crm,sale,stock: menu and dashboard cleanups
bzr revid: al@openerp.com-20120430021703-7sxuvx4l1hrnyor4
This commit is contained in:
Antony Lesuisse
parent
25c2687af8
commit
88a2361c1b
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@ -53,11 +53,10 @@
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</record>
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<!-- bind adminitration dashboard to the root administration -->
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<menuitem id="base.menu_administration" name="Settings" action="open_board_administration_form"/>
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<menuitem id="base.menu_administration" name="Settings"/>
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<!-- add a menu item in adminitration/reporting/dashboards -->
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<menuitem id="base.menu_reporting_admin" name="Administration" parent="base.menu_reporting_dashboard" groups="base.group_system"/>
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<menuitem id="base.menu_reporting_admin_dashboard" parent="base.menu_reporting_admin" action="open_board_administration_form"/>
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<menuitem id="base.menu_reporting_admin_dashboard" parent="base.menu_reporting_dashboard" action="open_board_administration_form" groups="base.group_system"/>
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</data>
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</openerp>
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@ -108,7 +108,6 @@ Creates a dashboard for CRM that includes:
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'process/crm_configuration_process.xml',
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'res_partner_view.xml',
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'board_crm_statistical_view.xml',
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'board_crm_view.xml',
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'res_config_view.xml',
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@ -1,114 +0,0 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
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<!--
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Board for statistical view of the sections
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-->
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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.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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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Opportunities By Stage" type="pie">
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<field name="stage_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.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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<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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<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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<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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<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_stage_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_Stage':1}</field>
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</record>
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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="context">{'search_default_Stage':1}</field>
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</record>
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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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<field name="type">form</field>
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<field name="arch" type="xml">
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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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</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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</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_statistical_dash">
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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 id="board.menu_sales_dashboard" name="Sales" sequence="1" parent="base.menu_reporting_dashboard"/>
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<menuitem
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id="menu_board_statistics_dash"
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name="CRM Dashboard"
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sequence="0"
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parent="board.menu_sales_dashboard"
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action="open_board_statistical_dash"
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groups="base.group_sale_manager"/>
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</data>
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</openerp>
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@ -1,31 +1,7 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
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<record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
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<field name="name">crm.opportunity.user.graph1</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 User and Team" type="bar">
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<field name="stage_id"/>
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<field name="nbr" 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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<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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<!-- 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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@ -59,23 +35,20 @@
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</tree>
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</field>
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</record>
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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="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" id="act_my_oppor">
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<field name="name">My Open 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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<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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@ -83,44 +56,151 @@
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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" 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 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"
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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"
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name="%(act_my_oppor_stage)d"/>
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</column>
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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">Sales</field>
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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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</record>
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<menuitem id="base.menu_base_partner"
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action="open_board_crm"/>
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<menuitem id="menu_board_crm" parent="base.menu_reporting_dashboard" action="open_board_crm" sequence="10" groups="base.group_sale_salesman"/>
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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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<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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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Opportunities By Stage" type="pie">
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<field name="stage_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_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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<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_stage_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_Stage':1}</field>
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</record>
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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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<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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<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="context">{'search_default_Stage':1}</field>
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</record>
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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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<field name="type">form</field>
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<field name="arch" type="xml">
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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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</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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</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_statistical_dash">
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<field name="name">CRM Manager</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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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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groups="base.group_sale_manager"/>
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||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
|
|||
|
|
@ -275,7 +275,7 @@
|
|||
<field name="act_window_id" ref="product_normal_action_sell"/>
|
||||
</record>
|
||||
|
||||
<menuitem id="base.menu_product" name="Products" parent="base.menu_base_partner" sequence="9"/>
|
||||
<menuitem id="base.menu_product" parent="base.menu_base_partner" name="Products" sequence="9"/>
|
||||
<menuitem action="product.product_normal_action_sell" id="product.menu_products" parent="base.menu_product" sequence="1"/>
|
||||
|
||||
<record id="product_normal_action_puchased" model="ir.actions.act_window">
|
||||
|
|
|
|||
|
|
@ -1,6 +1,90 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data>
|
||||
<!-- Sale user dashboard -->
|
||||
<record id="action_quotation_for_sale" model="ir.actions.act_window">
|
||||
<field name="name">My Quotations</field>
|
||||
<field name="res_model">sale.order</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree,form</field>
|
||||
<field name="domain">[('state','=','draft'),('user_id','=',uid)]</field>
|
||||
<field name="view_id" ref="sale.view_order_tree"/>
|
||||
</record>
|
||||
|
||||
<record id="view_turnover_by_month_tree" model="ir.ui.view">
|
||||
<field name="name">turnover.by.month.tree</field>
|
||||
<field name="model">account.invoice.report</field>
|
||||
<field name="type">tree</field>
|
||||
<!-- Lower priority to avoid conflicting with default accounting views for reports -->
|
||||
<field name="priority" eval="32"/>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Monthly Turnover">
|
||||
<field name="month"/>
|
||||
<field name="price_total"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_turnover_by_month_graph" model="ir.ui.view">
|
||||
<field name="name">turnover.by.month.graph</field>
|
||||
<field name="model">account.invoice.report</field>
|
||||
<!-- Lower priority to avoid conflicting with default accounting views for reports -->
|
||||
<field name="priority" eval="32"/>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Monthly Turnover" type="bar">
|
||||
<field name="month"/>
|
||||
<field name="price_total" operator="+"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.actions.act_window" id="action_turnover_by_month">
|
||||
<field name="name">Monthly Turnover</field>
|
||||
<field name="res_model">account.invoice.report</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_turnover_by_month_graph"/>
|
||||
<field name="domain">[('year','ilike',time.strftime('%Y')),('user_id','=',uid)]</field>
|
||||
<field name="context">{'group_by_no_leaf':1,'group_by':['month']}</field>
|
||||
<field name="search_view_id" ref="account.view_account_invoice_report_search"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_turnover_by_month_graph_view">
|
||||
<field name="act_window_id" ref="action_turnover_by_month"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_turnover_by_month_graph"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_turnover_by_month_tree_view">
|
||||
<field name="act_window_id" ref="action_turnover_by_month"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_turnover_by_month_tree"/>
|
||||
</record>
|
||||
|
||||
<record id="board_sales_form" model="ir.ui.view">
|
||||
<field name="name">board.sales.form</field>
|
||||
<field name="model">board.board</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Sales Dashboard" layout="manual">
|
||||
<board style="2-1">
|
||||
<column>
|
||||
<action name="%(action_quotation_for_sale)d" string="My Quotations" creatable="true"/>
|
||||
</column>
|
||||
<column>
|
||||
<action name="%(action_turnover_by_month)d" string="Monthly Turnover"/>
|
||||
</column>
|
||||
</board>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record id="open_board_sales" model="ir.actions.act_window">
|
||||
<field name="name">Sales</field>
|
||||
<field name="res_model">board.board</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="board_sales_form"/>
|
||||
</record>
|
||||
<menuitem id="menu_board_sales" parent="base.menu_reporting_dashboard" action="open_board_sales" sequence="15" groups="base.group_sale_salesman"/>
|
||||
|
||||
<!-- Sale manager dashboard -->
|
||||
<record id="board_sales_manager_form" model="ir.ui.view">
|
||||
<field name="name">board.sales.manager.form</field>
|
||||
<field name="model">board.board</field>
|
||||
|
|
@ -21,112 +105,14 @@
|
|||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="open_board_sales_manager" model="ir.actions.act_window">
|
||||
<field name="name">Sales Manager Dashboard</field>
|
||||
<field name="name">Sales Manager</field>
|
||||
<field name="res_model">board.board</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="board_sales_manager_form"/>
|
||||
</record>
|
||||
|
||||
<menuitem id="board.menu_sales_dashboard" name="Sales" sequence="1" parent="base.menu_reporting_dashboard"/>
|
||||
<menuitem action="open_board_sales_manager" icon="terp-graph" id="menu_board_sales_manager" parent="board.menu_sales_dashboard" sequence="0" groups="base.group_sale_manager"/>
|
||||
|
||||
|
||||
<record id="action_quotation_for_sale" model="ir.actions.act_window">
|
||||
<field name="name">My Quotations</field>
|
||||
<field name="res_model">sale.order</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree,form</field>
|
||||
<field name="domain">[('state','=','draft'),('user_id','=',uid)]</field>
|
||||
<field name="view_id" ref="sale.view_order_tree"/>
|
||||
</record>
|
||||
|
||||
<record id="view_turnover_by_month_tree" model="ir.ui.view">
|
||||
<field name="name">turnover.by.month.tree</field>
|
||||
<field name="model">account.invoice.report</field>
|
||||
<field name="type">tree</field>
|
||||
<!-- Lower priority to avoid conflicting with default accounting views for reports -->
|
||||
<field name="priority" eval="32"/>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Monthly Turnover">
|
||||
<field name="month"/>
|
||||
<field name="price_total"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_turnover_by_month_graph" model="ir.ui.view">
|
||||
<field name="name">turnover.by.month.graph</field>
|
||||
<field name="model">account.invoice.report</field>
|
||||
<!-- Lower priority to avoid conflicting with default accounting views for reports -->
|
||||
<field name="priority" eval="32"/>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Monthly Turnover" type="bar">
|
||||
<field name="month"/>
|
||||
<field name="price_total" operator="+"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_turnover_by_month">
|
||||
<field name="name">Monthly Turnover</field>
|
||||
<field name="res_model">account.invoice.report</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_turnover_by_month_graph"/>
|
||||
<field name="domain">[('year','ilike',time.strftime('%Y')),('user_id','=',uid)]</field>
|
||||
<field name="context">{'group_by_no_leaf':1,'group_by':['month']}</field>
|
||||
<field name="search_view_id" ref="account.view_account_invoice_report_search"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_turnover_by_month_graph_view">
|
||||
<field name="act_window_id" ref="action_turnover_by_month"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_turnover_by_month_graph"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_turnover_by_month_tree_view">
|
||||
<field name="act_window_id" ref="action_turnover_by_month"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_turnover_by_month_tree"/>
|
||||
</record>
|
||||
|
||||
<record id="board_sales_form" model="ir.ui.view">
|
||||
<field name="name">board.sales.form</field>
|
||||
<field name="model">board.board</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Sales Dashboard" layout="manual">
|
||||
<board style="2-1">
|
||||
<column>
|
||||
<action name="%(action_quotation_for_sale)d"
|
||||
string="My Quotations" creatable="true"/>
|
||||
<!--groups="base.group_sale_salesman,base.group_sale_manager,account.group_account_user,stock.group_stock_user"-->
|
||||
</column>
|
||||
<column>
|
||||
<action name="%(action_turnover_by_month)d"
|
||||
string="Monthly Turnover"/>
|
||||
<!--groups="base.group_sale_salesman,account.group_account_manager"-->
|
||||
</column>
|
||||
</board>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="open_board_sales" model="ir.actions.act_window">
|
||||
<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="view_id" ref="board_sales_form"/>
|
||||
</record>
|
||||
|
||||
<menuitem
|
||||
id="base.menu_base_partner" action="open_board_sales"
|
||||
name="Sales"/>
|
||||
<menuitem id="menu_board_sales_manager" parent="base.menu_reporting_dashboard" action="open_board_sales_manager" sequence="16" groups="base.group_sale_manager"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
|
|||
|
|
@ -1,10 +1,6 @@
|
|||
<openerp>
|
||||
<data>
|
||||
<menuitem icon="terp-partner"
|
||||
id="base.menu_base_partner" name="Sales"
|
||||
sequence="1" groups="base.group_sale_salesman,base.group_sale_manager"/>
|
||||
|
||||
<menuitem id="base.menu_product" name="Products" parent="base.menu_base_partner" sequence="9"/>
|
||||
<menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="1" groups="base.group_sale_salesman"/>
|
||||
|
||||
<record id="view_shop_form" model="ir.ui.view">
|
||||
<field name="name">sale.shop</field>
|
||||
|
|
|
|||
|
|
@ -43,7 +43,6 @@ crm modules.
|
|||
'init_xml': [],
|
||||
'update_xml': ['wizard/crm_make_sale_view.xml',
|
||||
'sale_crm_view.xml',
|
||||
'board_sale_crm_view.xml',
|
||||
'process/sale_crm_process.xml',
|
||||
'security/sale_crm_security.xml',
|
||||
'security/ir.model.access.csv'
|
||||
|
|
|
|||
|
|
@ -1,35 +0,0 @@
|
|||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
<record model="ir.ui.view" id="board_crm_form_inherit_replace1">
|
||||
<field name="name">board.crm.form.inherit.replace1</field>
|
||||
<field name="model">board.board</field>
|
||||
<field name="type">form</field>
|
||||
<field name="inherit_id" ref="sale.board_sales_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="/form/board/column/action[@string='My Quotations']" position="before">
|
||||
<action name="%(crm.act_my_oppor)d"
|
||||
string="My Opportunities"
|
||||
creatable="true"
|
||||
/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="board_crm_form_inherit_replace3">
|
||||
<field name="name">board.crm.form.inherit.replace1</field>
|
||||
<field name="model">board.board</field>
|
||||
<field name="type">form</field>
|
||||
<field name="inherit_id" ref="sale.board_sales_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="/form/board/column/action[@string='Monthly Turnover']" position="before">
|
||||
<action name="%(crm.act_my_oppor_stage)d"
|
||||
string="My Planned Revenues by Stage"
|
||||
/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
<menuitem name="Sales"
|
||||
id="base.menu_base_partner" action="sale.open_board_sales"/>
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
@ -68,9 +68,8 @@
|
|||
<field name="view_id" ref="board_warehouse_form"/>
|
||||
</record>
|
||||
|
||||
<menuitem id="menu_dashboard_stock" name="Warehouse" sequence="10" parent="base.menu_reporting_dashboard"/>
|
||||
<menuitem action="open_board_warehouse" icon="terp-graph" groups="group_stock_manager" id="menu_board_warehouse" parent="menu_dashboard_stock" sequence="1"/>
|
||||
<menuitem icon="terp-stock" id="stock.menu_stock_root" name="Warehouse" sequence="5" groups="group_stock_manager" action="open_board_warehouse"/>
|
||||
<menuitem id="menu_board_warehouse" parent="base.menu_reporting_dashboard" action="open_board_warehouse" sequence="20" groups="group_stock_manager"/>
|
||||
<menuitem icon="terp-stock" id="stock.menu_stock_root" name="Warehouse" groups="group_stock_manager" sequence="5"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
|
|||
Loading…
Reference in New Issue