53
<record id="view_crm_case_user_filter" model="ir.ui.view">
54
<field name="name">report.crm.case.user.select</field>
55
<field name="model">report.crm.case.user</field>
50
<record id="view_crm_case_filter" model="ir.ui.view">
51
<field name="name">crm.case.report.select</field>
52
<field name="model">crm.case.report</field>
56
53
<field name="type">search</field>
57
54
<field name="arch" type="xml">
58
<search string="Search Cases by User">
59
<group col="12" colspan="4">
60
<filter string="My Cases" icon="terp-hr" domain="[('user_id','=',uid)]" help="My cases by section"/>
61
<separator orientation="vertical"/>
62
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
63
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
55
<search string="Search">
56
<group col="16" colspan="8">
57
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" default="1" />
58
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" default="1"/>
59
<separator orientation="vertical"/>
60
<filter string="Current" icon="terp-hr" domain="[('state','in',('open','draft'))]"/>
61
<filter string="Won" icon="terp-hr" domain="[('state','=','done')]"/>
62
<filter string="Lost" icon="terp-hr" domain="[('state','=','cancel')]"/>
64
63
<separator orientation="vertical"/>
65
<field name="name" select="1"/>
66
<field name="month" select="1"/>
67
<field name="user_id" select="1"/>
68
<field name="section_id" select="1"/>
69
<field name="nbr" select="1"/>
70
<field name="state" select="1"/>
64
<field name="section_id" default="context.get('section_id', False)" widget="selection"
65
context="{'invisible_section': False}">
66
<filter icon="terp-crm"
67
context="{'invisible_section': False}"
68
domain="[('section_id.user_id','=',uid)]"
71
<field name="company_id" widget="selection">
72
<filter icon="terp-crm"
73
context="{'invisible_section': False}"
74
domain="[('section_id.user_id.company_id','=',uid)]"
77
<field name="user_id" select="1" widget="selection">
78
<filter icon="terp-crm" string="My Task" domain="[('user_id','=',uid)]" />
82
<group expand="1" string="Group By..." colspan="4" col="8">
83
<filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}" default="1" />
84
<filter string="Company" icon="terp-sale" domain="[]" context="{'group_by':'company_id'}"/>
85
<filter string="Section" icon="terp-sale" domain="[]" context="{'group_by':'section_id'}"/>
86
<separator orientation="vertical"/>
87
<filter string="State" icon="terp-sale" domain="[]" context="{'group_by':'state'}"/>
88
<filter string="Category" icon="terp-sale" domain="[]" context="{'group_by':'categ_id'}"/>
89
<separator orientation="vertical"/>
90
<filter string="Month" icon="terp-sale" domain="[]" context="{'group_by':'month'}"/>
91
<filter string="Year" icon="terp-sale" domain="[]" context="{'group_by':'name'}"/>
75
97
<menuitem id="base.next_id_64" name="Reporting" parent="base.menu_base_partner" sequence="8"/>
76
<menuitem id="crm.next_id_52" name="Cases" parent="base.next_id_64" sequence="0"/>
79
<record id="action_report_crm_case_user_tree" model="ir.actions.act_window">
80
<field name="name">Cases by User and Section</field>
81
<field name="res_model">report.crm.case.user</field>
100
<record id="action_report_crm_case_tree" model="ir.actions.act_window">
101
<field name="name">Cases</field>
102
<field name="res_model">crm.case.report</field>
82
103
<field name="view_type">form</field>
83
104
<field name="view_mode">tree,graph</field>
84
<field name="search_view_id" ref="view_crm_case_user_filter"/>
105
<field name="search_view_id" ref="view_crm_case_filter"/>
86
107
<!--<menuitem action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree" parent="crm.next_id_52"/>
88
<!-- # Cases by section and categoryof case -->
90
<record id="view_crm_case_categ_tree" model="ir.ui.view">
91
<field name="name">report.crm.case.categ.tree</field>
92
<field name="model">report.crm.case.categ</field>
93
<field name="type">tree</field>
94
<field name="arch" type="xml">
95
<tree string="Cases by User and Section">
97
<field name="section_id" select="1"/>
100
<field name="state"/>
104
<record id="view_crm_case_categ_form" model="ir.ui.view">
105
<field name="name">report.crm.case.categ.form</field>
106
<field name="model">report.crm.case.categ</field>
107
<field name="type">form</field>
108
<field name="arch" type="xml">
109
<form string="Cases by User and Section">
110
<field name="name" select="1"/>
111
<field name="section_id" select="1"/>
112
<field name="month" select="1"/>
113
<field name="nbr" select="1"/>
114
<field name="state" select="1"/>
119
<record id="view_crm_case_categ_filter" model="ir.ui.view">
120
<field name="name">report.crm.case.categ.select</field>
121
<field name="model">report.crm.case.categ</field>
122
<field name="type">search</field>
123
<field name="arch" type="xml">
124
<search string="Search Cases by categories and Sections">
125
<group col="12" colspan="4">
126
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
127
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
128
<separator orientation="vertical"/>
129
<field name="name" select="1"/>
130
<field name="section_id" select="1"/>
131
<field name="nbr" select="1"/>
132
<field name="state" select="1"/>
138
<record id="action_report_crm_case_categ_tree" model="ir.actions.act_window">
139
<field name="name">Cases by Categories and Section</field>
140
<field name="res_model">report.crm.case.categ</field>
141
<field name="view_type">form</field>
142
<field name="view_mode">tree,graph</field>
143
<field name="search_view_id" ref="view_crm_case_categ_filter"/>
145
109
<!-- <menuitem action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree" parent="crm.next_id_52"/>-->
147
<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"/>
149
<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"/>
151
<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"/>
154
<!-- Cases by Section -->
156
<record id="view_report_crm_case_section_tree" model="ir.ui.view">
157
<field name="name">report.crm.case.section.tree</field>
158
<field name="model">report.crm.case.section</field>
159
<field name="type">tree</field>
160
<field name="arch" type="xml">
161
<tree string="Cases by Section">
162
<field name="name" select="1"/>
163
<field name="section_id" select="1"/>
164
<field name="month" select="1"/>
165
<field name="nbr_cases" select="1"/>
166
<field name="avg_answers"/>
171
<record id="view_report_crm_case_section_graph" model="ir.ui.view">
172
<field name="name">report.crm.case.section.graph</field>
173
<field name="model">report.crm.case.section</field>
174
<field name="type">graph</field>
175
<field name="arch" type="xml">
176
<graph orientation="horizontal" string="Cases by Section" type="bar">
178
<field name="nbr_cases" operator="+"/>
183
<record id="view_report_crm_case_section_filter" model="ir.ui.view">
184
<field name="name">report.crm.case.section.select</field>
185
<field name="model">report.crm.case.section</field>
186
<field name="type">search</field>
187
<field name="arch" type="xml">
188
<search string="Search Cases by Section">
189
<group col="8" colspan="4">
190
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
191
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
192
<separator orientation="vertical"/>
193
<field name="name" select="1"/>
194
<field name="section_id" select="1"/>
195
<field name="month" select="1"/>
196
<field name="nbr_cases" select="1"/>
203
<record id="action_report_crm_case_section_tree" model="ir.actions.act_window">
204
<field name="name">Cases by Section</field>
205
<field name="res_model">report.crm.case.section</field>
206
<field name="view_type">form</field>
207
<field name="view_mode">graph,tree</field>
208
<field name="search_view_id" ref="view_report_crm_case_section_filter"/>
212
# Cases by section and stage
214
<record model="ir.ui.view" id="view_crm_case_section_stage_tree">
215
<field name="name">CRM Report - Sections and Stage(Tree)</field>
216
<field name="model">report.crm.case.section.stage</field>
217
<field name="type">tree</field>
218
<field name="arch" type="xml">
219
<tree string="Cases by Section and Stage">
221
<field name="month"/>
222
<field name="user_id"/>
223
<field name="section_id"/>
225
<field name="state"/>
229
<record model="ir.ui.view" id="view_crm_case_section_stage_form">
230
<field name="name">CRM Report - Sections and Stage(Form)</field>
231
<field name="model">report.crm.case.section.stage</field>
232
<field name="type">form</field>
233
<field name="arch" type="xml">
234
<form string="Cases by Section and Stage">
236
<field name="month"/>
237
<field name="user_id"/>
238
<field name="section_id" select="1" widget="selection"/>
239
<field name="nbr" select="1"/>
240
<field name="state" select="1"/>
245
<record id="view_crm_case_section_stage_filter" model="ir.ui.view">
246
<field name="name">CRM Report - Sections and Stage(Select)</field>
247
<field name="model">report.crm.case.section.stage</field>
248
<field name="type">search</field>
249
<field name="arch" type="xml">
250
<search string="Cases by Section and Stage">
251
<group col="8" colspan="4">
252
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by Section and Stage for this year"/>
253
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by Section and Stage for this month"/>
254
<separator orientation="vertical"/>
255
<field name="section_id" select="1" widget="selection"/>
256
<field name="nbr" select="1"/>
257
<field name="state" select="1"/>
263
<record model="ir.actions.act_window" id="action_report_crm_case_section_stage_tree">
264
<field name="res_model">report.crm.case.section.stage</field>
265
<field name="view_type">form</field>
266
<field name="view_mode">tree</field>
267
<field name="search_view_id" ref="view_crm_case_section_stage_filter"/>
271
# Cases by section and type of case
274
<record model="ir.ui.view" id="view_crm_case_section_categ_tree">
275
<field name="name">CRM Report - Sections and Type(Tree)</field>
276
<field name="model">report.crm.case.section.type</field>
277
<field name="type">tree</field>
278
<field name="arch" type="xml">
279
<tree string="Cases by Section and Type">
281
<field name="month"/>
282
<field name="user_id"/>
283
<field name="section_id"/>
285
<field name="state"/>
289
<record model="ir.ui.view" id="view_crm_case_section_categ_form">
290
<field name="name">CRM Report - Sections and Type(Form)</field>
291
<field name="model">report.crm.case.section.type</field>
292
<field name="type">form</field>
293
<field name="arch" type="xml">
294
<form string="Cases by Section and Type">
296
<field name="month"/>
297
<field name="user_id"/>
298
<field name="section_id" select="1" widget="selection"/>
299
<field name="nbr" select="1"/>
300
<field name="state" select="1"/>
305
<record id="view_crm_case_section_categ_filter" model="ir.ui.view">
306
<field name="name">CRM Report - Sections and Type(Select)</field>
307
<field name="model">report.crm.case.section.type</field>
308
<field name="type">search</field>
309
<field name="arch" type="xml">
310
<search string="Cases by Section and Type">
311
<group col="10" colspan="4">
312
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by Section and Type for this year"/>
313
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by Section and Type for this month"/>
314
<separator orientation="vertical"/>
315
<field name="section_id" select="1" widget="selection"/>
316
<field name="nbr" select="1"/>
317
<field name="state" select="1"/>
323
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_tree">
324
<field name="res_model">report.crm.case.section.type</field>
325
<field name="view_type">form</field>
326
<field name="view_mode">tree</field>
327
<field name="search_view_id" ref="view_crm_case_section_categ_filter"/>
331
# Cases by section, category and stage
334
<record model="ir.ui.view" id="view_crm_case_section_categ_stage_tree">
335
<field name="name">CRM Report - Section, Category and Stage(Tree)</field>
336
<field name="model">report.crm.case.section.categ.stage</field>
337
<field name="type">tree</field>
338
<field name="arch" type="xml">
339
<tree string="Cases by Section, Category and Stage">
341
<field name="month"/>
342
<field name="user_id"/>
343
<field name="section_id"/>
345
<field name="state"/>
349
<record model="ir.ui.view" id="view_crm_case_section_categ_stage_form">
350
<field name="name">CRM Report - Section, Category and Stage(Form)</field>
351
<field name="model">report.crm.case.section.categ.stage</field>
352
<field name="type">form</field>
353
<field name="arch" type="xml">
354
<form string="Cases by Section, Category and Stage">
356
<field name="month"/>
357
<field name="user_id"/>
358
<field name="section_id" select="1" widget="selection"/>
359
<field name="nbr" select="1"/>
360
<field name="state" select="1"/>
365
<record id="view_crm_case_section_categ_stage_filter" model="ir.ui.view">
366
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
367
<field name="model">report.crm.case.section.categ.stage</field>
368
<field name="type">search</field>
369
<field name="arch" type="xml">
370
<search string="Cases by Section, Category and Stage">
371
<group col='8' colspan='4'>
372
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by Section, Category and Stage for this year"/>
373
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by Section, Category and Stage for this month"/>
374
<separator orientation="vertical"/>
375
<field name="section_id" select="1" widget="selection"/>
376
<field name="nbr" select="1"/>
377
<field name="state" select="1"/>
383
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_stage_tree">
384
<field name="res_model">report.crm.case.section.categ.stage</field>
385
<field name="view_type">form</field>
386
<field name="view_mode">tree</field>
387
<field name="search_view_id" ref="view_crm_case_section_categ_stage_filter"/>
391
# Cases by section, category and type
394
<record model="ir.ui.view" id="view_crm_case_section_categ_type_tree">
395
<field name="name">CRM Report - Section, Category and Type(Tree)</field>
396
<field name="model">report.crm.case.section.categ.type</field>
397
<field name="type">tree</field>
398
<field name="arch" type="xml">
399
<tree string="Cases by Section, Category and Type">
401
<field name="month"/>
402
<field name="user_id"/>
403
<field name="section_id"/>
405
<field name="state"/>
409
<record model="ir.ui.view" id="view_crm_case_section_categ_type_form">
410
<field name="name">CRM Report - Section, Category and Type(Form)</field>
411
<field name="model">report.crm.case.section.categ.type</field>
412
<field name="type">form</field>
413
<field name="arch" type="xml">
414
<form string="Cases by Section, Category and Type">
416
<field name="month"/>
417
<field name="user_id"/>
418
<field name="section_id" select="1" widget="selection"/>
419
<field name="nbr" select="1"/>
420
<field name="state" select="1"/>
425
<record id="view_crm_case_section_categ_type_filter" model="ir.ui.view">
426
<field name="name">CRM Report - Section, Category and Type(Select)</field>
427
<field name="model">report.crm.case.section.categ.type</field>
428
<field name="type">search</field>
429
<field name="arch" type="xml">
430
<search string="Search Cases by User">
431
<group col='12' colspan='4'>
432
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by User for this year"/>
433
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by User for this month"/>
434
<separator orientation="vertical"/>
435
<field name="section_id" select="1" widget="selection"/>
436
<field name="nbr" select="1"/>
437
<field name="state" select="1"/>
443
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_type_tree">
444
<field name="res_model">report.crm.case.section.categ.type</field>
445
<field name="view_type">form</field>
446
<field name="view_mode">tree</field>
447
<field name="search_view_id" ref="view_crm_case_section_categ_type_filter"/>
111
<act_window domain="[('user_id', '=', active_id)]" id="act_res_users_2_report_crm_case_user" name="Monthly cases" res_model="crm.case.report" src_model="res.users"/>
113
<act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_user" name="Monthly cases by user" res_model="crm.case.report" src_model="crm.case.section"/>
115
<act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_categ" name="Monthly cases by section" res_model="crm.case.report" src_model="crm.case.section"/>
450
120
<!-- Closed & Open CRM Case view for Random Activities dashboard -->