1 # -*- coding: utf-8 -*-
4 from datetime import date
5 from dateutil import relativedelta
8 from openerp import tools
9 from openerp.osv import fields, osv
12 class crm_team(osv.Model):
14 _inherits = {'mail.alias': 'alias_id'}
16 def _get_opportunities_data(self, cr, uid, ids, field_name, arg, context=None):
17 """ Get opportunities-related data for salesteam kanban view
18 monthly_open_leads: number of open lead during the last months
19 monthly_planned_revenue: planned revenu of opportunities during the last months
21 obj = self.pool.get('crm.lead')
22 res = dict.fromkeys(ids, False)
23 month_begin = date.today().replace(day=1)
24 date_begin = month_begin - relativedelta.relativedelta(months=self._period_number - 1)
25 date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1])
26 lead_pre_domain = [('create_date', '>=', date_begin.strftime(tools.DEFAULT_SERVER_DATE_FORMAT)),
27 ('create_date', '<=', date_end.strftime(tools.DEFAULT_SERVER_DATE_FORMAT)),
28 ('type', '=', 'lead')]
29 opp_pre_domain = [('date_deadline', '>=', date_begin.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)),
30 ('date_deadline', '<=', date_end.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)),
31 ('type', '=', 'opportunity')]
34 lead_domain = lead_pre_domain + [('team_id', '=', id)]
35 opp_domain = opp_pre_domain + [('team_id', '=', id)]
36 res[id]['monthly_open_leads'] = json.dumps(self.__get_bar_values(cr, uid, obj, lead_domain, ['create_date'], 'create_date_count', 'create_date', context=context))
37 res[id]['monthly_planned_revenue'] = json.dumps(self.__get_bar_values(cr, uid, obj, opp_domain, ['planned_revenue', 'date_deadline'], 'planned_revenue', 'date_deadline', context=context))
41 'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"),
42 'stage_ids': fields.many2many('crm.stage', 'crm_team_stage_rel', 'team_id', 'stage_id', 'Stages'),
43 'use_leads': fields.boolean('Leads',
44 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."),
45 'use_opportunities': fields.boolean('Opportunities', help="Check this box to manage opportunities in this sales team."),
46 'monthly_open_leads': fields.function(_get_opportunities_data,
47 type="char", readonly=True, multi='_get_opportunities_data',
48 string='Open Leads per Month'),
49 'monthly_planned_revenue': fields.function(_get_opportunities_data,
50 type="char", readonly=True, multi='_get_opportunities_data',
51 string='Planned Revenue per Month'),
52 'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="restrict", required=True, help="The email address associated with this team. New emails received will automatically create new leads assigned to the team."),
55 def _auto_init(self, cr, context=None):
56 """Installation hook to create aliases for all lead and avoid constraint errors."""
57 return self.pool.get('mail.alias').migrate_to_alias(cr, self._name, self._table, super(crm_team, self)._auto_init,
58 'crm.lead', self._columns['alias_id'], 'name', alias_prefix='Lead+', alias_defaults={}, context=context)
60 def _get_stage_common(self, cr, uid, context):
61 ids = self.pool.get('crm.stage').search(cr, uid, [('case_default', '=', 1)], context=context)
65 'stage_ids': _get_stage_common,
67 'use_opportunities': True,
70 def create(self, cr, uid, vals, context=None):
73 create_context = dict(context, alias_model_name='crm.lead', alias_parent_model_name=self._name)
74 team_id = super(crm_team, self).create(cr, uid, vals, context=create_context)
75 team = self.browse(cr, uid, team_id, context=context)
76 self.pool.get('mail.alias').write(cr, uid, [team.alias_id.id], {'alias_parent_thread_id': team_id, 'alias_defaults': {'team_id': team_id, 'type': 'lead'}}, context=context)
79 def unlink(self, cr, uid, ids, context=None):
80 # Cascade-delete mail aliases as well, as they should not exist without the sales team.
81 mail_alias = self.pool.get('mail.alias')
82 alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id]
83 res = super(crm_team, self).unlink(cr, uid, ids, context=context)
84 mail_alias.unlink(cr, uid, alias_ids, context=context)