Denis Ledoux
b7c1a9b288
When using the menu Sales > Your pipeline,
The domain `[('type','=','opportunity')]`
wasn't enforced, and leads could
therefore be displayed with the form
of an opporunity.
This is already the case when using
the "Pipeline" button in the teams
of the CRM Dashboard.
opw-653417
164 lines
7.2 KiB
Python
164 lines
7.2 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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_inherit = 'crm.team'
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_inherits = {'mail.alias': 'alias_id'}
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def _get_default_stage_ids(self, cr, uid, context=None):
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return [
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(0, 0, {
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'name': _('Incoming'),
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'sequence': 1,
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'probability': 10.0,
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'on_change': True,
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'fold': False,
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'type': 'both',
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}),
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(0, 0, {
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'name': _('Qualified'),
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'sequence': 2,
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'probability': 30.0,
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'on_change': True,
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'fold': False,
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'type': 'opportunity',
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}),
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(0, 0, {
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'name': _('Proposal'),
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'sequence': 3,
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'probability': 70.0,
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'on_change': True,
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'fold': False,
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'type': 'opportunity',
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}),
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(0, 0, {
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'name': _('Negotiation'),
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'sequence': 4,
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'probability': 85.0,
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'on_change': True,
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'fold': False,
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'type': 'opportunity',
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}),
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(0, 0, {
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'name': _('Won'),
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'sequence': 50,
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'probability': 100.0,
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'on_change': True,
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'fold': True,
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'type': 'both',
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})]
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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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'stage_ids': fields.many2many('crm.stage', 'crm_team_stage_rel', 'team_id', 'stage_id', 'Stages'),
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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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def _auto_init(self, cr, context=None):
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"""Installation hook to create aliases for all lead and avoid constraint errors."""
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return self.pool.get('mail.alias').migrate_to_alias(cr, self._name, self._table, super(crm_team, self)._auto_init,
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'crm.lead', self._columns['alias_id'], 'name', alias_prefix='Lead+', alias_defaults={}, context=context)
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_defaults = {
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'stage_ids': _get_default_stage_ids,
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'use_opportunities': True,
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}
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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 _get_alias_defaults_values(self, cr, uid, ids, context=None):
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res = dict.fromkeys(ids, False)
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is_group_use_lead = self.pool['res.users'].has_group(cr, uid, 'crm.group_use_lead')
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for team in self.browse(cr, uid, ids, context=context):
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alias_defaults = eval(team.alias_defaults)
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alias_defaults.update({
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'type': 'lead' if is_group_use_lead and team.use_leads else 'opportunity',
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'team_id': team.id,
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})
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res[team.id] = {
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'alias_defaults': alias_defaults,
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'alias_parent_thread_id': team.id,
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}
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return res
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def create(self, cr, uid, vals, context=None):
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if context is None:
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context = {}
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create_context = dict(context, alias_model_name='crm.lead', alias_parent_model_name=self._name)
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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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team_id = super(crm_team, self).create(cr, uid, vals, context=create_context)
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self.write(cr, uid, [team_id],
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self._get_alias_defaults_values(cr, uid, [team_id], context=context)[team_id],
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context=context)
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return team_id
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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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alias_res = self._get_alias_defaults_values(cr, uid, ids, context=context)
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for team_id, values in alias_res.iteritems():
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super(crm_team, self).write(cr, uid, [team_id], values, context=context)
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return res
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def unlink(self, cr, uid, ids, context=None):
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# Cascade-delete mail aliases as well, as they should not exist without the sales team.
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mail_alias = self.pool.get('mail.alias')
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alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id]
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res = super(crm_team, self).unlink(cr, uid, ids, context=context)
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mail_alias.unlink(cr, uid, alias_ids, context=context)
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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').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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'search_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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