addons/sale/board_sale_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4         <!-- Sale user dashboard -->
   5         <record id="action_quotation_for_sale" model="ir.actions.act_window">
   6             <field name="name">My Quotations</field>
   7             <field name="res_model">sale.order</field>
   8             <field name="view_type">form</field>
   9             <field name="view_mode">tree,form</field>
  10             <field name="domain">[('state','=','draft'),('user_id','=',uid)]</field>
  11             <field name="view_id" ref="sale.view_order_tree"/>
  12         </record>
  13
  14         <record id="view_turnover_by_month_tree" model="ir.ui.view">
  15             <field name="name">turnover.by.month.tree</field>
  16             <field name="model">account.invoice.report</field>
  17             <field name="type">tree</field>
  18             <!-- Lower priority to avoid conflicting with default accounting views for reports -->
  19             <field name="priority" eval="32"/>
  20             <field name="arch" type="xml">
  21                 <tree string="Monthly Turnover">
  22                     <field name="month"/>
  23                     <field name="price_total"/>
  24                 </tree>
  25             </field>
  26         </record>
  27         <record id="view_turnover_by_month_graph" model="ir.ui.view">
  28             <field name="name">turnover.by.month.graph</field>
  29             <field name="model">account.invoice.report</field>
  30             <!-- Lower priority to avoid conflicting with default accounting views for reports -->
  31             <field name="priority" eval="32"/>
  32             <field name="type">graph</field>
  33             <field name="arch" type="xml">
  34             <graph string="Monthly Turnover" type="bar">
  35                 <field name="month"/>
  36                 <field name="price_total" operator="+"/>
  37             </graph>
  38             </field>
  39         </record>
  40         <record model="ir.actions.act_window" id="action_turnover_by_month">
  41             <field name="name">Monthly Turnover</field>
  42             <field name="res_model">account.invoice.report</field>
  43             <field name="view_type">form</field>
  44             <field name="view_mode">graph,tree</field>
  45             <field name="view_id" ref="view_turnover_by_month_graph"/>
  46             <field name="domain">[('year','ilike',time.strftime('%Y')),('user_id','=',uid)]</field>
  47             <field name="context">{'group_by_no_leaf':1,'group_by':['month']}</field>
  48             <field name="search_view_id" ref="account.view_account_invoice_report_search"/>
  49        </record>
  50        <record model="ir.actions.act_window.view" id="action_turnover_by_month_graph_view">
  51             <field name="act_window_id" ref="action_turnover_by_month"/>
  52             <field name="view_mode">graph</field>
  53             <field name="view_id" ref="view_turnover_by_month_graph"/>
  54         </record>
  55         <record model="ir.actions.act_window.view" id="action_turnover_by_month_tree_view">
  56             <field name="act_window_id" ref="action_turnover_by_month"/>
  57             <field name="view_mode">tree</field>
  58             <field name="view_id" ref="view_turnover_by_month_tree"/>
  59         </record>
  60
  61         <record id="board_sales_form" model="ir.ui.view">
  62             <field name="name">board.sales.form</field>
  63             <field name="model">board.board</field>
  64             <field name="type">form</field>
  65             <field name="arch" type="xml">
  66                 <form string="Sales Dashboard" layout="manual">
  67                     <board style="2-1">
  68                         <column>
  69                             <action name="%(action_quotation_for_sale)d" string="My Quotations" creatable="true"/>
  70                         </column>
  71                         <column>
  72                             <action name="%(action_turnover_by_month)d" string="Monthly Turnover"/>
  73                         </column>
  74                     </board>
  75                 </form>
  76             </field>
  77         </record>
  78         <record id="open_board_sales" model="ir.actions.act_window">
  79             <field name="name">Sales</field>
  80             <field name="res_model">board.board</field>
  81             <field name="view_type">form</field>
  82             <field name="view_mode">form</field>
  83             <field name="view_id" ref="board_sales_form"/>
  84         </record>
  85
  86         <menuitem id="menu_dashboard_sales" name="Sales"  sequence="20" parent="base.menu_reporting_dashboard"/>
  87         <menuitem action="open_board_sales" icon="terp-graph" groups="base.group_sale_salesman"  id="menu_board_sales" parent="menu_dashboard_sales" sequence="1"/>
  88
  89         <!-- Sale manager dashboard -->
  90         <record id="board_sales_manager_form" model="ir.ui.view">
  91             <field name="name">board.sales.manager.form</field>
  92             <field name="model">board.board</field>
  93             <field name="type">form</field>
  94             <field name="arch" type="xml">
  95                 <form string="Sales Manager Dashboard" layout="manual">
  96                     <board style="2-1">
  97                         <column>
  98                             <action name="%(sale.action_quotation_for_sale)d" string="Quotations" creatable="true"/>
  99                             <action name="%(sale.action_view_sales_by_month)d" string="Sales by Month"/>
 100                         </column>
 101                         <column>
 102                             <action name="%(sale.action_sales_by_salesman)d" string="Sales by Salesman in last 90 days"/>
 103                             <action name="%(sale.action_sales_by_partner)d" string="Sales per Customer in last 90 days"/>
 104                             <action name="%(sale.action_sales_product_total_price)d" string="Sales by Product's Category in last 90 days"/>
 105                         </column>
 106                     </board>
 107                 </form>
 108             </field>
 109         </record>
 110         <record id="open_board_sales_manager" model="ir.actions.act_window">
 111             <field name="name">Sales Manager</field>
 112             <field name="res_model">board.board</field>
 113             <field name="view_type">form</field>
 114             <field name="view_mode">form</field>
 115             <field name="view_id" ref="board_sales_manager_form"/>
 116         </record>
 117     </data>
 118 </openerp>