Files
odoo_source/addons/crm/models/digest.py
T
Fabio Barbero 1a9b6422ff [IMP] digest: organise digest view
Purpose
=======

Give the user a more organized view of the digest KPIs in the backend and
improve global wording of digest sections and KPIs.

Specifications
==============

Reorganize order of KPIs in digest view. Fix some typos, move buttons in
list and form views.

Task-2582128

closes odoo/odoo#77507

Related: odoo/enterprise#21340
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-11-16 19:20:57 +00:00

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')
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