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[FIX] crm: fixed form view for leads in reporting

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When clicking on "CRM -> Reporting-> Leads (Leads Analysis)" list and form
views are not correctly set, leading to opportunity views. In this commit we

  * have changed the list view from ``crm_case_tree_view_oppor`` to
   ``crm_case_tree_view_leads`` to ensure we use the right view;
  * we are now able to open form view from the list view like all other views;

When clicking on "Teams -> Reporting (on a team vignette) -> Leads" list
view used is the opportunity one. We fix it by correctly setting action
views for ``action_report_crm_lead_salesteam`` reporting action.

Task-id : 2497936

closes odoo/odoo#69575

Related: odoo/enterprise#18338
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
Anjali
2021-05-17 10:28:38 +00:00
committed by Thibault Delavallée
parent 9fe442f384
commit a0ddf651b8
2 changed files with 24 additions and 2 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/report/crm_opportunity_report_views.xml
+4 -1
View File
@@ -144,7 +144,10 @@
<field name="view_ids"
eval="[(5, 0, 0),
(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph_lead')}),
(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot_lead')})]"/>
(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot_lead')}),
(0, 0, {'view_mode': 'form', 'view_id': ref('crm_lead_view_form')}),
(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_leads')}),
]"/>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
No data found!
addons/crm/views/crm_team_views.xml
+20 -1
View File
@@ -82,9 +82,28 @@
<field name="context">{'search_default_team_id': [active_id], 'search_default_filter_create_date': 1}}</field>
<field name="domain">[]</field>
<field name="view_mode">graph,pivot,tree,form</field>
<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
<field name="view_id" ref="crm_lead_view_graph"/>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="help">Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
</record>
<record id="action_report_crm_lead_salesteam_view_graph" model="ir.actions.act_window.view">
<field name="sequence">2</field>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_lead_view_graph"/>
<field name="act_window_id" ref="action_report_crm_lead_salesteam"/>
</record>
<record id="action_report_crm_lead_salesteam_view_pivot" model="ir.actions.act_window.view">
<field name="sequence">3</field>
<field name="view_mode">pivot</field>
<field name="view_id" ref="crm_lead_view_pivot"/>
<field name="act_window_id" ref="action_report_crm_lead_salesteam"/>
</record>
<record id="action_report_crm_lead_salesteam_view_tree" model="ir.actions.act_window.view">
<field name="sequence">4</field>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="action_report_crm_lead_salesteam"/>
</record>
<record id="action_report_crm_opportunity_salesteam" model="ir.actions.act_window">
<field name="name">Pipeline Analysis</field>