Noe Antoine
dac9c6101d
Allows more granularity on the activity reports by adding a column to the tree view of crm activity reporting. Those are the tags of the lead of the activity. Remove useless 'api' import. Also, make them available in the search bar and default show in the tree view of activities. Improve the view with an avatar widget on the author and default hide on the description. Task-2991375 closes odoo/odoo#101245 Signed-off-by: David Beguin (dbe) <dbe@odoo.com>
90 lines
3.2 KiB
Python
90 lines
3.2 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 odoo import fields, models, tools
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class ActivityReport(models.Model):
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""" CRM Lead Analysis """
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_name = "crm.activity.report"
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_auto = False
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_description = "CRM Activity Analysis"
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_rec_name = 'id'
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date = fields.Datetime('Completion Date', readonly=True)
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lead_create_date = fields.Datetime('Creation Date', readonly=True)
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date_conversion = fields.Datetime('Conversion Date', readonly=True)
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date_deadline = fields.Date('Expected Closing', readonly=True)
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date_closed = fields.Datetime('Closed Date', readonly=True)
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author_id = fields.Many2one('res.partner', 'Assigned To', readonly=True)
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user_id = fields.Many2one('res.users', 'Salesperson', readonly=True)
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team_id = fields.Many2one('crm.team', 'Sales Team', readonly=True)
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lead_id = fields.Many2one('crm.lead', "Opportunity", readonly=True)
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body = fields.Html('Activity Description', readonly=True)
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subtype_id = fields.Many2one('mail.message.subtype', 'Subtype', readonly=True)
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mail_activity_type_id = fields.Many2one('mail.activity.type', 'Activity Type', readonly=True)
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country_id = fields.Many2one('res.country', 'Country', readonly=True)
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company_id = fields.Many2one('res.company', 'Company', readonly=True)
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stage_id = fields.Many2one('crm.stage', 'Stage', readonly=True)
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partner_id = fields.Many2one('res.partner', 'Customer', readonly=True)
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lead_type = fields.Selection(
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string='Type',
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selection=[('lead', 'Lead'), ('opportunity', 'Opportunity')],
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help="Type is used to separate Leads and Opportunities")
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active = fields.Boolean('Active', readonly=True)
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tag_ids = fields.Many2many(related="lead_id.tag_ids", readonly=True)
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def _select(self):
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return """
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SELECT
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m.id,
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l.create_date AS lead_create_date,
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l.date_conversion,
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l.date_deadline,
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l.date_closed,
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m.subtype_id,
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m.mail_activity_type_id,
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m.author_id,
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m.date,
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m.body,
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l.id as lead_id,
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l.user_id,
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l.team_id,
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l.country_id,
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l.company_id,
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l.stage_id,
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l.partner_id,
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l.type as lead_type,
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l.active
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"""
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def _from(self):
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return """
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FROM mail_message AS m
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"""
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def _join(self):
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return """
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JOIN crm_lead AS l ON m.res_id = l.id
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"""
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def _where(self):
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disccusion_subtype = self.env.ref('mail.mt_comment')
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return """
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WHERE
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m.model = 'crm.lead' AND (m.mail_activity_type_id IS NOT NULL OR m.subtype_id = %s)
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""" % (disccusion_subtype.id,)
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def init(self):
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tools.drop_view_if_exists(self._cr, self._table)
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self._cr.execute("""
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CREATE OR REPLACE VIEW %s AS (
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%s
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%s
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%s
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%s
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)
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""" % (self._table, self._select(), self._from(), self._join(), self._where())
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)
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