Patrick Hoste
8066ab4348
PURPOSE Link field name with their content. SPECIFICATIONS This commit changes the field name "expected_revenue" into "prorated_revenue" and the field name "planned_revenue" into "expected_revenue". Indeed content of those fields evolved since their first naming. Their content is not what the field name indicates. Better rename those fields to understand code flow inside CRM. LINKS Task ID-2283052 odoo/odoo#54194 odoo/enterprise#12423 odoo/upgrade#1463
341 lines
15 KiB
Python
341 lines
15 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 datetime
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import werkzeug.urls
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from collections import OrderedDict
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from werkzeug.exceptions import NotFound
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from odoo import fields
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from odoo import http
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from odoo.http import request
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from odoo.addons.http_routing.models.ir_http import slug, unslug
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from odoo.addons.website.models.ir_http import sitemap_qs2dom
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from odoo.addons.portal.controllers.portal import CustomerPortal
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from odoo.addons.website_partner.controllers.main import WebsitePartnerPage
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from odoo.tools.translate import _
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class WebsiteAccount(CustomerPortal):
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def get_domain_my_lead(self, user):
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return [
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('partner_assigned_id', 'child_of', user.commercial_partner_id.id),
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('type', '=', 'lead')
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]
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def get_domain_my_opp(self, user):
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return [
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('partner_assigned_id', 'child_of', user.commercial_partner_id.id),
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('type', '=', 'opportunity')
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]
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def _prepare_home_portal_values(self):
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values = super(WebsiteAccount, self)._prepare_home_portal_values()
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lead_count = request.env['crm.lead'].search_count(self.get_domain_my_lead(request.env.user))
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opp_count = request.env['crm.lead'].search_count(self.get_domain_my_opp(request.env.user))
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values.update({
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'lead_count': lead_count,
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'opp_count': opp_count,
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})
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return values
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@http.route(['/my/leads', '/my/leads/page/<int:page>'], type='http', auth="user", website=True)
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def portal_my_leads(self, page=1, date_begin=None, date_end=None, sortby=None, **kw):
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values = self._prepare_portal_layout_values()
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CrmLead = request.env['crm.lead']
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domain = self.get_domain_my_lead(request.env.user)
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searchbar_sortings = {
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'date': {'label': _('Newest'), 'order': 'create_date desc'},
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'name': {'label': _('Name'), 'order': 'name'},
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'contact_name': {'label': _('Contact Name'), 'order': 'contact_name'},
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}
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# default sort by value
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if not sortby:
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sortby = 'date'
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order = searchbar_sortings[sortby]['order']
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# archive groups - Default Group By 'create_date'
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archive_groups = self._get_archive_groups('crm.lead', domain) if values.get('my_details') else []
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if date_begin and date_end:
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domain += [('create_date', '>', date_begin), ('create_date', '<=', date_end)]
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# pager
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lead_count = CrmLead.search_count(domain)
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pager = request.website.pager(
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url="/my/leads",
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url_args={'date_begin': date_begin, 'date_end': date_end, 'sortby': sortby},
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total=lead_count,
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page=page,
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step=self._items_per_page
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)
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# content according to pager and archive selected
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leads = CrmLead.search(domain, order=order, limit=self._items_per_page, offset=pager['offset'])
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values.update({
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'date': date_begin,
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'leads': leads,
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'page_name': 'lead',
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'archive_groups': archive_groups,
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'default_url': '/my/leads',
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'pager': pager,
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'searchbar_sortings': searchbar_sortings,
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'sortby': sortby,
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})
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return request.render("website_crm_partner_assign.portal_my_leads", values)
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@http.route(['/my/opportunities', '/my/opportunities/page/<int:page>'], type='http', auth="user", website=True)
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def portal_my_opportunities(self, page=1, date_begin=None, date_end=None, sortby=None, filterby=None, **kw):
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values = self._prepare_portal_layout_values()
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CrmLead = request.env['crm.lead']
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domain = self.get_domain_my_opp(request.env.user)
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today = fields.Date.today()
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this_week_end_date = fields.Date.to_string(fields.Date.from_string(today) + datetime.timedelta(days=7))
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searchbar_filters = {
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'all': {'label': _('Active'), 'domain': []},
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'today': {'label': _('Today Activities'), 'domain': [('activity_date_deadline', '=', today)]},
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'week': {'label': _('This Week Activities'),
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'domain': [('activity_date_deadline', '>=', today), ('activity_date_deadline', '<=', this_week_end_date)]},
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'overdue': {'label': _('Overdue Activities'), 'domain': [('activity_date_deadline', '<', today)]},
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'won': {'label': _('Won'), 'domain': [('stage_id.is_won', '=', True)]},
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'lost': {'label': _('Lost'), 'domain': [('active', '=', False), ('probability', '=', 0)]},
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}
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searchbar_sortings = {
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'date': {'label': _('Newest'), 'order': 'create_date desc'},
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'name': {'label': _('Name'), 'order': 'name'},
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'contact_name': {'label': _('Contact Name'), 'order': 'contact_name'},
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'revenue': {'label': _('Expected Revenue'), 'order': 'expected_revenue desc'},
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'probability': {'label': _('Probability'), 'order': 'probability desc'},
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'stage': {'label': _('Stage'), 'order': 'stage_id'},
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}
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# default sort by value
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if not sortby:
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sortby = 'date'
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order = searchbar_sortings[sortby]['order']
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# default filter by value
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if not filterby:
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filterby = 'all'
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domain += searchbar_filters[filterby]['domain']
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if filterby == 'lost':
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CrmLead = CrmLead.with_context(active_test=False)
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# archive groups - Default Group By 'create_date'
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archive_groups = self._get_archive_groups('crm.lead', domain) if values.get('my_details') else []
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if date_begin and date_end:
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domain += [('create_date', '>', date_begin), ('create_date', '<=', date_end)]
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# pager
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opp_count = CrmLead.search_count(domain)
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pager = request.website.pager(
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url="/my/opportunities",
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url_args={'date_begin': date_begin, 'date_end': date_end, 'sortby': sortby, 'filterby': filterby},
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total=opp_count,
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page=page,
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step=self._items_per_page
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)
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# content according to pager and archive selected
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opportunities = CrmLead.search(domain, order=order, limit=self._items_per_page, offset=pager['offset'])
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values.update({
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'date': date_begin,
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'opportunities': opportunities,
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'page_name': 'opportunity',
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'archive_groups': archive_groups,
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'default_url': '/my/opportunities',
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'pager': pager,
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'searchbar_sortings': searchbar_sortings,
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'sortby': sortby,
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'searchbar_filters': OrderedDict(sorted(searchbar_filters.items())),
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'filterby': filterby,
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})
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return request.render("website_crm_partner_assign.portal_my_opportunities", values)
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@http.route(['''/my/lead/<model('crm.lead', "[('type','=', 'lead')]"):lead>'''], type='http', auth="user", website=True)
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def portal_my_lead(self, lead, **kw):
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if lead.type != 'lead':
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raise NotFound()
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return request.render("website_crm_partner_assign.portal_my_lead", {'lead': lead})
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@http.route(['''/my/opportunity/<model('crm.lead', "[('type','=', 'opportunity')]"):opp>'''], type='http', auth="user", website=True)
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def portal_my_opportunity(self, opp, **kw):
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if opp.type != 'opportunity':
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raise NotFound()
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return request.render(
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"website_crm_partner_assign.portal_my_opportunity", {
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'opportunity': opp,
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'user_activity': opp.sudo().activity_ids.filtered(lambda activity: activity.user_id == request.env.user)[:1],
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'stages': request.env['crm.stage'].search([('is_won', '!=', True)], order='sequence desc, name desc, id desc'),
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'activity_types': request.env['mail.activity.type'].sudo().search([]),
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'states': request.env['res.country.state'].sudo().search([]),
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'countries': request.env['res.country'].sudo().search([]),
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})
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class WebsiteCrmPartnerAssign(WebsitePartnerPage):
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_references_per_page = 40
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def sitemap_partners(env, rule, qs):
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if not qs or qs.lower() in '/partners':
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yield {'loc': '/partners'}
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Grade = env['res.partner.grade']
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dom = [('website_published', '=', True)]
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dom += sitemap_qs2dom(qs=qs, route='/partners/grade/', field=Grade._rec_name)
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for grade in env['res.partner.grade'].search(dom):
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loc = '/partners/grade/%s' % slug(grade)
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if not qs or qs.lower() in loc:
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yield {'loc': loc}
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partners_dom = [('is_company', '=', True), ('grade_id', '!=', False), ('website_published', '=', True),
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('grade_id.website_published', '=', True), ('country_id', '!=', False)]
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dom += sitemap_qs2dom(qs=qs, route='/partners/country/')
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countries = env['res.partner'].sudo().read_group(partners_dom, fields=['id', 'country_id'], groupby='country_id')
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for country in countries:
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loc = '/partners/country/%s' % slug(country['country_id'])
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if not qs or qs.lower() in loc:
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yield {'loc': loc}
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@http.route([
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'/partners',
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'/partners/page/<int:page>',
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'/partners/grade/<model("res.partner.grade"):grade>',
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'/partners/grade/<model("res.partner.grade"):grade>/page/<int:page>',
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'/partners/country/<model("res.country"):country>',
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'/partners/country/<model("res.country"):country>/page/<int:page>',
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'/partners/grade/<model("res.partner.grade"):grade>/country/<model("res.country"):country>',
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'/partners/grade/<model("res.partner.grade"):grade>/country/<model("res.country"):country>/page/<int:page>',
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], type='http', auth="public", website=True, sitemap=sitemap_partners)
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def partners(self, country=None, grade=None, page=0, **post):
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country_all = post.pop('country_all', False)
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partner_obj = request.env['res.partner']
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country_obj = request.env['res.country']
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search = post.get('search', '')
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base_partner_domain = [('is_company', '=', True), ('grade_id', '!=', False), ('website_published', '=', True)]
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if not request.env['res.users'].has_group('website.group_website_publisher'):
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base_partner_domain += [('grade_id.website_published', '=', True)]
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if search:
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base_partner_domain += ['|', ('name', 'ilike', search), ('website_description', 'ilike', search)]
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# group by grade
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grade_domain = list(base_partner_domain)
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if not country and not country_all:
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country_code = request.session['geoip'].get('country_code')
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if country_code:
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country = country_obj.search([('code', '=', country_code)], limit=1)
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if country:
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grade_domain += [('country_id', '=', country.id)]
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grades = partner_obj.sudo().read_group(
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grade_domain, ["id", "grade_id"],
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groupby="grade_id")
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grades_partners = partner_obj.sudo().search_count(grade_domain)
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# flag active grade
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for grade_dict in grades:
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grade_dict['active'] = grade and grade_dict['grade_id'][0] == grade.id
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grades.insert(0, {
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'grade_id_count': grades_partners,
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'grade_id': (0, _("All Categories")),
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'active': bool(grade is None),
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})
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# group by country
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country_domain = list(base_partner_domain)
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if grade:
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country_domain += [('grade_id', '=', grade.id)]
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countries = partner_obj.sudo().read_group(
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country_domain, ["id", "country_id"],
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groupby="country_id", orderby="country_id")
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countries_partners = partner_obj.sudo().search_count(country_domain)
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# flag active country
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for country_dict in countries:
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country_dict['active'] = country and country_dict['country_id'] and country_dict['country_id'][0] == country.id
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countries.insert(0, {
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'country_id_count': countries_partners,
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'country_id': (0, _("All Countries")),
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'active': bool(country is None),
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})
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# current search
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if grade:
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base_partner_domain += [('grade_id', '=', grade.id)]
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if country:
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base_partner_domain += [('country_id', '=', country.id)]
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# format pager
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if grade and not country:
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url = '/partners/grade/' + slug(grade)
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elif country and not grade:
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url = '/partners/country/' + slug(country)
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elif country and grade:
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url = '/partners/grade/' + slug(grade) + '/country/' + slug(country)
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else:
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url = '/partners'
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url_args = {}
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if search:
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url_args['search'] = search
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if country_all:
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url_args['country_all'] = True
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partner_count = partner_obj.sudo().search_count(base_partner_domain)
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pager = request.website.pager(
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url=url, total=partner_count, page=page, step=self._references_per_page, scope=7,
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url_args=url_args)
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# search partners matching current search parameters
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partner_ids = partner_obj.sudo().search(
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base_partner_domain, order="grade_sequence ASC, implemented_count DESC, display_name ASC, id ASC",
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offset=pager['offset'], limit=self._references_per_page)
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partners = partner_ids.sudo()
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google_map_partner_ids = ','.join(str(p.id) for p in partners)
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google_maps_api_key = request.website.google_maps_api_key
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values = {
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'countries': countries,
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'country_all': country_all,
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'current_country': country,
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'grades': grades,
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'current_grade': grade,
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'partners': partners,
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'google_map_partner_ids': google_map_partner_ids,
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'pager': pager,
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'searches': post,
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'search_path': "%s" % werkzeug.urls.url_encode(post),
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'google_maps_api_key': google_maps_api_key,
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}
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return request.render("website_crm_partner_assign.index", values, status=partners and 200 or 404)
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# Do not use semantic controller due to sudo()
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@http.route(['/partners/<partner_id>'], type='http', auth="public", website=True)
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def partners_detail(self, partner_id, **post):
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_, partner_id = unslug(partner_id)
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current_grade, current_country = None, None
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grade_id = post.get('grade_id')
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country_id = post.get('country_id')
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if grade_id:
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current_grade = request.env['res.partner.grade'].browse(int(grade_id)).exists()
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if country_id:
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current_country = request.env['res.country'].browse(int(country_id)).exists()
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if partner_id:
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partner = request.env['res.partner'].sudo().browse(partner_id)
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is_website_publisher = request.env['res.users'].has_group('website.group_website_publisher')
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if partner.exists() and (partner.website_published or is_website_publisher):
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values = {
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'main_object': partner,
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'partner': partner,
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'current_grade': current_grade,
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'current_country': current_country
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}
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return request.render("website_crm_partner_assign.partner", values)
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return self.partners(**post)
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