[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

addons/crm/report/crm_activity_report.py

@@ -12,34 +12,41 @@ class ActivityReport(models.Model):
     _description = "CRM Activity Analysis"
     _rec_name = 'id'
 
-    date = fields.Datetime('Date', readonly=True)
-    author_id = fields.Many2one('res.partner', 'Created By', readonly=True)
+    date = fields.Datetime('Completion Date', readonly=True)
+    lead_create_date = fields.Datetime('Creation Date', readonly=True)
+    date_conversion = fields.Datetime('Conversion Date', readonly=True)
+    date_deadline = fields.Date('Expected Closing', readonly=True)
+    date_closed = fields.Datetime('Closed Date', readonly=True)
+    author_id = fields.Many2one('res.partner', 'Assigned To', readonly=True)
     user_id = fields.Many2one('res.users', 'Salesperson', readonly=True)
     team_id = fields.Many2one('crm.team', 'Sales Team', readonly=True)
-    lead_id = fields.Many2one('crm.lead', "Lead", readonly=True)
-    subject = fields.Char('Summary', readonly=True)
+    lead_id = fields.Many2one('crm.lead', "Opportunity", readonly=True)
+    body = fields.Html('Contents', readonly=True)
     subtype_id = fields.Many2one('mail.message.subtype', 'Subtype', readonly=True)
     mail_activity_type_id = fields.Many2one('mail.activity.type', 'Activity Type', readonly=True)
     country_id = fields.Many2one('res.country', 'Country', readonly=True)
     company_id = fields.Many2one('res.company', 'Company', readonly=True)
     stage_id = fields.Many2one('crm.stage', 'Stage', readonly=True)
-    partner_id = fields.Many2one('res.partner', 'Partner/Customer', readonly=True)
+    partner_id = fields.Many2one('res.partner', 'Customer', readonly=True)
     lead_type = fields.Char(
         string='Type',
         selection=[('lead', 'Lead'), ('opportunity', 'Opportunity')],
         help="Type is used to separate Leads and Opportunities")
     active = fields.Boolean('Active', readonly=True)
-    probability = fields.Float('Probability', group_operator='avg', readonly=True)
 
     def _select(self):
         return """
             SELECT
                 m.id,
+                l.create_date AS lead_create_date,
+                l.date_conversion,
+                l.date_deadline,
+                l.date_closed,
                 m.subtype_id,
                 m.mail_activity_type_id,
                 m.author_id,
                 m.date,
-                m.subject,
+                m.body,
                 l.id as lead_id,
                 l.user_id,
                 l.team_id,
@@ -48,8 +55,7 @@ class ActivityReport(models.Model):
                 l.stage_id,
                 l.partner_id,
                 l.type as lead_type,
-                l.active,
-                l.probability
+                l.active
         """
 
     def _from(self):
@@ -63,10 +69,11 @@ class ActivityReport(models.Model):
         """
 
     def _where(self):
+        disccusion_subtype = self.env.ref('mail.mt_comment')
         return """
             WHERE
-                m.model = 'crm.lead' AND m.mail_activity_type_id IS NOT NULL
-        """
+                m.model = 'crm.lead' AND (m.mail_activity_type_id IS NOT NULL OR m.subtype_id = %s)
+        """ % (disccusion_subtype.id,)
 
     @api.model_cr
     def init(self):

addons/crm/report/crm_activity_report_views.xml

@@ -23,41 +23,69 @@
             </field>
         </record>
 
+        <record id="crm_activity_report_view_tree" model="ir.ui.view">
+            <field name="name">crm.activity.report.tree</field>
+            <field name="model">crm.activity.report</field>
+            <field name="arch" type="xml">
+                <tree default_order="date desc">
+                    <field name="date"/>
+                    <field name="author_id"/>
+                    <field name="mail_activity_type_id"/>
+                    <field name="body" string="Activity Description"/>
+                </tree>
+            </field>
+        </record>
+
         <record id="crm_activity_report_view_search" model="ir.ui.view">
             <field name="name">crm.activity.report.search</field>
             <field name="model">crm.activity.report</field>
             <field name="arch" type="xml">
                 <search string="Activities Analysis">
+                    <field name="mail_activity_type_id" string="Activity Type"/>
+                    <field name="lead_id" string="Opportunity"/>
+                    <field name="user_id" string="Salesperson"/>
+                    <field name="team_id" context="{'invisible_team': False}"/>
+                    <field name="author_id" string="Assigned To"/>
                     <filter string="My Activities" name="activities_my" domain="[('user_id', '=', uid)]"/>
-                    <separator/>
-                    <filter name="lead" string="Leads" domain="[('lead_type','=', 'lead')]" help="Show only lead"/>
-                    <filter name="opportunity" string="Opportunities" domain="[('lead_type','=','opportunity')]" help="Show only opportunity"/>
+                    <separator groups="crm.group_use_lead"/>
+                    <filter name="lead" string="Leads" domain="[('lead_type','=', 'lead')]" help="Show only lead" groups="crm.group_use_lead"/>
+                    <filter name="opportunity" string="Opportunities" domain="[('lead_type','=','opportunity')]" help="Show only opportunity" groups="crm.group_use_lead"/>
                     <separator/>
                     <filter string="Won" name="won"
                             domain="['&amp;', ('stage_id.probability', '=', 100), ('stage_id.on_change', '=', 1)]"/>
                     <separator/>
-                    <filter string="Date" name="filter_date" date="date"/>
-                    <field name="team_id" context="{'invisible_team': False}"/>
-                    <field name="author_id" string="Created By"/>
+                    <filter string="Completion Date" name="completion_date" date="date" default_period="last_365_days"/>
                     <group expand="1" string="Group By">
-                        <filter string="Created By" name="group_by_salesperson" context="{'group_by':'author_id'}"/>
+                        <filter string="Subtype" name="group_by_subtype" context="{'group_by':'subtype_id'}"/>
+                        <filter string="Activity Type" name="group_by_activity_type" context="{'group_by':'mail_activity_type_id'}"/>
+                        <filter string="Assigned To" name="group_by_author_id" context="{'group_by':'author_id'}"/>
+                        <filter string="Completion Date" name="group_by_completion_date" context="{'group_by':'date:month'}"/>
+                        <separator/>
+                        <filter string="Salesperson" name="group_by_user_id" context="{'group_by':'user_id'}"/>
                         <filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/>
-                        <filter string="Country" name="country" context="{'group_by':'country_id'}" />
-                        <filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
                         <filter string="Stage" name="stage" context="{'group_by':'stage_id'}"/>
-                        <filter string="Date" context="{'group_by':'date:month'}" name="month"/>
-                        <filter string="Leads" name="group_by_opportunity" context="{'group_by':'lead_id'}" />
+                        <filter string="Creation Date" name="group_by_lead_date_creation" context="{'group_by':'lead_create_date'}"/>
+                        <filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
+                        <filter string="Expected Closing" name="group_by_date_deadline" context="{'group_by':'date_deadline'}"/>
+                        <filter string="Closed Date" name="group_by_date_closed" context="{'group_by':'date_closed'}"/>
                     </group>
                 </search>
             </field>
         </record>
 
        <record id="crm_activity_report_action" model="ir.actions.act_window">
-           <field name="name">Activities Analysis</field>
+           <field name="name">Pipeline Activities</field>
            <field name="res_model">crm.activity.report</field>
            <field name="view_type">form</field>
-           <field name="view_mode">graph,pivot</field>
-           <field name="context">{'search_default_activities_my': True}</field>
+           <field name="view_mode">graph,pivot,tree</field>
+           <field name="context">{
+                'search_default_activities_my': 1,
+                'search_default_completion_date': 1,
+                'pivot_column_groupby': ['subtype_id', 'mail_activity_type_id'],
+                'pivot_row_groupby': ['date:month'],
+                'graph_mode': 'bar',
+                'graph_groupbys': ['date:month', 'subtype_id'],
+            }</field>
            <field name="domain">[]</field>
        </record>
 
@@ -70,10 +98,10 @@
             sequence="3"/>
 
        <record id="crm_activity_report_action_team" model="ir.actions.act_window">
-           <field name="name">Activities Analysis</field>
+           <field name="name">Pipeline Activities</field>
            <field name="res_model">crm.activity.report</field>
            <field name="view_type">form</field>
-           <field name="view_mode">graph,pivot</field>
+           <field name="view_mode">graph,pivot,tree</field>
            <field name="context">{'search_default_team_id': active_id}</field>
            <field name="domain">[]</field>
        </record>

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>

addons/crm/views/res_partner_views.xml

@@ -83,7 +83,7 @@
                 <tree delete="false" create="false">
                     <field name="author_id"/>
                     <field name="subtype_id"/>
-                    <field name="subject"/>
+                    <field name="lead_id"/>
                     <field name="date"/>
                 </tree>
             </field>