Начальное наполнение

__init__.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import controllers
+from . import models
+from . import report
+from . import wizard

__manifest__.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+{
+    'name': 'Resellers',
+    'category': 'Website/Website',
+    'summary': 'Publish your resellers/partners and forward leads to them',
+    'version': '1.2',
+    'description': """
+This module allows to publish your resellers/partners on your website and to forward incoming leads/opportunities to them.
+
+
+**Publish a partner**
+
+To publish a partner, set a *Level* in their contact form (in the Partner Assignment section) and click the *Publish* button.
+
+**Forward leads**
+
+Forwarding leads can be done for one or several leads at a time. The action is available in the *Assigned Partner* section of the lead/opportunity form view and in the *Action* menu of the list view.
+
+The automatic assignment is figured from the weight of partner levels and the geolocalization. Partners get leads that are located around them.
+
+    """,
+    'depends': ['base_geolocalize', 'crm', 'account',
+                'website_partner', 'website_google_map', 'portal'],
+    'data': [
+        'data/crm_lead_merge_template.xml',
+        'data/crm_tag_data.xml',
+        'data/mail_template_data.xml',
+        'data/res_partner_activation_data.xml',
+        'data/res_partner_grade_data.xml',
+        'security/ir.model.access.csv',
+        'security/ir_rule.xml',
+        'wizard/crm_forward_to_partner_view.xml',
+        'views/res_partner_views.xml',
+        'views/res_partner_activation_views.xml',
+        'views/res_partner_grade_views.xml',
+        'views/crm_lead_views.xml',
+        'views/website_crm_partner_assign_templates.xml',
+        'views/partner_assign_menus.xml',
+        'report/crm_partner_report_view.xml',
+        'views/snippets.xml',
+    ],
+    'demo': [
+        'data/res_partner_demo.xml',
+        'data/crm_lead_demo.xml',
+        'data/res_partner_grade_demo.xml',
+    ],
+    'installable': True,
+    'assets': {
+        'web.assets_frontend': [
+            'website_crm_partner_assign/static/src/**/*',
+        ],
+    },
+    'license': 'LGPL-3',
+}

controllers/__init__.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import main

controllers/main.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+import datetime
+import werkzeug.urls
+
+from collections import OrderedDict
+from werkzeug.exceptions import NotFound
+
+from odoo import fields
+from odoo import http
+from odoo.http import request
+from odoo.addons.http_routing.models.ir_http import slug, unslug
+from odoo.addons.website.models.ir_http import sitemap_qs2dom
+from odoo.addons.portal.controllers.portal import CustomerPortal
+from odoo.addons.website_partner.controllers.main import WebsitePartnerPage
+
+from odoo.tools.translate import _
+
+
+class WebsiteAccount(CustomerPortal):
+
+    def get_domain_my_lead(self, user):
+        return [
+            ('partner_assigned_id', 'child_of', user.commercial_partner_id.id),
+            ('type', '=', 'lead')
+        ]
+
+    def get_domain_my_opp(self, user):
+        return [
+            ('partner_assigned_id', 'child_of', user.commercial_partner_id.id),
+            ('type', '=', 'opportunity')
+        ]
+
+    def _prepare_home_portal_values(self, counters):
+        values = super()._prepare_home_portal_values(counters)
+        CrmLead = request.env['crm.lead']
+        if 'lead_count' in counters:
+            values['lead_count'] = (
+                CrmLead.search_count(self.get_domain_my_lead(request.env.user))
+                if CrmLead.check_access_rights('read', raise_exception=False)
+                else 0
+            )
+        if 'opp_count' in counters:
+            values['opp_count'] = (
+                CrmLead.search_count(self.get_domain_my_opp(request.env.user))
+                if CrmLead.check_access_rights('read', raise_exception=False)
+                else 0
+            )
+        return values
+
+    @http.route(['/my/leads', '/my/leads/page/<int:page>'], type='http', auth="user", website=True)
+    def portal_my_leads(self, page=1, date_begin=None, date_end=None, sortby=None, **kw):
+        values = self._prepare_portal_layout_values()
+        CrmLead = request.env['crm.lead']
+        domain = self.get_domain_my_lead(request.env.user)
+
+        searchbar_sortings = {
+            'date': {'label': _('Newest'), 'order': 'create_date desc'},
+            'name': {'label': _('Name'), 'order': 'name'},
+            'contact_name': {'label': _('Contact Name'), 'order': 'contact_name'},
+        }
+
+        # default sort by value
+        if not sortby:
+            sortby = 'date'
+        order = searchbar_sortings[sortby]['order']
+
+        if date_begin and date_end:
+            domain += [('create_date', '>', date_begin), ('create_date', '<=', date_end)]
+
+        # pager
+        lead_count = CrmLead.search_count(domain)
+        pager = request.website.pager(
+            url="/my/leads",
+            url_args={'date_begin': date_begin, 'date_end': date_end, 'sortby': sortby},
+            total=lead_count,
+            page=page,
+            step=self._items_per_page
+        )
+        # content according to pager and archive selected
+        leads = CrmLead.search(domain, order=order, limit=self._items_per_page, offset=pager['offset'])
+
+        values.update({
+            'date': date_begin,
+            'leads': leads,
+            'page_name': 'lead',
+            'default_url': '/my/leads',
+            'pager': pager,
+            'searchbar_sortings': searchbar_sortings,
+            'sortby': sortby,
+        })
+        return request.render("website_crm_partner_assign.portal_my_leads", values)
+
+    @http.route(['/my/opportunities', '/my/opportunities/page/<int:page>'], type='http', auth="user", website=True)
+    def portal_my_opportunities(self, page=1, date_begin=None, date_end=None, sortby=None, filterby=None, **kw):
+        values = self._prepare_portal_layout_values()
+        CrmLead = request.env['crm.lead']
+        domain = self.get_domain_my_opp(request.env.user)
+
+        today = fields.Date.today()
+        this_week_end_date = fields.Date.to_string(fields.Date.from_string(today) + datetime.timedelta(days=7))
+
+        searchbar_filters = {
+            'all': {'label': _('Active'), 'domain': []},
+            'today': {'label': _('Today Activities'), 'domain': [('activity_date_deadline', '=', today)]},
+            'week': {'label': _('This Week Activities'),
+                     'domain': [('activity_date_deadline', '>=', today), ('activity_date_deadline', '<=', this_week_end_date)]},
+            'overdue': {'label': _('Overdue Activities'), 'domain': [('activity_date_deadline', '<', today)]},
+            'won': {'label': _('Won'), 'domain': [('stage_id.is_won', '=', True)]},
+            'lost': {'label': _('Lost'), 'domain': [('active', '=', False), ('probability', '=', 0)]},
+        }
+        searchbar_sortings = {
+            'date': {'label': _('Newest'), 'order': 'create_date desc'},
+            'name': {'label': _('Name'), 'order': 'name'},
+            'contact_name': {'label': _('Contact Name'), 'order': 'contact_name'},
+            'revenue': {'label': _('Expected Revenue'), 'order': 'expected_revenue desc'},
+            'probability': {'label': _('Probability'), 'order': 'probability desc'},
+            'stage': {'label': _('Stage'), 'order': 'stage_id'},
+        }
+
+        # default sort by value
+        if not sortby:
+            sortby = 'date'
+        order = searchbar_sortings[sortby]['order']
+        # default filter by value
+        if not filterby:
+            filterby = 'all'
+        domain += searchbar_filters[filterby]['domain']
+        if filterby == 'lost':
+            CrmLead = CrmLead.with_context(active_test=False)
+
+        if date_begin and date_end:
+            domain += [('create_date', '>', date_begin), ('create_date', '<=', date_end)]
+        # pager
+        opp_count = CrmLead.search_count(domain)
+        pager = request.website.pager(
+            url="/my/opportunities",
+            url_args={'date_begin': date_begin, 'date_end': date_end, 'sortby': sortby, 'filterby': filterby},
+            total=opp_count,
+            page=page,
+            step=self._items_per_page
+        )
+        # content according to pager
+        opportunities = CrmLead.search(domain, order=order, limit=self._items_per_page, offset=pager['offset'])
+
+        values.update({
+            'date': date_begin,
+            'opportunities': opportunities,
+            'page_name': 'opportunity',
+            'default_url': '/my/opportunities',
+            'pager': pager,
+            'searchbar_sortings': searchbar_sortings,
+            'sortby': sortby,
+            'searchbar_filters': OrderedDict(sorted(searchbar_filters.items())),
+            'filterby': filterby,
+        })
+        return request.render("website_crm_partner_assign.portal_my_opportunities", values)
+
+    @http.route(['''/my/lead/<model('crm.lead', "[('type','=', 'lead')]"):lead>'''], type='http', auth="user", website=True)
+    def portal_my_lead(self, lead, **kw):
+        if lead.type != 'lead':
+            raise NotFound()
+        return request.render("website_crm_partner_assign.portal_my_lead", {'lead': lead})
+
+    @http.route(['''/my/opportunity/<model('crm.lead', "[('type','=', 'opportunity')]"):opp>'''], type='http', auth="user", website=True)
+    def portal_my_opportunity(self, opp, **kw):
+        if opp.type != 'opportunity':
+            raise NotFound()
+
+        return request.render(
+            "website_crm_partner_assign.portal_my_opportunity", {
+                'opportunity': opp,
+                'user_activity': opp.sudo().activity_ids.filtered(lambda activity: activity.user_id == request.env.user)[:1],
+                'stages': request.env['crm.stage'].search([
+                    ('is_won', '!=', True), '|', ('team_id', '=', False), ('team_id', '=', opp.team_id.id)
+                ], order='sequence desc, name desc, id desc'),
+                'activity_types': request.env['mail.activity.type'].sudo().search(['|', ('res_model', '=', opp._name), ('res_model', '=', False)]),
+                'states': request.env['res.country.state'].sudo().search([]),
+                'countries': request.env['res.country'].sudo().search([]),
+            })
+
+
+class WebsiteCrmPartnerAssign(WebsitePartnerPage):
+    _references_per_page = 40
+
+    def sitemap_partners(env, rule, qs):
+        if not qs or qs.lower() in '/partners':
+            yield {'loc': '/partners'}
+
+        Grade = env['res.partner.grade']
+        dom = [('website_published', '=', True)]
+        dom += sitemap_qs2dom(qs=qs, route='/partners/grade/', field=Grade._rec_name)
+        for grade in env['res.partner.grade'].search(dom):
+            loc = '/partners/grade/%s' % slug(grade)
+            if not qs or qs.lower() in loc:
+                yield {'loc': loc}
+
+        partners_dom = [('is_company', '=', True), ('grade_id', '!=', False), ('website_published', '=', True),
+                        ('grade_id.website_published', '=', True), ('country_id', '!=', False)]
+        dom += sitemap_qs2dom(qs=qs, route='/partners/country/')
+        countries = env['res.partner'].sudo()._read_group(partners_dom, groupby=['country_id'])
+        for [country] in countries:
+            loc = '/partners/country/%s' % slug(country)
+            if not qs or qs.lower() in loc:
+                yield {'loc': loc}
+
+    @http.route([
+        '/partners',
+        '/partners/page/<int:page>',
+
+        '/partners/grade/<model("res.partner.grade"):grade>',
+        '/partners/grade/<model("res.partner.grade"):grade>/page/<int:page>',
+
+        '/partners/country/<model("res.country"):country>',
+        '/partners/country/<model("res.country"):country>/page/<int:page>',
+
+        '/partners/grade/<model("res.partner.grade"):grade>/country/<model("res.country"):country>',
+        '/partners/grade/<model("res.partner.grade"):grade>/country/<model("res.country"):country>/page/<int:page>',
+    ], type='http', auth="public", website=True, sitemap=sitemap_partners)
+    def partners(self, country=None, grade=None, page=0, **post):
+        country_all = post.pop('country_all', False)
+        partner_obj = request.env['res.partner']
+        country_obj = request.env['res.country']
+        search = post.get('search', '')
+
+        base_partner_domain = [('is_company', '=', True), ('grade_id', '!=', False), ('website_published', '=', True)]
+        if not request.env['res.users'].has_group('website.group_website_restricted_editor'):
+            base_partner_domain += [('grade_id.website_published', '=', True)]
+        if search:
+            base_partner_domain += ['|', ('name', 'ilike', search), ('website_description', 'ilike', search)]
+
+        # Infer Country
+        if not country and not country_all:
+            if request.geoip.country_code:
+                country = country_obj.search([('code', '=', request.geoip.country_code)], limit=1)
+
+        # Group by country
+        country_domain = list(base_partner_domain)
+        if grade:
+            country_domain += [('grade_id', '=', grade.id)]
+        countries = partner_obj.sudo().read_group(
+            country_domain, ["id", "country_id"],
+            groupby="country_id", orderby="country_id")
+
+        # Fallback: Show all partners when country has no associates.
+        country_ids = [c['country_id'][0] for c in countries]
+        if country and country.id not in country_ids:
+            country = None
+
+        # Group by grade
+        grade_domain = list(base_partner_domain)
+        if country:
+            grade_domain += [('country_id', '=', country.id)]
+        grades = partner_obj.sudo().read_group(
+            grade_domain, ["id", "grade_id"],
+            groupby="grade_id")
+        grades_partners = partner_obj.sudo().search_count(grade_domain)
+        # flag active grade
+        for grade_dict in grades:
+            grade_dict['active'] = grade and grade_dict['grade_id'][0] == grade.id
+        grades.insert(0, {
+            'grade_id_count': grades_partners,
+            'grade_id': (0, _("All Categories")),
+            'active': bool(grade is None),
+        })
+
+        countries_partners = partner_obj.sudo().search_count(country_domain)
+        # flag active country
+        for country_dict in countries:
+            country_dict['active'] = country and country_dict['country_id'] and country_dict['country_id'][0] == country.id
+        countries.insert(0, {
+            'country_id_count': countries_partners,
+            'country_id': (0, _("All Countries")),
+            'active': bool(country is None),
+        })
+
+        # current search
+        if grade:
+            base_partner_domain += [('grade_id', '=', grade.id)]
+        if country:
+            base_partner_domain += [('country_id', '=', country.id)]
+
+        # format pager
+        if grade and not country:
+            url = '/partners/grade/' + slug(grade)
+        elif country and not grade:
+            url = '/partners/country/' + slug(country)
+        elif country and grade:
+            url = '/partners/grade/' + slug(grade) + '/country/' + slug(country)
+        else:
+            url = '/partners'
+        url_args = {}
+        if search:
+            url_args['search'] = search
+        if country_all:
+            url_args['country_all'] = True
+
+        partner_count = partner_obj.sudo().search_count(base_partner_domain)
+        pager = request.website.pager(
+            url=url, total=partner_count, page=page, step=self._references_per_page, scope=7,
+            url_args=url_args)
+
+        # search partners matching current search parameters
+        partner_ids = partner_obj.sudo().search(
+            base_partner_domain, order="grade_sequence ASC, implemented_partner_count DESC, complete_name ASC, id ASC",
+            offset=pager['offset'], limit=self._references_per_page)
+        partners = partner_ids.sudo()
+
+        google_map_partner_ids = ','.join(str(p.id) for p in partners)
+        google_maps_api_key = request.website.google_maps_api_key
+
+        values = {
+            'countries': countries,
+            'country_all': country_all,
+            'current_country': country,
+            'grades': grades,
+            'current_grade': grade,
+            'partners': partners,
+            'google_map_partner_ids': google_map_partner_ids,
+            'pager': pager,
+            'searches': post,
+            'search_path': "%s" % werkzeug.urls.url_encode(post),
+            'google_maps_api_key': google_maps_api_key,
+        }
+        return request.render("website_crm_partner_assign.index", values, status=partners and 200 or 404)
+
+
+    # Do not use semantic controller due to sudo()
+    @http.route()
+    def partners_detail(self, partner_id, **post):
+        current_slug = partner_id
+        _, partner_id = unslug(partner_id)
+        current_grade, current_country = None, None
+        grade_id = post.get('grade_id')
+        country_id = post.get('country_id')
+        if grade_id:
+            current_grade = request.env['res.partner.grade'].browse(int(grade_id)).exists()
+        if country_id:
+            current_country = request.env['res.country'].browse(int(country_id)).exists()
+        if partner_id:
+            partner = request.env['res.partner'].sudo().browse(partner_id)
+            is_website_restricted_editor = request.env['res.users'].has_group('website.group_website_restricted_editor')
+            if partner.exists() and (partner.website_published or is_website_restricted_editor):
+                if slug(partner) != current_slug:
+                    return request.redirect('/partners/%s' % slug(partner))
+                values = {
+                    'main_object': partner,
+                    'partner': partner,
+                    'current_grade': current_grade,
+                    'current_country': current_country
+                }
+                return request.render("website_crm_partner_assign.partner", values)
+        raise request.not_found()

data/crm_lead_demo.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+      <data noupdate="1">
+
+            <!--  Demo Leads -->
+            <record id="crm_case_partner_assign_1" model="crm.lead">
+                  <field name="type">lead</field>
+                  <field name="name">Specifications and price of your phones</field>
+                  <field name="contact_name">Steve Martinez</field>
+                  <field name="partner_name"></field>
+                  <field name="partner_id" ref=""/>
+                  <field name="function">Reseller</field>
+                  <field name="country_id" ref="base.uk"/>
+                  <field name="city">Edinburgh</field>
+                  <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
+                  <field name="priority">2</field>
+                  <field name="team_id" ref="sales_team.crm_team_1"/>
+                  <field name="user_id" ref=""/>
+                  <field name="stage_id" ref="crm.stage_lead1"/>
+                  <field name="description">Hi,
+
+            Please, can you give me more details about your phones, including their specifications and their prices.
+
+            Regards,
+            Steve</field>
+                  <field eval="1" name="active"/>
+                  <field name="partner_assigned_id" ref="base.partner_demo_portal"/>
+                  <field name="campaign_id" ref="utm.utm_campaign_email_campaign_products"/>
+                  <field name="medium_id" ref="utm.utm_medium_email"/>
+                  <field name="source_id" ref="utm.utm_source_newsletter"/>
+            </record>
+      </data>
+</odoo>

data/crm_lead_merge_template.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+<template id="crm_lead_merge_summary_inherit_partner_assign" inherit_id="crm.crm_lead_merge_summary">
+    <xpath expr="//div[@name='company']" position="after">
+        <br t-if="lead.date_partner_assign or lead.partner_assigned_id" />
+        <div t-if="lead.partner_assigned_id">
+            Assigned Partner: <span t-field="lead.partner_assigned_id"/>
+        </div>
+        <div name="date_partner_assign" t-if="lead.date_partner_assign">
+            Partner Assignment Date: <span t-field="lead.date_partner_assign"/>
+        </div>
+    </xpath>
+    <xpath expr="//div[@name='address']" position="attributes">
+        <attribute name="t-if">
+            lead.street or lead.street2 or lead.zip or lead.city or lead.state_id or lead.country_id
+            or lead.partner_latitude or lead.partner_longitude
+        </attribute>
+    </xpath>
+    <xpath expr="//div[@name='address']/*[last()]" position="after">
+        <div name="partner_geolocation" t-if="lead.partner_latitude or lead.partner_longitude">
+            Geolocation: <t t-esc="lead.partner_latitude"/> latitude, <t t-esc="lead.partner_longitude"/> longitude
+        </div>
+    </xpath>
+</template>
+
+</odoo>

data/crm_tag_data.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record model="crm.tag" id="tag_portal_lead_partner_unavailable">
+            <field name="name">No more partner available</field>
+            <field name="color">3</field>
+        </record>
+        <record model="crm.tag" id="tag_portal_lead_is_spam">
+            <field name="name">Spam</field>
+            <field name="color">3</field>
+        </record>
+        <record model="crm.tag" id="tag_portal_lead_own_opp">
+            <field name="name">Created by Partner</field>
+            <field name="color">4</field>
+        </record>
+    </data>
+</odoo>

data/mail_template_data.xml

@@ -0,0 +1,102 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="0">
+        <!-- Technical template, keep updated -->
+        <record id="email_template_lead_forward_mail" model="mail.template">
+            <field name="name">Lead Forward: Send to partner</field>
+            <field name="model_id" ref="website_crm_partner_assign.model_crm_lead_forward_to_partner" />
+            <field name="subject">Fwd: Lead: {{ ctx['partner_id'].name }}</field>
+            <field name="email_from">{{ user.email_formatted }}</field>
+            <field name="email_to">{{ ctx['partner_id'].email_formatted }}</field>
+            <field name="description">Sent to partner when a lead has been assigned to him</field>
+            <field name="body_html" type="html">
+<table border="0" cellpadding="0" cellspacing="0" style="padding-top: 16px; background-color: #F1F1F1; font-family:Verdana, Arial,sans-serif; color: #454748; width: 100%; border-collapse:separate;"><tr><td align="center">
+<table border="0" cellpadding="0" cellspacing="0" width="590" style="padding: 16px; background-color: white; color: #454748; border-collapse:separate;">
+<tbody>
+    <!-- HEADER -->
+    <tr>
+        <td align="center" style="min-width: 590px;">
+            <table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; padding: 0px 8px 0px 8px; border-collapse:separate;">
+                <tr><td valign="middle">
+                    <span style="font-size: 10px;">Your leads</span><br/>
+                </td><td valign="middle" align="right" t-if="not user.company_id.uses_default_logo">
+                    <img t-attf-src="/logo.png?company={{ user.company_id.id }}" style="padding: 0px; margin: 0px; height: auto; width: 80px;" t-att-alt="user.company_id.name"/>
+                </td></tr>
+                <tr><td colspan="2" style="text-align:center;">
+                  <hr width="100%" style="background-color:rgb(204,204,204);border:medium none;clear:both;display:block;font-size:0px;min-height:1px;line-height:0; margin:16px 0px 16px 0px;"/>
+                </td></tr>
+            </table>
+        </td>
+    </tr>
+    <!-- CONTENT -->
+    <tr>
+        <td align="center" style="min-width: 590px;">
+            <table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; padding: 0px 8px 0px 8px; border-collapse:separate;">
+                <tr>
+                    <td valign="top" style="font-size: 13px;">
+                        <div>
+                            Hello,<br/>
+                            We have been contacted by those prospects that are in your region. Thus, the following leads have been assigned to <t t-out="ctx['partner_id'].name or ''"></t>:<br/>
+                            <ol>
+                                <li t-foreach="ctx['partner_leads']" t-as="lead"><a t-att-href="lead['lead_link']" t-out="lead['lead_id'].name or 'Subject Undefined'">Subject Undefined</a>, <t t-out="lead['lead_id'].partner_name or lead['lead_id'].contact_name or 'Contact Name Undefined'">Contact Name Undefined</t>, <t t-out="lead['lead_id'].country_id and lead['lead_id'].country_id.name or 'Country Undefined'">Country Undefined</t>, <t t-out="lead['lead_id'].email_from or 'Email Undefined' or ''">Email Undefined</t>, <t t-out="lead['lead_id'].phone or ''">+1 650-123-4567</t> </li><br/>
+                            </ol>
+                            <t t-if="ctx.get('partner_in_portal')">
+                                Please connect to your <a t-att-href="'%s?db=%s' % (object.get_base_url(), object.env.cr.dbname)">Partner Portal</a> to get details. On each lead are two buttons on the top left corner that you should press after having contacted the lead: "I'm interested" &amp; "I'm not interested".<br/>
+                            </t>
+                            <t t-else="">
+                                You do not have yet a portal access to our database. Please contact
+                                <t t-out="ctx['partner_id'].user_id and ctx['partner_id'].user_id.email and 'your account manager %s (%s)' % (ctx['partner_id'].user_id.name,ctx['partner_id'].user_id.email) or 'us'">us</t>.<br/>
+                            </t>
+                            The lead will be sent to another partner if you do not contact the lead before 20 days.<br/><br/>
+                            Thank you,<br/>
+                            <t t-out="ctx['partner_id'].user_id and ctx['partner_id'].user_id.signature or ''"></t>
+                            <br/>
+                            <t t-if="not ctx['partner_id'].user_id">
+                                PS: It looks like you do not have an account manager assigned to you, please contact us.
+                            </t>
+                        </div>
+                    </td>
+                </tr>
+                <tr>
+                    <td style="text-align:center;">
+                        <hr width="100%" style="background-color:rgb(204,204,204);border:medium none;clear:both;display:block;font-size:0px;min-height:1px;line-height:0; margin: 16px 0px 16px 0px;"/>
+                    </td>
+                </tr>
+            </table>
+        </td>
+    </tr>
+    <!-- FOOTER -->
+    <tr>
+        <td align="center" style="min-width: 590px;">
+            <table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; font-size: 11px; padding: 0px 8px 0px 8px; border-collapse:separate;">
+                <tr><td valign="middle" align="left">
+                    <t t-out="user.company_id.name or ''">YourCompany</t>
+                </td></tr>
+                <tr><td valign="middle" align="left" style="opacity: 0.7;">
+                    <t t-out="user.company_id.phone or ''">+1 650-123-4567</t>
+                    <t t-if="user.company_id.phone and (user.company_id.email or user.company_id.website)">|</t>
+                    <a t-if="user.company_id.email" t-att-href="'mailto:%s' % user.company_id.email" style="text-decoration:none; color: #454748;" t-out="user.company_id.email or ''">info@yourcompany.com</a>
+                    <t t-if="user.company_id.email and user.company_id.website">|</t>
+                    <a t-if="user.company_id.website" t-att-href="'%s' % user.company_id.website" style="text-decoration:none; color: #454748;" t-out="user.company_id.website or ''">http://www.example.com</a>
+                </td></tr>
+            </table>
+        </td>
+    </tr>
+</tbody>
+</table>
+</td></tr>
+<!-- POWERED BY -->
+<tr><td align="center" style="min-width: 590px;">
+    <table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: #F1F1F1; color: #454748; padding: 8px; border-collapse:separate;">
+      <tr><td style="text-align: center; font-size: 13px;">
+        Powered by <a target="_blank" href="https://www.odoo.com?utm_source=db&amp;utm_medium=website" style="color: #875A7B;">Odoo</a>
+      </td></tr>
+    </table>
+</td></tr>
+</table>
+            </field>
+            <field name="lang">{{ ctx['partner_id'].lang }}</field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+    </data>
+</odoo>

data/res_partner_activation_data.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="res_partner_activation_data_fully_operational" model="res.partner.activation">
+        <field name="name">Fully Operational</field>
+        <field name="sequence">1</field>
+    </record>
+    <record id="res_partner_activation_data_ramp_up" model="res.partner.activation">
+        <field name="name">Ramp-up</field>
+        <field name="sequence">2</field>
+    </record>
+    <record id="res_partner_activation_data_first_contact" model="res.partner.activation">
+        <field name="name">First Contact</field>
+        <field name="sequence">3</field>
+    </record>
+</odoo>

data/res_partner_demo.xml

@@ -0,0 +1,81 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+        <record id="base.res_partner_3" model="res.partner">
+            <field name="grade_id" ref="res_partner_grade_data_bronze"/>
+            <field name="partner_weight">10</field>
+        </record>
+        <record model="res.partner" id="base.res_partner_2">
+            <field name="assigned_partner_id" ref="base.res_partner_3"/>
+        </record>
+       <record id="base.res_partner_4" model="res.partner">
+            <field name="grade_id" ref="res_partner_grade_data_bronze"/>
+            <field name="partner_weight">10</field>
+        </record>
+        <record id="base.res_partner_12" model="res.partner">
+            <field name="grade_id" ref="res_partner_grade_data_bronze"/>
+            <field name="partner_weight">10</field>
+        </record>
+
+        <record id="base.res_partner_3" model="res.partner">
+            <field name="grade_id" ref="res_partner_grade_data_silver"/>
+            <field name="partner_weight">10</field>
+        </record>
+        <record id="base.res_partner_12" model="res.partner">
+            <field name="grade_id" ref="res_partner_grade_data_silver"/>
+            <field name="partner_weight">10</field>
+        </record>
+        <record id="base.res_partner_12" model="res.partner">
+            <field name="grade_id" ref="res_partner_grade_data_silver"/>
+            <field name="partner_weight">10</field>
+        </record>
+
+        <record id="base.res_partner_10" model="res.partner">
+            <field name="grade_id" ref="res_partner_grade_data_gold"/>
+            <field name="partner_weight">10</field>
+        </record>
+        <record id="base.res_partner_18" model="res.partner">
+            <field name="grade_id" ref="res_partner_grade_data_gold"/>
+            <field name="partner_weight">10</field>
+        </record>
+        <record id="base.res_partner_1" model="res.partner">
+            <field name="grade_id" ref="res_partner_grade_data_gold"/>
+            <field name="partner_weight">10</field>
+        </record>
+
+        <record model="res.partner" id="base.res_partner_10">
+            <field name="assigned_partner_id" ref="base.res_partner_4"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_12">
+            <field name="assigned_partner_id" ref="base.res_partner_10"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_4">
+            <field name="assigned_partner_id" ref="base.res_partner_4"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_10">
+            <field name="assigned_partner_id" ref="base.res_partner_12"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_3">
+            <field name="assigned_partner_id" ref="base.res_partner_3"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_2">
+            <field name="assigned_partner_id" ref="base.res_partner_1"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_4">
+            <field name="assigned_partner_id" ref="base.res_partner_18"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_4">
+            <field name="assigned_partner_id" ref="base.res_partner_3"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_1">
+            <field name="assigned_partner_id" ref="base.res_partner_12"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_1">
+            <field name="assigned_partner_id" ref="base.res_partner_2"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_1">
+            <field name="assigned_partner_id" ref="base.res_partner_2"/>
+        </record>
+        <record model="res.partner" id="base.res_partner_12">
+            <field name="assigned_partner_id" ref="base.res_partner_12"/>
+        </record>
+</odoo>

data/res_partner_grade_data.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="res_partner_grade_data_gold" model="res.partner.grade">
+        <field name="name">Gold</field>
+        <field name="sequence">1</field>
+    </record>
+    <record id="res_partner_grade_data_silver" model="res.partner.grade">
+        <field name="name">Silver</field>
+        <field name="sequence">2</field>
+    </record>
+    <record id="res_partner_grade_data_bronze" model="res.partner.grade">
+        <field name="name">Bronze</field>
+        <field name="sequence">3</field>
+    </record>
+</odoo>

data/res_partner_grade_demo.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <data noupdate="1">
+        <record id="website_crm_partner_assign.res_partner_grade_data_gold" model="res.partner.grade">
+            <field name="is_published" eval="True" />
+        </record>
+        <record id="website_crm_partner_assign.res_partner_grade_data_silver" model="res.partner.grade">
+            <field name="is_published" eval="True" />
+        </record>
+        <record id="website_crm_partner_assign.res_partner_grade_data_bronze" model="res.partner.grade">
+            <field name="is_published" eval="True" />
+        </record>
+    </data>
+</odoo>

models/__init__.py

@@ -0,0 +1,8 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import crm_lead
+from . import res_partner
+from . import res_partner_activation
+from . import res_partner_grade
+from . import website

models/crm_lead.py

@@ -0,0 +1,321 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+import random
+from markupsafe import Markup
+
+from odoo import api, fields, models, _
+from odoo.exceptions import AccessDenied, AccessError, UserError
+from odoo.tools import html_escape
+
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    partner_latitude = fields.Float('Geo Latitude', digits=(10, 7))
+    partner_longitude = fields.Float('Geo Longitude', digits=(10, 7))
+    partner_assigned_id = fields.Many2one('res.partner', 'Assigned Partner', tracking=True, domain="['|', ('company_id', '=', False), ('company_id', '=', company_id)]", help="Partner this case has been forwarded/assigned to.", index='btree_not_null')
+    partner_declined_ids = fields.Many2many(
+        'res.partner',
+        'crm_lead_declined_partner',
+        'lead_id',
+        'partner_id',
+        string='Partner not interested')
+    date_partner_assign = fields.Date(
+        'Partner Assignment Date', compute='_compute_date_partner_assign',
+        copy=True, readonly=False, store=True,
+        help="Last date this case was forwarded/assigned to a partner")
+
+    @api.depends("partner_assigned_id")
+    def _compute_date_partner_assign(self):
+        for lead in self:
+            if not lead.partner_assigned_id:
+                lead.date_partner_assign = False
+            else:
+                lead.date_partner_assign = fields.Date.context_today(lead)
+
+    def _merge_get_fields(self):
+        fields_list = super(CrmLead, self)._merge_get_fields()
+        fields_list += ['partner_latitude', 'partner_longitude', 'partner_assigned_id', 'date_partner_assign']
+        return fields_list
+
+    def assign_salesman_of_assigned_partner(self):
+        salesmans_leads = {}
+        for lead in self:
+            if lead.active and lead.probability < 100:
+                if lead.partner_assigned_id and lead.partner_assigned_id.user_id != lead.user_id:
+                    salesmans_leads.setdefault(lead.partner_assigned_id.user_id.id, []).append(lead.id)
+
+        for salesman_id, leads_ids in salesmans_leads.items():
+            leads = self.browse(leads_ids)
+            leads.write({'user_id': salesman_id})
+
+    def action_assign_partner(self):
+        """ While assigning a partner, geo-localization is performed only for leads having country
+            set (see method 'assign_geo_localize' and 'search_geo_partner'). So for leads that does not
+            have country set, we show the notification, and for the rest, we geo-localize them.
+        """
+        leads_with_country = self.filtered(lambda lead: lead.country_id)
+        leads_without_country = self - leads_with_country
+        if leads_without_country:
+            self.env['bus.bus']._sendone(self.env.user.partner_id, 'simple_notification', {
+                'type': 'danger',
+                'title': _("Warning"),
+                'message': _('There is no country set in addresses for %(lead_names)s.', lead_names=', '.join(leads_without_country.mapped('name'))),
+            })
+        return leads_with_country.assign_partner(partner_id=False)
+
+    def assign_partner(self, partner_id=False):
+        partner_dict = {}
+        res = False
+        if not partner_id:
+            partner_dict = self.search_geo_partner()
+        for lead in self:
+            if not partner_id:
+                partner_id = partner_dict.get(lead.id, False)
+            if not partner_id:
+                tag_to_add = self.env.ref('website_crm_partner_assign.tag_portal_lead_partner_unavailable', False)
+                if tag_to_add:
+                    lead.write({'tag_ids': [(4, tag_to_add.id, False)]})
+                continue
+            lead.assign_geo_localize(lead.partner_latitude, lead.partner_longitude)
+            partner = self.env['res.partner'].browse(partner_id)
+            if partner.user_id:
+                lead._handle_salesmen_assignment(user_ids=partner.user_id.ids, team_id=partner.team_id.id)
+            lead.write({'partner_assigned_id': partner_id})
+        return res
+
+    def assign_geo_localize(self, latitude=False, longitude=False):
+        if latitude and longitude:
+            self.write({
+                'partner_latitude': latitude,
+                'partner_longitude': longitude
+            })
+            return True
+        # Don't pass context to browse()! We need country name in english below
+        for lead in self:
+            if lead.partner_latitude and lead.partner_longitude:
+                continue
+            if lead.country_id:
+                result = self.env['res.partner']._geo_localize(
+                    lead.street, lead.zip, lead.city,
+                    lead.state_id.name, lead.country_id.name
+                )
+                if result:
+                    lead.write({
+                        'partner_latitude': result[0],
+                        'partner_longitude': result[1]
+                    })
+        return True
+
+    def _prepare_customer_values(self, partner_name, is_company=False, parent_id=False):
+        res = super()._prepare_customer_values(partner_name, is_company=is_company, parent_id=parent_id)
+        res.update({
+            'partner_latitude': self.partner_latitude,
+            'partner_longitude': self.partner_longitude,
+        })
+        return res
+
+    def search_geo_partner(self):
+        Partner = self.env['res.partner']
+        res_partner_ids = {}
+        self.assign_geo_localize()
+        for lead in self:
+            partner_ids = []
+            if not lead.country_id:
+                continue
+            latitude = lead.partner_latitude
+            longitude = lead.partner_longitude
+            if latitude and longitude:
+                # 1. first way: in the same country, small area
+                partner_ids = Partner.search([
+                    ('partner_weight', '>', 0),
+                    ('partner_latitude', '>', latitude - 2), ('partner_latitude', '<', latitude + 2),
+                    ('partner_longitude', '>', longitude - 1.5), ('partner_longitude', '<', longitude + 1.5),
+                    ('country_id', '=', lead.country_id.id),
+                    ('id', 'not in', lead.partner_declined_ids.mapped('id')),
+                ])
+
+                # 2. second way: in the same country, big area
+                if not partner_ids:
+                    partner_ids = Partner.search([
+                        ('partner_weight', '>', 0),
+                        ('partner_latitude', '>', latitude - 4), ('partner_latitude', '<', latitude + 4),
+                        ('partner_longitude', '>', longitude - 3), ('partner_longitude', '<', longitude + 3),
+                        ('country_id', '=', lead.country_id.id),
+                        ('id', 'not in', lead.partner_declined_ids.mapped('id')),
+                    ])
+
+                # 3. third way: in the same country, extra large area
+                if not partner_ids:
+                    partner_ids = Partner.search([
+                        ('partner_weight', '>', 0),
+                        ('partner_latitude', '>', latitude - 8), ('partner_latitude', '<', latitude + 8),
+                        ('partner_longitude', '>', longitude - 8), ('partner_longitude', '<', longitude + 8),
+                        ('country_id', '=', lead.country_id.id),
+                        ('id', 'not in', lead.partner_declined_ids.mapped('id')),
+                    ])
+
+                # 5. fifth way: anywhere in same country
+                if not partner_ids:
+                    # still haven't found any, let's take all partners in the country!
+                    partner_ids = Partner.search([
+                        ('partner_weight', '>', 0),
+                        ('country_id', '=', lead.country_id.id),
+                        ('id', 'not in', lead.partner_declined_ids.mapped('id')),
+                    ])
+
+                # 6. sixth way: closest partner whatsoever, just to have at least one result
+                if not partner_ids:
+                    # warning: point() type takes (longitude, latitude) as parameters in this order!
+                    self._cr.execute("""SELECT id, distance
+                                  FROM  (select id, (point(partner_longitude, partner_latitude) <-> point(%s,%s)) AS distance FROM res_partner
+                                  WHERE active
+                                        AND partner_longitude is not null
+                                        AND partner_latitude is not null
+                                        AND partner_weight > 0
+                                        AND id not in (select partner_id from crm_lead_declined_partner where lead_id = %s)
+                                        ) AS d
+                                  ORDER BY distance LIMIT 1""", (longitude, latitude, lead.id))
+                    res = self._cr.dictfetchone()
+                    if res:
+                        partner_ids = Partner.browse([res['id']])
+
+                if partner_ids:
+                    res_partner_ids[lead.id] = random.choices(
+                        partner_ids.ids,
+                        partner_ids.mapped('partner_weight'),
+                    )[0]
+
+        return res_partner_ids
+
+    def partner_interested(self, comment=False):
+        message = Markup('<p>%s</p>') % _('I am interested by this lead.')
+        if comment:
+            message += Markup('<p>%s</p>') % comment
+        for lead in self:
+            lead.message_post(body=message)
+            lead.sudo().convert_opportunity(lead.partner_id)  # sudo required to convert partner data
+
+    def partner_desinterested(self, comment=False, contacted=False, spam=False):
+        if contacted:
+            message = Markup('<p>%s</p>') % _('I am not interested by this lead. I contacted the lead.')
+        else:
+            message = Markup('<p>%s</p>') % _('I am not interested by this lead. I have not contacted the lead.')
+        partner_ids = self.env['res.partner'].search(
+            [('id', 'child_of', self.env.user.partner_id.commercial_partner_id.id)])
+        self.message_unsubscribe(partner_ids=partner_ids.ids)
+        if comment:
+            message += Markup('<p>%s</p>') % comment
+        self.message_post(body=message)
+        values = {
+            'partner_assigned_id': False,
+        }
+
+        if spam:
+            tag_spam = self.env.ref('website_crm_partner_assign.tag_portal_lead_is_spam', False)
+            if tag_spam and tag_spam not in self.tag_ids:
+                values['tag_ids'] = [(4, tag_spam.id, False)]
+        if partner_ids:
+            values['partner_declined_ids'] = [(4, p, 0) for p in partner_ids.ids]
+        self.sudo().write(values)
+
+    def update_lead_portal(self, values):
+        self.check_access_rights('write')
+        for lead in self:
+            lead_values = {
+                'expected_revenue': values['expected_revenue'],
+                'probability': values['probability'] or False,
+                'priority': values['priority'],
+                'date_deadline': values['date_deadline'] or False,
+            }
+            # As activities may belong to several users, only the current portal user activity
+            # will be modified by the portal form. If no activity exist we create a new one instead
+            # that we assign to the portal user.
+
+            user_activity = lead.sudo().activity_ids.filtered(lambda activity: activity.user_id == self.env.user)[:1]
+            if values['activity_date_deadline']:
+                if user_activity:
+                    user_activity.sudo().write({
+                        'activity_type_id': values['activity_type_id'],
+                        'summary': values['activity_summary'],
+                        'date_deadline': values['activity_date_deadline'],
+                    })
+                else:
+                    self.env['mail.activity'].sudo().create({
+                        'res_model_id': self.env.ref('crm.model_crm_lead').id,
+                        'res_id': lead.id,
+                        'user_id': self.env.user.id,
+                        'activity_type_id': values['activity_type_id'],
+                        'summary': values['activity_summary'],
+                        'date_deadline': values['activity_date_deadline'],
+                    })
+            lead.write(lead_values)
+
+    def update_contact_details_from_portal(self, values):
+        self.check_access_rights('write')
+        fields = ['partner_name', 'phone', 'mobile', 'email_from', 'street', 'street2',
+            'city', 'zip', 'state_id', 'country_id']
+        if any([key not in fields for key in values]):
+            raise UserError(_("Not allowed to update the following field(s): %s.", ", ".join([key for key in values if not key in fields])))
+        return self.sudo().write(values)
+
+    @api.model
+    def create_opp_portal(self, values):
+        if not (self.env.user.partner_id.grade_id or self.env.user.commercial_partner_id.grade_id):
+            raise AccessDenied()
+        user = self.env.user
+        self = self.sudo()
+        if not (values['contact_name'] and values['description'] and values['title']):
+            return {
+                'errors': _('All fields are required!')
+            }
+        tag_own = self.env.ref('website_crm_partner_assign.tag_portal_lead_own_opp', False)
+        values = {
+            'contact_name': values['contact_name'],
+            'name': values['title'],
+            'description': values['description'],
+            'priority': '2',
+            'partner_assigned_id': user.commercial_partner_id.id,
+        }
+        if tag_own:
+            values['tag_ids'] = [(4, tag_own.id, False)]
+
+        lead = self.create(values)
+        lead.assign_salesman_of_assigned_partner()
+        lead.convert_opportunity(lead.partner_id)
+        return {
+            'id': lead.id
+        }
+
+    #
+    #   DO NOT FORWARD PORT IN MASTER
+    #   instead, crm.lead should implement portal.mixin
+    #
+    def _get_access_action(self, access_uid=None, force_website=False):
+        """ Instead of the classic form view, redirect to the online document for
+        portal users or if force_website=True. """
+        self.ensure_one()
+
+        user, record = self.env.user, self
+        if access_uid:
+            try:
+                record.check_access_rights('read')
+                record.check_access_rule("read")
+            except AccessError:
+                return super(CrmLead, self)._get_access_action(access_uid=access_uid, force_website=force_website)
+            user = self.env['res.users'].sudo().browse(access_uid)
+            record = self.with_user(user)
+        if user.share or force_website:
+            try:
+                record.check_access_rights('read')
+                record.check_access_rule('read')
+            except AccessError:
+                pass
+            else:
+                return {
+                    'type': 'ir.actions.act_url',
+                    'url': '/my/opportunity/%s' % record.id,
+                }
+        return super(CrmLead, self)._get_access_action(access_uid=access_uid, force_website=force_website)

models/res_partner.py

@@ -0,0 +1,85 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import api, fields, models
+from odoo.osv import expression
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    @api.model
+    def default_get(self, fields_list):
+        default_vals = super().default_get(fields_list)
+        if self.env.context.get('partner_set_default_grade_activation'):
+            # sets the lowest grade and activation if no default values given, mainly useful while
+            # creating assigned partner on the fly (to make it visible in same m2o again)
+            if 'grade_id' in fields_list and not default_vals.get('grade_id'):
+                default_vals['grade_id'] = self.env['res.partner.grade'].search([], order='sequence', limit=1).id
+            if 'activation' in fields_list and not default_vals.get('activation'):
+                default_vals['activation'] = self.env['res.partner.activation'].search([], order='sequence', limit=1).id
+        return default_vals
+
+    partner_weight = fields.Integer(
+        'Level Weight', compute='_compute_partner_weight',
+        readonly=False, store=True, tracking=True,
+        help="This should be a numerical value greater than 0 which will decide the contention for this partner to take this lead/opportunity.")
+    grade_id = fields.Many2one('res.partner.grade', 'Partner Level', tracking=True)
+    grade_sequence = fields.Integer(related='grade_id.sequence', readonly=True, store=True)
+    activation = fields.Many2one('res.partner.activation', 'Activation', index='btree_not_null', tracking=True)
+    date_partnership = fields.Date('Partnership Date')
+    date_review = fields.Date('Latest Partner Review')
+    date_review_next = fields.Date('Next Partner Review')
+    # customer implementation
+    assigned_partner_id = fields.Many2one(
+        'res.partner', 'Implemented by',
+    )
+    implemented_partner_ids = fields.One2many(
+        'res.partner', 'assigned_partner_id',
+        string='Implementation References',
+    )
+    implemented_partner_count = fields.Integer(compute='_compute_implemented_partner_count', store=True)
+
+    @api.depends('implemented_partner_ids.is_published', 'implemented_partner_ids.active')
+    def _compute_implemented_partner_count(self):
+        rg_result = self.env['res.partner']._read_group(
+            [('assigned_partner_id', 'in', self.ids),
+             ('is_published', '=', True)],
+            ['assigned_partner_id'],
+            ['__count'],
+        )
+        rg_data = {assigned_partner.id: count for assigned_partner, count in rg_result}
+        for partner in self:
+            partner.implemented_partner_count = rg_data.get(partner.id, 0)
+
+    @api.depends('grade_id.partner_weight')
+    def _compute_partner_weight(self):
+        for partner in self:
+            partner.partner_weight = partner.grade_id.partner_weight if partner.grade_id else 0
+
+    def _compute_opportunity_count(self):
+        super()._compute_opportunity_count()
+        opportunity_data = self.env['crm.lead'].with_context(active_test=False)._read_group(
+            [('partner_assigned_id', 'in', self.ids)],
+            ['partner_assigned_id'], ['__count']
+        )
+        assign_counts = {partner_assigned.id: count for partner_assigned, count in opportunity_data}
+        for partner in self:
+            partner.opportunity_count += assign_counts.get(partner.id, 0)
+
+    def action_view_opportunity(self):
+        self.ensure_one()  # especially here as we are doing an id, in, IDS domain
+        action = super().action_view_opportunity()
+        action_domain_origin = action.get('domain')
+        action_context_origin = action.get('context') or {}
+        action_domain_assign = [('partner_assigned_id', '=', self.id)]
+        if not action_domain_origin:
+            action['domain'] = action_domain_assign
+            return action
+        # perform searches independently as having OR with those leaves seems to
+        # be counter productive
+        Lead = self.env['crm.lead'].with_context(**action_context_origin)
+        ids_origin = Lead.search(action_domain_origin).ids
+        ids_new = Lead.search(action_domain_assign).ids
+        action['domain'] = [('id', 'in', sorted(list(set(ids_origin) | set(ids_new))))]
+        return action

models/res_partner_activation.py

@@ -0,0 +1,14 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+
+
+class ResPartnerActivation(models.Model):
+    _name = 'res.partner.activation'
+    _order = 'sequence'
+    _description = 'Partner Activation'
+
+    sequence = fields.Integer('Sequence')
+    name = fields.Char('Name', required=True)
+    active = fields.Boolean(default=True)

models/res_partner_grade.py

@@ -0,0 +1,26 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+from odoo.addons.http_routing.models.ir_http import slug
+
+
+class ResPartnerGrade(models.Model):
+    _name = 'res.partner.grade'
+    _order = 'sequence'
+    _inherit = ['website.published.mixin']
+    _description = 'Partner Grade'
+
+    sequence = fields.Integer('Sequence')
+    active = fields.Boolean('Active', default=lambda *args: 1)
+    name = fields.Char('Level Name', translate=True)
+    partner_weight = fields.Integer('Level Weight', default=1,
+        help="Gives the probability to assign a lead to this partner. (0 means no assignment.)")
+
+    def _compute_website_url(self):
+        super(ResPartnerGrade, self)._compute_website_url()
+        for grade in self:
+            grade.website_url = "/partners/grade/%s" % (slug(grade))
+
+    def _default_is_published(self):
+        return True

models/website.py

@@ -0,0 +1,14 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import models, _
+from odoo.addons.http_routing.models.ir_http import url_for
+
+
+class Website(models.Model):
+    _inherit = "website"
+
+    def get_suggested_controllers(self):
+        suggested_controllers = super(Website, self).get_suggested_controllers()
+        suggested_controllers.append((_('Resellers'), url_for('/partners'), 'website_crm_partner_assign'))
+        return suggested_controllers

report/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import crm_partner_report

report/crm_partner_report.py

@@ -0,0 +1,58 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+
+
+class CrmPartnerReportAssign(models.Model):
+    """ CRM Lead Report """
+    _name = "crm.partner.report.assign"
+    _auto = False
+    _description = "CRM Partnership Analysis"
+
+    partner_id = fields.Many2one('res.partner', 'Partner', required=False, readonly=True)
+    grade_id = fields.Many2one('res.partner.grade', 'Grade', readonly=True)
+    activation = fields.Many2one('res.partner.activation', 'Activation', index=True)
+    user_id = fields.Many2one('res.users', 'User', readonly=True)
+    date_review = fields.Date('Latest Partner Review')
+    date_partnership = fields.Date('Partnership Date')
+    country_id = fields.Many2one('res.country', 'Country', readonly=True)
+    team_id = fields.Many2one('crm.team', 'Sales Team', readonly=True)
+    nbr_opportunities = fields.Integer('# of Opportunity', readonly=True)
+    turnover = fields.Float('Turnover', readonly=True)
+    date = fields.Date('Invoice Account Date', readonly=True)
+
+    _depends = {
+        'account.invoice.report': ['invoice_date', 'partner_id', 'price_subtotal', 'state', 'move_type'],
+        'crm.lead': ['partner_assigned_id'],
+        'res.partner': ['activation', 'country_id', 'date_partnership', 'date_review',
+                        'grade_id', 'parent_id', 'team_id', 'user_id'],
+    }
+
+    @property
+    def _table_query(self):
+        """
+            CRM Lead Report
+            @param cr: the current row, from the database cursor
+        """
+        return """
+                SELECT
+                    COALESCE(2 * i.id, 2 * p.id + 1) AS id,
+                    p.id as partner_id,
+                    (SELECT country_id FROM res_partner a WHERE a.parent_id=p.id AND country_id is not null limit 1) as country_id,
+                    p.grade_id,
+                    p.activation,
+                    p.date_review,
+                    p.date_partnership,
+                    p.user_id,
+                    p.team_id,
+                    (SELECT count(id) FROM crm_lead WHERE partner_assigned_id=p.id) AS nbr_opportunities,
+                    i.price_subtotal as turnover,
+                    i.invoice_date as date
+                FROM
+                    res_partner p
+                    left join ({account_invoice_report}) i
+                        on (i.partner_id=p.id and i.move_type in ('out_invoice','out_refund') and i.state='posted')
+            """.format(
+                account_invoice_report=self.env['account.invoice.report']._table_query
+            )

report/crm_partner_report_view.xml

@@ -0,0 +1,63 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+        <!--     Opportunity tree view  -->
+        <record id="view_report_crm_partner_assign_filter" model="ir.ui.view">
+            <field name="name">crm.partner.report.assign.select</field>
+            <field name="model">crm.partner.report.assign</field>
+            <field name="arch" type="xml">
+                <search string="Partner assigned Analysis">
+                    <field name="team_id"/>
+                    <field name="user_id"/>
+                    <field name="grade_id"/>
+                    <field name="activation"/>
+                    <filter name="filter_date_partnership" date="date_partnership"/>
+                    <filter name="filter_date_review" date="date_review"/>
+                    <group  expand="1" string="Group By">
+                        <filter string="Salesperson" name="user"
+                            context="{'group_by':'user_id'}" />
+                        <filter string="Sales Team" name="sales_team"
+                            context="{'group_by':'team_id'}"/>
+                        <filter string="Partner" name="partner"
+                            context="{'group_by':'partner_id'}" />
+                        <separator/>
+                        <filter string="Date Partnership" name="group_date_partnership"
+                            context="{'group_by':'date_partnership'}" />
+                        <filter string="Date Review" name="group_date_review"
+                            context="{'group_by':'date_review'}" />
+                    </group>
+                </search>
+            </field>
+        </record>
+
+       <record id="view_report_crm_partner_assign_graph" model="ir.ui.view">
+            <field name="name">crm.partner.assign.report.graph</field>
+            <field name="model">crm.partner.report.assign</field>
+            <field name="arch" type="xml">
+                <graph string="Opportunities Assignment Analysis" sample="1" disable_linking="1">
+                    <field name="grade_id"/>
+                    <field name="nbr_opportunities" type="measure"/>
+                    <field name="turnover" type="measure"/>
+                </graph>
+            </field>
+       </record>
+
+       <!-- Leads by user and team Action -->
+
+       <record id="action_report_crm_partner_assign" model="ir.actions.act_window">
+            <field name="name">Partnership Analysis</field>
+            <field name="res_model">crm.partner.report.assign</field>
+            <field name="context">{'group_by_no_leaf':1,'group_by':[]}</field>
+            <field name="view_mode">graph</field>
+            <field name="domain">[('grade_id', '!=', False)]</field>
+            <field name="help" type="html">
+                <p class="o_view_nocontent_smiling_face">
+                    No data yet!
+                </p>
+            </field>
+        </record>
+
+       <menuitem name="Partnerships" id="menu_report_crm_partner_assign_tree"
+           parent="crm.crm_menu_report" action="action_report_crm_partner_assign" sequence="5"/>
+
+</odoo>

security/ir.model.access.csv

@@ -0,0 +1,15 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_crm_partner_report,crm.partner.report.assign.all,model_crm_partner_report_assign,sales_team.group_sale_salesman,1,0,0,0
+access_res_partner_grade,res.partner.grade,model_res_partner_grade,sales_team.group_sale_salesman,1,1,1,0
+access_res_partner_grade_employee,res.partner.grade,model_res_partner_grade,base.group_user,1,0,0,0
+access_res_partner_grade_portal,res.partner.grade,model_res_partner_grade,base.group_portal,1,0,0,0
+access_res_partner_grade_public,res.partner.grade,model_res_partner_grade,base.group_public,1,0,0,0
+access_res_partner_grade_manager,res.partner.grade.manager,model_res_partner_grade,sales_team.group_sale_manager,1,1,1,1
+access_res_partner_activation_user,res.partner.activation.user,model_res_partner_activation,base.group_user,1,0,0,0
+access_partner_activation_manager,res.partner.activation.manager,model_res_partner_activation,base.group_partner_manager,1,1,1,1
+partner_access_crm_lead,crm.lead,crm.model_crm_lead,base.group_portal,1,1,0,0
+partner_access_crm_stage,crm.stage,crm.model_crm_stage,base.group_portal,1,0,0,0
+access_res_partner_grade_invoicing_payment_readonly,res.partner.grade,model_res_partner_grade,account.group_account_readonly,1,0,0,0
+access_res_partner_grade_invoicing_payment,res.partner.grade,model_res_partner_grade,account.group_account_invoice,1,0,0,0
+access_crm_lead_forward_to_partner,access.crm.lead.forward.to.partner,model_crm_lead_forward_to_partner,sales_team.group_sale_salesman,1,1,1,0
+access_crm_lead_assignation,access.crm.lead.assignation,model_crm_lead_assignation,sales_team.group_sale_salesman,1,1,1,0

security/ir_rule.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+        <!-- CRM Lead portal -->
+        <record id="assigned_lead_portal_rule_1" model="ir.rule">
+            <field name="name">Portal Graded Partner: read and write assigned leads</field>
+            <field name="model_id" ref="crm.model_crm_lead"/>
+            <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+            <field name="domain_force">[('partner_assigned_id','child_of',user.commercial_partner_id.id)]</field>
+            <field name="perm_read" eval="True"/>
+            <field name="perm_write" eval="True"/>
+            <field name="perm_create" eval="False"/>
+            <field name="perm_unlink" eval="False"/>
+        </record>
+
+        <!-- Partner Grade : portal and public -->
+        <record id="res_partner_grade_rule_portal_public" model="ir.rule">
+            <field name="name">Portal/Public user: read only website published</field>
+            <field name="model_id" ref="website_crm_partner_assign.model_res_partner_grade"/>
+            <field name="groups" eval="[(4, ref('base.group_portal')), (4, ref('base.group_public'))]"/>
+            <field name="domain_force">[('website_published','=', True)]</field>
+            <field name="perm_read" eval="True"/>
+        </record>
+
+    <record id="ir_rule_crm_partner_report_assign_all" model="ir.rule">
+         <field name="name">CRM partner assign report: All Assignations</field>
+         <field name="model_id" ref="model_crm_partner_report_assign"/>
+         <field name="domain_force">[(1, '=', 1)]</field>
+         <field name="groups" eval="[(4, ref('sales_team.group_sale_salesman_all_leads'))]"/>
+     </record>
+
+     <record id="ir_rule_crm_partner_report_assign_salesman" model="ir.rule">
+         <field name="name">CRM partner assign report: Personal / Global Assignations</field>
+         <field name="model_id" ref="model_crm_partner_report_assign"/>
+         <field name="domain_force">['|', ('user_id', '=', user.id), ('user_id', '=', False)]</field>
+         <field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
+     </record>
+
+</odoo>

static/description/icon.svg

@@ -0,0 +1 @@
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