From f936af868dfef0042180b52f41bb31073c500963 Mon Sep 17 00:00:00 2001
From: apa <apa@apa>
Date: Fri, 25 Jun 2010 10:42:53 +0530
Subject: [PATCH] [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 @@
 			<field name="res_model">crm.lead</field>
 			<field name="view_type">form</field>
 			<field name="view_mode">tree,form</field>
-			<field name="view_id" ref="crm.crm_case_tree_view_leads"/>
+			<field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
             <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
 		</record>
+
 		<record model="ir.actions.act_window" id="act_my_meetings">
 			<field name="res_model">crm.meeting</field>
 			<field name="view_type">form</field>
 			<field name="view_mode">tree,form</field>
 			<field name="view_id" ref="crm.crm_case_tree_view_meet"/>
-			<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
+            <field name="domain">[('user_id','=',uid),('state','!=','cancel'),('date','ilike',time.strftime("%Y-%m"))]</field>
 		</record>
 
 		<record model="ir.actions.act_window" id="act_my_leads_stage">
@@ -57,6 +58,7 @@
 						<child1>
 
 							<action
+								string="My Opportunities"
 								name="%(act_my_leads)d"
 								colspan="4"
 								height="150"
@@ -72,7 +74,7 @@
 
 						<child2>
 							<action
-                                string="My Leads By Stage"
+                                string="Revenues by stage"
                                 name="%(act_my_leads_stage)d"
                                 colspan="4"/>
 
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 @@
             <field name="model">crm.lead.report</field>
             <field name="type">graph</field>
             <field name="arch" type="xml">
-                <graph orientation="horizontal" string="Leads Analysis" type="bar">
-                    <field name="state"/>
-                    <field name="nbr" operator="+"/>
+                <graph orientation="vertical" string="Leads Analysis" type="bar">
+                    <field name="stage_id"/>
+                    <field name="planned_revenue" operator="+"/>
                     <field group="True" name="user_id"/>
                 </graph>
             </field>
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 @@
+<?xml version="1.0"?>
+<openerp>
+	<data>
+
+		<record id="action_quotation_for_sale_crm" model="ir.actions.act_window">
+	        <field name="name">Quotations</field>
+	        <field name="res_model">sale.order</field>
+	        <field name="view_type">form</field>
+	        <field name="view_mode">tree,form</field>
+	        <field name="domain">[('state','=','draft'),('user_id','=',uid)]</field>
+	   		<field name="view_id" ref="sale.view_order_tree"/>
+    	</record>
+
+    	<record id="view_turnover_by_month_tree" model="ir.ui.view">
+	        <field name="name">turnover.by.month.tree</field>
+	        <field name="model">account.invoice.report</field>
+	        <field name="type">tree</field>
+	        <field name="arch" type="xml">
+	            <tree string="Turnover By Months">
+	                <field name="month"/>
+	                <field name="price_total"/>
+	            </tree>
+	        </field>
+	    </record>
+
+	    <record id="view_turnover_by_month_graph" model="ir.ui.view">
+	        <field name="name">turnover.by.month.graph</field>
+	        <field name="model">account.invoice.report</field>
+	        <field name="type">graph</field>
+	        <field name="arch" type="xml">
+	            <graph string="Turnover By Months" type="bar">
+	                <field name="month"/>
+	                <field name="price_total" operator="+"/>
+	            </graph>
+	        </field>
+	    </record>
+
+		<record model="ir.actions.act_window" id="action_turnover_by_month">
+			<field name="res_model">account.invoice.report</field>
+			<field name="view_type">form</field>
+			<field name="view_mode">graph,tree</field>
+			<field name="view_id" ref="view_turnover_by_month_tree"/>
+			<field name="domain">[('year','ilike',time.strftime('%Y')),('user_id','=',uid)]</field>
+			<field name="context">{'group_by_no_leaf':1,'group_by':['month']}</field>
+        	<field name="search_view_id" ref="account.view_account_invoice_report_search"/>
+         </record>
+
+		<record model="ir.ui.view" id="crm.board_crm_form">
+			<field name="name">CRM - Dashboard Form</field>
+			<field name="model">board.board</field>
+			<field name="type">form</field>
+			<field name="arch" type="xml">
+				<form string="Connecting Dashboard">
+					<hpaned>
+						<child1>
+							<action
+								string="My Opportunities"
+								name="%(crm.act_my_leads)d"
+								colspan="4"
+								height="150"
+								width="510"/>
+
+							<action
+								string="My Meetings"
+								name="%(crm.act_my_meetings)d"
+								height="150"
+								colspan="4"/>
+							<action
+								string="My Quotations"
+								name="%(action_quotation_for_sale_crm)d"
+								colspan="4"
+								height="150"
+								width="510"/>
+						</child1>
+						<child2>
+							<action
+                                string="Revenues by stage"
+                                name="%(crm.act_my_leads_stage)d"
+                                colspan="4"/>
+                            <action
+                                string="My Sales Pipeline"
+                                name="%(crm.act_sales_pipeline)d"
+                                colspan="4"/>
+                             <action
+                                string="Turnover By Months"
+                                name="%(action_turnover_by_month)d"
+                                colspan="4"/>
+                        </child2>
+                    </hpaned>
+                </form>
+            </field>
+        </record>
+    </data>
+</openerp>