espocrm-extensions/espocrm-base
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chart dashlets acl

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This commit is contained in:
yuri
2018-02-08 12:52:18 +02:00
parent 60eb1ca236
commit ec8ffbc090
2 changed files with 108 additions and 73 deletions
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application/Espo/Modules/Crm/Controllers/Opportunity.php
+4 -5
View File
@@ -37,7 +37,7 @@ class Opportunity extends \Espo\Core\Controllers\Record
public function actionReportByLeadSource($params, $data, $request)
{
$level = $this->getAcl()->getLevel('Opportunity', 'read');
if (!$level || $level == 'own' || $level == 'no') {
if (!$level || $level == 'no') {
throw new Forbidden();
}
@@ -51,7 +51,7 @@ class Opportunity extends \Espo\Core\Controllers\Record
public function actionReportByStage($params, $data, $request)
{
$level = $this->getAcl()->getLevel('Opportunity', 'read');
if (!$level || $level == 'own' || $level == 'no') {
if (!$level || $level == 'no') {
throw new Forbidden();
}
@@ -65,7 +65,7 @@ class Opportunity extends \Espo\Core\Controllers\Record
public function actionReportSalesByMonth($params, $data, $request)
{
$level = $this->getAcl()->getLevel('Opportunity', 'read');
if (!$level || $level == 'own' || $level == 'no') {
if (!$level || $level == 'no') {
throw new Forbidden();
}
@@ -79,7 +79,7 @@ class Opportunity extends \Espo\Core\Controllers\Record
public function actionReportSalesPipeline($params, $data, $request)
{
$level = $this->getAcl()->getLevel('Opportunity', 'read');
if (!$level || $level == 'own' || $level == 'no') {
if (!$level || $level == 'no') {
throw new Forbidden();
}
@@ -90,4 +90,3 @@ class Opportunity extends \Espo\Core\Controllers\Record
return $this->getService('Opportunity')->reportSalesPipeline($dateFilter, $dateFrom, $dateTo);
}
}
application/Espo/Modules/Crm/Services/Opportunity.php
+104 -68
View File
@@ -38,34 +38,41 @@ class Opportunity extends \Espo\Services\Record
{
public function reportSalesPipeline($dateFilter, $dateFrom = null, $dateTo = null)
{
if (in_array('amount', $this->getAcl()->getScopeForbiddenAttributeList('Opportunity'))) {
throw new Forbidden();
}
if ($dateFilter !== 'between' && $dateFilter !== 'ever') {
list($dateFrom, $dateTo) = $this->getDateRangeByFilter($dateFilter);
}
$pdo = $this->getEntityManager()->getPDO();
$options = $this->getMetadata()->get('entityDefs.Opportunity.fields.stage.options');
$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
";
$selectManager = $this->getSelectManagerFactory()->create('Opportunity');
$selectParams = [
'select' => ['stage', ['SUM:amountConverted', 'amount']],
'whereClause' => [
'stage!=' => 'Closed Lost'
],
'orderBy' => 'LIST:stage:' . implode(',', $options),
'groupBy' => ['stage']
];
if ($dateFilter !== 'ever') {
$sql .= "
opportunity.close_date >= ".$pdo->quote($dateFrom)." AND
opportunity.close_date < ".$pdo->quote($dateTo)." AND
";
$selectParams['whereClause'][] = [
'closeDate>=' => $dateFrom,
'closeDate<' => $dateTo
];
}
$sql .= "
opportunity.stage <> 'Closed Lost'
GROUP BY opportunity.stage
ORDER BY FIELD(opportunity.stage, '".implode("','", $options)."')
";
$selectManager->applyAccess($selectParams);
$this->getEntityManager()->getRepository('Opportunity')->handleSelectParams($selectParams);
$sql = $this->getEntityManager()->getQuery()->createSelectQuery('Opportunity', $selectParams);
$sth = $pdo->prepare($sql);
$sth->execute();
@@ -82,31 +89,46 @@ class Opportunity extends \Espo\Services\Record
public function reportByLeadSource($dateFilter, $dateFrom = null, $dateTo = null)
{
if (in_array('amount', $this->getAcl()->getScopeForbiddenAttributeList('Opportunity'))) {
throw new Forbidden();
}
if (in_array('leadSource', $this->getAcl()->getScopeForbiddenAttributeList('Opportunity'))) {
throw new Forbidden();
}
if ($dateFilter !== 'between' && $dateFilter !== 'ever') {
list($dateFrom, $dateTo) = $this->getDateRangeByFilter($dateFilter);
}
$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
";
$options = $this->getMetadata()->get('entityDefs.Lead.fields.source.options', []);
$selectManager = $this->getSelectManagerFactory()->create('Opportunity');
$selectParams = [
'select' => ['leadSource', ['SUM:amountWeightedConverted', 'amount']],
'whereClause' => [
'stage!=' => 'Closed Lost',
['leadSource!=' => ''],
['leadSource!=' => null]
],
'orderBy' => 'LIST:leadSource:' . implode(',', $options),
'groupBy' => ['leadSource']
];
if ($dateFilter !== 'ever') {
$sql .= "
opportunity.close_date >= ".$pdo->quote($dateFrom)." AND
opportunity.close_date < ".$pdo->quote($dateTo)." AND
";
$selectParams['whereClause'][] = [
'closeDate>=' => $dateFrom,
'closeDate<' => $dateTo
];
}
$sql .= "
opportunity.stage <> 'Closed Lost' AND
opportunity.lead_source <> ''
GROUP BY opportunity.lead_source
";
$selectManager->applyAccess($selectParams);
$this->getEntityManager()->getRepository('Opportunity')->handleSelectParams($selectParams);
$sql = $this->getEntityManager()->getQuery()->createSelectQuery('Opportunity', $selectParams);
$sth = $pdo->prepare($sql);
$sth->execute();
@@ -123,35 +145,42 @@ class Opportunity extends \Espo\Services\Record
public function reportByStage($dateFilter, $dateFrom = null, $dateTo = null)
{
if (in_array('amount', $this->getAcl()->getScopeForbiddenAttributeList('Opportunity'))) {
throw new Forbidden();
}
if ($dateFilter !== 'between' && $dateFilter !== 'ever') {
list($dateFrom, $dateTo) = $this->getDateRangeByFilter($dateFilter);
}
$pdo = $this->getEntityManager()->getPDO();
$options = $this->getMetadata()->get('entityDefs.Opportunity.fields.stage.options');
$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
";
$selectManager = $this->getSelectManagerFactory()->create('Opportunity');
$selectParams = [
'select' => ['stage', ['SUM:amountConverted', 'amount']],
'whereClause' => [
'stage!=' => 'Closed Lost',
'stage!=' => 'Closed Won'
],
'orderBy' => 'LIST:stage:' . implode(',', $options),
'groupBy' => ['stage']
];
if ($dateFilter !== 'ever') {
$sql .= "
opportunity.close_date >= ".$pdo->quote($dateFrom)." AND
opportunity.close_date < ".$pdo->quote($dateTo)." AND
";
$selectParams['whereClause'][] = [
'closeDate>=' => $dateFrom,
'closeDate<' => $dateTo
];
}
$sql .= "
opportunity.stage <> 'Closed Lost' AND
opportunity.stage <> 'Closed Won'
GROUP BY opportunity.stage
ORDER BY FIELD(opportunity.stage, '".implode("','", $options)."')
";
$selectManager->applyAccess($selectParams);
$this->getEntityManager()->getRepository('Opportunity')->handleSelectParams($selectParams);
$sql = $this->getEntityManager()->getQuery()->createSelectQuery('Opportunity', $selectParams);
$sth = $pdo->prepare($sql);
$sth->execute();
@@ -168,32 +197,40 @@ class Opportunity extends \Espo\Services\Record
public function reportSalesByMonth($dateFilter, $dateFrom = null, $dateTo = null)
{
if (in_array('amount', $this->getAcl()->getScopeForbiddenAttributeList('Opportunity'))) {
throw new Forbidden();
}
if ($dateFilter !== 'between' && $dateFilter !== 'ever') {
list($dateFrom, $dateTo) = $this->getDateRangeByFilter($dateFilter);
}
$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
";
$selectManager = $this->getSelectManagerFactory()->create('Opportunity');
$selectParams = [
'select' => [['MONTH:closeDate', 'month'], ['SUM:amountConverted', 'amount']],
'whereClause' => [
'stage' => 'Closed Won'
],
'orderBy' => 1,
'groupBy' => ['MONTH:closeDate']
];
if ($dateFilter !== 'ever') {
$sql .= "
opportunity.close_date >= ".$pdo->quote($dateFrom)." AND
opportunity.close_date < ".$pdo->quote($dateTo)." AND
";
$selectParams['whereClause'][] = [
'closeDate>=' => $dateFrom,
'closeDate<' => $dateTo
];
}
$sql .= "
opportunity.stage = 'Closed Won'
GROUP BY DATE_FORMAT(opportunity.close_date, '%Y-%m')
ORDER BY `month`
";
$selectManager->applyAccess($selectParams);
$this->getEntityManager()->getRepository('Opportunity')->handleSelectParams($selectParams);
$sql = $this->getEntityManager()->getQuery()->createSelectQuery('Opportunity', $selectParams);
$sth = $pdo->prepare($sql);
$sth->execute();
@@ -226,7 +263,6 @@ class Opportunity extends \Espo\Services\Record
}
}
$keyList = array_keys($result);
sort($keyList);