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# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from datetime import date
from odoo import api, fields, models, _
class CrmTeam(models.Model):
_inherit = 'crm.team'
use_quotations = fields.Boolean(string='Quotations', help="Check this box if you send quotations to your customers rather than confirming orders straight away.")
invoiced = fields.Float(
compute='_compute_invoiced',
string='Invoiced This Month', readonly=True,
help="Invoice revenue for the current month. This is the amount the sales "
"channel has invoiced this month. It is used to compute the progression ratio "
"of the current and target revenue on the kanban view.")
invoiced_target = fields.Float(
string='Invoicing Target',
help="Revenue target for the current month (untaxed total of confirmed invoices).")
quotations_count = fields.Integer(
compute='_compute_quotations_to_invoice',
string='Number of quotations to invoice', readonly=True)
quotations_amount = fields.Float(
compute='_compute_quotations_to_invoice',
string='Amount of quotations to invoice', readonly=True)
sales_to_invoice_count = fields.Integer(
compute='_compute_sales_to_invoice',
string='Number of sales to invoice', readonly=True)
def _compute_quotations_to_invoice(self):
query = self.env['sale.order']._where_calc([
('team_id', 'in', self.ids),
('state', 'in', ['draft', 'sent']),
])
self.env['sale.order']._apply_ir_rules(query, 'read')
_, where_clause, where_clause_args = query.get_sql()
select_query = """
SELECT team_id, count(*), sum(amount_total /
CASE COALESCE(currency_rate, 0)
WHEN 0 THEN 1.0
ELSE currency_rate
END
) as amount_total
FROM sale_order
WHERE %s
GROUP BY team_id
""" % where_clause
self.env.cr.execute(select_query, where_clause_args)
quotation_data = self.env.cr.dictfetchall()
teams = self.browse()
for datum in quotation_data:
team = self.browse(datum['team_id'])
team.quotations_amount = datum['amount_total']
team.quotations_count = datum['count']
teams |= team
remaining = (self - teams)
remaining.quotations_amount = 0
remaining.quotations_count = 0
def _compute_sales_to_invoice(self):
sale_order_data = self.env['sale.order'].read_group([
('team_id', 'in', self.ids),
('invoice_status','=','to invoice'),
], ['team_id'], ['team_id'])
data_map = {datum['team_id'][0]: datum['team_id_count'] for datum in sale_order_data}
for team in self:
team.sales_to_invoice_count = data_map.get(team.id,0.0)
def _compute_invoiced(self):
if not self:
return
query = '''
SELECT
move.team_id AS team_id,
SUM(-line.balance) AS amount_untaxed_signed
FROM account_move move
JOIN account_move_line line ON line.move_id = move.id
JOIN account_account account ON account.id = line.account_id
WHERE move.move_type IN ('out_invoice', 'out_refund', 'in_invoice', 'in_refund')
AND move.payment_state IN ('in_payment', 'paid', 'reversed')
AND move.state = 'posted'
AND move.team_id IN %s
AND move.date BETWEEN %s AND %s
AND line.tax_line_id IS NULL
AND line.display_type IS NULL
AND account.internal_type NOT IN ('receivable', 'payable')
GROUP BY move.team_id
'''
today = fields.Date.today()
params = [tuple(self.ids), fields.Date.to_string(today.replace(day=1)), fields.Date.to_string(today)]
self._cr.execute(query, params)
data_map = dict((v[0], v[1]) for v in self._cr.fetchall())
for team in self:
team.invoiced = data_map.get(team.id, 0.0)
def _graph_get_model(self):
if self._context.get('in_sales_app'):
return 'sale.report'
return super(CrmTeam,self)._graph_get_model()
def _graph_date_column(self):
if self._context.get('in_sales_app'):
return 'date'
return super(CrmTeam,self)._graph_date_column()
def _graph_y_query(self):
if self._context.get('in_sales_app'):
return 'SUM(price_subtotal)'
return super(CrmTeam,self)._graph_y_query()
def _extra_sql_conditions(self):
if self._context.get('in_sales_app'):
return "AND state in ('sale', 'done', 'pos_done')"
return super(CrmTeam,self)._extra_sql_conditions()
def _graph_title_and_key(self):
if self._context.get('in_sales_app'):
return ['', _('Sales: Untaxed Total')] # no more title
return super(CrmTeam, self)._graph_title_and_key()
def _compute_dashboard_button_name(self):
super(CrmTeam,self)._compute_dashboard_button_name()
if self._context.get('in_sales_app'):
self.update({'dashboard_button_name': _("Sales Analysis")})
def action_primary_channel_button(self):
if self._context.get('in_sales_app'):
return self.env["ir.actions.actions"]._for_xml_id("sale.action_order_report_so_salesteam")
return super(CrmTeam, self).action_primary_channel_button()
def update_invoiced_target(self, value):
return self.write({'invoiced_target': round(float(value or 0))})
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