100 lines
3.9 KiB
XML
100 lines
3.9 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="pie">
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<field name="state"/>
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<field name="nbr" operator="+"/>
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</graph>
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</field>
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</record>
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<record model="ir.actions.act_window" id="act_my_leads">
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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="view_id" ref="crm.crm_case_tree_view_oppor"/>
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<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
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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','!=','cancel'),('date','ilike',time.strftime("%Y-%m"))]</field>
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</record>
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<record model="ir.actions.act_window" id="act_my_leads_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_lead_graph"/>
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<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</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','!=','pending'),('state','!=','cancel'),('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 Opportunities"
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name="%(act_my_leads)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="Revenues by stage"
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name="%(act_my_leads_stage)d"
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colspan="4"/>
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<action
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string="My Sales Pipeline"
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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 icon="terp-graph" 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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