trytonpsk-crm/opportunity.py

1170 lines
41 KiB
Python

# 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"
# import datetime
from datetime import datetime, date
from genericpath import exists
from sql import Literal, Null
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
# Manage errors
from trytond.exceptions import UserError
from .exceptions import IncompletePartyValidation, ChangeStateWarning
from trytond.ir.attachment import AttachmentCopyMixin
from trytond.ir.note import NoteCopyMixin
from trytond.modules.company.model import employee_field, set_employee
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'])
})
# kind_opportunity = fields.Many2One('crm.opportunity_kind_concept', 'Opportunity Kind Concept', select=True,
# states={
# 'readonly': ~Eval('state').in_(['prospecting', 'quote_revision', 'review'])
# })
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",
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.')
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'])
})
payment_term = fields.Many2One('account.invoice.payment_term',
'Payment Term')
employee = fields.Many2One('company.employee', 'Employee',
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']),
})
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')
@staticmethod
def default_employee():
return Transaction().context.get('employee')
@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('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 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']
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