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[FIX] sales_team, crm: expected closing

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On the CRM dashboard, the shortcut 'exp. closing' is the same than the
'overdue' shortcut. However, the number of opportunities in these
categories is computed differently (see method
`retrieve_sales_dashboard`).

We introduce a new filter "Overdue Opportunities" which reflects this
difference.

Backport of 9d2f48dc7f

opw-704173
opw-751165
This commit is contained in:
Nicolas Martinelli
2017-07-13 08:34:20 +02:00
parent 4001aaf2c4
commit b1b8392591
3 changed files with 6 additions and 1 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/crm_lead_view.xml
+3
View File
@@ -633,6 +633,9 @@
]"/>
<filter string="Overdue Activities" name="overdue"
domain="[('date_action', '&lt;', context_today().strftime('%Y-%m-%d'))]"/>
<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"/>
<separator/>
<filter string="Follow-up" name="follow_up"
domain="[('date_action', '&lt;=', context_today().strftime('%Y-%m-%d') )]"
addons/sales_team/static/src/js/sales_team_dashboard.js
+2
View File
@@ -67,6 +67,8 @@ var SalesTeamDashboardView = KanbanView.extend({
} else if (action_name === 'crm.action_your_pipeline') {
if (action_extra === 'overdue') {
additional_context['search_default_overdue'] = 1;
} else if (action_extra === 'overdue_opp') {
additional_context['search_default_overdue_opp'] = 1;
}
} else if (action_name === 'crm.crm_opportunity_report_action_graph') {
additional_context['search_default_won'] = 1;
addons/sales_team/static/src/xml/sales_team_dashboard.xml
+1 -1
View File
@@ -84,7 +84,7 @@
</a>
</td>
<td t-if="show_demo or (values and values['closing']['overdue'] != 0)" class="o_warning" title="To Opportunities">
<a href="#" class="o_dashboard_action" name="crm.action_your_pipeline" data-extra="overdue">
<a href="#" class="o_dashboard_action" name="crm.action_your_pipeline" data-extra="overdue_opp">
<t t-if="!show_demo">
<t t-esc="values['closing']['overdue']"/> exp. closing
</t>