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1421 lines
61 KiB
1421 lines
61 KiB
""""CRM Dashboard"""
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# -*- coding: utf-8 -*-
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#############################################################################
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#
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# Cybrosys Technologies Pvt. Ltd.
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#
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# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
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#
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# You can modify it under the terms of the GNU LESSER
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# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
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#
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
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# (LGPL v3) along with this program.
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# If not, see <http://www.gnu.org/licenses/>.
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#
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#############################################################################
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import datetime
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import calendar
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from odoo import models, fields, api
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from odoo.tools import date_utils
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from odoo.http import request
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from dateutil.relativedelta import relativedelta
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from datetime import datetime
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class CRMSalesTeam(models.Model):
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_inherit = 'crm.team'
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crm_lead_state_id = fields.Many2one("crm.stage", string="CRM Lead",
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store=True)
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class ResUser(models.Model):
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_inherit = 'res.users'
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sales = fields.Float(string="Target")
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class SalesOrder(models.Model):
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_inherit = 'sale.order'
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def action_confirm(self):
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"""Supering the Confirm Button for Changing CRM Stage"""
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res = super(SalesOrder, self).action_confirm()
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self.opportunity_id.stage_id = self.team_id.crm_lead_state_id
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return res
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class CRMLead(models.Model):
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_inherit = 'crm.lead'
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crm_manager_id = fields.Many2one("res.users", string="CRM Manager",
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store=True)
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monthly_goal = fields.Float(string="Monthly Goal")
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achievement_amount = fields.Float(string="Monthly Achievement")
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@api.model
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def _get_currency(self):
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currency_array = [self.env.user.company_id.currency_id.symbol,
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self.env.user.company_id.currency_id.position]
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return currency_array
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@api.model
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def check_user_group(self):
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"""Checking user group"""
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user = self.env.user
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if user.has_group('sales_team.group_sale_manager'):
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return True
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else:
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return False
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@api.model
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def get_lead_stage_data(self):
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"""funnel chart"""
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stage_ids = self.env["crm.stage"].search([])
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crm_list = []
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for stage in stage_ids:
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leads = self.search_count([("stage_id", "=", stage.id)])
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crm_list.append((stage.name, int(leads)))
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return crm_list
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@api.model
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def get_lead_month_pie(self):
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"""pie chart"""
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month_count = []
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month_value = []
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leads = self.env['crm.lead'].search([])
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for rec in leads:
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month = rec.create_date.month
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if month not in month_value:
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month_value.append(month)
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month_count.append(month)
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month_val = []
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for index in range(len(month_value)):
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value = month_count.count(month_value[index])
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month_name = calendar.month_name[month_value[index]]
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month_val.append({'label': month_name, 'value': value})
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name = []
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for record in month_val:
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name.append(record.get('label'))
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count = []
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for record in month_val:
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count.append(record.get('value'))
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month = [count, name]
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return month
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@api.model
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def get_the_sales_activity(self):
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"""Sales Activity Pie"""
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self._cr.execute('''select mail_activity_type.name,COUNT(*) from mail_activity
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inner join mail_activity_type on mail_activity.activity_type_id = mail_activity_type.id
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where mail_activity.res_model = 'crm.lead' GROUP BY mail_activity_type.name''')
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data = self._cr.dictfetchall()
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name = []
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for record in data:
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name.append(record.get('name'))
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count = []
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for record in data:
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count.append(record.get('count'))
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final = [count, name]
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return final
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@api.model
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def get_the_annual_target(self):
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"""Annual Target: Year To Date Graph"""
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session_user_id = self.env.uid
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self._cr.execute('''SELECT res_users.id,res_users.sales,res_users.sale_team_id,
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(SELECT crm_team.invoiced_target FROM crm_team WHERE crm_team.id = res_users.sale_team_id)
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FROM res_users WHERE res_users.sales is not null and res_users.id=%s
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AND res_users.sale_team_id is not null;''' % session_user_id)
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data2 = self._cr.dictfetchall()
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sales = []
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inv_target = []
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team_id = 0
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for rec in data2:
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sales.append(rec['sales'])
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inv_target.append(rec['invoiced_target'])
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team_id = rec['sale_team_id']
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target_annual = (sum(sales) + sum(inv_target))
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if self.env.user.has_group('sales_team.group_sale_manager'):
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self._cr.execute('''SELECT res_users.id,res_users.sales,res_users.sale_team_id,
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(SELECT crm_team.invoiced_target FROM crm_team WHERE
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crm_team.id = res_users.sale_team_id) FROM res_users WHERE res_users.id = %s
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AND res_users.sales is not null;''' % session_user_id)
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data3 = self._cr.dictfetchall()
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sales = []
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inv_target = []
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for rec in data3:
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sales.append(rec['sales'])
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inv_target.append(rec['invoiced_target'])
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ytd_target = (sum(sales) + sum(inv_target))
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self._cr.execute('''select sum(expected_revenue) from crm_lead where stage_id=4
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and team_id=%s AND Extract(Year FROM date_closed)=Extract(Year FROM DATE(NOW(
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)))''' % team_id)
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achieved_won_data = self._cr.dictfetchall()
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achieved_won = [item['sum'] for item in achieved_won_data]
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else:
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self._cr.execute('''SELECT res_users.id,res_users.sales FROM res_users
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WHERE res_users.id = %s AND res_users.sales is not null;''' % session_user_id)
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data4 = self._cr.dictfetchall()
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sales = []
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for rec in data4:
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sales.append(rec['sales'])
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ytd_target = (sum(sales))
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self._cr.execute('''select sum(expected_revenue) from crm_lead where stage_id=4
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and user_id=%s AND Extract(Year FROM date_closed)=Extract(Year FROM DATE(NOW(
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)))''' % session_user_id)
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achieved_won_data = self._cr.dictfetchall()
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achieved_won = [item['sum'] for item in achieved_won_data]
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won = achieved_won[0]
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if won is None:
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won = 0
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value = [target_annual, ytd_target, won]
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name = ["Annual Target", "YtD target", "Won"]
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final = [value, name]
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return final
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@api.model
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def get_the_campaign_pie(self):
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"""Leads Group By Campaign Pie"""
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self._cr.execute('''select campaign_id, COUNT(*),
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(SELECT name FROM utm_campaign WHERE utm_campaign.id = crm_lead.campaign_id)
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FROM crm_lead WHERE campaign_id is not null GROUP BY campaign_id''')
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data = self._cr.dictfetchall()
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name = []
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for record in data:
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name.append(record.get('name'))
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count = []
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for record in data:
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count.append(record.get('count'))
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final = [count, name]
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return final
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@api.model
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def get_the_source_pie(self):
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"""Leads Group By Source Pie"""
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self._cr.execute('''select source_id,COUNT(*),(SELECT name FROM utm_source
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WHERE utm_source.id = crm_lead.source_id) from crm_lead
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WHERE source_id is not null GROUP BY source_id''')
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data = self._cr.dictfetchall()
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name = []
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for record in data:
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name.append(record.get('name'))
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count = []
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for record in data:
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count.append(record.get('count'))
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final = [count, name]
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return final
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@api.model
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def get_the_medium_pie(self):
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"""Leads Group By Medium Pie"""
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self._cr.execute('''select medium_id,COUNT(*),(SELECT name FROM utm_medium
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WHERE utm_medium.id = crm_lead.medium_id) from crm_lead
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WHERE medium_id is not null GROUP BY medium_id ''')
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data = self._cr.dictfetchall()
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name = []
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for record in data:
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name.append(record.get('name'))
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count = []
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for record in data:
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count.append(record.get('count'))
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final = [count, name]
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return final
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@api.model
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def revenue_count_pie(self):
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"""Total expected revenue and count Pie"""
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session_user_id = self.env.uid
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self._cr.execute('''select sum(expected_revenue) as revenue from crm_lead
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where user_id=%s and type='opportunity' and active=true''' % session_user_id)
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total_expected_revenue_data = self._cr.dictfetchall()
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total_expected_revenue = [item['revenue'] for item in total_expected_revenue_data]
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total_expected_revenue = total_expected_revenue[0]
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if total_expected_revenue is None:
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total_expected_revenue = 0
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self._cr.execute('''select sum(expected_revenue) as revenue from crm_lead
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where user_id=%s and type='opportunity' and stage_id=4''' % session_user_id)
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total_won_rev_data = self._cr.dictfetchall()
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total_won_rev = [item['revenue'] for item in total_won_rev_data]
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total_won_rev = total_won_rev[0]
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if total_won_rev is None:
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total_won_rev = 0
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self._cr.execute('''select sum(expected_revenue) as revenue from crm_lead
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where user_id=%s and type='opportunity' and probability=0 and active='false'
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''' % session_user_id)
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total_lost_rev_data = self._cr.dictfetchall()
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total_lost_rev = [item['revenue'] for item in total_lost_rev_data]
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total_lost_rev = total_lost_rev[0]
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if total_lost_rev is None:
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total_lost_rev = 0
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exp_revenue_without_won = total_expected_revenue - total_won_rev
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revenue_pie_count = [exp_revenue_without_won, total_won_rev, total_lost_rev]
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revenue_pie_title = ['Expected without Won', 'Won', 'Lost']
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revenue_data = [revenue_pie_count, revenue_pie_title]
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return revenue_data
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@api.model
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def get_upcoming_events(self):
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"""Upcoming Activities Table"""
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today = fields.date.today()
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session_user_id = self.env.uid
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self._cr.execute('''select mail_activity.activity_type_id,mail_activity.date_deadline,
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mail_activity.summary,mail_activity.res_name,(SELECT mail_activity_type.name
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FROM mail_activity_type WHERE mail_activity_type.id = mail_activity.activity_type_id),
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mail_activity.user_id FROM mail_activity WHERE res_model = 'crm.lead' AND
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mail_activity.date_deadline >= '%s' and user_id = %s GROUP BY mail_activity.activity_type_id,
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mail_activity.date_deadline,mail_activity.summary,mail_activity.res_name,mail_activity.user_id
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order by mail_activity.date_deadline asc''' % (today, session_user_id))
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data = self._cr.fetchall()
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events = []
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for record in data:
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user_id = record[5]
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user_id_obj = self.env['res.users'].browse(user_id)
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record_list = list(record)
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record_list[5] = user_id_obj.name
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events.append(record_list)
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return {'event': events}
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@api.model
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def get_top_deals(self):
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"""Top 10 Deals Table"""
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self._cr.execute('''SELECT crm_lead.user_id,crm_lead.id,crm_lead.expected_revenue,
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crm_lead.name,crm_lead.company_id, (SELECT crm_team.name FROM crm_team
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WHERE crm_lead.team_id = crm_team.id) from crm_lead where crm_lead.expected_revenue
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is not null and crm_lead.type = 'opportunity' GROUP BY crm_lead.user_id,
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crm_lead.id,crm_lead.expected_revenue,crm_lead.name,crm_lead.company_id
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order by crm_lead.expected_revenue DESC limit 10''')
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data1 = self._cr.fetchall()
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deals = []
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num = 0
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for rec in data1:
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company_id = rec[4]
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user_id = rec[0]
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company_id_obj = self.env['res.company'].browse(company_id)
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user_id_obj = self.env['res.users'].browse(user_id)
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currency = company_id_obj.currency_id.symbol
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rec_list = list(rec)
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rec_list[0] = user_id_obj.name
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num += 1
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rec_list.append(currency)
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rec_list.append(num)
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deals.append(rec_list)
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return {'deals': deals}
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@api.model
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def get_monthly_goal(self):
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"""Monthly Goal Gauge"""
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uid = request.session.uid
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leads = self.env['crm.lead'].search([('date_deadline', '!=', False),
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('user_id', '=', uid),
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('type', '=', 'opportunity')])
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leads_won = self.env['crm.lead'].search([('date_closed', '!=', False),
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('stage_id', '=', 4), ('user_id', '=', uid),
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('type', '=', 'opportunity')])
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currency_symbol = self.env.company.currency_id.symbol
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goals = []
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achievement = 0
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for won in leads_won.filtered(
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lambda a: a.date_closed.month == fields.date.today().month):
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if won.date_closed.year == fields.date.today().year:
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achievement += won.expected_revenue
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total = 0
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for rec in leads.filtered(lambda t: t.date_deadline.month == fields.date.today().month):
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if rec.date_deadline.year == fields.date.today().year:
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total += rec.expected_revenue
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self.monthly_goal = total
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self.achievement_amount = achievement
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percent = 0
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if achievement != 0:
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percent = (achievement * 100 / total) / 100
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goals.append(achievement)
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goals.append(total)
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goals.append(currency_symbol)
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goals.append(percent)
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return {'goals': goals}
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@api.model
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def get_top_sp_revenue(self):
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"""Top 10 Salesperson revenue Table"""
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user = self.env.user
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self._cr.execute('''SELECT user_id,id,expected_revenue,name,company_id
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from crm_lead where expected_revenue is not null AND user_id = %s
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GROUP BY user_id,id order by expected_revenue DESC limit 10''' % user.id)
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data1 = self._cr.fetchall()
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top_revenue = []
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for rec in data1:
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company_id = rec[4]
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user_id = rec[0]
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company_id_obj = self.env['res.company'].browse(company_id)
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user_id_obj = self.env['res.users'].browse(user_id)
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currency = company_id_obj.currency_id.symbol
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rec_list = list(rec)
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rec_list[0] = user_id_obj.name
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rec_list.append(currency)
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top_revenue.append(rec_list)
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return {'top_revenue': top_revenue}
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@api.model
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def get_country_revenue(self):
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"""Top 10 Country Wise Revenue - Heat Map"""
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company_id = self.env.company.id
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self._cr.execute('''select country_id, sum(expected_revenue) from crm_lead
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where expected_revenue is not null AND country_id is not null
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group by country_id order by sum(expected_revenue) desc limit 10''')
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data1 = self._cr.fetchall()
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country_revenue = []
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for rec in data1:
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country_id = rec[0]
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company_id_obj = self.env['res.company'].browse(company_id)
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country_id_obj = self.env['res.country'].browse(country_id)
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currency = company_id_obj.currency_id.symbol
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rec_list = list(rec)
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rec_list[0] = country_id_obj.name
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rec_list.append(currency)
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country_revenue.append(rec_list)
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return {'country_revenue': country_revenue}
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@api.model
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def get_country_count(self):
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"""Top 10 Country Wise Count - Heat Map"""
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self._cr.execute('''select country_id,count(*) from crm_lead where country_id is not null
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group by country_id order by count(*) desc limit 10''')
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data1 = self._cr.fetchall()
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country_count = []
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for rec in data1:
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country_id = rec[0]
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country_id_obj = self.env['res.country'].browse(country_id)
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rec_list = list(rec)
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rec_list[0] = country_id_obj.name
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country_count.append(rec_list)
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return {'country_count': country_count}
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@api.model
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def get_total_lost_crm(self, option):
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"""Lost Opportunity or Lead Graph"""
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month_dict = {}
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for i in range(int(option) - 1, -1, -1):
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last_month = datetime.now() - relativedelta(months=i)
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text = format(last_month, '%B')
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month_dict[text] = 0
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if option == '1':
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day_dict = {}
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last_day = date_utils.end_of(fields.Date.today(), "month").strftime("%d")
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for i in range(1, int(last_day), 1):
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day_dict[i] = 0
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self._cr.execute('''select create_date::date,count(id) from crm_lead
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where probability=0 and active=false and create_date between (now() - interval '1 month') and now()
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group by create_date order by create_date;''')
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data = self._cr.dictfetchall()
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for rec in data:
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day_dict[int(rec['create_date'].strftime("%d"))] = rec['count']
|
|
|
|
test = {'month': list(day_dict.keys()),
|
|
'count': list(day_dict.values())}
|
|
else:
|
|
month_string = str(int(option)) + ' Months'
|
|
self._cr.execute('''select extract(month from create_date),count(id)
|
|
from crm_lead where probability=0 and active=false and
|
|
create_date between (now() - interval '%s') and now()
|
|
group by extract(month from create_date) order by extract(
|
|
month from create_date);''' % month_string)
|
|
data = self._cr.dictfetchall()
|
|
|
|
for rec in data:
|
|
datetime_object = datetime.strptime(str(int(rec['date_part'])), "%m")
|
|
month_name = datetime_object.strftime("%B")
|
|
month_dict[month_name] = rec['count']
|
|
|
|
test = {'month': list(month_dict.keys()),
|
|
'count': list(month_dict.values())}
|
|
|
|
return test
|
|
|
|
# @api.model
|
|
# def get_lost_reason_count(self):
|
|
# """Top 5 Lost Reason and Count"""
|
|
# self._cr.execute('''select lost_reason_id,count(lost_reason_id) as counts
|
|
# from crm_lead where probability=0 and active=false and lost_reason_id is not null
|
|
# group by lost_reason_id order by counts desc limit 5''')
|
|
# data1 = self._cr.fetchall()
|
|
#
|
|
# reason_count = []
|
|
# for rec in data1:
|
|
# reason_id = rec[0]
|
|
# reason_id_obj = self.env['crm.lost.reason'].browse(reason_id)
|
|
# rec_list = list(rec)
|
|
# rec_list[0] = reason_id_obj.name
|
|
# reason_count.append(rec_list)
|
|
#
|
|
# return {'reason_count': reason_count}
|
|
|
|
@api.model
|
|
def get_ratio_based_country(self):
|
|
"""Top 5 Won vs Lost Ratio based on Country"""
|
|
self._cr.execute('''select (select name from res_country where id=country_id),
|
|
count(country_id) from crm_lead where probability=100 and active=true
|
|
group by country_id order by count(country_id) desc''')
|
|
data_won = self._cr.fetchall()
|
|
|
|
self._cr.execute('''select (select name from res_country where id=country_id),
|
|
count(country_id) from crm_lead where probability=0 and active=false
|
|
group by country_id order by count(country_id) desc''')
|
|
data_lost = self._cr.fetchall()
|
|
|
|
won = []
|
|
for rec in data_won:
|
|
won_list = list(rec)
|
|
won.append(won_list)
|
|
|
|
for lose in data_lost:
|
|
lose_list = list(lose)
|
|
|
|
if lose_list[0] == won_list[0]:
|
|
won_list.append(lose_list[1])
|
|
|
|
country_wise_ratio = []
|
|
for data in won:
|
|
if len(data) != 3:
|
|
del data
|
|
else:
|
|
data[1] = 0
|
|
if data[2] == 0:
|
|
ratio = 0
|
|
else:
|
|
ratio = round(data[1] / data[2], 2)
|
|
data.append(str(ratio))
|
|
country_wise_ratio.append(data)
|
|
|
|
country_wise_ratio = sorted(country_wise_ratio, key=lambda x: x[3], reverse=True)
|
|
country_wise_ratio = country_wise_ratio[:5]
|
|
|
|
return {'country_wise_ratio': country_wise_ratio}
|
|
|
|
@api.model
|
|
def get_ratio_based_sp(self):
|
|
"""Top 5 Won vs Lost Ratio based on Sales Person"""
|
|
self._cr.execute('''select user_id,count(user_id) from crm_lead where
|
|
probability=100 and active=true group by user_id order by count(user_id) desc''')
|
|
data_won = self._cr.fetchall()
|
|
|
|
self._cr.execute('''select user_id,count(user_id) from crm_lead where probability=0
|
|
and active=false group by user_id order by count(user_id) desc''')
|
|
data_lost = self._cr.fetchall()
|
|
|
|
won = []
|
|
for rec in data_won:
|
|
won_list = list(rec)
|
|
user_id = rec[0]
|
|
user_id_obj = self.env['res.users'].browse(user_id)
|
|
won_list[0] = user_id_obj.name
|
|
won.append(won_list)
|
|
|
|
for lose in data_lost:
|
|
lose_list = list(lose)
|
|
user_id = lose[0]
|
|
user_id_obj = self.env['res.users'].browse(user_id)
|
|
lose_list[0] = user_id_obj.name
|
|
|
|
if lose_list[0] == won_list[0]:
|
|
won_list.append(lose_list[1])
|
|
|
|
salesperson_wise_ratio = []
|
|
for data in won:
|
|
if len(data) != 3:
|
|
del data
|
|
else:
|
|
ratio = round(data[1] / data[2], 2)
|
|
data.append(str(ratio))
|
|
salesperson_wise_ratio.append(data)
|
|
|
|
salesperson_wise_ratio = sorted(salesperson_wise_ratio, key=lambda x: x[3], reverse=True)
|
|
salesperson_wise_ratio = salesperson_wise_ratio[:5]
|
|
|
|
return {'salesperson_wise_ratio': salesperson_wise_ratio}
|
|
|
|
@api.model
|
|
def get_ratio_based_sales_team(self):
|
|
"""Top 5 Won vs Lost Ratio based on Sales Team"""
|
|
self._cr.execute('''select (SELECT name FROM crm_team WHERE crm_team.id = team_id),
|
|
count(user_id) from crm_lead where probability=100 and active=true
|
|
group by team_id order by count(team_id) desc''')
|
|
data_won = self._cr.fetchall()
|
|
|
|
self._cr.execute('''select (SELECT name FROM crm_team WHERE crm_team.id = team_id),
|
|
count(user_id) from crm_lead where probability=0 and active=false
|
|
group by team_id order by count(team_id) desc''')
|
|
data_lost = self._cr.fetchall()
|
|
|
|
won = []
|
|
for rec in data_won:
|
|
won_list = list(rec)
|
|
won.append(won_list)
|
|
|
|
for lose in data_lost:
|
|
lose_list = list(lose)
|
|
|
|
if lose_list[0] == won_list[0]:
|
|
won_list.append(lose_list[1])
|
|
|
|
sales_team_wise_ratio = []
|
|
for data in won:
|
|
if len(data) != 3:
|
|
del data
|
|
else:
|
|
ratio = round(data[1] / data[2], 2)
|
|
data.append(str(ratio))
|
|
sales_team_wise_ratio.append(data)
|
|
|
|
sales_team_wise_ratio = sorted(sales_team_wise_ratio, key=lambda x: x[3], reverse=True)
|
|
sales_team_wise_ratio = sales_team_wise_ratio[:5]
|
|
|
|
return {'sales_team_wise_ratio': sales_team_wise_ratio}
|
|
|
|
@api.model
|
|
def get_lost_lead_by_reason_pie(self):
|
|
"""Lost Leads by Lost Reason Pie"""
|
|
self._cr.execute('''select lost_reason, count(*), (SELECT name FROM crm_lost_reason
|
|
WHERE id = lost_reason) from crm_lead where probability=0 and active=false and
|
|
type='lead' group by lost_reason''')
|
|
data1 = self._cr.dictfetchall()
|
|
|
|
name = []
|
|
for rec in data1:
|
|
if rec["name"] is None:
|
|
rec["name"] = "Undefined"
|
|
name.append(rec.get('name'))
|
|
|
|
count = []
|
|
for rec in data1:
|
|
count.append(rec.get('count'))
|
|
|
|
lost_leads = [count, name]
|
|
return lost_leads
|
|
|
|
@api.model
|
|
def get_lost_lead_by_stage_pie(self):
|
|
"""Lost Leads by Stage Pie"""
|
|
self._cr.execute('''select stage_id, count(*),(SELECT name FROM crm_stage
|
|
WHERE id = stage_id) from crm_lead where probability=0 and active=false
|
|
and type='lead' group by stage_id''')
|
|
data1 = self._cr.dictfetchall()
|
|
|
|
name = []
|
|
for rec in data1:
|
|
name.append(rec.get('name'))
|
|
|
|
count = []
|
|
for rec in data1:
|
|
count.append(rec.get('count'))
|
|
|
|
lost_leads_stage = [count, name]
|
|
return lost_leads_stage
|
|
|
|
@api.model
|
|
def get_recent_activities(self):
|
|
"""Recent Activities Table"""
|
|
today = fields.date.today()
|
|
recent_week = today - relativedelta(days=7)
|
|
self._cr.execute('''select mail_activity.activity_type_id,mail_activity.date_deadline,
|
|
mail_activity.summary,mail_activity.res_name,(SELECT mail_activity_type.name
|
|
FROM mail_activity_type WHERE mail_activity_type.id = mail_activity.activity_type_id),
|
|
mail_activity.user_id FROM mail_activity WHERE res_model = 'crm.lead' AND
|
|
mail_activity.date_deadline between '%s' and '%s' GROUP BY mail_activity.activity_type_id,
|
|
mail_activity.date_deadline,mail_activity.summary,mail_activity.res_name,mail_activity.user_id
|
|
order by mail_activity.date_deadline desc''' % (recent_week, today))
|
|
data = self._cr.fetchall()
|
|
activities = []
|
|
for record in data:
|
|
user_id = record[5]
|
|
user_id_obj = self.env['res.users'].browse(user_id)
|
|
record_list = list(record)
|
|
record_list[5] = user_id_obj.name
|
|
activities.append(record_list)
|
|
|
|
return {'activities': activities}
|
|
|
|
@api.model
|
|
def get_count_unassigned(self):
|
|
"""Unassigned Leads Count Card"""
|
|
count_unassigned = self.env['crm.lead'].search_count(
|
|
[('user_id', '=', False), ('type', '=', 'lead')])
|
|
|
|
return {'count_unassigned': count_unassigned}
|
|
|
|
@api.model
|
|
def get_top_sp_by_invoice(self):
|
|
"""Top 10 Sales Person by Invoice Table"""
|
|
self._cr.execute('''select user_id,sum(amount_total) as total
|
|
from sale_order where invoice_status='invoiced'
|
|
group by user_id order by total desc limit 10''')
|
|
data1 = self._cr.fetchall()
|
|
|
|
sales_person_invoice = []
|
|
num = 0
|
|
for rec in data1:
|
|
user_id = rec[0]
|
|
user_id_obj = self.env['res.users'].browse(user_id)
|
|
currency = user_id_obj.company_id.currency_id.symbol
|
|
rec_list = list(rec)
|
|
rec_list[0] = user_id_obj.name
|
|
num += 1
|
|
rec_list.append(currency)
|
|
rec_list.append(num)
|
|
sales_person_invoice.append(rec_list)
|
|
|
|
return {'sales_person_invoice': sales_person_invoice}
|
|
|
|
@api.model
|
|
def lead_details_user(self):
|
|
"""Cards Count and Details based on User"""
|
|
session_user_id = self.env.uid
|
|
month_count = []
|
|
month_value = []
|
|
leads = self.env['crm.lead'].search([])
|
|
for rec in leads:
|
|
month = rec.create_date.month
|
|
if month not in month_value:
|
|
month_value.append(month)
|
|
month_count.append(month)
|
|
|
|
value = []
|
|
for index in range(len(month_value)):
|
|
value = month_count.count(month_value[index])
|
|
|
|
self._cr.execute('''SELECT res_users.id,res_users.sales,res_users.sale_team_id,
|
|
(SELECT crm_team.invoiced_target FROM crm_team WHERE crm_team.id = res_users.sale_team_id)
|
|
FROM res_users WHERE res_users.sales is not null and res_users.id=%s
|
|
AND res_users.sale_team_id is not null;''' % session_user_id)
|
|
data2 = self._cr.dictfetchall()
|
|
|
|
sales = []
|
|
inv_target = []
|
|
team_id = 0
|
|
for rec in data2:
|
|
sales.append(rec['sales'])
|
|
inv_target.append(rec['invoiced_target'])
|
|
team_id = rec['sale_team_id']
|
|
target_annual = (sum(sales) + sum(inv_target))
|
|
|
|
if self.env.user.has_group('sales_team.group_sale_manager'):
|
|
self._cr.execute('''SELECT res_users.id,res_users.sales,res_users.sale_team_id,
|
|
(SELECT crm_team.invoiced_target FROM crm_team WHERE
|
|
crm_team.id = res_users.sale_team_id) FROM res_users WHERE res_users.id = %s
|
|
AND res_users.sales is not null;''' % session_user_id)
|
|
data3 = self._cr.dictfetchall()
|
|
|
|
sales = []
|
|
inv_target = []
|
|
for rec in data3:
|
|
sales.append(rec['sales'])
|
|
inv_target.append(rec['invoiced_target'])
|
|
ytd_target = (sum(sales) + sum(inv_target))
|
|
|
|
self._cr.execute('''select sum(expected_revenue) from crm_lead where stage_id=4
|
|
and team_id=%s AND Extract(Year FROM date_closed)=Extract(Year FROM DATE(NOW(
|
|
)))''' % team_id)
|
|
achieved_won_data = self._cr.dictfetchall()
|
|
achieved_won = [item['sum'] for item in achieved_won_data]
|
|
|
|
else:
|
|
self._cr.execute('''SELECT res_users.id,res_users.sales FROM res_users
|
|
WHERE res_users.id = %s AND res_users.sales is not null;''' % session_user_id)
|
|
data4 = self._cr.dictfetchall()
|
|
|
|
sales = []
|
|
for rec in data4:
|
|
sales.append(rec['sales'])
|
|
ytd_target = (sum(sales))
|
|
|
|
self._cr.execute('''select sum(expected_revenue) from crm_lead where stage_id=4
|
|
and user_id=%s AND Extract(Year FROM date_closed)=Extract(Year FROM DATE(NOW(
|
|
)))''' % session_user_id)
|
|
achieved_won_data = self._cr.dictfetchall()
|
|
achieved_won = [item['sum'] for item in achieved_won_data]
|
|
|
|
won = achieved_won[0]
|
|
if won is None:
|
|
won = 0
|
|
difference = target_annual - won
|
|
|
|
self._cr.execute('''select COUNT(id) from crm_lead WHERE crm_lead.user_id = '%s'
|
|
AND Extract(MONTH FROM crm_lead.date_deadline) = Extract( MONTH FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
record = self._cr.dictfetchall()
|
|
rec_ids = [item['count'] for item in record]
|
|
crm_lead_value = rec_ids[0]
|
|
|
|
self._cr.execute('''select COUNT(id) from crm_lead WHERE crm_lead.user_id = %s
|
|
AND crm_lead.type = 'opportunity' AND Extract(MONTH FROM crm_lead.date_deadline
|
|
) = Extract(MONTH FROM DATE(NOW())) AND Extract(Year FROM crm_lead.date_deadline
|
|
) = Extract(Year FROM DATE(NOW( )))''' % session_user_id)
|
|
opportunity_data = self._cr.dictfetchall()
|
|
opportunity_data_value = [item['count'] for item in opportunity_data]
|
|
opportunity_value = opportunity_data_value[0]
|
|
|
|
self._cr.execute('''select SUM(crm_lead.expected_revenue) from crm_lead WHERE
|
|
crm_lead.user_id = %s and type='opportunity' and active='true' AND Extract(MONTH
|
|
FROM crm_lead.date_deadline) = Extract(MONTH FROM DATE(NOW())) AND Extract(Year
|
|
FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))''' % session_user_id)
|
|
exp_revenue_data = self._cr.dictfetchall()
|
|
exp_revenue_data_value = [item['sum'] for item in exp_revenue_data]
|
|
exp_revenue_value = exp_revenue_data_value[0]
|
|
if exp_revenue_value is None:
|
|
exp_revenue_value = 0
|
|
|
|
self._cr.execute('''select SUM(crm_lead.expected_revenue) from crm_lead WHERE
|
|
crm_lead.user_id = %s and type='opportunity' and active='true' and stage_id=4
|
|
AND Extract(MONTH FROM crm_lead.date_closed) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_closed) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
revenue_data = self._cr.dictfetchall()
|
|
revenue_data_value = [item['sum'] for item in revenue_data]
|
|
revenue_value = revenue_data_value[0]
|
|
if revenue_value is None:
|
|
revenue_value = 0
|
|
|
|
ratio_value = []
|
|
if revenue_value == 0:
|
|
ratio_value = 0
|
|
if revenue_value > 0:
|
|
self._cr.execute('''select case when b.count_two = 0 then 0 else (
|
|
CAST(a.count_one as float) / CAST(b.count_two as float))end as final_count
|
|
from (select COUNT(id) as count_one from crm_lead WHERE
|
|
crm_lead.user_id = '%s' AND crm_lead.active = True AND crm_lead.probability = 100
|
|
AND Extract(MONTH FROM crm_lead.date_deadline) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_open) = Extract(Year FROM DATE(NOW())))a,
|
|
(select COUNT(id) as count_two from crm_lead WHERE crm_lead.user_id = '%s' AND
|
|
crm_lead.active = False AND crm_lead.probability = 0 AND Extract(MONTH FROM
|
|
crm_lead.date_deadline) = Extract(MONTH FROM DATE(NOW())) AND Extract(Year
|
|
FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW())))b
|
|
''' % (session_user_id, session_user_id))
|
|
ratio_data_value = [row[0] for row in self._cr.fetchall()]
|
|
ratio_value = str(ratio_data_value)[1:-1]
|
|
|
|
self._cr.execute('''SELECT active,count(active) FROM crm_lead where type='opportunity'
|
|
and active = true and probability = 100 and user_id=%s AND Extract(MONTH FROM date_closed
|
|
) = Extract(MONTH FROM DATE(NOW())) AND Extract(Year FROM date_closed) = Extract(
|
|
Year FROM DATE(NOW())) or type='opportunity' and active = false and probability = 0
|
|
and user_id=%s AND Extract(MONTH FROM date_deadline) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Year FROM date_deadline) = Extract(Year FROM DATE(NOW())) GROUP BY active
|
|
''' % (session_user_id, session_user_id))
|
|
record_opportunity = dict(self._cr.fetchall())
|
|
opportunity_ratio_value = 0.0
|
|
if record_opportunity == {}:
|
|
opportunity_ratio_value = 0.0
|
|
else:
|
|
total_opportunity_won = record_opportunity.get(False)
|
|
total_opportunity_lost = record_opportunity.get(True)
|
|
if total_opportunity_won is None:
|
|
total_opportunity_won = 0
|
|
if total_opportunity_lost is None:
|
|
total_opportunity_lost = 0
|
|
opportunity_ratio_value = 0.0
|
|
if total_opportunity_lost > 0:
|
|
opportunity_ratio_value = round(total_opportunity_won / total_opportunity_lost, 2)
|
|
|
|
avg = 0
|
|
if crm_lead_value == 1:
|
|
self._cr.execute('''SELECT id, date_conversion, create_date
|
|
FROM crm_lead WHERE date_conversion IS NOT NULL;''')
|
|
data = self._cr.dictfetchall()
|
|
for rec in data:
|
|
date_close = rec['date_conversion']
|
|
date_create = rec['create_date']
|
|
avg = (date_close - date_create).seconds
|
|
if crm_lead_value > 1:
|
|
self._cr.execute('''SELECT id, date_conversion, create_date
|
|
FROM crm_lead WHERE date_conversion IS NOT NULL;''')
|
|
data1 = self._cr.dictfetchall()
|
|
for rec in data1:
|
|
date_close = rec['date_conversion']
|
|
date_create = rec['create_date']
|
|
avg = (date_close - date_create).seconds
|
|
|
|
avg_time = 0 if crm_lead_value == 0 else round(avg / crm_lead_value)
|
|
|
|
data = {
|
|
'record': crm_lead_value,
|
|
'record_op': opportunity_value,
|
|
'record_rev_exp': exp_revenue_value,
|
|
'record_rev': revenue_value,
|
|
'record_ratio': ratio_value,
|
|
'opportunity_ratio_value': str(opportunity_ratio_value),
|
|
'avg_time': avg_time,
|
|
'count': value,
|
|
'target': target_annual,
|
|
'ytd_target': ytd_target,
|
|
'difference': difference,
|
|
'won': won,
|
|
}
|
|
return data
|
|
|
|
@api.model
|
|
def crm_year(self):
|
|
"""Year CRM Dropdown Filter"""
|
|
session_user_id = self.env.uid
|
|
|
|
self._cr.execute('''select COUNT(id) from crm_lead WHERE crm_lead.user_id = '%s'
|
|
AND Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
record = self._cr.dictfetchall()
|
|
rec_ids = [item['count'] for item in record]
|
|
crm_lead_value = rec_ids[0]
|
|
|
|
self._cr.execute('''select COUNT(id) from crm_lead WHERE crm_lead.user_id = %s
|
|
AND crm_lead.type = 'opportunity' AND Extract(Year FROM crm_lead.date_deadline
|
|
) = Extract(Year FROM DATE(NOW()))''' % session_user_id)
|
|
opportunity_data = self._cr.dictfetchall()
|
|
opportunity_data_value = [item['count'] for item in opportunity_data]
|
|
opportunity_value = opportunity_data_value[0]
|
|
|
|
self._cr.execute('''select SUM(crm_lead.expected_revenue) from crm_lead
|
|
WHERE crm_lead.user_id = %s and type='opportunity' and active='true' AND
|
|
Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
exp_revenue_data = self._cr.dictfetchall()
|
|
exp_revenue_data_value = [item['sum'] for item in exp_revenue_data]
|
|
exp_revenue_value = exp_revenue_data_value[0]
|
|
if exp_revenue_value is None:
|
|
exp_revenue_value = 0
|
|
|
|
self._cr.execute('''select SUM(crm_lead.expected_revenue) from crm_lead
|
|
WHERE crm_lead.user_id = %s and type='opportunity' and active='true' and
|
|
stage_id=4 AND Extract(Year FROM crm_lead.date_closed) = Extract(Year
|
|
FROM DATE(NOW()))''' % session_user_id)
|
|
revenue_data = self._cr.dictfetchall()
|
|
revenue_data_value = [item['sum'] for item in revenue_data]
|
|
revenue_value = revenue_data_value[0]
|
|
if revenue_value is None:
|
|
revenue_value = 0
|
|
|
|
ratio_value = []
|
|
if revenue_value == 0:
|
|
ratio_value = 0
|
|
if revenue_value > 0:
|
|
self._cr.execute('''select case when b.count_two = 0 then 0 else (
|
|
CAST(a.count_one as float) / CAST(b.count_two as float))end as final_count from (
|
|
select COUNT(id) as count_one from crm_lead WHERE crm_lead.user_id = '%s' AND
|
|
crm_lead.active = True AND crm_lead.probability = 100 AND Extract(Year FROM
|
|
crm_lead.date_deadline) = Extract(Year FROM DATE(NOW())))a,
|
|
(select COUNT(id) as count_two from crm_lead WHERE crm_lead.user_id = '%s' AND
|
|
crm_lead.active = False AND crm_lead.probability = 0 AND Extract(Year FROM
|
|
crm_lead.date_deadline) = Extract(Year FROM DATE(NOW())))b
|
|
''' % (session_user_id, session_user_id))
|
|
ratio_value = [row[0] for row in self._cr.fetchall()]
|
|
ratio_value = str(ratio_value)[1:-1]
|
|
|
|
self._cr.execute('''SELECT active,count(active) FROM crm_lead
|
|
where type='opportunity' and active = true and probability = 100 and user_id=%s
|
|
AND Extract(Year FROM date_closed) = Extract(Year FROM DATE(NOW()))
|
|
or type='opportunity' and active = false and probability = 0 and user_id=%s
|
|
AND Extract(Year FROM date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
GROUP BY active''' % (session_user_id, session_user_id))
|
|
record_opportunity = dict(self._cr.fetchall())
|
|
opportunity_ratio_value = 0.0
|
|
if record_opportunity == {}:
|
|
opportunity_ratio_value = 0.0
|
|
else:
|
|
total_opportunity_won = record_opportunity.get(False)
|
|
total_opportunity_lost = record_opportunity.get(True)
|
|
if total_opportunity_won is None:
|
|
total_opportunity_won = 0
|
|
if total_opportunity_lost is None:
|
|
total_opportunity_lost = 0
|
|
opportunity_ratio_value = 0.0
|
|
if total_opportunity_lost > 0:
|
|
opportunity_ratio_value = round(total_opportunity_won / total_opportunity_lost, 2)
|
|
|
|
avg = 0
|
|
if crm_lead_value == 1:
|
|
self._cr.execute('''SELECT id, date_conversion, create_date
|
|
FROM crm_lead WHERE date_conversion IS NOT NULL;''')
|
|
data = self._cr.dictfetchall()
|
|
for rec in data:
|
|
date_close = rec['date_conversion']
|
|
date_create = rec['create_date']
|
|
avg = (date_close - date_create).seconds
|
|
if crm_lead_value > 1:
|
|
self._cr.execute('''SELECT id, date_conversion, create_date
|
|
FROM crm_lead WHERE date_conversion IS NOT NULL;''')
|
|
data1 = self._cr.dictfetchall()
|
|
for rec in data1:
|
|
date_close = rec['date_conversion']
|
|
date_create = rec['create_date']
|
|
avg = (date_close - date_create).seconds
|
|
|
|
if crm_lead_value == 0:
|
|
record_avg_time = 0
|
|
else:
|
|
record_avg_time = round(avg / crm_lead_value)
|
|
|
|
data_year = {
|
|
'record': crm_lead_value,
|
|
'record_op': opportunity_value,
|
|
'record_rev_exp': exp_revenue_value,
|
|
'record_rev': revenue_value,
|
|
'record_ratio': ratio_value,
|
|
'opportunity_ratio_value': str(opportunity_ratio_value),
|
|
'avg_time': record_avg_time,
|
|
}
|
|
return data_year
|
|
|
|
@api.model
|
|
def crm_quarter(self):
|
|
"""Quarter CRM Dropdown Filter"""
|
|
session_user_id = self.env.uid
|
|
|
|
self._cr.execute('''select COUNT(id) from crm_lead WHERE crm_lead.user_id = '%s'
|
|
AND Extract(QUARTER FROM crm_lead.date_deadline) = Extract(QUARTER FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
record = self._cr.dictfetchall()
|
|
rec_ids = [item['count'] for item in record]
|
|
crm_lead_value = rec_ids[0]
|
|
|
|
self._cr.execute('''select COUNT(id) from crm_lead WHERE crm_lead.user_id = %s
|
|
AND crm_lead.type = 'opportunity' AND Extract(QUARTER FROM crm_lead.date_deadline
|
|
) = Extract(QUARTER FROM DATE(NOW())) AND Extract(Year FROM crm_lead.date_deadline
|
|
) = Extract(Year FROM DATE(NOW( )))''' % session_user_id)
|
|
opportunity_data = self._cr.dictfetchall()
|
|
opportunity_data_value = [item['count'] for item in opportunity_data]
|
|
opportunity_value = opportunity_data_value[0]
|
|
|
|
self._cr.execute('''select SUM(crm_lead.expected_revenue) from crm_lead WHERE
|
|
crm_lead.user_id = %s and type='opportunity' and active='true' AND Extract(
|
|
QUARTER FROM crm_lead.date_deadline) = Extract(QUARTER FROM DATE(NOW())) AND
|
|
Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
exp_revenue_data = self._cr.dictfetchall()
|
|
exp_revenue_data_value = [item['sum'] for item in exp_revenue_data]
|
|
exp_revenue_value = exp_revenue_data_value[0]
|
|
if exp_revenue_value is None:
|
|
exp_revenue_value = 0
|
|
|
|
self._cr.execute('''select SUM(crm_lead.expected_revenue) from crm_lead WHERE
|
|
crm_lead.user_id = %s and type='opportunity' and active='true' and stage_id=4
|
|
AND Extract(QUARTER FROM crm_lead.date_closed) = Extract(QUARTER FROM
|
|
DATE(NOW())) AND Extract(Year FROM crm_lead.date_closed) = Extract(Year
|
|
FROM DATE(NOW()))''' % session_user_id)
|
|
revenue_data = self._cr.dictfetchall()
|
|
revenue_data_value = [item['sum'] for item in revenue_data]
|
|
revenue_value = revenue_data_value[0]
|
|
if revenue_value is None:
|
|
revenue_value = 0
|
|
|
|
ratio_value = []
|
|
if revenue_value == 0:
|
|
ratio_value = 0
|
|
if revenue_value > 0:
|
|
self._cr.execute('''select case when b.count_two = 0 then 0 else (
|
|
CAST(a.count_one as float) / CAST(b.count_two as float))end as final_count
|
|
from (select COUNT(id) as count_one from crm_lead
|
|
WHERE crm_lead.user_id = '%s' AND crm_lead.active = True AND
|
|
crm_lead.probability = 100 AND Extract(QUARTER FROM crm_lead.date_deadline
|
|
) = Extract(QUARTER FROM DATE(NOW())) AND Extract(Year FROM crm_lead.date_open
|
|
) = Extract(Year FROM DATE(NOW())))a,
|
|
(select COUNT(id) as count_two from crm_lead WHERE crm_lead.user_id = '%s'
|
|
AND crm_lead.active = False AND crm_lead.probability = 0 AND Extract(
|
|
QUARTER FROM crm_lead.date_deadline) = Extract(QUARTER FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW(
|
|
))))b''' % (session_user_id, session_user_id))
|
|
ratio_value = [row[0] for row in self._cr.fetchall()]
|
|
ratio_value = str(ratio_value)[1:-1]
|
|
|
|
self._cr.execute('''SELECT active,count(active) FROM crm_lead
|
|
where type='opportunity' and active = true and probability = 100 and user_id=%s
|
|
AND Extract(QUARTER FROM date_closed) = Extract(QUARTER FROM DATE(NOW()))
|
|
AND Extract(Year FROM date_closed) = Extract(Year FROM DATE(NOW()))
|
|
or type='opportunity' and active = false and probability = 0 and user_id=%s
|
|
AND Extract(QUARTER FROM date_deadline) = Extract(QUARTER FROM DATE(NOW()))
|
|
AND Extract(Year FROM date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
GROUP BY active''' % (session_user_id, session_user_id))
|
|
record_opportunity = dict(self._cr.fetchall())
|
|
opportunity_ratio_value = 0.0
|
|
if record_opportunity == {}:
|
|
opportunity_ratio_value = 0.0
|
|
else:
|
|
total_opportunity_won = record_opportunity.get(False)
|
|
total_opportunity_lost = record_opportunity.get(True)
|
|
if total_opportunity_won is None:
|
|
total_opportunity_won = 0
|
|
if total_opportunity_lost is None:
|
|
total_opportunity_lost = 0
|
|
opportunity_ratio_value = 0.0
|
|
if total_opportunity_lost > 0:
|
|
opportunity_ratio_value = round(total_opportunity_won / total_opportunity_lost, 2)
|
|
|
|
avg = 0
|
|
if crm_lead_value == 1:
|
|
self._cr.execute('''SELECT id, date_conversion, create_date
|
|
FROM crm_lead WHERE date_conversion IS NOT NULL;''')
|
|
data = self._cr.dictfetchall()
|
|
for rec in data:
|
|
date_close = rec['date_conversion']
|
|
date_create = rec['create_date']
|
|
avg = (date_close - date_create).seconds
|
|
if crm_lead_value > 1:
|
|
self._cr.execute('''SELECT id, date_conversion, create_date
|
|
FROM crm_lead WHERE date_conversion IS NOT NULL;''')
|
|
data1 = self._cr.dictfetchall()
|
|
for rec in data1:
|
|
date_close = rec['date_conversion']
|
|
date_create = rec['create_date']
|
|
avg = (date_close - date_create).seconds
|
|
|
|
if crm_lead_value == 0:
|
|
record_avg_time = 0
|
|
else:
|
|
record_avg_time = round(avg / crm_lead_value)
|
|
|
|
data_quarter = {
|
|
'record': crm_lead_value,
|
|
'record_op': opportunity_value,
|
|
'record_rev_exp': exp_revenue_value,
|
|
'record_rev': revenue_value,
|
|
'record_ratio': ratio_value,
|
|
'opportunity_ratio_value': str(opportunity_ratio_value),
|
|
'avg_time': record_avg_time,
|
|
}
|
|
return data_quarter
|
|
|
|
@api.model
|
|
def crm_month(self):
|
|
"""Month CRM Dropdown Filter"""
|
|
session_user_id = self.env.uid
|
|
|
|
self._cr.execute('''select COUNT(id) from crm_lead WHERE crm_lead.user_id = '%s'
|
|
AND Extract(MONTH FROM crm_lead.date_deadline) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
record = self._cr.dictfetchall()
|
|
rec_ids = [item['count'] for item in record]
|
|
crm_lead_value = rec_ids[0]
|
|
|
|
self._cr.execute('''select COUNT(id) from crm_lead WHERE crm_lead.user_id = %s
|
|
AND crm_lead.type = 'opportunity' AND Extract(MONTH FROM crm_lead.date_deadline
|
|
) = Extract(MONTH FROM DATE(NOW())) AND Extract(Year FROM crm_lead.date_deadline
|
|
) = Extract(Year FROM DATE(NOW( )))''' % session_user_id)
|
|
opportunity_data = self._cr.dictfetchall()
|
|
opportunity_data_value = [item['count'] for item in opportunity_data]
|
|
opportunity_value = opportunity_data_value[0]
|
|
|
|
self._cr.execute('''select SUM(crm_lead.expected_revenue) from crm_lead WHERE
|
|
crm_lead.user_id = %s and type='opportunity' and active='true' AND Extract(
|
|
MONTH FROM crm_lead.date_deadline) = Extract(MONTH FROM DATE(NOW())) AND
|
|
Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
exp_revenue_data = self._cr.dictfetchall()
|
|
exp_revenue_data_value = [item['sum'] for item in exp_revenue_data]
|
|
exp_revenue_value = exp_revenue_data_value[0]
|
|
if exp_revenue_value is None:
|
|
exp_revenue_value = 0
|
|
|
|
self._cr.execute('''select SUM(crm_lead.expected_revenue) from crm_lead WHERE
|
|
crm_lead.user_id = %s and type='opportunity' and active='true' and stage_id=4
|
|
AND Extract(MONTH FROM crm_lead.date_closed) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_closed) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
revenue_data = self._cr.dictfetchall()
|
|
revenue_data_value = [item['sum'] for item in revenue_data]
|
|
revenue_value = revenue_data_value[0]
|
|
if revenue_value is None:
|
|
revenue_value = 0
|
|
|
|
ratio_value = []
|
|
if revenue_value == 0:
|
|
ratio_value = 0
|
|
if revenue_value > 0:
|
|
self._cr.execute('''select case when b.count_two = 0 then 0 else (
|
|
CAST(a.count_one as float) / CAST(b.count_two as float))end as final_count
|
|
from (select COUNT(id) as count_one from crm_lead
|
|
WHERE crm_lead.user_id = '%s' AND crm_lead.active = True AND
|
|
crm_lead.probability = 100 AND Extract(MONTH FROM crm_lead.date_deadline
|
|
) = Extract(MONTH FROM DATE(NOW())) AND Extract(Year FROM crm_lead.date_open
|
|
) = Extract(Year FROM DATE(NOW())))a,
|
|
(select COUNT(id) as count_two from crm_lead WHERE crm_lead.user_id = '%s'
|
|
AND crm_lead.active = False AND crm_lead.probability = 0 AND Extract(
|
|
MONTH FROM crm_lead.date_deadline) = Extract(MONTH FROM DATE(NOW())) AND
|
|
Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW())))b
|
|
''' % (session_user_id, session_user_id))
|
|
ratio_value = [row[0] for row in self._cr.fetchall()]
|
|
ratio_value = str(ratio_value)[1:-1]
|
|
|
|
self._cr.execute('''SELECT active,count(active) FROM crm_lead
|
|
where type='opportunity' and active = true and probability = 100 and user_id=%s
|
|
AND Extract(MONTH FROM date_closed) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Year FROM date_closed) = Extract(Year FROM DATE(NOW()))
|
|
or type='opportunity' and active = false and probability = 0 and user_id=%s
|
|
AND Extract(MONTH FROM date_deadline) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Year FROM date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
GROUP BY active''' % (session_user_id, session_user_id))
|
|
record_opportunity = dict(self._cr.fetchall())
|
|
opportunity_ratio_value = 0.0
|
|
if record_opportunity == {}:
|
|
opportunity_ratio_value = 0.0
|
|
else:
|
|
total_opportunity_won = record_opportunity.get(False)
|
|
total_opportunity_lost = record_opportunity.get(True)
|
|
if total_opportunity_won is None:
|
|
total_opportunity_won = 0
|
|
if total_opportunity_lost is None:
|
|
total_opportunity_lost = 0
|
|
opportunity_ratio_value = 0.0
|
|
if total_opportunity_lost > 0:
|
|
opportunity_ratio_value = round(total_opportunity_won / total_opportunity_lost, 2)
|
|
|
|
avg = 0
|
|
if crm_lead_value == 1:
|
|
self._cr.execute('''SELECT id, date_conversion, create_date
|
|
FROM crm_lead WHERE date_conversion IS NOT NULL;''')
|
|
data = self._cr.dictfetchall()
|
|
for rec in data:
|
|
date_close = rec['date_conversion']
|
|
date_create = rec['create_date']
|
|
avg = (date_close - date_create).seconds
|
|
if crm_lead_value > 1:
|
|
self._cr.execute('''SELECT id, date_conversion, create_date
|
|
FROM crm_lead WHERE date_conversion IS NOT NULL;''')
|
|
data1 = self._cr.dictfetchall()
|
|
for rec in data1:
|
|
date_close = rec['date_conversion']
|
|
date_create = rec['create_date']
|
|
avg = (date_close - date_create).seconds
|
|
|
|
record_avg_time = 0 if crm_lead_value == 0 else round(avg / crm_lead_value)
|
|
|
|
data_month = {
|
|
'record': crm_lead_value,
|
|
'record_op': opportunity_value,
|
|
'record_rev_exp': exp_revenue_value,
|
|
'record_rev': revenue_value,
|
|
'record_ratio': ratio_value,
|
|
'opportunity_ratio_value': str(opportunity_ratio_value),
|
|
'avg_time': record_avg_time,
|
|
}
|
|
return data_month
|
|
|
|
@api.model
|
|
def crm_week(self):
|
|
"""Week CRM Dropdown Filter"""
|
|
session_user_id = self.env.uid
|
|
|
|
self._cr.execute('''select COUNT(id) from crm_lead WHERE crm_lead.user_id = '%s'
|
|
AND Extract(MONTH FROM crm_lead.date_deadline) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Week FROM crm_lead.date_deadline) = Extract(Week FROM DATE(NOW())) AND
|
|
Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
record = self._cr.dictfetchall()
|
|
rec_ids = [item['count'] for item in record]
|
|
crm_lead_value = rec_ids[0]
|
|
|
|
self._cr.execute('''select COUNT(id) from crm_lead WHERE crm_lead.user_id = %s
|
|
AND crm_lead.type = 'opportunity' AND Extract(MONTH FROM crm_lead.date_deadline
|
|
) = Extract(MONTH FROM DATE(NOW())) AND Extract(Week FROM crm_lead.date_deadline
|
|
) = Extract(Week FROM DATE(NOW())) AND Extract(Year FROM crm_lead.date_deadline
|
|
) = Extract(Year FROM DATE(NOW()))''' % session_user_id)
|
|
opportunity_data = self._cr.dictfetchall()
|
|
opportunity_data_value = [item['count'] for item in opportunity_data]
|
|
opportunity_value = opportunity_data_value[0]
|
|
|
|
self._cr.execute('''select SUM(crm_lead.expected_revenue) from crm_lead WHERE
|
|
crm_lead.user_id = %s and type='opportunity' and active='true' AND Extract(
|
|
MONTH FROM crm_lead.date_deadline) = Extract(MONTH FROM DATE(NOW())) AND
|
|
Extract(Week FROM crm_lead.date_deadline) = Extract(Week FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
exp_revenue_data = self._cr.dictfetchall()
|
|
exp_revenue_data_value = [item['sum'] for item in exp_revenue_data]
|
|
exp_revenue_value = exp_revenue_data_value[0]
|
|
if exp_revenue_value is None:
|
|
exp_revenue_value = 0
|
|
|
|
self._cr.execute('''select SUM(crm_lead.expected_revenue) from crm_lead WHERE
|
|
crm_lead.user_id = %s and type='opportunity' and active='true' and stage_id=4
|
|
AND Extract(MONTH FROM crm_lead.date_closed) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Week FROM crm_lead.date_closed) = Extract(Week FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_closed) = Extract(Year FROM DATE(NOW()))
|
|
''' % session_user_id)
|
|
revenue_data = self._cr.dictfetchall()
|
|
revenue_data_value = [item['sum'] for item in revenue_data]
|
|
revenue_value = revenue_data_value[0]
|
|
if revenue_value is None:
|
|
revenue_value = 0
|
|
|
|
ratio_value = []
|
|
if revenue_value == 0:
|
|
ratio_value = 0
|
|
if revenue_value > 0:
|
|
self._cr.execute('''select case when b.count_two = 0 then 0 else (
|
|
CAST(a.count_one as float) / CAST(b.count_two as float))end as final_count
|
|
from (select COUNT(id) as count_one from crm_lead
|
|
WHERE crm_lead.user_id = '%s' AND crm_lead.active = True AND
|
|
crm_lead.probability = 100 AND Extract(MONTH FROM crm_lead.date_deadline
|
|
) = Extract(MONTH FROM DATE(NOW())) AND Extract(Week FROM crm_lead.date_deadline
|
|
) = Extract(Week FROM DATE(NOW())) AND Extract(Year FROM crm_lead.date_open
|
|
) = Extract(Year FROM DATE(NOW())))a,
|
|
(select COUNT(id) as count_two from crm_lead WHERE crm_lead.user_id = '%s'
|
|
AND crm_lead.active = False AND crm_lead.probability = 0 AND Extract(MONTH
|
|
FROM crm_lead.date_deadline) = Extract(MONTH FROM DATE(NOW())) AND Extract(Week
|
|
FROM crm_lead.date_deadline) = Extract(Week FROM DATE(NOW())) AND Extract(Year FROM
|
|
crm_lead.date_deadline) = Extract(Year FROM DATE(NOW())))b
|
|
''' % (session_user_id, session_user_id))
|
|
ratio_value = [row[0] for row in self._cr.fetchall()]
|
|
ratio_value = str(ratio_value)[1:-1]
|
|
|
|
self._cr.execute('''SELECT active,count(active) FROM crm_lead
|
|
where type='opportunity' and active = true and probability = 100 and user_id=%s
|
|
AND Extract(MONTH FROM crm_lead.date_closed) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Week FROM crm_lead.date_closed) = Extract(Week FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_closed) = Extract(Year FROM DATE(NOW()))
|
|
or type='opportunity' and active = false and probability = 0 and user_id=%s
|
|
AND Extract(MONTH FROM crm_lead.date_deadline) = Extract(MONTH FROM DATE(NOW()))
|
|
AND Extract(Week FROM crm_lead.date_deadline) = Extract(Week FROM DATE(NOW()))
|
|
AND Extract(Year FROM crm_lead.date_deadline) = Extract(Year FROM DATE(NOW()))
|
|
GROUP BY active''' % (session_user_id, session_user_id))
|
|
record_opportunity = dict(self._cr.fetchall())
|
|
opportunity_ratio_value = 0.0
|
|
if record_opportunity == {}:
|
|
opportunity_ratio_value = 0.0
|
|
else:
|
|
total_opportunity_won = record_opportunity.get(False)
|
|
total_opportunity_lost = record_opportunity.get(True)
|
|
if total_opportunity_won is None:
|
|
total_opportunity_won = 0
|
|
if total_opportunity_lost is None:
|
|
total_opportunity_lost = 0
|
|
opportunity_ratio_value = 0.0
|
|
if total_opportunity_lost > 0:
|
|
opportunity_ratio_value = round(total_opportunity_won / total_opportunity_lost, 2)
|
|
|
|
avg = 0
|
|
if crm_lead_value == 1:
|
|
self._cr.execute('''SELECT id, date_conversion, create_date
|
|
FROM crm_lead WHERE date_conversion IS NOT NULL;''')
|
|
data = self._cr.dictfetchall()
|
|
for rec in data:
|
|
date_close = rec['date_conversion']
|
|
date_create = rec['create_date']
|
|
avg = (date_close - date_create).seconds
|
|
if crm_lead_value > 1:
|
|
self._cr.execute('''SELECT id, date_conversion, create_date
|
|
FROM crm_lead WHERE date_conversion IS NOT NULL;''')
|
|
data1 = self._cr.dictfetchall()
|
|
for rec in data1:
|
|
date_close = rec['date_conversion']
|
|
date_create = rec['create_date']
|
|
avg = (date_close - date_create).seconds
|
|
|
|
if crm_lead_value == 0:
|
|
record_avg_time = 0
|
|
else:
|
|
record_avg_time = round(avg / crm_lead_value)
|
|
|
|
data_week = {
|
|
'record': crm_lead_value,
|
|
'record_op': opportunity_value,
|
|
'record_rev_exp': exp_revenue_value,
|
|
'record_rev': revenue_value,
|
|
'record_ratio': ratio_value,
|
|
'opportunity_ratio_value': str(opportunity_ratio_value),
|
|
'avg_time': record_avg_time,
|
|
}
|
|
return data_week
|
|
|
|
|
|
class CampaignSmartButton(models.Model):
|
|
_inherit = 'utm.campaign'
|
|
|
|
total_ratio = fields.Float(compute='_compute_ratio')
|
|
|
|
def get_ratio(self):
|
|
"""Onclick of Smart Button"""
|
|
self.ensure_one()
|
|
|
|
return {
|
|
'type': 'ir.actions.act_window',
|
|
'name': 'Win Loss Ratio',
|
|
'view_mode': 'kanban',
|
|
'res_model': 'crm.lead',
|
|
'domain': [['user_id', '=', self.env.uid], "|",
|
|
"&", ["active", "=", True], ["probability", '=', 100],
|
|
"&", ["active", "=", False], ["probability", '=', 0]
|
|
],
|
|
'context': "{'create': False,'records_draggable': False}"
|
|
}
|
|
|
|
def _compute_ratio(self):
|
|
"""Compute the Win Loss Ratio"""
|
|
total_won = self.env['crm.lead'].search_count(
|
|
[('active', '=', True), ('probability', '=', 100),
|
|
('user_id', '=', self.env.uid)])
|
|
total_lose = self.env['crm.lead'].search_count(
|
|
[('active', '=', False), ('probability', '=', 0),
|
|
('user_id', '=', self.env.uid)])
|
|
|
|
if total_lose == 0:
|
|
ratio = 0
|
|
else:
|
|
ratio = round(total_won / total_lose, 2)
|
|
self.total_ratio = ratio
|
|
|