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Aug 17 : [UPDT] Bug Fixed 'crm_dashboard'

pull/277/head
AjmalCybro 2 years ago
parent
d57896b219
commit
76aebe90d9
2 changed files with 67 additions and 66 deletions
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  1. 23
      crm_dashboard/models/crm_dashboard.py
  2. 110
      crm_dashboard/views/dashboard_view.xml

23
crm_dashboard/models/crm_dashboard.py
View File

@ -32,23 +32,35 @@ from datetime import datetime
class CRMSalesTeam(models.Model): class CRMSalesTeam(models.Model):
"""CRMSalesTeam model extends the base crm.team model to add a field,
crm_lead_state_id, which represents the default CRM Lead stage for
leads associated with this sales team.
"""
_inherit = 'crm.team' _inherit = 'crm.team'
crm_lead_state_id = fields.Many2one("crm.stage", string="CRM Lead", crm_lead_state_id = fields.Many2one("crm.stage", string="CRM Lead",
store=True) store=True,
help="CRM Lead stage for leads "
"associated with this sales team.")
class ResUser(models.Model): class ResUser(models.Model):
"""ResUser model extends the base res.users model to add a field 'sales'
that represents the target for the salesperson."""
_inherit = 'res.users' _inherit = 'res.users'
sales = fields.Float(string="Target") sales = fields.Float(string="Target", help="The target value for the "
"salesperson.")
class SalesOrder(models.Model): class SalesOrder(models.Model):
_inherit = 'sale.order' _inherit = 'sale.order'
def action_confirm(self): def action_confirm(self):
"""Supering the Confirm Button for Changing CRM Stage""" """Override the action_confirm method to change CRM Stage.
Returns:
dict: A dictionary containing the result of the original
action_confirm method."""
res = super(SalesOrder, self).action_confirm() res = super(SalesOrder, self).action_confirm()
self.opportunity_id.stage_id = self.team_id.crm_lead_state_id self.opportunity_id.stage_id = self.team_id.crm_lead_state_id
return res return res
@ -57,13 +69,14 @@ class SalesOrder(models.Model):
class CRMLead(models.Model): class CRMLead(models.Model):
_inherit = 'crm.lead' _inherit = 'crm.lead'
crm_manager_id = fields.Many2one("res.users", string="CRM Manager",
store=True)
monthly_goal = fields.Float(string="Monthly Goal") monthly_goal = fields.Float(string="Monthly Goal")
achievement_amount = fields.Float(string="Monthly Achievement") achievement_amount = fields.Float(string="Monthly Achievement")
@api.model @api.model
def _get_currency(self): def _get_currency(self):
"""Get the currency symbol and position for the current user's company.
Returns:
list: A list containing the currency symbol and its position."""
currency_array = [self.env.user.company_id.currency_id.symbol, currency_array = [self.env.user.company_id.currency_id.symbol,
self.env.user.company_id.currency_id.position] self.env.user.company_id.currency_id.position]
return currency_array return currency_array

110
crm_dashboard/views/dashboard_view.xml
View File

@ -1,65 +1,53 @@
<odoo> <odoo>
<data> <!-- Customizing CRM Team Form View -->
<record id="crm_manager_view" model="ir.ui.view"> <record model="ir.ui.view" id="sales_team_inherit">
<field name="name">crm.manager.select</field> <field name="name">sales.team.inherit.view</field>
<field name="model">crm.lead</field> <field name="model">crm.team</field>
<field name="inherit_id" ref="crm.crm_lead_view_form"/> <field name="inherit_id" ref="sales_team.crm_team_view_form"/>
<field name="arch" type="xml"> <field name="arch" type="xml">
<xpath expr="//field[@name='company_id']" <field name="alias_contact" position="after">
position="after"> <field name="crm_lead_state_id"/>
<field name="crm_manager_id"/>
</xpath>
</field> </field>
</record> </field>
</record>
<!-- Customizing User Form View -->
<record id="view_users_form_inherit" model="ir.ui.view">
<field name="name">res.users.form.inherit</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_form"/>
<field name="arch" type="xml">
<xpath expr="//page[@name='access_rights']//group"
position="after">
<group string="CRM dashboard">
<field name="sales" widget="monetary"
options="{'no_create': True}"/>
</group>
</xpath>
</field>
</record>
<!-- Defining CRM Dashboard Action -->
<record id="action_crm_lead_all_dashboard" model="ir.actions.client">
<field name="name">CRM</field>
<field name="tag">crm_dashboard</field>
</record>
<!-- Customizing UTM Campaign Form View -->
<record id="campaign_smart_button" model="ir.ui.view">
<field name="name">Campaign Win Lose Smart Button</field>
<field name="model">utm.campaign</field>
<field name="inherit_id" ref="utm.utm_campaign_view_form"/>
<field name="arch" type="xml">
<div name="button_box" position="inside">
<button class="oe_stat_button" type="object"
name="get_ratio" icon="fa-percent">
<field string="Ratio" name="total_ratio"
widget="statinfo"/>
</button>
</div>
</field>
</record>
<!-- Adding CRM Dashboard to the CRM Menu -->
<menuitem name="Dashboard" id="menu_crm_dashboard_new"
parent="crm.crm_menu_root"
sequence="0" action="action_crm_lead_all_dashboard"/>
<record model="ir.ui.view" id="sales_team_inherit">
<field name="name">sales.team.inherit.view</field>
<field name="model">crm.team</field>
<field name="inherit_id" ref="sales_team.crm_team_view_form"/>
<field name="arch" type="xml">
<field name="alias_contact" position="after">
<field name="crm_lead_state_id"/>
</field>
</field>
</record>
<record id="view_users_form_inherit" model="ir.ui.view">
<field name="name">res.users.form.inherit</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_form"/>
<field name="arch" type="xml">
<xpath expr="//page[@name='access_rights']//group"
position="after">
<group string="CRM dashboard">
<field name="sales" widget="monetary"
options="{'no_create': True}"/>
</group>
</xpath>
</field>
</record>
<record id="action_crm_lead_all_dashboard" model="ir.actions.client">
<field name="name">CRM</field>
<field name="tag">crm_dashboard</field>
</record>
<record id="campaign_smart_button" model="ir.ui.view">
<field name="name">Campaign Win Lose Smart Button</field>
<field name="model">utm.campaign</field>
<field name="inherit_id" ref="utm.utm_campaign_view_form"/>
<field name="arch" type="xml">
<div name="button_box" position="inside">
<button class="oe_stat_button" type="object"
name="get_ratio" icon="fa-percent">
<field string="Ratio" name="total_ratio"
widget="statinfo"/>
</button>
</div>
</field>
</record>
<menuitem name="Dashboard" id="menu_crm_dashboard_new"
parent="crm.crm_menu_root"
sequence="0" action="action_crm_lead_all_dashboard"/>
</data>
</odoo> </odoo>
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