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[IMP] crm: add monthly lead assignment count color

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Draw attention to the monthly assigned lead count when
it is exceeding the limit by changing the text color
to orange.

Task-3204763

Part-of: odoo/odoo#115326
This commit is contained in:
amdi-odoo
2023-05-05 12:43:59 +02:00
parent b47f73bf4e
commit a8e9b25761
4 changed files with 25 additions and 5 deletions
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addons/crm/models/crm_team.py
+5 -1
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@@ -43,6 +43,9 @@ class Team(models.Model):
lead_all_assigned_month_count = fields.Integer(
string='# Leads/Opps assigned this month', compute='_compute_lead_all_assigned_month_count',
help="Number of leads and opportunities assigned this last month.")
lead_all_assigned_month_exceeded = fields.Boolean('Exceed monthly lead assignement', compute="_compute_lead_all_assigned_month_count",
help="True if the monthly lead assignment count is greater than the maximum assignment limit, false otherwise."
)
opportunities_count = fields.Integer(
string='# Opportunities', compute='_compute_opportunities_data')
opportunities_amount = fields.Monetary(
@@ -82,10 +85,11 @@ class Team(models.Model):
for team in self:
team.lead_unassigned_count = counts.get(team.id, 0)
@api.depends('crm_team_member_ids.lead_month_count')
@api.depends('crm_team_member_ids.lead_month_count', 'assignment_max')
def _compute_lead_all_assigned_month_count(self):
for team in self:
team.lead_all_assigned_month_count = sum(member.lead_month_count for member in team.crm_team_member_ids)
team.lead_all_assigned_month_exceeded = team.lead_all_assigned_month_count > team.assignment_max
def _compute_opportunities_data(self):
opportunity_data = self.env['crm.lead']._read_group([
addons/crm/static/src/scss/crm_team.scss
+11
View File
@@ -0,0 +1,11 @@
.o_crm_team_form_view {
/*
* Used to conditionnaly add a css class on a record field.
* Add text-warning on the element with class o_crm_lead_month_assignment
* only if the element with o_crm_lead_all_assigned_month_exceeded is visible
* in the template.
*/
div.o_crm_lead_all_assigned_month_exceeded + .o_crm_lead_month_assignment {
@extend .text-warning;
}
}
addons/crm/views/crm_team_views.xml
+8 -3
View File
@@ -183,9 +183,14 @@
<xpath expr="//group[@name='right']" position="inside">
<field name="assignment_enabled" invisible="1"/>
<field name="assignment_auto_enabled" invisible="1"/>
<div class="text-muted" colspan="2" attrs="{'invisible': [('assignment_enabled', '=', False)]}">
<field name="lead_all_assigned_month_count" class="oe_inline"/><span> leads assigned this month
on a maximum of </span><field name="assignment_max" class="oe_inline"/>
<field name="lead_all_assigned_month_exceeded" invisible="1"/>
<div colspan="2">
<div class="o_crm_lead_all_assigned_month_exceeded" attrs="{'invisible': [('lead_all_assigned_month_exceeded', '=', False)]}"/>
<div class="o_crm_lead_month_assignment text-muted" attrs="{'invisible': [('assignment_enabled', '=', False)]}">
<i class="fa fa-info-circle me-2" title="Assigned Lead Count"/>
<field name="lead_all_assigned_month_count" class="oe_inline"/><span> leads assigned this month
on a maximum of </span><field name="assignment_max" class="oe_inline"/>
</div>
</div>
<field name="assignment_domain" widget="domain" string="Domain"
options="{'model': 'crm.lead', 'in_dialog': True}"
addons/sales_team/views/crm_team_views.xml
+1 -1
View File
@@ -22,7 +22,7 @@
<field name="name">crm.team.form</field>
<field name="model">crm.team</field>
<field name="arch" type="xml">
<form string="Sales Team">
<form string="Sales Team" class="o_crm_team_form_view">
<div class="alert alert-info text-center" role="alert"
attrs="{'invisible': ['|', ('is_membership_multi', '=', True), ('member_warning', '=', False)]}">
<field name="member_warning"/>