Aurélien Warnon
cd117b15d4
Since e86f892a7b
We have the possibility to display a "lost" and a "won" ribbon on the crm.lead
kanban view.
In this commit, we change things around a bit:
- The "WON" ribbon was removed.
Since it was redundant with the stage anyway and not very useful.
- The "LOST" ribbon is now always displayed in the kanban view.
And not only when coming from "duplicate leads".
In addition, leads displayed when coming from the stat button on the
res.partner form view now also shows lost leads (active_test=False).
This can be helpful for the end user because he wants to know "all the deals
that are in progress/lost/won with this specific contact".
Task-2349526
closes odoo/odoo#67693
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
117 lines
4.9 KiB
Python
117 lines
4.9 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models
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class Partner(models.Model):
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_name = 'res.partner'
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_inherit = 'res.partner'
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team_id = fields.Many2one('crm.team', string='Sales Team')
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opportunity_ids = fields.One2many('crm.lead', 'partner_id', string='Opportunities', domain=[('type', '=', 'opportunity')])
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meeting_ids = fields.Many2many('calendar.event', 'calendar_event_res_partner_rel', 'res_partner_id', 'calendar_event_id', string='Meetings', copy=False)
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opportunity_count = fields.Integer("Opportunity", compute='_compute_opportunity_count')
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meeting_count = fields.Integer("# Meetings", compute='_compute_meeting_count')
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@api.model
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def default_get(self, fields):
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rec = super(Partner, self).default_get(fields)
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active_model = self.env.context.get('active_model')
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if active_model == 'crm.lead' and len(self.env.context.get('active_ids', [])) <= 1:
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lead = self.env[active_model].browse(self.env.context.get('active_id')).exists()
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if lead:
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rec.update(
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phone=lead.phone,
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mobile=lead.mobile,
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function=lead.function,
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title=lead.title.id,
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website=lead.website,
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street=lead.street,
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street2=lead.street2,
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city=lead.city,
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state_id=lead.state_id.id,
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country_id=lead.country_id.id,
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zip=lead.zip,
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)
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return rec
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def _compute_opportunity_count(self):
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# retrieve all children partners and prefetch 'parent_id' on them
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all_partners = self.with_context(active_test=False).search([('id', 'child_of', self.ids)])
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all_partners.read(['parent_id'])
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opportunity_data = self.env['crm.lead'].with_context(active_test=False).read_group(
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domain=[('partner_id', 'in', all_partners.ids)],
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fields=['partner_id'], groupby=['partner_id']
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)
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self.opportunity_count = 0
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for group in opportunity_data:
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partner = self.browse(group['partner_id'][0])
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while partner:
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if partner in self:
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partner.opportunity_count += group['partner_id_count']
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partner = partner.parent_id
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def _compute_meeting_count(self):
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result = self._compute_meeting()
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for p in self:
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p.meeting_count = len(result.get(p.id, []))
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def _compute_meeting(self):
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if self.ids:
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all_partners = self.with_context(active_test=False).search([('id', 'child_of', self.ids)])
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self.env.cr.execute("""
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SELECT res_partner_id, calendar_event_id, count(1)
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FROM calendar_event_res_partner_rel
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WHERE res_partner_id IN %s
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GROUP BY res_partner_id, calendar_event_id
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""", [tuple(all_partners.ids)])
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meeting_data = self.env.cr.fetchall()
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# Keep only valid meeting data based on record rules of events
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events = [row[1] for row in meeting_data]
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events = self.env['calendar.event'].search([('id', 'in', events)]).ids
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meeting_data = [m for m in meeting_data if m[1] in events]
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# Create a dict {partner_id: event_ids} and fill with events linked to the partner
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meetings = {p.id: set() for p in all_partners}
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for m in meeting_data:
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meetings[m[0]].add(m[1])
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# Add the events linked to the children of the partner
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all_partners.read(['parent_id'])
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for p in all_partners:
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partner = p
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while partner:
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if partner in self:
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meetings[partner.id] |= meetings[p.id]
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partner = partner.parent_id
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return {p.id: list(meetings[p.id]) for p in self}
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return {}
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def schedule_meeting(self):
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self.ensure_one()
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partner_ids = self.ids
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partner_ids.append(self.env.user.partner_id.id)
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action = self.env["ir.actions.actions"]._for_xml_id("calendar.action_calendar_event")
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action['context'] = {
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'default_partner_ids': partner_ids,
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}
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action['domain'] = ['|', ('id', 'in', self._compute_meeting()[self.id]), ('partner_ids', 'in', self.ids)]
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return action
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def action_view_opportunity(self):
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'''
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This function returns an action that displays the opportunities from partner.
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'''
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action = self.env['ir.actions.act_window']._for_xml_id('crm.crm_lead_opportunities')
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action['context'] = {'active_test': False}
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if self.is_company:
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action['domain'] = [('partner_id.commercial_partner_id.id', '=', self.id)]
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else:
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action['domain'] = [('partner_id.id', '=', self.id)]
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return action
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