109 lines
5.1 KiB
Python
109 lines
5.1 KiB
Python
# -*- coding: utf-8 -*-
|
|
##############################################################################
|
|
#
|
|
# OpenERP, Open Source Management Solution
|
|
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
|
|
#
|
|
# 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 <http://www.gnu.org/licenses/>.
|
|
#
|
|
##############################################################################
|
|
|
|
from osv import fields,osv
|
|
import tools
|
|
|
|
AVAILABLE_STATES = [
|
|
('draft','Draft'),
|
|
('open','Open'),
|
|
('cancel', 'Cancelled'),
|
|
('done', 'Closed'),
|
|
('pending','Pending')
|
|
]
|
|
|
|
class crm_fundraising_report(osv.osv):
|
|
"""CRM Fundraising Report"""
|
|
|
|
_name = "crm.fundraising.report"
|
|
_auto = False
|
|
_description = "CRM Fundraising Report"
|
|
|
|
_columns = {
|
|
'name': fields.char('Year', size=64, required=False, readonly=True),
|
|
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
|
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
|
'nbr': fields.integer('# of Cases', readonly=True),
|
|
'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
|
|
'month':fields.selection([('01', 'January'), ('02', 'February'), \
|
|
('03', 'March'), ('04', 'April'),\
|
|
('05', 'May'), ('06', 'June'), \
|
|
('07', 'July'), ('08', 'August'),\
|
|
('09', 'September'), ('10', 'October'),\
|
|
('11', 'November'), ('12', 'December')], 'Month', readonly=True),
|
|
'company_id': fields.many2one('res.company', 'Company', readonly=True),
|
|
'create_date': fields.datetime('Create Date', readonly=True, select=True),
|
|
'day': fields.char('Day', size=128, readonly=True),
|
|
'categ_id': fields.many2one('crm.case.categ', 'Category', \
|
|
domain="[('section_id','=',section_id),\
|
|
('object_id.model', '=', 'crm.fundraising')]"),
|
|
'probability': fields.float('Avg. Probability',digits=(16,2),readonly=True, group_operator="avg"),
|
|
'amount_revenue': fields.float('Est.Revenue',readonly=True,digits=(16,2)),
|
|
'amount_revenue_prob': fields.float('Est. Rev*Prob.',digits=(16,2),readonly=True),
|
|
'delay_close': fields.float('Delay to close', digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
|
|
'partner_id': fields.many2one('res.partner', 'Partner'),
|
|
'company_id': fields.many2one('res.company', 'Company'),
|
|
'type_id': fields.many2one('crm.case.resource.type', 'Fundraising Type', \
|
|
domain="[('section_id','=',section_id),\
|
|
('object_id.model', '=', 'crm.fundraising')]"),
|
|
'planned_cost': fields.float('Planned Costs',readonly=True,digits=(16,2)),
|
|
}
|
|
|
|
def init(self, cr):
|
|
|
|
""" Display Number of cases and Average Probability
|
|
@param cr: the current row, from the database cursor
|
|
"""
|
|
|
|
tools.drop_view_if_exists(cr, 'crm_fundraising_report')
|
|
cr.execute("""
|
|
create or replace view crm_fundraising_report as (
|
|
select
|
|
min(c.id) as id,
|
|
to_char(c.date, 'YYYY') as name,
|
|
to_char(c.date, 'MM') as month,
|
|
to_char(c.date, 'YYYY-MM-DD') as day,
|
|
c.state,
|
|
c.user_id,
|
|
c.section_id,
|
|
c.categ_id,
|
|
c.type_id,
|
|
c.company_id,
|
|
c.partner_id,
|
|
count(*) as nbr,
|
|
date_trunc('day',c.create_date) as create_date,
|
|
sum(planned_revenue) as amount_revenue,
|
|
sum(planned_cost) as planned_cost,
|
|
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
|
avg(probability)::decimal(16,2) as probability,
|
|
avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
|
|
from
|
|
crm_fundraising c
|
|
where c.active = 'true'
|
|
group by to_char(c.date, 'YYYY'), to_char(c.date, 'MM'),\
|
|
c.state, c.user_id,c.section_id,c.categ_id,type_id,c.partner_id,c.company_id,
|
|
c.create_date,to_char(c.date, 'YYYY-MM-DD')
|
|
)""")
|
|
|
|
crm_fundraising_report()
|
|
|
|
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|