From a0ddf651b825d4e7166d179a86edd5fd1ec52e59 Mon Sep 17 00:00:00 2001 From: Anjali Date: Mon, 12 Apr 2021 13:39:58 +0000 Subject: [PATCH] [FIX] crm: fixed form view for leads in reporting 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) --- .../report/crm_opportunity_report_views.xml | 5 ++++- addons/crm/views/crm_team_views.xml | 21 ++++++++++++++++++- 2 files changed, 24 insertions(+), 2 deletions(-) diff --git a/addons/crm/report/crm_opportunity_report_views.xml b/addons/crm/report/crm_opportunity_report_views.xml index 8f2187d0101..128dc1c90ff 100644 --- a/addons/crm/report/crm_opportunity_report_views.xml +++ b/addons/crm/report/crm_opportunity_report_views.xml @@ -144,7 +144,10 @@ + (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')}), + ]"/>

No data found! diff --git a/addons/crm/views/crm_team_views.xml b/addons/crm/views/crm_team_views.xml index 89ff7769940..cbc5622c61b 100644 --- a/addons/crm/views/crm_team_views.xml +++ b/addons/crm/views/crm_team_views.xml @@ -82,9 +82,28 @@ {'search_default_team_id': [active_id], 'search_default_filter_create_date': 1}} [] graph,pivot,tree,form - + + 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. + + 2 + graph + + + + + 3 + pivot + + + + + 4 + tree + + + Pipeline Analysis