addons/crm/board_crm_statistical_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4         <!--
   5          Board for statistical view of the sections
   6          -->
   7
   8          <record model="ir.ui.view" id="view_crm_opportunity_categ_graph">
   9             <field name="name">Opportunities By Categories - Graph</field>
  10             <field name="model">crm.lead.report</field>
  11             <field name="type">graph</field>
  12             <field name="arch" type="xml">
  13                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
  14                     <field name="categ_id"/>
  15                     <field name="nbr" operator="+"/>
  16                 </graph>
  17             </field>
  18         </record>
  19
  20         <record model="ir.ui.view" id="view_crm_opportunity_stage_graph">
  21             <field name="name">Opportunities By Stage - Graph</field>
  22             <field name="model">crm.lead.report</field>
  23             <field name="type">graph</field>
  24             <field name="arch" type="xml">
  25                 <graph string="Opportunities By Stage" type="pie">
  26                     <field name="stage_id"/>
  27                     <field name="nbr" operator="+"/>
  28                 </graph>
  29             </field>
  30         </record>
  31
  32         <record model="ir.ui.view" id="view_crm_opportunity_user_stage_graph">
  33             <field name="name">Opportunities By Stage Per User - Graph</field>
  34             <field name="model">crm.lead.report</field>
  35             <field name="type">graph</field>
  36             <field name="arch" type="xml">
  37                 <graph string="Opportunities By Stage" type="bar">
  38                     <field name="stage_id"/>
  39                     <field name="planned_revenue" operator="+"/>
  40                     <field name="user_id" group="True"/>
  41                 </graph>
  42             </field>
  43         </record>
  44
  45         <record model="ir.actions.act_window" id="act_oppor_categ">
  46             <field name="name">Opportunities By Categories</field>
  47             <field name="res_model">crm.lead.report</field>
  48             <field name="view_type">form</field>
  49             <field name="view_mode">graph,tree,form</field>
  50             <field name="view_id" ref="view_crm_opportunity_categ_graph"/>
  51             <field name="domain">[('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')]</field>
  52             <field name="context">{'search_default_Category':1}</field>
  53         </record>
  54
  55         <record model="ir.actions.act_window" id="act_opportunity_stage">
  56             <field name="name">Opportunities By Stage</field>
  57             <field name="res_model">crm.lead.report</field>
  58             <field name="view_type">form</field>
  59             <field name="view_mode">graph,tree,form</field>
  60             <field name="view_id" ref="view_crm_opportunity_stage_graph"/>
  61             <field name="domain">[('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')]</field>
  62             <field name="context">{'search_default_Stage':1}</field>
  63         </record>
  64
  65         <record model="ir.actions.act_window" id="act_oppor_stage_user">
  66             <field name="name">Planned Revenue By User and Stage</field>
  67             <field name="res_model">crm.lead.report</field>
  68             <field name="view_type">form</field>
  69             <field name="view_mode">graph,tree,form</field>
  70             <field name="view_id" ref="view_crm_opportunity_user_stage_graph"/>
  71             <field name="domain">[('state','!=','cancel')]</field>
  72             <field name="context">{'search_default_Stage':1}</field>
  73         </record>
  74
  75         <record model="ir.ui.view" id="board_crm_statistical_form">
  76             <field name="name">CRM - Statistical Dashboard Form</field>
  77             <field name="model">board.board</field>
  78             <field name="type">form</field>
  79             <field name="arch" type="xml">
  80                 <form string="Statistics Dashboard">
  81                     <board style="1-1">
  82                         <column>
  83                             <action string="Opportunities by Categories"
  84                                 name="%(act_oppor_categ)d"/>
  85
  86                             <action string="Opportunities by Stage"
  87                                 name="%(act_opportunity_stage)d"/>
  88
  89                         </column>
  90                         <column>
  91
  92                             <action string="Planned Revenue by Stage and User"
  93                                 name="%(act_oppor_stage_user)d"/>
  94
  95                         </column>
  96                     </board>
  97                 </form>
  98             </field>
  99         </record>
 100
 101         <record model="ir.actions.act_window" id="open_board_statistical_dash">
 102             <field name="name">CRM Dashboard</field>
 103             <field name="res_model">board.board</field>
 104             <field name="view_type">form</field>
 105             <field name="view_mode">form</field>
 106             <field name="usage">menu</field>
 107             <field name="view_id" ref="board_crm_statistical_form"/>
 108         </record>
 109
 110             <menuitem id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
 111
 112         <menuitem
 113             name="CRM Dashboard" parent="board.menu_dasboard"
 114             action="open_board_statistical_dash"
 115             sequence="0"
 116             id="menu_board_statistics_dash"
 117             icon="terp-graph"
 118             groups="base.group_sale_manager"/>
 119
 120     </data>
 121 </openerp>