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Refactor reporting

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issue11681
review417881003
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Cédric Krier committed 2022-09-11 01:30:15 +02:00
1 parent bc31ea4fbd
commit fb385844d4
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CHANGELOG
+1
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@@ -1,3 +1,4 @@
* Refactor reporting
* Use default customer payment term
* Allow to store currency on opportunity
__init__.py
+9 -5
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@@ -4,17 +4,21 @@
from trytond.pool import Pool
from . import (
account, company, configuration, opportunity, party, product, sale)
account, company, configuration, opportunity, opportunity_reporting, party,
product, sale)
def register():
Pool.register(
opportunity.SaleOpportunity,
opportunity.SaleOpportunityLine,
opportunity.SaleOpportunityEmployee,
opportunity.SaleOpportunityEmployeeContext,
opportunity.SaleOpportunityMonthly,
opportunity.SaleOpportunityEmployeeMonthly,
opportunity_reporting.Context,
opportunity_reporting.Main,
opportunity_reporting.MainTimeseries,
opportunity_reporting.Conversion,
opportunity_reporting.ConversionTimeseries,
opportunity_reporting.ConversionEmployee,
opportunity_reporting.ConversionEmployeeTimeseries,
configuration.Configuration,
configuration.ConfigurationSequence,
sale.Sale,
message.xml
+45
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@@ -9,5 +9,50 @@ this repository contains the full copyright notices and license terms. -->
<record model="ir.message" id="msg_modify_origin_opportunity">
<field name="text">You cannot modify the opportunity origin of the sale "%(sale)s".</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_number_help">
<field name="text">Number of opportunities</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_number_trend">
<field name="text">Number Trend</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_amount">
<field name="text">Amount</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_amount_trend">
<field name="text">Amount Trend</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_converted">
<field name="text">Converted</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_conversion_rate">
<field name="text">Conversion Rate</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_conversion_trend">
<field name="text">Conversion Trend</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_converted_amount">
<field name="text">Converted Amount</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_converted_amount_trend">
<field name="text">Converted Amount Trend</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_won">
<field name="text">Won</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_winning_rate">
<field name="text">Winning Rate</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_winning_trend">
<field name="text">Winning Trend</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_won_amount">
<field name="text">Won Amount</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_won_amount_trend">
<field name="text">Won Amount Trend</field>
</record>
<record model="ir.message" id="msg_sale_opportunity_reporting_lost">
<field name="text">Lost</field>
</record>
</data>
</tryton>
opportunity.py
+1 -209
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@@ -4,10 +4,7 @@
import datetime
from itertools import groupby
from sql import Literal, Null
from sql.aggregate import Count, Max, Sum
from sql.conditionals import Case, Coalesce
from sql.functions import DateTrunc, Extract
from sql import Null
from trytond.i18n import gettext
from trytond.ir.attachment import AttachmentCopyMixin
@@ -598,208 +595,3 @@ class SaleOpportunityLine(sequence_ordered(), ModelSQL, ModelView):
@classmethod
def search_rec_name(cls, name, clause):
return [('product.rec_name',) + tuple(clause[1:])]
class SaleOpportunityReportMixin:
__slots__ = ()
number = fields.Integer('Number')
converted = fields.Integer('Converted')
conversion_rate = fields.Function(fields.Float('Conversion Rate',
digits=(1, 4)), 'get_conversion_rate')
won = fields.Integer('Won')
winning_rate = fields.Function(fields.Float('Winning Rate', digits=(1, 4)),
'get_winning_rate')
lost = fields.Integer('Lost')
company = fields.Many2One('company.company', 'Company')
currency = fields.Function(fields.Many2One('currency.currency',
'Currency'), 'get_currency')
amount = Monetary("Amount", currency='currency', digits='currency')
converted_amount = Monetary(
"Converted Amount", currency='currency', digits='currency')
conversion_amount_rate = fields.Function(fields.Float(
'Conversion Amount Rate', digits=(1, 4)), 'get_conversion_amount_rate')
won_amount = Monetary("Won Amount", currency='currency', digits='currency')
winning_amount_rate = fields.Function(fields.Float(
'Winning Amount Rate', digits=(1, 4)), 'get_winning_amount_rate')
@staticmethod
def _converted_state():
return ['converted', 'won']
@staticmethod
def _won_state():
return ['won']
@staticmethod
def _lost_state():
return ['lost']
def get_conversion_rate(self, name):
if self.number:
digits = getattr(self.__class__, name).digits[1]
return round(float(self.converted) / self.number, digits)
else:
return 0.0
def get_winning_rate(self, name):
if self.number:
digits = getattr(self.__class__, name).digits[1]
return round(float(self.won) / self.number, digits)
else:
return 0.0
def get_currency(self, name):
return self.company.currency.id
def get_conversion_amount_rate(self, name):
if self.amount:
digits = getattr(self.__class__, name).digits[1]
return round(
float(self.converted_amount) / float(self.amount), digits)
else:
return 0.0
def get_winning_amount_rate(self, name):
if self.amount:
digits = getattr(self.__class__, name).digits[1]
return round(float(self.won_amount) / float(self.amount), digits)
else:
return 0.0
@classmethod
def table_query(cls):
Opportunity = Pool().get('sale.opportunity')
opportunity = Opportunity.__table__()
return opportunity.select(
Max(opportunity.create_uid).as_('create_uid'),
Max(opportunity.create_date).as_('create_date'),
Max(opportunity.write_uid).as_('write_uid'),
Max(opportunity.write_date).as_('write_date'),
opportunity.company,
Count(Literal(1)).as_('number'),
Sum(Case(
(opportunity.state.in_(cls._converted_state()),
Literal(1)), else_=Literal(0))).as_('converted'),
Sum(Case(
(opportunity.state.in_(cls._won_state()),
Literal(1)), else_=Literal(0))).as_('won'),
Sum(Case(
(opportunity.state.in_(cls._lost_state()),
Literal(1)), else_=Literal(0))).as_('lost'),
Sum(opportunity.amount).as_('amount'),
Sum(Case(
(opportunity.state.in_(cls._converted_state()),
opportunity.amount),
else_=Literal(0))).as_('converted_amount'),
Sum(Case(
(opportunity.state.in_(cls._won_state()),
opportunity.amount),
else_=Literal(0))).as_('won_amount'))
class SaleOpportunityEmployee(SaleOpportunityReportMixin, ModelSQL, ModelView):
'Sale Opportunity per Employee'
__name__ = 'sale.opportunity_employee'
employee = fields.Many2One('company.employee', 'Employee')
@classmethod
def table_query(cls):
query = super(SaleOpportunityEmployee, cls).table_query()
opportunity, = query.from_
query.columns += (
Coalesce(opportunity.employee, 0).as_('id'),
opportunity.employee,
)
where = Literal(True)
if Transaction().context.get('start_date'):
where &= (opportunity.start_date
>= Transaction().context['start_date'])
if Transaction().context.get('end_date'):
where &= (opportunity.start_date
<= Transaction().context['end_date'])
query.where = where
query.group_by = (opportunity.employee, opportunity.company)
return query
class SaleOpportunityEmployeeContext(ModelView):
'Sale Opportunity per Employee Context'
__name__ = 'sale.opportunity_employee.context'
start_date = fields.Date('Start Date')
end_date = fields.Date('End Date')
class MonthLabelMixin:
__slots__ = ()
month_label = fields.Function(fields.Char("Month"), 'get_month_label')
@classmethod
def order_month_label(cls, tables):
table, _ = tables[None]
return [table.month]
def get_month_label(self, name):
return self.month.strftime('%Y-%m')
class SaleOpportunityMonthly(
MonthLabelMixin, SaleOpportunityReportMixin, ModelSQL, ModelView):
'Sale Opportunity per Month'
__name__ = 'sale.opportunity_monthly'
month = fields.Date("Month")
@classmethod
def __setup__(cls):
super(SaleOpportunityMonthly, cls).__setup__()
cls._order.insert(0, ('month', 'DESC'))
@classmethod
def table_query(cls):
pool = Pool()
Month = pool.get('ir.calendar.month')
month = Month.__table__()
query = super(SaleOpportunityMonthly, cls).table_query()
opportunity, = query.from_
month_timestamp = DateTrunc('MONTH', opportunity.start_date)
id_ = Extract('EPOCH', month_timestamp)
month = cls.month.sql_cast(month_timestamp)
query.columns += (
id_.as_('id'),
month.as_('month'),
)
query.group_by = [id_, month, opportunity.company]
return query
class SaleOpportunityEmployeeMonthly(
MonthLabelMixin, SaleOpportunityReportMixin, ModelSQL, ModelView):
'Sale Opportunity per Employee per Month'
__name__ = 'sale.opportunity_employee_monthly'
month = fields.Date("Month")
employee = fields.Many2One('company.employee', 'Employee')
@classmethod
def __setup__(cls):
super(SaleOpportunityEmployeeMonthly, cls).__setup__()
cls._order.insert(1, ('month', 'DESC'))
cls._order.insert(2, ('employee', 'ASC'))
@classmethod
def table_query(cls):
pool = Pool()
Month = pool.get('ir.calendar.month')
month = Month.__table__()
query = super(SaleOpportunityEmployeeMonthly, cls).table_query()
opportunity, = query.from_
month_timestamp = DateTrunc('MONTH', opportunity.start_date)
id_ = Extract('EPOCH', month_timestamp)
month = cls.month.sql_cast(month_timestamp)
query.columns += (
id_.as_('id'),
month.as_('month'),
opportunity.employee,
)
query.group_by = [
id_, month, opportunity.employee, opportunity.company]
return query
opportunity.xml
-161
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@@ -241,166 +241,5 @@ this repository contains the full copyright notices and license terms. -->
<field name="type">tree</field>
<field name="name">opportunity_line_tree</field>
</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="name">opportunity_employee_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="name">opportunity_employee_graph1</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="name">opportunity_employee_graph2</field>
</record>
<record model="ir.ui.view" id="opportunity_employee_context_view_form">
<field name="model">sale.opportunity_employee.context</field>
<field name="type">form</field>
<field name="name">opportunity_employee_context_form</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="context_model">sale.opportunity_employee.context</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_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'sale.opportunity_employee')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_opportunity_employee_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_opportunity_employee_companies"/>
</record>
<menuitem
parent="sale.menu_reporting"
action="act_opportunity_employee_form"
sequence="50"
id="menu_opportunity_employee_open"/>
<record model="ir.ui.view" id="opportunity_monthly_view_tree">
<field name="model">sale.opportunity_monthly</field>
<field name="type">tree</field>
<field name="name">opportunity_monthly_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="name">opportunity_monthly_graph1</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="name">opportunity_monthly_graph2</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>
</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="sale.menu_reporting"
action="act_opportunity_monthly_form"
sequence="50"
id="menu_opportunity_monthly_form"/>
<record model="ir.rule.group" id="rule_group_opportunity_monthly_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'sale.opportunity_monthly')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_opportunity_monthly_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_opportunity_monthly_companies"/>
</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="name">opportunity_employee_monthly_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>
</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="sale.menu_reporting"
action="act_opportunity_employee_monthly_form"
sequence="50"
id="menu_opportunity_employee_monthly_form"/>
<record model="ir.rule.group" id="rule_group_opportunity_employee_monthly_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'sale.opportunity_employee_monthly')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_opportunity_employee_monthly_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_opportunity_employee_monthly_companies"/>
</record>
</data>
</tryton>
opportunity_reporting.py
+465
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@@ -0,0 +1,465 @@
# 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 itertools import tee, zip_longest
from dateutil.relativedelta import relativedelta
from sql import Literal, Null, With
from sql.aggregate import Count, Min, Sum
from sql.conditionals import Case
from sql.functions import CurrentTimestamp
try:
import pygal
except ImportError:
pygal = None
from trytond.i18n import lazy_gettext
from trytond.model import ModelSQL, ModelView, fields
from trytond.modules.currency.fields import Monetary
from trytond.pool import Pool
from trytond.pyson import Eval, If
from trytond.transaction import Transaction
def pairwise(iterable):
a, b = tee(iterable)
next(b)
return zip_longest(a, b)
class Abstract(ModelSQL):
company = fields.Many2One(
'company.company', lazy_gettext('sale.msg_sale_reporting_company'))
number = fields.Integer(lazy_gettext('sale.msg_sale_reporting_number'),
help=lazy_gettext(
'sale_opportunity.msg_sale_opportunity_reporting_number_help'))
number_trend = fields.Function(
fields.Char(lazy_gettext(
'sale_opportunity.'
'msg_sale_opportunity_reporting_number_trend')),
'get_trend')
amount = Monetary(
lazy_gettext('sale_opportunity.msg_sale_opportunity_reporting_amount'),
currency='currency', digits='currency')
amount_trend = fields.Function(
fields.Char(lazy_gettext(
'sale_opportunity.'
'msg_sale_opportunity_reporting_amount_trend')),
'get_trend')
converted = fields.Integer(
lazy_gettext(
'sale_opportunity.msg_sale_opportunity_reporting_converted'))
conversion_rate = fields.Function(
fields.Float(lazy_gettext(
'sale_opportunity.'
'msg_sale_opportunity_reporting_conversion_rate'),
digits=(1, 4)), 'get_rate')
conversion_trend = fields.Function(
fields.Char(lazy_gettext(
'sale_opportunity.'
'msg_sale_opportunity_reporting_conversion_trend')),
'get_trend')
converted_amount = Monetary(
lazy_gettext(
'sale_opportunity.'
'msg_sale_opportunity_reporting_converted_amount'),
currency='currency', digits='currency')
converted_amount_trend = fields.Function(
fields.Char(lazy_gettext(
'sale_opportunity.'
'msg_sale_opportunity_reporting_converted_amount_trend')),
'get_trend')
time_series = None
currency = fields.Function(
fields.Many2One(
'currency.currency',
lazy_gettext('sale.msg_sale_reporting_currency')),
'get_currency')
@classmethod
def table_query(cls):
from_item, tables, withs = cls._joins()
return from_item.select(*cls._columns(tables, withs),
where=cls._where(tables, withs),
group_by=cls._group_by(tables, withs),
with_=withs.values())
@classmethod
def _joins(cls):
pool = Pool()
Company = pool.get('company.company')
Currency = pool.get('currency.currency')
Opportunity = pool.get('sale.opportunity')
context = Transaction().context
tables = {}
company = context.get('company')
tables['opportunity'] = opportunity = Opportunity.__table__()
tables['opportunity.company'] = company = Company.__table__()
withs = {}
currency_opportunity = With(query=Currency.currency_rate_sql())
withs['currency_opportunity'] = currency_opportunity
currency_company = With(query=Currency.currency_rate_sql())
withs['currency_company'] = currency_company
from_item = (opportunity
.join(currency_opportunity,
condition=(
opportunity.currency == currency_opportunity.currency)
& (currency_opportunity.start_date <= opportunity.start_date)
& ((currency_opportunity.end_date == Null)
| (currency_opportunity.end_date > opportunity.start_date))
)
.join(company, condition=opportunity.company == company.id)
.join(currency_company,
condition=(company.currency == currency_company.currency)
& (currency_company.start_date <= opportunity.start_date)
& ((currency_company.end_date == Null)
| (currency_company.end_date > opportunity.start_date))
))
return from_item, tables, withs
@classmethod
def _columns(cls, tables, withs):
opportunity = tables['opportunity']
return [
cls._column_id(tables, withs).as_('id'),
Literal(0).as_('create_uid'),
CurrentTimestamp().as_('create_date'),
cls.write_uid.sql_cast(Literal(Null)).as_('write_uid'),
cls.write_date.sql_cast(Literal(Null)).as_('write_date'),
opportunity.company.as_('company'),
Count(Literal(1)).as_('number'),
Sum(opportunity.amount).as_('amount'),
Sum(Case(
(opportunity.state.in_(cls._converted_states()),
Literal(1)), else_=Literal(0))).as_('converted'),
Sum(Case(
(opportunity.state.in_(cls._converted_states()),
opportunity.amount),
else_=Literal(0))).as_('converted_amount'),
]
@classmethod
def _column_id(cls, tables, withs):
opportunity = tables['opportunity']
return Min(opportunity.id)
@classmethod
def _group_by(cls, tables, withs):
opportunity = tables['opportunity']
return [opportunity.company]
@classmethod
def _where(cls, tables, withs):
context = Transaction().context
opportunity = tables['opportunity']
where = opportunity.company == context.get('company')
date = cls._column_date(tables, withs)
from_date = context.get('from_date')
if from_date:
where &= date >= from_date
to_date = context.get('to_date')
if to_date:
where &= date <= to_date
return where
@classmethod
def _column_date(cls, tables, withs):
opportunity = tables['opportunity']
return opportunity.start_date
@classmethod
def _converted_states(cls):
return ['converted', 'won']
@classmethod
def _field_name_strip(cls, name, suffix):
name = name[:-len(suffix)]
return (name
.replace('conversion', 'converted')
.replace('winning', 'won'))
def get_rate(self, name):
if self.number:
digits = getattr(self.__class__, name).digits[1]
name = self._field_name_strip(name, '_rate')
value = float(getattr(self, name))
return round(value / self.number, digits)
else:
return 0.0
@property
def time_series_all(self):
delta = self._period_delta()
for ts, next_ts in pairwise(self.time_series or []):
yield ts
if delta and next_ts:
date = ts.date + delta
while date < next_ts.date:
yield None
date += delta
@classmethod
def _period_delta(cls):
context = Transaction().context
return {
'year': relativedelta(years=1),
'month': relativedelta(months=1),
'day': relativedelta(days=1),
}.get(context.get('period'))
def get_trend(self, name):
name = self._field_name_strip(name, '_trend')
if pygal:
chart = pygal.Line()
chart.add('', [getattr(ts, name) if ts else 0
for ts in self.time_series_all])
return chart.render_sparktext()
def get_currency(self, name):
return self.company.currency.id
class AbstractTimeseries(Abstract):
date = fields.Date(lazy_gettext('sale.msg_sale_reporting_date'))
@classmethod
def __setup__(cls):
super().__setup__()
cls._order = [('date', 'ASC')]
@classmethod
def _columns(cls, tables, withs):
return super()._columns(tables, withs) + [
cls._column_date(tables, withs).as_('date')]
@classmethod
def _group_by(cls, tables, withs):
return super()._group_by(tables, withs) + [
cls._column_date(tables, withs)]
class AbstractConversion(Abstract):
won = fields.Integer(
lazy_gettext('sale_opportunity.msg_sale_opportunity_reporting_won'))
winning_rate = fields.Function(
fields.Float(lazy_gettext(
'sale_opportunity.'
'msg_sale_opportunity_reporting_winning_rate'),
digits=(1, 4)),
'get_rate')
winning_trend = fields.Function(
fields.Char(lazy_gettext(
'sale_opportunity.'
'msg_sale_opportunity_reporting_winning_trend')),
'get_trend')
won_amount = Monetary(
lazy_gettext(
'sale_opportunity.msg_sale_opportunity_reporting_won_amount'),
currency='currency', digits='currency')
won_amount_trend = fields.Function(
fields.Char(lazy_gettext(
'sale_opportunity.'
'msg_sale_opportunity_reporting_won_amount_trend')),
'get_trend')
lost = fields.Integer(
lazy_gettext('sale_opportunity.msg_sale_opportunity_reporting_lost'))
@classmethod
def _columns(cls, tables, withs):
opportunity = tables['opportunity']
return super()._columns(tables, withs) + [
Sum(Case(
(opportunity.state.in_(cls._won_states()),
Literal(1)), else_=Literal(0))).as_('won'),
Sum(Case(
(opportunity.state.in_(cls._won_states()),
opportunity.amount),
else_=Literal(0))).as_('won_amount'),
Sum(Case(
(opportunity.state.in_(cls._lost_states()),
Literal(1)), else_=Literal(0))).as_('lost'),
]
@classmethod
def _column_date(cls, tables, withs):
opportunity = tables['opportunity']
return opportunity.end_date
@classmethod
def _won_states(cls):
return ['won']
@classmethod
def _lost_states(cls):
return ['lost']
@classmethod
def _opportunity_states(cls):
return cls._converted_states() + cls._won_states() + cls._lost_states()
class AbstractConversionTimeseries(AbstractConversion, AbstractTimeseries):
pass
class Context(ModelView):
"Sale Opportunity Reporting Context"
__name__ = 'sale.opportunity.reporting.context'
company = fields.Many2One('company.company', "Company", required=True)
from_date = fields.Date("From Date",
domain=[
If(Eval('to_date') & Eval('from_date'),
('from_date', '<=', Eval('to_date')),
()),
])
to_date = fields.Date("To Date",
domain=[
If(Eval('from_date') & Eval('to_date'),
('to_date', '>=', Eval('from_date')),
()),
])
period = fields.Selection([
('year', "Year"),
('month', "Month"),
('day', "Day"),
], "Period", required=True)
@classmethod
def default_company(cls):
return Transaction().context.get('company')
@classmethod
def default_from_date(cls):
pool = Pool()
Date = pool.get('ir.date')
context = Transaction().context
if 'from_date' in context:
return context['from_date']
return Date.today() - relativedelta(years=1)
@classmethod
def default_to_date(cls):
pool = Pool()
Date = pool.get('ir.date')
context = Transaction().context
if 'to_date' in context:
return context['to_date']
return Date.today()
@classmethod
def default_period(cls):
return Transaction().context.get('period', 'month')
class Main(Abstract, ModelView):
"Sale Opportunity Reporting"
__name__ = 'sale.opportunity.reporting.main'
time_series = fields.Function(fields.One2Many(
'sale.opportunity.reporting.main.time_series', None,
lazy_gettext('sale.msg_sale_reporting_time_series')),
'get_time_series')
def get_rec_name(self, name):
return ''
def get_time_series(self, name):
pool = Pool()
Timeseries = pool.get('sale.opportunity.reporting.main.time_series')
return [t.id for t in Timeseries.search([])]
class MainTimeseries(AbstractTimeseries, ModelView):
"Sale Opportunity Reporting"
__name__ = 'sale.opportunity.reporting.main.time_series'
class Conversion(AbstractConversion, ModelView):
"Sale Opportunity Reporting Conversion"
__name__ = 'sale.opportunity.reporting.conversion'
time_series = fields.Function(fields.One2Many(
'sale.opportunity.reporting.conversion.time_series', None,
lazy_gettext('sale.msg_sale_reporting_time_series')),
'get_time_series')
def get_rec_name(self, name):
return ''
def get_time_series(self, name):
pool = Pool()
Timeseries = pool.get(
'sale.opportunity.reporting.conversion.time_series')
return [t.id for t in Timeseries.search([])]
class ConversionTimeseries(AbstractConversionTimeseries, ModelView):
"Sale Opportunity Reporting Conversion"
__name__ = 'sale.opportunity.reporting.conversion.time_series'
class EmployeeMixin:
__slots__ = ()
employee = fields.Many2One('company.employee', "Employee")
@classmethod
def _columns(cls, tables, withs):
opportunity = tables['opportunity']
return super()._columns(tables, withs) + [
opportunity.employee.as_('employee')]
@classmethod
def _group_by(cls, tables, withs):
opportunity = tables['opportunity']
return super()._group_by(tables, withs) + [
opportunity.employee]
def get_rec_name(self, name):
return self.employee.rec_name
class ConversionEmployee(EmployeeMixin, AbstractConversion, ModelView):
"Sale Opportunity Reporting Conversion per Employee"
__name__ = 'sale.opportunity.reporting.conversion.employee'
time_series = fields.One2Many(
'sale.opportunity.reporting.conversion.employee.time_series',
'employee', lazy_gettext('sale.msg_sale_reporting_time_series'))
@classmethod
def __setup__(cls):
super().__setup__()
cls._order.insert(0, ('employee', 'ASC'))
@classmethod
def _column_id(cls, tables, withs):
opportunity = tables['opportunity']
return opportunity.employee
@classmethod
def _where(cls, tables, withs):
opportunity = tables['opportunity']
where = super()._where(tables, withs)
where &= opportunity.employee != Null
return where
class ConversionEmployeeTimeseries(
EmployeeMixin, AbstractConversionTimeseries, ModelView):
"Sale Opportunity Reporting Conversion per Employee"
__name__ = 'sale.opportunity.reporting.conversion.employee.time_series'
opportunity_reporting.xml
+462
View File
@@ -0,0 +1,462 @@
<?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>
<menuitem
name="Opportunities"
parent="sale.menu_reporting"
sequence="50"
id="menu_reporting_opportunity"
icon="tryton-graph"/>
<record model="ir.ui.view" id="reporting_context_view_form">
<field name="model">sale.opportunity.reporting.context</field>
<field name="type">form</field>
<field name="name">opportunity_reporting_context_form</field>
</record>
<!-- Main -->
<record model="ir.ui.view" id="reporting_main_view_list">
<field name="model">sale.opportunity.reporting.main</field>
<field name="type">tree</field>
<field name="name">opportunity_reporting_main_list</field>
</record>
<record model="ir.ui.view" id="reporting_main_view_graph_number">
<field name="model">sale.opportunity.reporting.main</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_main_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_main_view_graph_amount">
<field name="model">sale.opportunity.reporting.main</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_main_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_main">
<field name="name">Opportunities</field>
<field name="res_model">sale.opportunity.reporting.main</field>
<field name="context_model">sale.opportunity.reporting.context</field>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_main_view_list"/>
<field name="act_window" ref="act_reporting_main"/>
</record>
<record model="ir.action.keyword" id="act_reporting_main_keyword1">
<field name="keyword">tree_open</field>
<field name="model" ref="menu_reporting_opportunity"/>
<field name="action" ref="act_reporting_main"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_main_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.main')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_main_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_main_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_main">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.main')]"/>
<field name="perm_read" eval="False"/>
<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_reporting_main_sale">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.main')]"/>
<field name="group" ref="sale.group_sale"/>
<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.ui.view" id="reporting_main_time_series_view_list">
<field name="model">sale.opportunity.reporting.main.time_series</field>
<field name="type">tree</field>
<field name="name">opportunity_reporting_main_time_series_list</field>
</record>
<record model="ir.ui.view" id="reporting_main_time_series_view_graph_number">
<field name="model">sale.opportunity.reporting.main.time_series</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_main_view_graph_number"/>
<field name="name">opportunity_reporting_main_time_series_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_main_time_series_view_graph_amount">
<field name="model">sale.opportunity.reporting.main.time_series</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_main_view_graph_amount"/>
<field name="name">opportunity_reporting_main_time_series_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_main_time_series">
<field name="name">Opportunities</field>
<field name="res_model">sale.opportunity.reporting.main.time_series</field>
<field name="context_model">sale.opportunity.reporting.context</field>
<field name="order" eval="[('date', 'DESC')]" pyson="1"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_time_series_list_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_main_time_series_view_list"/>
<field name="act_window" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_time_series_list_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_main_time_series_view_graph_number"/>
<field name="act_window" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_time_series_list_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_main_time_series_view_graph_amount"/>
<field name="act_window" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.action.keyword" id="act_reporting_main_time_series_list_keyword1">
<field name="keyword">tree_open</field>
<field name="model">sale.opportunity.reporting.main,-1</field>
<field name="action" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_main_time_series_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.main.time_series')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_main_time_series_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_main_time_series_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_main_time_series">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.main.time_series')]"/>
<field name="perm_read" eval="False"/>
<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_reporting_main_time_series_sale">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.main.time_series')]"/>
<field name="group" ref="sale.group_sale"/>
<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>
<!-- Conversion -->
<record model="ir.ui.view" id="reporting_conversion_view_list">
<field name="model">sale.opportunity.reporting.conversion</field>
<field name="type">tree</field>
<field name="name">opportunity_reporting_conversion_list</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_view_graph_number">
<field name="model">sale.opportunity.reporting.conversion</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_conversion_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_view_graph_amount">
<field name="model">sale.opportunity.reporting.conversion</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_conversion_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_conversion">
<field name="name">Opportunity Conversions</field>
<field name="res_model">sale.opportunity.reporting.conversion</field>
<field name="context_model">sale.opportunity.reporting.context</field>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_conversion_view_list"/>
<field name="act_window" ref="act_reporting_conversion"/>
</record>
<record model="ir.action.keyword" id="act_reporting_conversion_keyword1">
<field name="keyword">tree_open</field>
<field name="model" ref="menu_reporting_opportunity"/>
<field name="action" ref="act_reporting_conversion"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_conversion_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_conversion_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_conversion_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion')]"/>
<field name="perm_read" eval="False"/>
<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_reporting_conversion_sale">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion')]"/>
<field name="group" ref="sale.group_sale"/>
<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.ui.view" id="reporting_conversion_time_series_view_list">
<field name="model">sale.opportunity.reporting.conversion.time_series</field>
<field name="type">tree</field>
<field name="name">opportunity_reporting_conversion_time_series_list</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_time_series_view_graph_number">
<field name="model">sale.opportunity.reporting.conversion.time_series</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_conversion_view_graph_number"/>
<field name="name">opportunity_reporting_conversion_time_series_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_time_series_view_graph_amount">
<field name="model">sale.opportunity.reporting.conversion.time_series</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_conversion_view_graph_amount"/>
<field name="name">opportunity_reporting_conversion_time_series_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_conversion_time_series">
<field name="name">Opportunity Conversions</field>
<field name="res_model">sale.opportunity.reporting.conversion.time_series</field>
<field name="context_model">sale.opportunity.reporting.context</field>
<field name="order" eval="[('date', 'DESC')]" pyson="1"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_time_series_list_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_conversion_time_series_view_list"/>
<field name="act_window" ref="act_reporting_conversion_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_time_series_list_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_conversion_time_series_view_graph_number"/>
<field name="act_window" ref="act_reporting_conversion_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_time_series_list_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_conversion_time_series_view_graph_amount"/>
<field name="act_window" ref="act_reporting_conversion_time_series"/>
</record>
<record model="ir.action.keyword" id="act_reporting_conversion_time_series_list_keyword1">
<field name="keyword">tree_open</field>
<field name="model">sale.opportunity.reporting.conversion,-1</field>
<field name="action" ref="act_reporting_conversion_time_series"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_conversion_time_series_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion.time_series')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_conversion_time_series_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_conversion_time_series_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion_time_series">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion.time_series')]"/>
<field name="perm_read" eval="False"/>
<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_reporting_conversion_time_series_sale">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion.time_series')]"/>
<field name="group" ref="sale.group_sale"/>
<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>
<!-- Conversion Employee -->
<record model="ir.ui.view" id="reporting_conversion_employee_view_list">
<field name="model">sale.opportunity.reporting.conversion.employee</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_conversion_view_list"/>
<field name="name">opportunity_reporting_conversion_employee_list</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_employee_view_graph_number">
<field name="model">sale.opportunity.reporting.conversion.employee</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_conversion_view_graph_number"/>
<field name="name">opportunity_reporting_conversion_employee_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_employee_view_graph_amount">
<field name="model">sale.opportunity.reporting.conversion.employee</field>
<field name="type" eval="None"/>
<field name="inherit" ref="reporting_conversion_view_graph_amount"/>
<field name="name">opportunity_reporting_conversion_employee_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_conversion_employee">
<field name="name">Opportunity Conversions per Employee</field>
<field name="res_model">sale.opportunity.reporting.conversion.employee</field>
<field name="context_model">sale.opportunity.reporting.context</field>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_conversion_employee_view_list"/>
<field name="act_window" ref="act_reporting_conversion_employee"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_conversion_employee_view_graph_number"/>
<field name="act_window" ref="act_reporting_conversion_employee"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_conversion_employee_view_graph_amount"/>
<field name="act_window" ref="act_reporting_conversion_employee"/>
</record>
<record model="ir.action.keyword" id="act_reporting_conversion_employee_keyword1">
<field name="keyword">tree_open</field>
<field name="model" ref="menu_reporting_opportunity"/>
<field name="action" ref="act_reporting_conversion_employee"/>
</record>
<record model="ir.action.keyword" id="act_reporting_conversion_employee_keyword2">
<field name="keyword">tree_open</field>
<field name="model">sale.opportunity.reporting.conversion,-1</field>
<field name="action" ref="act_reporting_conversion_employee"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_conversion_employee_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion.employee')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_conversion_employee_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_conversion_employee_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion_employee">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion.employee')]"/>
<field name="perm_read" eval="False"/>
<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_reporting_conversion_employee_sale">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion.employee')]"/>
<field name="group" ref="sale.group_sale"/>
<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.ui.view" id="reporting_conversion_employee_time_series_view_list">
<field name="model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="type">tree</field>
<field name="name">opportunity_reporting_conversion_time_series_list</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_employee_time_series_view_graph_number">
<field name="model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_conversion_time_series_graph_number</field>
</record>
<record model="ir.ui.view" id="reporting_conversion_employee_time_series_view_graph_amount">
<field name="model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="type">graph</field>
<field name="name">opportunity_reporting_conversion_time_series_graph_amount</field>
</record>
<record model="ir.action.act_window" id="act_reporting_conversion_employee_time_series">
<field name="name">Opportunity Conversions per Employee</field>
<field name="res_model">sale.opportunity.reporting.conversion.employee.time_series</field>
<field name="context_model">sale.opportunity.reporting.context</field>
<field
name="domain"
eval="[('employee', '=', Eval('active_id', -1))]"
pyson="1"/>
<field name="order" eval="[('date', 'DESC')]" pyson="1"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_time_series_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_conversion_employee_time_series_view_list"/>
<field name="act_window" ref="act_reporting_conversion_employee_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_time_series_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_conversion_employee_time_series_view_graph_number"/>
<field name="act_window" ref="act_reporting_conversion_employee_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_conversion_employee_time_series_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_conversion_employee_time_series_view_graph_amount"/>
<field name="act_window" ref="act_reporting_conversion_employee_time_series"/>
</record>
<record model="ir.action.keyword" id="act_reporting_conversion_employee_time_series_keyword1">
<field name="keyword">tree_open</field>
<field name="model">sale.opportunity.reporting.conversion.employee,-1</field>
<field name="action" ref="act_reporting_conversion_employee_time_series"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_conversion_employee_time_series_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion.employee.time_series')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_conversion_employee_time_series_companies">
<field
name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_conversion_employee_time_series_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_conversion_employee_time_series">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion.employee.time_series')]"/>
<field name="perm_read" eval="False"/>
<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_reporting_conversion_employee_time_series_sale">
<field name="model" search="[('model', '=', 'sale.opportunity.reporting.conversion.employee.time_series')]"/>
<field name="group" ref="sale.group_sale"/>
<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>
</data>
</tryton>
setup.py
+2 -1
View File
@@ -58,7 +58,7 @@ else:
if local_version:
version += '+' + '.'.join(local_version)
requires = ['python-sql >= 0.4']
requires = ['python-sql >= 0.4', 'python-dateutil']
for dep in info.get('depends', []):
if not re.match(r'(ir|res)(\W|$)', dep):
requires.append(get_require_version('trytond_%s' % dep))
@@ -138,6 +138,7 @@ setup(name=name,
python_requires='>=3.7',
install_requires=requires,
extras_require={
'sparklines': ['pygal'],
'test': tests_require,
},
dependency_links=dependency_links,
tests/scenario_sale_opportunity_reporting.rst
+149
View File
@@ -0,0 +1,149 @@
===================================
Sale Opportunity Reporting Scenario
===================================
Imports::
>>> import datetime as dt
>>> from decimal import Decimal
>>> from proteus import Model, Wizard
>>> from trytond.tests.tools import activate_modules
>>> from trytond.modules.company.tests.tools import (
... create_company, get_company)
>>> from trytond.modules.account.tests.tools import (
... create_chart, get_accounts)
>>> today = dt.date.today()
Activate modules::
>>> config = activate_modules('sale_opportunity')
>>> Employee = Model.get('company.employee')
>>> Opportunity = Model.get('sale.opportunity')
>>> Party = Model.get('party.party')
>>> ProductCategory = Model.get('product.category')
Create company::
>>> _ = create_company()
>>> company = get_company()
Create employees::
>>> employee1_party = Party(name="Employee 1")
>>> employee1_party.save()
>>> employee1 = Employee(party=employee1_party)
>>> employee1.save()
>>> employee2_party = Party(name="Employee 2")
>>> employee2_party.save()
>>> employee2 = Employee(party=employee2_party)
>>> employee2.save()
Create parties::
>>> customer1 = Party(name="Customer 1")
>>> customer1.save()
>>> customer2 = Party(name="Customer 2")
>>> customer2.save()
Create leads and opportunities::
>>> lead = Opportunity(party=customer1)
>>> lead.amount = Decimal('1000.00')
>>> lead.save()
>>> opportunity = Opportunity(party=customer1)
>>> opportunity.amount = Decimal('2000.00')
>>> opportunity.employee = employee1
>>> opportunity.click('opportunity')
>>> opportunity = Opportunity(party=customer2)
>>> opportunity.amount = Decimal('500.00')
>>> opportunity.employee = employee2
>>> opportunity.end_date = today
>>> opportunity.click('opportunity')
>>> opportunity.click('convert')
>>> opportunity = Opportunity(party=customer1)
>>> opportunity.amount = Decimal('700.00')
>>> opportunity.employee = employee1
>>> opportunity.click('opportunity')
>>> opportunity.click('convert')
>>> sale, = opportunity.sales
>>> line = sale.lines.new()
>>> line.quantity = 1
>>> line.unit_price = Decimal('800.00')
>>> sale.invoice_address, = sale.party.addresses
>>> sale.click('quote')
>>> sale.click('confirm')
>>> opportunity = Opportunity(party=customer2)
>>> opportunity.amount = Decimal('200.00')
>>> opportunity.employee = employee2
>>> opportunity.click('opportunity')
>>> opportunity.click('lost')
Check opportunity reporting::
>>> Main = Model.get('sale.opportunity.reporting.main')
>>> context = dict(
... from_date=today,
... to_date=today,
... period='month')
>>> with config.set_context(context=context):
... reports = Main.find([])
>>> report, = reports
>>> report.number
5
>>> report.amount
Decimal('4500.0')
>>> report.converted
2
>>> report.conversion_rate
0.4
>>> report.converted_amount == Decimal('1300.00')
True
>>> report, = report.time_series
>>> report.number
5
>>> report.amount
Decimal('4500.0')
>>> report.converted
2
>>> report.conversion_rate
0.4
>>> report.converted_amount == Decimal('1300.00')
True
Check conversion reporting::
>>> Conversion = Model.get('sale.opportunity.reporting.conversion')
>>> with config.set_context(context=context):
... reports = Conversion.find([])
>>> report, = reports
>>> report.number
3
>>> report.converted
2
>>> report.won
1
>>> report.winning_rate
0.3333
>>> report.won_amount == Decimal('800.00')
True
>>> report.lost
1
>>> len(report.time_series)
1
>>> ConversionEmployee = Model.get(
... 'sale.opportunity.reporting.conversion.employee')
>>> with config.set_context(context=context):
... reports = ConversionEmployee.find([])
>>> len(reports)
2
tryton.cfg
+1
View File
@@ -13,4 +13,5 @@ xml:
opportunity.xml
party.xml
configuration.xml
opportunity_reporting.xml
message.xml
view/opportunity_employee_monthly_tree.xml
-26
View File
@@ -1,26 +0,0 @@
<?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. -->
<tree>
<field name="month"/>
<field name="employee" expand="1"/>
<field name="number" optional="1"/>
<field name="converted" optional="1"/>
<field name="won" optional="0"/>
<field name="lost" optional="1"/>
<field name="conversion_rate" factor="100" optional="1">
<suffix string="%" name="conversion_rate"/>
</field>
<field name="winning_rate" factor="100" optional="0">
<suffix string="%" name="winning_rate"/>
</field>
<field name="amount" optional="1"/>
<field name="converted_amount" optional="1"/>
<field name="won_amount" optional="0"/>
<field name="conversion_amount_rate" factor="100" optional="1">
<suffix string="%" name="conversion_amount_rate"/>
</field>
<field name="winning_amount_rate" factor="100" optional="0">
<suffix string="%" name="winning_amount_rate"/>
</field>
</tree>
view/opportunity_employee_tree.xml
-25
View File
@@ -1,25 +0,0 @@
<?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. -->
<tree>
<field name="employee" expand="1"/>
<field name="number" optional="1"/>
<field name="converted" optional="1"/>
<field name="won" optional="0"/>
<field name="lost" optional="1"/>
<field name="conversion_rate" factor="100" optional="1">
<suffix string="%" name="conversion_rate"/>
</field>
<field name="winning_rate" factor="100" optional="0">
<suffix string="%" name="winning_rate"/>
</field>
<field name="amount" optional="1"/>
<field name="converted_amount" optional="1"/>
<field name="won_amount" optional="0"/>
<field name="conversion_amount_rate" factor="100" optional="1">
<suffix string="%" name="conversion_amount_rate"/>
</field>
<field name="winning_amount_rate" factor="100" optional="0">
<suffix string="%" name="winning_amount_rate"/>
</field>
</tree>
view/opportunity_monthly_tree.xml
-25
View File
@@ -1,25 +0,0 @@
<?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. -->
<tree>
<field name="month"/>
<field name="number" optional="1"/>
<field name="converted" optional="1"/>
<field name="won" optional="0"/>
<field name="lost" optional="1"/>
<field name="conversion_rate" factor="100" optional="1">
<suffix string="%" name="conversion_rate"/>
</field>
<field name="winning_rate" factor="100" optional="0">
<suffix string="%" name="winning_rate"/>
</field>
<field name="amount" optional="1"/>
<field name="converted_amount" optional="1"/>
<field name="won_amount" optional="0"/>
<field name="conversion_amount_rate" factor="100" optional="1">
<suffix string="%" name="conversion_amount_rate"/>
</field>
<field name="winning_amount_rate" factor="100" optional="0">
<suffix string="%" name="winning_amount_rate"/>
</field>
</tree>
view/opportunity_reporting_context_form.xml
+15
View File
@@ -0,0 +1,15 @@
<?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. -->
<form>
<label name="from_date"/>
<group id="dates" col="-1">
<field name="from_date"/>
<label name="to_date"/>
<field name="to_date"/>
</group>
<label name="period"/>
<field name="period"/>
<label name="company"/>
<field name="company"/>
</form>
view/opportunity_employee_context_form.xml → view/opportunity_reporting_conversion_employee_graph_amount.xml
+5 -6
View File
@@ -1,9 +1,8 @@
<?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. -->
<form>
<label name="start_date"/>
<field name="start_date"/>
<label name="end_date"/>
<field name="end_date"/>
</form>
<data>
<xpath expr="//x/field[@name='id']" position="replace">
<field name="employee"/>
</xpath>
</data>
view/opportunity_reporting_conversion_employee_graph_number.xml
+8
View File
@@ -0,0 +1,8 @@
<?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. -->
<data>
<xpath expr="//x/field[@name='id']" position="replace">
<field name="employee"/>
</xpath>
</data>
view/opportunity_reporting_conversion_employee_list.xml
+8
View File
@@ -0,0 +1,8 @@
<?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. -->
<data>
<xpath expr="//field[@name='won']" position="before">
<field name="employee" expand="1"/>
</xpath>
</data>
view/opportunity_monthly_graph2.xml → view/opportunity_reporting_conversion_graph_amount.xml
+1 -3
View File
@@ -3,11 +3,9 @@
this repository contains the full copyright notices and license terms. -->
<graph>
<x>
<field name="month_label"/>
<field name="id"/>
</x>
<y>
<field name="amount"/>
<field name="converted_amount"/>
<field name="won_amount"/>
</y>
</graph>
view/opportunity_monthly_graph1.xml → view/opportunity_reporting_conversion_graph_number.xml
+2 -3
View File
@@ -3,12 +3,11 @@
this repository contains the full copyright notices and license terms. -->
<graph>
<x>
<field name="month_label"/>
<field name="id"/>
</x>
<y>
<field name="number"/>
<field name="converted"/>
<field name="won"/>
<field name="lost"/>
</y>
</graph>
view/opportunity_reporting_conversion_list.xml
+13
View File
@@ -0,0 +1,13 @@
<?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. -->
<tree keyword_open="1">
<field name="won" sum="Won" optional="1"/>
<field name="winning_rate" factor="100">
<suffix string="%" name="winning_rate"/>
</field>
<field name="winning_trend" expand="1"/>
<field name="won_amount" sum="Won Amount" optional="1"/>
<field name="won_amount_trend" expand="1" optional="1"/>
<field name="lost" sum="Lost" optional="1"/>
</tree>
view/opportunity_reporting_conversion_time_series_graph_amount.xml
+8
View File
@@ -0,0 +1,8 @@
<?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. -->
<data>
<xpath expr="//x/field[@name='id']" position="replace">
<field name="date"/>
</xpath>
</data>
view/opportunity_reporting_conversion_time_series_graph_number.xml
+8
View File
@@ -0,0 +1,8 @@
<?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. -->
<data>
<xpath expr="//x/field[@name='id']" position="replace">
<field name="date"/>
</xpath>
</data>
view/opportunity_reporting_conversion_time_series_list.xml
+9
View File
@@ -0,0 +1,9 @@
<?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. -->
<tree>
<field name="date"/>
<field name="won" sum="Won" optional="0"/>
<field name="won_amount" sum="Won Amount" optional="0"/>
<field name="lost" sum="Lost" optional="1"/>
</tree>
view/opportunity_employee_graph2.xml → view/opportunity_reporting_main_graph_amount.xml
+1 -2
View File
@@ -3,11 +3,10 @@
this repository contains the full copyright notices and license terms. -->
<graph>
<x>
<field name="employee"/>
<field name="id"/>
</x>
<y>
<field name="amount"/>
<field name="converted_amount"/>
<field name="won_amount"/>
</y>
</graph>
view/opportunity_employee_graph1.xml → view/opportunity_reporting_main_graph_number.xml
+1 -3
View File
@@ -3,12 +3,10 @@
this repository contains the full copyright notices and license terms. -->
<graph>
<x>
<field name="employee"/>
<field name="id"/>
</x>
<y>
<field name="number"/>
<field name="converted"/>
<field name="won"/>
<field name="lost"/>
</y>
</graph>
view/opportunity_reporting_main_list.xml
+16
View File
@@ -0,0 +1,16 @@
<?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. -->
<tree keyword_open="1">
<field name="number" sum="Number"/>
<field name="number_trend" expand="1"/>
<field name="amount" sum="Amount" optional="1"/>
<field name="amount_trend" expand="1" optional="1"/>
<field name="converted" sum="Converted" optional="1"/>
<field name="conversion_rate" factor="100" optional="0">
<suffix string="%" name="conversion_rate"/>
</field>
<field name="conversion_trend" expand="1" optional="0"/>
<field name="converted_amount" sum="Converted Amount" optional="1"/>
<field name="converted_amount_trend" expand="1" optional="1"/>
</tree>
view/opportunity_reporting_main_time_series_graph_amount.xml
+8
View File
@@ -0,0 +1,8 @@
<?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. -->
<data>
<xpath expr="//x/field[@name='id']" position="replace">
<field name="date"/>
</xpath>
</data>
view/opportunity_reporting_main_time_series_graph_number.xml
+8
View File
@@ -0,0 +1,8 @@
<?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. -->
<data>
<xpath expr="//x/field[@name='id']" position="replace">
<field name="date"/>
</xpath>
</data>
view/opportunity_reporting_main_time_series_list.xml
+10
View File
@@ -0,0 +1,10 @@
<?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. -->
<tree>
<field name="date"/>
<field name="number" sum="Number"/>
<field name="amount" sum="Amount" optional="1"/>
<field name="converted" sum="Converted" optional="0"/>
<field name="converted_amount" sum="Converted Amount" optional="1"/>
</tree>