[ADD]Initial Commit

sales_team_parent/__init__.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Technologies(<http://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import models

sales_team_parent/__manifest__.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Technologies(<http://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+{
+    'name': 'Parent Team & Targets',
+    'version': '10.0.1.0.0',
+    'category': 'Sales',
+    'summary': 'Sales Team Targets and Parent Teams',
+    'author': 'Cybrosys Techno Solutions',
+    'company': 'Cybrosys Techno Solutions',
+    'website': 'http://www.cybrosys.com',
+    'depends': ['crm', 'sale'],
+    'images': ['static/description/banner.jpg'],
+    'data': [
+        'views/parent_team.xml',
+        'views/sales_man_target.xml',
+        'views/sales_team_target.xml',
+        'security/ir.model.access.csv',
+    ],
+    'installable': True,
+    'auto_install': False,
+}

sales_team_parent/models/__init__.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Technologies(<http://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import crm_target
+import crm_target_team

sales_team_parent/models/crm_target.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Technologies(<http://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from datetime import datetime
+from dateutil import relativedelta
+from odoo import models, fields, api
+from odoo.tools.translate import _
+
+
+class CrmTeam(models.Model):
+    _name = "crm.target"
+
+    def get_currency(self):
+        return self.env.user.company_id.currency_id.id
+
+    name = fields.Char(string='Name', required=True)
+    user_id = fields.Many2one('res.users', 'Sales Person', required=True)
+    sales_team = fields.Many2one('crm.team', string='Sales Team')
+    target_amount = fields.Float('Target')
+    date_from = fields.Date("Starting date", required=True)
+    date_to = fields.Date("Ending date", required=True)
+    duration = fields.Integer(default=1)
+    currency_id = fields.Many2one('res.currency', store=True, string='Currency', readonly=True, default=lambda self: self.get_currency())
+
+    @api.onchange('user_id')
+    def onchange_salesman(self):
+        team_ids = self.env['crm.team'].search([])
+        dates = fields.Date
+
+        for team_id in team_ids:
+            for member_id in team_id.member_ids:
+                if self.user_id == member_id:
+                    self.sales_team = team_id.id
+
+    @api.onchange('date_from', 'date_to')
+    def get_duration(self):
+        if self.date_from and self.date_to:
+            r = relativedelta.relativedelta(datetime.strptime(self.date_to, "%Y-%m-%d"), datetime.strptime(self.date_from, "%Y-%m-%d"))
+
+            t_day = datetime.strptime(self.date_to, "%Y-%m-%d").day
+            t_month = datetime.strptime(self.date_to, "%Y-%m-%d").month
+            t_year = datetime.strptime(self.date_to, "%Y-%m-%d").year
+
+            f_day = datetime.strptime(self.date_from, "%Y-%m-%d").day
+            f_month = datetime.strptime(self.date_from, "%Y-%m-%d").month
+            f_year = datetime.strptime(self.date_from, "%Y-%m-%d").year
+            if t_year < f_year:
+                self.date_from = None
+                self.date_to = None
+                return {
+                    'warning': {
+                        'title': _('Warning!'),
+                        'message': _('Please check the date'),
+                    }
+                }
+            elif t_year == f_year and t_month < f_month:
+                self.date_to = None
+                self.date_from = None
+                return {
+                    'warning': {
+                        'title': _('Warning!'),
+                        'message': _('Please check the date'),
+                    }
+                }
+            elif t_year == f_year and t_month == f_month and t_day < f_day:
+                self.date_to = None
+                self.date_from = None
+                return {
+                    'warning': {
+                        'title': _('Warning!'),
+                        'message': _('Please check the date'),
+                    }
+                }
+            self.duration = r.months if r.months > 0 else 1
+
+    def action_your_target(self):
+        tree_res = self.env['ir.model.data'].get_object_reference('sales_team_parent', 'sales_target_tree_view')
+        x = self.env['ir.model.data'].get_object_reference('sales_team_parent', 'action_crm_sales_target_act')
+
+        tree_id = tree_res and tree_res[1] or False
+        form_res = self.env['ir.model.data'].get_object_reference('sales_team_parent', 'sales_target_form_view')
+        form_id = form_res and form_res[1] or False
+
+        user_obj = self.env['res.users']
+
+        u_id = user_obj.browse([self._uid])
+        obj_target = self.env['crm.target'].search([])
+
+        if u_id.has_group('sales_team.group_sale_salesman_all_leads') and u_id.has_group(
+                    'sales_team.group_sale_salesman') and u_id.has_group('sales_team.group_sale_manager'):
+            obj_target_list = obj_target.ids
+
+        else:
+            obj_target_list = []
+            if obj_target:
+                for obj in obj_target.ids:
+                    print obj
+                    if self.env['crm.target'].browse([obj]).user_id.id == self._uid:
+                        obj_target_list.append(obj)
+
+        return {
+            'model': 'ir.actions.act_window',
+            'name': 'Target',
+            'type': 'ir.actions.act_window',
+            'view_type': 'form',
+            'view_mode': 'form,tree',
+            'res_model': 'crm.target',
+            'views': [(tree_id, 'tree'), (form_id, 'form')],
+            'domain': [('id', 'in', obj_target_list)],
+            'id': x[1],
+        }
+
+

sales_team_parent/models/crm_target_team.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2017-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Cybrosys Technologies(<http://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from odoo import models, fields, api
+
+
+class CrmTeam(models.Model):
+    _inherit = 'crm.team'
+
+    def get_currency(self):
+        return self.env.user.company_id.currency_id.id
+
+    team_target = fields.Float(string='Team Target', compute="compute_team_target")
+    parent_team = fields.Many2one('crm.team', string='Parent Team', copy=False)
+    currency_id = fields.Many2one('res.currency', store=True, string='Currency', readonly=True, default=lambda self: self.get_currency())
+
+    @api.one
+    def compute_team_target(self):
+        total = 0
+        childs = self.get_childs(self.id)
+        childs += self
+        for team in childs:
+            for member_id in team.member_ids:
+                target = team.env['crm.target'].search([('user_id', '=', member_id.id)])
+                if target:
+                    for t in target:
+                        total += t.target_amount
+
+            team.team_target = total
+        return
+
+    def get_childs(self, team_id):
+        child_teams = self.search([('parent_team.id', '=', team_id)])
+        if child_teams:
+            for team in child_teams:
+                child_teams += self.get_childs(team.id)
+        return child_teams
+
+

sales_team_parent/security/ir.model.access.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_crm_target_sale_salesman,crm.target,model_crm_target,sales_team.group_sale_salesman_all_leads,1,0,0,0
+access_crm_target_sale_manager,crm.target.manager,model_crm_target,sales_team.group_sale_salesman,1,0,0,0

sales_team_parent/static/description/index.html

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+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <h2 class="oe_slogan">Parent Team</h2>
+        <h3 class="oe_slogan">..Parent Team and Targets..</h3>
+        <h4 class="oe_slogan">Cybrosys Technologies , www.cybrosys.com</h4>
+        <div>
+            <p class='oe_mt32' style="text-align: center;">
+            This module by Cybrosys Technologies introduces the parent team - child team concept. We can also assign
+                targets to each salesperson.
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <h2 style="color:#875A7B;">Features</h2>
+        <div class="oe_span6 text-justify oe_mt32">
+            <p class="oe_mb32" style="margin-left:48px;">
+            &#x261B; Create parent team or child team for an existing sales team.
+            </p>
+            <p class="oe_mb32" style="margin-left:48px;">
+            &#x261B; Admin can assign targets to salesperson.
+            </p>
+            <p class="oe_mb32" style="margin-left:48px;">
+            &#x261B; View team target.
+            </p>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <div class="oe_span12">
+            <h3 class="oe_slogan">Create parent team.</h3>
+            <div class="oe_demo oe_screenshot">
+            	<img src="parent-team.png">
+            </div>
+            <p class="oe_mt32" style="margin-left:48px;">
+            Go to Sales -> Configuration -> Sales Team.  Select a team and assign a parent for that team. The parent-child relation
+                between sales teams will be useful in many situations. For example, the leader of parent team has power over it's child teams.
+                The parent team leader will be able to access his child team's targets.
+            </p>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <div class="oe_span12">
+            <h3 class="oe_slogan">Assign target to salesperson.</h3>
+            <div class="oe_demo oe_screenshot">
+            	<img src="salesman-target.png">
+            </div>
+            <p class="oe_mt32" style="margin-left:48px;">
+            Go to Sales -> Configuration -> Salesman Target and assign targets to salesperson. Only administrator can
+                assign targets. Salesperson can view his targets only.
+                Head of sale can view all the targets of his team members and admin can see all the targets. </p>
+            <p class="oe_mt32" style="margin-left:48px;">
+                    We can assign time duration for each target. When we enter the starting date and ending date of a target,
+                if it is not valid, the system will take care of it and informs us. The targets will always be in company currency.
+            </p>
+        </div>
+    </div>
+</section>
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <div class="oe_span12">
+            <h3 class="oe_slogan">Team target.</h3>
+            <div class="oe_demo oe_screenshot">
+            	<img src="team-target.png">
+            </div>
+            <p class="oe_mt32" style="margin-left:48px;">
+            The total team target will be the sum of targets of it's members and it's child teams.
+            </p>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark" style="padding-top: 153px;">
+    <h2 class="oe_slogan" style="margin-top:20px;" >Need Any Help?</h2>
+		<div class="oe_slogan" style="margin-top:10px !important;">
+            <div>
+				<a  class="btn btn-primary btn-lg mt8"
+				style="color: #FFFFFF !important;border-radius: 0;" href="http://www.cybrosys.com"><i
+				class="fa fa-envelope"></i> Email </a> <a
+				class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
+				href="http://www.cybrosys.com/contact/"><i
+				class="fa fa-phone"></i> Contact Us </a> <a
+				class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
+				href="http://www.cybrosys.com/odoo-customization-and-installation/"><i
+				class="fa fa-check-square"></i> Request Customization </a>
+	        </div>
+            <br>
+		    <img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block">
+            <div>
+			  <a href="https://twitter.com/cybrosys" target="_blank"><i class="fa fa-2x fa-twitter" style="color:white;background: #00a0d1;width:35px;"></i></a></td>
+              <a href="https://www.linkedin.com/company/cybrosys-technologies-pvt-ltd" target="_blank"><i class="fa fa-2x fa-linkedin" style="color:white;background: #31a3d6;width:35px;padding-left: 3px;"></i></a></td>
+              <a href="https://www.facebook.com/cybrosystechnologies" target="_blank"><i class="fa fa-2x fa-facebook" style="color:white;background: #3b5998;width:35px;padding-left: 8px;"></i></a></td>
+              <a href="https://plus.google.com/106641282743045431892/about" target="_blank"><i class="fa fa-2x fa-google-plus" style="color:white;background: #c53c2c;width:35px;padding-left: 3px;"></i></a></td>
+              <a href="https://in.pinterest.com/cybrosys" target="_blank"><i class="fa fa-2x fa-pinterest" style="color:white;background: #ac0f18;width:35px;padding-left: 3px;"></i></a></td>
+            </div>
+		</div>
+</section>

sales_team_parent/views/parent_team.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record model="ir.ui.view" id="sales_team_form_view_extended">
+            <field name="name">crm.team.form</field>
+            <field name="model">crm.team</field>
+            <field name="inherit_id" ref="sales_team.crm_team_view_form"/>
+            <field name="arch" type="xml">
+                <xpath expr="//group[1]/group[2]" position="inside">
+                    <field name="parent_team"/>
+                </xpath>
+            </field>
+        </record>
+
+    </data>
+</odoo>

sales_team_parent/views/sales_man_target.xml

@@ -0,0 +1,76 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record model="ir.ui.view" id="sales_target_form_view">
+            <field name="name">crm.target.form</field>
+            <field name="model">crm.target</field>
+            <field name="arch" type="xml">
+                <form string="Targets">
+                    <sheet>
+                        <div class="oe_title">
+                           <label for="name" string="Name" />
+                            <h1>
+                                <field name="name"/>
+                            </h1>
+                        </div>
+                        <group>
+                            <group>
+                                <field name="user_id"/>
+                                <field name="sales_team"/>
+                            </group>
+                            <group>
+                                <field name="date_from"/>
+                                <field name="date_to"/>
+                                <field name="duration" invisible="1"/>
+                                <field name="currency_id" invisible="1"/>
+                            </group>
+                        </group>
+                        <group>
+                            <group>
+                                <field name="target_amount" class="oe_inline" widget='monetary' options="{'currency_field': 'currency_id'}"/>
+                            </group>
+                        </group>
+                    </sheet>
+                </form>
+            </field>
+        </record>
+
+        <record model="ir.ui.view" id="sales_target_tree_view">
+            <field name="name">crm.target.tree</field>
+            <field name="model">crm.target</field>
+            <field name="arch" type="xml">
+                <tree>
+                    <field name="name"/>
+                    <field name="user_id"/>
+                    <field name="sales_team"/>
+                    <field name="target_amount" widget='monetary' options="{'currency_field': 'currency_id'}"/>
+                    <field name="date_from"/>
+                    <field name="date_to"/>
+                </tree>
+            </field>
+        </record>
+
+
+        <record id="action_crm_sales_target_act" model="ir.actions.act_window">
+            <field name="name">Target</field>
+            <field name="res_model">crm.target</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+
+        </record>
+
+        <record id="action_crm_sales_target" model="ir.actions.server">
+            <field name="name">Targets</field>
+            <field name="type">ir.actions.server</field>
+            <field name="res_model">crm.target</field>
+            <field name="model_id" ref="model_crm_target"/>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+            <field name="state">code</field>
+            <field name="code">action = model.action_your_target()</field>
+        </record>
+
+        <menuitem name="Target" id="main_menu_target" parent="sales_team.menu_base_partner" sequence="101" />
+        <menuitem name="Salesman Target" id="menu_crm_target" parent="main_menu_target" action="action_crm_sales_target"/>
+    </data>
+</odoo>

sales_team_parent/views/sales_team_target.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record model="ir.ui.view" id="sales_team_target_form_view">
+            <field name="name">crm.team.target.form</field>
+            <field name="model">crm.team</field>
+            <field name="inherit_id" ref="sales_team.crm_team_view_form"/>
+            <field name="arch" type="xml">
+                <xpath expr="//group[1]/group[2]" position="inside">
+                    <field name="currency_id" invisible="1"/>
+                    <field name="team_target" widget='monetary' options="{'currency_field': 'currency_id'}"/>
+                </xpath>
+            </field>
+        </record>
+    </data>
+</odoo>