# -*- coding: utf-8 -*- # Part of Odoo, Flectra. See LICENSE file for full copyright and licensing details. from dateutil.relativedelta import relativedelta from flectra import api, fields, models, _ from flectra.tools.safe_eval import safe_eval from flectra.exceptions import ValidationError class Team(models.Model): _name = 'crm.team' _inherit = ['mail.alias.mixin', 'crm.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', 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.") unassigned_leads_count = fields.Integer( compute='_compute_unassigned_leads_count', string='Unassigned Leads', readonly=True) opportunities_count = fields.Integer( compute='_compute_opportunities', string='Number of open opportunities', readonly=True) opportunities_amount = fields.Integer( compute='_compute_opportunities', string='Amount of quotations to invoice', readonly=True) dashboard_graph_model = fields.Selection(selection_add=[('crm.opportunity.report', 'Pipeline')]) dashboard_graph_period_pipeline = fields.Selection([ ('week', 'Within a Week'), ('month', 'Within a Month'), ('year', 'Within a Year'), ], string='Expected to Close', help="The time period this channel's dashboard graph will consider.", compute="_compute_dashboard_graph_period_pipeline", inverse="_inverse_dashboard_graph_period_pipeline") dashboard_graph_group_pipeline = fields.Selection([ ('day', 'Expected Closing Day'), ('week', 'Expected Closing Week'), ('month', 'Expected Closing Month'), ('user', 'Salesperson'), ('stage', 'Stage'), ], string='Group by', default='day', help="How this channel's dashboard graph will group the results.") def _compute_unassigned_leads_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.unassigned_leads_count = counts.get(team.id, 0) def _compute_opportunities(self): opportunity_data = self.env['crm.lead'].read_group([ ('team_id', 'in', self.ids), ('probability', '<', 100), ('type', '=', 'opportunity'), ], ['planned_revenue', 'probability', 'team_id'], ['team_id']) counts = {datum['team_id'][0]: datum['team_id_count'] for datum in opportunity_data} amounts = {datum['team_id'][0]: (datum['planned_revenue'] * datum['probability'] / 100) 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_dashboard_graph_period_pipeline(self): for channel in self: channel.dashboard_graph_period_pipeline = channel.dashboard_graph_period def _inverse_dashboard_graph_period_pipeline(self): for channel in self.filtered(lambda ch: ch.dashboard_graph_model == 'crm.opportunity.report'): channel.dashboard_graph_period = channel.dashboard_graph_period_pipeline def get_alias_model_name(self, vals): return 'crm.lead' def get_alias_values(self): has_group_use_lead = self.env.user.has_group('crm.group_use_lead') values = super(Team, self).get_alias_values() values['alias_defaults'] = defaults = safe_eval(self.alias_defaults or "{}") defaults['type'] = 'lead' if has_group_use_lead and self.use_leads else 'opportunity' defaults['team_id'] = self.id return values @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 if not self.use_opportunities and self.use_leads: self.use_leads = False @api.onchange('team_type') def _onchange_team_type(self): if self.team_type == 'sales': self.use_opportunities = True self.use_leads = lambda self: self.user_has_groups('crm.group_use_lead') self.dashboard_graph_model = 'crm.opportunity.report' else: self.use_opportunities = False self.use_leads = False return super(Team, self)._onchange_team_type() @api.onchange('dashboard_graph_model') def _onchange_dashboard_graph_model(self): if self.dashboard_graph_model == 'crm.opportunity.report': self.dashboard_graph_period_pipeline = self.dashboard_graph_period self.dashboard_graph_group_pipeline = self.dashboard_graph_group else: self.dashboard_graph_period = self.dashboard_graph_period_pipeline if not self.dashboard_graph_group: self.dashboard_graph_group = self._fields['dashboard_graph_group'].default(self) @api.onchange('dashboard_graph_group_pipeline') def _onchange_dashboard_graph_group_pipeline(self): if self.dashboard_graph_group_pipeline == 'stage': self.dashboard_graph_group = False else: self.dashboard_graph_group = self.dashboard_graph_group_pipeline @api.constrains('dashboard_graph_model', 'use_opportunities') def _check_graph_model(self): if not self.use_opportunities and self.dashboard_graph_model == 'crm.opportunity.report': raise ValidationError(_("Dashboard graph content cannot be Pipeline if the sales channel doesn't use it. (Pipeline is unchecked.)")) @api.multi def write(self, vals): result = super(Team, self).write(vals) if 'use_leads' in vals or 'alias_defaults' in vals: for team in self: team.alias_id.write(team.get_alias_values()) return result #TODO JEM : refactor this stuff with xml action, proper customization, @api.model def action_your_pipeline(self): action = self.env.ref('crm.crm_lead_opportunities_tree_view').read()[0] user_team_id = self.env.user.sale_team_id.id if not user_team_id: user_team_id = self.search([], limit=1).id action['help'] = """
Click here to add new opportunities
Looks like you are not a member of a sales channel. You should add yourself as a member of one of the sales channel.
""" if user_team_id: action['help'] += "As you don't belong to any sales channel, Flectra opens the first one by default.
" action_context = safe_eval(action['context'], {'uid': self.env.uid}) if user_team_id: action_context['default_team_id'] = user_team_id tree_view_id = self.env.ref('crm.crm_case_tree_view_oppor').id form_view_id = self.env.ref('crm.crm_case_form_view_oppor').id kanb_view_id = self.env.ref('crm.crm_case_kanban_view_leads').id action['views'] = [ [kanb_view_id, 'kanban'], [tree_view_id, 'tree'], [form_view_id, 'form'], [False, 'graph'], [False, 'calendar'], [False, 'pivot'] ] action['context'] = action_context return action def _compute_dashboard_button_name(self): opportunity_teams = self.filtered('use_opportunities') opportunity_teams.update({'dashboard_button_name': _("Pipeline")}) super(Team, self - opportunity_teams)._compute_dashboard_button_name() def action_primary_channel_button(self): if self.use_opportunities: action = self.env.ref('crm.crm_case_form_view_salesteams_opportunity').read()[0] return action return super(Team, self).action_primary_channel_button() def _graph_get_dates(self, today): """ return a coherent start and end date for the dashboard graph according to the graph settings. """ if self.dashboard_graph_model == 'crm.opportunity.report': if self.dashboard_graph_group == 'month': start_date = today.replace(day=1) elif self.dashboard_graph_group == 'week': start_date = today - relativedelta(days=today.isocalendar()[2] - 1) else: start_date = today if self.dashboard_graph_period == 'week': end_date = today + relativedelta(weeks=1) elif self.dashboard_graph_period == 'year': end_date = today + relativedelta(years=1) else: end_date = today + relativedelta(months=1) # we take the end of the preceding month/week/day if we group by month/week/day # (to avoid having twice the same month/week/day from different years/month/week) if self.dashboard_graph_group == 'month': end_date = end_date.replace(day=1) - relativedelta(days=1) elif self.dashboard_graph_group == 'week': end_date -= relativedelta(days=end_date.isocalendar()[2]) else: end_date -= relativedelta(days=1) return [start_date, end_date] return super(Team, self)._graph_get_dates(today) def _get_graph(self): graph_datas = super(Team, self)._get_graph() if self.dashboard_graph_model == 'crm.opportunity.report' and self.dashboard_graph_group_pipeline == 'stage': stage_ids = [d['label'] for d in graph_datas[0]['values'] if d['label'] is not None] stage_data = self.env['crm.stage'].browse(stage_ids).read(['sequence', 'name']) stage_data = {d['id']: {'name': d['name'], 'sequence': d['sequence']} for d in stage_data} # use "Undefined" stage for unset stage records stage_data[None] = {'name': _('Undefined'), 'sequence': -1} graph_datas[0]['values'] = sorted(graph_datas[0]['values'], key=lambda el: stage_data[el['label']]['sequence']) for gdata in graph_datas[0]['values']: gdata['label'] = stage_data[gdata['label']]['name'] return graph_datas def _graph_date_column(self): if self.dashboard_graph_model == 'crm.opportunity.report': return 'date_deadline' return super(Team, self)._graph_date_column() def _graph_x_query(self): if self.dashboard_graph_model == 'crm.opportunity.report' and self.dashboard_graph_group_pipeline == 'stage': return 'stage_id' return super(Team, self)._graph_x_query() def _graph_y_query(self): if self.dashboard_graph_model == 'crm.opportunity.report': return 'SUM(expected_revenue)' return super(Team, self)._graph_y_query() def _graph_title_and_key(self): if self.dashboard_graph_model == 'crm.opportunity.report': return ['', _('Pipeline: Expected Revenue')] # no more title return super(Team, self)._graph_title_and_key()