Dharmraj Jhala
aaa1f6c237
Whenever when change the 'Leads' of 'Pipeline' boolean field on sales team, it should also update the linked alias. Mainly, if 'Lead' is checked, the 'Default Values' on the alias should also be updated. It used to work before a recent refactoring (see commit [1] and [2] for more information). This commit adapts the changes done in refacotring and updates the alias values while updating the sales team. [1] - https://github.com/odoo/odoo/commit/7cfd364db54e88970ef51c798df3bd4df44222b3 [2] - https://github.com/odoo/odoo/commit/186cfb5ebd35d572d0f635cd7975de7cff0d1055 TaskId - 2357573 closes odoo/odoo#60008 X-original-commit: 0669ee36e195e8e0f98131219b59fcc5cba4cea7 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
184 lines
8.5 KiB
Python
184 lines
8.5 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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import ast
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import datetime
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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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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(
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'mail.alias', string='Alias', ondelete="restrict", required=True,
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help="The email address associated with this channel. New emails received will automatically create new leads assigned to the channel.")
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# statistics about leads / opportunities / both
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lead_unassigned_count = fields.Integer(
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string='# Unassigned Leads', compute='_compute_lead_unassigned_count')
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lead_all_assigned_month_count = fields.Integer(
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string='# Leads/Opps assigned this month', compute='_compute_lead_all_assigned_month_count',
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help="Number of leads and opportunities assigned this last month.")
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opportunities_count = fields.Integer(
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string='# Opportunities', compute='_compute_opportunities_data')
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opportunities_amount = fields.Monetary(
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string='Opportunities Revenues', compute='_compute_opportunities_data')
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opportunities_overdue_count = fields.Integer(
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string='# Overdue Opportunities', compute='_compute_opportunities_overdue_data')
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opportunities_overdue_amount = fields.Monetary(
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string='Overdue Opportunities Revenues', compute='_compute_opportunities_overdue_data',)
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# alias: improve fields coming from _inherits, use inherited to avoid replacing them
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alias_user_id = fields.Many2one(
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'res.users', related='alias_id.alias_user_id', inherited=True,
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domain=lambda self: [('groups_id', 'in', self.env.ref('sales_team.group_sale_salesman_all_leads').id)])
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def _compute_lead_unassigned_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.lead_unassigned_count = counts.get(team.id, 0)
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def _compute_lead_all_assigned_month_count(self):
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limit_date = datetime.datetime.now() - datetime.timedelta(days=30)
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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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('date_open', '>=', fields.Datetime.to_string(limit_date)),
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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.lead_all_assigned_month_count = counts.get(team.id, 0)
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def _compute_opportunities_data(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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], ['expected_revenue:sum', '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['expected_revenue'] for datum in opportunity_data}
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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_opportunities_overdue_data(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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], ['expected_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['expected_revenue']) for datum in opportunity_data}
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for team in self:
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team.opportunities_overdue_count = counts.get(team.id, 0)
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team.opportunities_overdue_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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# ------------------------------------------------------------
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# ORM
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# ------------------------------------------------------------
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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 'use_opportunities' in vals:
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for team in self:
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alias_vals = team._alias_get_creation_values()
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team.write({
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'alias_name': alias_vals.get('alias_name', team.alias_name),
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'alias_defaults': alias_vals.get('alias_defaults'),
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})
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return result
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# ------------------------------------------------------------
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# MESSAGING
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# ------------------------------------------------------------
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def _alias_get_creation_values(self):
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values = super(Team, self)._alias_get_creation_values()
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values['alias_model_id'] = self.env['ir.model']._get('crm.lead').id
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if self.id:
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if not self.use_leads and not self.use_opportunities:
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values['alias_name'] = False
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values['alias_defaults'] = defaults = ast.literal_eval(self.alias_defaults or "{}")
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has_group_use_lead = self.env.user.has_group('crm.group_use_lead')
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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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# ------------------------------------------------------------
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# ACTIONS
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# ------------------------------------------------------------
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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["ir.actions.actions"]._for_xml_id("crm.crm_lead_action_pipeline")
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user_team_id = self.env.user.sale_team_id.id
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if user_team_id:
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# To ensure that the team is readable in multi company
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user_team_id = self.search([('id', '=', user_team_id)], limit=1).id
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else:
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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["ir.actions.actions"]._for_xml_id("crm.crm_case_form_view_salesteams_opportunity")
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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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