[IMP] crm: added reason for loosing opportunities

diff --git a/addons/crm/crm_data.xml b/addons/crm/crm_data.xml
index 3250625..98abcbf 100644 (file)
--- a/addons/crm/crm_data.xml
+++ b/addons/crm/crm_data.xml
@@ -76,6 +76,16 @@
 <p>To manage quotations and sale orders, install the "Sales Management" application.</p>]]></field>
         </record>
 
+        <!-- opportunities' lost causes -->
+        <record model="crm.lost.reason" id="lost_reason_1">
+            <field name="name">Too expensive</field>
+        </record>
+        <record model="crm.lost.reason" id="lost_reason_2">
+            <field name="name">We don't have people/skills</field>
+        </record>
+        <record model="crm.lost.reason" id="lost_reason_3">
+            <field name="name">Not enough stock</field>
+        </record>
     </data>
 
 </openerp>

diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py
index 7f927e0..2c06865 100644 (file)
--- a/addons/crm/crm_lead.py
+++ b/addons/crm/crm_lead.py
@@ -272,6 +272,7 @@ class crm_lead(format_address, osv.osv):
         'company_id': fields.many2one('res.company', 'Company', select=1),
         'planned_cost': fields.float('Planned Costs'),
         'meeting_count': fields.function(_meeting_count, string='# Meetings', type='integer'),
+        'lost_reason': fields.many2one('crm.lost.reason', 'Lost Reason', select=True, track_visibility='onchange')
     }
 
     _defaults = {
@@ -1085,6 +1086,7 @@ class crm_lead(format_address, osv.osv):
                     break
         return res
 
+
 class crm_lead_tag(osv.Model):
     _name = "crm.lead.tag"
     _description = "Category of lead"
@@ -1093,4 +1095,11 @@ class crm_lead_tag(osv.Model):
         'team_id': fields.many2one('crm.team', 'Sales Team'),
     }
 
-# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
+
+class crm_lost_reason(osv.Model):
+    _name = "crm.lost.reason"
+    _description = 'Reason for loosing leads'
+
+    _columns = {
+        'name': fields.char('Name', required=True),
+    }

diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml
index e50e35e..c807230 100644 (file)
--- a/addons/crm/crm_lead_view.xml
+++ b/addons/crm/crm_lead_view.xml
@@ -450,6 +450,7 @@
                             </group>
                             <group>
                                 <field name="tag_ids" widget="many2many_tags"/>
+                                <field name="lost_reason"/>
                             </group>
                         </group>
 
@@ -558,6 +559,7 @@
                     <field name="partner_id" operator="child_of"/>
                     <field name="stage_id" domain="[]"/>
                     <field name="probability"/>
+                    <field name="lost_reason"/>
                     <separator/>
                     <filter string="New" name="new"
                             domain="[('probability', '=', 0), ('stage_id.sequence', '&lt;=', 1)]"/>
@@ -585,6 +587,7 @@
                         <separator orientation="vertical" />
                         <filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
                         <filter string="Expected Closing" context="{'group_by':'date_deadline'}"/>
+                        <filter string="Lost Reason" context="{'group_by':'lost_reason'}"/>
                     </group>
                 </search>
             </field>

diff --git a/addons/crm/crm_view.xml b/addons/crm/crm_view.xml
index af8cb59..fa8918f 100644 (file)
--- a/addons/crm/crm_view.xml
+++ b/addons/crm/crm_view.xml
@@ -107,8 +107,38 @@
 
         <menuitem action="crm_tracking_source_action" id="menu_crm_tracking_source" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
 
-        <!-- CRM STAGE VIEWS -->
+        <!-- CRM.LOST.REASON VIEWS -->
+        <record id="crm_lost_reason_view_form" model="ir.ui.view">
+            <field name="name">crm.lost.reason.form</field>
+            <field name="model">crm.lost.reason</field>
+            <field name="arch" type="xml">
+                <form string="Channel">
+                    <group>
+                        <field name="name"/>
+                    </group>
+                </form>
+            </field>
+        </record>
+        <record id="crm_lost_reason_action" model="ir.actions.act_window">
+            <field name="name">Lost Reasons</field>
+            <field name="res_model">crm.lost.reason</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+            <field name="help" type="html">
+              <p class="oe_view_nocontent_create">
+                Click to define a new lost reason.
+              </p><p>
+                Use lost reasons to explain why an opportunity is lost.
+              </p><p>
+                Some examples of lost reasons: "We don't have people/skill", "Price too high"
+              </p>
+            </field>
+        </record>
 
+        <menuitem action="crm_lost_reason_action" id="menu_crm_lost_reason" parent="base.menu_crm_config_lead" sequence="6" groups="base.group_no_one"/>
+
+        
+        <!-- CRM STAGE VIEWS -->
         <record model="ir.ui.view" id="crm_stage_tree">
             <field name="name">crm.stage.tree</field>
             <field name="model">crm.stage</field>

diff --git a/addons/crm/report/crm_opportunity_report.py b/addons/crm/report/crm_opportunity_report.py
index 7230f94..318e2e5 100644 (file)
--- a/addons/crm/report/crm_opportunity_report.py
+++ b/addons/crm/report/crm_opportunity_report.py
@@ -60,6 +60,7 @@ class crm_opportunity_report(osv.Model):
             ('lead','Lead'),
             ('opportunity','Opportunity'),
         ],'Type', help="Type is used to separate Leads and Opportunities"),
+        'lost_reason': fields.many2one('crm.lost.reason', 'Lost Reason', readonly=True),
     }
 
     def init(self, cr):
@@ -93,7 +94,8 @@ class crm_opportunity_report(osv.Model):
                     c.create_date as create_date,
                     extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as  delay_close,
                     abs(extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24)) as  delay_expected,
-                    extract('epoch' from (c.date_open-c.create_date))/(3600*24) as  delay_open
+                    extract('epoch' from (c.date_open-c.create_date))/(3600*24) as  delay_open,
+                    c.lost_reason
                 FROM
                     crm_lead c
                 WHERE c.active = 'true'

diff --git a/addons/crm/report/crm_opportunity_report_view.xml b/addons/crm/report/crm_opportunity_report_view.xml
index d99eca3..14ce6c1 100644 (file)
--- a/addons/crm/report/crm_opportunity_report_view.xml
+++ b/addons/crm/report/crm_opportunity_report_view.xml
@@ -97,6 +97,7 @@
                         <separator orientation="vertical" />
                         <filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
                         <filter string="Expiration Closing" context="{'group_by':'date_deadline:month'}" name="month" help="Expiration Closing Month"/>
+                        <filter string="Lost Reason" context="{'group_by':'lost_reason'}"/>
                     </group>
                 </search>
             </field>

diff --git a/addons/crm/security/ir.model.access.csv b/addons/crm/security/ir.model.access.csv
index 7805097..fff272c 100644 (file)
--- a/addons/crm/security/ir.model.access.csv
+++ b/addons/crm/security/ir.model.access.csv
@@ -28,4 +28,7 @@ access_crm_lead_tag_salesman,crm_lead_tag salesman,model_crm_lead_tag,base.group
 access_crm_lead_tag_manager,crm_lead_tag manager,model_crm_lead_tag,base.group_sale_manager,1,1,1,1\r
 access_crm_phonecall_category,crm_phonecall_category,model_crm_phonecall_category,base.group_user,1,0,0,0\r
 access_crm_phonecall_category_salesman,crm_phonecall_category salesman,model_crm_phonecall_category,base.group_sale_salesman,1,1,1,0\r
-access_crm_phonecall_category_manager,crm_phonecall_category manager,model_crm_phonecall_category,base.group_sale_manager,1,1,1,1
\ No newline at end of file
+access_crm_phonecall_category_manager,crm_phonecall_category manager,model_crm_phonecall_category,base.group_sale_manager,1,1,1,1\r
+access_crm_lost_reason,crm.lost.reason,model_crm_lost_reason,base.group_sale_manager,1,1,1,1\r
+access_crm_lost_reason,crm.lost.reason,model_crm_lost_reason,base.group_sale_salesman,1,1,1,0\r
+access_crm_lost_reason,crm.lost.reason,model_crm_lost_reason,base.group_user,1,0,0,0
\ No newline at end of file