addons/crm/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_opportunity_user_graph1">
   9                <field name="name">crm.opportunity.user.graph1</field>
  10                <field name="model">crm.lead.report</field>
  11                <field name="type">graph</field>
  12                <field name="arch" type="xml">
  13                     <graph string="Opportunities by User and Team" type="bar">
  14                          <field name="stage_id"/>
  15                          <field name="nbr" operator="+"/>
  16                          <field name="user_id" group="True"/>
  17                     </graph>
  18                </field>
  19           </record>
  20
  21         <record id="view_report_crm_oppor_graph" model="ir.ui.view">
  22             <field name="name">crm.lead.report.graph</field>
  23             <field name="model">crm.lead.report</field>
  24             <field name="type">graph</field>
  25             <field name="arch" type="xml">
  26                 <graph orientation="vertical" string="Opportunity Analysis" type="bar">
  27                    <field name="stage_id"/>
  28                     <field name="planned_revenue" operator="+"/>
  29                 </graph>
  30             </field>
  31         </record>
  32
  33         <record model="ir.ui.view" id="crm_case_my_open_oppor">
  34             <field name="name">Opportunities</field>
  35             <field name="model">crm.lead</field>
  36             <field name="type">tree</field>
  37             <field name="arch" type="xml">
  38                 <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
  39                     <field name="name" string="Opportunity"/>
  40                     <field name="partner_id"/>
  41                     <field name="stage_id"/>
  42                     <button name="stage_previous" string="Previous Stage"
  43                         states="open,pending" type="object" icon="gtk-go-back" />
  44                     <button name="stage_next" string="Next Stage"
  45                         states="open,pending" type="object"
  46                         icon="gtk-go-forward" />
  47                     <field name="planned_revenue" sum="Total of Planned Revenue"/>
  48                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
  49                     <field name="date_deadline" invisible="1"/>
  50                     <field name="state"/>
  51                     <button name="case_open" string="Open"
  52                         states="draft,pending" type="object"
  53                         icon="gtk-go-forward" />
  54                     <button name="case_pending" string="Pending"
  55                         states="open,draft" type="object"
  56                         icon="gtk-media-pause" />
  57                     <button name="case_mark_lost" string="Lost"
  58                         states="open,pending" type="object"
  59                         icon="gtk-cancel" />
  60                     <button name="case_close" string="Won"
  61                         states="open,draft,pending" type="object"
  62                         icon="gtk-apply" />
  63                 </tree>
  64             </field>
  65         </record>
  66
  67           <record model="ir.actions.act_window" id="act_my_oppor">
  68               <field name="name">My Open Opportunities</field>
  69                <field name="res_model">crm.lead</field>
  70                <field name="view_type">form</field>
  71                <field name="view_mode">tree,form</field>
  72             <field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
  73           </record>
  74
  75         <record model="ir.actions.act_window.view" id="act_my_oppor_tree_view">
  76           <field name="sequence" eval="1"/>
  77           <field name="view_mode">tree</field>
  78           <field name="view_id" ref="crm_case_my_open_oppor"/>
  79           <field name="act_window_id" ref="act_my_oppor"/>
  80          </record>
  81
  82         <record model="ir.actions.act_window.view" id="act_my_oppor_form_view">
  83             <field name="sequence" eval="2"/>
  84             <field name="view_mode">form</field>
  85             <field name="view_id" ref="crm_case_form_view_oppor"/>
  86             <field name="act_window_id" ref="act_my_oppor"/>
  87         </record>
  88
  89           <record model="ir.actions.act_window" id="act_my_meetings">
  90                <field name="name">My Meetings</field>
  91                <field name="res_model">crm.meeting</field>
  92                <field name="view_type">form</field>
  93                <field name="view_mode">tree,form</field>
  94                <field name="view_id" ref="crm.crm_case_tree_view_meet"/>
  95             <field name="domain">[('user_id','=',uid),('state','not in',('cancel','done'))]</field>
  96           </record>
  97
  98           <record model="ir.actions.act_window" id="act_my_oppor_stage">
  99                <field name="name">My Planned Revenues by Stage</field>
 100                <field name="res_model">crm.lead.report</field>
 101                <field name="view_type">form</field>
 102                <field name="view_mode">graph,tree,form</field>
 103                <field name="view_id" ref="view_report_crm_oppor_graph"/>
 104                <field name="domain">['&amp;', '&amp;', ('user_id','=',uid), ('type', '=', 'opportunity'), '!' , '&amp;', ('state', '=', 'done'),  ('date_closed','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
 105                <field name="context">{'search_default_Stage':1}</field>
 106           </record>
 107
 108           <record model="ir.actions.act_window" id="act_sales_pipeline">
 109                <field name="name">My Win/Lost Ratio for the Last Year</field>
 110                <field name="res_model">crm.lead.report</field>
 111                <field name="view_type">form</field>
 112                <field name="view_mode">graph,tree,form</field>
 113                <field name="view_id" ref="view_crm_opportunity_user_graph1"/>
 114                <field name="domain">['&amp;', ('user_id', '=', uid),'&amp;', ('state', '=', 'done') , '&amp;', ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</field>
 115           </record>
 116
 117           <record model="ir.ui.view" id="board_crm_form">
 118                <field name="name">Sales Dashboard Form</field>
 119                <field name="model">board.board</field>
 120                <field name="type">form</field>
 121                <field name="arch" type="xml">
 122                     <form string="Sales Dashboard">
 123                          <hpaned>
 124                               <child1>
 125                                    <action
 126                                         string="My Open Opportunities"
 127                                         name="%(act_my_oppor)d"
 128                                         colspan="4"
 129                                         height="150"
 130                                         groups="base.group_sale_salesman,base.group_sale_manager"
 131                                         width="510"/>
 132                                    <action
 133                                         string="My Meetings"
 134                                         name="%(act_my_meetings)d"
 135                                         height="150"
 136                                         colspan="4"/>
 137                               </child1>
 138                               <child2>
 139                                    <action
 140                                 string="My Planned Revenues by Stage"
 141                                 name="%(act_my_oppor_stage)d"
 142                                 groups="base.group_sale_salesman,base.group_sale_manager"
 143                                 colspan="4"/>
 144                             <action
 145                                 string="My Win/Lost Ratio for the Last Year"
 146                                 name="%(act_sales_pipeline)d"
 147                                 groups="base.group_sale_salesman,base.group_sale_manager"
 148                                 colspan="4"/>
 149                         </child2>
 150                     </hpaned>
 151                 </form>
 152             </field>
 153         </record>
 154         <record model="ir.actions.act_window" id="open_board_crm">
 155             <field name="name">Sales Dashboard</field>
 156             <field name="res_model">board.board</field>
 157             <field name="view_type">form</field>
 158             <field name="view_mode">form</field>
 159             <field name="usage">menu</field>
 160             <field name="view_id" ref="board_crm_form"/>
 161         </record>
 162         <menuitem id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
 163         <menuitem
 164             name="Sales Dashboard" parent="board.menu_dasboard"
 165             action="open_board_crm"
 166             sequence="1"
 167             id="menu_board_crm" icon="terp-graph"
 168             groups="base.group_sale_salesman"/>
 169
 170         <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0" action="open_board_crm"/>
 171     </data>
 172 </openerp>