83 lines
4.4 KiB
XML
83 lines
4.4 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<flectra>
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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" stacked="True">
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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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</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" disable_linking="True">
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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_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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<filter string="My Activities" name="activities_my" domain="[('user_id', '=', uid)]"/>
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<separator/>
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<filter name="lead" string="Leads" domain="[('lead_type','=', 'lead')]" help="Show only lead"/>
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<filter name="opportunity" string="Opportunities" domain="[('lead_type','=','opportunity')]" help="Show only opportunity"/>
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<separator/>
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<filter string="Won" name="won"
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domain="['&', ('stage_id.probability', '=', 100), ('stage_id.on_change', '=', 1)]"/>
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<separator/>
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<filter string="This Month" name="this_month" domain="[('date', '>=', context_today().strftime('%%Y-%%m-01'))]"/>
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<filter string="Last Month" name="last_month" domain="['&', ('date', '>=', (context_today() - relativedelta(months=1)).strftime('%%Y-%%m-01')), ('date', '<', context_today().strftime('%%Y-%%m-01'))]"/>
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<field name="team_id" context="{'invisible_team': False}"/>
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<field name="author_id" string="Created By"/>
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<group expand="1" string="Group By">
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<filter string="Created By" name="group_by_salesperson" context="{'group_by':'author_id'}"/>
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<filter string="Sales Channel" context="{'group_by':'team_id'}"/>
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<filter string="Country" context="{'group_by':'country_id'}" />
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<filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<filter string="Stage" context="{'group_by':'stage_id'}"/>
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<filter string="Month" context="{'group_by':'date:month'}" name="month"/>
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<filter string="Leads" name="group_by_opportunity" context="{'group_by':'lead_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_activity_report_action" model="ir.actions.act_window">
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<field name="name">Activities Analysis</field>
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<field name="res_model">crm.activity.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,pivot</field>
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<field name="context">{'search_default_activities_my': True}</field>
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<field name="domain">[]</field>
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</record>
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<menuitem
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id="crm_activity_report_menu"
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name="Activities"
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groups="sales_team.group_sale_manager"
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parent="crm_menu_report"
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action="crm_activity_report_action"
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sequence="6"/>
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<record id="crm_activity_report_action_team" model="ir.actions.act_window">
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<field name="name">Activities Analysis</field>
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<field name="res_model">crm.activity.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,pivot</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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</record>
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</flectra>
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