88 lines
4.4 KiB
XML
88 lines
4.4 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="sale_achievement_report_view_list" model="ir.ui.view">
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<field name="name">sale.commission.achievement.report.view.list</field>
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<field name="model">sale.commission.achievement.report</field>
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<field name="arch" type="xml">
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<list create="0" delete="0" action="open_related" type="object">
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<field name="user_id"/>
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<field name="team_id" optional="hide"/>
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<field name="plan_id" optional="visible"/>
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<field name="date" optional="hide"/>
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<field name="commission_target_amount" string="Commission Target" optional="hide"/>
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<field name="target_rate" widget="percentage" optional="hide"/>
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<field name="target_amount" string="Target"/>
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<field name="commission_rate" widget="percentage" optional="hide"/>
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<field name="target_id" string="Period"/>
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<field name="related_res_id" string="Source"/>
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<field name="partner_id" optional="show"/>
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<field name="currency_id" optional="hide"/>
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<field name="achieved" sum="Total Achieved"/>
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</list>
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</field>
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</record>
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<record id="sale_achievement_report_view_pivot" model="ir.ui.view">
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<field name="name">sale.commission.achievement.report.view.pivot</field>
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<field name="model">sale.commission.achievement.report</field>
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<field name="arch" type="xml">
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<pivot>
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<field name="target_id" type="row"/>
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<field name="achieved" type="col"/>
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<field name="achieved" type="measure"/>
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</pivot>
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</field>
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</record>
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<record id="sale_achievement_report_view_graph" model="ir.ui.view">
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<field name="name">sale.commission.achievement.report.view.graph</field>
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<field name="model">sale.commission.achievement.report</field>
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<field name="arch" type="xml">
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<graph>
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<field name="plan_id" type="row"/>
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<field name="user_id" type="row"/>
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<field name="target_id" type="col"/>
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<field name="achieved" type="measure"/>
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</graph>
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</field>
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</record>
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<record id="sale_achievement_report_view_search" model="ir.ui.view">
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<field name="name">sale.commission.achievement.report.view.search</field>
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<field name="model">sale.commission.achievement.report</field>
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<field name="arch" type="xml">
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<search string="Achievement Report">
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<field name="user_id"/>
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<field name="team_id"/>
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<field name="plan_id" groups="sales_team.group_sale_manager"/>
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<field name="target_id"/>
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<field name="company_id"/>
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<filter name="filter_date" date="date" string="Date"/>
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<separator/>
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<filter string="My Achievements" name="my" domain="[('user_id', '=', uid)]"/>
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<separator/>
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<filter string="Current Period" name="current"
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domain="[('target_id.date_from', '<', 'today'), ('target_id.date_to', '>', 'today')]"/>
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<group>
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<filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}"/>
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<filter string="Sales Team" name="salesteam" context="{'group_by':'team_id'}"/>
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<filter string="Target" name="target" context="{'group_by':'target_id'}"/>
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<filter string="Commission Plan" name="plan" context="{'group_by':'plan_id'}" groups="sales_team.group_sale_manager"/>
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<filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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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="sale_achievement_action_report" model="ir.actions.act_window">
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<field name="name">Achievements</field>
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<field name="res_model">sale.commission.achievement.report</field>
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<field name="view_mode">list,graph,pivot</field>
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<field name="context">{'search_default_my': 1}</field>
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<field name="search_view_id" ref='sale_achievement_report_view_search'/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face"/>
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</field>
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</record>
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</odoo>
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