diff --git a/addons/account/project/project_view.xml b/addons/account/project/project_view.xml
index 07400c68534..9f9aca2c8fb 100644
--- a/addons/account/project/project_view.xml
+++ b/addons/account/project/project_view.xml
@@ -13,6 +13,7 @@
+
diff --git a/addons/account_analytic_analysis/account_analytic_analysis_menu.xml b/addons/account_analytic_analysis/account_analytic_analysis_menu.xml
index fb74d51194d..86f437ae8bd 100644
--- a/addons/account_analytic_analysis/account_analytic_analysis_menu.xml
+++ b/addons/account_analytic_analysis/account_analytic_analysis_menu.xml
@@ -43,13 +43,13 @@
-
-
+
+
+
-
diff --git a/addons/crm_partner_assign/partner_geo_assign.py b/addons/crm_partner_assign/partner_geo_assign.py
index 08c4f7d23b6..14f698837e1 100644
--- a/addons/crm_partner_assign/partner_geo_assign.py
+++ b/addons/crm_partner_assign/partner_geo_assign.py
@@ -57,6 +57,16 @@ class res_partner_grade(osv.osv):
}
res_partner_grade()
+class res_partner_activation(osv.osv):
+ _name = 'res.partner.activation'
+ _order = 'sequence'
+
+ _columns = {
+ 'sequence' : fields.integer('Sequence'),
+ 'name' : fields.char('Name', size=32, required=True),
+ }
+
+res_partner_activation()
class res_partner(osv.osv):
_inherit = "res.partner"
@@ -68,7 +78,11 @@ class res_partner(osv.osv):
help="Gives the probability to assign a lead to this partner. (0 means no assignation.)"),
'opportunity_assigned_ids': fields.one2many('crm.lead', 'partner_assigned_id',\
'Assigned Opportunities'),
- 'grade_id': fields.many2one('res.partner.grade', 'Partner Grade')
+ 'grade_id': fields.many2one('res.partner.grade', 'Partner Grade'),
+ 'activation' : fields.many2one('res.partner.activation', 'Activation', select=1),
+ 'date_partnership' : fields.date('Partnership Date'),
+ 'date_review' : fields.date('Latest Partner Review'),
+ 'date_review_next' : fields.date('Next Partner Review'),
}
_defaults = {
'partner_weight': lambda *args: 0
diff --git a/addons/crm_partner_assign/report/crm_partner_report.py b/addons/crm_partner_assign/report/crm_partner_report.py
index c5afe9b5b82..1e69a73c5fa 100644
--- a/addons/crm_partner_assign/report/crm_partner_report.py
+++ b/addons/crm_partner_assign/report/crm_partner_report.py
@@ -28,13 +28,16 @@ class crm_partner_report_assign(osv.osv):
_auto = False
_description = "CRM Partner Report"
_columns = {
- 'name': fields.char('Partner name', size=64, required=False, readonly=True),
+ 'partner_id': fields.many2one('res.partner', 'Partner', required=False, readonly=True),
'grade_id':fields.many2one('res.partner.grade', 'Grade', readonly=True),
+ 'activation' : fields.many2one('res.partner.activation', 'Activation', select=1),
'user_id':fields.many2one('res.users', 'User', readonly=True),
+ 'date_review' : fields.date('Latest Partner Review'),
+ 'date_partnership' : fields.date('Partnership Date'),
'country_id':fields.many2one('res.country', 'Country', readonly=True),
'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True),
- 'nbr': fields.integer('# of Partner', readonly=True),
'opp': fields.integer('# of Opportunity', readonly=True),
+ 'turnover': fields.float('Turnover', readonly=True),
}
def init(self, cr):
@@ -48,13 +51,23 @@ class crm_partner_report_assign(osv.osv):
CREATE OR REPLACE VIEW crm_partner_report_assign AS (
SELECT
p.id,
- p.name,
+ p.id as partner_id,
(SELECT country_id FROM res_partner_address a WHERE a.partner_id=p.id AND country_id is not null limit 1) as country_id,
p.grade_id,
+ p.activation,
+ p.date_review,
+ p.date_partnership,
p.user_id,
p.section_id,
- 1 as nbr,
- (SELECT count(id) FROM crm_lead WHERE partner_assigned_id=p.id) AS opp
+ (SELECT count(id) FROM crm_lead WHERE partner_assigned_id=p.id) AS opp,
+ (SELECT
+ sum(price_total)
+ FROM
+ account_invoice_report
+ WHERE
+ partner_id=p.id and
+ type in ('out_invoice','out_refund') and
+ state in ('open','paid')) AS turnover
FROM
res_partner p
diff --git a/addons/crm_partner_assign/report/crm_partner_report_view.xml b/addons/crm_partner_assign/report/crm_partner_report_view.xml
index 8ac65f6b57e..3225ef93f8d 100644
--- a/addons/crm_partner_assign/report/crm_partner_report_view.xml
+++ b/addons/crm_partner_assign/report/crm_partner_report_view.xml
@@ -10,10 +10,10 @@
-
-
-
+
+
+
@@ -24,11 +24,17 @@
+
-
+
+
+
@@ -42,13 +48,16 @@
tree
-
+
+
+
+
-
+
@@ -58,7 +67,7 @@
Partnership Analysis
crm.partner.report.assign
- {'search_default_group_country': 1, 'search_default_group_grade': 1, 'group_by_no_leaf':1,'group_by':[]}
+ {'search_default_group_grade': 1, 'group_by_no_leaf':1,'group_by':[]}
tree
[('grade_id', '!=', False)]
diff --git a/addons/crm_partner_assign/res_partner_view.xml b/addons/crm_partner_assign/res_partner_view.xml
index c340483f024..f9d9d946ead 100644
--- a/addons/crm_partner_assign/res_partner_view.xml
+++ b/addons/crm_partner_assign/res_partner_view.xml
@@ -1,6 +1,40 @@
+
+
+
+
+ openerp_custom.res.partner.activation.form
+ res.partner.activation
+ form
+
+
+
+
+
+ openerp_custom.res.partner.activation.tree
+ res.partner.activation
+ tree
+
+
+
+
+
+
+
+
+ Partner Activations
+ res.partner.activation
+ form
+ tree,form
+
+
+
+
@@ -47,6 +81,7 @@
+
@@ -71,19 +106,31 @@
-
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
-
-
-
-
-
-
-
@@ -122,5 +169,18 @@
+
+
+ res.partner.geo.inherit.search
+ res.partner
+ search
+
+
+
+
+
+
+
+
diff --git a/addons/crm_partner_assign/security/ir.model.access.csv b/addons/crm_partner_assign/security/ir.model.access.csv
index e4067a69aed..69b74ef6b3d 100644
--- a/addons/crm_partner_assign/security/ir.model.access.csv
+++ b/addons/crm_partner_assign/security/ir.model.access.csv
@@ -4,3 +4,4 @@ access_ crm_lead_report_assign_all,crm.lead.report.assign.all,model_crm_lead_rep
access_crm_partner_report,crm.partner.report.assign.all,model_crm_partner_report_assign,base.group_sale_salesman,1,0,0,0
access_res_partner_grade,res.partner.grade,model_res_partner_grade,base.group_sale_salesman,1,1,1,0
access_res_partner_grade_manager,res.partner.grade.manager,model_res_partner_grade,base.group_sale_manager,1,1,1,1
+"access_partner_activation_manager","res.partner.activation.manager","model_res_partner_activation","base.group_partner_manager",1,1,1,1