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="area">
  10                     <field name="stage_id"/>
  11                     <field name="nbr" operator="+"/>
  12                 </graph>
  13             </field>
  14         </record>
  15
  16         <record model="ir.actions.act_window" id="act_opportunity_stage">
  17             <field name="name">Opportunities By Stage</field>
  18             <field name="res_model">crm.lead.report</field>
  19             <field name="view_type">form</field>
  20             <field name="view_mode">graph,tree,form</field>
  21             <field name="view_id" ref="view_crm_opportunity_stage_graph"/>
  22             <!-- avoid done / cancelled -->
  23             <field name="domain">['|',
  24                                     '!', '&amp;', ('probability', '=', 100), ('stage_id.on_change', '=', 1),
  25                                     '!', '&amp;', ('probability', '=', 0), ('stage_id.sequence', '!=', 1),
  26                                 ('type', '=', 'opportunity')]</field>
  27             <field name="context">{'search_default_Stage':1}</field>
  28         </record>
  29
  30         <!--Planned Revenue By User line graph-->
  31         <record model="ir.ui.view" id="view_crm_opportunity_user_stage_graph">
  32             <field name="name">Opportunities By Stage Per User - Graph</field>
  33             <field name="model">crm.lead.report</field>
  34             <field name="arch" type="xml">
  35                 <graph string="Opportunities By Stage" type="line">
  36                     <field name="stage_id"/>
  37                     <field name="planned_revenue" operator="+"/>
  38                     <field name="user_id" group="True"/>
  39                 </graph>
  40             </field>
  41         </record>
  42
  43         <!--Planned Revenue By User line graph action-->
  44         <record model="ir.actions.act_window" id="act_oppor_stage_user">
  45             <field name="name">Planned Revenue By User and Stage</field>
  46             <field name="res_model">crm.lead.report</field>
  47             <field name="view_type">form</field>
  48             <field name="view_mode">graph,tree,form</field>
  49             <field name="view_id" ref="view_crm_opportunity_user_stage_graph"/>
  50             <!-- avoid cancelled -->
  51             <field name="domain">['!', '&amp;', ('probability', '=', 0), ('stage_id.sequence', '!=', 1)]</field>
  52             <field name="context">{'search_default_user': 1, 'search_default_Stage': 1}</field>
  53         </record>
  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="arch" type="xml">
  59                 <form string="Statistics Dashboard" version="7.0">
  60                     <board style="1-1">
  61                         <column>
  62                             <action string="Planned Revenue by Stage and User" name="%(act_oppor_stage_user)d"/>
  63                         </column>
  64                         <column>
  65                             <action string="Opportunities by Stage" name="%(act_opportunity_stage)d"/>
  66                         </column>
  67                     </board>
  68                 </form>
  69             </field>
  70         </record>
  71
  72         <record model="ir.actions.act_window" id="open_board_statistical_dash">
  73             <field name="name">CRM</field>
  74             <field name="res_model">board.board</field>
  75             <field name="view_type">form</field>
  76             <field name="view_mode">form</field>
  77             <field name="usage">menu</field>
  78             <field name="view_id" ref="board_crm_statistical_form"/>
  79         </record>
  80
  81         <menuitem
  82             id="menu_board_statistics_dash"
  83             parent="base.menu_reporting_dashboard"
  84             action="open_board_statistical_dash"
  85             sequence="10"
  86             groups="base.group_sale_manager"/>
  87
  88     </data>
  89 </openerp>