diff options
| author | Haresh Shyara <hsh@odoo.com> | 2017-10-19 15:33:51 +0200 |
|---|---|---|
| committer | Richard Mathot <rim@odoo.com> | 2017-10-20 09:57:20 +0200 |
| commit | aabc1445abc2325a87917cfb7ffc4eaba537227f (patch) | |
| tree | 215d7c3ba1755d0b350426d978544181c4d0ccf7 /addons/crm | |
| parent | 2e038cc6bd50fdf51eaa3e3788feb524145cf36d (diff) | |
[IMP] crm: add and remove some filters in crm
- 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'
Diffstat (limited to 'addons/crm')
| -rw-r--r-- | addons/crm/report/crm_opportunity_report_views.xml | 18 | ||||
| -rw-r--r-- | addons/crm/views/crm_lead_views.xml | 15 |
2 files changed, 18 insertions, 15 deletions
diff --git a/addons/crm/report/crm_opportunity_report_views.xml b/addons/crm/report/crm_opportunity_report_views.xml index 36312e6cec7..6728604b8d8 100644 --- a/addons/crm/report/crm_opportunity_report_views.xml +++ b/addons/crm/report/crm_opportunity_report_views.xml @@ -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"> diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml index 9df981d08d9..60e7c350c70 100644 --- a/addons/crm/views/crm_lead_views.xml +++ b/addons/crm/views/crm_lead_views.xml @@ -642,6 +642,21 @@ <filter string="Overdue Opportunities" name="overdue_opp" domain="[('date_deadline', '<', 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="[ + '&', + ('date_deadline', '>=', (context_today() + relativedelta(weeks=-1,days=1,weekday=0)).strftime('%Y-%m-%d')), + ('date_deadline', '<=', (context_today() + relativedelta(weekday=6)).strftime('%Y-%m-%d')), + ]"/> + <filter string="To Close This Month" name="close_this_month" + domain="[ + '&', + ('date_deadline', '>=', (context_today() + relativedelta(day=1)).strftime('%Y-%m-%d')), + ('date_deadline', '<=', (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" |
