236 lines
8.1 KiB
Python
236 lines
8.1 KiB
Python
from odoo import api, fields, models
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class McsCompanyGoal(models.Model):
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_name = "mcs.company.goal"
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_description = "Company Goal"
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_inherit = ["mail.thread", "mail.activity.mixin"]
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_order = "sequence, date_deadline, id"
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name = fields.Char(required=True, tracking=True)
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sequence = fields.Integer(default=10)
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owner_id = fields.Many2one("res.users", string="Owner", default=lambda self: self.env.user)
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date_deadline = fields.Date(string="Deadline", tracking=True)
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state = fields.Selection(
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[
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("planned", "Planned"),
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("active", "Active"),
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("blocked", "Blocked"),
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("done", "Done"),
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("cancelled", "Cancelled"),
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],
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default="active",
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required=True,
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tracking=True,
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)
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priority = fields.Selection(
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[("p0", "P0"), ("p1", "P1"), ("p2", "P2"), ("p3", "P3")],
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default="p1",
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required=True,
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)
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target_amount = fields.Monetary(string="Target Amount")
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currency_id = fields.Many2one(
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"res.currency", default=lambda self: self.env.company.currency_id
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)
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next_action = fields.Char(string="Next Action")
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blocker = fields.Text()
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project_ids = fields.Many2many("project.project", string="Projects / Initiatives")
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opportunity_ids = fields.Many2many("crm.lead", string="Opportunities")
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notes = fields.Html()
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def action_done(self):
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self.write({"state": "done"})
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def action_blocked(self):
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self.write({"state": "blocked"})
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def action_active(self):
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self.write({"state": "active"})
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class McsIdeaParking(models.Model):
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_name = "mcs.idea.parking"
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_description = "Idea Parking Lot"
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_inherit = ["mail.thread", "mail.activity.mixin"]
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_order = "review_date, urgency desc, id desc"
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name = fields.Char(string="Idea", required=True, tracking=True)
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date_added = fields.Date(default=fields.Date.context_today, required=True)
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potential_value = fields.Selection(
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[("low", "Low"), ("medium", "Medium"), ("high", "High"), ("strategic", "Strategic")],
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default="medium",
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)
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urgency = fields.Selection(
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[("low", "Low"), ("medium", "Medium"), ("high", "High"), ("urgent", "Urgent")],
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default="low",
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)
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owner_id = fields.Many2one("res.users", string="Owner", default=lambda self: self.env.user)
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decision = fields.Selection(
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[
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("pending", "Pending"),
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("approve", "Approve"),
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("park", "Park"),
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("kill", "Kill"),
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],
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default="pending",
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required=True,
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tracking=True,
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)
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review_date = fields.Date(string="Review Date")
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project_id = fields.Many2one("project.project", string="Converted Project")
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notes = fields.Html()
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def action_approve(self):
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self.write({"decision": "approve"})
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def action_park(self):
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self.write({"decision": "park"})
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def action_kill(self):
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self.write({"decision": "kill"})
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class McsOperatingReview(models.Model):
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_name = "mcs.operating.review"
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_description = "Operating Review"
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_inherit = ["mail.thread", "mail.activity.mixin"]
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_order = "review_date desc, id desc"
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name = fields.Char(compute="_compute_name", store=True)
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review_type = fields.Selection(
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[
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("daily", "Daily Operating Meeting"),
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("monday", "Monday Commitments"),
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("wednesday", "Wednesday Revenue Review"),
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("friday", "Friday Operating Review"),
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("monthly", "Monthly Operating Review"),
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],
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required=True,
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default="daily",
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tracking=True,
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)
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review_date = fields.Date(default=fields.Date.context_today, required=True)
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owner_id = fields.Many2one("res.users", string="Owner", default=lambda self: self.env.user)
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shipped_yesterday = fields.Html()
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ships_today = fields.Html()
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blockers = fields.Html()
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commitments = fields.Html()
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revenue_notes = fields.Html()
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delivery_notes = fields.Html()
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capacity_notes = fields.Html()
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cash_notes = fields.Html()
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decisions = fields.Html()
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next_actions = fields.Html()
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@api.depends("review_type", "review_date")
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def _compute_name(self):
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labels = dict(self._fields["review_type"].selection)
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for review in self:
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review.name = "%s - %s" % (
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labels.get(review.review_type, "Operating Review"),
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review.review_date or fields.Date.context_today(review),
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)
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class McsSalesTarget(models.Model):
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_name = "mcs.sales.target"
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_description = "Sales Target"
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_inherit = ["mail.thread", "mail.activity.mixin"]
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_order = "target_date desc, user_id"
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name = fields.Char(compute="_compute_name", store=True)
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target_date = fields.Date(default=fields.Date.context_today, required=True)
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user_id = fields.Many2one("res.users", string="Owner", default=lambda self: self.env.user)
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outbound_target = fields.Integer(default=25)
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outbound_done = fields.Integer()
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followup_target = fields.Integer(default=8)
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followup_done = fields.Integer()
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call_target = fields.Integer(default=3)
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call_done = fields.Integer()
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proposal_target = fields.Integer(default=1)
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proposal_done = fields.Integer()
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referral_target = fields.Integer(default=2)
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referral_done = fields.Integer()
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notes = fields.Html()
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@api.depends("target_date", "user_id")
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def _compute_name(self):
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for target in self:
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target.name = "%s - %s" % (
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target.user_id.name or "Sales",
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target.target_date or fields.Date.context_today(target),
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)
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class McsClientProfitability(models.Model):
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_name = "mcs.client.profitability"
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_description = "Client Profitability"
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_inherit = ["mail.thread", "mail.activity.mixin"]
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_order = "period_start desc, partner_id"
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name = fields.Char(compute="_compute_name", store=True)
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partner_id = fields.Many2one("res.partner", string="Client", required=True)
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project_id = fields.Many2one("project.project", string="Project")
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period_start = fields.Date(required=True)
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period_end = fields.Date(required=True)
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currency_id = fields.Many2one(
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"res.currency", default=lambda self: self.env.company.currency_id
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)
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client_revenue = fields.Monetary()
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delivery_hours = fields.Float()
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account_management_hours = fields.Float()
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rework_hours = fields.Float()
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revision_hours = fields.Float()
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internal_hourly_cost = fields.Monetary(default=0)
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internal_delivery_cost = fields.Monetary(
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compute="_compute_profitability", store=True
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)
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gross_contribution = fields.Monetary(compute="_compute_profitability", store=True)
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gross_margin = fields.Float(compute="_compute_profitability", store=True)
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recommendation = fields.Selection(
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[
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("keep", "Keep"),
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("reprice", "Reprice"),
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("rescope", "Rescope"),
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("automate", "Automate"),
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("reduce", "Reduce"),
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("exit", "Exit"),
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],
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default="keep",
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tracking=True,
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)
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notes = fields.Html()
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@api.depends("partner_id", "period_start", "period_end")
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def _compute_name(self):
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for record in self:
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record.name = "%s - %s to %s" % (
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record.partner_id.display_name or "Client",
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record.period_start or "",
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record.period_end or "",
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)
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@api.depends(
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"delivery_hours",
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"account_management_hours",
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"rework_hours",
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"revision_hours",
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"internal_hourly_cost",
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"client_revenue",
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)
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def _compute_profitability(self):
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for record in self:
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hours = (
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record.delivery_hours
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+ record.account_management_hours
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+ record.rework_hours
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+ record.revision_hours
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)
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record.internal_delivery_cost = hours * record.internal_hourly_cost
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record.gross_contribution = record.client_revenue - record.internal_delivery_cost
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record.gross_margin = (
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record.gross_contribution / record.client_revenue * 100
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if record.client_revenue
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else 0
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)
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