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         <record model="ir.ui.view" id="view_crm_lead_stage_graph1">
   8             <field name="name">Leads By Stage - Graph</field>
   9             <field name="model">crm.lead.report</field>
  10             <field name="type">graph</field>
  11             <field name="arch" type="xml">
  12                 <graph string="Leads By Stage" type="pie">
  13                     <field name="stage_id"/>
  14                     <field name="nbr" operator="+"/>
  15                 </graph>
  16             </field>
  17         </record>
  18
  19         <record model="ir.ui.view" id="view_crm_opportunity_categ_graph">
  20             <field name="name">report.crm.opportunity.categ.graph</field>
  21             <field name="model">crm.lead.report</field>
  22             <field name="type">graph</field>
  23             <field name="arch" type="xml">
  24                 <graph string="Opportunity by Sales Team and Categories" type="bar" orientation="horizontal">
  25                     <field name="categ_id"/>
  26                     <field name="nbr" operator="+"/>
  27                 </graph>
  28             </field>
  29         </record>
  30
  31         <act_window name="Opportunities By Categories"
  32             domain="[('state','!=','done'),('state','!=','cancel')]"
  33             res_model="crm.lead.report"
  34             view_type="form"
  35             view_mode="graph,tree,form"
  36             view_id="view_crm_opportunity_categ_graph"
  37             id="act_oppor_categ"/>
  38
  39         <record model="ir.actions.act_window" id="act_leads_state">
  40             <field name="res_model">crm.lead.report</field>
  41             <field name="view_type">form</field>
  42             <field name="view_mode">graph,tree,form</field>
  43             <field name="view_id" ref="view_crm_lead_stage_graph1"/>
  44             <field name="domain">[('state','!=','done'),('state','!=','cancel')]</field>
  45         </record>
  46
  47         <act_window name="Leads Of The Month By User"
  48             domain="[('month','=',time.strftime('%%m')),('state','!=','cancel')]"
  49             res_model="crm.lead.report"
  50             view_type="form"
  51             view_mode="graph,tree,form"
  52             view_id="view_crm_lead_stage_graph1"
  53             id="act_leads_month_user"/>
  54
  55         <record model="ir.ui.view" id="board_crm_statistical_form">
  56             <field name="name">CRM - Statistical Dashboard Form</field>
  57             <field name="model">board.board</field>
  58             <field name="type">form</field>
  59             <field name="arch" type="xml">
  60                 <form string="Statistics Dashboard">
  61                     <hpaned>
  62                         <child1>
  63                             <action
  64                                 string="Opportunities By Categories"
  65                                 name="%(act_oppor_categ)d"
  66                                 colspan="4"
  67                                 height="200"
  68                                 width="250"/>
  69
  70                             <action
  71                                 string="Leads By Stage"
  72                                 name="%(act_leads_state)d"
  73                                 height="200"
  74                                 colspan="4"/>
  75
  76                         </child1>
  77                         <child2>
  78
  79                             <action
  80                                 string="Leads Of The Month By User"
  81                                 name="%(act_leads_month_user)d"
  82                                 colspan="4"/>
  83
  84                         </child2>
  85                     </hpaned>
  86                 </form>
  87             </field>
  88         </record>
  89
  90         <record model="ir.actions.act_window" id="open_board_statistical_dash">
  91             <field name="name">CRM - Statistics Dashboard</field>
  92             <field name="res_model">board.board</field>
  93             <field name="view_type">form</field>
  94             <field name="view_mode">form</field>
  95             <field name="usage">menu</field>
  96             <field name="view_id" ref="board_crm_statistical_form"/>
  97         </record>
  98
  99         <menuitem icon="terp-graph" id="base.dashboard" name="Dashboards" sequence="2" parent="base.reporting_menu"/>
 100         <menuitem
 101             name="CRM Configuration" parent="base.dashboard"
 102             id="menu_board_crm_config"
 103             groups="crm.group_crm_manager"/>
 104         <menuitem
 105             name="Statistics Dashboard" parent="menu_board_crm_config"
 106             action="open_board_statistical_dash"
 107             sequence="2"
 108             id="menu_board_statistics_dash"
 109             icon="terp-graph"/>
 110
 111     </data>
 112 </openerp>