84 lines
4.7 KiB
XML
84 lines
4.7 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
<openerp>
|
|
<data>
|
|
|
|
<!-- Opportunity tree view -->
|
|
<record id="view_report_crm_lead_assign_filter" model="ir.ui.view">
|
|
<field name="name">crm.lead.report.assign.select</field>
|
|
<field name="model">crm.lead.report.assign</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Leads Analysis">
|
|
<field name="section_id" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
|
|
<field name="grade_id"/>
|
|
<field name="user_id"/>
|
|
<field name="partner_assigned_id"/>
|
|
<group expand="0" string="Extended Filters...">
|
|
<field name="partner_id"/>
|
|
<separator/>
|
|
<field name="stage_id" widget="selection" domain="[('section_ids', '=', 'section_id')]"/>
|
|
<separator />
|
|
<field name="company_id" widget="selection" groups="base.group_multi_company"/>
|
|
<field name="creation_date"/>
|
|
<field name="opening_date"/>
|
|
<field name="date_closed"/>
|
|
</group>
|
|
<group expand="1" string="Group By...">
|
|
<filter string="Salesperson" name="user" icon="terp-personal"
|
|
domain="[]" context="{'group_by':'user_id'}" />
|
|
<filter string="Partner" icon="terp-partner" context="{'group_by':'partner_assigned_id'}" />
|
|
<filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
|
|
<filter string="Sales Team" icon="terp-personal+"
|
|
domain="[]"
|
|
context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
|
|
<filter string="Grade" name="group_grade" icon="terp-stock_symbol-selection"
|
|
domain="[]" context="{'group_by':'grade_id'}" />
|
|
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
|
|
<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
|
|
<filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}" />
|
|
<filter string="Assign Date (day)" icon="terp-go-today" domain="[]" context="{'group_by':'date_assign:day'}"/>
|
|
<filter string="Assign Date (month)" icon="terp-go-month" domain="[]" context="{'group_by':'date_assign:month'}"/>
|
|
<filter string="Assign Date (year)" icon="terp-go-year" domain="[]" context="{'group_by':'date_assign:year'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Crm Lead Assign report Graph View -->
|
|
|
|
<record id="view_report_crm_lead_assign_graph" model="ir.ui.view">
|
|
<field name="name">crm.lead.assign.graph</field>
|
|
<field name="model">crm.lead.report.assign</field>
|
|
<field name="arch" type="xml">
|
|
<graph string="Lead Assign" type="pivot" stacked="True">
|
|
<field name="grade_id" type="row"/>
|
|
<field name="date_assign" interval="month" type="row"/>
|
|
<field name="nbr" type="measure"/>
|
|
<field name="probable_revenue" type="measure"/>
|
|
</graph>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Leads by user and section Action -->
|
|
|
|
<record id="action_report_crm_opportunity_assign" model="ir.actions.act_window">
|
|
<field name="name">Opp. Assignment Analysis</field>
|
|
<field name="res_model">crm.lead.report.assign</field>
|
|
<field name="view_type">form</field>
|
|
<field name="context">{'default_type': 'opportunity', 'group_by_no_leaf':1,'group_by':[]}</field>
|
|
<field name="view_mode">graph</field>
|
|
<field name="domain">[('type', '=', 'opportunity')]</field>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window.view" id="action_report_crm_lead_assign_graph">
|
|
<field name="sequence" eval="2"/>
|
|
<field name="view_mode">graph</field>
|
|
<field name="view_id" ref="view_report_crm_lead_assign_graph"/>
|
|
<field name="act_window_id" ref="action_report_crm_opportunity_assign"/>
|
|
</record>
|
|
|
|
<menuitem id="menu_report_crm_opportunities_assign_tree"
|
|
parent="base.next_id_64" action="action_report_crm_opportunity_assign" sequence="20"/>
|
|
|
|
</data>
|
|
</openerp>
|