77 lines
3.8 KiB
XML
77 lines
3.8 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- Opportunity tree view -->
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<record id="view_report_crm_lead_assign_filter" model="ir.ui.view">
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<field name="name">crm.lead.report.assign.select</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<search string="Leads Analysis">
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<field name="section_id" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
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<field name="grade_id"/>
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<field name="user_id"/>
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<field name="partner_assigned_id"/>
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<group expand="0" string="Extended Filters...">
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<field name="partner_id"/>
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<separator/>
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<field name="stage_id" widget="selection" domain="[('section_ids', '=', 'section_id')]"/>
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<separator />
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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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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<group expand="1" string="Group By">
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<filter string="Salesperson" name="user"
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context="{'group_by':'user_id'}" />
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<filter string="Sales Team" context="{'group_by':'section_id'}"
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groups="base.group_multi_salesteams"/>
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<filter string="Country" context="{'group_by':'country_id'}" />
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<filter string="Stage" context="{'group_by':'stage_id'}"/>
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<filter string="Company" context="{'group_by':'company_id'}" />
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<separator/>
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<filter string="Assign Month" context="{'group_by':'date_assign:month'}"/>
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</group>
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</search>
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</field>
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</record>
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<!-- Crm Lead Assign report Graph View -->
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<record id="view_report_crm_lead_assign_graph" model="ir.ui.view">
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<field name="name">crm.lead.assign.graph</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<graph string="Lead Assign" type="pivot" stacked="True">
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<field name="stage_id" type="row"/>
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<field name="date_assign" interval="month" type="col"/>
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<field name="delay_open" type="measure"/>
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<field name="probability" type="measure"/>
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</graph>
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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_opportunity_assign" model="ir.actions.act_window">
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<field name="name">Opp. Assignment Analysis</field>
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<field name="res_model">crm.lead.report.assign</field>
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<field name="view_type">form</field>
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<field name="context">{'default_type': 'opportunity', 'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_mode">graph</field>
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<field name="domain">[('type', '=', 'opportunity')]</field>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_lead_assign_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_assign_graph"/>
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<field name="act_window_id" ref="action_report_crm_opportunity_assign"/>
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</record>
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<menuitem id="menu_report_crm_opportunities_assign_tree"
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parent="base.next_id_64" action="action_report_crm_opportunity_assign" sequence="20"/>
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</data>
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</openerp>
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