odoo/addons/sale_crm/board_sale_crm_view.xml

95 lines
3.4 KiB
XML

<?xml version="1.0"?>
<openerp>
<data>
<record id="action_quotation_for_sale_crm" model="ir.actions.act_window">
<field name="name">Quotations</field>
<field name="res_model">sale.order</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="domain">[('state','=','draft'),('user_id','=',uid)]</field>
<field name="view_id" ref="sale.view_order_tree"/>
</record>
<record id="view_turnover_by_month_tree" model="ir.ui.view">
<field name="name">turnover.by.month.tree</field>
<field name="model">account.invoice.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Turnover By Months">
<field name="month"/>
<field name="price_total"/>
</tree>
</field>
</record>
<record id="view_turnover_by_month_graph" model="ir.ui.view">
<field name="name">turnover.by.month.graph</field>
<field name="model">account.invoice.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Turnover By Months" type="bar">
<field name="month"/>
<field name="price_total" operator="+"/>
</graph>
</field>
</record>
<record model="ir.actions.act_window" id="action_turnover_by_month">
<field name="res_model">account.invoice.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="view_id" ref="view_turnover_by_month_graph"/>
<field name="domain">[('year','ilike',time.strftime('%Y')),('user_id','=',uid)]</field>
<field name="context">{'group_by_no_leaf':1,'group_by':['month']}</field>
<field name="search_view_id" ref="account.view_account_invoice_report_search"/>
</record>
<record model="ir.ui.view" id="crm.board_crm_form">
<field name="name">CRM - Dashboard Form</field>
<field name="model">board.board</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Connecting Dashboard">
<hpaned>
<child1>
<action
string="My Opportunities"
name="%(crm.act_my_leads)d"
colspan="4"
height="150"
width="510"/>
<action
string="My Meetings"
name="%(crm.act_my_meetings)d"
height="150"
colspan="4"/>
<action
string="My Quotations"
name="%(action_quotation_for_sale_crm)d"
colspan="4"
height="150"
width="510"/>
</child1>
<child2>
<action
string="Revenues by stage"
name="%(crm.act_my_leads_stage)d"
colspan="4"/>
<action
string="My Sales Pipeline"
name="%(crm.act_sales_pipeline)d"
colspan="4"/>
<action
string="Turnover By Months"
name="%(action_turnover_by_month)d"
colspan="4"/>
</child2>
</hpaned>
</form>
</field>
</record>
</data>
</openerp>