[IMP] crm,sale,*: Improve UX

This commit improves the ux in CRM by changing a few things:
  - Restore the use_leads and use_quotations fields
    along with their features as they were in 12.0.
  - Hide the email alias if use_upportunities and use_leads
    are unchecked.
  - Show a link to the general settings instead of the alias_domain
    if no alias_domain has been configured.
  - fixes the "unassigned lead(s)" link so that
    it redirects the user to the actually unassigned leads

Task: #1962182
PR: #32372

addons/crm/data/crm_demo.xml

@@ -10,5 +10,9 @@
             <field name="alias_user_id" ref="base.user_admin"/>
             <field name="company_id" eval="False"/>
         </record>
+
+        <record id="sales_team.crm_team_1" model="crm.team">
+            <field name="use_leads">True</field>
+        </record>
     </data>
 </odoo>

addons/crm/models/crm_team.py

@@ -12,8 +12,10 @@ class Team(models.Model):
     _name = 'crm.team'
     _inherit = ['mail.alias.mixin', 'crm.team']
     _description = 'Sales Team'
-    use_opportunities = fields.Boolean('Manage a pipeline', default=True, help="Check this box to manage a presales process with opportunities.")
-    alias_id = fields.Many2one('mail.alias', string='Alias', ondelete="restrict", required=True, help="The email address associated with this channel. New emails received will automatically create new leads assigned to the channel.")    
+
+    use_leads = fields.Boolean('Leads', help="Check this box to filter and qualify incoming requests as leads before converting them into opportunities and assigning them to a salesperson.")
+    use_opportunities = fields.Boolean('Pipeline', default=True, help="Check this box to manage a presales process with opportunities.")
+    alias_id = fields.Many2one('mail.alias', string='Alias', ondelete="restrict", required=True, help="The email address associated with this channel. New emails received will automatically create new leads assigned to the channel.")
 
     unassigned_leads_count = fields.Integer(
         compute='_compute_unassigned_leads_count',
@@ -76,10 +78,10 @@ class Team(models.Model):
         for team in self:
             team.overdue_opportunities_count = counts.get(team.id, 0)
             team.overdue_opportunities_amount = amounts.get(team.id, 0)
-    
-    @api.onchange('use_opportunities')
-    def _onchange_opportunities(self):
-        if not self.use_opportunities:
+
+    @api.onchange('use_leads', 'use_opportunities')
+    def _onchange_use_leads_opportunities(self):
+        if not self.use_leads and not self.use_opportunities:
             self.alias_name = False
 
     def get_alias_model_name(self, vals):
@@ -89,13 +91,13 @@ class Team(models.Model):
         has_group_use_lead = self.env.user.has_group('crm.group_use_lead')
         values = super(Team, self).get_alias_values()
         values['alias_defaults'] = defaults = safe_eval(self.alias_defaults or "{}")
-        defaults['type'] = 'lead' if has_group_use_lead  else 'opportunity'
+        defaults['type'] = 'lead' if has_group_use_lead and self.use_leads else 'opportunity'
         defaults['team_id'] = self.id
-        return values   
+        return values
 
     def write(self, vals):
         result = super(Team, self).write(vals)
-        if 'alias_defaults' in vals:
+        if 'use_leads' in vals or 'alias_defaults' in vals:
             for team in self:
                 team.alias_id.write(team.get_alias_values())
         return result
@@ -130,7 +132,7 @@ class Team(models.Model):
         if self.use_opportunities:
             return self.env.ref('crm.crm_case_form_view_salesteams_opportunity').read()[0]
         return super(Team,self).action_primary_channel_button()
-    
+
     def _graph_get_model(self):
         if self.use_opportunities:
             return 'crm.lead'

addons/crm/views/crm_lead_views.xml

@@ -134,7 +134,7 @@
                         <group>
                             <field name="user_id" domain="[('share', '=', False)]"
                                 context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads'], 'team_id': team_id}"/>
-                            <field name="team_id" widget="selection"/>
+                            <field name="team_id" widget="selection" domain="[('use_leads','=',True)]"/>
                             <field name="type" invisible="1"/>
                         </group>
                         <group>
@@ -456,6 +456,8 @@
                             name="assigned_to_me"
                             domain="[('user_id', '=', uid)]"
                             help="Leads that are assigned to me"/>
+                    <filter string="Unassigned Leads" name="unassigned_leads"
+                        domain="[('user_id','=', False), ('type', '=', 'lead')]" help="No salesperson"/>
                     <separator />
                     <filter string="Lost Leads" name="lost"
                             domain="['&amp;', ('probability', '=', 0), ('active', '=', False)]"/>
@@ -624,7 +626,7 @@
 
                             <group>
                                 <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads'], 'team_id': team_id}" domain="[('share', '=', False)]"/>
-                                <field name="team_id" widget="selection"/>
+                                <field name="team_id" widget="selection" domain="[('use_opportunities', '=', True)]"/>
                             </group>
                             <group>
                                 <field name="lost_reason" attrs="{'invisible': [('active', '=', True)]}"/>

addons/crm/views/crm_team_views.xml

@@ -97,36 +97,42 @@
         </record>
 
         <record id="sales_team_form_view_in_crm" model="ir.ui.view">
-                <field name="name">crm.team.form.inherit</field>
-                <field name="model">crm.team</field>
-                <field name="inherit_id" ref="sales_team.crm_team_view_form"/>
-                <field name="priority">12</field>
-                <field name="arch" type="xml">
-                    <xpath expr="//div[@name='options_active']" position="inside">
-                        <div name="opportunities" class="o_row" invisible="1">
+            <field name="name">crm.team.form.inherit</field>
+            <field name="model">crm.team</field>
+            <field name="inherit_id" ref="sales_team.crm_team_view_form"/>
+            <field name="priority">12</field>
+            <field name="arch" type="xml">
+                <xpath expr="//div[@name='options_active']" position="inside">
+                    <div class="o_row">
+                        <span name="opportunities">
                             <field name="use_opportunities"/>
                             <label for="use_opportunities"/>
+                        </span>
+                        <span class="o_row" groups="crm.group_use_lead">
+                            <field name="use_leads"/>
+                            <label for="use_leads" string="Leads"/>
+                        </span>
+                    </div>
+                </xpath>
+                <xpath expr="//field[@name='user_id']" position="after">
+                    <label for="alias_name" string="Email Alias"
+                        attrs="{'invisible': [('use_leads', '=', False),('use_opportunities', '=', False)]}"/>
+                    <div class="oe_inline" name="alias_def"
+                        attrs="{'invisible': [('use_leads', '=', False),('use_opportunities', '=', False)]}">
+                        <field name="alias_id" class="oe_read_only oe_inline"
+                            string="Email Alias" required="0"/>
+                        <div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
+                            <field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
+                            <button  icon="fa-arrow-right" type="action" name="%(base_setup.action_general_configuration)d" string="Configure domain name" class="btn-link" attrs="{'invisible': [('alias_domain', '!=', False)]}"/>
                         </div>
-                    </xpath>
-                   <xpath expr="//field[@name='user_id']" position="after">
-                        <label for="alias_name" string="Email Alias"
-                            attrs="{'invisible': [('use_opportunities', '=', False)]}"/>
-                        <div class="oe_inline" name="alias_def"
-                            attrs="{'invisible': [('use_opportunities', '=', False)]}">
-                            <field name="alias_id" class="oe_read_only oe_inline"
-                                string="Email Alias" required="0"/>
-                            <div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
-                                <field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
-                            </div>
-                        </div>
-                        <field name="alias_contact" class="oe_inline"
-                            string="Accept Emails From"
-                            attrs="{'invisible': [('use_opportunities', '=', False)]}"/>
-                        <field name="alias_user_id" string="Assign to"/>
-                   </xpath>
-               
-                </field>
-            </record>
+                    </div>
+                    <field name="alias_contact" class="oe_inline"
+                        string="Accept Emails From"
+                        attrs="{'invisible': [('use_leads', '=', False), ('use_opportunities', '=', False)]}"/>
+                    <field name="alias_user_id" string="Assign to"/>
+                </xpath>
+            </field>
+        </record>
 
         <!-- Case Teams Action -->
         <record id="action_crm_tag_kanban_view_salesteams_oppor11" model="ir.actions.act_window.view">
@@ -173,6 +179,10 @@
             <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
         </record>
 
+        <record id="sales_team.crm_team_salesteams_pipelines_act" model="ir.actions.act_window">
+            <field name="domain">[('use_opportunities', '=', True)]</field>
+        </record>
+
         <record id="crm_team_salesteams_view_kanban" model="ir.ui.view">
             <field name="name">crm.team.kanban</field>
             <field name="model">crm.team</field>
@@ -184,10 +194,11 @@
                         <field name="alias_name"/>
                         <field name="alias_domain"/>
                         <field name="use_opportunities"/>
+                        <field name="use_leads"/>
                     </xpath>
 
                     <xpath expr="//div[hasclass('o_primary')]" position="after">
-                        <div t-if="record.alias_name.value and record.alias_domain.value">
+                        <div t-if="record.use_leads.raw_value and record.alias_name.value and record.alias_domain.value">
                             <small t-translation="off"><i class="fa fa-envelope-o" aria-label="Leads" title="Leads" role="img"></i>&amp;nbsp; <field name="alias_id"/></small>
                         </div>
                     </xpath>
@@ -195,7 +206,7 @@
                     <xpath expr="//t[@name='first_options']" position="after">
                         <div class="row" t-if="record.unassigned_leads_count.raw_value">
                             <div class="col-8">
-                                <a name="%(crm_case_form_view_salesteams_lead)d" type="action" context="{'search_default_unassigned': True}">
+                                <a name="%(crm_case_form_view_salesteams_lead)d" type="action" context="{'search_default_unassigned_leads': 1}">
                                     <field name="unassigned_leads_count"/>
                                     <t t-if="record.unassigned_leads_count.raw_value == 1">Unassigned Lead</t>
                                     <t t-else="">Unassigned Leads</t>
@@ -229,7 +240,7 @@
                     </xpath>
 
                     <xpath expr="//div[hasclass('o_kanban_manage_view')]" position="inside">
-                        <div  groups="crm.group_use_lead">
+                        <div t-if="record.use_leads.raw_value" groups="crm.group_use_lead">
                             <a name="%(crm_case_form_view_salesteams_lead)d" type="action">
                                 Leads
                             </a>
@@ -250,7 +261,7 @@
                     </xpath>
 
                     <xpath expr="//div[hasclass('o_kanban_manage_reports')]" position="inside">
-                        <div  groups="crm.group_use_lead">
+                        <div t-if="record.use_leads.raw_value" groups="crm.group_use_lead">
                             <a name="%(action_report_crm_lead_salesteam)d" type="action">
                                 Leads
                             </a>

addons/crm/views/res_config_settings_views.xml

@@ -30,14 +30,12 @@
                                 <field name="generate_lead_from_alias"/>
                             </div>
                             <div class="o_setting_right_pane">
-                                <label for="generate_lead_from_alias" string="Manual Assignation of Incoming Emails"/>
+                                <label for="generate_lead_from_alias" string="Email Alias"/>
                                 <div class="text-muted">
-                                    Generate leads from incoming emails and assign them
-                                    to a Sales Team manually
+                                    Incoming emails create leads
                                 </div>
                                 <div class="content-group" attrs="{'invisible': [('generate_lead_from_alias','=',False)]}">
                                     <div class="mt16">
-                                        <label for="crm_alias_prefix" string="Alias" class="o_light_label"/>
                                         <field name="crm_alias_prefix" class="oe_inline"
                                             attrs="{'required': [('generate_lead_from_alias', '=', True)]}"/>
                                         <label for="alias_domain" string="@"/>

addons/sale/data/sale_demo.xml

@@ -12,10 +12,12 @@
         </record>
 
         <record model="crm.team" id="sales_team.team_sales_department">
+            <field name="use_quotations" eval="True"/>
             <field name="invoiced_target">250000</field>
         </record>
 
         <record model="crm.team" id="sales_team.crm_team_1">
+            <field name="use_quotations" eval="True"/>
             <field name="invoiced_target">40000</field>
         </record>
 

addons/sale/models/sales_team.py

@@ -9,6 +9,7 @@ from odoo import api, fields, models, _
 class CrmTeam(models.Model):
     _inherit = 'crm.team'
 
+    use_quotations = fields.Boolean(string='Quotations', help="Check this box if you send quotations to your customers rather than confirming orders straight away.")
     invoiced = fields.Integer(
         compute='_compute_invoiced',
         string='Invoiced This Month', readonly=True,
@@ -58,7 +59,7 @@ class CrmTeam(models.Model):
             ('team_id', 'in', self.ids),
             ('invoice_status','=','to invoice'),
         ], ['team_id'], ['team_id'])
-        data_map = {datum['team_id'][0]: datum['team_id_count'] for datum in sale_order_data }
+        data_map = {datum['team_id'][0]: datum['team_id_count'] for datum in sale_order_data}
         for team in self:
             team.sales_to_invoice_count = data_map.get(team.id,0.0)
 
@@ -124,6 +125,6 @@ class CrmTeam(models.Model):
         if self._context.get('in_sales_app'):
             return self.env.ref('sale.action_order_report_so_salesteam').read()[0]
         return super(CrmTeam, self).action_primary_channel_button()
-            
+
     def update_invoiced_target(self, value):
         return self.write({'invoiced_target': round(float(value or 0))})

addons/sale/views/sales_team_views.xml

@@ -6,6 +6,11 @@
             <field name="priority">9</field>
             <field name="inherit_id" ref="sales_team.crm_team_view_form"/>
             <field name="arch" type="xml">
+                <xpath expr="//div[@name='options_active']" position="inside">
+                    <div class="o_row" style="display:inherit">
+                        <field name="use_quotations"/><label for="use_quotations"/>
+                    </div>
+                </xpath>
                 <xpath expr="//field[@name='user_id']" position="after">
                     <field name="invoiced_target"/>
                 </xpath>
@@ -48,6 +53,7 @@
         <field name="arch" type="xml">
         <data>
             <xpath expr="//templates" position="before">
+                <field name="use_quotations"/>
                 <field name="invoiced_target"/>
             </xpath>
 
@@ -87,7 +93,7 @@
             </xpath>
 
             <xpath expr="//div[hasclass('o_kanban_manage_view')]" position="inside">
-                <div>
+                <div t-if="record.use_quotations.raw_value">
                     <a name="%(action_quotations_salesteams)d" type="action" class="o_quotation_view_button">Quotations</a>
                 </div>
                 <div>
@@ -99,7 +105,7 @@
             </xpath>
 
             <xpath expr="//div[hasclass('o_kanban_manage_new')]" position="inside">
-                <div>
+                <div t-if="record.use_quotations.raw_value">
                     <a name="%(action_quotation_form)d" type="action">
                         Quotation
                     </a>

addons/sale_crm/views/crm_team_views.xml

@@ -6,7 +6,7 @@
         <field name="inherit_id" ref="crm.sales_team_form_view_in_crm"/>
         <field name="arch" type="xml">
             <data>
-                <xpath expr="//div[@name='opportunities']" position="attributes">
+                <xpath expr="//span[@name='opportunities']" position="attributes">
                     <attribute name="invisible" value="0"/>
                 </xpath>
             </data>
@@ -17,7 +17,4 @@
         <field name="context">{'in_sales_app': True}</field>
     </record>
 
-    <record id="sales_team.crm_team_salesteams_pipelines_act" model="ir.actions.act_window">
-        <field name="domain">[('use_opportunities', '=', True)]</field>
-    </record>
 </odoo>

addons/website_crm/models/crm_lead.py

@@ -24,7 +24,7 @@ class Website(models.Model):
     def _get_crm_default_team_domain(self):
         if not self.env.user.has_group('crm.group_use_lead'):
             return [('use_opportunities', '=', True)]
-        return []
+        return [('use_leads', '=', True)]
 
     crm_default_team_id = fields.Many2one(
         'crm.team', string='Default Sales Teams',

addons/website_crm/models/res_config_settings.py

@@ -9,7 +9,7 @@ class ResConfigSettings(models.TransientModel):
     def _get_crm_default_team_domain(self):
         if not self.env.user.has_group('crm.group_use_lead'):
             return [('use_opportunities', '=', True)]
-        return []
+        return [('use_leads', '=', True)]
 
     crm_default_team_id = fields.Many2one(
         'crm.team', string='Default Sales Team', related='website_id.crm_default_team_id', readonly=False,

addons/website_crm_partner_assign/tests/test_partner_assign.py

@@ -118,6 +118,7 @@ class TestPartnerLeadPortal(TestCrmCases):
         # Sales Team of crm_salesman
         self.team = self.env['crm.team'].with_context(mail_notrack=True).create({
             'name': 'Test Team FOR THE WIN',
+            'use_leads': True,
             'member_ids': [(6, 0, [self.crm_salesman.id])],
         })