ijas ahammed 920b673098 [IMP] crm: improve pipeline analysis report search view
This commit improve the pipeline analysis search for a better
usability. The changes includes:

- Rename 'My Opportunities' filter to 'My Pipeline'
- Move 'Opportunity' filter above 'Lead', rename it to
  'Opportunities', and display only if leads are activated
- Rename 'Lead' filter to 'Leads', and display only if leads are
  activated
- Remove the string from filter 'Creation Date', and use the
  default field name (which is 'Created On').

Also updated some filter names to have a global convention
and avoid name clashing, updated filter names are listed below.

- `opportunity` to `filter_opportunity`
- `lead` to `filter_lead`

As we need to display same filters and groupby in both community and
enterprise pipeline report search view, we have removed the search
view `crm_opportunity_view_search` from enterprise so that we can use
the community view there and both becomes the same view.

So in this commit we have also added some filters and groupby to
community version(`crm.crm_opportunity_report_view_search`) which was
existed in enterprise search view (`crm_enterprise.crm_opportunity_view_search`)
so that we dont miss any filters used in enterprise.

The filter and groupby added are listed below:
 Filter:
  - inactive

 Groupby:
  - compaign
  - medium
  - source

Apart from this, we have added groups `crm.group_use_lead` to the
groupby filter `conversion_date`.

Enterprise: odoo/enterprise/pull/18797
Upgrade: odoo/upgrade/pull/2937
TaskID-2343223

closes odoo/odoo#71796

Related: odoo/enterprise#18797
Related: odoo/upgrade#2937
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
2021-10-28 15:27:27 +00:00
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2015-09-08 15:45:09 +02:00
2015-09-08 17:58:38 +02:00
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2021-10-07 17:59:53 +00:00
2021-10-21 19:09:48 +00:00
2021-10-21 19:09:48 +00:00

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Odoo

Odoo is a suite of web based open source business apps.

The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, ...

Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.

Getting started with Odoo

For a standard installation please follow the Setup instructions from the documentation.

To learn the software, we recommend the Odoo eLearning, or Scale-up, the business game. Developers can start with the developer tutorials

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