1 <?xml version="1.0" encoding="utf-8"?>
4 <record id="board_sales_manager_form" model="ir.ui.view">
5 <field name="name">board.sales.manager.form</field>
6 <field name="model">board.board</field>
7 <field name="type">form</field>
8 <field name="arch" type="xml">
9 <form string="Sales Manager Dashboard">
10 <hpaned position="100">
12 <action name="%(sale.action_quotation_for_sale)d" string="Quotations"/>
13 <action width="510" name="%(sale.action_view_sales_by_month)d" string="Sales by Month"/>
16 <action name="%(sale.action_sales_by_salesman)d" string="Sales by Salesman in last 90 days"/>
17 <action name="%(sale.action_sales_by_partner)d" string="Sales per Customer in last 90 days"/>
18 <action name="%(sale.action_sales_product_total_price)d" string="Sales by Product's Category in last 90 days"/>
25 <record id="open_board_sales_manager" model="ir.actions.act_window">
26 <field name="name">Sales Manager Dashboard</field>
27 <field name="res_model">board.board</field>
28 <field name="view_type">form</field>
29 <field name="view_mode">form</field>
30 <field name="view_id" ref="board_sales_manager_form"/>
33 <menuitem id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
34 <menuitem action="open_board_sales_manager" icon="terp-graph" id="menu_board_sales_manager" parent="board.menu_dasboard" sequence="0" groups="base.group_sale_manager"/>
37 <record id="action_quotation_for_sale" model="ir.actions.act_window">
38 <field name="name">My Quotations</field>
39 <field name="res_model">sale.order</field>
40 <field name="view_type">form</field>
41 <field name="view_mode">tree,form</field>
42 <field name="domain">[('state','=','draft'),('user_id','=',uid)]</field>
43 <field name="view_id" ref="sale.view_order_tree"/>
46 <record id="view_turnover_by_month_tree" model="ir.ui.view">
47 <field name="name">turnover.by.month.tree</field>
48 <field name="model">account.invoice.report</field>
49 <field name="type">tree</field>
50 <!-- Lower priority to avoid conflicting with default accounting views for reports -->
51 <field name="priority" eval="32"/>
52 <field name="arch" type="xml">
53 <tree string="Monthly Turnover">
55 <field name="price_total"/>
60 <record id="view_turnover_by_month_graph" model="ir.ui.view">
61 <field name="name">turnover.by.month.graph</field>
62 <field name="model">account.invoice.report</field>
63 <!-- Lower priority to avoid conflicting with default accounting views for reports -->
64 <field name="priority" eval="32"/>
65 <field name="type">graph</field>
66 <field name="arch" type="xml">
67 <graph string="Monthly Turnover" type="bar">
69 <field name="price_total" operator="+"/>
74 <record model="ir.actions.act_window" id="action_turnover_by_month">
75 <field name="name">Monthly Turnover</field>
76 <field name="res_model">account.invoice.report</field>
77 <field name="view_type">form</field>
78 <field name="view_mode">graph,tree</field>
79 <field name="view_id" ref="view_turnover_by_month_graph"/>
80 <field name="domain">[('year','ilike',time.strftime('%Y')),('user_id','=',uid)]</field>
81 <field name="context">{'group_by_no_leaf':1,'group_by':['month']}</field>
82 <field name="search_view_id" ref="account.view_account_invoice_report_search"/>
85 <record model="ir.actions.act_window.view" id="action_turnover_by_month_graph_view">
86 <field name="act_window_id" ref="action_turnover_by_month"/>
87 <field name="view_mode">graph</field>
88 <field name="view_id" ref="view_turnover_by_month_graph"/>
91 <record model="ir.actions.act_window.view" id="action_turnover_by_month_tree_view">
92 <field name="act_window_id" ref="action_turnover_by_month"/>
93 <field name="view_mode">tree</field>
94 <field name="view_id" ref="view_turnover_by_month_tree"/>
97 <record id="board_sales_form" model="ir.ui.view">
98 <field name="name">board.sales.form</field>
99 <field name="model">board.board</field>
100 <field name="type">form</field>
101 <field name="arch" type="xml">
102 <form string="Sales Dashboard">
103 <hpaned position="100">
106 name="%(action_quotation_for_sale)d"
107 string="My Quotations"
110 groups="base.group_sale_salesman,base.group_sale_manager,account.group_account_user,stock.group_stock_user"/>
114 string="Monthly Turnover"
115 name="%(action_turnover_by_month)d"
116 groups="base.group_sale_salesman,account.group_account_manager"
124 <record id="open_board_sales" model="ir.actions.act_window">
125 <field name="name">Sales Dashboard</field>
126 <field name="res_model">board.board</field>
127 <field name="view_type">form</field>
128 <field name="view_mode">form</field>
129 <field name="view_id" ref="board_sales_form"/>
133 id="base.menu_base_partner" action="open_board_sales"