diff --git a/addons/crm/__manifest__.py b/addons/crm/__manifest__.py index b09e6c9c70d..b99c00df4d3 100644 --- a/addons/crm/__manifest__.py +++ b/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', diff --git a/addons/crm/data/digest_data.xml b/addons/crm/data/digest_data.xml new file mode 100644 index 00000000000..d1134f45c86 --- /dev/null +++ b/addons/crm/data/digest_data.xml @@ -0,0 +1,29 @@ + + + + + True + True + + + + + + 2 + + + + % set email = object.env['crm.team'].search([('alias_name','!=', False)],limit=1).alias_id.display_name + % if email + Try the mail gateway + Email sent to ${email} generate opportunities in your pipeline. + + Try Now + + + % endif + + + + + diff --git a/addons/crm/models/__init__.py b/addons/crm/models/__init__.py index 8e1bd6bca57..c51fbebbb55 100644 --- a/addons/crm/models/__init__.py +++ b/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 diff --git a/addons/crm/models/digest.py b/addons/crm/models/digest.py new file mode 100644 index 00000000000..04c882f51d4 --- /dev/null +++ b/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 diff --git a/addons/crm/views/digest_views.xml b/addons/crm/views/digest_views.xml new file mode 100644 index 00000000000..262cfed5f24 --- /dev/null +++ b/addons/crm/views/digest_views.xml @@ -0,0 +1,16 @@ + + + + digest.digest.view.form.inherit.crm.lead + digest.digest + + + + + + + + + + +