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 osv import fields,osv
  23 import tools
  24 from .. import crm
  25
  26 AVAILABLE_STATES = [
  27     ('draft','Draft'),
  28     ('open','Open'),
  29     ('cancel', 'Cancelled'),
  30     ('done', 'Closed'),
  31     ('pending','Pending')
  32 ]
  33
  34 MONTHS = [
  35     ('01', 'January'),
  36     ('02', 'February'),
  37     ('03', 'March'),
  38     ('04', 'April'),
  39     ('05', 'May'),
  40     ('06', 'June'),
  41     ('07', 'July'),
  42     ('08', 'August'),
  43     ('09', 'September'),
  44     ('10', 'October'),
  45     ('11', 'November'),
  46     ('12', 'December')
  47 ]
  48
  49 class crm_lead_report(osv.osv):
  50     """ CRM Lead Analysis """
  51     _name = "crm.lead.report"
  52     _auto = False
  53     _description = "CRM Lead Analysis"
  54     _rec_name = 'deadline_day'
  55
  56     _columns = {
  57         # grouping fields based on Deadline Date
  58         'deadline_year': fields.char('Ex. Closing Year', size=10, readonly=True, help="Expected closing year"),
  59         'deadline_month':fields.selection(MONTHS, 'Exp. Closing Month', readonly=True, help="Expected closing month"),
  60         'deadline_day': fields.char('Exp. Closing Day', size=10, readonly=True, help="Expected closing day"),
  61
  62         # grouping fields based on Create Date
  63         'creation_year': fields.char('Creation Year', size=10, readonly=True, help="Creation year"),
  64         'creation_month': fields.selection(MONTHS, 'Creation Month', readonly=True, help="Creation month"),
  65         'creation_day': fields.char('Creation Day', size=10, readonly=True, help="Creation day"),
  66
  67         # other date fields
  68         'create_date': fields.datetime('Create Date', readonly=True),
  69         'opening_date': fields.date('Opening Date', readonly=True),
  70         'date_closed': fields.date('Close Date', readonly=True),
  71
  72         # durations
  73         'delay_open': fields.float('Delay to Open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
  74         'delay_close': fields.float('Delay to Close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
  75         'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"),
  76
  77         'user_id':fields.many2one('res.users', 'User', readonly=True),
  78         'country_id':fields.many2one('res.country', 'Country', readonly=True),
  79         'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True),
  80         'channel_id':fields.many2one('crm.case.channel', 'Channel', readonly=True),
  81         'type_id':fields.many2one('crm.case.resource.type', 'Campaign', readonly=True),
  82         'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
  83         'company_id': fields.many2one('res.company', 'Company', readonly=True),
  84         'email': fields.integer('# Emails', size=128, readonly=True),
  85         'probability': fields.float('Probability',digits=(16,2),readonly=True, group_operator="avg"),
  86         'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True),
  87         'probable_revenue': fields.float('Probable Revenue', digits=(16,2),readonly=True),
  88         'categ_id': fields.many2one('crm.case.categ', 'Category',\
  89                          domain="['|',('section_id','=',False),('section_id','=',section_id)]" , readonly=True),
  90         'stage_id': fields.many2one ('crm.case.stage', 'Stage', readonly=True, domain="[('section_ids', '=', section_id)]"),
  91         'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
  92         'nbr': fields.integer('# of Cases', readonly=True),
  93         'company_id': fields.many2one('res.company', 'Company', readonly=True),
  94         'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
  95         'type':fields.selection([
  96             ('lead','Lead'),
  97             ('opportunity','Opportunity'),
  98         ],'Type', help="Type is used to separate Leads and Opportunities"),
  99     }
 100
 101
 102
 103
 104     def init(self, cr):
 105
 106         """
 107             CRM Lead Report
 108             @param cr: the current row, from the database cursor
 109         """
 110         tools.drop_view_if_exists(cr, 'crm_lead_report')
 111         cr.execute("""
 112             CREATE OR REPLACE VIEW crm_lead_report AS (
 113                 SELECT
 114                     id,
 115
 116                     to_char(c.date_deadline, 'YYYY') as deadline_year,
 117                     to_char(c.date_deadline, 'MM') as deadline_month,
 118                     to_char(c.date_deadline, 'YYYY-MM-DD') as deadline_day,
 119
 120                     to_char(c.create_date, 'YYYY') as creation_year,
 121                     to_char(c.create_date, 'MM') as creation_month,
 122                     to_char(c.create_date, 'YYYY-MM-DD') as creation_day,
 123
 124                     to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
 125                     to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
 126
 127                     c.state,
 128                     c.user_id,
 129                     c.probability,
 130                     c.stage_id,
 131                     c.type,
 132                     c.company_id,
 133                     c.priority,
 134                     c.section_id,
 135                     c.channel_id,
 136                     c.type_id,
 137                     c.categ_id,
 138                     c.partner_id,
 139                     c.country_id,
 140                     c.planned_revenue,
 141                     c.planned_revenue*(c.probability/100) as probable_revenue,
 142                     1 as nbr,
 143                     (SELECT count(id) FROM mail_message WHERE model='crm.lead' AND res_id=c.id AND email_from is not null) AS email,
 144                     date_trunc('day',c.create_date) as create_date,
 145                     extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as  delay_close,
 146                     abs(extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24)) as  delay_expected,
 147                     extract('epoch' from (c.date_open-c.create_date))/(3600*24) as  delay_open
 148                 FROM
 149                     crm_lead c
 150                 WHERE c.active = 'true'
 151             )""")
 152
 153 crm_lead_report()
 154
 155 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: