120 lines
6.7 KiB
XML
120 lines
6.7 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_activity_report_view_graph" model="ir.ui.view">
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<field name="name">crm.activity.report.graph</field>
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<field name="model">crm.activity.report</field>
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<field name="arch" type="xml">
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<graph string="Activities Analysis" sample="1">
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<field name="mail_activity_type_id"/>
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<field name="date" interval="month"/>
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</graph>
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</field>
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</record>
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<record id="crm_activity_report_view_pivot" model="ir.ui.view">
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<field name="name">crm.activity.report.pivot</field>
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<field name="model">crm.activity.report</field>
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<field name="arch" type="xml">
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<pivot string="Activities Analysis" sample="1">
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<field name="mail_activity_type_id" type="col"/>
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<field name="date" interval="month" type="row"/>
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</pivot>
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</field>
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</record>
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<record id="crm_activity_report_view_tree" model="ir.ui.view">
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<field name="name">crm.activity.report.tree</field>
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<field name="model">crm.activity.report</field>
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<field name="arch" type="xml">
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<tree default_order="date desc">
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<field name="date"/>
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<field name="author_id" widget="many2one_avatar"/>
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<field name="mail_activity_type_id"/>
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<field name="body" optional="hide"/>
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="tag_ids" string="Lead Tags" optional="show" widget="many2many_tags" options="{'color_field': 'color'}"/>
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</tree>
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</field>
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</record>
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<record id="crm_activity_report_view_search" model="ir.ui.view">
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<field name="name">crm.activity.report.search</field>
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<field name="model">crm.activity.report</field>
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<field name="arch" type="xml">
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<search string="Activities Analysis">
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<field name="mail_activity_type_id" string="Activity Type"/>
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<field name="lead_id" string="Opportunity"/>
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<field name="user_id" string="Salesperson"/>
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<field name="team_id" context="{'invisible_team': False}"/>
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<field name="author_id" string="Assigned To"/>
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<field name="tag_ids" string="Lead Tags"/>
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<separator groups="crm.group_use_lead"/>
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<filter string="Leads" name="lead" domain="[('lead_type', '=', 'lead')]" help="Show only lead" groups="crm.group_use_lead"/>
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<filter string="Opportunities" name="opportunity" domain="[('lead_type', '=', 'opportunity')]" help="Show only opportunity" groups="crm.group_use_lead"/>
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<separator/>
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<filter string="Won" name="won" domain="[('stage_id.is_won', '=', True)]"/>
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<separator/>
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<filter string="Trailing 12 months" name="completion_date" domain="[
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('date', '>=', (datetime.datetime.combine(context_today() + relativedelta(days=-365), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S')),
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('date', '<=', (datetime.datetime.combine(context_today(), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S'))]"/>
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<separator/>
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<filter name="filter_date" date="date"/>
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<separator/>
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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="Activity" name="group_by_activity_type" context="{'group_by': 'mail_activity_type_id'}"/>
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<filter string="Type" name="group_by_subtype" context="{'group_by': 'subtype_id'}"/>
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<filter string="Assigned To" name="group_by_author_id" context="{'group_by': 'author_id'}"/>
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<filter string="Completion Date" name="group_by_completion_date" context="{'group_by': 'date:month'}"/>
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<separator/>
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<filter string="Salesperson" name="group_by_user_id" 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="Stage" name="stage" context="{'group_by': 'stage_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="Creation Date" name="group_by_lead_date_creation" context="{'group_by': 'lead_create_date'}"/>
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<filter string="Expected Closing" name="group_by_date_deadline" context="{'group_by': 'date_deadline'}"/>
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<filter string="Closed Date" name="group_by_date_closed" context="{'group_by': 'date_closed'}"/>
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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_activity_report_action" model="ir.actions.act_window">
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<field name="name">Activities</field>
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<field name="res_model">crm.activity.report</field>
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<field name="view_mode">graph,pivot,tree</field>
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<field name="context">{
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'search_default_completion_date': 1,
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'pivot_column_groupby': ['subtype_id', 'mail_activity_type_id'],
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'pivot_row_groupby': ['date:month'],
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'graph_mode': 'bar',
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'graph_groupbys': ['date:month', 'subtype_id'],
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}</field>
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<field name="domain">[]</field>
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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 yet!
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</p><p>
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Start scheduling activities on your opportunities
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</p>
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</field>
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</record>
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<record id="crm_activity_report_action_team" model="ir.actions.act_window">
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<field name="name">Pipeline Activities</field>
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<field name="res_model">crm.activity.report</field>
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<field name="view_mode">graph,pivot,tree</field>
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<field name="context">{'search_default_team_id': active_id}</field>
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<field name="domain">[]</field>
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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 yet!
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</p><p>
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Start scheduling activities on your opportunities
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</p>
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</field>
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</record>
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</odoo>
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