addons/sale_crm/sale_crm.py

   1 # -*- coding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
   6 #
   7 #    This program is free software: you can redistribute it and/or modify
   8 #    it under the terms of the GNU Affero General Public License as
   9 #    published by the Free Software Foundation, either version 3 of the
  10 #    License, or (at your option) any later version.
  11 #
  12 #    This program is distributed in the hope that it will be useful,
  13 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  14 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  15 #    GNU Affero General Public License for more details.
  16 #
  17 #    You should have received a copy of the GNU Affero General Public License
  18 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  19 #
  20 ##############################################################################
  21
  22 from datetime import date
  23 from openerp import tools
  24 from dateutil.relativedelta import relativedelta
  25 from openerp.osv import osv, fields
  26
  27 MONTHS = {
  28     "monthly": 1,
  29     "semesterly": 3,
  30     "semiannually": 6,
  31     "annually": 12
  32 }
  33
  34 class sale_order(osv.osv):
  35     _inherit = 'sale.order'
  36     _columns = {
  37         'section_id': fields.many2one('crm.case.section', 'Sales Team'),
  38         'categ_ids': fields.many2many('crm.case.categ', 'sale_order_category_rel', 'order_id', 'category_id', 'Categories', \
  39             domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]")
  40     }
  41
  42     def _make_invoice(self, cr, uid, order, lines, context=None):
  43         if order.section_id:
  44             context = dict(context or {}, default_section_id= order.section_id.id)
  45         return super(sale_order, self)._make_invoice(cr, uid, order, lines, context=context)
  46
  47
  48 class crm_case_section(osv.osv):
  49     _inherit = 'crm.case.section'
  50
  51     def _get_created_quotation_per_duration(self, cr, uid, ids, field_name, arg, context=None):
  52         res = dict.fromkeys(ids, [])
  53         obj = self.pool.get('sale.order')
  54         first_day = date.today().replace(day=1)
  55
  56         for section in self.browse(cr, uid, ids, context=context):
  57             dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
  58             rate_invoice = []
  59             for when in range(0, 5):
  60                 domain = [("section_id", "=", section.id), ('state', 'in', ['draft', 'sent']), ('date_order', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
  61                 if when:
  62                     domain += [('date_order', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
  63                 rate = 0
  64                 order_ids = obj.search(cr, uid, domain, context=context)
  65                 for order in obj.browse(cr, uid, order_ids, context=context):
  66                     rate += order.amount_total
  67                 rate_invoice.append(rate)
  68             rate_invoice.reverse()
  69             res[section.id] = rate_invoice
  70         return res
  71
  72     def _get_validate_saleorder_per_duration(self, cr, uid, ids, field_name, arg, context=None):
  73         res = dict.fromkeys(ids, [])
  74         obj = self.pool.get('sale.order')
  75         first_day = date.today().replace(day=1)
  76
  77         for section in self.browse(cr, uid, ids, context=context):
  78             dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
  79             rate_invoice = []
  80             for when in range(0, 5):
  81                 domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'sent']), ('date_confirm', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
  82                 if when:
  83                     domain += [('date_confirm', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
  84                 rate = 0
  85                 order_ids = obj.search(cr, uid, domain, context=context)
  86                 for order in obj.browse(cr, uid, order_ids, context=context):
  87                     rate += order.amount_total
  88                 rate_invoice.append(rate)
  89             rate_invoice.reverse()
  90             res[section.id] = rate_invoice
  91         return res
  92
  93     def _get_sent_invoice_per_duration(self, cr, uid, ids, field_name, arg, context=None):
  94         res = dict.fromkeys(ids, [])
  95         obj = self.pool.get('account.invoice.report')
  96         first_day = date.today().replace(day=1)
  97
  98         for section in self.browse(cr, uid, ids, context=context):
  99             dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
 100             rate_invoice = []
 101             for when in range(0, 5):
 102                 domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
 103                 if when:
 104                     domain += [('date', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
 105                 rate = 0
 106                 invoice_ids = obj.search(cr, uid, domain, context=context)
 107                 for invoice in obj.browse(cr, uid, invoice_ids, context=context):
 108                     rate += invoice.price_total
 109                 rate_invoice.append(rate)
 110             rate_invoice.reverse()
 111             res[section.id] = rate_invoice
 112         return res
 113
 114     _columns = {
 115         'quotation_ids': fields.one2many('sale.order', 'section_id',
 116             string='Quotations', readonly=True,
 117             domain=[('state', 'in', ['draft', 'sent', 'cancel'])]),
 118         'sale_order_ids': fields.one2many('sale.order', 'section_id',
 119             string='Sale Orders', readonly=True,
 120             domain=[('state', 'not in', ['draft', 'sent', 'cancel'])]),
 121         'invoice_ids': fields.one2many('account.invoice', 'section_id',
 122             string='Invoices', readonly=True,
 123             domain=[('state', 'not in', ['draft', 'cancel'])]),
 124
 125         'forecast': fields.integer(string='Total forecast'),
 126         'target_invoice': fields.integer(string='Invoicing Target'),
 127         'created_quotation_per_duration': fields.function(_get_created_quotation_per_duration, string='Rate of created quotation per duration', type="string", readonly=True),
 128         'validate_saleorder_per_duration': fields.function(_get_validate_saleorder_per_duration, string='Rate of validate sales orders per duration', type="string", readonly=True),
 129         'sent_invoice_per_duration': fields.function(_get_sent_invoice_per_duration, string='Rate of sent invoices per duration', type="string", readonly=True),
 130     }
 131
 132     def action_forecast(self, cr, uid, id, value, context=None):
 133         return self.write(cr, uid, [id], {'forecast': value}, context=context)
 134
 135 class res_users(osv.Model):
 136     _inherit = 'res.users'
 137     _columns = {
 138         'default_section_id': fields.many2one('crm.case.section', 'Default Sales Team'),
 139     }
 140
 141
 142 class sale_crm_lead(osv.Model):
 143     _inherit = 'crm.lead'
 144
 145     def on_change_user(self, cr, uid, ids, user_id, context=None):
 146         """ Override of on change user_id on lead/opportunity; when having sale
 147             the new logic is :
 148             - use user.default_section_id
 149             - or fallback on previous behavior """
 150         if user_id:
 151             user = self.pool.get('res.users').browse(cr, uid, user_id, context=context)
 152             if user.default_section_id and user.default_section_id.id:
 153                 return {'value': {'section_id': user.default_section_id.id}}
 154         return super(sale_crm_lead, self).on_change_user(cr, uid, ids, user_id, context=context)
 155
 156
 157 class account_invoice(osv.osv):
 158     _inherit = 'account.invoice'
 159     _columns = {
 160         'section_id': fields.many2one('crm.case.section', 'Sales Team'),
 161     }
 162     _defaults = {
 163         'section_id': lambda self, cr, uid, c=None: self.pool.get('res.users').browse(cr, uid, uid, c).default_section_id.id or False,
 164     }
 165
 166 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: