adding technical test module to numigi base odoo modules #253

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louarmassi wants to merge 5 commits into Numigi:14.0 from louarmassi:14.0

numigi_test_crm_louarmassi/README.rst

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+    Technical test  ODOO - CRM
+    ==========================
+    This module add custom features on CRM module
+    .. contents:: Table of Contents
+    Context
+    -------
+    Custom development on crm and website_crm modules, no configuration will be required after the installation of this module
+    Overview
+    --------
+    A new field is created on crm team form view containing all email addresses of the team members,separated by commas
+    .. image:: static/description/team_emails.png
+    When the team manager is selected on the team form, it will be automatically added to the team members
+    .. image:: static/description/team_leader.png
+    Three new teams will be created after the module installation
+    .. image:: static/description/teams.png
+    In the CRM configurator, these two fields will be enabled by default: leads, Incoming emails.
+    .. image:: static/description/crm_setting_default.png
+    A cron is created to send a notification to the associated members if an opportunity has not progressed beyond the draft stage for more than 10 days.
+    .. image:: static/description/notify_member_cron.png
+    On all views of leads and opportunities, the “Expected Revenue” field will be visible only to the Sales Administrator group.
+    On the crm Contact Form from the website, the created lead is assigned to the default Team(Équipe de vente).
+    Contributors
+    ------------
+    The `Numigi <https://numigi.com/r/home>`_ team is the contributor to this project.

numigi_test_crm_louarmassi/__init__.py

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+    # © Numigi (tm) and all its contributors (https://numigi.com/r/home)
+    # License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+    from . import models
+    from odoo import api, fields, SUPERUSER_ID, _
+    def crm_refresh_res_setting(cr, registry):
+        env = api.Environment(cr, SUPERUSER_ID, {})
+        # Recalculate computed fields of res.config.setting
+        env["res.config.settings"].search([]).write({})

numigi_test_crm_louarmassi/__manifest__.py

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+    # © Numigi (tm) and all its contributors (https://numigi.com/r/home)
+    # License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+    {
+        "name": "Numigi crm test",
+        "version": "1.0.0",
+        "author": "Youness LOUARMASSI",
+        "maintainer": "Numigi",
+        "license": "LGPL-3",
+        "category": "Other",
+        "summary": "Custom development on CRM module",
+        "depends": ["crm", "website_crm"],
+        "data": [
+            "security/crm_security.xml",
+            "data/crm_data.xml",
+            "data/mail_data.xml",
+            "data/service_cron.xml",
+            "views/crm_team_views.xml",
+            "views/crm_lead_views.xml",
+        ],
+        "installable": True,
+        "post_init_hook": "crm_refresh_res_setting",
+    }

numigi_test_crm_louarmassi/data/crm_data.xml

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+    <?xml version="1.0" encoding="utf-8"?>
+    <odoo>
+    	<data noupdate="1">
+            <record id="crm_team_technical_support" model="crm.team">
+                <field name="name">Équipe Support Technique</field>
+                <field name="company_id" ref="base.main_company"/>
+            </record>
+            <record id="crm_team_sales" model="crm.team">
+                <field name="name">Équipe ventes</field>
+                <field name="company_id" ref="base.main_company"/>
+                <field name="use_leads" eval="True"/>
+            </record>
+            <record id="crm_team_sav" model="crm.team">
+                <field name="name">Équipe SAV</field>
+                <field name="alias_contact">partners</field>
+                <field name="company_id" ref="base.main_company"/>
+            </record>
+            <record id="crm_generate_lead_from_alias" model="ir.config_parameter">
+            	<field name="key">crm.generate_lead_from_alias</field>
+            	<field name="value">True</field>
+        	</record>
+        	<record id="website_crm_form_default_team" model="res.config.settings">
+                <field name="crm_default_team_id" ref="numigi_test_crm_louarmassi.crm_team_sales"/>
+            </record>
+    	</data>
+    </odoo>

numigi_test_crm_louarmassi/data/mail_data.xml

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+    <?xml version="1.0" ?>
+    <odoo>
+        <data noupdate="1">
+            <!--Email template -->
+            <record id="email_template_notify_members" model="mail.template">
+                <field name="name">Notify team members</field>
+                <field name="model_id" ref="crm.model_crm_lead"/>
+                <field name="subject">${object.company_id.name} | Suivi opportunité</field>
+                <field name="email_from">${(object.company_id.email or user.email) | safe}</field>
+                <field name="email_to">${object.team_id.emails | safe}</field>
+                <field name="body_html" type="html">
+    				<div style="margin: 0px; padding: 0px;">
+    				    <p style="margin: 0px; padding: 0px; font-size: 13px;">
+    				        Bonjour,<br/>
+    				        <br/>
+    				        Merci de donner une suite à cette opportunité <a href="${object.get_access_link()}">${object.name}</a>.<br/>
+    				        <br/>
+    						Cordialement.
+    				    </p>
+    				</div>
+                </field>
+            </record>
+        </data>
+    </odoo>

numigi_test_crm_louarmassi/data/service_cron.xml

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+    <?xml version="1.0" encoding="utf-8"?>
+    <odoo>
+    	<!-- Notify the sales team members if a lead still has draft state more than 10 days -->
+        <record id="ir_cron_auto_notify_lead_state" model="ir.cron">
+            <field name="name">Notify crm team members</field>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="numbercall">-1</field>
+            <field name="doall" eval="False"/>
+            <field name="model_id" ref="crm.model_crm_lead"/>
+            <field name="code">model._notify_members()</field>
+            <field name="state">code</field>
+        </record>
+    </odoo>

numigi_test_crm_louarmassi/models/__init__.py

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+    # © Numigi (tm) and all its contributors (https://numigi.com/r/home)
+    # License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+    from . import crm_team
+    from . import crm_lead

numigi_test_crm_louarmassi/models/crm_lead.py

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+    # © Numigi (tm) and all its contributors (https://numigi.com/r/home)
+    # License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+    from odoo import api, fields, models, _
+    from _datetime import timedelta
+    from werkzeug.urls import url_join
+    class Lead(models.Model):
+        _inherit = "crm.lead"
+        expected_revenue = fields.Monetary(groups="sales_team.group_sale_manager")
+        @api.model
+        def _notify_members(self):
+            template = self.env.ref(
+                "numigi_test_crm_louarmassi.email_template_notify_members", raise_if_not_found=False
+            )
+            new_leads = self._get_draft_leads_10days()
+            for lead in new_leads:
+                template.send_mail(lead.id, force_send=True)
+        @api.model
+        def _get_draft_leads_10days(self):
+            stage_new = self.env.ref("crm.stage_lead1")
+            date_before_10days = fields.Datetime.now() - timedelta(days=10)
+            lead_domain = [
+                ("type", "=", "opportunity"),
+                ("stage_id", "=", stage_new.id),
+                ("date_last_stage_update", "<=", date_before_10days),
+                ("team_id", "!=", False),
+            ]
+            new_leads = self.search(lead_domain)
+            return new_leads
+        def get_access_link(self):
+            self.ensure_one()
+            web_base_url = self.get_base_url()
+            access_link = url_join(web_base_url, f"/web#id={self.id}&model=crm.lead&view_type=form")
+            return access_link

numigi_test_crm_louarmassi/models/crm_team.py

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+    # © Numigi (tm) and all its contributors (https://numigi.com/r/home)
+    # License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+    from odoo import api, fields, models, _
+    class Team(models.Model):
+        _inherit = "crm.team"
+        emails = fields.Char("Emails", compute="_compute_emails")
+        @api.depends("member_ids.email")
+        def _compute_emails(self):
+            for team in self:
+                members_email = [member.email for member in team.member_ids if member.email]
+                team.emails = ",".join(members_email)
+        @api.onchange("user_id")
+        def onchange_user_id(self):
+            if self.user_id:
+                self.member_ids = [(4, self.user_id.id)]

numigi_test_crm_louarmassi/security/crm_security.xml

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+    <?xml version="1.0" encoding="utf-8"?>
+    <odoo>
+    	<data>
+    		<record model="res.groups" id="base.group_user">
+    		    <field name="implied_ids" eval="[
+    		        (4, ref('crm.group_use_lead'))
+    		    ]"/>
+    		</record>
+    	</data>
+    </odoo>

numigi_test_crm_louarmassi/static/description/crm_form.png

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