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

[IMP] crm: add and remove some filters in crm

Browse Source 
- Removed 'Leads By Salesperson', 'Team Activities' filters in Pipeline Analysis.
- Renamed 'Opportunities Won Per Team' to 'Won by Channel'.
- Added Opport to Closed Today, This Week, This Month filters in Pipeline.
- Renamed 'Expected Revenue by Team' to 'Expected Revenue by Channel'.
- Renamed 'Won By Country' to 'Won by Country'
This commit is contained in:
Haresh Shyara
2017-10-20 09:57:20 +02:00
committed by Richard Mathot
parent 2e038cc6bd
commit aabc1445ab
2 changed files with 18 additions and 15 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/report/crm_opportunity_report_views.xml
+3 -15
View File
@@ -58,37 +58,25 @@
<field name="context">{'group_by': ['date_closed:month'],'col_group_by': ['create_date:month'], 'measures': ['__count']}</field>
</record>
<record id="filter_opportunity_opportunities_won_per_team" model="ir.filters">
<field name="name">Opportunities Won Per Team</field>
<field name="name">Won by Channel</field>
<field name="model_id">crm.opportunity.report</field>
<field name="domain">[('probability', '=', 100)]</field>
<field name="user_id" eval="False"/>
<field name="context">{'group_by': ['team_id'], 'col_group_by': ['date_last_stage_update:month'], 'measures': ['expected revenue']}</field>
</record>
<record id="filter_opportunity_salesperson" model="ir.filters">
<field name="name">Leads By Salespersons</field>
<field name="model_id">crm.opportunity.report</field>
<field name="user_id" eval="False"/>
<field name="context">{'col_group_by': ['create_date:month'], 'group_by': ['user_id'], 'measures': ['__count']}</field>
</record>
<record id="filter_opportunity_country" model="ir.filters">
<field name="name">Won By Country</field>
<field name="name">Won by Country</field>
<field name="model_id">crm.opportunity.report</field>
<field name="user_id" eval="False"/>
<field name="domain">[('probability', '=', 100)]</field>
<field name="context">{'col_group_by': ['create_date:month'], 'group_by': ['country_id']}</field>
</record>
<record id="filter_opportunity_expected_revenue" model="ir.filters">
<field name="name">Expected Revenue by Team</field>
<field name="name">Expected Revenue by Channel</field>
<field name="model_id">crm.opportunity.report</field>
<field name="user_id" eval="False"/>
<field name="context">{'group_by': ['create_date:month', 'team_id'], 'measures': ['expected_revenue', '__count']}</field>
</record>
<record id="ir_filters_crm_opportunity_report_next_action" model="ir.filters">
<field name="name">Team Activities</field>
<field name="model_id">crm.opportunity.report</field>
<field name="user_id" eval="False"/>
<field name="context">{'group_by': ['team_id'], 'measures': ['nbr_activities']}</field>
</record>
<!-- Opportunities by user and team Search View -->
<record id="crm_opportunity_report_view_search" model="ir.ui.view">
addons/crm/views/crm_lead_views.xml
+15
View File
@@ -642,6 +642,21 @@
<filter string="Overdue Opportunities" name="overdue_opp"
domain="[('date_deadline', '&lt;', context_today().strftime('%Y-%m-%d'))]"
help="Show all opportunities with a deadline for which the next action date is before today"/>
<filter string="To Close Today" name="close_today"
domain="[('date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
<filter string="To Close This Week" name="close_this_week"
domain="[
'&amp;',
('date_deadline', '&gt;=', (context_today() + relativedelta(weeks=-1,days=1,weekday=0)).strftime('%Y-%m-%d')),
('date_deadline', '&lt;=', (context_today() + relativedelta(weekday=6)).strftime('%Y-%m-%d')),
]"/>
<filter string="To Close This Month" name="close_this_month"
domain="[
'&amp;',
('date_deadline', '&gt;=', (context_today() + relativedelta(day=1)).strftime('%Y-%m-%d')),
('date_deadline', '&lt;=', (context_today() + relativedelta(months=1, day=1, days=-1)).strftime('%Y-%m-%d')),
]"/>
<separator/>
<filter string="Lost" name="lost" domain="[('active', '=', False)]"/>
<filter string="Won" name="won"