addons/crm/board_crm_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3      <data>
   4         <!-- CRM dashboard -->
   5         <record model="ir.actions.act_window" id="act_my_oppor">
   6             <field name="name">My Opportunities</field>
   7             <field name="res_model">crm.lead</field>
   8             <field name="view_mode">tree</field>
   9             <field name="domain">[('user_id','=',uid),('type', '=', 'opportunity'),('state','not in',('cancel','done'))]</field>
  10             <field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
  11         </record>
  12
  13         <record model="ir.actions.act_window" id="act_crm_tag_tree_view_leads_all">
  14             <field name="name">New Leads</field>
  15             <field name="res_model">crm.lead</field>
  16             <field name="view_mode">tree</field>
  17             <field name="domain">[('user_id','=',uid),('state','=','draft'),('type','=','lead')]</field>
  18             <field name="view_id" ref="crm.crm_case_tree_view_leads"/>
  19         </record>
  20
  21         <record model="ir.ui.view" id="view_crm_opportunity_stage_graph">
  22             <field name="name">Opportunities By Stage - Graph</field>
  23             <field name="model">crm.lead.report</field>
  24             <field name="type">graph</field>
  25             <field name="arch" type="xml">
  26                 <graph string="Opportunities By Stage" type="pie">
  27                     <field name="stage_id"/>
  28                     <field name="nbr" operator="+"/>
  29                 </graph>
  30             </field>
  31         </record>
  32
  33         <record model="ir.actions.act_window" id="act_opportunity_stage">
  34             <field name="name">Opportunities By Stage</field>
  35             <field name="res_model">crm.lead.report</field>
  36             <field name="view_type">form</field>
  37             <field name="view_mode">graph,tree,form</field>
  38             <field name="view_id" ref="view_crm_opportunity_stage_graph"/>
  39             <field name="domain">[('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')]</field>
  40             <field name="context">{'search_default_Stage':1}</field>
  41         </record>
  42
  43         <!--Planned Revenue By User line graph-->
  44         <record model="ir.ui.view" id="view_crm_opportunity_user_stage_graph">
  45             <field name="name">Opportunities By Stage Per User - Graph</field>
  46             <field name="model">crm.lead.report</field>
  47             <field name="type">graph</field>
  48             <field name="arch" type="xml">
  49                 <graph string="Opportunities By Stage" type="line">
  50                     <field name="stage_id"/>
  51                     <field name="planned_revenue" operator="+"/>
  52                     <field name="user_id" group="True"/>
  53                 </graph>
  54             </field>
  55         </record>
  56
  57         <!--Planned Revenue By User line graph action-->
  58         <record model="ir.actions.act_window" id="act_oppor_stage_user">
  59             <field name="name">Planned Revenue By User and Stage</field>
  60             <field name="res_model">crm.lead.report</field>
  61             <field name="view_type">form</field>
  62             <field name="view_mode">graph,tree,form</field>
  63             <field name="view_id" ref="view_crm_opportunity_user_stage_graph"/>
  64             <field name="domain">[('state','!=','cancel'),('opening_date','&gt;',datetime.date.today().strftime("%Y-%m-%d"))]</field>
  65             <field name="context">{'search_default_Stage':1}</field>
  66         </record>
  67
  68         <record model="ir.actions.act_window" id="crm_case_confirmed_meet">
  69             <field name="name">Meetings</field>
  70             <field name="res_model">crm.meeting</field>
  71             <field name="view_mode">calendar,tree,form,gantt</field>
  72             <field name="view_id" ref="base_calendar.view_crm_meeting_tree"/>
  73             <field name="context">{"calendar_default_user_id":uid}</field>
  74             <field name="domain">[('state','=','open'),('date','&gt;',datetime.date.today().strftime("%Y-%m-%d %H:%M:%S"))]</field>
  75             <field name="search_view_id" ref="base_calendar.view_crm_meeting_search"/>
  76         </record>
  77
  78         <record model="ir.ui.view" id="board_crm_statistical_form">
  79             <field name="name">CRM - Statistical Dashboard Form</field>
  80             <field name="model">board.board</field>
  81             <field name="type">form</field>
  82             <field name="arch" type="xml">
  83                 <form string="Statistics Dashboard" version="7.0">
  84                     <board style="1-1">
  85                         <column>
  86                             <action string="New Leads" name="%(act_crm_tag_tree_view_leads_all)d"/>
  87                             <action string="My Opportunities" name="%(act_my_oppor)d"/>
  88                             <action string="My Next Meetings" name="%(crm_case_confirmed_meet)d"/>
  89                         </column>
  90                         <column>
  91                             <action string="Planned Revenue by Stage and User" name="%(act_oppor_stage_user)d"/>
  92                             <action string="Opportunities by Stage" name="%(act_opportunity_stage)d"/>
  93                         </column>
  94                     </board>
  95                 </form>
  96             </field>
  97         </record>
  98
  99         <record model="ir.actions.act_window" id="open_board_statistical_dash">
 100             <field name="name">CRM</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_statistical_form"/>
 106         </record>
 107
 108         <menuitem
 109             id="menu_board_statistics_dash"
 110             parent="base.menu_reporting_dashboard"
 111             action="open_board_statistical_dash"
 112             sequence="10"
 113             groups="base.group_sale_manager"/>
 114
 115     </data>
 116 </openerp>