[IMP] sale: add improvements in fields & reporting in sale app
Improve following feature :
- visible if someone signed the quotation and it should be readonly on the
quotation.
- make optional field "customer reference" in list view.
- make optional field "Expiration" in list view.
- add sub-menu under the reporting menu:
1. "Sales" :- redirect to the current report.
2. "Salespeople" :- redirect to the current report but grouped by
salesperson.
3."products":- redirect to the current report with group by produts.
4."Customer":- redirect to the report with group by customers.
task-3369999
closes odoo/odoo#133780
Related: odoo/enterprise#46641
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
This commit is contained in:
nikj-odoo
@@ -24,6 +24,31 @@
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</field>
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</record>
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<record id="sale_report_graph_pie" model="ir.ui.view">
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<field name="name">sale.report.graph.pie</field>
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<field name="model">sale.report</field>
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<field name="mode">primary</field>
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<field name="inherit_id" ref="view_order_product_graph"/>
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<field name="arch" type="xml">
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<graph position="attributes">
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<attribute name="type">pie</attribute>
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</graph>
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</field>
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</record>
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<record id="sale_report_graph_bar" model="ir.ui.view">
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<field name="name">sale.report.graph.bar</field>
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<field name="model">sale.report</field>
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<field name="mode">primary</field>
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<field name="inherit_id" ref="view_order_product_graph"/>
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<field name="arch" type="xml">
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<graph position="attributes">
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<attribute name="type">bar</attribute>
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<attribute name="order">DESC</attribute>
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</graph>
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</field>
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</record>
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<record id="sale_report_view_tree" model="ir.ui.view">
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<field name="name">sale.report.view.tree</field>
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<field name="model">sale.report</field>
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@@ -105,6 +130,36 @@
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<field name="help">This report performs analysis on your quotations and 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>
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</record>
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<record id="action_order_report_salesperson" model="ir.actions.act_window">
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<field name="name">Sales Analysis By Salespersons</field>
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<field name="res_model">sale.report</field>
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<field name="view_mode">graph,pivot</field>
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<field name="view_id" ref="sale_report_graph_bar"/>
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<field name="search_view_id" ref="view_order_product_search"/>
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<field name="context">{'search_default_User': 1, 'group_by': 'user_id', 'search_default_filter_order_date': 1}</field>
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<field name="help">This report performs analysis on your quotations and 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>
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</record>
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<record id="action_order_report_products" model="ir.actions.act_window">
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<field name="name">Sales Analysis Products</field>
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<field name="res_model">sale.report</field>
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<field name="view_mode">graph,pivot</field>
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<field name="view_id" ref="sale_report_graph_pie"/>
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<field name="search_view_id" ref="view_order_product_search"/>
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<field name="context">{'search_default_Sales': 1, 'search_default_Product': 1, 'group_by_no_leaf':1, 'group_by': 'product_id', 'search_default_filter_order_date': 1}</field>
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<field name="help">This report performs analysis on your quotations and 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>
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</record>
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<record id="action_order_report_customers" model="ir.actions.act_window">
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<field name="name">Sales Analysis By Customers</field>
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<field name="res_model">sale.report</field>
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<field name="view_mode">graph,pivot</field>
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<field name="view_id" ref="sale_report_graph_bar"/>
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<field name="search_view_id" ref="view_order_product_search"/>
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<field name="context">{'search_default_Customer': 1, 'group_by': 'partner_id', 'search_default_filter_order_date': 1}</field>
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<field name="help">This report performs analysis on your quotations and 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>
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</record>
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<record id="report_all_channels_sales_action" model="ir.actions.act_window">
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<field name="name">Sales Analysis</field>
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<field name="res_model">sale.report</field>
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@@ -72,9 +72,27 @@
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<menuitem id="menu_sale_report"
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name="Reporting"
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action="action_order_report_all"
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groups="sales_team.group_sale_manager"
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sequence="40"/>
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sequence="40">
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<menuitem id="menu_reporting_sales"
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name="Sales"
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action="action_order_report_all"
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sequence="10"/>
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<menuitem id="menu_reporting_salespeople"
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name="Salespersons"
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action="action_order_report_salesperson"
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sequence="20"/>
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<menuitem id="menu_reporting_product"
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name="Products"
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action="action_order_report_products"
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sequence="30"/>
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<menuitem id="menu_reporting_customer"
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name="Customers"
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action="action_order_report_customers"
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sequence="40"/>
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</menuitem>
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<menuitem id="menu_sale_config"
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name="Configuration"
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@@ -166,6 +166,8 @@
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widget="badge"
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optional="show"/>
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<field name="amount_to_invoice" optional="hide"/>
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<field name="client_order_ref" optional="hide"/>
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<field name="validity_date" optional="hide"/>
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</tree>
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</field>
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</record>
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@@ -731,8 +733,8 @@
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</page>
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<page groups="base.group_no_one" string="Customer Signature" name="customer_signature" invisible="not require_signature and not signed_by and not signature and not signed_on">
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<group>
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<field name="signed_by"/>
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<field name="signed_on"/>
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<field name="signed_by" readonly="signature"/>
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<field name="signed_on" readonly="signature"/>
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<field name="signature" widget="image"/>
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</group>
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</page>
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