[IMP]report_crm: Add the group by and modify the view
bzr revid: sbh@tinyerp.com-20100302134750-yk4ht64xoaca2d6t
This commit is contained in:
sbh (Open ERP)
parent
b6e07076ea
commit
34ac80b482
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@ -30,7 +30,7 @@
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'website': 'http://www.openerp.com',
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'depends': ['crm'],
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'init_xml': [],
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'update_xml': ['security/ir.model.access.csv',
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'update_xml': [#'security/ir.model.access.csv',
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'report_crm_view.xml',
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'report_crm_lead_view.xml',
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'report_crm_claim_view.xml',
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@ -1,273 +1,267 @@
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from osv import fields,osv
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import tools
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class report_crm_lead_user(osv.osv):
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_name = "report.crm.lead.user"
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class report_crm_lead(osv.osv):
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_name = "report.crm.lead"
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_description = "Leads by user and section"
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_auto = False
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_inherit = "report.crm.case.user"
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_columns = {
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'probability': fields.float('Avg. Probability', readonly=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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'delay_close': fields.char('Delay to close', size=20, readonly=True),
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}
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'report_crm_lead_user')
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cr.execute("""
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create or replace view report_crm_lead_user as (
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select
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min(c.id) as id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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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" HH24:MI:SS') as delay_close
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from
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crm_lead c
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id
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)""")
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report_crm_lead_user()
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class report_crm_lead_categ(osv.osv):
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_name = "report.crm.lead.categ"
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_description = "Leads by section and category"
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_auto = False
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_inherit = "report.crm.case.categ"
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_columns = {
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'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]"),
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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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'probability': fields.float('Avg. Probability', readonly=True),
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'delay_close': fields.char('Delay Close', size=20, readonly=True),
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}
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'report_crm_lead_categ')
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cr.execute("""
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create or replace view report_crm_lead_categ as (
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select
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min(c.id) as id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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c.categ_id,
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c.state,
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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" HH24:MI:SS') as delay_close
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from
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crm_lead c
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group by c.categ_id,to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
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)""")
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report_crm_lead_categ()
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class report_crm_lead_section(osv.osv):
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_name = "report.crm.lead.section"
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_description = "Leads by Section"
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_auto = False
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_inherit = "report.crm.case.section"
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def _get_data(self, cr, uid, ids, field_name, arg, context={}):
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res = {}
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state_perc = 0.0
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avg_ans = 0.0
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for case in self.browse(cr, uid, ids, context):
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if field_name != 'avg_answers':
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state = field_name[5:]
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cr.execute("select count(*) from crm_lead where section_id =%s and state='%s'"%(case.section_id.id,state))
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state_cases = cr.fetchone()[0]
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perc_state = (state_cases / float(case.nbr_cases) ) * 100
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res[case.id] = perc_state
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else:
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cr.execute('select count(*) from crm_case_log l where l.section_id=%s'%(case.section_id.id))
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logs = cr.fetchone()[0]
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avg_ans = logs / case.nbr_cases
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res[case.id] = avg_ans
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return res
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_columns = {
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'avg_answers': fields.function(_get_data,string='Avg. Answers', method=True,type="integer"),
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'perc_done': fields.function(_get_data,string='%Done', method=True,type="float"),
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'perc_cancel': fields.function(_get_data,string='%Cancel', method=True,type="float"),
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'delay_close': fields.char('Delay to close', size=20, readonly=True),
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}
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_order = 'name desc, section_id'
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'report_crm_lead_section')
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cr.execute("""
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create or replace view report_crm_lead_section as (
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select
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min(c.id) as id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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count(*) as nbr_cases,
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c.section_id as section_id,
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0 as avg_answers,
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0.0 as perc_done,
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0.0 as perc_cancel,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_lead c
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group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
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)""")
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report_crm_lead_section()
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class report_crm_lead_section_stage(osv.osv):
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_name = "report.crm.lead.section.stage"
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_description = "Leads by section and stage"
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_auto = False
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_inherit = "report.crm.case.section.stage"
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_columns = {
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'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
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'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
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'delay_close': fields.char('Delay Close', size=20, readonly=True),
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}
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_order = 'stage_id, section_id'
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def init(self, cr):
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tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_stage")
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cr.execute("""
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create view report_crm_lead_section_stage as (
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select
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min(c.id) as id,
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to_char(c.create_date,'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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c.user_id,
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c.state,
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c.stage_id,
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c.section_id,
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c.categ_id,
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count(*) as nbr,
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sum(planned_revenue) as amount_revenue,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_lead c
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where c.stage_id is not null
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.user_id, c.state, c.stage_id, c.categ_id, c.section_id)""")
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report_crm_lead_section_stage()
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class report_crm_lead_section_type(osv.osv):
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_name = "report.crm.lead.section.type"
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_inherit = "report.crm.case.section.type"
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_description = "Leads by section and type"
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_auto = False
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_columns = {
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'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
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'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
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'delay_close': fields.char('Delay Close', size=20, readonly=True),
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}
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_order = 'type_id'
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def init(self, cr):
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tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_type")
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tools.drop_view_if_exists(cr, 'report_crm_lead')
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cr.execute("""
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create view report_crm_lead_section_type as (
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select
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min(c.id) as id,
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to_char(c.create_date,'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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c.user_id,
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c.state,
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c.type_id,
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c.stage_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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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_lead c
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where c.type_id is not null
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.user_id, c.state, c.stage_id, c.type_id, c.section_id)""")
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report_crm_lead_section_type()
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class report_crm_lead_section_categ_stage(osv.osv):
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_name = "report.crm.lead.section.categ.stage"
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_inherit = "report.crm.case.section.categ.stage"
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_description = "Leads by Section, Category and Stage"
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_auto = False
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_columns = {
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'categ_id': fields.many2one('crm.case.categ','Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
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'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
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'delay_close': fields.char('Delay Close', size=20, readonly=True),
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}
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_order = 'stage_id, categ_id'
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def init(self, cr):
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tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_categ_stage")
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cr.execute("""
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create view report_crm_lead_section_categ_stage as (
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select
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min(c.id) as id,
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to_char(c.create_date,'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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c.user_id,
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c.categ_id,
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c.state,
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c.stage_id,
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c.section_id,
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count(*) as nbr,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_lead c
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where c.categ_id is not null AND c.stage_id is not null
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.state, c.stage_id, c.section_id)""")
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report_crm_lead_section_categ_stage()
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class report_crm_lead_section_categ_type(osv.osv):
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_name = "report.crm.lead.section.categ.type"
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_inherit = "report.crm.case.section.categ.type"
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_description = "Leads by Section, Category and Type"
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_auto = False
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_columns = {
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'categ_id':fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
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'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
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'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
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'delay_close': fields.char('Delay Close', size=20, readonly=True),
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}
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_order = 'categ_id, type_id'
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def init(self, cr):
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tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_categ_type")
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cr.execute("""
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create view report_crm_lead_section_categ_type as (
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create or replace view report_crm_lead as (
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select
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min(c.id) as id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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c.user_id,
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c.categ_id,
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c.type_id,
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c.state,
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c.user_id,
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c.stage_id,
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c.section_id,
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count(*) as nbr,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_lead c
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where c.categ_id is not null AND c.type_id is not null
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.type_id, c.state, c.stage_id, c.section_id)""")
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id,c.stage_id
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)""")
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report_crm_lead()
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report_crm_lead_section_categ_type()
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#class report_crm_lead_categ(osv.osv):
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# _name = "report.crm.lead.categ"
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# _description = "Leads by section and category"
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# _auto = False
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# _inherit = "report.crm.case.categ"
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# _columns = {
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# 'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]"),
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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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# 'probability': fields.float('Avg. Probability', readonly=True),
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# 'delay_close': fields.char('Delay Close', size=20, readonly=True),
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# }
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#
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# def init(self, cr):
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# tools.drop_view_if_exists(cr, 'report_crm_lead_categ')
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# cr.execute("""
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# create or replace view report_crm_lead_categ as (
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# select
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# min(c.id) as id,
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# to_char(c.create_date, 'YYYY') as name,
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# to_char(c.create_date, 'MM') as month,
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# c.categ_id,
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# c.state,
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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" HH24:MI:SS') as delay_close
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# from
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# crm_lead c
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# group by c.categ_id,to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
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# )""")
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#report_crm_lead_categ()
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#
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#class report_crm_lead_section(osv.osv):
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# _name = "report.crm.lead.section"
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# _description = "Leads by Section"
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# _auto = False
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# _inherit = "report.crm.case.section"
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#
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# def _get_data(self, cr, uid, ids, field_name, arg, context={}):
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# res = {}
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# state_perc = 0.0
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# avg_ans = 0.0
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#
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# for case in self.browse(cr, uid, ids, context):
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# if field_name != 'avg_answers':
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# state = field_name[5:]
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# cr.execute("select count(*) from crm_lead where section_id =%s and state='%s'"%(case.section_id.id,state))
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# state_cases = cr.fetchone()[0]
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# perc_state = (state_cases / float(case.nbr_cases) ) * 100
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#
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# res[case.id] = perc_state
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# else:
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# cr.execute('select count(*) from crm_case_log l where l.section_id=%s'%(case.section_id.id))
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# logs = cr.fetchone()[0]
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#
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# avg_ans = logs / case.nbr_cases
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# res[case.id] = avg_ans
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#
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# return res
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#
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# _columns = {
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# 'avg_answers': fields.function(_get_data,string='Avg. Answers', method=True,type="integer"),
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# 'perc_done': fields.function(_get_data,string='%Done', method=True,type="float"),
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# 'perc_cancel': fields.function(_get_data,string='%Cancel', method=True,type="float"),
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# 'delay_close': fields.char('Delay to close', size=20, readonly=True),
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# }
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# _order = 'name desc, section_id'
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# def init(self, cr):
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# tools.drop_view_if_exists(cr, 'report_crm_lead_section')
|
||||
# cr.execute("""
|
||||
# create or replace view report_crm_lead_section as (
|
||||
# select
|
||||
# min(c.id) as id,
|
||||
# to_char(c.create_date, 'YYYY') as name,
|
||||
# to_char(c.create_date, 'MM') as month,
|
||||
# count(*) as nbr_cases,
|
||||
# c.section_id as section_id,
|
||||
# 0 as avg_answers,
|
||||
# 0.0 as perc_done,
|
||||
# 0.0 as perc_cancel,
|
||||
# to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
# from
|
||||
# crm_lead c
|
||||
# group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
|
||||
# )""")
|
||||
#report_crm_lead_section()
|
||||
#
|
||||
#class report_crm_lead_section_stage(osv.osv):
|
||||
# _name = "report.crm.lead.section.stage"
|
||||
# _description = "Leads by section and stage"
|
||||
# _auto = False
|
||||
# _inherit = "report.crm.case.section.stage"
|
||||
# _columns = {
|
||||
# 'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
|
||||
# 'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
|
||||
# 'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
# 'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
# }
|
||||
# _order = 'stage_id, section_id'
|
||||
#
|
||||
# def init(self, cr):
|
||||
# tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_stage")
|
||||
# cr.execute("""
|
||||
# create view report_crm_lead_section_stage as (
|
||||
# select
|
||||
# min(c.id) as id,
|
||||
# to_char(c.create_date,'YYYY') as name,
|
||||
# to_char(c.create_date, 'MM') as month,
|
||||
# c.user_id,
|
||||
# c.state,
|
||||
# c.stage_id,
|
||||
# c.section_id,
|
||||
# c.categ_id,
|
||||
# count(*) as nbr,
|
||||
# sum(planned_revenue) as amount_revenue,
|
||||
# to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
# from
|
||||
# crm_lead c
|
||||
# where c.stage_id is not null
|
||||
# group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.user_id, c.state, c.stage_id, c.categ_id, c.section_id)""")
|
||||
#
|
||||
#report_crm_lead_section_stage()
|
||||
#
|
||||
#class report_crm_lead_section_type(osv.osv):
|
||||
# _name = "report.crm.lead.section.type"
|
||||
# _inherit = "report.crm.case.section.type"
|
||||
# _description = "Leads by section and type"
|
||||
# _auto = False
|
||||
# _columns = {
|
||||
# 'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
|
||||
# 'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
|
||||
# 'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
# 'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
# }
|
||||
# _order = 'type_id'
|
||||
#
|
||||
# def init(self, cr):
|
||||
# tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_type")
|
||||
# cr.execute("""
|
||||
# create view report_crm_lead_section_type as (
|
||||
# select
|
||||
# min(c.id) as id,
|
||||
# to_char(c.create_date,'YYYY') as name,
|
||||
# to_char(c.create_date, 'MM') as month,
|
||||
# c.user_id,
|
||||
# c.state,
|
||||
# c.type_id,
|
||||
# c.stage_id,
|
||||
# c.section_id,
|
||||
# count(*) as nbr,
|
||||
# sum(planned_revenue) as amount_revenue,
|
||||
# to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
# from
|
||||
# crm_lead c
|
||||
# where c.type_id is not null
|
||||
# group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.user_id, c.state, c.stage_id, c.type_id, c.section_id)""")
|
||||
#
|
||||
#report_crm_lead_section_type()
|
||||
#
|
||||
#class report_crm_lead_section_categ_stage(osv.osv):
|
||||
# _name = "report.crm.lead.section.categ.stage"
|
||||
# _inherit = "report.crm.case.section.categ.stage"
|
||||
# _description = "Leads by Section, Category and Stage"
|
||||
# _auto = False
|
||||
# _columns = {
|
||||
# 'categ_id': fields.many2one('crm.case.categ','Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
|
||||
# 'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
|
||||
# 'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
# }
|
||||
# _order = 'stage_id, categ_id'
|
||||
#
|
||||
# def init(self, cr):
|
||||
# tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_categ_stage")
|
||||
# cr.execute("""
|
||||
# create view report_crm_lead_section_categ_stage as (
|
||||
# select
|
||||
# min(c.id) as id,
|
||||
# to_char(c.create_date,'YYYY') as name,
|
||||
# to_char(c.create_date, 'MM') as month,
|
||||
# c.user_id,
|
||||
# c.categ_id,
|
||||
# c.state,
|
||||
# c.stage_id,
|
||||
# c.section_id,
|
||||
# count(*) as nbr,
|
||||
# to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
# from
|
||||
# crm_lead c
|
||||
# where c.categ_id is not null AND c.stage_id is not null
|
||||
# group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.state, c.stage_id, c.section_id)""")
|
||||
#
|
||||
#report_crm_lead_section_categ_stage()
|
||||
#
|
||||
#class report_crm_lead_section_categ_type(osv.osv):
|
||||
# _name = "report.crm.lead.section.categ.type"
|
||||
# _inherit = "report.crm.case.section.categ.type"
|
||||
# _description = "Leads by Section, Category and Type"
|
||||
# _auto = False
|
||||
# _columns = {
|
||||
# 'categ_id':fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
|
||||
# 'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
|
||||
# 'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
|
||||
# 'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
# }
|
||||
# _order = 'categ_id, type_id'
|
||||
#
|
||||
# def init(self, cr):
|
||||
# tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_categ_type")
|
||||
# cr.execute("""
|
||||
# create view report_crm_lead_section_categ_type as (
|
||||
# select
|
||||
# min(c.id) as id,
|
||||
# to_char(c.create_date, 'YYYY') as name,
|
||||
# to_char(c.create_date, 'MM') as month,
|
||||
# c.user_id,
|
||||
# c.categ_id,
|
||||
# c.type_id,
|
||||
# c.state,
|
||||
# c.stage_id,
|
||||
# c.section_id,
|
||||
# count(*) as nbr,
|
||||
# to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
# from
|
||||
# crm_lead c
|
||||
# where c.categ_id is not null AND c.type_id is not null
|
||||
# group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.type_id, c.state, c.stage_id, c.section_id)""")
|
||||
#
|
||||
#report_crm_lead_section_categ_type()
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
@ -6,39 +6,34 @@
|
|||
-->
|
||||
|
||||
<record id="view_crm_lead_user_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.user.tree</field>
|
||||
<field name="model">report.crm.lead.user</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_tree"/>
|
||||
<field name="name">report.crm.lead.tree</field>
|
||||
<field name="model">report.crm.lead</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
</field>
|
||||
<tree string="Leads">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="nbr" />
|
||||
<field name="delay_close"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_lead_user_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.user.form</field>
|
||||
<field name="model">report.crm.lead.user</field>
|
||||
<field name="model">report.crm.lead</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
<field name="stage_id"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_lead_user_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.user.graph</field>
|
||||
<field name="model">report.crm.lead.user</field>
|
||||
<field name="model">report.crm.lead</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="Leads by User and Section" type="bar">
|
||||
|
|
@ -51,27 +46,38 @@
|
|||
|
||||
<record id="view_crm_lead_user_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.user.select</field>
|
||||
<field name="model">report.crm.lead.user</field>
|
||||
<field name="model">report.crm.lead</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="state" position="before">
|
||||
</field>
|
||||
<search string="Search Cases by User">
|
||||
<field name="state" position="before"/>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
|
||||
<record id="action_report_crm_lead_user_tree" model="ir.actions.act_window">
|
||||
<field name="name">Leads by User and Section</field>
|
||||
<field name="res_model">report.crm.lead.user</field>
|
||||
<field name="res_model">report.crm.lead</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_mode">graph,tree,from</field>
|
||||
<field name="view_id" ref="view_crm_lead_user_graph"/>
|
||||
<field name="search_view_id" ref="view_crm_lead_user_filter"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree1">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_lead_user_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead_user_tree"/>
|
||||
</record>
|
||||
|
||||
|
||||
<menuitem name="Leads" id="menu_crm_leads_tree" parent="crm.next_id_52"/>
|
||||
<menuitem action="action_report_crm_lead_user_tree" id="menu_crm_lead_user_tree" parent="menu_crm_leads_tree"/>
|
||||
|
||||
<!-- # Leads by section and category of case -->
|
||||
<!--
|
||||
# Leads by section and category of case
|
||||
|
||||
<record id="view_crm_lead_categ_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.categ.tree</field>
|
||||
|
|
@ -138,7 +144,7 @@
|
|||
</record>
|
||||
<menuitem action="action_report_crm_lead_categ_tree" id="menu_crm_lead_categ_tree" parent="menu_crm_leads_tree"/>
|
||||
|
||||
<!-- Leads by Section -->
|
||||
Leads by Section
|
||||
|
||||
<record id="view_report_crm_lead_section_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.section.tree</field>
|
||||
|
|
@ -189,7 +195,7 @@
|
|||
<menuitem action="action_report_crm_lead_section_tree" id="menu_crm_lead_section_tree" parent="menu_crm_leads_tree"/>
|
||||
|
||||
|
||||
<!-- Cases by section and stage -->
|
||||
Cases by section and stage
|
||||
<record model="ir.ui.view" id="view_crm_lead_section_stage_tree">
|
||||
<field name="name">Leads Report - Sections and Stage(Tree)</field>
|
||||
<field name="model">report.crm.lead.section.stage</field>
|
||||
|
|
@ -481,5 +487,6 @@
|
|||
<field name="act_window_id" ref="action_report_crm_lead_section_categ_type_tree"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_lead_section_categ_type_tree" id="menu_crm_lead_section_categ_type_tree" parent="menu_crm_leads_tree"/>
|
||||
-->
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
|
|||
|
|
@ -56,11 +56,13 @@
|
|||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Cases by User">
|
||||
<group col="12" colspan="4">
|
||||
<group col="16" colspan="8">
|
||||
<filter string="My Cases" icon="terp-hr" domain="[('user_id','=',uid)]" help="My cases by section"/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
|
||||
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
|
||||
<filter string="Won" icon="terp-hr" domain="[('state','=','done')]"/>
|
||||
<filter string="Lost" icon="terp-hr" domain="[('state','=','cancel')]"/>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" select="1"/>
|
||||
<field name="month" select="1"/>
|
||||
|
|
@ -69,6 +71,15 @@
|
|||
<field name="nbr" select="1"/>
|
||||
<field name="state" select="1"/>
|
||||
</group>
|
||||
<group expand="1" string="Group By..." colspan="4" col="8">
|
||||
<filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}"/>
|
||||
<filter string="Section" icon="terp-sale" domain="[]" context="{'group_by':'section_id'}"/>
|
||||
<filter string="State" icon="terp-sale" domain="[]" context="{'group_by':'state'}"/>
|
||||
<filter string="Stage" icon="terp-sale" domain="[]" context="{'group_by':'stage_id'}"/>
|
||||
<filter string="Month" icon="terp-sale" domain="[]" context="{'group_by':'month'}"/>
|
||||
</group>
|
||||
|
||||
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
|
|
|||
Loading…
Reference in New Issue