# -*- coding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-2010 Tiny SPRL (). # # This program is free software: you can redistribute it and/or modify # it under the terms of the GNU Affero General Public License as # published by the Free Software Foundation, either version 3 of the # License, or (at your option) any later version. # # This program is distributed in the hope that it will be useful, # but WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU Affero General Public License for more details. # # You should have received a copy of the GNU Affero General Public License # along with this program. If not, see . # ############################################################################## from osv import fields,osv import tools from crm import crm AVAILABLE_STATES = [ ('draft','Draft'), ('open','Open'), ('cancel', 'Cancelled'), ('done', 'Closed'), ('pending','Pending') ] class crm_lead_report(osv.osv): """ CRM Lead Report """ _name = "crm.lead.report" _auto = False _description = "CRM Lead Report" def _get_data(self, cr, uid, ids, field_name, arg, context={}): """ @param cr: the current row, from the database cursor, @param uid: the current user’s ID for security checks, @param ids: List of case and section Data’s IDs @param context: A standard dictionary for contextual values """ res = {} state_perc = 0.0 avg_ans = 0.0 for case in self.browse(cr, uid, ids, context): if field_name != 'avg_answers': state = field_name[5:] cr.execute("select count(*) from crm_opportunity where \ section_id =%s and state='%s'"%(case.section_id.id, state)) state_cases = cr.fetchone()[0] perc_state = (state_cases / float(case.nbr)) * 100 res[case.id] = perc_state else: model_name = self._name.split('report.') if len(model_name) < 2: res[case.id] = 0.0 else: model_name = model_name[1] cr.execute("select count(*) from crm_case_log l, ir_model m \ where l.model_id=m.id and m.model = '%s'" , model_name) logs = cr.fetchone()[0] avg_ans = logs / case.nbr res[case.id] = avg_ans return res _columns = { 'name': fields.char('Year', size=64, required=False, readonly=True), 'user_id':fields.many2one('res.users', 'User', readonly=True), 'section_id':fields.many2one('crm.case.section', 'Section', readonly=True), 'nbr': fields.integer('# of Cases', readonly=True), 'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True), 'avg_answers': fields.function(_get_data, string='Avg. Answers', method=True, type="integer"), 'perc_done': fields.function(_get_data, string='%Done', method=True, type="float"), 'perc_cancel': fields.function(_get_data, string='%Cancel', method=True, type="float"), 'month':fields.selection([('01', 'January'), ('02', 'February'), \ ('03', 'March'), ('04', 'April'),\ ('05', 'May'), ('06', 'June'), \ ('07', 'July'), ('08', 'August'),\ ('09', 'September'), ('10', 'October'),\ ('11', 'November'), ('12', 'December')], 'Month', readonly=True), 'company_id': fields.many2one('res.company', 'Company', readonly=True), 'create_date': fields.datetime('Create Date', readonly=True), 'day': fields.char('Day', size=128, readonly=True), 'email': fields.integer('# of Emails', size=128, readonly=True), 'delay_open': fields.float('Delay to open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"), 'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"), 'delay_close': fields.float('Delay to close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"), 'probability': fields.float('Probability',digits=(16,2),readonly=True), 'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True), 'categ_id': fields.many2one('crm.case.categ', 'Category',\ domain="[('section_id','=',section_id),\ ('object_id.model', '=', 'crm.lead')]" , readonly=True), 'stage_id': fields.many2one ('crm.case.stage', 'Stage', \ domain="[('section_id','=',section_id),\ ('object_id.model', '=', 'crm.lead')]", readonly=True), 'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True), 'opening_date': fields.date('Opening Date', readonly=True), 'creation_date': fields.date('Creation Date', readonly=True), 'date_closed': fields.date('Close Date', readonly=True), 'company_id': fields.many2one('res.company', 'Company', readonly=True), 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'), 'type':fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', help="Type is used to separate Leads and Opportunities"), } def init(self, cr): """ CRM Lead Report @param cr: the current row, from the database cursor """ tools.drop_view_if_exists(cr, 'crm_lead_report') cr.execute(""" create or replace view crm_lead_report as ( select min(c.id) as id, to_char(c.create_date, 'YYYY') as name, to_char(c.create_date, 'MM') as month, to_char(c.create_date, 'YYYY-MM-DD') as day, to_char(c.create_date, 'YYYY-MM-DD') as creation_date, to_char(c.date_open, 'YYYY-MM-DD') as opening_date, to_char(c.date_closed, 'YYYY-mm-dd') as date_closed, c.state as state, c.user_id, c.probability, c.stage_id, c.type as type, c.company_id, c.priority, c.section_id, c.categ_id, c.partner_id, c.planned_revenue, (select 1) as nbr, 0 as avg_answers, 0.0 as perc_done, 0.0 as perc_cancel, (select count(id) from mailgate_message where thread_id=c.id) as email, date_trunc('day',c.create_date) as create_date, avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close, avg(extract('epoch' from (c.date_deadline - c.date_closed)))/(3600*24) as delay_expected, avg(extract('epoch' from (c.date_open-c.create_date)))/(3600*24) as delay_open from crm_lead c group by to_char(c.create_date, 'YYYY'), to_char(c.date_open, 'YYYY-MM-DD'), to_char(c.date_closed, 'YYYY-mm-dd'), to_char(c.create_date, 'MM'), c.state, c.user_id, c.id, c.section_id, c.stage_id, c.probability, c.categ_id, c.partner_id, c.planned_revenue, c.company_id, c.priority, c.type, c.create_date, to_char(c.create_date, 'YYYY-MM-DD') )""") crm_lead_report() # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: