[REF] crm: ensure automatic assignment works out of the box

GLOBAL PURPOSE

Ability to have salesmen belonging to several sales team is a core requirement
of CRM. It is therefore moved from website_crm_score to crm along with cleaning
and behavior improvement. Automatic lead assignment is also moved and cleaned.

SPECIFICATIONS

Assignment max being set to 0 means member is out of automatic assign process.
In that case assignment information (domain in form view, gauge in kanban
view) are hidden to lighten member form view.

Its default value is now set to 30. It means that newly created members by
default are available for automatic assignment.

LINKS

Task ID-2086889 (main task)
Task ID-2357969 (scoring migration task)
Community PR odoo/odoo#48422
Enterprise PR odoo/enterprise#499
Upgrade PR odoo/upgrade#996
This commit is contained in:
Thibault Delavallée
2021-01-21 12:22:09 +00:00
parent 5016b47a06
commit 476f6d5e16
2 changed files with 5 additions and 3 deletions
+1 -1
View File
@@ -21,7 +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_max = fields.Integer('Max Leads (last 30 days)')
assignment_max = fields.Integer('Max Leads (last 30 days)', default=30)
lead_month_count = fields.Integer(
'Leads (30 days)', compute='_compute_lead_month_count',
help='Lead assigned to this member those last 30 days')
+4 -2
View File
@@ -25,7 +25,8 @@
attrs="{'invisible': [('assignment_enabled', '=', False)]}">
<field name="assignment_max" invisible="1"/>
<field name="lead_month_count" widget="gauge"
options="{'max_field': 'assignment_max'}"/>
options="{'max_field': 'assignment_max'}"
attrs="{'invisible': [('assignment_max', '=', 0)]}"/>
</div>
</xpath>
</field>
@@ -47,7 +48,8 @@
<span class="oe_inline"> (max) </span>
</div>
<field name="assignment_domain" string="Domain" widget="domain"
options="{'model': 'crm.lead'}"/>
options="{'model': 'crm.lead'}"
attrs="{'invisible': [('assignment_max', '=', 0)]}"/>
</group>
</xpath>
</field>