729 lines
33 KiB
Python
Executable File
729 lines
33 KiB
Python
Executable File
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from odoo import models, fields, api
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from datetime import date
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from decimal import Decimal, ROUND_HALF_UP
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from datetime import date, timedelta,datetime
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from odoo.exceptions import UserError
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class sos_case_diary(models.Model):
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_name = 'sos_case_diary'
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_description = 'Sosaley Case Diary'
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_rec_name="display_name"
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_sql_constraints = [
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('unique_customer_casediary', 'unique(customer_name, quote_no)',
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'A customer with the same quote no already exists!')
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]
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display_name = fields.Char(string='Display Name', compute='_compute_display_name', store=True)
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customer_name = fields.Many2one('sos_customers',string="Customer Name")
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end_customer_name = fields.Char(string="End Customer Name")
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quote_no = fields.Char(string="Quote/W.O No",help="Fill this if the same customer has different work orders.")
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line_ids_contacts = fields.One2many(related="customer_name.line_ids_contacts", string="Contact Details",copy=True)
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customer_city = fields.Char(string="City")
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correspondence_address = fields.Text(string="Correspondence Address",related="customer_name.correspondence_address")
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lead_generated_by = fields.Selection([('Self','Self'),('Inside Sales','Inside Sales'),('Expo Directory','Expo Directory'),('Expo Exhibitors','Expo Exhibitors'),('Associations','Associations'),('Website','Website'),('Linkedin','Linkedin'),('Conference','Conference'),('Others','Others')],string='Lead Generated By')
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lead_generated_by_others = fields.Char(string="Lead Generated By - Others")
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inside_sales_person = fields.Many2one('res.users', string='Inside Sales person')
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sales_person = fields.Many2one(
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'res.users',
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string='Sales Executive',
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default=lambda self: self.env.user,
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domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids + self.env.ref('sos_inventory.sos_sales_sapl_user').ids)])
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currency_id = fields.Many2one(
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'res.currency',
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string='Currency',
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default=lambda self: self.env['res.currency'].search([('name', '=', 'INR')], limit=1).id or False
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)
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account_start_date = fields.Date(string="Account Start Date")
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proposal_value = fields.Monetary(currency_field='currency_id',string="Proposal Value(In Lakhs)")
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quantity = fields.Char(string="Quantity")
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interested_in = fields.Selection(
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[
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('products', 'Products'),
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('projects', 'Projects')
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],
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string="Interested In",required=True,default="products")
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products = fields.Selection(
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[
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('BHMS 1.2V', 'BHMS 1.2V'),
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('BHMS 2V', 'BHMS 2V'),
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('BHMS 12V', 'BHMS 12V'),
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('BHMS 48V', 'BHMS 48V'),
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('BMS-HV', 'BMS-HV'),
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('BMS-LV 100A', 'BMS-LV 100A'),
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('BMS-LV 40A', 'BMS-LV 40A'),
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('SBMS 55A', 'SBMS 55A'),
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('MC 250W', 'MC 250W'),
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('HeartTarang', 'HeartTarang')
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],
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string="Products")
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ce_product_type = fields.Selection(
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[
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('Sales', 'Sales'),
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('Service', 'Service'),
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('Spare', 'Spare'),
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('Cloud', 'Cloud')
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],
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string="Service Type")
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line_ids = fields.One2many('sos_case_diary_line', 'ref_id', string="Action")
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status = fields.Selection([('open', 'Open'),
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('close', 'Closed without Order'),
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('close_order', 'Closed with Order') ],default='open',string='Status')
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spenco_status = fields.Selection([('Suspects','Suspects'),('Prospects','Prospects'),('Engaged','Engaged'),('Negotiation','Negotiation'),('Commercial Order','Commercial Order')],string='Current State',compute='_compute_is_latest',store=True)
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dept_incharge_name = fields.Many2one('res.users', string='Dept-Incharge Approver')
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dept_incharge_approval_image = fields.Image(related="dept_incharge_name.signature_image",string='Top Management Approval',readonly=True)
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dept_incharge_approved_on = fields.Datetime(string="Approved On")
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reporting_to = fields.Many2one('res.users', string='Reporting To')
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transfer_history_ids = fields.One2many('sos_case_transfer_history', 'case_diary_id', string="Transfer History")
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po_no= fields.Char(string="PO No")
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po_copy = fields.Binary(string="PO Copy")
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po_copy_filename=fields.Char(string="PO DocumentFile Name")
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order_expected_on = fields.Date(string="Order Expected On")
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sales_type = fields.Selection(
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[
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('Domestic', 'Domestic'),
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('International', 'International')
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],
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string="Sales Type",default="Domestic")
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project_name= fields.Many2one('sos_projects',string="Project Name")
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country = fields.Many2one(
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'res.country',
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string='Country',
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default=lambda self: self.env['res.country'].search([('code', '=', 'IN')], limit=1)
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)
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is_ce_user_created = fields.Boolean(
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compute='_compute_is_ce_user_created',
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store=True,
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string='Created by Sales User'
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)
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@api.depends('create_uid')
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def _compute_is_ce_user_created(self):
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ce_groups = [
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self.env.ref('sos_inventory.sos_ce_user').id
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]
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for record in self:
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record.is_ce_user_created = any(
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gid in record.create_uid.groups_id.ids for gid in ce_groups
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)
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@api.depends('end_customer_name', 'quote_no')
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def _compute_display_name(self):
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for rec in self:
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end_customer = rec.end_customer_name.strip() if rec.end_customer_name else '-'
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quote = rec.quote_no.strip() if rec.quote_no else '-'
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rec.display_name = f"{end_customer} / {quote}"
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def action_transfer_sales_person(self):
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""" Opens a wizard to transfer sales person """
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return {
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'type': 'ir.actions.act_window',
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'name': 'Transfer Sales Person',
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'res_model': 'sos_case_transfer_wizard',
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'view_mode': 'form',
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'target': 'new',
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'context': {'default_case_diary_id': self.id}
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}
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def _get_financial_year(self):
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current_date = date.today()
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start_year = current_date.year if current_date.month >= 4 else current_date.year - 1
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end_year = start_year + 1
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return f"FY {start_year}-{end_year}"
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@api.model
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def create(self, vals):
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create_uid = vals.get('create_uid', self.env.uid)
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create_user = self.env['res.users'].browse(create_uid)
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vals['reporting_to'] = create_user.reporting_to.id
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return super(sos_case_diary, self).create(vals)
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def action_deptincharge_esign_btn(self):
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fy = self._get_financial_year()
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if not self.line_ids:
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raise UserError("No lines found to process.")
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# Get the last record from line_ids
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last_record = self.line_ids[-1]
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if not last_record.status_changed_on:
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raise UserError("Status changed date is not set on the last line.")
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month_name = last_record.status_changed_on.strftime('%B').lower()
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actual_field = f"actual_target_{month_name}"
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# Get or create the sales achievement record
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sales_achievement = self.env['sos_sales_achievement_report'].search([
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('financial_year', '=', fy),
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('sales_person', '=', last_record.ref_id.sales_person.id)
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], limit=1)
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# Calculate new achieved target
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if sales_achievement:
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current_achieved_target = getattr(sales_achievement, actual_field, 0.0) or 0.0
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new_achieved_target = current_achieved_target + last_record.current_state_value
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sales_achievement.write({actual_field: new_achieved_target})
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ref_id = sales_achievement.id
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proposal_value = last_record.current_state_value
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else:
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new_record = self.env['sos_sales_achievement_report'].create({
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'financial_year': fy,
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'sales_person': last_record.ref_id.sales_person.id,
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actual_field: last_record.current_state_value
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})
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ref_id = new_record.id
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proposal_value = last_record.current_state_value
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# Log brief entry
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current_date = last_record.status_changed_on
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start_year = current_date.year if current_date.month >= 4 else current_date.year - 1
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end_year = start_year + 1
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current_fy = f"FY {start_year}-{end_year}"
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self.env['sos_sales_achievement_report_brief'].create({
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'ref_id': ref_id,
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'financial_year':current_fy,
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'customer_name': self.customer_name.id,
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'action_date': last_record.status_changed_on,
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'proposal_value': proposal_value,
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'po_no':self.po_no
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})
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# Assign signature
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self.env['sos_common_scripts'].action_assign_signature(
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self,
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'dept_incharge_name',
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'dept_incharge_approved_on'
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)
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@api.onchange('customer_name')
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def _onchange_customer_name(self):
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for record in self:
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primary_record = self.env['sos_customers_line'].search(
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[('ref_id', '=', record.customer_name.id),
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('set_as_primary', '=', True)],
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order="id desc",
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limit=1
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)
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record.customer_city = primary_record.ref_id.customer_city
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record.correspondence_address = primary_record.ref_id.correspondence_address
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@api.depends('line_ids')
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def _compute_is_latest(self):
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for record in self:
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latest_record = self.env['sos_case_diary_line'].search(
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[('ref_id', '=', record.id)],
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order="id desc",
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limit=1
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)
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self.spenco_status = latest_record.spenco_status
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if latest_record.spenco_status == "Commercial Order":
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users = self.env['res.users'].browse(self.env.user.id)
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if users.reporting_to:
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reporting_user = self.env['res.users'].browse(users.reporting_to.id)
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reporting_to = reporting_user.login
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if reporting_to:
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# Email part
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body_html = f"""
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<p>Below Commercial Order is waiting for your Acknowledgement</p>
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"""
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subject = f"Commercial Order Received - {self.customer_name.customer_name}"
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sequence_util = self.env['sos_common_scripts']
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sequence_util.send_direct_email(self.env, "sos_case_diary", self.id, reporting_to, subject, body_html)
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def action_report_pipeline_btn(self, sales_person_id=None, from_date=None, to_date=None):
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try:
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domain = [('status', '!=', 'close')]
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if sales_person_id:
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domain.append(('sales_person', '=', sales_person_id))
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if from_date:
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domain.append(('order_expected_on', '>=', from_date))
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if to_date:
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domain.append(('order_expected_on', '<=', to_date))
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records = self.env['sos_case_diary'].search(domain, order="order_expected_on asc")
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if records:
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# Prepare month-year formatted data
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data_by_month = {}
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totals_by_month = {}
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for record in records:
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order_month_year = record.order_expected_on.strftime('%B %Y') # E.g., "May 2025"
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if order_month_year not in data_by_month:
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data_by_month[order_month_year] = []
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totals_by_month[order_month_year] = 0.0
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data_by_month[order_month_year].append({
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'record_id': record.id,
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'quote_no': record.quote_no,
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'customer_name': record.customer_name.customer_name,
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'end_customer_name':record.end_customer_name,
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'customer_city':record.customer_city,
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'sales_person': record.sales_person.name,
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'order_expected_on': record.order_expected_on,
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'proposal_value':record.proposal_value,
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'products':record.products
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})
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totals_by_month[order_month_year] += record.proposal_value or 0.0
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action = self.env.ref("sos_sales.action_report_pipeline").with_context(landscape=True).report_action(
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self, data={'data_by_month': data_by_month,'totals_by_month': totals_by_month,
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'report_generated_on':date.today(),'from_date':from_date,'to_date':to_date}
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)
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return action
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else:
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return {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'message': "No Records Found",
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'type': 'danger',
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'sticky': False
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}
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}
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except ValueError as e:
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print(f"Failed to find report action: {e}")
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def action_report_action_plan_btn(self, sales_person_id=None, from_date=None, to_date=None):
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try:
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domain = []
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if sales_person_id:
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domain.append(('sales_executive', '=', sales_person_id))
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if from_date:
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domain.append(('date', '>=', from_date))
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if to_date:
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domain.append(('date', '<=', to_date))
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records = self.env['sos_sales_action_plan'].search(domain, order="date asc")
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if records:
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return self.env.ref("sos_sales.action_report_action_plan").with_context(landscape=True).report_action(records)
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else:
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return {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'message': "No Records Found",
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'type': 'danger',
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'sticky': False
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}
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}
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except ValueError as e:
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print(f"Failed to find report action: {e}")
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def action_report_spenco_btn(self, sales_person_id=None, from_date=None, to_date=None, customer=None):
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try:
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# Filter records based on sales_person_id if provided
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domain = [('status', '!=', 'close')]
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if customer:
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domain.append(('customer_name', '=', customer.id))
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if sales_person_id:
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domain.append(('sales_person', '=', sales_person_id))
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if to_date:
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domain.append(('line_ids.status_changed_on', '<=', to_date))
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domain.append(('spenco_status', 'not in', ('Suspects', '', False, None)))
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records = self.env['sos_case_diary'].search(domain)
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if records:
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action = self.env.ref("sos_sales.action_report_spenco").with_context(landscape=True).report_action(
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self, data={
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'sales_person_id': sales_person_id,
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'from_date': from_date,
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'to_date': to_date,
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'customer_id': customer.id if customer else None,
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}
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)
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return action
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else:
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return {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'message': "No Records Found",
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'type': 'danger',
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'sticky': False
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}
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}
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except ValueError as e:
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print(f"Failed to find report action: {e}")
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class SosCaseDiaryLine(models.Model):
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_name = 'sos_case_diary_line'
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_description = 'Sosaley Case Diary Actions'
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ref_id = fields.Many2one('sos_case_diary', ondelete="cascade")
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spenco_status = fields.Selection([
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('Suspects', 'Suspects'),
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('Prospects', 'Prospects'),
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('Engaged', 'Engaged'),
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('Negotiation', 'Negotiation'),
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('Commercial Order', 'Commercial Order')
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], string='Status')
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action_plan_date = fields.Date(string="Action Date",required=True)
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currency_id = fields.Many2one(
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'res.currency',
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string='Currency',
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default=lambda self: self.env['res.currency'].search([('name', '=', 'INR')], limit=1).id or False
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)
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current_state_value = fields.Monetary(currency_field='currency_id', string="Value (In Lakhs)")
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action_plan = fields.Text(string="Action Plan")
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action_type = fields.Selection([
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('Meeting', 'Meeting'),
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('Demo', 'Demo'),
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('Discussion', 'Discussion'),
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('Visit', 'Direct Visit'),
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('Negotiation', 'Negotiation'),
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('Validation', 'Validation'),
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('Proposal', 'Proposal'),
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('Email/Call/Video Call', 'Email/Call/Video Call')
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], string='Action Type')
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next_action_date = fields.Date(string="Next Action On")
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status_changed_on = fields.Date(string="Status Changed On")
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notes = fields.Text(string="Remarks")
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@api.model
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def check_expired_status(self):
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today = date.today()
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threshold_date = today - timedelta(days=30)
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records = self.search([
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('status_changed_on', '<=', threshold_date),
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('spenco_status', 'in', ['Prospects', 'Engaged']),
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])
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if records:
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sequence_util = self.env['sos_common_scripts']
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for record in records:
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ref = record.ref_id
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sales_person = ref.sales_person
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if ref and sales_person:
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body_html = f"""
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<p>The SPENCO status of the following case diary has been downgraded due to no activity in past 30 Days.</p>
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"""
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sequence_util.send_direct_email(
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self.env,
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"sos_case_diary",
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ref.id,
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sales_person.login,
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"SPENCO Status Downgrade",
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body_html,
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"ramachandran.r@sosaley.in"
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)
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for rec in records:
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original_status = rec.spenco_status
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if rec.spenco_status == 'Prospects':
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rec.write({'spenco_status': 'Suspects'})
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elif rec.spenco_status == 'Engaged':
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rec.write({'spenco_status': 'Prospects'})
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@api.onchange('spenco_status')
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def _onchange_spenco_status(self):
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if self.spenco_status and self.ref_id:
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domain = [
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('ref_id', '=', self.ref_id.id),
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('spenco_status', '=', self.spenco_status)
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]
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if self.id:
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domain.append(('id', '!=', self.id))
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old_record = self.env['sos_case_diary_line'].search(domain, order="status_changed_on desc", limit=1)
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if old_record and old_record.status_changed_on:
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self.status_changed_on = old_record.status_changed_on
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else:
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self.status_changed_on = fields.Date.today() # Set today's date for the first record
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def write(self, vals):
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if not self.env.context.get('prevent_recursion'):
|
|
result = super(SosCaseDiaryLine, self).write(vals)
|
|
self.with_context(prevent_recursion=True)._update_current_state_values()
|
|
return result
|
|
return super(SosCaseDiaryLine, self).write(vals)
|
|
|
|
def _update_current_state_values(self):
|
|
""" Ensures that the most recent entry keeps its value, and previous entries are set to 0. """
|
|
for record in self:
|
|
lines = self.search([('ref_id', '=', record.ref_id.id)], order='id desc')
|
|
if lines:
|
|
# Keep the most recent entry's value, reset all others
|
|
first_entry = lines[0] # The latest entry retains its value
|
|
for line in lines[1:]:
|
|
line.with_context(prevent_recursion=True).write({'current_state_value': 0.00})
|
|
|
|
@api.model
|
|
def create(self, vals):
|
|
is_first_record = False
|
|
if 'spenco_status' in vals and 'ref_id' in vals:
|
|
last_record = self.env['sos_case_diary_line'].search([
|
|
('ref_id', '=', vals['ref_id'])
|
|
], order="id desc", limit=1)
|
|
if last_record:
|
|
previous_spenco_status = last_record.spenco_status
|
|
previous_state_value = last_record.current_state_value
|
|
else:
|
|
previous_spenco_status = 'Suspects'
|
|
previous_state_value = 0.00
|
|
is_first_record = True
|
|
else:
|
|
previous_spenco_status = 'Suspects'
|
|
previous_state_value = 0.00
|
|
is_first_record = True
|
|
|
|
record = super(SosCaseDiaryLine, self).create(vals)
|
|
if record.spenco_status:
|
|
sales_executive = record.ref_id.sales_person
|
|
action_plan_date = record.action_plan_date
|
|
#week wise
|
|
week_number = record._compute_week_number(action_plan_date)
|
|
record.update_summary(
|
|
previous_spenco_status = previous_spenco_status,
|
|
previous_state_value=previous_state_value,
|
|
action_plan_date=action_plan_date,
|
|
sales_executive=sales_executive,
|
|
field_name='week_number',
|
|
field_value=week_number,
|
|
model_name='sos_spenco_summary_week_wise',
|
|
is_first_record=is_first_record
|
|
)
|
|
#month wise
|
|
month_number = record._compute_month_number(action_plan_date)
|
|
record.update_summary(
|
|
previous_spenco_status = previous_spenco_status,
|
|
previous_state_value=previous_state_value,
|
|
action_plan_date=action_plan_date,
|
|
sales_executive=sales_executive,
|
|
field_name='month_number',
|
|
field_value=month_number,
|
|
model_name='sos_spenco_summary_month_wise',
|
|
is_first_record=is_first_record
|
|
)
|
|
#quarter wise
|
|
quarter_number = record._compute_quarter_number(action_plan_date)
|
|
record.update_summary(
|
|
previous_spenco_status = previous_spenco_status,
|
|
previous_state_value=previous_state_value,
|
|
action_plan_date=action_plan_date,
|
|
sales_executive=sales_executive,
|
|
field_name='quarter_number',
|
|
field_value=quarter_number,
|
|
model_name='sos_spenco_summary_quarter_wise',
|
|
is_first_record=is_first_record
|
|
)
|
|
#year wise
|
|
year_number = record._compute_year_number(action_plan_date)
|
|
record.update_summary(
|
|
previous_spenco_status = previous_spenco_status,
|
|
previous_state_value=previous_state_value,
|
|
action_plan_date=action_plan_date,
|
|
sales_executive=sales_executive,
|
|
field_name='year',
|
|
field_value=year_number,
|
|
model_name='sos_spenco_summary_year_wise',
|
|
is_first_record=is_first_record
|
|
)
|
|
return record
|
|
def _compute_year_number(self,action_plan_date):
|
|
month_number = action_plan_date.strftime('%B')
|
|
month = action_plan_date.month
|
|
year = action_plan_date.year
|
|
year_number = f"{year}-{year + 1}" if month >= 4 else f"{year - 1}-{year}"
|
|
return year_number
|
|
def _compute_quarter_number(self,action_plan_date):
|
|
month_number = action_plan_date.strftime('%B')
|
|
month = action_plan_date.month
|
|
quarter_number = (
|
|
"Q1" if 4 <= month <= 6 else
|
|
"Q2" if 7 <= month <= 9 else
|
|
"Q3" if 10 <= month <= 12 else "Q4"
|
|
)
|
|
return quarter_number
|
|
def _compute_month_number(self,action_plan_date):
|
|
month_number = action_plan_date.strftime('%B')
|
|
return month_number
|
|
def _compute_week_number(self,action_plan_date):
|
|
start_of_week = action_plan_date - timedelta(days=action_plan_date.weekday())
|
|
end_of_week = start_of_week + timedelta(days=5)
|
|
return f"{start_of_week.strftime('%b %d')} - {end_of_week.strftime('%b %d')}"
|
|
def _compute_previous_week_number(self, action_plan_date):
|
|
prev_week_date = action_plan_date - timedelta(days=7)
|
|
start_of_week = prev_week_date - timedelta(days=prev_week_date.weekday())
|
|
end_of_week = start_of_week + timedelta(days=5)
|
|
return f"{start_of_week.strftime('%b %d')} - {end_of_week.strftime('%b %d')}"
|
|
def _compute_previous_month_number(self, action_date):
|
|
prev_month_date = (action_date.replace(day=1) - timedelta(days=1))
|
|
return prev_month_date.strftime('%B')
|
|
|
|
def _compute_previous_quarter_number(self, action_date):
|
|
month = action_date.month
|
|
year = action_date.year
|
|
if 4 <= month <= 6:
|
|
return "Q4"
|
|
elif 7 <= month <= 9:
|
|
return "Q1"
|
|
elif 10 <= month <= 12:
|
|
return "Q2"
|
|
else: # Jan-Mar
|
|
return "Q3"
|
|
|
|
def _compute_previous_year_number(self, action_date):
|
|
month = action_date.month
|
|
year = action_date.year
|
|
return f"{year - 1}-{year}" if month >= 4 else f"{year - 2}-{year - 1}"
|
|
|
|
def update_summary(self, previous_spenco_status, previous_state_value, action_plan_date, sales_executive, field_name, field_value, model_name, is_first_record=False):
|
|
SummaryModel = self.env[model_name]
|
|
current_spenco_status = self.spenco_status
|
|
|
|
def update_all_status(SummaryModel, sales_executive_id, field_name, prev_field_value):
|
|
for all_status in ['Suspects', 'Prospects', 'Engaged', 'Negotiation', 'Commercial Order']:
|
|
status_record = SummaryModel.search([
|
|
('sales_executive', '=', sales_executive_id),
|
|
(field_name, '=', prev_field_value),
|
|
('spenco_status', '=', all_status)
|
|
], limit=1)
|
|
if status_record:
|
|
closing_count_status = (
|
|
(status_record.opening_cases_count or 0)
|
|
- (status_record.downgrade_cases_count or 0)
|
|
- (status_record.upgrade_cases_count or 0)
|
|
+ (status_record.new_cases_count or 0)
|
|
)
|
|
closing_value_status = (
|
|
(status_record.opening_cases_value or 0.0)
|
|
- (status_record.downgrade_cases_value or 0.0)
|
|
- (status_record.upgrade_cases_value or 0.0)
|
|
+ (status_record.new_cases_value or 0.0)
|
|
)
|
|
status_record.write({
|
|
'closing_cases_count': closing_count_status,
|
|
'closing_cases_value': closing_value_status,
|
|
})
|
|
|
|
# Compute previous field value once
|
|
prev_field_value = None
|
|
if field_name == 'week_number':
|
|
prev_field_value = self._compute_previous_week_number(action_plan_date)
|
|
elif field_name == 'month_number':
|
|
prev_field_value = self._compute_previous_month_number(action_plan_date)
|
|
elif field_name == 'quarter_number':
|
|
prev_field_value = self._compute_previous_quarter_number(action_plan_date)
|
|
elif field_name == 'year':
|
|
prev_field_value = self._compute_previous_year_number(action_plan_date)
|
|
|
|
# Update all status closing fields from previous period
|
|
update_all_status(SummaryModel, sales_executive.id, field_name, prev_field_value)
|
|
|
|
def get_or_create_status_record(status):
|
|
record = SummaryModel.search([
|
|
('sales_executive', '=', sales_executive.id),
|
|
(field_name, '=', field_value),
|
|
('spenco_status', '=', status)
|
|
], limit=1)
|
|
if not record:
|
|
old_record = SummaryModel.search([
|
|
('sales_executive', '=', sales_executive.id),
|
|
(field_name, '=', prev_field_value),
|
|
('spenco_status', '=', status)
|
|
], limit=1) if prev_field_value else None
|
|
|
|
vals = {
|
|
'sales_executive': sales_executive.id,
|
|
field_name: field_value,
|
|
'spenco_status': status,
|
|
'entered_date': action_plan_date,
|
|
}
|
|
if old_record:
|
|
closing_count = (
|
|
(old_record.opening_cases_count or 0)
|
|
- (old_record.downgrade_cases_count or 0)
|
|
- (old_record.upgrade_cases_count or 0)
|
|
+ (old_record.new_cases_count or 0)
|
|
)
|
|
closing_value = (
|
|
(old_record.opening_cases_value or 0.0)
|
|
- (old_record.downgrade_cases_value or 0.0)
|
|
- (old_record.upgrade_cases_value or 0.0)
|
|
+ (old_record.new_cases_value or 0.0)
|
|
)
|
|
old_record.write({
|
|
'closing_cases_count': closing_count,
|
|
'closing_cases_value': closing_value,
|
|
})
|
|
vals.update({
|
|
'opening_cases_count': closing_count,
|
|
'opening_cases_value': closing_value,
|
|
})
|
|
|
|
record = SummaryModel.create(vals)
|
|
return record
|
|
|
|
# Now process previous/current statuses
|
|
prev_component = get_or_create_status_record(previous_spenco_status)
|
|
current_component = get_or_create_status_record(current_spenco_status)
|
|
|
|
if is_first_record:
|
|
current_component.write({
|
|
'new_cases_count': max(0, (current_component.new_cases_count or 0)) + 1,
|
|
'new_cases_value': max(0.0, (current_component.new_cases_value or 0.0)) + (self.current_state_value or 0.0),
|
|
})
|
|
return True
|
|
|
|
if previous_spenco_status != current_spenco_status:
|
|
spenco_order = ['Suspects', 'Prospects', 'Engaged', 'Negotiation', 'Commercial Order']
|
|
try:
|
|
prev_index = spenco_order.index(previous_spenco_status)
|
|
curr_index = spenco_order.index(current_spenco_status)
|
|
except ValueError:
|
|
return True # Skip if invalid
|
|
|
|
if curr_index > prev_index:
|
|
# Upgrade
|
|
prev_component.write({
|
|
'upgrade_cases_count': max(0, (prev_component.upgrade_cases_count or 0)) + 1,
|
|
'upgrade_cases_value': max(0.0, (prev_component.upgrade_cases_value or 0.0)) + (previous_state_value or 0.0),
|
|
})
|
|
current_component.write({
|
|
'new_cases_count': max(0, (current_component.new_cases_count or 0)) + 1,
|
|
'new_cases_value': max(0.0, (current_component.new_cases_value or 0.0)) + (self.current_state_value or 0.0),
|
|
})
|
|
elif curr_index < prev_index:
|
|
# Downgrade
|
|
prev_component.write({
|
|
'downgrade_cases_count': max(0, (prev_component.downgrade_cases_count or 0)) + 1,
|
|
'downgrade_cases_value': max(0.0, (prev_component.downgrade_cases_value or 0.0)) + (previous_state_value or 0.0),
|
|
})
|
|
current_component.write({
|
|
'new_cases_count': max(0, (current_component.new_cases_count or 0)) + 1,
|
|
'new_cases_value': max(0.0, (current_component.new_cases_value or 0.0)) + (self.current_state_value or 0.0),
|
|
})
|
|
|
|
return True
|
|
|
|
|
|
class SosCaseTransferHistory(models.Model):
|
|
_name = 'sos_case_transfer_history'
|
|
_description = 'Case Transfer History'
|
|
_order = 'id desc'
|
|
|
|
case_diary_id = fields.Many2one('sos_case_diary', string="Case Diary", required=True, ondelete='cascade')
|
|
previous_sales_person = fields.Many2one('res.users', string="Transferred From", readonly=True)
|
|
new_sales_person = fields.Many2one('res.users', string="Transferred To", readonly=True)
|
|
transfer_date = fields.Datetime(string="Transfer Date", default=fields.Datetime.now, readonly=True)
|
|
status = fields.Text(string="Status")
|
|
top_management_name = fields.Many2one('res.users', string='Top Management Approver')
|
|
top_management_approval_image = fields.Image(related="top_management_name.signature_image",string='Top Management Approval',readonly=True)
|
|
top_management_approved_on = fields.Datetime(string="Approved On")
|
|
def action_top_esign_btn(self):
|
|
self.status = "Approved"
|
|
self.case_diary_id.sales_person = self.new_sales_person
|
|
self.case_diary_id.customer_name.responsible = self.new_sales_person #Customers change
|
|
sequence_util = self.env['sos_common_scripts']
|
|
sequence_util.action_assign_signature(
|
|
self,
|
|
'top_management_name',
|
|
'top_management_approved_on',
|
|
'sos_inventory.sos_management_user'
|
|
)
|
|
return {'type': 'ir.actions.act_window_close'}
|
|
|