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[IMP] website_crm_partner_assign: add own opportunities management

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Allow partners with grades to add their own opportunity in their own pipe.
Until now, it is their saleman which import the opp in csv.
This commit is contained in:
Jeremy Kersten
2016-11-21 11:22:05 +01:00
parent 06fa5c64e0
commit c141fbb46f
5 changed files with 91 additions and 7 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/website_crm_partner_assign/data/crm_partner_assign_data.xml
+4
View File
@@ -8,6 +8,10 @@
<field name="name">Spam</field>
<field name="color">3</field>
</record>
<record model="crm.lead.tag" id="tag_portal_lead_own_opp">
<field name="name">Created by Partner</field>
<field name="color">4</field>
</record>
<record id="email_template_lead_forward_mail" model="mail.template">
<field name="name">Lead Mass Mail</field>
<field name="model_id" model="ir.model" search="[('name', '=', 'crm.lead.forward.to.partner')]"></field>
addons/website_crm_partner_assign/models/crm_lead.py
+27
View File
@@ -243,3 +243,30 @@ class CrmLead(models.Model):
'priority': values['priority'],
'date_deadline': values['date_deadline'] if values['date_deadline'] else False,
})
@api.model
def create_opp_portal(self, values):
if self.env.user.partner_id.grade_id or self.env.user.commercial_partner_id.grade_id:
user = self.env.user
self = self.sudo()
if not (values['contact_name'] and values['description'] and values['title']):
return {
'errors': _('All fields are required !')
}
tag_own = self.env.ref('website_crm_partner_assign.tag_portal_lead_own_opp', False)
values = {
'contact_name': values['contact_name'],
'name': values['title'],
'description': values['description'],
'priority': '2',
'partner_assigned_id': user.partner_id.id,
}
if tag_own:
values['tag_ids'] = [(4, tag_own.id, False)]
lead = self.create(values)
lead.assign_salesman_of_assigned_partner()
lead.convert_opportunity(lead.partner_id.id)
return {
'id': lead.id
}
addons/website_crm_partner_assign/static/src/js/crm_partner_assign.js
+21 -1
View File
@@ -13,8 +13,9 @@ var website = require('website.website');
var interested_form = $('.interested_partner_assign_form');
var desinterested_form = $('.desinterested_partner_assign_form');
var opp_stage_buttons = $('.opp-stage-button');
var new_opp_form = $('.new_opp_form');
if(!interested_form.length && !desinterested_form.length && !opp_stage_buttons.length) {
if(!interested_form.length && !desinterested_form.length && !opp_stage_buttons.length && !new_opp_form.length) {
return $.Deferred().reject("DOM doesn't contain website_crm_partner_assign elements");
}
@@ -82,6 +83,25 @@ $('.edit_contact_confirm').on('click',function(e){
return false;
});
$('.new_opp_confirm').on('click',function(e){
new Model('crm.lead')
.call("create_opp_portal", [{
contact_name: $('.new_opp_form .contact_name').val(),
title: $('.new_opp_form .title').val(),
description: $('.new_opp_form .description').val(),
}])
.done(function(response){
if (response.errors) {
$('#new-opp-dialog .alert').remove();
$('#new-opp-dialog div:first').prepend("<div class='alert alert-danger'>" + response.errors + "</div>");
}
else {
window.location = '/my/opportunity/' + response.id;
}
});
return false;
});
$('.edit_opp_confirm').on('click',function(e){
new Model('crm.lead')
.call("update_lead_portal", [[parseInt($('.edit_opp_form .opportunity_id').val())],{
addons/website_crm_partner_assign/views/res_partner_views.xml
+1
View File
@@ -66,6 +66,7 @@
</h1>
</div>
<group>
<field name="partner_weight"/>
<field name="sequence"/>
<field name="active"/>
</group>
addons/website_crm_partner_assign/views/website_crm_partner_assign_templates.xml
+38 -6
View File
@@ -276,17 +276,49 @@
<h3 class="page-header">
Your Opportunities
<t t-call="website_portal.portal_searchbar"/>
<button name='new_opp' data-toggle="modal" data-target=".modal_new_opp" class="btn btn-default pull-right mr8"><i class="fa fa-plus fa-lg" /></button>
</h3>
<div t-if="not opportunities" class="alert alert-warning mt8" role="alert">
There are no opportunities.
<div class="modal fade modal_new_opp" role="form" aria-hidden="true">
<div class="modal-dialog">
<form method="POST" class="modal-content js_website_submit_form new_opp_form">
<input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
<div class="modal-header">
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">&amp;times;</button>
<h4 class="modal-title">New Opportunity</h4>
</div>
<div class="modal-body" id="new-opp-dialog">
<div class="form-group">
<label class="control-label hdd4" for="contact_name">Contact name</label>
<input type='text' name="contact_name" class="form-control contact_name"/>
</div>
<div class="form-group">
<label class="control-label h4dd" for="title">Title</label>
<input type='text' name="title" class="form-control title"/>
</div>
<div class="form-group">
<label class="control-label hdd4" for="description">Description</label>
<textarea row="3" name="description" class="form-control description"></textarea>
</div>
</div>
<div class="modal-footer">
<button t-attf-class="btn btn-primary new_opp_confirm">Confirm</button> or
<button type="button" class="btn btn-link" data-dismiss="modal" style="padding: 0">Cancel</button>
</div>
</form>
</div>
</div>
<div t-if="opportunities" class="panel panel-default">
<table class="table table-hover">
<div class="panel panel-default">
<t t-if="not opportunities">
<div class="alert alert-warning mt8" role="alert">
There are no opportunities.
</div>
</t>
<table t-if="opportunities" class="table table-hover">
<thead>
<tr class="active">
<th class="col-xs-2">Date</th>
<th class="col-md-5">Name</th>
<th class="col-md-3">Expected Revenue</th>
<th class="col-md-4">Name</th>
<th class="col-md-2">Expected</th>
<th>Contact Name</th>
<th>Stage</th>
</tr>