+++ /dev/null
-<?xml version="1.0"?>
-<openerp>
- <data noupdate="1">
-
- <!--
- Administrator shortcut
- Demo user startup menu
- -->
-<!-- <record model="ir.ui.view_sc" id="sc_crm_dash">
- <field name="name">CRM Dashboard</field>
- <field name="user_id" ref="base.user_demo"/>
- <field name="resource">ir.ui.menu</field>
- <field name="sequence">3</field>
- <field name="res_id" ref="menu_board_crm"/>
- </record> -->
- <record model="res.users" id="base.user_root">
- <field name="action_id" ref="open_board_crm"/>
- </record>
-
- </data>
-</openerp>
+++ /dev/null
-<?xml version="1.0"?>
-<openerp>
- <data>
- <!--
- Board for statistical view of the sections
- -->
- <record model="ir.ui.view" id="view_crm_lead_stage_graph1">
- <field name="name">Leads By Stage - Graph</field>
- <field name="model">crm.lead.report</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Leads By Stage" type="pie">
- <field name="stage_id"/>
- <field name="nbr" operator="+"/>
- </graph>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_crm_opportunity_categ_graph">
- <field name="name">report.crm.opportunity.categ.graph</field>
- <field name="model">crm.lead.report</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Opportunity by Sales Team and Categories" type="bar" orientation="horizontal">
- <field name="categ_id"/>
- <field name="nbr" operator="+"/>
- </graph>
- </field>
- </record>
-
- <act_window name="Opportunities By Categories"
- domain="[('state','!=','done'),('state','!=','cancel')]"
- res_model="crm.lead.report"
- view_type="form"
- view_mode="graph,tree,form"
- view_id="view_crm_opportunity_categ_graph"
- id="act_oppor_categ"/>
-
- <record model="ir.actions.act_window" id="act_leads_state">
- <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_lead_stage_graph1"/>
- <field name="domain">[('state','!=','done'),('state','!=','cancel')]</field>
- </record>
-
- <act_window name="Leads Of The Month By User"
- domain="[('month','=',time.strftime('%%m')),('state','!=','cancel')]"
- res_model="crm.lead.report"
- view_type="form"
- view_mode="graph,tree,form"
- view_id="view_crm_lead_stage_graph1"
- id="act_leads_month_user"/>
-
- <record model="ir.ui.view" id="board_crm_statistical_form">
- <field name="name">CRM - Statistical Dashboard Form</field>
- <field name="model">board.board</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Statistics Dashboard">
- <hpaned>
- <child1>
- <action
- string="Opportunities By Categories"
- name="%(act_oppor_categ)d"
- colspan="4"
- height="200"
- width="250"/>
-
- <action
- string="Leads By Stage"
- name="%(act_leads_state)d"
- height="200"
- colspan="4"/>
-
- </child1>
- <child2>
-
- <action
- string="Leads Of The Month By User"
- name="%(act_leads_month_user)d"
- colspan="4"/>
-
- </child2>
- </hpaned>
- </form>
- </field>
- </record>
-
- <record model="ir.actions.act_window" id="open_board_statistical_dash">
- <field name="name">CRM - Statistics 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_statistical_form"/>
- </record>
-
- <menuitem icon="terp-graph" id="base.dashboard" name="Dashboards" sequence="2" parent="base.reporting_menu"/>
- <menuitem
- name="CRM Configuration" parent="base.dashboard"
- id="menu_board_crm_config"
- groups="crm.group_crm_manager"/>
- <menuitem
- name="Statistics Dashboard" parent="menu_board_crm_config"
- action="open_board_statistical_dash"
- sequence="2"
- id="menu_board_statistics_dash"
- icon="terp-graph"/>
-
- </data>
-</openerp>
+++ /dev/null
-<?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_leads"/>
- <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</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','!=','pending'),('state','!=','cancel')]</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_crm_lead_stage_graph1"/>
- <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</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="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
- 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="My Leads By Stage"
- name="%(act_my_leads_stage)d"
- colspan="4"/>
-
- <action
- string="My Sales Pipeline"
- name="%(act_sales_pipeline)d"
- colspan="4"/>
-
- </child2>
- </hpaned>
- </form>
- </field>
- </record>
- <record model="ir.actions.act_window" id="open_board_crm">
- <field name="name">CRM 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
- name="Connecting Dashboard" parent="menu_board_crm_config"
- action="open_board_crm"
- sequence="1"
- id="menu_board_crm" icon="terp-graph"/>
-
-
- </data>
-</openerp>
'process/crm_configuration_process.xml',
'crm_installer_view.xml',
- 'res_partner_view.xml'
+ 'res_partner_view.xml',
+ 'board_crm_statistical_view.xml',
+ 'board_crm_view.xml',
],
'demo_xml': [
'crm_demo.xml',
'crm_lead_demo.xml',
'crm_meeting_demo.xml',
'crm_opportunity_demo.xml',
- 'crm_phonecall_demo.xml'
+ 'crm_phonecall_demo.xml',
+ 'board_crm_demo.xml',
],
'test': [
'test/test_crm_lead.yml',
--- /dev/null
+<?xml version="1.0"?>
+<openerp>
+ <data noupdate="1">
+
+ <!--
+ Administrator shortcut
+ Demo user startup menu
+ -->
+<!-- <record model="ir.ui.view_sc" id="sc_crm_dash">
+ <field name="name">CRM Dashboard</field>
+ <field name="user_id" ref="base.user_demo"/>
+ <field name="resource">ir.ui.menu</field>
+ <field name="sequence">3</field>
+ <field name="res_id" ref="menu_board_crm"/>
+ </record> -->
+ <record model="res.users" id="base.user_root">
+ <field name="action_id" ref="open_board_crm"/>
+ </record>
+
+ </data>
+</openerp>
--- /dev/null
+<?xml version="1.0"?>
+<openerp>
+ <data>
+ <!--
+ Board for statistical view of the sections
+ -->
+ <record model="ir.ui.view" id="view_crm_lead_stage_graph1">
+ <field name="name">Leads By Stage - Graph</field>
+ <field name="model">crm.lead.report</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph string="Leads By Stage" type="pie">
+ <field name="stage_id"/>
+ <field name="nbr" operator="+"/>
+ </graph>
+ </field>
+ </record>
+
+ <record model="ir.ui.view" id="view_crm_opportunity_categ_graph">
+ <field name="name">report.crm.opportunity.categ.graph</field>
+ <field name="model">crm.lead.report</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph string="Opportunity by Sales Team and Categories" type="bar" orientation="horizontal">
+ <field name="categ_id"/>
+ <field name="nbr" operator="+"/>
+ </graph>
+ </field>
+ </record>
+
+ <act_window name="Opportunities By Categories"
+ domain="[('state','!=','done'),('state','!=','cancel')]"
+ res_model="crm.lead.report"
+ view_type="form"
+ view_mode="graph,tree,form"
+ view_id="view_crm_opportunity_categ_graph"
+ id="act_oppor_categ"/>
+
+ <record model="ir.actions.act_window" id="act_leads_state">
+ <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_lead_stage_graph1"/>
+ <field name="domain">[('state','!=','done'),('state','!=','cancel')]</field>
+ </record>
+
+ <act_window name="Leads Of The Month By User"
+ domain="[('month','=',time.strftime('%%m')),('state','!=','cancel')]"
+ res_model="crm.lead.report"
+ view_type="form"
+ view_mode="graph,tree,form"
+ view_id="view_crm_lead_stage_graph1"
+ id="act_leads_month_user"/>
+
+ <record model="ir.ui.view" id="board_crm_statistical_form">
+ <field name="name">CRM - Statistical Dashboard Form</field>
+ <field name="model">board.board</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Statistics Dashboard">
+ <hpaned>
+ <child1>
+ <action
+ string="Opportunities By Categories"
+ name="%(act_oppor_categ)d"
+ colspan="4"
+ height="200"
+ width="250"/>
+
+ <action
+ string="Leads By Stage"
+ name="%(act_leads_state)d"
+ height="200"
+ colspan="4"/>
+
+ </child1>
+ <child2>
+
+ <action
+ string="Leads Of The Month By User"
+ name="%(act_leads_month_user)d"
+ colspan="4"/>
+
+ </child2>
+ </hpaned>
+ </form>
+ </field>
+ </record>
+
+ <record model="ir.actions.act_window" id="open_board_statistical_dash">
+ <field name="name">CRM - Statistics 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_statistical_form"/>
+ </record>
+
+ <menuitem icon="terp-graph" id="base.dashboard" name="Dashboards" sequence="2" parent="base.reporting_menu"/>
+ <menuitem
+ name="CRM Configuration" parent="base.dashboard"
+ id="menu_board_crm_config"
+ groups="crm.group_crm_manager"/>
+ <menuitem
+ name="Statistics Dashboard" parent="menu_board_crm_config"
+ action="open_board_statistical_dash"
+ sequence="2"
+ id="menu_board_statistics_dash"
+ icon="terp-graph"/>
+
+ </data>
+</openerp>
--- /dev/null
+<?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_leads"/>
+ <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</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','!=','pending'),('state','!=','cancel')]</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_crm_lead_stage_graph1"/>
+ <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</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="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
+ 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="My Leads By Stage"
+ name="%(act_my_leads_stage)d"
+ colspan="4"/>
+
+ <action
+ string="My Sales Pipeline"
+ name="%(act_sales_pipeline)d"
+ colspan="4"/>
+
+ </child2>
+ </hpaned>
+ </form>
+ </field>
+ </record>
+ <record model="ir.actions.act_window" id="open_board_crm">
+ <field name="name">CRM 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
+ name="Connecting Dashboard" parent="menu_board_crm_config"
+ action="open_board_crm"
+ sequence="1"
+ id="menu_board_crm" icon="terp-graph"/>
+
+
+ </data>
+</openerp>