73 lines
4.1 KiB
Python
73 lines
4.1 KiB
Python
# -*- coding: utf-8 -*-
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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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import json
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from openerp import tools
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from openerp.osv import fields, osv
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from openerp.tools.float_utils import float_repr
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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['sale.order']
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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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res = {}
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for id in ids:
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res[id] = {}
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created_domain = [('section_id', '=', id), ('state', 'in', ['draft', 'sent']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)]
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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_quoted'] = json.dumps(self.__get_bar_values(cr, uid, obj, created_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context))
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res[id]['monthly_confirmed'] = json.dumps(self.__get_bar_values(cr, uid, obj, validated_domain, ['amount_untaxed', 'date_order'], 'amount_untaxed', '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['account.invoice.report']
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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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res = {}
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for id in ids:
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created_domain = [('type', 'in', ['out_invoice', 'out_refund']), ('section_id', '=', id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', date_begin), ('date', '<=', date_end)]
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values = self.__get_bar_values(cr, uid, obj, created_domain, ['price_total', 'date'], 'price_total', 'date', context=context)
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for value in values:
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value['value'] = float_repr(value.get('value', 0), precision_digits=self.pool['decimal.precision'].precision_get(cr, uid, 'Account'))
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res[id] = json.dumps(values)
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return res
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_columns = {
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'use_quotations': fields.boolean('Quotations', help="Check this box to manage quotations in this sales team."),
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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='char', 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='char', 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='char', readonly=True,
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string='Rate of sent invoices per duration'),
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}
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_defaults = {
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'use_quotations': True,
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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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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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