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 = 'deadline_day'
  47
  48     _columns = {
  49         # grouping fields based on Deadline Date
  50         'deadline_year': fields.char('Ex. Closing Year', size=10, readonly=True, help="Expected closing year"),
  51         'deadline_month':fields.selection(MONTHS, 'Exp. Closing Month', readonly=True, help="Expected closing month"),
  52         'deadline_day': fields.char('Exp. Closing Day', size=10, readonly=True, help="Expected closing day"),
  53
  54         # grouping fields based on Create Date
  55         'creation_year': fields.char('Creation Year', size=10, readonly=True, help="Creation year"),
  56         'creation_month': fields.selection(MONTHS, 'Creation Month', readonly=True, help="Creation month"),
  57         'creation_day': fields.char('Creation Day', size=10, readonly=True, help="Creation day"),
  58
  59         # other date fields
  60         'create_date': fields.datetime('Create Date', readonly=True),
  61         'opening_date': fields.date('Assignation Date', readonly=True),
  62         'date_closed': fields.date('Close Date', readonly=True),
  63         'date_last_stage_update': fields.datetime('Last Stage Update', readonly=True),
  64
  65         # durations
  66         'delay_open': fields.float('Delay to Assign',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
  67         'delay_close': fields.float('Delay to Close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
  68         'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"),
  69
  70         'user_id':fields.many2one('res.users', 'User', readonly=True),
  71         'country_id':fields.many2one('res.country', 'Country', readonly=True),
  72         'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True),
  73         'channel_id':fields.many2one('crm.case.channel', 'Channel', readonly=True),
  74         'type_id':fields.many2one('crm.case.resource.type', 'Campaign', readonly=True),
  75         'company_id': fields.many2one('res.company', 'Company', readonly=True),
  76         'probability': fields.float('Probability',digits=(16,2),readonly=True, group_operator="avg"),
  77         'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True),
  78         'probable_revenue': fields.float('Probable Revenue', digits=(16,2),readonly=True),
  79         'stage_id': fields.many2one ('crm.case.stage', 'Stage', readonly=True, domain="[('section_ids', '=', section_id)]"),
  80         'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
  81         'nbr': fields.integer('# of Cases', readonly=True),
  82         'company_id': fields.many2one('res.company', 'Company', readonly=True),
  83         'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
  84         'type':fields.selection([
  85             ('lead','Lead'),
  86             ('opportunity','Opportunity'),
  87         ],'Type', help="Type is used to separate Leads and Opportunities"),
  88     }
  89
  90     def init(self, cr):
  91
  92         """
  93             CRM Lead Report
  94             @param cr: the current row, from the database cursor
  95         """
  96         tools.drop_view_if_exists(cr, 'crm_lead_report')
  97         cr.execute("""
  98             CREATE OR REPLACE VIEW crm_lead_report AS (
  99                 SELECT
 100                     id,
 101                     to_char(c.date_deadline, 'YYYY') as deadline_year,
 102                     to_char(c.date_deadline, 'MM') as deadline_month,
 103                     to_char(c.date_deadline, 'YYYY-MM-DD') as deadline_day,
 104
 105                     to_char(c.create_date, 'YYYY') as creation_year,
 106                     to_char(c.create_date, 'MM') as creation_month,
 107                     to_char(c.create_date, 'YYYY-MM-DD') as creation_day,
 108
 109                     to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
 110                     to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
 111
 112                     date_trunc('day',c.date_last_stage_update) as date_last_stage_update,
 113
 114                     c.user_id,
 115                     c.probability,
 116                     c.stage_id,
 117                     c.type,
 118                     c.company_id,
 119                     c.priority,
 120                     c.section_id,
 121                     c.channel_id,
 122                     c.type_id,
 123                     c.partner_id,
 124                     c.country_id,
 125                     c.planned_revenue,
 126                     c.planned_revenue*(c.probability/100) as probable_revenue,
 127                     1 as nbr,
 128                     date_trunc('day',c.create_date) as create_date,
 129                     extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as  delay_close,
 130                     abs(extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24)) as  delay_expected,
 131                     extract('epoch' from (c.date_open-c.create_date))/(3600*24) as  delay_open
 132                 FROM
 133                     crm_lead c
 134                 WHERE c.active = 'true'
 135             )""")
 136
 137
 138 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: