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[IMP] salesteams: view

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bzr revid: chm@openerp.com-20130521111717-m38hgfi2sevhzy5h
This commit is contained in:
Christophe Matthieu
2013-05-21 13:17:17 +02:00
parent 7e080f9136
commit 7e901f89ba
3 changed files with 12 additions and 22 deletions
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addons/crm/crm.py
+1 -1
View File
@@ -191,7 +191,7 @@ class crm_case_section(osv.osv):
help="The first contact you get with a potential customer is a lead you qualify before converting it into a real business opportunity. Check this box to manage leads in this sales team."),
'target_duration': fields.selection([("monthly", "Monthly"), ("quarterly", "Quarterly"), ("semesterly", "Semesterly"), ("annually", "Annually")],
string='Report Duration View', required=True),
string='Report Duration', required=True),
'target_duration_txt': fields.function(_get_target_duration_txt,
string='Duration',
type="string", readonly=True),
addons/crm/crm_case_section_view.xml
+6 -11
View File
@@ -99,8 +99,8 @@
<small><span class="oe_e" style="float: none;">%%</span><t t-raw="record.alias_id.raw_value[1]"/></small>
</div>
<div class="oe_items_list">
<div class="oe_salesteams_leads">
<a t-if="record.use_leads.raw_value" name="%(crm_case_form_view_salesteams_lead)d" type="action">Leads</a>
<div class="oe_salesteams_leads" t-if="record.use_leads.raw_value">
<a name="%(crm_case_form_view_salesteams_lead)d" type="action">Leads</a>
<a name="%(action_report_crm_lead)d" type="action" class="oe_sparkline_bar_link"><field name="open_lead_per_duration" widget="sparkline_bar">Number of opening leads per duration.<br/>(last one is <t t-esc="record.target_duration_txt.value"/>).<br/>Click to see a detailed analysis of leads.</field></a>
</div><div class="oe_salesteams_opportunities">
<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">Opportunities</a>
@@ -161,9 +161,9 @@
<form string="Sales Team" version="7.0">
<sheet>
<div class="oe_title">
<label for="name" class="oe_edit_only" string="Project Name"/>
<label for="name" class="oe_edit_only" string="Sales team"/>
<h1>
<field name="name" string="Project Name"/>
<field name="name" string="Sales team"/>
</h1>
<div name="group_alias"
attrs="{'invisible': [('alias_domain', '=', False)]}">
@@ -183,12 +183,11 @@
<group>
<group>
<field name="parent_id"/>
<field name="resource_calendar_id"/>
<field name="active"/>
</group>
<group>
<field name="user_id"/>
<field name="code"/>
<field name="change_responsible"/>
</group>
<group colspan="4" col="2">
<field name="target_duration" widget="radio"/>
@@ -198,11 +197,7 @@
</group>
</group>
<notebook colspan="4">
<page string="Sales Team">
<group>
<field name="change_responsible"/>
</group>
<separator string="Team Members"/>
<page string="Team Members">
<field name="member_ids" widget="many2many_kanban">
<kanban quick_create="false" create="true">
<field name="name"/>
addons/sale_crm/sale_crm_view.xml
+5 -10
View File
@@ -232,22 +232,17 @@
<field name="forecast"/>
<field name="target_invoice"/>
</xpath>
<xpath expr="//div[@class='oe_salesteams_leads']" position="after">
<div class="oe_salesteams_orders">
<xpath expr="//div[@class='oe_salesteams_leads']" position="after"><div class="oe_salesteams_orders">
<a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
<a name="%(sale.action_order_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="validate_saleorder_per_duration" widget="sparkline_bar">Revenue of confirmed sales orders per <t t-esc="record.target_duration_txt.value"/>).<br/>Click the acces to Sales Analysis</field></a>
</div>
</xpath>
<xpath expr="//div[@class='oe_salesteams_opportunities']" position="after">
<div class="oe_salesteams_invoices">
</div></xpath>
<xpath expr="//div[@class='oe_salesteams_opportunities']" position="after"><div class="oe_salesteams_invoices">
<a name="%(action_invoice_salesteams)d" type="action" groups="account.group_account_invoice">Invoices</a>
<a name="%(account.action_account_invoice_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="sent_invoice_per_duration" widget="sparkline_bar">Revenue of sent invoices per <t t-esc="record.target_duration_txt.value"/>.<br/>Click to see a detailed analysis of invoices.</field></a>
</div>
<div class="oe_salesteams_quotations">
</div><div class="oe_salesteams_quotations">
<a name="%(action_quotations_salesteams)d" type="action" class="oe_sparkline_bar_link">Quotations</a>
<a name="%(sale.action_order_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="created_quotation_per_duration" widget="sparkline_bar">Revenue of created quotation per <t t-esc="record.target_duration_txt.value"/>.<br/>Click to see a detailed analysis of sales.</field></a>
</div>
</xpath>
</div></xpath>
<xpath expr="//div[@class='oe_items_list']" position="after">
<div class="oe_center" t-if="record.target_invoice.raw_value">
<field name="sent_invoice_per_duration" widget="gage" style="width:160px; height: 120px;" options="{'max_field': 'target_invoice', 'label_field': 'target_duration_txt'}">Invoiced</field>