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                 <field name="arch" type="xml">
  19                     <tree string="Turnover By Months">
  20                         <field name="month"/>
  21                         <field name="price_total"/>
  22                     </tree>
  23                 </field>
  24             </record>
  25
  26             <record id="view_turnover_by_month_graph" model="ir.ui.view">
  27                 <field name="name">turnover.by.month.graph</field>
  28                 <field name="model">account.invoice.report</field>
  29                 <field name="type">graph</field>
  30                 <field name="arch" type="xml">
  31                     <graph string="Turnover By Months" type="bar">
  32                         <field name="month"/>
  33                         <field name="price_total" operator="+"/>
  34                     </graph>
  35                 </field>
  36             </record>
  37
  38                 <record model="ir.actions.act_window" id="action_turnover_by_month">
  39                         <field name="res_model">account.invoice.report</field>
  40                         <field name="view_type">form</field>
  41                         <field name="view_mode">graph,tree</field>
  42                         <field name="view_id" ref="view_turnover_by_month_graph"/>
  43                         <field name="domain">[('year','ilike',time.strftime('%Y')),('user_id','=',uid)]</field>
  44                         <field name="context">{'group_by_no_leaf':1,'group_by':['month']}</field>
  45                 <field name="search_view_id" ref="account.view_account_invoice_report_search"/>
  46          </record>
  47
  48                 <record model="ir.ui.view" id="crm.board_crm_form">
  49                         <field name="name">CRM - Dashboard Form</field>
  50                         <field name="model">board.board</field>
  51                         <field name="type">form</field>
  52                         <field name="arch" type="xml">
  53                                 <form string="Connecting Dashboard">
  54                                         <hpaned>
  55                                                 <child1>
  56                                                         <action
  57                                                                 string="My Open Opportunities"
  58                                                                 name="%(crm.act_my_oppor)d"
  59                                                                 colspan="4"
  60                                                                 height="150"
  61                                                                 width="510"/>
  62
  63                                                         <action
  64                                                                 string="My Meetings"
  65                                                                 name="%(crm.act_my_meetings)d"
  66                                                                 height="150"
  67                                                                 colspan="4"/>
  68                                                         <action
  69                                                                 string="My Quotations"
  70                                                                 name="%(action_quotation_for_sale_crm)d"
  71                                                                 colspan="4"
  72                                                                 height="150"
  73                                                                 width="510"/>
  74                                                 </child1>
  75                                                 <child2>
  76                                                         <action
  77                                 string="Revenue by stage"
  78                                 name="%(crm.act_my_oppor_stage)d"
  79                                 colspan="4"/>
  80                             <action
  81                                 string="My Sales Pipeline"
  82                                 name="%(crm.act_sales_pipeline)d"
  83                                 colspan="4"/>
  84                              <action
  85                                 string="Turnover By Months"
  86                                 name="%(action_turnover_by_month)d"
  87                                 colspan="4"/>
  88                         </child2>
  89                     </hpaned>
  90                 </form>
  91             </field>
  92         </record>
  93     </data>
  94 </openerp>