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Ernad Husremovic 2026-03-09 09:32:12 +01:00
parent 79f83631d5
commit 73afc09215
6267 changed files with 1534193 additions and 1130106 deletions
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odoo-bringout-oca-ocb-sales_team/sales_team/models/crm_team.py
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@ -1,26 +1,20 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
import json
import random
from babel.dates import format_date
from datetime import date
from dateutil.relativedelta import relativedelta
from odoo import api, fields, models, _
from odoo import _, api, fields, models
from odoo.exceptions import UserError
from odoo.release import version
class CrmTeam(models.Model):
_name = "crm.team"
_name = 'crm.team'
_inherit = ['mail.thread']
_description = "Sales Team"
_order = "sequence ASC, create_date DESC, id DESC"
_check_company_auto = True
def _get_default_team_id(self, user_id=None, domain=None):
def _get_default_color(self):
return random.randint(1, 11)
def _get_default_team_id(self, user_id=False, domain=False):
""" Compute default team id for sales related documents. Note that this
method is not called by default_get as it takes some additional
parameters and is meant to be called by other default methods.
@ -36,15 +30,10 @@ class CrmTeam(models.Model):
4- any team matching my company and domain (based on company rule)
5- any team matching my company (based on company rule)
Note: ResPartner.team_id field is explicitly not taken into account. We
think this field causes a lot of noises compared to its added value.
Think notably: team not in responsible teams, team company not matching
responsible or lead company, asked domain not matching, ...
:param user_id: salesperson to target, fallback on env.uid;
:domain: optional domain to filter teams (like use_lead = True);
:param domain: optional domain to filter teams (like use_lead = True);
"""
if user_id is None:
if not user_id:
user = self.env.user
else:
user = self.env['res.users'].sudo().browse(user_id)
@ -97,12 +86,11 @@ class CrmTeam(models.Model):
sequence = fields.Integer('Sequence', default=10)
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.")
company_id = fields.Many2one(
'res.company', string='Company', index=True,
default=lambda self: self.env.company)
'res.company', string='Company', index=True)
currency_id = fields.Many2one(
"res.currency", string="Currency",
related='company_id.currency_id', readonly=True)
user_id = fields.Many2one('res.users', string='Team Leader', check_company=True)
user_id = fields.Many2one('res.users', string='Team Leader', check_company=True, domain=[('share', '!=', True)])
# memberships
is_membership_multi = fields.Boolean(
'Multiple Memberships Allowed', compute='_compute_is_membership_multi',
@ -124,7 +112,7 @@ class CrmTeam(models.Model):
'crm.team.member', 'crm_team_id', string='Sales Team Members (incl. inactive)',
context={'active_test': False})
# UX options
color = fields.Integer(string='Color Index', help="The color of the channel")
color = fields.Integer(string='Color Index', help="The color of the channel", default=_get_default_color)
favorite_user_ids = fields.Many2many(
'res.users', 'team_favorite_user_rel', 'team_id', 'user_id',
string='Favorite Members', default=_get_default_favorite_user_ids)
@ -132,7 +120,19 @@ class CrmTeam(models.Model):
string='Show on dashboard', compute='_compute_is_favorite', inverse='_inverse_is_favorite',
help="Favorite teams to display them in the dashboard and access them easily.")
dashboard_button_name = fields.Char(string="Dashboard Button", compute='_compute_dashboard_button_name')
dashboard_graph_data = fields.Text(compute='_compute_dashboard_graph')
@api.constrains('company_id')
def _constrains_company_members(self):
for team in self.filtered('company_id'):
invalid_members = team.crm_team_member_ids.filtered(
lambda m: team.company_id not in m.user_id.company_ids
)
if invalid_members:
raise UserError(_("The following team members are not allowed in company '%(company)s' of the Sales Team '%(team)s': %(users)s",
company=team.company_id.display_name,
team=team.name,
users=", ".join(invalid_members.mapped('user_id.name'))
))
@api.depends('sequence') # TDE FIXME: force compute in new mode
def _compute_is_membership_multi(self):
@ -170,23 +170,15 @@ class CrmTeam(models.Model):
return
# done in a loop, but to be used in form view only -> not optimized
for team in self:
member_warning = False
other_memberships = self.env['crm.team.member'].search([
('crm_team_id', '!=', team.id if team.ids else False), # handle NewID
('crm_team_id', '!=', team._origin.id if team.ids else False),
('user_id', 'in', team.member_ids.ids)
])
if other_memberships and len(other_memberships) == 1:
member_warning = _("Adding %(user_name)s in this team would remove him/her from its current team %(team_name)s.",
user_name=other_memberships.user_id.name,
team_name=other_memberships.crm_team_id.name
)
elif other_memberships:
member_warning = _("Adding %(user_names)s in this team would remove them from their current teams (%(team_names)s).",
if other_memberships:
team.member_warning = _("%(user_names)s already in other teams (%(team_names)s).",
user_names=", ".join(other_memberships.mapped('user_id.name')),
team_names=", ".join(other_memberships.mapped('crm_team_id.name'))
)
if member_warning:
team.member_warning = member_warning + " " + _("To add a Salesperson into multiple Teams, activate the Multi-Team option in settings.")
def _search_member_ids(self, operator, value):
return [('crm_team_member_ids.user_id', operator, value)]
@ -218,10 +210,6 @@ class CrmTeam(models.Model):
for team in self:
team.dashboard_button_name = _("Big Pretty Button :)") # placeholder
def _compute_dashboard_graph(self):
for team in self:
team.dashboard_graph_data = json.dumps(team._get_dashboard_graph_data())
# ------------------------------------------------------------
# CRUD
# ------------------------------------------------------------
@ -232,13 +220,13 @@ class CrmTeam(models.Model):
teams.filtered(lambda t: t.member_ids)._add_members_to_favorites()
return teams
def write(self, values):
res = super(CrmTeam, self).write(values)
# manually launch company sanity check
if values.get('company_id'):
self.crm_team_member_ids._check_company(fnames=['crm_team_id'])
def write(self, vals):
res = super().write(vals)
if values.get('member_ids'):
if vals.get('company_id'): # Force re-check of memberships constraint for this team
self.crm_team_member_ids._constrains_membership()
if vals.get('member_ids'):
self._add_members_to_favorites()
return res
@ -247,7 +235,6 @@ class CrmTeam(models.Model):
default_teams = [
self.env.ref('sales_team.salesteam_website_sales'),
self.env.ref('sales_team.pos_sales_team'),
self.env.ref('sales_team.ebay_sales_team')
]
for team in self:
if team in default_teams:
@ -269,128 +256,3 @@ class CrmTeam(models.Model):
def _add_members_to_favorites(self):
for team in self:
team.favorite_user_ids = [(4, member.id) for member in team.member_ids]
# ------------------------------------------------------------
# GRAPH
# ------------------------------------------------------------
def _graph_get_model(self):
""" skeleton function defined here because it'll be called by crm and/or sale
"""
raise UserError(_('Undefined graph model for Sales Team: %s', self.name))
def _graph_get_dates(self, today):
""" return a coherent start and end date for the dashboard graph covering a month period grouped by week.
"""
start_date = today - relativedelta(months=1)
# we take the start of the following week if we group by week
# (to avoid having twice the same week from different month)
start_date += relativedelta(days=8 - start_date.isocalendar()[2])
return [start_date, today]
def _graph_date_column(self):
return 'create_date'
def _graph_get_table(self, GraphModel):
return GraphModel._table
def _graph_x_query(self):
return 'EXTRACT(WEEK FROM %s)' % self._graph_date_column()
def _graph_y_query(self):
raise UserError(_('Undefined graph model for Sales Team: %s', self.name))
def _extra_sql_conditions(self):
return ''
def _graph_title_and_key(self):
""" Returns an array containing the appropriate graph title and key respectively.
The key is for lineCharts, to have the on-hover label.
"""
return ['', '']
def _graph_data(self, start_date, end_date):
""" return format should be an iterable of dicts that contain {'x_value': ..., 'y_value': ...}
x_values should be weeks.
y_values are floats.
"""
query = """SELECT %(x_query)s as x_value, %(y_query)s as y_value
FROM %(table)s
WHERE team_id = %(team_id)s
AND DATE(%(date_column)s) >= %(start_date)s
AND DATE(%(date_column)s) <= %(end_date)s
%(extra_conditions)s
GROUP BY x_value;"""
# apply rules
dashboard_graph_model = self._graph_get_model()
GraphModel = self.env[dashboard_graph_model]
graph_table = self._graph_get_table(GraphModel)
extra_conditions = self._extra_sql_conditions()
where_query = GraphModel._where_calc([])
GraphModel._apply_ir_rules(where_query, 'read')
from_clause, where_clause, where_clause_params = where_query.get_sql()
if where_clause:
extra_conditions += " AND " + where_clause
query = query % {
'x_query': self._graph_x_query(),
'y_query': self._graph_y_query(),
'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)
return self.env.cr.dictfetchall()
def _get_dashboard_graph_data(self):
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"
"en_US" December 28th "28 Dec-3 Jan"
"""
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)
return short_name_from + '-' + short_name_to
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}]