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authorFabien Pinckaers <fp@openerp.com>2015-08-30 13:49:31 +0200
committerFabien Pinckaers <fp@openerp.com>2015-08-30 13:49:31 +0200
commitf0fa04e9f6ea15c2e84c054b40aa64b7a977fa6a (patch)
treeefd90d2957342f5f148e1d8e9b4f336558480059
parent16b0aec7b52bfb1559b77b3a818cf672a94d9fb5 (diff)
[FIX] Currency computation on partners
[FIX] CRM dashboard links and default filters [IMP] partner form view
-rw-r--r--addons/account/models/partner.py2
-rw-r--r--addons/account/views/partner_view.xml22
-rw-r--r--addons/crm/report/crm_opportunity_report_view.xml5
-rw-r--r--addons/gamification/__openerp__.py2
-rw-r--r--addons/payment/views/res_partner_view.xml10
-rw-r--r--addons/sales_team/static/src/xml/sales_team_dashboard.xml14
-rw-r--r--openerp/addons/base/res/res_partner_view.xml14
7 files changed, 37 insertions, 32 deletions
diff --git a/addons/account/models/partner.py b/addons/account/models/partner.py
index 192dd6c57fa..efb08de211b 100644
--- a/addons/account/models/partner.py
+++ b/addons/account/models/partner.py
@@ -413,7 +413,7 @@ class ResPartner(models.Model):
debit_limit = fields.Monetary('Payable Limit')
total_invoiced = fields.Monetary(compute='_invoice_total', string="Total Invoiced",
groups='account.group_account_invoice')
- currency_id = fields.Many2one('res.currency', compute='_get_company_currency', store=True, readonly=True,
+ currency_id = fields.Many2one('res.currency', compute='_get_company_currency', readonly=True,
help='Utility field to express amount currency')
contracts_count = fields.Integer(compute='_journal_item_count', string="Contracts", type='integer')
diff --git a/addons/account/views/partner_view.xml b/addons/account/views/partner_view.xml
index e77721617b8..a36c331d0db 100644
--- a/addons/account/views/partner_view.xml
+++ b/addons/account/views/partner_view.xml
@@ -101,18 +101,24 @@
attrs="{'invisible': [('customer', '=', False)]}"
context="{'search_default_partner_id': active_id,'default_partner_id': active_id}">
<div class="o_form_field o_stat_info">
- <span class="o_stat_value"><field name="total_invoiced"/></span>
+ <span class="o_stat_value"><field name="total_invoiced" widget='monetary' options="{'currency_field': 'currency_id'}"/></span>
<span class="o_stat_text">Invoiced</span>
</div>
</button>
- <button class="oe_stat_button" type="action"
- name="%(base.action_res_partner_bank_account_form)d"
- icon="fa-university"
- context="{'search_default_partner_id': active_id, 'default_partner_id': active_id}">
- <field string="Bank Accounts" name="bank_account_count" widget="statinfo"/>
- </button>
- <field name="currency_id" invisible="1"/>
</div>
+ <group name="container_row_2" position="inside">
+ <group string="Payments" name="banks">
+ <field name="currency_id" invisible="1"/>
+ <div>
+ <button type="action" class="btn-link"
+ name="%(base.action_res_partner_bank_account_form)d"
+ context="{'search_default_partner_id': active_id, 'default_partner_id': active_id}">
+ <field string="Bank account(s)" name="bank_account_count" widget="statinfo"/>
+ </button>
+ </div>
+
+ </group>
+ </group>
</field>
</record>
diff --git a/addons/crm/report/crm_opportunity_report_view.xml b/addons/crm/report/crm_opportunity_report_view.xml
index 97920febba1..cc4f45179e5 100644
--- a/addons/crm/report/crm_opportunity_report_view.xml
+++ b/addons/crm/report/crm_opportunity_report_view.xml
@@ -102,6 +102,9 @@
<filter string="Current" name="current"
domain="[('active', '=', True)]"/>
<separator/>
+ <filter string="My Opportunities" name="my"
+ domain="[('user_id', '=', uid)]"/>
+ <separator/>
<filter name="lead" string="Lead" domain="[('type','=', 'lead')]" help="Show only lead"/>
<filter name="opportunity" string="Opportunity" domain="[('type','=','opportunity')]" help="Show only opportunity"/>
<separator/>
@@ -151,7 +154,7 @@
<field name="res_model">crm.opportunity.report</field>
<field name="view_type">form</field>
<field name="view_mode">pivot,graph</field>
- <field name="context">{'search_default_opportunity': True, 'search_default_current': True, 'active_test': True}</field>
+ <field name="context">{'search_default_opportunity': True, 'search_default_current': True, 'active_test': True, 'search_default_my': True}</field>
<field name="view_ids"
eval="[(5, 0, 0),
(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot')}),
diff --git a/addons/gamification/__openerp__.py b/addons/gamification/__openerp__.py
index f38707d0014..c73a73c02d5 100644
--- a/addons/gamification/__openerp__.py
+++ b/addons/gamification/__openerp__.py
@@ -33,7 +33,7 @@ Both goals and badges are flexibles and can be adapted to a large range of modul
'data/badge.xml',
'views/gamification.xml',
],
- 'application': True,
+ 'application': False,
'auto_install': False,
'qweb': ['static/src/xml/gamification.xml'],
}
diff --git a/addons/payment/views/res_partner_view.xml b/addons/payment/views/res_partner_view.xml
index 41ac76b85a1..056656839d4 100644
--- a/addons/payment/views/res_partner_view.xml
+++ b/addons/payment/views/res_partner_view.xml
@@ -6,15 +6,13 @@
<record id="view_partners_form_payment_defaultcreditcard" model="ir.ui.view">
<field name="name">view.res.partner.form.payment.defaultcreditcard</field>
<field name="model">res.partner</field>
- <field name="inherit_id" ref="base.view_partner_form"/>
+ <field name="inherit_id" ref="account.partner_view_buttons"/>
<field name="arch" type="xml">
- <xpath expr='//div[@name="button_box"]' position="inside">
- <button type="action" class="oe_stat_button"
+ <xpath expr='//group[@name="banks"]' position="inside">
+ <button type="action" class="btn-link"
name="%(payment.payment_method_action)d"
- groups="base.group_sale_salesman"
- icon="fa-credit-card"
context="{'search_default_partner_id': active_id}">
- <field name="payment_method_count" widget="statinfo" string="Payment Methods"/>
+ <field name="payment_method_count" widget="statinfo" string="Credit card(s)"/>
</button>
</xpath>
</field>
diff --git a/addons/sales_team/static/src/xml/sales_team_dashboard.xml b/addons/sales_team/static/src/xml/sales_team_dashboard.xml
index c8e73806493..d8c8a8c7c4c 100644
--- a/addons/sales_team/static/src/xml/sales_team_dashboard.xml
+++ b/addons/sales_team/static/src/xml/sales_team_dashboard.xml
@@ -12,7 +12,8 @@
<div t-attf-class="o_left_panel #{show_demo ? 'o_demo' : ''}">
<table border="0" class="table">
<tr>
- <td class="o_highlight o_text">
+ <td class="o_text">
+ <div class="o_highlight">To do</div>
Today
</td>
<td class="o_main" title="To Calendar">
@@ -42,7 +43,7 @@
</a>
</td>
<td class="o_main" title="To Opportunities">
- <a href="#" class="o_dashboard_action" name="crm.crm_lead_opportunities">
+ <a href="#" class="o_dashboard_action" name="crm.action_your_pipeline">
<span class="o_highlight">
<t t-if="!show_demo">
<t t-esc="values['closing']['today']"/>
@@ -78,7 +79,7 @@
</a>
</td>
<td class="o_main" title="To Opportunities">
- <a href="#" class="o_dashboard_action" name="crm.crm_lead_opportunities">
+ <a href="#" class="o_dashboard_action" name="crm.action_your_pipeline">
<t t-if="!show_demo">
<t t-esc="values['closing']['next_7_days']"/>
</t>
@@ -103,7 +104,7 @@
</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.crm_lead_opportunities">
+ <a href="#" class="o_dashboard_action" name="crm.action_your_pipeline">
<t t-if="!show_demo">
<t t-esc="values['closing']['overdue']"/> overdue
</t>
@@ -119,7 +120,8 @@
<div t-attf-class="o_right_panel #{show_demo ? 'o_demo' : ''}">
<table class="table">
<tr>
- <td class="o_highlight o_text">
+ <td class="o_text">
+ <div class="o_highlight">Performance</div>
This Month
</td>
<td class="o_secondary" title="To Activity Report">
@@ -145,7 +147,7 @@
78,140.03€
</t>
</span> <br/>
- Opportunities Won
+ Won in Opportunities
</a>
</td>
<td t-if="values['invoiced']" class="o_secondary" title="To Invoice Report">
diff --git a/openerp/addons/base/res/res_partner_view.xml b/openerp/addons/base/res/res_partner_view.xml
index 109b44b8487..708c48309db 100644
--- a/openerp/addons/base/res/res_partner_view.xml
+++ b/openerp/addons/base/res/res_partner_view.xml
@@ -299,15 +299,6 @@
<field name="comment" placeholder="Internal note..."/>
</page>
<page name='sales_purchases' string="Sales &amp; Purchases">
- <group name="container_row_1">
- <group>
- <field name="ref"/>
- <field name="active"/>
- </group>
- <group>
- <field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/>
- </group>
- </group>
<group name="container_row_2">
<group string="Sale" name="sale">
<field name="customer"/>
@@ -317,6 +308,11 @@
<group string="Purchase" name="purchase">
<field name="supplier"/>
</group>
+ <group string="Misc">
+ <field name="ref"/>
+ <field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/>
+ <field name="active"/>
+ </group>
</group>
</page>
</notebook>