addons/crm/board_crm_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3      <data>
   4         <!-- crm user dashboard -->
   5         <record model="ir.ui.view" id="crm_case_my_open_oppor">
   6             <field name="name">Opportunities</field>
   7             <field name="model">crm.lead</field>
   8             <field name="type">tree</field>
   9             <field name="arch" type="xml">
  10                 <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
  11                     <field name="name" string="Opportunity"/>
  12                     <field name="partner_id" string="Customer"/>
  13                     <field name="stage_id"/>
  14                     <field name="planned_revenue" sum="Total of Planned Revenue"/>
  15                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
  16                     <field name="date_deadline" invisible="1"/>
  17                     <field name="state" groups="base.group_no_one"/>
  18                 </tree>
  19             </field>
  20         </record>
  21         <record model="ir.actions.act_window" id="act_my_oppor">
  22             <field name="name">My Open Opportunities</field>
  23             <field name="res_model">crm.lead</field>
  24             <field name="view_type">form</field>
  25             <field name="view_mode">tree,form</field>
  26             <field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
  27             <field name="context">{'default_user_id': uid, 'default_type': 'opportunity'}</field>
  28         </record>
  29         <record model="ir.actions.act_window.view" id="act_my_oppor_tree_view">
  30             <field name="sequence" eval="1"/>
  31             <field name="view_mode">tree</field>
  32             <field name="view_id" ref="crm_case_my_open_oppor"/>
  33             <field name="act_window_id" ref="act_my_oppor"/>
  34         </record>
  35         <record model="ir.actions.act_window.view" id="act_my_oppor_form_view">
  36             <field name="sequence" eval="2"/>
  37             <field name="view_mode">form</field>
  38             <field name="view_id" ref="crm_case_form_view_oppor"/>
  39             <field name="act_window_id" ref="act_my_oppor"/>
  40         </record>
  41
  42         <record id="view_report_crm_oppor_graph" model="ir.ui.view">
  43             <field name="name">crm.lead.report.graph</field>
  44             <field name="model">crm.lead.report</field>
  45             <field name="type">graph</field>
  46             <field name="arch" type="xml">
  47                 <graph orientation="vertical" string="Opportunity Analysis" type="bar">
  48                     <field name="stage_id"/>
  49                     <field name="planned_revenue" operator="+"/>
  50                 </graph>
  51             </field>
  52         </record>
  53         <record model="ir.actions.act_window" id="act_my_oppor_stage">
  54              <field name="name">Planned Revenue By Stage</field>
  55              <field name="res_model">crm.lead.report</field>
  56              <field name="view_type">form</field>
  57              <field name="view_mode">graph,tree,form</field>
  58              <field name="view_id" ref="view_report_crm_oppor_graph"/>
  59              <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>
  60              <field name="context">{'search_default_Stage':1}</field>
  61         </record>
  62
  63         <record model="ir.ui.view" id="board_crm_form">
  64             <field name="name">Sales Dashboard Form</field>
  65             <field name="model">board.board</field>
  66             <field name="type">form</field>
  67             <field name="arch" type="xml">
  68                 <form string="Sales Dashboard" version="7.0">
  69                     <board style="2-1">
  70                         <column>
  71                             <action string="My Opportunities" name="%(act_my_oppor)d" creatable="true"/>
  72                         </column>
  73                         <column>
  74                             <action string="My Planned Revenues by Stage" name="%(act_my_oppor_stage)d"/>
  75                         </column>
  76                     </board>
  77                 </form>
  78             </field>
  79         </record>
  80         <record model="ir.actions.act_window" id="open_board_crm">
  81             <field name="name">CRM</field>
  82             <field name="res_model">board.board</field>
  83             <field name="view_type">form</field>
  84             <field name="view_mode">form</field>
  85             <field name="usage">menu</field>
  86             <field name="view_id" ref="board_crm_form"/>
  87         </record>
  88
  89         <!-- crm mananger dashboard -->
  90         <record model="ir.ui.view" id="view_crm_opportunity_categ_graph">
  91             <field name="name">Opportunities By Categories - Graph</field>
  92             <field name="model">crm.lead.report</field>
  93             <field name="type">graph</field>
  94             <field name="arch" type="xml">
  95                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
  96                     <field name="categ_id"/>
  97                     <field name="nbr" operator="+"/>
  98                 </graph>
  99             </field>
 100         </record>
 101         <record model="ir.actions.act_window" id="act_oppor_categ">
 102             <field name="name">Opportunities By Categories</field>
 103             <field name="res_model">crm.lead.report</field>
 104             <field name="view_type">form</field>
 105             <field name="view_mode">graph,tree,form</field>
 106             <field name="view_id" ref="view_crm_opportunity_categ_graph"/>
 107             <field name="domain">[('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')]</field>
 108             <field name="context">{'search_default_Category':1}</field>
 109         </record>
 110
 111         <record model="ir.ui.view" id="view_crm_opportunity_stage_graph">
 112             <field name="name">Opportunities By Stage - Graph</field>
 113             <field name="model">crm.lead.report</field>
 114             <field name="type">graph</field>
 115             <field name="arch" type="xml">
 116                 <graph string="Opportunities By Stage" type="pie">
 117                     <field name="stage_id"/>
 118                     <field name="nbr" operator="+"/>
 119                 </graph>
 120             </field>
 121         </record>
 122         <record model="ir.actions.act_window" id="act_opportunity_stage">
 123             <field name="name">Opportunities By Stage</field>
 124             <field name="res_model">crm.lead.report</field>
 125             <field name="view_type">form</field>
 126             <field name="view_mode">graph,tree,form</field>
 127             <field name="view_id" ref="view_crm_opportunity_stage_graph"/>
 128             <field name="domain">[('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')]</field>
 129             <field name="context">{'search_default_Stage':1}</field>
 130         </record>
 131
 132         <record model="ir.ui.view" id="view_crm_opportunity_user_stage_graph">
 133             <field name="name">Opportunities By Stage Per User - Graph</field>
 134             <field name="model">crm.lead.report</field>
 135             <field name="type">graph</field>
 136             <field name="arch" type="xml">
 137                 <graph string="Opportunities By Stage" type="bar">
 138                     <field name="stage_id"/>
 139                     <field name="planned_revenue" operator="+"/>
 140                     <field name="user_id" group="True"/>
 141                 </graph>
 142             </field>
 143         </record>
 144         <record model="ir.actions.act_window" id="act_oppor_stage_user">
 145             <field name="name">Planned Revenue By User and Stage</field>
 146             <field name="res_model">crm.lead.report</field>
 147             <field name="view_type">form</field>
 148             <field name="view_mode">graph,tree,form</field>
 149             <field name="view_id" ref="view_crm_opportunity_user_stage_graph"/>
 150             <field name="domain">[('state','!=','cancel')]</field>
 151             <field name="context">{'search_default_Stage':1}</field>
 152         </record>
 153
 154         <record model="ir.ui.view" id="board_crm_statistical_form">
 155             <field name="name">CRM - Statistical Dashboard Form</field>
 156             <field name="model">board.board</field>
 157             <field name="type">form</field>
 158             <field name="arch" type="xml">
 159                 <form string="Statistics Dashboard" version="7.0">
 160                     <board style="1-1">
 161                         <column>
 162                             <action string="Opportunities by Categories" name="%(act_oppor_categ)d"/>
 163                             <action string="Opportunities by Stage" name="%(act_opportunity_stage)d"/>
 164                         </column>
 165                         <column>
 166                             <action string="Planned Revenue by Stage and User" name="%(act_oppor_stage_user)d"/>
 167                         </column>
 168                     </board>
 169                 </form>
 170             </field>
 171         </record>
 172         <record model="ir.actions.act_window" id="open_board_statistical_dash">
 173             <field name="name">CRM Manager</field>
 174             <field name="res_model">board.board</field>
 175             <field name="view_type">form</field>
 176             <field name="view_mode">form</field>
 177             <field name="usage">menu</field>
 178             <field name="view_id" ref="board_crm_statistical_form"/>
 179         </record>
 180         <menuitem
 181             id="menu_board_statistics_dash"
 182             parent="base.menu_reporting_dashboard"
 183             action="open_board_statistical_dash"
 184             sequence="11"
 185             groups="base.group_sale_manager"/>
 186
 187     </data>
 188 </openerp>