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[IMP]: crm: Improvement in CRM board

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bzr revid: rpa@tinyerp.com-20100709135454-luvi5bo1bax0fhzw
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rpa (Open ERP)
2010-07-09 19:24:54 +05:30
parent 6ad5e67930
commit 5ecfa4d758
1 changed files with 27 additions and 12 deletions
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addons/crm/board_crm_view.xml
+27 -12
View File
@@ -4,23 +4,38 @@
<record model="board.note.type" id="note_crm_type">
<field name="name">CRM Configuration</field>
</record>
<record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
<field name="name">crm.opportunity.user.graph1</field>
<field name="model">crm.lead.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Opportunities by User and Section" type="pie">
<field name="state"/>
<graph string="Opportunities by User and Section" type="bar">
<field name="stage_id"/>
<field name="nbr" operator="+"/>
<field name="user_id" group="True"/>
</graph>
</field>
</record>
<record model="ir.actions.act_window" id="act_my_leads">
<record id="view_report_crm_oppor_graph" model="ir.ui.view">
<field name="name">crm.lead.report.graph</field>
<field name="model">crm.lead.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="vertical" string="Opportunity Analysis" type="bar">
<field name="stage_id"/>
<field name="planned_revenue" operator="+"/>
</graph>
</field>
</record>
<record model="ir.actions.act_window" id="act_my_oppor">
<field name="res_model">crm.lead</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
<field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
</record>
<record model="ir.actions.act_window" id="act_my_meetings">
@@ -31,12 +46,12 @@
<field name="domain">[('user_id','=',uid),('state','!=','cancel'),('date','ilike',time.strftime("%Y-%m"))]</field>
</record>
<record model="ir.actions.act_window" id="act_my_leads_stage">
<record model="ir.actions.act_window" id="act_my_oppor_stage">
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_report_crm_lead_graph"/>
<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
<field name="view_id" ref="view_report_crm_oppor_graph"/>
<field name="domain">['&amp;', ('user_id','=',uid), '!' , '&amp;', ('state', '=', 'done'), ('date_closed','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
</record>
<record model="ir.actions.act_window" id="act_sales_pipeline">
@@ -44,7 +59,7 @@
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_opportunity_user_graph1"/>
<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel'),('type', '=', 'opportunity')]</field>
<field name="domain">['&amp;', ('state', '=', 'done') , '&amp;', ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</field>
</record>
<record model="ir.ui.view" id="board_crm_form">
@@ -56,8 +71,8 @@
<hpaned>
<child1>
<action
string="My Opportunities"
name="%(act_my_leads)d"
string="My Open Opportunities"
name="%(act_my_oppor)d"
colspan="4"
height="150"
width="510"/>
@@ -70,10 +85,10 @@
<child2>
<action
string="Revenues by stage"
name="%(act_my_leads_stage)d"
name="%(act_my_oppor_stage)d"
colspan="4"/>
<action
string="My Sales Pipeline"
string="Win/Lost Ratio for the last Year"
name="%(act_sales_pipeline)d"
colspan="4"/>
</child2>