[REF] website_crm_partner_assign: remove crm.lead.report.assign report
As all information present in this report can be found in the opportunities dashboard this report can be removed. This commit is related to task #1878516 and PR #26929 .
This commit is contained in:
Pratima Gupta
committed by
Thibault Delavallée
Thibault Delavallée
parent
a6ad87a4d9
commit
8eec468c19
@@ -31,7 +31,6 @@ The automatic assignation is figured from the weight of partner levels and the g
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'views/res_partner_views.xml',
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'views/crm_lead_views.xml',
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'views/website_crm_partner_assign_templates.xml',
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'report/crm_lead_report_view.xml',
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'report/crm_partner_report_view.xml',
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],
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'demo': [
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@@ -1,5 +1,4 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from . import crm_lead_report
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from . import crm_partner_report
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@@ -1,76 +0,0 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models
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from odoo import tools
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from odoo.addons.crm.models import crm_stage
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class CrmLeadReportAssign(models.Model):
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""" CRM Lead Report """
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_name = "crm.lead.report.assign"
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_auto = False
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_description = "CRM Lead Report"
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partner_assigned_id = fields.Many2one('res.partner', 'Partner', readonly=True)
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grade_id = fields.Many2one('res.partner.grade', 'Grade', readonly=True)
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user_id = fields.Many2one('res.users', 'User', readonly=True)
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country_id = fields.Many2one('res.country', 'Country', readonly=True)
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team_id = fields.Many2one('crm.team', 'Sales Team', oldname='section_id', readonly=True)
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company_id = fields.Many2one('res.company', 'Company', readonly=True)
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date_assign = fields.Date('Assign Date', readonly=True)
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delay_open = fields.Float('Delay to Assign', digits=(16, 2), readonly=True, group_operator="avg", help="Number of Days to open the case")
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delay_close = fields.Float('Delay to Close', digits=(16, 2), readonly=True, group_operator="avg", help="Number of Days to close the case")
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delay_expected = fields.Float('Overpassed Deadline', digits=(16, 2), readonly=True, group_operator="avg")
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probability = fields.Float('Avg Probability', digits=(16, 2), readonly=True, group_operator="avg")
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probability_max = fields.Float('Max Probability', digits=(16, 2), readonly=True, group_operator="max")
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planned_revenue = fields.Float('Planned Revenue', digits=(16, 2), readonly=True)
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probable_revenue = fields.Float('Probable Revenue', digits=(16, 2), readonly=True)
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tag_ids = fields.Many2many('crm.lead.tag', 'crm_lead_tag_rel', 'lead_id', 'tag_id', 'Tags')
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partner_id = fields.Many2one('res.partner', 'Customer', readonly=True)
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opening_date = fields.Datetime('Opening Date', readonly=True)
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date_closed = fields.Datetime('Close Date', readonly=True)
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nbr_cases = fields.Integer('# of Cases', readonly=True, oldname='nbr')
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priority = fields.Selection(crm_stage.AVAILABLE_PRIORITIES, 'Priority')
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type = fields.Selection([
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('lead', 'Lead'),
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('opportunity', 'Opportunity')
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], 'Type', help="Type is used to separate Leads and Opportunities")
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@api.model_cr
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def init(self):
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"""
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CRM Lead Report
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@param cr: the current row, from the database cursor
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"""
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tools.drop_view_if_exists(self._cr, 'crm_lead_report_assign')
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self._cr.execute("""
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CREATE OR REPLACE VIEW crm_lead_report_assign AS (
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SELECT
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c.id,
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c.date_open as opening_date,
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c.date_closed as date_closed,
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c.date_assign,
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c.user_id,
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c.probability,
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c.probability as probability_max,
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c.type,
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c.company_id,
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c.priority,
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c.team_id,
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c.partner_id,
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c.country_id,
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c.planned_revenue,
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c.partner_assigned_id,
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p.grade_id,
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p.date as partner_date,
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c.planned_revenue*(c.probability/100) as probable_revenue,
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1 as nbr_cases,
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c.create_date as create_date,
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extract('epoch' from (c.write_date-c.create_date))/(3600*24) as delay_close,
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extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24) as delay_expected,
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extract('epoch' from (c.date_open-c.create_date))/(3600*24) as delay_open
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FROM
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crm_lead c
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left join res_partner p on (c.partner_assigned_id=p.id)
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)""")
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@@ -1,61 +0,0 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Opportunity tree view -->
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<record id="view_report_crm_lead_assign_filter" model="ir.ui.view">
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<field name="name">crm.lead.report.assign.select</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<search string="Leads Analysis">
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<field name="team_id" context="{'invisible_team': False}"/>
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<field name="grade_id"/>
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<field name="user_id"/>
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<field name="partner_assigned_id"/>
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<group expand="0" string="Extended Filters...">
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<field name="partner_id"/>
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<separator/>
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<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
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<field name="opening_date"/>
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<field name="date_closed"/>
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</group>
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<group expand="1" string="Group By">
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<filter string="Salesperson" name="user"
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context="{'group_by':'user_id'}" />
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<filter string="Sales Team" name="sales_channel" context="{'group_by':'team_id'}"/>
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<filter string="Country" name="country" context="{'group_by':'country_id'}" />
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<filter string="Company" name="company" context="{'group_by':'company_id'}" />
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<separator/>
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<filter string="Assign Date" name="assign_month" context="{'group_by':'date_assign:month'}"/>
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</group>
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</search>
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</field>
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</record>
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<!-- Crm Lead Assign report pivot View -->
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<record id="view_report_crm_lead_assign_pivot" model="ir.ui.view">
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<field name="name">crm.lead.assign.pivot</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<pivot string="Lead Assign" disable_linking="True">
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<field name="date_assign" interval="month" type="col"/>
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<field name="delay_open" type="measure"/>
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<field name="probability" type="measure"/>
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</pivot>
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</field>
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</record>
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<!-- Crm Lead Assign report Graph View -->
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<record id="view_report_crm_lead_assign_graph" model="ir.ui.view">
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<field name="name">crm.lead.assign.graph</field>
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<field name="model">crm.lead.report.assign</field>
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<field name="arch" type="xml">
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<graph string="Lead Assign">
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<field name="date_assign"/>
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<field name="delay_open" type="measure"/>
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</graph>
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</field>
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</record>
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</odoo>
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@@ -1,6 +1,4 @@
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
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access_crm_lead_report_assign,crm.lead.report.assign,model_crm_lead_report_assign,sales_team.group_sale_salesman,1,1,1,0
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access_crm_lead_report_assign_all,crm.lead.report.assign.all,model_crm_lead_report_assign,base.group_user,1,0,0,0
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access_crm_partner_report,crm.partner.report.assign.all,model_crm_partner_report_assign,sales_team.group_sale_salesman,1,0,0,0
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access_res_partner_grade,res.partner.grade,model_res_partner_grade,sales_team.group_sale_salesman,1,1,1,0
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access_res_partner_grade_employee,res.partner.grade,model_res_partner_grade,base.group_user,1,0,0,0
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