addons/sale_crm/board_sale_crm_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3         <data>
   4
   5                 <record id="action_quotation_for_sale_crm" model="ir.actions.act_window">
   6                 <field name="name">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
  28             <record id="view_turnover_by_month_graph" model="ir.ui.view">
  29                 <field name="name">turnover.by.month.graph</field>
  30                 <field name="model">account.invoice.report</field>
  31             <!-- Lower priority to avoid conflicting with default accounting views for reports -->
  32                 <field name="priority" eval="32"/>
  33                 <field name="type">graph</field>
  34                 <field name="arch" type="xml">
  35                     <graph string="Monthly Turnover" type="bar">
  36                         <field name="month"/>
  37                         <field name="price_total" operator="+"/>
  38                     </graph>
  39                 </field>
  40             </record>
  41
  42                 <record model="ir.actions.act_window" id="action_turnover_by_month">
  43                         <field name="res_model">account.invoice.report</field>
  44                         <field name="view_type">form</field>
  45                         <field name="view_mode">graph,tree</field>
  46                         <field name="view_id" ref="view_turnover_by_month_graph"/>
  47                         <field name="domain">[('year','ilike',time.strftime('%Y')),('user_id','=',uid)]</field>
  48                         <field name="context">{'group_by_no_leaf':1,'group_by':['month']}</field>
  49                 <field name="search_view_id" ref="account.view_account_invoice_report_search"/>
  50          </record>
  51                 <record model="ir.actions.act_window.view" id="action_turnover_by_month_graph_view">
  52                         <field name="act_window_id" ref="action_turnover_by_month"/>
  53                         <field name="view_mode">graph</field>
  54                         <field name="view_id" ref="view_turnover_by_month_graph"/>
  55          </record>
  56                 <record model="ir.actions.act_window.view" id="action_turnover_by_month_tree_view">
  57                         <field name="act_window_id" ref="action_turnover_by_month"/>
  58                         <field name="view_mode">tree</field>
  59                         <field name="view_id" ref="view_turnover_by_month_tree"/>
  60          </record>
  61
  62         <record model="ir.ui.view" id="board_crm_form_inherit_child1">
  63             <field name="name">board.crm.form.inherit.child1</field>
  64             <field name="model">board.board</field>
  65             <field name="type">form</field>
  66             <field name="inherit_id" ref="crm.board_crm_form"/>
  67             <field name="arch" type="xml">
  68                     <xpath expr="/form/hpaned/child1/action[@string='My Open Opportunities']" position="after">
  69                             <action
  70                                 string="My Quotations"
  71                                 name="%(action_quotation_for_sale_crm)d"
  72                                 colspan="4"
  73                                 height="150"
  74                                 groups="base.group_sale_salesman,base.group_sale_manager,account.group_account_user,stock.group_stock_user"
  75                                 width="510"/>
  76                     </xpath>
  77             </field>
  78         </record>
  79
  80       <record model="ir.ui.view" id="board_crm_form_inherit_replace1">
  81             <field name="name">board.crm.form.inherit.replace1</field>
  82             <field name="model">board.board</field>
  83             <field name="type">form</field>
  84             <field name="inherit_id" ref="crm.board_crm_form"/>
  85             <field name="arch" type="xml">
  86                     <xpath expr="/form/hpaned/child2/action[@string='My Win/Lost Ratio for the Last Year']" position="replace">
  87                         <action
  88                                 string="Monthly Turnover"
  89                                 name="%(action_turnover_by_month)d"
  90                                 groups="base.group_sale_salesman,account.group_account_manager"
  91                                 colspan="4"/>
  92                     </xpath>
  93             </field>
  94         </record>
  95
  96         <record model="ir.ui.view" id="board_crm_form_inherit_replace2">
  97             <field name="name">board.crm.form.inherit.replace2</field>
  98             <field name="model">board.board</field>
  99             <field name="type">form</field>
 100             <field name="inherit_id" ref="crm.board_crm_form"/>
 101             <field name="arch" type="xml">
 102                     <xpath expr="/form/hpaned/child2/action[@string='My Planned Revenues by Stage']" position="attributes">
 103                         <attribute name="string">Opportunities by Stage</attribute>
 104                     </xpath>
 105             </field>
 106         </record>
 107
 108     </data>
 109 </openerp>