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