addons/board_crm_configuration/board_crm_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3         <data>
   4                 <record model="board.note.type" id="note_crm_type">
   5                         <field name="name">CRM Configuration</field>
   6                 </record>
   7
   8                 <record model="ir.ui.view" id="view_crm_case_user_graph1">
   9                         <field name="name">crm.case.user.graph1</field>
  10                         <field name="model">report.crm.case.user</field>
  11                         <field name="type">graph</field>
  12                         <field name="arch" type="xml">
  13                                 <graph string="Cases by User and Section" type="pie">
  14                                         <field name="state"/>
  15                                         <field name="nbr" operator="+"/>
  16                                 </graph>
  17                         </field>
  18                 </record>
  19
  20                 <record model="ir.actions.act_window" id="act_my_leads">
  21                         <field name="res_model">crm.case</field>
  22                         <field name="view_type">form</field>
  23                         <field name="view_mode">tree,form</field>
  24                         <field name="view_id" ref="crm_configuration.crm_case_tree_view_leads"/>
  25                         <field name="domain">[('section_id.name', '=', 'Leads'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
  26                 </record>
  27
  28                 <record model="ir.actions.act_window" id="act_my_meetings">
  29                         <field name="res_model">crm.case</field>
  30                         <field name="view_type">form</field>
  31                         <field name="view_mode">tree,form</field>
  32                         <field name="view_id" ref="crm_configuration.crm_case_tree_view_meet"/>
  33                         <field name="domain">[('section_id.name', '=', 'Meetings'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
  34                 </record>
  35
  36                 <act_window name="My Cases"
  37                                 domain="[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]"
  38                                 res_model="crm.case"
  39                                 view_type="form"
  40                                 view_mode="tree,form"
  41                                 id="act_my_cases"/>
  42
  43                 <record model="ir.actions.act_window" id="act_my_leads_stage">
  44                         <field name="res_model">report.crm.case.section.stage</field>
  45                         <field name="view_type">form</field>
  46                         <field name="view_mode">graph,tree,form</field>
  47                         <field name="view_id" ref="view_crm_lead_stage_graph1"/>
  48                         <field name="domain">[('section_id.name', '=', 'Leads'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
  49                 </record>
  50
  51                 <record model="ir.actions.act_window" id="act_sales_pipeline">
  52                         <field name="res_model">report.crm.case.user</field>
  53                         <field name="view_type">form</field>
  54                         <field name="view_mode">graph,tree,form</field>
  55                         <field name="view_id" ref="view_crm_case_user_graph1"/>
  56                         <field name="domain">[('section_id.name', '=', 'Opportunities'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
  57                 </record>
  58
  59                 <record model="ir.actions.act_window" id="act_jobs_requests">
  60                         <field name="res_model">report.crm.case.user</field>
  61                         <field name="view_type">form</field>
  62                         <field name="view_mode">graph,tree,form</field>
  63                         <field name="view_id" ref="view_crm_case_user_graph1"/>
  64                         <field name="domain">[('section_id.name','=','Jobs'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
  65                 </record>
  66
  67                 <record model="ir.ui.view" id="board_crm_form">
  68                         <field name="name">CRM - Dashboard Form</field>
  69                         <field name="model">board.board</field>
  70                         <field name="type">form</field>
  71                         <field name="arch" type="xml">
  72                                 <form string="Connecting Dashboard">
  73                                         <hpaned>
  74
  75                                                 <child1>
  76
  77                                                         <action
  78                                                                 string="My Leads"
  79                                                                 name="%(act_my_leads)d"
  80                                                                 colspan="4"
  81                                                                 height="150"
  82                                                                 width="510"/>
  83
  84                                                         <action
  85                                                                 string="My Meetings"
  86                                                                 name="%(act_my_meetings)d"
  87                                                                 height="150"
  88                                                                 colspan="4"/>
  89
  90                                                         <action
  91                                                                 string="My Cases"
  92                                                                 name="%(act_my_cases)d"
  93                                                                 colspan="4"
  94                                                                 height="200"/>
  95
  96                                                 </child1>
  97
  98                                                 <child2>
  99                                                         <action
 100                                                                 string="My Leads By Stage"
 101                                                                 name="%(act_my_leads_stage)d"
 102                                                                 colspan="4"/>
 103
 104                                                         <action
 105                                                                 string="My Sales Pipeline"
 106                                                                 name="%(act_sales_pipeline)d"
 107                                                                 colspan="4"/>
 108
 109                                                 </child2>
 110                                         </hpaned>
 111                                 </form>
 112                         </field>
 113                 </record>
 114                 <record model="ir.actions.act_window" id="open_board_crm">
 115                         <field name="name">CRM Dashboard</field>
 116                         <field name="res_model">board.board</field>
 117                         <field name="view_type">form</field>
 118                         <field name="view_mode">form</field>
 119                         <field name="usage">menu</field>
 120                         <field name="view_id" ref="board_crm_form"/>
 121                 </record>
 122
 123                 <menuitem
 124                         name="Connecting Dashboard" parent="menu_board_crm_config"
 125                         action="open_board_crm"
 126                         sequence="1"
 127                         id="menu_board_crm" icon="terp-graph"/>
 128
 129
 130         </data>
 131 </openerp>