[IMP] removes old tree view in reporting/crm and replaces them by the new graph view in pivot mode by default (addon crm)
bzr revid: ged@openerp.com-20131231105348-dzcv1rriy3dwqk54
This commit is contained in:
Gery Debongnie
parent
bdcb7fcc17
commit
e21539cb88
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@ -2,46 +2,15 @@
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<openerp>
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<data>
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<!-- Leads by user and section Tree View -->
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<record id="view_report_crm_lead_tree" model="ir.ui.view">
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<field name="name">crm.lead.report.tree</field>
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<field name="model">crm.lead.report</field>
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<field name="arch" type="xml">
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<tree string="Leads Analysis" create="false">
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<field name="creation_year" invisible="1"/>
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<field name="creation_month" invisible="1"/>
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<field name="creation_day" invisible="1"/>
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<field name="deadline_month" invisible="1"/>
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<field name="date_last_stage_update" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="type_id" invisible="1"/>
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<field name="channel_id" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="section_id" invisible="1"
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groups="base.group_multi_salesteams"/>
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<field name="user_id" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="country_id" invisible="1"/>
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<field name="nbr" sum="# Leads"/>
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<field name="delay_open"/>
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<field name="delay_close"/>
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<field name="planned_revenue"/>
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</tree>
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</field>
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</record>
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<!-- Leads by user and section Graph View -->
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<record id="view_report_crm_lead_graph" model="ir.ui.view">
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<field name="name">crm.lead.report.graph</field>
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<field name="model">crm.lead.report</field>
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<field name="arch" type="xml">
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<graph string="Leads Analysis" type="bar" stacked="True">
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<field name="stage_id" type="row"/>
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<field name="user_id" type="col"/>
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<graph string="Leads Analysis" type="pivot" stacked="True">
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<field name="user_id" type="row"/>
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<field name="creation_month" type="row"/>
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<field name="nbr" type="measure"/>
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</graph>
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</field>
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@ -51,9 +20,9 @@
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<field name="name">crm.opportunity.report.graph</field>
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<field name="model">crm.lead.report</field>
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<field name="arch" type="xml">
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<graph string="Leads Analysis" type="bar" stacked="True">
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<field name="stage_id" type="row"/>
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<field name="user_id" type="col"/>
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<graph string="Leads Analysis" type="pivot" stacked="True">
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<field name="user_id" type="row"/>
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<field name="creation_month" type="row"/>
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<field name="planned_revenue" type="measure"/>
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</graph>
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</field>
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@ -125,40 +94,6 @@
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</field>
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</record>
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<!-- Opportunity tree view -->
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<record id="view_report_crm_opportunity_tree" model="ir.ui.view">
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<field name="name">crm.lead.report.tree</field>
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<field name="model">crm.lead.report</field>
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<field name="arch" type="xml">
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<tree create="false" string="Opportunities Analysis">
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<field name="creation_year" invisible="1"/>
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<field name="creation_month" invisible="1"/>
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<field name="creation_day" invisible="1"/>
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<field name="deadline_month" invisible="1"/>
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<field name="section_id" invisible="1"
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groups="base.group_multi_salesteams"/>
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<field name="user_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="country_id" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="type_id" invisible="1"/>
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<field name="channel_id" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="company_id" invisible="1" groups="base.group_multi_company"/>
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<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
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<field name="planned_revenue" sum="Planned Revenues"/>
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<field name="delay_open" sum='Delay to Assign'/>
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<field name="delay_close" sum='Delay to close'/>
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<field name="date_last_stage_update"/>
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<field name="delay_expected"/>
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<field name="probability" widget="progressbar"/>
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<field name="probable_revenue"/>
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</tree>
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</field>
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</record>
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<!-- Leads by user and section Action -->
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<record id="action_report_crm_lead" model="ir.actions.act_window">
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@ -166,16 +101,10 @@
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="context">{'search_default_year': 1, "search_default_user":1, "search_default_month":1, 'group_by_no_leaf':1, 'group_by':[]}</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_mode">graph</field>
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<field name="domain">[('type','=', 'lead')]</field>
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<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>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="view_report_crm_lead_tree"/>
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<field name="act_window_id" ref="action_report_crm_lead"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_lead_graph">
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<field name="sequence" eval="2"/>
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<field name="view_mode">graph</field>
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@ -188,18 +117,11 @@
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="context">{"search_default_year":1, "search_default_user":1,"search_default_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_mode">graph</field>
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<field name="domain">[('type','=', 'opportunity')]</field>
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<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>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_tree">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="view_report_crm_opportunity_tree"/>
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<field name="act_window_id" ref="action_report_crm_opportunity"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_graph">
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<field name="sequence" eval="2"/>
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<field name="view_mode">graph</field>
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@ -2,41 +2,15 @@
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<openerp>
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<data>
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<!-- Phone calls by user and section Tree View -->
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<record id="view_report_crm_phonecall_tree" model="ir.ui.view">
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<field name="name">crm.phonecall.report.tree</field>
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<field name="model">crm.phonecall.report</field>
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<field name="arch" type="xml">
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<tree string="Phone calls" create="false">
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<field name="name" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1"
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groups="base.group_multi_salesteams"/>
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<field name="priority" invisible="1"/>
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<field name="user_id" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="state" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="nbr" string="#Phone calls" sum="#Phone calls"/>
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<field name="duration" avg="Duration"/>
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<field name="delay_close" avg="Avg Closing Delay"/>
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<field name="delay_open" sum='Delay to Assign'/>
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</tree>
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</field>
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</record>
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<!-- Phone calls by user and section Graph View -->
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<record id="view_report_crm_phonecall_graph" model="ir.ui.view">
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<field name="name">crm.phonecall.report.graph</field>
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<field name="model">crm.phonecall.report</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="Phone calls" type="bar" stacked="True">
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<graph orientation="horizontal" string="Phone calls" type="pivot" stacked="True">
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<field name="user_id" type="row"/>
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<field name="state" type="col"/>
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<!-- <field name="state" type="col"/> -->
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<field name="nbr" type="measure"/>
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</graph>
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</field>
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@ -92,20 +66,13 @@
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<field name="name">Phone Calls Analysis</field>
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<field name="res_model">crm.phonecall.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_mode">graph</field>
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<field name="context">{"search_default_year":1,"search_default_Salesperson":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_id" ref="view_report_crm_phonecall_tree"/>
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<field name="view_id" ref="view_report_crm_phonecall_graph"/>
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<field name="search_view_id" ref="view_report_crm_phonecall_filter"/>
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<field name="help">From this report, you can analyse the performance of your sales team, based on their phone calls. You can group or filter the information according to several criteria and drill down the information, by adding more groups in the report.</field>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_tree">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="view_report_crm_phonecall_tree"/>
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<field name="act_window_id" ref="action_report_crm_phonecall"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_graph">
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<field name="sequence" eval="2"/>
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<field name="view_mode">graph</field>
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