[IMP] Better CRM Dashboard
[IMP] Tax name may not be uniq (sale and purchase tax with simple 21% name) [IMP] CSS of kanban
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@@ -499,10 +499,6 @@ class AccountTax(models.Model):
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tag_ids = fields.Many2many('account.account.tag', 'account_tax_account_tag', string='Tags', help="Optional tags you may want to assign for custom reporting")
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tax_group_id = fields.Many2one('account.tax.group', string="Tax Group", default=_default_tax_group, required=True)
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_sql_constraints = [
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('name_company_uniq', 'unique(name, company_id)', 'Tax names must be unique !'),
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]
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@api.one
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@api.constrains('children_tax_ids', 'type_tax_use')
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def _check_children_scope(self):
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@@ -62,5 +62,14 @@
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groups="base.group_sale_manager"
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parent="base.menu_sale_report" action="crm_activity_report_action" sequence="7"/>
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<record id="crm_activity_report_action_team" model="ir.actions.act_window">
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<field name="name">Activities Analysis</field>
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<field name="res_model">crm.activity.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">pivot,graph</field>
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<field name="context">{'search_default_team_id': active_id}</field>
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<field name="domain">[]</field>
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</record>
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</data>
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</openerp>
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@@ -37,6 +37,19 @@
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</div>
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</xpath>
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<xpath expr="//div[contains(@class, 'o_kanban_primary_right')]" position="inside">
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<div class="mb8" t-if="record.use_opportunities.raw_value">
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<a name="%(crm.action_report_crm_opportunity_salesteam)d" type="action">
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Opportunities Analysis
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</a>
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</div>
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<div class="mb8" t-if="record.use_opportunities.raw_value">
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<a name="%(crm.crm_activity_report_action_team)d" type="action">
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Activities Analysis
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</a>
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</div>
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</xpath>
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<xpath expr="//div[contains(@class, 'o_kanban_primary_left')]" position="inside">
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<button t-if="record.use_opportunities.raw_value" class="btn btn-primary" name="%(crm_case_form_view_salesteams_opportunity)d" type="action">Pipeline</button>
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</xpath>
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@@ -77,4 +90,4 @@
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</data>
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</field>
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</record>
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</odoo>
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</odoo>
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@@ -51,7 +51,7 @@
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<field name="invoiced" widget="progress" options="{'title': 'Invoicing', 'current_value': 'invoiced', 'max_value': 'invoiced_target', 'editable': true, 'edit_max_value': true, 'on_change': 'update_invoiced_target'}"/>
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</div>
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<div t-if="!record.invoiced_target.raw_value" class="col-xs-12 o_kanban_primary_bottom text-center">
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Click <a href="#" class="sales_team_target_definition o_inline_link">here</a> to define an invoicing target
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<a href="#" class="sales_team_target_definition o_inline_link">Click to define a team target</a>
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</div>
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</xpath>
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@@ -100,4 +100,4 @@
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</data>
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</field>
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</record>
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</odoo>
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</odoo>
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@@ -3,7 +3,8 @@
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padding: 0; // remove the padding of the kanban view
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.o_kanban_record {
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min-width: 450px;
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min-width: 420px;
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min-height: 250px;
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@media (max-width: @grid-float-breakpoint) {
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min-width: inherit;
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@@ -108,7 +108,7 @@
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padding: 16px;
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}
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.o_kanban_primary_bottom {
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background-color: lightgrey;
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background-color: rgba(0,0,0,0.07);
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position: absolute;
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bottom: 0;
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padding: 15px;
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