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[IMP] crm and crm*:-useability improvements in Reporting

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bzr revid: mtr@mtr-20100923133248-vfmxlozaii77fa4l
This commit is contained in:
mtr
2010-09-23 19:02:48 +05:30
parent eca3479d7d
commit 4cf8494652
5 changed files with 40 additions and 37 deletions
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addons/crm/report/crm_lead_report_view.xml
+5 -5
View File
@@ -73,13 +73,13 @@
<group col="20" colspan="8">
<filter string=" Year " icon="terp-go-year"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
help="Leads/Opportunities created in last 365 days"/>
help="Leads/Opportunities created in current year"/>
<filter string=" Month " icon="terp-go-month" name="this_month"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-%%m-01'))]"
help="Leads/Opportunities created in last 30 days"/>
<filter icon="terp-go-week" string=" Month-1 " separator="1"
help="Leads/Opportunities created in current month"/>
<filter icon="terp-go-month" string=" Month-1 " separator="1"
domain="[('create_date','&lt;=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"
help="Leads/Opportunities created in the previous month"/>
help="Leads/Opportunities created in last month"/>
<separator orientation="vertical" />
<filter icon="terp-check"
@@ -101,7 +101,7 @@
domain="[('section_id.user_id','=',uid)]"
help="My team" />
</field>
<field name="user_id">
<field name="user_id" string="Salesman">
<filter icon="terp-personal+" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
</field>
</group>
addons/crm/report/crm_phonecall_report_view.xml
+10 -7
View File
@@ -76,13 +76,16 @@
<search string="Search">
<group col="16" colspan="8">
<filter string=" Year " icon="terp-go-year"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"/>
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
help="Phone calls made in current year"/>
<filter string=" Month " icon="terp-go-month" name="This Month"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-%%m-01'))]"/>
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-%%m-01'))]"
help="Phone calls made in current month"/>
<filter icon="terp-go-week" string=" Month-1 " separator="1"
domain="[('create_date','&lt;=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"/>
<filter icon="terp-go-month" string=" Month-1 " separator="1"
domain="[('create_date','&lt;=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"
help="Phone calls made in last month"/>
<separator orientation="vertical" />
<filter icon="terp-check"
@@ -95,15 +98,15 @@
string="Done"
domain="[('state','=','done')]"/>
<separator orientation="vertical" />
<field name="section_id"
<field name="section_id" string="Sales Team"
default="context.get('section_id', False)"
context="{'invisible_section': False}">
<filter icon="terp-personal+"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My section" />
help="My team" />
</field>
<field name="user_id" select="1">
<field name="user_id" string="Salesman" select="1">
<filter icon="terp-crm" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
</field>
</group>
addons/crm_claim/report/crm_claim_report_view.xml
+7 -7
View File
@@ -79,15 +79,15 @@
<group col="16" colspan="8">
<filter string=" Year " icon="terp-go-year"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
help="Claims created in last 365 days"/>
help="Claims created in current year"/>
<filter string=" Month " icon="terp-go-month" name="This Month"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-%%m-01'))]"
help="Claims created in last 30 days"/>
help="Claims created in current month"/>
<filter icon="terp-go-week" string=" Month-1 " separator="1"
<filter icon="terp-go-month" string=" Month-1 " separator="1"
domain="[('create_date','&lt;=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"
help="Claims created in the previous month"/>
help="Claims created in last month"/>
<separator orientation="vertical" />
<filter icon="terp-document-new"
@@ -101,14 +101,14 @@
domain="[('state','=','pending')]"/>
<separator orientation="vertical" />
<field name="section_id"
<field name="section_id" string="Sales Team"
default="context.get('section_id', False)"
context="{'invisible_section': False}">
<filter icon="terp-personal+"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My section" />
help="My team" />
</field>
<field name="company_id">
@@ -118,7 +118,7 @@
help="My company"/>
</field>
<field name="user_id" select="1">
<field name="user_id" string="Salesman" select="1">
<filter icon="terp-personal+" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
</field>
</group>
addons/crm_fundraising/report/crm_fundraising_report_view.xml
+10 -10
View File
@@ -78,15 +78,15 @@
<group col="16" colspan="8">
<filter string=" Year " icon="terp-go-year"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
help="Funds raised in last 365 days"/>
help="Funds raised in current year"/>
<filter string=" Month " icon="terp-go-month" name="This Month"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-%%m-01'))]"
help="Funds raised in last 30 days"/>
help="Funds raised in current month"/>
<filter icon="terp-go-week" string=" Month-1 " separator="1"
<filter icon="terp-go-month" string=" Month-1 " separator="1"
domain="[('create_date','&lt;=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"
help="Funds raised in the previous month"/>
help="Funds raised in last month"/>
<separator orientation="vertical" />
<filter icon="terp-document-new"
@@ -100,14 +100,14 @@
domain="[('state','=','pending')]"/>
<separator orientation="vertical" />
<field name="section_id"
<field name="section_id" string="Sales Team"
default="context.get('section_id', False)"
context="{'invisible_section': False}">
<filter icon="terp-personal+"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My section" />
help="My team" />
</field>
<field name="company_id">
@@ -117,7 +117,7 @@
help="My company"/>
</field>
<field name="user_id" select="1">
<field name="user_id" select="1" string="Salesman">
<filter icon="terp-personal+" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
</field>
</group>
@@ -146,15 +146,15 @@
<separator orientation="vertical" />
<filter string="Day" icon="terp-go-today"
domain="[]" context="{'group_by':'day'}"
help="Day on which fund is raised"/>
help="Date of fundraising"/>
<filter string="Month" icon="terp-go-month"
domain="[]" context="{'group_by':'month'}"
help="Month in which fund is raised"/>
help="Month of fundraising"/>
<filter string="Year" icon="terp-go-year"
domain="[]" context="{'group_by':'name'}"
help="Year in which fund is raised"/>
help="Year of fundraising"/>
</group>
<newline/>
addons/crm_helpdesk/report/crm_helpdesk_report_view.xml
+8 -8
View File
@@ -78,13 +78,13 @@
<group col="16" colspan="9">
<filter string=" Year " icon="terp-go-year"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
help="Helpdesk requests created in last 365 days"/>
help="Helpdesk requests occurred in current year"/>
<filter string=" Month " icon="terp-go-month" name="this_month"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-%%m-01'))]"
help="Helpdesk requests created in last 30 days"/>
<filter icon="terp-go-week" string=" Month-1 " separator="1"
help="Helpdesk requests occurred in current month"/>
<filter icon="terp-go-month" string=" Month-1 " separator="1"
domain="[('create_date','&lt;=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"
help="Helpdesk requests created in the previous month"/>
help="Helpdesk requests occurred in last month"/>
<separator orientation="vertical" />
<filter string="Current" icon="terp-check"
@@ -97,14 +97,14 @@
domain="[('state','=','cancel')]" />
<separator orientation="vertical" />
<field name="section_id"
<field name="section_id" string="Sales Team"
default="context.get('section_id', False)"
context="{'invisible_section': False}">
<filter icon="terp-personal+"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My section" />
help="My team" />
</field>
<field name="company_id">
@@ -113,7 +113,7 @@
domain="[('section_id.user_id.company_id','=',uid)]"
help="My company"/>
</field>
<field name="user_id">
<field name="user_id" string="Salesman">
<filter icon="terp-personal+" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
</field>
</group>
@@ -145,7 +145,7 @@
<separator orientation="vertical" />
<filter string="Day" icon="terp-go-today"
domain="[]" context="{'group_by':'day'}" help="Day of helpdesk requests"/>
domain="[]" context="{'group_by':'day'}" help="Date of helpdesk requests"/>
<filter string="Month" icon="terp-go-month"
domain="[]" context="{'group_by':'month'}" help="Month of helpdesk requests"/>
<filter string="Year" icon="terp-go-year"