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                     <field name="team_id" context="{'invisible_team': False}" groups="base.group_multi_salesteams"/>
  12                     <field name="grade_id"/>
  13                     <field name="user_id"/>
  14                     <field name="partner_assigned_id"/>
  15                     <group  expand="0" string="Extended Filters...">
  16                       <field name="partner_id"/>
  17                       <separator/>
  18                       <field name="stage_id" widget="selection" domain="[('team_ids', '=', 'team_id')]"/>
  19                       <separator />
  20                       <field name="company_id" widget="selection" groups="base.group_multi_company"/>
  21                       <field name="opening_date"/>
  22                       <field name="date_closed"/>
  23                     </group>
  24                     <group  expand="1" string="Group By">
  25                         <filter string="Salesperson" name="user"
  26                             context="{'group_by':'user_id'}" />
  27                         <filter string="Sales Team" context="{'group_by':'team_id'}"
  28                                 groups="base.group_multi_salesteams"/>
  29                         <filter string="Country" context="{'group_by':'country_id'}" />
  30                         <filter string="Stage" context="{'group_by':'stage_id'}"/>
  31                         <filter string="Company" context="{'group_by':'company_id'}" />
  32                         <separator/>
  33                         <filter string="Assign Month" context="{'group_by':'date_assign:month'}"/>
  34                     </group>
  35                 </search>
  36             </field>
  37         </record>
  38
  39 <!-- Crm Lead Assign report Graph View -->
  40
  41         <record id="view_report_crm_lead_assign_graph" model="ir.ui.view">
  42             <field name="name">crm.lead.assign.graph</field>
  43             <field name="model">crm.lead.report.assign</field>
  44             <field name="arch" type="xml">
  45                 <graph string="Lead Assign" type="pivot" stacked="True">
  46                     <field name="stage_id" type="row"/>
  47                     <field name="date_assign" interval="month" type="col"/>
  48                     <field name="delay_open" type="measure"/>
  49                     <field name="probability" type="measure"/>
  50                 </graph>
  51             </field>
  52         </record>
  53
  54        <!-- Leads by user and Team Action -->
  55
  56        <record id="action_report_crm_opportunity_assign" model="ir.actions.act_window">
  57             <field name="name">Opp. Assignment Analysis</field>
  58             <field name="res_model">crm.lead.report.assign</field>
  59             <field name="view_type">form</field>
  60             <field name="context">{'default_type': 'opportunity', 'group_by_no_leaf':1,'group_by':[]}</field>
  61             <field name="view_mode">graph</field>
  62             <field name="domain">[('type', '=', 'opportunity')]</field>
  63         </record>
  64
  65        <record model="ir.actions.act_window.view" id="action_report_crm_lead_assign_graph">
  66             <field name="sequence" eval="2"/>
  67             <field name="view_mode">graph</field>
  68             <field name="view_id" ref="view_report_crm_lead_assign_graph"/>
  69             <field name="act_window_id" ref="action_report_crm_opportunity_assign"/>
  70        </record>
  71
  72        <menuitem id="menu_report_crm_opportunities_assign_tree"
  73            parent="base.next_id_64" action="action_report_crm_opportunity_assign" sequence="20"/>
  74
  75     </data>
  76 </openerp>