From de5366ac33ea789ea9d06ad448054a97040b2bd7 Mon Sep 17 00:00:00 2001
From: Martin Geubelle <mge@odoo.com>
Date: Fri, 19 Jun 2015 13:28:09 +0200
Subject: [PATCH] [ADD] sales_team: new sales dashboard with figures
A new view type has been created : sales_dashboard.
It is used to display some figure in the sales_team_dashboard.
Also added in this commit : 3 fields on res.users to fix sales target
- target of won opportunities
- target of activities done
- target of invoiced sale orders
---
addons/crm/__init__.py | 1 +
addons/crm/crm_lead.py | 137 +++++++++-
addons/crm/res_users.py | 13 +
.../crm/static/src/js/sales_team_dashboard.js | 15 ++
addons/crm/views/crm.xml | 3 +
addons/sale_crm/__init__.py | 1 +
addons/sale_crm/crm_lead.py | 30 ++-
addons/sale_crm/res_users.py | 12 +
addons/sales_team/__openerp__.py | 3 +
addons/sales_team/sales_team.xml | 4 +-
addons/sales_team/sales_team_dashboard.xml | 16 +-
.../static/src/js/sales_team_dashboard.js | 126 +++++++++
.../static/src/less/sales_team_dashboard.less | 114 +++++++++
.../static/src/xml/sales_team_dashboard.xml | 242 ++++++++++++++++++
openerp/addons/base/ir/ir_ui_view.py | 1 +
15 files changed, 711 insertions(+), 7 deletions(-)
create mode 100644 addons/crm/res_users.py
create mode 100644 addons/crm/static/src/js/sales_team_dashboard.js
create mode 100644 addons/sale_crm/res_users.py
create mode 100644 addons/sales_team/static/src/js/sales_team_dashboard.js
create mode 100644 addons/sales_team/static/src/less/sales_team_dashboard.less
create mode 100644 addons/sales_team/static/src/xml/sales_team_dashboard.xml
diff --git a/addons/crm/__init__.py b/addons/crm/__init__.py
index e9a8b62b2da3..927f765e8156 100644
--- a/addons/crm/__init__.py
+++ b/addons/crm/__init__.py
@@ -1,6 +1,7 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
+import res_users
import crm_stage
import crm_lead
import sales_team
diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py
index c23619393656..4f38d41e9337 100644
--- a/addons/crm/crm_lead.py
+++ b/addons/crm/crm_lead.py
@@ -1,7 +1,8 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
-from datetime import datetime, timedelta
+from datetime import datetime, timedelta, date
+from dateutil.relativedelta import relativedelta
import logging
from operator import itemgetter
@@ -1036,6 +1037,140 @@ Update your business card, phone book, social media,... Send an email right now
break
return res
+ def retrieve_sales_dashboard(self, cr, uid, context=None):
+
+ res = {
+ 'meeting': {
+ 'today': 0,
+ 'next_7_days': 0,
+ },
+ 'activity': {
+ 'today': 0,
+ 'overdue': 0,
+ 'next_7_days': 0,
+ },
+ 'closing': {
+ 'today': 0,
+ 'overdue': 0,
+ 'next_7_days': 0,
+ },
+ 'done': {
+ 'this_month': 0,
+ 'last_month': 0,
+ },
+ 'won': {
+ 'this_month': 0,
+ 'last_month': 0,
+ },
+ 'nb_opportunities': 0,
+ }
+
+ opportunities = self.search_read(
+ cr, uid,
+ [('type', '=', 'opportunity'), ('user_id', '=', uid)],
+ ['date_deadline', 'next_activity_id', 'date_action', 'date_closed', 'planned_revenue'], context=context)
+
+ for opp in opportunities:
+
+ # Expected closing
+ if opp['date_deadline']:
+ date_deadline = datetime.strptime(opp['date_deadline'], tools.DEFAULT_SERVER_DATE_FORMAT).date()
+
+ if date_deadline == date.today():
+ res['closing']['today'] += 1
+ if date_deadline >= date.today() and date_deadline <= date.today() + timedelta(days=7):
+ res['closing']['next_7_days'] += 1
+ if date_deadline < date.today():
+ res['closing']['overdue'] += 1
+
+ # Next activities
+ if opp['next_activity_id'] and opp['date_action']:
+ date_action = datetime.strptime(opp['date_action'], tools.DEFAULT_SERVER_DATE_FORMAT).date()
+
+ if date_action == date.today():
+ res['activity']['today'] += 1
+ if date_action >= date.today() and date_action <= date.today() + timedelta(days=7):
+ res['activity']['next_7_days'] += 1
+ if date_action < date.today():
+ res['activity']['overdue'] += 1
+
+ # Won in Opportunities
+ if opp['date_closed']:
+ date_closed = datetime.strptime(opp['date_closed'], tools.DEFAULT_SERVER_DATETIME_FORMAT).date()
+
+ if date_closed <= date.today() and date_closed >= date.today().replace(day=1):
+ if opp['planned_revenue']:
+ res['won']['this_month'] += opp['planned_revenue']
+ elif date_closed < date.today().replace(day=1) and date_closed >= date.today().replace(day=1) - relativedelta(months=+1):
+ if opp['planned_revenue']:
+ res['won']['last_month'] += opp['planned_revenue']
+
+ # crm.activity is a very messy model so we need to do that in order to retrieve the actions done.
+ cr.execute("""
+ SELECT
+ m.id,
+ m.subtype_id,
+ m.date,
+ l.user_id,
+ l.type
+ FROM
+ "mail_message" m
+ LEFT JOIN
+ "crm_lead" l
+ ON
+ (m.res_id = l.id)
+ INNER JOIN
+ "crm_activity" a
+ ON
+ (m.subtype_id = a.subtype_id)
+ WHERE
+ (m.model = 'crm.lead') AND (l.user_id = %s) AND (l.type = 'opportunity')
+ """, (uid,))
+ activites_done = cr.dictfetchall()
+
+ for act in activites_done:
+ if act['date']:
+ date_act = datetime.strptime(act['date'], tools.DEFAULT_SERVER_DATETIME_FORMAT).date()
+ if date_act <= date.today() and date_act >= date.today().replace(day=1):
+ res['done']['this_month'] += 1
+ elif date_act < date.today().replace(day=1) and date_act >= date.today().replace(day=1) - relativedelta(months=+1):
+ res['done']['last_month'] += 1
+
+ # Meetings
+ min_date = datetime.now().strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
+ max_date = (datetime.now() + timedelta(days=8)).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
+ meetings_domain = [
+ ('start', '>=', min_date),
+ ('start', '<=', max_date)
+ ]
+ # We need to add 'mymeetings' in the context for the search to be correct.
+ meetings = self.pool.get('calendar.event').search_read(cr, uid, meetings_domain, ['start'], context=context.update({'mymeetings': 1}) if context else {'mymeetings': 1})
+ for meeting in meetings:
+ if meeting['start']:
+ start = datetime.strptime(meeting['start'], tools.DEFAULT_SERVER_DATETIME_FORMAT).date()
+
+ if start == date.today():
+ res['meeting']['today'] += 1
+ if start >= date.today() and start <= date.today() + timedelta(days=7):
+ res['meeting']['next_7_days'] += 1
+
+ res['nb_opportunities'] = len(opportunities)
+
+ user = self.pool('res.users').browse(cr, uid, uid, context=context)
+ res['done']['target'] = user.target_sales_done
+ res['won']['target'] = user.target_sales_won
+
+ return res
+
+ def modify_target_sales_dashboard(self, cr, uid, target_name, target_value, context=None):
+
+ if target_name in ['won', 'done', 'invoiced']:
+ # bypass rights (with superuser_id)
+ self.pool('res.users').write(cr, SUPERUSER_ID, [uid], {'target_sales_' + target_name: target_value}, context=context)
+ else:
+ raise UserError(_('This target does not exist.'))
+
+
class crm_lead_tag(osv.Model):
_name = "crm.lead.tag"
_description = "Category of lead"
diff --git a/addons/crm/res_users.py b/addons/crm/res_users.py
new file mode 100644
index 000000000000..b6c11b173a12
--- /dev/null
+++ b/addons/crm/res_users.py
@@ -0,0 +1,13 @@
+# -*- coding: utf-8 -*-
+
+from openerp.osv import osv, fields
+
+import openerp.addons.product.product
+
+
+class res_users(osv.osv):
+ _inherit = 'res.users'
+ _columns = {
+ 'target_sales_won': fields.integer('Won in Opportunities Target'),
+ 'target_sales_done': fields.integer('Activities Done Target'),
+ }
diff --git a/addons/crm/static/src/js/sales_team_dashboard.js b/addons/crm/static/src/js/sales_team_dashboard.js
new file mode 100644
index 000000000000..b2bec86a7535
--- /dev/null
+++ b/addons/crm/static/src/js/sales_team_dashboard.js
@@ -0,0 +1,15 @@
+odoo.define('crm.sales_team_dashboard', function (require) {
+"use strict";
+
+var SalesTeamDashboardView = require('sales_team.dashboard');
+var Model = require('web.Model');
+
+SalesTeamDashboardView.include({
+
+ fetch_data: function() {
+ return new Model('crm.lead')
+ .call('retrieve_sales_dashboard', []);
+ }
+});
+
+});
diff --git a/addons/crm/views/crm.xml b/addons/crm/views/crm.xml
index d29f5f7b3e95..4401c82d1534 100644
--- a/addons/crm/views/crm.xml
+++ b/addons/crm/views/crm.xml
@@ -6,6 +6,9 @@
<link rel="stylesheet" href="/crm/static/src/css/crm.css"/>
<!-- Planner assets -->
<script type="text/javascript" src="/crm/static/src/js/web_planner_crm.js"></script>
+
+ <!-- Salesteam dashboard asset -->
+ <script type="text/javascript" src="/crm/static/src/js/sales_team_dashboard.js"></script>
</xpath>
</template>
</data>
diff --git a/addons/sale_crm/__init__.py b/addons/sale_crm/__init__.py
index 0223759a9b48..0f8f154c60ff 100644
--- a/addons/sale_crm/__init__.py
+++ b/addons/sale_crm/__init__.py
@@ -1,5 +1,6 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
+import res_users
import sale_crm
import crm_lead
diff --git a/addons/sale_crm/crm_lead.py b/addons/sale_crm/crm_lead.py
index 0c64496ba07a..0980eff5f782 100644
--- a/addons/sale_crm/crm_lead.py
+++ b/addons/sale_crm/crm_lead.py
@@ -1,5 +1,7 @@
-from openerp import models, fields, api, _
+from openerp import models, fields, api, _, tools
+from datetime import datetime, date
+from dateutil.relativedelta import relativedelta
import openerp.addons.decimal_precision as dp
class crm_lead(models.Model):
@@ -21,3 +23,29 @@ class crm_lead(models.Model):
sale_amount_total= fields.Float(compute='_get_sale_amount_total', string="Sum of Orders", readonly=True, digits=0)
sale_number = fields.Integer(compute='_get_sale_amount_total', string="Number of Quotations", readonly=True)
order_ids = fields.One2many('sale.order', 'opportunity_id', string='Orders')
+
+ def retrieve_sales_dashboard(self, cr, uid, context=None):
+ res = super(crm_lead, self).retrieve_sales_dashboard(cr, uid, context=None)
+
+ res['invoiced'] = {
+ 'this_month': 0,
+ 'last_month': 0,
+ }
+ account_invoice_domain = [
+ ('state', 'in', ['open', 'paid']),
+ ('user_id', '=', uid),
+ ('date', '>=', date.today().replace(day=1) - relativedelta(months=+1))
+ ]
+
+ invoice_ids = self.pool.get('account.invoice').search_read(cr, uid, account_invoice_domain, ['date', 'amount_untaxed_signed'], context=context)
+ for inv in invoice_ids:
+ if inv['date']:
+ inv_date = datetime.strptime(inv['date'], tools.DEFAULT_SERVER_DATE_FORMAT).date()
+ if inv_date <= date.today() and inv_date >= date.today().replace(day=1):
+ res['invoiced']['this_month'] += inv['amount_untaxed_signed']
+ elif inv_date < date.today().replace(day=1) and inv_date >= date.today().replace(day=1) - relativedelta(months=+1):
+ res['invoiced']['last_month'] += inv['amount_untaxed_signed']
+
+ res['invoiced']['target'] = self.pool('res.users').browse(cr, uid, uid, context=context).target_sales_invoiced
+
+ return res
diff --git a/addons/sale_crm/res_users.py b/addons/sale_crm/res_users.py
new file mode 100644
index 000000000000..9c393085186b
--- /dev/null
+++ b/addons/sale_crm/res_users.py
@@ -0,0 +1,12 @@
+# -*- coding: utf-8 -*-
+
+from openerp.osv import osv, fields
+
+import openerp.addons.product.product
+
+
+class res_users(osv.osv):
+ _inherit = 'res.users'
+ _columns = {
+ 'target_sales_invoiced': fields.integer('Invoiced in Sale Orders Target'),
+ }
diff --git a/addons/sales_team/__openerp__.py b/addons/sales_team/__openerp__.py
index f9da1c53e002..c9044c904114 100644
--- a/addons/sales_team/__openerp__.py
+++ b/addons/sales_team/__openerp__.py
@@ -17,6 +17,9 @@ Using this application you can manage Sales Team with CRM and/or Sales
'sales_team.xml',
'sales_team_dashboard.xml',
],
+ 'qweb': [
+ "static/src/xml/sales_team_dashboard.xml",
+ ],
'demo': ['sales_team_demo.xml'],
'css': ['static/src/css/sales_team.css'],
'installable': True,
diff --git a/addons/sales_team/sales_team.xml b/addons/sales_team/sales_team.xml
index 1b3ede5d430a..81e27b85597c 100644
--- a/addons/sales_team/sales_team.xml
+++ b/addons/sales_team/sales_team.xml
@@ -30,7 +30,7 @@
<field name="name">Sales Teams</field>
<field name="res_model">crm.team</field>
<field name="view_type">form</field>
- <field name="view_mode">kanban,tree,form</field>
+ <field name="view_mode">sales_team_dashboard</field>
<field name="context">{}</field>
<field name="view_id" ref="crm_team_salesteams_search"/>
<field name="help" type="html">
@@ -144,7 +144,9 @@
<template id="assets_backend" name="sales_team assets" inherit_id="web.assets_backend">
<xpath expr="." position="inside">
<link rel="stylesheet" href="/sales_team/static/src/css/sales_team.css"/>
+ <link rel="stylesheet" href="/sales_team/static/src/less/sales_team_dashboard.less"/>
<script type="text/javascript" src="/sales_team/static/src/js/sales_team.js"></script>
+ <script type="text/javascript" src="/sales_team/static/src/js/sales_team_dashboard.js"></script>
</xpath>
</template>
diff --git a/addons/sales_team/sales_team_dashboard.xml b/addons/sales_team/sales_team_dashboard.xml
index 36e44c8e5353..79f2bfba168e 100644
--- a/addons/sales_team/sales_team_dashboard.xml
+++ b/addons/sales_team/sales_team_dashboard.xml
@@ -1,10 +1,10 @@
<odoo>
<!-- Case Teams Salesteams dashboard view -->
<record id="crm_team_salesteams_view_kanban" model="ir.ui.view" >
- <field name="name">crm.team.kanban</field>
+ <field name="name">crm.team.dashboard</field>
<field name="model">crm.team</field>
<field name="arch" type="xml">
- <kanban class="oe_background_grey o_kanban_dashboard o_salesteam_kanban" create="0">
+ <sales_team_dashboard class="oe_background_grey o_kanban_dashboard o_salesteam_kanban" create="0">
<field name="name"/>
<field name="user_id"/>
<field name="member_ids"/>
@@ -58,7 +58,15 @@
</div>
</t>
</templates>
- </kanban>
+ </sales_team_dashboard>
</field>
</record>
-</odoo>
\ No newline at end of file
+
+ <record id="action_sales_team_dashboard" model="ir.actions.client">
+ <field name="name">Sales Team Dashboard</field>
+ <field name="res_model">crm.team</field>
+ <field name="tag">sales_team_dashboard</field>
+ </record>
+
+ <menuitem action="action_sales_team_dashboard" id="menu_sales_team_dashboard" parent="base.menu_sales" sequence="20" groups="base.group_sale_salesman,base.group_sale_manager"/>
+</odoo>
diff --git a/addons/sales_team/static/src/js/sales_team_dashboard.js b/addons/sales_team/static/src/js/sales_team_dashboard.js
new file mode 100644
index 000000000000..0f6fe34ad9eb
--- /dev/null
+++ b/addons/sales_team/static/src/js/sales_team_dashboard.js
@@ -0,0 +1,126 @@
+odoo.define('sales_team.dashboard', function (require) {
+"use strict";
+
+var core = require('web.core');
+var KanbanView = require('web_kanban.KanbanView');
+var Model = require('web.Model');
+
+var QWeb = core.qweb;
+
+var _t = core._t;
+var _lt = core._lt;
+
+var SalesTeamDashboardView = KanbanView.extend({
+ display_name: _lt('Dashboard'),
+ icon: 'fa-dashboard',
+ view_type: "sales_team_dashboard",
+ searchview_hidden: true,
+ events: {
+ 'click .o_dashboard_action': 'on_dashboard_action_clicked',
+ 'click .o_target_to_set': 'on_dashboard_target_clicked',
+ },
+
+ fetch_data: function() {
+ // Overwrite this function with useful data
+ return $.Deferred().resolve();
+ },
+
+ render: function() {
+ var super_render = this._super;
+ var self = this;
+
+ this.fetch_data().then(function(result){
+
+ self.show_demo = !(result && result['nb_opportunities'] > 0);
+
+ var sales_dashboard = QWeb.render('sales_team.SalesDashboard', {
+ show_demo: self.show_demo,
+ values: result,
+ });
+ super_render.call(self);
+ $(sales_dashboard).prependTo(self.$el);
+ });
+ },
+
+ on_dashboard_action_clicked: function(ev){
+ ev.preventDefault();
+
+ var self = this;
+ var $action = $(ev.currentTarget);
+ var action_name = $action.attr('name');
+ var additional_context = {}
+
+ // TODO: find a better way to add defaults to search view
+ if (action_name === 'calendar.action_calendar_event') {
+ additional_context['search_default_mymeetings'] = 1;
+ }
+ if (action_name === 'crm.crm_lead_opportunities') {
+ additional_context['search_default_assigned_to_me'] = 1;
+ }
+
+ new Model("ir.model.data")
+ .call("xmlid_to_res_id", [action_name])
+ .then(function(data) {
+ if (data){
+ self.do_action(data, {additional_context: additional_context});
+ }
+ });
+ },
+
+ on_change_input_target: function(e) {
+
+ var self = this;
+ var $input = $(e.target);
+ var target_name = $input.attr('name');
+ var target_value = $input.val();
+
+ if(isNaN($input.val())) {
+ this.do_warn(_t("Wrong value entered!"), _t("Only Integer Value should be valid."));
+ } else {
+ this.modify_target(target_name, target_value).then(function() {
+ self.render();
+ });
+ }
+ },
+
+ modify_target: function(target_name, value){
+ return new Model('crm.lead')
+ .call('modify_target_sales_dashboard', [target_name, value])
+
+ },
+
+ on_dashboard_target_clicked: function(ev){
+
+ if (this.show_demo) {
+ // The user is not allowed to modify the targets in demo mode
+ return;
+ }
+
+ var self = this;
+ var $target = $(ev.currentTarget);
+ var target_name = $target.attr('name');
+ var target_value = $target.attr('value');
+
+ var $input = $('<input/>');
+ $input.attr('name', target_name);
+ if (target_value) {
+ $input.attr('value', target_value);
+ }
+ $input.on('keyup input', function(e) {
+ if(e.which === $.ui.keyCode.ENTER) {
+ self.on_change_input_target(e);
+ }
+ });
+ $input.on('blur', function(e) {
+ self.on_change_input_target(e);
+ });
+ $target.replaceWith($input);
+ $input.focus().select();
+ },
+});
+
+core.view_registry.add('sales_team_dashboard', SalesTeamDashboardView);
+
+return SalesTeamDashboardView
+
+});
diff --git a/addons/sales_team/static/src/less/sales_team_dashboard.less b/addons/sales_team/static/src/less/sales_team_dashboard.less
new file mode 100644
index 000000000000..9bd4f900bafb
--- /dev/null
+++ b/addons/sales_team/static/src/less/sales_team_dashboard.less
@@ -0,0 +1,114 @@
+.o_kanban_view.o_kanban_dashboard.o_salesteam_kanban {
+
+ padding: 0; // remove the padding of the kanban view
+
+ .o_kanban_record {
+ min-width: 450px;
+
+ @media (max-width: @grid-float-breakpoint) {
+ min-width: inherit;
+ }
+ }
+
+ .o_sales_dashboard {
+ padding-top: 20px;
+ background-color: @odoo-view-background-color;
+ position: relative;
+ .o-flex(0, 0,100%);
+ .o-flex-display();
+
+ .o_welcome_message {
+ position: absolute;
+ left: 0;
+ right: 0;
+ .o-flex-display();
+ justify-content: center;
+
+ .o_welcome_image {
+ padding: 20px;
+ }
+ .o_welcome_content {
+ > a {
+ color: white;
+ display: inline-block;
+ }
+ }
+ }
+
+ .o_demo {
+ opacity: 0.07;
+ }
+
+ .o_left_panel {
+ .o-flex(1, 0, 0);
+ }
+ .o_right_panel {
+ .o-flex(1, 0, 0);
+
+ @media (max-width: @grid-float-breakpoint) {
+ display: none;
+ }
+ }
+
+ table {
+ -webkit-border-horizontal-spacing: 10px;
+ border-collapse: separate;
+
+ > tbody {
+ > tr {
+ > td {
+ vertical-align: middle;
+ text-align: center;
+ border-top: 1px solid @odoo-view-background-color;
+
+ span {
+ display: inline;
+ }
+
+ .o_target_reached {
+ color: green;
+ }
+
+ a:hover {
+ text-decoration: none;
+ }
+
+ &.o_main {
+ background-color: @odoo-brand-optional;
+ &:hover {
+ background-color: darken(@odoo-brand-optional, 10%);
+ }
+ a {
+ color: white;
+ }
+ }
+ &.o_warning {
+ background-color: orange;
+ &:hover {
+ background-color: darken(orange, 10%);
+ }
+ a {
+ color: white;
+ }
+ }
+ &.o_secondary {
+ background-color: lightgrey;
+ &:hover {
+ background-color: darken(lightgrey, 10%);
+ }
+ a {
+ color: black;
+ }
+ }
+ &.o_highlight, .o_highlight {
+ font-size: 20px;
+ }
+ &.o_text {
+ text-align: left;
+ }
+ }
+ }
+ }
+ }
+ }
+}
diff --git a/addons/sales_team/static/src/xml/sales_team_dashboard.xml b/addons/sales_team/static/src/xml/sales_team_dashboard.xml
new file mode 100644
index 000000000000..985f7ca04310
--- /dev/null
+++ b/addons/sales_team/static/src/xml/sales_team_dashboard.xml
@@ -0,0 +1,242 @@
+<?xml version="1.0" encoding="UTF-8"?>
+
+<templates>
+
+ <!--
+ This template is the rubbon at the top of the salesteam dashboard that adds
+ some figures to it. We call this rubbon the "SalesDashboard".
+ -->
+ <t t-name="sales_team.SalesDashboard">
+
+ <div class="o_sales_dashboard">
+ <div t-attf-class="o_left_panel #{show_demo ? 'o_demo' : ''}">
+ <table border="0" class="table">
+ <tr>
+ <td class="o_highlight o_text">
+ Today
+ </td>
+ <td class="o_main" title="To Calendar">
+ <a href="#" class="o_dashboard_action" name="calendar.action_calendar_event">
+ <span class="o_highlight">
+ <t t-if="!show_demo">
+ <t t-esc="values['meeting']['today']"/>
+ </t>
+ <t t-if="show_demo">
+ 0
+ </t>
+ </span><br/>
+ Meetings
+ </a>
+ </td>
+ <td class="o_main" title="To Activities">
+ <a href="#" class="o_dashboard_action" name="crm.crm_lead_action_activities">
+ <span class="o_highlight">
+ <t t-if="!show_demo">
+ <t t-esc="values['activity']['today']"/>
+ </t>
+ <t t-if="show_demo">
+ 7
+ </t>
+ </span> <br/>
+ Next Actions
+ </a>
+ </td>
+ <td class="o_main" title="To Opportunities">
+ <a href="#" class="o_dashboard_action" name="crm.crm_lead_opportunities">
+ <span class="o_highlight">
+ <t t-if="!show_demo">
+ <t t-esc="values['closing']['today']"/>
+ </t>
+ <t t-if="show_demo">
+ 4
+ </t>
+ </span> <br/>
+ Expected Closing
+ </a>
+ </td>
+ </tr>
+ <tr>
+ <td></td>
+ <td></td>
+ <!-- Hide overdue when there is none -->
+ <td t-if="show_demo or (values and values['activity']['overdue'] != 0)" class="o_warning" title="To Activities">
+ <a href="#" class="o_dashboard_action" name="crm.crm_lead_action_activities">
+ <t t-if="!show_demo">
+ <t t-esc="values['activity']['overdue']"/> overdue
+ </t>
+ <t t-if="show_demo">
+ 2
+ </t>
+ </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">
+ <t t-if="!show_demo">
+ <t t-esc="values['closing']['overdue']"/> overdue
+ </t>
+ <t t-if="show_demo">
+ 3
+ </t>
+ </a>
+ </td>
+ </tr>
+ <tr>
+ <td class="o_text">Next 7 days</td>
+ <td class="o_main" title="To Calendar">
+ <a href="#" class="o_dashboard_action" name="calendar.action_calendar_event">
+ <t t-if="!show_demo">
+ <t t-esc="values['meeting']['next_7_days']"/>
+ </t>
+ <t t-if="show_demo">
+ 9
+ </t>
+ </a>
+ </td>
+ <td class="o_main" title="To Activities">
+ <a href="#" class="o_dashboard_action" name="crm.crm_lead_action_activities">
+ <t t-if="!show_demo">
+ <t t-esc="values['activity']['next_7_days']"/>
+ </t>
+ <t t-if="show_demo">
+ 28
+ </t>
+ </a>
+ </td>
+ <td class="o_main" title="To Opportunities">
+ <a href="#" class="o_dashboard_action" name="crm.crm_lead_opportunities">
+ <t t-if="!show_demo">
+ <t t-esc="values['closing']['next_7_days']"/>
+ </t>
+ <t t-if="show_demo">
+ 17
+ </t>
+ </a>
+ </td>
+ </tr>
+ </table>
+ </div>
+
+ <div t-attf-class="o_right_panel #{show_demo ? 'o_demo' : ''}">
+ <table class="table">
+ <tr>
+ <td class="o_highlight o_text">
+ This Month
+ </td>
+ <td class="o_secondary" title="To Activity Report">
+ <a href="#" class="o_dashboard_action" name="crm.crm_activity_report_action">
+ <span t-attf-class="o_highlight #{values and values['done']['target'] and values['done']['this_month'] >= values['done']['target'] ? 'o_target_reached' : ''}">
+ <t t-if="!show_demo">
+ <t t-esc="values['done']['this_month']"/>
+ </t>
+ <t t-if="show_demo">
+ 94
+ </t>
+ </span> <br/>
+ Activities Done
+ </a>
+ </td>
+ <td class="o_secondary" title="To Opportunity Report">
+ <a href="#" class="o_dashboard_action" name="crm.crm_opportunity_report_action">
+ <span t-attf-class="o_highlight #{values and values['won']['target'] and values['won']['this_month'] >= values['won']['target'] ? 'o_target_reached' : ''}">
+ <t t-if="!show_demo">
+ <t t-esc="values['won']['this_month']"/>
+ </t>
+ <t t-if="show_demo" class="o_target_reached">
+ 78,140.03€
+ </t>
+ </span> <br/>
+ Won in Opportunities
+ </a>
+ </td>
+ <td t-if="values['invoiced']" class="o_secondary" title="To Invoice Report">
+ <a href="#" class="o_dashboard_action" name="account.action_account_invoice_report_all">
+ <span t-attf-class="o_highlight #{values and values['invoiced']['target'] and values['invoiced']['this_month'] >= values['invoiced']['target'] ? 'o_target_reached' : ''}">
+ <t t-if="!show_demo">
+ <t t-esc="values['invoiced']['this_month']"/>
+ </t>
+ <t t-if="show_demo">
+ 35,029.39€
+ </t>
+ </span> <br/>
+ Invoiced
+ </a>
+ </td>
+ </tr>
+ <tr>
+ <td class="o_text">Target</td>
+ <td class="o_secondary">
+ <span t-if="!show_demo" class="o_target_to_set" name='done' t-att-value="values['done']['target'] ? values['done']['target'] : undefined" title="Click to set">
+ <t t-if="values['done']['target']">
+ <t t-esc="values['done']['target']"/>
+ </t>
+ <t t-if="!values['done']['target']">
+ Click to set
+ </t>
+ </span>
+ <span t-if="show_demo">
+ 100
+ </span>
+ </td>
+ <td class="o_secondary">
+ <span t-if="!show_demo" class="o_target_to_set" name='won' t-att-value="values['won']['target'] ? values['won']['target'] : undefined" title="Click to set">
+ <t t-if="values['won']['target']">
+ <t t-esc="values['won']['target']"/>
+ </t>
+ <t t-if="!values['won']['target']">
+ Click to set
+ </t>
+ </span>
+ <span t-if="show_demo">
+ 80.000€
+ </span>
+ </td>
+ <td t-if="show_demo or values['invoiced']" class="o_secondary">
+ <span t-if="!show_demo" class="o_target_to_set" name='invoiced' t-att-value="values['invoiced']['target'] ? values['invoiced']['target'] : undefined" title="Click to set">
+ <t t-if="values['invoiced']['target']">
+ <t t-esc="values['invoiced']['target']"/>
+ </t>
+ <t t-if="!values['invoiced']['target']">
+ Click to set
+ </t>
+ </span>
+ <span t-if="show_demo">
+ Click to set
+ </span>
+ </td>
+ </tr>
+ <tr>
+ <td class="o_text">Last Month</td>
+ <td class="o_secondary" title="To Activity Report">
+ <a href="#" class="o_dashboard_action" name="crm.crm_activity_report_action">
+ <t t-esc="values['done']['last_month']"/>
+ </a>
+ </td>
+ <td class="o_secondary" title="To Opportunity Report">
+ <a href="#" class="o_dashboard_action" name="crm.crm_opportunity_report_action">
+ <t t-esc="values['won']['last_month']"/>
+ </a>
+ </td>
+ <td t-if="values['invoiced']" class="o_secondary" title="To Invoice Report">
+ <a href="#" class="o_dashboard_action" name="account.action_account_invoice_report_all">
+ <t t-esc="values['invoiced']['last_month']"/>
+ </a>
+ </td>
+ </tr>
+ </table>
+ </div>
+
+ <div t-if="show_demo" class="o_welcome_message">
+ <div class="o_welcome_image">
+ <i class="fa fa-smile-o fa-5x"></i>
+ </div>
+ <div class="o_welcome_content">
+ <h2>Hi there!</h2>
+ <h4>Great sales journeys start with a clean pipeline.</h4>
+ <h4>Have fun playing with Odoo CRM.</h4>
+ <a class="btn btn-primary o_dashboard_action" name="crm.crm_lead_opportunities">Your Pipeline</a>
+ </div>
+ </div>
+ </div>
+ </t>
+
+</templates>
diff --git a/openerp/addons/base/ir/ir_ui_view.py b/openerp/addons/base/ir/ir_ui_view.py
index 97b5fbe17fe6..c780e70a0885 100644
--- a/openerp/addons/base/ir/ir_ui_view.py
+++ b/openerp/addons/base/ir/ir_ui_view.py
@@ -205,6 +205,7 @@ class view(osv.osv):
('diagram','Diagram'),
('gantt', 'Gantt'),
('kanban', 'Kanban'),
+ ('sales_team_dashboard', 'Sales Team Dashboard'),
('search','Search'),
('qweb', 'QWeb')], string='View Type'),
'arch': fields.function(_arch_get, fnct_inv=_arch_set, string='View Architecture', type="text", nodrop=True),
--
GitLab