<?xml version="1.0"?>
<openerp>
- <data>
- <record model="board.note.type" id="note_crm_type">
- <field name="name">CRM Configuration</field>
- </record>
- <record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
- <field name="name">crm.opportunity.user.graph1</field>
- <field name="model">crm.lead.report</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Opportunities by User and Section" type="pie">
- <field name="state"/>
- <field name="nbr" operator="+"/>
- </graph>
- </field>
- </record>
- <record model="ir.actions.act_window" id="act_my_leads">
- <field name="res_model">crm.lead</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,form</field>
- <field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
- <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
- </record>
+ <data>
+ <record model="board.note.type" id="note_crm_type">
+ <field name="name">CRM Configuration</field>
+ </record>
- <record model="ir.actions.act_window" id="act_my_meetings">
- <field name="res_model">crm.meeting</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,form</field>
- <field name="view_id" ref="crm.crm_case_tree_view_meet"/>
- <field name="domain">[('user_id','=',uid),('state','!=','cancel'),('date','ilike',time.strftime("%Y-%m"))]</field>
- </record>
+ <record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
+ <field name="name">crm.opportunity.user.graph1</field>
+ <field name="model">crm.lead.report</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph string="Opportunities by User and Team" type="bar">
+ <field name="stage_id"/>
+ <field name="nbr" operator="+"/>
+ <field name="user_id" group="True"/>
+ </graph>
+ </field>
+ </record>
- <record model="ir.actions.act_window" id="act_my_leads_stage">
- <field name="res_model">crm.lead.report</field>
- <field name="view_type">form</field>
- <field name="view_mode">graph,tree,form</field>
- <field name="view_id" ref="view_report_crm_lead_graph"/>
- <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
- </record>
+ <record id="view_report_crm_oppor_graph" model="ir.ui.view">
+ <field name="name">crm.lead.report.graph</field>
+ <field name="model">crm.lead.report</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph orientation="vertical" string="Opportunity Analysis" type="bar">
+ <field name="stage_id"/>
+ <field name="planned_revenue" operator="+"/>
+ </graph>
+ </field>
+ </record>
- <record model="ir.actions.act_window" id="act_sales_pipeline">
- <field name="res_model">crm.lead.report</field>
- <field name="view_type">form</field>
- <field name="view_mode">graph,tree,form</field>
- <field name="view_id" ref="view_crm_opportunity_user_graph1"/>
- <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel'),('type', '=', 'opportunity')]</field>
- </record>
+ <record model="ir.ui.view" id="crm_case_my_open_oppor">
+ <field name="name">Opportunities</field>
+ <field name="model">crm.lead</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
+ <field name="name" string="Opportunity"/>
+ <field name="partner_id"/>
+ <field name="stage_id"/>
+ <button name="stage_previous" string="Previous Stage"
+ states="open,pending" type="object" icon="gtk-go-back" context = "{'stage_type': 'opportunity'}" />
+ <button name="stage_next" string="Next Stage"
+ states="open,pending" type="object"
+ icon="gtk-go-forward" context = "{'stage_type': 'opportunity'}" />
+ <field name="planned_revenue" sum="Total of Planned Revenue"/>
+ <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
+ <field name="date_deadline" invisible="1"/>
+ <field name="state"/>
+ <button name="case_open" string="Open"
+ states="draft,pending" type="object"
+ icon="gtk-go-forward" />
+ <button name="case_pending" string="Pending"
+ states="open,draft" type="object"
+ icon="gtk-media-pause" />
+ <button name="case_mark_lost" string="Lost"
+ states="open,pending" type="object"
+ icon="gtk-cancel" />
+ <button name="case_close" string="Won"
+ states="open,draft,pending" type="object"
+ icon="gtk-apply" />
+ </tree>
+ </field>
+ </record>
- <record model="ir.ui.view" id="board_crm_form">
- <field name="name">CRM - Dashboard Form</field>
- <field name="model">board.board</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Connecting Dashboard">
- <hpaned>
- <child1>
- <action
- string="My Opportunities"
- name="%(act_my_leads)d"
- colspan="4"
- height="150"
- width="510"/>
- <action
- string="My Meetings"
- name="%(act_my_meetings)d"
- height="150"
- colspan="4"/>
- </child1>
- <child2>
- <action
- string="Revenues by stage"
- name="%(act_my_leads_stage)d"
+ <record model="ir.actions.act_window" id="act_my_oppor">
+ <field name="name">My Open Opportunities</field>
+ <field name="res_model">crm.lead</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,form</field>
+ <field name="view_id" ref="crm_case_my_open_oppor"/>
+ <field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
+ </record>
+
+ <record model="ir.actions.act_window.view" id="act_my_oppor_tree_view">
+ <field name="sequence" eval="1"/>
+ <field name="view_mode">tree</field>
+ <field name="view_id" ref="crm_case_my_open_oppor"/>
+ <field name="act_window_id" ref="act_my_oppor"/>
+ </record>
+
+ <record model="ir.actions.act_window.view" id="act_my_oppor_form_view">
+ <field name="sequence" eval="2"/>
+ <field name="view_mode">form</field>
+ <field name="view_id" ref="crm_case_form_view_oppor"/>
+ <field name="act_window_id" ref="act_my_oppor"/>
+ </record>
+
+ <record model="ir.actions.act_window" id="act_my_meetings">
+ <field name="res_model">crm.meeting</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,form</field>
+ <field name="view_id" ref="crm.crm_case_tree_view_meet"/>
+ <field name="domain">[('user_id','=',uid),('state','not in',('cancel','done'))]</field>
+ </record>
+
+ <record model="ir.actions.act_window" id="act_my_oppor_stage">
+ <field name="res_model">crm.lead.report</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">graph,tree,form</field>
+ <field name="view_id" ref="view_report_crm_oppor_graph"/>
+ <field name="domain">['&', '&', ('user_id','=',uid), ('type', '=', 'opportunity'), '!' , '&', ('state', '=', 'done'), ('date_closed','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
+ <field name="context">{'search_default_Stage':1}</field>
+ </record>
+
+ <record model="ir.actions.act_window" id="act_sales_pipeline">
+ <field name="res_model">crm.lead.report</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">graph,tree,form</field>
+ <field name="view_id" ref="view_crm_opportunity_user_graph1"/>
+ <field name="domain">['&', ('user_id', '=', uid),'&', ('state', '=', 'done') , '&', ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</field>
+ </record>
+
+ <record model="ir.ui.view" id="board_crm_form">
+ <field name="name">Sales Dashboard Form</field>
+ <field name="model">board.board</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Sales Dashboard">
+ <hpaned>
+ <child1>
+ <action
+ string="My Open Opportunities"
+ name="%(act_my_oppor)d"
+ colspan="4"
+ height="150"
+ groups="base.group_sale_salesman,base.group_sale_manager"
+ width="510"/>
+ <action
+ string="My Meetings"
+ name="%(act_my_meetings)d"
+ height="150"
+ colspan="4"/>
+ </child1>
+ <child2>
+ <action
+ string="My Planned Revenues by Stage"
+ name="%(act_my_oppor_stage)d"
+ groups="base.group_sale_salesman,base.group_sale_manager"
colspan="4"/>
<action
- string="My Sales Pipeline"
+ string="My Win/Lost Ratio for the Last Year"
name="%(act_sales_pipeline)d"
+ groups="base.group_sale_salesman,base.group_sale_manager"
colspan="4"/>
</child2>
</hpaned>
</field>
</record>
<record model="ir.actions.act_window" id="open_board_crm">
- <field name="name">CRM Dashboard</field>
+ <field name="name">Sales Dashboard</field>
<field name="res_model">board.board</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="usage">menu</field>
<field name="view_id" ref="board_crm_form"/>
</record>
- <menuitem icon="terp-graph" id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
+ <menuitem id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
<menuitem
- name="Connecting Dashboard" parent="board.menu_dasboard"
+ name="Sales Dashboard" parent="board.menu_dasboard"
action="open_board_crm"
sequence="1"
- id="menu_board_crm" icon="terp-graph"/>
+ id="menu_board_crm" icon="terp-graph"
+ groups="base.group_sale_salesman"/>
+
+ <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0" action="open_board_crm"/>
</data>
</openerp>
projects / odoo / odoo.git / blobdiff