addons/crm/board_crm_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3      <data>
   4         <!-- CRM dashboard -->
   5         <record model="ir.ui.view" id="view_crm_opportunity_stage_graph">
   6             <field name="name">Opportunities By Stage - Graph</field>
   7             <field name="model">crm.lead.report</field>
   8             <field name="arch" type="xml">
   9                 <graph string="Opportunities By Stage" type="bar">
  10                     <field name="stage_id" type="row"/>
  11                 </graph>
  12             </field>
  13         </record>
  14
  15         <record model="ir.actions.act_window" id="act_opportunity_stage">
  16             <field name="name">Opportunities By Stage</field>
  17             <field name="res_model">crm.lead.report</field>
  18             <field name="view_type">form</field>
  19             <field name="view_mode">graph,tree,form</field>
  20             <field name="view_id" ref="view_crm_opportunity_stage_graph"/>
  21             <!-- avoid done / cancelled -->
  22             <field name="domain">['&amp;', ('stage_id.fold', '=', False), ('type', '=', 'opportunity')]</field>
  23             <field name="context">{'search_default_Stage':1}</field>
  24         </record>
  25
  26         <!--Planned Revenue By User line graph-->
  27         <record model="ir.ui.view" id="view_crm_opportunity_user_stage_graph">
  28             <field name="name">Opportunities By Stage Per User - Graph</field>
  29             <field name="model">crm.lead.report</field>
  30             <field name="arch" type="xml">
  31                 <graph string="Opportunities By Stage" stacked="True">
  32                     <field name="stage_id" type="row"/>
  33                     <field name="user_id" type="row"/>
  34                     <field name="planned_revenue" type="measure"/>
  35                 </graph>
  36             </field>
  37         </record>
  38
  39         <!--Planned Revenue By User line graph action-->
  40         <record model="ir.actions.act_window" id="act_oppor_stage_user">
  41             <field name="name">Planned Revenue By User and Stage</field>
  42             <field name="res_model">crm.lead.report</field>
  43             <field name="view_type">form</field>
  44             <field name="view_mode">graph,tree,form</field>
  45             <field name="view_id" ref="view_crm_opportunity_user_stage_graph"/>
  46             <!-- avoid cancelled -->
  47             <field name="domain">['|', ('stage_id.fold', '=', False), ('stage_id.probability', '=', 100)]</field>
  48             <field name="context">{'search_default_user': 1, 'search_default_Stage': 1}</field>
  49         </record>
  50
  51         <record model="ir.ui.view" id="board_crm_statistical_form">
  52             <field name="name">CRM - Statistical Dashboard Form</field>
  53             <field name="model">board.board</field>
  54             <field name="arch" type="xml">
  55                 <form string="Statistics Dashboard" version="7.0">
  56                     <board style="1-1">
  57                         <column>
  58                             <action string="Planned Revenue by Stage and User" name="%(act_oppor_stage_user)d"/>
  59                         </column>
  60                         <column>
  61                             <action string="Opportunities by Stage" name="%(act_opportunity_stage)d"/>
  62                         </column>
  63                     </board>
  64                 </form>
  65             </field>
  66         </record>
  67
  68         <record model="ir.actions.act_window" id="open_board_statistical_dash">
  69             <field name="name">CRM</field>
  70             <field name="res_model">board.board</field>
  71             <field name="view_type">form</field>
  72             <field name="view_mode">form</field>
  73             <field name="usage">menu</field>
  74             <field name="view_id" ref="board_crm_statistical_form"/>
  75         </record>
  76
  77         <menuitem
  78             id="menu_board_statistics_dash"
  79             parent="base.menu_reporting_dashboard"
  80             action="open_board_statistical_dash"
  81             sequence="10"
  82             groups="base.group_sale_manager"/>
  83
  84     </data>
  85 </openerp>