[MERGE] lp:~openerp-commiter/openobject-addons/trunk-review-dashboards-crm-aja
bzr revid: jam@tinyerp.com-20120606062653-ljc604t2t455uc0a
This commit is contained in:
Jigar Amin - OpenERP
commit
7819b47445
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@ -1,113 +1,26 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- crm user dashboard -->
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<record model="ir.ui.view" id="crm_case_my_open_oppor">
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<field name="name">Opportunities</field>
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<field name="model">crm.lead</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
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<field name="name" string="Opportunity"/>
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<field name="partner_id" string="Customer"/>
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<field name="stage_id"/>
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<field name="planned_revenue" sum="Total of Planned Revenue"/>
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<field name="probability" widget="progressbar" avg="Avg. of Probability"/>
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<field name="date_deadline" invisible="1"/>
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<field name="state" groups="base.group_no_one"/>
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</tree>
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</field>
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</record>
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<!--My Opportunities Action -->
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<record model="ir.actions.act_window" id="act_my_oppor">
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<field name="name">My Open Opportunities</field>
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<field name="name">My Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
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<field name="context">{'default_user_id': uid, 'default_type': 'opportunity'}</field>
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</record>
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<record model="ir.actions.act_window.view" id="act_my_oppor_tree_view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_my_open_oppor"/>
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<field name="act_window_id" ref="act_my_oppor"/>
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</record>
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<record model="ir.actions.act_window.view" id="act_my_oppor_form_view">
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<field name="sequence" eval="2"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_form_view_oppor"/>
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<field name="act_window_id" ref="act_my_oppor"/>
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<field name="domain">[('user_id','=',uid),('type', '=', 'opportunity'),('state','not in',('cancel','done'))]</field>
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<field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
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</record>
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<record id="view_report_crm_oppor_graph" model="ir.ui.view">
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<field name="name">crm.lead.report.graph</field>
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<field name="model">crm.lead.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="vertical" string="Opportunity Analysis" type="bar">
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<field name="stage_id"/>
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<field name="planned_revenue" operator="+"/>
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</graph>
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</field>
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</record>
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<record model="ir.actions.act_window" id="act_my_oppor_stage">
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<field name="name">Planned Revenue By Stage</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,tree,form</field>
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<field name="view_id" ref="view_report_crm_oppor_graph"/>
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<field name="domain">[('user_id','=',uid), ('type', '=', 'opportunity'), ('state','in',('draft','open','done','pending')), '!', '&', ('state', '=', 'done'), ('date_closed','>=',datetime.date.today().strftime('%Y-%m-01'))]</field>
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<field name="context">{'search_default_Stage':1}</field>
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</record>
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<record model="ir.ui.view" id="board_crm_form">
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<field name="name">Sales Dashboard Form</field>
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<field name="model">board.board</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Sales Dashboard" layout="manual">
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<board style="2-1">
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<column>
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<action string="My Opportunities" name="%(act_my_oppor)d" creatable="true"/>
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</column>
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<column>
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<action string="My Planned Revenues by Stage" name="%(act_my_oppor_stage)d"/>
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</column>
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</board>
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</form>
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</field>
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</record>
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<record model="ir.actions.act_window" id="open_board_crm">
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<field name="name">CRM</field>
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<field name="res_model">board.board</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="usage">menu</field>
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<field name="view_id" ref="board_crm_form"/>
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<!--New Lead Tree view Action -->
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<record model="ir.actions.act_window" id="act_crm_tag_tree_view_leads_all">
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<field name="name">New Leads</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree</field>
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<field name="domain">[('user_id','=',uid),('state','=','draft'),('type','=','lead')]</field>
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<field name="view_id" ref="crm.crm_case_tree_view_leads"/>
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</record>
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<!-- crm mananger dashboard -->
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<record model="ir.ui.view" id="view_crm_opportunity_categ_graph">
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<field name="name">Opportunities By Categories - Graph</field>
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<field name="model">crm.lead.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Opportunity by Categories" type="bar" orientation="horizontal">
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<field name="categ_id"/>
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<field name="nbr" operator="+"/>
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</graph>
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</field>
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</record>
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<record model="ir.actions.act_window" id="act_oppor_categ">
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<field name="name">Opportunities By Categories</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,tree,form</field>
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<field name="view_id" ref="view_crm_opportunity_categ_graph"/>
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<field name="domain">[('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')]</field>
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<field name="context">{'search_default_Category':1}</field>
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</record>
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<!--Planned Revenue By User pie graph -->
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<record model="ir.ui.view" id="view_crm_opportunity_stage_graph">
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<field name="name">Opportunities By Stage - Graph</field>
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<field name="model">crm.lead.report</field>
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@ -118,7 +31,9 @@
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<field name="nbr" operator="+"/>
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</graph>
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</field>
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</record>
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</record><!--CRM Dashboard-->
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<!--Planned Revenue By User pie graph action-->
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<record model="ir.actions.act_window" id="act_opportunity_stage">
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<field name="name">Opportunities By Stage</field>
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<field name="res_model">crm.lead.report</field>
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@ -129,28 +44,42 @@
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<field name="context">{'search_default_Stage':1}</field>
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</record>
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<!--Planned Revenue By User line graph-->
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<record model="ir.ui.view" id="view_crm_opportunity_user_stage_graph">
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<field name="name">Opportunities By Stage Per User - Graph</field>
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<field name="model">crm.lead.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Opportunities By Stage" type="bar">
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<graph string="Opportunities By Stage" type="line">
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<field name="stage_id"/>
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<field name="planned_revenue" operator="+"/>
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<field name="user_id" group="True"/>
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</graph>
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</field>
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</record>
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<!--Planned Revenue By User line graph action-->
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<record model="ir.actions.act_window" id="act_oppor_stage_user">
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<field name="name">Planned Revenue By User and Stage</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,tree,form</field>
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<field name="view_id" ref="view_crm_opportunity_user_stage_graph"/>
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<field name="domain">[('state','!=','cancel')]</field>
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<field name="domain">[('state','!=','cancel'),('opening_date','>',datetime.date.today().strftime("%Y-%m-%d"))]</field>
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<field name="context">{'search_default_Stage':1}</field>
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</record>
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<!-- Metting calendar Action-->
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<record model="ir.actions.act_window" id="crm_case_confirmed_meet">
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<field name="name">Meetings</field>
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<field name="res_model">crm.meeting</field>
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<field name="view_mode">calendar,tree,form,gantt</field>
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<field name="view_id" ref="crm_case_calendar_view_meet"/>
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<field name="context">{"calendar_default_user_id":uid}</field>
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<field name="domain">[('state','=','open'),('date','>',datetime.date.today().strftime("%Y-%m-%d %H:%M:%S"))]</field>
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<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
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</record>
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<!--CRM Dashboard-->
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<record model="ir.ui.view" id="board_crm_statistical_form">
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<field name="name">CRM - Statistical Dashboard Form</field>
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<field name="model">board.board</field>
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@ -159,29 +88,35 @@
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<form string="Statistics Dashboard" layout="manual">
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<board style="1-1">
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<column>
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<action string="Opportunities by Categories" name="%(act_oppor_categ)d"/>
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<action string="Opportunities by Stage" name="%(act_opportunity_stage)d"/>
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<action string="New Leads" name="%(act_crm_tag_tree_view_leads_all)d"/>
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<action string="My Opportunities" name="%(act_my_oppor)d"/>
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<action string="My Next Meetings" name="%(crm_case_confirmed_meet)d"/>
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</column>
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<column>
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<action string="Planned Revenue by Stage and User" name="%(act_oppor_stage_user)d"/>
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<action string="Opportunities by Stage" name="%(act_opportunity_stage)d"/>
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</column>
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</board>
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</form>
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</field>
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</record>
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<!--CRM Dashboard Action-->
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<record model="ir.actions.act_window" id="open_board_statistical_dash">
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<field name="name">CRM Manager</field>
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<field name="name">CRM Dashboard</field>
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<field name="res_model">board.board</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="usage">menu</field>
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<field name="view_id" ref="board_crm_statistical_form"/>
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</record>
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<menuitem
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<!--CRM Dashboard Action-->
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<menuitem
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id="menu_board_statistics_dash"
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parent="base.menu_reporting_dashboard"
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action="open_board_statistical_dash"
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sequence="11"
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sequence="5"
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groups="base.group_sale_manager"/>
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</data>
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