Thibault Delavallée
2d066a4ed0
Indeed since a lot of cleaning has happened, notably merging lead and opportunity views and actions cleaning, let us have a real name for that main action instead of a bad and error-prone name. Task 2070287 closes odoo/odoo#36676 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
160 lines
6.9 KiB
Python
160 lines
6.9 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 dateutil.relativedelta import relativedelta
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from odoo import api, fields, models, _
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from odoo.tools.safe_eval import safe_eval
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from odoo.exceptions import ValidationError
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class Team(models.Model):
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_name = 'crm.team'
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_inherit = ['mail.alias.mixin', 'crm.team']
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_description = 'Sales Team'
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use_leads = fields.Boolean('Leads', help="Check this box to filter and qualify incoming requests as leads before converting them into opportunities and assigning them to a salesperson.")
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use_opportunities = fields.Boolean('Pipeline', default=True, help="Check this box to manage a presales process with opportunities.")
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alias_id = fields.Many2one('mail.alias', string='Alias', ondelete="restrict", required=True, help="The email address associated with this channel. New emails received will automatically create new leads assigned to the channel.")
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unassigned_leads_count = fields.Integer(
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compute='_compute_unassigned_leads_count',
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string='Unassigned Leads')
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opportunities_count = fields.Integer(
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compute='_compute_opportunities',
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string='Number of open opportunities')
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overdue_opportunities_count = fields.Integer(
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compute='_compute_overdue_opportunities',
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string='Number of overdue opportunities')
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opportunities_amount = fields.Integer(
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compute='_compute_opportunities',
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string='Opportunities Revenues')
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overdue_opportunities_amount = fields.Integer(
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compute='_compute_overdue_opportunities',
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string='Overdue Opportunities Revenues')
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# Since we are in a _inherits case, this is not an override
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# but a plain definition of a field
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# So we need to reset the property related of that field
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alias_user_id = fields.Many2one('res.users', related='alias_id.alias_user_id', inherited=True, domain=lambda self: [
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('groups_id', 'in', self.env.ref('sales_team.group_sale_salesman_all_leads').id)])
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def _compute_unassigned_leads_count(self):
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leads_data = self.env['crm.lead'].read_group([
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('team_id', 'in', self.ids),
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('type', '=', 'lead'),
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('user_id', '=', False),
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], ['team_id'], ['team_id'])
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counts = {datum['team_id'][0]: datum['team_id_count'] for datum in leads_data}
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for team in self:
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team.unassigned_leads_count = counts.get(team.id, 0)
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def _compute_opportunities(self):
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opportunity_data = self.env['crm.lead'].search([
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('team_id', 'in', self.ids),
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('probability', '<', 100),
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('type', '=', 'opportunity'),
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]).read(['planned_revenue', 'team_id'])
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counts = {}
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amounts = {}
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for datum in opportunity_data:
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counts.setdefault(datum['team_id'][0], 0)
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amounts.setdefault(datum['team_id'][0], 0)
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counts[datum['team_id'][0]] += 1
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amounts[datum['team_id'][0]] += (datum.get('planned_revenue', 0))
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for team in self:
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team.opportunities_count = counts.get(team.id, 0)
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team.opportunities_amount = amounts.get(team.id, 0)
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def _compute_overdue_opportunities(self):
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opportunity_data = self.env['crm.lead'].read_group([
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('team_id', 'in', self.ids),
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('probability', '<', 100),
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('type', '=', 'opportunity'),
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('date_deadline', '<', fields.Date.to_string(fields.Datetime.now()))
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], ['planned_revenue', 'team_id'], ['team_id'])
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counts = {datum['team_id'][0]: datum['team_id_count'] for datum in opportunity_data}
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amounts = {datum['team_id'][0]: (datum['planned_revenue']) for datum in opportunity_data}
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for team in self:
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team.overdue_opportunities_count = counts.get(team.id, 0)
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team.overdue_opportunities_amount = amounts.get(team.id, 0)
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@api.onchange('use_leads', 'use_opportunities')
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def _onchange_use_leads_opportunities(self):
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if not self.use_leads and not self.use_opportunities:
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self.alias_name = False
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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.user.has_group('crm.group_use_lead')
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values = super(Team, self).get_alias_values()
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values['alias_defaults'] = defaults = safe_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 write(self, vals):
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result = super(Team, self).write(vals)
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if 'use_leads' in vals or 'alias_defaults' in vals:
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for team in self:
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team.alias_id.write(team.get_alias_values())
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return result
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#TODO JEM : refactor this stuff with xml action, proper customization,
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@api.model
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def action_your_pipeline(self):
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action = self.env.ref('crm.crm_lead_action_pipeline').read()[0]
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user_team_id = self.env.user.sale_team_id.id
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if not user_team_id:
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user_team_id = self.search([], limit=1).id
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action['help'] = _("""<p class='o_view_nocontent_smiling_face'>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 = safe_eval(action['context'], {'uid': self.env.uid})
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if user_team_id:
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action_context['default_team_id'] = user_team_id
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action['context'] = action_context
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return action
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def _compute_dashboard_button_name(self):
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super(Team,self)._compute_dashboard_button_name()
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team_with_pipelines = self.filtered(lambda el: el.use_opportunities)
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team_with_pipelines.update({'dashboard_button_name': _("Pipeline")})
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def action_primary_channel_button(self):
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if self.use_opportunities:
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return self.env.ref('crm.crm_case_form_view_salesteams_opportunity').read()[0]
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return super(Team,self).action_primary_channel_button()
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def _graph_get_model(self):
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if self.use_opportunities:
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return 'crm.lead'
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return super(Team,self)._graph_get_model()
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def _graph_date_column(self):
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if self.use_opportunities:
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return 'create_date'
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return super(Team,self)._graph_date_column()
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def _graph_y_query(self):
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if self.use_opportunities:
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return 'count(*)'
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return super(Team,self)._graph_y_query()
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def _extra_sql_conditions(self):
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if self.use_opportunities:
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return "AND type LIKE 'opportunity'"
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return super(Team,self)._extra_sql_conditions()
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def _graph_title_and_key(self):
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if self.use_opportunities:
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return ['', _('New Opportunities')] # no more title
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return super(Team,self)._graph_title_and_key()
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