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[IMP]: Improve crm report by improving search views. 

bzr revid: rch_open_erp-20100503073021-9qkf9o48e1ik76os
This commit is contained in:
rch (Open ERP) 2010-05-03 13:00:21 +05:30
parent 7239738c10
commit 1552e3550d
7 changed files with 20 additions and 9 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

4
addons/account/report/account_account_report_view.xml
View File

@ -51,7 +51,7 @@
<separator orientation="vertical"/>
<field name="name" string="Account"/>
<field name="code"/>
<field name="company_id" widget="selection"/>
<field name="company_id" widget="selection" groups="base.group_multi_company"/>
</group>
<newline/>
<group expand="0" string="Extended options..." colspan="10" col="12">
@ -62,7 +62,7 @@
<group expand="1" string="Group By..." colspan="10" col="12">
<filter string="Account" name="Account" icon="terp-account" context="{'group_by':'name'}"/>
<filter string="Code" icon="terp-account" context="{'group_by':'code'}"/>
<filter string="Company" icon="terp-account" context="{'group_by':'company_id'}"/>
<filter string="Company" icon="terp-account" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
<separator orientation="vertical"/>
<filter string="Currencies Rate" icon="terp-account" context="{'group_by':'currency_mode'}"/>
<filter string="Internal Type" icon="terp-account" context="{'group_by':'type'}"/>

5
addons/crm/report/crm_opportunity_report.py
View File

@ -57,6 +57,7 @@ class crm_opportunity_report(osv.osv):
'priority': fields.selection(crm_report.AVAILABLE_PRIORITIES, 'Priority'),
'date_action': fields.date('Next Action', readonly=True),
'planned_revenue': fields.float('Expected Revenue', readonly=True),
'partner_address_id': fields.many2one('res.partner.address', 'Contact', readonly=True),
}
def init(self, cr):
@ -88,6 +89,7 @@ class crm_opportunity_report(osv.osv):
c.priority as priority,
c.date_action as date_action,
c.date_deadline as date_deadline,
c.partner_address_id as partner_address_id,
sum(c.planned_revenue) as planned_revenue,
date_trunc('day',c.create_date) as create_date,
sum(planned_revenue) as amount_revenue,
@ -112,7 +114,8 @@ class crm_opportunity_report(osv.osv):
c.date_open,
c.priority,
c.date_action,
c.date_deadline
c.date_deadline,
c.partner_address_id
)""")
crm_opportunity_report()

4
addons/crm/report/crm_opportunity_report_view.xml
View File

@ -16,6 +16,7 @@
<field name="user_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="partner_address_id" invisible="1"/>
<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
<field name="amount_revenue" sum="Total Revenue"/>
<field name="probability" widget="progressbar" avg="Probability"/>
@ -82,6 +83,7 @@
<separator orientation="vertical"/>
<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
<field name="partner_id" />
<field name="partner_address_id" />
<separator orientation="vertical"/>
<field name="priority" />
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
@ -101,6 +103,8 @@
context="{'group_by':'stage_id'}" />
<filter string="Partner" icon="terp-partner"
domain="[]" context="{'group_by':'partner_id'}" />
<filter string="Contact" icon="terp-partner"
domain="[]" context="{'group_by':'partner_address_id'}" />
<separator orientation="vertical"/>
<filter string="Priority" icon="terp-sale"
domain="[]" context="{'group_by':'priority'}" />

5
addons/crm/report/crm_phonecall_report.py
View File

@ -43,7 +43,8 @@ class crm_phonecall_report(osv.osv):
'opportunity_id': fields.many2one ('crm.opportunity', 'Opportunity'),
'canal_id': fields.many2one('res.partner.canal','Channel',domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.phonecall')]"),
'duration': fields.float('Duration',readonly=True),
'date': fields.datetime('Planned Date')
'date': fields.datetime('Planned Date'),
'partner_address_id': fields.many2one('res.partner.address', 'Contact', readonly=True)
}
def init(self, cr):
@ -75,6 +76,7 @@ class crm_phonecall_report(osv.osv):
c.opportunity_id as opportunity_id,
c.canal_id as canal_id,
c.date as date,
c.partner_address_id as partner_address_id,
sum(c.duration) as duration,
date_trunc('day',c.create_date) as create_date,
avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
@ -84,6 +86,7 @@ class crm_phonecall_report(osv.osv):
c.state, c.user_id,c.section_id, c.categ_id,c.partner_id,c.company_id
,to_char(c.create_date, 'YYYY-MM-DD'),c.create_date
,c.priority,c.date_closed,opportunity_id,canal_id,c.date
,partner_address_id
)""")
crm_phonecall_report()

4
addons/crm/report/crm_phonecall_report_view.xml
View File

@ -16,6 +16,7 @@
<field name="user_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="partner_address_id" invisible="1"/>
<field name="nbr" string="#Phone calls" sum="#Phone calls"/>
<field name="delay_close" avg="Avg Closing Delay"/>
<field name="state" invisible="1"/>
@ -82,6 +83,7 @@
<field name="canal_id" widget="selection" />
<separator orientation="vertical"/>
<field name="partner_id"/>
<field name="partner_address_id"/>
<newline/>
<field name="date_closed"/>
<field name="date"/>
@ -100,6 +102,8 @@
<separator orientation="vertical"/>
<filter string="Partner" icon="terp-sale" domain="[]"
context="{'group_by':'partner_id'}" />
<filter string="Contact" icon="terp-sale" domain="[]"
context="{'group_by':'partner_address_id'}" />
</xpath>
</data>
</field>

4
addons/crm/report/crm_report_view.xml
View File

@ -99,7 +99,7 @@
help="My section" />
</field>
<field name="company_id" widget="selection">
<field name="company_id" widget="selection" groups="base.group_multi_company">
<filter icon="terp-crm"
context="{'invisible_section': False}"
domain="[('section_id.user_id.company_id','=',uid)]"
@ -128,7 +128,7 @@
<filter string="Company" icon="terp-sale"
domain="[]"
context="{'group_by':'company_id'}" />
context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
<filter string="Section" icon="terp-sale"
domain="[]"

3
addons/project_issue/report/project_issue_report_view.xml
View File

@ -87,9 +87,6 @@
<field name="date_closed" string="Date Closed"/>
</group>
</xpath>
<xpath expr='//search[@string="Search"]/group[@string="Group By..."]/filter[@string="Company"]' position='replace'>
<filter string="Company" icon="terp-sale" domain="[]" context="{'group_by':'company_id'}"/>
</xpath>
<xpath expr='//search[@string="Search"]/group[@string="Group By..."]/filter[@string="Category"]' position='after'>
<filter string="Stage" icon="terp-sale" domain="[]" context="{'group_by':'stage_id'}"/>
<separator orientation="vertical"/>