215 lines
9.5 KiB
Python
215 lines
9.5 KiB
Python
# -*- encoding: utf-8 -*-
|
|
##############################################################################
|
|
#
|
|
# OpenERP, Open Source Management Solution
|
|
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
|
|
# $Id$
|
|
#
|
|
# This program is free software: you can redistribute it and/or modify
|
|
# it under the terms of the GNU 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 General Public License for more details.
|
|
#
|
|
# You should have received a copy of the GNU General Public License
|
|
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
|
#
|
|
##############################################################################
|
|
|
|
from osv import fields,osv
|
|
|
|
AVAILABLE_STATES = [
|
|
('draft','Draft'),
|
|
('open','Open'),
|
|
('cancel', 'Canceled'),
|
|
('done', 'Closed'),
|
|
('pending','Pending')
|
|
]
|
|
|
|
class report_crm_case_user(osv.osv):
|
|
_name = "report.crm.case.user"
|
|
_description = "Cases by user and section"
|
|
_auto = False
|
|
_columns = {
|
|
'name': fields.date('Month', readonly=True),
|
|
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
|
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
|
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
|
'amount_costs': fields.float('Est.Cost', readonly=True),
|
|
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
|
|
'nbr': fields.integer('# of Cases', readonly=True),
|
|
'probability': fields.float('Avg. Probability', readonly=True),
|
|
'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
|
|
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
|
}
|
|
_order = 'name desc, user_id, section_id'
|
|
def init(self, cr):
|
|
cr.execute("""
|
|
create or replace view report_crm_case_user as (
|
|
select
|
|
min(c.id) as id,
|
|
to_char(c.create_date, 'YYYY-MM-01') as name,
|
|
c.state,
|
|
c.user_id,
|
|
c.section_id,
|
|
count(*) as nbr,
|
|
sum(planned_revenue) as amount_revenue,
|
|
sum(planned_cost) as amount_costs,
|
|
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
|
avg(probability)::decimal(16,2) as probability,
|
|
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
|
from
|
|
crm_case c
|
|
group by to_char(c.create_date, 'YYYY-MM-01'), c.state, c.user_id, c.section_id
|
|
)""")
|
|
report_crm_case_user()
|
|
|
|
class report_crm_case_categ(osv.osv):
|
|
_name = "report.crm.case.categ"
|
|
_description = "Cases by section and category"
|
|
_auto = False
|
|
_columns = {
|
|
'name': fields.date('Month', readonly=True),
|
|
'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True),
|
|
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
|
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
|
'amount_costs': fields.float('Est.Cost', readonly=True),
|
|
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
|
|
'nbr': fields.integer('# of Cases', readonly=True),
|
|
'probability': fields.float('Avg. Probability', readonly=True),
|
|
'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
|
|
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
|
}
|
|
_order = 'name desc, categ_id, section_id'
|
|
def init(self, cr):
|
|
cr.execute("""
|
|
create or replace view report_crm_case_categ as (
|
|
select
|
|
min(c.id) as id,
|
|
to_char(c.create_date, 'YYYY-MM-01') as name,
|
|
c.state,
|
|
c.categ_id,
|
|
c.section_id,
|
|
count(*) as nbr,
|
|
sum(planned_revenue) as amount_revenue,
|
|
sum(planned_cost) as amount_costs,
|
|
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
|
avg(probability)::decimal(16,2) as probability,
|
|
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
|
from
|
|
crm_case c
|
|
group by to_char(c.create_date, 'YYYY-MM-01'), c.state, c.categ_id, c.section_id
|
|
)""")
|
|
report_crm_case_categ()
|
|
|
|
|
|
class report_crm_case_section(osv.osv):
|
|
_name = "report.crm.case.section"
|
|
_description = "Cases by Section"
|
|
_auto = False
|
|
|
|
def _get_data(self, cr, uid, ids, field_name, arg, context={}):
|
|
res = {}
|
|
state_perc = 0.0
|
|
avg_ans = 0.0
|
|
|
|
for case in self.browse(cr, uid, ids, context):
|
|
if field_name != 'avg_answers':
|
|
state = field_name[5:]
|
|
cr.execute("select count(*) from crm_case where section_id =%s and state='%s'"%(case.section_id.id,state))
|
|
state_cases = cr.fetchone()[0]
|
|
perc_state = (state_cases / float(case.nbr_cases) ) * 100
|
|
|
|
res[case.id] = perc_state
|
|
else:
|
|
cr.execute('select count(*) from crm_case_log l where l.section_id=%s'%(case.section_id.id))
|
|
logs = cr.fetchone()[0]
|
|
|
|
avg_ans = logs / case.nbr_cases
|
|
res[case.id] = avg_ans
|
|
|
|
return res
|
|
|
|
_columns = {
|
|
'name': fields.date('Month', readonly=True),
|
|
# 'user_id':fields.many2one('res.users', 'User', readonly=True),
|
|
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
|
'nbr_cases': fields.integer('# of Cases', readonly=True),
|
|
'avg_answers': fields.function(_get_data,string='Avg. Answers', method=True,type="integer"),
|
|
'perc_done': fields.function(_get_data,string='%Done', method=True,type="float"),
|
|
'perc_cancel': fields.function(_get_data,string='%Cancel', method=True,type="float"),
|
|
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
|
}
|
|
_order = 'name desc, section_id'
|
|
def init(self, cr):
|
|
cr.execute("""
|
|
create or replace view report_crm_case_section as (
|
|
select
|
|
min(c.id) as id,
|
|
to_char(c.create_date, 'YYYY-MM-01') as name,
|
|
c.section_id as section_id,
|
|
count(*) as nbr_cases,
|
|
0 as avg_answers,
|
|
0.0 as perc_done,
|
|
0.0 as perc_cancel,
|
|
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
|
from
|
|
crm_case c
|
|
group by to_char(c.create_date, 'YYYY-MM-01'),c.section_id
|
|
)""")
|
|
report_crm_case_section()
|
|
|
|
class report_crm_case_service_dashboard(osv.osv):
|
|
_name = "report.crm.case.service.dashboard"
|
|
_description = "Report of Closed and Open CRM Cases within past 15 days"
|
|
_auto = False
|
|
_columns = {
|
|
'date': fields.datetime('Date', readonly=True),
|
|
'date_deadline': fields.datetime('Deadline', readonly=True),
|
|
'name': fields.char('Description', size=64, readonly=True),
|
|
'partner_id': fields.many2one('res.partner', 'Partner', readonly=True),
|
|
'user_id': fields.many2one('res.users', 'Responsible', readonly=True),
|
|
'priority': fields.char('Priority', size=64, readonly=True),
|
|
'planned_revenue': fields.float('Planned Revenue', readonly=True),
|
|
'planned_cost': fields.float('Planned Costs', readonly=True),
|
|
'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
|
|
'date_closed' : fields.datetime('Date Closed', readonly=True),
|
|
'create_date' : fields.datetime('Create Date', readonly=True)
|
|
}
|
|
_order = 'date_closed, create_date'
|
|
|
|
def init(self, cr):
|
|
cr.execute("""create or replace view report_crm_case_service_dashboard as (
|
|
select
|
|
cse.id as id, cse.date as date, cse.date_deadline as date_deadline,
|
|
cse.name as name, cse.partner_id as partner_id, cse.user_id as user_id,
|
|
cse.priority as priority, cse.planned_revenue as planned_revenue,
|
|
cse.planned_cost as planned_cost, cse.state as state,
|
|
cse.date_closed as date_closed, cse.create_date as create_date
|
|
from
|
|
crm_case cse
|
|
where
|
|
((to_date(to_char(cse.date_closed, 'YYYY-MM-dd'),'YYYY-MM-dd') <= CURRENT_DATE)
|
|
AND
|
|
(to_date(to_char(cse.date_closed, 'YYYY-MM-dd'),'YYYY-MM-dd') > (CURRENT_DATE-15))
|
|
AND
|
|
cse.state='done')
|
|
|
|
OR
|
|
|
|
((to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') <= CURRENT_DATE)
|
|
AND
|
|
(to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') > (CURRENT_DATE-15))
|
|
AND
|
|
cse.state='open')
|
|
)""")
|
|
report_crm_case_service_dashboard()
|
|
|
|
|
|
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
|
|