759 lines
36 KiB
XML
759 lines
36 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
|
|
<tryton>
|
|
<data>
|
|
<menuitem name="Reporting" parent="sale.menu_sale"
|
|
id="menu_reporting" sequence="100"/>
|
|
|
|
<record model="res.group" id="group_opportunity">
|
|
<field name="name">Sale Opportunity</field>
|
|
</record>
|
|
<record model="res.user-res.group" id="user_admin_group_opportunity">
|
|
<field name="user" ref="res.user_admin"/>
|
|
<field name="group" ref="group_opportunity"/>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_view_form">
|
|
<field name="model">sale.opportunity</field>
|
|
<field name="type">form</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<form string="Sale Lead/Opportunity">
|
|
<label name="party"/>
|
|
<field name="party"/>
|
|
<label name="address"/>
|
|
<field name="address"/>
|
|
<label name="amount"/>
|
|
<group col="2" id="amount_currency">
|
|
<field name="amount"/>
|
|
<field name="currency"/>
|
|
</group>
|
|
<label name="probability"/>
|
|
<field name="probability"/>
|
|
<label name="description"/>
|
|
<field name="description" colspan="3"/>
|
|
<notebook colspan="4">
|
|
<page string="Lead/Opportunity" id="opportunity">
|
|
<label name="company"/>
|
|
<field name="company"/>
|
|
<label name="employee"/>
|
|
<field name="employee"/>
|
|
<label name="start_date"/>
|
|
<field name="start_date"/>
|
|
<label name="end_date"/>
|
|
<field name="end_date"/>
|
|
<label name="warehouse"/>
|
|
<field name="warehouse"/>
|
|
<label name="payment_term"/>
|
|
<field name="payment_term"/>
|
|
<label name="sale"/>
|
|
<field name="sale"/>
|
|
<separator name="comment" colspan="4"/>
|
|
<field name="comment" colspan="4"/>
|
|
<separator name="lost_reason" colspan="4"/>
|
|
<field name="lost_reason" colspan="4"/>
|
|
<group col="2" colspan="2" id="state">
|
|
<label name="state"/>
|
|
<field name="state"/>
|
|
</group>
|
|
<group col="6" colspan="2" id="buttons">
|
|
<button name="cancelled" string="Cancel"
|
|
states="{'invisible': Not(In(Eval('state'), ['lead', 'opportunity']))}"
|
|
icon="tryton-cancel"/>
|
|
<button name="lost_lead" string="Mark as Lost"
|
|
states="{'invisible':Not(In(Eval('state'), ['lead','opportunity']))}"
|
|
icon="tryton-cancel"/>
|
|
<button name="set_as_lead" string="Set as Lead"
|
|
states="{'invisible':Not(In(Eval('state'), ['opportunity']))}"
|
|
icon="tryton-go-previous"/>
|
|
<button name="convert_to_opportunity" string="Convert to Opportunity"
|
|
states="{'invisible': Not(In(Eval('state'), ['lead']))}"
|
|
icon="tryton-go-next"/>
|
|
<button name="convert_to_sale" string="Convert to Sale"
|
|
states="{'invisible': Not(In(Eval('state'), ['opportunity']))}"
|
|
icon="tryton-go-next"/>
|
|
<button name="button_lead" string="Reset as Lead"
|
|
type="object"
|
|
states="{'invisible': Not(In(Eval('state'), ['lost', 'cancelled']))}"
|
|
icon="tryton-clear"/>
|
|
</group>
|
|
</page>
|
|
<page name="lines">
|
|
<field name="lines"/>
|
|
</page>
|
|
<page name="history">
|
|
<field name="history"/>
|
|
</page>
|
|
</notebook>
|
|
</form>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_view_tree">
|
|
<field name="model">sale.opportunity</field>
|
|
<field name="type">tree</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<tree string="Sales Leads/Opportunities">
|
|
<field name="start_date"/>
|
|
<field name="end_date"/>
|
|
<field name="description"/>
|
|
<field name="party"/>
|
|
<field name="amount"/>
|
|
<field name="currency"/>
|
|
<field name="state"/>
|
|
<field name="probability"/>
|
|
</tree>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.action.act_window" id="act_opportunity_form">
|
|
<field name="name">Leads and Opportunities</field>
|
|
<field name="res_model">sale.opportunity</field>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_view1">
|
|
<field name="sequence" eval="10"/>
|
|
<field name="view" ref="opportunity_view_tree"/>
|
|
<field name="act_window" ref="act_opportunity_form"/>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_view2">
|
|
<field name="sequence" eval="20"/>
|
|
<field name="view" ref="opportunity_view_form"/>
|
|
<field name="act_window" ref="act_opportunity_form"/>
|
|
</record>
|
|
<menuitem parent="sale.menu_sale" action="act_opportunity_form"
|
|
id="menu_opportunity_form" sequence="5"/>
|
|
|
|
<record model="ir.action.act_window" id="act_opportunity_form_lead">
|
|
<field name="name">Opened Leads</field>
|
|
<field name="res_model">sale.opportunity</field>
|
|
<field name="domain">[("state", "=", "lead")]</field>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_lead_view1">
|
|
<field name="sequence" eval="10"/>
|
|
<field name="view" ref="opportunity_view_tree"/>
|
|
<field name="act_window" ref="act_opportunity_form_lead"/>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_lead_view2">
|
|
<field name="sequence" eval="20"/>
|
|
<field name="view" ref="opportunity_view_form"/>
|
|
<field name="act_window" ref="act_opportunity_form_lead"/>
|
|
</record>
|
|
<menuitem parent="menu_opportunity_form" action="act_opportunity_form_lead"
|
|
id="menu_opportunity_form_lead" sequence="20"/>
|
|
|
|
<record model="ir.action.act_window" id="act_opportunity_form_opportunity">
|
|
<field name="name">Opportunities</field>
|
|
<field name="res_model">sale.opportunity</field>
|
|
<field name="domain">[("state", "=", "opportunity")]</field>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_opportunity_view1">
|
|
<field name="sequence" eval="10"/>
|
|
<field name="view" ref="opportunity_view_tree"/>
|
|
<field name="act_window" ref="act_opportunity_form_opportunity"/>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_opportunity_view2">
|
|
<field name="sequence" eval="20"/>
|
|
<field name="view" ref="opportunity_view_form"/>
|
|
<field name="act_window" ref="act_opportunity_form_opportunity"/>
|
|
</record>
|
|
<menuitem parent="menu_opportunity_form" action="act_opportunity_form_opportunity"
|
|
id="menu_opportunity_form_opportunity" sequence="30"/>
|
|
|
|
<record model="ir.action.act_window" id="act_opportunity_form_converted">
|
|
<field name="name">Converted Opportunities</field>
|
|
<field name="res_model">sale.opportunity</field>
|
|
<field name="domain">[("state", "=", "converted")]</field>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_converted_view1">
|
|
<field name="sequence" eval="10"/>
|
|
<field name="view" ref="opportunity_view_tree"/>
|
|
<field name="act_window" ref="act_opportunity_form_converted"/>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_converted_view2">
|
|
<field name="sequence" eval="20"/>
|
|
<field name="view" ref="opportunity_view_form"/>
|
|
<field name="act_window" ref="act_opportunity_form_converted"/>
|
|
</record>
|
|
<menuitem parent="menu_opportunity_form" action="act_opportunity_form_converted"
|
|
id="menu_opportunity_form_converted" sequence="40"/>
|
|
|
|
<record model="ir.action.act_window" id="act_opportunity_form_cancelled">
|
|
<field name="name">Cancelled Leads and Opportunities</field>
|
|
<field name="res_model">sale.opportunity</field>
|
|
<field name="domain">[("state", "=", "cancelled")]</field>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_cancelled_view1">
|
|
<field name="sequence" eval="10"/>
|
|
<field name="view" ref="opportunity_view_tree"/>
|
|
<field name="act_window" ref="act_opportunity_form_cancelled"/>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_cancelled_view2">
|
|
<field name="sequence" eval="20"/>
|
|
<field name="view" ref="opportunity_view_form"/>
|
|
<field name="act_window" ref="act_opportunity_form_cancelled"/>
|
|
</record>
|
|
<menuitem parent="menu_opportunity_form" action="act_opportunity_form_cancelled"
|
|
id="menu_opportunity_form_cancelled" sequence="50"/>
|
|
|
|
<record model="ir.action.act_window" id="act_opportunity_form_lost">
|
|
<field name="name">Lost Leads and Opportunities</field>
|
|
<field name="res_model">sale.opportunity</field>
|
|
<field name="domain">[("state", "=", "lost")]</field>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_lost_view1">
|
|
<field name="sequence" eval="10"/>
|
|
<field name="view" ref="opportunity_view_tree"/>
|
|
<field name="act_window" ref="act_opportunity_form_lost"/>
|
|
</record>
|
|
<record model="ir.action.act_window.view" id="act_opportunity_form_lost_view2">
|
|
<field name="sequence" eval="20"/>
|
|
<field name="view" ref="opportunity_view_form"/>
|
|
<field name="act_window" ref="act_opportunity_form_lost"/>
|
|
</record>
|
|
<menuitem parent="menu_opportunity_form" action="act_opportunity_form_lost"
|
|
id="menu_opportunity_form_lost" sequence="60"/>
|
|
|
|
<record model="ir.model.access" id="access_opportunity">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity')]"/>
|
|
<field name="perm_read" eval="False"/>
|
|
<field name="perm_write" eval="False"/>
|
|
<field name="perm_create" eval="False"/>
|
|
<field name="perm_delete" eval="False"/>
|
|
</record>
|
|
<record model="ir.model.access" id="access_opportunity_sale">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity')]"/>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
<field name="perm_read" eval="True"/>
|
|
<field name="perm_write" eval="False"/>
|
|
<field name="perm_create" eval="False"/>
|
|
<field name="perm_delete" eval="False"/>
|
|
</record>
|
|
<record model="ir.model.access" id="access_opportunity_oppotunity">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity')]"/>
|
|
<field name="group" ref="group_opportunity"/>
|
|
<field name="perm_read" eval="True"/>
|
|
<field name="perm_write" eval="True"/>
|
|
<field name="perm_create" eval="True"/>
|
|
<field name="perm_delete" eval="True"/>
|
|
</record>
|
|
|
|
<record model="ir.rule.group" id="rule_group_opportunity">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity')]"/>
|
|
<field name="global_p" eval="True"/>
|
|
</record>
|
|
<record model="ir.rule" id="rule_group_opportunity1">
|
|
<field name="field" search="[('name', '=', 'company'), ('model.model', '=', 'sale.opportunity')]"/>
|
|
<field name="operator">=</field>
|
|
<field name="operand">User/Current Company</field>
|
|
<field name="rule_group" ref="rule_group_opportunity"/>
|
|
</record>
|
|
|
|
<record model="workflow" id="opportunity_workflow">
|
|
<field name="name">Sales Opportunity Workflow</field>
|
|
<field name="model">sale.opportunity</field>
|
|
<field name="on_create" eval="True" />
|
|
</record>
|
|
|
|
<record model="workflow.activity" id="opportunity_activity_lead">
|
|
<field name="name">Lead</field>
|
|
<field name="workflow" ref="opportunity_workflow"/>
|
|
<field name="method">wkf_lead</field>
|
|
<field name="flow_start" eval="True"/>
|
|
</record>
|
|
<record model="workflow.activity" id="opportunity_activity_opportunity">
|
|
<field name="name">Opportunity</field>
|
|
<field name="workflow" ref="opportunity_workflow"/>
|
|
<field name="method">wkf_opportunity</field>
|
|
</record>
|
|
<record model="workflow.activity" id="opportunity_activity_converted">
|
|
<field name="name">Converted</field>
|
|
<field name="workflow" ref="opportunity_workflow"/>
|
|
<field name="method">wkf_converted</field>
|
|
<field name="flow_stop" eval="True"/>
|
|
</record>
|
|
<record model="workflow.activity" id="opportunity_activity_cancelled">
|
|
<field name="name">Cancelled</field>
|
|
<field name="workflow" ref="opportunity_workflow"/>
|
|
<field name="method">wkf_cancelled</field>
|
|
<field name="flow_stop" eval="True"/>
|
|
</record>
|
|
<record model="workflow.activity" id="opportunity_activity_lost">
|
|
<field name="name">Lost</field>
|
|
<field name="workflow" ref="opportunity_workflow"/>
|
|
<field name="method">wkf_lost</field>
|
|
<field name="flow_stop" eval="True"/>
|
|
</record>
|
|
|
|
<record model="workflow.transition" id="opportunity_transition_lead_opportunity">
|
|
<field name="act_from" ref="opportunity_activity_lead"/>
|
|
<field name="act_to" ref="opportunity_activity_opportunity"/>
|
|
<field name="signal">convert_to_opportunity</field>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
</record>
|
|
<record model="workflow.transition" id="opportunity_transition_opportunity_converted">
|
|
<field name="act_from" ref="opportunity_activity_opportunity"/>
|
|
<field name="act_to" ref="opportunity_activity_converted"/>
|
|
<field name="signal">convert_to_sale</field>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
</record>
|
|
<record model="workflow.transition" id="opportunity_transition_opportunity_lead">
|
|
<field name="act_from" ref="opportunity_activity_opportunity"/>
|
|
<field name="act_to" ref="opportunity_activity_lead"/>
|
|
<field name="signal">set_as_lead</field>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
</record>
|
|
<record model="workflow.transition" id="opportunity_transition_cancelled_lead">
|
|
<field name="act_from" ref="opportunity_activity_cancelled"/>
|
|
<field name="act_to" ref="opportunity_activity_lead"/>
|
|
<field name="signal">set_as_lead</field>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
</record>
|
|
<record model="workflow.transition" id="opportunity_transition_lead_lost">
|
|
<field name="act_from" ref="opportunity_activity_lead"/>
|
|
<field name="act_to" ref="opportunity_activity_lost"/>
|
|
<field name="signal">lost_lead</field>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
</record>
|
|
<record model="workflow.transition" id="opportunity_transition_opportunity_lost">
|
|
<field name="act_from" ref="opportunity_activity_opportunity"/>
|
|
<field name="act_to" ref="opportunity_activity_lost"/>
|
|
<field name="signal">lost_lead</field>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
</record>
|
|
<record model="workflow.transition" id="opportunity_transition_lead_cancelled">
|
|
<field name="act_from" ref="opportunity_activity_lead"/>
|
|
<field name="act_to" ref="opportunity_activity_cancelled"/>
|
|
<field name="signal">cancelled</field>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
</record>
|
|
<record model="workflow.transition" id="opportunity_transition_opp_cancelled">
|
|
<field name="act_from" ref="opportunity_activity_opportunity"/>
|
|
<field name="act_to" ref="opportunity_activity_cancelled"/>
|
|
<field name="signal">cancelled</field>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_line_view_form">
|
|
<field name="model">sale.opportunity.line</field>
|
|
<field name="type">form</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<form string="Sale Lead/Opportunity Line">
|
|
<label name="opportunity"/>
|
|
<field name="opportunity" colspan="3"/>
|
|
<label name="product"/>
|
|
<field name="product"/>
|
|
<label name="sequence"/>
|
|
<field name="sequence"/>
|
|
<label name="quantity"/>
|
|
<field name="quantity"/>
|
|
<label name="unit"/>
|
|
<field name="unit"/>
|
|
<label name="sale_line"/>
|
|
<field name="sale_line"/>
|
|
</form>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
<record model="ir.ui.view" id="opportunity_line_view_tree">
|
|
<field name="model">sale.opportunity.line</field>
|
|
<field name="type">tree</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<tree string="Sales Leads/Opportunities Lines" fill="1" sequence="sequence">
|
|
<field name="opportunity"/>
|
|
<field name="product"/>
|
|
<field name="quantity"/>
|
|
<field name="unit"/>
|
|
<field name="sequence" tree_invisible="1"/>
|
|
</tree>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.model.access" id="access_opportunity_line">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity.line')]"/>
|
|
<field name="perm_read" eval="False"/>
|
|
<field name="perm_write" eval="False"/>
|
|
<field name="perm_create" eval="False"/>
|
|
<field name="perm_delete" eval="False"/>
|
|
</record>
|
|
<record model="ir.model.access" id="access_opportunity_line_sale">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity.line')]"/>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
<field name="perm_read" eval="True"/>
|
|
<field name="perm_write" eval="False"/>
|
|
<field name="perm_create" eval="False"/>
|
|
<field name="perm_delete" eval="False"/>
|
|
</record>
|
|
<record model="ir.model.access" id="access_opportunity_line_opportunity">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity.line')]"/>
|
|
<field name="group" ref="group_opportunity"/>
|
|
<field name="perm_read" eval="True"/>
|
|
<field name="perm_write" eval="True"/>
|
|
<field name="perm_create" eval="True"/>
|
|
<field name="perm_delete" eval="True"/>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_history_view_form">
|
|
<field name="model">sale.opportunity.history</field>
|
|
<field name="type">form</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<form string="History">
|
|
<label name="opportunity"/>
|
|
<field name="opportunity" colspan="3"/>
|
|
<label name="user"/>
|
|
<field name="user"/>
|
|
<label name="date"/>
|
|
<field name="date"/>
|
|
<label name="party"/>
|
|
<field name="party"/>
|
|
<label name="address"/>
|
|
<field name="address"/>
|
|
<label name="description"/>
|
|
<field name="description"/>
|
|
<label name="probability"/>
|
|
<field name="probability"/>
|
|
<notebook colspan="4">
|
|
<page string="Lead/Opportunity" id="opportunity">
|
|
<label name="company"/>
|
|
<field name="company"/>
|
|
<label name="employee"/>
|
|
<field name="employee"/>
|
|
<label name="start_date"/>
|
|
<field name="start_date"/>
|
|
<label name="end_date"/>
|
|
<field name="end_date"/>
|
|
<separator name="comment" colspan="4"/>
|
|
<field name="comment" colspan="4"/>
|
|
<separator name="lost_reason" colspan="4"/>
|
|
<field name="lost_reason" colspan="4"/>
|
|
<group col="2" colspan="2" id="state">
|
|
<label name="state"/>
|
|
<field name="state"/>
|
|
</group>
|
|
</page>
|
|
<page name="lines">
|
|
<field name="lines"/>
|
|
</page>
|
|
</notebook>
|
|
</form>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
<record model="ir.ui.view" id="opportunity_history_view_tree">
|
|
<field name="model">sale.opportunity.history</field>
|
|
<field name="type">tree</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<tree string="History">
|
|
<field name="date"/>
|
|
<field name="user"/>
|
|
<field name="start_date"/>
|
|
<field name="end_date"/>
|
|
<field name="description"/>
|
|
<field name="party"/>
|
|
<field name="state"/>
|
|
<field name="probability"/>
|
|
</tree>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.model.access" id="access_opportunity_history">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity.history')]"/>
|
|
<field name="perm_read" eval="False"/>
|
|
<field name="perm_write" eval="False"/>
|
|
<field name="perm_create" eval="False"/>
|
|
<field name="perm_delete" eval="False"/>
|
|
</record>
|
|
<record model="ir.model.access" id="access_opportunity_history_sale">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity.history')]"/>
|
|
<field name="group" ref="sale.group_sale"/>
|
|
<field name="perm_read" eval="True"/>
|
|
<field name="perm_write" eval="False"/>
|
|
<field name="perm_create" eval="False"/>
|
|
<field name="perm_delete" eval="False"/>
|
|
</record>
|
|
<record model="ir.model.access" id="access_opportunity_history_opportunity">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity.history')]"/>
|
|
<field name="group" ref="group_opportunity"/>
|
|
<field name="perm_read" eval="True"/>
|
|
<field name="perm_write" eval="True"/>
|
|
<field name="perm_create" eval="True"/>
|
|
<field name="perm_delete" eval="True"/>
|
|
</record>
|
|
|
|
<record model="ir.rule.group" id="rule_group_opportunity_history">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity.history')]"/>
|
|
<field name="global_p" eval="True"/>
|
|
</record>
|
|
<record model="ir.rule" id="rule_group_opportunity_history1">
|
|
<field name="field" search="[('name', '=', 'company'), ('model.model', '=', 'sale.opportunity.history')]"/>
|
|
<field name="operator">=</field>
|
|
<field name="operand">User/Current Company</field>
|
|
<field name="rule_group" ref="rule_group_opportunity_history"/>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_employee_view_tree">
|
|
<field name="model">sale.opportunity_employee</field>
|
|
<field name="type">tree</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<tree string="Opportunities per Employee">
|
|
<field name="employee"/>
|
|
<field name="number"/>
|
|
<field name="converted"/>
|
|
<field name="lost"/>
|
|
<field name="conversion_rate"/>
|
|
<field name="amount"/>
|
|
<field name="converted_amount"/>
|
|
<field name="currency"/>
|
|
<field name="conversion_amount_rate"/>
|
|
</tree>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_employee_view_graph1">
|
|
<field name="model">sale.opportunity_employee</field>
|
|
<field name="type">graph</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<graph string="Opportunities per Employee">
|
|
<x>
|
|
<field name="employee"/>
|
|
</x>
|
|
<y>
|
|
<field name="number"/>
|
|
<field name="converted"/>
|
|
<field name="lost"/>
|
|
</y>
|
|
</graph>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_employee_view_graph2">
|
|
<field name="model">sale.opportunity_employee</field>
|
|
<field name="type">graph</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<graph string="Opportunities per Employee">
|
|
<x>
|
|
<field name="employee"/>
|
|
</x>
|
|
<y>
|
|
<field name="amount"/>
|
|
<field name="converted_amount"/>
|
|
</y>
|
|
</graph>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.action.act_window" id="act_opportunity_employee_form">
|
|
<field name="name">Opportunities per Employee</field>
|
|
<field name="res_model">sale.opportunity_employee</field>
|
|
</record>
|
|
<record model="ir.action.act_window.view"
|
|
id="act_opportunity_employee_form_view1">
|
|
<field name="sequence" eval="10"/>
|
|
<field name="view" ref="opportunity_employee_view_tree"/>
|
|
<field name="act_window" ref="act_opportunity_employee_form"/>
|
|
</record>
|
|
<record model="ir.action.act_window.view"
|
|
id="act_opportunity_employee_form_view2">
|
|
<field name="sequence" eval="20"/>
|
|
<field name="view" ref="opportunity_employee_view_graph1"/>
|
|
<field name="act_window" ref="act_opportunity_employee_form"/>
|
|
</record>
|
|
<record model="ir.action.act_window.view"
|
|
id="act_opportunity_employee_form_view3">
|
|
<field name="sequence" eval="30"/>
|
|
<field name="view" ref="opportunity_employee_view_graph2"/>
|
|
<field name="act_window" ref="act_opportunity_employee_form"/>
|
|
</record>
|
|
|
|
<record model="ir.rule.group" id="rule_group_opportunity_employee">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity_employee')]"/>
|
|
<field name="global_p" eval="True"/>
|
|
</record>
|
|
<record model="ir.rule" id="rule_group_opportunity_employee1">
|
|
<field name="field" search="[('name', '=', 'company'), ('model.model', '=', 'sale.opportunity_employee')]"/>
|
|
<field name="operator">=</field>
|
|
<field name="operand">User/Current Company</field>
|
|
<field name="rule_group" ref="rule_group_opportunity_employee"/>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_employee_open_start_view_form">
|
|
<field name="model">sale.opportunity_employee.open.start</field>
|
|
<field name="type">form</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<form string="Sale Opportunities per Employee">
|
|
<label name="start_date"/>
|
|
<field name="start_date"/>
|
|
<label name="end_date"/>
|
|
<field name="end_date"/>
|
|
</form>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.action.wizard" id="act_opportunity_employee_open">
|
|
<field name="name">Opportunities per Employee</field>
|
|
<field name="wiz_name">sale.opportunity_employee.open</field>
|
|
</record>
|
|
<menuitem parent="menu_reporting" action="act_opportunity_employee_open"
|
|
icon="tryton-list" id="menu_opportunity_employee_open"/>
|
|
|
|
<record model="ir.ui.view" id="opportunity_monthly_view_tree">
|
|
<field name="model">sale.opportunity_monthly</field>
|
|
<field name="type">tree</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<tree string="Sale Opportunities per Month">
|
|
<field name="year"/>
|
|
<field name="month"/>
|
|
<field name="number"/>
|
|
<field name="converted"/>
|
|
<field name="lost"/>
|
|
<field name="conversion_rate"/>
|
|
<field name="amount"/>
|
|
<field name="converted_amount"/>
|
|
<field name="currency"/>
|
|
<field name="conversion_amount_rate"/>
|
|
</tree>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_monthly_view_graph1">
|
|
<field name="model">sale.opportunity_monthly</field>
|
|
<field name="type">graph</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<graph string="Sale Opportunities per Month">
|
|
<x>
|
|
<field name="year_month"/>
|
|
</x>
|
|
<y>
|
|
<field name="number"/>
|
|
<field name="converted"/>
|
|
<field name="lost"/>
|
|
</y>
|
|
</graph>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_monthly_view_graph2">
|
|
<field name="model">sale.opportunity_monthly</field>
|
|
<field name="type">graph</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<graph string="Sale Opportunities per Month">
|
|
<x>
|
|
<field name="year_month"/>
|
|
</x>
|
|
<y>
|
|
<field name="amount"/>
|
|
<field name="converted_amount"/>
|
|
</y>
|
|
</graph>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.action.act_window" id="act_opportunity_monthly_form">
|
|
<field name="name">Opportunities per Month</field>
|
|
<field name="res_model">sale.opportunity_monthly</field>
|
|
</record>
|
|
<record model="ir.action.act_window.view"
|
|
id="act_opportunity_monthly_form_view1">
|
|
<field name="sequence" eval="10"/>
|
|
<field name="view" ref="opportunity_monthly_view_tree"/>
|
|
<field name="act_window" ref="act_opportunity_monthly_form"/>
|
|
</record>
|
|
<record model="ir.action.act_window.view"
|
|
id="act_opportunity_monthly_form_view2">
|
|
<field name="sequence" eval="20"/>
|
|
<field name="view" ref="opportunity_monthly_view_graph1"/>
|
|
<field name="act_window" ref="act_opportunity_monthly_form"/>
|
|
</record>
|
|
<record model="ir.action.act_window.view"
|
|
id="act_opportunity_monthly_form_view3">
|
|
<field name="sequence" eval="30"/>
|
|
<field name="view" ref="opportunity_monthly_view_graph2"/>
|
|
<field name="act_window" ref="act_opportunity_monthly_form"/>
|
|
</record>
|
|
|
|
<menuitem parent="menu_reporting" action="act_opportunity_monthly_form"
|
|
id="menu_opportunity_monthly_form"/>
|
|
|
|
<record model="ir.rule.group" id="rule_group_opportunity_monthly">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity_monthly')]"/>
|
|
<field name="global_p" eval="True"/>
|
|
</record>
|
|
<record model="ir.rule" id="rule_group_opportunity_monthly1">
|
|
<field name="field" search="[('name', '=', 'company'), ('model.model', '=', 'sale.opportunity_monthly')]"/>
|
|
<field name="operator">=</field>
|
|
<field name="operand">User/Current Company</field>
|
|
<field name="rule_group" ref="rule_group_opportunity_monthly"/>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="opportunity_employee_monthly_view_tree">
|
|
<field name="model">sale.opportunity_employee_monthly</field>
|
|
<field name="type">tree</field>
|
|
<field name="arch" type="xml">
|
|
<![CDATA[
|
|
<tree string="Sale Opportunities per Month">
|
|
<field name="year"/>
|
|
<field name="month"/>
|
|
<field name="employee"/>
|
|
<field name="number"/>
|
|
<field name="converted"/>
|
|
<field name="lost"/>
|
|
<field name="conversion_rate"/>
|
|
<field name="amount"/>
|
|
<field name="converted_amount"/>
|
|
<field name="currency"/>
|
|
<field name="conversion_amount_rate"/>
|
|
</tree>
|
|
]]>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.action.act_window" id="act_opportunity_employee_monthly_form">
|
|
<field name="name">Opportunities per Employee per Month</field>
|
|
<field name="res_model">sale.opportunity_employee_monthly</field>
|
|
</record>
|
|
<record model="ir.action.act_window.view"
|
|
id="act_opportunity_employee_monthly_form_view1">
|
|
<field name="sequence" eval="10"/>
|
|
<field name="view" ref="opportunity_employee_monthly_view_tree"/>
|
|
<field name="act_window" ref="act_opportunity_employee_monthly_form"/>
|
|
</record>
|
|
|
|
<menuitem parent="menu_reporting"
|
|
action="act_opportunity_employee_monthly_form"
|
|
id="menu_opportunity_employee_monthly_form"/>
|
|
|
|
<record model="ir.rule.group" id="rule_group_opportunity_employee_monthly">
|
|
<field name="model" search="[('model', '=', 'sale.opportunity_employee_monthly')]"/>
|
|
<field name="global_p" eval="True"/>
|
|
</record>
|
|
<record model="ir.rule" id="rule_group_opportunity_employee_monthly1">
|
|
<field name="field" search="[('name', '=', 'company'), ('model.model', '=', 'sale.opportunity_employee_monthly')]"/>
|
|
<field name="operator">=</field>
|
|
<field name="operand">User/Current Company</field>
|
|
<field name="rule_group" ref="rule_group_opportunity_employee_monthly"/>
|
|
</record>
|
|
|
|
</data>
|
|
</tryton>
|