From bfa03e3e82b872ba1c25f48d8a9869441e1e2b70 Mon Sep 17 00:00:00 2001
From: "Khushboo Bhatt (Open ERP)" <kbh@tinyerp.com>
Date: Thu, 10 Nov 2011 11:33:02 +0530
Subject: [PATCH 1/3] [IMP]sale:improvement analysis report

bzr revid: kbh@tinyerp.com-20111110060302-stiq4agxsz60a47l
---
 addons/crm/report/crm_lead_report_view.xml    | 26 +++++++++----------
 .../crm/report/crm_phonecall_report_view.xml  | 11 ++++----
 2 files changed, 18 insertions(+), 19 deletions(-)

diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml
index 623f9a4c5e3..6232b54934e 100644
--- a/addons/crm/report/crm_lead_report_view.xml
+++ b/addons/crm/report/crm_lead_report_view.xml
@@ -72,6 +72,17 @@
             <field name="arch" type="xml">
                 <search string="Leads Analysis">
                     <group>
+                        <filter string="  Year  " icon="terp-go-year" name="year"
+                            domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
+                            help="Leads/Opportunities created in current year"/>
+                        <separator orientation="vertical" />
+                        <filter string="   Month   " icon="terp-go-month" name="this_month"
+                            domain="[('create_date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(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    "
+                            domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(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-personal"
                             name="lead"
                             string="Lead"
@@ -83,18 +94,7 @@
                             domain="[('type','=','opportunity')]"
                             help="Show only opportunity"/>
                         <separator orientation="vertical" />
-                        <filter string="  Year  " icon="terp-go-year"
-                            domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
-                            help="Leads/Opportunities created in current year"/>
-                        <separator orientation="vertical" />
-                        <filter string="   Month   " icon="terp-go-month" name="this_month"
-                            domain="[('create_date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(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    " 
-                            domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(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="New"
                             domain="[('state','=','draft')]"
@@ -221,7 +221,7 @@
            <field name="name">Leads Analysis</field>
            <field name="res_model">crm.lead.report</field>
            <field name="view_type">form</field>
-           <field name="context">{'search_default_lead': 1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]}</field>
+           <field name="context">{'search_default_year': 1,'search_default_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="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>
@@ -243,7 +243,7 @@
             <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_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="context">{"search_default_year":1,"search_default_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="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>
diff --git a/addons/crm/report/crm_phonecall_report_view.xml b/addons/crm/report/crm_phonecall_report_view.xml
index 2f40ba371b9..edbe4da5b75 100644
--- a/addons/crm/report/crm_phonecall_report_view.xml
+++ b/addons/crm/report/crm_phonecall_report_view.xml
@@ -52,15 +52,14 @@
             <field name="arch" type="xml">
                 <search string="Search">
                   <group>
-                           <filter string="  Year  " icon="terp-go-year"
+                        <filter string="  Year  " icon="terp-go-year" name="year"
                                domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
                                help="Phone calls made in current year"/>
-
-                       <filter string="   Month   " icon="terp-go-month" name="This Month"
+                        <separator orientation="vertical" />
+                        <filter string="   Month   " icon="terp-go-month" name="This Month"
                            domain="[('create_date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
                            help="Phone calls made in current month"/>
-
-                       <filter icon="terp-go-month" string="    Month-1    " 
+                        <filter icon="terp-go-month" string="    Month-1    "
                             domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
                             help="Phone calls made in last month"/>
                         <separator orientation="vertical" />
@@ -135,7 +134,7 @@
             <field name="res_model">crm.phonecall.report</field>
             <field name="view_type">form</field>
             <field name="view_mode">tree,graph</field>
-            <field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
+            <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
             <field name="view_id" ref="view_report_crm_phonecall_tree"/>
             <field name="search_view_id" ref="view_report_crm_phonecall_filter"/>
             <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>

From b3a3705843a10cba00675bb18ea2c8528d4cb959 Mon Sep 17 00:00:00 2001
From: "Khushboo Bhatt (Open ERP)" <kbh@tinyerp.com>
Date: Fri, 11 Nov 2011 12:18:01 +0530
Subject: [PATCH 2/3] [IMP]sale:improvement analysis report

bzr revid: kbh@tinyerp.com-20111111064801-b3tk1w5xj1inf6o5
---
 addons/crm/report/crm_lead_report_view.xml | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml
index 6232b54934e..c1411bc3faa 100644
--- a/addons/crm/report/crm_lead_report_view.xml
+++ b/addons/crm/report/crm_lead_report_view.xml
@@ -243,7 +243,7 @@
             <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_year":1,"search_default_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="context">{"search_default_year":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="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>

From eb7407d57d6dcf287ea90d5e5f9e78e36400d4d2 Mon Sep 17 00:00:00 2001
From: "Khushboo Bhatt (Open ERP)" <kbh@tinyerp.com>
Date: Fri, 11 Nov 2011 17:35:25 +0530
Subject: [PATCH 3/3] [IMP]sale:improvement analysis report

bzr revid: kbh@tinyerp.com-20111111120525-d74vbipgmoebilvz
---
 addons/sale/report/sale_report_view.xml | 7 ++++---
 1 file changed, 4 insertions(+), 3 deletions(-)

diff --git a/addons/sale/report/sale_report_view.xml b/addons/sale/report/sale_report_view.xml
index f9939190a7c..6d476bd92ab 100644
--- a/addons/sale/report/sale_report_view.xml
+++ b/addons/sale/report/sale_report_view.xml
@@ -22,7 +22,7 @@
                 <field name="nbr" sum="# of Lines"/>
                 <field name="product_uom_qty" sum="# of Qty"/>
                 <field name="shipped_qty_1" sum="Shipped"/>
-                <field name="uom_name" invisible="not context.get('set_visible',False)"/>
+                <field name="product_uom" invisible="not context.get('set_visible',False)"/>
                 <field name="price_total" sum="Total Price"/>
                 <field name="delay" sum="Commitment Delay"/>
                 <field name="state" invisible="1"/>
@@ -51,9 +51,10 @@
         <field name="arch" type="xml">
             <search string="Sales Analysis">
                 <group>
-                    <filter icon="terp-go-year" string="  Year  "
+                    <filter icon="terp-go-year" string="  Year  " name="year"
                         domain="[('date','&lt;=', time.strftime('%%Y-%%m-%%d')),('date','&gt;=',time.strftime('%%Y-01-01'))]"
                         help="Sales order created in current year"/>
+                    <separator orientation="vertical"/>
                     <filter icon="terp-go-month" string="   Month   "
                         name="month"
                         domain="[('date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('date','&gt;=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
@@ -123,7 +124,7 @@
         <field name="view_mode">tree,graph</field>
         <field name="search_view_id" ref="view_order_product_search"/>
         <field name="view_id" ref="view_order_product_tree"/>
-        <field name="context">{'search_default_month':1,'search_default_User':1,'group_by_no_leaf':1,'group_by':[]}</field>
+        <field name="context">{'search_default_year':1,'search_default_month':1,'search_default_User':1,'group_by_no_leaf':1,'group_by':[]}</field>
         <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>
     </record>