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[IMP] new groups + new "ALL" blocks

pull/1/head
Ivan Yelizariev 10 years ago
parent
3949bad8a6
commit
2f7ee1999c
1 changed files with 126 additions and 13 deletions
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  1. 139
      data.xml

139
data.xml
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@ -14,6 +14,19 @@
<field name="condition">lower</field> <field name="condition">lower</field>
<field name="domain">[('user_id','=', user.id),('state','in', ['done'])]</field> <field name="domain">[('user_id','=', user.id),('state','in', ['done'])]</field>
</record> </record>
<record id="goal_average_payment_time_all" model="gamification.goal.definition">
<field name="name">Average payment time [ALL]</field>
<field name="description"></field>
<field name="monetary" eval="False"/>
<field name="suffix">days</field>
<field name="computation_mode">avg</field>
<field name="display_mode">progress</field>
<field name="model_id" ref="sale.model_sale_order"/>
<field name="field_id" ref="sale_mediation_custom.field_sale_order_invoice_deal_time"/>
<field name="field_date_id" ref="sale.field_sale_order_date_order"/>
<field name="condition">lower</field>
<field name="domain">[('state','in', ['done'])]</field>
</record>
<record id="goal_average_deal_time" model="gamification.goal.definition"> <record id="goal_average_deal_time" model="gamification.goal.definition">
<field name="name">Average deal time</field> <field name="name">Average deal time</field>
<field name="description"></field> <field name="description"></field>
@ -27,6 +40,19 @@
<field name="condition">lower</field> <field name="condition">lower</field>
<field name="domain">[('user_id','=', user.id), ('sales_funnel_type', 'in', ['won']), ('date_closed', '!=', False)]</field> <field name="domain">[('user_id','=', user.id), ('sales_funnel_type', 'in', ['won']), ('date_closed', '!=', False)]</field>
</record> </record>
<record id="goal_average_deal_time_all" model="gamification.goal.definition">
<field name="name">Average deal time [ALL]</field>
<field name="description"></field>
<field name="monetary" eval="False"/>
<field name="suffix">days</field>
<field name="computation_mode">avg</field>
<field name="display_mode">progress</field>
<field name="model_id" ref="crm.model_crm_lead"/>
<field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/>
<field name="field_date_id" ref="crm.field_crm_lead_create_date"/>
<field name="condition">lower</field>
<field name="domain">[('sales_funnel_type', 'in', ['won']), ('date_closed', '!=', False)]</field>
</record>
<record id="goal_oldest_lead" model="gamification.goal.definition"> <record id="goal_oldest_lead" model="gamification.goal.definition">
<field name="name">Oldest lead</field> <field name="name">Oldest lead</field>
<field name="description"></field> <field name="description"></field>
@ -39,6 +65,18 @@
<field name="model_id" ref="crm.model_crm_lead"/> <field name="model_id" ref="crm.model_crm_lead"/>
<field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/> <field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/>
</record> </record>
<record id="goal_oldest_lead_all" model="gamification.goal.definition">
<field name="name">Oldest lead [ALL]</field>
<field name="description"></field>
<field name="monetary" eval="False"/>
<field name="suffix">days</field>
<field name="computation_mode">max</field>
<field name="display_mode">progress</field>
<field name="condition">lower</field>
<field name="domain">[('sales_funnel_type', '=', 'lead')]</field>
<field name="model_id" ref="crm.model_crm_lead"/>
<field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/>
</record>
<record id="goal_oldest_opp" model="gamification.goal.definition"> <record id="goal_oldest_opp" model="gamification.goal.definition">
<field name="name">Oldest Opportunity</field> <field name="name">Oldest Opportunity</field>
<field name="description"></field> <field name="description"></field>
@ -51,6 +89,18 @@
<field name="model_id" ref="crm.model_crm_lead"/> <field name="model_id" ref="crm.model_crm_lead"/>
<field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/> <field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/>
</record> </record>
<record id="goal_oldest_opp_all" model="gamification.goal.definition">
<field name="name">Oldest Opportunity [ALL]</field>
<field name="description"></field>
<field name="monetary" eval="False"/>
<field name="suffix">days</field>
<field name="computation_mode">max</field>
<field name="display_mode">progress</field>
<field name="condition">lower</field>
<field name="domain">['|', ('sales_funnel_type', '=', 'quotation'),('sales_funnel_type', '=', 'negotiation')]</field>
<field name="model_id" ref="crm.model_crm_lead"/>
<field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/>
</record>
<record id="goal_personal_comission" model="gamification.goal.definition"> <record id="goal_personal_comission" model="gamification.goal.definition">
<field name="name">Personal comission</field> <field name="name">Personal comission</field>
@ -99,15 +149,33 @@ else:
</field> </field>
</record> </record>
<record model="res.groups" id="group_dashboard_accountant">
<field name="name">dashboard_accountant</field>
<field name="category_id" ref="access_custom.module_category_custom"/>
<field name="comment">Shows dashboard to accountant</field>
</record>
<record model="res.groups" id="group_dashboard_sales_management">
<field name="name">dashboard_sales_managment</field>
<field name="category_id" ref="access_custom.module_category_custom"/>
<field name="comment">Shows sales management dashboard</field>
</record>
<record model="res.groups" id="group_dashboard_management">
<field name="name">dashboard_managment</field>
<field name="category_id" ref="access_custom.module_category_custom"/>
<field name="comment">Shows management dashboard. It includes: sales management + accountant dashboard + EXTRA</field>
<field name="implied_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_management')),(4, ref('mail_wall_custom.group_dashboard_accountant'))]"/>
</record>
<record model="res.groups" id="group_dashboard_sales_person"> <record model="res.groups" id="group_dashboard_sales_person">
<field name="name">dashboard_sales_person</field> <field name="name">dashboard_sales_person</field>
<field name="category_id" ref="access_custom.module_category_custom"/> <field name="category_id" ref="access_custom.module_category_custom"/>
<field name="comment">Shows dashboard to salesperson</field> <field name="comment">Shows dashboard to salesperson</field>
</record> </record>
<record model="res.groups" id="group_dashboard_management">
<field name="name">dashboard_managment</field>
<record model="res.groups" id="group_dashboard_admin">
<field name="name">dashboard_admin</field>
<field name="category_id" ref="access_custom.module_category_custom"/> <field name="category_id" ref="access_custom.module_category_custom"/>
<field name="comment">Shows management dashboard</field>
<field name="comment">Shows admin dashboard</field>
</record> </record>
<record id="widget_outstanding_invoices" model="mail.wall.widgets.widget"> <record id="widget_outstanding_invoices" model="mail.wall.widgets.widget">
@ -121,24 +189,35 @@ else:
<field name="active" eval="True"/> <field name="active" eval="True"/>
</record> </record>
<record id="widget_sent_invoices" model="mail.wall.widgets.widget">
<field name="name">Sent invoices</field>
<record id="widget_outstanding_invoices_all" model="mail.wall.widgets.widget">
<field name="name">Outstanding sale orders [ALL]</field>
<field name="model_id" ref="sale.model_sale_order"/>
<field name="domain">[('state', 'in', ['progress', 'manual'])]</field>
<field name="value_field_id" ref="sale.field_sale_order_amount_total"/>
<field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date_order}]]></field>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_management'), 0),(4, ref('mail_wall_custom.group_dashboard_accountant'), 0)]"/>
<field name="type">list</field>
<field name="active" eval="True"/>
</record>
<record id="widget_sent_invoices_all" model="mail.wall.widgets.widget">
<field name="name">Sent invoices [ALL]</field>
<field name="model_id" ref="account.model_account_invoice"/> <field name="model_id" ref="account.model_account_invoice"/>
<field name="domain">[('user_id', '=', user.id),('type', 'in', ['out_invoice']),('state','in',['open'])]</field>
<field name="domain">[('type', 'in', ['out_invoice']),('state','in',['open'])]</field>
<field name="value_field_id" ref="account.field_account_invoice_amount_total"/> <field name="value_field_id" ref="account.field_account_invoice_amount_total"/>
<field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date_invoice}]]></field> <field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date_invoice}]]></field>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_management'), 0)]"/>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_accountant'), 0)]"/>
<field name="type">list</field> <field name="type">list</field>
<field name="active" eval="True"/> <field name="active" eval="True"/>
</record> </record>
<record id="widget_received_invoices" model="mail.wall.widgets.widget">
<field name="name">Received invoices</field>
<record id="widget_received_invoices_all" model="mail.wall.widgets.widget">
<field name="name">Received invoices [ALL]</field>
<field name="model_id" ref="account.model_account_invoice"/> <field name="model_id" ref="account.model_account_invoice"/>
<field name="domain">[('user_id', '=', user.id),('type', 'in', ['in_invoice']),('state','in',['open'])]</field>
<field name="domain">[('type', 'in', ['in_invoice']),('state','in',['open'])]</field>
<field name="value_field_id" ref="account.field_account_invoice_amount_total"/> <field name="value_field_id" ref="account.field_account_invoice_amount_total"/>
<field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date_invoice}]]></field> <field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date_invoice}]]></field>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_management'), 0)]"/>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_accountant'), 0)]"/>
<field name="type">list</field> <field name="type">list</field>
<field name="active" eval="True"/> <field name="active" eval="True"/>
</record> </record>
@ -148,7 +227,18 @@ else:
<field name="model_id" ref="crm.model_crm_phonecall"/> <field name="model_id" ref="crm.model_crm_phonecall"/>
<field name="domain">[('user_id', '=', user.id),('state', 'not in', ['cancel'])]</field> <field name="domain">[('user_id', '=', user.id),('state', 'not in', ['cancel'])]</field>
<field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date}]]></field> <field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date}]]></field>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_person'), 0)]"/>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_person'), 0),(4, ref('mail_wall_custom.group_dashboard_sales_management'), 0),(4, ref('mail_wall_custom.group_dashboard_admin'), 0),(4, ref('mail_wall_custom.group_dashboard_accountant'), 0)]"/>
<field name="type">list</field>
<field name="limit">10</field>
<field name="order">date DESC</field>
<field name="active" eval="True"/>
</record>
<record id="widget_calls_all" model="mail.wall.widgets.widget">
<field name="name">Calls [ALL]</field>
<field name="model_id" ref="crm.model_crm_phonecall"/>
<field name="domain">[('user_id', '=', user.id),('state', 'not in', ['cancel'])]</field>
<field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date}]]></field>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_management'), 0)]"/>
<field name="type">list</field> <field name="type">list</field>
<field name="limit">10</field> <field name="limit">10</field>
<field name="order">date DESC</field> <field name="order">date DESC</field>
@ -160,7 +250,19 @@ else:
<field name="model_id" ref="calendar.model_calendar_event"/> <field name="model_id" ref="calendar.model_calendar_event"/>
<field name="domain">[('partner_ids', 'in', [user.partner_id.id])]</field> <field name="domain">[('partner_ids', 'in', [user.partner_id.id])]</field>
<field name="content"><![CDATA[${record.name} - ${record.start_datetime}]]></field> <field name="content"><![CDATA[${record.name} - ${record.start_datetime}]]></field>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_person'), 0)]"/>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_person'), 0),(4, ref('mail_wall_custom.group_dashboard_sales_management'), 0),(4, ref('mail_wall_custom.group_dashboard_admin'), 0),(4, ref('mail_wall_custom.group_dashboard_accountant'), 0)]"/>
<field name="type">list</field>
<field name="limit">10</field>
<field name="order">start_datetime DESC</field>
<field name="active" eval="True"/>
</record>
<record id="widget_meetings_all" model="mail.wall.widgets.widget">
<field name="name">Meetings [ALL]</field>
<field name="model_id" ref="calendar.model_calendar_event"/>
<field name="domain">[('partner_ids', 'in', [user.partner_id.id])]</field>
<field name="content"><![CDATA[${record.name} - ${record.start_datetime}]]></field>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_management'), 0)]"/>
<field name="type">list</field> <field name="type">list</field>
<field name="limit">10</field> <field name="limit">10</field>
<field name="order">start_datetime DESC</field> <field name="order">start_datetime DESC</field>
@ -178,6 +280,17 @@ else:
<field name="won_domain">[('sales_funnel_type', 'in', ['won'])]</field> <field name="won_domain">[('sales_funnel_type', 'in', ['won'])]</field>
<field name="active" eval="True"/> <field name="active" eval="True"/>
</record> </record>
<record id="widget_sales_funnel_all" model="mail.wall.widgets.widget">
<field name="name">Conversion Rate [ALL]</field>
<field name="model_id" ref="crm.model_crm_lead"/>
<field name="domain">[('sales_funnel_type', 'in', ['won', 'lost'])]</field>
<field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_management'), 0)]"/>
<field name="type">funnel</field>
<field name="value_field_id" ref="crm.field_crm_lead_planned_revenue"/>
<field name="stage_field_id" ref="sale_mediation_custom.field_crm_lead_stage_closed_id"/>
<field name="won_domain">[('sales_funnel_type', 'in', ['won'])]</field>
<field name="active" eval="True"/>
</record>
<record id="widget_sales_contributed" model="mail.wall.widgets.widget"> <record id="widget_sales_contributed" model="mail.wall.widgets.widget">
<field name="name">Sales contributed</field> <field name="name">Sales contributed</field>

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