[MERGE] merge from lp:~openerp-commiter/openobject-addons/crm-improvement/
bzr revid: hmo@tinyerp.com-20100305115427-ret1u3hnl13am4lu
This commit is contained in:
Harry (Open ERP)
commit
39d1e6b57a
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@ -87,3 +87,4 @@
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"access_account_fiscal_position_account_template","account.fiscal.position.account.template","model_account_fiscal_position_account_template","account.group_account_manager",1,1,1,1
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"access_account_sequence_fiscal_year","account.sequence.fiscalyear","model_account_sequence_fiscalyear","account.group_account_user",1,1,1,1
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"access_account_sequence_fiscal_year_user","account.sequence.fiscalyear user","model_account_sequence_fiscalyear","base.group_user",1,0,0,0
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"access_account_installer","account.installer","model_account_installer","base.group_user",1,0,0,0
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@ -39,6 +39,7 @@
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],
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"update_xml" : [
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"security/account_security.xml",
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"voucher_sequence.xml",
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"account_report.xml",
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"voucher_view.xml",
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@ -811,18 +811,18 @@ rule or repeating pattern for anexception to a recurrence set"),
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'interval': lambda *x: 1,
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}
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def modify_this(self, cr, uid, ids, defaults, context=None, *args):
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def modify_this(self, cr, uid, ids, defaults, real_date, context=None, *args):
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ids = map(lambda x: base_calendar_id2real_id(x), ids)
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datas = self.read(cr, uid, ids[0], context=context)
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defaults.update({
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'recurrent_uid': base_calendar_id2real_id(datas['id']),
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'recurrent_id': defaults.get('date'),
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'recurrent_id': defaults.get('date') or real_date,
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'rrule_type': 'none',
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'rrule': ''
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})
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exdate = datas['exdate'] and datas['exdate'].split(',') or []
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if defaults.get('date'):
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exdate.append(defaults.get('date'))
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if real_date and defaults.get('date'):
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exdate.append(real_date)
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self.write(cr, uid, ids, {'exdate': ','.join(exdate)}, context=context)
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new_id = self.copy(cr, uid, ids[0], default=defaults, context=context)
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return new_id
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@ -986,9 +986,13 @@ rule or repeating pattern for anexception to a recurrence set"),
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new_ids = []
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for id in select:
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if len(str(id).split('-')) > 1:
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data = self.read(cr, uid, id, ['date', 'date_deadline'])
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self.modify_this(cr, uid, [id], vals, context)
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continue
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data = self.read(cr, uid, id, ['date', 'date_deadline', 'rrule', 'duration'])
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if data.get('rrule'):
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real_date = data.get('date')
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data.update(vals)
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new_id = self.modify_this(cr, uid, [id], data, real_date, context)
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context.update({'active_id': new_id,'active_ids': [new_id]})
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continue
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id = base_calendar_id2real_id(id)
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if not id in new_ids:
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new_ids.append(id)
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@ -1,6 +1,7 @@
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"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
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"access_basic_calendar_all","basic.calendar","model_basic_calendar",,1,1,1,1
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"access_basic_calendar_event_all","basic.calendar.event","model_basic_calendar_event",,1,1,1,1
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"access_basic_calendar_attendee_all","basic.calendar.attendee","model_basic_calendar_attendee",,1,1,1,1
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"access_calendar_todo_all","basic.calendar.todo","model_basic_calendar_todo",,1,1,1,1
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"access_basic_calendar_alarm_all","basic.calendar.alarm","model_basic_calendar_alarm",,1,1,1,1
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"access_calendar_attendee","calendar.attendee","model_calendar_attendee",,1,1,1,1
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"access_calendar_alarm","calendar.alarm","model_calendar_alarm",,1,1,1,1
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"access_res_alarm","res.alarm","model_res_alarm",,1,1,1,1
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"access_calendar_event_all","calendar.event","model_calendar_event",,1,1,1,1
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"access_calendar_todo","calendar.todo","model_calendar_todo",,1,1,1,1
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"access_base_calendar_invite_attendee","base_calendar.invite.attendee","model_base_calendar_invite_attendee",,1,1,1,1
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@ -804,7 +804,10 @@ class Attendee(CalDAV, osv.osv_memory):
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cn_val = [str(attendee[a_val['field']])]
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if cn_val:
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attendee_add.params['CN'] = cn_val
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attendee_add.value = 'MAILTO:' + attendee['email']
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if not attendee['email']:
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raise osv.except_osv(_('Error !'), _('Attendee must have an Email Id'))
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elif attendee['email']:
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attendee_add.value = 'MAILTO:' + attendee['email']
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return vevent
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Attendee()
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@ -32,7 +32,7 @@ import crm_fundraising
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import crm_helpdesk
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#import report
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import report
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import wizard
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@ -26,7 +26,7 @@
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'category': 'Generic Modules/CRM & SRM',
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'description': """The generic Open ERP Customer Relationship Management
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system enables a group of people to intelligently and efficiently manage
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leads, opportunities, tasks, issues, requests, bugs, campaign, claims, etc.
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leads, opportunities, claims, meeting, phonecall etc.
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It manages key tasks such as communication, identification, prioritization,
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assignment, resolution and notification.
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@ -81,14 +81,21 @@ between mails and Open ERP.""",
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'crm_claims_view.xml',
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'crm_claims_menu.xml',
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# 'crm_report_view.xml',
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'crm_helpdesk_view.xml',
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'crm_helpdesk_menu.xml',
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#'crm_report.xml',
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'security/crm_security.xml',
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'security/ir.model.access.csv',
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'process/crm_configuration_process.xml'
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'report/crm_report_view.xml',
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'report/crm_report_claim_view.xml',
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'report/crm_report_lead_view.xml',
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'report/crm_report_fundraising_view.xml',
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'report/crm_report_opportunity_view.xml' ,
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'report/crm_report_phonecall_view.xml',
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'process/crm_configuration_process.xml',
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],
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'demo_xml': [
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'crm_demo.xml',
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@ -296,8 +296,8 @@ class crm_case(osv.osv):
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if section in s:
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st = case.stage_id.id or False
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if st in s[section]:
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self.write(cr, uid, [case.id], {'stage_id': s[section][st]})
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stage_value = self.pool.get('crm.case.stage').read(cr, uid,s[section][st] , ['probability'], context)
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self.write(cr, uid, [case.id], {'stage_id': s[section][st],'probability':stage_value['probability']})
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return True
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def get_stage_dict(self, cr, uid, ids, context={}):
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@ -319,7 +319,8 @@ class crm_case(osv.osv):
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st = case.stage_id.id or False
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s[section] = dict([(v, k) for (k, v) in s[section].iteritems()])
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if st in s[section]:
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self.write(cr, uid, [case.id], {'stage_id': s[section][st]})
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stage_value = self.pool.get('crm.case.stage').read(cr, uid,s[section][st] ,['probability'], context)
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self.write(cr, uid, [case.id], {'stage_id': s[section][st],'probability':stage_value['probability']})
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return True
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@ -609,3 +610,15 @@ class users(osv.osv):
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'context_section_id': fields.many2one('crm.case.section', 'Sales Team'),
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}
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users()
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class res_partner(osv.osv):
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_inherit = 'res.partner'
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_columns = {
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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}
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res_partner()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -43,6 +43,11 @@
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<field name="date_closed" string="Closure Date"/>
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<field name="categ_id" string="Type" select="1"/>
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<field name="state"/>
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<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
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<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
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<button name="case_close" string="Close" states="open,draft,pending" type="object" icon="gtk-close"/>
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
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</tree>
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</field>
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</record>
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@ -188,24 +193,31 @@
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Claims">
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<filter icon="gtk-new" string="Current Claims"
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<filter icon="gtk-new" string="Current"
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domain="[('state','in',('draft', 'open'))]"
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separator="1" help="Current Claims" default="1"
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/>
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<filter icon="gtk-execute"
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string="In Progress Claims"
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string="In Progress"
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domain="[('state','=','open')]"
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separator="1" help="In Progress Claims"
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/>
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<filter icon="gtk-media-pause"
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string="Pending Claims"
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string="Pending"
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domain="[('state','=','pending')]"
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separator="1" help="All pending Claims"
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/>
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<separator orientation="vertical"/>
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<field name="name" select='1'/>
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<field name="partner_id" select="1"/>
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<field name="user_id" select="1" widget="selection"/>
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<field name="user_id" select="1" widget="selection">
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<filter icon="terp-partner"
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domain="[('user_id','=',uid)]" help="My Claims"
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default="1" />
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<filter icon="terp-partner"
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domain="[('user_id','=', False)]"
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help="Unassigned Claims" />
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</field>
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<field name="section_id" select="1" widget="selection" string="Section" default="context.get('section_id', False)">
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<filter icon="terp-crm"
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domain="[('section_id','=',context.get('section_id',False))]"
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|
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@ -198,7 +198,9 @@
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<filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Funds"/>
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</field>
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<field name="name" select='1' string="Fund Description"/>
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<field name="user_id" select="1" widget="selection"/>
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<field name="user_id" select="1" widget="selection">
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<filter icon="terp-partner" domain="[('user_id','=', False)]" help="Unassigned" />
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</field>
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<field name="section_id" select="1" widget="selection" string="Section" default="context.get('section_id', False)">
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<filter icon="terp-crm"
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domain="[('section_id','=',context.get('section_id',False))]"
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|
|
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@ -555,6 +555,44 @@
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</field>
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</field>
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</record>
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<record id="view_partners_form_crm1" model="ir.ui.view">
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<field name="name">view.res.partner.form.crm.inherited1</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field eval="18" name="priority"/>
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<field name="arch" type="xml">
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<field name="parent_id" position="after">
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<field name="section_id" completion="1" widget="selection"/>
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</field>
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</field>
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</record>
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<record id="view_partners_form_crm2" model="ir.ui.view">
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<field name="name">view.res.partner.form.crm.inherited2</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_tree"/>
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<field eval="18" name="priority"/>
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<field name="arch" type="xml">
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<field name="lang" position="after">
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<field name="section_id" completion="1" widget="selection"/>
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</field>
|
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</field>
|
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</record>
|
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|
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<record id="view_partners_form_crm3" model="ir.ui.view">
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<field name="name">view.res.partner.form.crm.inherited3</field>
|
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_res_partner_filter"/>
|
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<field eval="18" name="priority"/>
|
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<field name="arch" type="xml">
|
||||
<field name="category_id" position="after">
|
||||
<field name="section_id" completion="1" widget="selection"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
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|
|
|
|||
|
|
@ -19,8 +19,13 @@
|
|||
#
|
||||
##############################################################################
|
||||
|
||||
import report_businessopp
|
||||
#import report_businessopp
|
||||
import crm_report
|
||||
import crm_report_claim
|
||||
import crm_report_lead
|
||||
import crm_report_phonecall
|
||||
import crm_report_fundraising
|
||||
import crm_report_opportunity
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
|
|
|
|||
|
|
@ -20,8 +20,7 @@
|
|||
##############################################################################
|
||||
|
||||
from osv import fields,osv
|
||||
|
||||
import tools.sql
|
||||
import tools
|
||||
|
||||
AVAILABLE_STATES = [
|
||||
('draft','Draft'),
|
||||
|
|
@ -31,170 +30,106 @@ AVAILABLE_STATES = [
|
|||
('pending','Pending')
|
||||
]
|
||||
|
||||
class report_crm_case_section_categ2(osv.osv):
|
||||
_name = "report.crm.case.section.categ2"
|
||||
_description = "Cases by section and category2"
|
||||
class report_crm_case(osv.osv):
|
||||
_name = "report.crm.case"
|
||||
_description = "Cases and section"
|
||||
_auto = False
|
||||
|
||||
def _get_data(self, cr, uid, ids, field_name, arg, context={}):
|
||||
res = {}
|
||||
state_perc = 0.0
|
||||
avg_ans = 0.0
|
||||
|
||||
for case in self.browse(cr, uid, ids, context):
|
||||
if field_name != 'avg_answers':
|
||||
state = field_name[5:]
|
||||
cr.execute("select count(*) from crm_opportunity where section_id =%s and state='%s'"%(case.section_id.id,state))
|
||||
state_cases = cr.fetchone()[0]
|
||||
perc_state = (state_cases / float(case.nbr) ) * 100
|
||||
|
||||
res[case.id] = perc_state
|
||||
else:
|
||||
model_name = self._name.split('report.')
|
||||
if len(model_name) < 2:
|
||||
res[case.id] = 0.0
|
||||
else:
|
||||
model_name = model_name[1]
|
||||
|
||||
cr.execute("select count(*) from crm_case_log l, ir_model m where l.model_id=m.id and m.model = '%s'" , model_name)
|
||||
logs = cr.fetchone()[0]
|
||||
|
||||
avg_ans = logs / case.nbr
|
||||
res[case.id] = avg_ans
|
||||
|
||||
return res
|
||||
|
||||
_columns = {
|
||||
'name': fields.char('Year',size=64,required=False, readonly=True),
|
||||
'month':fields.selection([('01','January'), ('02','February'), ('03','March'), ('04','April'), ('05','May'), ('06','June'),
|
||||
('07','July'), ('08','August'), ('09','September'), ('10','October'), ('11','November'), ('12','December')],'Month',readonly=True),
|
||||
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'category2_id':fields.many2one('crm.case.category2', 'Type', readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
|
||||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'nbr': fields.integer('# of Cases', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'category2_id, section_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ2")
|
||||
cr.execute("""
|
||||
create view report_crm_case_section_categ2 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.category2_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_case c
|
||||
where c.category2_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.category2_id, c.section_id)""")
|
||||
|
||||
report_crm_case_section_categ2()
|
||||
|
||||
class report_crm_case_section_stage(osv.osv):
|
||||
_name = "report.crm.case.section.stage"
|
||||
_description = "Cases by section and stage"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'name': fields.char('Year',size=64,required=False, readonly=True),
|
||||
'avg_answers': fields.function(_get_data,string='Avg. Answers', method=True,type="integer"),
|
||||
'perc_done': fields.function(_get_data,string='%Done', method=True,type="float"),
|
||||
'perc_cancel': fields.function(_get_data,string='%Cancel', method=True,type="float"),
|
||||
'month':fields.selection([('01','January'), ('02','February'), ('03','March'), ('04','April'), ('05','May'), ('06','June'),
|
||||
('07','July'), ('08','August'), ('09','September'), ('10','October'), ('11','November'), ('12','December')],'Month',readonly=True),
|
||||
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
|
||||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'nbr': fields.integer('# of Cases', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'stage_id, section_id'
|
||||
|
||||
'company_id': fields.many2one('res.company','Company',readonly=True),
|
||||
}
|
||||
_order = 'name desc, user_id'
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_stage")
|
||||
tools.drop_view_if_exists(cr, 'report_crm_case')
|
||||
cr.execute("""
|
||||
create view report_crm_case_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_case 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_case_section_stage()
|
||||
|
||||
class report_crm_case_section_categ_stage(osv.osv):
|
||||
_name = "report.crm.case.section.categ.stage"
|
||||
_description = "Cases by section, Category and stage"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'name': fields.char('Year',size=64,required=False, readonly=True),
|
||||
'month':fields.selection([('01','January'), ('02','February'), ('03','March'), ('04','April'), ('05','May'), ('06','June'),
|
||||
('07','July'), ('08','August'), ('09','September'), ('10','October'), ('11','November'), ('12','December')],'Month',readonly=True),
|
||||
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
|
||||
'nbr': fields.integer('# of Cases', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'stage_id, section_id, categ_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ_stage")
|
||||
cr.execute("""
|
||||
create view report_crm_case_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_case 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_case_section_categ_stage()
|
||||
|
||||
class report_crm_case_section_categ_categ2(osv.osv):
|
||||
_name = "report.crm.case.section.categ.categ2"
|
||||
_description = "Cases by section, Category and Category2"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'name': fields.char('Year',size=64,required=False, readonly=True),
|
||||
'month':fields.selection([('01','January'), ('02','February'), ('03','March'), ('04','April'), ('05','May'), ('06','June'),
|
||||
('07','July'), ('08','August'), ('09','September'), ('10','October'), ('11','November'), ('12','December')],'Month',readonly=True),
|
||||
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True),
|
||||
'category2_id':fields.many2one('crm.case.category2', 'Type', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
|
||||
'nbr': fields.integer('# of Cases', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'section_id, categ_id, category2_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ_categ2")
|
||||
cr.execute("""
|
||||
create view report_crm_case_section_categ_categ2 as (
|
||||
create or replace view report_crm_case 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.category2_id,
|
||||
c.state,
|
||||
c.stage_id,
|
||||
c.user_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
c.company_id,
|
||||
count(*) as nbr
|
||||
from
|
||||
crm_case c
|
||||
where c.categ_id is not null AND c.category2_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.category2_id, c.state, c.stage_id, c.section_id)""")
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id,c.company_id
|
||||
)""")
|
||||
report_crm_case()
|
||||
|
||||
class report_crm_case_service_dashboard(osv.osv):
|
||||
_name = "report.crm.case.service.dashboard"
|
||||
_description = "Report of Closed and Open CRM Cases within past 15 days"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'date_deadline': fields.datetime('Deadline', readonly=True),
|
||||
'name': fields.char('Description', size=64, readonly=True),
|
||||
'user_id': fields.many2one('res.users', 'Responsible', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
|
||||
'create_date' : fields.datetime('Create Date', readonly=True)
|
||||
}
|
||||
_order = 'create_date'
|
||||
|
||||
def init(self, cr):
|
||||
cr.execute("""create or replace view report_crm_case_service_dashboard as (
|
||||
select
|
||||
cse.id as id, cse.date_deadline as date_deadline,
|
||||
cse.name as name, cse.user_id as user_id,
|
||||
cse.state as state,
|
||||
cse.create_date as create_date
|
||||
from
|
||||
crm_case cse
|
||||
where
|
||||
(cse.state='done')
|
||||
OR
|
||||
|
||||
((to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') <= CURRENT_DATE)
|
||||
AND
|
||||
(to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') > (CURRENT_DATE-15))
|
||||
AND
|
||||
cse.state='open')
|
||||
)""")
|
||||
report_crm_case_service_dashboard()
|
||||
|
||||
|
||||
report_crm_case_section_categ_categ2()
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
|
|
|
|||
|
|
@ -8,7 +8,9 @@ class report_crm_claim(osv.osv):
|
|||
_columns = {
|
||||
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
||||
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]", readonly=True),
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]"),
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]",readonly=True),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner',readonly=True),
|
||||
'company_id': fields.many2one('res.company','Company',readonly=True),
|
||||
}
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_claim')
|
||||
|
|
@ -22,6 +24,8 @@ class report_crm_claim(osv.osv):
|
|||
c.user_id,
|
||||
c.stage_id,
|
||||
c.section_id,
|
||||
c.partner_id,
|
||||
c.company_id,
|
||||
c.categ_id,
|
||||
count(*) as nbr,
|
||||
0 as avg_answers,
|
||||
|
|
@ -30,7 +34,7 @@ class report_crm_claim(osv.osv):
|
|||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_claim c
|
||||
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,c.categ_id
|
||||
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,c.categ_id,c.partner_id,c.company_id
|
||||
)""")
|
||||
report_crm_claim()
|
||||
|
||||
|
|
@ -10,12 +10,14 @@
|
|||
<tree string="Claims">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="section_id" />
|
||||
<field name="user_id" />
|
||||
<field name="company_id" />
|
||||
<field name="partner_id" />
|
||||
<field name="nbr" string="#Claim"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="state" invisible="1"/>
|
||||
<field name="section_id" invisible="1"/>
|
||||
<field name="stage_id" invisible="1"/>
|
||||
<field name="user_id" invisible="1"/>
|
||||
<field name="categ_id" invisible="1"/>
|
||||
</tree>
|
||||
</field>
|
||||
|
|
@ -66,21 +68,21 @@
|
|||
<field name="name">Claims</field>
|
||||
<field name="res_model">report.crm.claim</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_crm_claim_graph"/>
|
||||
<field name="view_mode">tree,graph</field>
|
||||
<field name="view_id" ref="view_report_crm_claim_tree"/>
|
||||
<field name="search_view_id" ref="view_crm_claim_filter"/>
|
||||
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_claim_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_report_crm_claim_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_claim"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_claim_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_claim"/>
|
||||
|
|
@ -11,6 +11,8 @@ class report_crm_fundraising(osv.osv):
|
|||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
|
||||
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner'),
|
||||
'company_id': fields.many2one('res.company','Company'),
|
||||
}
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_fundraising')
|
||||
|
|
@ -24,6 +26,8 @@ class report_crm_fundraising(osv.osv):
|
|||
c.user_id,
|
||||
c.section_id,
|
||||
c.categ_id,
|
||||
c.company_id,
|
||||
c.partner_id,
|
||||
count(*) as nbr,
|
||||
0 as avg_answers,
|
||||
0.0 as perc_done,
|
||||
|
|
@ -34,7 +38,7 @@ class report_crm_fundraising(osv.osv):
|
|||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_fundraising c
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id,c.categ_id
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id,c.categ_id,c.partner_id,c.company_id
|
||||
)""")
|
||||
report_crm_fundraising()
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
@ -13,14 +13,16 @@
|
|||
<tree string="Fundraising">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="section_id" />
|
||||
<field name="user_id" />
|
||||
<field name="company_id" />
|
||||
<field name="partner_id" />
|
||||
<field name="nbr" string="#Fundraising"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_revenue" sum="Total Revenue"/>
|
||||
<field name="probability"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="state" invisible="1"/>
|
||||
<field name="section_id" invisible="1"/>
|
||||
<field name="user_id" invisible="1"/>
|
||||
<field name="categ_id" invisible="1"/>
|
||||
</tree>
|
||||
</field>
|
||||
|
|
@ -69,21 +71,21 @@
|
|||
<field name="name">Fundraising</field>
|
||||
<field name="res_model">report.crm.fundraising</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_crm_fundraising_graph"/>
|
||||
<field name="view_mode">tree,graph</field>
|
||||
<field name="view_id" ref="view_crm_fundraising_tree"/>
|
||||
<field name="search_view_id" ref="view_crm_fundraising_filter"/>
|
||||
</record>
|
||||
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_fundrising_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_fundraising_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_fundraising"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_fundrising_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_fundraising_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_fundraising"/>
|
||||
|
|
@ -7,8 +7,10 @@ class report_crm_lead(osv.osv):
|
|||
_inherit = "report.crm.case"
|
||||
_columns = {
|
||||
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]"),
|
||||
'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),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner' ,readonly=True),
|
||||
'company_id': fields.many2one('res.company','Company',readonly=True),
|
||||
}
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_lead')
|
||||
|
|
@ -21,8 +23,10 @@ class report_crm_lead(osv.osv):
|
|||
c.state,
|
||||
c.user_id,
|
||||
c.stage_id,
|
||||
c.company_id,
|
||||
c.section_id,
|
||||
c.categ_id,
|
||||
c.partner_id,
|
||||
count(*) as nbr,
|
||||
0 as avg_answers,
|
||||
0.0 as perc_done,
|
||||
|
|
@ -30,7 +34,7 @@ class report_crm_lead(osv.osv):
|
|||
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.state, c.user_id,c.section_id,c.stage_id,categ_id
|
||||
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,categ_id,c.partner_id,c.company_id
|
||||
)""")
|
||||
report_crm_lead()
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
@ -13,11 +13,13 @@
|
|||
<tree string="Leads">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="section_id" />
|
||||
<field name="user_id" />
|
||||
<field name="company_id" />
|
||||
<field name="partner_id" />
|
||||
<field name="nbr" string="#Leads"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="section_id" invisible="1"/>
|
||||
<field name="state" invisible="1"/>
|
||||
<field name="user_id" invisible="1"/>
|
||||
<field name="stage_id" invisible="1"/>
|
||||
<field name="categ_id" invisible="1"/>
|
||||
</tree>
|
||||
|
|
@ -66,21 +68,20 @@
|
|||
<field name="name">Leads</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_id" ref="view_crm_lead_graph"/>
|
||||
<field name="view_mode">tree,graph</field>
|
||||
<field name="search_view_id" ref="view_crm_lead_filter"/>
|
||||
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_lead_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_lead_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_lead_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead"/>
|
||||
|
|
@ -11,8 +11,10 @@ class report_crm_opportunity(osv.osv):
|
|||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
|
||||
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]"),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner',readonly=True),
|
||||
'company_id': fields.many2one('res.company', 'Company',readonly=True),
|
||||
}
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_opportunity')
|
||||
|
|
@ -27,17 +29,19 @@ class report_crm_opportunity(osv.osv):
|
|||
c.section_id,
|
||||
c.categ_id,
|
||||
c.stage_id,
|
||||
c.partner_id,
|
||||
c.company_id,
|
||||
count(*) as nbr,
|
||||
0 as avg_answers,
|
||||
0.0 as perc_done,
|
||||
0.0 as perc_cancel,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
||||
sum((planned_revenue*probability)/100.0)::decimal(16,2) as amount_revenue_prob,
|
||||
avg(probability)::decimal(16,2) as probability,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_opportunity c
|
||||
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,c.categ_id
|
||||
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,c.categ_id,c.partner_id,company_id
|
||||
)""")
|
||||
report_crm_opportunity()
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
@ -13,14 +13,16 @@
|
|||
<tree string="Opportunities">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="section_id" />
|
||||
<field name="user_id" />
|
||||
<field name="company_id"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="nbr" string="#Opportunities"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="probability"/>
|
||||
<field name="amount_revenue" sum="Total Revenue"/>
|
||||
<field name="probability" widget="progressbar"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="state" invisible="1"/>
|
||||
<field name="section_id" invisible="1"/>
|
||||
<field name="user_id" invisible="1"/>
|
||||
<field name="stage_id" invisible="1"/>
|
||||
<field name="categ_id" invisible="1"/>
|
||||
</tree>
|
||||
|
|
@ -63,6 +65,8 @@
|
|||
<field name="arch" type="xml">
|
||||
<xpath expr='//search[@string="Search"]/group[@string="Group By..."]/filter[@string="State"]' position='after'>
|
||||
<filter string="Stage" icon="terp-sale" domain="[]" context="{'group_by':'stage_id'}"/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
|
@ -71,18 +75,17 @@
|
|||
<field name="name">Opportunities</field>
|
||||
<field name="res_model">report.crm.opportunity</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_graph"/>
|
||||
<field name="view_mode">tree,graph</field>
|
||||
<field name="search_view_id" ref="view_crm_opportunity_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_opportunity"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_opportunity"/>
|
||||
|
|
@ -9,6 +9,8 @@ class report_crm_phonecall(osv.osv):
|
|||
_columns = {
|
||||
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.phonecall')]"),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner' ,readonly=True),
|
||||
'company_id': fields.many2one('res.company','Company',readonly=True),
|
||||
}
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_phonecall')
|
||||
|
|
@ -22,6 +24,8 @@ class report_crm_phonecall(osv.osv):
|
|||
c.user_id,
|
||||
c.section_id,
|
||||
c.categ_id,
|
||||
c.partner_id,
|
||||
c.company_id,
|
||||
count(*) as nbr,
|
||||
0 as avg_answers,
|
||||
0.0 as perc_done,
|
||||
|
|
@ -29,7 +33,7 @@ class report_crm_phonecall(osv.osv):
|
|||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_phonecall c
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id, c.categ_id
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id, c.categ_id,c.partner_id,c.company_id
|
||||
)""")
|
||||
report_crm_phonecall()
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
@ -13,11 +13,13 @@
|
|||
<tree string="Phone calls">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="section_id" />
|
||||
<field name="user_id" />
|
||||
<field name="company_id"/>
|
||||
<field name="partner_id" />
|
||||
<field name="nbr" string="#Phone calls" />
|
||||
<field name="delay_close"/>
|
||||
<field name="state" invisible="1"/>
|
||||
<field name="section_id" invisible="1"/>
|
||||
<field name="user_id" invisible="1"/>
|
||||
<field name="categ_id" invisible="1"/>
|
||||
</tree>
|
||||
</field>
|
||||
|
|
@ -64,20 +66,20 @@
|
|||
<field name="name">Phone Calls</field>
|
||||
<field name="res_model">report.crm.phonecall</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_crm_phonecall_graph"/>
|
||||
<field name="view_mode">tree,graph</field>
|
||||
<field name="view_id" ref="view_crm_phonecall_tree"/>
|
||||
<field name="search_view_id" ref="view_crm_phonecall_filter"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_phonecall_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_phonecall"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_phonecall_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_phonecall"/>
|
||||
|
|
@ -11,6 +11,7 @@
|
|||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="user_id"/>
|
||||
<field name="company_id"/>
|
||||
<field name="section_id"/>
|
||||
<field name="nbr"/>
|
||||
<field name="state"/>
|
||||
|
|
@ -53,8 +54,8 @@
|
|||
<field name="arch" type="xml">
|
||||
<search string="Search">
|
||||
<group col="16" colspan="8">
|
||||
<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="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" default="1" />
|
||||
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" default="1"/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter string="Current" icon="terp-hr" domain="[('state','in',('open','draft'))]"/>
|
||||
<filter string="Won" icon="terp-hr" domain="[('state','=','done')]"/>
|
||||
|
|
@ -67,24 +68,21 @@
|
|||
domain="[('section_id.user_id','=',uid)]"
|
||||
help="My section"/>
|
||||
</field>
|
||||
<field name="user_id" widget="selection">
|
||||
<filter icon="terp-partner"
|
||||
domain="[('user_id','=',uid)]"
|
||||
help="My " default="1"
|
||||
/>
|
||||
</field>
|
||||
<field name="user_id" widget="selection"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<group expand="1" string="Group By..." colspan="4" col="8">
|
||||
<filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}"/>
|
||||
<filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}" default="1" />
|
||||
<filter string="Company" icon="terp-sale" domain="[]" context="{'group_by':'company_id'}"/>
|
||||
<filter string="Section" icon="terp-sale" domain="[]" context="{'group_by':'section_id'}"/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter string="State" icon="terp-sale" domain="[]" context="{'group_by':'state'}"/>
|
||||
<filter string="Category" icon="terp-sale" domain="[]" context="{'group_by':'categ_id'}"/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter string="Month" icon="terp-sale" domain="[]" context="{'group_by':'month'}"/>
|
||||
<filter string="Year" icon="terp-sale" domain="[]" context="{'group_by':'name'}"/>
|
||||
<filter string="Category" icon="terp-sale" domain="[]" context="{'group_by':'categ_id'}"/>
|
||||
|
||||
</group>
|
||||
|
||||
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
|
@ -154,16 +154,20 @@ class opportunity2meeting(wizard.interface):
|
|||
partner_id = opportunity.partner_id and opportunity.partner_id.id or False
|
||||
name = opportunity.name
|
||||
email = opportunity.email_from
|
||||
section_id = opportunity.section_id and opportunity.section_id.id or False
|
||||
section_id = opportunity.section_id and opportunity.section_id.id or False
|
||||
return {
|
||||
'name': _('Meetings'),
|
||||
'domain' : "[('user_id','=',%s)]"%(uid),
|
||||
'context': {'default_partner_id': partner_id, 'default_section_id': section_id, 'default_email_from': email, 'default_state':'open', 'default_name':name},
|
||||
'domain' : "[('user_id','=',%s), ('opportunity_id', '=', %s)]"%(uid, data['id']),
|
||||
'context': {'default_partner_id': partner_id,
|
||||
'default_opportunity_id': data['id'],
|
||||
'default_section_id': section_id,
|
||||
'default_email_from': email,
|
||||
'default_state':'open', 'default_name':name},
|
||||
'view_type': 'form',
|
||||
'view_mode': 'calendar,form,tree',
|
||||
'view_mode': 'tree,form,calendar',
|
||||
'res_model': 'crm.meeting',
|
||||
'view_id': False,
|
||||
'views': [(id1,'calendar'),(id2,'form'),(id3,'tree')],
|
||||
'views': [(id3, 'tree'), (id2, 'form'), (id1, 'calendar')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': id['res_id']
|
||||
}
|
||||
|
|
|
|||
|
|
@ -30,7 +30,7 @@
|
|||
""",
|
||||
'author': 'Tiny',
|
||||
'website': 'http://www.openerp.com',
|
||||
'depends': ['crm','project','report_crm'],
|
||||
'depends': ['crm','project'],
|
||||
'init_xml': [
|
||||
'crm_bugs_data.xml'
|
||||
],
|
||||
|
|
|
|||
|
|
@ -29,7 +29,7 @@
|
|||
<record id="view_crm_project_bug_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.project.bug.form</field>
|
||||
<field name="model">report.crm.project.bug</field>
|
||||
<field name="inherit_id" ref="report_crm.view_crm_case_form"/>
|
||||
<field name="inherit_id" ref="crm.view_crm_case_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
|
|
@ -58,7 +58,7 @@
|
|||
<record id="view_crm_project_bug_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.project.bug.select</field>
|
||||
<field name="model">report.crm.project.bug</field>
|
||||
<field name="inherit_id" ref="report_crm.view_crm_case_filter"/>
|
||||
<field name="inherit_id" ref="crm.view_crm_case_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr='//search[@string="Search"]/group[@string="Group By..."]/filter[@string="State"]' position='after'>
|
||||
|
|
|
|||
|
|
@ -7,3 +7,7 @@
|
|||
"access_document_directory_content_group_system","document.directory.content group system","model_document_directory_content","base.group_system",1,1,1,1
|
||||
"access_document_directory_content_type_group_document_manager","document.directory.content.type document manager","model_document_directory_content_type","group_document_manager",1,1,1,1
|
||||
"access_document_directory_content_type_group_system","document.directory.content.type group system","model_document_directory_content_type","base.group_user",1,0,0,0
|
||||
"access_document_storage_group_document_manager","document.storage document manager","model_document_storage","group_document_manager",1,1,1,1
|
||||
"access_document_storage_group_system","document.storage group system","model_document_storage","base.group_user",1,0,0,0
|
||||
"access_document_directory_dctx_group_document_manager","document.directory.dctx document manager","model_document_directory_dctx","group_document_manager",1,1,1,1
|
||||
"access_document_directory_dctx_group_system","document.directory.dctx group system","model_document_directory_dctx","base.group_system",1,1,1,1
|
||||
|
|
|
|||
|
|
|
@ -5,3 +5,5 @@
|
|||
"access_hr_employee_category_manager","hr.employee.category.manager","model_hr_employee_category","hr.group_hr_manager",1,1,1,1
|
||||
"access_hr_department_manager","hr.department.manager","model_hr_department","hr.group_hr_manager",1,1,1,1
|
||||
"access_hr_employee_marital_status","hr.employee.marital.status","model_hr_employee_marital_status","hr.group_hr_user",1,1,1,1
|
||||
"access_hr_job","hr.job","model_hr_job","hr.group_hr_user",1,0,0,0
|
||||
"access_hr_installer","hr.installer","model_hr_installer","hr.group_hr_user",1,0,0,0
|
||||
|
|
|
@ -1,4 +1,7 @@
|
|||
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
|
||||
"access_mail_gateway_server","mail.gateway.server","model_mail_gateway_server","base.group_user",1,0,0,0
|
||||
"access_mail_gateway","mail.gateway","model_mail_gateway","base.group_user",1,0,0,0
|
||||
"access_mail_gateway_history","mail.gateway.history","model_mail_gateway_history","base.group_user",1,0,0,0
|
||||
|
||||
|
||||
|
||||
|
|
|
|||
|
|
|
@ -1422,7 +1422,7 @@ StockPicking()
|
|||
|
||||
|
||||
class spilt_in_production_lot(osv.osv_memory):
|
||||
_inherit = "stock.move.spilt"
|
||||
_inherit = "stock.move.split"
|
||||
def split(self, cr, uid, ids, move_ids, context=None):
|
||||
production_obj = self.pool.get('mrp.production')
|
||||
move_obj = self.pool.get('stock.move')
|
||||
|
|
|
|||
|
|
@ -30,3 +30,5 @@
|
|||
"access_hr_timesheet_group_mrp_worker","resource.calendar mrp_worker","resource.model_resource_calendar","mrp.group_mrp_user",1,0,0,0
|
||||
"access_mrp_procurement_stock_worker","mrp.procurement stock_worker","model_mrp_procurement","stock.group_stock_user",1,1,1,1
|
||||
"access_mrp_production_stock_worker","mrp.production stock_worker","model_mrp_production","stock.group_stock_user",1,0,0,0
|
||||
"access_mrp_installer","mrp.installer","model_mrp_installer","mrp.group_mrp_user",1,0,0,0
|
||||
"access_mrp_product_produce","mrp.product.produce","model_mrp_product_produce","mrp.group_mrp_user",1,0,0,0
|
||||
|
|
|
|||
|
|
|
@ -11,3 +11,5 @@
|
|||
"access_project_task_work_manager","project.task.work.manager","model_project_task_work","project.group_project_manager",1,1,1,1
|
||||
"access_config_compute_remaining","project.config.compute.remaining","model_config_compute_remaining","project.group_project_user",1,1,1,1
|
||||
"access_config_compute_remaining_manager","project.config.compute.remaining.manager","model_config_compute_remaining","project.group_project_manager",1,1,1,1
|
||||
"access_project_message","project.message","model_project_message","project.group_project_user",1,0,0,0
|
||||
"access_project_installer","project.installer","model_project_installer","project.group_project_user",1,0,0,0
|
||||
|
|
|
@ -1,2 +1,3 @@
|
|||
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
|
||||
access_report_analytic_account_close,report.analytic.account.close,model_report_analytic_account_close,account.group_account_manager,1,0,0,0
|
||||
access_report_account_analytic_line_to_invoice,report.account.analytic.line.to.invoice,model_report_account_analytic_line_to_invoice,account.group_account_manager,1,0,0,0
|
||||
|
|
|
@ -1,30 +0,0 @@
|
|||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 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
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
import report_crm
|
||||
import report_crm_lead
|
||||
import report_crm_claim
|
||||
import report_crm_opportunity
|
||||
import report_crm_fundraising
|
||||
import report_crm_phonecall
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
|
|
@ -1,46 +0,0 @@
|
|||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 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
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
|
||||
{
|
||||
'name': 'CRM Management - Reporting',
|
||||
'version': '1.0',
|
||||
'category': 'Generic Modules/CRM & SRM',
|
||||
'description': """A module that adds new reports based on Leads, Opportunities, Phonecalls, Claims, FunRising.
|
||||
""",
|
||||
'author': 'Tiny',
|
||||
'website': 'http://www.openerp.com',
|
||||
'depends': ['crm'],
|
||||
'init_xml': [],
|
||||
'update_xml': [#'security/ir.model.access.csv',
|
||||
'report_crm_view.xml',
|
||||
'report_crm_lead_view.xml',
|
||||
'report_crm_claim_view.xml',
|
||||
'report_crm_opportunity_view.xml',
|
||||
'report_crm_phonecall_view.xml',
|
||||
'report_crm_fundraising_view.xml'
|
||||
],
|
||||
'demo_xml': [],
|
||||
'installable': True, #TODO : After fixed problems , set True
|
||||
'active': False,
|
||||
'certificate': '0030422968285',
|
||||
}
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
@ -1,133 +0,0 @@
|
|||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 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
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
from osv import fields,osv
|
||||
import tools
|
||||
|
||||
AVAILABLE_STATES = [
|
||||
('draft','Draft'),
|
||||
('open','Open'),
|
||||
('cancel', 'Cancelled'),
|
||||
('done', 'Closed'),
|
||||
('pending','Pending')
|
||||
]
|
||||
|
||||
class report_crm_case(osv.osv):
|
||||
_name = "report.crm.case"
|
||||
_description = "Cases and section"
|
||||
_auto = False
|
||||
|
||||
def _get_data(self, cr, uid, ids, field_name, arg, context={}):
|
||||
res = {}
|
||||
state_perc = 0.0
|
||||
avg_ans = 0.0
|
||||
|
||||
for case in self.browse(cr, uid, ids, context):
|
||||
if field_name != 'avg_answers':
|
||||
state = field_name[5:]
|
||||
cr.execute("select count(*) from crm_opportunity where section_id =%s and state='%s'"%(case.section_id.id,state))
|
||||
state_cases = cr.fetchone()[0]
|
||||
perc_state = (state_cases / float(case.nbr) ) * 100
|
||||
|
||||
res[case.id] = perc_state
|
||||
else:
|
||||
model_name = self._name.split('report.')
|
||||
if len(model_name) < 2:
|
||||
res[case.id] = 0.0
|
||||
else:
|
||||
model_name = model_name[1]
|
||||
|
||||
cr.execute("select count(*) from crm_case_log l, ir_model m where l.model_id=m.id and m.model = '%s'" , model_name)
|
||||
logs = cr.fetchone()[0]
|
||||
|
||||
avg_ans = logs / case.nbr
|
||||
res[case.id] = avg_ans
|
||||
|
||||
return res
|
||||
|
||||
_columns = {
|
||||
'name': fields.char('Year',size=64,required=False, readonly=True),
|
||||
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'nbr': fields.integer('# of Cases', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
|
||||
'avg_answers': fields.function(_get_data,string='Avg. Answers', method=True,type="integer"),
|
||||
'perc_done': fields.function(_get_data,string='%Done', method=True,type="float"),
|
||||
'perc_cancel': fields.function(_get_data,string='%Cancel', method=True,type="float"),
|
||||
'month':fields.selection([('01','January'), ('02','February'), ('03','March'), ('04','April'), ('05','May'), ('06','June'),
|
||||
('07','July'), ('08','August'), ('09','September'), ('10','October'), ('11','November'), ('12','December')],'Month',readonly=True),
|
||||
}
|
||||
_order = 'name desc, user_id'
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_case')
|
||||
cr.execute("""
|
||||
create or replace view report_crm_case as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date, 'YYYY') as name,
|
||||
to_char(c.create_date, 'MM') as month,
|
||||
c.state,
|
||||
c.user_id,
|
||||
c.section_id,
|
||||
count(*) as nbr
|
||||
from
|
||||
crm_case c
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id
|
||||
)""")
|
||||
report_crm_case()
|
||||
|
||||
class report_crm_case_service_dashboard(osv.osv):
|
||||
_name = "report.crm.case.service.dashboard"
|
||||
_description = "Report of Closed and Open CRM Cases within past 15 days"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'date_deadline': fields.datetime('Deadline', readonly=True),
|
||||
'name': fields.char('Description', size=64, readonly=True),
|
||||
'user_id': fields.many2one('res.users', 'Responsible', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
|
||||
'create_date' : fields.datetime('Create Date', readonly=True)
|
||||
}
|
||||
_order = 'create_date'
|
||||
|
||||
def init(self, cr):
|
||||
cr.execute("""create or replace view report_crm_case_service_dashboard as (
|
||||
select
|
||||
cse.id as id, cse.date_deadline as date_deadline,
|
||||
cse.name as name, cse.user_id as user_id,
|
||||
cse.state as state,
|
||||
cse.create_date as create_date
|
||||
from
|
||||
crm_case cse
|
||||
where
|
||||
(cse.state='done')
|
||||
OR
|
||||
|
||||
((to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') <= CURRENT_DATE)
|
||||
AND
|
||||
(to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') > (CURRENT_DATE-15))
|
||||
AND
|
||||
cse.state='open')
|
||||
)""")
|
||||
report_crm_case_service_dashboard()
|
||||
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
|
|
@ -1,37 +0,0 @@
|
|||
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
|
||||
access_report_crm_case_user,report.crm.case.user,model_report_crm_case_user,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_case_categ,report.crm.case.categ,model_report_crm_case_categ,crm.group_crm_manager,1,0,0,0
|
||||
access_repor_crm_case_section,report.crm.case.section,model_report_crm_case_section,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_case_service_dashboard,report.crm.case.service.dashboard,model_report_crm_case_service_dashboard,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_case_section_stage,report.crm.case.section.stage,model_report_crm_case_section_stage,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_case_section_categ_stage,report.crm.case.section.categ.stage,model_report_crm_case_section_categ_stage,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_case_section_categ_type,report.crm.case.section.categ.type,model_report_crm_case_section_categ_type,crm.group_crm_manager,1,0,0,
|
||||
access_report_crm_case_section_type,report.crm.case.section.type,model_report_crm_case_section_type,crm.group_crm_manager,1,0,0,
|
||||
access_report_crm_claim_user,report.crm.claim.user,model_report_crm_claim_user,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_claim_categ,report.crm.claim.categ,model_report_crm_claim_categ,crm.group_crm_manager,1,0,0,0
|
||||
access_repor_crm_claim_section,report.crm.claim.section,model_report_crm_claim_section,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_claim_section_categ_stage,report.crm.claim.section.categ.stage,model_report_crm_claim_section_categ_stage,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_claim_section_categ_type,report.crm.claim.section.categ.type,model_report_crm_claim_section_categ_type,crm.group_crm_manager,1,0,0,
|
||||
access_report_crm_claim_section_type,report.crm.claim.section.type,model_report_crm_claim_section_type,crm.group_crm_manager,1,0,0,
|
||||
access_report_crm_fundraising_user,report.crm.fundraising.user,model_report_crm_fundraising_user,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_fundraising_categ,report.crm.fundraising.categ,model_report_crm_fundraising_categ,crm.group_crm_manager,1,0,0,0
|
||||
access_repor_crm_fundraising_section,report.crm.fundraising.section,model_report_crm_fundraising_section,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_fundraising_section_categ_stage,report.crm.fundraising.section.categ.stage,model_report_crm_fundraising_section_categ_stage,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_fundraising_section_categ_type,report.crm.fundraising.section.categ.type,model_report_crm_fundraising_section_categ_type,crm.group_crm_manager,1,0,0,
|
||||
access_report_crm_fundraising_section_type,report.crm.fundraising.section.type,model_report_crm_fundraising_section_type,crm.group_crm_manager,1,0,0,
|
||||
access_report_crm_lead_user,report.crm.lead.user,model_report_crm_lead_user,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_lead_categ,report.crm.lead.categ,model_report_crm_lead_categ,crm.group_crm_manager,1,0,0,0
|
||||
access_repor_crm_lead_section,report.crm.lead.section,model_report_crm_lead_section,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_lead_section_stage,report.crm.lead.section.stage,model_report_crm_lead_section_stage,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_lead_section_categ_stage,report.crm.lead.section.categ.stage,model_report_crm_lead_section_categ_stage,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_lead_section_categ_type,report.crm.lead.section.categ.type,model_report_crm_lead_section_categ_type,crm.group_crm_manager,1,0,0,
|
||||
access_report_crm_lead_section_type,report.crm.lead.section.type,model_report_crm_lead_section_type,crm.group_crm_manager,1,0,0,
|
||||
access_report_crm_opportunity_user,report.crm.opportunity.user,model_report_crm_opportunity_user,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_opportunity_categ,report.crm.opportunity.categ,model_report_crm_opportunity_categ,crm.group_crm_manager,1,0,0,0
|
||||
access_repor_crm_opportunity_section,report.crm.opportunity.section,model_report_crm_opportunity_section,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_opportunity_section_categ_stage,report.crm.opportunity.section.categ.stage,model_report_crm_opportunity_section_categ_stage,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_opportunity_section_categ_type,report.crm.opportunity.section.categ.type,model_report_crm_opportunity_section_categ_type,crm.group_crm_manager,1,0,0,
|
||||
access_report_crm_opportunity_section_type,report.crm.opportunity.section.type,model_report_crm_opportunity_section_type,crm.group_crm_manager,1,0,0,
|
||||
access_report_crm_phonecall_user,report.crm.phonecall.user,model_report_crm_phonecall_user,crm.group_crm_manager,1,0,0,0
|
||||
access_report_crm_phonecall_categ,report.crm.phonecall.categ,model_report_crm_phonecall_categ,crm.group_crm_manager,1,0,0,0
|
||||
access_repor_crm_phonecall_section,report.crm.phonecall.section,model_report_crm_phonecall_section,crm.group_crm_manager,1,0,0,0
|
||||
|
|
|
@ -37,7 +37,7 @@
|
|||
'init_xml': [],
|
||||
'update_xml': [
|
||||
#'security/resource_security.xml',
|
||||
# 'security/ir.model.access.csv',
|
||||
'security/ir.model.access.csv',
|
||||
'resource_view.xml',
|
||||
],
|
||||
'demo_xml': ['resource_demo.xml'
|
||||
|
|
|
|||
|
|
@ -1,5 +1,5 @@
|
|||
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
|
||||
"access_hr_timesheet_group","resource.calendar","model_resource_calendar","hr.group_hr_user",1,0,0,0
|
||||
"access_hr_timesheet","hr.timesheet","model_hr_timesheet","hr.group_hr_user",1,1,1,1
|
||||
"access_hr_timesheet_manager","hr.timesheet manager","model_hr_timesheet","hr.group_hr_manager",1,1,1,1
|
||||
"access_hr_timesheet_group_manager","hr.timesheet.group.manager","model_hr_timesheet_group","hr.group_hr_manager",1,1,1,1
|
||||
"access_resource_calendar","resource.calendar","model_resource_calendar","base.group_user",1,0,0,0
|
||||
"access_resource_calendar_week","resource.calendar.week","model_resource_calendar_week","base.group_user",1,0,0,0
|
||||
"access_resource_resource","resource.resource","model_resource_resource","base.group_user",1,0,0,0
|
||||
"access_resource_calendar_leaves","resource.calendar.leaves","model_resource_calendar_leaves","base.group_user",1,0,0,0
|
||||
|
|
|
@ -16,3 +16,10 @@
|
|||
"access_stock_location_product_manager","stock.location product manager","model_stock_location","product.group_product_manager",1,0,0,0
|
||||
"access_stock_lines_date","report.stock.lines.date all","model_report_stock_lines_date",,1,0,0,0
|
||||
"access_stock_report_tracklots","stock.report.tracklots","model_stock_report_tracklots","stock.group_stock_user",1,1,1,1
|
||||
"access_report_products_to_received_planned","report.products.to.received.planned","model_report_products_to_received_planned","stock.group_stock_user",1,0,0,0
|
||||
"access_report_delivery_products_planned","report.delivery.products.planned","model_report_delivery_products_planned","stock.group_stock_user",1,0,0,0
|
||||
"access_stock_move_track","stock.move.track","model_stock_move_track","stock.group_stock_user",1,0,0,0
|
||||
"access_stock_move_consume","stock.move.consume","model_stock_move_consume","stock.group_stock_user",1,0,0,0
|
||||
"access_stock_move_scrap","stock.move.scrap","model_stock_move_scrap","stock.group_stock_user",1,0,0,0
|
||||
"access_stock_move_split","stock.move.split","model_stock_move_split","stock.group_stock_user",1,0,0,0
|
||||
"access_stock_move_split_lines","stock.move.split.lines","model_stock_move_split_lines","stock.group_stock_user",1,0,0,0
|
||||
|
|
|
@ -110,13 +110,13 @@ class stock_move_scrap(osv.osv_memory):
|
|||
stock_move_scrap()
|
||||
|
||||
|
||||
class spilt_in_production_lot(osv.osv_memory):
|
||||
_name = "stock.move.spilt"
|
||||
class split_in_production_lot(osv.osv_memory):
|
||||
_name = "stock.move.split"
|
||||
_description = "Split in Production lots"
|
||||
|
||||
_columns = {
|
||||
'product_id': fields.many2one('product.product', 'Product', required=True, select=True),
|
||||
'line_ids': fields.one2many('stock.move.spilt.lines', 'lot_id', 'Lots Number')
|
||||
'line_ids': fields.one2many('stock.move.split.lines', 'lot_id', 'Lots Number')
|
||||
}
|
||||
|
||||
def _get_product_id(self, cr, uid, context):
|
||||
|
|
@ -185,17 +185,17 @@ class spilt_in_production_lot(osv.osv_memory):
|
|||
|
||||
|
||||
return new_move
|
||||
spilt_in_production_lot()
|
||||
split_in_production_lot()
|
||||
|
||||
class stock_move_spilt_lines(osv.osv_memory):
|
||||
_name = "stock.move.spilt.lines"
|
||||
class stock_move_split_lines(osv.osv_memory):
|
||||
_name = "stock.move.split.lines"
|
||||
_description = "Split lines"
|
||||
|
||||
_columns = {
|
||||
'name': fields.char('Tracking serial', size=64),
|
||||
'quantity': fields.integer('Quantity'),
|
||||
'use_exist' : fields.boolean('Use Exist'),
|
||||
'lot_id': fields.many2one('stock.move.spilt', 'Lot'),
|
||||
'lot_id': fields.many2one('stock.move.split', 'Lot'),
|
||||
'action': fields.selection([('split','Split'),('keepinone','Keep in one lot')],'Action'),
|
||||
}
|
||||
_defaults = {
|
||||
|
|
@ -203,4 +203,4 @@ class stock_move_spilt_lines(osv.osv_memory):
|
|||
'action' : lambda *x: 'split',
|
||||
}
|
||||
|
||||
stock_move_spilt_lines()
|
||||
stock_move_split_lines()
|
||||
|
|
|
|||
|
|
@ -100,7 +100,7 @@
|
|||
|
||||
<record id="view_split_in_lots" model="ir.ui.view">
|
||||
<field name="name">Split in lots</field>
|
||||
<field name="model">stock.move.spilt</field>
|
||||
<field name="model">stock.move.split</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Split in lots">
|
||||
|
|
@ -131,7 +131,7 @@
|
|||
<record id="track_line" model="ir.actions.act_window">
|
||||
<field name="name">Split in lots</field>
|
||||
<field name="type">ir.actions.act_window</field>
|
||||
<field name="res_model">stock.move.spilt</field>
|
||||
<field name="res_model">stock.move.split</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
|
|
|
|||
Loading…
Reference in New Issue