diff options
| author | jem-odoo <jem@openerp.com> | 2018-10-11 07:10:53 +0000 |
|---|---|---|
| committer | jem-odoo <jem@openerp.com> | 2018-12-12 11:01:51 +0000 |
| commit | 13eb9b9c5b77cb42616f91dc4db48e0a6aab014e (patch) | |
| tree | cc4a968599bf404e1db014ef06c5df15fd09c677 /addons/crm/security/crm_security.xml | |
| parent | 43e062fabfa0b220df017c8617e033377c3f04e3 (diff) | |
[IMP] crm: filters for activity reporting
This commit improves the CRM reporting by:
- adding new field on the report model
- providing new predefined filters for users
- renaming labels to be more precise
- reorganizing filter and group by
- remove wrong measure in report (probability and days
to close), as they were not correct when multiple
activity on a lead.
Main purpose is to ease finding usefull KPI for the
user, and make the activity reporting a bit less
confusing and limited.
It also now include all user messages (discussion
subtype) and note from activity (when marking activity
as done) in the reporting, so we can have a complete
analysis of action taken on the leads.
Task-1862209
closes odoo/odoo#27767
Diffstat (limited to 'addons/crm/security/crm_security.xml')
| -rw-r--r-- | addons/crm/security/crm_security.xml | 8 |
1 files changed, 8 insertions, 0 deletions
diff --git a/addons/crm/security/crm_security.xml b/addons/crm/security/crm_security.xml index 1cb7832a43a..450b0e3646c 100644 --- a/addons/crm/security/crm_security.xml +++ b/addons/crm/security/crm_security.xml @@ -65,6 +65,14 @@ <field name="domain_force">['|',('user_id','=',user.id),('user_id','=',False)]</field> <field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/> </record> + + <record id="crm_activity_report_rule_multi_company" model="ir.rule"> + <field name="name">CRM Lead Multi-Company</field> + <field name="model_id" ref="model_crm_activity_report"/> + <field name="global" eval="True"/> + <field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field> + </record> + </data> </odoo> |