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.addons.crm import crm
  23 from openerp.osv import fields, osv
  24 from openerp import tools
  25
  26 class crm_lead_report(osv.Model):
  27     """ CRM Lead Analysis """
  28     _name = "crm.lead.report"
  29     _auto = False
  30     _description = "CRM Lead Analysis"
  31     _rec_name = 'date_deadline'
  32     _inherit = ["crm.tracking.mixin"]
  33
  34     _columns = {
  35         'date_deadline': fields.date('Expected Closing', readonly=True),
  36         'create_date': fields.datetime('Creation Date', readonly=True),
  37         'opening_date': fields.datetime('Assignation Date', readonly=True),
  38         'date_closed': fields.datetime('Close Date', readonly=True),
  39         'date_last_stage_update': fields.datetime('Last Stage Update', readonly=True),
  40         'nbr_cases': fields.integer("# of Cases", readonly=True),
  41
  42         # durations
  43         'delay_open': fields.float('Delay to Assign',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
  44         'delay_close': fields.float('Delay to Close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
  45         'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"),
  46
  47         'user_id':fields.many2one('res.users', 'User', readonly=True),
  48         'team_id':fields.many2one('crm.team', 'Sales Team', oldname='section_id', readonly=True),
  49         'country_id':fields.many2one('res.country', 'Country', readonly=True),
  50         'company_id': fields.many2one('res.company', 'Company', readonly=True),
  51         'probability': fields.float('Probability',digits=(16,2),readonly=True, group_operator="avg"),
  52         'planned_revenue': fields.float('Total Revenue',digits=(16,2),readonly=True),  # TDE FIXME master: rename into total_revenue
  53         'probable_revenue': fields.float('Expected Revenue', digits=(16,2),readonly=True),  # TDE FIXME master: rename into expected_revenue
  54         'stage_id': fields.many2one ('crm.stage', 'Stage', readonly=True, domain="[('team_ids', '=', team_id)]"),
  55         'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
  56         'company_id': fields.many2one('res.company', 'Company', readonly=True),
  57         'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
  58         'type':fields.selection([
  59             ('lead','Lead'),
  60             ('opportunity','Opportunity'),
  61         ],'Type', help="Type is used to separate Leads and Opportunities"),
  62     }
  63
  64     def init(self, cr):
  65
  66         """
  67             CRM Lead Report
  68             @param cr: the current row, from the database cursor
  69         """
  70         tools.drop_view_if_exists(cr, 'crm_lead_report')
  71         cr.execute("""
  72             CREATE OR REPLACE VIEW crm_lead_report AS (
  73                 SELECT
  74                     id,
  75                     c.date_deadline,
  76                     count(id) as nbr_cases,
  77
  78                     c.date_open as opening_date,
  79                     c.date_closed as date_closed,
  80
  81                     c.date_last_stage_update as date_last_stage_update,
  82
  83                     c.user_id,
  84                     c.probability,
  85                     c.stage_id,
  86                     c.type,
  87                     c.company_id,
  88                     c.priority,
  89                     c.team_id,
  90                     c.campaign_id,
  91                     c.source_id,
  92                     c.medium_id,
  93                     c.partner_id,
  94                     c.country_id,
  95                     c.planned_revenue as planned_revenue,
  96                     c.planned_revenue*(c.probability/100) as probable_revenue,
  97                     c.create_date as create_date,
  98                     extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as  delay_close,
  99                     abs(extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24)) as  delay_expected,
 100                     extract('epoch' from (c.date_open-c.create_date))/(3600*24) as  delay_open
 101                 FROM
 102                     crm_lead c
 103                 WHERE c.active = 'true'
 104                 GROUP BY c.id
 105             )""")
 106
 107
 108 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: