SHEREEF PT
8 years ago
12 changed files with 462 additions and 0 deletions
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# -*- coding: utf-8 -*- |
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################################################################################### |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Linto CT (<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
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# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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################################################################################### |
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import models |
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# -*- coding: utf-8 -*- |
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################################################################################### |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Linto CT (<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
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# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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################################################################################### |
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{ |
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'name': 'Donut Diagram For Sales', |
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'version': '10.0.1.0.0', |
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'category': 'Sales', |
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'summary': 'Donut Analysis on Salesperson Target.', |
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'description': 'We can analyse the total target and analysis of each salesperson.', |
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'author': 'Cybrosys Techno Solutions', |
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'maintainer': 'Cybrosys Techno Solutions', |
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'company': 'Cybrosys Techno Solutions', |
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'depends': ['crm', 'sale', 'sales_team'], |
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'website': 'https://www.cybrosys.com', |
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'data': [ |
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'views/templates.xml', |
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], |
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'images': ['static/description/banner.jpg'], |
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'license': 'AGPL-3', |
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'application': False, |
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'installable': True, |
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'auto_install': False, |
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} |
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# -*- coding: utf-8 -*- |
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################################################################################### |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Linto CT (<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
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# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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################################################################################### |
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import find_user_target |
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# -*- coding: utf-8 -*- |
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################################################################################### |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Linto CT (<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
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# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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################################################################################### |
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import datetime |
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from odoo import models, fields |
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|
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|
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class CrmTargetAchievement(models.Model): |
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_inherit = 'crm.team' |
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|
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def find_target(self, uid): |
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"""This function will return the target and achievement in a list, |
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based on the user. |
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input: id of the user |
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output: list of dictionary with name and percentage """ |
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cr = self._cr |
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today = datetime.date.today() |
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begning = today.replace(day=1) |
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target = 0 |
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tmp = {} |
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achieved_total = 0 |
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if uid == 1: |
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# admin will see the details of all users |
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# taking all invoices |
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for user in self.env['res.users'].search([]): |
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target += user.target_sales_invoiced |
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cr.execute("select ai.user_id, sum(ai.amount_untaxed) as total from account_invoice ai" |
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" where ai.state in ('open', 'paid') and ai.type='out_invoice' " |
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" and ai.date_invoice >= %s group by ai.user_id", (begning,)) |
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achieved = cr.dictfetchall() |
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for i in achieved: |
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rec = self.env['res.users'].browse(i['user_id']) |
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tmp[rec.name] = i['total'] |
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achieved_total += i['total'] |
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|
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else: |
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# checking wheather this user is team lead or not |
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team = self.env['crm.team'].search([('user_id', '=', self._uid)], limit=1) |
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if team: |
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# this user is team lead |
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members = team.member_ids |
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# taking team member's targets' |
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for member in members: |
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target += member.target_sales_invoiced |
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# taking his target |
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target += self.env.user.target_sales_invoiced |
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ids = members.ids |
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ids.append(self._uid) |
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cr.execute("select ai.user_id, sum(ai.amount_untaxed) as total from account_invoice ai" |
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" where ai.state in ('open', 'paid') and ai.type='out_invoice' " |
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" and ai.user_id in %s and ai.date_invoice >= %s group by ai.user_id", |
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(tuple(ids), begning)) |
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achieved = cr.dictfetchall() |
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|
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for i in achieved: |
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rec = self.env['res.users'].browse(i['user_id']) |
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tmp[rec.name] = i['total'] |
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achieved_total += i['total'] |
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|
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else: |
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# this is just a user, not a team lead |
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target += self.env.user.target_sales_invoiced |
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cr.execute("select sum(amount_untaxed) as total from account_invoice " |
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" where state in ('open', 'paid') and ai.type='out_invoice' " |
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" and date_invoice >= %s and user_id=%s", (begning, self._uid)) |
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invoices = cr.dictfetchall() |
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|
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for i in invoices: |
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tmp[self.env.user.name] = i['total'] |
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achieved_total += i['total'] |
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# checking the achieved amount is greater than target or not |
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target_bal = target - achieved_total |
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result = [] |
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|
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if target_bal < 0: |
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# achieved amount is greater than target |
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for i in tmp: |
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temp = { |
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'name': i + ":" + str(tmp[i]), |
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'percent': round((tmp[i] / target) * 100, 1), |
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} |
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result.append(temp) |
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# taking the difference in target and achieved |
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temp = { |
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'name': 'Target Exceeded ' + ":" + str(-1*target_bal), |
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'percent': round(-1 * (target_bal / target) * 100, 1), |
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} |
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result.append(temp) |
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else: |
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# achieved amount is lesser than or equal to target |
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for i in tmp: |
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temp = { |
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'name': i + ":" + str(tmp[i]), |
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'percent': round((tmp[i] / target) * 100, 1), |
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} |
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result.append(temp) |
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# taking the difference in target and achieved |
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temp = { |
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'name': 'Target Pending ' + ":" + str(target_bal), |
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'percent': round((target_bal / target) * 100, 1), |
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} |
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result.append(temp) |
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|
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return result |
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|
After Width: | Height: | Size: 87 KiB |
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After Width: | Height: | Size: 50 KiB |
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After Width: | Height: | Size: 51 KiB |
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After Width: | Height: | Size: 34 KiB |
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<h2 class="oe_slogan">Donut Diagram For Sales</h2> |
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<h3 class="oe_slogan">Target vs Achievement Analysis With The Help of a Donut Diagram</h3> |
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<h4 class="oe_slogan"><a href="https://www.cybrosys.com">Cybrosys Technologies</a> </h4> |
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</div> |
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<div class="oe_row oe_spaced" style="padding-left:65px;"> |
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<h4>Features:</h4> |
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<div> |
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<span style="color:green;"> ☑ </span> Admin can see total target and achievements of each employee.<br/> |
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<span style="color:green;"> ☑ </span> Team leader can see the performance chart of his team.<br/> |
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<span style="color:green;"> ☑ </span> Each team member can see his own performance chart.<br/> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<div class="oe_picture"> |
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<h3 class="oe_slogan">Overview</h3> |
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<p class="oe_mt32"> |
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The module gives a detailed analysis report of the Invoice target and Achievement of the |
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Individual employee, Team as well as the Organization. The administrator and Team Lead |
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can view their own individual achievements well as Employee/Member wise achievements. |
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The employee can see their individual performance also. Everything is presented as donut |
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chart. |
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</p> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<div> |
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<div class="oe_span12"> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img src="donut-sample-dashboard.png"> |
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</div> |
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</div> |
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<br><br><br> |
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<p>For the perfect working of this module, first, we have to configure targets for the users. If you |
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are using sales teams, you have to configure sales teams and team members first. |
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</p> |
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</div> |
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</div> |
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</section> |
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<div class=""> |
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<p> |
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The administrator can see the total target and achievements of each salesperson in a donut |
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chart. In the chart, you can see the percentage of amount achieved by each user. The amount |
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invoiced by each user will be specified near the chart. |
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</p> |
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<p> |
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The calculation is as follows, first, the system will take the targets of all the users, and then it |
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will consider each employees achievements. You can also see the difference between the total |
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target and total achieved amount. |
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</p> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<div class=""> |
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<p> |
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For the team lead, he will see the total target of his team including the team lead if there are any |
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and the amount achieved by each members including team lead. |
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<p> |
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<p> |
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For the salesperson, he will see his target and the amount invoiced by him. |
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</p> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container oe_dark"> |
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<h2 class="oe_slogan" style="margin-top:20px;" >Need Any Help?</h2> |
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<div class="oe_slogan" style="margin-top:10px !important;"> |
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<div> |
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<a class="btn btn-primary btn-lg mt8" |
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style="color: #FFFFFF !important;border-radius: 0;" href="https://www.cybrosys.com"><i |
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class="fa fa-envelope"></i> Email </a> <a |
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;" |
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href="https://www.cybrosys.com/contact/"><i |
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class="fa fa-phone"></i> Contact Us </a> <a |
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;" |
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href="https://www.cybrosys.com/odoo-customization-and-installation/"><i |
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class="fa fa-check-square"></i> Request Customization </a> |
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</div> |
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<br> |
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<img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block"> |
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<div> |
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<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> |
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<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> |
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<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> |
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<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> |
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<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> |
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</div> |
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</div> |
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</section> |
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.dashboard_donut_chart{ |
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margin-left: 25%; |
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} |
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odoo.define('target_achievement_invoice.dashboard', function (require) { |
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"use strict"; |
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var core = require('web.core'); |
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var CrmDashboard = require('sales_team.dashboard'); |
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var Model = require('web.Model'); |
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var QWeb = core.qweb; |
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CrmDashboard.include({ |
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render: function() { |
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this._super(); |
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var self = this; |
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self.fetch_data().then(function(result) { |
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var sales_dashboard = QWeb.render('sales_team.SalesDashboard', { |
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widget: self, |
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show_demo: self.show_demo, |
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values: result, |
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}); |
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|
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var pie_div = "<div class='dashboard_donut_chart'></div>"; |
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var $pie_div = $(pie_div); |
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|
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var width = 550; |
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var height = 350; |
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var radius = height/2; |
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var color = d3.scale.category10(); |
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// getting data to show
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var uid = self.dataset.context.uid; |
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new Model('crm.team').call('find_target', ['', uid]).done(function (res_data) { |
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console.log("res_data: ", res_data) |
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var dataset = res_data; |
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|
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var pie=d3.layout.pie() |
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.value(function(d){return d.percent}) |
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.sort(null) |
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.padAngle(.03); |
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|
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var w=300,h=300; |
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|
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var outerRadius=w/2; |
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var innerRadius=85; |
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|
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var color = d3.scale.category10(); |
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|
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var arc=d3.svg.arc() |
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.outerRadius(outerRadius) |
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.innerRadius(innerRadius); |
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|
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var svg=d3.select($pie_div[0]) |
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.append("svg") |
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.attr({ |
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width:w+300, |
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height:h, |
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class:'shadow' |
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}).append('g') |
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.attr({ |
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transform:'translate('+w/2+','+h/2+')' |
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}); |
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var path=svg.selectAll('path') |
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.data(pie(dataset)) |
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.enter() |
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.append('path') |
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.attr({ |
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d:arc, |
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fill:function(d,i){ |
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return color(d.data.name); |
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} |
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}); |
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|
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var text=svg.selectAll('text') |
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.data(pie(dataset)) |
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.enter() |
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.append("text") |
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.attr("transform", function (d) { |
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return "translate(" + arc.centroid(d) + ")"; |
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}) |
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.attr("dy", ".4em") |
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.attr("text-anchor", "middle") |
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.text(function(d){ |
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return d.data.percent+"%"; |
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}) |
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.style({ |
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fill:'black', |
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'font-size':'10px', |
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'color':'black' |
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}); |
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var legendRectSize=20; |
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var legendSpacing=7; |
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var legendHeight=legendRectSize+legendSpacing; |
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|
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|
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var legend=svg.selectAll('.legend') |
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.data(color.domain()) |
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.enter() |
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.append('g') |
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.attr({ |
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class:'legend', |
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transform:function(d,i){ |
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//Just a calculation for x and y position
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return 'translate(185,' + ((i*legendHeight)-65) + ')'; |
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} |
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}); |
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legend.append('rect') |
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.attr({ |
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width:legendRectSize, |
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height:legendRectSize, |
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rx:70, |
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ry:20 |
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}) |
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.style({ |
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fill:color, |
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stroke:color |
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}); |
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|
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legend.append('text') |
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.attr({ |
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x:75, |
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y:15 |
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}) |
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.text(function(d){ |
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return d; |
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}).style({ |
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fill:'#929DAF', |
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'font-size':'14px' |
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}); |
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|
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var target = svg.select('target') |
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.data("Target") |
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.enter() |
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.append('g'); |
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|
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var html_string = $pie_div[0].outerHTML; |
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$(html_string).prependTo(self.$el); |
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}); |
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}); |
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return; |
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}, |
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}); |
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|
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}); |
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@ -0,0 +1,11 @@ |
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<?xml version="1.0" encoding="utf-8"?> |
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<openerp> |
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<data> |
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<template id="assets_backend" name="donut_dashboard" inherit_id="web.assets_backend"> |
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<xpath expr="." position="inside"> |
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<script type="text/javascript" src="/target_achievement_invoice/static/src/js/pie_dashboard.js"></script> |
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<link href="/target_achievement_invoice/static/src/css/style.css" rel="stylesheet"/> |
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</xpath> |
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</template> |
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</data> |
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</openerp> |
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Reference in new issue