addons/crm_partner_assign/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 crm import crm
  25
  26 AVAILABLE_STATES = [
  27     ('draft','Draft'),
  28     ('open','Open'),
  29     ('cancel', 'Cancelled'),
  30     ('done', 'Closed'),
  31     ('pending','Pending')
  32 ]
  33
  34 class crm_lead_report_assign(osv.osv):
  35     """ CRM Lead Report """
  36     _name = "crm.lead.report.assign"
  37     _auto = False
  38     _description = "CRM Lead Report"
  39     _columns = {
  40         'year': fields.char('Year', size=64, required=False, readonly=True),
  41         'partner_assigned_id':fields.many2one('res.partner', 'Partner', readonly=True),
  42         'grade_id':fields.many2one('res.partner.grade', 'Grade', readonly=True),
  43         'user_id':fields.many2one('res.users', 'User', readonly=True),
  44         'country_id':fields.many2one('res.country', 'Country', readonly=True),
  45         'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True),
  46         'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
  47         'month':fields.selection([('01', 'January'), ('02', 'February'), \
  48                                   ('03', 'March'), ('04', 'April'),\
  49                                   ('05', 'May'), ('06', 'June'), \
  50                                   ('07', 'July'), ('08', 'August'),\
  51                                   ('09', 'September'), ('10', 'October'),\
  52                                   ('11', 'November'), ('12', 'December')], 'Month', readonly=True),
  53         'company_id': fields.many2one('res.company', 'Company', readonly=True),
  54         'date_assign': fields.date('Partner Date', readonly=True),
  55         'create_date': fields.datetime('Create Date', readonly=True),
  56         'day': fields.char('Day', size=128, readonly=True),
  57         'delay_open': fields.float('Delay to Open',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         'probability': fields.float('Avg Probability',digits=(16,2),readonly=True, group_operator="avg"),
  61         'probability_max': fields.float('Max Probability',digits=(16,2),readonly=True, group_operator="max"),
  62         'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True),
  63         'probable_revenue': fields.float('Probable Revenue', digits=(16,2),readonly=True),
  64         'categ_id': fields.many2one('crm.case.categ', 'Category',\
  65                          domain="[('section_id','=',section_id)]" , readonly=True),
  66         'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('type', '=', 'lead')]"),
  67         'partner_id': fields.many2one('res.partner', 'Customer' , readonly=True),
  68         'opening_date': fields.date('Opening Date', readonly=True),
  69         'creation_date': fields.date('Creation Date', readonly=True),
  70         'date_closed': fields.date('Close Date', readonly=True),
  71         'nbr': fields.integer('# of Cases', readonly=True),
  72         'company_id': fields.many2one('res.company', 'Company', readonly=True),
  73         'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
  74         'type':fields.selection([
  75             ('lead','Lead'),
  76             ('opportunity','Opportunity'),
  77         ],'Type', help="Type is used to separate Leads and Opportunities"),
  78     }
  79     def init(self, cr):
  80
  81         """
  82             CRM Lead Report
  83             @param cr: the current row, from the database cursor
  84         """
  85         tools.drop_view_if_exists(cr, 'crm_lead_report_assign')
  86         cr.execute("""
  87             CREATE OR REPLACE VIEW crm_lead_report_assign AS (
  88                 SELECT
  89                     c.id,
  90                     to_char(c.date_assign, 'YYYY') as year,
  91                     to_char(c.date_assign, 'MM') as month,
  92                     to_char(c.date_assign, 'YYYY-MM-DD') as day,
  93                     to_char(c.create_date, 'YYYY-MM-DD') as creation_date,
  94                     to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
  95                     to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
  96                     c.state,
  97                     c.date_assign,
  98                     c.user_id,
  99                     c.probability,
 100                     c.probability as probability_max,
 101                     c.stage_id,
 102                     c.type,
 103                     c.company_id,
 104                     c.priority,
 105                     c.section_id,
 106                     c.categ_id,
 107                     c.partner_id,
 108                     c.country_id,
 109                     c.planned_revenue,
 110                     c.partner_assigned_id,
 111                     p.grade_id,
 112                     p.date as partner_date,
 113                     c.planned_revenue*(c.probability/100) as probable_revenue,
 114                     1 as nbr,
 115                     date_trunc('day',c.create_date) as create_date,
 116                     extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as  delay_close,
 117                     extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24) as  delay_expected,
 118                     extract('epoch' from (c.date_open-c.create_date))/(3600*24) as  delay_open
 119                 FROM
 120                     crm_lead c
 121                     left join res_partner p on (c.partner_assigned_id=p.id)
 122             )""")
 123
 124 crm_lead_report_assign()
 125
 126 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: