# -*- coding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-2010 Tiny SPRL (). # # This program is free software: you can redistribute it and/or modify # it under the terms of the GNU Affero General Public License as # published by the Free Software Foundation, either version 3 of the # License, or (at your option) any later version. # # This program is distributed in the hope that it will be useful, # but WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU Affero General Public License for more details. # # You should have received a copy of the GNU Affero General Public License # along with this program. If not, see . # ############################################################################## import calendar from datetime import date from dateutil import relativedelta from openerp import tools from openerp.osv import osv, fields class res_users(osv.Model): _inherit = 'res.users' _columns = { 'default_section_id': fields.many2one('crm.case.section', 'Default Sales Team'), } def __init__(self, pool, cr): init_res = super(res_users, self).__init__(pool, cr) # duplicate list to avoid modifying the original reference self.SELF_WRITEABLE_FIELDS = list(self.SELF_WRITEABLE_FIELDS) self.SELF_WRITEABLE_FIELDS.extend(['default_section_id']) return init_res class sale_order(osv.osv): _inherit = 'sale.order' _columns = { 'section_id': fields.many2one('crm.case.section', 'Sales Team'), 'categ_ids': fields.many2many('crm.case.categ', 'sale_order_category_rel', 'order_id', 'category_id', 'Categories', \ domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]", context="{'object_name': 'crm.lead'}") } def _get_default_section_id(self, cr, uid, context=None): """ Gives default section by checking if present in the context """ section_id = self.pool.get('crm.lead')._resolve_section_id_from_context(cr, uid, context=context) or False if not section_id: section_id = self.pool.get('res.users').browse(cr, uid, uid, context).default_section_id.id or False return section_id _defaults = { 'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c), } def _prepare_invoice(self, cr, uid, order, lines, context=None): invoice_vals = super(sale_order, self)._prepare_invoice(cr, uid, order, lines, context=context) if order.section_id and order.section_id.id: invoice_vals['section_id'] = order.section_id.id return invoice_vals class crm_case_section(osv.osv): _inherit = 'crm.case.section' def _get_sale_orders_data(self, cr, uid, ids, field_name, arg, context=None): obj = self.pool.get('sale.order') res = dict.fromkeys(ids, False) month_begin = date.today().replace(day=1) date_begin = (month_begin - relativedelta.relativedelta(months=self._period_number - 1)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT) date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]).strftime(tools.DEFAULT_SERVER_DATE_FORMAT) for id in ids: res[id] = dict() created_domain = [('section_id', '=', id), ('state', '=', ['draft']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)] res[id]['monthly_quoted'] = self.__get_bar_values(cr, uid, obj, created_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context) validated_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'sent', 'cancel']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)] res[id]['monthly_confirmed'] = self.__get_bar_values(cr, uid, obj, validated_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context) return res def _get_invoices_data(self, cr, uid, ids, field_name, arg, context=None): obj = self.pool.get('account.invoice.report') res = dict.fromkeys(ids, False) month_begin = date.today().replace(day=1) date_begin = (month_begin - relativedelta.relativedelta(months=self._period_number - 1)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT) date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]).strftime(tools.DEFAULT_SERVER_DATE_FORMAT) for id in ids: created_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', date_begin), ('date', '<=', date_end)] res[id] = self.__get_bar_values(cr, uid, obj, created_domain, ['price_total', 'date'], 'price_total', 'date', context=context) return res _columns = { 'invoiced_forecast': fields.integer(string='Invoice Forecast', help="Forecast of the invoice revenue for the current month. This is the amount the sales \n" "team should invoice this month. It is used to compute the progression ratio \n" " of the current and forecast revenue on the kanban view."), 'invoiced_target': fields.integer(string='Invoice Target', help="Target of invoice revenue for the current month. This is the amount the sales \n" "team estimates to be able to invoice this month."), 'monthly_quoted': fields.function(_get_sale_orders_data, type='string', readonly=True, multi='_get_sale_orders_data', string='Rate of created quotation per duration'), 'monthly_confirmed': fields.function(_get_sale_orders_data, type='string', readonly=True, multi='_get_sale_orders_data', string='Rate of validate sales orders per duration'), 'monthly_invoiced': fields.function(_get_invoices_data, type='string', readonly=True, string='Rate of sent invoices per duration'), } def action_forecast(self, cr, uid, id, value, context=None): return self.write(cr, uid, [id], {'invoiced_forecast': round(float(value))}, context=context) class sale_crm_lead(osv.Model): _inherit = 'crm.lead' def on_change_user(self, cr, uid, ids, user_id, context=None): """ Override of on change user_id on lead/opportunity; when having sale the new logic is : - use user.default_section_id - or fallback on previous behavior """ if user_id: user = self.pool.get('res.users').browse(cr, uid, user_id, context=context) if user.default_section_id and user.default_section_id.id: return {'value': {'section_id': user.default_section_id.id}} return super(sale_crm_lead, self).on_change_user(cr, uid, ids, user_id, context=context) class account_invoice(osv.osv): _inherit = 'account.invoice' _columns = { 'section_id': fields.many2one('crm.case.section', 'Sales Team'), } _defaults = { 'section_id': lambda self, cr, uid, c=None: self.pool.get('res.users').browse(cr, uid, uid, c).default_section_id.id or False, } # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: