[IMP]: crm_claim, crm_fundraising, crm_helpdesk: Aligned tags properly in xml
bzr revid: rpa@tinyerp.com-20101004054757-1nls44mg0jicj1rs
This commit is contained in:
rpa (Open ERP)
@@ -31,7 +31,7 @@
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<record model="crm.case.resource.type" id="type_claim1">
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<field name="name">Corrective</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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</record>
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</record>
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<record model="crm.case.resource.type" id="type_claim2">
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<field name="name">Preventive</field>
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@@ -46,7 +46,7 @@
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<field name="name">Accepted as Claim</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.stage" id="stage_claim2">
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<field name="name">Fixed</field>
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@@ -58,13 +58,13 @@
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<field name="name">Won't fix</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.stage" id="stage_claim4">
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<field name="name">Invalid</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.stage" id="stage_claim5">
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<field name="name">Awaiting Response</field>
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@@ -251,66 +251,66 @@
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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 Claims">
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<filter icon="terp-check" string="Current" name="current"
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domain="[('state','in',('draft', 'open'))]"
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separator="1" help="Draft and Open Claims" default="1"
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/>
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<filter icon="terp-camera_test"
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string="In Progress"
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domain="[('state','=','open')]"
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separator="1" help="In Progress Claims"
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/>
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<filter icon="terp-gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"
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separator="1" help="All pending Claims"
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/>
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<separator orientation="vertical"/>
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<field name="name" select='1'/>
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<field name="partner_id" select="1"/>
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<field name="user_id" select="1" widget="selection">
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<filter icon="terp-personal-"
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domain="[('user_id','=', False)]"
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help="Unassigned Claims" />
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</field>
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<field name="section_id" select="1"
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widget="selection">
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<filter icon="terp-personal+"
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<filter icon="terp-check" string="Current" name="current"
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domain="[('state','in',('draft', 'open'))]"
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separator="1" help="Draft and Open Claims" default="1"
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/>
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<filter icon="terp-camera_test"
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string="In Progress"
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domain="[('state','=','open')]"
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separator="1" help="In Progress Claims"
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/>
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<filter icon="terp-gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"
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separator="1" help="All pending Claims"
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/>
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<separator orientation="vertical"/>
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<field name="name" select='1'/>
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<field name="partner_id" select="1"/>
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<field name="user_id" select="1" widget="selection">
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<filter icon="terp-personal-"
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domain="[('user_id','=', False)]"
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help="Unassigned Claims" />
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</field>
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<field name="section_id" select="1"
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widget="selection">
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<filter icon="terp-personal+"
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domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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help="My section" />
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</field>
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<newline/>
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<group expand="0" string="Group By...">
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Partner" icon="terp-partner"
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domain="[]" help="Partner"
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context="{'group_by':'partner_id'}" />
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domain="[]" help="Partner"
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context="{'group_by':'partner_id'}" />
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<filter string="Responsible" icon="terp-personal"
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domain="[]" help="Responsible User"
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context="{'group_by':'user_id'}" />
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domain="[]" help="Responsible User"
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context="{'group_by':'user_id'}" />
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<filter string="Sales Team" icon="terp-personal+"
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domain="[]" help="Sales Team"
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context="{'group_by':'section_id'}" />
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domain="[]" help="Sales Team"
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context="{'group_by':'section_id'}" />
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<separator orientation="vertical"/>
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<filter string="Stage" icon="terp-stage"
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domain="[]" context="{'group_by':'stage_id'}" />
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<filter string="Type" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<filter string="State"
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<filter string="State"
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icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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<separator orientation="vertical"/>
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<filter string="Claim Date" icon="terp-go-month"
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domain="[]" help="Claim Date"
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context="{'group_by':'date'}" />
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<filter string="Deadline" icon="terp-go-month"
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domain="[]"
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context="{'group_by':'date_deadline'}" />
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<filter string="Closure" icon="terp-go-month"
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domain="[]" help="Date Closed"
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context="{'group_by':'date_closed'}" />
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</group>
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</search>
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</field>
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domain="[]" help="Claim Date"
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context="{'group_by':'date'}" />
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<filter string="Deadline" icon="terp-go-month"
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domain="[]"
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context="{'group_by':'date_deadline'}" />
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<filter string="Closure" icon="terp-go-month"
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domain="[]" help="Date Closed"
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context="{'group_by':'date_closed'}" />
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</group>
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</search>
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</field>
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</record>
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<act_window
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@@ -77,54 +77,54 @@
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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=" Year " icon="terp-go-year"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
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help="Claims created in current year"/>
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<filter string=" Year " icon="terp-go-year"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
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help="Claims created in current year"/>
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<filter string=" Month " icon="terp-go-month" name="This Month"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-%%m-01'))]"
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help="Claims created in current month"/>
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<filter string=" Month " icon="terp-go-month" name="This Month"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-%%m-01'))]"
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help="Claims created in current month"/>
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<filter icon="terp-go-month" string=" Month-1 " separator="1"
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<filter icon="terp-go-month" string=" Month-1 " separator="1"
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domain="[('create_date','<=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','>',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"
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help="Claims created in last month"/>
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<separator orientation="vertical" />
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<separator orientation="vertical" />
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<filter icon="terp-document-new"
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string="Draft"
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domain="[('state','=','draft')]"/>
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<filter icon="terp-camera_test"
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<filter icon="terp-camera_test"
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string="Open"
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domain="[('state','=','open')]"/>
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<filter icon="terp-gtk-media-pause"
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<filter icon="terp-gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"/>
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<separator orientation="vertical" />
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<field name="section_id" string="Sales Team"
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default="context.get('section_id', False)"
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context="{'invisible_section': False}">
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<separator orientation="vertical" />
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<field name="section_id" string="Sales Team"
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default="context.get('section_id', False)"
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context="{'invisible_section': False}">
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<filter icon="terp-personal+"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My team" />
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<filter icon="terp-personal+"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My team" />
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</field>
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<field name="company_id">
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<filter icon="terp-go-home"
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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="company_id">
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<filter icon="terp-go-home"
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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" string="Salesman" select="1">
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<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" 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="0" string="Extended Filters..." groups="base.group_extended">
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<filter icon="terp-dialog-close"
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<field name="user_id" string="Salesman" select="1">
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<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" 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="0" string="Extended Filters..." groups="base.group_extended">
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<filter icon="terp-dialog-close"
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string="Done"
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domain="[('state','=','done')]"/>
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<filter icon="gtk-cancel"
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@@ -138,33 +138,33 @@
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<field name="priority" />
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<field name="type_action" />
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</group>
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</group>
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<newline/>
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<group expand="1" string="Group By...">
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</group>
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<newline/>
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<group expand="1" string="Group By...">
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<filter string="Salesman" name="Salesman" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Sales Team" icon="terp-personal+"
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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="Stage" icon="terp-stage" domain="[]"
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context="{'group_by':'stage_id'}" />
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context="{'group_by':'stage_id'}" />
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<filter string="Priority" icon="terp-rating-rated" domain="[]"
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context="{'group_by':'priority'}" />
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context="{'group_by':'priority'}" />
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<filter string="Category" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<separator orientation="vertical"/>
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<filter string="Type" icon="terp-stock_symbol-selection" domain="[]"
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context="{'group_by':'type_action'}" />
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context="{'group_by':'type_action'}" />
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<filter string="State" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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<separator orientation="vertical" />
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<filter string="Company" icon="terp-go-home"
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domain="[]"
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context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<separator orientation="vertical" />
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<filter string="Day" icon="terp-go-today"
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domain="[]" context="{'group_by':'day'}"
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@@ -177,8 +177,8 @@
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<filter string="Year" icon="terp-go-year"
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domain="[]" context="{'group_by':'name'}"
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help="Year of claim"/>
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</group>
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</search>
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</group>
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</search>
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</field>
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</record>
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@@ -188,30 +188,29 @@
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<field name="name">Claims Analysis</field>
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<field name="res_model">crm.claim.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="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_mode">tree,graph</field>
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<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_id" ref="view_report_crm_claim_tree"/>
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<field name="search_view_id" ref="view_report_crm_claim_filter"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_claim_tree">
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<record model="ir.actions.act_window.view" id="action_report_crm_claim_tree">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="view_report_crm_claim_tree"/>
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<field name="act_window_id" ref="action_report_crm_claim"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
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<record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
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<field name="sequence" eval="2"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="view_report_crm_claim_graph"/>
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<field name="act_window_id" ref="action_report_crm_claim"/>
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</record>
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<menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
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groups="base.group_extended"
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action="action_report_crm_claim" parent="base.next_id_64" sequence="6"/>
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<menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
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groups="base.group_extended"
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action="action_report_crm_claim" parent="base.next_id_64" sequence="6"/>
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</data>
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@@ -3,56 +3,56 @@
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<data noupdate="1">
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<!-- FUNDRAISING CATEGORY(categ_id) -->
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<record model="crm.case.categ" id="categ_fund1">
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<field name="name">Social Rehabilitation And Rural Upliftment</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_fund2">
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<field name="name">Learning And Education</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_fund3">
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<field name="name">Healthcare</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_fund4">
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<field name="name">Arts And Culture</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<!-- CASE Resource(type_id) -->
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<record model="crm.case.resource.type" id="type_fund1">
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<field name="name">Cash</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_fund2">
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<field name="name">Cheque</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_fund3">
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<field name="name">Credit Card</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_fund4">
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<field name="name">Demand Draft</field>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
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</record>
|
||||
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
@@ -40,8 +40,8 @@
|
||||
</record>
|
||||
|
||||
<menuitem name="Fund Raising" id="menu_crm_case_fund_raise"
|
||||
parent="base.menu_fundrising"
|
||||
action="crm_case_category_act_fund_all1" sequence="1" />
|
||||
parent="base.menu_fundrising"
|
||||
action="crm_case_category_act_fund_all1" sequence="1" />
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
@@ -3,8 +3,8 @@
|
||||
<data>
|
||||
<!-- Fund Raising Configuration Menu -->
|
||||
<menuitem id="menu_config_fundrising" name="Fund Raising"
|
||||
groups="base.group_extended"
|
||||
parent="base.menu_base_config" sequence="8" />
|
||||
groups="base.group_extended"
|
||||
parent="base.menu_base_config" sequence="8" />
|
||||
|
||||
<!-- Fund Raising Categories Form View -->
|
||||
|
||||
|
||||
@@ -9,15 +9,15 @@
|
||||
<field name="model">crm.fundraising.report</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Fundraising">
|
||||
<field name="name" invisible="1"/>
|
||||
<field name="month" invisible="1"/>
|
||||
<field name="section_id" invisible="1"/>
|
||||
<tree string="Fundraising">
|
||||
<field name="name" invisible="1"/>
|
||||
<field name="month" invisible="1"/>
|
||||
<field name="section_id" invisible="1"/>
|
||||
<field name="user_id" invisible="1"/>
|
||||
<field name="company_id" invisible="1"/>
|
||||
<field name="company_id" invisible="1"/>
|
||||
<field name="partner_id" invisible="1"/>
|
||||
<field name="nbr" string='#Fundraising' sum="#Fundraising"/>
|
||||
<field name="planned_cost" sum='Planned Costs'/>
|
||||
<field name="nbr" string='#Fundraising' sum="#Fundraising"/>
|
||||
<field name="planned_cost" sum='Planned Costs'/>
|
||||
<field name="amount_revenue" sum='Est.Revenue'/>
|
||||
<field name="probability" avg='Avg. Probability' widget="progressbar"/>
|
||||
<field name="amount_revenue_prob" sum='Est. Rev*Prob.'/>
|
||||
@@ -26,7 +26,7 @@
|
||||
<field name="categ_id" invisible="1"/>
|
||||
<field name="day" invisible="1"/>
|
||||
<field name="type_id" invisible="1"/>
|
||||
</tree>
|
||||
</tree>
|
||||
</field>
|
||||
|
||||
<!-- Fundraising by user and section Form View-->
|
||||
@@ -37,11 +37,11 @@
|
||||
<field name="model">crm.fundraising.report</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Cases">
|
||||
<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="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
@@ -75,78 +75,67 @@
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search">
|
||||
<group col="16" colspan="8">
|
||||
<filter string=" Year " icon="terp-go-year"
|
||||
domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
|
||||
help="Funds raised in current year"/>
|
||||
|
||||
<filter string=" Month " icon="terp-go-month" name="This Month"
|
||||
domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-%%m-01'))]"
|
||||
help="Funds raised in current month"/>
|
||||
|
||||
<filter icon="terp-go-month" string=" Month-1 " separator="1"
|
||||
<group col="16" colspan="8">
|
||||
<filter string=" Year " icon="terp-go-year"
|
||||
domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
|
||||
help="Funds raised in current year"/>
|
||||
<filter string=" Month " icon="terp-go-month" name="This Month"
|
||||
domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-%%m-01'))]"
|
||||
help="Funds raised in current month"/>
|
||||
<filter icon="terp-go-month" string=" Month-1 " separator="1"
|
||||
domain="[('create_date','<=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','>',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"
|
||||
help="Funds raised in last month"/>
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<separator orientation="vertical" />
|
||||
<filter icon="terp-document-new"
|
||||
string="Draft"
|
||||
domain="[('state','=','draft')]"/>
|
||||
<filter icon="terp-camera_test"
|
||||
string="Open"
|
||||
domain="[('state','=','open')]"/>
|
||||
<filter icon="terp-gtk-media-pause"
|
||||
string="Pending"
|
||||
domain="[('state','=','pending')]"/>
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<field name="section_id" string="Sales Team"
|
||||
default="context.get('section_id', False)"
|
||||
context="{'invisible_section': False}">
|
||||
|
||||
<filter icon="terp-personal+"
|
||||
context="{'invisible_section': False}"
|
||||
domain="[('section_id.user_id','=',uid)]"
|
||||
help="My team" />
|
||||
|
||||
</field>
|
||||
<field name="company_id">
|
||||
<filter icon="terp-go-home"
|
||||
context="{'invisible_section': False}"
|
||||
domain="[('section_id.user_id.company_id','=',uid)]"
|
||||
help="My company"/>
|
||||
string="Draft"
|
||||
domain="[('state','=','draft')]"/>
|
||||
<filter icon="terp-camera_test"
|
||||
string="Open"
|
||||
domain="[('state','=','open')]"/>
|
||||
<filter icon="terp-gtk-media-pause"
|
||||
string="Pending"
|
||||
domain="[('state','=','pending')]"/>
|
||||
<separator orientation="vertical" />
|
||||
<field name="section_id" string="Sales Team"
|
||||
default="context.get('section_id', False)"
|
||||
context="{'invisible_section': False}">
|
||||
<filter icon="terp-personal+"
|
||||
context="{'invisible_section': False}"
|
||||
domain="[('section_id.user_id','=',uid)]"
|
||||
help="My team" />
|
||||
</field>
|
||||
|
||||
<field name="user_id" select="1" string="Salesman">
|
||||
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
|
||||
</field>
|
||||
</group>
|
||||
<newline/>
|
||||
<group expand="0" string="Extended Filters..." groups="base.group_extended">
|
||||
<filter icon="terp-dialog-close"
|
||||
<field name="company_id">
|
||||
<filter icon="terp-go-home"
|
||||
context="{'invisible_section': False}"
|
||||
domain="[('section_id.user_id.company_id','=',uid)]"
|
||||
help="My company"/>
|
||||
</field>
|
||||
<field name="user_id" select="1" string="Salesman">
|
||||
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
|
||||
</field>
|
||||
</group>
|
||||
<newline/>
|
||||
<group expand="0" string="Extended Filters..." groups="base.group_extended">
|
||||
<filter icon="terp-dialog-close"
|
||||
string="Done"
|
||||
domain="[('state','=','done')]"/>
|
||||
|
||||
<filter icon="gtk-cancel"
|
||||
string="Cancel"
|
||||
domain="[('state','=','cancel')]"/>
|
||||
|
||||
<group>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
|
||||
</group>
|
||||
</group>
|
||||
<newline/>
|
||||
<group expand="1" string="Group By...">
|
||||
</group>
|
||||
</group>
|
||||
<newline/>
|
||||
<group expand="1" string="Group By...">
|
||||
<filter string="Salesman" name="Salesman" icon="terp-personal"
|
||||
domain="[]" context="{'group_by':'user_id'}" />
|
||||
|
||||
<filter string="Sales Team" icon="terp-personal+"
|
||||
domain="[]"
|
||||
context="{'group_by':'section_id'}" />
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<filter string="State" icon="terp-stock_effects-object-colorize"
|
||||
<filter string="State" icon="terp-stock_effects-object-colorize"
|
||||
domain="[]" context="{'group_by':'state'}" />
|
||||
<filter string="Category" icon="terp-stock_symbol-selection"
|
||||
domain="[]" context="{'group_by':'categ_id'}" />
|
||||
@@ -157,20 +146,17 @@
|
||||
<filter string="Company" icon="terp-go-home"
|
||||
domain="[]"
|
||||
context="{'group_by':'company_id'}" />
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Day" icon="terp-go-today"
|
||||
domain="[]" context="{'group_by':'day'}"
|
||||
help="Date of fundraising"/>
|
||||
|
||||
<filter string="Month" icon="terp-go-month"
|
||||
domain="[]" context="{'group_by':'month'}"
|
||||
help="Month of fundraising"/>
|
||||
|
||||
<filter string="Year" icon="terp-go-year"
|
||||
domain="[]" context="{'group_by':'name'}" />
|
||||
</group>
|
||||
</search>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
@@ -1,44 +1,44 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<menuitem id="base.menu_aftersale" name="After-Sale Services"
|
||||
parent="base.menu_base_partner" sequence="7" />
|
||||
<menuitem id="base.menu_aftersale" name="After-Sale Services"
|
||||
parent="base.menu_base_partner" sequence="7" />
|
||||
|
||||
<!-- Help Desk (menu) -->
|
||||
|
||||
<record model="ir.actions.act_window" id="crm_case_helpdesk_act111">
|
||||
<field name="name">Helpdesk Requests</field>
|
||||
<field name="res_model">crm.helpdesk</field>
|
||||
<field name="view_mode">tree,calendar,form</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
|
||||
<field name="context">{"search_default_user_id":uid, 'search_default_section_id': section_id}</field>
|
||||
<field name="search_view_id" ref="view_crm_case_helpdesk_filter"/>
|
||||
<field name="help">Alike records and processing of claims, Helpdesk and Support is a good tool to trace your interventions. This menu is more adapted to an oral communication, which is not necessarily related to a claim. Select a customer, add notes and categorize your interventions with a channel and a priority level.</field>
|
||||
</record>
|
||||
<record model="ir.actions.act_window" id="crm_case_helpdesk_act111">
|
||||
<field name="name">Helpdesk Requests</field>
|
||||
<field name="res_model">crm.helpdesk</field>
|
||||
<field name="view_mode">tree,calendar,form</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
|
||||
<field name="context">{"search_default_user_id":uid, 'search_default_section_id': section_id}</field>
|
||||
<field name="search_view_id" ref="view_crm_case_helpdesk_filter"/>
|
||||
<field name="help">Alike records and processing of claims, Helpdesk and Support is a good tool to trace your interventions. This menu is more adapted to an oral communication, which is not necessarily related to a claim. Select a customer, add notes and categorize your interventions with a channel and a priority level.</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act111">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
|
||||
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act111">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
|
||||
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_act111">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_helpdesk_calendar_view"/>
|
||||
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_act111">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_helpdesk_calendar_view"/>
|
||||
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_act111">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
|
||||
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_act111">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
|
||||
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
|
||||
</record>
|
||||
|
||||
<menuitem name="Helpdesk and Support" id="menu_help_support_main"
|
||||
parent="base.menu_aftersale" action="crm_case_helpdesk_act111" sequence="2"/>
|
||||
<menuitem name="Helpdesk and Support" id="menu_help_support_main"
|
||||
parent="base.menu_aftersale" action="crm_case_helpdesk_act111" sequence="2"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
@@ -255,14 +255,14 @@
|
||||
<newline/>
|
||||
<group expand="0" string="Group By...">
|
||||
<filter string="Partner" icon="terp-partner"
|
||||
domain="[]" help="Partner"
|
||||
context="{'group_by':'partner_id'}" />
|
||||
domain="[]" help="Partner"
|
||||
context="{'group_by':'partner_id'}" />
|
||||
<filter string="Responsible" icon="terp-personal"
|
||||
domain="[]" help="Responsible User"
|
||||
context="{'group_by':'user_id'}" />
|
||||
domain="[]" help="Responsible User"
|
||||
context="{'group_by':'user_id'}" />
|
||||
<filter string="Sales Team" icon="terp-personal+"
|
||||
domain="[]" help="Sales Team"
|
||||
context="{'group_by':'section_id'}" />
|
||||
domain="[]" help="Sales Team"
|
||||
context="{'group_by':'section_id'}" />
|
||||
<separator orientation="vertical"/>
|
||||
<filter string="Priority" icon="terp-rating-rated"
|
||||
domain="[]" context="{'group_by':'priority'}" />
|
||||
@@ -270,11 +270,11 @@
|
||||
context="{'group_by':'state'}" />
|
||||
<separator orientation="vertical"/>
|
||||
<filter string="Date" icon="terp-go-month"
|
||||
domain="[]" help="Request Date"
|
||||
context="{'group_by':'date'}" />
|
||||
<filter string="Deadline" icon="terp-go-month"
|
||||
domain="[]"
|
||||
context="{'group_by':'date_deadline'}" />
|
||||
domain="[]" help="Request Date"
|
||||
context="{'group_by':'date'}" />
|
||||
<filter string="Deadline" icon="terp-go-month"
|
||||
domain="[]"
|
||||
context="{'group_by':'date_deadline'}" />
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
|
||||
@@ -9,7 +9,7 @@
|
||||
<field name="model">crm.helpdesk.report</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Helpdesk">
|
||||
<tree string="Helpdesk">
|
||||
<field name="name" invisible="1"/>
|
||||
<field name="month" invisible="1"/>
|
||||
<field name="section_id" invisible="1"/>
|
||||
@@ -38,16 +38,16 @@
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<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="nbr" select="1"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
<field name="state" select="1"/>
|
||||
<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="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
<field name="state" select="1"/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
@@ -75,8 +75,8 @@
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search">
|
||||
<group col="16" colspan="9">
|
||||
<filter string=" Year " icon="terp-go-year"
|
||||
<group col="16" colspan="9">
|
||||
<filter string=" Year " icon="terp-go-year"
|
||||
domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
|
||||
help="Helpdesk requests occurred in current year"/>
|
||||
<filter string=" Month " icon="terp-go-month" name="this_month"
|
||||
@@ -85,46 +85,40 @@
|
||||
<filter icon="terp-go-month" string=" Month-1 " separator="1"
|
||||
domain="[('create_date','<=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','>',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"
|
||||
help="Helpdesk requests occurred in last month"/>
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Current" icon="terp-check"
|
||||
domain="[('state','in',('open','draft'))]" />
|
||||
|
||||
<filter string="Won" icon="terp-check"
|
||||
domain="[('state','=','done')]" />
|
||||
|
||||
<filter string="Lost" icon="terp-dialog-close"
|
||||
domain="[('state','=','cancel')]" />
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<field name="section_id" string="Sales Team"
|
||||
default="context.get('section_id', False)"
|
||||
context="{'invisible_section': False}">
|
||||
|
||||
<filter icon="terp-personal+"
|
||||
context="{'invisible_section': False}"
|
||||
domain="[('section_id.user_id','=',uid)]"
|
||||
help="My team" />
|
||||
|
||||
</field>
|
||||
<field name="company_id">
|
||||
<filter icon="terp-go-home"
|
||||
context="{'invisible_section': False}"
|
||||
domain="[('section_id.user_id.company_id','=',uid)]"
|
||||
help="My company"/>
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Current" icon="terp-check"
|
||||
domain="[('state','in',('open','draft'))]" />
|
||||
<filter string="Won" icon="terp-check"
|
||||
domain="[('state','=','done')]" />
|
||||
<filter string="Lost" icon="terp-dialog-close"
|
||||
domain="[('state','=','cancel')]" />
|
||||
<separator orientation="vertical" />
|
||||
<field name="section_id" string="Sales Team"
|
||||
default="context.get('section_id', False)"
|
||||
context="{'invisible_section': False}">
|
||||
<filter icon="terp-personal+"
|
||||
context="{'invisible_section': False}"
|
||||
domain="[('section_id.user_id','=',uid)]"
|
||||
help="My team" />
|
||||
</field>
|
||||
<field name="user_id" string="Salesman">
|
||||
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
|
||||
</field>
|
||||
</group>
|
||||
<newline/>
|
||||
<group expand="0" string="Extended Filters..." groups="base.group_extended">
|
||||
<field name="priority" string="Priority"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="date_closed" string="Close Date"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<group expand="1" string="Group By...">
|
||||
<field name="company_id">
|
||||
<filter icon="terp-go-home"
|
||||
context="{'invisible_section': False}"
|
||||
domain="[('section_id.user_id.company_id','=',uid)]"
|
||||
help="My company"/>
|
||||
</field>
|
||||
<field name="user_id" string="Salesman">
|
||||
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
|
||||
</field>
|
||||
</group>
|
||||
<newline/>
|
||||
<group expand="0" string="Extended Filters..." groups="base.group_extended">
|
||||
<field name="priority" string="Priority"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="date_closed" string="Close Date"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<group expand="1" string="Group By...">
|
||||
<filter string="Salesman" icon="terp-personal"
|
||||
domain="[]" context="{'group_by':'user_id'}"
|
||||
default="1" />
|
||||
@@ -134,21 +128,17 @@
|
||||
<filter string="Partner" icon="terp-partner"
|
||||
domain="[]"
|
||||
context="{'group_by':'partner_id'}" />
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Channel" icon="terp-call-start"
|
||||
domain="[]"
|
||||
context="{'group_by':'canal_id'}" />
|
||||
|
||||
context="{'group_by':'canal_id'}" />
|
||||
<separator orientation="vertical" />
|
||||
<filter string="State" icon="terp-stock_effects-object-colorize"
|
||||
domain="[]" context="{'group_by':'state'}" />
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Company" icon="terp-go-home"
|
||||
domain="[]"
|
||||
context="{'group_by':'company_id'}" />
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Day" icon="terp-go-today"
|
||||
domain="[]" context="{'group_by':'day'}" help="Date of helpdesk requests"/>
|
||||
@@ -156,8 +146,8 @@
|
||||
domain="[]" context="{'group_by':'month'}" help="Month of helpdesk requests"/>
|
||||
<filter string="Year" icon="terp-go-year"
|
||||
domain="[]" context="{'group_by':'name'}" help="Year of helpdesk requests" />
|
||||
</group>
|
||||
</search>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
Reference in New Issue
Block a user