192 lines
8.6 KiB
Python
192 lines
8.6 KiB
Python
# -*- coding: utf-8 -*-
|
|
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
|
|
|
from dateutil.relativedelta import relativedelta
|
|
|
|
from odoo import api, fields, models, _
|
|
from odoo.tools.safe_eval import safe_eval
|
|
from odoo.exceptions import ValidationError
|
|
|
|
|
|
class Team(models.Model):
|
|
_name = 'crm.team'
|
|
_inherit = ['mail.alias.mixin', 'crm.team']
|
|
|
|
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.")
|
|
use_opportunities = fields.Boolean('Pipeline', help="Check this box to manage a presales process with opportunities.")
|
|
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.")
|
|
unassigned_leads_count = fields.Integer(
|
|
compute='_compute_unassigned_leads_count',
|
|
string='Unassigned Leads', readonly=True)
|
|
opportunities_count = fields.Integer(
|
|
compute='_compute_opportunities',
|
|
string='Number of open opportunities', readonly=True)
|
|
opportunities_amount = fields.Integer(
|
|
compute='_compute_opportunities',
|
|
string='Amount of quotations to invoice', readonly=True)
|
|
dashboard_graph_model = fields.Selection(selection_add=[('pipeline', 'Pipeline')])
|
|
|
|
def _compute_unassigned_leads_count(self):
|
|
leads_data = self.env['crm.lead'].read_group([
|
|
('team_id', 'in', self.ids),
|
|
('type', '=', 'lead'),
|
|
('user_id', '=', False),
|
|
], ['team_id'], ['team_id'])
|
|
counts = {datum['team_id'][0]: datum['team_id_count'] for datum in leads_data}
|
|
for team in self:
|
|
team.unassigned_leads_count = counts.get(team.id, 0)
|
|
|
|
def _compute_opportunities(self):
|
|
opportunity_data = self.env['crm.lead'].read_group([
|
|
('team_id', 'in', self.ids),
|
|
('probability', '<', 100),
|
|
('type', '=', 'opportunity'),
|
|
], ['planned_revenue', 'probability', 'team_id'], ['team_id'])
|
|
counts = {datum['team_id'][0]: datum['team_id_count'] for datum in opportunity_data}
|
|
amounts = {datum['team_id'][0]: (datum['planned_revenue'] * datum['probability'] / 100) for datum in opportunity_data}
|
|
for team in self:
|
|
team.opportunities_count = counts.get(team.id, 0)
|
|
team.opportunities_amount = amounts.get(team.id, 0)
|
|
|
|
def get_alias_model_name(self, vals):
|
|
return 'crm.lead'
|
|
|
|
def get_alias_values(self):
|
|
has_group_use_lead = self.env.user.has_group('crm.group_use_lead')
|
|
values = super(Team, self).get_alias_values()
|
|
values['alias_defaults'] = defaults = safe_eval(self.alias_defaults or "{}")
|
|
defaults['type'] = 'lead' if has_group_use_lead and self.use_leads else 'opportunity'
|
|
defaults['team_id'] = self.id
|
|
return values
|
|
|
|
@api.onchange('use_leads', 'use_opportunities')
|
|
def _onchange_use_leads_opportunities(self):
|
|
if not self.use_leads and not self.use_opportunities:
|
|
self.alias_name = False
|
|
if not self.use_opportunities and self.use_leads:
|
|
self.use_leads = False
|
|
|
|
@api.onchange('team_type')
|
|
def _onchange_team_type(self):
|
|
if self.team_type == 'sales':
|
|
self.use_opportunities = True
|
|
self.use_leads = lambda self: self.user_has_groups('crm.group_use_lead')
|
|
self.dashboard_graph_model = 'pipeline'
|
|
else:
|
|
self.use_opportunities = False
|
|
self.use_leads = False
|
|
return super(Team, self)._onchange_team_type()
|
|
|
|
@api.constrains('dashboard_graph_model', 'use_opportunities')
|
|
def _check_graph_model(self):
|
|
if not self.use_opportunities and self.dashboard_graph_model == 'pipeline':
|
|
raise ValidationError(_("Dashboard graph content cannot be Pipeline if the sales channel doesn't use it. (Pipeline is unchecked.)"))
|
|
|
|
@api.model
|
|
def create(self, vals):
|
|
generate_alias_name = self.env['ir.values'].get_default('sale.config.settings', 'generate_sales_team_alias')
|
|
if generate_alias_name and not vals.get('alias_name'):
|
|
vals['alias_name'] = vals.get('name')
|
|
return super(Team, self).create(vals)
|
|
|
|
@api.multi
|
|
def write(self, vals):
|
|
result = super(Team, self).write(vals)
|
|
if vals.get('use_leads') or vals.get('alias_defaults'):
|
|
for team in self:
|
|
team.alias_id.write(team.get_alias_values())
|
|
return result
|
|
|
|
#TODO JEM : refactor this stuff with xml action, proper customization,
|
|
@api.model
|
|
def action_your_pipeline(self):
|
|
action = self.env.ref('crm.crm_lead_opportunities_tree_view').read()[0]
|
|
user_team_id = self.env.user.sale_team_id.id
|
|
if not user_team_id:
|
|
user_team_id = self.search([], limit=1).id
|
|
action['help'] = """<p class='oe_view_nocontent_create'>Click here to add new opportunities</p><p>
|
|
Looks like you are not a member of a sales channel. You should add yourself
|
|
as a member of one of the sales channel.
|
|
</p>"""
|
|
if user_team_id:
|
|
action['help'] += "<p>As you don't belong to any sales channel, Odoo opens the first one by default.</p>"
|
|
|
|
action_context = safe_eval(action['context'], {'uid': self.env.uid})
|
|
if user_team_id:
|
|
action_context['default_team_id'] = user_team_id
|
|
|
|
tree_view_id = self.env.ref('crm.crm_case_tree_view_oppor').id
|
|
form_view_id = self.env.ref('crm.crm_case_form_view_oppor').id
|
|
kanb_view_id = self.env.ref('crm.crm_case_kanban_view_leads').id
|
|
action['views'] = [
|
|
[kanb_view_id, 'kanban'],
|
|
[tree_view_id, 'tree'],
|
|
[form_view_id, 'form'],
|
|
[False, 'graph'],
|
|
[False, 'calendar'],
|
|
[False, 'pivot']
|
|
]
|
|
action['context'] = action_context
|
|
return action
|
|
|
|
def _compute_dashboard_button_name(self):
|
|
opportunity_teams = self.filtered('use_opportunities')
|
|
opportunity_teams.update({'dashboard_button_name': _("Pipeline")})
|
|
super(Team, self - opportunity_teams)._compute_dashboard_button_name()
|
|
|
|
def action_primary_channel_button(self):
|
|
if self.use_opportunities:
|
|
action = self.env.ref('crm.crm_case_form_view_salesteams_opportunity').read()[0]
|
|
return action
|
|
return super(Team, self).action_primary_channel_button()
|
|
|
|
def _graph_get_dates(self, today):
|
|
""" return a coherent start and end date for the dashboard graph according to the graph settings.
|
|
"""
|
|
if self.dashboard_graph_model == 'pipeline':
|
|
if self.dashboard_graph_group == 'month':
|
|
start_date = today.replace(day=1)
|
|
elif self.dashboard_graph_group == 'week':
|
|
start_date = today - relativedelta(days=today.isocalendar()[2] - 1)
|
|
else:
|
|
start_date = today
|
|
|
|
if self.dashboard_graph_period == 'week':
|
|
end_date = today + relativedelta(weeks=1)
|
|
elif self.dashboard_graph_period == 'year':
|
|
end_date = today + relativedelta(years=1)
|
|
else:
|
|
end_date = today + relativedelta(months=1)
|
|
|
|
# we take the end of the preceding month/week/day if we group by month/week/day
|
|
# (to avoid having twice the same month/week/day from different years/month/week)
|
|
if self.dashboard_graph_group == 'month':
|
|
end_date = end_date.replace(day=1) - relativedelta(days=1)
|
|
elif self.dashboard_graph_group == 'week':
|
|
end_date -= relativedelta(days=end_date.isocalendar()[2])
|
|
else:
|
|
end_date -= relativedelta(days=1)
|
|
|
|
return [start_date, end_date]
|
|
return super(Team, self)._graph_get_dates(today)
|
|
|
|
def _graph_date_column(self):
|
|
if self.dashboard_graph_model == 'pipeline':
|
|
return 'date_deadline'
|
|
return super(Team, self)._graph_date_column()
|
|
|
|
def _graph_y_query(self):
|
|
if self.dashboard_graph_model == 'pipeline':
|
|
return 'SUM(expected_revenue)'
|
|
return super(Team, self)._graph_y_query()
|
|
|
|
def _graph_sql_table(self):
|
|
if self.dashboard_graph_model == 'pipeline':
|
|
return 'crm_opportunity_report'
|
|
return super(Team, self)._graph_sql_table()
|
|
|
|
def _graph_title_and_key(self):
|
|
if self.dashboard_graph_model == 'pipeline':
|
|
return ['', _('Expected Revenue')] # no more title
|
|
return super(Team, self)._graph_title_and_key()
|