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139 lines
6.6 KiB
139 lines
6.6 KiB
# -*- coding: utf-8 -*-
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#############################################################################
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#
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# Cybrosys Technologies Pvt. Ltd.
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#
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# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
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#
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# You can modify it under the terms of the GNU LESSER
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# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
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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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
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#
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
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# (LGPL v3) along with this program.
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# If not, see <http://www.gnu.org/licenses/>.
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#
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#############################################################################
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from odoo import api, fields, models
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class TargetAchieve(models.Model):
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"""Target Achieve class to set the target and compute its achievement
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based on the span given for the CRM Team member and their Team"""
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_name = 'target.achieve'
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_inherit = ['mail.thread', 'mail.activity.mixin']
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_description = 'Target Achieve'
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name = fields.Char(string='Name',
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help="Auto created name which is a combination"
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" of Salesperson, timespan and team name.")
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sale_user_id = fields.Many2one('crm.team.member',
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string="Salesperson", required=True,
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tracking=True,
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help="Team member to whom the target is set")
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user_target = fields.Float('Salesperson Target', required=True,
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tracking=True,
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help="Value for the personal target to reach.",
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copy=False)
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time_span = fields.Selection(
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[('daily', 'Daily'),
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('monthly', 'Monthly'),
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('yearly', 'Yearly')], string='Time Span', default='monthly',
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required=True, tracking=True,
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help="The target can be set Daily/Monthly/Yearly with this field.")
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team_id = fields.Many2one('crm.team',
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related='sale_user_id.crm_team_id',
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string="Sales Team",
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help="Sales Team in which the user is a member.",
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store=True)
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team_target = fields.Float(string="Team Target",
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compute='_compute_team_target',
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help="Auto calculated value of Sales team.")
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person_achieved_amt = fields.Float(string='Person Achieved Amount',
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compute_sudo=True,
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help="Auto calculated value taken from"
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"sale orders for each Salesperson.",
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compute='_compute_achieved_amt')
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team_achieved_amt = fields.Float(string='Team Achieved Amount',
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store=True,
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compute_sudo=True,
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help="Auto calculated value taken from"
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"sale orders for each sales team.",
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compute='_compute_achieved_amt')
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currency_id = fields.Many2one('res.currency',
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string='Currency',
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default=lambda self:
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self.env.company.currency_id,
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help="Company currency field to show the"
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" monetary field.")
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_sql_constraints = [
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('unique_combination', 'unique (name)',
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"Similar Target for the same member already exists."),
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('check_user_target',
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'CHECK(user_target > 0.0)',
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"The Salesperson Target cannot be zero.",),
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]
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@api.depends('sale_user_id', 'user_target')
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def _compute_team_target(self):
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"""For every change in Salesperson and Target set, the Sales Team
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Target is re-calculated and made visible in Sales Team view"""
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for rec in self:
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for team in self.env['crm.team'].browse(rec.team_id.id):
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team.default_get('team_id')
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rec.team_target = rec.team_target + rec.user_target
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def name_get(self):
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"""Set the rec_name so that the similar kind of Target setting
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can be avoided"""
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result = []
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for record in self:
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record.name = record.sale_user_id.name + ':' + \
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record.time_span + ':' + record.team_id.name
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result.append((record.id, record.name))
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return result
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@api.depends('sale_user_id', 'time_span', 'team_id')
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def _compute_achieved_amt(self):
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"""Compute the Achieved sales amount for Member and Sales Team
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separately based on the span selected"""
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for rec in self:
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rec.person_achieved_amt = rec.team_achieved_amt = 0.0
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if rec.time_span == 'daily':
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daily_so = self.env['sale.order'].search(
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[('state', '=', 'sale')]).filtered(
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lambda x: x.date_order.date() == fields.Date.today())
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orders = daily_so
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elif rec.time_span == 'monthly':
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monthly_so = self.env['sale.order'].search(
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[('state', '=', 'sale')]).filtered(
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lambda x: x.date_order.date().month == fields.Date.today().
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month).filtered(
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lambda x: x.date_order.date(
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).year == fields.Date.today().year)
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orders = monthly_so
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else:
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yearly_so = self.env['sale.order'].search(
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[('state', '=', 'sale')]).filtered(
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lambda x: x.date_order.date(
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).year == fields.Date.today().year)
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orders = yearly_so
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for order in orders:
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if order.user_id.id == rec.sale_user_id.user_id.id:
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rec.person_achieved_amt = \
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rec.person_achieved_amt + order.amount_total
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if order.team_id.id == rec.team_id.id:
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rec.team_achieved_amt = \
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rec.team_achieved_amt + order.amount_total
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@api.ondelete(at_uninstall=False)
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def delete_record(self):
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""" Deletion of a record must reset the Sales Team target"""
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for record in self:
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record.team_id.update({
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'team_target': record.team_id.team_target - record.user_target})
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