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# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from dateutil.relativedelta import relativedelta
from odoo import api, fields, models, _
from odoo.tools.safe_eval import safe_eval
from odoo.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'] = """<p class='oe_view_nocontent_create'>Click here to add new opportunities</p><p>
Looks like you are not a member of a sales channel. You should add yourself
as a member of one of the sales channel.
</p>"""
if user_team_id:
action['help'] += "<p>As you don't belong to any sales channel, 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
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()
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