# -*- coding: utf-8 -*- # Part of Odoo, Flectra. See LICENSE file for full copyright and licensing details. from flectra import fields, models, tools, api from ..models import crm_stage class OpportunityReport(models.Model): """ CRM Opportunity Analysis """ _name = "crm.opportunity.report" _auto = False _description = "CRM Opportunity Analysis" _rec_name = 'date_deadline' date_deadline = fields.Date('Expected Closing', readonly=True) create_date = fields.Datetime('Creation Date', readonly=True) opening_date = fields.Datetime('Assignation Date', readonly=True) date_closed = fields.Datetime('Close Date', readonly=True) date_last_stage_update = fields.Datetime('Last Stage Update', readonly=True) active = fields.Boolean('Active', readonly=True) # durations delay_open = fields.Float('Delay to Assign', 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', string='User', readonly=True) team_id = fields.Many2one('crm.team', 'Sales Channel', oldname='section_id', readonly=True) nbr_activities = fields.Integer('# of Activities', readonly=True) city = fields.Char('City') country_id = fields.Many2one('res.country', string='Country', readonly=True) probability = fields.Float(string='Probability', digits=(16, 2), readonly=True, group_operator="avg") total_revenue = fields.Float(string='Total Revenue', digits=(16, 2), readonly=True) expected_revenue = fields.Float(string='Probable Turnover', digits=(16, 2), readonly=True) stage_id = fields.Many2one('crm.stage', string='Stage', readonly=True, domain="['|', ('team_id', '=', False), ('team_id', '=', team_id)]") stage_name = fields.Char(string='Stage Name', readonly=True) partner_id = fields.Many2one('res.partner', string='Partner', readonly=True) company_id = fields.Many2one('res.company', string='Company', readonly=True) priority = fields.Selection(crm_stage.AVAILABLE_PRIORITIES, string='Priority', group_operator="avg") type = fields.Selection([ ('lead', 'Lead'), ('opportunity', 'Opportunity'), ], help="Type is used to separate Leads and Opportunities") lost_reason = fields.Many2one('crm.lost.reason', string='Lost Reason', readonly=True) date_conversion = fields.Datetime(string='Conversion Date', readonly=True) campaign_id = fields.Many2one('utm.campaign', string='Campaign', readonly=True) source_id = fields.Many2one('utm.source', string='Source', readonly=True) medium_id = fields.Many2one('utm.medium', string='Medium', readonly=True) def _select(self): select_str = """ SELECT c.id, c.date_deadline, c.date_open as opening_date, c.date_closed as date_closed, c.date_last_stage_update as date_last_stage_update, c.user_id, c.probability, c.stage_id, stage.name as stage_name, c.type, c.company_id, c.priority, c.team_id, (SELECT COUNT(*) FROM mail_message m WHERE m.model = 'crm.lead' and m.res_id = c.id) as nbr_activities, c.active, c.campaign_id, c.source_id, c.medium_id, c.partner_id, c.city, c.country_id, c.planned_revenue as total_revenue, c.planned_revenue*(c.probability/100) as expected_revenue, 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, c.lost_reason, c.date_conversion as date_conversion """ return select_str def _from(self): from_str = """ FROM "crm_lead" c """ return from_str def _join(self): join_str = """ LEFT JOIN "crm_stage" stage ON stage.id = c.stage_id """ return join_str def _where(self): where_str = """ """ return where_str def _group_by(self): group_by_str = """ GROUP BY c.id, stage.name """ return group_by_str @api.model_cr def init(self): tools.drop_view_if_exists(self.env.cr, self._table) self.env.cr.execute("""CREATE VIEW %s AS ( %s %s %s %s %s )""" % (self._table, self._select(), self._from(), self._join(), self._where(), self._group_by()))