226 lines
14 KiB
XML
226 lines
14 KiB
XML
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="crm_lead_view_tree_opportunity_reporting" model="ir.ui.view">
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<field name="name">crm.lead.tree.opportunity.reporting</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/>
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<field name="mode">primary</field>
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<field name="arch" type="xml">
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<xpath expr="//button[@name='%(crm.action_lead_mail_compose)d']" position="replace"/>
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<xpath expr="//button[@name='action_snooze']" position="replace"/>
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</field>
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</record>
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<!-- Opportunities by user and team pivot View -->
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<record id="crm_opportunity_report_view_pivot" model="ir.ui.view">
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<field name="name">crm.opportunity.report.pivot</field>
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<field name="model">crm.lead</field>
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<field name="priority">60</field>
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<field name="arch" type="xml">
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<pivot string="Pipeline Analysis" sample="1">
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<field name="create_date" interval="month" type="col"/>
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<field name="stage_id" type="row"/>
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<field name="prorated_revenue" type="measure"/>
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<field name="color" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</pivot>
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</field>
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</record>
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<record id="crm_opportunity_report_view_pivot_lead" model="ir.ui.view">
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<field name="name">crm.opportunity.report.view.pivot.lead</field>
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<field name="model">crm.lead</field>
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<field name="priority">60</field>
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<field name="arch" type="xml">
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<pivot string="Leads Analysis" sample="1">
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<field name="create_date" interval="month" type="row"/>
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<field name="team_id" type="col"/>
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<field name="color" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</pivot>
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</field>
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</record>
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<!-- Opportunities by user and team Graph View -->
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<record id="crm_opportunity_report_view_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</field>
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<field name="arch" type="xml">
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<graph string="Pipeline Analysis" sample="1">
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<field name="stage_id"/>
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<field name="date_deadline" interval="month"/>
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<field name="prorated_revenue" type="measure"/>
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<field name="color" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</graph>
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</field>
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</record>
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<record id="crm_opportunity_report_view_graph_lead" model="ir.ui.view">
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<field name="name">crm.opportunity.report.graph.lead</field>
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<field name="model">crm.lead</field>
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<field name="priority">20</field>
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<field name="arch" type="xml">
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<graph string="Leads Analysis" sample="1">
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<field name="create_date" interval="month"/>
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<field name="team_id"/>
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<field name="color" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</graph>
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</field>
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</record>
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<!-- Opportunities by user and team Search View -->
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<record id="crm_opportunity_report_view_search" model="ir.ui.view">
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<field name="name">crm.lead.search</field>
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<field name="model">crm.lead</field>
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<field name="priority">32</field>
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<field name="arch" type="xml">
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<search string="Opportunities Analysis">
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<filter string="My Pipeline" name="my"
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domain="[('user_id', '=', uid)]"/>
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<separator/>
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<filter name="filter_opportunity" string="Opportunities" domain="[('type','=','opportunity')]" help="Show only opportunities" groups="crm.group_use_lead"/>
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<filter name="filter_lead" string="Leads" domain="[('type','=', 'lead')]" help="Show only leads" groups="crm.group_use_lead"/>
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<separator/>
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<filter string="Active" name="filter_active"
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domain="[('active', '=', True)]"/>
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<filter string="Inactive" name="filter_inactive"
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domain="[('active', '=', False)]"/>
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<filter string="Won" name="won"
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domain="[('probability', '=', 100)]"/>
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<filter string="Lost" name="lost"
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domain="[('probability', '=', 0), ('active', '=', False)]"/>
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<field name="team_id" context="{'invisible_team': False}"/>
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<field name="user_id" string="Salesperson"/>
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<separator/>
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<filter name="filter_create_date" date="create_date" default_period="this_year"/>
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<filter string="Expected Closing" name="filter_date_deadline" date="date_deadline"/>
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<filter string="Date Closed" name="date_closed_filter" date="date_closed"/>
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<group expand="0" string="Extended Filters">
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<field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
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<field name="stage_id" domain="['|', ('team_id', '=', False), ('team_id', '=', 'team_id')]"/>
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<field name="campaign_id"/>
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<field name="medium_id"/>
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<field name="source_id"/>
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<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
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<newline/>
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<field name="create_date"/>
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<field name="date_open"/>
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<field name="date_closed"/>
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</group>
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<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
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<group expand="1" string="Group By">
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<filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}" />
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<filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/>
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<filter string="City" name="city" context="{'group_by':'city'}" />
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<filter string="Country" name="country" context="{'group_by':'country_id'}" />
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<filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<filter string="Stage" name="stage" context="{'group_by':'stage_id'}"/>
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<filter string="Campaign" name="compaign" domain="[]" context="{'group_by':'campaign_id'}"/>
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<filter string="Medium" name="medium" domain="[]" context="{'group_by':'medium_id'}"/>
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<filter string="Source" name="source" domain="[]" context="{'group_by':'source_id'}"/>
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<separator orientation="vertical" />
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<filter string="Creation Date" context="{'group_by':'create_date:month'}" name="month"/>
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<filter string="Conversion Date" context="{'group_by':'date_conversion:month'}" name="conversion_date" help="Conversion Date from Lead to Opportunity" groups="crm.group_use_lead"/>
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<filter string="Expected Closing" context="{'group_by':'date_deadline:month'}" name="date_deadline"/>
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<filter string="Closed Date" context="{'group_by':'date_closed'}" name="date_closed_groupby"/>
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<filter string="Lost Reason" name="lostreason" context="{'group_by':'lost_reason_id'}"/>
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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="crm_lead_view_tree_reporting" model="ir.ui.view">
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<field name="name">crm.lead.tree.lead.reporting</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_case_tree_view_leads"/>
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<field name="mode">primary</field>
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<field name="priority">24</field>
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<field name="arch" type="xml">
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<xpath expr="field[@name='city']" position="attributes">
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<attribute name="optional">hide</attribute>
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</xpath>
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<xpath expr="field[@name='probability']" position="before">
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<field name="type" groups="crm.group_use_lead" optional="show"/>
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<field name="stage_id" optional="show"/>
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</xpath>
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<xpath expr="field[@name='probability']" position="after">
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<field name="lost_reason_id" optional="hide"/>
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</xpath>
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</field>
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</record>
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<record id="crm_opportunity_report_action" model="ir.actions.act_window">
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<field name="name">Pipeline Analysis</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">graph,pivot,tree,form</field>
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<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
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<field name="context">{'search_default_filter_opportunity': True, 'search_default_current': True}</field>
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<field name="view_ids"
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eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph')}),
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(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot')}),
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(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_lead_view_tree_opportunity_reporting')})]"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No data found!
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</p><p>
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Use this menu to have an overview of your Pipeline.
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</p>
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</field>
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</record>
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<record id="crm_opportunity_report_action_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</field>
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<field name="view_mode">graph,pivot,tree</field>
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<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
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<field name="context">{
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'search_default_filter_active': 1,
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'search_default_filter_inactive': 1,
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'search_default_filter_create_date': 1,
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}</field>
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<field name="view_ids"
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eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph_lead')}),
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(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot_lead')}),
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(0, 0, {'view_mode': 'form', 'view_id': ref('crm_lead_view_form')}),
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(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_lead_view_tree_reporting')}),
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]"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No data found!
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</p><p>
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This analysis shows you how many leads have been created per month.
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</p>
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</field>
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</record>
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</odoo>
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