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="arch" type="xml">
  10                 <search string="Leads Analysis">
  11                     <filter icon="terp-check" string="Current" domain="[('state','in',('draft','open'))]"/>
  12                     <filter icon="terp-dialog-close" string="Closed" domain="[('state','=','done')]"/>
  13                     <field name="section_id" context="{'invisible_section': False}"/>
  14                     <field name="grade_id"/>
  15                     <field name="user_id"/>
  16                     <field name="partner_assigned_id"/>
  17                     <group  expand="0" string="Extended Filters...">
  18                       <field name="partner_id"/>
  19                       <separator/>
  20                       <field name="stage_id" widget="selection" domain="[('section_ids', '=', 'section_id')]"/>
  21                       <separator />
  22                       <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  23                       <field name="creation_date"/>
  24                       <field name="opening_date"/>
  25                       <field name="date_closed"/>
  26                     </group>
  27                     <group  expand="1" string="Group By...">
  28                         <filter string="Salesperson" name="user" icon="terp-personal"
  29                             domain="[]" context="{'group_by':'user_id'}" />
  30                         <filter string="Partner" icon="terp-partner" context="{'group_by':'partner_assigned_id'}" />
  31                         <filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
  32                         <filter string="Section" icon="terp-personal+"
  33                                 domain="[]"
  34                                 context="{'group_by':'section_id'}" />
  35                         <filter string="Grade" name="group_grade" icon="terp-stock_symbol-selection"
  36                                 domain="[]" context="{'group_by':'grade_id'}" />
  37                         <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
  38                         <filter string="Priority"  icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
  39                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
  40                         <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}" />
  41                         <filter string="Assign Date" icon="terp-go-today" domain="[]" name="group_partner_date" context="{'group_by':'date_assign'}"/>
  42                         <filter string="Day" icon="terp-go-today" domain="[]" context="{'group_by':'day'}"/>
  43                         <filter string="Month" icon="terp-go-month" domain="[]" context="{'group_by':'month'}" />
  44                         <filter string="Year" icon="terp-go-year" domain="[]" context="{'group_by':'year'}" />
  45                     </group>
  46                 </search>
  47             </field>
  48         </record>
  49
  50 <!-- Crm Lead Assign report Graph View -->
  51
  52         <record id="view_report_crm_lead_assign_graph" model="ir.ui.view">
  53             <field name="name">crm.lead.assign.graph</field>
  54             <field name="model">crm.lead.report.assign</field>
  55             <field name="arch" type="xml">
  56                 <graph orientation="horizontal" string="Lead Assign" type="bar">
  57                     <field name="state"/>
  58                     <field name="nbr" operator="+"/>
  59                     <field group="True" name="user_id"/>
  60                 </graph>
  61             </field>
  62         </record>
  63
  64         <record id="view_report_crm_opportunity_assign_tree" model="ir.ui.view">
  65             <field name="name">crm.lead.assign.report.tree</field>
  66             <field name="model">crm.lead.report.assign</field>
  67             <field name="arch" type="xml">
  68             <tree string="Opportunities Assignment Analysis" create="false">
  69                 <field name="year" invisible="1"/>
  70                 <field name="month" invisible="1"/>
  71                 <field name="date_assign" invisible="1"/>
  72                 <field name="section_id" invisible="1"/>
  73                 <field name="user_id" invisible="1"/>
  74                 <field name="grade_id" invisible="1" widget="selection"/>
  75                 <field name="partner_assigned_id" invisible="1"/>
  76                 <field name="partner_id" invisible="1"/>
  77                 <field name="country_id" invisible="1"/>
  78                 <field name="day" invisible="1"/>
  79                 <field name="state"  invisible="1"/>
  80                 <field name="stage_id"  invisible="1"/>
  81                 <field name="priority"  invisible="1"/>
  82                 <field name="type" invisible="1"/>
  83                 <field name="company_id" invisible="1" groups="base.group_multi_company"/>
  84                 <field name="nbr" string="#Opportunities" sum="#Opportunities"/>
  85                 <field name="planned_revenue" sum="Planned Revenues"/>
  86                 <field name="delay_open" sum='Delay to open'/>
  87                 <field name="delay_close" sum='Delay to close'/>
  88                 <field name="delay_expected"/>
  89                 <field name="probability" widget="progressbar"/>
  90                 <field name="probability_max" widget="progressbar"/>
  91                 <field name="probable_revenue"/>
  92              </tree>
  93             </field>
  94        </record>
  95
  96        <!-- Leads by user and section Action -->
  97
  98        <record id="action_report_crm_opportunity_assign" model="ir.actions.act_window">
  99             <field name="name">Opp. Assignment Analysis</field>
 100             <field name="res_model">crm.lead.report.assign</field>
 101             <field name="view_type">form</field>
 102             <field name="context">{'default_type': 'opportunity', "search_default_group_partner_date": 1, "search_default_group_grade":1,'group_by_no_leaf':1,'group_by':[]}</field>
 103             <field name="view_mode">tree</field>
 104             <field name="domain">[('type', '=', 'opportunity')]</field>
 105         </record>
 106
 107        <record model="ir.actions.act_window.view" id="action_report_crm_opportunity_assign_tree">
 108             <field name="sequence" eval="1"/>
 109             <field name="view_mode">tree</field>
 110             <field name="view_id" ref="view_report_crm_opportunity_assign_tree"/>
 111             <field name="act_window_id" ref="action_report_crm_opportunity_assign"/>
 112        </record>
 113
 114        <record model="ir.actions.act_window.view" id="action_report_crm_lead_assign_graph">
 115             <field name="sequence" eval="2"/>
 116             <field name="view_mode">graph</field>
 117             <field name="view_id" ref="view_report_crm_lead_assign_graph"/>
 118             <field name="act_window_id" ref="action_report_crm_opportunity_assign"/>
 119        </record>
 120
 121        <menuitem id="menu_report_crm_opportunities_assign_tree"
 122            parent="base.next_id_64" action="action_report_crm_opportunity_assign" sequence="20"/>
 123
 124     </data>
 125 </openerp>