57 lines
2.7 KiB
XML
57 lines
2.7 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<flectra>
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<!-- Opportunity tree view -->
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<record id="view_report_crm_partner_assign_filter" model="ir.ui.view">
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<field name="name">crm.partner.report.assign.select</field>
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<field name="model">crm.partner.report.assign</field>
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<field name="arch" type="xml">
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<search string="Partner assigned Analysis">
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<field name="team_id"/>
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<field name="user_id"/>
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<field name="grade_id"/>
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<field name="activation"/>
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<group expand="1" string="Group By">
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<filter string="Salesperson" name="user"
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context="{'group_by':'user_id'}" />
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<filter string="Sales Channel" name="sales_team"
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context="{'group_by':'team_id'}"/>
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<filter string="Partner" name="partner"
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context="{'group_by':'partner_id'}" />
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<separator/>
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<filter string="Date Partnership" name="group_date_partnership"
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context="{'group_by':'date_partnership'}" />
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<filter string="Date Review" name="group_date_review"
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context="{'group_by':'date_review'}" />
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</group>
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</search>
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</field>
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</record>
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<record id="view_report_crm_partner_assign_graph" model="ir.ui.view">
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<field name="name">crm.partner.assign.report.graph</field>
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<field name="model">crm.partner.report.assign</field>
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<field name="arch" type="xml">
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<graph string="Opportunities Assignment Analysis" stacked="True">
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<field name="grade_id" type="row"/>
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<field name="nbr_opportunities" type="measure"/>
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<field name="turnover" type="measure"/>
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</graph>
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</field>
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</record>
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<!-- Leads by user and team Action -->
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<record id="action_report_crm_partner_assign" model="ir.actions.act_window">
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<field name="name">Partnership Analysis</field>
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<field name="res_model">crm.partner.report.assign</field>
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<field name="context">{'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_mode">graph</field>
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<field name="domain">[('grade_id', '!=', False)]</field>
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</record>
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<menuitem name="Partnerships" id="menu_report_crm_partner_assign_tree"
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parent="crm.crm_menu_report" action="action_report_crm_partner_assign" sequence="4"/>
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</flectra>
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