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https://github.com/bringout/oca-ocb-crm.git
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19.0 vanilla
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parent
dc68f80d3f
commit
7221b9ac46
610 changed files with 135477 additions and 161677 deletions
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@ -24,16 +24,17 @@
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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="name">crm.activity.report.list</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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<list default_order="date desc">
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<field name="date"/>
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<field name="author_id"/>
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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"/>
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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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</tree>
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<field name="tag_ids" string="Lead Tags" optional="show" widget="many2many_tags" options="{'color_field': 'color'}"/>
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</list>
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</field>
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</record>
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@ -47,20 +48,22 @@
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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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<filter string="Lost" name="lost" domain="[('won_status', '=', 'lost')]" context="{'active_test': False}"/>
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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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('date', '>=', '-1y'),
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('date', '<', '+1d =0H')]"/>
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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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<group>
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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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@ -81,7 +84,7 @@
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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="view_mode">graph,pivot,list</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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@ -92,9 +95,9 @@
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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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Let's get to work!
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</p><p>
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Start scheduling activities on your opportunities
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Activities marked as Done on Leads will appear here, providing an overview of lead interactions.
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</p>
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</field>
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</record>
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@ -102,14 +105,14 @@
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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="view_mode">graph,pivot,list</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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Let's get to work!
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</p><p>
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Start scheduling activities on your opportunities
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Activities marked as Done on Leads will appear here, providing an overview of lead interactions.
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</p>
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</field>
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</record>
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