def compute_kpis(self, company, user):
""" Compute KPIs to display in the digest template. It is expected to be
a list of KPIs, each containing values for 3 columns display.
:return list: result [{
'kpi_name': 'kpi_mail_message',
'kpi_fullname': 'Messages', # translated
'kpi_action': 'crm.crm_lead_action_pipeline', # xml id of an action to execute
'kpi_col1': {
'value': '12.0',
'margin': 32.36,
'col_subtitle': 'Yesterday', # translated
},
'kpi_col2': { ... },
'kpi_col3': { ... },
}, { ... }] """
self.ensure_one()
digest_fields = self._get_kpi_fields()
invalid_fields = []
kpis = [
dict(kpi_name=field_name,
kpi_fullname=self.env['ir.model.fields']._get(self._name, field_name).field_description,
kpi_action=False,
kpi_col1=dict(),
kpi_col2=dict(),
kpi_col3=dict(),
)
for field_name in digest_fields
]
kpis_actions = self._compute_kpis_actions(company, user)
for col_index, (tf_name, tf) in enumerate(self._compute_timeframes(company)):
digest = self.with_context(start_date=tf[0][0], end_date=tf[0][1]).with_user(user).with_company(company)
previous_digest = self.with_context(start_date=tf[1][0], end_date=tf[1][1]).with_user(user).with_company(company)
for index, field_name in enumerate(digest_fields):
kpi_values = kpis[index]
kpi_values['kpi_action'] = kpis_actions.get(field_name)
try:
compute_value = digest[field_name + '_value']
# Context start and end date is different each time so invalidate to recompute.
digest.invalidate_cache([field_name + '_value'])
previous_value = previous_digest[field_name + '_value']
# Context start and end date is different each time so invalidate to recompute.
previous_digest.invalidate_cache([field_name + '_value'])
except AccessError: # no access rights -> just skip that digest details from that user's digest email
invalid_fields.append(field_name)
continue
margin = self._get_margin_value(compute_value, previous_value)
if self._fields['%s_value' % field_name].type == 'monetary':
converted_amount = tools.format_decimalized_amount(compute_value)
compute_value = self._format_currency_amount(converted_amount, company.currency_id)
kpi_values['kpi_col%s' % (col_index + 1)].update({
'value': compute_value,
'margin': margin,
'col_subtitle': tf_name,
})
# filter failed KPIs
return [kpi for kpi in kpis if kpi['kpi_name'] not in invalid_fields]
def _prepare_statistics_email_values(self):
self.ensure_one()
values = super(MassMailing, self)._prepare_statistics_email_values()
if not self.user_id:
return values
self_with_company = self.with_company(self.user_id.company_id)
currency = self.user_id.company_id.currency_id
formated_amount = tools.format_decimalized_amount(self_with_company.sale_invoiced_amount, currency)
values['kpi_data'][1]['kpi_col2'] = {
'value': self.sale_quotation_count,
'col_subtitle': _('QUOTATIONS'),
}
values['kpi_data'][1]['kpi_col3'] = {
'value': formated_amount,
'col_subtitle': _('INVOICED'),
}
return values
