X-Git-Url: http://git.inspyration.org/?a=blobdiff_plain;f=addons%2Fcrm%2Fboard_crm_view.xml;h=d5b484f25dc18ef698734f2d28b0785900cea39f;hb=4618ca0be5aa6932f649541584af7e27ea69d503;hp=ed6044a6fd6173c8d7ee8b85b79ce301a17a1290;hpb=5ecfa4d758837e27b09598e8b6981e633031a804;p=odoo%2Fodoo.git

diff --git a/addons/crm/board_crm_view.xml b/addons/crm/board_crm_view.xml
index ed6044a..d5b484f 100644
--- a/addons/crm/board_crm_view.xml
+++ b/addons/crm/board_crm_view.xml
@@ -1,23 +1,23 @@
 <?xml version="1.0"?>
 <openerp>
-	<data>
-		<record model="board.note.type" id="note_crm_type">
-			<field name="name">CRM Configuration</field>
-		</record>
+     <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 Team" type="bar">
+                         <field name="stage_id"/>
+                         <field name="nbr" operator="+"/>
+                         <field name="user_id" group="True"/>
+                    </graph>
+               </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="bar">
-					<field name="stage_id"/>
-					<field name="nbr" operator="+"/>
-					<field name="user_id" group="True"/>
-				</graph>
-			</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>
@@ -30,66 +30,119 @@
             </field>
         </record>
 
-		<record model="ir.actions.act_window" id="act_my_oppor">
-			<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"/>
+        <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 &lt; 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.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>
 
-		<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.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" 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">['&amp;', ('user_id','=',uid), '!' , '&amp;', ('state', '=', 'done'), ('date_closed','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
-		</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_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">['&amp;', ('state', '=', 'done') , '&amp;', ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</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">['&amp;', '&amp;', ('user_id','=',uid), ('type', '=', 'opportunity'), '!' , '&amp;', ('state', '=', 'done'),  ('date_closed','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
+               <field name="context">{'search_default_Stage':1}</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 Open Opportunities"
-								name="%(act_my_oppor)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"
+          <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">['&amp;', ('user_id', '=', uid),'&amp;', ('state', '=', 'done') , '&amp;', ('create_date','&gt;',(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="Win/Lost Ratio for the last Year"
+                                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>
@@ -97,18 +150,21 @@
             </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>