forecastdetail.jsp

国外的一套开源CRM

<%@ page import="org.ofbiz.entity.*" %>
<%@ page import="org.ofbiz.entity.model.*" %>
<%@ page import="java.lang.reflect.Method" %>
<%@ page import="java.util.*" %>
<%@ page import="java.text.*" %>
<%@ page import="java.math.*" %>
<%@ page import="java.sql.Timestamp" %>
<%@ page import="org.ofbiz.entity.util.SequenceUtil" %>


<%@ include file="/includes/header.jsp" %>

<%!

  double computeQuotaPercent(double firstNum, double secNum){
    if(secNum==0) return 0.0;
    DecimalFormat decimalFormat = new DecimalFormat("#.##");
    return Double.valueOf(decimalFormat.format(firstNum / secNum)).doubleValue();
  }

%>

<%
   String userName = (String)session.getAttribute("userName");
   String partyId = (String)session.getAttribute("partyId");

   int month = (request.getParameter("month") == null ? 0 : Integer.parseInt(request.getParameter("month")));
   int year = (request.getParameter("year") == null ? 0 : Integer.parseInt(request.getParameter("year")));
   if(month == 0){
    month = Calendar.getInstance().get(Calendar.MONTH) + 1;
   }

   if(year == 0){
    year = Calendar.getInstance().get(Calendar.YEAR);
   }

   int quarterNumbers[] = getQuarterMonthNumbers(month);
   String quarter[] = getQuarterMonthNames(month);

   String ENTITY = "Forecast";
   String PARTY = "Party";
   String action = "";
   ModelEntity entity = delegator.getModelEntity(ENTITY);

   if(request.getParameter("action") != null){
     //actions=search, update, create
     action = request.getParameter("action");
   }

   if(action.equals("update")){
    GenericValue genericValue = new GenericValue(entity);
    genericValue.setDelegator(delegator);
    Vector forecastFields = entity.getFieldsCopy();
    ModelField modelField = null;
    Enumeration params = request.getParameterNames();
    while(params.hasMoreElements()){
      String pName = (String)params.nextElement();
      modelField = entity.getField(pName);
      if((modelField = contains(forecastFields, pName)) != null){
        genericValue = setCorrectDataType( genericValue, modelField, request.getParameter(pName));
      }
    }
    genericValue.set("modifiedBy", "testUser");
    genericValue.set("modifiedDate", new Timestamp(new java.util.Date().getTime()));
    delegator.store(genericValue);
  }


  //get deal details
  Calendar cal = Calendar.getInstance();
  cal.set(Calendar.MONTH, month - 1);
  cal.set(Calendar.YEAR, year);

  ArrayList list = new ArrayList();
  list.add(new EntityExpr("ownerId", EntityOperator.EQUALS, session.getAttribute("partyId")));
  list.add(new EntityExpr("projectedCloseDate", EntityOperator.LESS_THAN_EQUAL_TO, new java.sql.Date( getMaximumQuarterDate((cal.get(Calendar.MONTH) + 1)).getTime())));
  list.add(new EntityExpr("projectedCloseDate", EntityOperator.GREATER_THAN_EQUAL_TO, new java.sql.Date( getMinimumQuarterDate((cal.get(Calendar.MONTH) + 1)).getTime())));
  list.add(new EntityExpr("isInForecast", EntityOperator.EQUALS, "1"));

  ArrayList order = new ArrayList();
  order.add("projectedCloseDate");

  List dealList = delegator.findByAnd("Deal", list, order);
  List dealStatus = delegator.findAll("DealStatus", null);
  List dealStage = delegator.findAll("DealStage", null);
  GenericValue dealValues[] = (GenericValue[])dealList.toArray(new GenericValue[0]);

//Forecast
  int quarters[] = getQuarterMonthNumbers(month);
  ArrayList forecastList = new ArrayList();
  forecastList.add(new EntityExpr("contactId", EntityOperator.EQUALS, userInfo.getPartyId()));
  forecastList.add(new EntityExpr("month", EntityOperator.GREATER_THAN_EQUAL_TO, new Long(quarters[0])));
  forecastList.add(new EntityExpr("month", EntityOperator.LESS_THAN_EQUAL_TO, new Long(quarters[2])));
  forecastList.add(new EntityExpr("year", EntityOperator.EQUALS, new Long(year)));

  List forecastList = delegator.findByAnd("Forecast", forecastList, null);
  GenericValue forecastValues[] = (GenericValue[])forecastList.toArray(new GenericValue[0]);


//Accounts
  HashMap accountFields = new HashMap();
  accountFields.put("accountOwnerId", session.getAttribute("partyId"));
  List accountList = delegator.findByAnd("Account", accountFields);


  double sumClosed = 0.0;
  int countClosed = 0;

  double sumForecast = 0.0;
  int countForecast = 0;

  double sumCommit = 0.0;
  int countCommit = 0;

  double sumUpside = 0.0;
  int countUpside = 0;

  double sumLongshot = 0.0;
  int countLongshot = 0;

  double sumProspect = 0.0;
  int countProspect = 0;

  double sumInactive = 0.0;
  int countInactive = 0;

  double sumLost = 0.0;
  int countLost = 0;

  double sumOpportunities = 0.0;

  GenericValue dealValue = null;
  GenericValue forecastValue = null;

  for(int iz=0;iz<dealValues.length;iz++) {
    dealValue = dealValues[iz];
    Calendar calendar = Calendar.getInstance();
    calendar.setTime(dealValue.getDate("projectedCloseDate"));
    double amount = dealValue.getDouble("amount").doubleValue();
    sumOpportunities = sumOpportunities + amount;
    int dealStatusId = Integer.valueOf(dealValue.getString("dealStatusId")).intValue();
    if(dealValue.get("dealStatusId").equals("1")){ //closed
      sumClosed = sumClosed + amount;
      countClosed++;
    } else {  //forecasted
      if(dealValue.getString("isInForecast") != null && dealValue.getString("isInForecast").equals("1"))
        sumForecast = sumForecast + amount;
        countForecast++;
        switch(dealStatusId){
          case 2:  //commit
            sumCommit = sumCommit + amount;
            countCommit++;
            break;
          case 3:  //upside
            sumUpside = sumUpside + amount;
            countUpside++;
            break;
          case 4:  //longshot
            sumLongshot = sumLongshot + amount;
            countLongshot++;
            break;
          case 5:  //prospect
            sumProspect = sumProspect + amount;
            countProspect++;
            break;
          case 6:  //inactive
            sumInactive = sumInactive + amount;
            countInactive++;
            break;
          case 7:  //lost
            sumLost = sumLost + amount;
            countLost++;
            break;
        }
      }
  }

%>

   <style>
     td { border-width: 0pt;border-right-width: 1pt;border-bottom-width: 1pt;border-style: solid;border-color: black; font-family: sans-serif;}
     tdHead { border-width: 0pt;border-right-width: 1pt;border-bottom-width: 1pt;border-style: solid;border-color: black; font-family: sans-serif;font-weight: bold;}
   </style>


   <form method="post" action="<ofbiz:url>/forecastDetail</ofbiz:url>" name="MonthForm">
     <table cellpadding="2" cellspacing="0" border="0">
       <tr>
        <td style="border-color: white;font-weight: bold;font-family: sans-serif;">Month</td>
        <td style="border-color: white;font-weight: bold;font-family: sans-serif;">
          <select name="month" onchange="document.MonthForm.submit();">
            <option value='1' <%if(month==1){%> selected <%}%>>January
            <option value='2' <%if(month==2){%> selected <%}%>>February
            <option value='3' <%if(month==3){%> selected <%}%>>March
            <option value='4' <%if(month==4){%> selected <%}%>>April
            <option value='5' <%if(month==5){%> selected <%}%>>May
            <option value='6' <%if(month==6){%> selected <%}%>>June
            <option value='7' <%if(month==7){%> selected <%}%>>July
            <option value='8' <%if(month==8){%> selected <%}%>>August
            <option value='9' <%if(month==9){%> selected <%}%>>September
            <option value='10' <%if(month==10){%> selected <%}%>>October
            <option value='11' <%if(month==11){%> selected <%}%>>November
            <option value='12' <%if(month==12){%> selected <%}%>>December
          </select>
        </td>
        <td style="border-color: white;font-weight: bold;font-family: sans-serif;">Year</td>
        <td style="border-color: white;font-weight: bold;font-family: sans-serif;"><input type="text" name="year" value="<%=year%>"></td>
       </tr>
     </table>
   </form>


    <table border="0" width="100%">
      <tr ><td style="border-color: white;font-weight: bold;font-family: sans-serif;">
        Forecast Summary for <%=getQuarterString(month)%>-year
      </td></tr>
    </table>

    <table style='border-width: 1pt;border-right-width: 0pt;border-bottom-width: 0pt;border-style: solid;border-color: black;' border="1" width="100%" cellpadding='2' cellspacing='0'>
       <tr bgcolor='#c0c0c0'>
         <td class="td">Total Opportunities</td>
         <td class="td">Total Closed</td>
         <td class="td">Total Forecasted</td>
         <td class="td">Total Commit</td>
         <td class="td">Total Upside</td>
         <td class="td">Total Longshot</td>
         <td class="td">Total Prospect</td>
         <td class="td">Total Inactive</td>
         <td class="td">Total Lost</td>
       </tr>
       <tr>
         <td class="td" align="center"><%=dealValues.length%></td>
         <td class="td" align="center"><%=countClosed%></td>
         <td class="td" align="center"><%=countForecast%></td>
         <td class="td" align="center"><%=countCommit%></td>
         <td class="td" align="center"><%=countUpside%></td>
         <td class="td" align="center"><%=countLongshot%></td>
         <td class="td" align="center"><%=countProspect%></td>
         <td class="td" align="center"><%=countInactive%></td>
         <td class="td" align="center"><%=countLost%></td>
       </tr>
       <tr bgcolor='#c0c0c0'>
         <td class="td">Sum Opportunities</td>
         <td class="td">Sum Closed</td>
         <td class="td">Sum Forecasted</td>
         <td class="td">Sum Commit</td>
         <td class="td">Sum Upside</td>
         <td class="td">Sum Longshot</td>
         <td class="td">Sum Prospect</td>
         <td class="td">Sum Inactive</td>
         <td class="td">Sum Lost</td>
       </tr>
       <tr>
         <td class="td" align="right">$<%=decimalFormat.format(sumOpportunities)%></td>
         <td class="td" align="right">$<%=decimalFormat.format(sumClosed)%></td>
         <td class="td" align="right">$<%=decimalFormat.format(sumForecast)%></td>
         <td class="td" align="right">$<%=decimalFormat.format(sumCommit)%></td>
         <td class="td" align="right">$<%=decimalFormat.format(sumUpside)%></td>
         <td class="td" align="right">$<%=decimalFormat.format(sumLongshot)%></td>
         <td class="td" align="right">$<%=decimalFormat.format(sumProspect)%></td>
         <td class="td" align="right">$<%=decimalFormat.format(sumInactive)%></td>
         <td class="td" align="right">$<%=decimalFormat.format(sumLost)%></td>
       </tr>
     </table>

    <table border="0" height="20" width="100%" bgcolor="white">
       <tr><td></td></tr>
    </table>

    <table border="0" width="100%">
      <tr><td style="border-color: white;font-weight: bold;font-family: sans-serif;">
        Forecasted Active Opportunities
      </td></tr>
    </table>

    <table style='border-width: 1pt;border-right-width: 0pt;border-bottom-width: 0pt;border-style: solid;border-color: black;' border="1" width="100%" cellpadding='2' cellspacing='0'>
       <tr bgcolor='#c0c0c0'>
         <td class="td">Quarter</td>
         <td class="td">Deal Name</td>
         <td class="td" >Status</td>
         <td class="td" >Stage</td>
         <td class="td" >Region</td>
         <td class="td" >Account</td>
         <td class="td" >Industry</td>
         <td class="td" >Projected Close Date</td>
         <td class="td" >Est Customer Value</td>
         <td class="td" >Forecast Amount</td>
       </tr>
    <%
     for(int iz=0;iz<dealValues.length;iz++) {
       dealValue = dealValues[iz];
       Calendar calendar = Calendar.getInstance();
       calendar.setTime(dealValue.getDate("projectedCloseDate"));
       int status = Integer.valueOf(dealValue.getString("dealStatusId")).intValue();
       if(status != 1) {
     %>
      <tr <%if(iz%2 != 0) {%> bgcolor="#E9E9E9" <% } %> >
        <td class="td"><%=getQuarterString(calendar.get(Calendar.MONTH)+1)%>-<%=calendar.get(Calendar.YEAR)%></td>
        <td class="td"><a href="<ofbiz:url>/dealDetail?dealId=<%=dealValue.getString("dealId")%></ofbiz:url>"><%=dealValue.getString("dealName")%></a></td>
        <td class="td"><%=getFieldValue(dealStatus, "dealStatusId", dealValue.getString("dealStatusId"), "dealStatusName")%></td>
        <td class="td"><%=getFieldValue(dealStage, "stageId", dealValue.getString("stageId"), "stageName")%></td>
        <td class="td">[region]</td>
        <td class="td"><%=getFieldValue(accountList, "accountId", dealValue.getString("accountId"), "accountName" )%></td>
        <td class="td"><%=getFieldValue(accountList, "accountId", dealValue.getString("accountId"), "industry" )%></td>
        <td class="td"><%=dealValue.getDate("projectedCloseDate")%></td>
        <td class="td"> [ Est. Cust. Val. ]</td>
        <td class="td" align="right">$<%=decimalFormat.format(dealValue.getDouble("amount").doubleValue())%></td>
      </tr>
     <% } %>
 <%   }%>
    </table>


<%@ include file="/includes/footer.jsp" %>