86 lines
3.8 KiB
XML
86 lines
3.8 KiB
XML
<?xml version="1.0"?>
|
|
<openerp>
|
|
<data>
|
|
<!-- CRM dashboard -->
|
|
<record model="ir.ui.view" id="view_crm_opportunity_stage_graph">
|
|
<field name="name">Opportunities By Stage - Graph</field>
|
|
<field name="model">crm.lead.report</field>
|
|
<field name="arch" type="xml">
|
|
<graph string="Opportunities By Stage" type="bar">
|
|
<field name="stage_id" type="row"/>
|
|
</graph>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window" id="act_opportunity_stage">
|
|
<field name="name">Opportunities By Stage</field>
|
|
<field name="res_model">crm.lead.report</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">graph,tree,form</field>
|
|
<field name="view_id" ref="view_crm_opportunity_stage_graph"/>
|
|
<!-- avoid done / cancelled -->
|
|
<field name="domain">['&', ('stage_id.fold', '=', False), ('type', '=', 'opportunity')]</field>
|
|
<field name="context">{'search_default_Stage':1}</field>
|
|
</record>
|
|
|
|
<!--Planned Revenue By User line graph-->
|
|
<record model="ir.ui.view" id="view_crm_opportunity_user_stage_graph">
|
|
<field name="name">Opportunities By Stage Per User - Graph</field>
|
|
<field name="model">crm.lead.report</field>
|
|
<field name="arch" type="xml">
|
|
<graph string="Opportunities By Stage" stacked="True">
|
|
<field name="stage_id" type="row"/>
|
|
<field name="user_id" type="row"/>
|
|
<field name="planned_revenue" type="measure"/>
|
|
</graph>
|
|
</field>
|
|
</record>
|
|
|
|
<!--Planned Revenue By User line graph action-->
|
|
<record model="ir.actions.act_window" id="act_oppor_stage_user">
|
|
<field name="name">Planned Revenue By User and Stage</field>
|
|
<field name="res_model">crm.lead.report</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">graph,tree,form</field>
|
|
<field name="view_id" ref="view_crm_opportunity_user_stage_graph"/>
|
|
<!-- avoid cancelled -->
|
|
<field name="domain">['|', ('stage_id.fold', '=', False), ('stage_id.probability', '=', 100)]</field>
|
|
<field name="context">{'search_default_user': 1, 'search_default_Stage': 1}</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="board_crm_statistical_form">
|
|
<field name="name">CRM - Statistical Dashboard Form</field>
|
|
<field name="model">board.board</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Statistics Dashboard" version="7.0">
|
|
<board style="1-1">
|
|
<column>
|
|
<action string="Planned Revenue by Stage and User" name="%(act_oppor_stage_user)d"/>
|
|
</column>
|
|
<column>
|
|
<action string="Opportunities by Stage" name="%(act_opportunity_stage)d"/>
|
|
</column>
|
|
</board>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window" id="open_board_statistical_dash">
|
|
<field name="name">CRM</field>
|
|
<field name="res_model">board.board</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="usage">menu</field>
|
|
<field name="view_id" ref="board_crm_statistical_form"/>
|
|
</record>
|
|
|
|
<menuitem
|
|
id="menu_board_statistics_dash"
|
|
parent="base.menu_reporting_dashboard"
|
|
action="open_board_statistical_dash"
|
|
sequence="10"
|
|
groups="base.group_sale_manager"/>
|
|
|
|
</data>
|
|
</openerp>
|