addons/crm/board_crm_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3         <data>
   4                 <record model="board.note.type" id="note_crm_type">
   5                         <field name="name">CRM Configuration</field>
   6                 </record>
   7
   8                 <record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
   9                         <field name="name">crm.opportunity.user.graph1</field>
  10                         <field name="model">crm.lead.report</field>
  11                         <field name="type">graph</field>
  12                         <field name="arch" type="xml">
  13                                 <graph string="Opportunities by User and Section" type="bar">
  14                                         <field name="stage_id"/>
  15                                         <field name="nbr" operator="+"/>
  16                                         <field name="user_id" group="True"/>
  17                                 </graph>
  18                         </field>
  19                 </record>
  20
  21         <record id="view_report_crm_oppor_graph" model="ir.ui.view">
  22             <field name="name">crm.lead.report.graph</field>
  23             <field name="model">crm.lead.report</field>
  24             <field name="type">graph</field>
  25             <field name="arch" type="xml">
  26                 <graph orientation="vertical" string="Opportunity Analysis" type="bar">
  27                    <field name="stage_id"/>
  28                     <field name="planned_revenue" operator="+"/>
  29                 </graph>
  30             </field>
  31         </record>
  32
  33                 <record model="ir.actions.act_window" id="act_my_oppor">
  34                         <field name="res_model">crm.lead</field>
  35                         <field name="view_type">form</field>
  36                         <field name="view_mode">tree,form</field>
  37                         <field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
  38             <field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
  39                 </record>
  40
  41                 <record model="ir.actions.act_window" id="act_my_meetings">
  42                         <field name="res_model">crm.meeting</field>
  43                         <field name="view_type">form</field>
  44                         <field name="view_mode">tree,form</field>
  45                         <field name="view_id" ref="crm.crm_case_tree_view_meet"/>
  46             <field name="domain">[('user_id','=',uid),('state','!=','cancel'),('date','ilike',time.strftime("%Y-%m"))]</field>
  47                 </record>
  48
  49                 <record model="ir.actions.act_window" id="act_my_oppor_stage">
  50                         <field name="res_model">crm.lead.report</field>
  51                         <field name="view_type">form</field>
  52                         <field name="view_mode">graph,tree,form</field>
  53                         <field name="view_id" ref="view_report_crm_oppor_graph"/>
  54             <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>
  55                 </record>
  56
  57                 <record model="ir.actions.act_window" id="act_sales_pipeline">
  58                         <field name="res_model">crm.lead.report</field>
  59                         <field name="view_type">form</field>
  60                         <field name="view_mode">graph,tree,form</field>
  61                         <field name="view_id" ref="view_crm_opportunity_user_graph1"/>
  62                         <field name="domain">['&amp;', ('state', '=', 'done') , '&amp;', ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</field>
  63                 </record>
  64
  65                 <record model="ir.ui.view" id="board_crm_form">
  66                         <field name="name">CRM - Dashboard Form</field>
  67                         <field name="model">board.board</field>
  68                         <field name="type">form</field>
  69                         <field name="arch" type="xml">
  70                                 <form string="Connecting Dashboard">
  71                                         <hpaned>
  72                                                 <child1>
  73                                                         <action
  74                                                                 string="My Open Opportunities"
  75                                                                 name="%(act_my_oppor)d"
  76                                                                 colspan="4"
  77                                                                 height="150"
  78                                                                 width="510"/>
  79                                                         <action
  80                                                                 string="My Meetings"
  81                                                                 name="%(act_my_meetings)d"
  82                                                                 height="150"
  83                                                                 colspan="4"/>
  84                                                 </child1>
  85                                                 <child2>
  86                                                         <action
  87                                 string="Planned Revenues by Stage"
  88                                 name="%(act_my_oppor_stage)d"
  89                                 colspan="4"/>
  90                             <action
  91                                 string="Win/Lost Ratio for the Last Year"
  92                                 name="%(act_sales_pipeline)d"
  93                                 colspan="4"/>
  94                         </child2>
  95                     </hpaned>
  96                 </form>
  97             </field>
  98         </record>
  99         <record model="ir.actions.act_window" id="open_board_crm">
 100             <field name="name">CRM Dashboard</field>
 101             <field name="res_model">board.board</field>
 102             <field name="view_type">form</field>
 103             <field name="view_mode">form</field>
 104             <field name="usage">menu</field>
 105             <field name="view_id" ref="board_crm_form"/>
 106         </record>
 107             <menuitem icon="terp-graph" id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
 108         <menuitem
 109             name="Connecting Dashboard" parent="board.menu_dasboard"
 110             action="open_board_crm"
 111             sequence="1"
 112             id="menu_board_crm" icon="terp-graph"/>
 113     </data>
 114 </openerp>