[IMP] crm: implement digest KPIs / tips

Purpose of this commit is send lead / opportunity creation as well as
won opportunities KPIs in digest emails. Those are added in the default
digest template.

A tip to remind to use the mailgateway is also integrated.

This commit is linked to task ID 30655 and PR #18318.

addons/crm/__manifest__.py

@@ -18,7 +18,8 @@
         'fetchmail',
         'utm',
         'web_tour',
-        'contacts'
+        'contacts',
+        'digest',
     ],
     'data': [
         'security/crm_security.xml',
@@ -28,6 +29,7 @@
         'data/crm_stage_data.xml',
         'data/crm_lead_data.xml',
         'data/mail_template_data.xml',
+        'data/digest_data.xml',
 
         'wizard/crm_lead_lost_views.xml',
         'wizard/crm_lead_to_opportunity_views.xml',
@@ -44,6 +46,7 @@
         'report/crm_opportunity_report_views.xml',
         'views/crm_team_views.xml',
         'views/res_users_views.xml',
+        'views/digest_views.xml',
     ],
     'demo': [
         'data/crm_demo.xml',

addons/crm/data/digest_data.xml

@@ -0,0 +1,29 @@
+<?xml version='1.0' encoding='utf-8'?>
+<odoo>
+    <data noupdate="1">
+        <record id="digest.digest_digest_default" model="digest.digest">
+            <field name="kpi_crm_lead_created">True</field>
+            <field name="kpi_crm_opportunities_won">True</field>
+        </record>
+    </data>
+
+    <data>
+        <record id="digest_tip_crm_0" model="digest.tip">
+            <field name="sequence">2</field>
+            <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
+            <field name="tip_description" type="html">
+<div>
+    % set email = object.env['crm.team'].search([('alias_name','!=', False)],limit=1).alias_id.display_name
+    % if email
+    <strong style="font-size: 16px;">Try the mail gateway</strong>
+    <div style="font-size: 14px;">Email sent to <strong>${email}</strong> generate opportunities in your pipeline.<br/>
+        <div style="text-align:center;margin-top:5px;margin-bottom:2px;">
+            <a href="mailto:${email}" style="background-color:#56b3b5;padding:2px;color:#FFFFFF;font-weight:bold;text-decoration:none;">Try Now</a>
+        </div>
+    </div>
+    % endif
+</div>
+            </field>
+        </record>
+    </data>
+</odoo>

addons/crm/models/__init__.py

@@ -8,3 +8,4 @@ from . import crm_stage
 from . import crm_team
 from . import res_config_settings
 from . import res_partner
+from . import digest

addons/crm/models/digest.py

@@ -0,0 +1,46 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import api, fields, models, _
+from odoo.exceptions import AccessError
+
+
+class Digest(models.Model):
+    _inherit = 'digest.digest'
+
+    kpi_crm_lead_created = fields.Boolean('New Leads/Opportunities')
+    kpi_crm_lead_created_value = fields.Integer(compute='_compute_kpi_crm_lead_created_value')
+    kpi_crm_opportunities_won = fields.Boolean('Opportunities Won')
+    kpi_crm_opportunities_won_value = fields.Integer(compute='_compute_kpi_crm_opportunities_won_value')
+
+    def _compute_kpi_crm_lead_created_value(self):
+        if not self.env.user.has_group('sales_team.group_sale_salesman'):
+            raise AccessError(_("Do not have access, skip this data for user's digest email"))
+        for record in self:
+            start, end, company = record._get_kpi_compute_parameters()
+            record.kpi_crm_lead_created_value = self.env['crm.lead'].search_count([
+                ('create_date', '>=', start),
+                ('create_date', '<', end),
+                ('company_id', '=', company.id)
+            ])
+
+    def _compute_kpi_crm_opportunities_won_value(self):
+        if not self.env.user.has_group('sales_team.group_sale_salesman'):
+            raise AccessError(_("Do not have access, skip this data for user's digest email"))
+        for record in self:
+            start, end, company = record._get_kpi_compute_parameters()
+            record.kpi_crm_opportunities_won_value = self.env['crm.lead'].search_count([
+                ('type', '=', 'opportunity'),
+                ('probability', '=', '100'),
+                ('date_closed', '>=', start),
+                ('date_closed', '<', end),
+                ('company_id', '=', company.id)
+            ])
+
+    def compute_kpis_actions(self, company, user):
+        res = super(Digest, self).compute_kpis_actions(company, user)
+        res['kpi_crm_lead_created'] = 'crm.crm_lead_opportunities_tree_view&menu_id=%s' % self.env.ref('crm.crm_menu_root').id
+        res['kpi_crm_opportunities_won'] = 'crm.crm_lead_opportunities_tree_view&menu_id=%s' % self.env.ref('crm.crm_menu_root').id
+        if user.has_group('crm.group_use_lead'):
+            res['kpi_crm_lead_created'] = 'crm.crm_lead_all_leads&menu_id=%s' % self.env.ref('crm.crm_menu_root').id
+        return res

addons/crm/views/digest_views.xml

@@ -0,0 +1,16 @@
+<?xml version='1.0' encoding='utf-8'?>
+<odoo>
+    <record id="digest_digest_view_form" model="ir.ui.view">
+        <field name="name">digest.digest.view.form.inherit.crm.lead</field>
+        <field name="model">digest.digest</field>
+        <field name="inherit_id" ref="digest.digest_digest_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//group[@name='kpi_general']" position="after">
+                <group name="kpi_crm" string="CRM" groups="sales_team.group_sale_salesman_all_leads">
+                    <field name="kpi_crm_lead_created"/>
+                    <field name="kpi_crm_opportunities_won"/>
+                </group>
+            </xpath>
+        </field>
+    </record>
+</odoo>