212 lines
10 KiB
Python
212 lines
10 KiB
Python
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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 odoo import api, exceptions, fields, models, _
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class CrmTeamMember(models.Model):
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_name = 'crm.team.member'
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_inherit = ['mail.thread']
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_description = 'Sales Team Member'
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_rec_name = 'user_id'
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_order = 'create_date ASC, id'
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_check_company_auto = True
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crm_team_id = fields.Many2one(
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'crm.team', string='Sales Team', group_expand='_read_group_crm_team_id',
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default=False, # TDE: temporary fix to activate depending computed fields
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check_company=True, index=True, ondelete="cascade", required=True)
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user_id = fields.Many2one(
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'res.users', string='Salesperson', # TDE FIXME check responsible field
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check_company=True, index=True, ondelete='cascade', required=True,
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domain="[('share', '=', False), ('id', 'not in', user_in_teams_ids), ('company_ids', 'in', user_company_ids)]")
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user_in_teams_ids = fields.Many2many(
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'res.users', compute='_compute_user_in_teams_ids',
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help='UX: Give users not to add in the currently chosen team to avoid duplicates')
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user_company_ids = fields.Many2many(
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'res.company', compute='_compute_user_company_ids',
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help='UX: Limit to team company or all if no company')
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active = fields.Boolean(string='Active', default=True)
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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_warning = fields.Text(compute='_compute_member_warning')
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# salesman information
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image_1920 = fields.Image("Image", related="user_id.image_1920", max_width=1920, max_height=1920)
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image_128 = fields.Image("Image (128)", related="user_id.image_128", max_width=128, max_height=128)
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name = fields.Char(string='Name', related='user_id.display_name', readonly=False)
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email = fields.Char(string='Email', related='user_id.email')
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phone = fields.Char(string='Phone', related='user_id.phone')
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mobile = fields.Char(string='Mobile', related='user_id.mobile')
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company_id = fields.Many2one('res.company', string='Company', related='user_id.company_id')
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@api.constrains('crm_team_id', 'user_id', 'active')
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def _constrains_membership(self):
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# In mono membership mode: check crm_team_id / user_id is unique for active
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# memberships. Inactive memberships can create duplicate pairs which is whyy
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# we don't use a SQL constraint. Include "self" in search in case we use create
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# multi with duplicated user / team pairs in it. Use an explicit active leaf
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# in domain as we may have an active_test in context that would break computation
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existing = self.env['crm.team.member'].search([
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('crm_team_id', 'in', self.crm_team_id.ids),
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('user_id', 'in', self.user_id.ids),
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('active', '=', True)
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])
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duplicates = self.env['crm.team.member']
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active_records = dict(
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(membership.user_id.id, membership.crm_team_id.id)
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for membership in self if membership.active
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)
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for membership in self:
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potential = existing.filtered(lambda m: m.user_id == membership.user_id and \
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m.crm_team_id == membership.crm_team_id and m.id != membership.id
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)
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if not potential or len(potential) > 1:
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duplicates += potential
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continue
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if active_records.get(potential.user_id.id):
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duplicates += potential
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else:
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active_records[potential.user_id.id] = potential.crm_team_id.id
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if duplicates:
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raise exceptions.ValidationError(
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_("You are trying to create duplicate membership(s). We found that %(duplicates)s already exist(s).",
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duplicates=", ".join("%s (%s)" % (m.user_id.name, m.crm_team_id.name) for m in duplicates)
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))
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@api.depends('crm_team_id', 'is_membership_multi', 'user_id')
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@api.depends_context('default_crm_team_id')
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def _compute_user_in_teams_ids(self):
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""" Give users not to add in the currently chosen team to avoid duplicates.
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In multi membership mode this field is empty as duplicates are allowed. """
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if all(m.is_membership_multi for m in self):
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member_user_ids = self.env['res.users']
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elif self.ids:
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member_user_ids = self.env['crm.team.member'].search([('id', 'not in', self.ids)]).user_id
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else:
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member_user_ids = self.env['crm.team.member'].search([]).user_id
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for member in self:
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if member_user_ids:
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member.user_in_teams_ids = member_user_ids
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elif member.crm_team_id:
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member.user_in_teams_ids = member.crm_team_id.member_ids
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elif self.env.context.get('default_crm_team_id'):
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member.user_in_teams_ids = self.env['crm.team'].browse(self.env.context['default_crm_team_id']).member_ids
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else:
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member.user_in_teams_ids = self.env['res.users']
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@api.depends('crm_team_id')
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def _compute_user_company_ids(self):
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all_companies = self.env['res.company'].search([])
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for member in self:
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member.user_company_ids = member.crm_team_id.company_id or all_companies
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@api.depends('crm_team_id')
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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('is_membership_multi', 'active', 'user_id', 'crm_team_id')
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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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if all(m.is_membership_multi for m in self):
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self.member_warning = False
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else:
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active = self.filtered('active')
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(self - active).member_warning = False
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if not active:
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return
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existing = self.env['crm.team.member'].search([('user_id', 'in', active.user_id.ids)])
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user_mapping = dict.fromkeys(existing.user_id, self.env['crm.team'])
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for membership in existing:
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user_mapping[membership.user_id] |= membership.crm_team_id
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for member in active:
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teams = user_mapping.get(member.user_id, self.env['crm.team'])
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remaining = teams - (member.crm_team_id | member._origin.crm_team_id)
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if remaining:
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member.member_warning = _("Adding %(user_name)s in this team would remove him/her from its current teams %(team_names)s.",
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user_name=member.user_id.name,
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team_names=", ".join(remaining.mapped('name'))
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)
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else:
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member.member_warning = False
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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, values_list):
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""" Specific behavior implemented on create
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* mono membership mode: other user memberships are automatically
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archived (a warning already told it in form view);
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* creating a membership already existing as archived: do nothing as
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people can manage them from specific menu "Members";
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Also remove autofollow on create. No need to follow team members
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when creating them as chatter is mainly used for information purpose
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(tracked fields).
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"""
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is_membership_multi = self.env['ir.config_parameter'].sudo().get_param('sales_team.membership_multi', False)
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if not is_membership_multi:
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self._synchronize_memberships(values_list)
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return super(CrmTeamMember, self.with_context(
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mail_create_nosubscribe=True
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)).create(values_list)
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def write(self, values):
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""" Specific behavior about active. If you change user_id / team_id user
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get warnings in form view and a raise in constraint check. We support
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archive / activation of memberships that toggles other memberships. But
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we do not support manual creation or update of user_id / team_id. This
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either works, either crashes). Indeed supporting it would lead to complex
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code with low added value. Users should create or remove members, and
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maybe archive / activate them. Updating manually memberships by
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modifying user_id or team_id is advanced and does not benefit from our
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support. """
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is_membership_multi = self.env['ir.config_parameter'].sudo().get_param('sales_team.membership_multi', False)
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if not is_membership_multi and values.get('active'):
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self._synchronize_memberships([
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dict(user_id=membership.user_id.id, crm_team_id=membership.crm_team_id.id)
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for membership in self
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])
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return super(CrmTeamMember, self).write(values)
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@api.model
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def _read_group_crm_team_id(self, teams, domain, order):
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"""Read group customization in order to display all the teams in
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Kanban view, even if they are empty.
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"""
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return self.env['crm.team'].search([], order=order)
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def _synchronize_memberships(self, user_team_ids):
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""" Synchronize memberships: archive other memberships.
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:param user_team_ids: list of pairs (user_id, crm_team_id)
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"""
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existing = self.search([
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('active', '=', True), # explicit search on active only, whatever context
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('user_id', 'in', [values['user_id'] for values in user_team_ids])
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])
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user_memberships = dict.fromkeys(existing.user_id.ids, self.env['crm.team.member'])
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for membership in existing:
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user_memberships[membership.user_id.id] += membership
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existing_to_archive = self.env['crm.team.member']
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for values in user_team_ids:
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existing_to_archive += user_memberships.get(values['user_id'], self.env['crm.team.member']).filtered(
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lambda m: m.crm_team_id.id != values['crm_team_id']
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)
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if existing_to_archive:
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existing_to_archive.action_archive()
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return existing_to_archive
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