Files
odoo_source/addons/crm/models/res_config_settings.py
T
Thibault Delavallée ebbece6d55 [IMP] crm: synchronize teams use_lead and alias with setting
PURPOSE

Remove the alias setting option because it is a weird and hackish way to
proceed. We would prefer users to configure their alias through sales teams.
Improve alias configuration on teams.

SPECIFICATIONS

When changing "use leads" from CRM settings automatically regenerate apply this
option to all sales teams using opportunities. When de-activating it no team
should have this option activated as menus and options are hidden. When
activating it we consider that all teams should be upgraded by default.

LINKS

Task ID-2414079
COM PR odoo/odoo#63160
UPG PR odoo/upgrade#2017
2021-01-05 11:15:27 +00:00

75 lines
4.7 KiB
Python

# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo import api, fields, models
class ResConfigSettings(models.TransientModel):
_inherit = 'res.config.settings'
group_use_lead = fields.Boolean(string="Leads", implied_group='crm.group_use_lead')
group_use_recurring_revenues = fields.Boolean(string="Recurring Revenues", implied_group='crm.group_use_recurring_revenues')
module_crm_iap_lead = fields.Boolean("Generate new leads based on their country, industries, size, etc.")
module_crm_iap_lead_website = fields.Boolean("Create Leads/Opportunities from your website's traffic")
module_crm_iap_lead_enrich = fields.Boolean("Enrich your leads automatically with company data based on their email address.")
module_mail_client_extension = fields.Boolean("See and manage users, companies, and leads from our mail client extensions.")
lead_enrich_auto = fields.Selection([
('manual', 'Enrich leads on demand only'),
('auto', 'Enrich all leads automatically'),
], string='Enrich lead automatically', default='manual', config_parameter='crm.iap.lead.enrich.setting')
lead_mining_in_pipeline = fields.Boolean("Create a lead mining request directly from the opportunity pipeline.", config_parameter='crm.lead_mining_in_pipeline')
predictive_lead_scoring_start_date = fields.Date(string='Lead Scoring Starting Date', compute="_compute_pls_start_date", inverse="_inverse_pls_start_date_str")
predictive_lead_scoring_start_date_str = fields.Char(string='Lead Scoring Starting Date in String', config_parameter='crm.pls_start_date')
predictive_lead_scoring_fields = fields.Many2many('crm.lead.scoring.frequency.field', string='Lead Scoring Frequency Fields', compute="_compute_pls_fields", inverse="_inverse_pls_fields_str")
predictive_lead_scoring_fields_str = fields.Char(string='Lead Scoring Frequency Fields in String', config_parameter='crm.pls_fields')
@api.depends('predictive_lead_scoring_fields_str')
def _compute_pls_fields(self):
""" As config_parameters does not accept m2m field,
we get the fields back from the Char config field, to ease the configuration in config panel """
for setting in self:
if setting.predictive_lead_scoring_fields_str:
names = setting.predictive_lead_scoring_fields_str.split(',')
fields = self.env['ir.model.fields'].search([('name', 'in', names), ('model', '=', 'crm.lead')])
setting.predictive_lead_scoring_fields = self.env['crm.lead.scoring.frequency.field'].search([('field_id', 'in', fields.ids)])
else:
setting.predictive_lead_scoring_fields = None
def _inverse_pls_fields_str(self):
""" As config_parameters does not accept m2m field,
we store the fields with a comma separated string into a Char config field """
for setting in self:
if setting.predictive_lead_scoring_fields:
setting.predictive_lead_scoring_fields_str = ','.join(setting.predictive_lead_scoring_fields.mapped('field_id.name'))
else:
setting.predictive_lead_scoring_fields_str = ''
@api.depends('predictive_lead_scoring_start_date_str')
def _compute_pls_start_date(self):
""" As config_parameters does not accept Date field,
we get the date back from the Char config field, to ease the configuration in config panel """
for setting in self:
setting.predictive_lead_scoring_start_date = fields.Date.to_date(setting.predictive_lead_scoring_start_date_str)
def _inverse_pls_start_date_str(self):
""" As config_parameters does not accept Date field,
we store the date formated string into a Char config field """
for setting in self:
if setting.predictive_lead_scoring_start_date:
setting.predictive_lead_scoring_start_date_str = fields.Date.to_string(setting.predictive_lead_scoring_start_date)
def set_values(self):
group_lead_before = self.env.ref('crm.group_use_lead') in self.env.user.groups_id
super(ResConfigSettings, self).set_values()
group_lead_after = self.env.ref('crm.group_use_lead') in self.env.user.groups_id
if group_lead_before != group_lead_after:
teams = self.env['crm.team'].search([])
teams.filtered('use_opportunities').use_leads = group_lead_after
for team in teams:
team.alias_id.write(team._alias_get_creation_values())
# ACTIONS
def action_reset_lead_probabilities(self):
if self.env.user._is_admin():
self.env['crm.lead'].sudo()._cron_update_automated_probabilities()