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" invisible="1"/>
  18                 <field name="priority" invisible="1"/>
  19                 <field name="month" invisible="1"/>
  20                 <field name="section_id" invisible="1"/>
  21                 <field name="user_id" invisible="1"/>
  22                 <field name="company_id" invisible="1"/>
  23                 <field name="partner_id" invisible="1"/>
  24                 <field name="day" invisible="1"/>
  25                 <field name="nbr" sum="# Leads"/>
  26                 <field name="email" sum="# Mails"/>
  27                 <field name="delay_open"/>
  28                 <field name="delay_close"/>
  29                 <field name="delay_expected"/>
  30                 <field name="avg_answers"/>
  31              </tree>
  32             </field>
  33         </record>
  34
  35 <!-- Leads by user and section Graph View -->
  36
  37         <record id="view_report_crm_lead_graph" model="ir.ui.view">
  38             <field name="name">crm.lead.report.graph</field>
  39             <field name="model">crm.lead.report</field>
  40             <field name="type">graph</field>
  41             <field name="arch" type="xml">
  42                 <graph orientation="vertical" string="Leads Analysis" type="bar">
  43                     <field name="stage_id"/>
  44                     <field name="planned_revenue" operator="+"/>
  45                     <field group="True" name="user_id"/>
  46                 </graph>
  47             </field>
  48         </record>
  49
  50 <!-- Leads by user and section Search View -->
  51
  52         <record id="view_report_crm_lead_filter" model="ir.ui.view">
  53             <field name="name">crm.lead.report.select</field>
  54             <field name="model">crm.lead.report</field>
  55             <field name="type">search</field>
  56             <field name="arch" type="xml">
  57                 <search string="Leads Analysis">
  58                     <group col="20" colspan="8">
  59                         <filter string="Last 365 Days" icon="terp-go-year"
  60                             domain="[('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
  61                         <filter string="Last 30 Days" icon="terp-go-month" name="this_month"
  62                             domain="[('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
  63                         <filter icon="terp-go-week" string="7 Days" separator="1"
  64                             domain="[('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
  65                         <separator orientation="vertical" />
  66                         <filter icon="terp-check"
  67                             string="Current"
  68                             domain="[('state','in',('draft','open'))]"/>
  69                         <filter icon="terp-check"
  70                             string="Pending"
  71                             domain="[('state','=','pending')]"/>
  72                         <filter icon="terp-check"
  73                             string="Closed"
  74                             domain="[('state','=','done')]"/>
  75                         <separator orientation="vertical" />
  76                         <field name="section_id"
  77                             default="context.get('section_id', False)"
  78                             widget="selection"
  79                             context="{'invisible_section': False}">
  80                             <filter icon="terp-crm"
  81                                 context="{'invisible_section': False}"
  82                                 domain="[('section_id.user_id','=',uid)]"
  83                                 help="My section" />
  84                         </field>
  85                         <field name="user_id">
  86                             <filter icon="terp-personal+" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
  87                         </field>
  88                    </group>
  89                    <newline/>
  90                    <group  expand="1" string="Group By...">
  91                         <filter string="User" name="user" icon="terp-personal"
  92                             domain="[]" context="{'group_by':'user_id'}" />
  93                        <filter string="Partner" icon="terp-personal" context="{'group_by':'partner_id'}" />
  94                         <separator orientation="vertical" />
  95                         <filter string="Section" icon="terp-personal+"
  96                             domain="[]"
  97                             context="{'group_by':'section_id'}" />
  98                         <filter string="Category" icon="terp-stock_symbol-selection"
  99                             domain="[]" context="{'group_by':'categ_id'}" />
 100                         <separator orientation="vertical" />
 101                         <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 102                         <separator orientation="vertical"/>
 103                         <filter string="Priority"  icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 104                         <separator orientation="vertical" />
 105                         <filter string="State" icon="terp-stock_effects-object-colorize"
 106                             domain="[]" context="{'group_by':'state'}" />
 107                         <separator orientation="vertical" />
 108                         <filter string="Company" icon="terp-go-home"
 109                             domain="[]"
 110                             context="{'group_by':'company_id'}" />
 111                         <separator orientation="vertical" />
 112                         <filter string="Day" icon="terp-go-today"
 113                             domain="[]" context="{'group_by':'day'}"/>
 114                         <filter string="Month" icon="terp-go-month"
 115                             domain="[]" context="{'group_by':'month'}" />
 116                         <filter string="Year" icon="terp-go-year"
 117                             domain="[]" context="{'group_by':'name'}" />
 118                   </group>
 119                   <newline/>
 120                   <group  expand="0" string="Extended options..." groups="base.group_extended">
 121                       <field name="partner_id"/>
 122                       <separator orientation="vertical"/>
 123                       <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 124                       <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 125                       <separator orientation="vertical"/>
 126                       <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 127                       <newline/>
 128                       <field name="creation_date"/>
 129                       <field name="opening_date"/>
 130                       <field name="date_closed"/>
 131                   </group>
 132                </search>
 133             </field>
 134         </record>
 135
 136 <!--     Opportunity tree view  -->
 137
 138     <record id="view_report_crm_opportunity_tree" model="ir.ui.view">
 139             <field name="name">crm.lead.report.tree</field>
 140             <field name="model">crm.lead.report</field>
 141             <field name="type">tree</field>
 142             <field name="arch" type="xml">
 143             <tree string="Opportunities Analysis">
 144                 <field name="name" invisible="1"/>
 145                 <field name="month" invisible="1"/>
 146                 <field name="section_id" invisible="1" groups="base.group_extended"/>
 147                 <field name="user_id" invisible="1"/>
 148                 <field name="partner_id" invisible="1"/>
 149                 <field name="day" invisible="1"/>
 150                 <field name="state"  invisible="1"/>
 151                 <field name="stage_id"  invisible="1"/>
 152                 <field name="priority"  invisible="1"/>
 153                 <field name="categ_id" invisible="1"/>
 154                 <field name="type" invisible="1"/>
 155                 <field name="company_id" invisible="1" groups="base.group_multi_company"/>
 156                 <field name="nbr" string="#Opportunities" sum="#Opportunities"/>
 157                 <field name="planned_revenue" sum="Planned Revenues"/>
 158                 <field name="email" sum="# of Emails"/>
 159                 <field name="delay_open" sum='Delay to open'/>
 160                 <field name="delay_close" sum='Delay to close'/>
 161                 <field name="delay_expected"/>
 162                 <field name="probability" widget="progressbar"/>
 163              </tree>
 164             </field>
 165         </record>
 166
 167 <!-- Leads by user and section Action -->
 168
 169         <record id="action_report_crm_lead" model="ir.actions.act_window">
 170             <field name="name">Leads Analysis</field>
 171             <field name="res_model">crm.lead.report</field>
 172             <field name="view_type">form</field>
 173             <field name="context">{'search_default_lead':1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 174             <field name="view_mode">tree,graph</field>
 175             <field name="domain">[('type', '=', 'lead')]</field>
 176         </record>
 177
 178        <record model="ir.actions.act_window.view" id="action_report_crm_lead_tree">
 179             <field name="sequence" eval="1"/>
 180             <field name="view_mode">tree</field>
 181             <field name="view_id" ref="view_report_crm_lead_tree"/>
 182             <field name="act_window_id" ref="action_report_crm_lead"/>
 183        </record>
 184
 185        <record model="ir.actions.act_window.view" id="action_report_crm_lead_graph">
 186             <field name="sequence" eval="2"/>
 187             <field name="view_mode">graph</field>
 188             <field name="view_id" ref="view_report_crm_lead_graph"/>
 189             <field name="act_window_id" ref="action_report_crm_lead"/>
 190        </record>
 191
 192        <record id="action_report_crm_opportunity" model="ir.actions.act_window">
 193             <field name="name">Opportunities Analysis</field>
 194             <field name="res_model">crm.lead.report</field>
 195             <field name="view_type">form</field>
 196             <field name="context">{"search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 197             <field name="view_mode">tree,graph</field>
 198             <field name="domain">[('type', '=', 'opportunity')]</field>
 199         </record>
 200
 201        <record model="ir.actions.act_window.view" id="action_report_crm_opportunity_tree">
 202             <field name="sequence" eval="1"/>
 203             <field name="view_mode">tree</field>
 204             <field name="view_id" ref="view_report_crm_opportunity_tree"/>
 205             <field name="act_window_id" ref="action_report_crm_opportunity"/>
 206        </record>
 207
 208        <record model="ir.actions.act_window.view" id="action_report_crm_opportunity_graph">
 209             <field name="sequence" eval="2"/>
 210             <field name="view_mode">graph</field>
 211             <field name="view_id" ref="view_report_crm_lead_graph"/>
 212             <field name="act_window_id" ref="action_report_crm_opportunity"/>
 213        </record>
 214
 215        <menuitem name="Leads Analysis" id="menu_report_crm_leads_tree"
 216             groups="base.group_extended"
 217            parent="base.next_id_64" action="action_report_crm_lead" sequence="3"/>
 218
 219        <menuitem name="Opportunities Analysis" id="menu_report_crm_opportunities_tree"
 220            parent="base.next_id_64" action="action_report_crm_opportunity" sequence="4"/>
 221
 222     </data>
 223 </openerp>