Thibault Delavallée
99c2c2ee1e
PURPOSE
Make digest email and tips more appealing. The goals of these tips are
* to encourage the adoption of other apps (Did you know ?);
* to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
* to show social proof and increase trust (emphasis on already existing
projects / customers to);
SPECIFICATIONS
Digest now use qweb views instead of a standard mail.template record for
rendering as
* template is very custom;
* probability of breaking it while edition the mail template is high;
it is easier to maintain and extend in qweb;
* only body was really used, other mail-related fields were not used;
We therefore remove the mail template data and the field used for it on
the digest model. Template is now forced to a Qweb view.
We can also remove the template_id field. Indeed we think that having
different templates for digests is a really advanced use case we do not
want to support.
Finally kpis and action computation is rewritten. It now returns an unique
structure containing all information in a more neutral way, holding values
for 3 columns. Purpose is to be less date-oriented in data construct and
allow people to use digest qweb template to display a 3-columns KPIs content
even if not related to yesterday / last 7 days / last 30 days.
LINKS
Task ID 2197417
Community PR odoo/odoo#51619
Upgrade PR odoo/upgrade#1256
47 lines
2.3 KiB
Python
47 lines
2.3 KiB
Python
# -*- coding: utf-8 -*-
|
|
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
|
|
|
from odoo import api, fields, models, _
|
|
from odoo.exceptions import AccessError
|
|
|
|
|
|
class Digest(models.Model):
|
|
_inherit = 'digest.digest'
|
|
|
|
kpi_crm_lead_created = fields.Boolean('New Leads/Opportunities')
|
|
kpi_crm_lead_created_value = fields.Integer(compute='_compute_kpi_crm_lead_created_value')
|
|
kpi_crm_opportunities_won = fields.Boolean('Opportunities Won')
|
|
kpi_crm_opportunities_won_value = fields.Integer(compute='_compute_kpi_crm_opportunities_won_value')
|
|
|
|
def _compute_kpi_crm_lead_created_value(self):
|
|
if not self.env.user.has_group('sales_team.group_sale_salesman'):
|
|
raise AccessError(_("Do not have access, skip this data for user's digest email"))
|
|
for record in self:
|
|
start, end, company = record._get_kpi_compute_parameters()
|
|
record.kpi_crm_lead_created_value = self.env['crm.lead'].search_count([
|
|
('create_date', '>=', start),
|
|
('create_date', '<', end),
|
|
('company_id', '=', company.id)
|
|
])
|
|
|
|
def _compute_kpi_crm_opportunities_won_value(self):
|
|
if not self.env.user.has_group('sales_team.group_sale_salesman'):
|
|
raise AccessError(_("Do not have access, skip this data for user's digest email"))
|
|
for record in self:
|
|
start, end, company = record._get_kpi_compute_parameters()
|
|
record.kpi_crm_opportunities_won_value = self.env['crm.lead'].search_count([
|
|
('type', '=', 'opportunity'),
|
|
('probability', '=', '100'),
|
|
('date_closed', '>=', start),
|
|
('date_closed', '<', end),
|
|
('company_id', '=', company.id)
|
|
])
|
|
|
|
def _compute_kpis_actions(self, company, user):
|
|
res = super(Digest, self)._compute_kpis_actions(company, user)
|
|
res['kpi_crm_lead_created'] = 'crm.crm_lead_action_pipeline&menu_id=%s' % self.env.ref('crm.crm_menu_root').id
|
|
res['kpi_crm_opportunities_won'] = 'crm.crm_lead_action_pipeline&menu_id=%s' % self.env.ref('crm.crm_menu_root').id
|
|
if user.has_group('crm.group_use_lead'):
|
|
res['kpi_crm_lead_created'] = 'crm.crm_lead_all_leads&menu_id=%s' % self.env.ref('crm.crm_menu_root').id
|
|
return res
|