132 lines
6.9 KiB
XML
132 lines
6.9 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="sale_commission_report_view_list" model="ir.ui.view">
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<field name="name">sale.commission.report.view.list</field>
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<field name="model">sale.commission.report</field>
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<field name="arch" type="xml">
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<list create="0" delete="0" editable="top">
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<field name="user_id"/>
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<field name="plan_id" optional="visible"/>
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<field name="date_from" string="Period"/>
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<field name="payment_date" optional="hide"/>
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<field name="forecast" readonly="0" optional="hide"/>
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<field name="notes" readonly="0" optional="hide"/>
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<field name="target_amount" invisible="target_amount == 0" sum="Total Target"/>
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<field name="achieved" sum="Total achieved"/>
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<field name="achieved_rate" widget="percentage" optional="hide" invisible="target_amount == 0"/>
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<field name="commission" sum="Total commission"/>
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<field name="currency_id" column_invisible="True"/> <!-- Monetary field -->
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<button name="action_achievement_detail" title="Achievements" type="object" string="Details" help="See associated achievements"/>
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</list>
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</field>
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</record>
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<record id="sale_commission_report_view_graph" model="ir.ui.view">
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<field name="name">sale.commission.report.view.graph</field>
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<field name="model">sale.commission.report</field>
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<field name="arch" type="xml">
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<graph>
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<field name="payment_date" type="col"/>
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<field name="plan_id"/>
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<field name="commission" type="measure"/>
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</graph>
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</field>
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</record>
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<record id="sale_commission_report_view_pivot" model="ir.ui.view">
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<field name="name">sale.commission.report.view.pivot</field>
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<field name="model">sale.commission.report</field>
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<field name="arch" type="xml">
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<pivot>
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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="payment_date" type="col"/>
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<field name="commission" type="measure"/>
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<field name="achieved" type="measure"/>
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<field name="forecast" type="measure"/>
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<field name="achieved_rate" type="measure"/>
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<field name="target_amount" type="measure"/>
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</pivot>
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</field>
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</record>
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<record id="sale_commission_report_view_search" model="ir.ui.view">
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<field name="name">sale.commission.report.view.search</field>
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<field name="model">sale.commission.report</field>
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<field name="arch" type="xml">
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<search string="Commission Report">
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<field name="user_id"/>
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<field name="plan_id" groups="sales_team.group_sale_manager"/>
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<field name="company_id"/>
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<filter string="My Commissions" name="my"
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domain="[('user_id', '=', uid)]"/>
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<separator/>
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<filter string="Active Plans" name="active_plans"
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domain="[('plan_id.date_from', '<', 'today'), ('plan_id.date_to', '>', 'today')]"/>
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<separator/>
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<filter string="Period" name="filter_date_to" date="date_to"/>
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<separator/>
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<filter string="This Year" name="this_year" domain="[('date_to', '<=', '=1m =1d +1y'), ('date_from', '>=', '=1m =1d')]"/>
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<filter string="Last Year" name="last_year" domain="[('date_to', '<=', '=1m =1d'), ('date_from', '>=', '=1m =1d -1y')]"/>
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<separator/>
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<group>
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<filter string="Salesperson" name="group_by_salesperson" context="{'group_by':'user_id'}"/>
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<filter string="Period" name="group_by_date_to" context="{'group_by': 'date_to:month'}"/>
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<filter string="Payment Date" name="group_by_payment_date" context="{'group_by':'payment_date'}"/>
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<filter string="Commission Plan" name="group_by_plan" context="{'group_by':'plan_id'}" groups="sales_team.group_sale_manager"/>
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<filter string="Company" name="group_by_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_commission_action_report" model="ir.actions.act_window">
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<field name="name">Commissions</field>
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<field name="res_model">sale.commission.report</field>
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<field name="view_mode">list,graph,pivot</field>
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<field name="context">{'search_default_active_plans': 1, 'search_default_my': 1, 'search_default_this_year': 1}</field>
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<field name="search_view_id" ref="sale_commission_report_view_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_neutral_face">
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Unfortunately, there are no commissions for you
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</p>
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<p>
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Ensure you are assigned to a commission plan and have made sales that qualify for commissions
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</p>
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</field>
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</record>
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<record id="sale_commission_action_report_sale" model="ir.actions.act_window">
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<field name="name">Commissions</field>
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<field name="res_model">sale.commission.report</field>
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<field name="view_mode">pivot,graph</field>
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<field name="context">{'search_default_active_plans': 1, 'search_default_my': 1, 'search_default_last_quarter': 1, 'search_default_this_quarter': 1}</field>
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<field name="search_view_id" ref="sale_commission_report_view_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_neutral_face">
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Unfortunately, there are no commissions for you
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</p>
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<p>
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Ensure you are assigned to a commission plan and have made sales that qualify for commissions
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</p>
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</field>
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</record>
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<record id="sale_commission_action_my_report" model="ir.actions.act_window">
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<field name="name">My Commissions</field>
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<field name="res_model">sale.commission.report</field>
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<field name="view_mode">list,graph,pivot</field>
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<field name="context">{'commission_user_ids': uid, 'search_default_active_plans': 1, 'search_default_last_quarter': 1, 'search_default_this_quarter': 1}</field>
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<field name="domain">[('user_id', '=', uid)]</field>
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<field name="search_view_id" ref="sale_commission_report_view_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_neutral_face">
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Unfortunately, there are no commissions for you
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</p>
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<p>
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Ensure you are assigned to a commission plan and have made sales that qualify for commissions
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</p>
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</field>
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</record>
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</odoo>
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