Aug 17 : [UPDT] Bug Fixed 'crm_dashboard'

crm_dashboard/models/crm_dashboard.py

@@ -32,23 +32,35 @@ from datetime import datetime
 
 
 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'
 
     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):
+    """ResUser model extends the base res.users model to add a field 'sales'
+    that represents the target for the salesperson."""
     _inherit = 'res.users'
 
-    sales = fields.Float(string="Target")
+    sales = fields.Float(string="Target", help="The target value for the "
+                                               "salesperson.")
 
 
 class SalesOrder(models.Model):
     _inherit = 'sale.order'
 
     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()
         self.opportunity_id.stage_id = self.team_id.crm_lead_state_id
         return res
@@ -57,13 +69,14 @@ class SalesOrder(models.Model):
 class CRMLead(models.Model):
     _inherit = 'crm.lead'
 
-    crm_manager_id = fields.Many2one("res.users", string="CRM Manager",
-                                     store=True)
     monthly_goal = fields.Float(string="Monthly Goal")
     achievement_amount = fields.Float(string="Monthly Achievement")
 
     @api.model
     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,
                           self.env.user.company_id.currency_id.position]
         return currency_array

crm_dashboard/views/dashboard_view.xml

@@ -1,17 +1,5 @@
 <odoo>
-    <data>
+     <!-- Customizing CRM Team Form View -->
-        <record id="crm_manager_view" model="ir.ui.view">
-            <field name="name">crm.manager.select</field>
-            <field name="model">crm.lead</field>
-            <field name="inherit_id" ref="crm.crm_lead_view_form"/>
-            <field name="arch" type="xml">
-                <xpath expr="//field[@name='company_id']"
-                       position="after">
-                    <field name="crm_manager_id"/>
-                </xpath>
-            </field>
-        </record>
-
     <record model="ir.ui.view" id="sales_team_inherit">
         <field name="name">sales.team.inherit.view</field>
         <field name="model">crm.team</field>
@@ -22,7 +10,7 @@
             </field>
         </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>
@@ -37,12 +25,12 @@
             </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>
@@ -57,9 +45,9 @@
             </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"/>
 
-    </data>
 </odoo>