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[FIX] correct various actions in kanban view in sales team: now the user can go to the various reporting view in graph view (addons crm/sale_crm) 

bzr revid: ged@openerp.com-20140207135038-6tx5ywxxdxywn8cb
This commit is contained in:
Gery Debongnie 2014-02-07 14:50:38 +01:00
parent 4b22c30888
commit 04301f3b1e
3 changed files with 10 additions and 13 deletions
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12
addons/crm/crm_case_section_view.xml
View File

@ -65,9 +65,9 @@
<record id="action_report_crm_lead_salesteam" model="ir.actions.act_window">
<field name="name">Leads Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="context">{"search_default_month":1}</field>
<field name="view_mode">tree,graph</field>
<!-- <field name="view_type">graph</field> -->
<field name="context">{"search_default_month":1, "col_group_by":["user_id"]}</field>
<field name="view_mode">graph</field>
<field name="domain">[('type','=', 'lead'),('section_id', '=', active_id)]</field>
<field name="help">Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
</record>
@ -75,9 +75,9 @@
<record id="action_report_crm_opportunity_salesteam" model="ir.actions.act_window">
<field name="name">Opportunities Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="context">{"search_default_month":1}</field>
<field name="view_mode">tree,graph</field>
<!-- <field name="view_type">form</field> -->
<field name="context">{"search_default_month":1, "col_group_by":["user_id"]}</field>
<field name="view_mode">graph</field>
<field name="domain">[('type','=', 'opportunity'), ('section_id', '=', active_id)]</field>
<field name="help">Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the teams of the sales pipeline.</field>
</record>

2
addons/crm/report/crm_lead_report_view.xml
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@ -84,7 +84,7 @@
<filter string="Creation date (week)" icon="terp-go-year"
domain="[]" context="{'group_by':'create_date:week'}"/>
<filter string="Creation date (month)" icon="terp-go-year"
domain="[]" context="{'group_by':'create_date:month'}"/>
domain="[]" context="{'group_by':'create_date:month'}" name="month"/>
<filter string="Creation date (year)" icon="terp-go-year"
domain="[]" context="{'group_by':'create_date:year'}"/>
<separator orientation="vertical" />

9
addons/sale_crm/sale_crm_view.xml
View File

@ -214,8 +214,7 @@
<record id="action_order_report_quotation_salesteam" model="ir.actions.act_window">
<field name="name">Quotations Analysis</field>
<field name="res_model">sale.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="view_mode">graph</field>
<field name="domain">[('state','=','draft'),('section_id', '=', active_id)]</field>
<field name="context">{'search_default_order_month':1}</field>
<field name="help">This report performs analysis on your quotations. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
@ -224,8 +223,7 @@
<record id="action_order_report_so_salesteam" model="ir.actions.act_window">
<field name="name">Sales Analysis</field>
<field name="res_model">sale.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="view_mode">graph</field>
<field name="domain">[('state','not in',('draft','sent','cancel')),('section_id', '=', active_id)]</field>
<field name="context">{'search_default_order_month':1}</field>
<field name="help">This report performs analysis on your sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
@ -234,8 +232,7 @@
<record id="action_account_invoice_report_salesteam" model="ir.actions.act_window">
<field name="name">Invoices Analysis</field>
<field name="res_model">account.invoice.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="view_mode">graph</field>
<field name="domain">[('section_id', '=', active_id),('state', 'not in', ['draft', 'cancel'])]</field>
<field name="context">{'search_default_month':1}</field>
<field name="help">From this report, you can have an overview of the amount invoiced to your customer. The tool search can also be used to personalise your Invoices reports and so, match this analysis to your needs.</field>