[IMP] salesteams: duration only by month
bzr revid: chm@openerp.com-20130527093036-bn4kjnre9vhxf76k
This commit is contained in:
Christophe Matthieu
parent
15c9537eb1
commit
4e7b20dfb6
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@ -23,7 +23,7 @@ from openerp import tools
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from openerp.osv import fields
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from openerp.osv import osv
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from openerp.tools.translate import _
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from datetime import date
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from datetime import date, datetime
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from dateutil.relativedelta import relativedelta
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MAX_LEVEL = 15
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@ -43,20 +43,6 @@ AVAILABLE_PRIORITIES = [
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('5', 'Lowest'),
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]
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DURATION_TXT = {
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"monthly": _("month"),
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"quarterly": _("quarter"),
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"semesterly": _("semester"),
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"annually": _("year")
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}
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MONTHS = {
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"monthly": 1,
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"quarterly": 3,
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"semesterly": 6,
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"annually": 12
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}
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class crm_case_channel(osv.osv):
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_name = "crm.case.channel"
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_description = "Channels"
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@ -123,45 +109,30 @@ class crm_case_section(osv.osv):
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def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
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return dict(self.name_get(cr, uid, ids, context=context))
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def _get_target_duration_txt(self, cr, uid, ids, field_name, arg, context=None):
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res = dict.fromkeys(ids, "")
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for section in self.browse(cr, uid, ids, context=context):
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res[section.id] = DURATION_TXT[section.target_duration]
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return res
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def _get_open_lead_per_duration(self, cr, uid, ids, field_name, arg, context=None):
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res = dict.fromkeys(ids, [])
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lead_obj = self.pool.get('crm.lead')
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first_day = date.today().replace(day=1)
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obj = self.pool.get('crm.lead')
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today = date.today().replace(day=1)
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begin = (today + relativedelta(months=-5)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
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for section in self.browse(cr, uid, ids, context=context):
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dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
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nb_leads = []
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for when in range(0, 5):
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domain = [("section_id", "=", section.id), '|', ('type', '=', 'lead'), ('date_open', '!=', None), ('create_date', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
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if when:
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domain += [('create_date', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
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nb_leads.append(lead_obj.search(cr, uid, domain, context=context, count=True))
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nb_leads.reverse()
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res[section.id] = nb_leads
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domain = [("section_id", "=", section.id), '|', ('type', '=', 'lead'), ('date_open', '!=', None), ('create_date', '>=', begin)]
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group_obj = obj.read_group(cr, uid, domain, ["create_date"], "create_date", context=context)
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group_list = [group['create_date_count'] for group in group_obj]
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nb_month = group_obj and relativedelta(today, datetime.strptime(group_obj[-1]['__domain'][0][2], '%Y-%m-%d')).months or 0
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res[section.id] = [0]*(5 - len(group_list) - nb_month) + group_list + [0]*nb_month
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return res
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def _get_won_opportunity_per_duration(self, cr, uid, ids, field_name, arg, context=None):
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res = dict.fromkeys(ids, [])
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obj = self.pool.get('crm.lead')
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first_day = date.today().replace(day=1)
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today = date.today().replace(day=1)
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begin = (today + relativedelta(months=-5)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
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for section in self.browse(cr, uid, ids, context=context):
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dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
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rates = []
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for when in range(0, 5):
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domain = [("section_id", "=", section.id), ('state', '=', 'done'), ('type', '=', 'opportunity'), ('date_closed', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
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if when:
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domain += [('date_closed', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
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group_obj = obj.read_group(cr, uid, domain, ['planned_revenue', 'section_id'], "section_id", context=context)
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rates.append(group_obj and group_obj[0]['planned_revenue'] or 0)
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rates.reverse()
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res[section.id] = rates
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domain = [("section_id", "=", section.id), '|', ('type', '=', 'opportunity'), ('date_open', '!=', None), ('create_date', '>=', begin)]
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group_obj = obj.read_group(cr, uid, domain, ['planned_revenue', "create_date"], "create_date", context=context)
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group_list = [group['planned_revenue'] for group in group_obj]
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nb_month = group_obj and relativedelta(today, datetime.strptime(group_obj[-1]['__domain'][0][2], '%Y-%m-%d')).months or 0
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res[section.id] = [0]*(5 - len(group_list) - nb_month) + group_list + [0]*nb_month
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return res
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_columns = {
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@ -187,12 +158,6 @@ class crm_case_section(osv.osv):
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'use_leads': fields.boolean('Leads',
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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."),
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'target_duration': fields.selection([("monthly", "Monthly"), ("quarterly", "Quarterly"), ("semesterly", "Semesterly"), ("annually", "Annually")],
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string='Report Duration', required=True),
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'target_duration_txt': fields.function(_get_target_duration_txt,
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string='Duration',
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type="string", readonly=True),
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'open_lead_per_duration': fields.function(_get_open_lead_per_duration, string='Open Leads per duration', type="string", readonly=True),
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'won_opportunity_per_duration': fields.function(_get_won_opportunity_per_duration, string='Revenue of opporunities whon per duration', type="string", readonly=True)
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}
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@ -205,7 +170,6 @@ class crm_case_section(osv.osv):
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'active': 1,
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'stage_ids': _get_stage_common,
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'use_leads': True,
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'target_duration': "monthly",
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}
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_sql_constraints = [
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@ -78,7 +78,6 @@
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<field name="note"/>
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<field name="alias_id"/>
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<field name="color"/>
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<field name="target_duration_txt"/>
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<field name="open_lead_per_duration"/>
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<field name="won_opportunity_per_duration"/>
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<templates>
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@ -100,10 +99,10 @@
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<div class="oe_items_list">
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<div class="oe_salesteams_leads" t-if="record.use_leads.raw_value">
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<a name="%(crm_case_form_view_salesteams_lead)d" type="action">Leads</a>
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<a name="%(action_report_crm_lead)d" type="action" class="oe_sparkline_bar_link"><field name="open_lead_per_duration" widget="sparkline_bar">Number of opening leads per duration.<br/>(last one is <t t-esc="record.target_duration_txt.value"/>).<br/>Click to see a detailed analysis of leads.</field></a>
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<a name="%(action_report_crm_lead)d" type="action" class="oe_sparkline_bar_link"><field name="open_lead_per_duration" widget="sparkline_bar">Number of opening leads per month.<br/>Click to see a detailed analysis of leads.</field></a>
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</div><div class="oe_salesteams_opportunities">
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<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">Opportunities</a>
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<a name="%(action_report_crm_opportunity)d" type="action"><field name="won_opportunity_per_duration" widget="sparkline_bar">Revenue of won opportunities per duration.<br/>(last one is <t t-esc="record.target_duration_txt.value"/>).<br/>Click to see a detailed analysis of opportunities.</field></a>
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<a name="%(action_report_crm_opportunity)d" type="action"><field name="won_opportunity_per_duration" widget="sparkline_bar">Revenue of won opportunities per month.<br/>Click to see a detailed analysis of opportunities.</field></a>
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</div>
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</div>
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</div>
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@ -190,9 +189,6 @@
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<field name="user_id"/>
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<field name="change_responsible"/>
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</group>
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<group colspan="4" col="2">
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<field name="target_duration" widget="radio"/>
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</group>
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<group colspan="4" attrs="{'invisible': [('use_leads', '=', False)]}">
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</group>
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@ -19,17 +19,11 @@
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#
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##############################################################################
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from datetime import date
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from datetime import date, datetime
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from openerp import tools
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from dateutil.relativedelta import relativedelta
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from openerp.osv import osv, fields
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MONTHS = {
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"monthly": 1,
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"semesterly": 3,
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"semiannually": 6,
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"annually": 12
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}
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class sale_order(osv.osv):
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_inherit = 'sale.order'
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@ -57,60 +51,40 @@ class crm_case_section(osv.osv):
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def _get_created_quotation_per_duration(self, cr, uid, ids, field_name, arg, context=None):
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res = dict.fromkeys(ids, [])
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obj = self.pool.get('sale.order')
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first_day = date.today().replace(day=1)
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today = date.today().replace(day=1)
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begin = (today + relativedelta(months=-5)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
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for section in self.browse(cr, uid, ids, context=context):
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dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
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rates = []
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for when in range(0, 5):
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domain = [("section_id", "=", section.id), ('state', 'in', ['draft', 'sent']), ('date_order', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
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if when:
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domain += [('date_order', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
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# rate = 0
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# order_ids = obj.search(cr, uid, domain, context=context)
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# for order in obj.browse(cr, uid, order_ids, context=context):
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# rate += order.amount_total
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# rates.append(rate)
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group_obj = obj.read_group(cr, uid, domain, ['amount_total', 'section_id'], "section_id", context=context)
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rates.append(group_obj and group_obj[0]['amount_total'] or 0)
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rates.reverse()
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res[section.id] = rates
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domain = [("section_id", "=", section.id), ('state', 'in', ['draft', 'sent']), ('date_order', '>=', begin)]
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group_obj = obj.read_group(cr, uid, domain, ['amount_total', "date_order"], "date_order", context=context)
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group_list = [group['amount_total'] for group in group_obj]
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nb_month = group_obj and relativedelta(today, datetime.strptime(group_obj[-1]['__domain'][0][2], '%Y-%m-%d')).months or 0
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res[section.id] = [0]*(5 - len(group_list) - nb_month) + group_list + [0]*nb_month
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return res
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def _get_validate_saleorder_per_duration(self, cr, uid, ids, field_name, arg, context=None):
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res = dict.fromkeys(ids, [])
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obj = self.pool.get('sale.order')
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first_day = date.today().replace(day=1)
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today = date.today().replace(day=1)
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begin = (today + relativedelta(months=-5)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
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for section in self.browse(cr, uid, ids, context=context):
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dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
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rates = []
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for when in range(0, 5):
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domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'sent']), ('date_confirm', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
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if when:
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domain += [('date_confirm', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
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group_obj = obj.read_group(cr, uid, domain, ['amount_total', 'section_id'], "section_id", context=context)
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rates.append(group_obj and group_obj[0]['amount_total'] or 0)
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rates.reverse()
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res[section.id] = rates
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domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'sent']), ('date_confirm', '>=', begin)]
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group_obj = obj.read_group(cr, uid, domain, ['amount_total', "date_confirm"], "date_confirm", context=context)
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group_list = [group['amount_total'] for group in group_obj]
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nb_month = group_obj and relativedelta(today, datetime.strptime(group_obj[-1]['__domain'][0][2], '%Y-%m-%d')).months or 0
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res[section.id] = [0]*(5 - len(group_list) - nb_month) + group_list + [0]*nb_month
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return res
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def _get_sent_invoice_per_duration(self, cr, uid, ids, field_name, arg, context=None):
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res = dict.fromkeys(ids, [])
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obj = self.pool.get('account.invoice.report')
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first_day = date.today().replace(day=1)
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today = date.today().replace(day=1)
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begin = (today + relativedelta(months=-5)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
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for section in self.browse(cr, uid, ids, context=context):
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dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
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rates = []
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for when in range(0, 5):
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domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
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if when:
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domain += [('date', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
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group_obj = obj.read_group(cr, uid, domain, ['price_total', 'section_id'], "section_id", context=context)
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rates.append(group_obj and group_obj[0]['price_total'] or 0)
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rates.reverse()
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res[section.id] = rates
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domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', begin)]
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group_obj = obj.read_group(cr, uid, domain, ['price_total', "date"], "date", context=context)
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group_list = [group['price_total'] for group in group_obj]
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nb_month = group_obj and relativedelta(today, datetime.strptime(group_obj[-1]['__domain'][0][2], '%Y-%m-%d')).months or 0
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res[section.id] = [0]*(5 - len(group_list) - nb_month) + group_list + [0]*nb_month
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return res
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_columns = {
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@ -217,9 +217,11 @@
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<field name="inherit_id" ref="crm.crm_case_section_view_form"/>
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<field name="arch" type="xml">
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<data>
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<field name="target_duration" position="before">
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<field name="target_invoice"/>
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</field>
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<xpath expr="//group" position="inside">
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<group>
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<field name="target_invoice"/>
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</group>
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</xpath>
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</data>
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</field>
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</record>
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@ -240,19 +242,19 @@
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</xpath>
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<xpath expr="//div[@class='oe_salesteams_leads']" position="after"><div class="oe_salesteams_orders">
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<a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
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<a name="%(sale.action_order_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="validate_saleorder_per_duration" widget="sparkline_bar">Revenue of confirmed sales orders per <t t-esc="record.target_duration_txt.value"/>).<br/>Click the acces to Sales Analysis</field></a>
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<a name="%(sale.action_order_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="validate_saleorder_per_duration" widget="sparkline_bar">Revenue of confirmed sales orders per month.<br/>Click the acces to Sales Analysis</field></a>
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</div></xpath>
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<xpath expr="//div[@class='oe_salesteams_opportunities']" position="after"><div class="oe_salesteams_invoices">
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<a name="%(action_invoice_salesteams)d" type="action" groups="account.group_account_invoice">Invoices</a>
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<a name="%(account.action_account_invoice_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="sent_invoice_per_duration" widget="sparkline_bar">Revenue of sent invoices per <t t-esc="record.target_duration_txt.value"/>.<br/>Click to see a detailed analysis of invoices.</field></a>
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<a name="%(account.action_account_invoice_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="sent_invoice_per_duration" widget="sparkline_bar">Revenue of sent invoices per month.<br/>Click to see a detailed analysis of invoices.</field></a>
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</div><div class="oe_salesteams_quotations">
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<a name="%(action_quotations_salesteams)d" type="action" class="oe_sparkline_bar_link">Quotations</a>
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<a name="%(sale.action_order_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="created_quotation_per_duration" widget="sparkline_bar">Revenue of created quotation per <t t-esc="record.target_duration_txt.value"/>.<br/>Click to see a detailed analysis of sales.</field></a>
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<a name="%(sale.action_order_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="created_quotation_per_duration" widget="sparkline_bar">Revenue of created quotation per month.<br/>Click to see a detailed analysis of sales.</field></a>
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</div></xpath>
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<xpath expr="//div[@class='oe_items_list']" position="after">
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<div class="oe_center" t-if="record.target_invoice.raw_value">
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<field name="sent_invoice_per_duration" widget="gage" style="width:160px; height: 120px;" options="{'max_field': 'target_invoice', 'label_field': 'target_duration_txt'}">Invoiced</field>
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<field name="forecast" widget="gage" style="width:160px; height: 120px;" options="{'max_field': 'target_invoice', 'label_field': 'target_duration_txt', 'action_change': 'action_forecast'}">Forecast</field>
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<field name="sent_invoice_per_duration" widget="gage" style="width:160px; height: 120px;" options="{'max_field': 'target_invoice'}">Invoiced</field>
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<field name="forecast" widget="gage" style="width:160px; height: 120px;" options="{'max_field': 'target_invoice', 'action_change': 'action_forecast'}">Forecast</field>
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</div>
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<div class="oe_center" style="color:#bbbbbb;" t-if="!record.target_invoice.raw_value">
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<br/>Define an invoicing target in the sales team settings to see the period's achievement and forecast at a glance.
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