/usr/lib/python2.7/dist-packages/trytond/modules/sale_opportunity/opportunity.py is in tryton-modules-sale-opportunity 3.4.0-1.
This file is owned by root:root, with mode 0o644.
The actual contents of the file can be viewed below.
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767 768 769 770 771 772 773 774 775 776 777 778 779 780 781 782 783 784 785 786 787 788 789 790 791 792 793 794 795 796 797 798 799 800 801 802 803 804 805 806 807 808 809 810 811 812 813 814 815 816 817 818 819 820 821 | #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
import time
from sql import Column, Literal
from sql.aggregate import Min, Max, Count, Sum
from sql.conditionals import Coalesce, Case
from sql.functions import Extract
from trytond.model import ModelView, ModelSQL, Workflow, fields
from trytond.wizard import Wizard, StateView, StateAction, Button
from trytond import backend
from trytond.pyson import Equal, Eval, Not, In, If, Get, PYSONEncoder
from trytond.transaction import Transaction
from trytond.pool import Pool
__all__ = ['SaleOpportunity', 'SaleOpportunityLine',
'SaleOpportunityHistory', 'SaleOpportunityEmployee',
'OpenSaleOpportunityEmployeeStart', 'OpenSaleOpportunityEmployee',
'SaleOpportunityMonthly', 'SaleOpportunityEmployeeMonthly']
STATES = [
('lead', 'Lead'),
('opportunity', 'Opportunity'),
('converted', 'Converted'),
('cancelled', 'Cancelled'),
('lost', 'Lost'),
]
_STATES_START = {
'readonly': Eval('state') != 'lead',
}
_DEPENDS_START = ['state']
_STATES_STOP = {
'readonly': In(Eval('state'), ['converted', 'lost', 'cancelled']),
}
_DEPENDS_STOP = ['state']
class SaleOpportunity(Workflow, ModelSQL, ModelView):
'Sale Opportunity'
__name__ = "sale.opportunity"
_history = True
_rec_name = 'reference'
reference = fields.Char('Reference', readonly=True, required=True,
select=True)
party = fields.Many2One('party.party', 'Party', select=True,
states={
'readonly': Eval('state').in_(['converted', 'lost', 'cancelled']),
'required': ~Eval('state').in_(['lead', 'lost', 'cancelled']),
}, depends=['state'])
address = fields.Many2One('party.address', 'Address',
domain=[('party', '=', Eval('party'))],
select=True, depends=['party', 'state'],
states=_STATES_STOP)
company = fields.Many2One('company.company', 'Company', required=True,
select=True, states=_STATES_STOP, 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=_STATES_STOP, depends=_DEPENDS_STOP + ['currency_digits'],
help='Estimated revenue amount')
payment_term = fields.Many2One('account.invoice.payment_term',
'Payment Term', states={
'required': Eval('state') == 'converted',
'readonly': In(Eval('state'),
['converted', 'lost', 'cancelled']),
},
depends=['state'])
employee = fields.Many2One('company.employee', 'Employee', required=True,
states=_STATES_STOP, 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, readonly=True, states={
'invisible': Not(In(Eval('state'),
['converted', 'cancelled', 'lost'])),
}, depends=['state'])
description = fields.Char('Description', required=True,
states=_STATES_STOP, depends=_DEPENDS_STOP)
comment = fields.Text('Comment', states=_STATES_STOP,
depends=_DEPENDS_STOP)
lines = fields.One2Many('sale.opportunity.line', 'opportunity', 'Lines',
states=_STATES_STOP, depends=_DEPENDS_STOP)
state = fields.Selection(STATES, 'State', required=True, select=True,
sort=False, readonly=True)
probability = fields.Integer('Conversion Probability', required=True,
states={
'readonly': Not(In(Eval('state'), ['opportunity', 'lead'])),
}, depends=['state'], help="Percentage between 0 and 100")
history = fields.One2Many('sale.opportunity.history', 'opportunity',
'History', readonly=True)
lost_reason = fields.Text('Reason for loss', states={
'invisible': Eval('state') != 'lost',
}, depends=['state'])
sale = fields.Many2One('sale.sale', 'Sale', readonly=True, states={
'invisible': Eval('state') != 'converted',
}, depends=['state'])
@classmethod
def __register__(cls, module_name):
cursor = Transaction().cursor
TableHandler = backend.get('TableHandler')
sql_table = cls.__table__()
reference_exists = True
if TableHandler.table_exist(cursor, cls._table):
table = TableHandler(cursor, cls, module_name)
reference_exists = table.column_exist('reference')
super(SaleOpportunity, cls).__register__(module_name)
table = TableHandler(cursor, cls, module_name)
# Migration from 2.8: make party not required and add reference as
# required
table.not_null_action('party', action='remove')
if not reference_exists:
cursor.execute(*sql_table.update(
columns=[sql_table.reference],
values=[sql_table.id],
where=sql_table.reference == None))
table.not_null_action('reference', action='add')
@classmethod
def __setup__(cls):
super(SaleOpportunity, cls).__setup__()
cls._order.insert(0, ('start_date', 'DESC'))
cls._sql_constraints += [
('check_percentage',
'CHECK(probability >= 0 AND probability <= 100)',
'Probability must be between 0 and 100.')
]
cls._error_messages.update({
'delete_cancel': ('Sale Opportunity "%s" must be cancelled '
'before deletion.'),
})
cls._transitions |= set((
('lead', 'opportunity'),
('lead', 'lost'),
('lead', 'cancelled'),
('opportunity', 'converted'),
('opportunity', 'lead'),
('opportunity', 'lost'),
('opportunity', 'cancelled'),
('lost', 'lead'),
('cancelled', 'lead'),
))
cls._buttons.update({
'lead': {
'invisible': ~Eval('state').in_(
['cancelled', 'lost', 'opportunity']),
'icon': If(Eval('state').in_(['cancelled', 'lost']),
'tryton-clear', 'tryton-go-previous'),
},
'opportunity': {
'invisible': ~Eval('state').in_(['lead']),
},
'convert': {
'invisible': ~Eval('state').in_(['opportunity']),
},
'lost': {
'invisible': ~Eval('state').in_(['lead', 'opportunity']),
},
'cancel': {
'invisible': ~Eval('state').in_(['lead', 'opportunity']),
},
})
@staticmethod
def default_state():
return 'lead'
@staticmethod
def default_start_date():
Date = Pool().get('ir.date')
return Date.today()
@staticmethod
def default_probability():
return 50
@staticmethod
def default_company():
return Transaction().context.get('company')
@staticmethod
def default_employee():
User = Pool().get('res.user')
if Transaction().context.get('employee'):
return Transaction().context['employee']
else:
user = User(Transaction().user)
if user.employee:
return user.employee.id
@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 create(cls, vlist):
pool = Pool()
Sequence = pool.get('ir.sequence')
Config = pool.get('sale.configuration')
sequence = Config(1).sale_opportunity_sequence
vlist = [x.copy() for x in vlist]
for vals in vlist:
vals['reference'] = Sequence.get_id(sequence.id)
return super(SaleOpportunity, cls).create(vlist)
@classmethod
def copy(cls, opportunities, default=None):
if default is None:
default = {}
default = default.copy()
default.setdefault('reference', None)
default.setdefault('history', None)
return super(SaleOpportunity, 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):
res = {}
if self.company:
res['currency'] = self.company.currency.id
res['currency.rec_name'] = self.company.currency.rec_name
res['currency_digits'] = self.company.currency.digits
return res
@fields.depends('party')
def on_change_party(self):
PaymentTerm = Pool().get('account.invoice.payment_term')
res = {
'payment_term': None,
}
if self.party:
if self.party.customer_payment_term:
res['payment_term'] = self.party.customer_payment_term.id
res['payment_term.rec_name'] = \
self.party.customer_payment_term.rec_name
if not res['payment_term']:
res['payment_term'] = self.default_payment_term()
if res['payment_term']:
res['payment_term.rec_name'] = PaymentTerm(
res['payment_term']).rec_name
return res
def _get_sale_line_opportunity_line(self, sale):
'''
Return sale lines for each opportunity line
'''
res = {}
for line in self.lines:
if line.sale_line:
continue
sale_line = line.get_sale_line(sale)
if sale_line:
res[line.id] = sale_line
return res
def _get_sale_opportunity(self):
'''
Return sale for an opportunity
'''
Sale = Pool().get('sale.sale')
return Sale(
description=self.description,
party=self.party,
payment_term=self.payment_term,
company=self.company,
invoice_address=self.address,
shipment_address=self.address,
currency=self.company.currency,
comment=self.comment,
sale_date=None,
)
def create_sale(self):
'''
Create a sale for the opportunity and return the sale
'''
Line = Pool().get('sale.opportunity.line')
if self.sale:
return
sale = self._get_sale_opportunity()
sale_lines = self._get_sale_line_opportunity_line(sale)
sale.save()
for line_id, sale_line in sale_lines.iteritems():
sale_line.sale = sale
sale_line.save()
Line.write([Line(line_id)], {
'sale_line': sale_line.id,
})
self.write([self], {
'sale': sale.id,
})
return sale
@classmethod
def delete(cls, opportunities):
# Cancel before delete
cls.cancel(opportunities)
for opportunity in opportunities:
if opportunity.state != 'cancelled':
cls.raise_user_error('delete_cancel', opportunity.rec_name)
super(SaleOpportunity, cls).delete(opportunities)
@classmethod
@ModelView.button
@Workflow.transition('lead')
def lead(cls, opportunities):
pass
@classmethod
@ModelView.button
@Workflow.transition('opportunity')
def opportunity(cls, opportunities):
pass
@classmethod
@ModelView.button
@Workflow.transition('converted')
def convert(cls, opportunities):
Date = Pool().get('ir.date')
cls.write(opportunities, {
'end_date': Date.today(),
})
for opportunity in opportunities:
opportunity.create_sale()
@classmethod
@ModelView.button
@Workflow.transition('lost')
def lost(cls, opportunities):
Date = Pool().get('ir.date')
cls.write(opportunities, {
'end_date': Date.today(),
})
@classmethod
@ModelView.button
@Workflow.transition('cancelled')
def cancel(cls, opportunities):
Date = Pool().get('ir.date')
cls.write(opportunities, {
'end_date': Date.today(),
})
class SaleOpportunityLine(ModelSQL, ModelView):
'Sale Opportunity Line'
__name__ = "sale.opportunity.line"
_rec_name = "product"
_history = True
opportunity = fields.Many2One('sale.opportunity', 'Opportunity')
sequence = fields.Integer('Sequence')
product = fields.Many2One('product.product', 'Product', required=True,
domain=[('salable', '=', True)])
quantity = fields.Float('Quantity', required=True,
digits=(16, Eval('unit_digits', 2)), depends=['unit_digits'])
unit = fields.Many2One('product.uom', 'Unit', required=True)
unit_digits = fields.Function(fields.Integer('Unit Digits'),
'on_change_with_unit_digits')
sale_line = fields.Many2One('sale.line', 'Sale Line', readonly=True,
states={
'invisible': (Eval('_parent_opportunity', {}).get('state')
!= 'converted'),
})
@classmethod
def __setup__(cls):
super(SaleOpportunityLine, cls).__setup__()
cls._order.insert(0, ('sequence', 'ASC'))
@classmethod
def __register__(cls, module_name):
TableHandler = backend.get('TableHandler')
cursor = Transaction().cursor
table = TableHandler(cursor, cls, module_name)
super(SaleOpportunityLine, cls).__register__(module_name)
# Migration from 2.4: drop required on sequence
table.not_null_action('sequence', action='remove')
@staticmethod
def order_sequence(tables):
table, _ = tables[None]
return [table.sequence == None, table.sequence]
@fields.depends('unit')
def on_change_with_unit_digits(self, name=None):
if self.unit:
return self.unit.digits
return 2
@fields.depends('product', 'unit')
def on_change_product(self):
if not self.product:
return {}
res = {}
category = self.product.sale_uom.category
if (not self.unit
or self.unit not in category.uoms):
res['unit'] = self.product.sale_uom.id
res['unit.rec_name'] = self.product.sale_uom.rec_name
res['unit_digits'] = self.product.sale_uom.digits
return res
def get_sale_line(self, sale):
'''
Return sale line for opportunity line
'''
SaleLine = Pool().get('sale.line')
sale_line = SaleLine(
type='line',
quantity=self.quantity,
unit=self.unit,
product=self.product,
sale=sale,
description=None,
)
for k, v in sale_line.on_change_product().iteritems():
setattr(sale_line, k, v)
return sale_line
class SaleOpportunityHistory(ModelSQL, ModelView):
'Sale Opportunity History'
__name__ = 'sale.opportunity.history'
date = fields.DateTime('Change Date')
opportunity = fields.Many2One('sale.opportunity', 'Sale Opportunity')
user = fields.Many2One('res.user', 'User')
party = fields.Many2One('party.party', 'Party', datetime_field='date')
address = fields.Many2One('party.address', 'Address',
datetime_field='date')
company = fields.Many2One('company.company', 'Company',
datetime_field='date')
employee = fields.Many2One('company.employee', 'Employee',
datetime_field='date')
start_date = fields.Date('Start Date')
end_date = fields.Date('End Date', states={
'invisible': Not(In(Eval('state'),
['converted', 'cancelled', 'lost'])),
}, depends=['state'])
description = fields.Char('Description')
comment = fields.Text('Comment')
lines = fields.Function(fields.One2Many('sale.opportunity.line', None,
'Lines', datetime_field='date'), 'get_lines')
state = fields.Selection(STATES, 'State')
probability = fields.Integer('Conversion Probability')
lost_reason = fields.Text('Reason for loss', states={
'invisible': Not(Equal(Eval('state'), 'lost')),
}, depends=['state'])
@classmethod
def __setup__(cls):
super(SaleOpportunityHistory, cls).__setup__()
cls._order.insert(0, ('date', 'DESC'))
@classmethod
def table_query(cls):
Opportunity = Pool().get('sale.opportunity')
opportunity_history = Opportunity.__table_history__()
columns = [
Min(Column(opportunity_history, '__id')).as_('id'),
opportunity_history.id.as_('opportunity'),
Min(Coalesce(opportunity_history.write_date,
opportunity_history.create_date)).as_('date'),
Coalesce(opportunity_history.write_uid,
opportunity_history.create_uid).as_('user'),
]
group_by = [
opportunity_history.id,
Coalesce(opportunity_history.write_uid,
opportunity_history.create_uid),
]
for name, field in cls._fields.iteritems():
if name in ('id', 'opportunity', 'date', 'user'):
continue
try:
field.sql_type()
except NotImplementedError:
continue
column = Column(opportunity_history, name)
columns.append(column.as_(name))
group_by.append(column)
return opportunity_history.select(*columns, group_by=group_by)
def get_lines(self, name):
Line = Pool().get('sale.opportunity.line')
# We will always have only one id per call due to datetime_field
lines = Line.search([
('opportunity', '=', self.opportunity.id),
])
return [l.id for l in lines]
@classmethod
def read(cls, ids, fields_names=None):
res = super(SaleOpportunityHistory, cls).read(ids,
fields_names=fields_names)
# Remove microsecond from timestamp
for values in res:
if 'date' in values:
if isinstance(values['date'], basestring):
values['date'] = datetime.datetime(
*time.strptime(values['date'],
'%Y-%m-%d %H:%M:%S.%f')[:6])
values['date'] = values['date'].replace(microsecond=0)
return res
class SaleOpportunityEmployee(ModelSQL, ModelView):
'Sale Opportunity per Employee'
__name__ = 'sale.opportunity_employee'
employee = fields.Many2One('company.employee', 'Employee')
number = fields.Integer('Number')
converted = fields.Integer('Converted')
conversion_rate = fields.Function(fields.Float('Conversion Rate',
help='In %'), 'get_conversion_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', help='In %'), 'get_conversion_amount_rate')
@staticmethod
def _converted_state():
return ['converted']
@staticmethod
def _lost_state():
return ['lost']
@classmethod
def table_query(cls):
Opportunity = Pool().get('sale.opportunity')
opportunity = Opportunity.__table__()
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'])
return opportunity.select(
opportunity.employee.as_('id'),
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.employee,
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._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'),
where=where,
group_by=(opportunity.employee, opportunity.company))
def get_conversion_rate(self, name):
if self.number:
return float(self.converted) / self.number * 100.0
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:
return float(self.converted_amount) / float(self.amount) * 100.0
else:
return 0.0
class OpenSaleOpportunityEmployeeStart(ModelView):
'Open Sale Opportunity per Employee'
__name__ = 'sale.opportunity_employee.open.start'
start_date = fields.Date('Start Date')
end_date = fields.Date('End Date')
class OpenSaleOpportunityEmployee(Wizard):
'Open Sale Opportunity per Employee'
__name__ = 'sale.opportunity_employee.open'
start = StateView('sale.opportunity_employee.open.start',
'sale_opportunity.opportunity_employee_open_start_view_form', [
Button('Cancel', 'end', 'tryton-cancel'),
Button('Open', 'open_', 'tryton-ok', default=True),
])
open_ = StateAction('sale_opportunity.act_opportunity_employee_form')
def do_open_(self, action):
action['pyson_context'] = PYSONEncoder().encode({
'start_date': self.start.start_date,
'end_date': self.start.end_date,
})
return action, {}
class SaleOpportunityMonthly(ModelSQL, ModelView):
'Sale Opportunity per Month'
__name__ = 'sale.opportunity_monthly'
year = fields.Char('Year')
month = fields.Integer('Month')
year_month = fields.Function(fields.Char('Year-Month'),
'get_year_month')
number = fields.Integer('Number')
converted = fields.Integer('Converted')
conversion_rate = fields.Function(fields.Float('Conversion Rate',
help='In %'), 'get_conversion_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', help='In %'), 'get_conversion_amount_rate')
@classmethod
def __setup__(cls):
super(SaleOpportunityMonthly, cls).__setup__()
cls._order.insert(0, ('year', 'DESC'))
cls._order.insert(1, ('month', 'DESC'))
@staticmethod
def _converted_state():
return ['converted']
@staticmethod
def _lost_state():
return ['lost']
@classmethod
def table_query(cls):
Opportunity = Pool().get('sale.opportunity')
opportunity = Opportunity.__table__()
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_column = Extract('MONTH', opportunity.start_date).as_('month')
return opportunity.select(
Max(Extract('MONTH', opportunity.start_date)
+ Extract('YEAR', opportunity.start_date) * 100
).cast(type_id).as_('id'),
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'),
year_column,
month_column,
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._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'),
group_by=(year_column, month_column, opportunity.company))
def get_conversion_rate(self, name):
if self.number:
return float(self.converted) / self.number * 100.0
else:
return 0.0
def get_year_month(self, name):
return '%s-%s' % (self.year, int(self.month))
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:
return float(self.converted_amount) / float(self.amount) * 100.0
else:
return 0.0
class SaleOpportunityEmployeeMonthly(ModelSQL, ModelView):
'Sale Opportunity per Employee per Month'
__name__ = 'sale.opportunity_employee_monthly'
year = fields.Char('Year')
month = fields.Integer('Month')
employee = fields.Many2One('company.employee', 'Employee')
number = fields.Integer('Number')
converted = fields.Integer('Converted')
conversion_rate = fields.Function(fields.Float('Conversion Rate',
help='In %'), 'get_conversion_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', help='In %'), 'get_conversion_amount_rate')
@classmethod
def __setup__(cls):
super(SaleOpportunityEmployeeMonthly, cls).__setup__()
cls._order.insert(0, ('year', 'DESC'))
cls._order.insert(1, ('month', 'DESC'))
cls._order.insert(2, ('employee', 'ASC'))
@staticmethod
def _converted_state():
return ['converted']
@staticmethod
def _lost_state():
return ['lost']
@classmethod
def table_query(cls):
Opportunity = Pool().get('sale.opportunity')
opportunity = Opportunity.__table__()
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_column = Extract('MONTH', opportunity.start_date).as_('month')
return opportunity.select(
Max(Extract('MONTH', opportunity.start_date)
+ Extract('YEAR', opportunity.start_date) * 100
+ opportunity.employee * 1000000
).cast(type_id).as_('id'),
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'),
year_column,
month_column,
opportunity.employee,
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._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'),
group_by=(year_column, month_column, opportunity.employee,
opportunity.company))
def get_conversion_rate(self, name):
if self.number:
return float(self.converted) / self.number * 100.0
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:
return float(self.converted_amount) / float(self.amount) * 100.0
else:
return 0.0
|