311 lines
15 KiB
Python
311 lines
15 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo, Flectra. See LICENSE file for full copyright and licensing details.
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from babel.dates import format_date
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from datetime import date, datetime
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from dateutil.relativedelta import relativedelta
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import json
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from flectra import api, fields, models, _
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from flectra.exceptions import UserError, ValidationError
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from flectra.release import version
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from flectra.tools import DEFAULT_SERVER_DATE_FORMAT as DF
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class CrmTeam(models.Model):
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_name = "crm.team"
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_inherit = ['mail.thread', 'ir.branch.company.mixin']
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_description = "Sales Channel"
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_order = "name"
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@api.model
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@api.returns('self', lambda value: value.id if value else False)
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def _get_default_team_id(self, user_id=None):
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if not user_id:
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user_id = self.env.uid
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company_id = self.sudo(user_id).env.user.company_id.id
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team_id = self.env['crm.team'].sudo().search([
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'|', ('user_id', '=', user_id), ('member_ids', '=', user_id),
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'|', ('company_id', '=', False), ('company_id', 'child_of', [company_id])
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], limit=1)
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if not team_id and 'default_team_id' in self.env.context:
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team_id = self.env['crm.team'].browse(self.env.context.get('default_team_id'))
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if not team_id:
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default_team_id = self.env.ref('sales_team.team_sales_department', raise_if_not_found=False)
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if default_team_id and (self.env.context.get('default_type') != 'lead' or default_team_id.use_leads):
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team_id = default_team_id
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return team_id
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def _get_default_favorite_user_ids(self):
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return [(6, 0, [self.env.uid])]
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name = fields.Char('Sales Channel', required=True, translate=True)
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active = fields.Boolean(default=True, help="If the active field is set to false, it will allow you to hide the sales channel without removing it.")
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company_id = fields.Many2one('res.company', string='Company',
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default=lambda self: self.env['res.company']._company_default_get('crm.team'))
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currency_id = fields.Many2one(
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"res.currency", related='company_id.currency_id',
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string="Currency", readonly=True)
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user_id = fields.Many2one('res.users', string='Channel Leader')
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member_ids = fields.One2many('res.users', 'sale_team_id', string='Channel Members')
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favorite_user_ids = fields.Many2many(
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'res.users', 'team_favorite_user_rel', 'team_id', 'user_id',
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string='Favorite Members',
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default=_get_default_favorite_user_ids)
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is_favorite = fields.Boolean(
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string='Show on dashboard',
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compute='_compute_is_favorite', inverse='_inverse_is_favorite',
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help="Favorite teams to display them in the dashboard and access them easily.")
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reply_to = fields.Char(string='Reply-To',
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help="The email address put in the 'Reply-To' of all emails sent by Flectra about cases in this sales channel")
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color = fields.Integer(string='Color Index', help="The color of the channel")
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team_type = fields.Selection([('sales', 'Sales'), ('website', 'Website')], string='Channel Type', default='sales', required=True,
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help="The type of this channel, it will define the resources this channel uses.")
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dashboard_button_name = fields.Char(string="Dashboard Button", compute='_compute_dashboard_button_name')
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dashboard_graph_data = fields.Text(compute='_compute_dashboard_graph')
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dashboard_graph_type = fields.Selection([
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('line', 'Line'),
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('bar', 'Bar'),
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], string='Type', compute='_compute_dashboard_graph', help='The type of graph this channel will display in the dashboard.')
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dashboard_graph_model = fields.Selection([], string="Content", help='The graph this channel will display in the Dashboard.\n')
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dashboard_graph_group = fields.Selection([
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('day', 'Day'),
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('week', 'Week'),
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('month', 'Month'),
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('user', 'Salesperson'),
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], string='Group by', default='day', help="How this channel's dashboard graph will group the results.")
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dashboard_graph_period = fields.Selection([
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('week', 'Last Week'),
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('month', 'Last Month'),
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('year', 'Last Year'),
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], string='Scale', default='month', help="The time period this channel's dashboard graph will consider.")
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@api.constrains('company_id', 'branch_id')
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def _check_company_branch(self):
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for record in self:
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if record.branch_id and record.company_id and record.company_id != record.branch_id.company_id:
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raise ValidationError(
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_('Configuration Error of Company:\n'
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'The Company (%s) in the Team and '
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'the Company (%s) of Branch must '
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'be the same company!') % (record.company_id.name,
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record.branch_id.company_id.name)
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)
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@api.depends('dashboard_graph_group', 'dashboard_graph_model', 'dashboard_graph_period')
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def _compute_dashboard_graph(self):
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for team in self.filtered('dashboard_graph_model'):
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if team.dashboard_graph_group in (False, 'user') or team.dashboard_graph_period == 'week' and team.dashboard_graph_group != 'day' \
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or team.dashboard_graph_period == 'month' and team.dashboard_graph_group != 'day':
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team.dashboard_graph_type = 'bar'
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else:
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team.dashboard_graph_type = 'line'
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team.dashboard_graph_data = json.dumps(team._get_graph())
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def _compute_is_favorite(self):
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for team in self:
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team.is_favorite = self.env.user in team.favorite_user_ids
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def _inverse_is_favorite(self):
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sudoed_self = self.sudo()
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to_fav = sudoed_self.filtered(lambda team: self.env.user not in team.favorite_user_ids)
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to_fav.write({'favorite_user_ids': [(4, self.env.uid)]})
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(sudoed_self - to_fav).write({'favorite_user_ids': [(3, self.env.uid)]})
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return True
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def _graph_get_dates(self, today):
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""" return a coherent start and end date for the dashboard graph according to the graph settings.
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"""
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if self.dashboard_graph_period == 'week':
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start_date = today - relativedelta(weeks=1)
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elif self.dashboard_graph_period == 'year':
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start_date = today - relativedelta(years=1)
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else:
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start_date = today - relativedelta(months=1)
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# we take the start of the following month/week/day if we group by month/week/day
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# (to avoid having twice the same month/week/day from different years/month/week)
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if self.dashboard_graph_group == 'month':
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start_date = date(start_date.year + start_date.month // 12, start_date.month % 12 + 1, 1)
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# handle period=week, grouping=month for silly managers
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if self.dashboard_graph_period == 'week':
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start_date = today.replace(day=1)
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elif self.dashboard_graph_group == 'week':
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start_date += relativedelta(days=8 - start_date.isocalendar()[2])
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# add a week to make sure no overlapping is possible in case of year period (will display max 52 weeks, avoid case of 53 weeks in a year)
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if self.dashboard_graph_period == 'year':
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start_date += relativedelta(weeks=1)
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else:
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start_date += relativedelta(days=1)
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return [start_date, today]
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def _graph_date_column(self):
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return 'create_date'
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def _graph_x_query(self):
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if self.dashboard_graph_group == 'user':
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return 'user_id'
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elif self.dashboard_graph_group == 'week':
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return 'EXTRACT(WEEK FROM %s)' % self._graph_date_column()
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elif self.dashboard_graph_group == 'month':
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return 'EXTRACT(MONTH FROM %s)' % self._graph_date_column()
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else:
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return 'DATE(%s)' % self._graph_date_column()
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def _graph_y_query(self):
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raise UserError(_('Undefined graph model for Sales Channel: %s') % self.name)
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def _extra_sql_conditions(self):
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return ''
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def _graph_title_and_key(self):
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""" Returns an array containing the appropriate graph title and key respectively.
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The key is for lineCharts, to have the on-hover label.
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"""
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return ['', '']
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def _graph_data(self, start_date, end_date):
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""" return format should be an iterable of dicts that contain {'x_value': ..., 'y_value': ...}
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x_values should either be dates, weeks, months or user_ids depending on the self.dashboard_graph_group value.
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y_values are floats.
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"""
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query = """SELECT %(x_query)s as x_value, %(y_query)s as y_value
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FROM %(table)s
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WHERE team_id = %(team_id)s
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AND DATE(%(date_column)s) >= %(start_date)s
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AND DATE(%(date_column)s) <= %(end_date)s
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%(extra_conditions)s
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GROUP BY x_value;"""
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# apply rules
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if not self.dashboard_graph_model:
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raise UserError(_('Undefined graph model for Sales Channel: %s') % self.name)
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GraphModel = self.env[self.dashboard_graph_model]
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graph_table = GraphModel._table
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extra_conditions = self._extra_sql_conditions()
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where_query = GraphModel._where_calc([])
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GraphModel._apply_ir_rules(where_query, 'read')
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from_clause, where_clause, where_clause_params = where_query.get_sql()
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if where_clause:
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extra_conditions += " AND " + where_clause
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query = query % {
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'x_query': self._graph_x_query(),
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'y_query': self._graph_y_query(),
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'table': graph_table,
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'team_id': "%s",
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'date_column': self._graph_date_column(),
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'start_date': "%s",
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'end_date': "%s",
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'extra_conditions': extra_conditions
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}
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self._cr.execute(query, [self.id, start_date, end_date] + where_clause_params)
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return self.env.cr.dictfetchall()
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def _get_graph(self):
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def get_week_name(start_date, locale):
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""" Generates a week name (string) from a datetime according to the locale:
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E.g.: locale start_date (datetime) return string
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"en_US" November 16th "16-22 Nov"
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"en_US" December 28th "28 Dec-3 Jan"
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"""
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if (start_date + relativedelta(days=6)).month == start_date.month:
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short_name_from = format_date(start_date, 'd', locale=locale)
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else:
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short_name_from = format_date(start_date, 'd MMM', locale=locale)
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short_name_to = format_date(start_date + relativedelta(days=6), 'd MMM', locale=locale)
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return short_name_from + '-' + short_name_to
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self.ensure_one()
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values = []
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today = fields.Date.from_string(fields.Date.context_today(self))
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start_date, end_date = self._graph_get_dates(today)
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graph_data = self._graph_data(start_date, end_date)
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# line graphs and bar graphs require different labels
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if self.dashboard_graph_type == 'line':
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x_field = 'x'
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y_field = 'y'
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else:
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x_field = 'label'
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y_field = 'value'
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# generate all required x_fields and update the y_values where we have data for them
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locale = self._context.get('lang') or 'en_US'
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if self.dashboard_graph_group == 'day':
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for day in range(0, (end_date - start_date).days + 1):
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short_name = format_date(start_date + relativedelta(days=day), 'd MMM', locale=locale)
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values.append({x_field: short_name, y_field: 0})
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for data_item in graph_data:
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index = (datetime.strptime(data_item.get('x_value'), DF).date() - start_date).days
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values[index][y_field] = data_item.get('y_value')
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elif self.dashboard_graph_group == 'week':
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weeks_in_start_year = int(date(start_date.year, 12, 28).isocalendar()[1]) # This date is always in the last week of ISO years
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for week in range(0, (end_date.isocalendar()[1] - start_date.isocalendar()[1]) % weeks_in_start_year + 1):
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short_name = get_week_name(start_date + relativedelta(days=7 * week), locale)
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values.append({x_field: short_name, y_field: 0})
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for data_item in graph_data:
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index = int((data_item.get('x_value') - start_date.isocalendar()[1]) % weeks_in_start_year)
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values[index][y_field] = data_item.get('y_value')
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elif self.dashboard_graph_group == 'month':
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for month in range(0, (end_date.month - start_date.month) % 12 + 1):
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short_name = format_date(start_date + relativedelta(months=month), 'MMM', locale=locale)
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values.append({x_field: short_name, y_field: 0})
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for data_item in graph_data:
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index = int((data_item.get('x_value') - start_date.month) % 12)
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values[index][y_field] = data_item.get('y_value')
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elif self.dashboard_graph_group == 'user':
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for data_item in graph_data:
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values.append({x_field: self.env['res.users'].browse(data_item.get('x_value')).name or _('Not Defined'), y_field: data_item.get('y_value')})
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else:
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for data_item in graph_data:
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values.append({x_field: data_item.get('x_value'), y_field: data_item.get('y_value')})
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[graph_title, graph_key] = self._graph_title_and_key()
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color = '#875A7B' if '+e' in version else '#7c7bad'
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return [{'values': values, 'area': True, 'title': graph_title, 'key': graph_key, 'color': color}]
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def _compute_dashboard_button_name(self):
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""" Sets the adequate dashboard button name depending on the sales channel's options
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"""
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for team in self:
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team.dashboard_button_name = _("Big Pretty Button :)") # placeholder
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def action_primary_channel_button(self):
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""" skeleton function to be overloaded
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It will return the adequate action depending on the sales channel's options
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"""
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return False
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def _onchange_team_type(self):
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""" skeleton function defined here because it'll be called by crm and/or sale
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"""
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self.ensure_one()
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@api.model
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def create(self, values):
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team = super(CrmTeam, self.with_context(mail_create_nosubscribe=True)).create(values)
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if values.get('member_ids'):
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team._add_members_to_favorites()
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return team
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@api.multi
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def write(self, values):
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res = super(CrmTeam, self).write(values)
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if values.get('member_ids'):
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self._add_members_to_favorites()
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return res
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def _add_members_to_favorites(self):
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for team in self:
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team.favorite_user_ids = [(4, member.id) for member in team.member_ids]
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