# -*- coding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-2010 Tiny SPRL (). # # This program is free software: you can redistribute it and/or modify # it under the terms of the GNU Affero General Public License as # published by the Free Software Foundation, either version 3 of the # License, or (at your option) any later version. # # This program is distributed in the hope that it will be useful, # but WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU Affero General Public License for more details. # # You should have received a copy of the GNU Affero General Public License # along with this program. If not, see . # ############################################################################## from osv import fields,osv import tools from .. import crm AVAILABLE_STATES = [ ('draft','Draft'), ('open','Open'), ('cancel', 'Cancelled'), ('done', 'Closed'), ('pending','Pending') ] MONTHS = [ ('01', 'January'), ('02', 'February'), ('03', 'March'), ('04', 'April'), ('05', 'May'), ('06', 'June'), ('07', 'July'), ('08', 'August'), ('09', 'September'), ('10', 'October'), ('11', 'November'), ('12', 'December') ] class crm_lead_report(osv.osv): """ CRM Lead Analysis """ _name = "crm.lead.report" _auto = False _description = "CRM Lead Analysis" _rec_name = 'deadline_day' _columns = { # grouping fields based on Deadline Date 'deadline_year': fields.char('Ex. Closing Year', size=10, readonly=True, help="Expected closing year"), 'deadline_month':fields.selection(MONTHS, 'Exp. Closing Month', readonly=True, help="Expected closing month"), 'deadline_day': fields.char('Exp. Closing Day', size=10, readonly=True, help="Expected closing day"), # grouping fields based on Create Date 'creation_year': fields.char('Creation Year', size=10, readonly=True, help="Creation year"), 'creation_month': fields.selection(MONTHS, 'Creation Month', readonly=True, help="Creation month"), 'creation_day': fields.char('Creation Day', size=10, readonly=True, help="Creation day"), # other date fields 'create_date': fields.datetime('Create Date', readonly=True), 'opening_date': fields.date('Opening Date', readonly=True), 'date_closed': fields.date('Close Date', readonly=True), # durations 'delay_open': fields.float('Delay to Open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"), 'delay_close': fields.float('Delay to Close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"), 'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"), 'user_id':fields.many2one('res.users', 'User', readonly=True), 'country_id':fields.many2one('res.country', 'Country', readonly=True), 'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True), 'channel_id':fields.many2one('crm.case.channel', 'Channel', readonly=True), 'type_id':fields.many2one('crm.case.resource.type', 'Campaign', readonly=True), 'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True), 'company_id': fields.many2one('res.company', 'Company', readonly=True), 'email': fields.integer('# Emails', size=128, readonly=True), 'probability': fields.float('Probability',digits=(16,2),readonly=True, group_operator="avg"), 'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True), 'probable_revenue': fields.float('Probable Revenue', digits=(16,2),readonly=True), 'stage_id': fields.many2one ('crm.case.stage', 'Stage', readonly=True, domain="[('section_ids', '=', section_id)]"), 'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True), 'nbr': fields.integer('# of Cases', readonly=True), 'company_id': fields.many2one('res.company', 'Company', readonly=True), 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'), 'type':fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', help="Type is used to separate Leads and Opportunities"), } def init(self, cr): """ CRM Lead Report @param cr: the current row, from the database cursor """ tools.drop_view_if_exists(cr, 'crm_lead_report') cr.execute(""" CREATE OR REPLACE VIEW crm_lead_report AS ( SELECT id, to_char(c.date_deadline, 'YYYY') as deadline_year, to_char(c.date_deadline, 'MM') as deadline_month, to_char(c.date_deadline, 'YYYY-MM-DD') as deadline_day, to_char(c.create_date, 'YYYY') as creation_year, to_char(c.create_date, 'MM') as creation_month, to_char(c.create_date, 'YYYY-MM-DD') as creation_day, to_char(c.date_open, 'YYYY-MM-DD') as opening_date, to_char(c.date_closed, 'YYYY-mm-dd') as date_closed, c.state, c.user_id, c.probability, c.stage_id, c.type, c.company_id, c.priority, c.section_id, c.channel_id, c.type_id, c.partner_id, c.country_id, c.planned_revenue, c.planned_revenue*(c.probability/100) as probable_revenue, 1 as nbr, (SELECT count(id) FROM mail_message WHERE model='crm.lead' AND res_id=c.id AND email_from is not null) AS email, date_trunc('day',c.create_date) as create_date, extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as delay_close, abs(extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24)) as delay_expected, extract('epoch' from (c.date_open-c.create_date))/(3600*24) as delay_open FROM crm_lead c WHERE c.active = 'true' )""") crm_lead_report() # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: