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               <field name="context">{'default_user_id': uid, 'default_type': 'opportunity'}</field>
  70           </record>
  71
  72         <record model="ir.actions.act_window.view" id="act_my_oppor_tree_view">
  73           <field name="sequence" eval="1"/>
  74           <field name="view_mode">tree</field>
  75           <field name="view_id" ref="crm_case_my_open_oppor"/>
  76           <field name="act_window_id" ref="act_my_oppor"/>
  77          </record>
  78
  79         <record model="ir.actions.act_window.view" id="act_my_oppor_form_view">
  80             <field name="sequence" eval="2"/>
  81             <field name="view_mode">form</field>
  82             <field name="view_id" ref="crm_case_form_view_oppor"/>
  83             <field name="act_window_id" ref="act_my_oppor"/>
  84         </record>
  85
  86           <record model="ir.actions.act_window" id="act_my_oppor_stage">
  87                <field name="name">Planned Revenue By Stage</field>
  88                <field name="res_model">crm.lead.report</field>
  89                <field name="view_type">form</field>
  90                <field name="view_mode">graph,tree,form</field>
  91                <field name="view_id" ref="view_report_crm_oppor_graph"/>
  92                <field name="domain">[('user_id','=',uid), ('type', '=', 'opportunity'), ('state','in',('draft','open','done','pending')), '!', '&amp;', ('state', '=', 'done'), ('date_closed','&gt;=',datetime.date.today().strftime('%Y-%m-01'))]</field>
  93                <field name="context">{'search_default_Stage':1}</field>
  94           </record>
  95
  96           <record model="ir.ui.view" id="board_crm_form">
  97                <field name="name">Sales Dashboard Form</field>
  98                <field name="model">board.board</field>
  99                <field name="type">form</field>
 100                <field name="arch" type="xml">
 101                     <form string="Sales Dashboard">
 102                          <board style="2-1">
 103                             <column>
 104                                 <action string="My Opportunities"
 105                                     name="%(act_my_oppor)d" creatable="true"/>
 106                             </column>
 107                             <column>
 108                                 <action string="My Planned Revenues by Stage"
 109                                     name="%(act_my_oppor_stage)d"/>
 110                             </column>
 111                     </board>
 112                 </form>
 113             </field>
 114         </record>
 115         <record model="ir.actions.act_window" id="open_board_crm">
 116             <field name="name">Sales</field>
 117             <field name="res_model">board.board</field>
 118             <field name="view_type">form</field>
 119             <field name="view_mode">form</field>
 120             <field name="usage">menu</field>
 121             <field name="view_id" ref="board_crm_form"/>
 122         </record>
 123         <menuitem id="base.menu_base_partner"
 124             action="open_board_crm"/>
 125     </data>
 126 </openerp>