forked from Mapan/odoo17e
191 lines
9.9 KiB
XML
191 lines
9.9 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data>
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<record id="crm_opportunity_view_graph" model="ir.ui.view">
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<field name="name">crm.lead.graph.view</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<graph string="Opportunities" sample="1">
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<field name="stage_id"/>
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<field name="date_deadline" interval="month"/>
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<field name="color" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</graph>
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</field>
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</record>
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<record id="crm_lead_view_pivot" model="ir.ui.view">
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<field name="name">crm.lead.pivot.view</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<pivot string="Leads" display_quantity="1" sample="1">
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<field name="user_id" type="row"/>
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<field name="expected_revenue" type="measure"/>
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<field name="prorated_revenue" type="measure"/>
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<field name="day_close" type="measure"/>
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<field name="color" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</pivot>
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</field>
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</record>
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<record id="crm_lead_view_pivot_forecast" model="ir.ui.view">
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<field name="name">crm.lead.view.pivot.forecast.inherit</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_lead_view_pivot_forecast"/>
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<field name="arch" type="xml">
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<xpath expr="field[@name='probability']" position="after">
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<field name="days_to_convert" invisible="1"/>
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</xpath>
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</field>
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</record>
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<record id="crm_lead_view_graph" model="ir.ui.view">
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<field name="name">crm.lead.graph.view</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<graph string="leads" type="line" sample="1">
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<field name="create_date" interval="week"/>
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<field name="color" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</graph>
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</field>
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</record>
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<record id="crm_lead_view_graph_forecast" model="ir.ui.view">
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<field name="name">crm.lead.view.graph.forecast.inherit</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_lead_view_graph_forecast"/>
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<field name="arch" type="xml">
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<xpath expr="field[@name='probability']" position="after">
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<field name="days_to_convert" invisible="1"/>
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</xpath>
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</field>
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</record>
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<record id="crm_lead_view_map" model="ir.ui.view">
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<field name="name">crm.lead.view.map</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<map res_partner="partner_id">
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<field name="partner_id" string="Customer"/>
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</map>
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</field>
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</record>
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<record id="crm_lead_view_cohort" model="ir.ui.view">
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<field name="name">crm.lead.view.cohort</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<cohort string="Opportunities" date_start="create_date" date_stop="date_closed" interval="week" mode="churn" sample="1">
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<field name="color" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</cohort>
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</field>
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</record>
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<record id="crm.action_report_crm_lead_salesteam" model="ir.actions.act_window">
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<field name="view_mode">graph,pivot,tree,form,cohort</field>
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</record>
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<!-- dashboard action -->
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<record id="crm_opportunity_action_dashboard" model="ir.actions.act_window">
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<field name="name">Pipeline Analysis</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">graph,pivot,cohort,tree,form</field>
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<field name="context" eval="{
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'tree_view_ref': 'crm.crm_case_tree_view_oppor',
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'default_type': 'opportunity',
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'search_default_filter_opportunity': True,
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'search_default_filter_create_date': 1}"/>
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<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No data found!
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</p><p>
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Use this menu to have an overview of your Pipeline.
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</p>
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</field>
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</record>
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<record id="crm_opportunity_action_dashboard_pivot" model="ir.actions.act_window.view">
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<field name="sequence" eval="2"/>
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<field name="view_mode">pivot</field>
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<field name="view_id" ref="crm.crm_lead_view_pivot"/>
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<field name="act_window_id" ref="crm_enterprise.crm_opportunity_action_dashboard"/>
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</record>
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<record id="crm_opportunity_action_dashboard_graph" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="crm_enterprise.crm_opportunity_view_graph"/>
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<field name="act_window_id" ref="crm_enterprise.crm_opportunity_action_dashboard"/>
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</record>
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<record id="crm_opportunity_action_dashboard_cohort" model="ir.actions.act_window.view">
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<field name="sequence" eval="3"/>
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<field name="view_mode">cohort</field>
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<field name="view_id" ref="crm_enterprise.crm_lead_view_cohort"/>
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<field name="act_window_id" ref="crm_enterprise.crm_opportunity_action_dashboard"/>
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</record>
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<record id="crm_opportunity_action_dashboard_tree" model="ir.actions.act_window.view">
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<field name="sequence" eval="4"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm.crm_lead_view_tree_opportunity_reporting"/>
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<field name="act_window_id" ref="crm_enterprise.crm_opportunity_action_dashboard"/>
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</record>
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<!-- add map to pipeline action -->
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<record id="crm_lead_action_pipeline_view_map" model="ir.actions.act_window.view">
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<field name="sequence" eval="7"/>
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<field name="view_mode">map</field>
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<field name="view_id" ref="crm_enterprise.crm_lead_view_map"/>
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<field name="act_window_id" ref="crm.crm_lead_action_pipeline"/>
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</record>
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<!-- add cohort to res partner action -->
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<record id="crm_opportunity_partner_add_cohort" model="ir.actions.act_window.view">
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<field name="sequence" eval="6"/>
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<field name="view_mode">cohort</field>
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<field name="act_window_id" ref="crm.crm_lead_opportunities"/>
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</record>
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<!-- add dashboard to lead report action -->
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<record id="crm.crm_opportunity_report_action_lead" model="ir.actions.act_window">
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<field name="view_mode">graph,pivot,tree</field>
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</record>
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<!-- menuitem -->
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<record id="crm.crm_opportunity_report_menu" model="ir.ui.menu">
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<field name="action" ref="crm_enterprise.crm_opportunity_action_dashboard"/>
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</record>
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</data>
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</odoo>
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