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 Section" 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.actions.act_window" id="act_my_oppor">
34 <field name="res_model">crm.lead</field>
35 <field name="view_type">form</field>
36 <field name="view_mode">tree,form</field>
37 <field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
38 <field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
41 <record model="ir.actions.act_window" id="act_my_meetings">
42 <field name="res_model">crm.meeting</field>
43 <field name="view_type">form</field>
44 <field name="view_mode">tree,form</field>
45 <field name="view_id" ref="crm.crm_case_tree_view_meet"/>
46 <field name="domain">[('user_id','=',uid),('state','!=','cancel'),('date','ilike',time.strftime("%Y-%m"))]</field>
49 <record model="ir.actions.act_window" id="act_my_oppor_stage">
50 <field name="res_model">crm.lead.report</field>
51 <field name="view_type">form</field>
52 <field name="view_mode">graph,tree,form</field>
53 <field name="view_id" ref="view_report_crm_oppor_graph"/>
54 <field name="domain">['&', ('user_id','=',uid), '!' , '&', ('state', '=', 'done'), ('date_closed','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
57 <record model="ir.actions.act_window" id="act_sales_pipeline">
58 <field name="res_model">crm.lead.report</field>
59 <field name="view_type">form</field>
60 <field name="view_mode">graph,tree,form</field>
61 <field name="view_id" ref="view_crm_opportunity_user_graph1"/>
62 <field name="domain">['&', ('state', '=', 'done') , '&', ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</field>
65 <record model="ir.ui.view" id="board_crm_form">
66 <field name="name">CRM - Dashboard Form</field>
67 <field name="model">board.board</field>
68 <field name="type">form</field>
69 <field name="arch" type="xml">
70 <form string="Connecting Dashboard">
74 string="My Open Opportunities"
75 name="%(act_my_oppor)d"
81 name="%(act_my_meetings)d"
87 string="Revenues by stage"
88 name="%(act_my_oppor_stage)d"
91 string="Win/Lost Ratio for the last Year"
92 name="%(act_sales_pipeline)d"
99 <record model="ir.actions.act_window" id="open_board_crm">
100 <field name="name">CRM Dashboard</field>
101 <field name="res_model">board.board</field>
102 <field name="view_type">form</field>
103 <field name="view_mode">form</field>
104 <field name="usage">menu</field>
105 <field name="view_id" ref="board_crm_form"/>
107 <menuitem icon="terp-graph" id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
109 name="Connecting Dashboard" parent="board.menu_dasboard"
110 action="open_board_crm"
112 id="menu_board_crm" icon="terp-graph"/>