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 @@
-
+