diff --git a/addons/crm/board_crm_view.xml b/addons/crm/board_crm_view.xml
index fd6b95d81f9..9262b3138a0 100644
--- a/addons/crm/board_crm_view.xml
+++ b/addons/crm/board_crm_view.xml
@@ -8,106 +8,58 @@
tree
+
+
-
+
+
+
- My Open Opportunities
+ My Opportunities
crm.lead
form
tree,form
- [('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]
+ [('user_id','=',uid),('type', '=', 'opportunity')]
{'default_user_id': uid, 'default_type': 'opportunity'}
-
-
- tree
-
-
-
-
-
- form
-
-
-
-
-
- crm.lead.report.graph
- crm.lead.report
- graph
+
+
+
+ Leads
+ crm.lead
+ tree
-
+
+
+
+
+
+
-
-
+
+
+
-
- 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
-
-
-
-
-
- CRM
- board.board
- form
- form
- menu
-
+
+
+
+ New Lead
+ crm.lead
+ tree
+
-
- 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
@@ -118,7 +70,9 @@
-
+
+
+
Opportunities By Stage
crm.lead.report
@@ -128,29 +82,43 @@
[('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')]
+ [('state','!=','cancel'),('opening_date','>',datetime.date.today().strftime("%Y-%m-%d"))]
{'search_default_Stage':1}
-
+
+
+
+ Meetings
+ crm.meeting
+ calendar,tree,form,gantt
+
+ {"calendar_default_user_id":uid}
+ [('state','=','open'),('date','>',datetime.date.today().strftime("%Y-%m-%d %H:%M:%S"))]
+
+
+
CRM - Statistical Dashboard Form
board.board
@@ -159,29 +127,36 @@
+
+
- CRM Manager
+ CRM Dashboard
board.board
form
form
menu
+
+
+
diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py
index 82bc50eafea..af65474ef4b 100644
--- a/addons/crm/crm_lead.py
+++ b/addons/crm/crm_lead.py
@@ -669,7 +669,7 @@ class crm_lead(base_stage, osv.osv):
def _send_mail_to_salesman(self, cr, uid, lead, context=None):
"""
- Send mail to salesman with updated Lead details.
+ Send mail to salesman with updated Lead details.`
@ lead: browse record of 'crm.lead' object.
"""
#TOFIX: mail template should be used here instead of fix subject, body text.
diff --git a/addons/crm/crm_lead_menu.xml b/addons/crm/crm_lead_menu.xml
index 02fc3369041..03e5a15feff 100644
--- a/addons/crm/crm_lead_menu.xml
+++ b/addons/crm/crm_lead_menu.xml
@@ -87,7 +87,6 @@ You and your team(s) will be able to plan meetings and phone calls from opportun
-
form
diff --git a/addons/crm/crm_meeting_menu.xml b/addons/crm/crm_meeting_menu.xml
index 7c0b2f6cfa4..e68abc5e32f 100644
--- a/addons/crm/crm_meeting_menu.xml
+++ b/addons/crm/crm_meeting_menu.xml
@@ -9,7 +9,7 @@
src_model="res.partner"
view_mode="calendar,tree,form,gantt"
context="{'search_default_partner_id': active_id, 'default_duration': 4.0}"
- domain="[('partner_id', '=', active_id)]"
+ domain="[('partner_id', '=', active_id) ]"
/>