Commit Graph

298 Commits

Author SHA1 Message Date
Géry Debongnie 3078cfbbd1 [FIX] remove filter for new leads/opportunity (crm)
requested by fp. the filter is wrong and not very useful from a
functional viewpoint.
2014-11-28 14:26:25 +01:00
Géry Debongnie 5f756d2510 [FIX] yet another filter fix... (crm reporting)
Same problem as before: filters do not compose properly with the implicit
'&', and they are filtering on the wrong model (should filter on probability
in the crm.case.stage model and not on the crm.opportunity.report)
2014-11-24 09:09:34 +01:00
qdc f57787e07e [IMP] Cleaning of reporting (group_by, filters), adding new favourites and default views, some renaming (py and xml files) 2014-08-26 11:56:49 +02:00
Christophe Simonis 5a5f811d23 [REVERT] commit 5e5c73e
Branch 8.0 is a **stable** branch. This mean no database schema
changes.
2014-08-22 13:59:22 +02:00
qdc 5e5c73e7ba [IMP] Cleaning of reporting (group_by, filters), adding new favourites and default views, some renaming (py and xml files) 2014-08-22 09:49:09 +02:00
Olivier Dony 6c4cf84ce8 [IMP] sale, crm: remove remaining interval filters, continuing 366a30d 2014-07-30 15:13:38 +02:00
Géry Debongnie 366a30db95 [FIX] correct various date issues in reporting
* remove old 'day', 'month', 'field' and replace them by the actual
date/datetime field
* remove weird cast to char when creating the view to prevent crash
when grouping on them
* remove duplicates (such as 'creation_date' and 'create_date')
* fix typing errors (field type date defined as a datetime in the
postgres view)
* fix search view definition
2014-07-30 15:11:22 +02:00
Géry Debongnie 6f563d6284 [FIX] correctly type date field in crm_lead_report
opening_date and date_closed were cast to char but are supposed to be
dates.  When you try to group crm_lead_report by one of them, postgres
was not happy.  Now, it properly tells postgres that they are of type
date.
2014-07-30 15:11:22 +02:00
Thibault Delavallée c33863ed75 [FIX] crm: fixed fields defind in crm_lead_report_view for group_by. Some of them were incorrect. 2014-07-15 10:24:34 +02:00
Jeremy Kersten faba7cd5aa [IMP] Crm: Add tracking mixin to manage utm campaign and add this mixin to mass_mailing, crm_lead and sale_order 2014-07-08 17:33:00 +02:00
Thibault Delavallée 27fa618882 [REV] Partial revert of search view changes: indeed the graph view is not already capable of handling group_by on any field, declaring them is still necessary. 2014-07-04 16:44:55 +02:00
Thibault Delavallée 44a5268c00 [IMP] addons: search view cleaning / improvements due to the new search view display 2014-07-01 11:28:08 +02:00
Jaydeep Barot 026e38b48f [REM] Unnecessary `size` parameters on char fields 2014-06-25 17:13:43 +02:00
Géry Debongnie 62900fe01b Merge remote-tracking branch 'odoo/master' into master-inline-searchview-ged
Conflicts:
	addons/crm/crm_case_section_view.xml
2014-05-26 10:06:31 +02:00
Géry Debongnie 555677f14d [IMP] replace all 'Group By...' by 'Group By'
in all searchview, the 'Group By...' looks weird, next to the Custom
Reports and Filters.  This change was requested by the upper management
2014-05-22 11:44:35 +02:00
Prashant Panchal (OpenERP) 138ffedbf0 [MERGE]: Merged with addons 2014-05-09 18:47:56 +05:30
Prashant Panchal (OpenERP) 6c0389279a [IMP]add groups 'base.group_multi_salesteams' on sales team dependent module 2014-05-09 13:13:13 +05:30
Barad Mahendra 07ccf397a3 [Merge]with trunk
bzr revid: mba@tinyerp.com-20140507104533-jeorqz7rtx8m8i1c
2014-05-07 16:15:33 +05:30
Antony Lesuisse 0ad1789736 [FIX] crm report revert the split of opportunity and leads
Partialy revert 9007 tde@openerp.com-20131205160029-1tljp52ovcavwxel, restoring
the default_search context instead of domain, restoring the analysis
encompassing both leads and opportunities lifecycle.

bzr revid: al@openerp.com-20140429233909-fy9y85tsnjs262tl
2014-04-30 01:39:09 +02:00
Mahendra Barad (OpenERP) da5f8b26df [Merge]with trunk
bzr revid: mba@tinyerp.com-20140228131855-obhatiecnzv1bgqu
2014-02-28 18:48:55 +05:30
Mahendra Barad (OpenERP) 3ed1c1b3a6 [IMP]improved priority and remove unused methods
bzr revid: mba@tinyerp.com-20140214114937-uzli19c8anu40lgn
2014-02-14 17:19:37 +05:30
Gery Debongnie 08e8a2547a [IMP] improves some reporting views in CRM (accessed from the sales team screen) (addon crm)
bzr revid: ged@openerp.com-20140210153808-3iwrihu7a28vca1y
2014-02-10 16:38:08 +01:00
Gery Debongnie ab9300e995 [REF] removes some useless lines that should have been removed earlier when reworking the reporting views in addon crm
bzr revid: ged@openerp.com-20140207135134-wqklenfb1qarwv63
2014-02-07 14:51:34 +01:00
Gery Debongnie 04301f3b1e [FIX] correct various actions in kanban view in sales team: now the user can go to the various reporting view in graph view (addons crm/sale_crm)
bzr revid: ged@openerp.com-20140207135038-6tx5ywxxdxywn8cb
2014-02-07 14:50:38 +01:00
Gery Debongnie 1edb992857 [IMP] removes the hardcoded Day, Month, Year value in crm.phonecall.report model and updates the corresponding view (addon crm)
bzr revid: ged@openerp.com-20140129095655-xn031hst4yw79kna
2014-01-29 10:56:55 +01:00
Gery Debongnie 3d6a575d03 [IMP] changes the crm_lead graph view in reporting, to use the new groupby interval features of graph view (addon crm)
bzr revid: ged@openerp.com-20140124122439-t8vvgy9zebbhhy2a
2014-01-24 13:24:39 +01:00
Gery Debongnie e21539cb88 [IMP] removes old tree view in reporting/crm and replaces them by the new graph view in pivot mode by default (addon crm)
bzr revid: ged@openerp.com-20131231105348-dzcv1rriy3dwqk54
2013-12-31 11:53:48 +01:00
Gery Debongnie 6474a028d2 [IMP] changes the xml description of the graphs to use the new graph view (and to make sure the result is as close as possible) (addon crm)
bzr revid: ged@openerp.com-20131224102650-rbekdotddbgfylcp
2013-12-24 11:26:50 +01:00
Turkesh Patel (Open ERP) 6e1b899aa9 [IMP] improved code
bzr revid: tpa@tinyerp.com-20130904114335-jfptxzwdgt2xjzm1
2013-09-04 17:13:35 +05:30
Turkesh Patel (Open ERP) b63f89a74e [RMV] remove improvemets to calculate amount based on currency from analysis reports.
bzr revid: tpa@tinyerp.com-20130904112540-4ovecz1mpjkok7ge
2013-09-04 16:55:40 +05:30
Turkesh Patel (Open ERP) 91403dbcb7 [MRG] merge lp:openobject-addons
bzr revid: tpa@tinyerp.com-20130813105040-bzc0jzotlnlwa197
2013-08-13 16:20:40 +05:30
Turkesh Patel (Open ERP) 9daabe3754 [IMP] show sales analysis based on cretion date for quatation and for sales based on confirm date.
bzr revid: tpa@tinyerp.com-20130806091124-650f98bm7d1e004e
2013-08-06 14:41:24 +05:30
Turkesh Patel (Open ERP) 7f6daa12f9 [IMP] Improved report of lead/apportunity analysis to show in user currency and improved code to show target and forcast amount in current user currency.
bzr revid: tpa@tinyerp.com-20130805113549-9vmwd2v0zsjwlcms
2013-08-05 17:05:49 +05:30
Turkesh Patel (Open ERP) 0049c8efe8 [IMP] Improved code of sale report to inherit and add fields in sale_crm,sale_stock modules, added proper domins on the actions in sales teams kanban
bzr revid: tpa@tinyerp.com-20130729101117-6sxwrsh2coz8ygkd
2013-07-29 15:41:17 +05:30
Thibault Delavallée b49d94408f [FIX] crm: added date_last_stage_update in crm + report
bzr revid: tde@openerp.com-20130717141336-ul8xwlveh3c1w9y9
2013-07-17 16:13:36 +02:00
Thibault Delavallée 707373ec9e [FIX] crm modules: various fixes about state removal.
bzr revid: tde@openerp.com-20130716153818-7ag1nrjyylj6ze8n
2013-07-16 17:38:18 +02:00
Thibault Delavallée 0e9fd3d5d5 [IMP] crm: removed state field. Refactored code according to the new guidelines.
bzr revid: tde@openerp.com-20130716151003-c2df3nzgo1by0hyi
2013-07-16 17:10:03 +02:00
Christophe Matthieu 2fd37179ba [IMP] sale,crm: add groups group_multi_salesteams for filter and groupby
bzr revid: chm@openerp.com-20130521142753-silv9ee2nltyuy8f
2013-05-21 16:27:53 +02:00
Quentin (OpenERP) 33f27b362b [MERGE] forward port of addons v7 up to revision 9045
bzr revid: qdp-launchpad@openerp.com-20130422153449-c62emljfa4a49758
2013-04-22 17:34:49 +02:00
Olivier Dony feefb0ad36 [FIX] search views: use child_of operator for partner_id fields that can reference both companies and contacts
The goal is to match both the Company and its contacts
when searching for the Company

bzr revid: odo@openerp.com-20130420022642-6qe8pp4ifexjms65
2013-04-20 04:26:42 +02:00
Vo Minh Thu e69326ee3b [REF] removed explicit model instanciations.
bzr revid: vmt@openerp.com-20130415102349-vgcrfok2k5y10cwz
2013-04-15 12:23:49 +02:00
Thibault Delavallée ba9412cb5d [CLEAN] addons: various linkt cleanup (indentation, spaces, ...).
bzr revid: tde@openerp.com-20130403081009-jy35sm7dl4pq7eyu
2013-04-03 10:10:09 +02:00
Thibault Delavallée 66e67c3e12 [MERGE] Sync with trunk
bzr revid: tde@openerp.com-20130328160805-v5z2o0pwnkzkwfff
bzr revid: tde@openerp.com-20130329085051-ov82oaec9lw35w3u
2013-03-29 09:50:51 +01:00
Christophe Matthieu 454d3a0d4b [IMP] crm.case.section,salesteams: add groups multi_salesteams
bzr revid: chm@openerp.com-20130325165125-a5t5fdbnz9rqw1jp
2013-03-25 17:51:25 +01:00
Vo Minh Thu 9bb5ee90e4 [IMP] removed unused netsvc imports.
bzr revid: vmt@openerp.com-20130222161029-zecwro75yra2vz0d
2013-02-22 17:10:29 +01:00
Vo Minh Thu e7f4891d46 [IMP] use the openerp namespace.
bzr revid: vmt@openerp.com-20121206145632-0h1coh5aaem65wsy
2012-12-06 15:56:32 +01:00
Quentin (OpenERP) fa7db1d68b [IMP] crm: optimized the crm lead analysis report to lower the response time. Removed the field email that was the reason of the bad performances besides being a bit useless
bzr revid: qdp-launchpad@openerp.com-20121129112229-b4n9cb23b7e10n41
2012-11-29 12:22:29 +01:00
Jalpesh Patel (OpenERP) d4f4cc3d11 [IMP] phonecalls analysis grouped by salesperson by default
bzr revid: pja@tinyerp.com-20121107102038-l3s4s9glh802xpn3
2012-11-07 15:50:38 +05:30
Nimesh (Open ERP) 8c42299413 [REMOVE] remove create button form all posgress report.
bzr revid: nco@tinyerp.com-20120927083839-ruhpxzwgdyasodfe
2012-09-27 14:08:39 +05:30
Ajay Chauhan (OpenERP) 526b38a1f8 [IMP] crm: removed duplicated field in search view & delete state field too
bzr revid: cha@tinyerp.com-20120904114902-rfxk2xleihid083b
2012-09-04 17:19:02 +05:30