feat: Portal, Email Inbound, Discuss + module improvements

- Portal: /my/* routes, signup, password reset, portal user support - Email Inbound: IMAP polling (go-imap/v2), thread matching - Discuss: mail.channel, long-polling bus, DM, unread count - Cron: ir.cron runner (goroutine scheduler) - Bank Import, CSV/Excel Import - Automation (ir.actions.server) - Fetchmail service - HR Payroll model - Various fixes across account, sale, stock, purchase, crm, hr, project Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 18:41:57 +02:00
parent 2c7c1e6c88
commit 66383adf06
87 changed files with 14696 additions and 654 deletions
--- a/addons/crm/models/crm_team.go
+++ b/addons/crm/models/crm_team.go
@@ -2,6 +2,7 @@ package models

 import (
 	"fmt"
+	"log"

 	"odoo-go/pkg/orm"
 )
@@ -81,6 +82,24 @@ func initCrmTeamExpanded() {
 		}),
 	)

+	// _compute_assignment_optout: count members who opted out of auto-assignment.
+	// Mirrors: odoo/addons/crm/models/crm_team.py _compute_assignment_optout
+	m.RegisterCompute("assignment_optout_count", func(rs *orm.Recordset) (orm.Values, error) {
+		env := rs.Env()
+		teamID := rs.IDs()[0]
+
+		var count int64
+		if err := env.Tx().QueryRow(env.Ctx(),
+			`SELECT COUNT(*) FROM crm_team_member
+			 WHERE crm_team_id = $1 AND active = true AND assignment_optout = true`,
+			teamID,
+		).Scan(&count); err != nil {
+			log.Printf("warning: crm.team _compute_assignment_optout query failed: %v", err)
+		}
+
+		return orm.Values{"assignment_optout_count": count}, nil
+	})
+
 	// _compute_counts: compute dashboard KPIs for the sales team.
 	// Mirrors: odoo/addons/crm/models/crm_team.py _compute_opportunities_data
 	m.RegisterCompute("opportunities_count", func(rs *orm.Recordset) (orm.Values, error) {
@@ -89,20 +108,24 @@ func initCrmTeamExpanded() {

 		var count int64
 		var amount float64
-		_ = env.Tx().QueryRow(env.Ctx(),
+		if err := env.Tx().QueryRow(env.Ctx(),
 			`SELECT COUNT(*), COALESCE(SUM(expected_revenue::float8), 0)
 			 FROM crm_lead
 			 WHERE team_id = $1 AND active = true AND type = 'opportunity'`,
 			teamID,
-		).Scan(&count, &amount)
+		).Scan(&count, &amount); err != nil {
+			log.Printf("warning: crm.team _compute_counts opportunities query failed: %v", err)
+		}

 		var unassigned int64
-		_ = env.Tx().QueryRow(env.Ctx(),
+		if err := env.Tx().QueryRow(env.Ctx(),
 			`SELECT COUNT(*)
 			 FROM crm_lead
 			 WHERE team_id = $1 AND active = true AND user_id IS NULL`,
 			teamID,
-		).Scan(&unassigned)
+		).Scan(&unassigned); err != nil {
+			log.Printf("warning: crm.team _compute_counts unassigned query failed: %v", err)
+		}

 		return orm.Values{
 			"opportunities_count":    count,
@@ -111,6 +134,69 @@ func initCrmTeamExpanded() {
 		}, nil
 	})

+	// get_crm_dashboard_data: KPIs — total pipeline value, won count, lost count, conversion rate.
+	// Mirrors: odoo/addons/crm/models/crm_team.py _compute_dashboard_data
+	m.RegisterMethod("get_crm_dashboard_data", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
+		env := rs.Env()
+		teamID := rs.IDs()[0]
+
+		var totalPipeline float64
+		var wonCount, lostCount, totalOpps int64
+		if err := env.Tx().QueryRow(env.Ctx(), `
+			SELECT
+				COALESCE(SUM(expected_revenue::float8), 0),
+				COUNT(*) FILTER (WHERE state = 'won'),
+				COUNT(*) FILTER (WHERE state = 'lost'),
+				COUNT(*)
+			FROM crm_lead
+			WHERE team_id = $1 AND type = 'opportunity'`,
+			teamID,
+		).Scan(&totalPipeline, &wonCount, &lostCount, &totalOpps); err != nil {
+			log.Printf("warning: crm.team get_crm_dashboard_data query failed: %v", err)
+		}
+
+		conversionRate := float64(0)
+		decided := wonCount + lostCount
+		if decided > 0 {
+			conversionRate = float64(wonCount) / float64(decided) * 100
+		}
+
+		// Active pipeline (open opportunities only)
+		var activePipeline float64
+		var activeCount int64
+		if err := env.Tx().QueryRow(env.Ctx(), `
+			SELECT COALESCE(SUM(expected_revenue::float8), 0), COUNT(*)
+			FROM crm_lead
+			WHERE team_id = $1 AND type = 'opportunity' AND active = true AND state = 'open'`,
+			teamID,
+		).Scan(&activePipeline, &activeCount); err != nil {
+			log.Printf("warning: crm.team get_crm_dashboard_data active pipeline query failed: %v", err)
+		}
+
+		// Overdue activities count
+		var overdueCount int64
+		if err := env.Tx().QueryRow(env.Ctx(), `
+			SELECT COUNT(DISTINCT l.id)
+			FROM crm_lead l
+			JOIN mail_activity a ON a.res_model = 'crm.lead' AND a.res_id = l.id
+			WHERE l.team_id = $1 AND a.date_deadline < CURRENT_DATE AND a.done = false`,
+			teamID,
+		).Scan(&overdueCount); err != nil {
+			log.Printf("warning: crm.team get_crm_dashboard_data overdue query failed: %v", err)
+		}
+
+		return map[string]interface{}{
+			"total_pipeline":    totalPipeline,
+			"active_pipeline":   activePipeline,
+			"active_count":      activeCount,
+			"won_count":         wonCount,
+			"lost_count":        lostCount,
+			"total_opportunities": totalOpps,
+			"conversion_rate":   conversionRate,
+			"overdue_activities": overdueCount,
+		}, nil
+	})
+
 	// action_assign_leads: trigger automatic lead assignment.
 	// Mirrors: odoo/addons/crm/models/crm_team.py action_assign_leads
 	m.RegisterMethod("action_assign_leads", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
@@ -174,8 +260,10 @@ func initCrmTeamExpanded() {
 				break
 			}
 			mc := &members[memberIdx]
-			_, _ = env.Tx().Exec(env.Ctx(),
-				`UPDATE crm_lead SET user_id = $1 WHERE id = $2`, mc.userID, leadID)
+			if _, err := env.Tx().Exec(env.Ctx(),
+				`UPDATE crm_lead SET user_id = $1 WHERE id = $2`, mc.userID, leadID); err != nil {
+				log.Printf("warning: crm.team action_assign_leads update failed for lead %d: %v", leadID, err)
+			}
 			assigned++
 			mc.capacity--
 			if mc.capacity <= 0 {
@@ -233,6 +321,15 @@ func initCrmTeamMember() {
 			Index:    true,
 		}),
 		orm.Boolean("active", orm.FieldOpts{String: "Active", Default: true}),
+		orm.Selection("role", []orm.SelectionItem{
+			{Value: "member", Label: "Member"},
+			{Value: "leader", Label: "Team Leader"},
+			{Value: "manager", Label: "Sales Manager"},
+		}, orm.FieldOpts{
+			String:  "Role",
+			Default: "member",
+			Help:    "Role of this member within the sales team.",
+		}),
 		orm.Float("assignment_max", orm.FieldOpts{
 			String:  "Max Leads",
 			Help:    "Maximum number of leads this member should be assigned per month.",
@@ -260,17 +357,21 @@ func initCrmTeamMember() {
 		memberID := rs.IDs()[0]

 		var userID, teamID int64
-		_ = env.Tx().QueryRow(env.Ctx(),
+		if err := env.Tx().QueryRow(env.Ctx(),
 			`SELECT user_id, crm_team_id FROM crm_team_member WHERE id = $1`, memberID,
-		).Scan(&userID, &teamID)
+		).Scan(&userID, &teamID); err != nil {
+			log.Printf("warning: crm.team.member _compute_lead_count member lookup failed: %v", err)
+		}

 		var count int64
-		_ = env.Tx().QueryRow(env.Ctx(),
+		if err := env.Tx().QueryRow(env.Ctx(),
 			`SELECT COUNT(*) FROM crm_lead
 			 WHERE user_id = $1 AND team_id = $2 AND active = true
 			   AND create_date >= date_trunc('month', CURRENT_DATE)`,
 			userID, teamID,
-		).Scan(&count)
+		).Scan(&count); err != nil {
+			log.Printf("warning: crm.team.member _compute_lead_count query failed: %v", err)
+		}

 		return orm.Values{"lead_month_count": count}, nil
 	})
@@ -281,4 +382,90 @@ func initCrmTeamMember() {
 		"UNIQUE(crm_team_id, user_id)",
 		"A user can only be a member of a team once.",
 	)
+
+	// action_assign_to_team: add a user to a team as a member.
+	// Mirrors: odoo/addons/crm/models/crm_team_member.py _assign_to_team
+	m.RegisterMethod("action_assign_to_team", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
+		env := rs.Env()
+		if len(args) < 2 {
+			return nil, fmt.Errorf("user_id and team_id required")
+		}
+		var userID, teamID int64
+		switch v := args[0].(type) {
+		case float64:
+			userID = int64(v)
+		case int64:
+			userID = v
+		case int:
+			userID = int64(v)
+		}
+		switch v := args[1].(type) {
+		case float64:
+			teamID = int64(v)
+		case int64:
+			teamID = v
+		case int:
+			teamID = int64(v)
+		}
+
+		// Check if already a member
+		var exists bool
+		env.Tx().QueryRow(env.Ctx(),
+			`SELECT EXISTS(SELECT 1 FROM crm_team_member WHERE user_id = $1 AND crm_team_id = $2)`,
+			userID, teamID,
+		).Scan(&exists)
+
+		if exists {
+			// Ensure active
+			if _, err := env.Tx().Exec(env.Ctx(),
+				`UPDATE crm_team_member SET active = true WHERE user_id = $1 AND crm_team_id = $2`,
+				userID, teamID); err != nil {
+				return nil, fmt.Errorf("action_assign_to_team reactivate: %w", err)
+			}
+			return true, nil
+		}
+
+		var newID int64
+		if err := env.Tx().QueryRow(env.Ctx(),
+			`INSERT INTO crm_team_member (user_id, crm_team_id, active, role)
+			 VALUES ($1, $2, true, 'member')
+			 RETURNING id`, userID, teamID,
+		).Scan(&newID); err != nil {
+			return nil, fmt.Errorf("action_assign_to_team insert: %w", err)
+		}
+		return map[string]interface{}{"id": newID}, nil
+	})
+
+	// action_remove_from_team: deactivate membership (soft delete).
+	// Mirrors: odoo/addons/crm/models/crm_team_member.py unlink
+	m.RegisterMethod("action_remove_from_team", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
+		env := rs.Env()
+		for _, id := range rs.IDs() {
+			if _, err := env.Tx().Exec(env.Ctx(),
+				`UPDATE crm_team_member SET active = false WHERE id = $1`, id); err != nil {
+				log.Printf("warning: crm.team.member action_remove_from_team failed for member %d: %v", id, err)
+			}
+		}
+		return true, nil
+	})
+
+	// action_set_role: change the role of a team member.
+	// Mirrors: odoo/addons/crm/models/crm_team_member.py write
+	m.RegisterMethod("action_set_role", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
+		if len(args) < 1 {
+			return nil, fmt.Errorf("role value required ('member', 'leader', 'manager')")
+		}
+		role, ok := args[0].(string)
+		if !ok {
+			return nil, fmt.Errorf("role must be a string")
+		}
+		env := rs.Env()
+		for _, id := range rs.IDs() {
+			if _, err := env.Tx().Exec(env.Ctx(),
+				`UPDATE crm_team_member SET role = $1 WHERE id = $2`, role, id); err != nil {
+				log.Printf("warning: crm.team.member action_set_role failed for member %d: %v", id, err)
+			}
+		}
+		return true, nil
+	})
 }