Report account module
Analytic report bzr revid: pinky-0f1fc9241566037f99ddd0c942a56aee4dc983a1
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##############################################################################
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#
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# Copyright (c) 2004-2006 TINY SPRL. (http://tiny.be) All Rights Reserved.
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#
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# $Id: project.py 1005 2005-07-25 08:41:42Z nicoe $
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#
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# WARNING: This program as such is intended to be used by professional
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# programmers who take the whole responsability of assessing all potential
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# consequences resulting from its eventual inadequacies and bugs
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# End users who are looking for a ready-to-use solution with commercial
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# garantees and support are strongly adviced to contract a Free Software
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# Service Company
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#
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# This program is Free Software; you can redistribute it and/or
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# modify it under the terms of the GNU General Public License
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# as published by the Free Software Foundation; either version 2
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# of the License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program; if not, write to the Free Software
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# Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA.
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#
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##############################################################################
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from osv import fields,osv
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class account_analytic_to_invoice(osv.osv):
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_name = "account"
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_description = "Cases by user and section"
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_auto = False
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_columns = {
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'name': fields.date('Month', readonly=True),
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'user_id':fields.many2one('res.users', 'User', readonly=True, relate=True),
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'section_id':fields.many2one('crm.case.section', 'Section', readonly=True, relate=True),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
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'amount_costs': fields.float('Est.Cost', readonly=True),
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'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
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'nbr': fields.integer('# of Cases', readonly=True),
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'probability': fields.float('Avg. Probability', readonly=True),
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'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
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'delay_close': fields.integer('Delay to close', readonly=True),
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}
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_order = 'name desc, user_id, section_id'
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def init(self, cr):
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cr.execute("""
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create or replace view report_crm_case_user as (
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select
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min(c.id) as id,
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substring(c.create_date for 7)||'-01' as name,
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c.state,
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c.user_id,
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c.section_id,
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count(*) as nbr,
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sum(planned_revenue) as amount_revenue,
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sum(planned_cost) as amount_costs,
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sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
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avg(probability)::decimal(16,2) as probability,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH12:MI:SS') as delay_close
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from
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crm_case c
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group by substring(c.create_date for 7), c.state, c.user_id, c.section_id
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)""")
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report_crm_case_user()
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class report_crm_case_categ(osv.osv):
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_name = "report.crm.case.categ"
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_description = "Cases by section and category"
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_auto = False
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_columns = {
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'name': fields.date('Month', readonly=True),
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'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True, relate=True),
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'section_id':fields.many2one('crm.case.section', 'Section', readonly=True, relate=True),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
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'amount_costs': fields.float('Est.Cost', readonly=True),
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'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
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'nbr': fields.integer('# of Cases', readonly=True),
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'probability': fields.float('Avg. Probability', readonly=True),
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'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
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'delay_close': fields.integer('Delay Close', readonly=True),
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}
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_order = 'name desc, categ_id, section_id'
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def init(self, cr):
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cr.execute("""
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create or replace view report_crm_case_categ as (
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select
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min(c.id) as id,
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substring(c.create_date for 7)||'-01' as name,
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c.state,
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c.categ_id,
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c.section_id,
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count(*) as nbr,
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sum(planned_revenue) as amount_revenue,
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sum(planned_cost) as amount_costs,
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sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
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avg(probability)::decimal(16,2) as probability,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH12:MI:SS') as delay_close
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from
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crm_case c
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group by substring(c.create_date for 7), c.state, c.categ_id, c.section_id
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)""")
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report_crm_case_categ()
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@ -215,7 +215,7 @@ class product_template(osv.osv):
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'uom_id': _get_uom_id,
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'uom_id': _get_uom_id,
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'uom_po_id': _get_uom_id,
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'uom_po_id': _get_uom_id,
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#'uom_price_id' : _get_uom_id,
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#'uom_price_id' : _get_uom_id,
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'uos_id' : _get_uom_id,
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#'uos_id' : _get_uom_id,
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'uos_coeff' : lambda *a: 1.0,
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'uos_coeff' : lambda *a: 1.0,
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'mes_type' : lambda *a: 'fixed',
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'mes_type' : lambda *a: 'fixed',
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}
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}
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@ -0,0 +1,30 @@
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##############################################################################
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#
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# Copyright (c) 2004-2006 TINY SPRL. (http://tiny.be) All Rights Reserved.
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#
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# $Id: __init__.py 1005 2005-07-25 08:41:42Z nicoe $
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#
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|
# WARNING: This program as such is intended to be used by professional
|
||||||
|
# programmers who take the whole responsability of assessing all potential
|
||||||
|
# consequences resulting from its eventual inadequacies and bugs
|
||||||
|
# End users who are looking for a ready-to-use solution with commercial
|
||||||
|
# garantees and support are strongly adviced to contract a Free Software
|
||||||
|
# Service Company
|
||||||
|
#
|
||||||
|
# This program is Free Software; you can redistribute it and/or
|
||||||
|
# modify it under the terms of the GNU General Public License
|
||||||
|
# as published by the Free Software Foundation; either version 2
|
||||||
|
# of the License, or (at your option) any later version.
|
||||||
|
#
|
||||||
|
# This program is distributed in the hope that it will be useful,
|
||||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||||
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
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|
# GNU General Public License for more details.
|
||||||
|
#
|
||||||
|
# You should have received a copy of the GNU General Public License
|
||||||
|
# along with this program; if not, write to the Free Software
|
||||||
|
# Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA.
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#
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##############################################################################
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import report_account
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{
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"name" : "Account Reporting - Reporting",
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"version" : "1.0",
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"author" : "Tiny",
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"website" : "http://tinyerp.com",
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"depends" : ["account"],
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"category" : "Generic Modules/Accounting",
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"description": "A module that adds new reports based on the account module.",
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"init_xml" : [],
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"demo_xml" : [],
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"update_xml" : ["report_account_view.xml"],
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"active": False,
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"installable": True
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}
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@ -0,0 +1,68 @@
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##############################################################################
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#
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# Copyright (c) 2004-2006 TINY SPRL. (http://tiny.be) All Rights Reserved.
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#
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# $Id: project.py 1005 2005-07-25 08:41:42Z nicoe $
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#
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|
# WARNING: This program as such is intended to be used by professional
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||||||
|
# programmers who take the whole responsability of assessing all potential
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||||||
|
# consequences resulting from its eventual inadequacies and bugs
|
||||||
|
# End users who are looking for a ready-to-use solution with commercial
|
||||||
|
# garantees and support are strongly adviced to contract a Free Software
|
||||||
|
# Service Company
|
||||||
|
#
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||||||
|
# This program is Free Software; you can redistribute it and/or
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|
# modify it under the terms of the GNU General Public License
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||||||
|
# as published by the Free Software Foundation; either version 2
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||||||
|
# of the License, or (at your option) any later version.
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||||||
|
#
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|
# This program is distributed in the hope that it will be useful,
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||||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of
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|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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|
# GNU General Public License for more details.
|
||||||
|
#
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||||||
|
# You should have received a copy of the GNU General Public License
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||||||
|
# along with this program; if not, write to the Free Software
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|
# Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA.
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|
#
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##############################################################################
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from osv import fields,osv
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class report_account_receivable(osv.osv):
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_name = "report.account.receivable"
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_description = "Receivable accounts"
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_auto = False
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_columns = {
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'name': fields.date('Month', readonly=True),
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'user_id':fields.many2one('res.users', 'User', readonly=True, relate=True),
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'section_id':fields.many2one('crm.case.section', 'Section', readonly=True, relate=True),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
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'amount_costs': fields.float('Est.Cost', readonly=True),
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'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
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'nbr': fields.integer('# of Cases', readonly=True),
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'probability': fields.float('Avg. Probability', readonly=True),
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'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
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'delay_close': fields.integer('Delay to close', readonly=True),
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}
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_order = 'name desc, user_id, section_id'
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def init(self, cr):
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cr.execute("""
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create or replace view report_crm_case_user as (
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select
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min(c.id) as id,
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substring(c.create_date for 7)||'-01' as name,
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c.state,
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c.user_id,
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c.section_id,
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count(*) as nbr,
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sum(planned_revenue) as amount_revenue,
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sum(planned_cost) as amount_costs,
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sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
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avg(probability)::decimal(16,2) as probability,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH12:MI:SS') as delay_close
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from
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crm_case c
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group by substring(c.create_date for 7), c.state, c.user_id, c.section_id
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)""")
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report_crm_case_user()
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@ -0,0 +1,66 @@
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<?xml version="1.0"?>
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<terp>
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<data>
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#
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# Cases by user and section
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#
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<record model="ir.ui.view" id="view_crm_case_user_tree">
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<field name="name">report.crm.case.user.tree</field>
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<field name="model">report.crm.case.user</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="Cases by User and Section">
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<field name="name"/>
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<field name="user_id"/>
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<field name="section_id"/>
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<field name="nbr"/>
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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<record model="ir.ui.view" id="view_crm_case_user_form">
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<field name="name">report.crm.case.user.form</field>
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<field name="model">report.crm.case.user</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="Cases by User and Section">
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<field name="name" select="1"/>
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<field name="user_id" select="1"/>
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<field name="section_id" select="1"/>
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<field name="nbr" select="1"/>
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<field name="state" select="1"/>
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</form>
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</field>
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</record>
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<record model="ir.ui.view" id="view_crm_case_user_graph">
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<field name="name">report.crm.case.user.graph</field>
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<field name="model">report.crm.case.user</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="Cases by User and Section" type="bar">
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<field name="user_id" group="True"/>
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<field name="nbr" operator="+"/>
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</graph>
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</field>
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</record>
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<record model="ir.actions.act_window" id="action_report_crm_case_user_tree_month">
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<field name="name">report.crm.case.user.tree</field>
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<field name="res_model">report.crm.case.user</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="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
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</record>
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<menuitem name="CRM & SRM/Reporting/This Month/Cases by user and section" action="action_report_crm_case_user_tree_month" id="menu_crm_case_user_tree_month"/>
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</data>
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</terp>
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@ -30,38 +30,36 @@
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from osv import fields,osv
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from osv import fields,osv
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class report_analytic_account_close(osv.osv):
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class report_analytic_account_close(osv.osv):
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_name = "report.analytic.account.close"
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_name = "report.analytic.account.close"
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_description = "Analytic account to close"
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_description = "Analytic account to close"
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_auto = False
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_auto = False
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_columns = {
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_columns = {
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'name': fields.many2one('account.analytic.account', 'Analytic account', readonly=True),
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'name': fields.many2one('account.analytic.account', 'Analytic account', readonly=True),
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'partner_id': fields.many2one('res.partner', 'Partner', readonly=True),
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'partner_id': fields.many2one('res.partner', 'Partner', readonly=True),
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'quantity': fields.float('Quantity', readonly=True),
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'quantity': fields.float('Quantity', readonly=True),
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'quantity_max': fields.float('Max. Quantity', readonly=True),
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'quantity_max': fields.float('Max. Quantity', readonly=True),
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'balance': fields.float('Balance', readonly=True),
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'balance': fields.float('Balance', readonly=True),
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'date_deadline': fields.date('Deadline', readonly=True),
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'date_deadline': fields.date('Deadline', readonly=True),
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}
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}
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def init(self, cr):
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def init(self, cr):
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cr.execute("""
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cr.execute("""
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create or replace view report_crm_case_user as (
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create or replace view report_analytic_account_close as (
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select
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select
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l.account_id as id,
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a.id as id,
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l.account_id as name,
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a.id as name,
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sum(l.unit_amount) as quantity,
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sum(l.unit_amount) as quantity,
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sum(l.amount) as balance,
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sum(l.amount) as balance,
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a.partner_id as partner_id,
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a.partner_id as partner_id,
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a.quantity_max as quantity_max,
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a.quantity_max as quantity_max,
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a.date as date_deadline
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a.date as date_deadline
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from
|
from
|
||||||
account_analytic_line l
|
account_analytic_line l
|
||||||
left join
|
right join
|
||||||
account_analytic_account a on (l.account_id=a.id)
|
account_analytic_account a on (l.account_id=a.id)
|
||||||
where
|
group by
|
||||||
a.state='open'
|
a.id,a.quantity_max,a.date,a.partner_id
|
||||||
group by
|
having
|
||||||
l.account_id,a.quantity_max,a.date,a.partner_id
|
(a.quantity_max>0 and (sum(l.unit_amount)>=a.quantity_max)) or
|
||||||
having
|
a.date <= current_date
|
||||||
sum(l.unit_amount)>=a.quantity_max or
|
)""")
|
||||||
a.date <= current_date
|
|
||||||
)""")
|
|
||||||
report_analytic_account_close()
|
report_analytic_account_close()
|
||||||
|
|
|
@ -6,12 +6,12 @@
|
||||||
# Analytic accounts to close
|
# Analytic accounts to close
|
||||||
#
|
#
|
||||||
|
|
||||||
<record model="ir.ui.view" id="view_analytic_account_form">
|
<record model="ir.ui.view" id="view_analytic_account_close_form">
|
||||||
<field name="name">report.analytic.account.form</field>
|
<field name="name">report.analytic.account.close.form</field>
|
||||||
<field name="model">report.analytic.account</field>
|
<field name="model">report.analytic.account.close</field>
|
||||||
<field name="type">form</field>
|
<field name="type">form</field>
|
||||||
<field name="arch" type="xml">
|
<field name="arch" type="xml">
|
||||||
<form string="Sales Orders by product">
|
<form string="Expirated analytic accounts">
|
||||||
<field name="name" select="1"/>
|
<field name="name" select="1"/>
|
||||||
<field name="partner_id" select="1"/>
|
<field name="partner_id" select="1"/>
|
||||||
<field name="quantity" select="1"/>
|
<field name="quantity" select="1"/>
|
||||||
|
@ -23,12 +23,12 @@
|
||||||
</record>
|
</record>
|
||||||
|
|
||||||
|
|
||||||
<record model="ir.ui.view" id="view_analytic_account_tree">
|
<record model="ir.ui.view" id="view_analytic_account_close_tree">
|
||||||
<field name="name">report.analytic.account.tree</field>
|
<field name="name">report.analytic.account.close.tree</field>
|
||||||
<field name="model">report.analytic.account</field>
|
<field name="model">report.analytic.account.close</field>
|
||||||
<field name="type">tree</field>
|
<field name="type">tree</field>
|
||||||
<field name="arch" type="xml">
|
<field name="arch" type="xml">
|
||||||
<tree string="Sales Orders by product">
|
<tree string="Expirated analytic accounts">
|
||||||
<field name="name"/>
|
<field name="name"/>
|
||||||
<field name="partner_id"/>
|
<field name="partner_id"/>
|
||||||
<field name="quantity"/>
|
<field name="quantity"/>
|
||||||
|
@ -40,8 +40,8 @@
|
||||||
</record>
|
</record>
|
||||||
|
|
||||||
<record model="ir.ui.view" id="view_analytic_account_graph">
|
<record model="ir.ui.view" id="view_analytic_account_graph">
|
||||||
<field name="name">report.analytic.account.graph</field>
|
<field name="name">report.analytic.account.close.graph</field>
|
||||||
<field name="model">report.analytic.account</field>
|
<field name="model">report.analytic.account.close</field>
|
||||||
<field name="type">graph</field>
|
<field name="type">graph</field>
|
||||||
<field name="arch" type="xml">
|
<field name="arch" type="xml">
|
||||||
<graph string="Analytic accounts to close">
|
<graph string="Analytic accounts to close">
|
||||||
|
@ -53,8 +53,8 @@
|
||||||
</record>
|
</record>
|
||||||
|
|
||||||
<record model="ir.actions.act_window" id="action_analytic_account_tree">
|
<record model="ir.actions.act_window" id="action_analytic_account_tree">
|
||||||
<field name="name">report.analytic.account.tree</field>
|
<field name="name">report.analytic.account.close.tree</field>
|
||||||
<field name="res_model">report.analytic.account</field>
|
<field name="res_model">report.analytic.account.close</field>
|
||||||
<field name="view_type">form</field>
|
<field name="view_type">form</field>
|
||||||
<field name="view_mode">tree,graph</field>
|
<field name="view_mode">tree,graph</field>
|
||||||
</record>
|
</record>
|
||||||
|
@ -62,6 +62,5 @@
|
||||||
action="action_analytic_account_tree"
|
action="action_analytic_account_tree"
|
||||||
id="menu_action_analytic_account_tree"/>
|
id="menu_action_analytic_account_tree"/>
|
||||||
|
|
||||||
|
|
||||||
</data>
|
</data>
|
||||||
</terp>
|
</terp>
|
||||||
|
|
Loading…
Reference in New Issue