odoo/addons/sale_crm/sale_crm.py

167 lines
7.9 KiB
Python

# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from datetime import date
from openerp import tools
from dateutil.relativedelta import relativedelta
from openerp.osv import osv, fields
MONTHS = {
"monthly": 1,
"semesterly": 3,
"semiannually": 6,
"annually": 12
}
class sale_order(osv.osv):
_inherit = 'sale.order'
_columns = {
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
'categ_ids': fields.many2many('crm.case.categ', 'sale_order_category_rel', 'order_id', 'category_id', 'Categories', \
domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]")
}
def _make_invoice(self, cr, uid, order, lines, context=None):
if order.section_id:
context = dict(context or {}, default_section_id= order.section_id.id)
return super(sale_order, self)._make_invoice(cr, uid, order, lines, context=context)
class crm_case_section(osv.osv):
_inherit = 'crm.case.section'
def _get_created_quotation_per_duration(self, cr, uid, ids, field_name, arg, context=None):
res = dict.fromkeys(ids, [])
obj = self.pool.get('sale.order')
first_day = date.today().replace(day=1)
for section in self.browse(cr, uid, ids, context=context):
dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
rate_invoice = []
for when in range(0, 5):
domain = [("section_id", "=", section.id), ('state', 'in', ['draft', 'sent']), ('date_order', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
if when:
domain += [('date_order', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
rate = 0
order_ids = obj.search(cr, uid, domain, context=context)
for order in obj.browse(cr, uid, order_ids, context=context):
rate += order.amount_total
rate_invoice.append(rate)
rate_invoice.reverse()
res[section.id] = rate_invoice
return res
def _get_validate_saleorder_per_duration(self, cr, uid, ids, field_name, arg, context=None):
res = dict.fromkeys(ids, [])
obj = self.pool.get('sale.order')
first_day = date.today().replace(day=1)
for section in self.browse(cr, uid, ids, context=context):
dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
rate_invoice = []
for when in range(0, 5):
domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'sent']), ('date_confirm', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
if when:
domain += [('date_confirm', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
rate = 0
order_ids = obj.search(cr, uid, domain, context=context)
for order in obj.browse(cr, uid, order_ids, context=context):
rate += order.amount_total
rate_invoice.append(rate)
rate_invoice.reverse()
res[section.id] = rate_invoice
return res
def _get_sent_invoice_per_duration(self, cr, uid, ids, field_name, arg, context=None):
res = dict.fromkeys(ids, [])
obj = self.pool.get('account.invoice.report')
first_day = date.today().replace(day=1)
for section in self.browse(cr, uid, ids, context=context):
dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
rate_invoice = []
for when in range(0, 5):
domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
if when:
domain += [('date', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
rate = 0
invoice_ids = obj.search(cr, uid, domain, context=context)
for invoice in obj.browse(cr, uid, invoice_ids, context=context):
rate += invoice.price_total
rate_invoice.append(rate)
rate_invoice.reverse()
res[section.id] = rate_invoice
return res
_columns = {
'quotation_ids': fields.one2many('sale.order', 'section_id',
string='Quotations', readonly=True,
domain=[('state', 'in', ['draft', 'sent', 'cancel'])]),
'sale_order_ids': fields.one2many('sale.order', 'section_id',
string='Sale Orders', readonly=True,
domain=[('state', 'not in', ['draft', 'sent', 'cancel'])]),
'invoice_ids': fields.one2many('account.invoice', 'section_id',
string='Invoices', readonly=True,
domain=[('state', 'not in', ['draft', 'cancel'])]),
'forecast': fields.integer(string='Total forecast'),
'target_invoice': fields.integer(string='Invoicing Target'),
'created_quotation_per_duration': fields.function(_get_created_quotation_per_duration, string='Rate of created quotation per duration', type="string", readonly=True),
'validate_saleorder_per_duration': fields.function(_get_validate_saleorder_per_duration, string='Rate of validate sales orders per duration', type="string", readonly=True),
'sent_invoice_per_duration': fields.function(_get_sent_invoice_per_duration, string='Rate of sent invoices per duration', type="string", readonly=True),
}
def action_forecast(self, cr, uid, id, value, context=None):
return self.write(cr, uid, [id], {'forecast': value}, context=context)
class res_users(osv.Model):
_inherit = 'res.users'
_columns = {
'default_section_id': fields.many2one('crm.case.section', 'Default Sales Team'),
}
class sale_crm_lead(osv.Model):
_inherit = 'crm.lead'
def on_change_user(self, cr, uid, ids, user_id, context=None):
""" Override of on change user_id on lead/opportunity; when having sale
the new logic is :
- use user.default_section_id
- or fallback on previous behavior """
if user_id:
user = self.pool.get('res.users').browse(cr, uid, user_id, context=context)
if user.default_section_id and user.default_section_id.id:
return {'value': {'section_id': user.default_section_id.id}}
return super(sale_crm_lead, self).on_change_user(cr, uid, ids, user_id, context=context)
class account_invoice(osv.osv):
_inherit = 'account.invoice'
_columns = {
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
_defaults = {
'section_id': lambda self, cr, uid, c=None: self.pool.get('res.users').browse(cr, uid, uid, c).default_section_id.id or False,
}
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