1 <?xml version="1.0" encoding="utf-8"?>
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','>',(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','>',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
17 <separator orientation="vertical" />
18 <filter icon="terp-check"
20 domain="[('state','in',('draft','open'))]"/>
21 <filter icon="terp-dialog-close"
23 domain="[('state','=','done')]"/>
24 <separator orientation="vertical" />
25 <field name="section_id"
27 context="{'invisible_section': False}"/>
28 <field name="grade_id"/>
29 <field name="user_id"/>
30 <field name="partner_assigned_id"/>
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"/>
41 <field name="creation_date"/>
42 <field name="opening_date"/>
43 <field name="date_closed"/>
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+"
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'}" />
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"
70 context="{'group_by':'company_id'}" />
71 <separator orientation="vertical" />
72 <filter string="Partner Date" icon="terp-go-today"
74 name="group_partner_date"
75 context="{'group_by':'partner_date'}"/>
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':'name'}" />
89 <!-- Crm Lead Assign report Graph View -->
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">
98 <field name="nbr" operator="+"/>
99 <field group="True" name="user_id"/>
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="name" invisible="1"/>
111 <field name="month" invisible="1"/>
112 <field name="partner_date" 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"/>
138 <!-- Leads by user and section Action -->
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>
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"/>
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"/>
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"/>