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[IMP] dashboards for sale, crm, sale_crm cleaned

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bzr revid: fp@tinyerp.com-20111109144027-kbc9qei8y4ci2ohh
This commit is contained in:
Fabien Pinckaers
2011-11-09 15:40:27 +01:00
parent 6b38206141
commit 715f1e92a7
7 changed files with 59 additions and 70 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/__openerp__.py
+1 -2
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@@ -55,7 +55,6 @@ Creates a dashboard for CRM that includes:
'author': 'OpenERP SA',
'website': 'http://www.openerp.com',
'depends': [
'base',
'base_action_rule',
'base_setup',
'process',
@@ -88,6 +87,7 @@ Creates a dashboard for CRM that includes:
'wizard/crm_add_note_view.xml',
'wizard/crm_merge_opportunities_view.xml',
'board_crm_view.xml',
'crm_view.xml',
'crm_action_rule_view.xml',
@@ -108,7 +108,6 @@ Creates a dashboard for CRM that includes:
'crm_installer_view.xml',
'res_partner_view.xml',
'board_crm_view.xml',
'board_crm_statistical_view.xml',
],
addons/crm/board_crm_view.xml
+26 -26
View File
@@ -117,32 +117,32 @@
<field name="arch" type="xml">
<form string="Sales Dashboard">
<hpaned>
<child1>
<action
string="My Open Opportunities"
name="%(act_my_oppor)d"
colspan="4"
height="150"
groups="base.group_sale_salesman,base.group_sale_manager"
width="510"/>
<action
string="My Meetings"
name="%(act_my_meetings)d"
height="150"
colspan="4"/>
</child1>
<child2>
<action
string="My Planned Revenues by Stage"
name="%(act_my_oppor_stage)d"
groups="base.group_sale_salesman,base.group_sale_manager"
colspan="4"/>
<action
string="My Win/Lost Ratio for the Last Year"
name="%(act_sales_pipeline)d"
groups="base.group_sale_salesman,base.group_sale_manager"
colspan="4"/>
</child2>
<child1>
<action
string="My Open Opportunities"
name="%(act_my_oppor)d"
colspan="4"
height="150"
groups="base.group_sale_salesman,base.group_sale_manager"
width="510"/>
<action
string="My Meetings"
name="%(act_my_meetings)d"
height="150"
colspan="4"/>
</child1>
<child2>
<action
string="My Planned Revenues by Stage"
name="%(act_my_oppor_stage)d"
groups="base.group_sale_salesman,base.group_sale_manager"
colspan="4"/>
<action
string="My Win/Lost Ratio"
name="%(act_sales_pipeline)d"
groups="base.group_sale_salesman,base.group_sale_manager"
colspan="4"/>
</child2>
</hpaned>
</form>
</field>
addons/crm/crm_view.xml
+1
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@@ -3,6 +3,7 @@
<data>
<menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0"
action="open_board_crm"
groups="base.group_sale_manager,base.group_sale_salesman"/>
<menuitem id="base.menu_crm_config_lead" name="Leads &amp; Opportunities"
addons/sale/__openerp__.py
+1 -1
View File
@@ -77,11 +77,11 @@ Dashboard for Sales Manager that includes:
'sale_workflow.xml',
'sale_sequence.xml',
'sale_data.xml',
'board_sale_view.xml',
'sale_view.xml',
'report/sale_report_view.xml',
'sale_report.xml',
'stock_view.xml',
'board_sale_view.xml',
'process/sale_process.xml',
],
'demo_xml': ['sale_demo.xml'],
addons/sale/board_sale_view.xml
+12 -13
View File
@@ -103,19 +103,19 @@
<hpaned position="100">
<child1>
<action
name="%(action_quotation_for_sale)d"
string="My Quotations"
height="150"
width="510"
groups="base.group_sale_salesman,base.group_sale_manager,account.group_account_user,stock.group_stock_user"/>
name="%(action_quotation_for_sale)d"
string="My Quotations"
height="150"
width="510"
groups="base.group_sale_salesman,base.group_sale_manager,account.group_account_user,stock.group_stock_user"/>
</child1>
<child2>
<action
string="Monthly Turnover"
name="%(action_turnover_by_month)d"
groups="base.group_sale_salesman,account.group_account_manager"
colspan="4"/>
</child2>
<child2>
<action
string="Monthly Turnover"
name="%(action_turnover_by_month)d"
groups="base.group_sale_salesman,account.group_account_manager"
colspan="4"/>
</child2>
</hpaned>
</form>
</field>
@@ -128,7 +128,6 @@
<field name="view_mode">form</field>
<field name="view_id" ref="board_sales_form"/>
</record>
<menuitem action="open_board_sales" icon="terp-graph" id="menu_board_sales" parent="board.menu_dasboard" sequence="0" groups="base.group_sale_manager"/>
</data>
</openerp>
addons/sale/sale_view.xml
+6 -2
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@@ -1,8 +1,12 @@
<openerp>
<data>
<menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0" groups="base.group_sale_salesman,base.group_sale_manager"/>
<menuitem icon="terp-partner"
id="base.menu_base_partner" name="Sales" action="open_board_sales"
sequence="0" groups="base.group_sale_salesman,base.group_sale_manager"/>
<menuitem id="base.menu_sales" name="Sales" parent="base.menu_base_partner" sequence="1"/>
<menuitem id="base.menu_sales" name="Sales"
parent="base.menu_base_partner" sequence="1"
/>
<menuitem id="base.menu_product" name="Products" parent="base.menu_base_partner" sequence="9"/>
addons/sale_crm/board_sale_crm_view.xml
+12 -26
View File
@@ -1,21 +1,21 @@
<?xml version="1.0"?>
<openerp>
<data>
<record model="ir.ui.view" id="board_crm_form_inherit_replace1">
<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/hpaned/child1/action[@string='My Quotations']" position="before">
<action
<xpath expr="/form/hpaned/child1/action[@string='My Quotations']" position="before">
<action
string="My Open Opportunities"
name="%(crm.act_my_oppor)d"
colspan="4"
height="150"
groups="base.group_sale_salesman,base.group_sale_manager"
width="510"/>
</xpath>
</xpath>
</field>
</record>
@@ -25,13 +25,13 @@
<field name="type">form</field>
<field name="inherit_id" ref="sale.board_sales_form"/>
<field name="arch" type="xml">
<xpath expr="/form/hpaned/child1/action[@string='My Quotations']" position="after">
<action
<xpath expr="/form/hpaned/child1/action[@string='My Quotations']" position="after">
<action
string="My Meetings"
name="%(crm.act_my_meetings)d"
height="150"
colspan="4"/>
</xpath>
</xpath>
</field>
</record>
@@ -41,30 +41,16 @@
<field name="type">form</field>
<field name="inherit_id" ref="sale.board_sales_form"/>
<field name="arch" type="xml">
<xpath expr="/form/hpaned/child2/action[@string='Monthly Turnover']" position="before">
<action
<xpath expr="/form/hpaned/child2/action[@string='Monthly Turnover']" position="before">
<action
string="My Planned Revenues by Stage"
name="%(crm.act_my_oppor_stage)d"
groups="base.group_sale_salesman,base.group_sale_manager"
colspan="4"/>
</xpath>
</field>
</record>
<record model="ir.ui.view" id="board_crm_form_inherit_replace4">
<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/hpaned/child2/action[@string='Monthly Turnover']" position="after">
<action
string="My Win/Lost Ratio for the Last Year"
name="%(crm.act_sales_pipeline)d"
groups="base.group_sale_salesman,base.group_sale_manager"
colspan="4"/>
</xpath>
</xpath>
</field>
</record>
<menuitem icon="terp-partner"
id="base.menu_base_partner" action="sale.open_board_sales"/>
</data>
</openerp>