1 # -*- encoding: utf-8 -*-
2 ##############################################################################
4 # OpenERP, Open Source Management Solution
5 # Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
8 # This program is free software: you can redistribute it and/or modify
9 # it under the terms of the GNU General Public License as published by
10 # the Free Software Foundation, either version 3 of the License, or
11 # (at your option) any later version.
13 # This program is distributed in the hope that it will be useful,
14 # but WITHOUT ANY WARRANTY; without even the implied warranty of
15 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
16 # GNU General Public License for more details.
18 # You should have received a copy of the GNU General Public License
19 # along with this program. If not, see <http://www.gnu.org/licenses/>.
21 ##############################################################################
23 from osv import fields,osv
28 ('cancel', 'Canceled'),
33 class report_crm_case_user(osv.osv):
34 _name = "report.crm.case.user"
35 _description = "Cases by user and section"
38 'name': fields.date('Month', readonly=True),
39 'user_id':fields.many2one('res.users', 'User', readonly=True),
40 'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
41 'amount_revenue': fields.float('Est.Revenue', readonly=True),
42 'amount_costs': fields.float('Est.Cost', readonly=True),
43 'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
44 'nbr': fields.integer('# of Cases', readonly=True),
45 'probability': fields.float('Avg. Probability', readonly=True),
46 'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
47 'delay_close': fields.char('Delay to close', size=20, readonly=True),
49 _order = 'name desc, user_id, section_id'
52 create or replace view report_crm_case_user as (
55 to_char(c.create_date, 'YYYY-MM-01') as name,
60 sum(planned_revenue) as amount_revenue,
61 sum(planned_cost) as amount_costs,
62 sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
63 avg(probability)::decimal(16,2) as probability,
64 to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
67 group by to_char(c.create_date, 'YYYY-MM-01'), c.state, c.user_id, c.section_id
69 report_crm_case_user()
71 class report_crm_case_categ(osv.osv):
72 _name = "report.crm.case.categ"
73 _description = "Cases by section and category"
76 'name': fields.date('Month', readonly=True),
77 'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True),
78 'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
79 'amount_revenue': fields.float('Est.Revenue', readonly=True),
80 'amount_costs': fields.float('Est.Cost', readonly=True),
81 'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
82 'nbr': fields.integer('# of Cases', readonly=True),
83 'probability': fields.float('Avg. Probability', readonly=True),
84 'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
85 'delay_close': fields.char('Delay Close', size=20, readonly=True),
87 _order = 'name desc, categ_id, section_id'
90 create or replace view report_crm_case_categ as (
93 to_char(c.create_date, 'YYYY-MM-01') as name,
98 sum(planned_revenue) as amount_revenue,
99 sum(planned_cost) as amount_costs,
100 sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
101 avg(probability)::decimal(16,2) as probability,
102 to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
105 group by to_char(c.create_date, 'YYYY-MM-01'), c.state, c.categ_id, c.section_id
107 report_crm_case_categ()
110 class report_crm_case_section(osv.osv):
111 _name = "report.crm.case.section"
112 _description = "Cases by Section"
115 def _get_data(self, cr, uid, ids, field_name, arg, context={}):
120 for case in self.browse(cr, uid, ids, context):
121 if field_name != 'avg_answers':
122 state = field_name[5:]
123 cr.execute("select count(*) from crm_case where section_id =%s and state='%s'"%(case.section_id.id,state))
124 state_cases = cr.fetchone()[0]
125 perc_state = (state_cases / float(case.nbr_cases) ) * 100
127 res[case.id] = perc_state
129 cr.execute('select count(*) from crm_case_log l where l.section_id=%s'%(case.section_id.id))
130 logs = cr.fetchone()[0]
132 avg_ans = logs / case.nbr_cases
133 res[case.id] = avg_ans
138 'name': fields.date('Month', readonly=True),
139 # 'user_id':fields.many2one('res.users', 'User', readonly=True),
140 'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
141 'nbr_cases': fields.integer('# of Cases', readonly=True),
142 'avg_answers': fields.function(_get_data,string='Avg. Answers', method=True,type="integer"),
143 'perc_done': fields.function(_get_data,string='%Done', method=True,type="float"),
144 'perc_cancel': fields.function(_get_data,string='%Cancel', method=True,type="float"),
145 'delay_close': fields.char('Delay to close', size=20, readonly=True),
147 _order = 'name desc, section_id'
150 create or replace view report_crm_case_section as (
153 to_char(c.create_date, 'YYYY-MM-01') as name,
154 c.section_id as section_id,
155 count(*) as nbr_cases,
159 to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
162 group by to_char(c.create_date, 'YYYY-MM-01'),c.section_id
164 report_crm_case_section()
166 class report_crm_case_service_dashboard(osv.osv):
167 _name = "report.crm.case.service.dashboard"
168 _description = "Report of Closed and Open CRM Cases within past 15 days"
171 'date': fields.datetime('Date', readonly=True),
172 'date_deadline': fields.datetime('Deadline', readonly=True),
173 'name': fields.char('Description', size=64, readonly=True),
174 'partner_id': fields.many2one('res.partner', 'Partner', readonly=True),
175 'user_id': fields.many2one('res.users', 'Responsible', readonly=True),
176 'priority': fields.char('Priority', size=64, readonly=True),
177 'planned_revenue': fields.float('Planned Revenue', readonly=True),
178 'planned_cost': fields.float('Planned Costs', readonly=True),
179 'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
180 'date_closed' : fields.datetime('Date Closed', readonly=True),
181 'create_date' : fields.datetime('Create Date', readonly=True)
183 _order = 'date_closed, create_date'
186 cr.execute("""create or replace view report_crm_case_service_dashboard as (
188 cse.id as id, cse.date as date, cse.date_deadline as date_deadline,
189 cse.name as name, cse.partner_id as partner_id, cse.user_id as user_id,
190 cse.priority as priority, cse.planned_revenue as planned_revenue,
191 cse.planned_cost as planned_cost, cse.state as state,
192 cse.date_closed as date_closed, cse.create_date as create_date
196 ((to_date(to_char(cse.date_closed, 'YYYY-MM-dd'),'YYYY-MM-dd') <= CURRENT_DATE)
198 (to_date(to_char(cse.date_closed, 'YYYY-MM-dd'),'YYYY-MM-dd') > (CURRENT_DATE-15))
204 ((to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') <= CURRENT_DATE)
206 (to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') > (CURRENT_DATE-15))
210 report_crm_case_service_dashboard()
213 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: