From 389d74fab304a2f55d14deaa955fca9715e6860b Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?Thibault=20Delavall=C3=A9e?= <tde@odoo.com>
Date: Mon, 29 Mar 2021 14:22:50 +0000
Subject: [PATCH] [IMP] crm: allow team members to opt-out from assign

Purpose is to allow members to quickly opt-out / opt-in from assign
process. For example if for some reason (leaves, too much leads, temporarily
working on something else) a salesperson cannot handle more leads he may
opt-out from assign process.

When member is opt-out, hide assign details from both kanban and form
views. It allows notably to see at a glance who is out and who is in.

Task ID-2494749
COM PR odoo/odoo#68476
UPG PR odoo/upgrade#2318

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
---
 addons/crm/models/crm_team_member.py       |  3 ++-
 addons/crm/views/crm_team_member_views.xml | 11 +++++++----
 2 files changed, 9 insertions(+), 5 deletions(-)

diff --git a/addons/crm/models/crm_team_member.py b/addons/crm/models/crm_team_member.py
index dc74ca9d76b..cc48076a251 100644
--- a/addons/crm/models/crm_team_member.py
+++ b/addons/crm/models/crm_team_member.py
@@ -21,6 +21,7 @@ class Team(models.Model):
     # assignment
     assignment_enabled = fields.Boolean(related="crm_team_id.assignment_enabled")
     assignment_domain = fields.Char('Assignment Domain', tracking=True)
+    assignment_optout = fields.Boolean('Skip auto assignment')
     assignment_max = fields.Integer('Max Leads (last 30 days)', default=30)
     lead_month_count = fields.Integer(
         'Leads (30 days)', compute='_compute_lead_month_count',
@@ -122,7 +123,7 @@ class Team(models.Model):
         assign_ratio = work_days / 30.0
 
         members_data, population, weights = dict(), list(), list()
-        members = self.filtered(lambda member: member.assignment_max > member.lead_month_count)
+        members = self.filtered(lambda member: not member.assignment_optout and member.assignment_max > member.lead_month_count)
         if not members:
             return members_data
 
diff --git a/addons/crm/views/crm_team_member_views.xml b/addons/crm/views/crm_team_member_views.xml
index 2abce300dd4..132eac3434c 100644
--- a/addons/crm/views/crm_team_member_views.xml
+++ b/addons/crm/views/crm_team_member_views.xml
@@ -8,6 +8,7 @@
         <field name="arch" type="xml">
             <field name="user_id" position="after">
                 <field name="assignment_enabled" invisible="1"/>
+                <field name="assignment_optout"/>
                 <field name="assignment_max"/>
                 <field name="lead_month_count"/>
             </field>
@@ -21,8 +22,9 @@
         <field name="arch" type="xml">
             <xpath expr="//div[hasclass('oe_kanban_details')]" position="after">
                 <field name="assignment_enabled" invisible="1"/>
+                <field name="assignment_optout" invisible="1"/>
                 <div class="o_member_assignment"
-                    attrs="{'invisible': [('assignment_enabled', '=', False)]}">
+                        attrs="{'invisible': ['|', ('assignment_enabled', '=', False), ('assignment_optout', '=', True)]}">
                     <field name="assignment_max" invisible="1"/>
                     <field name="lead_month_count" widget="gauge"
                         options="{'max_field': 'assignment_max'}"
@@ -40,8 +42,9 @@
             <xpath expr="//group[@name='member_partner_info']" position="after">
                 <group name="group_assign" attrs="{'invisible': [('assignment_enabled', '=', False)]}">
                     <field name="assignment_enabled" invisible="1"/>
-                    <label for="lead_month_count"/>
-                    <div>
+                    <field name="assignment_optout"/>
+                    <label for="lead_month_count" attrs="{'invisible': [('assignment_optout', '=', True)]}"/>
+                    <div attrs="{'invisible': [('assignment_optout', '=', True)]}">
                         <field name="lead_month_count" class="oe_inline"/>
                         <span class="oe_inline"> / </span>
                         <field name="assignment_max" class="oe_inline"/>
@@ -49,7 +52,7 @@
                     </div>
                     <field name="assignment_domain" string="Domain" widget="domain"
                         options="{'model': 'crm.lead'}"
-                        attrs="{'invisible': [('assignment_max', '=', 0)]}"/>
+                        attrs="{'invisible': ['|', ('assignment_max', '=', 0), ('assignment_optout', '=', True)]}"/>
                 </group>
             </xpath>
         </field>