[IMP] crm,website_crm_{iap_reveal, partner_assign}: organize reporting measures
This commit removes the unnecessary measures(like partner latitude/longitude) from the lead related graph views. Also, we try to order the measures and keep time related measures(Days to Assign, Days to Close, Exceeded Closing Days, etc) first and revenue related measures(Expected Revenues, Prorated Revenues, etc) last. Note that with this commit, recurring revenue related measures will be displayed only when the feature is activated. ent PR: https://github.com/odoo/enterprise/pull/21981 Task-2674367 closes odoo/odoo#79167 Related: odoo/enterprise#21981 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
Mitul Shah
committed by
Thibault Delavallée
Thibault Delavallée
parent
2ba68a266c
commit
e3f13e08e3
@@ -23,6 +23,13 @@
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<pivot string="Leads Analysis" sample="1">
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<field name="create_date" interval="month" type="row"/>
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<field name="team_id" type="col"/>
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<field name="color" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="crm.group_use_recurring_revenues"/>
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<field name="recurring_revenue_monthly_prorated" groups="crm.group_use_recurring_revenues"/>
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<field name="recurring_revenue" groups="crm.group_use_recurring_revenues"/>
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</pivot>
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</field>
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</record>
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@@ -50,6 +57,12 @@
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<field name="create_date" interval="month"/>
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<field name="team_id"/>
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<field name="color" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="crm.group_use_recurring_revenues"/>
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<field name="recurring_revenue_monthly_prorated" groups="crm.group_use_recurring_revenues"/>
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<field name="recurring_revenue" groups="crm.group_use_recurring_revenues"/>
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</graph>
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</field>
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</record>
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@@ -900,6 +900,9 @@
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<field name="day_close" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="crm.group_use_recurring_revenues"/>
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<field name="recurring_revenue_monthly_prorated" groups="crm.group_use_recurring_revenues"/>
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<field name="recurring_revenue" groups="crm.group_use_recurring_revenues"/>
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</graph>
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</field>
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</record>
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@@ -912,8 +915,13 @@
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<field name="create_date" interval="month" type="row"/>
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<field name="stage_id" type="col"/>
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<field name="expected_revenue" type="measure"/>
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<field name="recurring_revenue_monthly" type="measure" groups="crm.group_use_recurring_revenues"/>
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<field name="color" invisible="1"/>
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<field name="automated_probability" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="recurring_revenue_monthly" type="measure" groups="crm.group_use_recurring_revenues"/>
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<field name="recurring_revenue_monthly_prorated" groups="crm.group_use_recurring_revenues"/>
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<field name="recurring_revenue" groups="crm.group_use_recurring_revenues"/>
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</pivot>
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</field>
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</record>
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@@ -933,6 +941,9 @@
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<field name="day_close" invisible="1"/>
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<field name="message_bounce" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="recurring_revenue_monthly" groups="crm.group_use_recurring_revenues"/>
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<field name="recurring_revenue_monthly_prorated" groups="crm.group_use_recurring_revenues"/>
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<field name="recurring_revenue" groups="crm.group_use_recurring_revenues"/>
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</pivot>
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</field>
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</record>
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@@ -66,4 +66,38 @@
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</xpath>
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</field>
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</record>
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<record id="crm_lead_view_graph_report_forecast" model="ir.ui.view">
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<field name="name">crm.lead.view.graph.forecast.inherit.website.crm.iap.reveal</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_lead_view_graph_forecast"/>
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<field name="arch" type="xml">
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<xpath expr="//graph" position="inside">
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<field name="reveal_iap_credits" invisible="1"/>
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</xpath>
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</field>
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</record>
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<record id="crm_lead_view_pivot_forecast" model="ir.ui.view">
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<field name="name">crm.lead.view.pivot.forecast.inherit.website.crm.iap.reveal</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_lead_view_pivot_forecast"/>
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<field name="arch" type="xml">
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<xpath expr="//pivot" position="inside">
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<field name="reveal_iap_credits" invisible="1"/>
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</xpath>
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</field>
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</record>
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<record id="crm_opportunity_report_view_pivot_lead" model="ir.ui.view">
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<field name="name">crm.opportunity.report.view.pivot.lead.inherit.website.crm.iap.reveal</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_opportunity_report_view_pivot_lead"/>
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<field name="arch" type="xml">
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<xpath expr="//pivot" position="inside">
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<field name="reveal_iap_credits" invisible="1"/>
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</xpath>
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</field>
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</record>
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</odoo>
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@@ -101,6 +101,30 @@
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</field>
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</record>
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<record id="crm_opportunity_report_view_pivot_lead" model="ir.ui.view">
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<field name="name">crm.opportunity.report.view.pivot.lead.inherit.partner_assign</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_opportunity_report_view_pivot_lead"/>
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<field name="arch" type="xml">
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<xpath expr="//pivot" position="inside">
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<field name="partner_latitude" invisible="1"/>
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<field name="partner_longitude" invisible="1"/>
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</xpath>
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</field>
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</record>
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<record id="crm_lead_view_pivot_forecast" model="ir.ui.view">
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<field name="name">crm.lead.view.pivot.forecast.inherit.website.crm.partner.assign</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_lead_view_pivot_forecast"/>
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<field name="arch" type="xml">
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<xpath expr="//pivot" position="inside">
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<field name="partner_latitude" invisible="1"/>
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<field name="partner_longitude" invisible="1"/>
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</xpath>
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</field>
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</record>
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<record id="crm_lead_view_graph" model="ir.ui.view">
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<field name="name">crm.lead.view.graph.inherit.partner.assign</field>
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<field name="model">crm.lead</field>
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@@ -113,6 +137,18 @@
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</field>
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</record>
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<record id="crm_lead_view_graph_forecast" model="ir.ui.view">
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<field name="name">crm.lead.view.graph.forecast.inherit.website.crm.partner.assign</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_lead_view_graph_forecast"/>
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<field name="arch" type="xml">
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<xpath expr="//graph" position="inside">
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<field name="partner_latitude" invisible="1"/>
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<field name="partner_longitude" invisible="1"/>
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</xpath>
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</field>
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</record>
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<record id="crm_lead_view_graph_report_opportunity" model="ir.ui.view">
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<field name="name">crm.lead.view.graph.report.opportunity.inherit.partner.assign</field>
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<field name="model">crm.lead</field>
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