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Portretas
Jamie Brunton

Hello,

I am trying to add a field to the leads form, that has been working fine "x_profit", when trying to have the profit field displayed in the reporting tree Lead/Opportunity analysis I am receiving an error when trying to save.

ValidateError

Error occurred while validating the field(s) arch: Invalid XML code in Arch fields of View!

If I then add a field inside the crm.lead.report, I then get a stack trace error saying "x_profit" cannot be found.

<?xml version="1.0"?>
<tree colors="blue:state == 'draft';black:state in ('open','pending','done');gray:state == 'cancel' " create="false" string="Opportunities Analysis">
        <field name="creation_year" invisible="1"/>
        <field name="creation_month" invisible="1"/>
        <field name="creation_day" invisible="1"/>
        <field name="deadline_month" invisible="1"/>
        <field name="section_id" invisible="1"/>
        <field name="user_id" invisible="1"/>
        <field name="partner_id" invisible="1"/>
        <field name="country_id" invisible="1"/>
        <field name="state" invisible="1"/>
        <field name="stage_id" invisible="1"/>
        <field name="priority" invisible="1"/>
        <field name="type_id" invisible="1"/>
        <field name="channel_id" invisible="1"/>
        <field name="type" invisible="1"/>
        <field name="company_id" invisible="1" groups="base.group_multi_company"/>
        <field name="nbr" string="#Opportunities" sum="#Opportunities"/>
        <field name="planned_revenue" sum="Planned Revenues"/>
        <field name="delay_open" sum="Delay to open"/>
        <field name="delay_close" sum="Delay to close"/>
        <field name="delay_expected"/>
        <field name="probability" widget="progressbar"/>
        <field name="probable_revenue"/>
        <field name="x_profit"/>
     </tree>
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Atmesti
Portretas
Tarun Behal
Best Answer

Hi Jamie,

The Lead Report and Lead Form are entirely different classes. You added a field on Lead Form but to see the x_profit view on Lead Report, you need to create a new field in Lead Report and in the Report Query add this field accordingly.

Portretas
Atmesti
Jamie Brunton
Autorius

Can you link the fields easily?

Tarun Behal

Yeah I've did that before.

Jamie Brunton
Autorius

Is it done via one to many or how would you link the values?

Tarun Behal

Create a field x_profit (float) in crm.lead.report model. Then Goto openerp->addons->crm->crm_lead_report.py . There you will see what sql is getting executed when you are printing that report. After c.planned_revenue, add "c.x_profit". Modify the xml. This will get the job done. As a token of appreciation I would highly appreciate if you can just vote for my question regarding Sales Order Revision.