261 lines
14 KiB
XML
261 lines
14 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 colors="blue:state in ('draft');black:state in ('open','pending','done');gray:state in ('cancel') " string="Leads Analysis">
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<field name="name" 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="categ_id" invisible="1"/>
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<field name="type_id" invisible="1"/>
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<field name="channel_id" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="priority" 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" sum="# Leads"/>
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<field name="email" sum="# Mails"/>
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<field name="delay_open"/>
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<field name="delay_close"/>
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<field name="delay_expected"/>
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<field name="avg_answers"/>
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</tree>
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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="vertical" string="Leads Analysis" type="bar">
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<field name="stage_id"/>
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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_graph" model="ir.ui.view">
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<field name="name">crm.opportunity.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="vertical" string="Leads Analysis" type="bar">
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<field name="stage_id"/>
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<field name="planned_revenue" 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="Leads Analysis">
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<group col="20" colspan="8">
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<filter string="Leads"
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icon="terp-check"
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name="filter_lead"
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groups="base.group_extended"
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domain="[('type','=','lead')]"/>
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<filter string="Opportunities"
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icon="terp-check"
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name="filter_opportunity"
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domain="[('type','=','opportunity')]"/>
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<separator orientation="vertical" />
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<filter string="30 Days" icon="terp-go-month" name="this_month"
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domain="[('create_date','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
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<filter icon="terp-go-week" string="7 Days" separator="1"
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domain="[('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-check"
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string="Current"
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domain="[('state','in',('draft','open'))]"/>
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<filter icon="terp-check"
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string="Pending"
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domain="[('state','=','pending')]"/>
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<filter icon="terp-check"
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string="Closed"
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domain="[('state','=','done')]"/>
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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="user_id">
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<filter icon="terp-personal+" 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...">
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<filter string="User" name="user" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Partner" icon="terp-personal" context="{'group_by':'partner_id'}" />
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<filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
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<separator orientation="vertical" />
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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="Category" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<filter string="Campaign" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'type_id'}" />
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<filter string="Channel" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'channel_id'}" />
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<separator orientation="vertical" />
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<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<separator orientation="vertical"/>
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<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
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<separator orientation="vertical" />
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<filter string="State" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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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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context="{'group_by':'company_id'}" />
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<separator orientation="vertical" />
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<filter string="Day" icon="terp-go-today"
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domain="[]" context="{'group_by':'day'}"/>
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<filter string="Month" icon="terp-go-month"
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domain="[]" context="{'group_by':'month'}" />
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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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<newline/>
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<group expand="0" string="Extended Filters..." groups="base.group_extended">
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<field name="partner_id"/>
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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"/>
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<field name="type_id" widget="selection"/>
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<field name="channel_id" widget="selection"/>
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<separator orientation="vertical"/>
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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<newline/>
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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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</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 colors="blue:state in ('draft');black:state in ('open','pending','done');gray:state in ('cancel') " string="Opportunities Analysis">
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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="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="categ_id" invisible="1"/>
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<field name="type_id" invisible="1"/>
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<field name="channel_id" 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="email" sum="# of Emails"/>
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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="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_lead" model="ir.actions.act_window">
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<field name="name">Leads Analysis</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_filter_lead': 1, 'search_default_lead':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_mode">tree,graph</field>
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<field name="domain">[]</field>
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<field name="help">Leads Analysis allows you to consult different informations relative to CRM. Check for treatments delays, number of responses given and emails send. You can sort out your leads analysis on different groups to get fine grained analysis.</field>
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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 Analysis</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_filter_opportunity":1, "search_default_opportunity": 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_mode">tree,graph</field>
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<field name="domain">[]</field>
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<field name="help">Opportunities Analysis menu gives you an instant access to your opportunities like expected revenue, planned cost, overpassed deadline or the number of exchanges by opportunity.</field>
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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_opportunity_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 Analysis" 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" sequence="3"/>
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<menuitem name="Opportunities Analysis" 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" sequence="4"/>
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</data>
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</openerp>
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