103 lines
4.8 KiB
XML
103 lines
4.8 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- CRM dashboard -->
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<record model="ir.actions.act_window" id="act_my_oppor">
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<field name="name">My Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree</field>
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<field name="domain">[('user_id','=',uid),('type', '=', 'opportunity'),('state','not in',('cancel','done'))]</field>
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<field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
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</record>
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<record model="ir.actions.act_window" id="act_crm_tag_tree_view_leads_all">
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<field name="name">New Leads</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree</field>
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<field name="domain">[('user_id','=',uid),('state','=','draft'),('type','=','lead')]</field>
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<field name="view_id" ref="crm.crm_case_tree_view_leads"/>
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</record>
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<record model="ir.ui.view" id="view_crm_opportunity_stage_graph">
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<field name="name">Opportunities By Stage - Graph</field>
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<field name="model">crm.lead.report</field>
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<field name="arch" type="xml">
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<graph string="Opportunities By Stage" type="area">
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<field name="stage_id"/>
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<field name="nbr" operator="+"/>
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</graph>
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</field>
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</record>
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<record model="ir.actions.act_window" id="act_opportunity_stage">
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<field name="name">Opportunities By Stage</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,tree,form</field>
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<field name="view_id" ref="view_crm_opportunity_stage_graph"/>
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<field name="domain">[('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')]</field>
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<field name="context">{'search_default_Stage':1}</field>
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</record>
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<!--Planned Revenue By User line graph-->
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<record model="ir.ui.view" id="view_crm_opportunity_user_stage_graph">
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<field name="name">Opportunities By Stage Per User - Graph</field>
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<field name="model">crm.lead.report</field>
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<field name="arch" type="xml">
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<graph string="Opportunities By Stage" type="line">
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<field name="stage_id"/>
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<field name="planned_revenue" operator="+"/>
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<field name="user_id" group="True"/>
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</graph>
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</field>
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</record>
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<!--Planned Revenue By User line graph action-->
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<record model="ir.actions.act_window" id="act_oppor_stage_user">
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<field name="name">Planned Revenue By User and Stage</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,tree,form</field>
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<field name="view_id" ref="view_crm_opportunity_user_stage_graph"/>
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<field name="domain">[('state','!=','cancel'),('opening_date','>',datetime.date.today().strftime("%Y-%m-%d"))]</field>
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<field name="context">{'search_default_Stage':1}</field>
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</record>
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<record model="ir.ui.view" id="board_crm_statistical_form">
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<field name="name">CRM - Statistical Dashboard Form</field>
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<field name="model">board.board</field>
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<field name="arch" type="xml">
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<form string="Statistics Dashboard" version="7.0">
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<board style="1-1">
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<column>
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<action string="New Leads" name="%(act_crm_tag_tree_view_leads_all)d"/>
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<action string="My Opportunities" name="%(act_my_oppor)d"/>
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</column>
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<column>
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<action string="Planned Revenue by Stage and User" name="%(act_oppor_stage_user)d"/>
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<action string="Opportunities by Stage" name="%(act_opportunity_stage)d"/>
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</column>
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</board>
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</form>
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</field>
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</record>
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<record model="ir.actions.act_window" id="open_board_statistical_dash">
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<field name="name">CRM</field>
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<field name="res_model">board.board</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="usage">menu</field>
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<field name="view_id" ref="board_crm_statistical_form"/>
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</record>
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<menuitem
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id="menu_board_statistics_dash"
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parent="base.menu_reporting_dashboard"
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action="open_board_statistical_dash"
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sequence="10"
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groups="base.group_sale_manager"/>
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</data>
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</openerp>
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