From bc86d8c57da74ec9abe21091953e5e8e279e4b2c Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Thibault=20Delavall=C3=A9e?= Date: Mon, 6 Apr 2020 08:19:53 +0000 Subject: [PATCH] [IMP] crm: lint data and menu entries PURPOSE Prepare enhancements of sales team membership. SPECIFICATIONS Lint crm data and demo, notably about sales team and file organization. Also move crm menu entries declaration in a single file and remove some menu entries not imported anymore. LINKS Task ID 2086889 (sales team enhancements) Task ID 2234698 (preparation lint) Community PR odoo/odoo#49520 --- addons/crm/__manifest__.py | 24 +-- addons/crm/data/crm_data.xml | 35 ----- addons/crm/data/crm_lost_reason_data.xml | 13 ++ addons/crm/data/crm_team_data.xml | 14 ++ .../data/{crm_demo.xml => crm_team_demo.xml} | 5 - .../data/{crm_lead_data.xml => mail_data.xml} | 7 + addons/crm/models/crm_team.py | 7 +- .../report/crm_opportunity_report_views.xml | 18 +-- .../views/{crm_templates.xml => assets.xml} | 0 addons/crm/views/calendar_views.xml | 5 - addons/crm/views/crm_lead_views.xml | 55 ++----- addons/crm/views/crm_lost_reason_views.xml | 8 +- addons/crm/views/crm_menu_views.xml | 144 +++++++++++++++--- addons/crm/views/crm_stage_views.xml | 10 +- addons/crm/views/crm_team_views.xml | 5 - addons/crm/views/crm_views.xml | 61 -------- addons/crm/views/mail_activity_views.xml | 7 + .../crm/views/res_config_settings_views.xml | 5 + 18 files changed, 207 insertions(+), 216 deletions(-) delete mode 100644 addons/crm/data/crm_data.xml create mode 100644 addons/crm/data/crm_lost_reason_data.xml create mode 100644 addons/crm/data/crm_team_data.xml rename addons/crm/data/{crm_demo.xml => crm_team_demo.xml} (67%) rename addons/crm/data/{crm_lead_data.xml => mail_data.xml} (92%) rename addons/crm/views/{crm_templates.xml => assets.xml} (100%) delete mode 100644 addons/crm/views/crm_views.xml create mode 100644 addons/crm/views/mail_activity_views.xml diff --git a/addons/crm/__manifest__.py b/addons/crm/__manifest__.py index 8c7a6a892f5..839a1e70ef3 100644 --- a/addons/crm/__manifest__.py +++ b/addons/crm/__manifest__.py @@ -26,33 +26,35 @@ 'security/crm_security.xml', 'security/ir.model.access.csv', - 'data/crm_data.xml', - 'data/crm_stage_data.xml', - 'data/crm_lead_data.xml', - 'data/digest_data.xml', 'data/crm_lead_prediction_data.xml', + 'data/crm_lost_reason_data.xml', + 'data/crm_stage_data.xml', + 'data/crm_team_data.xml', + 'data/digest_data.xml', + 'data/mail_data.xml', 'wizard/crm_lead_lost_views.xml', 'wizard/crm_lead_to_opportunity_views.xml', 'wizard/crm_lead_to_opportunity_mass_views.xml', 'wizard/crm_merge_opportunities_views.xml', - 'views/crm_templates.xml', - 'views/res_config_settings_views.xml', - 'views/crm_views.xml', + 'views/assets.xml', + 'views/calendar_views.xml', + 'views/crm_menu_views.xml', 'views/crm_lost_reason_views.xml', 'views/crm_stage_views.xml', 'views/crm_lead_views.xml', - 'views/calendar_views.xml', + 'views/digest_views.xml', + 'views/mail_activity_views.xml', + 'views/res_config_settings_views.xml', 'views/res_partner_views.xml', + 'views/utm_campaign_views.xml', 'report/crm_activity_report_views.xml', 'report/crm_opportunity_report_views.xml', 'views/crm_team_views.xml', - 'views/digest_views.xml', - 'views/utm_campaign_views.xml' ], 'demo': [ - 'data/crm_demo.xml', + 'data/crm_team_demo.xml', 'data/mail_activity_demo.xml', 'data/crm_lead_demo.xml', ], diff --git a/addons/crm/data/crm_data.xml b/addons/crm/data/crm_data.xml deleted file mode 100644 index 0ee888fea90..00000000000 --- a/addons/crm/data/crm_data.xml +++ /dev/null @@ -1,35 +0,0 @@ - - - - - - - - - - - - - - - - - - - - - - - - - - Too expensive - - - We don't have people/skills - - - Not enough stock - - - diff --git a/addons/crm/data/crm_lost_reason_data.xml b/addons/crm/data/crm_lost_reason_data.xml new file mode 100644 index 00000000000..a13a1d77b34 --- /dev/null +++ b/addons/crm/data/crm_lost_reason_data.xml @@ -0,0 +1,13 @@ + + + + + Too expensive + + + We don't have people/skills + + + Not enough stock + + diff --git a/addons/crm/data/crm_team_data.xml b/addons/crm/data/crm_team_data.xml new file mode 100644 index 00000000000..016777ce78f --- /dev/null +++ b/addons/crm/data/crm_team_data.xml @@ -0,0 +1,14 @@ + + + + + + + + + + + + + + diff --git a/addons/crm/data/crm_demo.xml b/addons/crm/data/crm_team_demo.xml similarity index 67% rename from addons/crm/data/crm_demo.xml rename to addons/crm/data/crm_team_demo.xml index f5f0ed06bed..f04c60baa30 100644 --- a/addons/crm/data/crm_demo.xml +++ b/addons/crm/data/crm_team_demo.xml @@ -1,14 +1,9 @@ - - - - sales - diff --git a/addons/crm/data/crm_lead_data.xml b/addons/crm/data/mail_data.xml similarity index 92% rename from addons/crm/data/crm_lead_data.xml rename to addons/crm/data/mail_data.xml index 52f7575aa79..28253e529b5 100644 --- a/addons/crm/data/crm_lead_data.xml +++ b/addons/crm/data/mail_data.xml @@ -1,6 +1,13 @@ + + + + + + + diff --git a/addons/crm/models/crm_team.py b/addons/crm/models/crm_team.py index 25b1965de97..9161c69116c 100644 --- a/addons/crm/models/crm_team.py +++ b/addons/crm/models/crm_team.py @@ -15,7 +15,9 @@ class Team(models.Model): use_leads = fields.Boolean('Leads', help="Check this box to filter and qualify incoming requests as leads before converting them into opportunities and assigning them to a salesperson.") use_opportunities = fields.Boolean('Pipeline', default=True, help="Check this box to manage a presales process with opportunities.") - alias_id = fields.Many2one('mail.alias', string='Alias', ondelete="restrict", required=True, help="The email address associated with this channel. New emails received will automatically create new leads assigned to the channel.") + alias_id = fields.Many2one( + 'mail.alias', string='Alias', ondelete="restrict", required=True, + help="The email address associated with this channel. New emails received will automatically create new leads assigned to the channel.") # statistics about leads / opportunities / both lead_unassigned_count = fields.Integer( string='# Unassigned Leads', compute='_compute_lead_unassigned_count') @@ -118,6 +120,7 @@ class Team(models.Model): if not use_leads and not use_opportunities: return {'alias_name': False} return {} + # ------------------------------------------------------------ # MESSAGING # ------------------------------------------------------------ @@ -162,7 +165,7 @@ class Team(models.Model): return action def _compute_dashboard_button_name(self): - super(Team,self)._compute_dashboard_button_name() + super(Team, self)._compute_dashboard_button_name() team_with_pipelines = self.filtered(lambda el: el.use_opportunities) team_with_pipelines.update({'dashboard_button_name': _("Pipeline")}) diff --git a/addons/crm/report/crm_opportunity_report_views.xml b/addons/crm/report/crm_opportunity_report_views.xml index cf6eec4bfc7..1d6972d0aaf 100644 --- a/addons/crm/report/crm_opportunity_report_views.xml +++ b/addons/crm/report/crm_opportunity_report_views.xml @@ -123,11 +123,9 @@ teams of the sales pipeline. - + + + Leads Analysis @@ -142,12 +140,8 @@ This report analyses the source of your leads. - + + + diff --git a/addons/crm/views/crm_templates.xml b/addons/crm/views/assets.xml similarity index 100% rename from addons/crm/views/crm_templates.xml rename to addons/crm/views/assets.xml diff --git a/addons/crm/views/calendar_views.xml b/addons/crm/views/calendar_views.xml index b82569b1845..8267a60558d 100644 --- a/addons/crm/views/calendar_views.xml +++ b/addons/crm/views/calendar_views.xml @@ -1,11 +1,6 @@ - - calendar.event.form.inherit calendar.event diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml index b7d86291efb..5edbfb84020 100644 --- a/addons/crm/views/crm_lead_views.xml +++ b/addons/crm/views/crm_lead_views.xml @@ -767,28 +767,6 @@ if record: - - - - - - - Leads @@ -839,12 +817,9 @@ if record: - + + + @@ -948,22 +923,10 @@ if record: - - - - - + + + + + + diff --git a/addons/crm/views/crm_lost_reason_views.xml b/addons/crm/views/crm_lost_reason_views.xml index 7f65379bcc0..33986e14da8 100644 --- a/addons/crm/views/crm_lost_reason_views.xml +++ b/addons/crm/views/crm_lost_reason_views.xml @@ -69,9 +69,7 @@ - + + + diff --git a/addons/crm/views/crm_menu_views.xml b/addons/crm/views/crm_menu_views.xml index cbcfe85b201..e679fb8f122 100644 --- a/addons/crm/views/crm_menu_views.xml +++ b/addons/crm/views/crm_menu_views.xml @@ -1,26 +1,126 @@ - + - - + + + - + + + + + - - \ No newline at end of file + + + + + + + + + + + + + + + + + + + + + diff --git a/addons/crm/views/crm_stage_views.xml b/addons/crm/views/crm_stage_views.xml index 95e2a321990..2dc3a4c7c10 100644 --- a/addons/crm/views/crm_stage_views.xml +++ b/addons/crm/views/crm_stage_views.xml @@ -71,12 +71,8 @@ - + + + diff --git a/addons/crm/views/crm_team_views.xml b/addons/crm/views/crm_team_views.xml index 90301bc7385..a1981660cc3 100644 --- a/addons/crm/views/crm_team_views.xml +++ b/addons/crm/views/crm_team_views.xml @@ -268,9 +268,4 @@ - - ['|', ('res_model_id', '=', False), ('res_model_id.model', 'in', ['crm.lead', 'res.partner'])] - {'default_res_model': 'crm.lead'} - - diff --git a/addons/crm/views/crm_views.xml b/addons/crm/views/crm_views.xml deleted file mode 100644 index 59a07dfb804..00000000000 --- a/addons/crm/views/crm_views.xml +++ /dev/null @@ -1,61 +0,0 @@ - - - - - - - - - - - - - - - - - - - - - - diff --git a/addons/crm/views/mail_activity_views.xml b/addons/crm/views/mail_activity_views.xml new file mode 100644 index 00000000000..6b489ee8807 --- /dev/null +++ b/addons/crm/views/mail_activity_views.xml @@ -0,0 +1,7 @@ + + + + ['|', ('res_model_id', '=', False), ('res_model_id.model', 'in', ['crm.lead', 'res.partner'])] + {'default_res_model': 'crm.lead'} + + diff --git a/addons/crm/views/res_config_settings_views.xml b/addons/crm/views/res_config_settings_views.xml index f0cabe5d527..d2ff6b19c98 100644 --- a/addons/crm/views/res_config_settings_views.xml +++ b/addons/crm/views/res_config_settings_views.xml @@ -133,4 +133,9 @@ inline {'module' : 'crm'} + + + + +