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[IMP] crm: add month filters for pipeline analysis

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For pipeline analysis(crm.opportunity.report) add this month and last month
filters in search view and set appropriate default filter on dashboard actions.
This commit is contained in:
Ravi Gadhia
2016-11-02 15:16:54 +01:00
committed by Denis Vermylen (dve)
parent 0932a95115
commit ec3372567e
2 changed files with 7 additions and 2 deletions
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addons/crm/report/crm_opportunity_report_views.xml
+3
View File
@@ -109,6 +109,9 @@
<field name="team_id" context="{'invisible_team': False}"/>
<field name="user_id" string="Salesperson"/>
<separator/>
<filter string="This Month" name="this_month" domain="[('date_closed', '&gt;=', context_today().strftime('%%Y-%%m-01'))]"/>
<filter string="Last Month" name="last_month" domain="['&amp;', ('date_closed', '&gt;=', (context_today() - relativedelta(months=1)).strftime('%%Y-%%m-01')), ('date_closed', '&lt;', context_today().strftime('%%Y-%%m-01'))]"/>
<separator/>
<filter string="Current" name="current" domain="[('active', '=', True)]"/>
<filter string="Archived" name="archived" domain="[('active', '=', False)]"/>
<group expand="0" string="Extended Filters">
addons/sales_team/static/src/xml/sales_team_dashboard.xml
+4 -2
View File
@@ -116,7 +116,8 @@
</a>
</td>
<td t-attf-class="#{values and values['won']['target'] and values['won']['this_month'] >= values['won']['target'] ? 'o_main' : 'o_secondary'}" title="To Opportunity Report">
<a href="#" class="o_dashboard_action" name="crm.crm_opportunity_report_action_graph" data-context="{'search_default_won':'1'}">
<a href="#" class="o_dashboard_action" name="crm.crm_opportunity_report_action_graph"
data-context="{'search_default_won':'1', 'search_default_this_month': '1'}">
<span class="o_highlight">
<t t-if="!show_demo">
<t t-esc="widget.render_monetary_field(values['won']['this_month'], values['currency_id'])"/>
@@ -192,7 +193,8 @@
</a>
</td>
<td class="o_secondary" title="To Opportunity Report">
<a href="#" class="o_dashboard_action" name="crm.crm_opportunity_report_action_graph" data-context="{'search_default_won':'1'}">
<a href="#" class="o_dashboard_action" name="crm.crm_opportunity_report_action_graph"
data-context="{'search_default_won':'1', 'search_default_last_month':'1'}">
<t t-esc="widget.render_monetary_field(values['won']['last_month'], values['currency_id'])"/>
</a>
</td>