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Diffstat (limited to 'addons/crm/report/crm_activity_report_views.xml')
| -rw-r--r-- | addons/crm/report/crm_activity_report_views.xml | 125 |
1 files changed, 125 insertions, 0 deletions
diff --git a/addons/crm/report/crm_activity_report_views.xml b/addons/crm/report/crm_activity_report_views.xml new file mode 100644 index 00000000..987b865f --- /dev/null +++ b/addons/crm/report/crm_activity_report_views.xml @@ -0,0 +1,125 @@ +<?xml version="1.0" encoding="utf-8"?> +<odoo> + + <record id="crm_activity_report_view_graph" model="ir.ui.view"> + <field name="name">crm.activity.report.graph</field> + <field name="model">crm.activity.report</field> + <field name="arch" type="xml"> + <graph string="Activities Analysis" stacked="True" sample="1" disable_linking="1"> + <field name="mail_activity_type_id" type="col"/> + <field name="date" interval="month" type="row"/> + </graph> + </field> + </record> + + <record id="crm_activity_report_view_pivot" model="ir.ui.view"> + <field name="name">crm.activity.report.pivot</field> + <field name="model">crm.activity.report</field> + <field name="arch" type="xml"> + <pivot string="Activities Analysis" disable_linking="True" sample="1"> + <field name="mail_activity_type_id" type="col"/> + <field name="date" interval="month" type="row"/> + </pivot> + </field> + </record> + + <record id="crm_activity_report_view_tree" model="ir.ui.view"> + <field name="name">crm.activity.report.tree</field> + <field name="model">crm.activity.report</field> + <field name="arch" type="xml"> + <tree default_order="date desc"> + <field name="date"/> + <field name="author_id"/> + <field name="mail_activity_type_id"/> + <field name="body"/> + <field name="company_id" groups="base.group_multi_company"/> + </tree> + </field> + </record> + + <record id="crm_activity_report_view_search" model="ir.ui.view"> + <field name="name">crm.activity.report.search</field> + <field name="model">crm.activity.report</field> + <field name="arch" type="xml"> + <search string="Activities Analysis"> + <field name="mail_activity_type_id" string="Activity Type"/> + <field name="lead_id" string="Opportunity"/> + <field name="user_id" string="Salesperson"/> + <field name="team_id" context="{'invisible_team': False}"/> + <field name="author_id" string="Assigned To"/> + <separator groups="crm.group_use_lead"/> + <filter string="Leads" name="lead" domain="[('lead_type', '=', 'lead')]" help="Show only lead" groups="crm.group_use_lead"/> + <filter string="Opportunities" name="opportunity" domain="[('lead_type', '=', 'opportunity')]" help="Show only opportunity" groups="crm.group_use_lead"/> + <separator/> + <filter string="Won" name="won" domain="[('stage_id.is_won', '=', True)]"/> + <separator/> + <filter string="Trailing 12 months" name="completion_date" domain="[ + ('date', '>=', (datetime.datetime.combine(context_today() + relativedelta(days=-365), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S')), + ('date', '>=', (datetime.datetime.combine(context_today(), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S'))]"/> + <separator/> + <filter name="filter_date" date="date"/> + <separator/> + <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/> + <group expand="1" string="Group By"> + <filter string="Activity" name="group_by_activity_type" context="{'group_by': 'mail_activity_type_id'}"/> + <filter string="Type" name="group_by_subtype" context="{'group_by': 'subtype_id'}"/> + <filter string="Assigned To" name="group_by_author_id" context="{'group_by': 'author_id'}"/> + <filter string="Completion Date" name="group_by_completion_date" context="{'group_by': 'date:month'}"/> + <separator/> + <filter string="Salesperson" name="group_by_user_id" context="{'group_by': 'user_id'}"/> + <filter string="Sales Team" name="saleschannel" context="{'group_by': 'team_id'}"/> + <filter string="Stage" name="stage" context="{'group_by': 'stage_id'}"/> + <filter string="Company" name="company" context="{'group_by': 'company_id'}" groups="base.group_multi_company"/> + <filter string="Creation Date" name="group_by_lead_date_creation" context="{'group_by': 'lead_create_date'}"/> + <filter string="Expected Closing" name="group_by_date_deadline" context="{'group_by': 'date_deadline'}"/> + <filter string="Closed Date" name="group_by_date_closed" context="{'group_by': 'date_closed'}"/> + </group> + </search> + </field> + </record> + + <record id="crm_activity_report_action" model="ir.actions.act_window"> + <field name="name">Pipeline Activities</field> + <field name="res_model">crm.activity.report</field> + <field name="view_mode">graph,pivot,tree</field> + <field name="context">{ + 'search_default_completion_date': 1, + 'pivot_column_groupby': ['subtype_id', 'mail_activity_type_id'], + 'pivot_row_groupby': ['date:month'], + 'graph_mode': 'bar', + 'graph_groupbys': ['date:month', 'subtype_id'], + }</field> + <field name="domain">[]</field> + <field name="help" type="html"> + <p class="o_view_nocontent_smiling_face"> + No data yet! + </p><p> + Start scheduling activities on your opportunities + </p> + </field> + </record> + + <menuitem + id="crm_activity_report_menu" + name="Activities" + groups="sales_team.group_sale_manager" + parent="crm_menu_report" + action="crm_activity_report_action" + sequence="3"/> + + <record id="crm_activity_report_action_team" model="ir.actions.act_window"> + <field name="name">Pipeline Activities</field> + <field name="res_model">crm.activity.report</field> + <field name="view_mode">graph,pivot,tree</field> + <field name="context">{'search_default_team_id': active_id}</field> + <field name="domain">[]</field> + <field name="help" type="html"> + <p class="o_view_nocontent_smiling_face"> + No data yet! + </p><p> + Start scheduling activities on your opportunities + </p> + </field> + </record> + +</odoo> |