[IMP] crm: added reason for loosing opportunities
This commit is contained in:
fwi-odoo
committed by
Thibault Delavallée
Thibault Delavallée
parent
17937e7e92
commit
c92d86e02d
@@ -76,6 +76,16 @@
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<p>To manage quotations and sale orders, install the "Sales Management" application.</p>]]></field>
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</record>
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<!-- opportunities' lost causes -->
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<record model="crm.lost.reason" id="lost_reason_1">
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<field name="name">Too expensive</field>
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</record>
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<record model="crm.lost.reason" id="lost_reason_2">
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<field name="name">We don't have people/skills</field>
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</record>
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<record model="crm.lost.reason" id="lost_reason_3">
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<field name="name">Not enough stock</field>
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</record>
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</data>
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</openerp>
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+10
-1
@@ -272,6 +272,7 @@ class crm_lead(format_address, osv.osv):
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'company_id': fields.many2one('res.company', 'Company', select=1),
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'planned_cost': fields.float('Planned Costs'),
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'meeting_count': fields.function(_meeting_count, string='# Meetings', type='integer'),
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'lost_reason': fields.many2one('crm.lost.reason', 'Lost Reason', select=True, track_visibility='onchange')
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}
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_defaults = {
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@@ -1085,6 +1086,7 @@ class crm_lead(format_address, osv.osv):
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break
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return res
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class crm_lead_tag(osv.Model):
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_name = "crm.lead.tag"
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_description = "Category of lead"
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@@ -1093,4 +1095,11 @@ class crm_lead_tag(osv.Model):
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'team_id': fields.many2one('crm.team', 'Sales Team'),
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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class crm_lost_reason(osv.Model):
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_name = "crm.lost.reason"
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_description = 'Reason for loosing leads'
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_columns = {
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'name': fields.char('Name', required=True),
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}
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@@ -450,6 +450,7 @@
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</group>
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<group>
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<field name="tag_ids" widget="many2many_tags"/>
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<field name="lost_reason"/>
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</group>
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</group>
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@@ -558,6 +559,7 @@
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<field name="partner_id" operator="child_of"/>
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<field name="stage_id" domain="[]"/>
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<field name="probability"/>
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<field name="lost_reason"/>
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<separator/>
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<filter string="New" name="new"
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domain="[('probability', '=', 0), ('stage_id.sequence', '<=', 1)]"/>
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@@ -585,6 +587,7 @@
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<separator orientation="vertical" />
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<filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
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<filter string="Expected Closing" context="{'group_by':'date_deadline'}"/>
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<filter string="Lost Reason" context="{'group_by':'lost_reason'}"/>
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</group>
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</search>
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</field>
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+31
-1
@@ -107,8 +107,38 @@
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<menuitem action="crm_tracking_source_action" id="menu_crm_tracking_source" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
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<!-- CRM STAGE VIEWS -->
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<!-- CRM.LOST.REASON VIEWS -->
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<record id="crm_lost_reason_view_form" model="ir.ui.view">
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<field name="name">crm.lost.reason.form</field>
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<field name="model">crm.lost.reason</field>
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<field name="arch" type="xml">
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<form string="Channel">
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<group>
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<field name="name"/>
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</group>
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</form>
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</field>
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</record>
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<record id="crm_lost_reason_action" model="ir.actions.act_window">
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<field name="name">Lost Reasons</field>
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<field name="res_model">crm.lost.reason</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define a new lost reason.
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</p><p>
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Use lost reasons to explain why an opportunity is lost.
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</p><p>
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Some examples of lost reasons: "We don't have people/skill", "Price too high"
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</p>
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</field>
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</record>
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<menuitem action="crm_lost_reason_action" id="menu_crm_lost_reason" parent="base.menu_crm_config_lead" sequence="6" groups="base.group_no_one"/>
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<!-- CRM STAGE VIEWS -->
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<record model="ir.ui.view" id="crm_stage_tree">
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<field name="name">crm.stage.tree</field>
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<field name="model">crm.stage</field>
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@@ -60,6 +60,7 @@ class crm_opportunity_report(osv.Model):
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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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'lost_reason': fields.many2one('crm.lost.reason', 'Lost Reason', readonly=True),
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}
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def init(self, cr):
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@@ -93,7 +94,8 @@ class crm_opportunity_report(osv.Model):
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c.create_date as create_date,
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extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as delay_close,
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abs(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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extract('epoch' from (c.date_open-c.create_date))/(3600*24) as delay_open,
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c.lost_reason
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FROM
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crm_lead c
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WHERE c.active = 'true'
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@@ -97,6 +97,7 @@
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<separator orientation="vertical" />
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<filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
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<filter string="Expiration Closing" context="{'group_by':'date_deadline:month'}" name="month" help="Expiration Closing Month"/>
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<filter string="Lost Reason" context="{'group_by':'lost_reason'}"/>
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</group>
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</search>
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</field>
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@@ -28,4 +28,7 @@ access_crm_lead_tag_salesman,crm_lead_tag salesman,model_crm_lead_tag,base.group
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access_crm_lead_tag_manager,crm_lead_tag manager,model_crm_lead_tag,base.group_sale_manager,1,1,1,1
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access_crm_phonecall_category,crm_phonecall_category,model_crm_phonecall_category,base.group_user,1,0,0,0
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access_crm_phonecall_category_salesman,crm_phonecall_category salesman,model_crm_phonecall_category,base.group_sale_salesman,1,1,1,0
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access_crm_phonecall_category_manager,crm_phonecall_category manager,model_crm_phonecall_category,base.group_sale_manager,1,1,1,1
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access_crm_phonecall_category_manager,crm_phonecall_category manager,model_crm_phonecall_category,base.group_sale_manager,1,1,1,1
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access_crm_lost_reason,crm.lost.reason,model_crm_lost_reason,base.group_sale_manager,1,1,1,1
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access_crm_lost_reason,crm.lost.reason,model_crm_lost_reason,base.group_sale_salesman,1,1,1,0
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access_crm_lost_reason,crm.lost.reason,model_crm_lost_reason,base.group_user,1,0,0,0
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