256 lines
15 KiB
XML
256 lines
15 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_id" invisible="1"/>
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<field name="channel_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="country_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"/>
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<field name="delay_close"/>
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<field name="planned_revenue"/>
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</tree>
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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="vertical" string="Leads Analysis" type="bar">
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<field name="stage_id"/>
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<field name="nbr" operator="+"/>
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<field group="True" name="user_id"/>
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</graph>
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</field>
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</record>
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<record id="view_report_crm_opportunity_graph" model="ir.ui.view">
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<field name="name">crm.opportunity.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="vertical" string="Leads Analysis" type="bar">
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<field name="stage_id"/>
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<field name="planned_revenue" 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="20" 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="Leads/Opportunities 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','<=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','>=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
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help="Leads/Opportunities created in current month"/>
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<filter icon="terp-go-month" string=" Month-1 " separator="1"
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domain="[('create_date','<=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','>=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
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help="Leads/Opportunities created in last month"/>
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<separator orientation="vertical" />
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<filter icon="terp-check"
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string="Active"
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domain="[('state','in',('draft','open'))]"
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help="Leads/Opportunities which are in draft and open state"/>
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<filter icon="gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"
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help="Leads/Opportunities which are in pending state"/>
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<filter icon="terp-dialog-close"
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string="Closed"
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domain="[('state','=','done')]"
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help="Leads/Opportunities which are in done state"/>
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<separator orientation="vertical" />
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<field name="section_id"
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context="{'invisible_section': False}">
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<filter icon="terp-personal+" groups="base.group_extended"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My Sales Team(s)" />
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</field>
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<field name="user_id" string="Salesman">
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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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<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"/>
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<field name="type_id" widget="selection"/>
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<field name="channel_id" widget="selection"/>
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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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<newline/>
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<group expand="1" string="Group By...">
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<filter string="Salesman" name="user" 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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<filter string="Partner" icon="terp-partner" context="{'group_by':'partner_id'}" />
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<filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
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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="Stage" name="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
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<filter string="Category" name="Category" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<filter string="Campaign" icon="terp-gtk-jump-to-rtl"
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domain="[]" context="{'group_by':'type_id'}" />
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<filter string="Channel" icon="terp-call-start"
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domain="[]" context="{'group_by':'channel_id'}" />
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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="Day" icon="terp-go-today"
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domain="[]" context="{'group_by':'day'}" help="Day on which lead/opportunity is created"/>
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<filter string="Month" icon="terp-go-month"
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domain="[]" context="{'group_by':'month'}" help="Month in which lead/opportunity is created"/>
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<filter string="Year" icon="terp-go-year"
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domain="[]" context="{'group_by':'name'}" help="Year in which lead/opportunity is created"/>
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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 colors="blue:state in ('draft');black:state in ('open','pending','done');gray:state in ('cancel') " string="Opportunities 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="country_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_id" invisible="1"/>
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<field name="channel_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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<field name="probable_revenue"/>
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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_filter_lead': 1, 'search_default_lead':1, "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')]</field>
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<field name="help">Leads Analysis allows you to check different CRM related information. Check for treatment delays, number of responses given and emails sent. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
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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_filter_opportunity":1, "search_default_opportunity": 1, "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="help">Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the teams of the sales pipeline.</field>
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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_opportunity_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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groups="base.group_extended"
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parent="base.next_id_64" action="action_report_crm_lead" sequence="3"/>
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<menuitem name="Opportunities Analysis" id="menu_report_crm_opportunities_tree"
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groups="base.group_extended"
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parent="base.next_id_64" action="action_report_crm_opportunity" sequence="4"/>
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</data>
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</openerp>
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