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opp reports

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This commit is contained in:
Yuri Kuznetsov
2014-08-29 11:40:28 +03:00
parent b00b725af5
commit 276480dcfa
2 changed files with 101 additions and 82 deletions
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application/Espo/Modules/Crm/Controllers/Opportunity.php
+4 -80
View File
@@ -28,32 +28,8 @@ class Opportunity extends \Espo\Core\Controllers\Record
{
$dateFrom = $request->get('dateFrom');
$dateTo = $request->get('dateTo');
$pdo = $this->getEntityManager()->getPDO();
$sql = "
SELECT opportunity.lead_source AS `leadSource`, SUM(opportunity.amount * currency.rate * opportunity.probability / 100) as `amount`
FROM opportunity
JOIN currency ON currency.id = opportunity.amount_currency
WHERE
opportunity.deleted = 0 AND
opportunity.close_date >= ".$pdo->quote($dateFrom)." AND
opportunity.close_date < ".$pdo->quote($dateTo)." AND
opportunity.stage <> 'Closed Lost' AND
opportunity.lead_source <> ''
GROUP BY opportunity.lead_source
";
$sth = $pdo->prepare($sql);
$sth->execute();
$rows = $sth->fetchAll(\PDO::FETCH_ASSOC);
$result = array();
foreach ($rows as $row) {
$result[$row['leadSource']] = floatval($row['amount']);
}
return $result;
return $this->getService('Opportunity')->reportByLeadSource($dateFrom, $dateTo);
}
public function actionReportByStage($params, $data, $request)
@@ -61,32 +37,7 @@ class Opportunity extends \Espo\Core\Controllers\Record
$dateFrom = $request->get('dateFrom');
$dateTo = $request->get('dateTo');
$pdo = $this->getEntityManager()->getPDO();
$sql = "
SELECT opportunity.stage AS `stage`, SUM(opportunity.amount * currency.rate) as `amount`
FROM opportunity
JOIN currency ON currency.id = opportunity.amount_currency
WHERE
opportunity.deleted = 0 AND
opportunity.close_date >= ".$pdo->quote($dateFrom)." AND
opportunity.close_date < ".$pdo->quote($dateTo)." AND
opportunity.stage <> 'Closed Lost'
GROUP BY opportunity.stage
ORDER BY FIELD(opportunity.stage, 'Prospecting', 'Qualification', 'Needs Analysis', 'Value Proposition', 'Id. Decision Makers', 'Perception Analysis', 'Proposal/Price Quote', 'Negotiation/Review', 'Closed Won')
";
$sth = $pdo->prepare($sql);
$sth->execute();
$rows = $sth->fetchAll(\PDO::FETCH_ASSOC);
$result = array();
foreach ($rows as $row) {
$result[$row['stage']] = floatval($row['amount']);
}
return $result;
return $this->getService('Opportunity')->reportByStage($dateFrom, $dateTo);
}
public function actionReportSalesByMonth($params, $data, $request)
@@ -94,34 +45,7 @@ class Opportunity extends \Espo\Core\Controllers\Record
$dateFrom = $request->get('dateFrom');
$dateTo = $request->get('dateTo');
$pdo = $this->getEntityManager()->getPDO();
$sql = "
SELECT DATE_FORMAT(opportunity.close_date, '%Y-%m') AS `month`, SUM(opportunity.amount * currency.rate) as `amount`
FROM opportunity
JOIN currency ON currency.id = opportunity.amount_currency
WHERE
opportunity.deleted = 0 AND
opportunity.close_date >= ".$pdo->quote($dateFrom)." AND
opportunity.close_date < ".$pdo->quote($dateTo)." AND
opportunity.stage = 'Closed Won'
GROUP BY DATE_FORMAT(opportunity.close_date, '%Y-%m')
ORDER BY opportunity.close_date
";
$sth = $pdo->prepare($sql);
$sth->execute();
$rows = $sth->fetchAll(\PDO::FETCH_ASSOC);
$result = array();
foreach ($rows as $row) {
$result[$row['month']] = floatval($row['amount']);
}
return $result;
return $this->getService('Opportunity')->reportSalesByMonth($dateFrom, $dateTo);
}
public function actionReportSalesPipeline($params, $data, $request)
application/Espo/Modules/Crm/Services/Opportunity.php
+97 -2
View File
@@ -18,7 +18,7 @@
*
* You should have received a copy of the GNU General Public License
* along with EspoCRM. If not, see http://www.gnu.org/licenses/.
************************************************************************/
************************************************************************/
namespace Espo\Modules\Crm\Services;
@@ -32,6 +32,70 @@ class Opportunity extends \Espo\Services\Record
public function reportSalesPipeline($dateFrom, $dateTo)
{
$pdo = $this->getEntityManager()->getPDO();
$options = $this->getMetadata()->get('entityDefs.Opportunity.fields.stage.options');
$sql = "
SELECT opportunity.stage AS `stage`, SUM(opportunity.amount * currency.rate) as `amount`
FROM opportunity
JOIN currency ON currency.id = opportunity.amount_currency
WHERE
opportunity.deleted = 0 AND
opportunity.close_date >= ".$pdo->quote($dateFrom)." AND
opportunity.close_date < ".$pdo->quote($dateTo)." AND
opportunity.stage <> 'Closed Lost'
GROUP BY opportunity.stage
ORDER BY FIELD(opportunity.stage, '".implode("','", $options)."')
";
$sth = $pdo->prepare($sql);
$sth->execute();
$rows = $sth->fetchAll(\PDO::FETCH_ASSOC);
$result = array();
foreach ($rows as $row) {
$result[$row['stage']] = floatval($row['amount']);
}
return $result;
}
public function reportByLeadSource($dateFrom, $dateTo)
{
$pdo = $this->getEntityManager()->getPDO();
$sql = "
SELECT opportunity.lead_source AS `leadSource`, SUM(opportunity.amount * currency.rate * opportunity.probability / 100) as `amount`
FROM opportunity
JOIN currency ON currency.id = opportunity.amount_currency
WHERE
opportunity.deleted = 0 AND
opportunity.close_date >= ".$pdo->quote($dateFrom)." AND
opportunity.close_date < ".$pdo->quote($dateTo)." AND
opportunity.stage <> 'Closed Lost' AND
opportunity.lead_source <> ''
GROUP BY opportunity.lead_source
";
$sth = $pdo->prepare($sql);
$sth->execute();
$rows = $sth->fetchAll(\PDO::FETCH_ASSOC);
$result = array();
foreach ($rows as $row) {
$result[$row['leadSource']] = floatval($row['amount']);
}
return $result;
}
public function reportByStage($dateFrom, $dateTo)
{
$pdo = $this->getEntityManager()->getPDO();
$options = $this->getMetadata()->get('entityDefs.Opportunity.fields.stage.options');
$sql = "
SELECT opportunity.stage AS `stage`, SUM(opportunity.amount * currency.rate) as `amount`
@@ -43,7 +107,7 @@ class Opportunity extends \Espo\Services\Record
opportunity.close_date < ".$pdo->quote($dateTo)." AND
opportunity.stage <> 'Closed Lost'
GROUP BY opportunity.stage
ORDER BY FIELD(opportunity.stage, 'Prospecting', 'Qualification', 'Needs Analysis', 'Value Proposition', 'Id. Decision Makers', 'Perception Analysis', 'Proposal/Price Quote', 'Negotiation/Review', 'Closed Won')
ORDER BY FIELD(opportunity.stage, '".implode("','", $options)."')
";
$sth = $pdo->prepare($sql);
@@ -58,6 +122,37 @@ class Opportunity extends \Espo\Services\Record
return $result;
}
public function reportSalesByMonth($dateFrom, $dateTo)
{
$pdo = $this->getEntityManager()->getPDO();
$sql = "
SELECT DATE_FORMAT(opportunity.close_date, '%Y-%m') AS `month`, SUM(opportunity.amount * currency.rate) as `amount`
FROM opportunity
JOIN currency ON currency.id = opportunity.amount_currency
WHERE
opportunity.deleted = 0 AND
opportunity.close_date >= ".$pdo->quote($dateFrom)." AND
opportunity.close_date < ".$pdo->quote($dateTo)." AND
opportunity.stage = 'Closed Won'
GROUP BY DATE_FORMAT(opportunity.close_date, '%Y-%m')
ORDER BY opportunity.close_date
";
$sth = $pdo->prepare($sql);
$sth->execute();
$rows = $sth->fetchAll(\PDO::FETCH_ASSOC);
$result = array();
foreach ($rows as $row) {
$result[$row['month']] = floatval($row['amount']);
}
return $result;
}
}