165 lines
7.9 KiB
Python
165 lines
7.9 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from osv import fields,osv
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import tools
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from crm import crm
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AVAILABLE_STATES = [
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('draft','Draft'),
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('open','Open'),
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('cancel', 'Cancelled'),
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('done', 'Closed'),
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('pending','Pending')
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]
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class crm_lead_report(osv.osv):
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""" CRM Lead Report """
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_name = "crm.lead.report"
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_auto = False
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_description = "CRM Lead Report"
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def _get_data(self, cr, uid, ids, field_name, arg, context={}):
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""" @param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of case and section Data’s IDs
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@param context: A standard dictionary for contextual values """
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res = {}
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avg_ans = 0.0
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for case in self.browse(cr, uid, ids, context):
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if field_name != 'avg_answers':
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state = field_name[5:]
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cr.execute("select count(id) from crm_lead where \
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section_id =%s and state='%s'"%(case.section_id.id, state))
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state_cases = cr.fetchone()[0]
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perc_state = (state_cases / float(case.nbr)) * 100
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res[case.id] = perc_state
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else:
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model_name = self._name.split('report.')
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if len(model_name) < 2:
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res[case.id] = 0.0
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else:
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model_name = model_name[1]
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cr.execute("select count(id) from crm_case_log l, ir_model m \
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where l.model_id=m.id and m.model = '%s'" , model_name)
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logs = cr.fetchone()[0]
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avg_ans = logs / case.nbr
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res[case.id] = avg_ans
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return res
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_columns = {
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'name': fields.char('Year', size=64, required=False, readonly=True),
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'user_id':fields.many2one('res.users', 'User', readonly=True),
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'country_id':fields.many2one('res.country', 'Country', readonly=True),
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'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True),
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'channel_id':fields.many2one('res.partner.canal', 'Channel', readonly=True),
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'type_id':fields.many2one('crm.case.resource.type', 'Campaign', readonly=True),
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'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
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'avg_answers': fields.function(_get_data, string='Avg. Answers', method=True, type="integer"),
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'perc_done': fields.function(_get_data, string='%Done', method=True, type="float"),
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'perc_cancel': fields.function(_get_data, string='%Cancel', method=True, type="float"),
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'month':fields.selection([('01', 'January'), ('02', 'February'), \
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('03', 'March'), ('04', 'April'),\
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('05', 'May'), ('06', 'June'), \
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('07', 'July'), ('08', 'August'),\
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('09', 'September'), ('10', 'October'),\
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('11', 'November'), ('12', 'December')], 'Month', readonly=True),
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'company_id': fields.many2one('res.company', 'Company', readonly=True),
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'create_date': fields.datetime('Create Date', readonly=True),
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'day': fields.char('Day', size=128, readonly=True),
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'email': fields.integer('# Emails', size=128, readonly=True),
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'delay_open': fields.float('Delay to Open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
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'delay_close': fields.float('Delay to Close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
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'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"),
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'probability': fields.float('Probability',digits=(16,2),readonly=True, group_operator="avg"),
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'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True),
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'probable_revenue': fields.float('Probable Revenue', digits=(16,2),readonly=True),
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'categ_id': fields.many2one('crm.case.categ', 'Category',\
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domain="['|',('section_id','=',False),('section_id','=',section_id)]" , readonly=True),
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'stage_id': fields.many2one ('crm.case.stage', 'Stage', readonly=True, domain="('object_id.model', '=', 'crm.lead')]"),
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'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
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'opening_date': fields.date('Opening Date', readonly=True),
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'creation_date': fields.date('Creation Date', readonly=True),
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'date_closed': fields.date('Close Date', readonly=True),
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'nbr': fields.integer('# of Cases', readonly=True),
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'company_id': fields.many2one('res.company', 'Company', readonly=True),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'type':fields.selection([
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('lead','Lead'),
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('opportunity','Opportunity'),
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],'Type', help="Type is used to separate Leads and Opportunities"),
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}
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def init(self, cr):
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"""
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CRM Lead Report
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@param cr: the current row, from the database cursor
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"""
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tools.drop_view_if_exists(cr, 'crm_lead_report')
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cr.execute("""
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CREATE OR REPLACE VIEW crm_lead_report AS (
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SELECT
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id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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to_char(c.create_date, 'YYYY-MM-DD') as day,
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to_char(c.create_date, 'YYYY-MM-DD') as creation_date,
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to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
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to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
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c.state,
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c.user_id,
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c.probability,
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c.stage_id,
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c.type,
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c.company_id,
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c.priority,
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c.section_id,
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c.channel_id,
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c.type_id,
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c.categ_id,
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c.partner_id,
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c.country_id,
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c.planned_revenue,
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c.planned_revenue*(c.probability/100) as probable_revenue,
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1 as nbr,
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0 as avg_answers,
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0.0 as perc_done,
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0.0 as perc_cancel,
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(SELECT count(id) FROM mailgate_message WHERE model='crm.lead' AND res_id=c.id AND history=True) AS email,
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date_trunc('day',c.create_date) as create_date,
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extract('epoch' from (c.date_closed-c.create_date))/(3600*24) as delay_close,
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abs(extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24)) as delay_expected,
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extract('epoch' from (c.date_open-c.create_date))/(3600*24) as delay_open
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FROM
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crm_lead c
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)""")
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crm_lead_report()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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