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[IMP]: crm: Improvement in Days to open, days to close function in lead 

bzr revid: rpa@tinyerp.com-20100405061250-3rl3rd0ku8qzdnbb
This commit is contained in:
rpa (Open ERP) 2010-04-05 11:42:50 +05:30
parent d3a67d3763
commit 470ee954cd
5 changed files with 79 additions and 88 deletions
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1
addons/crm/__terp__.py
View File

@ -48,6 +48,7 @@ between mails and Open ERP.""",
'process',
'mail_gateway',
'base_calendar',
'resource',
],
'init_xml': ['crm_data.xml',
'crm_meeting_data.xml',

18
addons/crm/crm.py
View File

@ -63,6 +63,7 @@ class crm_case_section(osv.osv):
in the 'Reply-To' of all emails sent by Open ERP about cases in this sales team"),
'parent_id': fields.many2one('crm.case.section', 'Parent Section'),
'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Sections'),
'resource_calendar_id': fields.many2one('resource.calendar', "Resource's Calendar"),
}
_defaults = {
@ -130,7 +131,7 @@ class crm_case_categ(osv.osv):
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
'object_id': fields.many2one('ir.model', 'Object Name'),
}
def _find_object_id(self, cr, uid, context=None):
"""
@ -143,8 +144,8 @@ class crm_case_categ(osv.osv):
object_id = context and context.get('object_id', False) or False
ids = self.pool.get('ir.model').search(cr, uid, [('model', '=', object_id)])
return ids and ids[0]
_defaults = {
_defaults = {
'object_id' : _find_object_id
}
#
@ -163,7 +164,7 @@ class crm_case_resource_type(osv.osv):
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
'object_id': fields.many2one('ir.model', 'Object Name'),
}
def _find_object_id(self, cr, uid, context=None):
"""
@param self: The object pointer
@ -203,7 +204,7 @@ class crm_case_stage(osv.osv):
help="Change Probability on next and previous stages."),
'requirements': fields.text('Requirements')
}
def _find_object_id(self, cr, uid, context=None):
"""
@ -352,7 +353,7 @@ class crm_case(osv.osv):
\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
'company_id': fields.many2one('res.company', 'Company'),
}
def _get_default_partner_address(self, cr, uid, context):
"""
@ -687,7 +688,6 @@ class crm_case(osv.osv):
return {'value': data}
def case_close(self, cr, uid, ids, *args):
"""
@param self: The object pointer
@param cr: the current row, from the database cursor,
@ -707,7 +707,6 @@ class crm_case(osv.osv):
return True
def case_escalate(self, cr, uid, ids, *args):
"""
@param self: The object pointer
@param cr: the current row, from the database cursor,
@ -734,7 +733,6 @@ class crm_case(osv.osv):
def case_open(self, cr, uid, ids, *args):
"""
@param self: The object pointer
@param cr: the current row, from the database cursor,
@ -749,13 +747,13 @@ class crm_case(osv.osv):
data = {'state': 'open', 'active': True}
if not case.user_id:
data['user_id'] = uid
data.update({'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
self.write(cr, uid, ids, data)
self._action(cr, uid, cases, 'open')
return True
def case_cancel(self, cr, uid, ids, *args):
"""
@param self: The object pointer
@param cr: the current row, from the database cursor,

134
addons/crm/crm_lead.py
View File

@ -33,8 +33,7 @@ class crm_lead(osv.osv):
_order = "priority desc, id desc"
_inherit = ['res.partner.address', 'crm.case']
def _compute_openday(self, cr, uid, ids, name, args, context={}):
def _compute_day(self, cr, uid, ids, fields, args, context={}):
"""
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@ -42,77 +41,68 @@ class crm_lead(osv.osv):
@return: difference between current date and log date
@param context: A standard dictionary for contextual values
"""
log_obj = self.pool.get('crm.case.log')
model_obj = self.pool.get('ir.model')
cal_obj = self.pool.get('resource.calendar')
result = {}
for r in self.browse(cr, uid, ids , context):
result[r.id] = 0
model_id = self.pool.get('ir.model').search(cr, uid, [('model', '=', 'crm.lead')])
log_obj = self.pool.get('crm.case.log')
hist_id = log_obj.search(cr, uid, [('model_id', '=', model_id[0]), \
('res_id', '=', r.id), \
('name', '=', 'Open')])
model_ids = model_obj.search(cr, uid, [('model', '=', self._name)])
model_id = False
if len(model_ids):
model_id = model_ids[0]
if hist_id:
# Considering last log for opening case
log = log_obj.browse(cr, uid, hist_id[-1])
date_lead_open = datetime.strptime(r.create_date, "%Y-%m-%d %H:%M:%S")
date_log_open = datetime.strptime(log.date, "%Y-%m-%d %H:%M:%S")
ans = date_lead_open - date_log_open
duration = float(ans.days) + (float(ans.seconds) / 86400)
result[r.id] = abs(int(duration))
return result
res = {}
for lead in self.browse(cr, uid, ids , context):
for field in fields:
res[lead.id] = {}
duration = 0
if field == 'day_open':
if lead.date_open:
date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
date_open = datetime.strptime(lead.date_open, "%Y-%m-%d %H:%M:%S")
def _compute_closeday(self, cr, uid, ids, name, args, context={}):
ans = date_open - date_create
duration = float(ans.days) + (float(ans.seconds) / 86400)
"""
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of closeday’s IDs
@param context: A standard dictionary for contextual values
@return: difference between current date and closed date
"""
elif field == 'day_close':
if lead.date_closed:
date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
date_close = datetime.strptime(lead.date_closed, "%Y-%m-%d %H:%M:%S")
result = {}
for r in self.browse(cr, uid, ids , context):
result[r.id] = 0
if r.date_closed:
date_create = datetime.strptime(r.create_date, "%Y-%m-%d %H:%M:%S")
date_close = datetime.strptime(r.date_closed, "%Y-%m-%d %H:%M:%S")
ans = date_close - date_create
duration = float(ans.days) + (float(ans.seconds) / 86400)
result[r.id] = abs(int(duration))
return result
ans = date_close - date_create
duration = float(ans.days) + (float(ans.seconds) / 86400)
res[lead.id][field] = abs(int(duration))
return res
_columns = {
'categ_id': fields.many2one('crm.case.categ', 'Lead Source', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.opportunity')]"),
('object_id.model', '=', 'crm.opportunity')]"),
'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.lead')]"),
'partner_name': fields.char("Contact Name", size=64),
('object_id.model', '=', 'crm.lead')]"),
'partner_name': fields.char("Contact Name", size=64),
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
'date_closed': fields.datetime('Closed', readonly=True),
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
'date_closed': fields.datetime('Closed', readonly=True),
'stage_id': fields.many2one('crm.case.stage', 'Stage', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.lead')]"),
'opportunity_id': fields.many2one('crm.opportunity', 'Opportunity'),
('object_id.model', '=', 'crm.lead')]"),
'opportunity_id': fields.many2one('crm.opportunity', 'Opportunity'),
'user_id': fields.many2one('res.users', 'Salesman'),
'referred': fields.char('Referred By', size=32),
'day_open': fields.function(_compute_openday, string='Days to Open', \
method=True, type="integer", store=True),
'day_close': fields.function(_compute_closeday, string='Days to Close', \
method=True, type="integer", store=True),
'function_name' : fields.char('Function', size=64),
'user_id': fields.many2one('res.users', 'Salesman'),
'referred': fields.char('Referred By', size=32),
'date_open': fields.datetime('Opened', readonly=True),
'day_open': fields.function(_compute_day, string='Days to Open', \
method=True, multi='day_open', type="integer", store=True),
'day_close': fields.function(_compute_day, string='Days to Close', \
method=True, multi='day_close', type="integer", store=True),
'function_name': fields.char('Function', size=64),
}
_defaults = {
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
}
@ -144,29 +134,29 @@ class crm_lead(osv.osv):
if data_id:
view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id
value = {
'name': _('Create Partner'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity.partner',
'view_id': False,
'context': context,
'views': [(view_id1, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
'name': _('Create Partner'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity.partner',
'view_id': False,
'context': context,
'views': [(view_id1, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
'nodestroy': True
}
break
else:
value = {
'name': _('Create Opportunity'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity',
'view_id': False,
'context': context,
'views': [(view_id, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
'name': _('Create Opportunity'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity',
'view_id': False,
'context': context,
'views': [(view_id, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
'nodestroy': True
}
return value

9
addons/crm/crm_lead_view.xml
View File

@ -45,8 +45,8 @@
name="convert_opportunity"
string="Convert"
help="Convert into Opportunity"
icon="gtk-index"
type="object"
icon="gtk-index"
type="object"
attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
<newline />
<field name="section_id" colspan="1"
@ -131,8 +131,8 @@
<form string="Communication history">
<group col="7" colspan="4">
<field name="date"/>
<field name="email_to"/>
<field name="email_from"/>
<field name="email_to"/>
<field name="email_from"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
@ -174,6 +174,7 @@
<field name="create_date"/>
<field name="write_date"/>
<field name="date_closed"/>
<field name="date_open"/>
</group>
<group colspan="2" col="2">
<separator string="Statistics" colspan="2" col="2"/>

5
addons/crm/crm_view.xml
View File

@ -20,6 +20,7 @@
<field name="parent_id" select="2" widget="selection"/>
<field name="allow_unlink" select="2"/>
<field name="reply_to" select="2"/>
<field name="resource_calendar_id"/>
</page>
</notebook>
</form>
@ -363,7 +364,7 @@
<separator colspan="4" string="Action Information"/>
<field colspan="4" name="name"/>
<field name="date" select="2"/>
<field name="user_id" select="2"/>
<field name="user_id" select="2"/>
</form>
</field>
</page>
@ -376,7 +377,7 @@
<group col="7" colspan="4">
<field name="date"/>
<field name="email_to"/>
<field name="email_from"/>
<field name="email_from"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"