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[ADD/MOD]:sale_crm,crm: Reporting/Dashboards/CRM Configuration/Connecting Dashboard. 

* Rename with: Revenues by stage
 * Use staGe instead of state
 * Revenues should replace the column "Nbre of case"
 * Leads tree should be replaced with "My Opportunities",set opportunities instead of leads
 * add the tree "My Quotations" with a simplified view
 * add a tree that print the turnover by month of the current year.

bzr revid: apa@apa-20100625051253-inp6usqqgkdezh1p
This commit is contained in:
apa 2010-06-25 10:42:53 +05:30
parent 42976fd6e2
commit f936af868d
4 changed files with 103 additions and 6 deletions
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8
addons/crm/board_crm_view.xml
View File

@ -19,15 +19,16 @@
<field name="res_model">crm.lead</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm.crm_case_tree_view_leads"/>
<field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
</record>
<record model="ir.actions.act_window" id="act_my_meetings">
<field name="res_model">crm.meeting</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm.crm_case_tree_view_meet"/>
<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
<field name="domain">[('user_id','=',uid),('state','!=','cancel'),('date','ilike',time.strftime("%Y-%m"))]</field>
</record>
<record model="ir.actions.act_window" id="act_my_leads_stage">
@ -57,6 +58,7 @@
<child1>
<action
string="My Opportunities"
name="%(act_my_leads)d"
colspan="4"
height="150"
@ -72,7 +74,7 @@
<child2>
<action
string="My Leads By Stage"
string="Revenues by stage"
name="%(act_my_leads_stage)d"
colspan="4"/>

6
addons/crm/report/crm_lead_report_view.xml
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@ -59,9 +59,9 @@
<field name="model">crm.lead.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Leads Analysis" type="bar">
<field name="state"/>
<field name="nbr" operator="+"/>
<graph orientation="vertical" string="Leads Analysis" type="bar">
<field name="stage_id"/>
<field name="planned_revenue" operator="+"/>
<field group="True" name="user_id"/>
</graph>
</field>

1
addons/sale_crm/__openerp__.py
View File

@ -40,6 +40,7 @@ crm modules.
'init_xml': [],
'update_xml': ['sale_crm_wizard.xml',
'sale_crm_view.xml',
'board_sale_crm_view.xml',
'process/sale_crm_process.xml',
'security/sale_crm_security.xml',
],

94
addons/sale_crm/board_sale_crm_view.xml Normal file
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@ -0,0 +1,94 @@
<?xml version="1.0"?>
<openerp>
<data>
<record id="action_quotation_for_sale_crm" model="ir.actions.act_window">
<field name="name">Quotations</field>
<field name="res_model">sale.order</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="domain">[('state','=','draft'),('user_id','=',uid)]</field>
<field name="view_id" ref="sale.view_order_tree"/>
</record>
<record id="view_turnover_by_month_tree" model="ir.ui.view">
<field name="name">turnover.by.month.tree</field>
<field name="model">account.invoice.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Turnover By Months">
<field name="month"/>
<field name="price_total"/>
</tree>
</field>
</record>
<record id="view_turnover_by_month_graph" model="ir.ui.view">
<field name="name">turnover.by.month.graph</field>
<field name="model">account.invoice.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Turnover By Months" type="bar">
<field name="month"/>
<field name="price_total" operator="+"/>
</graph>
</field>
</record>
<record model="ir.actions.act_window" id="action_turnover_by_month">
<field name="res_model">account.invoice.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="view_id" ref="view_turnover_by_month_tree"/>
<field name="domain">[('year','ilike',time.strftime('%Y')),('user_id','=',uid)]</field>
<field name="context">{'group_by_no_leaf':1,'group_by':['month']}</field>
<field name="search_view_id" ref="account.view_account_invoice_report_search"/>
</record>
<record model="ir.ui.view" id="crm.board_crm_form">
<field name="name">CRM - Dashboard Form</field>
<field name="model">board.board</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Connecting Dashboard">
<hpaned>
<child1>
<action
string="My Opportunities"
name="%(crm.act_my_leads)d"
colspan="4"
height="150"
width="510"/>
<action
string="My Meetings"
name="%(crm.act_my_meetings)d"
height="150"
colspan="4"/>
<action
string="My Quotations"
name="%(action_quotation_for_sale_crm)d"
colspan="4"
height="150"
width="510"/>
</child1>
<child2>
<action
string="Revenues by stage"
name="%(crm.act_my_leads_stage)d"
colspan="4"/>
<action
string="My Sales Pipeline"
name="%(crm.act_sales_pipeline)d"
colspan="4"/>
<action
string="Turnover By Months"
name="%(action_turnover_by_month)d"
colspan="4"/>
</child2>
</hpaned>
</form>
</field>
</record>
</data>
</openerp>