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[IMP] CRM dashboard 

bzr revid: fp@tinyerp.com-20111211110000-24cxltrviehblig0
This commit is contained in:
Fabien Pinckaers 2011-12-11 12:00:00 +01:00
parent 314f15e363
commit a6fe76ed65
1 changed files with 1 additions and 12 deletions
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13
addons/crm/board_crm_view.xml
View File

@ -99,19 +99,10 @@
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_report_crm_oppor_graph"/>
<field name="domain">['&amp;', '&amp;', ('user_id','=',uid), ('type', '=', 'opportunity'), '!' , '&amp;', ('state', '=', 'done'), ('date_closed','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
<field name="domain">[('user_id','=',uid), ('type', '=', 'opportunity'), ('state','in',('draft','open','done','pending')), '!', '&amp;', ('state', '=', 'done'), ('date_closed','&gt;=',datetime.date.today().strftime('%Y-%m-01'))]</field>
<field name="context">{'search_default_Stage':1}</field>
</record>
<record model="ir.actions.act_window" id="act_sales_pipeline">
<field name="name">My Win/Lost Ratio for The Last Year</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_opportunity_user_graph1"/>
<field name="domain">['&amp;', ('user_id', '=', uid),'&amp;', ('state', '=', 'done') , '&amp;', ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</field>
</record>
<record model="ir.ui.view" id="board_crm_form">
<field name="name">Sales Dashboard Form</field>
<field name="model">board.board</field>
@ -129,8 +120,6 @@
<column>
<action string="My Planned Revenues by Stage"
name="%(act_my_oppor_stage)d"/>
<action string="My Win/Lost Ratio"
name="%(act_sales_pipeline)d"/>
</column>
</board>
</form>