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 dateutil import relativedelta
  24
  25 from openerp import tools
  26 from openerp.osv import osv, fields
  27
  28
  29 class sale_order(osv.osv):
  30     _inherit = 'sale.order'
  31     _columns = {
  32         'section_id': fields.many2one('crm.case.section', 'Sales Team'),
  33         'categ_ids': fields.many2many('crm.case.categ', 'sale_order_category_rel', 'order_id', 'category_id', 'Categories', \
  34             domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]")
  35     }
  36
  37     def _prepare_invoice(self, cr, uid, order, lines, context=None):
  38         invoice_vals = super(sale_order, self)._prepare_invoice(cr, uid, order, lines, context=context)
  39         if order.section_id and order.section_id.id:
  40             invoice_vals['section_id'] = order.section_id.id
  41         return invoice_vals
  42
  43
  44 class crm_case_section(osv.osv):
  45     _inherit = 'crm.case.section'
  46
  47     def _get_sale_orders_data(self, cr, uid, ids, field_name, arg, context=None):
  48         obj = self.pool.get('sale.order')
  49         res = dict.fromkeys(ids, False)
  50         month_begin = date.today().replace(day=1)
  51         groupby_begin = (month_begin + relativedelta.relativedelta(months=-4)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
  52         for id in ids:
  53             res[id] = dict()
  54             created_domain = [('section_id', '=', id), ('state', 'in', ['draft', 'sent']), ('date_order', '>=', groupby_begin)]
  55             res[id]['monthly_quoted'] = self.__get_bar_values(cr, uid, obj, created_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context)
  56             validated_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'sent']), ('date_confirm', '>=', groupby_begin)]
  57             res[id]['monthly_confirmed'] = self.__get_bar_values(cr, uid, obj, validated_domain, ['amount_total', 'date_confirm'], 'amount_total', 'date_confirm', context=context)
  58         return res
  59
  60     def _get_invoices_data(self, cr, uid, ids, field_name, arg, context=None):
  61         obj = self.pool.get('account.invoice.report')
  62         res = dict.fromkeys(ids, False)
  63         month_begin = date.today().replace(day=1)
  64         groupby_begin = (month_begin + relativedelta.relativedelta(months=-4)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
  65         for id in ids:
  66             created_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', groupby_begin)]
  67             res[id] = self.__get_bar_values(cr, uid, obj, created_domain, ['price_total', 'date'], 'price_total', 'date', context=context)
  68         return res
  69
  70     _columns = {
  71         'invoiced_forecast': fields.integer(string='Invoice Forecast',
  72             help="Forecast of the invoice revenue for the current month. This is the amount the sales \n"
  73                     "team should invoice this month. It is used to compute the progression ratio \n"
  74                     " of the current and forecast revenue on the kanban view."),
  75         'invoiced_target': fields.integer(string='Invoice Target',
  76             help="Target of invoice revenue for the current month. This is the amount the sales \n"
  77                     "team estimates to be able to invoice this month."),
  78         'monthly_quoted': fields.function(_get_sale_orders_data,
  79             type='string', readonly=True, multi='_get_sale_orders_data',
  80             string='Rate of created quotation per duration'),
  81         'monthly_confirmed': fields.function(_get_sale_orders_data,
  82             type='string', readonly=True, multi='_get_sale_orders_data',
  83             string='Rate of validate sales orders per duration'),
  84         'monthly_invoiced': fields.function(_get_invoices_data,
  85             type='string', readonly=True,
  86             string='Rate of sent invoices per duration'),
  87     }
  88
  89     def action_forecast(self, cr, uid, id, value, context=None):
  90         return self.write(cr, uid, [id], {'invoiced_forecast': value}, context=context)
  91
  92
  93 class res_users(osv.Model):
  94     _inherit = 'res.users'
  95     _columns = {
  96         'default_section_id': fields.many2one('crm.case.section', 'Default Sales Team'),
  97     }
  98
  99
 100 class sale_crm_lead(osv.Model):
 101     _inherit = 'crm.lead'
 102
 103     def on_change_user(self, cr, uid, ids, user_id, context=None):
 104         """ Override of on change user_id on lead/opportunity; when having sale
 105             the new logic is :
 106             - use user.default_section_id
 107             - or fallback on previous behavior """
 108         if user_id:
 109             user = self.pool.get('res.users').browse(cr, uid, user_id, context=context)
 110             if user.default_section_id and user.default_section_id.id:
 111                 return {'value': {'section_id': user.default_section_id.id}}
 112         return super(sale_crm_lead, self).on_change_user(cr, uid, ids, user_id, context=context)
 113
 114
 115 class account_invoice(osv.osv):
 116     _inherit = 'account.invoice'
 117     _columns = {
 118         'section_id': fields.many2one('crm.case.section', 'Sales Team'),
 119     }
 120     _defaults = {
 121         'section_id': lambda self, cr, uid, c=None: self.pool.get('res.users').browse(cr, uid, uid, c).default_section_id.id or False,
 122     }
 123
 124 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: