Keyur Gajjar
348fa4f958
1/ Add a stat button with history of activities (count of activities) on the Customer form view 2/ Activity reports: When clicking on the list view, there shouldn't have any group by (remove the Salesperson/leads group by)
88 lines
4.1 KiB
Python
88 lines
4.1 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from openerp.osv import fields,osv
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class res_partner(osv.osv):
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""" Inherits partner and adds CRM information in the partner form """
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_inherit = 'res.partner'
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def _opportunity_meeting_count(self, cr, uid, ids, field_name, arg, context=None):
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res = dict(map(lambda x: (x,{'opportunity_count': 0, 'meeting_count': 0}), ids))
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# the user may not have access rights for opportunities or meetings
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try:
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for partner in self.browse(cr, uid, ids, context):
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if partner.is_company:
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operator = 'child_of'
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else:
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operator = '='
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opp_ids = self.pool['crm.lead'].search(cr, uid, [('partner_id', operator, partner.id), ('type', '=', 'opportunity')], context=context)
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res[partner.id] = {
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'opportunity_count': len(opp_ids),
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'meeting_count': len(partner.meeting_ids),
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}
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except:
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pass
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return res
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def _compute_activities_count(self, cr, uid, ids, field_name, arg, context=None):
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res = dict.fromkeys(ids, None)
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activities = self.pool['crm.activity.report'].read_group(cr, uid, [('partner_id', 'in', ids)], ['partner_id'], ['partner_id'], context=context)
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for activity in activities:
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res[activity['partner_id'][0]] = activity['partner_id_count']
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return res
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_columns = {
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'team_id': fields.many2one('crm.team', 'Sales Team', oldname='section_id'),
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'opportunity_ids': fields.one2many('crm.lead', 'partner_id',\
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'Opportunities', domain=[('type', '=', 'opportunity')]),
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'meeting_ids': fields.many2many('calendar.event', 'calendar_event_res_partner_rel','res_partner_id', 'calendar_event_id',
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'Meetings'),
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'opportunity_count': fields.function(_opportunity_meeting_count, string="Opportunity", type='integer', multi='opp_meet'),
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'meeting_count': fields.function(_opportunity_meeting_count, string="# Meetings", type='integer', multi='opp_meet'),
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'activities_count': fields.function(_compute_activities_count, string="Activities", type="integer"),
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}
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def redirect_partner_form(self, cr, uid, partner_id, context=None):
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search_view = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'base', 'view_res_partner_filter')
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value = {
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'domain': "[]",
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'res.partner',
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'res_id': int(partner_id),
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'view_id': False,
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'context': context,
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'type': 'ir.actions.act_window',
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'search_view_id': search_view and search_view[1] or False
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}
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return value
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def make_opportunity(self, cr, uid, ids, opportunity_summary, planned_revenue=0.0, probability=0.0, partner_id=None, context=None):
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lead_obj = self.pool.get('crm.lead')
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tag_ids = self.pool['crm.lead.tag'].search(cr, uid, [])
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opportunity_ids = {}
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for partner in self.browse(cr, uid, ids, context=context):
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if not partner_id:
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partner_id = partner.id
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opportunity_id = lead_obj.create(cr, uid, {
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'name' : opportunity_summary,
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'planned_revenue' : planned_revenue,
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'probability' : probability,
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'partner_id' : partner_id,
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'tag_ids' : tag_ids and tag_ids[0] or [],
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'type': 'opportunity'
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}, context=context)
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opportunity_ids[partner_id] = opportunity_id
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return opportunity_ids
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def schedule_meeting(self, cr, uid, ids, context=None):
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partner_ids = list(ids)
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partner_ids.append(self.pool.get('res.users').browse(cr, uid, uid).partner_id.id)
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res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'calendar', 'action_calendar_event', context)
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res['context'] = {
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'search_default_partner_ids': context['partner_name'],
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'default_partner_ids': partner_ids,
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}
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return res
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