From f936af868dfef0042180b52f41bb31073c500963 Mon Sep 17 00:00:00 2001 From: apa Date: Fri, 25 Jun 2010 10:42:53 +0530 Subject: [PATCH 01/16] [ADD/MOD]:sale_crm,crm: Reporting/Dashboards/CRM Configuration/Connecting Dashboard. * Rename with: Revenues by stage * Use staGe instead of state * Revenues should replace the column "Nbre of case" * Leads tree should be replaced with "My Opportunities",set opportunities instead of leads * add the tree "My Quotations" with a simplified view * add a tree that print the turnover by month of the current year. bzr revid: apa@apa-20100625051253-inp6usqqgkdezh1p --- addons/crm/board_crm_view.xml | 8 +- addons/crm/report/crm_lead_report_view.xml | 6 +- addons/sale_crm/__openerp__.py | 1 + addons/sale_crm/board_sale_crm_view.xml | 94 ++++++++++++++++++++++ 4 files changed, 103 insertions(+), 6 deletions(-) create mode 100644 addons/sale_crm/board_sale_crm_view.xml diff --git a/addons/crm/board_crm_view.xml b/addons/crm/board_crm_view.xml index 69ca8e964e9..e39b0114e96 100644 --- a/addons/crm/board_crm_view.xml +++ b/addons/crm/board_crm_view.xml @@ -19,15 +19,16 @@ crm.lead form tree,form - + [('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')] + crm.meeting form tree,form - [('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')] + [('user_id','=',uid),('state','!=','cancel'),('date','ilike',time.strftime("%Y-%m"))] @@ -57,6 +58,7 @@ diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml index 5292b297c89..014a08299e2 100644 --- a/addons/crm/report/crm_lead_report_view.xml +++ b/addons/crm/report/crm_lead_report_view.xml @@ -59,9 +59,9 @@ crm.lead.report graph - - - + + + diff --git a/addons/sale_crm/__openerp__.py b/addons/sale_crm/__openerp__.py index 9464db91b6f..f293b6ee436 100644 --- a/addons/sale_crm/__openerp__.py +++ b/addons/sale_crm/__openerp__.py @@ -40,6 +40,7 @@ crm modules. 'init_xml': [], 'update_xml': ['sale_crm_wizard.xml', 'sale_crm_view.xml', + 'board_sale_crm_view.xml', 'process/sale_crm_process.xml', 'security/sale_crm_security.xml', ], diff --git a/addons/sale_crm/board_sale_crm_view.xml b/addons/sale_crm/board_sale_crm_view.xml new file mode 100644 index 00000000000..42b7cc1cd47 --- /dev/null +++ b/addons/sale_crm/board_sale_crm_view.xml @@ -0,0 +1,94 @@ + + + + + + Quotations + sale.order + form + tree,form + [('state','=','draft'),('user_id','=',uid)] + + + + + turnover.by.month.tree + account.invoice.report + tree + + + + + + + + + + turnover.by.month.graph + account.invoice.report + graph + + + + + + + + + + account.invoice.report + form + graph,tree + + [('year','ilike',time.strftime('%Y')),('user_id','=',uid)] + {'group_by_no_leaf':1,'group_by':['month']} + + + + + CRM - Dashboard Form + board.board + form + +
+ + + + + + + + + + + + + +
+
+
+
+
From b954fa03b19883c617abe31279ba3c5912025123 Mon Sep 17 00:00:00 2001 From: apa Date: Fri, 25 Jun 2010 10:57:32 +0530 Subject: [PATCH 02/16] [IMP]:crm:improved code. bzr revid: apa@apa-20100625052732-17fqd1hoacd7oehk --- addons/crm/board_crm_view.xml | 9 --------- 1 file changed, 9 deletions(-) diff --git a/addons/crm/board_crm_view.xml b/addons/crm/board_crm_view.xml index e39b0114e96..4729ab7283d 100644 --- a/addons/crm/board_crm_view.xml +++ b/addons/crm/board_crm_view.xml @@ -54,35 +54,28 @@
- - - - - - -
@@ -107,7 +100,5 @@ action="open_board_crm" sequence="1" id="menu_board_crm" icon="terp-graph"/> - - From 30cd371bd2f26d78a981d28700b8f7079ca8f698 Mon Sep 17 00:00:00 2001 From: "Vir (Open ERP)" Date: Fri, 25 Jun 2010 13:15:55 +0530 Subject: [PATCH 03/16] [MOD] CRM : added crm object histroy tab in partner view bzr revid: vir@tinyerp.com-20100625074555-hq7kdfuvhcjsx9xz --- addons/crm/res_partner_view.xml | 112 ++++++++++++++++---------------- 1 file changed, 56 insertions(+), 56 deletions(-) diff --git a/addons/crm/res_partner_view.xml b/addons/crm/res_partner_view.xml index 769cb5d5c81..d5bd5c1a3e9 100644 --- a/addons/crm/res_partner_view.xml +++ b/addons/crm/res_partner_view.xml @@ -4,62 +4,62 @@ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - + + res.partner.crm.info.inherit + res.partner + form + + + + + + + + + + + + + + + + + + + + +