198 lines
11 KiB
XML
198 lines
11 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- Fundraising by user and section Tree View-->
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<record id="view_report_crm_fundraising_tree" model="ir.ui.view">
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<field name="name">crm.fundraising.report.tree</field>
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<field name="model">crm.fundraising.report</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Fundraising">
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<field name="name" invisible="1"/>
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<field name="month" 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="company_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="nbr" string='#Fundraising' sum="#Fundraising"/>
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<field name="planned_cost" sum='Planned Costs'/>
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<field name="amount_revenue" sum='Est.Revenue'/>
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<field name="probability" avg='Avg. Probability' widget="progressbar"/>
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<field name="amount_revenue_prob" sum='Est. Rev*Prob.'/>
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<field name="delay_close" avg='Avg Closing Delay'/>
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<field name="state" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="type_id" invisible="1"/>
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</tree>
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</field>
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<!-- Fundraising by user and section Form View-->
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</record>
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<record id="view_report_crm_fundraising_form" model="ir.ui.view">
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<field name="name">crm.fundraising.report.form</field>
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<field name="model">crm.fundraising.report</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Cases">
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<field name="name" select="1"/>
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<field name="month" select="1"/>
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<field name="user_id" select="1"/>
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<field name="section_id" select="1"/>
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<field name="nbr" select="1"/>
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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<field name="state" select="1"/>
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</form>
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</field>
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</record>
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<!-- Fundraising by user and section Graph View-->
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<record id="view_report_crm_fundraising_graph" model="ir.ui.view">
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<field name="name">crm.fundraising.report.graph</field>
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<field name="model">crm.fundraising.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="Fundraising" 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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<!-- Fundraising by user and section Search View-->
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<record id="view_report_crm_fundraising_filter" model="ir.ui.view">
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<field name="name">crm.fundraising.report.selectt</field>
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<field name="model">crm.fundraising.report</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search">
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<group>
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<filter string="Year" icon="terp-go-year" name="year"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
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help="Funds raised in current year"/>
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<separator orientation="vertical" />
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<filter string="Month" icon="terp-go-month" name="This Month"
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domain="[('create_date','<=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','>=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
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help="Funds raised in current month"/>
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<filter icon="terp-go-month" string="Month-1"
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domain="[('create_date','<=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','>=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
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help="Funds raised in last month"/>
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<separator orientation="vertical" />
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<filter icon="terp-document-new"
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string="New"
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domain="[('state','=','draft')]"/>
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<filter icon="terp-camera_test"
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string="Open"
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domain="[('state','=','open')]"/>
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<filter icon="terp-gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"/>
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<separator orientation="vertical" />
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<field name="section_id" string="Sales Team"
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context="{'invisible_section': False}">
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<filter icon="terp-personal+"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My Sales Team(s)" />
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</field>
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<field name="company_id" groups="base.group_multi_company">
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<filter icon="terp-go-home"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id.company_id','=',uid)]"
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help="My company"/>
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</field>
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<field name="user_id" string="Salesperson">
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<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
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</field>
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</group>
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<newline/>
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<group expand="0" string="Extended Filters...">
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<filter icon="terp-dialog-close"
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string="Done"
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domain="[('state','=','done')]"/>
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<filter icon="gtk-cancel"
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string="Cancel"
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domain="[('state','=','cancel')]"/>
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<separator orientation="vertical"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
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</group>
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<newline/>
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<group expand="1" string="Group By...">
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<filter string="Salesperson" name="Salesperson" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Sales Team" icon="terp-personal+"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<separator orientation="vertical" />
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<filter string="Status" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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<filter string="Category" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<filter string="Payment Mode" help="Payment Mode"
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icon="terp-dolar" domain="[]"
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context="{'group_by':'type_id'}" />
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<separator orientation="vertical" />
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<filter string="Company" icon="terp-go-home"
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domain="[]"
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groups="base.group_multi_company"
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context="{'group_by':'company_id'}" />
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<separator orientation="vertical" groups="base.group_multi_company"/>
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<filter string="Day" icon="terp-go-today"
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domain="[]" context="{'group_by':'day'}"
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help="Date of fundraising"/>
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<filter string="Month" icon="terp-go-month"
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domain="[]" context="{'group_by':'month'}"
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help="Month of fundraising"/>
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<filter string="Year" icon="terp-go-year"
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domain="[]" context="{'group_by':'name'}" />
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</group>
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</search>
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</field>
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</record>
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<!-- Fundraising by user and section Action -->
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<record id="action_report_crm_fundraising" model="ir.actions.act_window">
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<field name="name">Fundraising Analysis</field>
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<field name="res_model">crm.fundraising.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_id" ref="view_report_crm_fundraising_tree"/>
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<field name="search_view_id" ref="view_report_crm_fundraising_filter"/>
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<field name="help">Have a general overview of all fund raising activities by sorting them with specific criteria such as the estimated revenue, average success probability and delay to close.</field>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_fundrising_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_fundraising_tree"/>
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<field name="act_window_id" ref="action_report_crm_fundraising"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_fundrising_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_fundraising_graph"/>
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<field name="act_window_id" ref="action_report_crm_fundraising"/>
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</record>
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<menuitem name="Fundraising Analysis"
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action="action_report_crm_fundraising"
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groups="base.group_sale_salesman"
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id="menu_report_crm_fundraising_tree" parent="base.next_id_64" sequence="30"/>
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</data>
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</openerp>
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