odoo/addons/crm_partner_assign/report/crm_lead_report.py

103 lines
5.1 KiB
Python

# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# 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 <http://www.gnu.org/licenses/>.
#
##############################################################################
from openerp.osv import fields,osv
from openerp import tools
from openerp.addons.crm import crm
class crm_lead_report_assign(osv.osv):
""" CRM Lead Report """
_name = "crm.lead.report.assign"
_auto = False
_description = "CRM Lead Report"
_columns = {
'partner_assigned_id':fields.many2one('res.partner', 'Partner', readonly=True),
'grade_id':fields.many2one('res.partner.grade', 'Grade', readonly=True),
'user_id':fields.many2one('res.users', 'User', readonly=True),
'country_id':fields.many2one('res.country', 'Country', readonly=True),
'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'date_assign': fields.date('Assign Date', readonly=True),
'create_date': fields.datetime('Create Date', readonly=True),
'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"),
'probability': fields.float('Avg Probability',digits=(16,2),readonly=True, group_operator="avg"),
'probability_max': fields.float('Max Probability',digits=(16,2),readonly=True, group_operator="max"),
'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True),
'probable_revenue': fields.float('Probable Revenue', digits=(16,2),readonly=True),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_ids', '=', section_id)]"),
'partner_id': fields.many2one('res.partner', 'Customer' , 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),
'nbr': fields.integer('# of Cases', 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_assign')
cr.execute("""
CREATE OR REPLACE VIEW crm_lead_report_assign AS (
SELECT
c.id,
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.date_assign,
c.user_id,
c.probability,
c.probability as probability_max,
c.stage_id,
c.type,
c.company_id,
c.priority,
c.section_id,
c.partner_id,
c.country_id,
c.planned_revenue,
c.partner_assigned_id,
p.grade_id,
p.date as partner_date,
c.planned_revenue*(c.probability/100) as probable_revenue,
1 as nbr,
date_trunc('day',c.create_date) as create_date,
extract('epoch' from (c.write_date-c.create_date))/(3600*24) as delay_close,
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
left join res_partner p on (c.partner_assigned_id=p.id)
)""")
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