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tradon/modules/sale_opportunity/opportunity_reporting.xml
2026-03-14 09:42:12 +00:00

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<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<tryton>
<data>
<menuitem
name="Opportunities"
parent="sale.menu_reporting"
sequence="50"
id="menu_reporting_opportunity"
icon="tryton-graph"/>
<record model="ir.ui.view" id="reporting_context_view_form">
<field name="model">sale.opportunity.reporting.context</field>
<field name="type">form</field>
<field name="name">opportunity_reporting_context_form</field>
</record>
<!-- Main -->
<record model="ir.ui.view" id="reporting_main_view_list">
<field name="model">sale.opportunity.reporting.main</field>
<field name="type">tree</field>
<field name="name">opportunity_reporting_main_list</field>
</record>
<record model="ir.ui.view" id="reporting_main_view_graph_number">
<field name="model">sale.opportunity.reporting.main</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_main_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_main_view_graph_amount">
<field name="model">sale.opportunity.reporting.main</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_main_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_main">
<field name="name">Opportunities</field>
<field name="res_model">sale.opportunity.reporting.main</field>
<field name="context_model">sale.opportunity.reporting.context</field>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_main_view_list"/>
<field name="act_window" ref="act_reporting_main"/>
</record>
<record model="ir.action.keyword" id="act_reporting_main_keyword1">
<field name="keyword">tree_open</field>
<field name="model" ref="menu_reporting_opportunity"/>
<field name="action" ref="act_reporting_main"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_main_companies">
<field name="name">User in companies</field>
<field name="model">sale.opportunity.reporting.main</field>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_main_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_main_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_main">
<field name="model">sale.opportunity.reporting.main</field>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_main_sale">
<field name="model">sale.opportunity.reporting.main</field>
<field name="group" ref="sale.group_sale"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.ui.view" id="reporting_main_time_series_view_list">
<field name="model">sale.opportunity.reporting.main.time_series</field>
<field name="type">tree</field>
<field name="name">opportunity_reporting_main_time_series_list</field>
</record>
<record model="ir.ui.view" id="reporting_main_time_series_view_graph_number">
<field name="model">sale.opportunity.reporting.main.time_series</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_main_view_graph_number"/>
<field name="name">opportunity_reporting_main_time_series_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_main_time_series_view_graph_amount">
<field name="model">sale.opportunity.reporting.main.time_series</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_main_view_graph_amount"/>
<field name="name">opportunity_reporting_main_time_series_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_main_time_series">
<field name="name">Opportunities</field>
<field name="res_model">sale.opportunity.reporting.main.time_series</field>
<field name="context_model">sale.opportunity.reporting.context</field>
<field name="order" eval="[('date', 'DESC')]" pyson="1"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_time_series_list_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_main_time_series_view_list"/>
<field name="act_window" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_time_series_list_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_main_time_series_view_graph_number"/>
<field name="act_window" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_time_series_list_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_main_time_series_view_graph_amount"/>
<field name="act_window" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.action.keyword" id="act_reporting_main_time_series_list_keyword1">
<field name="keyword">tree_open</field>
<field name="model">sale.opportunity.reporting.main,-1</field>
<field name="action" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_main_time_series_companies">
<field name="name">User in companies</field>
<field name="model">sale.opportunity.reporting.main.time_series</field>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_main_time_series_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_main_time_series_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_main_time_series">
<field name="model">sale.opportunity.reporting.main.time_series</field>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_main_time_series_sale">
<field name="model">sale.opportunity.reporting.main.time_series</field>
<field name="group" ref="sale.group_sale"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<!-- Conversion -->
<record model="ir.ui.view" id="reporting_conversion_view_list">
<field name="model">sale.opportunity.reporting.conversion</field>
<field name="type">tree</field>
<field name="name">opportunity_reporting_conversion_list</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_view_graph_number">
<field name="model">sale.opportunity.reporting.conversion</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_conversion_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_view_graph_amount">
<field name="model">sale.opportunity.reporting.conversion</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_conversion_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_conversion">
<field name="name">Opportunity Conversions</field>
<field name="res_model">sale.opportunity.reporting.conversion</field>
<field name="context_model">sale.opportunity.reporting.context</field>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_conversion_view_list"/>
<field name="act_window" ref="act_reporting_conversion"/>
</record>
<record model="ir.action.keyword" id="act_reporting_conversion_keyword1">
<field name="keyword">tree_open</field>
<field name="model" ref="menu_reporting_opportunity"/>
<field name="action" ref="act_reporting_conversion"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_conversion_companies">
<field name="name">User in companies</field>
<field name="model">sale.opportunity.reporting.conversion</field>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_conversion_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_conversion_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion">
<field name="model">sale.opportunity.reporting.conversion</field>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion_sale">
<field name="model">sale.opportunity.reporting.conversion</field>
<field name="group" ref="sale.group_sale"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.ui.view" id="reporting_conversion_time_series_view_list">
<field name="model">sale.opportunity.reporting.conversion.time_series</field>
<field name="type">tree</field>
<field name="name">opportunity_reporting_conversion_time_series_list</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_time_series_view_graph_number">
<field name="model">sale.opportunity.reporting.conversion.time_series</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_conversion_view_graph_number"/>
<field name="name">opportunity_reporting_conversion_time_series_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_time_series_view_graph_amount">
<field name="model">sale.opportunity.reporting.conversion.time_series</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_conversion_view_graph_amount"/>
<field name="name">opportunity_reporting_conversion_time_series_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_conversion_time_series">
<field name="name">Opportunity Conversions</field>
<field name="res_model">sale.opportunity.reporting.conversion.time_series</field>
<field name="context_model">sale.opportunity.reporting.context</field>
<field name="order" eval="[('date', 'DESC')]" pyson="1"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_time_series_list_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_conversion_time_series_view_list"/>
<field name="act_window" ref="act_reporting_conversion_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_time_series_list_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_conversion_time_series_view_graph_number"/>
<field name="act_window" ref="act_reporting_conversion_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_time_series_list_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_conversion_time_series_view_graph_amount"/>
<field name="act_window" ref="act_reporting_conversion_time_series"/>
</record>
<record model="ir.action.keyword" id="act_reporting_conversion_time_series_list_keyword1">
<field name="keyword">tree_open</field>
<field name="model">sale.opportunity.reporting.conversion,-1</field>
<field name="action" ref="act_reporting_conversion_time_series"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_conversion_time_series_companies">
<field name="name">User in companies</field>
<field name="model">sale.opportunity.reporting.conversion.time_series</field>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_conversion_time_series_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_conversion_time_series_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion_time_series">
<field name="model">sale.opportunity.reporting.conversion.time_series</field>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion_time_series_sale">
<field name="model">sale.opportunity.reporting.conversion.time_series</field>
<field name="group" ref="sale.group_sale"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<!-- Conversion Employee -->
<record model="ir.ui.view" id="reporting_conversion_employee_view_list">
<field name="model">sale.opportunity.reporting.conversion.employee</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_conversion_view_list"/>
<field name="name">opportunity_reporting_conversion_employee_list</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_employee_view_graph_number">
<field name="model">sale.opportunity.reporting.conversion.employee</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_conversion_view_graph_number"/>
<field name="name">opportunity_reporting_conversion_employee_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_employee_view_graph_amount">
<field name="model">sale.opportunity.reporting.conversion.employee</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_conversion_view_graph_amount"/>
<field name="name">opportunity_reporting_conversion_employee_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_conversion_employee">
<field name="name">Opportunity Conversions per Employee</field>
<field name="res_model">sale.opportunity.reporting.conversion.employee</field>
<field name="context_model">sale.opportunity.reporting.context</field>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_conversion_employee_view_list"/>
<field name="act_window" ref="act_reporting_conversion_employee"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_conversion_employee_view_graph_number"/>
<field name="act_window" ref="act_reporting_conversion_employee"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_conversion_employee_view_graph_amount"/>
<field name="act_window" ref="act_reporting_conversion_employee"/>
</record>
<record model="ir.action.keyword" id="act_reporting_conversion_employee_keyword1">
<field name="keyword">tree_open</field>
<field name="model" ref="menu_reporting_opportunity"/>
<field name="action" ref="act_reporting_conversion_employee"/>
</record>
<record model="ir.action.keyword" id="act_reporting_conversion_employee_keyword2">
<field name="keyword">tree_open</field>
<field name="model">sale.opportunity.reporting.conversion,-1</field>
<field name="action" ref="act_reporting_conversion_employee"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_conversion_employee_companies">
<field name="name">User in companies</field>
<field name="model">sale.opportunity.reporting.conversion.employee</field>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_conversion_employee_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_conversion_employee_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion_employee">
<field name="model">sale.opportunity.reporting.conversion.employee</field>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion_employee_sale">
<field name="model">sale.opportunity.reporting.conversion.employee</field>
<field name="group" ref="sale.group_sale"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.ui.view" id="reporting_conversion_employee_time_series_view_list">
<field name="model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="type">tree</field>
<field name="name">opportunity_reporting_conversion_time_series_list</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_employee_time_series_view_graph_number">
<field name="model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_conversion_time_series_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_employee_time_series_view_graph_amount">
<field name="model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_conversion_time_series_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_conversion_employee_time_series">
<field name="name">Opportunity Conversions per Employee</field>
<field name="res_model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="context_model">sale.opportunity.reporting.context</field>
<field
name="domain"
eval="[('employee', '=', Eval('active_id', -1))]"
pyson="1"/>
<field name="order" eval="[('date', 'DESC')]" pyson="1"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_time_series_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_conversion_employee_time_series_view_list"/>
<field name="act_window" ref="act_reporting_conversion_employee_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_time_series_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_conversion_employee_time_series_view_graph_number"/>
<field name="act_window" ref="act_reporting_conversion_employee_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_time_series_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_conversion_employee_time_series_view_graph_amount"/>
<field name="act_window" ref="act_reporting_conversion_employee_time_series"/>
</record>
<record model="ir.action.keyword" id="act_reporting_conversion_employee_time_series_keyword1">
<field name="keyword">tree_open</field>
<field name="model">sale.opportunity.reporting.conversion.employee,-1</field>
<field name="action" ref="act_reporting_conversion_employee_time_series"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_conversion_employee_time_series_companies">
<field name="name">User in companies</field>
<field name="model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_conversion_employee_time_series_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_conversion_employee_time_series_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion_employee_time_series">
<field name="model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion_employee_time_series_sale">
<field name="model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="group" ref="sale.group_sale"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
</data>
</tryton>