Initial Commit

8 years ago · 601fb63113
13 changed files with 500 additions and 0 deletions
--- a/crm_won_lost_report/README.rst
+++ b/crm_won_lost_report/README.rst
@ -0,0 +1,14 @@
+CRM Won/Lost Leads XLS Report
+=============================
+
+    This module will generate crm leads won/lost xls report.
+
+    Sales->Report -> Won/Lost Reports
+
+
+Credits
+=======
+Cybrosys Techno Solutions
+Author
+------
+* Cybrosys <www.cybrosys.com>
--- a/crm_won_lost_report/init.py
+++ b/crm_won_lost_report/init.py
@ -0,0 +1,25 @@
+# -*- coding: utf-8 -*-
+
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2016-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Niyas Raphy(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <https://www.gnu.org/licenses/>.
+#
+##############################################################################
+import models
+import report
--- a/crm_won_lost_report/openerp.py
+++ b/crm_won_lost_report/openerp.py
@ -0,0 +1,44 @@
+# -*- coding: utf-8 -*-
+
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2016-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Niyas Raphy(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <https://www.gnu.org/licenses/>.
+#
+##############################################################################
+{
+    'name': "CRM Won/Lost XLS Report",
+    'version': '9.0.1.0.0',
+    "category": "Sales",
+    'summary': """Generate CRM XLS Report of Won/Lost Leads""",
+    'description': """Generate CRM XLS Report of Won/Lost leads""",
+    'author': "Cybrosys Techno Solutions",
+    'company': "Cybrosys Techno Solutions",
+    'website': "https://www.cybrosys.com",
+    'depends': ['base', 'crm', 'report_xlsx'],
+    'data': [
+           'views/new_menu_view.xml',
+           'security/ir.model.access.csv',
+
+    ],
+    'images': ['static/description/banner.jpg'],
+    'license': 'LGPL-3',
+    'installable': True,
+    'auto_install': False,
+    'application': False,
+}
--- a/crm_won_lost_report/models/init.py
+++ b/crm_won_lost_report/models/init.py
@ -0,0 +1,24 @@
+# -*- coding: utf-8 -*-
+
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2016-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Niyas Raphy(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <https://www.gnu.org/licenses/>.
+#
+##############################################################################
+import crm_won_lost_report
--- a/crm_won_lost_report/models/crm_won_lost_report.py
+++ b/crm_won_lost_report/models/crm_won_lost_report.py
@ -0,0 +1,46 @@
+# -*- coding: utf-8 -*-
+
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2016-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Niyas Raphy(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <https://www.gnu.org/licenses/>.
+#
+##############################################################################
+from openerp import models, fields
+
+
+class ResUsers(models.Model):
+    _inherit = 'res.users'
+
+    user_ref_ids = fields.Many2many('res.users', 'ref2', 'ref1', 'sales_person', string="User", invisible=1)
+
+
+class CrmReport(models.TransientModel):
+    _name = 'crm.won.lost.report'
+
+    sales_person = fields.Many2many('res.users', 'ref1', 'ref2', 'user_ref_ids', string="Sales Persons")
+    start_date = fields.Date('Start Date')
+    end_date = fields.Date('End Date', default=fields.Date.today)
+
+    def print_xls_report(self, cr, uid, ids, context=None):
+        data = self.read(cr, uid, ids)[0]
+        return {'type': 'ir.actions.report.xml',
+                'report_name': 'crm_won_lost_report.report_crm_won_lost_report.xlsx',
+                'datas': data
+                }
+
--- a/crm_won_lost_report/report/init.py
+++ b/crm_won_lost_report/report/init.py
@ -0,0 +1,26 @@
+# -*- coding: utf-8 -*-
+
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2016-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Niyas Raphy(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <https://www.gnu.org/licenses/>.
+#
+##############################################################################
+import crm_won_lost_report
+
+
--- a/crm_won_lost_report/report/crm_won_lost_report.py
+++ b/crm_won_lost_report/report/crm_won_lost_report.py
@ -0,0 +1,193 @@
+# -*- coding: utf-8 -*-
+
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2016-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Niyas Raphy(<https://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <https://www.gnu.org/licenses/>.
+#
+##############################################################################
+from time import gmtime, strftime
+from openerp.addons.report_xlsx.report.report_xlsx import ReportXlsx
+
+
+class CrmReportWonLost(ReportXlsx):
+
+    def generate_xlsx_report(self, workbook, data, lines):
+        current_date = strftime("%Y-%m-%d", gmtime())
+        logged_users = self.env['res.users'].search([('id', '=', data['create_uid'][0])])
+        sheet = workbook.add_worksheet()
+        format1 = workbook.add_format({'font_size': 16, 'align': 'vcenter', 'bg_color': '#D3D3D3', 'bold': True})
+        format3 = workbook.add_format({'font_size': 10, 'bold': True})
+        format4 = workbook.add_format({'font_size': 10})
+        format5 = workbook.add_format({'font_size': 10, 'bg_color': '#FFFFFF'})
+        format7 = workbook.add_format({'font_size': 12, 'bg_color': '#eaeae1'})
+        format8 = workbook.add_format({'font_size': 10, 'bg_color': '#D3D3D3'})
+        format9 = workbook.add_format({'font_size': 10, 'align': 'vcenter', 'bg_color': '#ff1a1a', 'bold': True})
+        format10 = workbook.add_format({'font_size': 10, 'bg_color': '#00ff00'})
+        format11 = workbook.add_format({'font_size': 10, 'bg_color': '#ff0000'})
+        justify = workbook.add_format({'right': True, 'left': True, 'font_size': 12})
+        format3.set_align('center')
+        justify.set_align('justify')
+        format1.set_align('center')
+        sheet.merge_range('A1:B1', logged_users.company_id.name, format5)
+        sheet.merge_range('A2:M2', logged_users.company_id.street, format5)
+        sheet.write('A3', logged_users.company_id.city, format5)
+        sheet.merge_range('B3:N3', logged_users.company_id.zip, format5)
+        sheet.merge_range('A4:B4', logged_users.company_id.state_id.name, format5)
+        sheet.merge_range('A5:B5', logged_users.company_id.country_id.name, format5)
+        sheet.merge_range('M1:N1', logged_users.company_id.rml_header1, format5)
+        sheet.write('M4', "From Date:", format5)
+        if data['start_date']:
+            sheet.write('N4', data['start_date'], format5)
+        else:
+            sheet.write('N4', '', format5)
+        sheet.write('M5', 'To Date:', format5)
+        if data['end_date']:
+            sheet.write('N5', data['end_date'], format5)
+        else:
+            sheet.write('N5', current_date, format5)
+        sheet.merge_range(0, 2, 4, 11, "", format5)
+        sheet.merge_range(1, 2, 2, 13, "", format5)
+        sheet.merge_range(1, 6, 4, 8, "", format5)
+        irow = 5
+        icol = 0
+        sheet.merge_range(irow, icol, irow+2, icol + 13, 'CRM WON/LOST REPORT', format1)
+        sheet.merge_range('A9:B9', "Sales Person", format7)
+        sheet.write('C9', "Status", format7)
+        sheet.merge_range('D9:G9', "Lead Name", format7)
+        sheet.write('H9', "Exp. Rev", format7)
+        sheet.merge_range('I9:K9', "Reason", format7)
+        sheet.merge_range('L9:N9', "Internal Note", format7)
+        sales_person = []
+        if data['sales_person']:
+            for user_sales in data['sales_person']:
+                sales_person.append(user_sales)
+        else:
+            res_users = self.env['res.users'].search([])
+            for users in res_users:
+                sales_person.append(users.id)
+        irow = 8
+        icol = 0
+        for person in sales_person:
+            lost_list = []
+            sale_users = self.env['res.users'].search([('id', '=', person)])
+            lost_leads = self.env['crm.lead'].search([('active', '=', False)])
+            if data['start_date'] and data['end_date']:
+                crm_stages = self.env['crm.lead'].search([('user_id', '=', person),
+                                                          ('date_closed', '>=', data['start_date']),
+                                                          ('date_closed', '<=', data['end_date'])])
+
+                for lost in lost_leads:
+                    if lost.user_id.id == person:
+                        if lost.create_date >= data['start_date'] and lost.create_date < data['end_date']:
+                            lost_list.append(lost.id)
+            elif data['start_date'] and not data['end_date']:
+                crm_stages = self.env['crm.lead'].search([('user_id', '=', person),
+                                                          ('date_closed', '>=', data['start_date'])])
+                for lost in lost_leads:
+                    if lost.user_id.id == person:
+                        if lost.create_date >= data['start_date']:
+                            lost_list.append(lost.id)
+            elif not data['start_date'] and data['end_date']:
+                crm_stages = self.env['crm.lead'].search([('user_id', '=', person),
+                                                          ('date_closed', '<=', data['end_date'])])
+                for lost in lost_leads:
+                    if lost.user_id.id == person:
+                        if lost.create_date < data['end_date']:
+                            lost_list.append(lost.id)
+            else:
+                crm_stages = self.env['crm.lead'].search([('user_id', '=', person)])
+                for lost in lost_leads:
+                    if lost.user_id.id == person:
+                            lost_list.append(lost.id)
+            if crm_stages or lost_list:
+                irow += 1
+                sheet.merge_range(irow, icol, irow, icol + 1, sale_users.partner_id.name, format8)
+                sheet.write(irow, icol + 2, '', format8)
+                sheet.merge_range(irow, icol+3, irow, icol + 6, '', format8)
+                sheet.write(irow, icol + 7, '', format8)
+                sheet.merge_range(irow, icol + 8, irow, icol+10, '', format8)
+                sheet.merge_range(irow, icol + 11, irow, icol + 13, '', format8)
+                won_list = []
+                for stages in crm_stages:
+                    if stages.active and stages.date_closed:
+                        won_list.append(stages.id)
+                if won_list:
+                    irow += 1
+                    icol = 0
+                    sheet.merge_range(irow, icol, irow, icol + 1, '', format3)
+                    sheet.write(irow, icol + 2, 'Won', format10)
+                    sheet.merge_range(irow, icol + 3, irow, icol + 6, '', format3)
+                    sheet.write(irow, icol + 7, '', format3)
+                    sheet.merge_range(irow, icol + 8, irow, icol + 10, '', format3)
+                    sheet.merge_range(irow, icol + 11, irow, icol + 13, '', format3)
+                    for won_leads in won_list:
+                        lead_won = self.env['crm.lead'].search([('id', '=', won_leads)])
+                        irow += 1
+                        icol = 0
+                        sheet.merge_range(irow, icol, irow, icol + 1, '', format3)
+                        sheet.write(irow, icol + 2, '', format3)
+                        sheet.merge_range(irow, icol + 3, irow, icol + 6, lead_won.name, format4)
+                        if lead_won.planned_revenue:
+                            sheet.write(irow, icol + 7, lead_won.planned_revenue, format4)
+                        else:
+                            sheet.write(irow, icol + 7, '', format4)
+                        sheet.merge_range(irow, icol + 8, irow, icol + 10, '', format4)
+                        if lead_won.description:
+                            sheet.merge_range(irow, icol + 11, irow, icol + 13, lead_won.description, format4)
+                        else:
+                            sheet.merge_range(irow, icol + 11, irow, icol + 13, '', format4)
+
+                if lost_list:
+                    irow += 1
+                    icol = 0
+                    sheet.merge_range(irow, icol, irow, icol + 1, '', format3)
+                    sheet.write(irow, icol + 2, 'Lost', format11)
+                    sheet.merge_range(irow, icol + 3, irow, icol + 6, '', format3)
+                    sheet.write(irow, icol + 7, '', format3)
+                    sheet.merge_range(irow, icol + 8, irow, icol + 10, '', format3)
+                    sheet.merge_range(irow, icol + 11, irow, icol + 13, '', format3)
+                    all_lead_lost = self.env['crm.lead'].search([('active', '=', False)])
+                    for lost_leads in all_lead_lost:
+                        if lost_leads.lost_reason:
+                            get_lost_reason = self.env['crm.lost.reason'].search([('id', '=', lost_leads.lost_reason.id)])
+                            reason_lost = get_lost_reason.name
+                        if lost_leads.id in lost_list:
+                            irow += 1
+                            icol = 0
+                            sheet.merge_range(irow, icol, irow, icol + 1, '', format3)
+                            sheet.write(irow, icol + 2, '', format3)
+                            sheet.merge_range(irow, icol + 3, irow, icol + 6, lost_leads.name, format4)
+                            if lost_leads.planned_revenue:
+                                sheet.write(irow, icol + 7, lost_leads.planned_revenue, format4)
+                            else:
+                                sheet.write(irow, icol + 7, '', format4)
+                            if lost_leads.lost_reason:
+                                sheet.merge_range(irow, icol + 8, irow, icol + 10, reason_lost, format4)
+                            else:
+                                sheet.merge_range(irow, icol + 8, irow, icol + 10, '', format4)
+                            if lost_leads.description:
+                                sheet.merge_range(irow, icol + 11, irow, icol + 13, lost_leads.description, format4)
+                            else:
+                                sheet.merge_range(irow, icol + 11, irow, icol + 13, '', format4)
+                if not won_list and not lost_list:
+                    sheet.merge_range(irow + 1, icol, irow + 2, icol + 13, 'No Won/Lost Leads', format9)
+                    irow += 2
+        sheet.merge_range(irow + 1, icol, irow + 2, icol + 13, '', format1)
+
+CrmReportWonLost('report.crm_won_lost_report.report_crm_won_lost_report.xlsx', 'crm.won.lost.report')
--- a/crm_won_lost_report/security/ir.model.access.csv
+++ b/crm_won_lost_report/security/ir.model.access.csv
@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_crm_won_lost_report,access.crm.report,model_crm_won_lost_report,base.group_sale_manager,1,1,1,1
+
--- a/crm_won_lost_report/static/description/banner.jpg
+++ b/crm_won_lost_report/static/description/banner.jpg
--- a/crm_won_lost_report/static/description/icon.png
+++ b/crm_won_lost_report/static/description/icon.png
--- a/crm_won_lost_report/static/description/index.html
+++ b/crm_won_lost_report/static/description/index.html
@ -0,0 +1,79 @@
+<section class="oe_container">
+    <div class="oe_spaced">
+        <h2 class="oe_slogan">CRM WON/LOST XLS REPORT</h2>
+        <h3 class="oe_slogan">This Module generate won / lost XLS report for the CRM leads .</h3>
+        <h4 class="oe_slogan" style="font-size: 23px;">Author : Cybrosys Techno Solutions , www.cybrosys.com</h4>
+    </div>
+    <div class="oe_spaced" style="padding-left:65px;">
+        <h4>Features:</h4>
+        <div>
+            <span style="color:green;"> &#9745; </span> XLS report<br/>
+            <span style="color:green;"> &#9745; </span> In report, filters like sales person, start date and end date is added<br/>
+
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <div class="oe_picture">
+            <h3 class="oe_slogan">Overview</h3>
+            <p class="oe_mt32">
+            Currently in Odoo there is no won / lost XLS report for the CRM leads. This module will add such a feature so that
+                it will be easy to distinguish each sales person's perfomance based on his/her won and lost leads
+            </p>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <h3 class="oe_slogan">Report</h3>
+        <div class="" style="text-align: center">
+            <p>
+            You can take the report from,
+                <h4>Sales-> Report -> Won/Lost Reports</h4>
+            <p>
+        </div>
+        <div class="oe_span12">
+            <div class="" style="text-align: center">
+            <p>
+            Sample Report
+            <p>
+        </div>
+            <div class="oe_row_img oe_centered">
+                <img class="oe_picture oe_screenshot" style="border:10px solid white;" src="report_xls.png">
+            </div>
+        </div>
+        <br>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+		<h2 class="oe_slogan" style="margin-top:20px;" >Need Any Help?</h2>
+		<div class="oe_slogan" style="margin-top:10px !important;">
+            <div>
+				<a  class="btn btn-primary btn-lg mt8"
+				style="color: #FFFFFF !important;border-radius: 0;" href="https://www.cybrosys.com"><i
+				class="fa fa-envelope"></i> Email </a> <a
+				class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
+				href="https://www.cybrosys.com/contact/"><i
+				class="fa fa-phone"></i> Contact Us </a> <a
+				class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
+				href="https://www.cybrosys.com/odoo-customization-and-installation/"><i
+				class="fa fa-check-square"></i> Request Customization </a>
+	        </div>
+            <br>
+		    <img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block">
+            <div>
+			  <a href="https://twitter.com/cybrosys" target="_blank"><i class="fa fa-2x fa-twitter" style="color:white;background: #00a0d1;width:35px;"></i></a></td>
+              <a href="https://www.linkedin.com/company/cybrosys-technologies-pvt-ltd" target="_blank"><i class="fa fa-2x fa-linkedin" style="color:white;background: #31a3d6;width:35px;padding-left: 3px;"></i></a></td>
+              <a href="https://www.facebook.com/cybrosystechnologies" target="_blank"><i class="fa fa-2x fa-facebook" style="color:white;background: #3b5998;width:35px;padding-left: 8px;"></i></a></td>
+              <a href="https://plus.google.com/106641282743045431892/about" target="_blank"><i class="fa fa-2x fa-google-plus" style="color:white;background: #c53c2c;width:35px;padding-left: 3px;"></i></a></td>
+              <a href="https://in.pinterest.com/cybrosys" target="_blank"><i class="fa fa-2x fa-pinterest" style="color:white;background: #ac0f18;width:35px;padding-left: 3px;"></i></a></td>
+            </div>
+		</div>
+</section>
+
+
+
--- a/crm_won_lost_report/static/description/report_xls.png
+++ b/crm_won_lost_report/static/description/report_xls.png
--- a/crm_won_lost_report/views/new_menu_view.xml
+++ b/crm_won_lost_report/views/new_menu_view.xml
@ -0,0 +1,46 @@
+<?xml version="1.0"?>
+<openerp>
+    <data>
+        <report
+            id="partner_xlsx"
+            model="crm.won.lost.report"
+            string="Won/Lost Report"
+            report_type="xlsx"
+            name="crm_won_lost_report.report_crm_won_lost_report.xlsx"
+            file="crm_won_lost_report.report_crm_won_lost_report.xlsx"
+            attachment_use="False"
+        />
+        <record id="view_crm_won_lost_report" model="ir.ui.view">
+            <field name="name">CRM Report</field>
+            <field name="model">crm.won.lost.report</field>
+            <field name="arch" type="xml">
+                <form string="Choose your details">
+                    <group>
+                        <group>
+                             <field name="sales_person" widget="many2many_tags" style="width: 40%%" />
+                        </group>
+                        <group>
+                            <field name="start_date" />
+                            <field name="end_date" />
+                        </group>
+                    </group>
+                    <footer>
+                        <button name="print_xls_report" string="Print Report" type="object"  class="oe_highlight"  />
+                        or
+                        <button string="Cancel" class="oe_link" special="cancel" groups="base.group_sale_manager"/>
+                    </footer>
+                </form>
+            </field>
+        </record>
+        <record id="action_crm_won_lost_report" model="ir.actions.act_window">
+            <field name="name">WON / LOST Report</field>
+            <field name="res_model">crm.won.lost.report</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+            <field name="view_id" ref="view_crm_won_lost_report"/>
+            <field name="target">new</field>
+        </record>
+        <menuitem id="crm_won_lost_report_menu" name="WON / LOST Report" parent="base.menu_sale_report" action="action_crm_won_lost_report" groups="base.group_sale_manager"/>
+    </data>
+</openerp>
+