1 <?xml version="1.0" encoding="utf-8"?>
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"/>
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">
23 <field name="price_total"/>
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">
36 <field name="price_total" operator="+"/>
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"/>
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"/>
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"/>
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">
69 <action name="%(action_quotation_for_sale)d" string="My Quotations" creatable="true"/>
72 <action name="%(action_turnover_by_month)d" string="Monthly Turnover"/>
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"/>
85 <menuitem id="menu_board_sales" parent="base.menu_reporting_dashboard" action="open_board_sales" sequence="15" groups="base.group_sale_salesman"/>
87 <!-- Sale manager dashboard -->
88 <record id="board_sales_manager_form" model="ir.ui.view">
89 <field name="name">board.sales.manager.form</field>
90 <field name="model">board.board</field>
91 <field name="type">form</field>
92 <field name="arch" type="xml">
93 <form string="Sales Manager Dashboard" layout="manual">
96 <action name="%(sale.action_quotation_for_sale)d" string="Quotations" creatable="true"/>
97 <action name="%(sale.action_view_sales_by_month)d" string="Sales by Month"/>
100 <action name="%(sale.action_sales_by_salesman)d" string="Sales by Salesman in last 90 days"/>
101 <action name="%(sale.action_sales_by_partner)d" string="Sales per Customer in last 90 days"/>
102 <action name="%(sale.action_sales_product_total_price)d" string="Sales by Product's Category in last 90 days"/>
108 <record id="open_board_sales_manager" model="ir.actions.act_window">
109 <field name="name">Sales Manager</field>
110 <field name="res_model">board.board</field>
111 <field name="view_type">form</field>
112 <field name="view_mode">form</field>
113 <field name="view_id" ref="board_sales_manager_form"/>
115 <menuitem id="menu_board_sales_manager" parent="base.menu_reporting_dashboard" action="open_board_sales_manager" sequence="16" groups="base.group_sale_manager"/>