Sales Teams

• color Integer
  default=_get_default_color args: 'Color'
• name Char
  required=True translate=True args: 'Tag Name'

No public methods.

• active Boolean
  default=True help='If the active field is set to false, it will allow you to hide the Sales Team without removing it.'
• color Integer
  default=_get_default_color help='The color of the channel' string='Color Index'
• company_id Many2one → res.company
  index=True string='Company' args: 'res.company'
• crm_team_member_all_ids One2many → crm.team.member
  context={'active_test': False} string='Sales Team Members (incl. inactive)' args: 'crm.team.member', 'crm_team_id'
• crm_team_member_ids One2many → crm.team.member
  context={'active_test': True} help='Add members to automatically assign their documents to this sales team.' string='Sales Team Members' args: 'crm.team.member', 'crm_team_id'
• currency_id Many2one → res.currency
  readonly=True related='company_id.currency_id' string='Currency' args: 'res.currency'
• dashboard_button_name Char
  compute='_compute_dashboard_button_name' string='Dashboard Button'
• favorite_user_ids Many2many → res.users
  default=_get_default_favorite_user_ids string='Favorite Members' args: 'res.users', 'team_favorite_user_rel', 'team_id', 'user_id'
• is_favorite Boolean
  compute='_compute_is_favorite' help='Favorite teams to display them in the dashboard and access them easily.' inverse='_inverse_is_favorite' string='Show on dashboard'
• is_membership_multi Boolean
  compute='_compute_is_membership_multi' help='If True, users may belong to several sales teams. Otherwise membership is limited to a single sales team.' args: 'Multiple Memberships Allowed'
• member_company_ids Many2many → res.company
  compute='_compute_member_company_ids' help='UX: Limit to team company or all if no company' args: 'res.company'
• member_ids Many2many → res.users
  compute='_compute_member_ids' domain="['&', ('share', '=', False), ('company_ids', 'in', member_company_ids)]" help='Users assigned to this team.' inverse='_inverse_member_ids' search='_search_member_ids' string='Salespersons' args: 'res.users'
• member_warning Text
  compute='_compute_member_warning' args: 'Membership Issue Warning'
• name Char
  required=True translate=True args: 'Sales Team'
• sequence Integer
  default=10 args: 'Sequence'
• user_id Many2one → res.users
  check_company=True domain=[('share', '!=', True)] string='Team Leader' args: 'res.users'

• action_primary_channel_button(self)
  Skeleton function to be overloaded It will return the adequate action depending on the Sales Team's options.
• create(self, vals_list)
  @api.model_create_multi
• write(self, vals)

• active Boolean
  default=True string='Active'
• company_id Many2one → res.company
  related='user_id.company_id' string='Company' args: 'res.company'
• crm_team_id Many2one → crm.team
  check_company=False default=False group_expand='_read_group_expand_full' index=True ondelete='cascade' required=True string='Sales Team' args: 'crm.team'
• email Char
  related='user_id.email' string='Email'
• image_128 Image
  max_height=128 max_width=128 related='user_id.image_128' args: 'Image (128)'
• image_1920 Image
  max_height=1920 max_width=1920 related='user_id.image_1920' args: 'Image'
• is_membership_multi Boolean
  compute='_compute_is_membership_multi' help='If True, users may belong to several sales teams. Otherwise membership is limited to a single sales team.' args: 'Multiple Memberships Allowed'
• member_warning Text
  compute='_compute_member_warning'
• name Char
  readonly=False related='user_id.display_name' string='Name'
• phone Char
  related='user_id.phone' string='Phone'
• user_company_ids Many2many → res.company
  compute='_compute_user_company_ids' help='UX: Limit to team company or all if no company' args: 'res.company'
• user_id Many2one → res.users
  check_company=True domain="[('share', '=', False), ('id', 'not in', user_in_teams_ids), ('company_ids', 'in', user_company_ids)]" index=True ondelete='cascade' required=True string='Salesperson' args: 'res.users'
• user_in_teams_ids Many2many → res.users
  compute='_compute_user_in_teams_ids' help='UX: Give users not to add in the currently chosen team to avoid duplicates' args: 'res.users'

• create(self, vals_list)
  @api.model_create_multi
  Specific behavior implemented on create * mono membership mode: other user memberships are automatically archived (a warning already told it in form view); * creating a membership already existing as archived: do nothing as people can manage them from specific menu "Members"; Also remove autofollow on create. No need to follow team members when creating them as chatter is mainly used for information purpose (tracked fields).
• write(self, vals)
  Specific behavior about active. If you change user_id / team_id user get warnings in form view and a raise in constraint check. We support archive / activation of memberships that toggles other memberships. But we do not support manual creation or update of user_id / team_id. This either works, either crashes). Indeed supporting it would lead to complex code with low added value. Users should create or remove members, and maybe archive / activate them. Updating manually memberships by modifying user_id or team_id is advanced and does not benefit from our support.

• crm_team_ids Many2many → crm.team
  check_company=True compute='_compute_crm_team_ids' copy=False readonly=True search='_search_crm_team_ids' string='Sales Teams' args: 'crm.team', 'crm_team_member', 'user_id', 'crm_team_id'
• crm_team_member_ids One2many → crm.team.member
  string='Sales Team Members' args: 'crm.team.member', 'user_id'
• sale_team_id Many2one → crm.team
  compute='_compute_sale_team_id' help='Main user sales team. Used notably for pipeline, or to set sales team in invoicing or subscription.' readonly=True store=True string='User Sales Team' args: 'crm.team'

• action_archive(self)