diff --git a/addons/board_crm_configuration/__terp__.py b/addons/board_crm_configuration/__terp__.py
index 2d67fdc0174..3c303ee2d1c 100644
--- a/addons/board_crm_configuration/__terp__.py
+++ b/addons/board_crm_configuration/__terp__.py
@@ -37,7 +37,7 @@ This module implements a dashboard for CRM that includes:
'depends': ['board', 'crm', 'report_crm'],
'update_xml': ['board_crm_statistical_view.xml', 'board_crm_view.xml'],
'demo_xml': ['board_crm_demo.xml'],
- 'installable': False,
+ 'installable': True,
'active': False,
'certificate': '0071599098909',
}
diff --git a/addons/board_crm_configuration/board_crm_statistical_view.xml b/addons/board_crm_configuration/board_crm_statistical_view.xml
index 178d4e8488d..e49f4286d6b 100644
--- a/addons/board_crm_configuration/board_crm_statistical_view.xml
+++ b/addons/board_crm_configuration/board_crm_statistical_view.xml
@@ -6,7 +6,7 @@
-->
Leads By Stage - Graph
- report.crm.case.section.stage
+ report.crm.lead.section.stage
graph
@@ -17,12 +17,12 @@
-
- report.crm.case.categ.graph
- report.crm.case.categ
+
+ report.crm.opportunity.categ.graph
+ report.crm.opportunity.categ
graph
-
+
@@ -31,34 +31,27 @@
- report.crm.case.section.stage
+ report.crm.lead.section.stage
form
graph,tree,form
- [('section_id', '=', 'Leads'),('state','!=','done'),('state','!=','cancel')]
+ [('state','!=','done'),('state','!=','cancel')]
-
-
@@ -84,11 +77,6 @@
-
-
CRM Configuration
-
-
- crm.case.user.graph1
- report.crm.case.user
+
+
+ crm.opportunity.user.graph1
+ report.crm.opportunity.user
graph
-
+
@@ -18,21 +18,21 @@
- crm.case
+ crm.lead
form
tree,form
- [('section_id.name', '=', 'Prospects'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]
+ [('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]
- crm.case
+ crm.meeting
form
tree,form
- [('section_id.name', '=', 'Meetings'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]
+ [('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]
-
+
- report.crm.case.section.stage
+ report.crm.lead.section.stage
form
graph,tree,form
- [('section_id.name', '=', 'Leads'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]
+ [('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]
- report.crm.case.user
+ report.crm.opportunity.user
form
graph,tree,form
-
- [('section_id.name', '=', 'Opportunities'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]
-
-
-
- report.crm.case.user
- form
- graph,tree,form
-
- [('section_id.name','=','Jobs'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]
+
+ [('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]
@@ -86,7 +78,7 @@
name="%(act_my_meetings)d"
height="150"
colspan="4"/>
-
+
+
+
+
+
+ Leads Report - Sections and Stage(Tree)
+ report.crm.lead.section.stage
+
+ tree
+
+
+
+
+
+
+
+
+
+
+ Leads Report - Sections and Stage(Form)
+ report.crm.lead.section.stage
+ form
+
+
+
+
+
+
+
+
+
+
+ Leads Report - Sections and Stage(Graph)
+ report.crm.lead.section.stage
+ graph
+
+
+
+
+
+
+
+
+
+ Leads Report - Sections and Stage(Select)
+ report.crm.lead.section.stage
+ search
+
+
+
+
+
+
+
+ report.crm.lead.section.stage
+ form
+ graph,tree
+
+
+
diff --git a/addons/report_crm/report_crm_view.xml b/addons/report_crm/report_crm_view.xml
index d5e0dd3ac9e..a51d3d0a930 100644
--- a/addons/report_crm/report_crm_view.xml
+++ b/addons/report_crm/report_crm_view.xml
@@ -210,6 +210,65 @@
+ #
+ # Cases by section and stage
+ #
+
+ CRM Report - Sections and Stage(Tree)
+ report.crm.case.section.stage
+ tree
+
+
+
+
+
+
+
+
+
+
+
+
+ CRM Report - Sections and Stage(Form)
+ report.crm.case.section.stage
+ form
+
+
+
+
+
+
+ CRM Report - Sections and Stage(Select)
+ report.crm.case.section.stage
+ search
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ report.crm.case.section.stage
+ form
+ tree
+
+
+