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