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[IMP] crm: add pivot views next to graph views

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The graph view has been splitted into pivot/graph view.  This commit add
a pivot view whenever a graph view was defined.
This commit is contained in:
Géry Debongnie
2014-12-19 14:34:23 +01:00
parent 21231eb120
commit f27dee8d1e
8 changed files with 136 additions and 50 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/crm_lead_menu.xml
+1 -2
View File
@@ -33,7 +33,7 @@
<record model="ir.actions.act_window" id="crm_lead_opportunities">
<field name="name">Opportunities</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">kanban,tree,graph,form,calendar</field>
<field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="context">{
'stage_type': 'opportunity',
@@ -41,7 +41,6 @@
'default_user_id': uid
}
</field>
<field name="view_id" eval="False"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="help" type="html">
<p>
addons/crm/crm_lead_view.xml
+12
View File
@@ -216,6 +216,18 @@
</field>
</record>
<!-- CRM Lead Pivot View -->
<record model="ir.ui.view" id="crm_case_pivot_view_leads">
<field name="name">Opportunities</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<pivot string="Opportunities" display_quantity="true">
<field name="stage_id" type="row"/>
<field name="planned_revenue" type="measure"/>
</pivot>
</field>
</record>
<!-- CRM Lead Graph View -->
<record model="ir.ui.view" id="crm_case_graph_view_leads">
<field name="name">Opportunities</field>
addons/crm/report/crm_lead_report_view.xml
+20 -2
View File
@@ -10,7 +10,6 @@
<graph string="Leads Analysis" type="pivot" stacked="True">
<field name="team_id" type="row"/>
<field name="create_date" interval="month" type="col"/>
<field name="nbr_cases" type="measure"/>
<field name="probable_revenue" type="measure"/>
</graph>
</field>
@@ -27,6 +26,19 @@
</field>
</record>
<record id="view_report_crm_lead_pivot" model="ir.ui.view">
<field name="name">crm.lead.report.pivot</field>
<field name="model">crm.lead.report</field>
<field name="arch" type="xml">
<pivot string="Leads Analysis" disable_linking="True">
<field name="team_id" type="row"/>
<field name="create_date" interval="month" type="col"/>
<field name="nbr_cases" type="measure"/>
<field name="probable_revenue" type="measure"/>
</pivot>
</field>
</record>
<!-- Custom reports (aka filters) -->
<record id="filter_leads_long_term_revenue" model="ir.filters">
<field name="name">Long Term Revenue</field>
@@ -112,11 +124,17 @@
<field name="name">Leads Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph</field>
<field name="view_mode">pivot,graph</field>
<field name="context">{}</field>
<field name="domain">[]</field>
<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 model="ir.actions.act_window.view" id="action_report_crm_lead_pivot">
<field name="sequence" eval="1"/>
<field name="view_mode">pivot</field>
<field name="view_id" ref="view_report_crm_lead_pivot"/>
<field name="act_window_id" ref="action_report_crm_lead"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_lead_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
addons/crm/report/crm_opportunity_report_view.xml
+23 -4
View File
@@ -2,15 +2,28 @@
<openerp>
<data>
<!-- Opportunities by user and team pivot View -->
<record id="view_report_crm_opportunity_pivot" model="ir.ui.view">
<field name="name">crm.opportunity.report.pivot</field>
<field name="model">crm.opportunity.report</field>
<field name="arch" type="xml">
<pivot string="Leads Analysis" disable_linking="True">
<field name="create_date" interval="month" type="col"/>
<field name="stage_id" type="row"/>
<field name="nbr_cases" type="measure"/>
<field name="total_revenue" type="measure"/>
</pivot>
</field>
</record>
<!-- Opportunities by user and team Graph View -->
<record id="view_report_crm_opportunity_graph" model="ir.ui.view">
<field name="name">crm.opportunity.report.graph</field>
<field name="model">crm.opportunity.report</field>
<field name="arch" type="xml">
<graph string="Leads Analysis" type="pivot" stacked="True">
<field name="create_date" interval="month" type="col"/>
<graph string="Leads Analysis" stacked="True">
<field name="stage_id" type="row"/>
<field name="nbr_cases" type="measure"/>
<field name="create_date" interval="month" type="col"/>
<field name="total_revenue" type="measure"/>
</graph>
</field>
@@ -105,7 +118,7 @@
<field name="name">Opportunities Analysis</field>
<field name="res_model">crm.opportunity.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph</field>
<field name="view_mode">pivot,graph</field>
<field name="context">{'search_default_opportunity': 1}</field>
<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 teams of the sales pipeline.</field>
</record>
@@ -115,6 +128,12 @@
<field name="view_id" ref="view_report_crm_opportunity_graph"/>
<field name="act_window_id" ref="action_report_crm_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_pivot">
<field name="sequence" eval="1"/>
<field name="view_mode">pivot</field>
<field name="view_id" ref="view_report_crm_opportunity_pivot"/>
<field name="act_window_id" ref="action_report_crm_opportunity"/>
</record>
<menuitem name="Opportunities Analysis" id="menu_report_crm_opportunities_tree"
parent="base.next_id_64" action="action_report_crm_opportunity" sequence="5"/>
addons/crm/report/crm_phonecall_report_view.xml
+25 -6
View File
@@ -2,17 +2,30 @@
<openerp>
<data>
<!-- Phone calls by user and team Graph View -->
<!-- Phone calls by user and team Pivot View -->
<record id="view_report_crm_phonecall_graph" model="ir.ui.view">
<field name="name">crm.phonecall.report.graph</field>
<record id="view_report_crm_phonecall_pivot" model="ir.ui.view">
<field name="name">crm.phonecall.report.pivot</field>
<field name="model">crm.phonecall.report</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Phone calls" type="pivot" stacked="True">
<pivot string="Phone calls" disable_linking="True">
<field name="team_id" type="row"/>
<field name="create_date" interval="month" type="col"/>
<field name="nbr" type="measure"/>
<field name="duration" type="measure"/>
</pivot>
</field>
</record>
<!-- Phone calls by user and team Graph View -->
<record id="view_report_crm_phonecall_graph" model="ir.ui.view">
<field name="name">crm.phonecall.report.graph</field>
<field name="model">crm.phonecall.report</field>
<field name="arch" type="xml">
<graph string="Phone calls">
<field name="create_date" interval="month"/>
<field name="team_id"/>
<field name="nbr" type="measure"/>
</graph>
</field>
</record>
@@ -83,9 +96,8 @@
<field name="name">Phone Calls Analysis</field>
<field name="res_model">crm.phonecall.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph</field>
<field name="view_mode">pivot,graph</field>
<field name="context">{'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_id" ref="view_report_crm_phonecall_graph"/>
<field name="search_view_id" ref="view_report_crm_phonecall_filter"/>
<field name="help">From this report, you can analyse the performance of your sales team, based on their phone calls. You can group or filter the information according to several criteria and drill down the information, by adding more groups in the report.</field>
</record>
@@ -97,6 +109,13 @@
<field name="act_window_id" ref="action_report_crm_phonecall"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_pivot">
<field name="sequence" eval="1"/>
<field name="view_mode">pivot</field>
<field name="view_id" ref="view_report_crm_phonecall_pivot"/>
<field name="act_window_id" ref="action_report_crm_phonecall"/>
</record>
<menuitem name="Phone Calls Analysis"
groups="base.group_sale_salesman"
action="action_report_crm_phonecall"
addons/crm_claim/report/crm_claim_report_view.xml
+18 -12
View File
@@ -2,15 +2,29 @@
<openerp>
<data>
<!-- CRM Claim Report Pivot View -->
<record id="view_report_crm_claim_pivot" model="ir.ui.view">
<field name="name">crm.claim.report.pivot</field>
<field name="model">crm.claim.report</field>
<field name="arch" type="xml">
<pivot string="Claims" disable_linking="True">
<field name="stage_id" type="row"/>
<field name="team_id" type="col"/>
<field name="nbr" type="measure"/>
</pivot>
</field>
</record>
<!-- CRM Claim Report Graph View -->
<record id="view_report_crm_claim_graph" model="ir.ui.view">
<field name="name">crm.claim.report.graph</field>
<field name="model">crm.claim.report</field>
<field name="arch" type="xml">
<graph string="Claims" type="pivot" stacked="True">
<field name="stage_id" type="row"/>
<field name="team_id" type="col"/>
<graph string="Claims">
<field name="stage_id"/>
<field name="team_id"/>
<field name="nbr" type="measure"/>
</graph>
</field>
@@ -68,20 +82,12 @@
<field name="name">Claims Analysis</field>
<field name="res_model">crm.claim.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph</field>
<field name="view_mode">pivot,graph</field>
<field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_id" ref="view_report_crm_claim_graph"/>
<field name="search_view_id" ref="view_report_crm_claim_filter"/>
<field name="help">Have a general overview of all claims processed in the system by sorting them with specific criteria.</field>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_report_crm_claim_graph"/>
<field name="act_window_id" ref="action_report_crm_claim"/>
</record>
<menuitem name="Claims Analysis" id="menu_report_crm_claim_tree"
action="action_report_crm_claim" parent="base.next_id_64" sequence="15"/>
addons/crm_helpdesk/report/crm_helpdesk_report_view.xml
+18 -12
View File
@@ -2,16 +2,30 @@
<openerp>
<data>
<!-- Helpdesk report after Sales Services Pivot View -->
<record id="view_report_crm_helpdesk_pivot" model="ir.ui.view">
<field name="name">crm.helpdesk.report.pivot</field>
<field name="model">crm.helpdesk.report</field>
<field name="arch" type="xml">
<pivot string="Helpdesk" type="pivot">
<field name="date" type="row"/>
<field name="team_id" type="row"/>
<field name="state" type="col"/>
<field name="nbr" type="measure"/>
</pivot>
</field>
</record>
<!-- Helpdesk report after Sales Services Graph View -->
<record id="view_report_crm_helpdesk_graph" model="ir.ui.view">
<field name="name">crm.helpdesk.report.graph</field>
<field name="model">crm.helpdesk.report</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Helpdesk" type="pivot" stacked="True">
<field name="state" type="row"/>
<field name="team_id" type="col"/>
<graph string="Helpdesk">
<field name="date" interval="month" type="col"/>
<field name="team_id"/>
<field name="nbr" type="measure"/>
</graph>
</field>
@@ -60,20 +74,12 @@
<field name="name">Helpdesk Analysis</field>
<field name="res_model">crm.helpdesk.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph</field>
<field name="view_mode">pivot,graph</field>
<field name="context">{"search_default_year":1,"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_id" ref="view_report_crm_helpdesk_graph"/>
<field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
<field name="help">Have a general overview of all support requests by sorting them with specific criteria such as the processing time, number of requests answered, emails sent and costs.</field>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_report_crm_helpdesk_graph"/>
<field name="act_window_id" ref="action_report_crm_helpdesk"/>
</record>
<menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
id="menu_report_crm_helpdesks_tree" parent="base.next_id_64" sequence="20"/>
addons/crm_partner_assign/report/crm_lead_report_view.xml
+19 -12
View File
@@ -36,17 +36,31 @@
</field>
</record>
<!-- Crm Lead Assign report pivot View -->
<record id="view_report_crm_lead_assign_pivot" model="ir.ui.view">
<field name="name">crm.lead.assign.pivot</field>
<field name="model">crm.lead.report.assign</field>
<field name="arch" type="xml">
<pivot string="Lead Assign" disable_linking="True">
<field name="stage_id" type="row"/>
<field name="date_assign" interval="month" type="col"/>
<field name="delay_open" type="measure"/>
<field name="probability" type="measure"/>
</pivot>
</field>
</record>
<!-- Crm Lead Assign report Graph View -->
<record id="view_report_crm_lead_assign_graph" model="ir.ui.view">
<field name="name">crm.lead.assign.graph</field>
<field name="model">crm.lead.report.assign</field>
<field name="arch" type="xml">
<graph string="Lead Assign" type="pivot" stacked="True">
<field name="stage_id" type="row"/>
<field name="date_assign" interval="month" type="col"/>
<graph string="Lead Assign">
<field name="date_assign"/>
<field name="stage_id"/>
<field name="delay_open" type="measure"/>
<field name="probability" type="measure"/>
</graph>
</field>
</record>
@@ -58,17 +72,10 @@
<field name="res_model">crm.lead.report.assign</field>
<field name="view_type">form</field>
<field name="context">{'default_type': 'opportunity', 'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_mode">graph</field>
<field name="view_mode">pivot,graph</field>
<field name="domain">[('type', '=', 'opportunity')]</field>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_lead_assign_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_report_crm_lead_assign_graph"/>
<field name="act_window_id" ref="action_report_crm_opportunity_assign"/>
</record>
<menuitem id="menu_report_crm_opportunities_assign_tree"
parent="base.next_id_64" action="action_report_crm_opportunity_assign" sequence="20"/>