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[IMP] crm,sale*: change/add demo data for dashboards

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RomainLibert
2018-09-26 18:35:13 +02:00
parent 8eb76675dd
commit 379b09e2ee
3 changed files with 186 additions and 1 deletions
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addons/crm/data/crm_lead_demo.xml
+94
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@@ -829,6 +829,100 @@ Andrew</p>]]></field>
<field name="stage_id" ref="crm.stage_lead1"/>
</record>
<record id="crm_case_29" model="crm.lead">
<field name="create_date" eval="DateTime.now() - relativedelta(months=1)"/>
<field name="type">lead</field>
<field name="name">Club Office More Desks</field>
<field name="contact_name">Jacques Dunagan</field>
<field name="partner_name">Le Club SARL</field>
<field name="email_from">jdunagan@leclub.example.com</field>
<field name="function">Training Manager</field>
<field name="country_id" ref="base.fr"/>
<field name="city">Paris</field>
<field name="zip">93190</field>
<field name="street">Rue Léon Dierx 73</field>
<field name="phone">+33 1 25 54 45 69</field>
<field name="tag_ids" eval="[(6, 0, [categ_oppor6])]"/>
<field name="priority">1</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
<field name="date_open" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="stage_lead2"/>
<field name="campaign_id" ref="utm.utm_campaign_email_campaign_products"/>
<field name="medium_id" ref="utm.utm_medium_email"/>
<field name="source_id" ref="utm.utm_source_mailing"/>
</record>
<record id="crm_case_30" model="crm.lead">
<field name="create_date" eval="DateTime.now() - relativedelta(months=2)"/>
<field name="type">lead</field>
<field name="name">Acadia College Furnitures</field>
<field name="contact_name">Gaston Rochon</field>
<field name="partner_name">Acadia College</field>
<field name="email_from">GastonRochon@example.com</field>
<field name="function">Director</field>
<field name="country_id" ref="base.fr"/>
<field name="city">Brussels</field>
<field name="zip">1080</field>
<field name="street">Rue du Commerce 93</field>
<field name="phone">+32 22 33 54 07</field>
<field name="tag_ids" eval="[(6, 0, [categ_oppor6])]"/>
<field name="priority">1</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
<field name="date_open" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="stage_lead1"/>
<field name="campaign_id" ref="utm.utm_campaign_email_campaign_products"/>
<field name="medium_id" ref="utm.utm_medium_email"/>
<field name="source_id" ref="utm.utm_source_mailing"/>
</record>
<record id="crm_case_31" model="crm.lead">
<field name="create_date" eval="datetime.now() - relativedelta(months=1)"/>
<field name="type">opportunity</field>
<field name="name">Quote for 600 Chairs</field>
<field name="planned_revenue">40000</field>
<field name="probability">10.0</field>
<field name="contact_name">Erik N. French</field>
<field name="partner_name">Leo Mall</field>
<field name="email_from">ErikNFrench@armyspy.com</field>
<field name="country_id" ref="base.au"/>
<field name="city">Chevy Chase</field>
<field name="street">1920 Del Dew Drive</field>
<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
<field name="stage_id" ref="crm.stage_lead1"/>
<field name="campaign_id" ref="utm.utm_campaign_email_campaign_products"/>
<field name="medium_id" ref="utm.utm_medium_email"/>
<field name="source_id" ref="utm.utm_source_search_engine"/>
</record>
<record id="crm_case_32" model="crm.lead">
<field name="create_date" eval="datetime.now() - relativedelta(months=2)"/>
<field name="type">opportunity</field>
<field name="name">Quote for 600 Chairs</field>
<field name="planned_revenue">22500</field>
<field name="probability">20.0</field>
<field name="contact_name">Erik N. French</field>
<field name="partner_name">Leo Mall</field>
<field name="email_from">ErikNFrench@armyspy.com</field>
<field name="country_id" ref="base.au"/>
<field name="city">Chevy Chase</field>
<field name="street">1920 Del Dew Drive</field>
<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
<field name="stage_id" ref="crm.stage_lead2"/>
<field name="campaign_id" ref="utm.utm_campaign_email_campaign_products"/>
<field name="medium_id" ref="utm.utm_medium_email"/>
<field name="source_id" ref="utm.utm_source_search_engine"/>
</record>
<!-- Call Function to set dome opportunities as Lost -->
<function model="crm.lead" name="action_set_lost"
eval="[ref('crm_case_28')],
addons/sale/data/sale_demo.xml
+25
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@@ -569,6 +569,27 @@
<function model="sale.order" name="action_confirm" eval="[[ref('sale_order_17')]]"/>
<function model="sale.order" name="action_confirm" eval="[[ref('sale_order_18')]]"/>
<!-- Setting confirmation_date in the past for beautiful spread -->
<record id="sale_order_9" model="sale.order">
<field name="confirmation_date" eval="datetime.now() - relativedelta(days=7)"/>
</record>
<record id="sale_order_11" model="sale.order">
<field name="confirmation_date" eval="datetime.now() - relativedelta(days=21)"/>
</record>
<record id="sale_order_15" model="sale.order">
<field name="confirmation_date" eval="datetime.now() - relativedelta(days=14)"/>
</record>
<record id="sale_order_17" model="sale.order">
<field name="confirmation_date" eval="datetime.now() - relativedelta(days=28)"/>
</record>
<record id="sale_order_18" model="sale.order">
<field name="confirmation_date" eval="datetime.now() - relativedelta(days=35)"/>
</record>
<record id="message_sale_1" model="mail.message">
<field name="model">sale.order</field>
<field name="res_id" ref="sale_order_2"/>
@@ -708,6 +729,10 @@ Thanks!</field>
<!-- Confirm some Sales Orders-->
<function model="sale.order" name="action_confirm" eval="[[ref('portal_sale_order_2')]]"/>
<record id="portal_sale_order_2" model="sale.order">
<field name="confirmation_date" eval="datetime.now() - relativedelta(months=1)"/>
</record>
<function model="crm.team" name="message_unsubscribe"
eval="[ref('sales_team.team_sales_department'),ref('sales_team.salesteam_website_sales')], [ref('base.partner_root')]"/>
<function model="crm.team" name="message_subscribe"
addons/website_sale/data/demo.xml
+67 -1
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@@ -286,7 +286,6 @@
</record>
<!-- Add demo-data for pretty website sales graph (for the sales dashboard) -->
<record id="website_sale_order_1" model="sale.order">
<field name="create_date" eval="datetime.now() - timedelta(days=8)"/>
<field name="partner_id" ref="base.res_partner_3"/>
@@ -571,6 +570,73 @@
<field name="price_unit">25.0</field>
</record>
<record id="website_sale_order_16" model="sale.order">
<field name="create_date" eval="datetime.now() - relativedelta(months=1)"/>
<field name="partner_id" ref="base.res_partner_3"/>
<field name="partner_invoice_id" ref="base.res_partner_address_25"/>
<field name="partner_shipping_id" ref="base.res_partner_address_25"/>
<field name="user_id" ref="base.user_demo"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="team_id" ref="sales_team.salesteam_website_sales"/>
<field name="date_order" eval="datetime.now()-relativedelta(months=1)"/>
<field name="confirmation_date" eval="datetime.now()-relativedelta(months=1)"/>
<field name="state">sale</field>
</record>
<record id="website_sale_order_line_16" model="sale.order.line">
<field name="order_id" ref="website_sale_order_16"/>
<field name="name">Large Desk</field>
<field name="product_id" ref="product.product_product_8"/>
<field name="product_uom_qty">2</field>
<field name="product_uom" ref="uom.product_uom_unit"/>
<field name="price_unit">1799.0</field>
</record>
<record id="website_sale_order_17" model="sale.order">
<field name="create_date" eval="datetime.now() - relativedelta(months=1, days=2)"/>
<field name="partner_id" ref="base.res_partner_3"/>
<field name="partner_invoice_id" ref="base.res_partner_address_25"/>
<field name="partner_shipping_id" ref="base.res_partner_address_25"/>
<field name="user_id" ref="base.user_demo"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="team_id" ref="sales_team.salesteam_website_sales"/>
<field name="date_order" eval="datetime.now()-relativedelta(months=1, days=2)"/>
<field name="confirmation_date" eval="datetime.now()-relativedelta(months=1, days=2)"/>
</record>
<record id="website_sale_order_line_17" model="sale.order.line">
<field name="order_id" ref="website_sale_order_17"/>
<field name="name">Pedal Bin</field>
<field name="product_id" ref="product.product_product_9"/>
<field name="product_uom_qty">7</field>
<field name="product_uom" ref="uom.product_uom_unit"/>
<field name="price_unit">47.0</field>
<field name="invoice_status">to invoice</field>
</record>
<record id="website_sale_order_18" model="sale.order">
<field name="create_date" eval="datetime.now() - relativedelta(months=2)"/>
<field name="partner_id" ref="base.res_partner_3"/>
<field name="partner_invoice_id" ref="base.res_partner_address_25"/>
<field name="partner_shipping_id" ref="base.res_partner_address_25"/>
<field name="user_id" ref="base.user_demo"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="team_id" ref="sales_team.salesteam_website_sales"/>
<field name="date_order" eval="datetime.now()-relativedelta(months=2)"/>
<field name="confirmation_date" eval="datetime.now()-relativedelta(months=2)"/>
</record>
<record id="website_sale_order_line_18" model="sale.order.line">
<field name="order_id" ref="website_sale_order_18"/>
<field name="name">Pedal Bin</field>
<field name="product_id" ref="product.product_product_9"/>
<field name="product_uom_qty">3</field>
<field name="product_uom" ref="uom.product_uom_unit"/>
<field name="price_unit">47.0</field>
<field name="invoice_status">to invoice</field>
</record>
<!-- action_confirm for confirmation date -->
<function model="sale.order" name="action_confirm" eval="[[ref('website_sale_order_14')]]"/>