Mansi Gandhi
acbe01a1de
>In Dashboard/Your pipeline and in Sales/Your Pipeline: Remove the Direct Sales team filter. >In the kanban view, if the expected revenu = 0, the "," shouldn't appear. >In lead form view, remove the Opportunity header and move Probability under Analysis in Extra Info tab. >Rename Your Pipeline into My Pipeline to match the menu entry.
93 lines
4.3 KiB
Python
93 lines
4.3 KiB
Python
# -*- coding: utf-8 -*-
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from openerp.osv import fields, osv
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from openerp.tools.safe_eval import safe_eval as eval
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from openerp.tools.translate import _
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class crm_team(osv.Model):
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_name = 'crm.team'
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_inherit = ['mail.alias.mixin', 'crm.team']
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_columns = {
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'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"),
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'use_leads': fields.boolean('Leads',
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help="The first contact you get with a potential customer is a lead you qualify before converting it into a real business opportunity. Check this box to manage leads in this sales team."),
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'use_opportunities': fields.boolean('Opportunities', help="Check this box to manage opportunities in this sales team."),
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'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="restrict", required=True, help="The email address associated with this team. New emails received will automatically create new leads assigned to the team."),
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}
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_defaults = {
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'use_opportunities': True,
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}
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def get_alias_model_name(self, vals):
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return 'crm.lead'
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def get_alias_values(self):
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has_group_use_lead = self.env['res.users'].has_group('crm.group_use_lead')
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values = super(crm_team, self).get_alias_values()
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values['alias_defaults'] = defaults = eval(self.alias_defaults or "{}")
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defaults['type'] = 'lead' if has_group_use_lead and self.use_leads else 'opportunity'
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defaults['team_id'] = self.id
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return values
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def onchange_use_leads_opportunities(self, cr, uid, ids, use_leads, use_opportunities, context=None):
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if use_leads or use_opportunities:
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return {'value': {}}
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return {'value': {'alias_name': False}}
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def create(self, cr, uid, vals, context=None):
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generate_alias_name = self.pool['ir.values'].get_default(cr, uid, 'sales.config.settings', 'generate_sales_team_alias')
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if generate_alias_name and not vals.get('alias_name'):
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vals['alias_name'] = vals.get('name')
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return super(crm_team, self).create(cr, uid, vals, context=context)
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def write(self, cr, uid, ids, vals, context=None):
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res = super(crm_team, self).write(cr, uid, ids, vals, context=context)
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if vals.get('use_leads') or vals.get('alias_defaults'):
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for team in self.browse(cr, uid, ids, context=context):
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team.alias_id.write(team.get_alias_values())
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return res
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def action_your_pipeline(self, cr, uid, context=None):
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IrModelData = self.pool['ir.model.data']
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action = IrModelData.xmlid_to_object(cr, uid, 'crm.crm_lead_opportunities_tree_view', context=context).read(['name', 'help', 'res_model', 'target', 'domain', 'context', 'type', 'search_view_id'])
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if not action:
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action = {}
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else:
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action = action[0]
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user_team_id = self.pool['res.users'].browse(cr, uid, uid, context=context).sale_team_id.id
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if not user_team_id:
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user_team_id = self.search(cr, uid, [], context=context, limit=1)
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user_team_id = user_team_id and user_team_id[0] or False
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action['help'] = """<p class='oe_view_nocontent_create'>Click here to add new opportunities</p><p>
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Looks like you are not a member of a sales team. You should add yourself
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as a member of one of the sales team.
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</p>"""
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if user_team_id:
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action['help'] += "<p>As you don't belong to any sales team, Odoo opens the first one by default.</p>"
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action_context = eval(action['context'], {'uid': uid})
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if user_team_id:
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action_context.update({
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'default_team_id': user_team_id,
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})
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tree_view_id = IrModelData.xmlid_to_res_id(cr, uid, 'crm.crm_case_tree_view_oppor')
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form_view_id = IrModelData.xmlid_to_res_id(cr, uid, 'crm.crm_case_form_view_oppor')
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kanb_view_id = IrModelData.xmlid_to_res_id(cr, uid, 'crm.crm_case_kanban_view_leads')
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action.update({
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'views': [
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[kanb_view_id, 'kanban'],
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[tree_view_id, 'tree'],
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[form_view_id, 'form'],
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[False, 'graph'],
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[False, 'calendar'],
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[False, 'pivot']
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],
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'context': action_context,
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})
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return action
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