570 lines
25 KiB
XML
Executable File
570 lines
25 KiB
XML
Executable File
<?xml version="1.0" encoding="UTF-8"?>
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<odoo>
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<!-- Form View for sos_sales_achievement_report -->
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<record id="view_sos_sales_achievement_report_form" model="ir.ui.view">
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<field name="name">sos.sales.achievement.report.form</field>
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<field name="model">sos_sales_achievement_report</field>
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<field name="arch" type="xml">
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<form string="Sales Achievement Report">
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<header>
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<button class="btn btn-primary" type="object"
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name="action_report_achievement_btn"><i class="fa fa-print"></i> Print Report</button>
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</header>
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<sheet>
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<h2 style="text-align: center;text-transform: uppercase;text-shadow: 1px 1p 1px #140718;color: #65407c;padding:5px;">Sales Achievements Report</h2><hr></hr><br></br>
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<group>
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<group><field name="financial_year" style="font-size: 20px; pointer-events: none; color: #793595;"/>
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</group>
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<group><field name="category" /></group>
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<group><field name="overall_target" /></group>
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<group><field name="sales_person" invisible="category == 'export'"/></group>
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<table groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user" style="margin-left: 15px;"><tr>
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<td><group><field name="opening_balance"/>
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</group></td>
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<td><button name="action_view_brief_lines_acc"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 0}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</td>
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</tr>
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</table>
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</group>
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<button groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user" name="action_yet_to_bill"
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type="object"
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string="📝 Yet To Bill"
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class="btn-primary"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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<br></br><br></br>
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<table class="table_custom">
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<thead>
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<tr style="background-color: lavender;">
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<th class="column">Month</th>
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<th class="column">April</th>
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<th class="column">May</th>
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<th class="column">June</th>
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<th class="column">July</th>
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<th class="column">August</th>
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<th class="column">September</th>
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<th class="column">October</th>
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<th class="column">November</th>
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<th class="column">December</th>
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<th class="column">January</th>
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<th class="column">February</th>
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<th class="column">March</th>
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<th class="column">Total</th>
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<th class="column">YTD</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="column" style="background-color: lavender;">Target</td>
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<td><field name="planned_target_april" /></td>
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<td><field name="planned_target_may" /></td>
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<td><field name="planned_target_june" /></td>
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<td><field name="planned_target_july" /></td>
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<td><field name="planned_target_august" /></td>
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<td><field name="planned_target_september" /></td>
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<td><field name="planned_target_october" /></td>
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<td><field name="planned_target_november" /></td>
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<td><field name="planned_target_december" /></td>
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<td><field name="planned_target_january" /></td>
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<td><field name="planned_target_february" /></td>
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<td><field name="planned_target_march" /></td>
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<td><field name="planned_target_total" /></td>
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<td><field name="ytd_target" /></td>
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</tr>
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<tr>
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<td class="column" style="background-color: lavender;">PO Received</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_april" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 4}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_may" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 5}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_june" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 6}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_july" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 7}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_august" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 8}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_september" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 9}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_october" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 10}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_november" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 11}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_december" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 12}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_january" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 1}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_february" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 2}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="actual_target_march" readonly="1" widget="monetary"/>
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<button name="action_view_brief_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 3}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td><field name="actual_target_total" /></td>
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<td><field name="ytd_sales" /></td>
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</tr>
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<tr>
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<td class="column" style="background-color: lavender;">%</td>
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<td><field name="achievement_percentage_april" /></td>
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<td><field name="achievement_percentage_may" /></td>
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<td><field name="achievement_percentage_june" /></td>
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<td><field name="achievement_percentage_july" /></td>
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<td><field name="achievement_percentage_august" /></td>
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<td><field name="achievement_percentage_september" /></td>
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<td><field name="achievement_percentage_october" /></td>
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<td><field name="achievement_percentage_november" /></td>
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<td><field name="achievement_percentage_december" /></td>
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<td><field name="achievement_percentage_january" /></td>
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<td><field name="achievement_percentage_february" /></td>
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<td><field name="achievement_percentage_march" /></td>
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<td><field name="achievement_percentage_total" /></td>
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<td><field name="ytd_sales_percentage" /></td>
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</tr>
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<tr groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user" style="background-color: lavender;"><td class="column" colspan="15" style="text-align: center;
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color: #000;text-transform: capitalize;">To be filled by Accounts team</td></tr>
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<tr groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user">
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<field name="can_edit_billed_target" invisible="1"/>
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<td class="column" style="background-color: lavender;">Billed</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_april" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 4, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_may" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 5, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_june" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 6, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_july" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 7, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_august" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 8, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_september" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 9, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_october" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 10, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_november" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 11, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_december" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 12, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_january" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 1, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_february" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 2, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="billed_target_march" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 3, 'action': 'Billed'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td><field readonly="not can_edit_billed_target" name="billed_target_total" /></td>
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<td><field readonly="not can_edit_billed_target" name="ytd_billed" /></td>
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</tr>
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<tr groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user">
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<td class="column" style="background-color: lavender;">Collected</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="collected_target_april" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 4, 'action': 'Collected'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="collected_target_may" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 5, 'action': 'Collected'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
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</div>
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</td>
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<td>
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<div style="display: flex; align-items: center;">
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<field name="collected_target_june" readonly="1" widget="monetary"/>
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<button name="action_view_billed_lines"
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type="object"
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string="📊"
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class="btn-link"
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context="{'month': 6, 'action': 'Collected'}"
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style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
|
|
</div>
|
|
</td>
|
|
<td>
|
|
<div style="display: flex; align-items: center;">
|
|
<field name="collected_target_july" readonly="1" widget="monetary"/>
|
|
<button name="action_view_billed_lines"
|
|
type="object"
|
|
string="📊"
|
|
class="btn-link"
|
|
context="{'month': 7, 'action': 'Collected'}"
|
|
style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
|
|
</div>
|
|
</td>
|
|
<td>
|
|
<div style="display: flex; align-items: center;">
|
|
<field name="collected_target_august" readonly="1" widget="monetary"/>
|
|
<button name="action_view_billed_lines"
|
|
type="object"
|
|
string="📊"
|
|
class="btn-link"
|
|
context="{'month': 8, 'action': 'Collected'}"
|
|
style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
|
|
</div>
|
|
</td>
|
|
<td>
|
|
<div style="display: flex; align-items: center;">
|
|
<field name="collected_target_september" readonly="1" widget="monetary"/>
|
|
<button name="action_view_billed_lines"
|
|
type="object"
|
|
string="📊"
|
|
class="btn-link"
|
|
context="{'month': 9, 'action': 'Collected'}"
|
|
style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
|
|
</div>
|
|
</td>
|
|
<td>
|
|
<div style="display: flex; align-items: center;">
|
|
<field name="collected_target_october" readonly="1" widget="monetary"/>
|
|
<button name="action_view_billed_lines"
|
|
type="object"
|
|
string="📊"
|
|
class="btn-link"
|
|
context="{'month': 10, 'action': 'Collected'}"
|
|
style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
|
|
</div>
|
|
</td>
|
|
<td>
|
|
<div style="display: flex; align-items: center;">
|
|
<field name="collected_target_november" readonly="1" widget="monetary"/>
|
|
<button name="action_view_billed_lines"
|
|
type="object"
|
|
string="📊"
|
|
class="btn-link"
|
|
context="{'month': 11, 'action': 'Collected'}"
|
|
style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
|
|
</div>
|
|
</td>
|
|
<td>
|
|
<div style="display: flex; align-items: center;">
|
|
<field name="collected_target_december" readonly="1" widget="monetary"/>
|
|
<button name="action_view_billed_lines"
|
|
type="object"
|
|
string="📊"
|
|
class="btn-link"
|
|
context="{'month': 12, 'action': 'Collected'}"
|
|
style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
|
|
</div>
|
|
</td>
|
|
<td>
|
|
<div style="display: flex; align-items: center;">
|
|
<field name="collected_target_january" readonly="1" widget="monetary"/>
|
|
<button name="action_view_billed_lines"
|
|
type="object"
|
|
string="📊"
|
|
class="btn-link"
|
|
context="{'month': 1, 'action': 'Collected'}"
|
|
style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
|
|
</div>
|
|
</td>
|
|
<td>
|
|
<div style="display: flex; align-items: center;">
|
|
<field name="collected_target_february" readonly="1" widget="monetary"/>
|
|
<button name="action_view_billed_lines"
|
|
type="object"
|
|
string="📊"
|
|
class="btn-link"
|
|
context="{'month': 2, 'action': 'Collected'}"
|
|
style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
|
|
</div>
|
|
</td>
|
|
<td>
|
|
<div style="display: flex; align-items: center;">
|
|
<field name="collected_target_march" readonly="1" widget="monetary"/>
|
|
<button name="action_view_billed_lines"
|
|
type="object"
|
|
string="📊"
|
|
class="btn-link"
|
|
context="{'month': 3, 'action': 'Collected'}"
|
|
style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
|
|
</div>
|
|
</td>
|
|
<td><field readonly="not can_edit_billed_target" name="collected_target_total" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="ytd_collected" /></td>
|
|
</tr>
|
|
<tr groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user">
|
|
<field name="can_edit_billed_target" invisible="1"/>
|
|
<td class="column" style="background-color: lavender;">Yet to Bill</td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_april" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_may" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_june" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_july" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_august" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_september" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_october" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_november" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_december" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_january" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_february" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_march" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_total" /></td>
|
|
<td><field readonly="not can_edit_billed_target" name="ytd_yet_to_billed" /></td>
|
|
</tr>
|
|
</tbody>
|
|
</table>
|
|
|
|
|
|
</sheet>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Tree View for sos_sales_achievement_report -->
|
|
<record id="view_sos_sales_achievement_report_tree" model="ir.ui.view">
|
|
<field name="name">sos.sales.achievement.report.tree</field>
|
|
<field name="model">sos_sales_achievement_report</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Sales Achievement Reports">
|
|
<field name="financial_year" />
|
|
<field name="category"/>
|
|
<field name="sales_person" />
|
|
<field name="overall_target" />
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Action to Open sos_sales_achievement_report -->
|
|
<record id="action_sos_sales_achievement_report" model="ir.actions.act_window">
|
|
<field name="name">Sales Achievement Report</field>
|
|
<field name="res_model">sos_sales_achievement_report</field>
|
|
<field name="view_mode">tree,form</field>
|
|
<field name="context">{'group_by': 'financial_year'}</field>
|
|
<field name="help" type="html">
|
|
<p>Create and manage sales achievement reports.</p>
|
|
</field>
|
|
</record>
|
|
<menuitem id="sos_sales_achievement_report" name="Sales Achievements Report"
|
|
parent="sos_sales_report" sequence="3"
|
|
action="action_sos_sales_achievement_report"/>
|
|
|
|
</odoo>
|