bdb97f98ad
Stock (1193→2867 LOC): - Valuation layers (FIFO consumption, product valuation history) - Landed costs (split by equal/qty/cost/weight/volume, validation) - Stock reports (by product, by location, move history, valuation) - Forecasting (on_hand + incoming - outgoing per product) - Batch transfers (confirm/assign/done with picking delegation) - Barcode interface (scan product/lot/package/location, qty increment) CRM (233→1113 LOC): - Sales teams with dashboard KPIs (opportunity count/amount/unassigned) - Team members with lead capacity + round-robin auto-assignment - Lead extended: activities, UTM tracking, scoring, address fields - Lead methods: merge, duplicate, schedule activity, set priority/stage - Pipeline analysis (stages, win rate, conversion, team/salesperson perf) - Partner onchange (auto-populate contact from partner) HR (223→520 LOC): - Leave management: hr.leave.type, hr.leave, hr.leave.allocation with full approval workflow (draft→confirm→validate/refuse) - Attendance: check in/out with computed worked_hours - Expenses: hr.expense + hr.expense.sheet with state machine - Skills/Resume: skill types, employee skills, resume lines - Employee extensions: skills, attendance, leave count links Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
382 lines
13 KiB
Go
382 lines
13 KiB
Go
package models
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import (
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"fmt"
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"odoo-go/pkg/orm"
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)
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// initCRMLeadExtended adds activity, address, contact, and scoring fields
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// to crm.lead, plus business methods (merge, assign, schedule, duplicate, etc.).
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// Mirrors: odoo/addons/crm/models/crm_lead.py (extended CRM fields and methods)
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func initCRMLeadExtended() {
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m := orm.ExtendModel("crm.lead")
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// ──── Activity fields ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py activity fields
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m.AddFields(
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orm.Date("activity_date_deadline", orm.FieldOpts{
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String: "Next Activity Deadline",
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Help: "Date by which the next activity should be completed.",
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}),
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orm.Char("activity_summary", orm.FieldOpts{
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String: "Next Activity Summary",
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Help: "Short description of the next scheduled activity.",
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}),
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orm.Selection("activity_type", []orm.SelectionItem{
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{Value: "email", Label: "Email"},
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{Value: "call", Label: "Call"},
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{Value: "meeting", Label: "Meeting"},
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{Value: "todo", Label: "To-Do"},
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}, orm.FieldOpts{
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String: "Activity Type",
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Help: "Type of the next scheduled activity.",
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}),
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orm.Many2one("activity_user_id", "res.users", orm.FieldOpts{
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String: "Activity Responsible",
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Help: "User responsible for the next scheduled activity.",
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}),
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// ──── Tracking / timing fields ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py day_open, day_close
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orm.Integer("day_open", orm.FieldOpts{
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String: "Days to Assign",
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Help: "Number of days to assign this lead to a salesperson.",
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}),
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orm.Integer("day_close", orm.FieldOpts{
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String: "Days to Close",
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Help: "Number of days to close this lead/opportunity.",
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}),
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// ──── Additional contact/address fields ────
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// Fields not already on crm.lead base definition.
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// Mirrors: odoo/addons/crm/models/crm_lead.py address & contact fields
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orm.Char("referred", orm.FieldOpts{
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String: "Referred By",
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Help: "Name or reference of who referred this lead.",
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}),
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orm.Char("title", orm.FieldOpts{
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String: "Title",
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Help: "Contact title (Mr., Mrs., etc.).",
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}),
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orm.Many2one("state_id", "res.country.state", orm.FieldOpts{
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String: "State",
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Help: "State/province of the lead address.",
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}),
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orm.Text("contact_name", orm.FieldOpts{
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String: "Contact Name",
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Help: "Name of the primary contact person.",
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}),
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orm.Char("mobile", orm.FieldOpts{
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String: "Mobile",
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Help: "Mobile phone number of the contact.",
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}),
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orm.Char("street2", orm.FieldOpts{
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String: "Street2",
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Help: "Second line of the street address.",
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}),
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// ──── Revenue fields ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py prorated_revenue
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orm.Monetary("prorated_revenue", orm.FieldOpts{
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String: "Prorated Revenue",
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CurrencyField: "company_currency",
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Compute: "_compute_prorated_revenue",
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Help: "Expected revenue weighted by probability.",
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}),
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orm.Many2one("company_currency", "res.currency", orm.FieldOpts{
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String: "Company Currency",
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}),
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// ──── Scoring / automated fields ────
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// Mirrors: odoo/addons/crm/models/crm_lead_scoring.py (simplified)
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orm.Float("automated_probability", orm.FieldOpts{
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String: "Automated Probability (%)",
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Help: "Probability computed by the lead scoring engine.",
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}),
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orm.Boolean("is_automated_probability", orm.FieldOpts{
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String: "Use Automated Probability",
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Default: true,
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Help: "If true, probability is set automatically by scoring.",
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}),
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// ──── Source / campaign tracking ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py utm fields
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orm.Many2one("source_id", "utm.source", orm.FieldOpts{
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String: "Source",
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Help: "Source of the lead (e.g. search engine, social media).",
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}),
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orm.Many2one("medium_id", "utm.medium", orm.FieldOpts{
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String: "Medium",
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Help: "Medium of the lead (e.g. email, banner).",
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}),
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orm.Many2one("campaign_id", "utm.campaign", orm.FieldOpts{
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String: "Campaign",
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Help: "Marketing campaign that generated this lead.",
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}),
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// ──── Date tracking ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py date_conversion, date_closed
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orm.Datetime("date_conversion", orm.FieldOpts{
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String: "Conversion Date",
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Help: "Date when the lead was converted to an opportunity.",
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}),
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orm.Datetime("date_closed", orm.FieldOpts{
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String: "Closed Date",
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Help: "Date when the opportunity was won or lost.",
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}),
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)
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// ──── Compute: prorated revenue ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py _compute_prorated_revenue
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m.RegisterCompute("prorated_revenue", func(rs *orm.Recordset) (orm.Values, error) {
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env := rs.Env()
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leadID := rs.IDs()[0]
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var revenue float64
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var probability float64
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_ = env.Tx().QueryRow(env.Ctx(),
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`SELECT COALESCE(expected_revenue::float8, 0), COALESCE(probability, 0)
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FROM crm_lead WHERE id = $1`, leadID,
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).Scan(&revenue, &probability)
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prorated := revenue * probability / 100.0
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return orm.Values{"prorated_revenue": prorated}, nil
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})
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// ──── Business Methods ────
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// action_schedule_activity: return a window action to schedule an activity.
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// Mirrors: odoo/addons/crm/models/crm_lead.py action_schedule_activity
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m.RegisterMethod("action_schedule_activity", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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return map[string]interface{}{
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"type": "ir.actions.act_window",
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"name": "Schedule Activity",
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"res_model": "crm.lead",
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"res_id": rs.IDs()[0],
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"view_mode": "form",
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"views": [][]interface{}{{nil, "form"}},
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"target": "new",
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}, nil
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})
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// action_merge: merge multiple leads into the first one.
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// Sums expected revenues from slave leads, deactivates them.
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// Mirrors: odoo/addons/crm/wizard/crm_merge_opportunities.py
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m.RegisterMethod("action_merge", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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ids := rs.IDs()
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if len(ids) < 2 {
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return nil, fmt.Errorf("need at least 2 leads to merge")
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}
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masterID := ids[0]
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for _, slaveID := range ids[1:] {
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// Sum revenues from slave into master
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_, _ = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead
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SET expected_revenue = COALESCE(expected_revenue, 0) +
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(SELECT COALESCE(expected_revenue, 0) FROM crm_lead WHERE id = $1)
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WHERE id = $2`,
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slaveID, masterID)
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// Copy partner info if master has none
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_, _ = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead
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SET partner_id = COALESCE(
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(SELECT partner_id FROM crm_lead WHERE id = $2),
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partner_id)
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WHERE id = $1 AND partner_id IS NULL`,
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masterID, slaveID)
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// Deactivate the slave lead
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_, _ = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET active = false WHERE id = $1`, slaveID)
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}
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return map[string]interface{}{
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"type": "ir.actions.act_window",
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"res_model": "crm.lead",
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"res_id": masterID,
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"view_mode": "form",
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"views": [][]interface{}{{nil, "form"}},
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"target": "current",
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}, nil
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})
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// action_assign_salesperson: assign a salesperson to one or more leads.
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// Mirrors: odoo/addons/crm/models/crm_lead.py _handle_salesmen_assignment
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m.RegisterMethod("action_assign_salesperson", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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if len(args) < 1 {
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return nil, fmt.Errorf("user_id required")
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}
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userID, ok := args[0].(float64)
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if !ok {
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return nil, fmt.Errorf("user_id must be a number")
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}
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env := rs.Env()
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for _, id := range rs.IDs() {
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_, _ = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET user_id = $1 WHERE id = $2`, int64(userID), id)
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}
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return true, nil
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})
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// action_duplicate: duplicate a lead with a modified name.
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// Mirrors: odoo/addons/crm/models/crm_lead.py copy()
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m.RegisterMethod("action_duplicate", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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leadID := rs.IDs()[0]
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var newID int64
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err := env.Tx().QueryRow(env.Ctx(),
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`INSERT INTO crm_lead (name, type, partner_id, email_from, phone,
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stage_id, team_id, user_id, expected_revenue, probability,
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priority, company_id, currency_id, active, description)
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SELECT name || ' (copy)', type, partner_id, email_from, phone,
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stage_id, team_id, user_id, expected_revenue, probability,
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priority, company_id, currency_id, true, description
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FROM crm_lead WHERE id = $1
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RETURNING id`, leadID,
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).Scan(&newID)
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if err != nil {
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return nil, fmt.Errorf("action_duplicate: %w", err)
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}
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return map[string]interface{}{
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"type": "ir.actions.act_window",
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"res_model": "crm.lead",
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"res_id": newID,
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"view_mode": "form",
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"views": [][]interface{}{{nil, "form"}},
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"target": "current",
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}, nil
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})
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// action_set_priority: set priority on selected leads.
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// Mirrors: odoo/addons/crm/models/crm_lead.py (bulk actions)
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m.RegisterMethod("action_set_priority", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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if len(args) < 1 {
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return nil, fmt.Errorf("priority value required (0-3)")
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}
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priority, ok := args[0].(string)
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if !ok {
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return nil, fmt.Errorf("priority must be a string ('0','1','2','3')")
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}
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env := rs.Env()
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for _, id := range rs.IDs() {
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_, _ = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET priority = $1 WHERE id = $2`, priority, id)
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}
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return true, nil
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})
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// action_archive: archive (deactivate) selected leads.
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// Mirrors: odoo/addons/crm/models/crm_lead.py toggle_active
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m.RegisterMethod("action_archive", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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for _, id := range rs.IDs() {
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_, _ = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET active = false WHERE id = $1`, id)
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}
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return true, nil
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})
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// action_unarchive: restore (reactivate) selected leads.
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// Mirrors: odoo/addons/crm/models/crm_lead.py toggle_active
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m.RegisterMethod("action_unarchive", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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for _, id := range rs.IDs() {
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_, _ = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET active = true WHERE id = $1`, id)
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}
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return true, nil
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})
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// action_set_stage: move leads to a specific stage.
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// Mirrors: odoo/addons/crm/models/crm_lead.py write() stage change logic
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m.RegisterMethod("action_set_stage", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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if len(args) < 1 {
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return nil, fmt.Errorf("stage_id required")
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}
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stageID, ok := args[0].(float64)
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if !ok {
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return nil, fmt.Errorf("stage_id must be a number")
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}
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env := rs.Env()
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for _, id := range rs.IDs() {
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_, _ = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET stage_id = $1, date_last_stage_update = NOW() WHERE id = $2`,
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int64(stageID), id)
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}
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return true, nil
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})
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// _get_lead_statistics: return summary statistics for a set of leads.
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// Internal helper used by dashboard views.
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m.RegisterMethod("_get_lead_statistics", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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var totalLeads, totalOpps, wonCount, lostCount int64
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var totalRevenue, avgProbability float64
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_ = env.Tx().QueryRow(env.Ctx(), `
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SELECT
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COUNT(*) FILTER (WHERE type = 'lead'),
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COUNT(*) FILTER (WHERE type = 'opportunity'),
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COUNT(*) FILTER (WHERE state = 'won'),
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COUNT(*) FILTER (WHERE state = 'lost'),
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COALESCE(SUM(expected_revenue::float8), 0),
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COALESCE(AVG(probability), 0)
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FROM crm_lead WHERE active = true`,
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).Scan(&totalLeads, &totalOpps, &wonCount, &lostCount, &totalRevenue, &avgProbability)
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return map[string]interface{}{
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"total_leads": totalLeads,
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"total_opportunities": totalOpps,
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"won_count": wonCount,
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"lost_count": lostCount,
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"total_revenue": totalRevenue,
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"avg_probability": avgProbability,
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}, nil
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})
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// Onchange: partner_id → populate contact/address fields from partner
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// Mirrors: odoo/addons/crm/models/crm_lead.py _onchange_partner_id
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m.RegisterOnchange("partner_id", func(env *orm.Environment, vals orm.Values) orm.Values {
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result := make(orm.Values)
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partnerID, ok := vals["partner_id"]
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if !ok || partnerID == nil {
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return result
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}
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pid, _ := partnerID.(float64)
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if pid == 0 {
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return result
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}
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var email, phone, street, city, zip, name string
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_ = env.Tx().QueryRow(env.Ctx(),
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`SELECT COALESCE(email,''), COALESCE(phone,''), COALESCE(street,''),
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COALESCE(city,''), COALESCE(zip,''), COALESCE(name,'')
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FROM res_partner WHERE id = $1`, int64(pid),
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).Scan(&email, &phone, &street, &city, &zip, &name)
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if email != "" {
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result["email_from"] = email
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}
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if phone != "" {
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result["phone"] = phone
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}
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if street != "" {
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result["street"] = street
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}
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if city != "" {
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result["city"] = city
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}
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if zip != "" {
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result["zip"] = zip
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}
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if name != "" {
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result["partner_name"] = name
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}
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return result
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})
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}
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