# -*- coding: utf-8 -*- import calendar from datetime import date from dateutil import relativedelta import json from openerp import tools from openerp.osv import fields, osv class crm_case_section(osv.Model): _inherit = 'crm.case.section' _inherits = {'mail.alias': 'alias_id'} def _get_opportunities_data(self, cr, uid, ids, field_name, arg, context=None): """ Get opportunities-related data for salesteam kanban view monthly_open_leads: number of open lead during the last months monthly_planned_revenue: planned revenu of opportunities during the last months """ obj = self.pool.get('crm.lead') res = dict.fromkeys(ids, False) month_begin = date.today().replace(day=1) date_begin = month_begin - relativedelta.relativedelta(months=self._period_number - 1) date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]) lead_pre_domain = [('create_date', '>=', date_begin.strftime(tools.DEFAULT_SERVER_DATE_FORMAT)), ('create_date', '<=', date_end.strftime(tools.DEFAULT_SERVER_DATE_FORMAT)), ('type', '=', 'lead')] opp_pre_domain = [('date_deadline', '>=', date_begin.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)), ('date_deadline', '<=', date_end.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)), ('type', '=', 'opportunity')] for id in ids: res[id] = dict() lead_domain = lead_pre_domain + [('section_id', '=', id)] opp_domain = opp_pre_domain + [('section_id', '=', id)] 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)) 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)) return res _columns = { 'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"), 'stage_ids': fields.many2many('crm.case.stage', 'section_stage_rel', 'section_id', 'stage_id', 'Stages'), 'use_leads': fields.boolean('Leads', 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."), 'use_opportunities': fields.boolean('Opportunities', help="Check this box to manage opportunities in this sales team."), 'monthly_open_leads': fields.function(_get_opportunities_data, type="char", readonly=True, multi='_get_opportunities_data', string='Open Leads per Month'), 'monthly_planned_revenue': fields.function(_get_opportunities_data, type="char", readonly=True, multi='_get_opportunities_data', string='Planned Revenue per Month'), '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."), } def _auto_init(self, cr, context=None): """Installation hook to create aliases for all lead and avoid constraint errors.""" return self.pool.get('mail.alias').migrate_to_alias(cr, self._name, self._table, super(crm_case_section, self)._auto_init, 'crm.lead', self._columns['alias_id'], 'name', alias_prefix='Lead+', alias_defaults={}, context=context) def _get_stage_common(self, cr, uid, context): ids = self.pool.get('crm.case.stage').search(cr, uid, [('case_default', '=', 1)], context=context) return ids _defaults = { 'stage_ids': _get_stage_common, 'use_leads': True, 'use_opportunities': True, } def create(self, cr, uid, vals, context=None): if context is None: context = {} create_context = dict(context, alias_model_name='crm.lead', alias_parent_model_name=self._name) section_id = super(crm_case_section, self).create(cr, uid, vals, context=create_context) section = self.browse(cr, uid, section_id, context=context) self.pool.get('mail.alias').write(cr, uid, [section.alias_id.id], {'alias_parent_thread_id': section_id, 'alias_defaults': {'section_id': section_id, 'type': 'lead'}}, context=context) return section_id def unlink(self, cr, uid, ids, context=None): # Cascade-delete mail aliases as well, as they should not exist without the sales team. mail_alias = self.pool.get('mail.alias') alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id] res = super(crm_case_section, self).unlink(cr, uid, ids, context=context) mail_alias.unlink(cr, uid, alias_ids, context=context) return res