mirror of
https://github.com/bringout/oca-ocb-crm.git
synced 2026-04-22 20:52:08 +02:00
19.0 vanilla
This commit is contained in:
Ernad Husremovic
parent
dc68f80d3f
commit
7221b9ac46
610 changed files with 135477 additions and 161677 deletions
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@ -1,13 +1,13 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import fields, models, tools, api
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from odoo import fields, models, tools
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class ActivityReport(models.Model):
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class CrmActivityReport(models.Model):
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""" CRM Lead Analysis """
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_name = "crm.activity.report"
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_name = 'crm.activity.report'
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_auto = False
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_description = "CRM Activity Analysis"
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_rec_name = 'id'
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@ -33,6 +33,12 @@ class ActivityReport(models.Model):
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selection=[('lead', 'Lead'), ('opportunity', 'Opportunity')],
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help="Type is used to separate Leads and Opportunities")
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active = fields.Boolean('Active', readonly=True)
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tag_ids = fields.Many2many(related="lead_id.tag_ids", readonly=True)
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won_status = fields.Selection([
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('won', 'Won'),
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('lost', 'Lost'),
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('pending', 'Pending'),
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], string='Is Won', readonly=True)
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def _select(self):
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return """
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@ -55,7 +61,8 @@ class ActivityReport(models.Model):
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l.stage_id,
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l.partner_id,
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l.type as lead_type,
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l.active
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l.active,
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l.won_status
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"""
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def _from(self):
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@ -69,15 +76,14 @@ class ActivityReport(models.Model):
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"""
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def _where(self):
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disccusion_subtype = self.env.ref('mail.mt_comment')
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return """
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WHERE
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m.model = 'crm.lead' AND (m.mail_activity_type_id IS NOT NULL OR m.subtype_id = %s)
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""" % (disccusion_subtype.id,)
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m.model = 'crm.lead' AND (m.mail_activity_type_id IS NOT NULL)
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"""
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def init(self):
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tools.drop_view_if_exists(self._cr, self._table)
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self._cr.execute("""
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tools.drop_view_if_exists(self.env.cr, self._table)
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self.env.cr.execute("""
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CREATE OR REPLACE VIEW %s AS (
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%s
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%s
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@ -24,16 +24,17 @@
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</record>
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<record id="crm_activity_report_view_tree" model="ir.ui.view">
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<field name="name">crm.activity.report.tree</field>
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<field name="name">crm.activity.report.list</field>
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<field name="model">crm.activity.report</field>
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<field name="arch" type="xml">
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<tree default_order="date desc">
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<list default_order="date desc">
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<field name="date"/>
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<field name="author_id"/>
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<field name="author_id" widget="many2one_avatar"/>
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<field name="mail_activity_type_id"/>
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<field name="body"/>
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<field name="body" optional="hide"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</tree>
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<field name="tag_ids" string="Lead Tags" optional="show" widget="many2many_tags" options="{'color_field': 'color'}"/>
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</list>
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</field>
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</record>
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@ -47,20 +48,22 @@
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<field name="user_id" string="Salesperson"/>
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<field name="team_id" context="{'invisible_team': False}"/>
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<field name="author_id" string="Assigned To"/>
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<field name="tag_ids" string="Lead Tags"/>
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<separator groups="crm.group_use_lead"/>
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<filter string="Leads" name="lead" domain="[('lead_type', '=', 'lead')]" help="Show only lead" groups="crm.group_use_lead"/>
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<filter string="Opportunities" name="opportunity" domain="[('lead_type', '=', 'opportunity')]" help="Show only opportunity" groups="crm.group_use_lead"/>
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<separator/>
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<filter string="Won" name="won" domain="[('stage_id.is_won', '=', True)]"/>
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<filter string="Lost" name="lost" domain="[('won_status', '=', 'lost')]" context="{'active_test': False}"/>
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<separator/>
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<filter string="Trailing 12 months" name="completion_date" domain="[
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('date', '>=', (datetime.datetime.combine(context_today() + relativedelta(days=-365), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S')),
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('date', '<=', (datetime.datetime.combine(context_today(), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S'))]"/>
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('date', '>=', '-1y'),
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('date', '<', '+1d =0H')]"/>
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<separator/>
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<filter name="filter_date" date="date"/>
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<separator/>
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<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
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<group expand="1" string="Group By">
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<group>
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<filter string="Activity" name="group_by_activity_type" context="{'group_by': 'mail_activity_type_id'}"/>
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<filter string="Type" name="group_by_subtype" context="{'group_by': 'subtype_id'}"/>
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<filter string="Assigned To" name="group_by_author_id" context="{'group_by': 'author_id'}"/>
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@ -81,7 +84,7 @@
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<record id="crm_activity_report_action" model="ir.actions.act_window">
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<field name="name">Activities</field>
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<field name="res_model">crm.activity.report</field>
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<field name="view_mode">graph,pivot,tree</field>
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<field name="view_mode">graph,pivot,list</field>
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<field name="context">{
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'search_default_completion_date': 1,
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'pivot_column_groupby': ['subtype_id', 'mail_activity_type_id'],
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@ -92,9 +95,9 @@
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<field name="domain">[]</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No data yet!
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Let's get to work!
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</p><p>
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Start scheduling activities on your opportunities
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Activities marked as Done on Leads will appear here, providing an overview of lead interactions.
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</p>
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</field>
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</record>
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@ -102,14 +105,14 @@
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<record id="crm_activity_report_action_team" model="ir.actions.act_window">
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<field name="name">Pipeline Activities</field>
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<field name="res_model">crm.activity.report</field>
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<field name="view_mode">graph,pivot,tree</field>
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<field name="view_mode">graph,pivot,list</field>
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<field name="context">{'search_default_team_id': active_id}</field>
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<field name="domain">[]</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No data yet!
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Let's get to work!
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</p><p>
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Start scheduling activities on your opportunities
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Activities marked as Done on Leads will appear here, providing an overview of lead interactions.
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</p>
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</field>
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</record>
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@ -1,6 +1,17 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="crm_lead_view_tree_opportunity_reporting" model="ir.ui.view">
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<field name="name">crm.lead.list.opportunity.reporting</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/>
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<field name="mode">primary</field>
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<field name="arch" type="xml">
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<xpath expr="//button[@name='%(crm.action_lead_mail_compose)d']" position="replace"/>
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<xpath expr="//widget[@name='mail_activity_mixin_list_reschedule_dropdown']" position="replace"/>
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</field>
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</record>
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<!-- Opportunities by user and team pivot View -->
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<record id="crm_opportunity_report_view_pivot" model="ir.ui.view">
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<field name="name">crm.opportunity.report.pivot</field>
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@ -18,6 +29,7 @@
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</pivot>
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</field>
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</record>
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@ -37,6 +49,7 @@
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</pivot>
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</field>
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</record>
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@ -57,6 +70,7 @@
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</graph>
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</field>
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</record>
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@ -76,6 +90,7 @@
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<field name="recurring_revenue_monthly" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_monthly_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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<field name="recurring_revenue_prorated" groups="!crm.group_use_recurring_revenues" invisible="1"/>
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</graph>
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</field>
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</record>
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@ -97,19 +112,19 @@
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domain="[('active', '=', True)]"/>
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<filter string="Inactive" name="filter_inactive"
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domain="[('active', '=', False)]"/>
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<filter string="Won" name="won"
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domain="[('probability', '=', 100)]"/>
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<filter string="Lost" name="lost"
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domain="[('probability', '=', 0), ('active', '=', False)]"/>
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<filter string="Won" name="filter_won_status_won"
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domain="[('won_status', '=', 'won')]"/>
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<filter string="Lost" name="filter_won_status_lost"
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domain="[('won_status', '=', 'lost')]"/>
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<field name="team_id" context="{'invisible_team': False}"/>
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<field name="user_id" string="Salesperson"/>
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<separator/>
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<filter name="filter_create_date" date="create_date" default_period="this_year"/>
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<filter name="filter_create_date" date="create_date" default_period="year"/>
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<filter string="Expected Closing" name="filter_date_deadline" date="date_deadline"/>
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<filter string="Date Closed" name="date_closed_filter" date="date_closed"/>
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<group expand="0" string="Extended Filters">
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<group>
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<field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
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<field name="stage_id" domain="['|', ('team_id', '=', False), ('team_id', '=', 'team_id')]"/>
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<field name="stage_id" domain="['|', ('team_ids', '=', False), ('team_ids', 'in', 'team_id')]"/>
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<field name="campaign_id"/>
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<field name="medium_id"/>
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<field name="source_id"/>
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@ -120,7 +135,7 @@
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<field name="date_closed"/>
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</group>
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<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
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<group expand="1" string="Group By">
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<group>
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<filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}" />
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<filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/>
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<filter string="City" name="city" context="{'group_by':'city'}" />
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@ -142,7 +157,7 @@
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</record>
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<record id="crm_lead_view_tree_reporting" model="ir.ui.view">
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<field name="name">crm.lead.tree.lead.reporting</field>
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<field name="name">crm.lead.list.lead.reporting</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_case_tree_view_leads"/>
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<field name="mode">primary</field>
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@ -155,20 +170,23 @@
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<field name="type" groups="crm.group_use_lead" optional="show"/>
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<field name="stage_id" optional="show"/>
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</xpath>
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<xpath expr="field[@name='probability']" position="after">
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<field name="lost_reason_id" optional="hide"/>
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</xpath>
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</field>
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</record>
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<record id="crm_opportunity_report_action" model="ir.actions.act_window">
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<field name="name">Pipeline Analysis</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">graph,pivot,tree,form</field>
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<field name="view_mode">graph,pivot,list,form</field>
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<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
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<field name="context">{'search_default_filter_opportunity': True, 'search_default_current': True}</field>
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<field name="view_ids"
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eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph')}),
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(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot')}),
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(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_oppor')})]"/>
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(0, 0, {'view_mode': 'list', 'view_id': ref('crm_lead_view_tree_opportunity_reporting')})]"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No data found!
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@ -181,7 +199,7 @@
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<record id="crm_opportunity_report_action_lead" model="ir.actions.act_window">
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<field name="name">Leads Analysis</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">graph,pivot,tree</field>
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<field name="view_mode">graph,pivot,list</field>
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<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
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<field name="context">{
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'search_default_filter_active': 1,
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@ -193,7 +211,7 @@
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(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph_lead')}),
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(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot_lead')}),
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(0, 0, {'view_mode': 'form', 'view_id': ref('crm_lead_view_form')}),
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(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_lead_view_tree_reporting')}),
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(0, 0, {'view_mode': 'list', 'view_id': ref('crm_lead_view_tree_reporting')}),
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]"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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