From 88a2361c1bf3781bb175005118c4258110dccdd0 Mon Sep 17 00:00:00 2001 From: Antony Lesuisse Date: Mon, 30 Apr 2012 04:17:03 +0200 Subject: [PATCH] crm,sale,stock: menu and dashboard cleanups bzr revid: al@openerp.com-20120430021703-7sxuvx4l1hrnyor4 --- addons/board/board_data_admin.xml | 5 +- addons/crm/__openerp__.py | 1 - addons/crm/board_crm_statistical_view.xml | 114 ------------ addons/crm/board_crm_view.xml | 216 +++++++++++++++------- addons/product/product_view.xml | 2 +- addons/sale/board_sale_view.xml | 186 +++++++++---------- addons/sale/sale_view.xml | 6 +- addons/sale_crm/__openerp__.py | 1 - addons/sale_crm/board_sale_crm_view.xml | 35 ---- addons/stock/board_warehouse_view.xml | 5 +- 10 files changed, 240 insertions(+), 331 deletions(-) delete mode 100644 addons/crm/board_crm_statistical_view.xml delete mode 100644 addons/sale_crm/board_sale_crm_view.xml diff --git a/addons/board/board_data_admin.xml b/addons/board/board_data_admin.xml index dfe4134be99..4f049d08d10 100644 --- a/addons/board/board_data_admin.xml +++ b/addons/board/board_data_admin.xml @@ -53,11 +53,10 @@ - + - - + diff --git a/addons/crm/__openerp__.py b/addons/crm/__openerp__.py index 447645f615c..460e6493552 100644 --- a/addons/crm/__openerp__.py +++ b/addons/crm/__openerp__.py @@ -108,7 +108,6 @@ Creates a dashboard for CRM that includes: 'process/crm_configuration_process.xml', 'res_partner_view.xml', - 'board_crm_statistical_view.xml', 'board_crm_view.xml', 'res_config_view.xml', diff --git a/addons/crm/board_crm_statistical_view.xml b/addons/crm/board_crm_statistical_view.xml deleted file mode 100644 index 14b0afdc6bb..00000000000 --- a/addons/crm/board_crm_statistical_view.xml +++ /dev/null @@ -1,114 +0,0 @@ - - - - - - - Opportunities By Categories - Graph - crm.lead.report - graph - - - - - - - - - - Opportunities By Stage - Graph - crm.lead.report - graph - - - - - - - - - - Opportunities By Stage Per User - Graph - crm.lead.report - graph - - - - - - - - - - - Opportunities By Categories - crm.lead.report - form - graph,tree,form - - [('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')] - {'search_default_Category':1} - - - - Opportunities By Stage - crm.lead.report - form - graph,tree,form - - [('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')] - {'search_default_Stage':1} - - - - Planned Revenue By User and Stage - crm.lead.report - form - graph,tree,form - - [('state','!=','cancel')] - {'search_default_Stage':1} - - - - CRM - Statistical Dashboard Form - board.board - form - -
- - - - - - - - - -
-
-
- - - CRM Dashboard - board.board - form - form - menu - - - - - - - -
-
diff --git a/addons/crm/board_crm_view.xml b/addons/crm/board_crm_view.xml index bc0b41b24b9..60fb24f1a7a 100644 --- a/addons/crm/board_crm_view.xml +++ b/addons/crm/board_crm_view.xml @@ -1,31 +1,7 @@ - - crm.opportunity.user.graph1 - crm.lead.report - graph - - - - - - - - - - - crm.lead.report.graph - crm.lead.report - graph - - - - - - - - + Opportunities crm.lead @@ -59,23 +35,20 @@ - - - My Open Opportunities - crm.lead - form - tree,form - [('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')] - {'default_user_id': uid, 'default_type': 'opportunity'} - - + + My Open Opportunities + crm.lead + form + tree,form + [('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')] + {'default_user_id': uid, 'default_type': 'opportunity'} + - - tree - - - - + + tree + + + form @@ -83,44 +56,151 @@ - - Planned Revenue By Stage - crm.lead.report - form - graph,tree,form - - [('user_id','=',uid), ('type', '=', 'opportunity'), ('state','in',('draft','open','done','pending')), '!', '&', ('state', '=', 'done'), ('date_closed','>=',datetime.date.today().strftime('%Y-%m-01'))] - {'search_default_Stage':1} - + + crm.lead.report.graph + crm.lead.report + graph + + + + + + + + + Planned Revenue By Stage + crm.lead.report + form + graph,tree,form + + [('user_id','=',uid), ('type', '=', 'opportunity'), ('state','in',('draft','open','done','pending')), '!', '&', ('state', '=', 'done'), ('date_closed','>=',datetime.date.today().strftime('%Y-%m-01'))] + {'search_default_Stage':1} + - - Sales Dashboard Form - board.board - form - -
- - - - - - - + + Sales Dashboard Form + board.board + form + + + + + + + + + - Sales + CRM board.board form form menu - + + + + + Opportunities By Categories - Graph + crm.lead.report + graph + + + + + + + + + Opportunities By Categories + crm.lead.report + form + graph,tree,form + + [('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')] + {'search_default_Category':1} + + + + Opportunities By Stage - Graph + crm.lead.report + graph + + + + + + + + + Opportunities By Stage + crm.lead.report + form + graph,tree,form + + [('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')] + {'search_default_Stage':1} + + + + Opportunities By Stage Per User - Graph + crm.lead.report + graph + + + + + + + + + + Planned Revenue By User and Stage + crm.lead.report + form + graph,tree,form + + [('state','!=','cancel')] + {'search_default_Stage':1} + + + + CRM - Statistical Dashboard Form + board.board + form + +
+ + + + + + + + + +
+
+
+ + CRM Manager + board.board + form + form + menu + + + +
diff --git a/addons/product/product_view.xml b/addons/product/product_view.xml index 1642d28e35f..a9921fdc1c0 100644 --- a/addons/product/product_view.xml +++ b/addons/product/product_view.xml @@ -275,7 +275,7 @@ - + diff --git a/addons/sale/board_sale_view.xml b/addons/sale/board_sale_view.xml index 3780c68b2b3..a0101c347bf 100644 --- a/addons/sale/board_sale_view.xml +++ b/addons/sale/board_sale_view.xml @@ -1,6 +1,90 @@ + + + My Quotations + sale.order + form + tree,form + [('state','=','draft'),('user_id','=',uid)] + + + + + turnover.by.month.tree + account.invoice.report + tree + + + + + + + + + + + turnover.by.month.graph + account.invoice.report + + + graph + + + + + + + + + Monthly Turnover + account.invoice.report + form + graph,tree + + [('year','ilike',time.strftime('%Y')),('user_id','=',uid)] + {'group_by_no_leaf':1,'group_by':['month']} + + + + + graph + + + + + tree + + + + + board.sales.form + board.board + form + +
+ + + + + + + + +
+
+
+ + Sales + board.board + form + form + + + + + board.sales.manager.form board.board @@ -21,112 +105,14 @@
- - Sales Manager Dashboard + Sales Manager board.board form form - - - - - - - My Quotations - sale.order - form - tree,form - [('state','=','draft'),('user_id','=',uid)] - - - - - turnover.by.month.tree - account.invoice.report - tree - - - - - - - - - - - - turnover.by.month.graph - account.invoice.report - - - graph - - - - - - - - - - Monthly Turnover - account.invoice.report - form - graph,tree - - [('year','ilike',time.strftime('%Y')),('user_id','=',uid)] - {'group_by_no_leaf':1,'group_by':['month']} - - - - - - graph - - - - - - tree - - - - - board.sales.form - board.board - form - -
- - - - - - - - - - -
-
-
- - - Sales Dashboard - board.board - form - form - - - - + diff --git a/addons/sale/sale_view.xml b/addons/sale/sale_view.xml index 847e2e8f463..467ccae72a9 100644 --- a/addons/sale/sale_view.xml +++ b/addons/sale/sale_view.xml @@ -1,10 +1,6 @@ - - - + sale.shop diff --git a/addons/sale_crm/__openerp__.py b/addons/sale_crm/__openerp__.py index 3fefc59c20a..8da96384d0a 100644 --- a/addons/sale_crm/__openerp__.py +++ b/addons/sale_crm/__openerp__.py @@ -43,7 +43,6 @@ crm modules. 'init_xml': [], 'update_xml': ['wizard/crm_make_sale_view.xml', 'sale_crm_view.xml', - 'board_sale_crm_view.xml', 'process/sale_crm_process.xml', 'security/sale_crm_security.xml', 'security/ir.model.access.csv' diff --git a/addons/sale_crm/board_sale_crm_view.xml b/addons/sale_crm/board_sale_crm_view.xml deleted file mode 100644 index a5fa08222e0..00000000000 --- a/addons/sale_crm/board_sale_crm_view.xml +++ /dev/null @@ -1,35 +0,0 @@ - - - - - board.crm.form.inherit.replace1 - board.board - form - - - - - - - - - - board.crm.form.inherit.replace1 - board.board - form - - - - - - - - - - diff --git a/addons/stock/board_warehouse_view.xml b/addons/stock/board_warehouse_view.xml index b99b7e98609..9f15eba5389 100644 --- a/addons/stock/board_warehouse_view.xml +++ b/addons/stock/board_warehouse_view.xml @@ -68,9 +68,8 @@ - - - + +