odoo/addons/sale_crm/sale_crm.py

143 lines
7.3 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/>.
#
##############################################################################
import calendar
from datetime import date
from dateutil import relativedelta
from openerp import tools
from openerp.osv import osv, fields
class res_users(osv.Model):
_inherit = 'res.users'
_columns = {
'default_section_id': fields.many2one('crm.case.section', 'Default Sales Team'),
}
def __init__(self, pool, cr):
init_res = super(res_users, self).__init__(pool, cr)
# duplicate list to avoid modifying the original reference
self.SELF_WRITEABLE_FIELDS = list(self.SELF_WRITEABLE_FIELDS)
self.SELF_WRITEABLE_FIELDS.extend(['default_section_id'])
return init_res
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', 'Tags', \
domain="['|', ('section_id', '=', section_id), ('section_id', '=', False), ('object_id.model', '=', 'crm.lead')]", context="{'object_name': 'crm.lead'}")
}
def _get_default_section_id(self, cr, uid, context=None):
""" Gives default section by checking if present in the context """
section_id = self.pool.get('crm.lead')._resolve_section_id_from_context(cr, uid, context=context) or False
if not section_id:
section_id = self.pool.get('res.users').browse(cr, uid, uid, context).default_section_id.id or False
return section_id
_defaults = {
'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
}
def _prepare_invoice(self, cr, uid, order, lines, context=None):
invoice_vals = super(sale_order, self)._prepare_invoice(cr, uid, order, lines, context=context)
if order.section_id and order.section_id.id:
invoice_vals['section_id'] = order.section_id.id
return invoice_vals
class crm_case_section(osv.osv):
_inherit = 'crm.case.section'
def _get_sale_orders_data(self, cr, uid, ids, field_name, arg, context=None):
obj = self.pool.get('sale.order')
res = dict.fromkeys(ids, False)
month_begin = date.today().replace(day=1)
date_begin = (month_begin - relativedelta.relativedelta(months=self._period_number - 1)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
for id in ids:
res[id] = dict()
created_domain = [('section_id', '=', id), ('state', '=', ['draft']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)]
res[id]['monthly_quoted'] = self.__get_bar_values(cr, uid, obj, created_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context)
validated_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'sent', 'cancel']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)]
res[id]['monthly_confirmed'] = self.__get_bar_values(cr, uid, obj, validated_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context)
return res
def _get_invoices_data(self, cr, uid, ids, field_name, arg, context=None):
obj = self.pool.get('account.invoice.report')
res = dict.fromkeys(ids, False)
month_begin = date.today().replace(day=1)
date_begin = (month_begin - relativedelta.relativedelta(months=self._period_number - 1)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
for id in ids:
created_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', date_begin), ('date', '<=', date_end)]
res[id] = self.__get_bar_values(cr, uid, obj, created_domain, ['price_total', 'date'], 'price_total', 'date', context=context)
return res
_columns = {
'invoiced_forecast': fields.integer(string='Invoice Forecast',
help="Forecast of the invoice revenue for the current month. This is the amount the sales \n"
"team should invoice this month. It is used to compute the progression ratio \n"
" of the current and forecast revenue on the kanban view."),
'invoiced_target': fields.integer(string='Invoice Target',
help="Target of invoice revenue for the current month. This is the amount the sales \n"
"team estimates to be able to invoice this month."),
'monthly_quoted': fields.function(_get_sale_orders_data,
type='string', readonly=True, multi='_get_sale_orders_data',
string='Rate of created quotation per duration'),
'monthly_confirmed': fields.function(_get_sale_orders_data,
type='string', readonly=True, multi='_get_sale_orders_data',
string='Rate of validate sales orders per duration'),
'monthly_invoiced': fields.function(_get_invoices_data,
type='string', readonly=True,
string='Rate of sent invoices per duration'),
}
def action_forecast(self, cr, uid, id, value, context=None):
return self.write(cr, uid, [id], {'invoiced_forecast': round(float(value))}, context=context)
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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