mirror of
https://github.com/bringout/oca-ocb-sale.git
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Initial commit: Sale packages
This commit is contained in:
Ernad Husremovic
commit
14e3d26998
6469 changed files with 2479670 additions and 0 deletions
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from . import crm_team_member
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from . import crm_team
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from . import crm_tag
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from . import res_partner
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from . import res_users
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from random import randint
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from odoo import fields, models
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class Tag(models.Model):
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_name = "crm.tag"
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_description = "CRM Tag"
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def _get_default_color(self):
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return randint(1, 11)
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name = fields.Char('Tag Name', required=True, translate=True)
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color = fields.Integer('Color', default=_get_default_color)
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_sql_constraints = [
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('name_uniq', 'unique (name)', "Tag name already exists !"),
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]
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396
odoo-bringout-oca-ocb-sales_team/sales_team/models/crm_team.py
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396
odoo-bringout-oca-ocb-sales_team/sales_team/models/crm_team.py
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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import json
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import random
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from babel.dates import format_date
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from datetime import date
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from dateutil.relativedelta import relativedelta
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from odoo import api, fields, models, _
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from odoo.exceptions import UserError
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from odoo.release import version
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class CrmTeam(models.Model):
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_name = "crm.team"
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_inherit = ['mail.thread']
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_description = "Sales Team"
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_order = "sequence ASC, create_date DESC, id DESC"
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_check_company_auto = True
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def _get_default_team_id(self, user_id=None, domain=None):
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""" Compute default team id for sales related documents. Note that this
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method is not called by default_get as it takes some additional
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parameters and is meant to be called by other default methods.
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Heuristic (when multiple match: take from default context value or first
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sequence ordered)
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1- any of my teams (member OR responsible) matching domain, either from
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context or based on _order;
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2- any of my teams (member OR responsible), either from context or based
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on _order;
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3- default from context
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4- any team matching my company and domain (based on company rule)
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5- any team matching my company (based on company rule)
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Note: ResPartner.team_id field is explicitly not taken into account. We
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think this field causes a lot of noises compared to its added value.
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Think notably: team not in responsible teams, team company not matching
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responsible or lead company, asked domain not matching, ...
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:param user_id: salesperson to target, fallback on env.uid;
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:domain: optional domain to filter teams (like use_lead = True);
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"""
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if user_id is None:
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user = self.env.user
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else:
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user = self.env['res.users'].sudo().browse(user_id)
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default_team = self.env['crm.team'].browse(
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self.env.context['default_team_id']
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) if self.env.context.get('default_team_id') else self.env['crm.team']
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valid_cids = [False] + [c for c in user.company_ids.ids if c in self.env.companies.ids]
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# 1- find in user memberships - note that if current user in C1 searches
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# for team belonging to a user in C1/C2 -> only results for C1 will be returned
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team = self.env['crm.team']
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teams = self.env['crm.team'].search([
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('company_id', 'in', valid_cids),
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'|', ('user_id', '=', user.id), ('member_ids', 'in', [user.id])
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])
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if teams and domain:
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filtered_teams = teams.filtered_domain(domain)
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if default_team and default_team in filtered_teams:
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team = default_team
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else:
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team = filtered_teams[:1]
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# 2- any of my teams
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if not team:
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if default_team and default_team in teams:
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team = default_team
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else:
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team = teams[:1]
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# 3- default: context
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if not team and default_team:
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team = default_team
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if not team:
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teams = self.env['crm.team'].search([('company_id', 'in', valid_cids)])
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# 4- default: based on company rule, first one matching domain
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if teams and domain:
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team = teams.filtered_domain(domain)[:1]
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# 5- default: based on company rule, first one
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if not team:
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team = teams[:1]
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return team
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def _get_default_favorite_user_ids(self):
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return [(6, 0, [self.env.uid])]
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# description
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name = fields.Char('Sales Team', required=True, translate=True)
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sequence = fields.Integer('Sequence', default=10)
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active = fields.Boolean(default=True, help="If the active field is set to false, it will allow you to hide the Sales Team without removing it.")
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company_id = fields.Many2one(
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'res.company', string='Company', index=True,
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default=lambda self: self.env.company)
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currency_id = fields.Many2one(
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"res.currency", string="Currency",
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related='company_id.currency_id', readonly=True)
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user_id = fields.Many2one('res.users', string='Team Leader', check_company=True)
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# memberships
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is_membership_multi = fields.Boolean(
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'Multiple Memberships Allowed', compute='_compute_is_membership_multi',
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help='If True, users may belong to several sales teams. Otherwise membership is limited to a single sales team.')
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member_ids = fields.Many2many(
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'res.users', string='Salespersons',
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domain="['&', ('share', '=', False), ('company_ids', 'in', member_company_ids)]",
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compute='_compute_member_ids', inverse='_inverse_member_ids', search='_search_member_ids',
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help="Users assigned to this team.")
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member_company_ids = fields.Many2many(
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'res.company', compute='_compute_member_company_ids',
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help='UX: Limit to team company or all if no company')
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member_warning = fields.Text('Membership Issue Warning', compute='_compute_member_warning')
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crm_team_member_ids = fields.One2many(
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'crm.team.member', 'crm_team_id', string='Sales Team Members',
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context={'active_test': True},
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help="Add members to automatically assign their documents to this sales team.")
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crm_team_member_all_ids = fields.One2many(
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'crm.team.member', 'crm_team_id', string='Sales Team Members (incl. inactive)',
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context={'active_test': False})
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# UX options
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color = fields.Integer(string='Color Index', help="The color of the channel")
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favorite_user_ids = fields.Many2many(
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'res.users', 'team_favorite_user_rel', 'team_id', 'user_id',
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string='Favorite Members', default=_get_default_favorite_user_ids)
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is_favorite = fields.Boolean(
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string='Show on dashboard', compute='_compute_is_favorite', inverse='_inverse_is_favorite',
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help="Favorite teams to display them in the dashboard and access them easily.")
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dashboard_button_name = fields.Char(string="Dashboard Button", compute='_compute_dashboard_button_name')
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dashboard_graph_data = fields.Text(compute='_compute_dashboard_graph')
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@api.depends('sequence') # TDE FIXME: force compute in new mode
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def _compute_is_membership_multi(self):
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multi_enabled = self.env['ir.config_parameter'].sudo().get_param('sales_team.membership_multi', False)
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self.is_membership_multi = multi_enabled
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@api.depends('crm_team_member_ids.active')
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def _compute_member_ids(self):
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for team in self:
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team.member_ids = team.crm_team_member_ids.user_id
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def _inverse_member_ids(self):
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for team in self:
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# pre-save value to avoid having _compute_member_ids interfering
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# while building membership status
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memberships = team.crm_team_member_ids
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users_current = team.member_ids
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users_new = users_current - memberships.user_id
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# add missing memberships
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self.env['crm.team.member'].create([{'crm_team_id': team.id, 'user_id': user.id} for user in users_new])
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# activate or deactivate other memberships depending on members
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for membership in memberships:
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membership.active = membership.user_id in users_current
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@api.depends('is_membership_multi', 'member_ids')
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def _compute_member_warning(self):
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""" Display a warning message to warn user they are about to archive
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other memberships. Only valid in mono-membership mode and take into
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account only active memberships as we may keep several archived
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memberships. """
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self.member_warning = False
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if all(team.is_membership_multi for team in self):
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return
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# done in a loop, but to be used in form view only -> not optimized
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for team in self:
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member_warning = False
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other_memberships = self.env['crm.team.member'].search([
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('crm_team_id', '!=', team.id if team.ids else False), # handle NewID
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('user_id', 'in', team.member_ids.ids)
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])
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if other_memberships and len(other_memberships) == 1:
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member_warning = _("Adding %(user_name)s in this team would remove him/her from its current team %(team_name)s.",
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user_name=other_memberships.user_id.name,
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team_name=other_memberships.crm_team_id.name
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)
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elif other_memberships:
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member_warning = _("Adding %(user_names)s in this team would remove them from their current teams (%(team_names)s).",
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user_names=", ".join(other_memberships.mapped('user_id.name')),
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team_names=", ".join(other_memberships.mapped('crm_team_id.name'))
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)
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if member_warning:
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team.member_warning = member_warning + " " + _("To add a Salesperson into multiple Teams, activate the Multi-Team option in settings.")
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def _search_member_ids(self, operator, value):
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return [('crm_team_member_ids.user_id', operator, value)]
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# 'name' should not be in the trigger, but as 'company_id' is possibly not present in the view
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# because it depends on the multi-company group, we use it as fake trigger to force computation
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@api.depends('company_id', 'name')
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def _compute_member_company_ids(self):
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""" Available companies for members. Either team company if set, either
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any company if not set on team. """
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all_companies = self.env['res.company'].search([])
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for team in self:
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team.member_company_ids = team.company_id or all_companies
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def _compute_is_favorite(self):
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for team in self:
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team.is_favorite = self.env.user in team.favorite_user_ids
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def _inverse_is_favorite(self):
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sudoed_self = self.sudo()
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to_fav = sudoed_self.filtered(lambda team: self.env.user not in team.favorite_user_ids)
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to_fav.write({'favorite_user_ids': [(4, self.env.uid)]})
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(sudoed_self - to_fav).write({'favorite_user_ids': [(3, self.env.uid)]})
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return True
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def _compute_dashboard_button_name(self):
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""" Sets the adequate dashboard button name depending on the Sales Team's options
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"""
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for team in self:
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team.dashboard_button_name = _("Big Pretty Button :)") # placeholder
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def _compute_dashboard_graph(self):
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for team in self:
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team.dashboard_graph_data = json.dumps(team._get_dashboard_graph_data())
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# ------------------------------------------------------------
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# CRUD
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# ------------------------------------------------------------
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@api.model_create_multi
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def create(self, vals_list):
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teams = super(CrmTeam, self.with_context(mail_create_nosubscribe=True)).create(vals_list)
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teams.filtered(lambda t: t.member_ids)._add_members_to_favorites()
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return teams
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def write(self, values):
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res = super(CrmTeam, self).write(values)
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# manually launch company sanity check
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if values.get('company_id'):
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self.crm_team_member_ids._check_company(fnames=['crm_team_id'])
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if values.get('member_ids'):
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self._add_members_to_favorites()
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return res
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@api.ondelete(at_uninstall=False)
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def _unlink_except_default(self):
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default_teams = [
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self.env.ref('sales_team.salesteam_website_sales'),
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self.env.ref('sales_team.pos_sales_team'),
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self.env.ref('sales_team.ebay_sales_team')
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]
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for team in self:
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if team in default_teams:
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raise UserError(_('Cannot delete default team "%s"', team.name))
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# ------------------------------------------------------------
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# ACTIONS
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# ------------------------------------------------------------
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def action_primary_channel_button(self):
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""" Skeleton function to be overloaded It will return the adequate action
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depending on the Sales Team's options. """
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return False
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# ------------------------------------------------------------
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# TOOLS
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# ------------------------------------------------------------
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def _add_members_to_favorites(self):
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for team in self:
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team.favorite_user_ids = [(4, member.id) for member in team.member_ids]
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# ------------------------------------------------------------
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# GRAPH
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# ------------------------------------------------------------
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def _graph_get_model(self):
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""" skeleton function defined here because it'll be called by crm and/or sale
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"""
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raise UserError(_('Undefined graph model for Sales Team: %s', self.name))
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def _graph_get_dates(self, today):
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""" return a coherent start and end date for the dashboard graph covering a month period grouped by week.
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"""
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start_date = today - relativedelta(months=1)
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# we take the start of the following week if we group by week
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# (to avoid having twice the same week from different month)
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start_date += relativedelta(days=8 - start_date.isocalendar()[2])
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return [start_date, today]
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def _graph_date_column(self):
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return 'create_date'
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def _graph_get_table(self, GraphModel):
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return GraphModel._table
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def _graph_x_query(self):
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return 'EXTRACT(WEEK FROM %s)' % self._graph_date_column()
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def _graph_y_query(self):
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raise UserError(_('Undefined graph model for Sales Team: %s', self.name))
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def _extra_sql_conditions(self):
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return ''
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def _graph_title_and_key(self):
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""" Returns an array containing the appropriate graph title and key respectively.
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The key is for lineCharts, to have the on-hover label.
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"""
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return ['', '']
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def _graph_data(self, start_date, end_date):
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""" return format should be an iterable of dicts that contain {'x_value': ..., 'y_value': ...}
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x_values should be weeks.
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y_values are floats.
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"""
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query = """SELECT %(x_query)s as x_value, %(y_query)s as y_value
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FROM %(table)s
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||||
WHERE team_id = %(team_id)s
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||||
AND DATE(%(date_column)s) >= %(start_date)s
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||||
AND DATE(%(date_column)s) <= %(end_date)s
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||||
%(extra_conditions)s
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||||
GROUP BY x_value;"""
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|
||||
# apply rules
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||||
dashboard_graph_model = self._graph_get_model()
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GraphModel = self.env[dashboard_graph_model]
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||||
graph_table = self._graph_get_table(GraphModel)
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||||
extra_conditions = self._extra_sql_conditions()
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||||
where_query = GraphModel._where_calc([])
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||||
GraphModel._apply_ir_rules(where_query, 'read')
|
||||
from_clause, where_clause, where_clause_params = where_query.get_sql()
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||||
if where_clause:
|
||||
extra_conditions += " AND " + where_clause
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||||
|
||||
query = query % {
|
||||
'x_query': self._graph_x_query(),
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||||
'y_query': self._graph_y_query(),
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||||
'table': graph_table,
|
||||
'team_id': "%s",
|
||||
'date_column': self._graph_date_column(),
|
||||
'start_date': "%s",
|
||||
'end_date': "%s",
|
||||
'extra_conditions': extra_conditions
|
||||
}
|
||||
|
||||
self._cr.execute(query, [self.id, start_date, end_date] + where_clause_params)
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||||
return self.env.cr.dictfetchall()
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||||
|
||||
def _get_dashboard_graph_data(self):
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||||
def get_week_name(start_date, locale):
|
||||
""" Generates a week name (string) from a datetime according to the locale:
|
||||
E.g.: locale start_date (datetime) return string
|
||||
"en_US" November 16th "16-22 Nov"
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||||
"en_US" December 28th "28 Dec-3 Jan"
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||||
"""
|
||||
if (start_date + relativedelta(days=6)).month == start_date.month:
|
||||
short_name_from = format_date(start_date, 'd', locale=locale)
|
||||
else:
|
||||
short_name_from = format_date(start_date, 'd MMM', locale=locale)
|
||||
short_name_to = format_date(start_date + relativedelta(days=6), 'd MMM', locale=locale)
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||||
return short_name_from + '-' + short_name_to
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||||
|
||||
self.ensure_one()
|
||||
values = []
|
||||
today = fields.Date.from_string(fields.Date.context_today(self))
|
||||
start_date, end_date = self._graph_get_dates(today)
|
||||
graph_data = self._graph_data(start_date, end_date)
|
||||
x_field = 'label'
|
||||
y_field = 'value'
|
||||
|
||||
# generate all required x_fields and update the y_values where we have data for them
|
||||
locale = self._context.get('lang') or 'en_US'
|
||||
|
||||
weeks_in_start_year = int(date(start_date.year, 12, 28).isocalendar()[1]) # This date is always in the last week of ISO years
|
||||
week_count = (end_date.isocalendar()[1] - start_date.isocalendar()[1]) % weeks_in_start_year + 1
|
||||
for week in range(week_count):
|
||||
short_name = get_week_name(start_date + relativedelta(days=7 * week), locale)
|
||||
values.append({x_field: short_name, y_field: 0, 'type': 'future' if week + 1 == week_count else 'past'})
|
||||
|
||||
for data_item in graph_data:
|
||||
index = int((data_item.get('x_value') - start_date.isocalendar()[1]) % weeks_in_start_year)
|
||||
values[index][y_field] = data_item.get('y_value')
|
||||
|
||||
[graph_title, graph_key] = self._graph_title_and_key()
|
||||
color = '#875A7B' if '+e' in version else '#7c7bad'
|
||||
|
||||
# If no actual data available, show some sample data
|
||||
if not graph_data:
|
||||
graph_key = _('Sample data')
|
||||
for value in values:
|
||||
value['type'] = 'o_sample_data'
|
||||
# we use unrealistic values for the sample data
|
||||
value['value'] = random.randint(0, 20)
|
||||
return [{'values': values, 'area': True, 'title': graph_title, 'key': graph_key, 'color': color}]
|
||||
|
|
@ -0,0 +1,211 @@
|
|||
# -*- coding: utf-8 -*-
|
||||
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
||||
|
||||
from odoo import api, exceptions, fields, models, _
|
||||
|
||||
|
||||
class CrmTeamMember(models.Model):
|
||||
_name = 'crm.team.member'
|
||||
_inherit = ['mail.thread']
|
||||
_description = 'Sales Team Member'
|
||||
_rec_name = 'user_id'
|
||||
_order = 'create_date ASC, id'
|
||||
_check_company_auto = True
|
||||
|
||||
crm_team_id = fields.Many2one(
|
||||
'crm.team', string='Sales Team', group_expand='_read_group_crm_team_id',
|
||||
default=False, # TDE: temporary fix to activate depending computed fields
|
||||
check_company=True, index=True, ondelete="cascade", required=True)
|
||||
user_id = fields.Many2one(
|
||||
'res.users', string='Salesperson', # TDE FIXME check responsible field
|
||||
check_company=True, index=True, ondelete='cascade', required=True,
|
||||
domain="[('share', '=', False), ('id', 'not in', user_in_teams_ids), ('company_ids', 'in', user_company_ids)]")
|
||||
user_in_teams_ids = fields.Many2many(
|
||||
'res.users', compute='_compute_user_in_teams_ids',
|
||||
help='UX: Give users not to add in the currently chosen team to avoid duplicates')
|
||||
user_company_ids = fields.Many2many(
|
||||
'res.company', compute='_compute_user_company_ids',
|
||||
help='UX: Limit to team company or all if no company')
|
||||
active = fields.Boolean(string='Active', default=True)
|
||||
is_membership_multi = fields.Boolean(
|
||||
'Multiple Memberships Allowed', compute='_compute_is_membership_multi',
|
||||
help='If True, users may belong to several sales teams. Otherwise membership is limited to a single sales team.')
|
||||
member_warning = fields.Text(compute='_compute_member_warning')
|
||||
# salesman information
|
||||
image_1920 = fields.Image("Image", related="user_id.image_1920", max_width=1920, max_height=1920)
|
||||
image_128 = fields.Image("Image (128)", related="user_id.image_128", max_width=128, max_height=128)
|
||||
name = fields.Char(string='Name', related='user_id.display_name', readonly=False)
|
||||
email = fields.Char(string='Email', related='user_id.email')
|
||||
phone = fields.Char(string='Phone', related='user_id.phone')
|
||||
mobile = fields.Char(string='Mobile', related='user_id.mobile')
|
||||
company_id = fields.Many2one('res.company', string='Company', related='user_id.company_id')
|
||||
|
||||
@api.constrains('crm_team_id', 'user_id', 'active')
|
||||
def _constrains_membership(self):
|
||||
# In mono membership mode: check crm_team_id / user_id is unique for active
|
||||
# memberships. Inactive memberships can create duplicate pairs which is whyy
|
||||
# we don't use a SQL constraint. Include "self" in search in case we use create
|
||||
# multi with duplicated user / team pairs in it. Use an explicit active leaf
|
||||
# in domain as we may have an active_test in context that would break computation
|
||||
existing = self.env['crm.team.member'].search([
|
||||
('crm_team_id', 'in', self.crm_team_id.ids),
|
||||
('user_id', 'in', self.user_id.ids),
|
||||
('active', '=', True)
|
||||
])
|
||||
duplicates = self.env['crm.team.member']
|
||||
|
||||
active_records = dict(
|
||||
(membership.user_id.id, membership.crm_team_id.id)
|
||||
for membership in self if membership.active
|
||||
)
|
||||
for membership in self:
|
||||
potential = existing.filtered(lambda m: m.user_id == membership.user_id and \
|
||||
m.crm_team_id == membership.crm_team_id and m.id != membership.id
|
||||
)
|
||||
if not potential or len(potential) > 1:
|
||||
duplicates += potential
|
||||
continue
|
||||
if active_records.get(potential.user_id.id):
|
||||
duplicates += potential
|
||||
else:
|
||||
active_records[potential.user_id.id] = potential.crm_team_id.id
|
||||
|
||||
if duplicates:
|
||||
raise exceptions.ValidationError(
|
||||
_("You are trying to create duplicate membership(s). We found that %(duplicates)s already exist(s).",
|
||||
duplicates=", ".join("%s (%s)" % (m.user_id.name, m.crm_team_id.name) for m in duplicates)
|
||||
))
|
||||
|
||||
@api.depends('crm_team_id', 'is_membership_multi', 'user_id')
|
||||
@api.depends_context('default_crm_team_id')
|
||||
def _compute_user_in_teams_ids(self):
|
||||
""" Give users not to add in the currently chosen team to avoid duplicates.
|
||||
In multi membership mode this field is empty as duplicates are allowed. """
|
||||
if all(m.is_membership_multi for m in self):
|
||||
member_user_ids = self.env['res.users']
|
||||
elif self.ids:
|
||||
member_user_ids = self.env['crm.team.member'].search([('id', 'not in', self.ids)]).user_id
|
||||
else:
|
||||
member_user_ids = self.env['crm.team.member'].search([]).user_id
|
||||
for member in self:
|
||||
if member_user_ids:
|
||||
member.user_in_teams_ids = member_user_ids
|
||||
elif member.crm_team_id:
|
||||
member.user_in_teams_ids = member.crm_team_id.member_ids
|
||||
elif self.env.context.get('default_crm_team_id'):
|
||||
member.user_in_teams_ids = self.env['crm.team'].browse(self.env.context['default_crm_team_id']).member_ids
|
||||
else:
|
||||
member.user_in_teams_ids = self.env['res.users']
|
||||
|
||||
@api.depends('crm_team_id')
|
||||
def _compute_user_company_ids(self):
|
||||
all_companies = self.env['res.company'].search([])
|
||||
for member in self:
|
||||
member.user_company_ids = member.crm_team_id.company_id or all_companies
|
||||
|
||||
@api.depends('crm_team_id')
|
||||
def _compute_is_membership_multi(self):
|
||||
multi_enabled = self.env['ir.config_parameter'].sudo().get_param('sales_team.membership_multi', False)
|
||||
self.is_membership_multi = multi_enabled
|
||||
|
||||
@api.depends('is_membership_multi', 'active', 'user_id', 'crm_team_id')
|
||||
def _compute_member_warning(self):
|
||||
""" Display a warning message to warn user they are about to archive
|
||||
other memberships. Only valid in mono-membership mode and take into
|
||||
account only active memberships as we may keep several archived
|
||||
memberships. """
|
||||
if all(m.is_membership_multi for m in self):
|
||||
self.member_warning = False
|
||||
else:
|
||||
active = self.filtered('active')
|
||||
(self - active).member_warning = False
|
||||
if not active:
|
||||
return
|
||||
existing = self.env['crm.team.member'].search([('user_id', 'in', active.user_id.ids)])
|
||||
user_mapping = dict.fromkeys(existing.user_id, self.env['crm.team'])
|
||||
for membership in existing:
|
||||
user_mapping[membership.user_id] |= membership.crm_team_id
|
||||
|
||||
for member in active:
|
||||
teams = user_mapping.get(member.user_id, self.env['crm.team'])
|
||||
remaining = teams - (member.crm_team_id | member._origin.crm_team_id)
|
||||
if remaining:
|
||||
member.member_warning = _("Adding %(user_name)s in this team would remove him/her from its current teams %(team_names)s.",
|
||||
user_name=member.user_id.name,
|
||||
team_names=", ".join(remaining.mapped('name'))
|
||||
)
|
||||
else:
|
||||
member.member_warning = False
|
||||
|
||||
# ------------------------------------------------------------
|
||||
# CRUD
|
||||
# ------------------------------------------------------------
|
||||
|
||||
@api.model_create_multi
|
||||
def create(self, values_list):
|
||||
""" Specific behavior implemented on create
|
||||
|
||||
* mono membership mode: other user memberships are automatically
|
||||
archived (a warning already told it in form view);
|
||||
* creating a membership already existing as archived: do nothing as
|
||||
people can manage them from specific menu "Members";
|
||||
|
||||
Also remove autofollow on create. No need to follow team members
|
||||
when creating them as chatter is mainly used for information purpose
|
||||
(tracked fields).
|
||||
"""
|
||||
is_membership_multi = self.env['ir.config_parameter'].sudo().get_param('sales_team.membership_multi', False)
|
||||
if not is_membership_multi:
|
||||
self._synchronize_memberships(values_list)
|
||||
return super(CrmTeamMember, self.with_context(
|
||||
mail_create_nosubscribe=True
|
||||
)).create(values_list)
|
||||
|
||||
def write(self, values):
|
||||
""" Specific behavior about active. If you change user_id / team_id user
|
||||
get warnings in form view and a raise in constraint check. We support
|
||||
archive / activation of memberships that toggles other memberships. But
|
||||
we do not support manual creation or update of user_id / team_id. This
|
||||
either works, either crashes). Indeed supporting it would lead to complex
|
||||
code with low added value. Users should create or remove members, and
|
||||
maybe archive / activate them. Updating manually memberships by
|
||||
modifying user_id or team_id is advanced and does not benefit from our
|
||||
support. """
|
||||
is_membership_multi = self.env['ir.config_parameter'].sudo().get_param('sales_team.membership_multi', False)
|
||||
if not is_membership_multi and values.get('active'):
|
||||
self._synchronize_memberships([
|
||||
dict(user_id=membership.user_id.id, crm_team_id=membership.crm_team_id.id)
|
||||
for membership in self
|
||||
])
|
||||
return super(CrmTeamMember, self).write(values)
|
||||
|
||||
@api.model
|
||||
def _read_group_crm_team_id(self, teams, domain, order):
|
||||
"""Read group customization in order to display all the teams in
|
||||
Kanban view, even if they are empty.
|
||||
"""
|
||||
return self.env['crm.team'].search([], order=order)
|
||||
|
||||
def _synchronize_memberships(self, user_team_ids):
|
||||
""" Synchronize memberships: archive other memberships.
|
||||
|
||||
:param user_team_ids: list of pairs (user_id, crm_team_id)
|
||||
"""
|
||||
existing = self.search([
|
||||
('active', '=', True), # explicit search on active only, whatever context
|
||||
('user_id', 'in', [values['user_id'] for values in user_team_ids])
|
||||
])
|
||||
user_memberships = dict.fromkeys(existing.user_id.ids, self.env['crm.team.member'])
|
||||
for membership in existing:
|
||||
user_memberships[membership.user_id.id] += membership
|
||||
|
||||
existing_to_archive = self.env['crm.team.member']
|
||||
for values in user_team_ids:
|
||||
existing_to_archive += user_memberships.get(values['user_id'], self.env['crm.team.member']).filtered(
|
||||
lambda m: m.crm_team_id.id != values['crm_team_id']
|
||||
)
|
||||
|
||||
if existing_to_archive:
|
||||
existing_to_archive.action_archive()
|
||||
|
||||
return existing_to_archive
|
||||
|
|
@ -0,0 +1,12 @@
|
|||
# -*- coding: utf-8 -*-
|
||||
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
||||
|
||||
from odoo import fields, models
|
||||
|
||||
|
||||
class ResPartner(models.Model):
|
||||
_inherit = 'res.partner'
|
||||
|
||||
team_id = fields.Many2one(
|
||||
'crm.team', 'Sales Team',
|
||||
help='If set, this Sales Team will be used for sales and assignments related to this partner')
|
||||
|
|
@ -0,0 +1,35 @@
|
|||
# -*- coding: utf-8 -*-
|
||||
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
||||
|
||||
from odoo import api, fields, models
|
||||
|
||||
|
||||
class ResUsers(models.Model):
|
||||
_inherit = 'res.users'
|
||||
|
||||
crm_team_ids = fields.Many2many(
|
||||
'crm.team', 'crm_team_member', 'user_id', 'crm_team_id', string='Sales Teams',
|
||||
check_company=True, copy=False, readonly=True,
|
||||
compute='_compute_crm_team_ids', search='_search_crm_team_ids')
|
||||
crm_team_member_ids = fields.One2many('crm.team.member', 'user_id', string='Sales Team Members')
|
||||
sale_team_id = fields.Many2one(
|
||||
'crm.team', string='User Sales Team', compute='_compute_sale_team_id',
|
||||
readonly=True, store=True,
|
||||
help="Main user sales team. Used notably for pipeline, or to set sales team in invoicing or subscription.")
|
||||
|
||||
@api.depends('crm_team_member_ids.active')
|
||||
def _compute_crm_team_ids(self):
|
||||
for user in self:
|
||||
user.crm_team_ids = user.crm_team_member_ids.crm_team_id
|
||||
|
||||
def _search_crm_team_ids(self, operator, value):
|
||||
return [('crm_team_member_ids.crm_team_id', operator, value)]
|
||||
|
||||
@api.depends('crm_team_member_ids.crm_team_id', 'crm_team_member_ids.create_date', 'crm_team_member_ids.active')
|
||||
def _compute_sale_team_id(self):
|
||||
for user in self:
|
||||
if not user.crm_team_member_ids.ids:
|
||||
user.sale_team_id = False
|
||||
else:
|
||||
sorted_memberships = user.crm_team_member_ids # sorted by create date
|
||||
user.sale_team_id = sorted_memberships[0].crm_team_id if sorted_memberships else False
|
||||
Loading…
Add table
Add a link
Reference in a new issue