4 <record model="board.note.type" id="note_crm_type">
5 <field name="name">CRM Configuration</field>
8 <record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
9 <field name="name">crm.opportunity.user.graph1</field>
10 <field name="model">crm.lead.report</field>
11 <field name="type">graph</field>
12 <field name="arch" type="xml">
13 <graph string="Opportunities by User and Team" type="bar">
14 <field name="stage_id"/>
15 <field name="nbr" operator="+"/>
16 <field name="user_id" group="True"/>
21 <record id="view_report_crm_oppor_graph" model="ir.ui.view">
22 <field name="name">crm.lead.report.graph</field>
23 <field name="model">crm.lead.report</field>
24 <field name="type">graph</field>
25 <field name="arch" type="xml">
26 <graph orientation="vertical" string="Opportunity Analysis" type="bar">
27 <field name="stage_id"/>
28 <field name="planned_revenue" operator="+"/>
33 <record model="ir.ui.view" id="crm_case_my_open_oppor">
34 <field name="name">Opportunities</field>
35 <field name="model">crm.lead</field>
36 <field name="type">tree</field>
37 <field name="arch" type="xml">
38 <tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
39 <field name="name" string="Opportunity"/>
40 <field name="partner_id"/>
41 <field name="stage_id"/>
42 <button name="stage_previous" string="Previous Stage"
43 states="open,pending" type="object" icon="gtk-go-back" context = "{'stage_type': 'opportunity'}" />
44 <button name="stage_next" string="Next Stage"
45 states="open,pending" type="object"
46 icon="gtk-go-forward" context = "{'stage_type': 'opportunity'}" />
47 <field name="planned_revenue" sum="Total of Planned Revenue"/>
48 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
49 <field name="date_deadline" invisible="1"/>
51 <button name="case_open" string="Open"
52 states="draft,pending" type="object"
53 icon="gtk-go-forward" />
54 <button name="case_pending" string="Pending"
55 states="open,draft" type="object"
56 icon="gtk-media-pause" />
57 <button name="case_mark_lost" string="Lost"
58 states="open,pending" type="object"
60 <button name="case_close" string="Won"
61 states="open,draft,pending" type="object"
67 <record model="ir.actions.act_window" id="act_my_oppor">
68 <field name="name">My Open Opportunities</field>
69 <field name="res_model">crm.lead</field>
70 <field name="view_type">form</field>
71 <field name="view_mode">tree,form</field>
72 <field name="view_id" ref="crm_case_my_open_oppor"/>
73 <field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
76 <record model="ir.actions.act_window.view" id="act_my_oppor_tree_view">
77 <field name="sequence" eval="1"/>
78 <field name="view_mode">tree</field>
79 <field name="view_id" ref="crm_case_my_open_oppor"/>
80 <field name="act_window_id" ref="act_my_oppor"/>
83 <record model="ir.actions.act_window.view" id="act_my_oppor_form_view">
84 <field name="sequence" eval="2"/>
85 <field name="view_mode">form</field>
86 <field name="view_id" ref="crm_case_form_view_oppor"/>
87 <field name="act_window_id" ref="act_my_oppor"/>
90 <record model="ir.actions.act_window" id="act_my_meetings">
91 <field name="res_model">crm.meeting</field>
92 <field name="view_type">form</field>
93 <field name="view_mode">tree,form</field>
94 <field name="view_id" ref="crm.crm_case_tree_view_meet"/>
95 <field name="domain">[('user_id','=',uid),('state','not in',('cancel','done'))]</field>
98 <record model="ir.actions.act_window" id="act_my_oppor_stage">
99 <field name="res_model">crm.lead.report</field>
100 <field name="view_type">form</field>
101 <field name="view_mode">graph,tree,form</field>
102 <field name="view_id" ref="view_report_crm_oppor_graph"/>
103 <field name="domain">['&', '&', ('user_id','=',uid), ('type', '=', 'opportunity'), '!' , '&', ('state', '=', 'done'), ('date_closed','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
104 <field name="context">{'search_default_Stage':1}</field>
107 <record model="ir.actions.act_window" id="act_sales_pipeline">
108 <field name="res_model">crm.lead.report</field>
109 <field name="view_type">form</field>
110 <field name="view_mode">graph,tree,form</field>
111 <field name="view_id" ref="view_crm_opportunity_user_graph1"/>
112 <field name="domain">['&', ('user_id', '=', uid),'&', ('state', '=', 'done') , '&', ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</field>
115 <record model="ir.ui.view" id="board_crm_form">
116 <field name="name">Sales Dashboard Form</field>
117 <field name="model">board.board</field>
118 <field name="type">form</field>
119 <field name="arch" type="xml">
120 <form string="Sales Dashboard">
124 string="My Open Opportunities"
125 name="%(act_my_oppor)d"
128 groups="base.group_sale_salesman,base.group_sale_manager"
132 name="%(act_my_meetings)d"
138 string="My Planned Revenues by Stage"
139 name="%(act_my_oppor_stage)d"
140 groups="base.group_sale_salesman,base.group_sale_manager"
143 string="My Win/Lost Ratio for the Last Year"
144 name="%(act_sales_pipeline)d"
145 groups="base.group_sale_salesman,base.group_sale_manager"
152 <record model="ir.actions.act_window" id="open_board_crm">
153 <field name="name">Sales Dashboard</field>
154 <field name="res_model">board.board</field>
155 <field name="view_type">form</field>
156 <field name="view_mode">form</field>
157 <field name="usage">menu</field>
158 <field name="view_id" ref="board_crm_form"/>
160 <menuitem id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
162 name="Sales Dashboard" parent="board.menu_dasboard"
163 action="open_board_crm"
165 id="menu_board_crm" icon="terp-graph"
166 groups="base.group_sale_salesman"/>
168 <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0" action="open_board_crm"/>