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