259 lines
12 KiB
XML
259 lines
12 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- Leads by user and section Tree View -->
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<record id="view_report_crm_lead_tree" model="ir.ui.view">
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<field name="name">crm.lead.report.tree</field>
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<field name="model">crm.lead.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="Leads">
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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="day" invisible="1"/>
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<field name="nbr" string="#Leads" sum="#Leads" attrs="{'string': 'type'=='opportunity' and '#opp' or '#lead'}"/>
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<field name="delay_close" sum='Avg Closing Delay'/>
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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="categ_id" invisible="1"/>
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<field name="type" invisible="1"/>
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</tree>
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</field>
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</record>
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<!-- Leads by user and section Form View -->
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<record id="view_report_crm_lead_form" model="ir.ui.view">
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<field name="name">crm.lead.report.form</field>
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<field name="model">crm.lead.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="stage_id"/>
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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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<!-- Leads by user and section Graph View -->
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<record id="view_report_crm_lead_graph" model="ir.ui.view">
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<field name="name">crm.lead.report.graph</field>
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<field name="model">crm.lead.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="Leads" 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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<!-- Leads by user and section Search View -->
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<record id="view_report_crm_lead_filter" model="ir.ui.view">
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<field name="name">crm.lead.report.select</field>
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<field name="model">crm.lead.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 col="16" colspan="8">
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<!-- <filter string="This Year" name="This Year" icon="terp-hr"
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domain="[('name','=',time.localtime()[0])]"/>-->
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<filter string="This Year" icon="terp-hr"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
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<!-- <filter string="This Month" name="This Year" icon="terp-hr"
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domain="[('month','=',time.strftime('%%m'))]" />-->
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<filter string="This Month" icon="terp-hr" name="This Month"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
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<filter icon="gtk-media-rewind" string="7 Days" separator="1"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
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<separator orientation="vertical" />
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<filter icon="terp-hr"
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string="Draft"
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domain="[('state','=','draft')]"/>
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<filter icon="terp-hr"
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string="Open"
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domain="[('state','=','open')]"/>
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<filter icon="terp-hr"
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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"
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default="context.get('section_id', False)"
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widget="selection"
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context="{'invisible_section': False}">
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<filter icon="terp-crm"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My section" />
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</field>
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<field name="company_id" widget="selection" groups="base.group_multi_company">
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<filter icon="terp-crm"
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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" select="1" widget="selection">
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<filter icon="terp-crm" string="My Case" help="My Case" 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="1" string="Group By..." colspan="4" col="8">
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<filter string="User" name="User" icon="terp-sale"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Company" icon="terp-sale"
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domain="[]"
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context="{'group_by':'company_id'}" />
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<filter string="Section" icon="terp-sale"
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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="State" icon="terp-sale"
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domain="[]" context="{'group_by':'state'}" />
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<filter string="Stage" icon="terp-sale" domain="[]"
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context="{'group_by':'stage_id'}" />
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<filter string="Category" icon="terp-sale"
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domain="[]" context="{'group_by':'categ_id'}" />
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<separator orientation="vertical" />
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<filter string="Day" icon="terp-sale"
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domain="[]" context="{'group_by':'day'}"/>
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<filter string="Month" icon="terp-sale"
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domain="[]" context="{'group_by':'month'}" />
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<filter string="Year" icon="terp-sale"
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domain="[]" context="{'group_by':'name'}" />
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</group>
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<newline/>
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<group expand="0" string="Extended options..." colspan="10" col="12" groups="base.group_extended">
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<filter icon="terp-sale"
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string="Done"
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domain="[('state','=','done')]"/>
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<filter icon="terp-sale"
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string="Cancel"
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domain="[('state','=','cancel')]"/>
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<group>
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<separator orientation="vertical"/>
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<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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</group>
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</group>
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</search>
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</field>
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</record>
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<!-- Opportunity tree view -->
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<record id="view_report_crm_opportunity_tree" model="ir.ui.view">
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<field name="name">crm.lead.report.tree</field>
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<field name="model">crm.lead.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="Opportunities">
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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" groups="base.group_extended"/>
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<field name="user_id" invisible="1"/>
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<field name="company_id" invisible="1" groups="base.group_extended"/>
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<field name="partner_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
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<field name="delay_close" sum='Avg Closing Delay'/>
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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="categ_id" invisible="1"/>
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<field name="type" invisible="1"/>
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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_lead" model="ir.actions.act_window">
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<field name="name">Leads</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_mode">tree,graph</field>
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<field name="domain">[('type', '=', 'lead')]</field>
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<field name="search_view_id" ref="view_report_crm_lead_filter"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_lead_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_lead_tree"/>
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<field name="act_window_id" ref="action_report_crm_lead"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_lead_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_graph"/>
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<field name="act_window_id" ref="action_report_crm_lead"/>
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</record>
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<record id="action_report_crm_opportunity" model="ir.actions.act_window">
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<field name="name">Opportunities</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_mode">tree,graph</field>
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<field name="domain">[('type', '=', 'opportunity')]</field>
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<field name="search_view_id" ref="view_report_crm_lead_filter"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_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_tree"/>
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<field name="act_window_id" ref="action_report_crm_opportunity"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_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_graph"/>
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<field name="act_window_id" ref="action_report_crm_opportunity"/>
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</record>
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<menuitem name="Leads" id="menu_report_crm_leads_tree"
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groups="base.group_extended"
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parent="base.next_id_64" action="action_report_crm_lead" />
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<menuitem name="Opportunities" id="menu_report_crm_opportunities_tree"
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groups="base.group_extended"
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parent="base.next_id_64" action="action_report_crm_opportunity" />
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</data>
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</openerp>
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