flectra/addons/sale_crm/models/crm_lead.py

# -*- coding: utf-8 -*-
# Part of Odoo, Flectra. See LICENSE file for full copyright and licensing details.

from datetime import date
from dateutil.relativedelta import relativedelta

from flectra import api, fields, models


class CrmLead(models.Model):
    _inherit = 'crm.lead'

    sale_amount_total = fields.Monetary(compute='_compute_sale_amount_total', string="Sum of Orders", help="Untaxed Total of Confirmed Orders", currency_field='company_currency')
    sale_number = fields.Integer(compute='_compute_sale_amount_total', string="Number of Quotations")
    order_ids = fields.One2many('sale.order', 'opportunity_id', string='Orders')

    @api.depends('order_ids')
    def _compute_sale_amount_total(self):
        for lead in self:
            total = 0.0
            nbr = 0
            company_currency = lead.company_currency or self.env.user.company_id.currency_id
            for order in lead.order_ids:
                if order.state in ('draft', 'sent', 'sale'):
                    nbr += 1
                if order.state not in ('draft', 'sent', 'cancel'):
                    total += order.currency_id.compute(order.amount_untaxed, company_currency)
            lead.sale_amount_total = total
            lead.sale_number = nbr

    @api.model
    def retrieve_sales_dashboard(self):
        res = super(CrmLead, self).retrieve_sales_dashboard()
        date_today = date.today()

        res['invoiced'] = {
            'this_month': 0,
            'last_month': 0,
        }
        account_invoice_domain = [
            ('state', 'in', ['open', 'paid']),
            ('user_id', '=', self.env.uid),
            ('date_invoice', '>=', date_today.replace(day=1) - relativedelta(months=+1)),
            ('type', 'in', ['out_invoice', 'out_refund'])
        ]

        invoice_data = self.env['account.invoice'].search_read(account_invoice_domain, ['date_invoice', 'amount_untaxed_signed'])

        for invoice in invoice_data:
            if invoice['date_invoice']:
                invoice_date = fields.Date.from_string(invoice['date_invoice'])
                if invoice_date <= date_today and invoice_date >= date_today.replace(day=1):
                    res['invoiced']['this_month'] += invoice['amount_untaxed_signed']
                elif invoice_date < date_today.replace(day=1) and invoice_date >= date_today.replace(day=1) - relativedelta(months=+1):
                    res['invoiced']['last_month'] += invoice['amount_untaxed_signed']

        res['invoiced']['target'] = self.env.user.target_sales_invoiced
        return res