From 3751379f1e9a4c215fb6eb898b4ccc67659b9ace Mon Sep 17 00:00:00 2001
From: stephanchrst <stephanchrst@gmail.com>
Date: Tue, 10 May 2022 21:51:50 +0700
Subject: initial commit 2

---
 addons/crm/report/__init__.py                      |   4 +
 addons/crm/report/crm_activity_report.py           |  88 ++++++++++++
 addons/crm/report/crm_activity_report_views.xml    | 125 +++++++++++++++++
 addons/crm/report/crm_opportunity_report_views.xml | 149 +++++++++++++++++++++
 4 files changed, 366 insertions(+)
 create mode 100644 addons/crm/report/__init__.py
 create mode 100644 addons/crm/report/crm_activity_report.py
 create mode 100644 addons/crm/report/crm_activity_report_views.xml
 create mode 100644 addons/crm/report/crm_opportunity_report_views.xml

(limited to 'addons/crm/report')

diff --git a/addons/crm/report/__init__.py b/addons/crm/report/__init__.py
new file mode 100644
index 00000000..4b9eb202
--- /dev/null
+++ b/addons/crm/report/__init__.py
@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import crm_activity_report
diff --git a/addons/crm/report/crm_activity_report.py b/addons/crm/report/crm_activity_report.py
new file mode 100644
index 00000000..f9ce5907
--- /dev/null
+++ b/addons/crm/report/crm_activity_report.py
@@ -0,0 +1,88 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models, tools, api
+
+
+class ActivityReport(models.Model):
+    """ CRM Lead Analysis """
+
+    _name = "crm.activity.report"
+    _auto = False
+    _description = "CRM Activity Analysis"
+    _rec_name = 'id'
+
+    date = fields.Datetime('Completion Date', readonly=True)
+    lead_create_date = fields.Datetime('Creation Date', readonly=True)
+    date_conversion = fields.Datetime('Conversion Date', readonly=True)
+    date_deadline = fields.Date('Expected Closing', readonly=True)
+    date_closed = fields.Datetime('Closed Date', readonly=True)
+    author_id = fields.Many2one('res.partner', 'Assigned To', readonly=True)
+    user_id = fields.Many2one('res.users', 'Salesperson', readonly=True)
+    team_id = fields.Many2one('crm.team', 'Sales Team', readonly=True)
+    lead_id = fields.Many2one('crm.lead', "Opportunity", readonly=True)
+    body = fields.Html('Activity Description', readonly=True)
+    subtype_id = fields.Many2one('mail.message.subtype', 'Subtype', readonly=True)
+    mail_activity_type_id = fields.Many2one('mail.activity.type', 'Activity Type', readonly=True)
+    country_id = fields.Many2one('res.country', 'Country', readonly=True)
+    company_id = fields.Many2one('res.company', 'Company', readonly=True)
+    stage_id = fields.Many2one('crm.stage', 'Stage', readonly=True)
+    partner_id = fields.Many2one('res.partner', 'Customer', readonly=True)
+    lead_type = fields.Selection(
+        string='Type',
+        selection=[('lead', 'Lead'), ('opportunity', 'Opportunity')],
+        help="Type is used to separate Leads and Opportunities")
+    active = fields.Boolean('Active', readonly=True)
+
+    def _select(self):
+        return """
+            SELECT
+                m.id,
+                l.create_date AS lead_create_date,
+                l.date_conversion,
+                l.date_deadline,
+                l.date_closed,
+                m.subtype_id,
+                m.mail_activity_type_id,
+                m.author_id,
+                m.date,
+                m.body,
+                l.id as lead_id,
+                l.user_id,
+                l.team_id,
+                l.country_id,
+                l.company_id,
+                l.stage_id,
+                l.partner_id,
+                l.type as lead_type,
+                l.active
+        """
+
+    def _from(self):
+        return """
+            FROM mail_message AS m
+        """
+
+    def _join(self):
+        return """
+            JOIN crm_lead AS l ON m.res_id = l.id
+        """
+
+    def _where(self):
+        disccusion_subtype = self.env.ref('mail.mt_comment')
+        return """
+            WHERE
+                m.model = 'crm.lead' AND (m.mail_activity_type_id IS NOT NULL OR m.subtype_id = %s)
+        """ % (disccusion_subtype.id,)
+
+    def init(self):
+        tools.drop_view_if_exists(self._cr, self._table)
+        self._cr.execute("""
+            CREATE OR REPLACE VIEW %s AS (
+                %s
+                %s
+                %s
+                %s
+            )
+        """ % (self._table, self._select(), self._from(), self._join(), self._where())
+        )
diff --git a/addons/crm/report/crm_activity_report_views.xml b/addons/crm/report/crm_activity_report_views.xml
new file mode 100644
index 00000000..987b865f
--- /dev/null
+++ b/addons/crm/report/crm_activity_report_views.xml
@@ -0,0 +1,125 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+        <record id="crm_activity_report_view_graph" model="ir.ui.view">
+            <field name="name">crm.activity.report.graph</field>
+            <field name="model">crm.activity.report</field>
+            <field name="arch" type="xml">
+                <graph string="Activities Analysis" stacked="True" sample="1" disable_linking="1">
+                    <field name="mail_activity_type_id" type="col"/>
+                    <field name="date" interval="month" type="row"/>
+                </graph>
+            </field>
+        </record>
+
+        <record id="crm_activity_report_view_pivot" model="ir.ui.view">
+            <field name="name">crm.activity.report.pivot</field>
+            <field name="model">crm.activity.report</field>
+            <field name="arch" type="xml">
+                <pivot string="Activities Analysis" disable_linking="True" sample="1">
+                    <field name="mail_activity_type_id" type="col"/>
+                    <field name="date" interval="month" type="row"/>
+                </pivot>
+            </field>
+        </record>
+
+        <record id="crm_activity_report_view_tree" model="ir.ui.view">
+            <field name="name">crm.activity.report.tree</field>
+            <field name="model">crm.activity.report</field>
+            <field name="arch" type="xml">
+                <tree default_order="date desc">
+                    <field name="date"/>
+                    <field name="author_id"/>
+                    <field name="mail_activity_type_id"/>
+                    <field name="body"/>
+                    <field name="company_id" groups="base.group_multi_company"/>
+                </tree>
+            </field>
+        </record>
+
+        <record id="crm_activity_report_view_search" model="ir.ui.view">
+            <field name="name">crm.activity.report.search</field>
+            <field name="model">crm.activity.report</field>
+            <field name="arch" type="xml">
+                <search string="Activities Analysis">
+                    <field name="mail_activity_type_id" string="Activity Type"/>
+                    <field name="lead_id" string="Opportunity"/>
+                    <field name="user_id" string="Salesperson"/>
+                    <field name="team_id" context="{'invisible_team': False}"/>
+                    <field name="author_id" string="Assigned To"/>
+                    <separator groups="crm.group_use_lead"/>
+                    <filter string="Leads" name="lead" domain="[('lead_type', '=', 'lead')]" help="Show only lead" groups="crm.group_use_lead"/>
+                    <filter string="Opportunities" name="opportunity" domain="[('lead_type', '=', 'opportunity')]" help="Show only opportunity" groups="crm.group_use_lead"/>
+                    <separator/>
+                    <filter string="Won" name="won" domain="[('stage_id.is_won', '=', True)]"/>
+                    <separator/>
+                    <filter string="Trailing 12 months" name="completion_date" domain="[
+                        ('date', '>=', (datetime.datetime.combine(context_today() + relativedelta(days=-365), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S')),
+                        ('date', '>=', (datetime.datetime.combine(context_today(), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S'))]"/>
+                    <separator/>
+                    <filter name="filter_date" date="date"/>
+                    <separator/>
+                    <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
+                    <group expand="1" string="Group By">
+                        <filter string="Activity" name="group_by_activity_type" context="{'group_by': 'mail_activity_type_id'}"/>
+                        <filter string="Type" name="group_by_subtype" context="{'group_by': 'subtype_id'}"/>
+                        <filter string="Assigned To" name="group_by_author_id" context="{'group_by': 'author_id'}"/>
+                        <filter string="Completion Date" name="group_by_completion_date" context="{'group_by': 'date:month'}"/>
+                        <separator/>
+                        <filter string="Salesperson" name="group_by_user_id" context="{'group_by': 'user_id'}"/>
+                        <filter string="Sales Team" name="saleschannel" context="{'group_by': 'team_id'}"/>
+                        <filter string="Stage" name="stage" context="{'group_by': 'stage_id'}"/>
+                        <filter string="Company" name="company" context="{'group_by': 'company_id'}" groups="base.group_multi_company"/>
+                        <filter string="Creation Date" name="group_by_lead_date_creation" context="{'group_by': 'lead_create_date'}"/>
+                        <filter string="Expected Closing" name="group_by_date_deadline" context="{'group_by': 'date_deadline'}"/>
+                        <filter string="Closed Date" name="group_by_date_closed" context="{'group_by': 'date_closed'}"/>
+                    </group>
+                </search>
+            </field>
+        </record>
+
+       <record id="crm_activity_report_action" model="ir.actions.act_window">
+           <field name="name">Pipeline Activities</field>
+           <field name="res_model">crm.activity.report</field>
+           <field name="view_mode">graph,pivot,tree</field>
+           <field name="context">{
+                'search_default_completion_date': 1,
+                'pivot_column_groupby': ['subtype_id', 'mail_activity_type_id'],
+                'pivot_row_groupby': ['date:month'],
+                'graph_mode': 'bar',
+                'graph_groupbys': ['date:month', 'subtype_id'],
+            }</field>
+            <field name="domain">[]</field>
+            <field name="help" type="html">
+                <p class="o_view_nocontent_smiling_face">
+                    No data yet!
+                </p><p>
+                    Start scheduling activities on your opportunities
+                </p>
+            </field>
+       </record>
+
+       <menuitem
+            id="crm_activity_report_menu"
+            name="Activities"
+            groups="sales_team.group_sale_manager"
+            parent="crm_menu_report"
+            action="crm_activity_report_action"
+            sequence="3"/>
+
+        <record id="crm_activity_report_action_team" model="ir.actions.act_window">
+            <field name="name">Pipeline Activities</field>
+            <field name="res_model">crm.activity.report</field>
+            <field name="view_mode">graph,pivot,tree</field>
+            <field name="context">{'search_default_team_id': active_id}</field>
+            <field name="domain">[]</field>
+            <field name="help" type="html">
+                <p class="o_view_nocontent_smiling_face">
+                    No data yet!
+                </p><p>
+                    Start scheduling activities on your opportunities
+                </p>
+            </field>
+        </record>
+
+</odoo>
diff --git a/addons/crm/report/crm_opportunity_report_views.xml b/addons/crm/report/crm_opportunity_report_views.xml
new file mode 100644
index 00000000..85a4012e
--- /dev/null
+++ b/addons/crm/report/crm_opportunity_report_views.xml
@@ -0,0 +1,149 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+        <!-- Opportunities by user and team pivot View -->
+        <record id="crm_opportunity_report_view_pivot" model="ir.ui.view">
+            <field name="name">crm.opportunity.report.pivot</field>
+            <field name="model">crm.lead</field>
+            <field name="priority">60</field>
+            <field name="arch" type="xml">
+                <pivot string="Pipeline Analysis" sample="1">
+                    <field name="create_date" interval="month" type="col"/>
+                    <field name="stage_id" type="row"/>
+                    <field name="prorated_revenue" type="measure"/>
+                </pivot>
+            </field>
+        </record>
+
+        <record id="crm_opportunity_report_view_pivot_lead" model="ir.ui.view">
+            <field name="name">crm.opportunity.report.view.pivot.lead</field>
+            <field name="model">crm.lead</field>
+            <field name="priority">60</field>
+            <field name="arch" type="xml">
+                <pivot string="Leads Analysis" sample="1">
+                    <field name="create_date" interval="month" type="row"/>
+                    <field name="team_id" type="col"/>
+                </pivot>
+            </field>
+        </record>
+
+        <!-- Opportunities by user and team Graph View -->
+        <record id="crm_opportunity_report_view_graph" model="ir.ui.view">
+            <field name="name">crm.opportunity.report.graph</field>
+            <field name="model">crm.lead</field>
+            <field name="arch" type="xml">
+                <graph string="Pipeline Analysis" stacked="True" sample="1">
+                    <field name="stage_id" type="row"/>
+                    <field name="date_deadline" type="row" interval="month"/>
+                    <field name="prorated_revenue" type="measure"/>
+                    <field name="color" invisible="1"/>
+                </graph>
+            </field>
+        </record>
+
+        <record id="crm_opportunity_report_view_graph_lead" model="ir.ui.view">
+            <field name="name">crm.opportunity.report.graph.lead</field>
+            <field name="model">crm.lead</field>
+            <field name="priority">20</field>
+            <field name="arch" type="xml">
+                <graph string="Leads Analysis" stacked="True" sample="1">
+                    <field name="create_date" interval="month" type="col"/>
+                    <field name="team_id" type="col"/>
+                    <field name="color" invisible="1"/>
+                </graph>
+            </field>
+        </record>
+
+        <!-- Opportunities by user and team Search View -->
+        <record id="crm_opportunity_report_view_search" model="ir.ui.view">
+            <field name="name">crm.lead.search</field>
+            <field name="model">crm.lead</field>
+            <field name="priority">32</field>
+            <field name="arch" type="xml">
+                <search string="Opportunities Analysis">
+                    <filter string="My Opportunities" name="my"
+                            domain="[('user_id', '=', uid)]"/>
+                    <separator/>
+                    <filter name="lead" string="Lead" domain="[('type','=', 'lead')]" help="Show only lead"/>
+                    <filter name="opportunity" string="Opportunity" domain="[('type','=','opportunity')]" help="Show only opportunity"/>
+                    <separator/>
+                    <filter string="Won" name="won"
+                            domain="[('probability', '=', 100)]"/>
+                    <filter string="Lost" name="lost"
+                            domain="[('probability', '=', 0), ('active', '=', False)]"/>
+                    <field name="team_id" context="{'invisible_team': False}"/>
+                    <field name="user_id" string="Salesperson"/>
+                    <separator/>
+                    <filter string="Creation Date" name="filter_create_date" date="create_date" default_period="this_year"/>
+                    <filter string="Expected Closing" name="filter_date_deadline" date="date_deadline"/>
+                    <filter string="Date Closed" name="date_closed_filter" date="date_closed"/>
+                    <group expand="0" string="Extended Filters">
+                        <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
+                        <field name="stage_id" domain="['|', ('team_id', '=', False), ('team_id', '=', 'team_id')]"/>
+                        <field name="campaign_id"/>
+                        <field name="medium_id"/>
+                        <field name="source_id"/>
+                        <field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
+                        <newline/>
+                        <field name="create_date"/>
+                        <field name="date_open"/>
+                        <field name="date_closed"/>
+                    </group>
+                    <group expand="1" string="Group By">
+                        <filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}" />
+                        <filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/>
+                        <filter string="City" name="city" context="{'group_by':'city'}" />
+                        <filter string="Country" name="country" context="{'group_by':'country_id'}" />
+                        <filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
+                        <filter string="Stage" name="stage" context="{'group_by':'stage_id'}"/>
+                        <separator orientation="vertical" />
+                        <filter string="Creation Date" context="{'group_by':'create_date:month'}" name="month"/>
+                        <filter string="Conversion Date" context="{'group_by':'date_conversion:month'}" name="conversion_date" help="Conversion Date from Lead to Opportunity"/>
+                        <filter string="Expected Closing" context="{'group_by':'date_deadline:month'}" name="date_deadline"/>
+                        <filter string="Closed Date" context="{'group_by':'date_closed'}" name="date_closed_groupby"/>
+                        <filter string="Lost Reason" name="lostreason" context="{'group_by':'lost_reason'}"/>
+                    </group>
+                </search>
+            </field>
+        </record>
+
+        <record id="crm_opportunity_report_action" model="ir.actions.act_window">
+            <field name="name">Pipeline Analysis</field>
+            <field name="res_model">crm.lead</field>
+            <field name="view_mode">pivot,graph,tree,form</field>
+            <field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
+            <field name="context">{'search_default_opportunity': True, 'search_default_current': True}</field>
+            <field name="view_ids"
+                   eval="[(5, 0, 0),
+                          (0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph')}),
+                          (0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot')}),
+                          (0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_oppor')})]"/>
+             <field name="help">Pipeline Analysis gives you an instant access to
+                your opportunities with information such as the expected revenue, planned cost,
+                missed deadlines or the number of interactions per opportunity. This report is
+                mainly used by the sales manager in order to do the periodic review with the
+                teams of the sales pipeline.</field>
+        </record>
+
+        <record id="crm_opportunity_report_menu" model="ir.ui.menu">
+            <field name="action" ref="crm.crm_opportunity_report_action"/>
+        </record>
+
+        <record id="crm_opportunity_report_action_lead" model="ir.actions.act_window">
+            <field name="name">Leads Analysis</field>
+            <field name="res_model">crm.lead</field>
+            <field name="view_mode">pivot,graph,tree,form</field>
+            <field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
+            <field name="context">{'search_default_current': True, 'search_default_archived': True}</field>
+            <field name="view_ids"
+                   eval="[(5, 0, 0),
+                          (0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph_lead')}),
+                          (0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot_lead')})]"/>
+            <field name="help">This report analyses the source of your leads.</field>
+        </record>
+
+        <record id="crm_opportunity_report_menu_lead" model="ir.ui.menu">
+            <field name="action" ref="crm.crm_opportunity_report_action_lead"/>
+        </record>
+
+</odoo>
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