1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
|
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
import ast
import datetime
from odoo import api, fields, models, _
from odoo.tools.safe_eval import safe_eval
class Team(models.Model):
_name = 'crm.team'
_inherit = ['mail.alias.mixin', 'crm.team']
_description = 'Sales 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', default=True, 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.")
# statistics about leads / opportunities / both
lead_unassigned_count = fields.Integer(
string='# Unassigned Leads', compute='_compute_lead_unassigned_count')
lead_all_assigned_month_count = fields.Integer(
string='# Leads/Opps assigned this month', compute='_compute_lead_all_assigned_month_count',
help="Number of leads and opportunities assigned this last month.")
opportunities_count = fields.Integer(
string='# Opportunities', compute='_compute_opportunities_data')
opportunities_amount = fields.Monetary(
string='Opportunities Revenues', compute='_compute_opportunities_data')
opportunities_overdue_count = fields.Integer(
string='# Overdue Opportunities', compute='_compute_opportunities_overdue_data')
opportunities_overdue_amount = fields.Monetary(
string='Overdue Opportunities Revenues', compute='_compute_opportunities_overdue_data',)
# alias: improve fields coming from _inherits, use inherited to avoid replacing them
alias_user_id = fields.Many2one(
'res.users', related='alias_id.alias_user_id', inherited=True,
domain=lambda self: [('groups_id', 'in', self.env.ref('sales_team.group_sale_salesman_all_leads').id)])
def _compute_lead_unassigned_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.lead_unassigned_count = counts.get(team.id, 0)
def _compute_lead_all_assigned_month_count(self):
limit_date = datetime.datetime.now() - datetime.timedelta(days=30)
leads_data = self.env['crm.lead'].read_group([
('team_id', 'in', self.ids),
('date_open', '>=', fields.Datetime.to_string(limit_date)),
('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.lead_all_assigned_month_count = counts.get(team.id, 0)
def _compute_opportunities_data(self):
opportunity_data = self.env['crm.lead'].read_group([
('team_id', 'in', self.ids),
('probability', '<', 100),
('type', '=', 'opportunity'),
], ['expected_revenue:sum', 'team_id'], ['team_id'])
counts = {datum['team_id'][0]: datum['team_id_count'] for datum in opportunity_data}
amounts = {datum['team_id'][0]: datum['expected_revenue'] 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 _compute_opportunities_overdue_data(self):
opportunity_data = self.env['crm.lead'].read_group([
('team_id', 'in', self.ids),
('probability', '<', 100),
('type', '=', 'opportunity'),
('date_deadline', '<', fields.Date.to_string(fields.Datetime.now()))
], ['expected_revenue', 'team_id'], ['team_id'])
counts = {datum['team_id'][0]: datum['team_id_count'] for datum in opportunity_data}
amounts = {datum['team_id'][0]: (datum['expected_revenue']) for datum in opportunity_data}
for team in self:
team.opportunities_overdue_count = counts.get(team.id, 0)
team.opportunities_overdue_amount = amounts.get(team.id, 0)
@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
# ------------------------------------------------------------
# ORM
# ------------------------------------------------------------
def write(self, vals):
result = super(Team, self).write(vals)
if 'use_leads' in vals or 'use_opportunities' in vals:
for team in self:
alias_vals = team._alias_get_creation_values()
team.write({
'alias_name': alias_vals.get('alias_name', team.alias_name),
'alias_defaults': alias_vals.get('alias_defaults'),
})
return result
# ------------------------------------------------------------
# MESSAGING
# ------------------------------------------------------------
def _alias_get_creation_values(self):
values = super(Team, self)._alias_get_creation_values()
values['alias_model_id'] = self.env['ir.model']._get('crm.lead').id
if self.id:
if not self.use_leads and not self.use_opportunities:
values['alias_name'] = False
values['alias_defaults'] = defaults = ast.literal_eval(self.alias_defaults or "{}")
has_group_use_lead = self.env.user.has_group('crm.group_use_lead')
defaults['type'] = 'lead' if has_group_use_lead and self.use_leads else 'opportunity'
defaults['team_id'] = self.id
return values
# ------------------------------------------------------------
# ACTIONS
# ------------------------------------------------------------
#TODO JEM : refactor this stuff with xml action, proper customization,
@api.model
def action_your_pipeline(self):
action = self.env["ir.actions.actions"]._for_xml_id("crm.crm_lead_action_pipeline")
user_team_id = self.env.user.sale_team_id.id
if user_team_id:
# To ensure that the team is readable in multi company
user_team_id = self.search([('id', '=', user_team_id)], limit=1).id
else:
user_team_id = self.search([], limit=1).id
action['help'] = _("""<p class='o_view_nocontent_smiling_face'>Add new opportunities</p><p>
Looks like you are not a member of a Sales Team. You should add yourself
as a member of one of the Sales Team.
</p>""")
if user_team_id:
action['help'] += _("<p>As you don't belong to any Sales Team, 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
action['context'] = action_context
return action
def _compute_dashboard_button_name(self):
super(Team, self)._compute_dashboard_button_name()
team_with_pipelines = self.filtered(lambda el: el.use_opportunities)
team_with_pipelines.update({'dashboard_button_name': _("Pipeline")})
def action_primary_channel_button(self):
if self.use_opportunities:
return self.env["ir.actions.actions"]._for_xml_id("crm.crm_case_form_view_salesteams_opportunity")
return super(Team,self).action_primary_channel_button()
def _graph_get_model(self):
if self.use_opportunities:
return 'crm.lead'
return super(Team,self)._graph_get_model()
def _graph_date_column(self):
if self.use_opportunities:
return 'create_date'
return super(Team,self)._graph_date_column()
def _graph_y_query(self):
if self.use_opportunities:
return 'count(*)'
return super(Team,self)._graph_y_query()
def _extra_sql_conditions(self):
if self.use_opportunities:
return "AND type LIKE 'opportunity'"
return super(Team,self)._extra_sql_conditions()
def _graph_title_and_key(self):
if self.use_opportunities:
return ['', _('New Opportunities')] # no more title
return super(Team,self)._graph_title_and_key()
|
