143 lines
7.3 KiB
Python
143 lines
7.3 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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import calendar
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from datetime import date
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from dateutil import relativedelta
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from openerp import tools
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from openerp.osv import osv, fields
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class res_users(osv.Model):
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_inherit = 'res.users'
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_columns = {
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'default_section_id': fields.many2one('crm.case.section', 'Default Sales Team'),
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}
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def __init__(self, pool, cr):
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init_res = super(res_users, self).__init__(pool, cr)
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# duplicate list to avoid modifying the original reference
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self.SELF_WRITEABLE_FIELDS = list(self.SELF_WRITEABLE_FIELDS)
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self.SELF_WRITEABLE_FIELDS.extend(['default_section_id'])
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return init_res
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class sale_order(osv.osv):
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_inherit = 'sale.order'
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_columns = {
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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'categ_ids': fields.many2many('crm.case.categ', 'sale_order_category_rel', 'order_id', 'category_id', 'Categories', \
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domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]", context="{'object_name': 'crm.lead'}")
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}
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def _get_default_section_id(self, cr, uid, context=None):
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""" Gives default section by checking if present in the context """
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section_id = self.pool.get('crm.lead')._resolve_section_id_from_context(cr, uid, context=context) or False
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if not section_id:
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section_id = self.pool.get('res.users').browse(cr, uid, uid, context).default_section_id.id or False
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return section_id
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_defaults = {
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'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
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}
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def _prepare_invoice(self, cr, uid, order, lines, context=None):
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invoice_vals = super(sale_order, self)._prepare_invoice(cr, uid, order, lines, context=context)
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if order.section_id and order.section_id.id:
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invoice_vals['section_id'] = order.section_id.id
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return invoice_vals
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class crm_case_section(osv.osv):
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_inherit = 'crm.case.section'
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def _get_sale_orders_data(self, cr, uid, ids, field_name, arg, context=None):
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obj = self.pool.get('sale.order')
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res = dict.fromkeys(ids, False)
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month_begin = date.today().replace(day=1)
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date_begin = (month_begin - relativedelta.relativedelta(months=self._period_number - 1)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
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date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
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for id in ids:
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res[id] = dict()
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created_domain = [('section_id', '=', id), ('state', '=', ['draft']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)]
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res[id]['monthly_quoted'] = self.__get_bar_values(cr, uid, obj, created_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context)
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validated_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'sent', 'cancel']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)]
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res[id]['monthly_confirmed'] = self.__get_bar_values(cr, uid, obj, validated_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context)
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return res
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def _get_invoices_data(self, cr, uid, ids, field_name, arg, context=None):
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obj = self.pool.get('account.invoice.report')
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res = dict.fromkeys(ids, False)
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month_begin = date.today().replace(day=1)
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date_begin = (month_begin - relativedelta.relativedelta(months=self._period_number - 1)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
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date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
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for id in ids:
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created_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', date_begin), ('date', '<=', date_end)]
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res[id] = self.__get_bar_values(cr, uid, obj, created_domain, ['price_total', 'date'], 'price_total', 'date', context=context)
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return res
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_columns = {
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'invoiced_forecast': fields.integer(string='Invoice Forecast',
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help="Forecast of the invoice revenue for the current month. This is the amount the sales \n"
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"team should invoice this month. It is used to compute the progression ratio \n"
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" of the current and forecast revenue on the kanban view."),
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'invoiced_target': fields.integer(string='Invoice Target',
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help="Target of invoice revenue for the current month. This is the amount the sales \n"
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"team estimates to be able to invoice this month."),
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'monthly_quoted': fields.function(_get_sale_orders_data,
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type='string', readonly=True, multi='_get_sale_orders_data',
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string='Rate of created quotation per duration'),
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'monthly_confirmed': fields.function(_get_sale_orders_data,
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type='string', readonly=True, multi='_get_sale_orders_data',
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string='Rate of validate sales orders per duration'),
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'monthly_invoiced': fields.function(_get_invoices_data,
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type='string', readonly=True,
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string='Rate of sent invoices per duration'),
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}
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def action_forecast(self, cr, uid, id, value, context=None):
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return self.write(cr, uid, [id], {'invoiced_forecast': round(float(value))}, context=context)
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class sale_crm_lead(osv.Model):
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_inherit = 'crm.lead'
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def on_change_user(self, cr, uid, ids, user_id, context=None):
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""" Override of on change user_id on lead/opportunity; when having sale
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the new logic is :
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- use user.default_section_id
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- or fallback on previous behavior """
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if user_id:
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user = self.pool.get('res.users').browse(cr, uid, user_id, context=context)
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if user.default_section_id and user.default_section_id.id:
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return {'value': {'section_id': user.default_section_id.id}}
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return super(sale_crm_lead, self).on_change_user(cr, uid, ids, user_id, context=context)
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class account_invoice(osv.osv):
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_inherit = 'account.invoice'
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_columns = {
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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}
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_defaults = {
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'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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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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