Green_GoodERP18_FSJ_Standard/gooderp18/better/good_crm/models/crm.py

from odoo import api, fields, models

# 状态可选值
LEAD_STATES = [
    ('todo', '新建'),
    ('doing', '正在进行'),
    ('done', '已完成'),
    ('cancel', '无效'),
]


class Lead(models.Model):
    _name = 'lead'
    _description = '线索'

    name = fields.Char('名称', required=True)
    note = fields.Text('描述')
    customer_name = fields.Char('客户公司名称')
    contact = fields.Char('联系人信息')
    state = fields.Selection(LEAD_STATES, '状态', default='todo')
    channel_id = fields.Many2one('core.value', '渠道',
                                 ondelete='restrict',
                                 domain=[('type', '=', 'channel')])
    source = fields.Char('来源')
    track_date = fields.Date('跟进日期')
    track_result = fields.Text('跟进结果')

    def new_opp(self):
        """创建商机"""
        return {
            'name': "创建商机",
            'res_model': 'opportunity',
            'type': 'ir.actions.act_window',
            'view_mode': 'form',
            'context': {'default_name': self.name,
                        'default_lead_id': self.id,
                        'default_note': '%s %s %s' % (self.customer_name,
                                                      self.contact,
                                                      self.note)}
        }

    def set_cancel(self):
        """线索无效"""
        for lead in self:
            lead.write({'state': 'cancel'})
        return


class Opportunity(models.Model):
    _name = 'opportunity'
    _inherits = {'task': 'task_id'}
    _inherit = ['mail.thread']
    _order = 'planned_revenue desc, priority desc, id'
    _description = '商机'

    @api.model
    def _select_objects(self):
        records = self.env['opportunity'].search([])
        models = self.env['ir.model'].sudo().search(
            [('model', 'in', [record.name for record in records])])
        return [(model.model, model.name) for model in models]

    @api.depends('line_ids.price', 'line_ids.quantity')
    def _compute_total_amount(self):
        """
        计算报价总额
        :return:
        """
        for s in self:
            s.total_amount = sum(
                line.price * line.quantity for line in s.line_ids)

    # @api.model
    # def _read_group_status_ids(self):
    #     """看板或列表视图上分组时显示所有阶段（即使该阶段没有记录）"""
    #     status_ids = self.env['task.status'].search([('project_type_id', '=', False)])
    #     return status_ids

    @api.model
    def _default_status(self):
        """创建商机时，阶段默认为todo状态的阶段，即 新建"""
        return self.task_id._default_status()

    task_id = fields.Many2one('task',
                              '任务',
                              ondelete='cascade',
                              required=True)
    planned_revenue = fields.Float('预期收益', tracking=True)
    ref = fields.Reference(string='相关记录',
                           selection='_select_objects')
    company_id = fields.Many2one(
        'res.company',
        string='公司',
        change_default=True,
        default=lambda self: self.env.company)
    partner_id = fields.Many2one(
        'partner',
        '客户',
        ondelete='restrict',
        help='待签约合同的客户',
    )
    date = fields.Date('预计采购时间', tracking=True)
    line_ids = fields.One2many(
        'goods.quotation',
        'opportunity_id',
        string='商品报价',
        copy=True,
    )
    total_amount = fields.Float(
        '报价总额',
        tracking=True,
        compute='_compute_total_amount',
    )
    success_reason_id = fields.Many2one(
        'core.value',
        '成败原因',
        ondelete='restrict',
        domain=[('type', '=', 'success_reason')],
        context={'type': 'success_reason'},
        help='成败原因分析',
    )

    lead_id = fields.Many2one('lead', '线索')

    channel_id = fields.Many2one('core.value', related='lead_id.channel_id')

    source = fields.Char('来源', related='lead_id.source')

    status = fields.Many2one(
        'task.status',
        string='状态',
        # group_expand='_read_group_status_ids',
        default=_default_status,
        tracking=True,
        ondelete='restrict',
        domain="[('project_type_id', '=', False)]",
    )

    def assign_to_me(self):
        """继承任务 指派给自己，将商机指派给自己，并修改状态"""
        for o in self:
            o.task_id.assign_to_me()

    def write(self, vals):
        if vals.get('status'):
            for s in self:
                s.lead_id.state = s.status.state
        return super().write(vals)

    @api.model_create_multi
    def create(self, vals_list):
        ret = super().create(vals_list)
        for s in ret:
            s.lead_id.state = 'doing'
        return ret

    def action_create_sell_order(self):
        line_ids = []
        for line in self.line_ids:
            newline = {'goods_id': line.goods_id.id, 'quantity': line.quantity, 'price_taxed': line.price}
            line_ids.append((0, 0, newline))
        date = fields.Date.context_today(self)
        res = self.env['sell.order'].create({
            'opportunity_id': self.id,
            'partner_id': self.partner_id.id,
            'date': date,
            'delivery_date': date,
            'warehouse_id': self.env['warehouse'].search([('type', '=', 'stock')], order='id', limit=1).id,
            'type': 'sell',
            'line_ids': line_ids
        })
        self.status = self.env['task.status'].search([('state', '=', 'done')])
        action = {
            "type": "ir.actions.act_window",
            "view_mode": "form",
            "res_model": "sell.order",
            "res_id": res.id
        }
        return action


class SellOrder(models.Model):
    _inherit = 'sell.order'

    opportunity_id = fields.Many2one('opportunity',
                                     ondelete='restrict',
                                     string='商机',
                                     domain="[('partner_id', '=', partner_id)]")


class GoodsQuotation(models.Model):
    _name = 'goods.quotation'
    _description = '商品报价'

    opportunity_id = fields.Many2one('opportunity',
                                     '商机',
                                     index=True,
                                     required=True,
                                     ondelete='cascade',
                                     help='关联的商机')
    goods_id = fields.Many2one('goods',
                               '商品',
                               ondelete='restrict',
                               help='商品')
    quantity = fields.Float('数量',
                            default=1,
                            digits='数量',
                            help='数量')
    price = fields.Float('单价',
                         required=True,
                         digits='价格',
                         help='商品报价')
    note = fields.Char('描述',
                       help='商品描述')


class Timeline(models.Model):
    _inherit = 'timeline'

    @api.model_create_multi
    def create(self, vals_list):
        """创建工作记录时，更新对应task的status等字段"""
        res = super(Timeline, self).create(vals_list)
        for vals in vals_list:
            set_status = vals.get('set_status')
            task_id = vals.get('task_id')
            next_action = vals.get('next_action')
            next_datetime = vals.get('next_datetime')
            user_id = vals.get('user_id')
            task = self.with_user(2).env['opportunity'].search([('task_id', '=', task_id)])
            if set_status:
                task.write({'status': set_status})
            if next_action:
                task.write({'next_action': next_action})
            if next_datetime:
                task.write({'next_datetime': next_datetime})
            if user_id:
                task.write({'user_id': user_id})
        return res