76 lines
3.5 KiB
XML
76 lines
3.5 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_lead_assign_filter" model="ir.ui.view">
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<field name="name">crm.lead.report.assign.select</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<search string="Leads Analysis">
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<field name="team_id" context="{'invisible_team': False}"/>
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<field name="grade_id"/>
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<field name="user_id"/>
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<field name="partner_assigned_id"/>
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<group expand="0" string="Extended Filters...">
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<field name="partner_id"/>
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<separator/>
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<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
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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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<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" context="{'group_by':'team_id'}"/>
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<filter string="Country" context="{'group_by':'country_id'}" />
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<filter string="Company" context="{'group_by':'company_id'}" />
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<separator/>
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<filter string="Assign Month" context="{'group_by':'date_assign:month'}"/>
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</group>
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</search>
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</field>
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</record>
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<!-- Crm Lead Assign report pivot View -->
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<record id="view_report_crm_lead_assign_pivot" model="ir.ui.view">
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<field name="name">crm.lead.assign.pivot</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<pivot string="Lead Assign" disable_linking="True">
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<field name="date_assign" interval="month" type="col"/>
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<field name="delay_open" type="measure"/>
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<field name="probability" type="measure"/>
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</pivot>
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</field>
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</record>
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<!-- Crm Lead Assign report Graph View -->
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<record id="view_report_crm_lead_assign_graph" model="ir.ui.view">
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<field name="name">crm.lead.assign.graph</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<graph string="Lead Assign">
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<field name="date_assign"/>
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<field name="delay_open" 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_opportunity_assign" model="ir.actions.act_window">
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<field name="name">Opp. Assignment Analysis</field>
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<field name="res_model">crm.lead.report.assign</field>
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<field name="view_type">form</field>
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<field name="context">{'default_type': 'opportunity', 'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_mode">graph,pivot</field>
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<field name="domain">[('type', '=', 'opportunity')]</field>
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</record>
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<menuitem id="menu_report_crm_opportunities_assign_tree"
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parent="crm.crm_menu_report" name="Opp. Assignment" action="action_report_crm_opportunity_assign" sequence="3"/>
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</flectra>
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