diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py index 74c416f6185..1f9ef52e47a 100644 --- a/addons/crm/crm_lead.py +++ b/addons/crm/crm_lead.py @@ -119,16 +119,6 @@ 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 @@ -172,8 +162,6 @@ 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'), @@ -213,6 +201,9 @@ 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'), @@ -366,9 +357,62 @@ 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, }} @@ -377,6 +421,9 @@ 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, @@ -1175,121 +1222,16 @@ 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 e0ced90ef6c..fdadc2773b3 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -280,15 +280,12 @@ - - - @@ -316,22 +313,22 @@
- , + - +
+
+ oe_kanban_text_red + + + : + +
-
@@ -399,78 +396,6 @@ - - Log an Activity - crm.lead.log - 20 - -
- - - - - - - - - - - - -
-
- -
-
- - - Schedule next Activity - crm.lead.log - 40 - -
- - - - - - - - - -
-

Recommended activities:

- -
-
-
-
-
-
-
-
- - - - Log an Activity - ir.actions.act_window - crm.lead.log - form - - new - @@ -487,8 +412,6 @@ type="action" class="oe_highlight" context="{'default_lead_id': active_id}" attrs="{'invisible': [('active', '=', False)]}"/> - + | + + | + + -
+
+ 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 bd170d4f328..36570cf82db 100644 --- a/addons/crm/data/crm_action_demo.xml +++ b/addons/crm/data/crm_action_demo.xml @@ -11,23 +11,28 @@ 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 6e2ab3ccab2..b2f211d6fdb 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_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') + 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") @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 a6d5f9e6980..1d46749b652 100644 --- a/addons/crm/views/crm_action_views.xml +++ b/addons/crm/views/crm_action_views.xml @@ -27,7 +27,9 @@ - + + + diff --git a/addons/web_kanban/static/src/less/kanban_view.less b/addons/web_kanban/static/src/less/kanban_view.less index 41cff8d682c..7d2027bb1ef 100644 --- a/addons/web_kanban/static/src/less/kanban_view.less +++ b/addons/web_kanban/static/src/less/kanban_view.less @@ -554,8 +554,6 @@ height: 12px; width: 12px; border-radius: 6px; - margin-top: 6px; - margin-right: 6px; background-color: @odoo-brand-secondary;