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