addons/crm/board_crm_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3      <data>
   4           <record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
   5                <field name="name">crm.opportunity.user.graph1</field>
   6                <field name="model">crm.lead.report</field>
   7                <field name="type">graph</field>
   8                <field name="arch" type="xml">
   9                     <graph string="Opportunities by User and Team" type="bar">
  10                          <field name="stage_id"/>
  11                          <field name="nbr" operator="+"/>
  12                          <field name="user_id" group="True"/>
  13                     </graph>
  14                </field>
  15           </record>
  16
  17         <record id="view_report_crm_oppor_graph" model="ir.ui.view">
  18             <field name="name">crm.lead.report.graph</field>
  19             <field name="model">crm.lead.report</field>
  20             <field name="type">graph</field>
  21             <field name="arch" type="xml">
  22                 <graph orientation="vertical" string="Opportunity Analysis" type="bar">
  23                    <field name="stage_id"/>
  24                     <field name="planned_revenue" operator="+"/>
  25                 </graph>
  26             </field>
  27         </record>
  28
  29         <record model="ir.ui.view" id="crm_case_my_open_oppor">
  30             <field name="name">Opportunities</field>
  31             <field name="model">crm.lead</field>
  32             <field name="type">tree</field>
  33             <field name="arch" type="xml">
  34                 <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
  35                     <field name="name" string="Opportunity"/>
  36                     <field name="partner_id" string="Customer"/>
  37                     <field name="stage_id"/>
  38                     <button name="stage_previous" string="Previous Stage"
  39                         states="open,pending" type="object" icon="gtk-go-back" />
  40                     <button name="stage_next" string="Next Stage"
  41                         states="open,pending" type="object"
  42                         icon="gtk-go-forward" />
  43                     <field name="planned_revenue" sum="Total of Planned Revenue"/>
  44                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
  45                     <field name="date_deadline" invisible="1"/>
  46                     <field name="state"/>
  47                     <button name="case_open" string="Open"
  48                         states="draft,pending" type="object"
  49                         icon="gtk-go-forward" />
  50                     <button name="case_pending" string="Pending"
  51                         states="open,draft" type="object"
  52                         icon="gtk-media-pause" />
  53                     <button name="case_mark_lost" string="Lost"
  54                         states="open,pending" type="object"
  55                         icon="gtk-cancel" />
  56                     <button name="case_close" string="Won"
  57                         states="open,draft,pending" type="object"
  58                         icon="gtk-apply" />
  59                 </tree>
  60             </field>
  61         </record>
  62
  63           <record model="ir.actions.act_window" id="act_my_oppor">
  64               <field name="name">My Open Opportunities</field>
  65                <field name="res_model">crm.lead</field>
  66                <field name="view_type">form</field>
  67                <field name="view_mode">tree,form</field>
  68             <field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
  69           </record>
  70
  71         <record model="ir.actions.act_window.view" id="act_my_oppor_tree_view">
  72           <field name="sequence" eval="1"/>
  73           <field name="view_mode">tree</field>
  74           <field name="view_id" ref="crm_case_my_open_oppor"/>
  75           <field name="act_window_id" ref="act_my_oppor"/>
  76          </record>
  77
  78         <record model="ir.actions.act_window.view" id="act_my_oppor_form_view">
  79             <field name="sequence" eval="2"/>
  80             <field name="view_mode">form</field>
  81             <field name="view_id" ref="crm_case_form_view_oppor"/>
  82             <field name="act_window_id" ref="act_my_oppor"/>
  83         </record>
  84
  85           <record model="ir.actions.act_window" id="act_my_meetings">
  86                <field name="name">My Meetings</field>
  87                <field name="res_model">crm.meeting</field>
  88                <field name="view_type">form</field>
  89                <field name="view_mode">tree,form</field>
  90                <field name="view_id" ref="crm.crm_case_tree_view_meet"/>
  91             <field name="domain">[('user_id','=',uid),('state','not in',('cancel','done'))]</field>
  92           </record>
  93
  94           <record model="ir.actions.act_window" id="act_my_oppor_stage">
  95                <field name="name">Planned Revenue By Stage</field>
  96                <field name="res_model">crm.lead.report</field>
  97                <field name="view_type">form</field>
  98                <field name="view_mode">graph,tree,form</field>
  99                <field name="view_id" ref="view_report_crm_oppor_graph"/>
 100                <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>
 101                <field name="context">{'search_default_Stage':1}</field>
 102           </record>
 103
 104           <record model="ir.actions.act_window" id="act_sales_pipeline">
 105                <field name="name">My Win/Lost Ratio for The Last Year</field>
 106                <field name="res_model">crm.lead.report</field>
 107                <field name="view_type">form</field>
 108                <field name="view_mode">graph,tree,form</field>
 109                <field name="view_id" ref="view_crm_opportunity_user_graph1"/>
 110                <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>
 111           </record>
 112
 113           <record model="ir.ui.view" id="board_crm_form">
 114                <field name="name">Sales Dashboard Form</field>
 115                <field name="model">board.board</field>
 116                <field name="type">form</field>
 117                <field name="arch" type="xml">
 118                     <form string="Sales Dashboard">
 119                          <hpaned>
 120                               <child1>
 121                                    <action
 122                                         string="My Open Opportunities"
 123                                         name="%(act_my_oppor)d"
 124                                         colspan="4"
 125                                         height="150"
 126                                         groups="base.group_sale_salesman,base.group_sale_manager"
 127                                         width="510"/>
 128                                    <action
 129                                         string="My Meetings"
 130                                         name="%(act_my_meetings)d"
 131                                         height="150"
 132                                         colspan="4"/>
 133                               </child1>
 134                               <child2>
 135                                    <action
 136                                 string="My Planned Revenues by Stage"
 137                                 name="%(act_my_oppor_stage)d"
 138                                 groups="base.group_sale_salesman,base.group_sale_manager"
 139                                 colspan="4"/>
 140                             <action
 141                                 string="My Win/Lost Ratio for the Last Year"
 142                                 name="%(act_sales_pipeline)d"
 143                                 groups="base.group_sale_salesman,base.group_sale_manager"
 144                                 colspan="4"/>
 145                         </child2>
 146                     </hpaned>
 147                 </form>
 148             </field>
 149         </record>
 150         <record model="ir.actions.act_window" id="open_board_crm">
 151             <field name="name">Sales Dashboard</field>
 152             <field name="res_model">board.board</field>
 153             <field name="view_type">form</field>
 154             <field name="view_mode">form</field>
 155             <field name="usage">menu</field>
 156             <field name="view_id" ref="board_crm_form"/>
 157         </record>
 158         <menuitem id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
 159         <menuitem
 160             name="Sales Dashboard" parent="board.menu_dasboard"
 161             action="open_board_crm"
 162             sequence="1"
 163             id="menu_board_crm" icon="terp-graph"
 164             groups="base.group_sale_salesman"/>
 165
 166         <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0" action="open_board_crm"/>
 167     </data>
 168 </openerp>