addons/report_crm/report_crm.py

   1 # -*- encoding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
   6 #    $Id$
   7 #
   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.
  12 #
  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.
  17 #
  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/>.
  20 #
  21 ##############################################################################
  22
  23 from osv import fields,osv
  24
  25 AVAILABLE_STATES = [
  26     ('draft','Draft'),
  27     ('open','Open'),
  28     ('cancel', 'Canceled'),
  29     ('done', 'Closed'),
  30     ('pending','Pending')
  31 ]
  32
  33 class report_crm_case_user(osv.osv):
  34     _name = "report.crm.case.user"
  35     _description = "Cases by user and section"
  36     _auto = False
  37     _columns = {
  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),
  48     }
  49     _order = 'name desc, user_id, section_id'
  50     def init(self, cr):
  51         cr.execute("""
  52             create or replace view report_crm_case_user as (
  53                 select
  54                     min(c.id) as id,
  55                     to_char(c.create_date, 'YYYY-MM-01') as name,
  56                     c.state,
  57                     c.user_id,
  58                     c.section_id,
  59                     count(*) as nbr,
  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
  65                 from
  66                     crm_case c
  67                 group by to_char(c.create_date, 'YYYY-MM-01'), c.state, c.user_id, c.section_id
  68             )""")
  69 report_crm_case_user()
  70
  71 class report_crm_case_categ(osv.osv):
  72     _name = "report.crm.case.categ"
  73     _description = "Cases by section and category"
  74     _auto = False
  75     _columns = {
  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),
  86     }
  87     _order = 'name desc, categ_id, section_id'
  88     def init(self, cr):
  89         cr.execute("""
  90             create or replace view report_crm_case_categ as (
  91                 select
  92                     min(c.id) as id,
  93                     to_char(c.create_date, 'YYYY-MM-01') as name,
  94                     c.state,
  95                     c.categ_id,
  96                     c.section_id,
  97                     count(*) as nbr,
  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
 103                 from
 104                     crm_case c
 105                 group by to_char(c.create_date, 'YYYY-MM-01'), c.state, c.categ_id, c.section_id
 106             )""")
 107 report_crm_case_categ()
 108
 109 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 110