[IMP] changes in sales dashboard.
bzr revid: vir@tinyerp.com-20100402062334-fgh3r4mhemz9yssr
This commit is contained in:
RCH(Open ERP)
Vir (Open ERP)
parent
b09da9b87a
commit
0353f4434c
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@ -1,6 +1,6 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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@ -15,7 +15,7 @@
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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@ -5,7 +5,7 @@
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<field name="name">Sales</field>
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</record>
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<record model="ir.actions.act_window" id="board_crm_case_categ_phone_incoming0">
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<!-- <record model="ir.actions.act_window" id="board_crm_case_categ_phone_incoming0">
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<field name="res_model">crm.phonecall</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,calendar</field>
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@ -22,22 +22,24 @@
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<field name="domain">[('user_id','=',uid)]</field>
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<field name="domain">[('date','>=',time.strftime('%Y-%m-%d')),('date','<=',(datetime.datetime.today() + datetime.timedelta(days=2)).strftime('%Y-%m-%d'))]</field>
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<field name="context" eval="{'default_state':'open'}"/>
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</record>
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</record>-->
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<record id="board_sales_manager_form" model="ir.ui.view">
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<field name="name">board.sales.manager.form</field>
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<field name="model">board.board</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Sales manager board">
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<form string="Sales Manager board">
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<hpaned position="100">
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<child1>
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<action colspan="4" height="200" name="%(sale.action_order_tree5)d" string="My quotations" width="510" domain="[('state','=','draft'),('user_id','=',uid)]"/>
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<action colspan="4" name="%(board_crm_case_categ_phone_incoming0)d" string="My planned calling calls (IN / OUT)" width="510"/>
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<action name="%(sale.action_suninvoiced_lines_per_month)d" string="Uninvoiced lines" />
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<action name="%(sale.action_product_bought_by_sale_order)d" string="Product bought base on Sale Orders" />
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</child1>
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<child2>
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<action colspan="4" name="%(crm.crm_case_category_act_oppor11)d" string="My Opportunities" width="510" domain="[('user_id','=',uid)]"/>
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<action colspan="4" name="%(board_crm_case_categ_meet)d" String="My Meetings" domain="[('state','=','open')]" width="510"/>
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<action name="%(sale.action_sale_order_by_clients)d" string="Sale order by client" />
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<action name="%(sale.action_sales_by_regions)d" string="Sales by regions" />
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</child2>
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</hpaned>
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</form>
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@ -89,3 +89,125 @@ class sale_report(osv.osv):
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""")
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sale_report()
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class sale_order_by_clients(osv.osv):
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_name = "sale.order.by.clients"
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_description = "Sales order by clients"
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_auto = False
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_rec_name = 'partner'
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_columns = {
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'total_orders': fields.integer('Total'),
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'partner_id':fields.many2one('res.partner', 'Partner', readonly=True)
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}
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_order = 'total_orders desc'
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'sale_order_by_clients')
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cr.execute("""
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create or replace view sale_order_by_clients as (
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select
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min(s.id) as id,
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count(*) as total_orders,
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s.partner_id as partner_id
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from
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sale_order s
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where
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s.state='manual' or s.state='progress'
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group by
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s.partner_id
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)
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""")
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sale_order_by_clients()
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class uninvoiced_lines_per_month(osv.osv):
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_name = "uninvoiced.lines.per.month"
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_description = "Uninvoiced lines per month"
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_auto = False
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_rec_name = 'month'
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_columns = {
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'number_of_lines': fields.integer('Total Lines', readonly=True),
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'year': fields.char('Year', size=10, readonly=True),
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'month':fields.selection([('01','January'), ('02','February'), ('03','March'), ('04','April'),
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('05','May'), ('06','June'), ('07','July'), ('08','August'), ('09','September'),
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('10','October'), ('11','November'), ('12','December')], 'Month',readonly=True),
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}
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_order = 'number_of_lines desc'
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'uninvoiced_lines_per_month')
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cr.execute("""
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create or replace view uninvoiced_lines_per_month as (
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select
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min(s.id) as id,
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count(*) as number_of_lines,
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to_char(s.create_date, 'MM') as month,
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to_char(s.create_date, 'YYYY') as year
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from
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sale_order_line s
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where
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s.state='draft'
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group by
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to_char(s.create_date, 'MM'),to_char(s.create_date, 'YYYY')
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)
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""")
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uninvoiced_lines_per_month()
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class product_bought_by_sale_order(osv.osv):
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_name = "product.bought.by.sale.order"
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_description = "Product bought by sale order"
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_auto = False
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_rec_name = 'partner'
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_columns = {
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'total_products': fields.integer('Total Products', readonly=True),
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'name': fields.char('Sale order', size=64, readonly=True)
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}
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_order = 'total_products desc'
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'product_bought_by_sale_order')
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cr.execute("""
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create or replace view product_bought_by_sale_order as (
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select
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min(s.id) as id,
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count(*) as total_products,
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s.name as name
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from
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sale_order_line l
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left join
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sale_order s on (s.id=l.order_id)
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where
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s.state='manual' or s.state='progress'
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group by
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s.name
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)
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""")
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product_bought_by_sale_order()
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class sales_by_regions(osv.osv):
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_name = "sales.by.regions"
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_description = "Sales by regions"
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_auto = False
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_rec_name = 'name'
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_columns = {
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'total_sales': fields.integer('Total Sales', readonly=True),
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'name': fields.char('Country', size=64, readonly=True),
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}
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_order = 'total_sales desc'
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'sales_by_regions')
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cr.execute("""
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create or replace view sales_by_regions as (
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select
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min(s.id) as id,
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rc.name as name,
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count(s.name) as total_sales
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from
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sale_order s,res_partner_address p,res_country rc
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where
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s.partner_id=p.id and
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p.country_id=rc.id and
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(s.state='manual' or s.state='progress')
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group by
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rc.name
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)
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""")
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sales_by_regions()
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@ -43,22 +43,22 @@
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Sale Orders">
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<filter icon="terp-sale"
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string="This Year"
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domain="[('year','=',time.strftime('%%Y'))]"
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<filter icon="terp-sale"
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string="This Year"
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domain="[('year','=',time.strftime('%%Y'))]"
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default="1"
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help="Sales orders of the year"/>
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<filter icon="terp-sale"
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string="This Month"
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string="This Month"
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default="1"
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domain="[('month','=',time.strftime('%%m'))]"
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domain="[('month','=',time.strftime('%%m'))]"
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help="Sales orders of this month"/>
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<separator orientation="vertical"/>
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<filter icon="terp-sale"
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string="Quotations"
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string="Quotations"
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domain="[('state','=','draft')]"/>
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<filter icon="terp-sale"
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string="Sales"
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string="Sales"
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default="1"
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domain="[('state','<>','draft'),('state','<>','cancel')]"/>
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<separator orientation="vertical"/>
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@ -99,5 +99,134 @@
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<menuitem id="base.next_id_64" name="Reporting" parent="base.menu_base_partner" sequence="8"/>
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<menuitem action="action_order_report_all" id="menu_report_product_all" parent="base.next_id_64" sequence="3"/>
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<!-- This views used in board_sale module -->
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<record id="view_sale_order_by_clients_tree" model="ir.ui.view">
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<field name="name">sale.order.by.clients.tree</field>
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<field name="model">sale.order.by.clients</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Sales order by clients">
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<field name="partner_id"/>
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<field name="total_orders"/>
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</tree>
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</field>
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</record>
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<record id="view_sale_order_by_clients_graph" model="ir.ui.view">
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<field name="name">sale.order.by.clients.graph</field>
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<field name="model">sale.order.by.clients</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Sales order by clients" type="bar">
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<field name="partner_id" />
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<field name="total_orders" operator="+"/>
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</graph>
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</field>
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</record>
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<record id="action_sale_order_by_clients" model="ir.actions.act_window">
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<field name="name">Sales Orders</field>
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<field name="res_model">sale.order.by.clients</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_id" ref="view_sale_order_by_clients_tree"/>
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</record>
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<record id="view_uninvoiced_lines_per_month_tree" model="ir.ui.view">
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<field name="name">uninvoiced.lines.per.month.tree</field>
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<field name="model">uninvoiced.lines.per.month</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Uninvoiced lines per month">
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<field name="year"/>
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<field name="month"/>
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<field name="number_of_lines"/>
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</tree>
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</field>
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</record>
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<record id="view_uninvoiced_lines_per_month_graph" model="ir.ui.view">
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<field name="name">uninvoiced.lines.per.month.graph</field>
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<field name="model">uninvoiced.lines.per.month</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Uninvoiced lines per month" type="bar">
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<field name="month" />
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<field name="number_of_lines" operator="+"/>
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</graph>
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</field>
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</record>
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<record id="action_suninvoiced_lines_per_month" model="ir.actions.act_window">
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<field name="name">Uninvoiced Lines</field>
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<field name="res_model">uninvoiced.lines.per.month</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_id" ref="view_uninvoiced_lines_per_month_tree"/>
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</record>
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<record id="view_product_bought_by_sale_order_tree" model="ir.ui.view">
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<field name="name">product.bought.by.sale.order.tree</field>
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<field name="model">product.bought.by.sale.order</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Product bought by sale order">
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<field name="name"/>
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<field name="total_products"/>
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</tree>
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</field>
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</record>
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<record id="view_product_bought_by_sale_order_graph" model="ir.ui.view">
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<field name="name">product.bought.by.sale.order.graph</field>
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<field name="model">product.bought.by.sale.order</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Product bought by sale order" type="bar">
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<field name="name"/>
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<field name="total_products" operator="+"/>
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</graph>
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</field>
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</record>
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<record id="action_product_bought_by_sale_order" model="ir.actions.act_window">
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<field name="name">Product bought by sale order</field>
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<field name="res_model">product.bought.by.sale.order</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_id" ref="view_product_bought_by_sale_order_tree"/>
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</record>
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<record id="view_sales_by_regions_tree" model="ir.ui.view">
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<field name="name">sales.by.regions.tree</field>
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<field name="model">sales.by.regions</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Sales by regions">
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<field name="name"/>
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<field name="total_sales"/>
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</tree>
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</field>
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</record>
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<record id="view_sales_by_regions_graph" model="ir.ui.view">
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<field name="name">sales.by.regions.graph</field>
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<field name="model">sales.by.regions</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Sales by regions" type="bar">
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<field name="name"/>
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<field name="total_sales" operator="+"/>
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</graph>
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</field>
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</record>
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<record id="action_sales_by_regions" model="ir.actions.act_window">
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<field name="name">Sales by regions</field>
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<field name="res_model">sales.by.regions</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_id" ref="view_sales_by_regions_tree"/>
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</record>
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</data>
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</openerp>
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