addons/crm_partner_assign/report/crm_lead_report_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <!--     Opportunity tree view  -->
   6         <record id="view_report_crm_lead_assign_filter" model="ir.ui.view">
   7             <field name="name">crm.lead.report.assign.select</field>
   8             <field name="model">crm.lead.report.assign</field>
   9             <field name="type">search</field>
  10             <field name="arch" type="xml">
  11                 <search string="Leads Analysis">
  12                     <group col="20" colspan="8">
  13                         <filter string="Last 30 Days" icon="terp-go-month" name="this_month"
  14                             domain="[('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
  15                         <filter icon="terp-go-week" string="7 Days" separator="1"
  16                             domain="[('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
  17                         <separator orientation="vertical" />
  18                         <filter icon="terp-check"
  19                             string="Current"
  20                             domain="[('state','in',('draft','open'))]"/>
  21                         <filter icon="terp-dialog-close"
  22                             string="Closed"
  23                             domain="[('state','=','done')]"/>
  24                         <separator orientation="vertical" />
  25                         <field name="section_id"
  26                             widget="selection"
  27                             context="{'invisible_section': False}"/>
  28                         <field name="grade_id"/>
  29                         <field name="user_id"/>
  30                         <field name="partner_assigned_id"/>
  31                    </group>
  32                    <newline/>
  33                    <group  expand="0" string="Extended Filters..." groups="base.group_extended">
  34                       <field name="partner_id"/>
  35                       <separator orientation="vertical"/>
  36                       <field name="stage_id" widget="selection" domain="[('type', '=', 'opportunity')]" />
  37                       <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
  38                       <separator orientation="vertical"/>
  39                       <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  40                       <newline/>
  41                       <field name="creation_date"/>
  42                       <field name="opening_date"/>
  43                       <field name="date_closed"/>
  44                    </group>
  45                    <newline/>
  46                    <group  expand="1" string="Group By...">
  47                        <filter string="Salesman" name="user" icon="terp-personal"
  48                             domain="[]" context="{'group_by':'user_id'}" />
  49                        <filter string="Partner" icon="terp-partner" context="{'group_by':'partner_assigned_id'}" />
  50                        <filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
  51                         <separator orientation="vertical" />
  52                         <filter string="Section" icon="terp-personal+"
  53                             domain="[]"
  54                             context="{'group_by':'section_id'}" />
  55                         <filter string="Grade" name="group_grade" icon="terp-stock_symbol-selection"
  56                             domain="[]" context="{'group_by':'grade_id'}" />
  57                         <filter string="Category" icon="terp-stock_symbol-selection"
  58                             domain="[]" context="{'group_by':'categ_id'}" />
  59
  60                         <separator orientation="vertical" />
  61                         <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
  62                         <separator orientation="vertical"/>
  63                         <filter string="Priority"  icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
  64                         <separator orientation="vertical" />
  65                         <filter string="State" icon="terp-stock_effects-object-colorize"
  66                             domain="[]" context="{'group_by':'state'}" />
  67                         <separator orientation="vertical" />
  68                         <filter string="Company" icon="terp-go-home"
  69                             domain="[]"
  70                             context="{'group_by':'company_id'}" />
  71                         <separator orientation="vertical" />
  72                         <filter string="Assign Date" icon="terp-go-today"
  73                             domain="[]"
  74                             name="group_partner_date"
  75                             context="{'group_by':'date_assign'}"/>
  76                         <separator orientation="vertical"/>
  77                         <filter string="Day" icon="terp-go-today"
  78                             domain="[]" context="{'group_by':'day'}"/>
  79                         <filter string="Month" icon="terp-go-month"
  80                             domain="[]" context="{'group_by':'month'}" />
  81                         <filter string="Year" icon="terp-go-year"
  82                             domain="[]" context="{'group_by':'year'}" />
  83                   </group>
  84
  85                </search>
  86             </field>
  87         </record>
  88
  89 <!-- Crm Lead Assign report Graph View -->
  90
  91         <record id="view_report_crm_lead_assign_graph" model="ir.ui.view">
  92             <field name="name">crm.lead.assign.graph</field>
  93             <field name="model">crm.lead.report.assign</field>
  94             <field name="type">graph</field>
  95             <field name="arch" type="xml">
  96                 <graph orientation="horizontal" string="Lead Assign" type="bar">
  97                     <field name="state"/>
  98                     <field name="nbr" operator="+"/>
  99                     <field group="True" name="user_id"/>
 100                 </graph>
 101             </field>
 102         </record>
 103
 104         <record id="view_report_crm_opportunity_assign_tree" model="ir.ui.view">
 105             <field name="name">crm.lead.assign.report.tree</field>
 106             <field name="model">crm.lead.report.assign</field>
 107             <field name="type">tree</field>
 108             <field name="arch" type="xml">
 109             <tree string="Opportunities Assignment Analysis">
 110                 <field name="year" invisible="1"/>
 111                 <field name="month" invisible="1"/>
 112                 <field name="date_assign" invisible="1"/>
 113                 <field name="section_id" invisible="1" groups="base.group_extended"/>
 114                 <field name="user_id" invisible="1"/>
 115                 <field name="grade_id" invisible="1" widget="selection"/>
 116                 <field name="partner_assigned_id" invisible="1"/>
 117                 <field name="partner_id" invisible="1"/>
 118                 <field name="country_id" invisible="1"/>
 119                 <field name="day" invisible="1"/>
 120                 <field name="state"  invisible="1"/>
 121                 <field name="stage_id"  invisible="1"/>
 122                 <field name="priority"  invisible="1"/>
 123                 <field name="categ_id" invisible="1"/>
 124                 <field name="type" invisible="1"/>
 125                 <field name="company_id" invisible="1" groups="base.group_multi_company"/>
 126                 <field name="nbr" string="#Opportunities" sum="#Opportunities"/>
 127                 <field name="planned_revenue" sum="Planned Revenues"/>
 128                 <field name="delay_open" sum='Delay to open'/>
 129                 <field name="delay_close" sum='Delay to close'/>
 130                 <field name="delay_expected"/>
 131                 <field name="probability" widget="progressbar"/>
 132                 <field name="probability_max" widget="progressbar"/>
 133                 <field name="probable_revenue"/>
 134              </tree>
 135             </field>
 136        </record>
 137
 138        <!-- Leads by user and section Action -->
 139
 140        <record id="action_report_crm_opportunity_assign" model="ir.actions.act_window">
 141             <field name="name">Opp. Assignment Analysis</field>
 142             <field name="res_model">crm.lead.report.assign</field>
 143             <field name="view_type">form</field>
 144             <field name="context">{"search_default_group_partner_date": 1, "search_default_group_grade":1,'group_by_no_leaf':1,'group_by':[]}</field>
 145             <field name="view_mode">tree</field>
 146             <field name="domain">[('type', '=', 'opportunity')]</field>
 147         </record>
 148
 149        <record model="ir.actions.act_window.view" id="action_report_crm_opportunity_assign_tree">
 150             <field name="sequence" eval="1"/>
 151             <field name="view_mode">tree</field>
 152             <field name="view_id" ref="view_report_crm_opportunity_assign_tree"/>
 153             <field name="act_window_id" ref="action_report_crm_opportunity_assign"/>
 154        </record>
 155
 156        <record model="ir.actions.act_window.view" id="action_report_crm_lead_assign_graph">
 157             <field name="sequence" eval="2"/>
 158             <field name="view_mode">graph</field>
 159             <field name="view_id" ref="view_report_crm_lead_assign_graph"/>
 160             <field name="act_window_id" ref="action_report_crm_opportunity_assign"/>
 161        </record>
 162
 163        <menuitem id="menu_report_crm_opportunities_assign_tree"
 164            groups="base.group_extended"
 165            parent="base.next_id_64" action="action_report_crm_opportunity_assign" sequence="5"/>
 166
 167     </data>
 168 </openerp>