279 lines
14 KiB
Python
279 lines
14 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-today OpenERP SA (<http://www.openerp.com>)
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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, datetime
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from dateutil import relativedelta
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from openerp import tools
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from openerp.osv import fields
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from openerp.osv import osv
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AVAILABLE_PRIORITIES = [
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('0', 'Very Low'),
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('1', 'Low'),
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('2', 'Normal'),
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('3', 'High'),
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('4', 'Very High'),
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]
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class crm_case_channel(osv.osv):
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_name = "crm.case.channel"
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_description = "Channels"
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_order = 'name'
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_columns = {
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'name': fields.char('Channel Name', size=64, required=True),
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'active': fields.boolean('Active'),
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}
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_defaults = {
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'active': lambda *a: 1,
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}
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class crm_case_stage(osv.osv):
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""" Model for case stages. This models the main stages of a document
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management flow. Main CRM objects (leads, opportunities, project
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issues, ...) will now use only stages, instead of state and stages.
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Stages are for example used to display the kanban view of records.
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"""
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_name = "crm.case.stage"
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_description = "Stage of case"
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_rec_name = 'name'
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_order = "sequence"
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_columns = {
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'name': fields.char('Stage Name', size=64, required=True, translate=True),
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'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
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'probability': fields.float('Probability (%)', required=True, help="This percentage depicts the default/average probability of the Case for this stage to be a success"),
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'on_change': fields.boolean('Change Probability Automatically', help="Setting this stage will change the probability automatically on the opportunity."),
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'requirements': fields.text('Requirements'),
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'section_ids': fields.many2many('crm.case.section', 'section_stage_rel', 'stage_id', 'section_id', string='Sections',
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help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
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'case_default': fields.boolean('Default to New Sales Team',
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help="If you check this field, this stage will be proposed by default on each sales team. It will not assign this stage to existing teams."),
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'fold': fields.boolean('Folded in Kanban View',
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help='This stage is folded in the kanban view when'
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'there are no records in that stage to display.'),
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'type': fields.selection([('lead', 'Lead'),
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('opportunity', 'Opportunity'),
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('both', 'Both')],
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string='Type', size=16, required=True,
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help="This field is used to distinguish stages related to Leads from stages related to Opportunities, or to specify stages available for both types."),
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}
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_defaults = {
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'sequence': 1,
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'probability': 0.0,
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'on_change': True,
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'fold': False,
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'type': 'both',
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'case_default': True,
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}
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class crm_case_section(osv.osv):
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""" Model for sales teams. """
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_name = "crm.case.section"
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_inherits = {'mail.alias': 'alias_id'}
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_inherit = "mail.thread"
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_description = "Sales Teams"
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_order = "complete_name"
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# number of periods for lead/opportunities/... tracking in salesteam kanban dashboard/kanban view
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_period_number = 5
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def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
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return dict(self.name_get(cr, uid, ids, context=context))
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def __get_bar_values(self, cr, uid, obj, domain, read_fields, value_field, groupby_field, context=None):
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""" Generic method to generate data for bar chart values using SparklineBarWidget.
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This method performs obj.read_group(cr, uid, domain, read_fields, groupby_field).
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:param obj: the target model (i.e. crm_lead)
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:param domain: the domain applied to the read_group
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:param list read_fields: the list of fields to read in the read_group
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:param str value_field: the field used to compute the value of the bar slice
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:param str groupby_field: the fields used to group
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:return list section_result: a list of dicts: [
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{ 'value': (int) bar_column_value,
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'tootip': (str) bar_column_tooltip,
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}
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]
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"""
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month_begin = date.today().replace(day=1)
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section_result = [{
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'value': 0,
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'tooltip': (month_begin + relativedelta.relativedelta(months=-i)).strftime('%B %Y'),
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} for i in range(self._period_number - 1, -1, -1)]
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group_obj = obj.read_group(cr, uid, domain, read_fields, groupby_field, context=context)
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pattern = tools.DEFAULT_SERVER_DATE_FORMAT if obj.fields_get(cr, uid, groupby_field)[groupby_field]['type'] == 'date' else tools.DEFAULT_SERVER_DATETIME_FORMAT
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for group in group_obj:
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group_begin_date = datetime.strptime(group['__domain'][0][2], pattern)
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month_delta = relativedelta.relativedelta(month_begin, group_begin_date)
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section_result[self._period_number - (month_delta.months + 1)] = {'value': group.get(value_field, 0), 'tooltip': group.get(groupby_field, 0)}
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return section_result
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def _get_opportunities_data(self, cr, uid, ids, field_name, arg, context=None):
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""" Get opportunities-related data for salesteam kanban view
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monthly_open_leads: number of open lead during the last months
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monthly_planned_revenue: planned revenu of opportunities during the last months
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"""
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obj = self.pool.get('crm.lead')
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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)
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date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1])
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lead_pre_domain = [('create_date', '>=', date_begin.strftime(tools.DEFAULT_SERVER_DATE_FORMAT)),
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('create_date', '<=', date_end.strftime(tools.DEFAULT_SERVER_DATE_FORMAT)),
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('type', '=', 'lead')]
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opp_pre_domain = [('date_deadline', '>=', date_begin.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)),
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('date_deadline', '<=', date_end.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)),
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('type', '=', 'opportunity')]
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for id in ids:
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res[id] = dict()
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lead_domain = lead_pre_domain + [('section_id', '=', id)]
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opp_domain = opp_pre_domain + [('section_id', '=', id)]
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res[id]['monthly_open_leads'] = self.__get_bar_values(cr, uid, obj, lead_domain, ['create_date'], 'create_date_count', 'create_date', context=context)
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res[id]['monthly_planned_revenue'] = self.__get_bar_values(cr, uid, obj, opp_domain, ['planned_revenue', 'date_deadline'], 'planned_revenue', 'date_deadline', context=context)
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return res
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_columns = {
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'name': fields.char('Sales Team', size=64, required=True, translate=True),
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'complete_name': fields.function(get_full_name, type='char', size=256, readonly=True, store=True),
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'code': fields.char('Code', size=8),
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'active': fields.boolean('Active', help="If the active field is set to "\
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"true, it will allow you to hide the sales team without removing it."),
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'change_responsible': fields.boolean('Reassign Escalated', help="When escalating to this team override the salesman with the team leader."),
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'user_id': fields.many2one('res.users', 'Team Leader'),
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'member_ids': fields.many2many('res.users', 'sale_member_rel', 'section_id', 'member_id', 'Team Members'),
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'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by OpenERP about cases in this sales team"),
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'parent_id': fields.many2one('crm.case.section', 'Parent Team'),
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'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Teams'),
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'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"),
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'note': fields.text('Description'),
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'working_hours': fields.float('Working Hours', digits=(16, 2)),
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'stage_ids': fields.many2many('crm.case.stage', 'section_stage_rel', 'section_id', 'stage_id', 'Stages'),
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'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="restrict", required=True,
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help="The email address associated with this team. New emails received will automatically "
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"create new leads assigned to the team."),
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'color': fields.integer('Color Index'),
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'use_leads': fields.boolean('Leads',
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help="The first contact you get with a potential customer is a lead you qualify before converting it into a real business opportunity. Check this box to manage leads in this sales team."),
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'monthly_open_leads': fields.function(_get_opportunities_data,
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type="string", readonly=True, multi='_get_opportunities_data',
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string='Open Leads per Month'),
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'monthly_planned_revenue': fields.function(_get_opportunities_data,
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type="string", readonly=True, multi='_get_opportunities_data',
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string='Planned Revenue per Month')
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}
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def _get_stage_common(self, cr, uid, context):
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ids = self.pool.get('crm.case.stage').search(cr, uid, [('case_default', '=', 1)], context=context)
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return ids
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_defaults = {
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'active': 1,
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'stage_ids': _get_stage_common,
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'use_leads': True,
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}
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_sql_constraints = [
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('code_uniq', 'unique (code)', 'The code of the sales team must be unique !')
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]
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_constraints = [
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(osv.osv._check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
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]
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def name_get(self, cr, uid, ids, context=None):
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"""Overrides orm name_get method"""
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if not isinstance(ids, list):
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ids = [ids]
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res = []
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if not ids:
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return res
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reads = self.read(cr, uid, ids, ['name', 'parent_id'], context)
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for record in reads:
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name = record['name']
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if record['parent_id']:
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name = record['parent_id'][1] + ' / ' + name
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res.append((record['id'], name))
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return res
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def create(self, cr, uid, vals, context=None):
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if context is None:
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context = {}
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create_context = dict(context, alias_model_name='crm.lead', alias_parent_model_name=self._name)
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section_id = super(crm_case_section, self).create(cr, uid, vals, context=create_context)
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section = self.browse(cr, uid, section_id, context=context)
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self.pool.get('mail.alias').write(cr, uid, [section.alias_id.id], {'alias_parent_thread_id': section_id, 'alias_defaults': {'section_id': section_id, 'type': 'lead'}}, context=context)
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return section_id
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def unlink(self, cr, uid, ids, context=None):
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# Cascade-delete mail aliases as well, as they should not exist without the sales team.
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mail_alias = self.pool.get('mail.alias')
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alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id]
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res = super(crm_case_section, self).unlink(cr, uid, ids, context=context)
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mail_alias.unlink(cr, uid, alias_ids, context=context)
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return res
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class crm_case_categ(osv.osv):
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""" Category of Case """
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_name = "crm.case.categ"
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_description = "Category of Case"
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_columns = {
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'name': fields.char('Name', size=64, required=True, translate=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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'object_id': fields.many2one('ir.model', 'Object Name'),
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}
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def _find_object_id(self, cr, uid, context=None):
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"""Finds id for case object"""
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context = context or {}
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object_id = context.get('object_id', False)
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ids = self.pool.get('ir.model').search(cr, uid, ['|',('id', '=', object_id),('model', '=', context.get('object_name', False))])
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return ids and ids[0] or False
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_defaults = {
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'object_id' : _find_object_id
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}
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class crm_case_resource_type(osv.osv):
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""" Resource Type of case """
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_name = "crm.case.resource.type"
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_description = "Campaign"
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_rec_name = "name"
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_columns = {
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'name': fields.char('Campaign Name', size=64, required=True, translate=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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}
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class crm_payment_mode(osv.osv):
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""" Payment Mode for Fund """
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_name = "crm.payment.mode"
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_description = "CRM Payment Mode"
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_columns = {
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'name': fields.char('Name', size=64, required=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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