case_section_tree" model="ir.actions.act_window">
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<field name="name">Cases by Section</field>
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<field name="res_model">report.crm.case.section</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_report_crm_case_section_filter"/>
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</record>
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<!-- Closed & Open CRM Case view for Random Activities dashboard -->
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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" 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="partner_id" select="2"/>
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<field name="user_id" select="2"/>
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<field name="priority"/>
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<field name="planned_revenue" sum="Planned revenue"/>
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<field name="planned_cost" sum="Planned costs"/>
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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="date_closed" select="1"/>
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<field name="date"/>
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<field name="date_deadline"/>
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<field name="name"/>
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<field name="partner_id" select="2"/>
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<field name="user_id" select="2"/>
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<field name="priority"/>
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<field name="planned_revenue" sum="Planned revenue"/>
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<field name="planned_cost" sum="Planned costs"/>
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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="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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