pengyuthon/odoo_source
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[IMP] crm:-useability improvements in Leads Analysis and Opportunities Analysis

Browse Source 
bzr revid: mtr@mtr-20100921134736-6udg87kazch8rcu7
This commit is contained in:
mtr
2010-09-21 19:17:36 +05:30
parent 5490c9769a
commit 500cc0088e
1 changed files with 25 additions and 22 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/report/crm_lead_report_view.xml
+25 -22
View File
@@ -9,7 +9,7 @@
<field name="model">crm.lead.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree colors="blue:state in ('draft');black:state in ('open','pending','done');gray:state in ('cancel') " string="Leads Analysis">
<tree string="Leads Analysis">
<field name="name" invisible="1"/>
<field name="state" invisible="1"/>
<field name="stage_id" invisible="1"/>
@@ -21,12 +21,12 @@
<field name="user_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="country_id" invisible="1"/>
<field name="day" invisible="1"/>
<field name="nbr" sum="# Leads"/>
<field name="email" sum="# Mails"/>
<field name="delay_open"/>
<field name="delay_close"/>
<field name="delay_expected"/>
<field name="avg_answers"/>
</tree>
</field>
@@ -69,31 +69,35 @@
<field name="arch" type="xml">
<search string="Leads Analysis">
<group col="20" colspan="8">
<filter string="Last 365 Days" icon="terp-go-year"
domain="[('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
<filter string="Last 30 Days" icon="terp-go-month" name="this_month"
domain="[('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
<filter icon="terp-go-week" string="7 Days" separator="1"
domain="[('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
<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"/>
<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"
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"/>
<separator orientation="vertical" />
<filter icon="terp-check"
string="Current"
domain="[('state','in',('draft','open'))]"/>
<filter icon="terp-check"
<filter icon="gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"/>
<filter icon="terp-check"
<filter icon="terp-dialog-close"
string="Closed"
domain="[('state','=','done')]"/>
<separator orientation="vertical" />
<field name="section_id"
default="context.get('section_id', False)"
widget="selection"
context="{'invisible_section': False}">
<filter icon="terp-crm"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My section" />
help="My team" />
</field>
<field name="user_id">
<filter icon="terp-personal+" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
@@ -101,20 +105,19 @@
</group>
<newline/>
<group expand="1" string="Group By...">
<filter string="User" name="user" icon="terp-personal"
<filter string="Salesman" name="user" icon="terp-personal"
domain="[]" context="{'group_by':'user_id'}" />
<filter string="Sales Team" icon="terp-personal+"
domain="[]"
context="{'group_by':'section_id'}" />
<filter string="Partner" icon="terp-personal" context="{'group_by':'partner_id'}" />
<filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
<separator orientation="vertical" />
<filter string="Section" icon="terp-personal+"
domain="[]"
context="{'group_by':'section_id'}" />
<filter string="Category" icon="terp-stock_symbol-selection"
domain="[]" context="{'group_by':'categ_id'}" />
<separator orientation="vertical" />
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
<separator orientation="vertical"/>
<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
<filter string="Category" icon="terp-stock_symbol-selection"
domain="[]" context="{'group_by':'categ_id'}" />
<separator orientation="vertical" />
<filter string="State" icon="terp-stock_effects-object-colorize"
domain="[]" context="{'group_by':'state'}" />
@@ -124,11 +127,11 @@
context="{'group_by':'company_id'}" />
<separator orientation="vertical" />
<filter string="Day" icon="terp-go-today"
domain="[]" context="{'group_by':'day'}"/>
domain="[]" context="{'group_by':'day'}" help="Day on which lead/opportunity is created"/>
<filter string="Month" icon="terp-go-month"
domain="[]" context="{'group_by':'month'}" />
domain="[]" context="{'group_by':'month'}" help="Month in which lead/opportunity is created"/>
<filter string="Year" icon="terp-go-year"
domain="[]" context="{'group_by':'name'}" />
domain="[]" context="{'group_by':'name'}" help="Year in which lead/opportunity is created"/>
</group>
<newline/>
<group expand="0" string="Extended Filters..." groups="base.group_extended">