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2 Additional Dashlet Charts #3552
Commits on Jan 23, 2015
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Introduction of two additional Charts into the SuiteCRM Dashlets.
1.) Module Actitivy: This provides the ability to select period, user and modules. It charts newly created records across modules, and groups by user for the period specified. This chart is really useful for identifying who is actively using the SuiteCRM system, and what modules they are using. FIXME: One problem I came up against was the loading of the language and label files, I could not get the lang.php field lable definitions to be interpreted. In the interest of getting something working I have hardcoded the labels into this report, and commented out the language configurable alternatives until such time as I can figure out why it is behaving this way. I am probably just missing something small. 2.) Pipeline By Sales Agent: This is a return to a legacy chart from SugarCRM, but I believe that Sales Teams really need this chart. It presents Opportunities, by Sales Stage, by Agent It is really helpful to be able to see who is working on what opportunties, at what stage. It enables sales managers to qualify the activity of their sales team. FIXME: The langauge translation files for Russian, and Spanish are both incorrect for both Charts. Hopefully these transalations can be reviewed and corrected in due course. Module Activity report has a complicated SQL statement construction, so I have left Debug logging entries in that function. tail -f sugarcrm.log | grep 'Module Activity' Is your friend to see exactly what the query is and whom the search is being performed for. Here's hoping you find this useful, Best Wishes Rick..
Rick.Timmis authored and Rick.Timmis committedJan 23, 2015
Commits on Jan 17, 2017
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Introduction of two additional Charts into the SuiteCRM Dashlets.
1.) Module Actitivy: This provides the ability to select period, user and modules. It charts newly created records across modules, and groups by user for the period specified. This chart is really useful for identifying who is actively using the SuiteCRM system, and what modules they are using. FIXME: One problem I came up against was the loading of the language and label files, I could not get the lang.php field lable definitions to be interpreted. In the interest of getting something working I have hardcoded the labels into this report, and commented out the language configurable alternatives until such time as I can figure out why it is behaving this way. I am probably just missing something small. 2.) Pipeline By Sales Agent: This is a return to a legacy chart from SugarCRM, but I believe that Sales Teams really need this chart. It presents Opportunities, by Sales Stage, by Agent It is really helpful to be able to see who is working on what opportunties, at what stage. It enables sales managers to qualify the activity of their sales team. FIXME: The langauge translation files for Russian, and Spanish are both incorrect for both Charts. Hopefully these transalations can be reviewed and corrected in due course. Module Activity report has a complicated SQL statement construction, so I have left Debug logging entries in that function. tail -f sugarcrm.log | grep 'Module Activity' Is your friend to see exactly what the query is and whom the search is being performed for. Here's hoping you find this useful, Best Wishes Rick..
Rick.Timmis authored and Rick Timmis committedJan 17, 2017
Commits on Mar 1, 2017
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Merge branch 'master' of https://github.com/salesagility/SuiteCRM
Rick Timmis committedMar 1, 2017
Commits on Mar 21, 2017
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Pulling from upstream to catch up with Master
Merge branch 'master' of github.com:ricktimmis/SuiteCRM
Rick Timmis committedMar 21, 2017
Commits on Mar 24, 2017
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Fixes and improvements to Module Activity Dashlet: Includes prepopula…
…ted the Modules selection with appropriate modules to report on, fixed missing label in Options Configuration panel. Set the default start, and end dates to report for last 3 months. Improvements to Outcome by Month Dashlet: Introduce Sales Stages so that chart can be configured to only show certain sales stages. Fixes and improvements to Pipeline by Sales Stage by Sales Agent: Fixed it so that it works, and dashlet loads ( always useful ) Improved the Query construction by JOINING data set Removed Spanish and Russian translation files as per Merge review advice.
Rick Timmis committedMar 24, 2017
Commits on May 15, 2017
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Merging ricktimmis Master to Upstream ( Salesagility ) HotFix, with a…
… view to Push to ricktimmis/HotFix Merge branch 'hotfix' of https://github.com/salesagility/SuiteCRM This will then enable me to issue a New Pull request for the inclusion of these 2 Charts into SuiteCRM.
Rick Timmis committedMay 15, 2017 -
Style, and license amends, along with changes to meet PSR coding stan…
…dards, as per review in Pull Request salesagility#3552
Rick Timmis committedMay 15, 2017