diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py
index 1f9ef52e47a..74c416f6185 100644
--- a/addons/crm/crm_lead.py
+++ b/addons/crm/crm_lead.py
@@ -119,6 +119,16 @@ class crm_lead(format_address, osv.osv):
'stage_id': _read_group_stage_ids
}
+ def _compute_kanban_state(self, cr, uid, ids, fields, args, context=None):
+ result = {}
+ today = datetime.now().strftime("%Y-%m-%d")
+ for lead in self.browse(cr, uid, ids, context=context):
+ if not lead.date_action:
+ result[lead.id] = False
+ else:
+ result[lead.id] = {1: 'green', -1: 'red'}.get(cmp(lead.date_action, today), 'grey')
+ return result
+
def _compute_day(self, cr, uid, ids, fields, args, context=None):
"""
:return dict: difference between current date and log date
@@ -162,6 +172,8 @@ class crm_lead(format_address, osv.osv):
'email_from': fields.char('Email', size=128, help="Email address of the contact", select=1),
'team_id': fields.many2one('crm.team', 'Sales Team', oldname='section_id',
select=True, track_visibility='onchange', help='When sending mails, the default email address is taken from the sales team.'),
+ 'kanban_state': fields.function(_compute_kanban_state, string='Activity State', type="selection",
+ selection=[('', ''), ('normal', 'Normal'), ('blocked', 'Blocked'), ('done', 'Ready for next stage')]),
'create_date': fields.datetime('Creation Date', readonly=True),
'email_cc': fields.text('Global CC', help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma"),
'description': fields.text('Notes'),
@@ -201,9 +213,6 @@ class crm_lead(format_address, osv.osv):
# CRM Actions
'last_activity_id': fields.many2one("crm.activity", "Last Activity", select=True),
'next_activity_id': fields.many2one("crm.activity", "Next Activity", select=True),
- 'next_activity_1': fields.related("last_activity_id", "activity_1_id", "name", type="char", string="Next Activity 1"),
- 'next_activity_2': fields.related("last_activity_id", "activity_2_id", "name", type="char", string="Next Activity 2"),
- 'next_activity_3': fields.related("last_activity_id", "activity_3_id", "name", type="char", string="Next Activity 3"),
'date_action': fields.date('Next Activity Date', select=True),
'title_action': fields.char('Next Activity Summary'),
@@ -357,62 +366,9 @@ class crm_lead(format_address, osv.osv):
# Backward compatibility
case_mark_won = action_set_won
- def log_next_activity_1(self, cr, uid, ids, context=None):
- return self.set_next_activity(cr, uid, ids, next_activity_name='activity_1_id', context=context)
-
- def log_next_activity_2(self, cr, uid, ids, context=None):
- return self.set_next_activity(cr, uid, ids, next_activity_name='activity_2_id', context=context)
-
- def log_next_activity_3(self, cr, uid, ids, context=None):
- return self.set_next_activity(cr, uid, ids, next_activity_name='activity_3_id', context=context)
-
- def set_next_activity(self, cr, uid, ids, next_activity_name, context=None):
- for lead in self.browse(cr, uid, ids, context=context):
- if not lead.last_activity_id:
- continue
- next_activity = next_activity_name and getattr(lead.last_activity_id, next_activity_name, False) or False
- if next_activity:
- date_action = False
- if next_activity.days:
- date_action = (datetime.now() + timedelta(days=next_activity.days)).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT),
- lead.write({
- 'next_activity_id': next_activity.id,
- 'date_action': date_action,
- 'title_action': next_activity.description,
- })
- return True
-
- def log_next_activity_done(self, cr, uid, ids, context=None, next_activity_name=False):
- to_clear_ids = []
- for lead in self.browse(cr, uid, ids, context=context):
- if not lead.next_activity_id:
- continue
- body_html = """
Activity Done: ${object.next_activity_id.name}
-%if object.title_action:
-${object.title_action}
-%endif"""
- body_html = self.pool['mail.template'].render_template(cr, uid, body_html, 'crm.lead', lead.id, context=context)
- msg_id = lead.message_post(body_html, subtype_id=lead.next_activity_id.subtype_id.id)
- to_clear_ids.append(lead.id)
- self.write(cr, uid, [lead.id], {'last_activity_id': lead.next_activity_id.id}, context=context)
-
- if to_clear_ids:
- self.cancel_next_activity(cr, uid, to_clear_ids, context=context)
- return True
-
- def cancel_next_activity(self, cr, uid, ids, context=None):
- return self.write(cr, uid, ids, {
- 'next_activity_id': False,
- 'date_action': False,
- 'title_action': False,
- }, context=context)
-
def onchange_next_activity_id(self, cr, uid, ids, next_activity_id, context=None):
if not next_activity_id:
return {'value': {
- 'next_action1': False,
- 'next_action2': False,
- 'next_action3': False,
'title_action': False,
'date_action': False,
}}
@@ -421,9 +377,6 @@ class crm_lead(format_address, osv.osv):
if activity.days:
date_action = (datetime.now() + timedelta(days=activity.days)).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
return {'value': {
- 'next_activity_1': activity.activity_1_id and activity.activity_1_id.name or False,
- 'next_activity_2': activity.activity_2_id and activity.activity_2_id.name or False,
- 'next_activity_3': activity.activity_3_id and activity.activity_3_id.name or False,
'title_action': activity.description,
'date_action': date_action,
'last_activity_id': False,
@@ -1222,16 +1175,121 @@ class crm_lead_tag(osv.Model):
('name_uniq', 'unique (name)', "Tag name already exists !"),
]
+class crm_lead_log(osv.osv_memory):
+ _name = "crm.lead.log"
+ _description = "Log an Activity"
+ _columns = {
+ 'next_activity_id': fields.many2one("crm.activity", "Activity"),
+ 'last_activity_id': fields.many2one("crm.activity", "Activity"),
+ 'recommended_activity': fields.many2one("crm.activity", "Recommended Activities"),
+ 'name': fields.char('Summary'),
+ 'mode': fields.selection([('log','Log activity'), ('new','New activity')], 'Summary'),
+ 'lead_id': fields.many2one('crm.lead', 'Lead', required=True),
+ 'note': fields.html('Note'),
+ 'date_deadline': fields.related('lead_id', 'date_deadline', string='Expected Closing', type='date'),
+ 'planned_revenue': fields.float('Expected Revenue'),
+ 'date_action': fields.date('Next Activity Date'),
+ 'team_id': fields.many2one('crm.team', 'Sales Team'),
+ }
+ def action_schedule(self, cr, uid, ids, context={}):
+ for log in self.browse(cr, uid, ids, context):
+ lead = log.lead_id.write({
+ 'title_action': log.name,
+ 'date_action': log.date_action,
+ 'next_activity_id': log.next_activity_id.id,
+ })
+ return True
+
+ def action_log_schedule(self, cr, uid, ids, context={}):
+ lead_id,activity_id = self.action_log(cr, uid, ids, context)
+ view_id = self.pool.get('ir.model.data').xmlid_to_res_id(cr, uid, 'crm.crm_lead_log_plan_form')
+ return {
+ 'name': _('Next activity'),
+ 'res_model': 'crm.lead.log',
+ 'context': {'activity_id': activity_id, 'active_id': lead_id, 'active_model': 'crm.lead', 'active_ids': [lead_id], 'default_mode': 'new'},
+ 'type': 'ir.actions.act_window',
+ 'view_id': False,
+ 'views': [(view_id, 'form')],
+ 'view_mode': 'form',
+ 'target': 'new',
+ 'view_type': 'form',
+ 'res_id': False
+ }
+
+ def action_log(self, cr, uid, ids, context={}):
+ lead_id = False
+ for log in self.browse(cr, uid, ids, context):
+ body_html = """Activity Done: ${object.next_activity_id.name}
+%if object.name:
+${object.name}
+%endif"""
+ activity_id = log.next_activity_id or False
+ body_html = self.pool['mail.template'].render_template(cr, uid, body_html, 'crm.lead.log', log.id, context=context)
+ if log.note:
+ body_html += '
' + log.note
+ msg_id = log.lead_id.message_post(body_html, subtype_id=log.next_activity_id.subtype_id.id)
+ log.lead_id.write({
+ 'date_deadline': log.date_deadline,
+ 'planned_revenue': log.planned_revenue,
+ 'title_action': False,
+ 'date_action': False,
+ 'next_activity_id': False,
+ 'last_activity_id': log.next_activity_id.id,
+ })
+ lead_id = log.lead_id.id
+ return (lead_id, activity_id and activity_id.id or False)
+
+ def _get_default_lead_id(self, cr, uid, context={}):
+ return context.get('active_id', False)
+
+ def _get_default_name(self, cr, uid, context={}):
+ log = self.pool.get('crm.lead').browse(cr, uid, ctx['active_id'], ctx)
+ if log.mode=='log':
+ return log.title_action
+ return False
+
+ def _get_next_activity(self, cr, uid, field, context=None):
+ activity = self.pool.get('crm.activity').browse(cr, uid, context.get('activity_id'), context)
+ data = getattr(activity, field)
+ if data:
+ return data.id
+ return False
+
+ def onchange_next_activity_id(self, cr, uid, ids, next_activity_id, context=None):
+ if not next_activity_id:
+ return {'value': {
+ 'name': False,
+ 'date_action': False,
+ }}
+ activity = self.pool['crm.activity'].browse(cr, uid, next_activity_id, context=context)
+ date_action = False
+ if activity.days:
+ date_action = (datetime.now() + timedelta(days=activity.days)).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
+ return {'value': {
+ 'name': activity.description,
+ 'date_action': date_action,
+ 'next_activity_id': next_activity_id
+ }}
+
+ _defaults = {
+ 'lead_id': _get_default_lead_id,
+ 'date_deadline': lambda self, cr,uid,ctx: self.pool.get('crm.lead').browse(cr, uid, ctx.get('active_id'), ctx).date_deadline,
+ 'planned_revenue': lambda self, cr,uid,ctx: self.pool.get('crm.lead').browse(cr, uid, ctx.get('active_id'), ctx).planned_revenue,
+ 'name': lambda self, cr,uid,ctx: self.pool.get('crm.lead').browse(cr, uid, ctx.get('active_id'), ctx).title_action,
+ 'next_activity_id': lambda self, cr,uid,ctx: self.pool.get('crm.lead').browse(cr, uid, ctx.get('active_id'), ctx).next_activity_id.id,
+ 'last_activity_id': lambda self, cr,uid,ctx: ctx.get('activity_id', False),
+ 'team_id': lambda self, cr,uid,ctx: self.pool.get('crm.lead').browse(cr, uid, ctx.get('active_id'), ctx).team_id.id,
+ 'mode': 'log'
+ }
+
class crm_lost_reason(osv.Model):
_name = "crm.lost.reason"
_description = 'Reason for loosing leads'
-
_columns = {
'name': fields.char('Name', required=True),
'active': fields.boolean('Active'),
}
-
_defaults = {
'active': True,
}
diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml
index fdadc2773b3..e0ced90ef6c 100644
--- a/addons/crm/crm_lead_view.xml
+++ b/addons/crm/crm_lead_view.xml
@@ -280,12 +280,15 @@
+
+
+
@@ -313,22 +316,22 @@
- -
-
-
- oe_kanban_text_red
-
-
- :
-
-
+ ,
+
@@ -396,6 +399,78 @@
+
+ Log an Activity
+ crm.lead.log
+ 20
+
+
+
+
+
+
+ Schedule next Activity
+ crm.lead.log
+ 40
+
+
+
+
+
+
+
+ Log an Activity
+ ir.actions.act_window
+ crm.lead.log
+ form
+
+ new
+
@@ -412,6 +487,8 @@
type="action" class="oe_highlight"
context="{'default_lead_id': active_id}"
attrs="{'invisible': [('active', '=', False)]}"/>
+
-
-
@@ -480,27 +555,10 @@
on
-
-
- |
-
- |
-
-
-
+
-
-
-
-
+ attrs="{'invisible': [('next_activity_id', '=', False)]}"/>
diff --git a/addons/crm/data/crm_action_demo.xml b/addons/crm/data/crm_action_demo.xml
index 36570cf82db..bd170d4f328 100644
--- a/addons/crm/data/crm_action_demo.xml
+++ b/addons/crm/data/crm_action_demo.xml
@@ -11,28 +11,23 @@
Make Quote
Send a quotation
15
-
+
Call for Demo
10
Call for a demo
-
+
-
5
-
-
-
-
Follow-up call
+
-
-
+
15
diff --git a/addons/crm/models/crm_activity.py b/addons/crm/models/crm_activity.py
index b2f211d6fdb..6e2ab3ccab2 100644
--- a/addons/crm/models/crm_activity.py
+++ b/addons/crm/models/crm_activity.py
@@ -29,9 +29,9 @@ class CrmActivity(models.Model):
sequence = fields.Integer('Sequence', default=0)
team_id = fields.Many2one('crm.team', string='Sales Team')
subtype_id = fields.Many2one('mail.message.subtype', string='Message Subtype', required=True, ondelete='cascade')
- activity_1_id = fields.Many2one('crm.activity', string="Next Activity 1")
- activity_2_id = fields.Many2one('crm.activity', string="Next Activity 2")
- activity_3_id = fields.Many2one('crm.activity', string="Next Activity 3")
+
+ activity_ids = fields.Many2many('crm.activity', 'crm_activity_rel', 'activity_id', 'recommended_id', string='Recommended Activities')
+ activity_invert_ids = fields.Many2many('crm.activity', 'crm_activity_rel', 'recommended_id', 'activity_id', string='Preceding Activities')
@api.model
def create(self, values):
diff --git a/addons/crm/views/crm_action_views.xml b/addons/crm/views/crm_action_views.xml
index 1d46749b652..a6d5f9e6980 100644
--- a/addons/crm/views/crm_action_views.xml
+++ b/addons/crm/views/crm_action_views.xml
@@ -27,9 +27,7 @@
-
-
-
+
diff --git a/addons/web_kanban/static/src/less/kanban_view.less b/addons/web_kanban/static/src/less/kanban_view.less
index 7d2027bb1ef..41cff8d682c 100644
--- a/addons/web_kanban/static/src/less/kanban_view.less
+++ b/addons/web_kanban/static/src/less/kanban_view.less
@@ -554,6 +554,8 @@
height: 12px;
width: 12px;
border-radius: 6px;
+ margin-top: 6px;
+ margin-right: 6px;
background-color: @odoo-brand-secondary;