addons/crm/report/crm_lead_report_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5 <!-- Leads by user and section Tree View -->
   6
   7         <record id="view_report_crm_lead_tree" model="ir.ui.view">
   8             <field name="name">crm.lead.report.tree</field>
   9             <field name="model">crm.lead.report</field>
  10             <field name="type">tree</field>
  11             <field name="arch" type="xml">
  12             <tree string="Leads Analysis">
  13                 <field name="name" invisible="1"/>
  14                 <field name="state"  invisible="1"/>
  15                 <field name="stage_id"  invisible="1"/>
  16                 <field name="categ_id" invisible="1"/>
  17                 <field name="type_id" invisible="1"/>
  18                 <field name="channel_id" invisible="1"/>
  19                 <field name="type" invisible="1"/>
  20                 <field name="priority" invisible="1"/>
  21                 <field name="creation_month" invisible="1"/>
  22                 <field name="deadline_month" invisible="1"/>
  23                 <field name="section_id" invisible="1"/>
  24                 <field name="user_id" invisible="1"/>
  25                 <field name="company_id" invisible="1"/>
  26                 <field name="partner_id" invisible="1"/>
  27                 <field name="country_id" invisible="1"/>
  28                 <field name="day" invisible="1"/>
  29                 <field name="nbr" sum="# Leads"/>
  30                 <field name="email" sum="# Mails"/>
  31                 <field name="delay_open"/>
  32                 <field name="delay_close"/>
  33                 <field name="planned_revenue"/>
  34              </tree>
  35             </field>
  36         </record>
  37
  38 <!-- Leads by user and section Graph View -->
  39
  40         <record id="view_report_crm_lead_graph" model="ir.ui.view">
  41             <field name="name">crm.lead.report.graph</field>
  42             <field name="model">crm.lead.report</field>
  43             <field name="type">graph</field>
  44             <field name="arch" type="xml">
  45                 <graph orientation="vertical" string="Leads Analysis" type="bar">
  46                     <field name="stage_id"/>
  47                     <field name="nbr" operator="+"/>
  48                     <field group="True" name="user_id"/>
  49                 </graph>
  50             </field>
  51         </record>
  52
  53         <record id="view_report_crm_opportunity_graph" model="ir.ui.view">
  54             <field name="name">crm.opportunity.report.graph</field>
  55             <field name="model">crm.lead.report</field>
  56             <field name="type">graph</field>
  57             <field name="arch" type="xml">
  58                 <graph orientation="vertical" string="Leads Analysis" type="bar">
  59                     <field name="stage_id"/>
  60                     <field name="planned_revenue" operator="+"/>
  61                     <field group="True" name="user_id"/>
  62                 </graph>
  63             </field>
  64         </record>
  65
  66 <!-- Leads by user and section Search View -->
  67
  68         <record id="view_report_crm_lead_filter" model="ir.ui.view">
  69             <field name="name">crm.lead.report.select</field>
  70             <field name="model">crm.lead.report</field>
  71             <field name="type">search</field>
  72             <field name="arch" type="xml">
  73                 <search string="Leads Analysis">
  74                     <group>
  75                         <filter icon="terp-personal"
  76                                 name="lead"
  77                             string="Lead"
  78                             domain="[('type','=', 'lead')]"
  79                             help="Show only lead"/>
  80                         <filter icon="terp-personal+"
  81                             string="Opportunity"
  82                             name="opportunity"
  83                             domain="[('type','=','opportunity')]"
  84                             help="Show only opportunity"/>
  85                         <separator orientation="vertical" />
  86                         <filter string="  Year  " icon="terp-go-year"
  87                             domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
  88                             help="Leads/Opportunities created in current year"/>
  89                         <filter string="   Month   " icon="terp-go-month" name="this_month"
  90                             domain="[('create_date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
  91                             help="Leads/Opportunities created in current month"/>
  92                         <filter icon="terp-go-month" string="    Month-1    "
  93                             domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
  94                             help="Leads/Opportunities created in last month"/>
  95
  96                         <separator orientation="vertical" />
  97                         <filter icon="terp-check"
  98                             string="New"
  99                             domain="[('state','=','draft')]"
 100                             help="Leads/Opportunities which are in New state"/>
 101                                                 <filter icon="terp-camera_test"
 102                             string="Open"
 103                             domain="[('state','=','open')]"
 104                             help="Leads/Opportunities which are in open state"/>
 105                         <filter icon="gtk-media-pause"
 106                             string="Pending"
 107                             domain="[('state','=','pending')]"
 108                             help="Leads/Opportunities which are in pending state"/>
 109                         <filter icon="terp-dialog-close"
 110                             string="Closed"
 111                             domain="[('state','=','done')]"
 112                             help="Leads/Opportunities which are in done state"/>
 113
 114                         <separator orientation="vertical" />
 115                         <field name="section_id"
 116                             context="{'invisible_section': False}">
 117                             <filter icon="terp-personal+" groups="base.group_extended"
 118                                 context="{'invisible_section': False}"
 119                                 domain="[('section_id.user_id','=',uid)]"
 120                                 help="My Sales Team(s)" />
 121                         </field>
 122                         <field name="user_id" string="Salesman">
 123                             <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
 124                         </field>
 125                     </group>
 126                     <newline/>
 127                     <group expand="0" string="Extended Filters..." groups="base.group_extended">
 128                         <field name="partner_id"/>
 129                         <separator orientation="vertical"/>
 130                         <field name="stage_id" widget="selection" domain="[('section_ids', '=', 'section_id')]" />
 131                         <field name="categ_id" widget="selection"/>
 132                         <field name="type_id" widget="selection"/>
 133                         <field name="channel_id" widget="selection"/>
 134                         <separator orientation="vertical"/>
 135                         <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 136                         <newline/>
 137                         <field name="creation_date"/>
 138                         <field name="opening_date"/>
 139                         <field name="date_closed"/>
 140                     </group>
 141                     <newline/>
 142                     <group expand="1" string="Group By...">
 143                         <filter string="Salesman" name="user" icon="terp-personal"
 144                             domain="[]" context="{'group_by':'user_id'}" />
 145                         <filter string="Sales Team" icon="terp-personal+"
 146                             domain="[]"
 147                             context="{'group_by':'section_id'}" />
 148                         <filter string="Partner" icon="terp-partner" context="{'group_by':'partner_id'}" />
 149                         <filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
 150                         <filter string="Company" icon="terp-go-home"
 151                             domain="[]"
 152                             context="{'group_by':'company_id'}"
 153                             groups="base.group_multi_company"/>
 154                         <separator orientation="vertical" />
 155                         <filter string="Stage" name="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 156                         <filter string="Priority"  icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 157                         <filter string="Category" name="Category" icon="terp-stock_symbol-selection"
 158                             domain="[]" context="{'group_by':'categ_id'}" />
 159                         <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 160                             domain="[]" context="{'group_by':'type_id'}" />
 161                         <filter string="Channel" icon="terp-call-start"
 162                             domain="[]" context="{'group_by':'channel_id'}" />
 163                         <separator orientation="vertical" />
 164                         <filter string="State" icon="terp-stock_effects-object-colorize"
 165                             domain="[]" context="{'group_by':'state'}" />
 166                         <separator orientation="vertical" />
 167                         <filter string="Creation Date" icon="terp-go-month"
 168                             domain="[]" context="{'group_by':'creation_month'}"/>
 169                         <filter string="Exp. Closing"  icon="terp-go-month"
 170                             domain="[]" context="{'group_by':'deadline_month'}"/>
 171                     </group>
 172                 </search>
 173             </field>
 174         </record>
 175
 176 <!--     Opportunity tree view  -->
 177
 178         <record id="view_report_crm_opportunity_tree" model="ir.ui.view">
 179             <field name="name">crm.lead.report.tree</field>
 180             <field name="model">crm.lead.report</field>
 181             <field name="type">tree</field>
 182             <field name="arch" type="xml">
 183             <tree colors="blue:state == 'draft';black:state in ('open','pending','done');gray:state == 'cancel' " string="Opportunities Analysis">
 184                 <field name="name" invisible="1"/>
 185                 <field name="creation_month" invisible="1"/>
 186                 <field name="deadline_month" invisible="1"/>
 187                 <field name="section_id" invisible="1" groups="base.group_extended"/>
 188                 <field name="user_id" invisible="1"/>
 189                 <field name="partner_id" invisible="1"/>
 190                 <field name="country_id" invisible="1"/>
 191                 <field name="day" invisible="1"/>
 192                 <field name="state"  invisible="1"/>
 193                 <field name="stage_id"  invisible="1"/>
 194                 <field name="priority"  invisible="1"/>
 195                 <field name="categ_id" invisible="1"/>
 196                 <field name="type_id" invisible="1"/>
 197                 <field name="channel_id" invisible="1"/>
 198                 <field name="type" invisible="1"/>
 199                 <field name="company_id" invisible="1" groups="base.group_multi_company"/>
 200                 <field name="nbr" string="#Opportunities" sum="#Opportunities"/>
 201                 <field name="planned_revenue" sum="Planned Revenues"/>
 202                 <field name="email" sum="# of Emails"/>
 203                 <field name="delay_open" sum='Delay to open'/>
 204                 <field name="delay_close" sum='Delay to close'/>
 205                 <field name="delay_expected"/>
 206                 <field name="probability" widget="progressbar"/>
 207                 <field name="probable_revenue"/>
 208              </tree>
 209             </field>
 210         </record>
 211
 212 <!-- Leads by user and section Action -->
 213
 214        <record id="action_report_crm_lead" model="ir.actions.act_window">
 215            <field name="name">Leads Analysis</field>
 216            <field name="res_model">crm.lead.report</field>
 217            <field name="view_type">form</field>
 218            <field name="context">{'search_default_lead': 1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]}</field>
 219            <field name="view_mode">tree,graph</field>
 220            <field name="domain">[]</field>
 221            <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>
 222        </record>
 223        <record model="ir.actions.act_window.view" id="action_report_crm_lead_tree">
 224             <field name="sequence" eval="1"/>
 225             <field name="view_mode">tree</field>
 226             <field name="view_id" ref="view_report_crm_lead_tree"/>
 227             <field name="act_window_id" ref="action_report_crm_lead"/>
 228        </record>
 229        <record model="ir.actions.act_window.view" id="action_report_crm_lead_graph">
 230             <field name="sequence" eval="2"/>
 231             <field name="view_mode">graph</field>
 232             <field name="view_id" ref="view_report_crm_lead_graph"/>
 233             <field name="act_window_id" ref="action_report_crm_lead"/>
 234        </record>
 235
 236        <record id="action_report_crm_opportunity" model="ir.actions.act_window">
 237             <field name="name">Opportunities Analysis</field>
 238             <field name="res_model">crm.lead.report</field>
 239             <field name="view_type">form</field>
 240             <field name="context">{"search_default_opportunity":1,"search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 241             <field name="view_mode">tree,graph</field>
 242             <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>
 243         </record>
 244
 245        <record model="ir.actions.act_window.view" id="action_report_crm_opportunity_tree">
 246             <field name="sequence" eval="1"/>
 247             <field name="view_mode">tree</field>
 248             <field name="view_id" ref="view_report_crm_opportunity_tree"/>
 249             <field name="act_window_id" ref="action_report_crm_opportunity"/>
 250        </record>
 251
 252        <record model="ir.actions.act_window.view" id="action_report_crm_opportunity_graph">
 253             <field name="sequence" eval="2"/>
 254             <field name="view_mode">graph</field>
 255             <field name="view_id" ref="view_report_crm_opportunity_graph"/>
 256             <field name="act_window_id" ref="action_report_crm_opportunity"/>
 257        </record>
 258
 259        <menuitem name="Leads Analysis" id="menu_report_crm_leads_tree"
 260             groups="base.group_extended"
 261             parent="base.next_id_64" action="action_report_crm_lead" sequence="3"/>
 262
 263        <menuitem name="Opportunities Analysis" id="menu_report_crm_opportunities_tree"
 264             groups="base.group_extended"
 265             parent="base.next_id_64" action="action_report_crm_opportunity" sequence="4"/>
 266
 267     </data>
 268 </openerp>