addons/report_crm/report_crm_opportunity_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4         <!--
   5         Opportunities by user and section
   6         -->
   7
   8         <record id="view_crm_opportunity_user_tree" model="ir.ui.view">
   9             <field name="name">report.crm.opportunity.user.tree</field>
  10             <field name="model">report.crm.opportunity.user</field>
  11             <field name="inherit_id" ref="view_crm_case_user_tree"/>
  12             <field name="type">tree</field>
  13             <field name="arch" type="xml">
  14                 <field name="nbr" position="after">
  15                         <field name="delay_close"/>
  16                     <field name="amount_revenue"/>
  17                     <field name="amount_costs"/>
  18                     <field name="amount_revenue_prob"/>
  19                     <field name="probability"/>
  20                 </field>
  21             </field>
  22         </record>
  23         <record id="view_crm_opportunity_user_form" model="ir.ui.view">
  24             <field name="name">report.crm.opportunity.user.form</field>
  25             <field name="model">report.crm.opportunity.user</field>
  26             <field name="inherit_id" ref="view_crm_case_user_form"/>
  27             <field name="type">form</field>
  28             <field name="arch" type="xml">
  29                 <field name="nbr" position="after">
  30                         <field name="delay_close"/>
  31                     <field name="amount_revenue"/>
  32                     <field name="amount_costs"/>
  33                     <field name="amount_revenue_prob"/>
  34                     <field name="probability"/>
  35                 </field>
  36             </field>
  37         </record>
  38
  39         <record id="view_crm_opportunity_user_graph" model="ir.ui.view">
  40             <field name="name">report.crm.opportunity.user.graph</field>
  41             <field name="model">report.crm.opportunity.user</field>
  42             <field name="type">graph</field>
  43             <field name="arch" type="xml">
  44                 <graph orientation="horizontal" string="Opportunity by User and Section" type="bar">
  45                     <field name="state"/>
  46                     <field name="nbr" operator="+"/>
  47                     <field group="True" name="user_id"/>
  48                 </graph>
  49             </field>
  50         </record>
  51
  52         <record id="view_crm_opportunity_user_filter" model="ir.ui.view">
  53             <field name="name">report.crm.opportunity.user.select</field>
  54             <field name="model">report.crm.opportunity.user</field>
  55             <field name="inherit_id" ref="view_crm_case_user_filter"/>
  56             <field name="type">search</field>
  57             <field name="arch" type="xml">
  58                 <field name="state" position="before">
  59                </field>
  60             </field>
  61         </record>
  62
  63         <record id="action_report_crm_opportunity_user_tree" model="ir.actions.act_window">
  64             <field name="name">Opportunity by User and Section</field>
  65             <field name="res_model">report.crm.opportunity.user</field>
  66             <field name="view_type">form</field>
  67             <field name="view_mode">graph,tree</field>
  68             <field name="view_id" ref="view_crm_opportunity_user_graph"/>
  69             <field name="search_view_id" ref="view_crm_opportunity_user_filter"/>
  70         </record>
  71         <menuitem name="Opportinities" id="menu_crm_opportunity_tree" parent="crm.next_id_52"/>
  72         <menuitem action="action_report_crm_opportunity_user_tree" id="menu_crm_opportunity_user_tree" parent="menu_crm_opportunity_tree"/>
  73
  74         <!-- # Opportunity by section and category of case -->
  75
  76         <record id="view_crm_opportunity_categ_tree" model="ir.ui.view">
  77             <field name="name">report.crm.opportunity.categ.tree</field>
  78             <field name="model">report.crm.opportunity.categ</field>
  79             <field name="inherit_id" ref="view_crm_case_categ_tree"/>
  80             <field name="type">tree</field>
  81             <field name="arch" type="xml">
  82                 <field name="nbr" position="after">
  83                     <field name="delay_close"/>
  84                     <field name="amount_revenue"/>
  85                     <field name="amount_costs"/>
  86                     <field name="amount_revenue_prob"/>
  87                     <field name="probability"/>
  88                 </field>
  89             </field>
  90         </record>
  91         <record id="view_crm_opportunity_categ_form" model="ir.ui.view">
  92             <field name="name">report.crm.opportunity.categ.form</field>
  93             <field name="model">report.crm.opportunity.categ</field>
  94             <field name="inherit_id" ref="view_crm_case_categ_form"/>
  95             <field name="type">form</field>
  96             <field name="arch" type="xml">
  97                 <field name="nbr" position="after">
  98                     <field name="delay_close"/>
  99                     <field name="amount_revenue"/>
 100                     <field name="amount_costs"/>
 101                     <field name="amount_revenue_prob"/>
 102                     <field name="probability"/>
 103                 </field>
 104             </field>
 105         </record>
 106
 107                 <record id="view_crm_opportunity_categ_graph" model="ir.ui.view">
 108             <field name="name">report.crm.opportunity.categ.graph</field>
 109             <field name="model">report.crm.opportunity.categ</field>
 110             <field name="type">graph</field>
 111             <field name="arch" type="xml">
 112                 <graph orientation="horizontal" string="Opportunity by Section and Categories" type="bar">
 113                     <field name="state"/>
 114                     <field name="nbr" operator="+"/>
 115                     <field group="True" name="categ_id"/>
 116                 </graph>
 117             </field>
 118         </record>
 119
 120                 <record id="view_crm_opportunity_categ_filter" model="ir.ui.view">
 121             <field name="name">report.crm.opportunity.categ.select</field>
 122             <field name="model">report.crm.opportunity.categ</field>
 123                         <field name="inherit_id" ref="view_crm_case_categ_filter"/>
 124             <field name="type">search</field>
 125             <field name="arch" type="xml">
 126                 <field name="state" position="before">
 127                 </field>
 128             </field>
 129         </record>
 130
 131         <record id="action_report_crm_opportunity_categ_tree" model="ir.actions.act_window">
 132             <field name="name">Opportunity by Categories and Section</field>
 133             <field name="res_model">report.crm.opportunity.categ</field>
 134             <field name="view_type">form</field>
 135             <field name="view_mode">graph,tree</field>
 136             <field name="view_id" ref="view_crm_opportunity_categ_graph"/>
 137             <field name="search_view_id" ref="view_crm_opportunity_categ_filter"/>
 138         </record>
 139         <menuitem action="action_report_crm_opportunity_categ_tree" id="menu_crm_opportunity_categ_tree" parent="menu_crm_opportunity_tree"/>
 140
 141         <!-- Opportunity by Section  -->
 142
 143         <record id="view_report_crm_opportunity_section_tree" model="ir.ui.view">
 144             <field name="name">report.crm.opportunity.section.tree</field>
 145             <field name="model">report.crm.opportunity.section</field>
 146             <field name="inherit_id" ref="view_report_crm_case_section_tree"/>
 147             <field name="type">tree</field>
 148             <field name="arch" type="xml">
 149                 <field name="nbr_cases" position="after">
 150                         <field name="avg_answers"/>
 151                         <field name="perc_done" select="2"/>
 152                     <field name="perc_cancel" select="2"/>
 153                     <field name="delay_close"/>
 154                 </field>
 155             </field>
 156         </record>
 157
 158         <record id="view_report_crm_opportunity_section_graph" model="ir.ui.view">
 159             <field name="name">report.crm.opportunity.section.graph</field>
 160             <field name="model">report.crm.opportunity.section</field>
 161             <field name="type">graph</field>
 162             <field name="arch" type="xml">
 163                 <graph orientation="horizontal" string="Opportunity by Section" type="bar">
 164                     <field name="name"/>
 165                     <field name="nbr_cases" operator="+"/>
 166                 </graph>
 167             </field>
 168         </record>
 169
 170                 <record id="view_report_crm_opportunity_section_filter" model="ir.ui.view">
 171             <field name="name">report.crm.opportunity.section.select</field>
 172             <field name="model">report.crm.opportunity.section</field>
 173             <field name="inherit_id" ref="view_report_crm_case_section_filter"/>
 174             <field name="type">search</field>
 175             <field name="arch" type="xml">
 176                 <field name="nbr_cases" position="before">
 177                 </field>
 178             </field>
 179         </record>
 180
 181         <record id="action_report_crm_opportunity_section_tree" model="ir.actions.act_window">
 182             <field name="name">Opportunity by Section</field>
 183             <field name="res_model">report.crm.opportunity.section</field>
 184             <field name="view_type">form</field>
 185             <field name="view_mode">graph,tree</field>
 186             <field name="view_id" ref="view_report_crm_opportunity_section_graph"/>
 187             <field name="search_view_id" ref="view_report_crm_opportunity_section_filter"/>
 188         </record>
 189         <menuitem action="action_report_crm_opportunity_section_tree" id="menu_crm_opportunity_section_tree" parent="menu_crm_opportunity_tree"/>
 190
 191         #
 192             # Opportunity by section and type
 193             #
 194
 195             <record model="ir.ui.view" id="view_crm_opportunity_section_categ_tree">
 196                 <field name="name">CRM Report - Sections and Type(Tree)</field>
 197                 <field name="model">report.crm.opportunity.section.type</field>
 198                 <field name="inherit_id" ref="view_crm_case_section_categ_tree"/>
 199                 <field name="type">tree</field>
 200                 <field name="arch" type="xml">
 201                     <field name="user_id" position="after">
 202                         <field name="type_id"/>
 203                         <field name="stage_id"/>
 204                         <field name="amount_revenue"/>
 205                         <field name="delay_close"/>
 206                     </field>
 207                 </field>
 208             </record>
 209             <record model="ir.ui.view" id="view_crm_opportunity_section_categ_form">
 210                 <field name="name">CRM Report - Sections and Type(Form)</field>
 211                 <field name="model">report.crm.opportunity.section.type</field>
 212                 <field name="inherit_id" ref="view_crm_case_section_categ_form"/>
 213                 <field name="type">form</field>
 214                 <field name="arch" type="xml">
 215                     <field name="user_id" position="after">
 216                         <field name="type_id"/>
 217                         <field name="stage_id"/>
 218                         <field name="amount_revenue"/>
 219                         <field name="delay_close"/>
 220                     </field>
 221                 </field>
 222             </record>
 223
 224             <record model="ir.ui.view" id="view_crm_opportunity_section_categ_graph">
 225                 <field name="name">CRM Report - Sections and Type(Graph)</field>
 226                 <field name="model">report.crm.opportunity.section.type</field>
 227                 <field name="type">graph</field>
 228                 <field name="arch" type="xml">
 229                     <graph string="Opportunity by Section and Type" type="bar" orientation="horizontal">
 230                         <field name="type_id"/>
 231                         <field name="amount_revenue" operator="+"/>
 232                         <field name="section_id" group="True"/>
 233                     </graph>
 234                 </field>
 235             </record>
 236             <record id="view_crm_opportunity_section_categ_filter" model="ir.ui.view">
 237             <field name="name">CRM Report - Sections and Type(Select)</field>
 238             <field name="model">report.crm.opportunity.section.type</field>
 239             <field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
 240             <field name="type">search</field>
 241             <field name="arch" type="xml">
 242                 <field name="section_id" position="after">
 243                         <field name="type_id"/>
 244                     </field>
 245             </field>
 246         </record>
 247
 248             <record model="ir.actions.act_window" id="action_report_crm_opportunity_section_categ_tree">
 249                 <field name="res_model">report.crm.opportunity.section.type</field>
 250                 <field name="name">Opportunity by section and type</field>
 251                 <field name="view_type">form</field>
 252                 <field name="view_mode">graph,tree</field>
 253                 <field name="search_view_id" ref="view_crm_opportunity_section_categ_filter"/>
 254             </record>
 255             <record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_graph">
 256                 <field name="sequence" eval="1"/>
 257                 <field name="view_mode">graph</field>
 258                         <field name="view_id" ref="view_crm_opportunity_section_categ_graph"/>
 259                         <field name="act_window_id" ref="action_report_crm_opportunity_section_categ_tree"/>
 260             </record>
 261             <record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_tree">
 262                <field name="sequence" eval="2"/>
 263                <field name="view_mode">tree</field>
 264                <field name="view_id" ref="view_crm_opportunity_section_categ_tree"/>
 265                <field name="act_window_id" ref="action_report_crm_opportunity_section_categ_tree"/>
 266             </record>
 267         <menuitem action="action_report_crm_opportunity_section_categ_tree" id="menu_crm_opportunity_section_categ_tree" parent="menu_crm_opportunity_tree"/>
 268
 269         #
 270             # Opportunity by section, category and stage
 271             #
 272
 273             <record model="ir.ui.view" id="view_crm_opportunity_section_categ_stage_tree">
 274                 <field name="name">CRM Report - Section, Category and Stage(Tree)</field>
 275                 <field name="model">report.crm.opportunity.section.categ.stage</field>
 276                 <field name="inherit_id" ref="view_crm_case_section_categ_stage_tree"/>
 277                 <field name="type">tree</field>
 278                 <field name="arch" type="xml">
 279                     <field name="user_id" position="after">
 280                         <field name="categ_id"/>
 281                         <field name="stage_id"/>
 282                         <field name="delay_close"/>
 283                     </field>
 284                 </field>
 285             </record>
 286             <record model="ir.ui.view" id="view_crm_opportunity_section_categ_stage_form">
 287                 <field name="name">CRM Report - Section, Category and Stage(Form)</field>
 288                 <field name="model">report.crm.opportunity.section.categ.stage</field>
 289                 <field name="inherit_id" ref="view_crm_case_section_categ_stage_form"/>
 290                 <field name="type">form</field>
 291                 <field name="arch" type="xml">
 292                     <field name="user_id" position="after">
 293                         <field name="categ_id"/>
 294                         <field name="stage_id"/>
 295                         <field name="delay_close"/>
 296                     </field>
 297                 </field>
 298             </record>
 299
 300             <record model="ir.ui.view" id="view_crm_opportunity_section_categ_stage_graph">
 301                 <field name="name">CRM Report - Section, Category and Stage(Select)</field>
 302                 <field name="model">report.crm.opportunity.section.categ.stage</field>
 303                 <field name="type">graph</field>
 304                 <field name="arch" type="xml">
 305                     <graph string="Opportunity by Section, Category and Stage" type="bar" orientation="horizontal">
 306                         <field name="categ_id"/>
 307                         <field name="nbr" operator="+"/>
 308                         <field name="section_id" group="True"/>
 309                     </graph>
 310                 </field>
 311             </record>
 312             <record id="view_crm_opportunity_section_categ_stage_filter" model="ir.ui.view">
 313                     <field name="name">CRM Report - Section, Category and Stage(Select)</field>
 314                     <field name="model">report.crm.opportunity.section.categ.stage</field>
 315                     <field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
 316                     <field name="type">search</field>
 317                     <field name="arch" type="xml">
 318                         <field name="section_id" position="after">
 319                                 <field name="categ_id"/>
 320                                 <field name="stage_id"/>
 321                             </field>
 322                     </field>
 323                 </record>
 324
 325             <record model="ir.actions.act_window" id="action_report_crm_opportunity_section_categ_stage_tree">
 326                 <field name="res_model">report.crm.opportunity.section.categ.stage</field>
 327                 <field name="name">Opportunity by section, category and stage</field>
 328                 <field name="view_type">form</field>
 329                 <field name="view_mode">graph,tree</field>
 330                 <field name="search_view_id" ref="view_crm_opportunity_section_categ_stage_filter"/>
 331             </record>
 332             <record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_stage_graph">
 333                 <field name="sequence" eval="1"/>
 334                 <field name="view_mode">graph</field>
 335                         <field name="view_id" ref="view_crm_opportunity_section_categ_stage_graph"/>
 336                         <field name="act_window_id" ref="action_report_crm_opportunity_section_categ_stage_tree"/>
 337             </record>
 338             <record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_stage_tree">
 339                <field name="sequence" eval="2"/>
 340                <field name="view_mode">tree</field>
 341                <field name="view_id" ref="view_crm_opportunity_section_categ_stage_tree"/>
 342                <field name="act_window_id" ref="action_report_crm_opportunity_section_categ_stage_tree"/>
 343             </record>
 344         <menuitem action="action_report_crm_opportunity_section_categ_stage_tree" id="menu_crm_opportunity_section_categ_stage_tree" parent="menu_crm_opportunity_tree"/>
 345
 346         #
 347             # opportunitys by section, category and type
 348             #
 349
 350             <record model="ir.ui.view" id="view_crm_opportunity_section_categ_type_tree">
 351                 <field name="name">CRM Report - Section, Category and Type(Tree)</field>
 352                 <field name="model">report.crm.opportunity.section.categ.type</field>
 353                 <field name="inherit_id" ref="view_crm_case_section_categ_type_tree"/>
 354                 <field name="type">tree</field>
 355                 <field name="arch" type="xml">
 356                     <field name="user_id" position="after">
 357                         <field name="categ_id"/>
 358                         <field name="type_id"/>
 359                         <field name="stage_id"/>
 360                         <field name="delay_close"/>
 361                     </field>
 362                 </field>
 363             </record>
 364             <record model="ir.ui.view" id="view_crm_opportunity_section_categ_type_form">
 365                 <field name="name">CRM Report - Section, Category and Type(Form)</field>
 366                 <field name="model">report.crm.opportunity.section.categ.type</field>
 367                 <field name="inherit_id" ref="view_crm_case_section_categ_type_form"/>
 368                 <field name="type">form</field>
 369                 <field name="arch" type="xml">
 370                     <field name="user_id" position="after">
 371                         <field name="categ_id"/>
 372                         <field name="type_id"/>
 373                         <field name="stage_id"/>
 374                         <field name="delay_close"/>
 375                     </field>
 376                 </field>
 377             </record>
 378
 379             <record model="ir.ui.view" id="view_crm_opportunity_section_categ_type_graph">
 380                 <field name="name">CRM Report - Section, Category and Type(Select)</field>
 381                 <field name="model">report.crm.opportunity.section.categ.type</field>
 382                 <field name="type">graph</field>
 383                 <field name="arch" type="xml">
 384                     <graph string="Opportunity by Section, Category and Type" type="bar" orientation="horizontal">
 385                         <field name="type_id"/>
 386                         <field name="nbr" operator="+"/>
 387                         <field name="section_id" group="True"/>
 388                     </graph>
 389                 </field>
 390             </record>
 391             <record id="view_crm_opportunity_section_categ_type_filter" model="ir.ui.view">
 392                     <field name="name">CRM Report - Section, Category and Type(Select)</field>
 393                     <field name="model">report.crm.opportunity.section.categ.type</field>
 394                     <field name="inherit_id" ref="view_crm_case_section_categ_type_filter"/>
 395                     <field name="type">search</field>
 396                     <field name="arch" type="xml">
 397                         <field name="section_id" position="after">
 398                                 <field name="categ_id" select="1"/>
 399                                 <field name="type_id" select="1"/>
 400                                 <field name="stage_id" select="1"/>
 401                             </field>
 402                     </field>
 403                 </record>
 404
 405             <record model="ir.actions.act_window" id="action_report_crm_opportunity_section_categ_type_tree">
 406                 <field name="res_model">report.crm.opportunity.section.categ.type</field>
 407                 <field name="name">Opportunity by section, category and type</field>
 408                 <field name="view_type">form</field>
 409                 <field name="view_mode">graph,tree</field>
 410                 <field name="search_view_id" ref="view_crm_opportunity_section_categ_type_filter"/>
 411             </record>
 412             <record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_type_graph">
 413                 <field name="sequence" eval="1"/>
 414                 <field name="view_mode">graph</field>
 415                         <field name="view_id" ref="view_crm_opportunity_section_categ_type_graph"/>
 416                         <field name="act_window_id" ref="action_report_crm_opportunity_section_categ_type_tree"/>
 417             </record>
 418             <record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_type_tree">
 419                <field name="sequence" eval="2"/>
 420                <field name="view_mode">tree</field>
 421                <field name="view_id" ref="view_crm_opportunity_section_categ_type_tree"/>
 422                <field name="act_window_id" ref="action_report_crm_opportunity_section_categ_type_tree"/>
 423             </record>
 424         <menuitem action="action_report_crm_opportunity_section_categ_type_tree" id="menu_crm_opportunity_section_categ_type_tree" parent="menu_crm_opportunity_tree"/>
 425         </data>
 426 </openerp>