abd-msyukyu-odoo
2a48b989c1
Add a new submenu "Forecast" in "Reporting" for CRM The Forecast shows 4 views: 1. Kanban 2. Graph 3. Pivot 4. List Objective Shows the short term forecast for opportunities (crm_lead) based on their expected closing (date_deadline) and have an overview of the prorated revenues for each period (defaults to month). Implementation 1. Kanban - the progressbar is using the prorated_revenue - the forecast_field is date_deadline - the default groupby is date_deadline 2.3. Graph, Pivot - the measure defaults to the prorated_revenue - the row defaults to date_deadline 4. List - shows the prorated_revenue The special filter "Forecast" is defined to be used by the forecastModelExtension (JS). (define the forecast_filter context key) The forecast_field context key is defined in the action to be used by the forecastModelExtension and the forecastService (JS). The demo data for opportunities is updated to spread date_deadline over 4 months Enable drag&drop and quickCreate features for the kanban view with the use of the allow_group_range_value <field> xml attribute Add a "Won" flag for the forecast view to better distinguish opportunities that need to be worked on Test tour Task-ID: 2243913 PR odoo/odoo#69380 ENT PR odoo/enterprise#18547
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