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[IMP] crm,purchase: Improve the reporting menu

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Pupose of the task is, to set up a dedicated 'dashboard' reporting menu
item, and make the graph view the default the other 'leads' and
'opportunities' reporting menus.

So in this commit, change the default view graph in normal report
(except dashbaord menu) and each menu should be submenu of reporting
menu Also apply default filter for lead reporting menu

TaskID: 2311392
Related Enterprise: https://github.com/odoo/enterprise/pull/12419

closes odoo/odoo#55598

Closes: #55598
Related: odoo/enterprise#12419
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
This commit is contained in:
mir-odoo
2020-11-05 11:00:27 +00:00
committed by Barad Mahendra
parent fc0754f569
commit e9638fd3ae
2 changed files with 9 additions and 4 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/report/crm_opportunity_report_views.xml
+7 -3
View File
@@ -110,7 +110,7 @@
<record id="crm_opportunity_report_action" model="ir.actions.act_window">
<field name="name">Pipeline Analysis</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">pivot,graph,tree,form</field>
<field name="view_mode">graph,pivot,tree,form</field>
<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
<field name="context">{'search_default_opportunity': True, 'search_default_current': True}</field>
<field name="view_ids"
@@ -132,9 +132,13 @@
<record id="crm_opportunity_report_action_lead" model="ir.actions.act_window">
<field name="name">Leads Analysis</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">pivot,graph,tree,form</field>
<field name="view_mode">graph,pivot,tree</field>
<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
<field name="context">{'search_default_current': True, 'search_default_archived': True}</field>
<field name="context">{
'default_type': 'lead',
'search_default_lead': True,
'search_default_filter_create_date': 1,
}</field>
<field name="view_ids"
eval="[(5, 0, 0),
(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph_lead')}),
addons/purchase/report/purchase_report_views.xml
+2 -1
View File
@@ -67,6 +67,7 @@
<field name="target">current</field>
</record>
<menuitem id="purchase_report" name="Reporting" parent="purchase.menu_purchase_root" sequence="99" groups="purchase.group_purchase_manager" action="action_purchase_order_report_all"/>
<menuitem id="purchase_report_main" name="Reporting" parent="purchase.menu_purchase_root" sequence="99" groups="purchase.group_purchase_manager"/>
<menuitem id="purchase_report" name="Purchase" parent="purchase.purchase_report_main" sequence="99" groups="purchase.group_purchase_manager" action="action_purchase_order_report_all"/>
</odoo>