[IMP] crm: improve pipeline analysis report search view
This commit improve the pipeline analysis search for a better usability. The changes includes: - Rename 'My Opportunities' filter to 'My Pipeline' - Move 'Opportunity' filter above 'Lead', rename it to 'Opportunities', and display only if leads are activated - Rename 'Lead' filter to 'Leads', and display only if leads are activated - Remove the string from filter 'Creation Date', and use the default field name (which is 'Created On'). Also updated some filter names to have a global convention and avoid name clashing, updated filter names are listed below. - `opportunity` to `filter_opportunity` - `lead` to `filter_lead` As we need to display same filters and groupby in both community and enterprise pipeline report search view, we have removed the search view `crm_opportunity_view_search` from enterprise so that we can use the community view there and both becomes the same view. So in this commit we have also added some filters and groupby to community version(`crm.crm_opportunity_report_view_search`) which was existed in enterprise search view (`crm_enterprise.crm_opportunity_view_search`) so that we dont miss any filters used in enterprise. The filter and groupby added are listed below: Filter: - inactive Groupby: - compaign - medium - source Apart from this, we have added groups `crm.group_use_lead` to the groupby filter `conversion_date`. Enterprise: odoo/enterprise/pull/18797 Upgrade: odoo/upgrade/pull/2937 TaskID-2343223 closes odoo/odoo#71796 Related: odoo/enterprise#18797 Related: odoo/upgrade#2937 Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
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ijas ahammed
@@ -61,11 +61,11 @@
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<field name="priority">32</field>
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<field name="arch" type="xml">
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<search string="Opportunities Analysis">
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<filter string="My Opportunities" name="my"
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<filter string="My Pipeline" name="my"
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domain="[('user_id', '=', uid)]"/>
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<separator/>
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<filter name="lead" string="Lead" domain="[('type','=', 'lead')]" help="Show only lead"/>
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<filter name="opportunity" string="Opportunity" domain="[('type','=','opportunity')]" help="Show only opportunity"/>
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<filter name="filter_opportunity" string="Opportunities" domain="[('type','=','opportunity')]" help="Show only opportunities" groups="crm.group_use_lead"/>
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<filter name="filter_lead" string="Leads" domain="[('type','=', 'lead')]" help="Show only leads" groups="crm.group_use_lead"/>
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<separator/>
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<filter string="Won" name="won"
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domain="[('probability', '=', 100)]"/>
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@@ -74,7 +74,7 @@
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<field name="team_id" context="{'invisible_team': False}"/>
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<field name="user_id" string="Salesperson"/>
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<separator/>
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<filter string="Creation Date" name="filter_create_date" date="create_date" default_period="this_year"/>
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<filter name="filter_create_date" date="create_date" default_period="this_year"/>
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<filter string="Expected Closing" name="filter_date_deadline" date="date_deadline"/>
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<filter string="Date Closed" name="date_closed_filter" date="date_closed"/>
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<group expand="0" string="Extended Filters">
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@@ -89,6 +89,7 @@
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<field name="date_open"/>
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<field name="date_closed"/>
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</group>
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<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
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<group expand="1" string="Group By">
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<filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}" />
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<filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/>
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@@ -96,9 +97,12 @@
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<filter string="Country" name="country" context="{'group_by':'country_id'}" />
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<filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<filter string="Stage" name="stage" context="{'group_by':'stage_id'}"/>
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<filter string="Campaign" name="compaign" domain="[]" context="{'group_by':'campaign_id'}"/>
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<filter string="Medium" name="medium" domain="[]" context="{'group_by':'medium_id'}"/>
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<filter string="Source" name="source" domain="[]" context="{'group_by':'source_id'}"/>
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<separator orientation="vertical" />
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<filter string="Creation Date" context="{'group_by':'create_date:month'}" name="month"/>
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<filter string="Conversion Date" context="{'group_by':'date_conversion:month'}" name="conversion_date" help="Conversion Date from Lead to Opportunity"/>
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<filter string="Conversion Date" context="{'group_by':'date_conversion:month'}" name="conversion_date" help="Conversion Date from Lead to Opportunity" groups="crm.group_use_lead"/>
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<filter string="Expected Closing" context="{'group_by':'date_deadline:month'}" name="date_deadline"/>
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<filter string="Closed Date" context="{'group_by':'date_closed'}" name="date_closed_groupby"/>
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<filter string="Lost Reason" name="lostreason" context="{'group_by':'lost_reason'}"/>
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@@ -112,7 +116,7 @@
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<field name="res_model">crm.lead</field>
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<field name="view_mode">graph,pivot,tree,form</field>
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<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
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<field name="context">{'search_default_opportunity': True, 'search_default_current': True}</field>
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<field name="context">{'search_default_filter_opportunity': True, 'search_default_current': True}</field>
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<field name="view_ids"
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eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph')}),
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@@ -134,7 +138,7 @@
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<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
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<field name="context">{
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'default_type': 'lead',
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'search_default_lead': True,
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'search_default_filter_lead': True,
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'search_default_filter_create_date': 1,
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}</field>
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<field name="view_ids"
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@@ -113,7 +113,7 @@
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<field name="context">{
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'search_default_team_id': [active_id],
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'tree_view_ref': 'crm.crm_case_tree_view_oppor',
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'search_default_opportunity': True,
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'search_default_filter_opportunity': True,
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'search_default_filter_create_date': 1}</field>
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<field name="domain">[]</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 channels of the sales pipeline.</field>
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