36 lines
4.0 KiB
XML
36 lines
4.0 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo noupdate="1">
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<!-- ============================================ -->
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<!-- 报表模板 Demo 数据 -->
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<!-- ============================================ -->
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<record id="demo_template_sale_order" model="ai.report.template">
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<field name="name">销售订单报表</field>
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<field name="model_name">sale.order</field>
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<field name="field_list">["name","partner_id","date_order","amount_total","state","user_id"]</field>
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<field name="field_labels">{"name":"订单号","partner_id":"客户","date_order":"下单日期","amount_total":"金额","state":"状态","user_id":"销售员"}</field>
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<field name="default_order">date_order desc</field>
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<field name="default_visible">5</field>
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<field name="report_config"><![CDATA[{"columns":[{"k":"name","l":"订单号","w":130},{"k":"partner_id","l":"客户","w":120},{"k":"date_order","l":"下单日期","w":110},{"k":"amount_total","l":"金额","w":110},{"k":"state","l":"状态","w":80}],"cards":[{"label":"总金额","field":"amount_total","calc":"sum","prefix":"¥"},{"label":"订单数","field":"id","calc":"count"}],"groupBy":[{"key":"state","label":"状态"}],"defaultVisible":5,"colorRules":[{"field":"state","rules":[{"op":"eq","value":"sale","color":"#5DCAA5"},{"op":"eq","value":"draft","color":"#EFC87E"},{"op":"eq","value":"done","color":"#85B7EB"},{"op":"eq","value":"cancel","color":"#ED93B1"}]}],"filters":[{"field":"state","type":"select","label":"状态","options":["draft","sale","done","cancel"]}],"charts":[{"type":"pie","labelField":"state","calc":"count","title":"订单状态分布"},{"type":"bar","labelField":"state","valueField":"amount_total","calc":"sum","title":"各状态金额汇总"}]}]]></field>
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<field name="param_definitions"><![CDATA[[{"name":"date_from","label":"开始日期","type":"date","domain_field":"date_order","op":">=","description":"查询起始日期"},{"name":"date_to","label":"结束日期","type":"date","domain_field":"date_order","op":"<=","description":"查询截止日期"}]]]></field>
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<field name="description">当用户查询销售订单列表或销售业绩时使用此模板。支持按日期范围筛选。</field>
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<field name="sequence">10</field>
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<field name="active" eval="True"/>
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</record>
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<record id="demo_template_crm_lead" model="ai.report.template">
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<field name="name">销售线索报表</field>
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<field name="model_name">crm.lead</field>
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<field name="field_list">["name","partner_name","expected_revenue","probability","stage_id","create_date","user_id"]</field>
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<field name="field_labels">{"name":"线索名称","partner_name":"客户","expected_revenue":"预期收入","probability":"赢单率","stage_id":"阶段","create_date":"创建时间","user_id":"负责人"}</field>
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<field name="default_order">create_date desc</field>
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<field name="default_visible">6</field>
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<field name="report_config"><![CDATA[{"columns":[{"k":"name","l":"线索名称","w":140},{"k":"partner_name","l":"客户","w":120},{"k":"expected_revenue","l":"预期收入","w":110},{"k":"probability","l":"赢单率","w":80},{"k":"stage_id","l":"阶段","w":100},{"k":"create_date","l":"创建时间","w":120}],"cards":[{"label":"预期总收入","field":"expected_revenue","calc":"sum","prefix":"¥"},{"label":"线索数","field":"id","calc":"count"}],"groupBy":[{"key":"stage_id","label":"阶段"}],"defaultVisible":6,"colorRules":[],"filters":[{"field":"probability","type":"input","label":"最低赢单率"}],"charts":[{"type":"bar","labelField":"stage_id","valueField":"expected_revenue","calc":"sum","title":"各阶段预期收入"},{"type":"doughnut","labelField":"stage_id","calc":"count","title":"线索阶段分布"}]}]]></field>
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<field name="description">当用户查询销售线索列表或销售管道时使用此模板。</field>
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<field name="sequence">20</field>
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<field name="active" eval="True"/>
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</record>
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</odoo>
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