Initial commit

COPYRIGHT

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+Copyright (C) 2010 Open Labs Business Solutions.
+Copyright (C) 2010 Cédric Krier.
+Copyright (C) 2010 B2CK SPRL.
+
+This program is free software: you can redistribute it and/or modify
+it under the terms of the GNU General Public License as published by
+the Free Software Foundation, either version 3 of the License, or
+(at your option) any later version.
+
+This program is distributed in the hope that it will be useful,
+but WITHOUT ANY WARRANTY; without even the implied warranty of
+MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+GNU General Public License for more details.
+
+You should have received a copy of the GNU General Public License
+along with this program.  If not, see <http://www.gnu.org/licenses/>.

INSTALL

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+Installing trytond_sale_opportunity
+===================================
+
+Prerequisites
+-------------
+
+ * Python 2.4 or later (http://www.python.org/)
+ * trytond (http://www.tryton.org/)
+ * trytond_party (http://www.tryton.org/)
+ * trytond_company (http://www.tryton.org/)
+ * trytond_product (http://www.tryton.org/)
+ * trytond_sale (http://www.tryton.org/)
+
+Installation
+------------
+
+Once you've downloaded and unpacked the trytond_sale_opportunity source
+release, enter the directory where the archive was unpacked, and run:
+
+    python setup.py install
+
+Note that you may need administrator/root privileges for this step, as
+this command will by default attempt to install module to the Python
+site-packages directory on your system.
+
+For advanced options, please refer to the easy_install and/or the distutils
+documentation:
+
+  http://peak.telecommunity.com/DevCenter/EasyInstall
+  http://docs.python.org/inst/inst.html
+
+To use without installation, extract the archive into ``trytond/modules`` with
+the directory name sale_opportunity.

MANIFEST.in

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+include INSTALL
+include README
+include TODO
+include COPYRIGHT
+include CHANGELOG
+include LICENSE
+include *.xml
+include *.odt
+include *.csv
+include tests/*
+include doc/*

README

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+trytond_sale_opportunity
+========================
+
+The sale_opportunity module of the Tryton application platform.
+See __tryton__.py
+
+Installing
+----------
+
+See INSTALL
+
+Support
+-------
+
+If you encounter any problems with Tryton, please don't hesitate to ask
+questions on the Tryton bug tracker, mailing list, wiki or IRC channel:
+
+  http://bugs.tryton.org/
+  http://groups.tryton.org/
+  http://wiki.tryton.org/
+  irc://irc.freenode.net/tryton
+
+License
+-------
+
+See LICENSE
+
+Copyright
+---------
+
+See COPYRIGHT
+
+
+For more information please visit the Tryton web site:
+
+  http://www.tryton.org/

__init__.py

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+#This file is part of Tryton.  The COPYRIGHT file at the top level of
+#this repository contains the full copyright notices and license terms.
+
+from opportunity import *

__tryton__.py

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+#This file is part of Tryton.  The COPYRIGHT file at the top level of
+#this repository contains the full copyright notices and license terms.
+{
+    'name': 'Sales Leads and Opportunities',
+    'version': '0.0.1',
+    'author': 'Sharoon Thomas, Openlabs',
+    'email': 'info@openlabs.co.in',
+    'website': 'http://www.openlabs.co.in/',
+    'description': '''Provides:
+    - Leads
+    - Leads to Opportunities conversion
+    - Conversion Management
+    - Record of lost leads
+    - Opportunities to sale orders
+''',
+    'depends': [
+        'party',
+        'company',
+        'product',
+        'sale',
+        'account',
+        'stock',
+        'currency',
+    ],
+    'xml': [
+        'opportunity.xml',
+        'party.xml',
+    ],
+    'translation': [
+    ],
+}

opportunity.py

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+#This file is part of Tryton.  The COPYRIGHT file at the top level of
+#this repository contains the full copyright notices and license terms.
+"Sales extension for managing leads and opportunities"
+import datetime
+from trytond.model import ModelView, ModelSQL, ModelWorkflow, fields
+from trytond.wizard import Wizard
+from trytond.backend import FIELDS
+from trytond.pyson import Equal, Eval, Not, In, If, Get, PYSONEncoder
+
+STATES = [
+    ('lead', 'Lead'),
+    ('opportunity', 'Opportunity'),
+    ('converted', 'Converted'),
+    ('cancelled', 'Cancelled'),
+    ('lost', 'Lost'),
+]
+_STATES_START = {
+    'readonly': Not(Equal(Eval('state'), 'lead')),
+}
+_STATES_STOP = {
+    'readonly': In(Eval('state'), ['converted', 'lost', 'cancelled']),
+}
+
+class SaleOpportunity(ModelWorkflow, ModelSQL, ModelView):
+    'Sale Opportunity'
+    _name = "sale.opportunity"
+    _description = __doc__
+    _history = True
+    _rec_name = 'description'
+
+    party = fields.Many2One('party.party', 'Party', required=True, select=1,
+            states=_STATES_STOP, depends=['state'])
+    address = fields.Many2One('party.address', 'Address',
+            domain=[('party', '=', Eval('party'))],
+            select=2, depends=['party', 'state'],
+            states=_STATES_STOP)
+    company = fields.Many2One('company.company', 'Company', required=True,
+            select=1, states=_STATES_STOP, domain=[
+                ('id', If(In('company', Eval('context', {})), '=', '!='),
+                    Get(Eval('context', {}), 'company', 0)),
+            ], on_change=['company'], depends=['state'])
+    currency = fields.Function(fields.Many2One('currency.currency',
+        'Currency'), 'get_currency')
+    currency_digits = fields.Function(fields.Integer('Currency Digits'),
+            'get_currency_digits')
+    amount = fields.Numeric('Amount', digits=(16, Eval('currency_digits', 2)),
+            depends=['currency_digits'], help='Estimated revenue amount')
+    warehouse = fields.Many2One('stock.location', 'Warehouse',
+            domain=[('type', '=', 'warehouse')], states={
+                'required': Equal(Eval('state'), 'converted'),
+                'readonly': In(Eval('state'),
+                    ['converted', 'lost', 'cancelled']),
+            })
+    payment_term = fields.Many2One('account.invoice.payment_term',
+            'Payment Term', states={
+                'required': Equal(Eval('state'), 'converted'),
+                'readonly': In(Eval('state'),
+                    ['converted', 'lost', 'cancelled']),
+            })
+    employee = fields.Many2One('company.employee', 'Employee', required=True,
+            states=_STATES_STOP, depends=['state', 'company'],
+            domain=[('company', '=', Eval('company'))])
+    start_date = fields.Date('Start Date', required=True, select=1,
+            states=_STATES_START, depends=['state'])
+    end_date = fields.Date('End Date', select=2, readonly=True, states={
+        'invisible': Not(In(Eval('state'),
+            ['converted', 'cancelled', 'lost'])),
+    }, depends=['state'])
+    description = fields.Char('Description', required=True,
+            states=_STATES_STOP, depends=['state'])
+    comment = fields.Text('Comment', states=_STATES_STOP)
+    lines = fields.One2Many('sale.opportunity.line', 'opportunity', 'Lines',
+            states=_STATES_STOP, depends=['state'])
+    state = fields.Selection(STATES, 'State', required=True, select=1,
+            sort=False, readonly=True)
+    probability = fields.Integer('Conversion Probability',
+            states={
+                'readonly': Not(In(Eval('state'), ['opportunity', 'lead'])),
+            }, depends=['state'], help="Percentage between 0 and 100")
+    history = fields.One2Many('sale.opportunity.history', 'opportunity',
+            'History', readonly=True)
+    lost_reason = fields.Text('Reason for loss', states={
+        'invisible': Not(Equal(Eval('state'), 'lost')),
+    }, depends=['state'])
+    sale = fields.Many2One('sale.sale', 'Sale', readonly=True, states={
+        'invisible': Not(Equal(Eval('state'), 'converted')),
+        }, depends=['state'])
+
+    def __init__(self):
+        super(SaleOpportunity, self).__init__()
+        self._order.insert(0, ('start_date', 'DESC'))
+        self._sql_constraints += [
+            ('check_percentage',
+                'CHECK(probability >= 0 AND probability <= 100)',
+                'Probability must be between 0 and 100!')
+        ]
+        self._rpc.update({
+            'button_lead': True,
+        })
+
+    def default_state(self, cursor, user, context=None):
+        return 'lead'
+
+    def default_start_date(self, cursor, user, context=None):
+        date_obj = self.pool.get('ir.date')
+        return date_obj.today(cursor, user, context=context)
+
+    def default_probability(self, cursor, user, context=None):
+        return 50
+
+    def default_company(self, cursor, user, context=None):
+        if context is None:
+            context = {}
+        return context.get('company', False)
+
+    def default_employee(self, cursor, user_id, context=None):
+        user_obj = self.pool.get('res.user')
+        employee_obj = self.pool.get('company.employee')
+
+        if context is None:
+            context = {}
+        employee_id = None
+        if context.get('employee'):
+            employee_id = context['employee']
+        else:
+            user = user_obj.browse(cursor, user_id, user_id, context=context)
+            if user.employee:
+                employee_id = user.employee.id
+        if employee_id:
+            return employee_id
+        return False
+
+    def default_payment_term(self, cursor, user, context=None):
+        payment_term_obj = self.pool.get('account.invoice.payment_term')
+        payment_term_ids = payment_term_obj.search(cursor, user,
+                self.payment_term.domain, context=context)
+        if len(payment_term_ids) == 1:
+            return payment_term_ids[0]
+        return False
+
+    def default_warehouse(self, cursor, user, context=None):
+        location_obj = self.pool.get('stock.location')
+        location_ids = location_obj.search(cursor, user,
+                self.warehouse.domain, context=context)
+        if len(location_ids) == 1:
+            return location_ids[0]
+        return False
+
+    def get_currency(self, cursor, user, ids, name, context=None):
+        res = {}
+        for opportunity in self.browse(cursor, user, ids, context=context):
+            res[opportunity.id] = opportunity.company.currency.id
+        return res
+
+    def get_currency_digits(self, cursor, user, ids, name, context=None):
+        res = {}
+        for opportunity in self.browse(cursor, user, ids, context=context):
+            res[opportunity.id] = opportunity.company.currency.digits
+        return res
+
+    def on_change_company(self, cursor, user, values, context=None):
+        company_obj = self.pool.get('company.company')
+
+        res = {}
+        if values.get('company'):
+            company = company_obj.browse(cursor, user, values['company'],
+                    context=context)
+            res['currency'] = company.currency.id
+            res['currency.rec_name'] = company.currency.rec_name
+            res['currency_digits'] = company.currency.digits
+        return res
+
+    def on_change_party(self, cursor, user, values, context=None):
+        party_obj = self.pool.get('party.party')
+        payment_term_obj = self.pool.get('account.invoice.payment_term')
+
+        res = {
+            'payment_term': False,
+        }
+        if vals.get('party'):
+            party = party_obj.browse(cursor, user, vals['party'],
+                    context=context)
+            if party.payment_term:
+                res['payment_term'] = party.payment_term.id
+        if not res['payment_term']:
+            res['payment_term'] = self.default_payment_term(cursor, user,
+                    context=context)
+        if res['payment_term']:
+            res['payment_term.rec_name'] = payment_term_obj.browse(cursor, user,
+                    res['payment_term'], context=context).rec_name
+        return res
+
+    def set_end_date(self, cursor, user, opportunity_id, state, context=None):
+        """
+        This will fill the end_date for a lead/opportunity and change the state
+
+        :param cursor: the database cursor
+        :param user: the user id
+        :param opportunity_id: the id of the opportunity
+        :param state: the target state
+        :param context: the context
+        """
+        date_obj = self.pool.get('ir.date')
+        self.write(cursor, user, opportunity_id, {
+            'end_date': date_obj.today(cursor, user, context=context),
+            'state': state,
+            }, context=context)
+
+    def button_lead(self, cursor, user, ids, context=None):
+        self.workflow_trigger_create(cursor, user, ids, context=context)
+        return True
+
+    def _get_sale_line_opportunity_line(self, cursor, user, opportunity,
+            context=None):
+        '''
+        Return sale line values for each opportunity line
+
+        :param cursor: the database cursor
+        :param user: the user id
+        :param opportunity: the BrowseRecord of opportunity
+        :param context: the context
+
+        :return: a dictionary with opportunity line id as key
+            and a dictionary of sale line values as value
+        '''
+        line_obj = self.pool.get('sale.opportunity.line')
+        res = {}
+        for line in opportunity.lines:
+            val = line_obj.get_sale_line(cursor, user, line, context=context)
+            if val:
+                res[line.id] = val
+        return res
+
+    def _get_sale_opportunity(self, cursor, user, opportunity, context=None):
+        '''
+        Return sale values for an opportunity
+
+        :param cursor: the database cursor
+        :param user: the user id
+        :param opportunity: the BrowseRecord of the opportunity
+        :param context: the context
+
+        :return: a dictionary with sale fields as key and sale values as value
+        '''
+        res = {
+            'description': opportunity.description,
+            'party': opportunity.party.id,
+            'payment_term': opportunity.payment_term.id,
+            'company': opportunity.company.id,
+            'warehouse': opportunity.warehouse.id,
+            'invoice_address': opportunity.address and opportunity.address.id,
+            'shipment_address': opportunity.address and opportunity.address.id,
+            'currency': opportunity.company.currency.id,
+            'comment': opportunity.comment,
+        }
+        return res
+
+    def create_sale(self, cursor, user, opportunity_id, context=None):
+        '''
+        Create a sale for the opportunity
+
+        :param cursor: the database cursor
+        :param user: the user id
+        :param opportunity_id: the id of the opportunity
+        :param context: the context
+        '''
+        sale_obj = self.pool.get('sale.sale')
+        sale_line_obj = self.pool.get('sale.line')
+        line_obj = self.pool.get('sale.opportunity.line')
+
+        if context is None:
+            context = {}
+
+        opportunity = self.browse(cursor, user, opportunity_id,
+                context=context)
+
+        values = self._get_sale_opportunity(cursor, user, opportunity,
+                context=context)
+        sale_line_values = self._get_sale_line_opportunity_line(cursor, user,
+                opportunity, context=context)
+
+        ctx = context.copy()
+        ctx['user'] = user
+        sale_id = sale_obj.create(cursor, 0, values, context=ctx)
+
+        for line_id, values in sale_line_values.iteritems():
+            values['sale'] = sale_id
+            sale_line_id = sale_line_obj.create(cursor, 0, values,
+                    context=ctx)
+            line_obj.write(cursor, user, line_id, {
+                'sale_line': sale_line_id,
+                }, context=context)
+
+        self.write(cursor, user, opportunity_id, {
+            'sale': sale_id,
+            }, context=context)
+        return sale_id
+
+SaleOpportunity()
+
+
+class SaleOpportunityLine(ModelSQL, ModelView):
+    'Sale Opportunity Line'
+    _name = "sale.opportunity.line"
+    _description = __doc__
+    _rec_name = "product"
+    _history = True
+
+    opportunity = fields.Many2One('sale.opportunity', 'Opportunity')
+    sequence = fields.Integer('Sequence')
+    product = fields.Many2One('product.product', 'Product', required=True,
+            domain=[('salable', '=', True)], on_change=['product', 'unit'])
+    quantity = fields.Float('Quantity', required=True,
+            digits=(16, Eval('unit_digits', 2)), depends=['unit_digits'])
+    unit = fields.Many2One('product.uom', 'Unit', required=True)
+    unit_digits = fields.Function(fields.Integer('Unit Digits',
+        on_change_with=['unit']), 'get_unit_digits')
+    sale_line = fields.Many2One('sale.line', 'Sale Line', readonly=True,
+            states={
+                'invisible': Not(Equal(Eval('_parent_opportunity.state'),
+                    'converted')),
+            })
+
+    def __init__(self):
+        super(SaleOpportunityLine, self).__init__()
+        self._order.insert(0, ('sequence', 'ASC'))
+
+    def on_change_with_unit_digits(self, cursor, user, vals, context=None):
+        uom_obj = self.pool.get('product.uom')
+        if vals.get('unit'):
+            uom = uom_obj.browse(cursor, user, vals['unit'],
+                    context=context)
+            return uom.digits
+        return 2
+
+    def get_unit_digits(self, cursor, user, ids, name, context=None):
+        res = {}
+        for line in self.browse(cursor, user, ids, context=context):
+            if line.unit:
+                res[line.id] = line.unit.digits
+            else:
+                res[line.id] = 2
+        return res
+
+    def on_change_product(self, cursor, user, vals, context=None):
+        product_obj = self.pool.get('product.product')
+
+        if context is None:
+            context = {}
+        if not vals.get('product'):
+            return {}
+        res = {}
+
+        product = product_obj.browse(cursor, user, vals['product'],
+                context=context)
+        category = product.sale_uom.category
+        if not vals.get('unit') \
+                or vals.get('unit') not in [x.id for x in category.uoms]:
+            res['unit'] = product.sale_uom.id
+            res['unit.rec_name'] = product.sale_uom.rec_name
+            res['unit_digits'] = product.sale_uom.digits
+        return res
+
+    def get_sale_line(self, cursor, user, line, context=None):
+        '''
+        Return sale line values for opportunity line
+
+        :param cursor: the database cursor
+        :param user: the user id
+        :param line: the BrowseRecord of the line
+        :param context: the context
+
+        :return: a dictionary with sale line fields as key
+            and sale line values as value
+        '''
+        sale_line_obj = self.pool.get('sale.line')
+        res = {
+            'type': 'line',
+            'quantity': line.quantity,
+            'unit': line.unit.id,
+            'product': line.product.id,
+        }
+        res.update(sale_line_obj.on_change_product(cursor, user, {
+            'product': line.product.id,
+            'unit': line.unit.id,
+            'quantity': line.quantity,
+            '_parent_sale.party': line.opportunity.party.id,
+            '_parent_sale.currency': line.opportunity.company.currency.id,
+            }, context=context))
+        return res
+
+SaleOpportunityLine()
+
+
+class One2ManyHistory(fields.One2Many):
+
+    def get(self, cursor, user, ids, model, name, values=None,
+            context=None):
+        opportunity2id = {}
+        histories = model.browse(cursor, user, ids, context=context)
+        opportunity2id = dict((history.opportunity.id, history.id) for
+                history in histories)
+        res = super(One2ManyHistory, self).get(cursor, user,
+                opportunity2id.keys(), model, name, values=values,
+                context=context)
+        return dict((opportunity2id[i], j) for i, j in res.iteritems())
+
+
+class SaleOpportunityHistory(ModelSQL, ModelView):
+    'Sale Opportunity History'
+    _name = 'sale.opportunity.history'
+    _description = __doc__
+
+    date = fields.DateTime('Change Date')
+    opportunity = fields.Many2One('sale.opportunity', 'Sale Opportunity')
+    user = fields.Many2One('res.user', 'User')
+    party = fields.Many2One('party.party', 'Party', datetime_field='date')
+    address = fields.Many2One('party.address', 'Address',
+            datetime_field='date')
+    company = fields.Many2One('company.company', 'Company',
+            datetime_field='date')
+    employee = fields.Many2One('company.employee', 'Employee',
+            datetime_field='date')
+    start_date = fields.Date('Start Date')
+    end_date = fields.Date('End Date', states={
+        'invisible': Not(In(Eval('state'),
+            ['converted', 'cancelled', 'lost'])),
+    }, depends=['state'])
+    description = fields.Char('Description')
+    comment = fields.Text('Comment')
+    lines = One2ManyHistory('sale.opportunity.line', 'opportunity', 'Lines',
+            datetime_field='date')
+    state = fields.Selection(STATES, 'State')
+    probability = fields.Integer('Conversion Probability')
+    lost_reason = fields.Text('Reason for loss', states={
+        'invisible': Not(Equal(Eval('state'), 'lost')),
+    }, depends=['state'])
+
+
+    def __init__(self):
+        super(SaleOpportunityHistory, self).__init__()
+        self._order.insert(0, ('date', 'DESC'))
+
+    def _table_query_fields(self, context=None):
+        return [
+            'MIN(__id) AS id',
+            'id AS opportunity',
+            'MIN(COALESCE(write_date, create_date)) AS date',
+            'COALESCE(write_uid, create_uid) AS user',
+        ] + [name for name, field in self._columns.iteritems()
+                if name not in ('id', 'opportunity', 'date', 'user')
+                and not hasattr(field, 'set')]
+
+    def _table_query_group(self, context=None):
+        return [
+            'id',
+            'COALESCE(write_uid, create_uid)',
+        ] + [name for name, field in self._columns.iteritems()
+                if name not in ('id', 'opportunity', 'date', 'user')
+                and not hasattr(field, 'set')]
+
+    def table_query(self, context=None):
+        opportunity_obj = self.pool.get('sale.opportunity')
+        return (('SELECT ' + \
+                (', '.join(self._table_query_fields(context=context))) + \
+                ' FROM "%s__history" '
+                'GROUP BY ' + \
+                (', '.join(self._table_query_group(context=context)))) % \
+                opportunity_obj._table, [])
+
+    def read(self, cursor, user, ids, fields_names=None, context=None):
+        res = super(SaleOpportunityHistory, self).read(cursor, user, ids,
+                fields_names=fields_names, context=context)
+
+        # Remove microsecond from timestamp
+        for values in res:
+            if 'date' in values:
+                values['date'] = values['date'].replace(microsecond=0)
+        return res
+
+SaleOpportunityHistory()
+
+
+class SaleOpportunityEmployee(ModelSQL, ModelView):
+    'Sale Opportunity per Employee'
+    _name = 'sale.opportunity_employee'
+    _description = __doc__
+
+    employee = fields.Many2One('company.employee', 'Employee')
+    number = fields.Integer('Number')
+    converted = fields.Integer('Converted')
+    conversion_rate = fields.Function(fields.Float('Conversion Rate',
+        help='In %'), 'get_conversion_rate')
+    lost = fields.Integer('Lost')
+    company = fields.Many2One('company.company', 'Company')
+    currency = fields.Function(fields.Many2One('currency.currency',
+        'Currency'), 'get_currency')
+    currency_digits = fields.Function(fields.Integer('Currency Digits'),
+            'get_currency_digits')
+    amount = fields.Numeric('Amount', digits=(16, Eval('currency_digits', 2)),
+            depends=['currency_digits'])
+    converted_amount = fields.Numeric('Converted Amount',
+            digits=(16, Eval('currency_digits', 2)),
+            depends=['currency_digits'])
+    conversion_amount_rate = fields.Function(fields.Float(
+        'Conversion Amount Rate', help='In %'), 'get_conversion_amount_rate')
+
+    def _converted_state(self, context=None):
+        return ['converted']
+
+    def _lost_state(self, context=None):
+        return ['lost']
+
+    def table_query(self, context=None):
+        opportunity_obj = self.pool.get('sale.opportunity')
+        if context is None:
+            context = {}
+        clause = ' '
+        args = [True]
+        if context.get('start_date'):
+            clause += 'AND start_date >= %s '
+            args.append(context['start_date'])
+        if context.get('end_date'):
+            clause += 'AND start_date <= %s '
+            args.append(context['end_date'])
+        return ('SELECT DISTINCT(employee) AS id, '
+                    'MAX(create_uid) AS create_uid, '
+                    'MAX(create_date) AS create_date, '
+                    'MAX(write_uid) AS write_uid, '
+                    'MAX(write_date) AS write_date, '
+                    'employee, '
+                    'company, '
+                    'COUNT(1) AS number, '
+                    'SUM(CASE WHEN state IN (' + ','.join("'%s'" % x
+                        for x in self._converted_state(context=context)) + ') '
+                        'THEN 1 ELSE 0 END) AS converted, '
+                    'SUM(CASE WHEN state IN (' + ','.join("'%s'" % x
+                        for x in self._lost_state(context=context)) + ') '
+                        'THEN 1 ELSE 0 END) AS lost, '
+                    'SUM(amount) AS amount, '
+                    'SUM(CASE WHEN state IN (' + ','.join("'%s'" % x
+                        for x in self._converted_state(context=context)) + ') '
+                        'THEN amount ELSE 0 END) AS converted_amount '
+                'FROM "' + opportunity_obj._table + '" '
+                'WHERE %s ' \
+                + clause + \
+                'GROUP BY employee, company', args)
+
+    def get_conversion_rate(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            if record.number:
+                res[record.id] = float(record.converted) / record.number * 100.0
+            else:
+                res[record.id] = 0.0
+        return res
+
+    def get_currency(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            res[record.id] = record.company.currency.id
+        return res
+
+    def get_currency_digits(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            res[record.id] = record.company.currency.digits
+        return res
+
+    def get_conversion_amount_rate(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            if record.amount:
+                res[record.id] = (float(record.converted_amount) /
+                        float(record.amount) * 100.0)
+            else:
+                res[record.id] = 0.0
+        return res
+
+SaleOpportunityEmployee()
+
+
+class OpenSaleOpportunityEmployeeInit(ModelView):
+    'Open Sale Opportunity per Employee Init'
+    _name = 'sale.open_opportunity_employee.init'
+    _description = __doc__
+    start_date = fields.Date('Start Date')
+    end_date = fields.Date('End Date')
+
+OpenSaleOpportunityEmployeeInit()
+
+
+class OpenSaleOpportunityEmployee(Wizard):
+    'Open Sale Opportunity per Employee'
+    _name = 'sale.open_opportunity_employee'
+    states = {
+        'init': {
+            'result': {
+                'type': 'form',
+                'object': 'sale.open_opportunity_employee.init',
+                'state': [
+                    ('end', 'Cancel', 'tryton-cancel'),
+                    ('open', 'Open', 'tryton-ok', True),
+                ],
+            },
+        },
+        'open': {
+            'result': {
+                'type': 'action',
+                'action': '_action_open',
+                'state': 'end',
+            },
+        },
+    }
+
+    def _action_open(self, cursor, user, data, context=None):
+        model_data_obj = self.pool.get('ir.model.data')
+        act_window_obj = self.pool.get('ir.action.act_window')
+        act_window_id = model_data_obj.get_id(cursor, user, 'sale_opportunity',
+                'act_opportunity_employee_form', context=context)
+        res = act_window_obj.read(cursor, user, act_window_id, context=context)
+        res['pyson_context'] = PYSONEncoder().encode({
+            'start_date': data['form']['start_date'],
+            'end_date': data['form']['end_date'],
+            })
+        return res
+
+OpenSaleOpportunityEmployee()
+
+
+class SaleOpportunityMonthly(ModelSQL, ModelView):
+    'Sale Opportunity per Month'
+    _name = 'sale.opportunity_monthly'
+    _description = __doc__
+
+    year = fields.Char('Year')
+    month = fields.Integer('Month')
+    year_month = fields.Function(fields.Char('Year-Month'),
+            'get_year_month')
+    number = fields.Integer('Number')
+    converted = fields.Integer('Converted')
+    conversion_rate = fields.Function(fields.Float('Conversion Rate',
+        help='In %'), 'get_conversion_rate')
+    lost = fields.Integer('Lost')
+    company = fields.Many2One('company.company', 'Company')
+    currency = fields.Function(fields.Many2One('currency.currency',
+        'Currency'), 'get_currency')
+    currency_digits = fields.Function(fields.Integer('Currency Digits'),
+            'get_currency_digits')
+    amount = fields.Numeric('Amount', digits=(16, Eval('currency_digits', 2)),
+            depends=['currency_digits'])
+    converted_amount = fields.Numeric('Converted Amount',
+            digits=(16, Eval('currency_digits', 2)),
+            depends=['currency_digits'])
+    conversion_amount_rate = fields.Function(fields.Float(
+        'Conversion Amount Rate', help='In %'), 'get_conversion_amount_rate')
+
+    def __init__(self):
+        super(SaleOpportunityMonthly, self).__init__()
+        self._order.insert(0, ('year', 'DESC'))
+        self._order.insert(1, ('month', 'DESC'))
+
+    def _converted_state(self, context=None):
+        return ['converted']
+
+    def _lost_state(self, context=None):
+        return ['lost']
+
+    def table_query(self, context=None):
+        opportunity_obj = self.pool.get('sale.opportunity')
+        type_id = FIELDS[self.id._type].sql_type(self.id)[0]
+        type_year = FIELDS[self.year._type].sql_type(self.year)[0]
+        return ('SELECT CAST(id AS ' + type_id + '), create_uid, create_date, '
+                    'write_uid, write_date, '
+                    'CAST(year AS ' + type_year + '), month, company, number, '
+                    'converted, lost, amount, converted_amount '
+                'FROM ('
+                    'SELECT EXTRACT(MONTH FROM start_date) + '
+                            'EXTRACT(YEAR FROM start_date) * 100 AS id, '
+                        'MAX(create_uid) AS create_uid, '
+                        'MAX(create_date) AS create_date, '
+                        'MAX(write_uid) AS write_uid, '
+                        'MAX(write_date) AS write_date, '
+                        'EXTRACT(YEAR FROM start_date) AS year, '
+                        'EXTRACT(MONTH FROM start_date) AS month, '
+                        'company, '
+                        'COUNT(1) AS number, '
+                        'SUM(CASE WHEN state IN (' + ','.join("'%s'" % x
+                        for x in self._converted_state(context=context)) + ') '
+                        'THEN 1 ELSE 0 END) AS converted, '
+                        'SUM(CASE WHEN state IN (' + ','.join("'%s'" % x
+                        for x in self._lost_state(context=context)) + ') '
+                        'THEN 1 ELSE 0 END) AS lost, '
+                        'SUM(amount) AS amount, '
+                        'SUM(CASE WHEN state IN (' + ','.join("'%s'" % x
+                        for x in self._converted_state(context=context)) + ') '
+                        'THEN amount ELSE 0 END) AS converted_amount '
+                    'FROM "' + opportunity_obj._table + '" '
+                    'GROUP BY year, month, company) AS "' + self._table + '"',
+                [])
+
+    def get_conversion_rate(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            if record.number:
+                res[record.id] = float(record.converted) / record.number * 100.0
+            else:
+                res[record.id] = 0.0
+        return res
+
+    def get_year_month(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            res[record.id] = '%s-%s' % (record.year, int(record.month))
+        return res
+
+    def get_currency(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            res[record.id] = record.company.currency.id
+        return res
+
+    def get_currency_digits(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            res[record.id] = record.company.currency.digits
+        return res
+
+    def get_conversion_amount_rate(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            if record.amount:
+                res[record.id] = (float(record.converted_amount) /
+                        float(record.amount) * 100.0)
+            else:
+                res[record.id] = 0.0
+        return res
+
+SaleOpportunityMonthly()
+
+
+class SaleOpportunityEmployeeMonthly(ModelSQL, ModelView):
+    'Sale Opportunity per Employee per Month'
+    _name = 'sale.opportunity_employee_monthly'
+    _description = __doc__
+
+    year = fields.Char('Year')
+    month = fields.Integer('Month')
+    employee = fields.Many2One('company.employee', 'Employee')
+    number = fields.Integer('Number')
+    converted = fields.Integer('Converted')
+    conversion_rate = fields.Function(fields.Float('Conversion Rate',
+        help='In %'), 'get_conversion_rate')
+    lost = fields.Integer('Lost')
+    company = fields.Many2One('company.company', 'Company')
+    currency = fields.Function(fields.Many2One('currency.currency',
+        'Currency'), 'get_currency')
+    currency_digits = fields.Function(fields.Integer('Currency Digits'),
+            'get_currency_digits')
+    amount = fields.Numeric('Amount', digits=(16, Eval('currency_digits', 2)),
+            depends=['currency_digits'])
+    converted_amount = fields.Numeric('Converted Amount',
+            digits=(16, Eval('currency_digits', 2)),
+            depends=['currency_digits'])
+    conversion_amount_rate = fields.Function(fields.Float(
+        'Conversion Amount Rate', help='In %'), 'get_conversion_amount_rate')
+
+    def __init__(self):
+        super(SaleOpportunityEmployeeMonthly, self).__init__()
+        self._order.insert(0, ('year', 'DESC'))
+        self._order.insert(1, ('month', 'DESC'))
+        self._order.insert(2, ('employee', 'ASC'))
+
+    def _converted_state(self, context=None):
+        return ['converted']
+
+    def _lost_state(self, context=None):
+        return ['lost']
+
+    def table_query(self, context=None):
+        opportunity_obj = self.pool.get('sale.opportunity')
+        type_id = FIELDS[self.id._type].sql_type(self.id)[0]
+        type_year = FIELDS[self.year._type].sql_type(self.year)[0]
+        return ('SELECT CAST(id AS ' + type_id + '), create_uid, create_date, '
+                    'write_uid, write_date, '
+                    'CAST(year AS ' + type_year + '), month, employee, '
+                    'company, number, converted, lost, amount, converted_amount '
+                'FROM ('
+                    'SELECT EXTRACT(MONTH FROM start_date) + '
+                            'EXTRACT(YEAR FROM start_date) * 100 + '
+                            'employee * 1000000 AS id, '
+                        'MAX(create_uid) AS create_uid, '
+                        'MAX(create_date) AS create_date, '
+                        'MAX(write_uid) AS write_uid, '
+                        'MAX(write_date) AS write_date, '
+                        'EXTRACT(YEAR FROM start_date) AS year, '
+                        'EXTRACT(MONTH FROM start_date) AS month, '
+                        'employee, '
+                        'company, '
+                        'COUNT(1) AS number, '
+                        'SUM(CASE WHEN state IN (' + ','.join("'%s'" % x
+                        for x in self._converted_state(context=context)) + ') '
+                        'THEN 1 ELSE 0 END) AS converted, '
+                        'SUM(CASE WHEN state IN (' + ','.join("'%s'" % x
+                        for x in self._lost_state(context=context)) + ') '
+                        'THEN 1 ELSE 0 END) AS lost, '
+                        'SUM(amount) AS amount, '
+                        'SUM(CASE WHEN state IN (' + ','.join("'%s'" % x
+                        for x in self._converted_state(context=context)) + ') '
+                        'THEN amount ELSE 0 END) AS converted_amount '
+                    'FROM "' + opportunity_obj._table + '" '
+                    'GROUP BY year, month, employee, company) '
+                'AS "' + self._table + '"', [])
+
+    def get_conversion_rate(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            if record.number:
+                res[record.id] = float(record.converted) / record.number * 100.0
+            else:
+                res[record.id] = 0.0
+        return res
+
+    def get_currency(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            res[record.id] = record.company.currency.id
+        return res
+
+    def get_currency_digits(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            res[record.id] = record.company.currency.digits
+        return res
+
+    def get_conversion_amount_rate(self, cursor, user, ids, name, context=None):
+        res = {}
+        for record in self.browse(cursor, user, ids, context=context):
+            if record.amount:
+                res[record.id] = (float(record.converted_amount) /
+                        float(record.amount) * 100.0)
+            else:
+                res[record.id] = 0.0
+        return res
+
+SaleOpportunityEmployeeMonthly()

opportunity.xml

@@ -0,0 +1,766 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<tryton>
+    <data>
+        <menuitem name="Reporting" parent="sale.menu_sale"
+            id="menu_reporting" sequence="100"/>
+
+        <record model="res.group" id="group_opportunity">
+            <field name="name">Sale Opportunity</field>
+        </record>
+        <record model="res.user" id="res.user_admin">
+            <field name="groups" eval="[('add', ref('group_opportunity'))]"/>
+        </record>
+
+        <record model="ir.ui.view" id="opportunity_view_form">
+            <field name="model">sale.opportunity</field>
+            <field name="type">form</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <form string="Sale Lead/Opportunity">
+                    <label name="party"/>
+                    <field name="party"/>
+                    <label name="address"/>
+                    <field name="address"/>
+                    <label name="amount"/>
+                    <group col="2" id="amount_currency">
+                        <field name="amount"/>
+                        <field name="currency"/>
+                    </group>
+                    <label name="probability"/>
+                    <field name="probability"/>
+                    <label name="description"/>
+                    <field name="description" colspan="3"/>
+                    <notebook colspan="4">
+                        <page string="Lead/Opportunity" id="opportunity">
+                            <label name="company"/>
+                            <field name="company"/>
+                            <label name="employee"/>
+                            <field name="employee"/>
+                            <label name="start_date"/>
+                            <field name="start_date"/>
+                            <label name="end_date"/>
+                            <field name="end_date"/>
+                            <label name="warehouse"/>
+                            <field name="warehouse"/>
+                            <label name="payment_term"/>
+                            <field name="payment_term"/>
+                            <label name="sale"/>
+                            <field name="sale"/>
+                            <separator name="comment" colspan="4"/>
+                            <field name="comment" colspan="4"/>
+                            <separator name="lost_reason" colspan="4"/>
+                            <field name="lost_reason" colspan="4"/>
+                            <group col="2" colspan="2" id="state">
+                                <label name="state"/>
+                                <field name="state"/>
+                            </group>
+                            <group col="6" colspan="2" id="buttons">
+                                <button name="cancelled" string="Cancel"
+                                    states="{'invisible': Not(In(Eval('state'), ['lead', 'opportunity']))}"
+                                    icon="tryton-cancel"/>
+                                <button name="lost_lead" string="Mark as Lost"
+                                    states="{'invisible':Not(In(Eval('state'), ['lead','opportunity']))}"
+                                    icon="tryton-cancel"/>
+                                <button name="set_as_lead" string="Set as Lead"
+                                    states="{'invisible':Not(In(Eval('state'), ['opportunity']))}"
+                                    icon="tryton-go-previous"/>
+                                <button name="convert_to_opportunity" string="Convert to Opportunity"
+                                    states="{'invisible': Not(In(Eval('state'), ['lead']))}"
+                                    icon="tryton-go-next"/>
+                                <button name="convert_to_sale" string="Convert to Sale"
+                                    states="{'invisible': Not(In(Eval('state'), ['opportunity']))}"
+                                    icon="tryton-go-next"/>
+                                <button name="button_lead" string="Reset as Lead"
+                                    type="object"
+                                    states="{'invisible': Not(In(Eval('state'), ['lost', 'cancelled']))}"
+                                    icon="tryton-clear"/>
+                            </group>
+                        </page>
+                        <page name="lines">
+                            <field name="lines"/>
+                        </page>
+                        <page name="history">
+                            <field name="history"/>
+                        </page>
+                    </notebook>
+                </form>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.ui.view" id="opportunity_view_tree">
+            <field name="model">sale.opportunity</field>
+            <field name="type">tree</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <tree string="Sales Leads/Opportunities">
+                    <field name="start_date" select="2"/>
+                    <field name="end_date" select="2"/>
+                    <field name="description" select="2"/>
+                    <field name="party" select="1"/>
+                    <field name="amount" select="1"/>
+                    <field name="currency"/>
+                    <field name="state" select="1"/>
+                    <field name="probability" select="2"/>
+                </tree>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.action.act_window" id="act_opportunity_form">
+            <field name="name">Leads and Opportunities</field>
+            <field name="res_model">sale.opportunity</field>
+            <field name="view_type">form</field>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_view1">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="opportunity_view_tree"/>
+            <field name="act_window" ref="act_opportunity_form"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_view2">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="opportunity_view_form"/>
+            <field name="act_window" ref="act_opportunity_form"/>
+        </record>
+        <menuitem parent="sale.menu_sale" action="act_opportunity_form"
+            id="menu_opportunity_form" sequence="5"/>
+
+        <record model="ir.action.act_window" id="act_opportunity_form_new">
+            <field name="name">New Lead</field>
+            <field name="res_model">sale.opportunity</field>
+            <field name="view_type">form</field>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_new_view1">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="opportunity_view_form"/>
+            <field name="act_window" ref="act_opportunity_form_new"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_new_view2">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="opportunity_view_tree"/>
+            <field name="act_window" ref="act_opportunity_form_new"/>
+        </record>
+        <menuitem parent="menu_opportunity_form" action="act_opportunity_form_new"
+            id="menu_opportunity_form_new" sequence="10"/>
+
+        <record model="ir.action.act_window" id="act_opportunity_form_lead">
+            <field name="name">Opened Leads</field>
+            <field name="res_model">sale.opportunity</field>
+            <field name="view_type">form</field>
+            <field name="domain">[("state", "=", "lead")]</field>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_lead_view1">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="opportunity_view_tree"/>
+            <field name="act_window" ref="act_opportunity_form_lead"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_lead_view2">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="opportunity_view_form"/>
+            <field name="act_window" ref="act_opportunity_form_lead"/>
+        </record>
+        <menuitem parent="menu_opportunity_form" action="act_opportunity_form_lead"
+            id="menu_opportunity_form_lead" sequence="20"/>
+
+        <record model="ir.action.act_window" id="act_opportunity_form_opportunity">
+            <field name="name">Opportunities</field>
+            <field name="res_model">sale.opportunity</field>
+            <field name="view_type">form</field>
+            <field name="domain">[("state", "=", "opportunity")]</field>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_opportunity_view1">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="opportunity_view_tree"/>
+            <field name="act_window" ref="act_opportunity_form_opportunity"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_opportunity_view2">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="opportunity_view_form"/>
+            <field name="act_window" ref="act_opportunity_form_opportunity"/>
+        </record>
+        <menuitem parent="menu_opportunity_form" action="act_opportunity_form_opportunity"
+            id="menu_opportunity_form_opportunity" sequence="30"/>
+
+        <record model="ir.action.act_window" id="act_opportunity_form_converted">
+            <field name="name">Converted Opportunities</field>
+            <field name="res_model">sale.opportunity</field>
+            <field name="view_type">form</field>
+            <field name="domain">[("state", "=", "converted")]</field>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_converted_view1">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="opportunity_view_tree"/>
+            <field name="act_window" ref="act_opportunity_form_converted"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_converted_view2">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="opportunity_view_form"/>
+            <field name="act_window" ref="act_opportunity_form_converted"/>
+        </record>
+        <menuitem parent="menu_opportunity_form" action="act_opportunity_form_converted"
+            id="menu_opportunity_form_converted" sequence="40"/>
+
+        <record model="ir.action.act_window" id="act_opportunity_form_cancelled">
+            <field name="name">Cancelled Leads and Opportunities</field>
+            <field name="res_model">sale.opportunity</field>
+            <field name="view_type">form</field>
+            <field name="domain">[("state", "=", "cancelled")]</field>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_cancelled_view1">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="opportunity_view_tree"/>
+            <field name="act_window" ref="act_opportunity_form_cancelled"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_cancelled_view2">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="opportunity_view_form"/>
+            <field name="act_window" ref="act_opportunity_form_cancelled"/>
+        </record>
+        <menuitem parent="menu_opportunity_form" action="act_opportunity_form_cancelled"
+            id="menu_opportunity_form_cancelled" sequence="50"/>
+
+        <record model="ir.action.act_window" id="act_opportunity_form_lost">
+            <field name="name">Lost Leads and Opportunities</field>
+            <field name="res_model">sale.opportunity</field>
+            <field name="view_type">form</field>
+            <field name="domain">[("state", "=", "lost")]</field>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_lost_view1">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="opportunity_view_tree"/>
+            <field name="act_window" ref="act_opportunity_form_lost"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_opportunity_form_lost_view2">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="opportunity_view_form"/>
+            <field name="act_window" ref="act_opportunity_form_lost"/>
+        </record>
+        <menuitem parent="menu_opportunity_form" action="act_opportunity_form_lost"
+            id="menu_opportunity_form_lost" sequence="60"/>
+
+        <record model="ir.model.access" id="access_opportunity">
+            <field name="model" search="[('model', '=', 'sale.opportunity')]"/>
+            <field name="perm_read" eval="True"/>
+            <field name="perm_write" eval="False"/>
+            <field name="perm_create" eval="False"/>
+            <field name="perm_delete" eval="False"/>
+        </record>
+        <record model="ir.model.access" id="access_opportunity_oppotunity">
+            <field name="model" search="[('model', '=', 'sale.opportunity')]"/>
+            <field name="group" ref="group_opportunity"/>
+            <field name="perm_read" eval="True"/>
+            <field name="perm_write" eval="True"/>
+            <field name="perm_create" eval="True"/>
+            <field name="perm_delete" eval="True"/>
+        </record>
+
+        <record model="ir.rule.group" id="rule_group_opportunity">
+            <field name="model" search="[('model', '=', 'sale.opportunity')]"/>
+            <field name="global_p" eval="True"/>
+        </record>
+        <record model="ir.rule" id="rule_group_opportunity1">
+            <field name="field" search="[('name', '=', 'company'), ('model.model', '=', 'sale.opportunity')]"/>
+            <field name="operator">=</field>
+            <field name="operand">User/Current Company</field>
+            <field name="rule_group" ref="rule_group_opportunity"/>
+        </record>
+
+        <record model="workflow" id="opportunity_workflow">
+            <field name="name">Sales Opportunity Workflow</field>
+            <field name="model">sale.opportunity</field>
+            <field name="on_create" eval="True" />
+        </record>
+
+        <record model="workflow.activity" id="opportunity_activity_lead">
+            <field name="name">Lead</field>
+            <field name="workflow" ref="opportunity_workflow"/>
+            <field name="kind">function</field>
+            <field name="action">write({'state': 'lead'})</field>
+            <field name="flow_start" eval="True"/>
+        </record>
+        <record model="workflow.activity" id="opportunity_activity_opportunity">
+            <field name="name">Opportunity</field>
+            <field name="workflow" ref="opportunity_workflow"/>
+            <field name="kind">function</field>
+            <field name="action">write({'state': 'opportunity'})</field>
+        </record>
+        <record model="workflow.activity" id="opportunity_activity_converted">
+            <field name="name">Converted</field>
+            <field name="workflow" ref="opportunity_workflow"/>
+            <field name="kind">function</field>
+            <field name="action">set_end_date('converted')
+create_sale()</field>
+            <field name="flow_stop" eval="True"/>
+        </record>
+        <record model="workflow.activity" id="opportunity_activity_cancelled">
+            <field name="name">Cancelled</field>
+            <field name="workflow" ref="opportunity_workflow"/>
+            <field name="kind">function</field>
+            <field name="action">set_end_date('cancelled')</field>
+            <field name="flow_stop" eval="True"/>
+        </record>
+        <record model="workflow.activity" id="opportunity_activity_lost">
+            <field name="name">Lost</field>
+            <field name="workflow" ref="opportunity_workflow"/>
+            <field name="kind">function</field>
+            <field name="action">set_end_date('lost')</field>
+            <field name="flow_stop" eval="True"/>
+        </record>
+
+        <record model="workflow.transition" id="opportunity_transition_lead_opportunity">
+            <field name="act_from" ref="opportunity_activity_lead"/>
+            <field name="act_to" ref="opportunity_activity_opportunity"/>
+            <field name="signal">convert_to_opportunity</field>
+            <field name="group" ref="sale.group_sale"/>
+        </record>
+        <record model="workflow.transition" id="opportunity_transition_opportunity_converted">
+            <field name="act_from" ref="opportunity_activity_opportunity"/>
+            <field name="act_to" ref="opportunity_activity_converted"/>
+            <field name="signal">convert_to_sale</field>
+            <field name="group" ref="sale.group_sale"/>
+        </record>
+        <record model="workflow.transition" id="opportunity_transition_opportunity_lead">
+            <field name="act_from" ref="opportunity_activity_opportunity"/>
+            <field name="act_to" ref="opportunity_activity_lead"/>
+            <field name="signal">set_as_lead</field>
+            <field name="group" ref="sale.group_sale"/>
+        </record>
+        <record model="workflow.transition" id="opportunity_transition_cancelled_lead">
+            <field name="act_from" ref="opportunity_activity_cancelled"/>
+            <field name="act_to" ref="opportunity_activity_lead"/>
+            <field name="signal">set_as_lead</field>
+            <field name="group" ref="sale.group_sale"/>
+        </record>
+        <record model="workflow.transition" id="opportunity_transition_lead_lost">
+            <field name="act_from" ref="opportunity_activity_lead"/>
+            <field name="act_to" ref="opportunity_activity_lost"/>
+            <field name="signal">lost_lead</field>
+            <field name="group" ref="sale.group_sale"/>
+        </record>
+        <record model="workflow.transition" id="opportunity_transition_opportunity_lost">
+            <field name="act_from" ref="opportunity_activity_opportunity"/>
+            <field name="act_to" ref="opportunity_activity_lost"/>
+            <field name="signal">lost_lead</field>
+            <field name="group" ref="sale.group_sale"/>
+        </record>
+        <record model="workflow.transition" id="opportunity_transition_lead_cancelled">
+            <field name="act_from" ref="opportunity_activity_lead"/>
+            <field name="act_to" ref="opportunity_activity_cancelled"/>
+            <field name="signal">cancelled</field>
+            <field name="group" ref="sale.group_sale"/>
+        </record>
+        <record model="workflow.transition" id="opportunity_transition_opp_cancelled">
+            <field name="act_from" ref="opportunity_activity_opportunity"/>
+            <field name="act_to" ref="opportunity_activity_cancelled"/>
+            <field name="signal">cancelled</field>
+            <field name="group" ref="sale.group_sale"/>
+        </record>
+
+        <record model="ir.ui.view" id="opportunity_line_view_form">
+            <field name="model">sale.opportunity.line</field>
+            <field name="type">form</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <form string="Sale Lead/Opportunity Line">
+                    <label name="opportunity"/>
+                    <field name="opportunity" colspan="3"/>
+                    <label name="product"/>
+                    <field name="product"/>
+                    <label name="sequence"/>
+                    <field name="sequence"/>
+                    <label name="quantity"/>
+                    <field name="quantity"/>
+                    <label name="unit"/>
+                    <field name="unit"/>
+                    <label name="sale_line"/>
+                    <field name="sale_line"/>
+                </form>
+                ]]>
+            </field>
+        </record>
+        <record model="ir.ui.view" id="opportunity_line_view_tree">
+            <field name="model">sale.opportunity.line</field>
+            <field name="type">tree</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <tree string="Sales Leads/Opportunities Lines" fill="1" sequence="sequence">
+                    <field name="opportunity" select="1"/>
+                    <field name="product" select="1"/>
+                    <field name="quantity" select="2"/>
+                    <field name="unit" select="2"/>
+                    <field name="sequence" tree_invisible="1"/>
+                </tree>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.model.access" id="access_opportunity_line">
+            <field name="model" search="[('model', '=', 'sale.opportunity.line')]"/>
+            <field name="perm_read" eval="True"/>
+            <field name="perm_write" eval="True"/>
+            <field name="perm_create" eval="True"/>
+            <field name="perm_delete" eval="True"/>
+        </record>
+        <record model="ir.model.access" id="access_opportunity_line_opportunity">
+            <field name="model" search="[('model', '=', 'sale.opportunity.line')]"/>
+            <field name="group" ref="group_opportunity"/>
+            <field name="perm_read" eval="True"/>
+            <field name="perm_write" eval="True"/>
+            <field name="perm_create" eval="True"/>
+            <field name="perm_delete" eval="True"/>
+        </record>
+
+        <record model="ir.ui.view" id="opportunity_history_view_form">
+            <field name="model">sale.opportunity.history</field>
+            <field name="type">form</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <form string="History">
+                    <label name="opportunity"/>
+                    <field name="opportunity" colspan="4"/>
+                    <label name="user"/>
+                    <field name="user"/>
+                    <label name="date"/>
+                    <field name="date"/>
+                    <label name="party"/>
+                    <field name="party"/>
+                    <label name="address"/>
+                    <field name="address"/>
+                    <label name="description"/>
+                    <field name="description"/>
+                    <label name="probability"/>
+                    <field name="probability"/>
+                    <notebook colspan="4">
+                        <page string="Lead/Opportunity" id="opportunity">
+                            <label name="company"/>
+                            <field name="company"/>
+                            <label name="employee"/>
+                            <field name="employee"/>
+                            <label name="start_date"/>
+                            <field name="start_date"/>
+                            <label name="end_date"/>
+                            <field name="end_date"/>
+                            <separator name="comment" colspan="4"/>
+                            <field name="comment" colspan="4"/>
+                            <separator name="lost_reason" colspan="4"/>
+                            <field name="lost_reason" colspan="4"/>
+                            <group col="2" colspan="2" id="state">
+                                <label name="state"/>
+                                <field name="state"/>
+                            </group>
+                        </page>
+                        <page name="lines">
+                            <field name="lines"/>
+                        </page>
+                    </notebook>
+                </form>
+                ]]>
+            </field>
+        </record>
+        <record model="ir.ui.view" id="opportunity_history_view_tree">
+            <field name="model">sale.opportunity.history</field>
+            <field name="type">tree</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <tree string="History">
+                    <field name="date" select="1"/>
+                    <field name="user" select="1"/>
+                    <field name="start_date" select="2"/>
+                    <field name="end_date" select="2"/>
+                    <field name="description" select="2"/>
+                    <field name="party" select="2"/>
+                    <field name="state" select="1"/>
+                    <field name="probability" select="2"/>
+                </tree>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.model.access" id="access_opportunity_history">
+            <field name="model" search="[('model', '=', 'sale.opportunity.history')]"/>
+            <field name="perm_read" eval="True"/>
+            <field name="perm_write" eval="True"/>
+            <field name="perm_create" eval="True"/>
+            <field name="perm_delete" eval="True"/>
+        </record>
+        <record model="ir.model.access" id="access_opportunity_history_opportunity">
+            <field name="model" search="[('model', '=', 'sale.opportunity.history')]"/>
+            <field name="group" ref="group_opportunity"/>
+            <field name="perm_read" eval="True"/>
+            <field name="perm_write" eval="True"/>
+            <field name="perm_create" eval="True"/>
+            <field name="perm_delete" eval="True"/>
+        </record>
+
+        <record model="ir.rule.group" id="rule_group_opportunity_history">
+            <field name="model" search="[('model', '=', 'sale.opportunity.history')]"/>
+            <field name="global_p" eval="True"/>
+        </record>
+        <record model="ir.rule" id="rule_group_opportunity_history1">
+            <field name="field" search="[('name', '=', 'company'), ('model.model', '=', 'sale.opportunity.history')]"/>
+            <field name="operator">=</field>
+            <field name="operand">User/Current Company</field>
+            <field name="rule_group" ref="rule_group_opportunity_history"/>
+        </record>
+
+        <record model="ir.ui.view" id="opportunity_employee_view_tree">
+            <field name="model">sale.opportunity_employee</field>
+            <field name="type">tree</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <tree string="Opportunities per Employee">
+                    <field name="employee" select="1"/>
+                    <field name="number" select="1"/>
+                    <field name="converted" select="2"/>
+                    <field name="lost" select="2"/>
+                    <field name="conversion_rate"/>
+                    <field name="amount" select="1"/>
+                    <field name="converted_amount" select="2"/>
+                    <field name="currency" select="2"/>
+                    <field name="conversion_amount_rate"/>
+                </tree>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.ui.view" id="opportunity_employee_view_graph1">
+            <field name="model">sale.opportunity_employee</field>
+            <field name="type">graph</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <graph string="Opportunities per Employee">
+                    <x>
+                        <field name="employee"/>
+                    </x>
+                    <y>
+                        <field name="number"/>
+                        <field name="converted"/>
+                        <field name="lost"/>
+                    </y>
+                </graph>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.ui.view" id="opportunity_employee_view_graph2">
+            <field name="model">sale.opportunity_employee</field>
+            <field name="type">graph</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <graph string="Opportunities per Employee">
+                    <x>
+                        <field name="employee"/>
+                    </x>
+                    <y>
+                        <field name="amount"/>
+                        <field name="converted_amount"/>
+                    </y>
+                </graph>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.action.act_window" id="act_opportunity_employee_form">
+            <field name="name">Opportunities per Employee</field>
+            <field name="res_model">sale.opportunity_employee</field>
+            <field name="view_type">form</field>
+        </record>
+        <record model="ir.action.act_window.view"
+            id="act_opportunity_employee_form_view1">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="opportunity_employee_view_tree"/>
+            <field name="act_window" ref="act_opportunity_employee_form"/>
+        </record>
+        <record model="ir.action.act_window.view"
+            id="act_opportunity_employee_form_view2">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="opportunity_employee_view_graph1"/>
+            <field name="act_window" ref="act_opportunity_employee_form"/>
+        </record>
+        <record model="ir.action.act_window.view"
+            id="act_opportunity_employee_form_view3">
+            <field name="sequence" eval="30"/>
+            <field name="view" ref="opportunity_employee_view_graph2"/>
+            <field name="act_window" ref="act_opportunity_employee_form"/>
+        </record>
+
+        <record model="ir.rule.group" id="rule_group_opportunity_employee">
+            <field name="model" search="[('model', '=', 'sale.opportunity_employee')]"/>
+            <field name="global_p" eval="True"/>
+        </record>
+        <record model="ir.rule" id="rule_group_opportunity_employee1">
+            <field name="field" search="[('name', '=', 'company'), ('model.model', '=', 'sale.opportunity_employee')]"/>
+            <field name="operator">=</field>
+            <field name="operand">User/Current Company</field>
+            <field name="rule_group" ref="rule_group_opportunity_employee"/>
+        </record>
+
+        <record model="ir.ui.view" id="open_sale_opportunity_employee_init_view_form">
+            <field name="model">sale.open_opportunity_employee.init</field>
+            <field name="type">form</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <form string="Sale Opportunities per Employee">
+                    <label name="start_date"/>
+                    <field name="start_date"/>
+                    <label name="end_date"/>
+                    <field name="end_date"/>
+                </form>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.action.wizard" id="act_open_sale_opportunity_employee">
+            <field name="name">Opportunities per Employee</field>
+            <field name="wiz_name">sale.open_opportunity_employee</field>
+        </record>
+        <menuitem parent="menu_reporting" action="act_open_sale_opportunity_employee"
+            icon="tryton-list" id="menu_open_sale_opportunity_employee"/>
+
+        <record model="ir.ui.view" id="opportunity_monthly_view_tree">
+            <field name="model">sale.opportunity_monthly</field>
+            <field name="type">tree</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <tree string="Sale Opportunities per Month">
+                    <field name="year" select="1"/>
+                    <field name="month" select="1"/>
+                    <field name="number" select="2"/>
+                    <field name="converted" select="2"/>
+                    <field name="lost" select="2"/>
+                    <field name="conversion_rate"/>
+                    <field name="amount" select="2"/>
+                    <field name="converted_amount" select="2"/>
+                    <field name="currency"/>
+                    <field name="conversion_amount_rate"/>
+                </tree>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.ui.view" id="opportunity_monthly_view_graph1">
+            <field name="model">sale.opportunity_monthly</field>
+            <field name="type">graph</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <graph string="Sale Opportunities per Month">
+                    <x>
+                        <field name="year_month"/>
+                    </x>
+                    <y>
+                        <field name="number"/>
+                        <field name="converted"/>
+                        <field name="lost"/>
+                    </y>
+                </graph>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.ui.view" id="opportunity_monthly_view_graph2">
+            <field name="model">sale.opportunity_monthly</field>
+            <field name="type">graph</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <graph string="Sale Opportunities per Month">
+                    <x>
+                        <field name="year_month"/>
+                    </x>
+                    <y>
+                        <field name="amount"/>
+                        <field name="converted_amount"/>
+                    </y>
+                </graph>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.action.act_window" id="act_opportunity_monthly_form">
+            <field name="name">Opportunities per Month</field>
+            <field name="res_model">sale.opportunity_monthly</field>
+            <field name="view_type">form</field>
+        </record>
+        <record model="ir.action.act_window.view"
+            id="act_opportunity_monthly_form_view1">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="opportunity_monthly_view_tree"/>
+            <field name="act_window" ref="act_opportunity_monthly_form"/>
+        </record>
+        <record model="ir.action.act_window.view"
+            id="act_opportunity_monthly_form_view2">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="opportunity_monthly_view_graph1"/>
+            <field name="act_window" ref="act_opportunity_monthly_form"/>
+        </record>
+        <record model="ir.action.act_window.view"
+            id="act_opportunity_monthly_form_view3">
+            <field name="sequence" eval="30"/>
+            <field name="view" ref="opportunity_monthly_view_graph2"/>
+            <field name="act_window" ref="act_opportunity_monthly_form"/>
+        </record>
+
+        <menuitem parent="menu_reporting" action="act_opportunity_monthly_form"
+            id="menu_opportunity_monthly_form"/>
+
+        <record model="ir.rule.group" id="rule_group_opportunity_monthly">
+            <field name="model" search="[('model', '=', 'sale.opportunity_monthly')]"/>
+            <field name="global_p" eval="True"/>
+        </record>
+        <record model="ir.rule" id="rule_group_opportunity_monthly1">
+            <field name="field" search="[('name', '=', 'company'), ('model.model', '=', 'sale.opportunity_monthly')]"/>
+            <field name="operator">=</field>
+            <field name="operand">User/Current Company</field>
+            <field name="rule_group" ref="rule_group_opportunity_monthly"/>
+        </record>
+
+        <record model="ir.ui.view" id="opportunity_employee_monthly_view_tree">
+            <field name="model">sale.opportunity_employee_monthly</field>
+            <field name="type">tree</field>
+            <field name="arch" type="xml">
+                <![CDATA[
+                <tree string="Sale Opportunities per Month">
+                    <field name="year" select="1"/>
+                    <field name="month" select="1"/>
+                    <field name="employee" select="1"/>
+                    <field name="number" select="2"/>
+                    <field name="converted" select="2"/>
+                    <field name="lost" select="2"/>
+                    <field name="conversion_rate"/>
+                    <field name="amount" select="2"/>
+                    <field name="converted_amount" select="2"/>
+                    <field name="currency"/>
+                    <field name="conversion_amount_rate"/>
+                </tree>
+                ]]>
+            </field>
+        </record>
+
+        <record model="ir.action.act_window" id="act_opportunity_employee_monthly_form">
+            <field name="name">Opportunities per Employee per Month</field>
+            <field name="res_model">sale.opportunity_employee_monthly</field>
+            <field name="view_type">form</field>
+        </record>
+        <record model="ir.action.act_window.view"
+            id="act_opportunity_employee_monthly_form_view1">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="opportunity_employee_monthly_view_tree"/>
+            <field name="act_window" ref="act_opportunity_employee_monthly_form"/>
+        </record>
+
+        <menuitem parent="menu_reporting"
+            action="act_opportunity_employee_monthly_form"
+            id="menu_opportunity_employee_monthly_form"/>
+
+        <record model="ir.rule.group" id="rule_group_opportunity_employee_monthly">
+            <field name="model" search="[('model', '=', 'sale.opportunity_employee_monthly')]"/>
+            <field name="global_p" eval="True"/>
+        </record>
+        <record model="ir.rule" id="rule_group_opportunity_employee_monthly1">
+            <field name="field" search="[('name', '=', 'company'), ('model.model', '=', 'sale.opportunity_employee_monthly')]"/>
+            <field name="operator">=</field>
+            <field name="operand">User/Current Company</field>
+            <field name="rule_group" ref="rule_group_opportunity_employee_monthly"/>
+        </record>
+
+    </data>
+</tryton>

party.xml

@@ -0,0 +1,20 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton.  The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<tryton>
+    <data>
+        <record model="ir.action.act_window" id="act_opportunity_form2">
+            <field name="name">Sales Leads/Opportunities</field>
+            <field name="res_model">sale.opportunity</field>
+            <field name="view_type">form</field>
+            <field name="domain">[("party", "=", Eval('active_id'))]</field>
+        </record>
+        <record model="ir.action.keyword"
+                id="act_open_sale_keyword1">
+            <field name="keyword">form_relate</field>
+            <field name="model">party.party,0</field>
+            <field name="action" ref="act_opportunity_form2"/>
+        </record>
+
+    </data>
+</tryton>

setup.py

@@ -0,0 +1,63 @@
+#!/usr/bin/env python
+#This file is part of Tryton.  The COPYRIGHT file at the top level of
+#this repository contains the full copyright notices and license terms.
+
+from setuptools import setup
+import re
+
+info = eval(open('__tryton__.py').read())
+major_version, minor_version, _ = info.get('version', '0.0.1').split('.', 2)
+major_version = int(major_version)
+minor_version = int(minor_version)
+
+requires = []
+for dep in info.get('depends', []):
+    if not re.match(r'(ir|res|workflow|webdav)(\W|$)', dep):
+        requires.append('trytond_%s >= %s.%s, < %s.%s' %
+                (dep, major_version, minor_version, major_version,
+                    minor_version + 1))
+requires.append('trytond >= %s.%s, < %s.%s' %
+        (major_version, minor_version, major_version, minor_version + 1))
+
+setup(name='trytond_sale_opportunity',
+    version=info.get('version', '0.0.1'),
+    description=info.get('description', ''),
+    author=info.get('author', ''),
+    author_email=info.get('email', ''),
+    url=info.get('website', ''),
+    download_url="http://downloads.tryton.org/" + \
+            info.get('version', '0.0.1').rsplit('.', 1)[0] + '/',
+    package_dir={'trytond.modules.sale_opportunity': '.'},
+    packages=[
+        'trytond.modules.sale_opportunity',
+        'trytond.modules.sale_opportunity.tests',
+    ],
+    package_data={
+        'trytond.modules.sale_opportunity': info.get('xml', []) \
+                + info.get('translation', []),
+    },
+    classifiers=[
+        'Development Status :: 5 - Production/Stable',
+        'Environment :: Plugins',
+        'Intended Audience :: Developers',
+        'Intended Audience :: Financial and Insurance Industry',
+        'Intended Audience :: Legal Industry',
+        'License :: OSI Approved :: GNU General Public License (GPL)',
+        'Natural Language :: English',
+        'Natural Language :: French',
+        'Natural Language :: German',
+        'Natural Language :: Spanish',
+        'Operating System :: OS Independent',
+        'Programming Language :: Python',
+        'Topic :: Office/Business',
+    ],
+    license='GPL-3',
+    install_requires=requires,
+    zip_safe=False,
+    entry_points="""
+    [trytond.modules]
+    sale_opportunity = trytond.modules.sale_opportunity
+    """,
+    test_suite='tests',
+    test_loader='trytond.test_loader:Loader',
+)

tests/__init__.py

@@ -0,0 +1,4 @@
+#This file is part of Tryton.  The COPYRIGHT file at the top level of
+#this repository contains the full copyright notices and license terms.
+
+from test_sale_opportunity import suite

tests/test_sale_opportunity.py

@@ -0,0 +1,37 @@
+#!/usr/bin/env python
+#This file is part of Tryton.  The COPYRIGHT file at the top level of
+#this repository contains the full copyright notices and license terms.
+
+import sys, os
+DIR = os.path.abspath(os.path.normpath(os.path.join(__file__,
+    '..', '..', '..', '..', '..', 'trytond')))
+if os.path.isdir(DIR):
+    sys.path.insert(0, os.path.dirname(DIR))
+
+import unittest
+import trytond.tests.test_tryton
+from trytond.tests.test_tryton import test_view
+
+
+class SaleOpportunityTestCase(unittest.TestCase):
+    '''
+    Test SaleOpportunity module.
+    '''
+
+    def setUp(self):
+        trytond.tests.test_tryton.install_module('sale_opportunity')
+
+    def test0005views(self):
+        '''
+        Test views.
+        '''
+        self.assertRaises(Exception, test_view('sale_opportunity'))
+
+def suite():
+    suite = trytond.tests.test_tryton.suite()
+    suite.addTests(unittest.TestLoader().loadTestsFromTestCase(
+        SaleOpportunityTestCase))
+    return suite
+
+if __name__ == '__main__':
+    unittest.TextTestRunner(verbosity=2).run(suite())