diff --git a/addons/crm/models/crm_lead.py b/addons/crm/models/crm_lead.py index 510aec448c4..121f0c52e72 100644 --- a/addons/crm/models/crm_lead.py +++ b/addons/crm/models/crm_lead.py @@ -1057,135 +1057,6 @@ class Lead(models.Model): message = _("Meeting scheduled at '%s'
Subject: %s
Duration: %s hours") % (html_time, meeting_subject, duration) return self.message_post(body=message) - # ---------------------------------------- - # Sales Team Dashboard - # ---------------------------------------- - - @api.model - def retrieve_sales_dashboard(self): - """ Fetch data to setup Sales Dashboard """ - result = { - 'meeting': { - 'today': 0, - 'next_7_days': 0, - }, - 'activity': { - 'today': 0, - 'overdue': 0, - 'next_7_days': 0, - }, - 'closing': { - 'today': 0, - 'overdue': 0, - 'next_7_days': 0, - }, - 'done': { - 'this_month': 0, - 'last_month': 0, - }, - 'won': { - 'this_month': 0, - 'last_month': 0, - }, - 'nb_opportunities': 0, - } - - today = fields.Date.from_string(fields.Date.context_today(self)) - - opportunities = self.search([('type', '=', 'opportunity'), ('user_id', '=', self._uid)]) - - for opp in opportunities: - # Expected closing - if opp.activity_date_deadline: - if opp.date_deadline: - date_deadline = fields.Date.from_string(opp.date_deadline) - if date_deadline == today: - result['closing']['today'] += 1 - if today <= date_deadline <= today + timedelta(days=7): - result['closing']['next_7_days'] += 1 - if date_deadline < today and not opp.date_closed: - result['closing']['overdue'] += 1 - # Next activities - for activity in opp.activity_ids: - date_deadline = fields.Date.from_string(activity.date_deadline) - if date_deadline == today: - result['activity']['today'] += 1 - if today <= date_deadline <= today + timedelta(days=7): - result['activity']['next_7_days'] += 1 - if date_deadline < today: - result['activity']['overdue'] += 1 - # Won in Opportunities - if opp.date_closed and opp.stage_id.is_won: - date_closed = fields.Date.from_string(opp.date_closed) - if today.replace(day=1) <= date_closed <= today: - if opp.planned_revenue: - result['won']['this_month'] += opp.planned_revenue - elif today + relativedelta(months=-1, day=1) <= date_closed < today.replace(day=1): - if opp.planned_revenue: - result['won']['last_month'] += opp.planned_revenue - - result['nb_opportunities'] = len(opportunities) - - # crm.activity is a very messy model so we need to do that in order to retrieve the actions done. - self._cr.execute(""" - SELECT - mail_message.id, - mail_message.subtype_id, - mail_message.mail_activity_type_id, - mail_message.date, - crm_lead.user_id, - crm_lead.type - FROM mail_message - LEFT JOIN crm_lead ON (mail_message.res_id = crm_lead.id) - INNER JOIN mail_activity_type activity_type ON (mail_message.mail_activity_type_id = activity_type.id) - WHERE - (mail_message.model = 'crm.lead') AND (crm_lead.user_id = %s) AND (crm_lead.type = 'opportunity') - """, (self._uid,)) - activites_done = self._cr.dictfetchall() - for activity in activites_done: - if activity['date']: - date_act = fields.Date.from_string(activity['date']) - if today.replace(day=1) <= date_act <= today: - result['done']['this_month'] += 1 - elif today + relativedelta(months=-1, day=1) <= date_act < today.replace(day=1): - result['done']['last_month'] += 1 - - # Meetings - min_date = fields.Datetime.now() - max_date = fields.Datetime.to_string(datetime.now() + timedelta(days=8)) - meetings_domain = [ - ('start', '>=', min_date), - ('start', '<=', max_date), - ('partner_ids', 'in', [self.env.user.partner_id.id]) - ] - meetings = self.env['calendar.event'].search(meetings_domain) - for meeting in meetings: - if meeting['start']: - start = meeting['start'] - if start == today: - result['meeting']['today'] += 1 - if today <= start <= today + timedelta(days=7): - result['meeting']['next_7_days'] += 1 - - result['done']['target'] = self.env.user.target_sales_done - result['won']['target'] = self.env.user.target_sales_won - result['currency_id'] = self.env.company.currency_id.id - - return result - - @api.model - def modify_target_sales_dashboard(self, target_name, target_value): - """ Update the user objectives (`target_sales_done`, target_sales_won` - and `target_sales_invoiced` fields). - :param target_name : part of the fields name to update - :param target_value : value of the field to update - """ - if target_name in ['won', 'done', 'invoiced']: - # bypass rights, since self.env.user is browsed as SUPERUSER_ID - self.env.user.write({'target_sales_' + target_name: target_value}) - else: - raise UserError(_('This target does not exist.')) - # ---------------------------------------- # Mail Gateway # ---------------------------------------- diff --git a/addons/crm/static/tests/sales_team_dashboard_tests.js b/addons/crm/static/tests/sales_team_dashboard_tests.js deleted file mode 100644 index 7cb352a30ae..00000000000 --- a/addons/crm/static/tests/sales_team_dashboard_tests.js +++ /dev/null @@ -1,173 +0,0 @@ -odoo.define('crm.dashboard_tests', function (require) { -"use strict"; - -// this file is no longer loaded in the test suite, so i guess we can remove it - -var testUtils = require('web.test_utils'); -var view_registry = require('web.view_registry'); - -var createView = testUtils.createView; - -QUnit.module('CRM Sales Team Dashboard', { - beforeEach: function () { - this.data = { - partner: { - fields: { - foo: {string: "Foo", type: "char"}, - }, - records: [ - {id: 1, foo: "yop"}, - {id: 2, foo: "blip"}, - {id: 3, foo: "gnap"}, - {id: 4, foo: "blip"}, - ] - }, - }; - this.dashboard_data = { - nb_opportunities: 6, - currency_id: 3, - won: {this_month: 0, last_month: 0, target: 0}, - done: {this_month: 0, last_month: 0, target: 0}, - activity: {next_7_days: 3, today: 1, overdue: 1}, - closing: {next_7_days: 1, today: 0, overdue: 0}, - meeting: {next_7_days: 1, today: 0}, - invoiced: {this_month: 0, last_month: 0, target: 0} - }; - } -}); - -QUnit.test('dashboard basic rendering', function (assert) { - assert.expect(2); - - var dashboard_data = this.dashboard_data; - var kanban = createView({ - View: view_registry.get('sales_team_dashboard'), - model: 'partner', - data: this.data, - arch: '' + - '' + - '
' + - '' + - '', - mockRPC: function (route, args) { - if (args.method === 'retrieve_sales_dashboard') { - assert.ok(true, "should call /retrieve_sales_dashboard"); - return Promise.resolve(dashboard_data); - } - return this._super(route, args); - }, - }); - - assert.ok(kanban.$('div.o_sales_dashboard').length, - "should render the dashboard"); -}); - -QUnit.test('dashboard set a new target', function (assert) { - assert.expect(4); - - var dashboard_data = this.dashboard_data; - var kanban = createView({ - View: view_registry.get('sales_team_dashboard'), - model: 'partner', - data: this.data, - arch: '' + - '' + - '
' + - '' + - '', - mockRPC: function (route, args) { - if (args.method === 'retrieve_sales_dashboard') { - // should be called twice: for the first rendering, and after the target update - assert.ok(true, "should call /retrieve_sales_dashboard"); - return Promise.resolve(dashboard_data); - } - if (args.method === 'modify_target_sales_dashboard') { - assert.ok(true, "should call /modify_target_sales_dashboard"); - dashboard_data[args.args[0]].target = args.args[1]; - return Promise.resolve(); - } - return this._super(route, args); - }, - }); - - testUtils.dom.click(kanban.$('.o_target_to_set').first()); - kanban.$('.o_sales_dashboard input') - .val('20000') - .trigger($.Event('keyup', {which: $.ui.keyCode.ENTER})); // set the target - - assert.ok(kanban.$('.o_target_to_set:first():contains(20000)').length, - "dashboard should have been correctly re-rendered after target update"); -}); - -QUnit.test('dashboard: click on a button to execute an action', function (assert) { - assert.expect(2); - - var dashboard_data = this.dashboard_data; - var kanban = createView({ - View: view_registry.get('sales_team_dashboard'), - model: 'partner', - data: this.data, - arch: '' + - '' + - '
' + - '
' + - '' + - '', - mockRPC: function (route, args) { - if (args.method === 'retrieve_sales_dashboard') { - return Promise.resolve(dashboard_data); - } - return this._super(route, args); - }, - }); - - - testUtils.mock.intercept(kanban, 'execute_action', function (event) { - assert.strictEqual(event.data.action_data.name, 'func_name', - 'execute_action should have been triggered with the correct data'); - assert.strictEqual(event.data.action_data.type, 'object', - 'execute_action should have been triggered with the correct data'); - }); - - testUtils.dom.click(kanban.$('.my_button:first()')); - kanban.destroy(); -}); - -QUnit.test('dashboard should be displayed even if there is no content', function (assert) { - assert.expect(2); - - var dashboardData = this.dashboard_data; - var kanban = createView({ - View: view_registry.get('sales_team_dashboard'), - model: 'partner', - data: this.data, - arch: '' + - '' + - '
' + - '' + - '', - domain: [['id', '=', 239]], // no record will match this domain - mockRPC: function (route, args) { - if (args.method === 'retrieve_sales_dashboard') { - return Promise.resolve(dashboardData); - } - return this._super(route, args); - }, - viewOptions: { - action: { - help: '

A help message

', - }, - }, - }); - - assert.containsOnce(kanban, 'div.o_sales_dashboard', - "should render the dashboard"); - assert.strictEqual(kanban.$('.o_view_nocontent:contains(A help message)').length, 1, - "should correctly render the nocontent helper"); - - kanban.destroy(); -}); - -});