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[IMP] improves some reporting views in CRM (accessed from the sales team screen) (addon crm) 

bzr revid: ged@openerp.com-20140210153808-3iwrihu7a28vca1y
This commit is contained in:
Gery Debongnie 2014-02-10 16:38:08 +01:00
parent 7be15dabaa
commit 08e8a2547a
2 changed files with 15 additions and 7 deletions
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9
addons/crm/crm_case_section_view.xml
View File

@ -65,10 +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">graph</field> -->
<field name="context">{"search_default_month":1, "col_group_by":["user_id"]}</field>
<field name="context">{"search_default_month":1}</field>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm.view_report_crm_lead_graph"/>
<field name="view_id" ref="crm.view_report_crm_lead_graph_two"/>
<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>
@ -76,10 +75,8 @@
<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, "col_group_by":["user_id"]}</field>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm.view_report_crm_lead_graph"/>
<field name="view_id" ref="crm.view_report_crm_opportunity_graph"/>
<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>

13
addons/crm/report/crm_lead_report_view.xml
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@ -15,6 +15,17 @@
</field>
</record>
<record id="view_report_crm_lead_graph_two" model="ir.ui.view">
<field name="name">crm.lead.report.graph.two</field>
<field name="model">crm.lead.report</field>
<field name="arch" type="xml">
<graph string="Leads Analysis" type="pivot" stacked="True">
<field name="create_date" type="row"/>
<field name="user_id" type="col"/>
</graph>
</field>
</record>
<record id="view_report_crm_opportunity_graph" model="ir.ui.view">
<field name="name">crm.opportunity.report.graph</field>
<field name="model">crm.lead.report</field>
@ -23,7 +34,7 @@
<field name="date_deadline" type="row"/>
<field name="user_id" type="col"/>
<field name="stage_id" type="col"/>
<field name="probable_revenue" type="measure"/>
<field name="planned_revenue" type="measure"/>
</graph>
</field>
</record>