121 lines
5.2 KiB
Python
121 lines
5.2 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from openerp.osv import fields, osv
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from openerp import tools
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from openerp.addons.crm import crm
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MONTHS = [
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('01', 'January'),
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('02', 'February'),
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('03', 'March'),
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('04', 'April'),
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('05', 'May'),
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('06', 'June'),
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('07', 'July'),
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('08', 'August'),
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('09', 'September'),
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('10', 'October'),
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('11', 'November'),
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('12', 'December')
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]
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class crm_lead_report(osv.osv):
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""" CRM Lead Analysis """
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_name = "crm.lead.report"
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_auto = False
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_description = "CRM Lead Analysis"
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_rec_name = 'date_deadline'
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_columns = {
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'date_deadline': fields.date('Exp. Closing', readonly=True, help="Expected Closing"),
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'create_date': fields.datetime('Creation Date', readonly=True),
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'opening_date': fields.date('Assignation Date', readonly=True),
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'date_closed': fields.date('Close Date', readonly=True),
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'date_last_stage_update': fields.datetime('Last Stage Update', readonly=True),
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# durations
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'delay_open': fields.float('Delay to Assign',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
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'delay_close': fields.float('Delay to Close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
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'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"),
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'user_id':fields.many2one('res.users', 'User', readonly=True),
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'country_id':fields.many2one('res.country', 'Country', readonly=True),
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'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True),
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'channel_id':fields.many2one('crm.case.channel', 'Channel', readonly=True),
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'type_id':fields.many2one('crm.case.resource.type', 'Campaign', readonly=True),
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'company_id': fields.many2one('res.company', 'Company', readonly=True),
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'probability': fields.float('Probability',digits=(16,2),readonly=True, group_operator="avg"),
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'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True),
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'probable_revenue': fields.float('Probable Revenue', digits=(16,2),readonly=True),
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'stage_id': fields.many2one ('crm.case.stage', 'Stage', readonly=True, domain="[('section_ids', '=', section_id)]"),
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'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
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'company_id': fields.many2one('res.company', 'Company', readonly=True),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'type':fields.selection([
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('lead','Lead'),
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('opportunity','Opportunity'),
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],'Type', help="Type is used to separate Leads and Opportunities"),
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}
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def init(self, cr):
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"""
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CRM Lead Report
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@param cr: the current row, from the database cursor
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"""
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tools.drop_view_if_exists(cr, 'crm_lead_report')
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cr.execute("""
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CREATE OR REPLACE VIEW crm_lead_report AS (
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SELECT
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id,
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c.date_deadline,
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to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
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to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
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date_trunc('day',c.date_last_stage_update) as date_last_stage_update,
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c.user_id,
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c.probability,
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c.stage_id,
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c.type,
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c.company_id,
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c.priority,
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c.section_id,
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c.channel_id,
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c.type_id,
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c.partner_id,
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c.country_id,
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c.planned_revenue,
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c.planned_revenue*(c.probability/100) as probable_revenue,
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date_trunc('day',c.create_date) as create_date,
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extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as delay_close,
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abs(extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24)) as delay_expected,
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extract('epoch' from (c.date_open-c.create_date))/(3600*24) as delay_open
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FROM
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crm_lead c
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WHERE c.active = 'true'
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)""")
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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