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[IMP] crm: for first won lead, display rainbowman regardless of revenue

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Right now, if the expected revenue is not set on the opportunity, the
rainbowman is not displayed and it does make sense to ask for a revenue
so that we can measure if this is a record or not. However, revnue is not
necessary to congratulate the user for his first win.

With this commit, for the first won lead of a user, we congratulate user
with rainbowman, even if there is no exptected revenue set.

closes odoo/odoo#65378

Task-id: 2410443
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
ijas ahammed
2021-02-09 10:11:26 +00:00
committed by Dharmraj Jhala
parent b03e900a40
commit 0c90469efa
1 changed files with 52 additions and 36 deletions
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addons/crm/models/crm_lead.py
+52 -36
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@@ -12,7 +12,7 @@ from odoo.addons.phone_validation.tools import phone_validation
from odoo.exceptions import UserError, AccessError
from odoo.osv import expression
from odoo.tools.translate import _
from odoo.tools import email_re, email_split
from odoo.tools import date_utils, email_re, email_split
from . import crm_stage
@@ -867,42 +867,58 @@ class Lead(models.Model):
return False
def _get_rainbowman_message(self):
message = False
if self.user_id and self.team_id and self.expected_revenue:
self.flush() # flush fields to make sure DB is up to date
query = """
SELECT
SUM(CASE WHEN user_id = %(user_id)s THEN 1 ELSE 0 END) as total_won,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '30 days' AND user_id = %(user_id)s THEN expected_revenue ELSE 0 END) as max_user_30,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '7 days' AND user_id = %(user_id)s THEN expected_revenue ELSE 0 END) as max_user_7,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '30 days' AND team_id = %(team_id)s THEN expected_revenue ELSE 0 END) as max_team_30,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '7 days' AND team_id = %(team_id)s THEN expected_revenue ELSE 0 END) as max_team_7
FROM crm_lead
WHERE
type = 'opportunity'
AND
active = True
AND
probability = 100
AND
DATE_TRUNC('year', date_closed) = DATE_TRUNC('year', CURRENT_DATE)
AND
(user_id = %(user_id)s OR team_id = %(team_id)s)
"""
self.env.cr.execute(query, {'user_id': self.user_id.id,
'team_id': self.team_id.id})
query_result = self.env.cr.dictfetchone()
if not self.user_id or not self.team_id:
return False
if not self.expected_revenue:
# Show rainbow man for the first won lead of a salesman, even if expected revenue is not set. It is not
# very often that leads without revenues are marked won, so simply get count using ORM instead of query
today = fields.Datetime.today()
user_won_leads_count = self.search_count([
('type', '=', 'opportunity'),
('user_id', '=', self.user_id.id),
('probability', '=', 100),
('date_closed', '>=', date_utils.start_of(today, 'year')),
('date_closed', '<', date_utils.end_of(today, 'year')),
])
if user_won_leads_count == 1:
return _('Go, go, go! Congrats for your first deal.')
return False
if query_result['total_won'] == 1:
message = _('Go, go, go! Congrats for your first deal.')
elif query_result['max_team_30'] == self.expected_revenue:
message = _('Boom! Team record for the past 30 days.')
elif query_result['max_team_7'] == self.expected_revenue:
message = _('Yeah! Deal of the last 7 days for the team.')
elif query_result['max_user_30'] == self.expected_revenue:
message = _('You just beat your personal record for the past 30 days.')
elif query_result['max_user_7'] == self.expected_revenue:
message = _('You just beat your personal record for the past 7 days.')
self.flush() # flush fields to make sure DB is up to date
query = """
SELECT
SUM(CASE WHEN user_id = %(user_id)s THEN 1 ELSE 0 END) as total_won,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '30 days' AND user_id = %(user_id)s THEN expected_revenue ELSE 0 END) as max_user_30,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '7 days' AND user_id = %(user_id)s THEN expected_revenue ELSE 0 END) as max_user_7,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '30 days' AND team_id = %(team_id)s THEN expected_revenue ELSE 0 END) as max_team_30,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '7 days' AND team_id = %(team_id)s THEN expected_revenue ELSE 0 END) as max_team_7
FROM crm_lead
WHERE
type = 'opportunity'
AND
active = True
AND
probability = 100
AND
DATE_TRUNC('year', date_closed) = DATE_TRUNC('year', CURRENT_DATE)
AND
(user_id = %(user_id)s OR team_id = %(team_id)s)
"""
self.env.cr.execute(query, {'user_id': self.user_id.id,
'team_id': self.team_id.id})
query_result = self.env.cr.dictfetchone()
message = False
if query_result['total_won'] == 1:
message = _('Go, go, go! Congrats for your first deal.')
elif query_result['max_team_30'] == self.expected_revenue:
message = _('Boom! Team record for the past 30 days.')
elif query_result['max_team_7'] == self.expected_revenue:
message = _('Yeah! Deal of the last 7 days for the team.')
elif query_result['max_user_30'] == self.expected_revenue:
message = _('You just beat your personal record for the past 30 days.')
elif query_result['max_user_7'] == self.expected_revenue:
message = _('You just beat your personal record for the past 7 days.')
return message
def action_schedule_meeting(self):