diff --git a/addons/crm/report/crm_activity_report.py b/addons/crm/report/crm_activity_report.py index 87f564b6522..55742b22623 100644 --- a/addons/crm/report/crm_activity_report.py +++ b/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): diff --git a/addons/crm/report/crm_activity_report_views.xml b/addons/crm/report/crm_activity_report_views.xml index 073f4962e3a..b143b0ad713 100644 --- a/addons/crm/report/crm_activity_report_views.xml +++ b/addons/crm/report/crm_activity_report_views.xml @@ -23,41 +23,69 @@ + + crm.activity.report.tree + crm.activity.report + + + + + + + + + + crm.activity.report.search crm.activity.report + + + + + - - - + + + - - - + - + + + + + + - - - - + + + + - Activities Analysis + Pipeline Activities crm.activity.report form - graph,pivot - {'search_default_activities_my': True} + graph,pivot,tree + { + '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'], + } [] @@ -70,10 +98,10 @@ sequence="3"/> - Activities Analysis + Pipeline Activities crm.activity.report form - graph,pivot + graph,pivot,tree {'search_default_team_id': active_id} [] diff --git a/addons/crm/security/crm_security.xml b/addons/crm/security/crm_security.xml index 1cb7832a43a..450b0e3646c 100644 --- a/addons/crm/security/crm_security.xml +++ b/addons/crm/security/crm_security.xml @@ -65,6 +65,14 @@ ['|',('user_id','=',user.id),('user_id','=',False)] + + + CRM Lead Multi-Company + + + ['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])] + + diff --git a/addons/crm/views/res_partner_views.xml b/addons/crm/views/res_partner_views.xml index e92d74909c6..71956fca144 100644 --- a/addons/crm/views/res_partner_views.xml +++ b/addons/crm/views/res_partner_views.xml @@ -83,7 +83,7 @@ - +