# 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 from sql import Literal from sql.aggregate import Max, Count, Sum from sql.conditionals import Case, Coalesce from sql.functions import Extract 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 from trytond.modules.company import CompanyReport from trytond.exceptions import UserError from trytond.ir.attachment import AttachmentCopyMixin from trytond.ir.note import NoteCopyMixin # from .exceptions import IncompletePartyValidation, ChangeStateWarning # from trytond.modules.company.model import employee_field, set_employee class LeadOrigin(ModelSQL, ModelView): 'CRM Lead Origin' __name__ = 'crm.lead_origin' name = fields.Char("Lead Origin") class Opportunity( Workflow, ModelSQL, ModelView, AttachmentCopyMixin, NoteCopyMixin): 'CRM Opportunity' __name__ = "crm.opportunity" _history = True _rec_name = 'number' # _states_start = { # 'readonly': ~Eval('state').in_(['prospecting', 'quote_revision', 'review']) # } _states_start = { 'readonly': ~Eval('state').in_(['opportunity', 'converted', 'won', 'lost']) } _depends_start = ['state'] _states_stop = { 'readonly': Eval('state').in_( ['cancelled']), } # 'quote_revision', 'accepted', 'quote_approbation', 'customer_approbation', 'lost', _depends_stop = ['state'] number = fields.Char('Number', readonly=True, required=True, select=True) reference = fields.Char('Reference', select=True, states={ 'readonly': Eval('state').in_(['converted', 'won', 'cancelled', 'lost']) }) party = fields.Many2One( 'party.party', "Party", select=True, states={ 'readonly': Eval('state').in_(['cancelled', 'converted', 'won', 'lost']), }, context={ 'company': Eval('company', -1), }, depends=['state', 'company'], required=True) contact = fields.Many2One( 'party.contact_mechanism', "Contact", domain=[('party', '=', Eval('party'))], context={ 'company': Eval('company', -1), }, search_context={ 'related_party': Eval('party'), }, states={ 'readonly': Eval('state').in_(['won', 'lost']), # 'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']), }, depends=['party', 'company']) address = fields.Many2One('party.address', 'Address', domain=[('party', '=', Eval('party'))], select=True, depends=['party', 'state'], states={ 'readonly': Eval('state').in_(['won', 'lost']), # 'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']), }) company = fields.Many2One('company.company', 'Company', required=True, select=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', 'Currency'), 'get_currency') currency_digits = fields.Function(fields.Integer('Currency Digits'), 'get_currency_digits') amount = fields.Numeric('Amount', digits=(16, Eval('currency_digits', 2)), states={ 'readonly': ~Eval('state').in_(['won', 'lost']), # 'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']), }, depends=_depends_stop + ['currency_digits'], help='Estimated revenue amount.') payment_term = fields.Many2One('account.invoice.payment_term', 'Payment Term') agent = fields.Many2One('commission.agent', 'Agent', states={ 'readonly': Eval('state').in_(['won', 'lost']) }, depends=['state', 'company'], domain=[('company', '=', Eval('company'))]) start_date = fields.Date('Start Date', required=True, select=True, states=_states_start, depends=_depends_start) end_date = fields.Date('End Date', select=True, states=_states_stop, depends=_depends_stop) description = fields.Char('Description', states={ 'readonly': Eval('state').in_(['won', 'lost']), 'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']), }) comment = fields.Text('Comment', states=_states_stop, depends=_depends_stop) lines = fields.One2Many('crm.opportunity.line', 'opportunity', 'Lines', states={ 'readonly': Eval('state').in_(['won', 'lost']), # 'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']), }) follow_ups = fields.One2Many('crm.opportunity.follow_up', 'opportunity', 'Follow-Ups', states={ 'readonly': Eval('state').in_(['won', 'lost']), # 'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']), }) conversion_probability = fields.Float('Conversion Probability', digits=(1, 4), required=True, domain=[ ('conversion_probability', '>=', 0), ('conversion_probability', '<=', 1), ], states={ 'readonly': Eval('state').in_(['won', 'lost']) }, 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') contracts = fields.One2Many('sale.contract', 'origin', 'Contracts') # converted_by = employee_field( # "Converted By", states=['converted', 'won', 'lost']) # state = fields.Selection([ # ('prospecting', "Prospecting"), # ('analysis', "Analysis"), # ('quotation', "Quotation"), # ('quote_approbation', "Quote Approbation"), # ('quote_revision', "Quote Revision"), # ('review', "Review"), # ('customer_approbation', "Customer Approbation"), # ('accepted', "Accepted"), # ('cancelled', "Cancelled"), # ('lost', "Lost"), # ], "State", required=True, select=True, # sort=False, readonly=True) state = fields.Selection([ ('lead', 'Lead'), ('opportunity', 'Opportunity'), ('converted', 'Converted'), ('won', 'Won'), ('cancelled', 'Cancelled'), ('lost', 'Lost'), ], "State", required=True, select=True, sort=False, readonly=True) type = fields.Selection([ ('sale', 'Sale'), ('contract', 'Contract'), ], "Type", required=True, select=True, states={ 'readonly': Eval('state').in_(['won', 'lost']) }) source = fields.Selection([ ('website', 'Website'), ('phone', 'Phone'), ('email', 'Email'), ('whatsapp', 'WhatsApp'), ('salesman', 'Salesman'), ('referred', 'Referred'), ], "Source", required=True, select=True, states={ 'readonly': Eval('state').in_(['converted', 'won', 'lost']) }) total = fields.Function(fields.Float('Total'), 'get_total_opportunity') total_without_tax = fields.Function(fields.Float('Total'), 'get_total_without_tax_opportunity') # cancelled_reason = fields.Selection([ # ('',''), # ('Sin acuerdo', "No se llego a un acuerdo"), # ('cliente_bloqueado', "No rentable para la empresa")], "Cancelled Reason", required=False, # states={ # 'invisible': ~Eval('state').in_(['analysis', 'review', 'quote_revision', 'cancelled', 'lost']) # }, depends=['state']) # states={ # 'readonly': ~Eval('state').in_(['prospecting', 'analysis']) # } cancelled_reason = fields.Many2One( 'crm.opportunity_cancelled_reason', 'Cancelled Reason Concept', select=True, states={ #'readonly': ~Eval('state').in_(['prospecting', 'quote_revision', 'review']), 'invisible': ~Eval('state').in_(['won']) }, depends=['state']) party_validations = fields.One2Many('crm.opportunity.validation', 'opportunity', 'Party Validations') is_prospect = fields.Function(fields.Boolean('Is Prospect'), 'get_is_prospect') is_approved = fields.Function(fields.Boolean('Is Approved'), 'get_is_approved') @classmethod def __setup__(cls): super(Opportunity, cls).__setup__() cls._order.insert(0, ('start_date', 'DESC')) cls._transitions |= set(( ('lead', 'opportunity'), ('opportunity', 'converted'), ('opportunity', 'cancelled'), ('cancelled', 'opportunity'), ('cancelled', 'converted'), ('converted', 'cancelled'), ('converted', 'opportunity'), ('converted', 'won'), ('converted', 'lost'), ('won', 'converted'), ('lost', 'converted'), )) cls._buttons.update({ 'opportunity': { 'invisible': Eval('state').in_( ['won', 'lost', 'opportunity','cancelled']), }, 'converted': { 'invisible': Eval('state').in_(['lead', 'convert', 'cancelled']), }, 'won': { 'invisible': ~Eval('state').in_(['converted']), }, 'lost': { 'invisible': ~Eval('state').in_(['converted']), }, 'cancelled': { 'invisible': Eval('state').in_(['lead', 'won', 'lost', 'cancelled']), }, }) # @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(): 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() 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() 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) default.setdefault('contracts', None) default.setdefault('converted_by') return super(CrmOpportunity, 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() 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 { 'description':self.description, 'party':self.party, # 'salesman':self.employee, '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', } def _get_sale_opportunity(self): ''' Return sale for an opportunity ''' Sale = Pool().get('sale.sale') 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, # salesman=self.employee, invoice_address=self.address, shipment_address=self.address, 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 = [] 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") def create_contract(self): contract = self._get_contract_opportunity() # Contract = Pool().get('sale.contract') # contract = opportunity.create_contract() # Contract.save([contract]) contract_lines = [] if self.lines: for line in self.lines: contract_lines.append(line.get_contract_line()) contract['product_lines'] = [('create',contract_lines)] return contract else: raise UserError("No hay lineas de producto") @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 @Workflow.transition('opportunity') def opportunity(cls, records): print('entro pero se murio') @classmethod @ModelView.button @Workflow.transition('converted') def converted(cls, records): cls.procces_opportunity(records) # @classmethod # def check_party(cls, records): # pool = Pool() # ValidationTemplate = pool.get('crm.validation_template') # ValidationLine = pool.get('crm.opportunity.validation') # def get_lines(template, validation_lines): # lines = [] # for line in template.lines: # if line.id not in validation_lines: # value = { # 'opportunity': record.id, # 'party': record.party.id, # 'sequence': line.sequence, # 'line_ask': line.ask, # 'template': line.id # } # lines.append(value) # lines = ValidationLine.create(lines) # return lines # for record in records: # lines = None # party_validations = [ # v.template.id for v in record.party_validations # ] # _type = 'client' # if record.is_prospect: # _type = 'prospect' # templates = ValidationTemplate.search([ # ('type', '=', _type), # ]) # if not templates: # continue # lines = get_lines(templates[0], party_validations) # if lines: # cls.write([record], {'party_validations': [('add', lines)]}) @classmethod @ModelView.button @Workflow.transition('won') def won(cls, records): pass @classmethod @ModelView.button @Workflow.transition('quote_approbation') def quote_approbation(cls, records): pass # @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) @property def is_forecast(self): pool = Pool() Date = pool.get('ir.date') today = Date.today() return self.end_date or datetime.date.max > today # @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.") @classmethod def procces_opportunity(cls, records): pool = Pool() for opportunity in records: if opportunity.type == 'contract': Contract = pool.get('sale.contract') contract = opportunity.create_contract() Contract.create([contract]) else: 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') # if o.is_forecast cls.write([o for o in records], { 'end_date': Date.today(), 'state': 'lost', }) history = [] for record in records: value = { 'opportunity':record.id, 'validated_by':Transaction().user, 'create_date':date.today(), 'action':'Cambio de estado a Perdido' } history.append(value) @classmethod @ModelView.button @Workflow.transition('cancelled') def cancelled(cls, records): # pass Date = Pool().get('ir.date') cls.write([o for o in records if o.cancelled_reason], { 'end_date': Date.today(), }) history = [] for record in records: value = { 'opportunity':record.id, 'validated_by':Transaction().user, 'create_date':date.today(), 'action':'Cambio de estado a Anulado' } 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) @fields.depends('lines') def get_total_opportunity(self, name): self.total = 0 for line in self.lines: self.total += line.total_line_with_tax return self.total @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 # class PartyValidationOpportunity(ModelSQL, ModelView): # ''' Model to make analisys of economic behavior of party in a opportunity''' # 'Party Validation Opportunity' # __name__ = 'crm.party_validation_opportunity' # # concept = fields.Many2One('crm.party_evaluation_concept', 'Concept', required=True ) # opportunity = fields.Many2One('crm.opportunity', 'Opportunity', required=True ) # template = fields.Many2One('crm.validation_template', 'Template', required=True ) # date = fields.Date('Date') # observation = fields.Text('Observation') # 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) # 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') # class OpportunityTraceability(ModelSQL, ModelView): # ''' Model to save traceability of the opportunity''' # 'Opportunity Traceability' # __name__ = 'crm.opportunity_traceability' # action = fields.Char('Action') # opportunity = fields.Many2One('crm.opportunity', 'Opportunity', required=True ) # observation = fields.Text('Observation') # validated_by = fields.Many2One('res.user', 'User') 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') class CrmOpportunityLine(sequence_ordered(), ModelSQL, ModelView): 'CRM Opportunity Line' __name__ = "crm.opportunity.line" _history = True _states = { 'readonly': Eval('opportunity_state').in_( ['quote_revision', 'quote_approbation', 'customer_approbation', 'review', 'accepted', 'lost', 'cancelled']), } _depends = ['opportunity_state'] time_ammount = fields.Selection([ ('monthly', "Monthly"), ('bimonthly', "Bimonthly"), ('biannual', "Biannual"), ('annual', "Annual")], "Time Ammount", select=True, sort=False, states={ 'readonly': Eval('state').in_(['won', 'lost']) }) opportunity = fields.Many2One('crm.opportunity', 'Opportunity', ondelete='CASCADE', select=True, required=True, states={ 'readonly': _states['readonly'] & Bool(Eval('opportunity')), }, depends=_depends) opportunity_state = fields.Function( fields.Selection('get_opportunity_states', "Opportunity State"), 'on_change_with_opportunity_state') product = fields.Many2One('product.product', 'Product', required=True, domain=[('salable', '=', True)], states=_states, depends=_depends) quantity = fields.Float('Quantity', required=True, digits=(16, Eval('unit_digits', 2)), states=_states, depends=['unit_digits'] + _depends) unit = fields.Many2One('product.uom', 'Unit', required=True, states=_states, depends=_depends) unit_digits = fields.Function(fields.Integer('Unit Digits'), 'on_change_with_unit_digits') tax = fields.Function(fields.Float('Tax Line'), 'get_tax_line') total_line = fields.Function(fields.Integer('Total Line'), 'get_total_line') base_tax = fields.Function(fields.Float('Base Tax'), 'get_base_tax') description = fields.Function(fields.Text('Description'), 'on_change_with_description') unit_price = fields.Numeric('Unit Price', digits=(16, 2)) total_line_with_tax = fields.Function(fields.Integer('Total Line'), 'get_total_line_with_tax') del _states, _depends # @classmethod # def __setup__(cls): # super().__setup__() # cls.__access__.add('opportunity') @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 @fields.depends('product') def get_base_tax(self, name=None): if self.unit_price: self.base_tax = (float(self.total_line) * 0.1) else: self.base_tax = 0 return self.base_tax @fields.depends('product') def get_tax_line(self, name=None): if self.unit_price: self.tax = (self.base_tax * 0.19) else: self.tax = 0 return self.tax @fields.depends('product') def get_total_line(self, name=None): if self.unit_price: self.total_line = float(self.unit_price) * float(self.quantity) else: self.total_line = 0 return self.total_line @fields.depends('product') def get_total_line_with_tax(self, name=None): if self.unit_price: self.total_line = float(self.total_line) + self.tax else: self.total_line = 0 return self.total_line @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') def on_change_with_description(self, name=None): if self.product: return self.product.description # Product = Pool().get('product.product') # sale_line = SaleLine( # type='line', # product=self.product, # sale=sale, # description=None, # ) # return sale_line @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, 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', 'Currency'), 'get_currency') currency_digits = fields.Function(fields.Integer('Currency Digits'), 'get_currency_digits') amount = fields.Numeric('Amount', digits=(16, Eval('currency_digits', 2)), depends=['currency_digits']) converted_amount = fields.Numeric('Converted Amount', 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', 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 class OpportunityReport(CompanyReport): __name__ = 'crm.opportunity' class OpportunityOnlyReport(CompanyReport): __name__ = 'crm.opportunity_only' class OpportunityWithoutTaxReport(CompanyReport): __name__ = 'crm.opportunity_without_tax' class OpportunityLargeReport(CompanyReport): __name__ = 'crm.opportunity_large_format' 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