Devishree Brahmbhatt (OpenERP) has proposed merging
lp:~openerp-dev/openobject-addons/trunk-bug-819284-dbr into
lp:openobject-addons.
Requested reviews:
Bhumika (OpenERP) (sbh-openerp)
Related bugs:
Bug #819284 in OpenERP Addons: "CRM : Reporting for Opportunity analysis uses
wrong domain on Extended filter with stage!"
https://bugs.launchpad.net/openobject-addons/+bug/819284
For more details, see:
https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-bug-819284-dbr/+merge/70404
Hello Ma'am,
Fixes[CRM] : Reporting for Opportunity analysis uses wrong domain on Extended
filter with stage.
So,Kindly review this.
Thank You.
--
https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-bug-819284-dbr/+merge/70404
Your team OpenERP R&D Team is subscribed to branch
lp:~openerp-dev/openobject-addons/trunk-bug-819284-dbr.
=== modified file 'crm/report/crm_lead_report_view.xml'
--- crm/report/crm_lead_report_view.xml 2011-02-22 17:24:34 +0000
+++ crm/report/crm_lead_report_view.xml 2011-08-04 06:24:37 +0000
@@ -168,6 +168,113 @@
</field>
</record>
+<!-- opportunity by user and section Search View -->
+
+ <record id="view_report_crm_opportunity_filter" model="ir.ui.view">
+ <field name="name">crm.opportunity.report.select</field>
+ <field name="model">crm.lead.report</field>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <search string="Opportunity Analysis">
+ <group col="20" colspan="8">
+ <filter icon="terp-personal"
+ string="Lead"
+ domain="[('type','=', 'lead')]"
+ help="Show only lead"/>
+ <filter icon="terp-personal+"
+ string="Opportunity"
+ domain="[('type','=','opportunity')]"
+ help="Show only opportunity"/>
+ <separator orientation="vertical" />
+ <filter string=" Year " icon="terp-go-year"
+ domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
+ help="Leads/Opportunities created in current year"/>
+ <filter string=" Month " icon="terp-go-month" name="this_month"
+ domain="[('create_date','<=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','>=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
+ help="Leads/Opportunities created in current month"/>
+ <filter icon="terp-go-month" string=" Month-1 " separator="1"
+ domain="[('create_date','<=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','>=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
+ help="Leads/Opportunities created in last month"/>
+
+ <separator orientation="vertical" />
+ <filter icon="terp-check"
+ string="Active"
+ domain="[('state','in',('draft','open'))]"
+ help="Leads/Opportunities which are in draft and open state"/>
+ <filter icon="gtk-media-pause"
+ string="Pending"
+ domain="[('state','=','pending')]"
+ help="Leads/Opportunities which are in pending state"/>
+ <filter icon="terp-dialog-close"
+ string="Closed"
+ domain="[('state','=','done')]"
+ help="Leads/Opportunities which are in done state"/>
+
+ <separator orientation="vertical" />
+ <field name="section_id"
+ context="{'invisible_section': False}">
+ <filter icon="terp-personal+" groups="base.group_extended"
+ context="{'invisible_section': False}"
+ domain="[('section_id.user_id','=',uid)]"
+ help="My Sales Team(s)" />
+ </field>
+ <field name="user_id" string="Salesman">
+ <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
+ </field>
+ </group>
+ <newline/>
+ <group expand="0" string="Extended Filters..." groups="base.group_extended">
+ <field name="partner_id"/>
+ <separator orientation="vertical"/>
+ <field name="stage_id" widget="selection" domain="[('type', '=', 'opportunity')]" />
+ <field name="categ_id" widget="selection"/>
+ <field name="type_id" widget="selection"/>
+ <field name="channel_id" widget="selection"/>
+ <separator orientation="vertical"/>
+ <field name="company_id" widget="selection" groups="base.group_multi_company"/>
+ <newline/>
+ <field name="creation_date"/>
+ <field name="opening_date"/>
+ <field name="date_closed"/>
+ </group>
+ <newline/>
+ <group expand="1" string="Group By...">
+ <filter string="Salesman" name="user" icon="terp-personal"
+ domain="[]" context="{'group_by':'user_id'}" />
+ <filter string="Sales Team" icon="terp-personal+"
+ domain="[]"
+ context="{'group_by':'section_id'}" />
+ <filter string="Partner" icon="terp-partner" context="{'group_by':'partner_id'}" />
+ <filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
+ <filter string="Company" icon="terp-go-home"
+ domain="[]"
+ context="{'group_by':'company_id'}"
+ groups="base.group_multi_company"/>
+ <separator orientation="vertical" />
+ <filter string="Stage" name="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
+ <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
+ <filter string="Category" name="Category" icon="terp-stock_symbol-selection"
+ domain="[]" context="{'group_by':'categ_id'}" />
+ <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
+ domain="[]" context="{'group_by':'type_id'}" />
+ <filter string="Channel" icon="terp-call-start"
+ domain="[]" context="{'group_by':'channel_id'}" />
+ <separator orientation="vertical" />
+ <filter string="State" icon="terp-stock_effects-object-colorize"
+ domain="[]" context="{'group_by':'state'}" />
+ <separator orientation="vertical" />
+ <filter string="Day" icon="terp-go-today"
+ domain="[]" context="{'group_by':'day'}" help="Day on which lead/opportunity is created"/>
+ <filter string="Month" icon="terp-go-month"
+ domain="[]" context="{'group_by':'month'}" help="Month in which lead/opportunity is created"/>
+ <filter string="Year" icon="terp-go-year"
+ domain="[]" context="{'group_by':'name'}" help="Year in which lead/opportunity is created"/>
+ </group>
+ </search>
+ </field>
+ </record>
+
+
<!-- Opportunity tree view -->
<record id="view_report_crm_opportunity_tree" model="ir.ui.view">
@@ -211,7 +318,7 @@
<field name="view_type">form</field>
<field name="context">{'search_default_filter_lead': 1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
- <field name="domain">[]</field>
+ <field name="domain">[('type', '=', 'lead')]</field>
<field name="help">Leads Analysis allows you to check different CRM related information. Check for treatment delays, number of responses given and emails sent. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree">
@@ -234,6 +341,7 @@
<field name="context">{"search_default_filter_opportunity":1, "search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
<field name="domain">[('type', '=', 'opportunity')]</field>
+ <field name="search_view_id" ref="view_report_crm_opportunity_filter"/>
<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>
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