163 lines
7.2 KiB
XML
163 lines
7.2 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<record model="board.note.type" id="note_crm_type">
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<field name="name">CRM Configuration</field>
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</record>
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<record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
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<field name="name">crm.opportunity.user.graph1</field>
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<field name="model">crm.lead.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Opportunities by User and Section" type="bar">
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<field name="stage_id"/>
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<field name="nbr" 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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<record id="view_report_crm_oppor_graph" model="ir.ui.view">
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<field name="name">crm.lead.report.graph</field>
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<field name="model">crm.lead.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="vertical" string="Opportunity Analysis" type="bar">
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<field name="stage_id"/>
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<field name="planned_revenue" operator="+"/>
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</graph>
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</field>
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</record>
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<record model="ir.ui.view" id="crm_case_my_open_oppor">
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<field name="name">My Open Opportunities</field>
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<field name="model">crm.lead</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
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<field name="name" string="Opportunity"/>
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<field name="partner_id"/>
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<field name="stage_id"/>
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<button name="stage_previous" string="Previous Stage"
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states="open,pending" type="object" icon="gtk-go-back" />
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<button name="stage_next" string="Next Stage"
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states="open,pending" type="object"
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icon="gtk-go-forward" />
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<field name="planned_revenue" sum="Total of Planned Revenue"/>
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<field name="probability" widget="progressbar" avg="Avg. of Probability"/>
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<field name="date_deadline" invisible="1"/>
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<field name="state"/>
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_pending" string="Pending"
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states="open,draft" type="object"
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icon="gtk-media-pause" />
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<button name="case_mark_lost" string="Lost"
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states="open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_close" string="Won"
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states="open,draft,pending" type="object"
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icon="gtk-apply" />
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</tree>
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</field>
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</record>
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<record model="ir.actions.act_window" id="act_my_oppor">
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<field name="name">My Open Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
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</record>
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<record model="ir.actions.act_window.view" id="act_my_oppor_tree_view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_my_open_oppor"/>
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<field name="act_window_id" ref="act_my_oppor"/>
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</record>
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<record model="ir.actions.act_window.view" id="act_my_oppor_form_view">
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<field name="sequence" eval="2"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_form_view_oppor"/>
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<field name="act_window_id" ref="act_my_oppor"/>
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</record>
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<record model="ir.actions.act_window" id="act_my_meetings">
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<field name="res_model">crm.meeting</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="crm.crm_case_tree_view_meet"/>
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<field name="domain">[('user_id','=',uid),('state','not in',('cancel','done'))]</field>
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</record>
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<record model="ir.actions.act_window" id="act_my_oppor_stage">
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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_report_crm_oppor_graph"/>
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<field name="domain">['&', '&', ('user_id','=',uid), ('type', '=', 'opportunity'), '!' , '&', ('state', '=', 'done'), ('date_closed','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
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</record>
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<record model="ir.actions.act_window" id="act_sales_pipeline">
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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_graph1"/>
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<field name="domain">['&', ('user_id', '=', uid),'&', ('state', '=', 'done') , '&', ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</field>
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</record>
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<record model="ir.ui.view" id="board_crm_form">
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<field name="name">CRM - Dashboard Form</field>
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<field name="model">board.board</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Connecting Dashboard">
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<hpaned>
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<child1>
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<action
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string="My Open Opportunities"
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name="%(act_my_oppor)d"
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colspan="4"
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height="150"
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width="510"/>
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<action
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string="My Meetings"
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name="%(act_my_meetings)d"
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height="150"
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colspan="4"/>
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</child1>
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<child2>
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<action
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string="My Planned Revenues by Stage"
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name="%(act_my_oppor_stage)d"
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colspan="4"/>
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<action
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string="My Win/Lost Ratio for the Last Year"
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name="%(act_sales_pipeline)d"
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colspan="4"/>
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</child2>
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</hpaned>
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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_crm">
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<field name="name">CRM Dashboard</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_form"/>
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</record>
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<menuitem id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
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<menuitem
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name="Connecting Dashboard" parent="board.menu_dasboard"
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action="open_board_crm"
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sequence="1"
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id="menu_board_crm" icon="terp-graph"/>
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</data>
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</openerp>
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