addons/crm/report/crm_lead_report.py

   1 # -*- coding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
   6 #
   7 #    This program is free software: you can redistribute it and/or modify
   8 #    it under the terms of the GNU Affero General Public License as
   9 #    published by the Free Software Foundation, either version 3 of the
  10 #    License, or (at your option) any later version.
  11 #
  12 #    This program is distributed in the hope that it will be useful,
  13 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  14 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  15 #    GNU Affero General Public License for more details.
  16 #
  17 #    You should have received a copy of the GNU Affero General Public License
  18 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  19 #
  20 ##############################################################################
  21
  22 from openerp.osv import fields, osv
  23 from openerp import tools
  24 from openerp.addons.crm import crm
  25
  26 MONTHS = [
  27     ('01', 'January'),
  28     ('02', 'February'),
  29     ('03', 'March'),
  30     ('04', 'April'),
  31     ('05', 'May'),
  32     ('06', 'June'),
  33     ('07', 'July'),
  34     ('08', 'August'),
  35     ('09', 'September'),
  36     ('10', 'October'),
  37     ('11', 'November'),
  38     ('12', 'December')
  39 ]
  40
  41 class crm_lead_report(osv.osv):
  42     """ CRM Lead Analysis """
  43     _name = "crm.lead.report"
  44     _auto = False
  45     _description = "CRM Lead Analysis"
  46     _rec_name = 'date_deadline'
  47     _inherit = ["crm.tracking.mixin"]
  48
  49     _columns = {
  50         'date_deadline': fields.date('Exp. Closing', readonly=True, help="Expected Closing"),
  51         'create_date': fields.datetime('Creation Date', readonly=True),
  52         'opening_date': fields.date('Assignation Date', readonly=True),
  53         'date_closed': fields.date('Close Date', readonly=True),
  54         'date_last_stage_update': fields.datetime('Last Stage Update', readonly=True),
  55
  56         # durations
  57         'delay_open': fields.float('Delay to Assign',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
  58         'delay_close': fields.float('Delay to Close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
  59         'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"),
  60
  61         'user_id':fields.many2one('res.users', 'User', readonly=True),
  62        'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True),
  63         'country_id':fields.many2one('res.country', 'Country', readonly=True),
  64         'company_id': fields.many2one('res.company', 'Company', readonly=True),
  65         'probability': fields.float('Probability',digits=(16,2),readonly=True, group_operator="avg"),
  66         'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True),
  67         'probable_revenue': fields.float('Probable Revenue', digits=(16,2),readonly=True),
  68         'stage_id': fields.many2one ('crm.case.stage', 'Stage', readonly=True, domain="[('section_ids', '=', section_id)]"),
  69         'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
  70         'company_id': fields.many2one('res.company', 'Company', readonly=True),
  71         'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
  72         'type':fields.selection([
  73             ('lead','Lead'),
  74             ('opportunity','Opportunity'),
  75         ],'Type', help="Type is used to separate Leads and Opportunities"),
  76     }
  77
  78     def init(self, cr):
  79
  80         """
  81             CRM Lead Report
  82             @param cr: the current row, from the database cursor
  83         """
  84         tools.drop_view_if_exists(cr, 'crm_lead_report')
  85         cr.execute("""
  86             CREATE OR REPLACE VIEW crm_lead_report AS (
  87                 SELECT
  88                     id,
  89                     c.date_deadline,
  90
  91                     date(c.date_open) as opening_date,
  92                     date(c.date_closed) as date_closed,
  93
  94                     date_trunc('day',c.date_last_stage_update) as date_last_stage_update,
  95
  96                     c.user_id,
  97                     c.probability,
  98                     c.stage_id,
  99                     c.type,
 100                     c.company_id,
 101                     c.priority,
 102                     c.section_id,
 103                     c.campaign_id,
 104                     c.source_id,
 105                     c.medium_id,
 106                     c.partner_id,
 107                     c.country_id,
 108                     c.planned_revenue,
 109                     c.planned_revenue*(c.probability/100) as probable_revenue,
 110                     date_trunc('day',c.create_date) as create_date,
 111                     extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as  delay_close,
 112                     abs(extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24)) as  delay_expected,
 113                     extract('epoch' from (c.date_open-c.create_date))/(3600*24) as  delay_open
 114                 FROM
 115                     crm_lead c
 116                 WHERE c.active = 'true'
 117             )""")
 118
 119
 120 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: