126 lines
7.1 KiB
XML
126 lines
7.1 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- Opportunity tree view -->
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<record id="view_report_crm_lead_assign_filter" model="ir.ui.view">
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<field name="name">crm.lead.report.assign.select</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<search string="Leads Analysis">
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<filter icon="terp-check" string="Current" domain="[('state','in',('draft','open'))]"/>
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<filter icon="terp-dialog-close" string="Closed" domain="[('state','=','done')]"/>
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<field name="section_id" context="{'invisible_section': False}"/>
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<field name="grade_id"/>
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<field name="user_id"/>
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<field name="partner_assigned_id"/>
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<group expand="0" string="Extended Filters...">
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<field name="partner_id"/>
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<separator/>
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<field name="stage_id" widget="selection" domain="[('section_ids', '=', 'section_id')]"/>
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<separator />
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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<field name="creation_date"/>
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<field name="opening_date"/>
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<field name="date_closed"/>
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</group>
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<group expand="1" string="Group By...">
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<filter string="Salesperson" name="user" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Partner" icon="terp-partner" context="{'group_by':'partner_assigned_id'}" />
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<filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
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<filter string="Section" icon="terp-personal+"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<filter string="Grade" name="group_grade" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'grade_id'}" />
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<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
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<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
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<filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}" />
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<filter string="Assign Date" icon="terp-go-today" domain="[]" name="group_partner_date" context="{'group_by':'date_assign'}"/>
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<filter string="Day" icon="terp-go-today" domain="[]" context="{'group_by':'day'}"/>
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<filter string="Month" icon="terp-go-month" domain="[]" context="{'group_by':'month'}" />
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<filter string="Year" icon="terp-go-year" domain="[]" context="{'group_by':'year'}" />
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</group>
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</search>
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</field>
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</record>
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<!-- Crm Lead Assign report Graph View -->
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<record id="view_report_crm_lead_assign_graph" model="ir.ui.view">
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<field name="name">crm.lead.assign.graph</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="Lead Assign" type="bar">
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<field name="state"/>
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<field name="nbr" operator="+"/>
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<field group="True" name="user_id"/>
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</graph>
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</field>
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</record>
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<record id="view_report_crm_opportunity_assign_tree" model="ir.ui.view">
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<field name="name">crm.lead.assign.report.tree</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<tree string="Opportunities Assignment Analysis">
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<field name="year" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="date_assign" invisible="1"/>
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<field name="section_id" invisible="1"/>
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<field name="user_id" invisible="1"/>
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<field name="grade_id" invisible="1" widget="selection"/>
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<field name="partner_assigned_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="country_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="state" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="company_id" invisible="1" groups="base.group_multi_company"/>
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<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
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<field name="planned_revenue" sum="Planned Revenues"/>
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<field name="delay_open" sum='Delay to open'/>
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<field name="delay_close" sum='Delay to close'/>
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<field name="delay_expected"/>
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<field name="probability" widget="progressbar"/>
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<field name="probability_max" widget="progressbar"/>
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<field name="probable_revenue"/>
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</tree>
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</field>
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</record>
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<!-- Leads by user and section Action -->
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<record id="action_report_crm_opportunity_assign" model="ir.actions.act_window">
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<field name="name">Opp. Assignment Analysis</field>
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<field name="res_model">crm.lead.report.assign</field>
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<field name="view_type">form</field>
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<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>
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<field name="view_mode">tree</field>
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<field name="domain">[('type', '=', 'opportunity')]</field>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_assign_tree">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="view_report_crm_opportunity_assign_tree"/>
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<field name="act_window_id" ref="action_report_crm_opportunity_assign"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_lead_assign_graph">
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<field name="sequence" eval="2"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="view_report_crm_lead_assign_graph"/>
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<field name="act_window_id" ref="action_report_crm_opportunity_assign"/>
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</record>
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<menuitem id="menu_report_crm_opportunities_assign_tree"
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parent="base.next_id_64" action="action_report_crm_opportunity_assign" sequence="20"/>
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</data>
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</openerp>
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