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authorHaresh Shyara <hsh@odoo.com>2017-10-19 15:33:51 +0200
committerRichard Mathot <rim@odoo.com>2017-10-20 09:57:20 +0200
commitaabc1445abc2325a87917cfb7ffc4eaba537227f (patch)
tree215d7c3ba1755d0b350426d978544181c4d0ccf7 /addons/crm
parent2e038cc6bd50fdf51eaa3e3788feb524145cf36d (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.xml18
-rw-r--r--addons/crm/views/crm_lead_views.xml15
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', '&lt;', 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="[
+ '&amp;',
+ ('date_deadline', '&gt;=', (context_today() + relativedelta(weeks=-1,days=1,weekday=0)).strftime('%Y-%m-%d')),
+ ('date_deadline', '&lt;=', (context_today() + relativedelta(weekday=6)).strftime('%Y-%m-%d')),
+ ]"/>
+ <filter string="To Close This Month" name="close_this_month"
+ domain="[
+ '&amp;',
+ ('date_deadline', '&gt;=', (context_today() + relativedelta(day=1)).strftime('%Y-%m-%d')),
+ ('date_deadline', '&lt;=', (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"