242 lines
12 KiB
XML
242 lines
12 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- Leads by user and section Tree View -->
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<record id="view_report_crm_lead_tree" model="ir.ui.view">
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<field name="name">crm.lead.report.tree</field>
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<field name="model">crm.lead.report</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Leads Analysis">
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<field name="name" invisible="1"/>
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<field name="state" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1"/>
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<field name="user_id" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="nbr" sum="# Leads"/>
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<field name="email" sum="#Mails"/>
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<field name="delay_open" sum='Avg Closing Delay'/>
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<field name="delay_close" sum='Avg Closing Delay'/>
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<field name="delay_expected"/>
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<field name="avg_answers"/>
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</tree>
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</field>
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</record>
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<!-- Leads by user and section Form View -->
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<record id="view_report_crm_lead_form" model="ir.ui.view">
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<field name="name">crm.lead.report.form</field>
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<field name="model">crm.lead.report</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Leads Analysis">
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<field name="name" select="1"/>
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<field name="month" select="1"/>
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<field name="user_id" select="1"/>
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<field name="section_id" select="1"/>
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<field name="nbr" select="1"/>
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<field name="delay_close"/>
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<field name="stage_id"/>
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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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<!-- Leads by user and section Graph View -->
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<record id="view_report_crm_lead_graph" model="ir.ui.view">
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<field name="name">crm.lead.report.graph</field>
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<field name="model">crm.lead.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="Leads Analysis" 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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<!-- Leads by user and section Search View -->
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<record id="view_report_crm_lead_filter" model="ir.ui.view">
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<field name="name">crm.lead.report.select</field>
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<field name="model">crm.lead.report</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Leads Analysis">
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<group col="16" colspan="8">
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<filter string="Last 365 Days" icon="terp-go-year"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
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<filter string="Last 30 Days" icon="terp-go-month" name="This Month"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
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<filter icon="terp-go-week" string="7 Days" separator="1"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
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<separator orientation="vertical" />
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<filter icon="terp-check"
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string="Current"
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domain="[('state','in',('draft','open')]"/>
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<filter icon="terp-check"
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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"
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default="context.get('section_id', False)"
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widget="selection"
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context="{'invisible_section': False}">
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<filter icon="terp-crm"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My section" />
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</field>
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<field name="user_id" select="1" widget="selection">
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<filter icon="terp-personal+" string="My Case" help="My Case" 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="Group By...">
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<filter string="User" name="User" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Partner" icon="terp-personal" context="{'group_by':'partner_id'}" />
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<separator orientation="vertical" />
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<filter string="Section" icon="terp-personal+"
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domain="[]"
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context="{'group_by':'section_id'}" />
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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="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<separator orientation="vertical"/>
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<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
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<separator orientation="vertical" />
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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'}" />
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<separator orientation="vertical" />
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<filter string="Day" icon="terp-go-month"
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domain="[]" context="{'group_by':'day'}"/>
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<filter string="Month" icon="terp-go-month"
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domain="[]" context="{'group_by':'month'}" />
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<filter string="Year" icon="terp-go-year"
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domain="[]" context="{'group_by':'name'}" />
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</group>
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<newline/>
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<group expand="0" string="Extended options..." groups="base.group_extended">
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<field name="partner_id"/>
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<separator orientation="vertical"/>
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<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<separator orientation="vertical"/>
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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<newline/>
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<field name="creation_date"/>
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<field name="opening_date"/>
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<field name="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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<!-- Opportunity tree view -->
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<record id="view_report_crm_opportunity_tree" model="ir.ui.view">
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<field name="name">crm.lead.report.tree</field>
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<field name="model">crm.lead.report</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Leads Analysis">
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<field name="name" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1" groups="base.group_extended"/>
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<field name="user_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="state" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="company_id" invisible="1" groups="base.group_multi_company"/>
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<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
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<field name="planned_revenue" sum="Planned Revenues"/>
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<field name="email" sum="# of Emails"/>
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<field name="delay_open" sum='Delay to open'/>
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<field name="delay_close" sum='Delay to close'/>
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<field name="delay_expected"/>
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<field name="probability" widget="progressbar"/>
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</tree>
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</field>
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</record>
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<!-- Leads by user and section Action -->
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<record id="action_report_crm_lead" model="ir.actions.act_window">
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<field name="name">Leads Analysis</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</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="domain">['|',('type', '=', 'lead'),('type', '=', False)]</field>
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<field name="search_view_id" ref="view_report_crm_lead_filter"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_lead_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_lead_tree"/>
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<field name="act_window_id" ref="action_report_crm_lead"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_lead_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_lead_graph"/>
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<field name="act_window_id" ref="action_report_crm_lead"/>
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</record>
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<record id="action_report_crm_opportunity" model="ir.actions.act_window">
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<field name="name">Opportunities Analysis</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</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="domain">[('type', '=', 'opportunity')]</field>
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<field name="search_view_id" ref="view_report_crm_lead_filter"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_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_opportunity_tree"/>
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<field name="act_window_id" ref="action_report_crm_opportunity"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_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_lead_graph"/>
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<field name="act_window_id" ref="action_report_crm_opportunity"/>
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</record>
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<menuitem name="Leads Analysis" id="menu_report_crm_leads_tree"
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parent="base.next_id_64" action="action_report_crm_lead" />
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<menuitem name="Opportunities Analysis" id="menu_report_crm_opportunities_tree"
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parent="base.next_id_64" action="action_report_crm_opportunity" />
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</data>
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</openerp>
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