diff --git a/crm_won_lost_report/README.rst b/crm_won_lost_report/README.rst new file mode 100644 index 000000000..0337978ea --- /dev/null +++ b/crm_won_lost_report/README.rst @@ -0,0 +1,14 @@ +CRM Won/Lost Leads XLS Report +============================= + + This module will generate crm leads won/lost xls report. + + Sales->Report -> Won/Lost Reports + + +Credits +======= +Cybrosys Techno Solutions +Author +------ +* Cybrosys diff --git a/crm_won_lost_report/__init__.py b/crm_won_lost_report/__init__.py new file mode 100644 index 000000000..2c2f5dc88 --- /dev/null +++ b/crm_won_lost_report/__init__.py @@ -0,0 +1,25 @@ +# -*- coding: utf-8 -*- + +############################################################################## +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2016-TODAY Cybrosys Technologies(). +# Author: Niyas Raphy() +# you can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# It is forbidden to publish, distribute, sublicense, or sell copies +# of the Software or modified copies of the Software. +# +# 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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# GENERAL PUBLIC LICENSE (LGPL v3) along with this program. +# If not, see . +# +############################################################################## +import models +import report diff --git a/crm_won_lost_report/__openerp__.py b/crm_won_lost_report/__openerp__.py new file mode 100644 index 000000000..32337309c --- /dev/null +++ b/crm_won_lost_report/__openerp__.py @@ -0,0 +1,44 @@ +# -*- coding: utf-8 -*- + +############################################################################## +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2016-TODAY Cybrosys Technologies(). +# Author: Niyas Raphy() +# you can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# It is forbidden to publish, distribute, sublicense, or sell copies +# of the Software or modified copies of the Software. +# +# 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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# GENERAL PUBLIC LICENSE (LGPL v3) along with this program. +# If not, see . +# +############################################################################## +{ + 'name': "CRM Won/Lost XLS Report", + 'version': '9.0.1.0.0', + "category": "Sales", + 'summary': """Generate CRM XLS Report of Won/Lost Leads""", + 'description': """Generate CRM XLS Report of Won/Lost leads""", + 'author': "Cybrosys Techno Solutions", + 'company': "Cybrosys Techno Solutions", + 'website': "https://www.cybrosys.com", + 'depends': ['base', 'crm', 'report_xlsx'], + 'data': [ + 'views/new_menu_view.xml', + 'security/ir.model.access.csv', + + ], + 'images': ['static/description/banner.jpg'], + 'license': 'LGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/crm_won_lost_report/models/__init__.py b/crm_won_lost_report/models/__init__.py new file mode 100644 index 000000000..d068d95ed --- /dev/null +++ b/crm_won_lost_report/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- + +############################################################################## +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2016-TODAY Cybrosys Technologies(). +# Author: Niyas Raphy() +# you can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# It is forbidden to publish, distribute, sublicense, or sell copies +# of the Software or modified copies of the Software. +# +# 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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# GENERAL PUBLIC LICENSE (LGPL v3) along with this program. +# If not, see . +# +############################################################################## +import crm_won_lost_report diff --git a/crm_won_lost_report/models/crm_won_lost_report.py b/crm_won_lost_report/models/crm_won_lost_report.py new file mode 100644 index 000000000..0162358e1 --- /dev/null +++ b/crm_won_lost_report/models/crm_won_lost_report.py @@ -0,0 +1,46 @@ +# -*- coding: utf-8 -*- + +############################################################################## +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2016-TODAY Cybrosys Technologies(). +# Author: Niyas Raphy() +# you can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# It is forbidden to publish, distribute, sublicense, or sell copies +# of the Software or modified copies of the Software. +# +# 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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# GENERAL PUBLIC LICENSE (LGPL v3) along with this program. +# If not, see . +# +############################################################################## +from openerp import models, fields + + +class ResUsers(models.Model): + _inherit = 'res.users' + + user_ref_ids = fields.Many2many('res.users', 'ref2', 'ref1', 'sales_person', string="User", invisible=1) + + +class CrmReport(models.TransientModel): + _name = 'crm.won.lost.report' + + sales_person = fields.Many2many('res.users', 'ref1', 'ref2', 'user_ref_ids', string="Sales Persons") + start_date = fields.Date('Start Date') + end_date = fields.Date('End Date', default=fields.Date.today) + + def print_xls_report(self, cr, uid, ids, context=None): + data = self.read(cr, uid, ids)[0] + return {'type': 'ir.actions.report.xml', + 'report_name': 'crm_won_lost_report.report_crm_won_lost_report.xlsx', + 'datas': data + } + diff --git a/crm_won_lost_report/report/__init__.py b/crm_won_lost_report/report/__init__.py new file mode 100644 index 000000000..4bbce3c20 --- /dev/null +++ b/crm_won_lost_report/report/__init__.py @@ -0,0 +1,26 @@ +# -*- coding: utf-8 -*- + +############################################################################## +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2016-TODAY Cybrosys Technologies(). +# Author: Niyas Raphy() +# you can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# It is forbidden to publish, distribute, sublicense, or sell copies +# of the Software or modified copies of the Software. +# +# 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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# GENERAL PUBLIC LICENSE (LGPL v3) along with this program. +# If not, see . +# +############################################################################## +import crm_won_lost_report + + diff --git a/crm_won_lost_report/report/crm_won_lost_report.py b/crm_won_lost_report/report/crm_won_lost_report.py new file mode 100644 index 000000000..3d0a9755f --- /dev/null +++ b/crm_won_lost_report/report/crm_won_lost_report.py @@ -0,0 +1,193 @@ +# -*- coding: utf-8 -*- + +############################################################################## +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2016-TODAY Cybrosys Technologies(). +# Author: Niyas Raphy() +# you can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# It is forbidden to publish, distribute, sublicense, or sell copies +# of the Software or modified copies of the Software. +# +# 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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# GENERAL PUBLIC LICENSE (LGPL v3) along with this program. +# If not, see . +# +############################################################################## +from time import gmtime, strftime +from openerp.addons.report_xlsx.report.report_xlsx import ReportXlsx + + +class CrmReportWonLost(ReportXlsx): + + def generate_xlsx_report(self, workbook, data, lines): + current_date = strftime("%Y-%m-%d", gmtime()) + logged_users = self.env['res.users'].search([('id', '=', data['create_uid'][0])]) + sheet = workbook.add_worksheet() + format1 = workbook.add_format({'font_size': 16, 'align': 'vcenter', 'bg_color': '#D3D3D3', 'bold': True}) + format3 = workbook.add_format({'font_size': 10, 'bold': True}) + format4 = workbook.add_format({'font_size': 10}) + format5 = workbook.add_format({'font_size': 10, 'bg_color': '#FFFFFF'}) + format7 = workbook.add_format({'font_size': 12, 'bg_color': '#eaeae1'}) + format8 = workbook.add_format({'font_size': 10, 'bg_color': '#D3D3D3'}) + format9 = workbook.add_format({'font_size': 10, 'align': 'vcenter', 'bg_color': '#ff1a1a', 'bold': True}) + format10 = workbook.add_format({'font_size': 10, 'bg_color': '#00ff00'}) + format11 = workbook.add_format({'font_size': 10, 'bg_color': '#ff0000'}) + justify = workbook.add_format({'right': True, 'left': True, 'font_size': 12}) + format3.set_align('center') + justify.set_align('justify') + format1.set_align('center') + sheet.merge_range('A1:B1', logged_users.company_id.name, format5) + sheet.merge_range('A2:M2', logged_users.company_id.street, format5) + sheet.write('A3', logged_users.company_id.city, format5) + sheet.merge_range('B3:N3', logged_users.company_id.zip, format5) + sheet.merge_range('A4:B4', logged_users.company_id.state_id.name, format5) + sheet.merge_range('A5:B5', logged_users.company_id.country_id.name, format5) + sheet.merge_range('M1:N1', logged_users.company_id.rml_header1, format5) + sheet.write('M4', "From Date:", format5) + if data['start_date']: + sheet.write('N4', data['start_date'], format5) + else: + sheet.write('N4', '', format5) + sheet.write('M5', 'To Date:', format5) + if data['end_date']: + sheet.write('N5', data['end_date'], format5) + else: + sheet.write('N5', current_date, format5) + sheet.merge_range(0, 2, 4, 11, "", format5) + sheet.merge_range(1, 2, 2, 13, "", format5) + sheet.merge_range(1, 6, 4, 8, "", format5) + irow = 5 + icol = 0 + sheet.merge_range(irow, icol, irow+2, icol + 13, 'CRM WON/LOST REPORT', format1) + sheet.merge_range('A9:B9', "Sales Person", format7) + sheet.write('C9', "Status", format7) + sheet.merge_range('D9:G9', "Lead Name", format7) + sheet.write('H9', "Exp. Rev", format7) + sheet.merge_range('I9:K9', "Reason", format7) + sheet.merge_range('L9:N9', "Internal Note", format7) + sales_person = [] + if data['sales_person']: + for user_sales in data['sales_person']: + sales_person.append(user_sales) + else: + res_users = self.env['res.users'].search([]) + for users in res_users: + sales_person.append(users.id) + irow = 8 + icol = 0 + for person in sales_person: + lost_list = [] + sale_users = self.env['res.users'].search([('id', '=', person)]) + lost_leads = self.env['crm.lead'].search([('active', '=', False)]) + if data['start_date'] and data['end_date']: + crm_stages = self.env['crm.lead'].search([('user_id', '=', person), + ('date_closed', '>=', data['start_date']), + ('date_closed', '<=', data['end_date'])]) + + for lost in lost_leads: + if lost.user_id.id == person: + if lost.create_date >= data['start_date'] and lost.create_date < data['end_date']: + lost_list.append(lost.id) + elif data['start_date'] and not data['end_date']: + crm_stages = self.env['crm.lead'].search([('user_id', '=', person), + ('date_closed', '>=', data['start_date'])]) + for lost in lost_leads: + if lost.user_id.id == person: + if lost.create_date >= data['start_date']: + lost_list.append(lost.id) + elif not data['start_date'] and data['end_date']: + crm_stages = self.env['crm.lead'].search([('user_id', '=', person), + ('date_closed', '<=', data['end_date'])]) + for lost in lost_leads: + if lost.user_id.id == person: + if lost.create_date < data['end_date']: + lost_list.append(lost.id) + else: + crm_stages = self.env['crm.lead'].search([('user_id', '=', person)]) + for lost in lost_leads: + if lost.user_id.id == person: + lost_list.append(lost.id) + if crm_stages or lost_list: + irow += 1 + sheet.merge_range(irow, icol, irow, icol + 1, sale_users.partner_id.name, format8) + sheet.write(irow, icol + 2, '', format8) + sheet.merge_range(irow, icol+3, irow, icol + 6, '', format8) + sheet.write(irow, icol + 7, '', format8) + sheet.merge_range(irow, icol + 8, irow, icol+10, '', format8) + sheet.merge_range(irow, icol + 11, irow, icol + 13, '', format8) + won_list = [] + for stages in crm_stages: + if stages.active and stages.date_closed: + won_list.append(stages.id) + if won_list: + irow += 1 + icol = 0 + sheet.merge_range(irow, icol, irow, icol + 1, '', format3) + sheet.write(irow, icol + 2, 'Won', format10) + sheet.merge_range(irow, icol + 3, irow, icol + 6, '', format3) + sheet.write(irow, icol + 7, '', format3) + sheet.merge_range(irow, icol + 8, irow, icol + 10, '', format3) + sheet.merge_range(irow, icol + 11, irow, icol + 13, '', format3) + for won_leads in won_list: + lead_won = self.env['crm.lead'].search([('id', '=', won_leads)]) + irow += 1 + icol = 0 + sheet.merge_range(irow, icol, irow, icol + 1, '', format3) + sheet.write(irow, icol + 2, '', format3) + sheet.merge_range(irow, icol + 3, irow, icol + 6, lead_won.name, format4) + if lead_won.planned_revenue: + sheet.write(irow, icol + 7, lead_won.planned_revenue, format4) + else: + sheet.write(irow, icol + 7, '', format4) + sheet.merge_range(irow, icol + 8, irow, icol + 10, '', format4) + if lead_won.description: + sheet.merge_range(irow, icol + 11, irow, icol + 13, lead_won.description, format4) + else: + sheet.merge_range(irow, icol + 11, irow, icol + 13, '', format4) + + if lost_list: + irow += 1 + icol = 0 + sheet.merge_range(irow, icol, irow, icol + 1, '', format3) + sheet.write(irow, icol + 2, 'Lost', format11) + sheet.merge_range(irow, icol + 3, irow, icol + 6, '', format3) + sheet.write(irow, icol + 7, '', format3) + sheet.merge_range(irow, icol + 8, irow, icol + 10, '', format3) + sheet.merge_range(irow, icol + 11, irow, icol + 13, '', format3) + all_lead_lost = self.env['crm.lead'].search([('active', '=', False)]) + for lost_leads in all_lead_lost: + if lost_leads.lost_reason: + get_lost_reason = self.env['crm.lost.reason'].search([('id', '=', lost_leads.lost_reason.id)]) + reason_lost = get_lost_reason.name + if lost_leads.id in lost_list: + irow += 1 + icol = 0 + sheet.merge_range(irow, icol, irow, icol + 1, '', format3) + sheet.write(irow, icol + 2, '', format3) + sheet.merge_range(irow, icol + 3, irow, icol + 6, lost_leads.name, format4) + if lost_leads.planned_revenue: + sheet.write(irow, icol + 7, lost_leads.planned_revenue, format4) + else: + sheet.write(irow, icol + 7, '', format4) + if lost_leads.lost_reason: + sheet.merge_range(irow, icol + 8, irow, icol + 10, reason_lost, format4) + else: + sheet.merge_range(irow, icol + 8, irow, icol + 10, '', format4) + if lost_leads.description: + sheet.merge_range(irow, icol + 11, irow, icol + 13, lost_leads.description, format4) + else: + sheet.merge_range(irow, icol + 11, irow, icol + 13, '', format4) + if not won_list and not lost_list: + sheet.merge_range(irow + 1, icol, irow + 2, icol + 13, 'No Won/Lost Leads', format9) + irow += 2 + sheet.merge_range(irow + 1, icol, irow + 2, icol + 13, '', format1) + +CrmReportWonLost('report.crm_won_lost_report.report_crm_won_lost_report.xlsx', 'crm.won.lost.report') \ No newline at end of file diff --git a/crm_won_lost_report/security/ir.model.access.csv b/crm_won_lost_report/security/ir.model.access.csv new file mode 100644 index 000000000..92562d83e --- /dev/null +++ b/crm_won_lost_report/security/ir.model.access.csv @@ -0,0 +1,3 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_crm_won_lost_report,access.crm.report,model_crm_won_lost_report,base.group_sale_manager,1,1,1,1 + diff --git a/crm_won_lost_report/static/description/banner.jpg b/crm_won_lost_report/static/description/banner.jpg new file mode 100644 index 000000000..f4334cc63 Binary files /dev/null and b/crm_won_lost_report/static/description/banner.jpg differ diff --git a/crm_won_lost_report/static/description/icon.png b/crm_won_lost_report/static/description/icon.png new file mode 100644 index 000000000..2c163c41b Binary files /dev/null and b/crm_won_lost_report/static/description/icon.png differ diff --git a/crm_won_lost_report/static/description/index.html b/crm_won_lost_report/static/description/index.html new file mode 100644 index 000000000..b650e5ce2 --- /dev/null +++ b/crm_won_lost_report/static/description/index.html @@ -0,0 +1,79 @@ +
+
+

CRM WON/LOST XLS REPORT

+

This Module generate won / lost XLS report for the CRM leads .

+

Author : Cybrosys Techno Solutions , www.cybrosys.com

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+
+

Features:

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+ ☑ XLS report
+ ☑ In report, filters like sales person, start date and end date is added
+ +
+
+
+ +
+
+
+

Overview

+

+ Currently in Odoo there is no won / lost XLS report for the CRM leads. This module will add such a feature so that + it will be easy to distinguish each sales person's perfomance based on his/her won and lost leads +

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+
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+ +
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+

Report

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+

+ You can take the report from, +

Sales-> Report -> Won/Lost Reports

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+

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+

+ Sample Report +

+

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+ +
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+ +
+

Need Any Help?

+
+ +
+ +
+ + + + + +
+
+
+ + + diff --git a/crm_won_lost_report/static/description/report_xls.png b/crm_won_lost_report/static/description/report_xls.png new file mode 100644 index 000000000..f6f7556cf Binary files /dev/null and b/crm_won_lost_report/static/description/report_xls.png differ diff --git a/crm_won_lost_report/views/new_menu_view.xml b/crm_won_lost_report/views/new_menu_view.xml new file mode 100644 index 000000000..92cc7c5be --- /dev/null +++ b/crm_won_lost_report/views/new_menu_view.xml @@ -0,0 +1,46 @@ + + + + + + CRM Report + crm.won.lost.report + +
+ + + + + + + + + +
+
+
+ + + + WON / LOST Report + crm.won.lost.report + form + tree,form + + new + + + + +