Merge pull request #14 from sygel-technology/15.0-T-6536

[T-6536][15.0][ADD]transfer_client_portfolio, transfer_client_portfolio_commissions: Add new modules

crm_autoassign/README.rst

@@ -1,6 +1,6 @@
 .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
-	:target: http://www.gnu.org/licenses/agpl
-	:alt: License: AGPL-3
+    :target: http://www.gnu.org/licenses/agpl
+    :alt: License: AGPL-3
 
 ==============
 CRM Autoassign

crm_autoassign/__init__.py

@@ -3,4 +3,3 @@
 
 from .post_install import post_init_hook
 from . import models
-from . import tests

crm_autoassign/models/crm_team.py

@@ -39,15 +39,16 @@ def action_autoassign_opportunities(self):
         action_id = self.env.ref("crm_autoassign.crm_autoassign_cron")
         try:
             self._cr.execute(
-                f"SELECT id FROM ir_cron WHERE id in ({action_id.id}) FOR UPDATE NOWAIT"
+                "SELECT id FROM ir_cron WHERE id IN %s FOR UPDATE NOWAIT",
+                (tuple([action_id.id])),
             )
         except psycopg2.OperationalError:
             raise UserError(
                 _(
                     "Odoo is currently executing the planned action of opportunity"
                     " allocation. Please try again later."
                 )
-            )
+            ) from UserError
         for sel in self:
             sel.env["crm.team.member"].action_autoassign_opportunities(sel)
 
@@ -58,7 +59,7 @@ def checks_team_leader(self):
         """
         for sel in self.filtered(lambda x: x.user_id in x.member_ids):
             if sel.crm_team_member_ids.filtered(
-                lambda x: x.user_id == sel.user_id
+                lambda x, sel=sel: x.user_id == sel.user_id
             ).autoassign_opportunities:
                 raise ValidationError(
                     _(

crm_autoassign/models/crm_team_member.py

@@ -13,10 +13,8 @@ class CrmTeamMember(models.Model):
     _inherit = "crm.team.member"
 
     assignment_optout = fields.Boolean(default=True)
-    autoassign_opportunities = fields.Boolean(
-        string="Autoassign Opportunities", default=False
-    )
-    assignment_days = fields.Integer(string="Assignement Days", default=0)
+    autoassign_opportunities = fields.Boolean(default=False)
+    assignment_days = fields.Integer(default=0)
     max_assignment = fields.Integer(
         string="Maximum number of assignments",
         help="Maximum number of assignments in the last 'Assignment days'",
@@ -133,6 +131,11 @@ def action_autoassign_opportunities(self, team_id=None):
                     vals["stage_id"] = opportunity.team_id.stage_after_autoassign.id
                 opportunity.write(vals)
                 if auto_commit:
+                    # cr.commit() is performed because:
+                    #  the changes are needed in the next iteration
+                    #  you can't wait for the system to do the save
+
+                    # pylint: disable=invalid-commit
                     self._cr.commit()
 
     @api.constrains("autoassign_opportunities")
@@ -145,8 +148,9 @@ def checks_team_manager(self):
         ):
             raise ValidationError(
                 _(
-                    "Member {} cannot autoassign opportunities because he is the "
-                    "leader of team {}. The team leader's opportunities must be "
-                    "assigned manually."
-                ).format(sel.user_id.name, sel.crm_team_id.name)
+                    "Member %(member_name)s cannot autoassign opportunities "
+                    "because he is the leader of team %(team_name)s. "
+                    "The team leader's opportunities must be assigned manually."
+                )
+                % {"member_name": sel.user_id.name, "team_name": sel.crm_team_id.name}
             )

crm_autoassign/tests/test_crm_atoassign.py

@@ -46,7 +46,7 @@ class TestCrmAutoassign(common.TransactionCase):
 
     @classmethod
     def setUpClass(cls):
-        super(TestCrmAutoassign, cls).setUpClass()
+        super().setUpClass()
         cls.user_ids = cls.env["res.users"]
         cls.team_ids = cls.env["crm.team"]
         cls.member_ids = cls.env["crm.team.member"]

crm_group_sale_salesman_extension/README.rst

@@ -1,6 +1,6 @@
 .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
-	:target: http://www.gnu.org/licenses/agpl
-	:alt: License: AGPL-3
+    :target: http://www.gnu.org/licenses/agpl
+    :alt: License: AGPL-3
 
 =================================
 CRM Group Sale Salesman Extension

crm_group_sale_salesman_extension/__init__.py

@@ -0,0 +1,2 @@
+# Copyright 2023 Ángel García de la Chica <angel.garcia@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

crm_group_sale_salesman_extension/pyproject.toml

@@ -0,0 +1,3 @@
+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

crm_sale_automatic_quotation/README.rst

@@ -1,6 +1,6 @@
 .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
-	:target: http://www.gnu.org/licenses/agpl
-	:alt: License: AGPL-3
+    :target: http://www.gnu.org/licenses/agpl
+    :alt: License: AGPL-3
 
 ============================
 CRM Sale Automatic Quotation

crm_sale_automatic_quotation/data/mail_activity_type.xml

@@ -2,10 +2,7 @@
 <!-- Copyright 2024 Alberto Martínez <alberto.martinez@sygel.es>
      License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
 <odoo noupdate="1">
-    <record
-        id="crm_sale_automatic_quotation.review_activity"
-        model="mail.activity.type"
-    >
+    <record id="review_activity" model="mail.activity.type">
         <field name="name">Review Automatic Quotation</field>
         <field name="summary">Review Automatic Quotation</field>
         <field name="category">default</field>

crm_sale_automatic_quotation/models/crm_lead.py

@@ -48,7 +48,7 @@ def _action_generate_automatic_quotation(self, from_wizard=False):
                 quotation_id = res.create(vals_list)
                 # To update the quotation template fields in the quotation
                 quotation_id.with_context(
-                    dict(self._context, is_crm_automatic_quotation=True)
+                    **dict(self._context, is_crm_automatic_quotation=True)
                 ).onchange_sale_order_template_id()
                 self._recompute_quotation_lines(quotation_id.order_line)
                 res |= quotation_id

crm_sale_automatic_quotation/wizards/crm_sale_automatic_quotation_wizard.py

@@ -9,7 +9,6 @@ class CrmSaleAutomaticQuotationWizard(models.TransientModel):
     _name = "crm.sale.automatic.quotation.wizard"
 
     skip_quoted_leads = fields.Boolean(
-        string="Skip Quoted Leads",
         default=True,
     )
     force_user_id = fields.Boolean(
@@ -26,11 +25,9 @@ class CrmSaleAutomaticQuotationWizard(models.TransientModel):
         help="User that will send the email and have the quotation assigned",
     )
     send_mail = fields.Boolean(
-        string="Send Mail",
         default=True,
     )
     email_template = fields.Many2one(
-        string="Email Template",
         comodel_name="mail.template",
         domain=lambda self: [
             ("model_id", "=", self.env.ref("sale.model_sale_order").id)
@@ -92,18 +89,22 @@ def _create_failed_lead_lines(self, lead_ids, error):
     def _get_error_types(self):
         # Filter Function, # Condition, # Error MSG
         return [
-            (lambda l: not l.partner_id, True, _("The lead does not have a partner")),
+            (lambda li: not li.partner_id, True, _("The lead does not have a partner")),
             (
-                lambda l: not l.partner_id.email,
+                lambda li: not li.partner_id.email,
                 self.send_mail,
                 _("The partner does not have an email"),
             ),
             (
-                lambda l: l.order_ids.filtered(lambda o: o.state != "cancel"),
+                lambda li: li.order_ids.filtered(lambda o: o.state != "cancel"),
                 self.skip_quoted_leads,
                 _("The lead already has quotations"),
             ),
-            (lambda l: l.type in ["lead", False], True, _("The lead is in lead state")),
+            (
+                lambda li: li.type in ["lead", False],
+                True,
+                _("The lead is in lead state"),
+            ),
         ]
 
     def _filter_leads_and_classify_errors(self, lead_ids):
@@ -216,6 +217,5 @@ class CrmSaleAutomaticQuotationWizardLine(models.TransientModel):
         comodel_name="crm.lead",
     )
     error = fields.Char(
-        string="Error",
         readonly=True,
     )

crm_sale_automatic_quotation_asynchronous_wizard/README.rst

@@ -1,6 +1,6 @@
 .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
-	:target: http://www.gnu.org/licenses/agpl
-	:alt: License: AGPL-3
+    :target: http://www.gnu.org/licenses/agpl
+    :alt: License: AGPL-3
 
 ================================================
 CRM Sale Automatic Quotation Asynchronous Wizard

crm_sale_automatic_quotation_asynchronous_wizard/wizards/crm_sale_automatic_quotation_wizard.py

@@ -13,7 +13,7 @@ def _send_mail(self, template, quote_ids):
                 channel="root.crm_sale_automatic_quotation_wizard_email"
             )._delay_send_mail(template, quote_ids)
         else:
-            super()._send_mail(template, quote_ids)
+            return super()._send_mail(template, quote_ids)
 
     @api.model
     def _delay_send_mail(self, template, quote_ids):

transfer_client_portfolio/README.rst

@@ -0,0 +1,105 @@
+=========================
+Transfer Client Portfolio
+=========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:686d55876f432a62f5fe915046bf289eca0e9fe3cd9d2fe61284b747abc10eb5
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-sygel--technology%2Fsy--crm-lightgray.png?logo=github
+    :target: https://github.com/sygel-technology/sy-crm/tree/15.0/transfer_client_portfolio
+    :alt: sygel-technology/sy-crm
+
+|badge1| |badge2| |badge3|
+
+This module allows to transfer contacts, activities and opportunities
+from one user to another.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure if activities have to be transfered or not by default, you
+need to:
+
+1. Go to CRM -> Configuration -> CRM and check Transfer Activities
+   option.
+
+To configure the stages of the opportunities that can be transferred,
+you need to:
+
+1. Go to CRM -> Configuration -> Stages
+2. Enter the stages that you want to be transferable between users and
+   check the box "Allow transfer at this stage".
+
+Usage
+=====
+
+To use this module, you need to:
+
+Open the CRM application and then Go to Sales and click on 'Transfer
+Customer Portfolio'. In the wizard select if you want to update the
+salesperson on the contacts, the Current Salesperson' and the new
+Salesperson. Click on review and select the contacts/opportunities you
+want to transfer and click on transfer. Once they have been transferred
+you can view the record in the 'Transfer Clients Portfolios' Reports
+section. In addition, you can see the previous business in the client's
+file and in the opportunity.
+
+To use it with server action, you need to:
+
+Open the CRM application and then Select the desired opportunities in
+list mode and click on "Action" button and select "Transfer selected
+opportunities". In the wizard select if you want to update the
+salesperson on the contacts too and the new Salesperson. Select the
+contacts/opportunities you want to transfer and click on transfer. One
+they have been transferred you can view the Record and see the previous
+salesperson in the 'Transfer Clients Portfolios'.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/sygel-technology/sy-crm/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/sygel-technology/sy-crm/issues/new?body=module:%20transfer_client_portfolio%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Sygel
+
+Contributors
+------------
+
+-  Harald Panten harald.panten@sygel.es
+-  Valentin Vinagre valentin.vinagre@sygel.es
+-  Ángel García de la Chica Herrera angel.garcia@sygel.es
+-  Alberto Martínez alberto.martinez@sygel.es
+-  Roger Sans roger.sans@sygel.es
+
+Maintainers
+-----------
+
+This module is part of the `sygel-technology/sy-crm <https://github.com/sygel-technology/sy-crm/tree/15.0/transfer_client_portfolio>`_ project on GitHub.
+
+You are welcome to contribute.

transfer_client_portfolio/__init__.py

@@ -0,0 +1,5 @@
+# Copyright 2022 Ángel García de la Chica Herrera<angel.garcia@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import models
+from . import wizard

transfer_client_portfolio/__manifest__.py

@@ -0,0 +1,27 @@
+# Copyright 2022 Ángel García de la Chica <angel.garcia@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Transfer Client Portfolio",
+    "summary": "Transfer Client Portfolio Between Salespersons.",
+    "version": "15.0.1.2.0",
+    "category": "crm",
+    "website": "https://github.com/sygel-technology/sy-crm",
+    "author": "Sygel, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "application": False,
+    "installable": True,
+    "depends": [
+        "crm",
+    ],
+    "data": [
+        "security/res_groups.xml",
+        "security/ir.model.access.csv",
+        "views/res_partner_views.xml",
+        "views/crm_lead_views.xml",
+        "views/portfolio_transfer_registry_views.xml",
+        "views/crm_stage_views.xml",
+        "views/res_config_settings_view.xml",
+        "wizard/transfer_portfolio_wizard_views.xml",
+    ],
+}