trytonpsk-crm/opportunity.py

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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
"Sales extension for managing leads and opportunities"
from datetime import datetime, date
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from sql import Literal
from sql.aggregate import Max, Count, Sum
from sql.conditionals import Case, Coalesce
from sql.functions import Extract
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from decimal import Decimal
from trytond.i18n import gettext
from trytond.model import ModelView, ModelSQL, Workflow, fields, \
sequence_ordered
from trytond.model.exceptions import AccessError
from trytond.pyson import Eval, In, If, Get, Bool
from trytond.transaction import Transaction
from trytond.pool import Pool
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from trytond.modules.company import CompanyReport
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from trytond.exceptions import UserError
from trytond.ir.attachment import AttachmentCopyMixin
from trytond.ir.note import NoteCopyMixin
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from trytond.modules.account.tax import TaxableMixin
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class LeadOrigin(ModelSQL, ModelView):
'CRM Lead Origin'
__name__ = 'crm.lead_origin'
name = fields.Char("Lead Origin")
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class Prospect(ModelSQL, ModelView):
'CRM Prospect'
__name__ = 'crm.prospect'
name = fields.Char("Name", required=True)
phone = fields.Char('Contact Phone')
email = fields.Char('Email')
agent = fields.Many2One('commission.agent', 'Agent')
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# class Person(ModelSQL, ModelView):
# 'Person'
# __name__ = 'crm.person'
# opportunity = fields.Many2One('crm.opportunity', 'Opportunity',
# required=True, readonly=True)
# name = fields.Char("Name", required=True)
# phone = fields.Char('Contact Phone')
# email = fields.Char('Email')
# id_number = fields.Char('Id Number')
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class Opportunity(
Workflow, ModelSQL, ModelView,
AttachmentCopyMixin, NoteCopyMixin):
'CRM Opportunity'
__name__ = "crm.opportunity"
_history = True
_rec_name = 'number'
_states_opp = {
'readonly': Eval('state').in_(['converted', 'won', 'cancelled', 'lost'])
}
_states_start = {
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'readonly': ~Eval('state').in_(['opportunity', 'converted', 'won', 'lost'])
}
_depends_start = ['state']
_states_stop = {
'readonly': Eval('state').in_(
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['cancelled']),
}
_depends_stop = ['state']
number = fields.Char('Number', readonly=True, required=True)
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prospect = fields.Many2One('crm.prospect', 'Prospect', required=True,
states=_states_opp)
party_contact = fields.Char('Party Contact', readonly=True)
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contact_phone = fields.Char('Contact Phone', states=_states_opp)
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contact_email = fields.Char('Email')
reference = fields.Char('Reference', states=_states_opp)
party = fields.Many2One(
'party.party', "Party",
states={
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'readonly': Eval('state').in_(['cancelled', 'converted', 'won', 'lost']),
},
context={
'company': Eval('company', -1),
},
depends=['state', 'company'])
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party_category = fields.Many2One('party.category', 'Party Category')
contact = fields.Many2One(
'party.contact_mechanism', "Contact",
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domain=[('party', '=', Eval('party'))],
context={
'company': Eval('company', -1),
},
search_context={
'related_party': Eval('party'),
},
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states={
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'readonly': Eval('state').in_(['won', 'lost']),
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# 'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']),
},
depends=['party', 'company'])
address = fields.Many2One('party.address', 'Address',
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domain=[('party', '=', Eval('party'))], depends=['party', 'state'],
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states={
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'readonly': Eval('state').in_(['won', 'lost']),
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# 'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']),
})
company = fields.Many2One('company.company', 'Company', required=True,
states={
'readonly': _states_stop['readonly'] | Eval('party', True),
},
domain=[
('id', If(In('company', Eval('context', {})), '=', '!='),
Get(Eval('context', {}), 'company', 0)),
],
depends=_depends_stop)
currency = fields.Function(fields.Many2One('currency.currency',
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'Currency'), 'get_currency')
currency_digits = fields.Function(fields.Integer('Currency Digits'),
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'get_currency_digits')
amount = fields.Numeric('Amount', digits=(16, Eval('currency_digits', 2)),
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states={
'readonly': ~Eval('state').in_(['opportunity', 'converted', 'won', 'lost']),
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# 'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']),
}, depends=_depends_stop +
['currency_digits'],
help='Estimated revenue amount.')
payment_term = fields.Many2One('account.invoice.payment_term',
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'Payment Term')
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agent = fields.Many2One('commission.agent', 'Agent',
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states={
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'readonly': Eval('state').in_(['won', 'lost'])
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},
depends=['state', 'company'],
domain=[('company', '=', Eval('company'))])
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start_date = fields.Date('Start Date', required=True,
states=_states_start, depends=_depends_start)
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end_date = fields.Date('End Date', states=_states_stop,
depends=_depends_stop)
description = fields.Char('Description',
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states={
'readonly': Eval('state').in_(['won', 'lost']),
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'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']),
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})
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comment = fields.Text('Comment', states=_states_stop, depends=_depends_stop)
lines = fields.One2Many('crm.opportunity.line', 'opportunity', 'Lines',
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states={
'readonly': Eval('state').in_(['won', 'lost']),
# 'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']),
})
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activities = fields.One2Many('crm.activity', 'opportunity', 'Activities',
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states={
'readonly': Eval('state').in_(['won', 'lost']),
})
conversion_probability = fields.Float('Conversion Probability',
digits=(1, 4), required=True,
domain=[
('conversion_probability', '>=', 0),
('conversion_probability', '<=', 1),
],
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states={
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'readonly': Eval('state').in_(['won', 'lost'])
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},
depends=['state'], help="Percentage between 0 and 100.")
lost_reason = fields.Text('Reason for loss', states={
'invisible': Eval('state') != 'lost',
}, depends=['state'])
sales = fields.One2Many('sale.sale', 'origin', 'Sales')
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city = fields.Many2One('party.city_code', 'City')
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# Must to add from sale_contract
# contracts = fields.One2Many('sale.contract', 'origin', 'Contracts')
state = fields.Selection([
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('lead', 'Lead'),
('opportunity', 'Opportunity'),
('converted', 'Converted'),
('won', 'Won'),
('cancelled', 'Cancelled'),
('lost', 'Lost'),
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], "State", required=True, readonly=True)
type = fields.Selection([
('sale', 'Sale'),
('contract', 'Contract'),
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], "Type", required=True,
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states={
'readonly': Eval('state').in_(['won', 'lost'])
})
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lead_origin = fields.Many2One('crm.lead_origin', 'Lead Origin')
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total_amount = fields.Function(
fields.Numeric('Amount Total', digits=(16, 2)), 'get_total_amount')
# total_without_tax = fields.Function(fields.Numeric('Total', digits=(16, 2)),
# 'get_total_without_tax_opportunity')
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conditions = fields.Many2Many('crm.opportunity-sale.condition',
'opportunity', 'condition', 'Commercial Conditions')
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cancelled_reason = fields.Many2One(
'crm.opportunity_cancelled_reason', 'Cancelled Reason Concept',
states={
'invisible': ~Eval('state').in_(['won'])
}, depends=['state'])
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# persons = fields.One2Many('crm.person', 'opportunity', 'Persons',
# states={
# 'readonly': Eval('state').in_(['won', 'lost']),
# })
@classmethod
def __setup__(cls):
super(Opportunity, cls).__setup__()
cls._order.insert(0, ('start_date', 'DESC'))
cls._transitions |= set((
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('lead', 'opportunity'),
('opportunity', 'converted'),
('opportunity', 'cancelled'),
('cancelled', 'opportunity'),
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('cancelled', 'converted'),
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('converted', 'cancelled'),
('converted', 'opportunity'),
('converted', 'won'),
('converted', 'lost'),
('won', 'converted'),
('lost', 'converted'),
))
cls._buttons.update({
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'opportunity': {
'invisible': Eval('state').in_(
['won', 'lost', 'opportunity','cancelled']),
},
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'converted': {
'invisible': Eval('state').in_(['lead', 'convert', 'cancelled']),
},
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'won': {
'invisible': ~Eval('state').in_(['converted']),
},
'lost': {
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'invisible': ~Eval('state').in_(['converted']),
},
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'cancelled': {
'invisible': Eval('state').in_(['lead', 'won', 'lost', 'cancelled']),
},
})
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# @fields.depends('party')
# def get_is_prospect(self, name=None):
# res = True
# if self.party:
# Invoice = Pool().get('account.invoice')
# invoices = Invoice.search([
# ('party','=',self.party.id),
# ('type','=','out'),
# ('state','!=','draft')
# ])
# if len(invoices) > 0:
# res = False
# return res
# def get_is_approved(self, name=None):
# res = True
# if self.party_validations:
# for validation in self.party_validations:
# if (validation.response !='approved'):
# res = False
# return res
@staticmethod
def default_state():
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return 'lead'
@staticmethod
def default_start_date():
Date = Pool().get('ir.date')
return Date.today()
@staticmethod
def default_conversion_probability():
return 0.5
@staticmethod
def default_company():
return Transaction().context.get('company')
@classmethod
def default_payment_term(cls):
PaymentTerm = Pool().get('account.invoice.payment_term')
payment_terms = PaymentTerm.search(cls.payment_term.domain)
if len(payment_terms) == 1:
return payment_terms[0].id
@classmethod
def view_attributes(cls):
return super().view_attributes() + [
('/tree', 'visual', If(Eval('state') == 'cancelled', 'muted', '')),
]
@classmethod
def get_resources_to_copy(cls, name):
return {
'sale.sale',
}
@classmethod
def create(cls, vlist):
pool = Pool()
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history = []
Config = pool.get('crm.configuration')
config = Config().get_configuration()
vlist = [x.copy() for x in vlist]
default_company = cls.default_company()
for vals in vlist:
if vals.get('number') is None and config:
vals['number'] = config.opportunity_sequence.get()
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opportunity = super(Opportunity, cls).create(vlist)
# print(opportunity,'oportunidad')
# value = {
# 'opportunity':opportunity[id],
# 'validated_by':Transaction().user,
# 'create_date':date.today(),
# 'action':'Creación de la oportunidad'
# }
# history.append(value)
# history = traceability.create(history)
return opportunity
@classmethod
def copy(cls, opportunities, default=None):
if default is None:
default = {}
else:
default = default.copy()
default.setdefault('number', None)
default.setdefault('sales', None)
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default.setdefault('contracts', None)
default.setdefault('converted_by')
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return super(Opportunity, cls).copy(opportunities, default=default)
def get_currency(self, name):
return self.company.currency.id
def get_currency_digits(self, name):
return self.company.currency.digits
@fields.depends('company')
def on_change_company(self):
if self.company:
self.currency = self.company.currency
self.currency_digits = self.company.currency.digits
@fields.depends('party')
def on_change_party(self):
if self.party and self.party.customer_payment_term:
self.payment_term = self.party.customer_payment_term
else:
self.payment_term = self.default_payment_term()
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def _get_contract_opportunity(self):
'''
Return contract for an opportunity
'''
# Contract = Pool().get('sale.contract')
# print(Contract)
Date = Pool().get('ir.date')
today = Date.today()
return {
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'description': self.description,
'party': self.party,
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# 'salesman':self.employee,
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'payment_term': self.payment_term,
'company': self.company,
'currency': self.company.currency,
'comment': self.comment,
'reference': self.reference,
'contract_date': today,
'origin': self,
'state': 'draft',
}
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def _get_sale_opportunity(self):
'''
Return sale for an opportunity
'''
Sale = Pool().get('sale.sale')
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Date = Pool().get('ir.date')
today = Date.today()
return Sale(
description=self.description,
party=self.party,
contact=self.contact,
payment_term=self.payment_term,
company=self.company,
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# salesman=self.employee,
invoice_address=self.address,
shipment_address=self.address,
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reference=self.reference,
start_contract=today,
currency=self.company.currency,
comment=self.comment,
sale_date=None,
origin=self,
warehouse=Sale.default_warehouse(),
)
def create_sale(self):
'''
Create a sale for the opportunity and return the sale
'''
sale = self._get_sale_opportunity()
sale_lines = []
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if self.lines:
for line in self.lines:
sale_lines.append(line.get_sale_line(sale))
sale.lines = sale_lines
return sale
else:
raise UserError("No hay lineas de producto")
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def create_contract(self):
contract = self._get_contract_opportunity()
# Contract = Pool().get('sale.contract')
# contract = opportunity.create_contract()
# Contract.save([contract])
contract_lines = []
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if self.lines:
for line in self.lines:
contract_lines.append(line.get_contract_line())
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contract['product_lines'] = [('create', contract_lines)]
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return contract
else:
raise UserError("No hay lineas de producto")
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@classmethod
def delete(cls, opportunities):
# Cancel before delete
cls.cancel(opportunities)
for opportunity in opportunities:
if opportunity.state != 'cancelled':
raise AccessError(
gettext('crm.msg_opportunity_delete_cancel',
opportunity=opportunity.rec_name))
super(Opportunity, cls).delete(opportunities)
@classmethod
@ModelView.button
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@Workflow.transition('opportunity')
def opportunity(cls, records):
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pass
@classmethod
@ModelView.button
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@Workflow.transition('converted')
def converted(cls, records):
cls.procces_opportunity(records)
@classmethod
@ModelView.button
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@Workflow.transition('won')
def won(cls, records):
pass
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@classmethod
@ModelView.button
@Workflow.transition('quote_approbation')
def quote_approbation(cls, records):
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pass
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# @classmethod
# @ModelView.button
# @Workflow.transition('quotation')
# @set_employee('converted_by')
# def quotation(cls, records):
# # Analyze if party validation is true in all lines
# cls.get_party_validation(records)
# # cls.procces_opportunity(records)
# history = []
# for record in records:
# value = {
# 'opportunity':record.id,
# 'create_date':date.today(),
# 'action':'Cambio de estado a Cotización'
# }
# history.append(value)
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@classmethod
def send_email(cls, opportunity_id, name='opportunity_email'):
pool = Pool()
config = pool.get('crm.configuration')(1)
oppo = cls(opportunity_id)
Template = pool.get('email.template')
# Activity = pool.get('email.activity')
email = oppo.contact_email
if oppo.party and oppo.party.email:
email = oppo.party.email
if not email:
print("Correo no enviado no encontre un correo valido...!")
return
template = getattr(config, name)
if not template:
return
template.subject = f'{template.subject} No. {oppo.number}'
if email:
Template.send(template, oppo, email, attach=True)
# Activity.create([{
# 'template': template.id,
# 'origin': str(oppo),
# 'status': 'sended',
# }])
else:
raise UserError(gettext('hotel.msg_missing_party_email'))
@property
def is_forecast(self):
pool = Pool()
Date = pool.get('ir.date')
today = Date.today()
return self.end_date or datetime.date.max > today
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# @classmethod
# def get_party_validation(cls, records):
# for opportunity in records:
# if opportunity.is_approved:
# Warning = Pool().get('res.user.warning')
# # warning_name = Warning.format('mywarning', [self])
# warning_name = 'quotation'
# if Warning.check(warning_name ):
# raise ChangeStateWarning(warning_name, gettext('crm.msg_change_state_to_quotation'))
# else:
# raise IncompletePartyValidation(gettext('crm.title_msg_incomplete_party_validation'),
# gettext('crm.msg_incomplete_party_validation'))
# # raise UserError("No es posible pasar al estado de Cotización", "Todos los conceptos del anállisis del tercero no estan validados.")
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@classmethod
def procces_opportunity(cls, records):
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pool = Pool()
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for opportunity in records:
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if opportunity.type == 'contract':
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Contract = pool.get('sale.contract')
contract = opportunity.create_contract()
Contract.create([contract])
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else:
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Sale = pool.get('sale.sale')
sales = [o.create_sale() for o in records if not o.sales]
Sale.save(sales)
for sale in sales:
sale.origin.copy_resources_to(sale)
# Sale = Pool().get('sale.sale')
# sale = opportunity.create_sale()
# Sale.save(sale)
@classmethod
@ModelView.button
@Workflow.transition('lost')
def lost(cls, records):
Date = Pool().get('ir.date')
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cls.write([o for o in records], {
'end_date': Date.today(),
'state': 'lost',
})
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history = []
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for record in records:
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value = {
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'opportunity': record.id,
'validated_by': Transaction().user,
'create_date': date.today(),
'action': 'Cambio de estado a Perdido'
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}
history.append(value)
@classmethod
@ModelView.button
@Workflow.transition('cancelled')
def cancelled(cls, records):
Date = Pool().get('ir.date')
cls.write([o for o in records if o.cancelled_reason], {
'end_date': Date.today(),
})
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history = []
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for record in records:
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value = {
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'opportunity': record.id,
'validated_by': Transaction().user,
'create_date': date.today(),
'action': 'Cambio de estado a Anulado'
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}
history.append(value)
@staticmethod
def _sale_won_states():
return ['confirmed', 'processing', 'done']
@staticmethod
def _sale_lost_states():
return ['cancelled']
def is_won(self):
sale_won_states = self._sale_won_states()
sale_lost_states = self._sale_lost_states()
end_states = sale_won_states + sale_lost_states
return (self.sales
and all(s.state in end_states for s in self.sales)
and any(s.state in sale_won_states for s in self.sales))
def is_lost(self):
sale_lost_states = self._sale_lost_states()
return (self.sales
and all(s.state in sale_lost_states for s in self.sales))
@property
def sale_amount(self):
pool = Pool()
Currency = pool.get('currency.currency')
if not self.sales:
return
sale_lost_states = self._sale_lost_states()
amount = 0
for sale in self.sales:
if sale.state not in sale_lost_states:
amount += Currency.compute(sale.currency, sale.untaxed_amount,
self.currency)
return amount
@classmethod
def process(cls, opportunities):
won = []
lost = []
converted = []
for opportunity in opportunities:
sale_amount = opportunity.sale_amount
if opportunity.amount != sale_amount:
opportunity.amount = sale_amount
if opportunity.is_won():
won.append(opportunity)
elif opportunity.is_lost():
lost.append(opportunity)
elif (opportunity.state != 'converted'
and opportunity.sales):
converted.append(opportunity)
cls.save(opportunities)
if won:
cls.won(won)
if lost:
cls.lost(lost)
if converted:
cls.convert(converted)
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def get_total_amount(self, name):
return sum(line.amount for line in self.lines)
# @fields.depends('lines')
# def get_total_without_tax_opportunity(self, name):
# self.total = 0
# for line in self.lines:
# self.total += line.total_line
# return self.total
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# class OpportunityKind(ModelSQL, ModelView):
# ''' Opportunity Kind Concept '''
# 'Opportunity Kind Concept'
# __name__ = 'crm.opportunity_kind_concept'
# name = fields.Char('Concept Name', required=True)
class OpportunityCancellReason(ModelSQL, ModelView):
''' Opportunity Cancell Reason '''
'Opportunity Cancelled Reason'
__name__ = 'crm.opportunity_cancelled_reason'
name = fields.Char('Reason', required=True)
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# class OpportunityKind(ModelSQL, ModelView):
# ''' Opportunity Kind'''
# __name__ = 'crm.opportunity.kind'
# concept = fields.Many2One('crm.opportunity_kind_concept', 'Concept Opportunity Kind', required=True )
# opportunity = fields.Many2One('crm.opportunity', 'Opportunity')
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# class CrmOpportunityFollowUp(sequence_ordered(), ModelSQL, ModelView):
# 'CRM Opportunity FollowUp'
# __name__ = "crm.opportunity.follow_up"
# opportunity = fields.Many2One('crm.opportunity', 'Opportunity',
# required=True)
# follow_date = fields.Date('Follow Date')
# action = fields.Char('Action')
# notes = fields.Text('Notes')
# done_by = fields.Many2One('res.user', 'Done By')
# state = fields.Selection([
# ('draft', "Draft"),
# ('done', "Done"),
# ], "State", required=False, readonly=True)
#
# @staticmethod
# def default_state():
# return 'draft'
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class CrmOpportunityLine(sequence_ordered(), ModelSQL, ModelView):
'CRM Opportunity Line'
__name__ = "crm.opportunity.line"
_history = True
_states = {
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'readonly': Eval('opportunity_state').in_([
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'won',
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'lost',
'cancelled']),
}
_depends = ['opportunity_state']
billing_frecuency = fields.Selection([
('one_payment', "One Payment"),
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('monthly', "Monthly"),
('bimonthly', "Bimonthly"),
('biannual', "Biannual"),
('annual', "Annual")], "Billing Frecuency",
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states={
'readonly': Eval('state').in_(['won', 'lost'])
})
opportunity = fields.Many2One('crm.opportunity', 'Opportunity',
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ondelete='CASCADE', required=True, depends=_depends,
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states={
'readonly': _states['readonly'] & Bool(Eval('opportunity')),
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})
opportunity_state = fields.Function(
fields.Selection('get_opportunity_states', "Opportunity State"),
'on_change_with_opportunity_state')
product = fields.Many2One('product.product', 'Product', required=True,
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domain=[('salable', '=', True)], states=_states, depends=_depends)
quantity = fields.Float('Quantity', required=True,
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digits=(16, Eval('unit_digits', 2)),
states=_states, depends=['unit_digits'] + _depends)
unit = fields.Many2One('product.uom', 'Unit', required=True,
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states=_states, depends=_depends)
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unit_digits = fields.Function(
fields.Integer('Unit Digits'), 'on_change_with_unit_digits')
taxes_amount = fields.Function(
fields.Numeric('Tax Line'), 'get_taxes_amount')
amount = fields.Function(
fields.Numeric('Amount', digits=(16, 2)), 'get_amount')
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description = fields.Text('Description')
unit_price = fields.Numeric('Unit Price', digits=(16, 2))
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start_invoice_date = fields.Date('Start Invoice Date')
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amount_taxed = fields.Function(
fields.Numeric('Amount Taxed', digits=(16, 2)), 'get_amount_taxed')
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payment_term = fields.Many2One(
'account.invoice.payment_term', 'Payment Term')
availability = fields.Char('Availability')
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del _states, _depends
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# @classmethod
# def __register__(cls, module_name):
# super().__register__(module_name)
# table_h = cls.__table_handler__(module_name)
# table_h.drop_column('total_line')
@staticmethod
def default_billing_frecuency():
return 'monthly'
@classmethod
def get_opportunity_states(cls):
pool = Pool()
Opportunity = pool.get('crm.opportunity')
return Opportunity.fields_get(['state'])['state']['selection']
@fields.depends('opportunity', '_parent_opportunity.state')
def on_change_with_opportunity_state(self, name=None):
if self.opportunity:
return self.opportunity.state
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def _get_taxes(self, product, unit_price, quantity, currency=None):
# Return tax amount for: product, unit_price, quantity
Tax = Pool().get('account.tax')
res = 0
_taxes = list(product.customer_taxes_used)
list_taxes = Tax.compute(_taxes, unit_price, quantity)
for tax in list_taxes:
taxline = TaxableMixin._compute_tax_line(**tax)
res += taxline['amount']
return res
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@fields.depends('product')
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def get_taxes_amount(self, name=None):
res = 0
if all(self.product, self.unit_price, self.quantity):
res = self._get_taxes(self.product, self.unit_price, self.quantity)
return res
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@fields.depends('product')
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def get_amount(self, name=None):
res = 0
if self.unit_price and self.quantity:
res = float(self.unit_price) * float(self.quantity)
res = self.opportunity.currency.round(Decimal(res))
return res
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@fields.depends('product')
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def get_amount_taxed(self, name=None):
res = 0
if self.amount:
res = float(self.amount) + self.tax
return res
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@fields.depends('unit')
def on_change_with_unit_digits(self, name=None):
if self.unit:
return self.unit.digits
return 2
@fields.depends('product')
def on_change_with_unit_price(self, name=None):
if self.product:
return self.product.list_price
@fields.depends('product', 'unit')
def on_change_product(self):
if not self.product:
return
category = self.product.sale_uom.category
if not self.unit or self.unit.category != category:
self.unit = self.product.sale_uom
self.unit_digits = self.product.sale_uom.digits
def get_sale_line(self, sale):
'''
Return sale line for opportunity line
'''
SaleLine = Pool().get('sale.line')
sale_line = SaleLine(
type='line',
product=self.product,
sale=sale,
description=None,
)
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# if self.opportunity.employee:
# sale_line.operation_center = self.opportunity.employee.operation_center
sale_line.on_change_product()
self._set_sale_line_quantity(sale_line)
sale_line.on_change_quantity()
return sale_line
def get_contract_line(self):
'''
Return contract line for opportunity line
'''
# ContractLine = Pool().get('sale.contract.product_line')
contract_line = {
'type': 'line',
# 'contract': contract,
'product': self.product,
'description': self.product.name,
'unit_price': self.unit_price,
# quantity = self.quantity,
}
# print(contract, "Contract in contract line")
# print(contract_line, "contract line")
return contract_line
def _set_sale_line_quantity(self, sale_line):
sale_line.quantity = self.quantity
sale_line.unit = self.unit
def get_rec_name(self, name):
pool = Pool()
Lang = pool.get('ir.lang')
lang = Lang.get()
return (lang.format(
'%.*f', (self.unit.digits, self.quantity or 0))
+ '%s %s @ %s' % (
self.unit.symbol, self.product.rec_name,
self.opportunity.rec_name))
@classmethod
def search_rec_name(cls, name, clause):
return [('product.rec_name',) + tuple(clause[1:])]
class SaleOpportunityReportMixin:
__slots__ = ()
number = fields.Integer('Number')
converted = fields.Integer('Converted')
conversion_rate = fields.Function(fields.Float('Conversion Rate',
digits=(1, 4)), 'get_conversion_rate')
won = fields.Integer('Won')
winning_rate = fields.Function(fields.Float('Winning Rate', digits=(1, 4)),
'get_winning_rate')
lost = fields.Integer('Lost')
company = fields.Many2One('company.company', 'Company')
currency = fields.Function(fields.Many2One('currency.currency',
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'Currency'), 'get_currency')
currency_digits = fields.Function(fields.Integer('Currency Digits'),
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'get_currency_digits')
amount = fields.Numeric('Amount', digits=(16, Eval('currency_digits', 2)),
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depends=['currency_digits'])
converted_amount = fields.Numeric('Converted Amount',
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digits=(16, Eval('currency_digits', 2)),
depends=['currency_digits'])
conversion_amount_rate = fields.Function(fields.Float(
'Conversion Amount Rate', digits=(1, 4)), 'get_conversion_amount_rate')
won_amount = fields.Numeric('Won Amount',
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digits=(16, Eval('currency_digits', 2)),
depends=['currency_digits'])
winning_amount_rate = fields.Function(fields.Float(
'Winning Amount Rate', digits=(1, 4)), 'get_winning_amount_rate')
@staticmethod
def _converted_state():
return ['converted', 'won']
@staticmethod
def _won_state():
return ['won']
@staticmethod
def _lost_state():
return ['lost']
def get_conversion_rate(self, name):
if self.number:
digits = getattr(self.__class__, name).digits[1]
return round(float(self.converted) / self.number, digits)
else:
return 0.0
def get_winning_rate(self, name):
if self.number:
digits = getattr(self.__class__, name).digits[1]
return round(float(self.won) / self.number, digits)
else:
return 0.0
def get_currency(self, name):
return self.company.currency.id
def get_currency_digits(self, name):
return self.company.currency.digits
def get_conversion_amount_rate(self, name):
if self.amount:
digits = getattr(self.__class__, name).digits[1]
return round(
float(self.converted_amount) / float(self.amount), digits)
else:
return 0.0
def get_winning_amount_rate(self, name):
if self.amount:
digits = getattr(self.__class__, name).digits[1]
return round(float(self.won_amount) / float(self.amount), digits)
else:
return 0.0
@classmethod
def table_query(cls):
Opportunity = Pool().get('crm.opportunity')
opportunity = Opportunity.__table__()
return opportunity.select(
Max(opportunity.create_uid).as_('create_uid'),
Max(opportunity.create_date).as_('create_date'),
Max(opportunity.write_uid).as_('write_uid'),
Max(opportunity.write_date).as_('write_date'),
opportunity.company,
Count(Literal(1)).as_('number'),
Sum(Case(
(opportunity.state.in_(cls._converted_state()),
Literal(1)), else_=Literal(0))).as_('converted'),
Sum(Case(
(opportunity.state.in_(cls._won_state()),
Literal(1)), else_=Literal(0))).as_('won'),
Sum(Case(
(opportunity.state.in_(cls._lost_state()),
Literal(1)), else_=Literal(0))).as_('lost'),
Sum(opportunity.amount).as_('amount'),
Sum(Case(
(opportunity.state.in_(cls._converted_state()),
opportunity.amount),
else_=Literal(0))).as_('converted_amount'),
Sum(Case(
(opportunity.state.in_(cls._won_state()),
opportunity.amount),
else_=Literal(0))).as_('won_amount'))
class SaleOpportunityEmployee(SaleOpportunityReportMixin, ModelSQL, ModelView):
'Sale Opportunity per Employee'
__name__ = 'crm.opportunity_employee'
employee = fields.Many2One('company.employee', 'Employee')
@classmethod
def table_query(cls):
query = super(SaleOpportunityEmployee, cls).table_query()
opportunity, = query.from_
query.columns += (
Coalesce(opportunity.employee, 0).as_('id'),
opportunity.employee,
)
where = Literal(True)
if Transaction().context.get('start_date'):
where &= (opportunity.start_date
>= Transaction().context['start_date'])
if Transaction().context.get('end_date'):
where &= (opportunity.start_date
<= Transaction().context['end_date'])
query.where = where
query.group_by = (opportunity.employee, opportunity.company)
return query
class SaleOpportunityEmployeeContext(ModelView):
'Sale Opportunity per Employee Context'
__name__ = 'crm.opportunity_employee.context'
start_date = fields.Date('Start Date')
end_date = fields.Date('End Date')
class SaleOpportunityMonthly(SaleOpportunityReportMixin, ModelSQL, ModelView):
'Sale Opportunity per Month'
__name__ = 'crm.opportunity_monthly'
year = fields.Char('Year')
month = fields.Many2One('ir.calendar.month', "Month")
year_month = fields.Function(fields.Char('Year-Month'),
'get_year_month')
@classmethod
def __setup__(cls):
super(SaleOpportunityMonthly, cls).__setup__()
cls._order.insert(0, ('year', 'DESC'))
cls._order.insert(1, ('month.index', 'DESC'))
def get_year_month(self, name):
return '%s-%s' % (self.year, self.month.index)
@classmethod
def table_query(cls):
pool = Pool()
Month = pool.get('ir.calendar.month')
month = Month.__table__()
query = super(SaleOpportunityMonthly, cls).table_query()
opportunity, = query.from_
type_id = cls.id.sql_type().base
type_year = cls.year.sql_type().base
year_column = Extract('YEAR', opportunity.start_date
).cast(type_year).as_('year')
month_index = Extract('MONTH', opportunity.start_date)
query.from_ = opportunity.join(
month, condition=month_index == month.index)
query.columns += (
Max(Extract('MONTH', opportunity.start_date)
+ Extract('YEAR', opportunity.start_date) * 100
).cast(type_id).as_('id'),
year_column,
month.id.as_('month'))
query.group_by = (year_column, month.id, opportunity.company)
return query
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class OpportunityReport(CompanyReport):
__name__ = 'crm.opportunity'
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class OpportunityOnlyReport(CompanyReport):
__name__ = 'crm.opportunity_only'
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class OpportunityWithoutTaxReport(CompanyReport):
__name__ = 'crm.opportunity_without_tax'
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class OpportunityLargeReport(CompanyReport):
__name__ = 'crm.opportunity_large_format'
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class SaleOpportunityEmployeeMonthly(
SaleOpportunityReportMixin, ModelSQL, ModelView):
'Sale Opportunity per Employee per Month'
__name__ = 'crm.opportunity_employee_monthly'
year = fields.Char('Year')
month = fields.Many2One('ir.calendar.month', "Month")
employee = fields.Many2One('company.employee', 'Employee')
@classmethod
def __setup__(cls):
super(SaleOpportunityEmployeeMonthly, cls).__setup__()
cls._order.insert(0, ('year', 'DESC'))
cls._order.insert(1, ('month.index', 'DESC'))
cls._order.insert(2, ('employee', 'ASC'))
@classmethod
def table_query(cls):
pool = Pool()
Month = pool.get('ir.calendar.month')
month = Month.__table__()
query = super(SaleOpportunityEmployeeMonthly, cls).table_query()
opportunity, = query.from_
type_id = cls.id.sql_type().base
type_year = cls.year.sql_type().base
year_column = Extract('YEAR', opportunity.start_date
).cast(type_year).as_('year')
month_index = Extract('MONTH', opportunity.start_date)
query.from_ = opportunity.join(
month, condition=month_index == month.index)
query.columns += (
Max(Extract('MONTH', opportunity.start_date)
+ Extract('YEAR', opportunity.start_date) * 100
+ Coalesce(opportunity.employee, 0) * 1000000
).cast(type_id).as_('id'),
year_column,
month.id.as_('month'),
opportunity.employee,
)
query.group_by = (year_column, month.id,
opportunity.employee, opportunity.company)
return query
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class OpportunitySaleConditions(ModelSQL, ModelView):
"Opportunity Sale Contitions"
__name__ = 'crm.opportunity-sale.condition'
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opportunity = fields.Many2One('crm.opportunity', 'Opportunity',
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ondelete='CASCADE')
condition = fields.Many2One('sale.condition', 'Condition',
ondelete='RESTRICT')