Issue 11681

Title
Improve opportunity reporting
Priority
feature
Status
resolved
Superseder
Allow to store currency on opportunity (issue 11679)
Project-Id-Version: Roundup 0.7.0 Report-Msgid-Bugs-To: roundup-devel@lists.sourceforge.net POT-Creation-Date: 2021-07-12 22:10-0400 PO-Revision-Date: 2004-11-20 13:47+0200 Language-Team: English Language: MIME-Version: 1.0 Content-Type: text/plain; charset=us-ascii
Use customer payment term as default value (issue 11680)
Project-Id-Version: Roundup 0.7.0 Report-Msgid-Bugs-To: roundup-devel@lists.sourceforge.net POT-Creation-Date: 2021-07-12 22:10-0400 PO-Revision-Date: 2004-11-20 13:47+0200 Language-Team: English Language: MIME-Version: 1.0 Content-Type: text/plain; charset=us-ascii
Use lazy gettext for date and time series (issue 11678)
Nosy list
ced, pokoli, reviewbot, roundup-bot
Assigned to
ced
Keywords
review

Created on 2022-08-31.17:29:09 by ced, last changed 2 months ago by roundup-bot.

Messages

New changeset e712735946cb by Cédric Krier in branch 'default':
Compare sale opportunity report amounts with equality in scenario
https://hg.tryton.org/tryton-env/rev/e712735946cb
New changeset ab12a2061118 by Cédric Krier in branch 'default':
Compare sale opportunity report amounts with equality in scenario
https://hg.tryton.org/modules/sale_opportunity/rev/ab12a2061118
New changeset 8864dd5f49f4 by Cédric Krier in branch 'default':
Refactor reporting
https://hg.tryton.org/tryton-env/rev/8864dd5f49f4
New changeset bc49b54ef788 by Cédric Krier in branch 'default':
Refactor reporting
https://hg.tryton.org/modules/sale_opportunity/rev/bc49b54ef788
Author: [hidden] (ced) Tryton committer Tryton translator
Date: 2022-08-31.17:29:09

There are few problems with the opportunity reporting:

  • it is based only on start date
  • it does provide trend (like sale reporting)
  • it does not follow the same design as sale reporting

Indeed the reporting should be divided in two kind. The first using the start date is more about lead with counting, amount and the conversions.
The second is about statistics for the conversion which should be based on the end date about winning and losing number and amount.
By using the same design as sale reporting, we can also add trend to each field.

History
Date User Action Args
2022-09-11 09:50:37roundup-botsetmessages: + msg78007
2022-09-11 09:50:33roundup-botsetmessages: + msg78006
2022-09-11 01:31:23roundup-botsetmessages: + msg78005
2022-09-11 01:31:03roundup-botsetmessages: + msg78002
nosy: + roundup-bot
status: testing -> resolved
2022-09-07 17:03:25pokolisetnosy: + pokoli
2022-08-31 18:46:48cedlinkissue11587 superseder
2022-08-31 17:45:05reviewbotsetmessages: + msg77849
nosy: + reviewbot
2022-08-31 17:33:18cedsetkeyword: + review
reviews: 417881003
status: in-progress -> testing
superseder: + Use lazy gettext for date and time series, Allow to store currency on opportunity, Use customer payment term as default value
2022-08-31 17:29:09cedcreate

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