# -*- 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 openerp.addons.crm import crm from openerp.osv import fields, osv from openerp import tools class crm_lead_report(osv.Model): """ CRM Lead Analysis """ _name = "crm.lead.report" _auto = False _description = "CRM Lead Analysis" _rec_name = 'date_deadline' _inherit = ["crm.tracking.mixin"] _columns = { 'date_deadline': fields.date('Exp. Closing', readonly=True, help="Expected Closing"), 'create_date': fields.datetime('Creation Date', readonly=True), 'opening_date': fields.datetime('Assignation Date', readonly=True), 'date_closed': fields.datetime('Close Date', readonly=True), 'date_last_stage_update': fields.datetime('Last Stage Update', readonly=True), 'nbr_cases': fields.integer("# of Cases", readonly=True), # durations 'delay_open': fields.float('Delay to Assign',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"), 'delay_close': fields.float('Delay to Close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"), 'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"), 'user_id':fields.many2one('res.users', 'User', readonly=True), 'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True), 'country_id':fields.many2one('res.country', 'Country', readonly=True), 'company_id': fields.many2one('res.company', 'Company', readonly=True), 'probability': fields.float('Probability',digits=(16,2),readonly=True, group_operator="avg"), 'planned_revenue': fields.float('Total Revenue',digits=(16,2),readonly=True), # TDE FIXME master: rename into total_revenue 'probable_revenue': fields.float('Expected Revenue', digits=(16,2),readonly=True), # TDE FIXME master: rename into expected_revenue 'stage_id': fields.many2one ('crm.case.stage', 'Stage', readonly=True, domain="[('section_ids', '=', section_id)]"), 'partner_id': fields.many2one('res.partner', 'Partner' , 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 id, c.date_deadline, count(id) as nbr_cases, c.date_open as opening_date, c.date_closed as date_closed, c.date_last_stage_update as date_last_stage_update, c.user_id, c.probability, c.stage_id, c.type, c.company_id, c.priority, c.section_id, c.campaign_id, c.source_id, c.medium_id, c.partner_id, c.country_id, c.planned_revenue as planned_revenue, c.planned_revenue*(c.probability/100) as probable_revenue, c.create_date as create_date, extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as delay_close, abs(extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24)) as delay_expected, extract('epoch' from (c.date_open-c.create_date))/(3600*24) as delay_open FROM crm_lead c WHERE c.active = 'true' GROUP BY c.id )""") # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: