[ADD]: report_crm: Added report files for lead.
bzr revid: uco@tinyerp.co.in-20100120064551-5gwkuxm2wc2chf11
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uco (OpenERP)
parent
d07efd8215
commit
55d0e280e5
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@ -20,6 +20,7 @@
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##############################################################################
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import report_crm
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import report_crm_lead
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -30,7 +30,7 @@
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'website': 'http://www.openerp.com',
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'depends': ['crm'],
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'init_xml': [],
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'update_xml': ['security/ir.model.access.csv', 'report_crm_view.xml'],
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'update_xml': ['security/ir.model.access.csv', 'report_crm_view.xml', 'report_crm_lead_view.xml'],
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'demo_xml': [],
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'installable': True, #TODO : After fixed problems , set True
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'active': False,
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@ -39,7 +39,6 @@ class report_crm_case_user(osv.osv):
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'user_id':fields.many2one('res.users', 'User', readonly=True),
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'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
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'nbr': fields.integer('# of Cases', readonly=True),
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'probability': fields.float('Avg. Probability', readonly=True),
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'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
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'month':fields.selection([('01','January'), ('02','February'), ('03','March'), ('04','April'), ('05','May'), ('06','June'),
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('07','July'), ('08','August'), ('09','September'), ('10','October'), ('11','November'), ('12','December')],'Month',readonly=True),
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@ -0,0 +1,77 @@
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from osv import fields,osv
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import tools
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class report_crm_lead_user(osv.osv):
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_name = "report.crm.lead.user"
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_description = "Leads by user and section"
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_auto = False
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_inherit = "report.crm.case.user"
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_columns = {
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'probability': fields.float('Avg. Probability', readonly=True),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
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'amount_costs': fields.float('Est.Cost', readonly=True),
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'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
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'delay_close': fields.char('Delay to close', size=20, readonly=True),
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}
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'report_crm_lead_user')
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cr.execute("""
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create or replace view report_crm_lead_user as (
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select
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min(c.id) as id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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c.state,
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c.user_id,
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c.section_id,
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count(*) as nbr,
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sum(planned_revenue) as amount_revenue,
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sum(planned_cost) as amount_costs,
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sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
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avg(probability)::decimal(16,2) as probability,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_lead c
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id
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)""")
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report_crm_lead_user()
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class report_crm_lead_categ(osv.osv):
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_name = "report.crm.lead.categ"
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_description = "Leads by section and category"
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_auto = False
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_inherit = "report.crm.case.categ"
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_columns = {
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'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]"),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
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'amount_costs': fields.float('Est.Cost', readonly=True),
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'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
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'probability': fields.float('Avg. Probability', readonly=True),
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'delay_close': fields.char('Delay Close', size=20, readonly=True),
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}
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'report_crm_lead_categ')
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cr.execute("""
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create or replace view report_crm_lead_categ as (
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select
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min(c.id) as id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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c.categ_id,
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c.state,
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c.section_id,
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count(*) as nbr,
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sum(planned_revenue) as amount_revenue,
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sum(planned_cost) as amount_costs,
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sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
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avg(probability)::decimal(16,2) as probability,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_lead c
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group by c.categ_id,to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
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)""")
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report_crm_lead_categ()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,142 @@
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!--
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Leads by user and section
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-->
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<record id="view_crm_lead_user_tree" model="ir.ui.view">
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<field name="name">report.crm.lead.user.tree</field>
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<field name="model">report.crm.lead.user</field>
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<field name="inherit_id" ref="view_crm_case_user_tree"/>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<field name="nbr" position="after">
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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</field>
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</field>
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</record>
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<record id="view_crm_lead_user_form" model="ir.ui.view">
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<field name="name">report.crm.lead.user.form</field>
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<field name="model">report.crm.lead.user</field>
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<field name="inherit_id" ref="view_crm_case_user_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="nbr" position="after">
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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</field>
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</field>
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</record>
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<record id="view_crm_lead_user_graph" model="ir.ui.view">
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<field name="name">report.crm.lead.user.graph</field>
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<field name="model">report.crm.lead.user</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="Leads by User and Section" type="bar">
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<field name="state"/>
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<field name="nbr" operator="+"/>
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<field group="True" name="user_id"/>
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</graph>
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</field>
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</record>
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<record id="view_crm_lead_user_filter" model="ir.ui.view">
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<field name="name">report.crm.lead.user.select</field>
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<field name="model">report.crm.lead.user</field>
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<field name="inherit_id" ref="view_crm_case_user_filter"/>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<field name="state" position="before">
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</field>
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</field>
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</record>
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<record id="action_report_crm_lead_user_tree" model="ir.actions.act_window">
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<field name="name">Leads by User and Section</field>
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<field name="res_model">report.crm.lead.user</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_id" ref="view_crm_lead_user_tree"/>
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<field name="search_view_id" ref="view_crm_lead_user_filter"/>
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</record>
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<menuitem name="Leads" id="menu_crm_leads_tree" parent="crm.next_id_52"/>
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<menuitem action="action_report_crm_lead_user_tree" id="menu_crm_lead_user_tree" parent="menu_crm_leads_tree"/>
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<!-- # Leads by section and category of case -->
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<record id="view_crm_lead_categ_tree" model="ir.ui.view">
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<field name="name">report.crm.lead.categ.tree</field>
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<field name="model">report.crm.lead.categ</field>
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<field name="inherit_id" ref="view_crm_case_categ_tree"/>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<field name="nbr" position="after">
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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</field>
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</field>
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</record>
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<record id="view_crm_lead_categ_form" model="ir.ui.view">
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<field name="name">report.crm.lead.categ.form</field>
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<field name="model">report.crm.lead.categ</field>
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<field name="inherit_id" ref="view_crm_case_categ_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="nbr" position="after">
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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</field>
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</field>
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</record>
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<record id="view_crm_lead_categ_graph" model="ir.ui.view">
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<field name="name">report.crm.lead.categ.graph</field>
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<field name="model">report.crm.lead.categ</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="Leads by Section and Categories" type="bar">
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<field name="state"/>
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<field name="nbr" operator="+"/>
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<field group="True" name="categ_id"/>
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</graph>
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</field>
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</record>
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<record id="view_crm_lead_categ_filter" model="ir.ui.view">
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<field name="name">report.crm.lead.categ.select</field>
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<field name="model">report.crm.lead.categ</field>
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<field name="inherit_id" ref="view_crm_case_categ_filter"/>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<field name="state" position="before">
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</field>
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</field>
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</record>
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<record id="action_report_crm_lead_categ_tree" model="ir.actions.act_window">
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<field name="name">Leads by Categories and Section</field>
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<field name="res_model">report.crm.lead.categ</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_id" ref="view_crm_lead_categ_tree"/>
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<field name="search_view_id" ref="view_crm_lead_categ_filter"/>
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</record>
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<menuitem action="action_report_crm_lead_categ_tree" id="menu_crm_lead_categ_tree" parent="menu_crm_leads_tree"/>
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</data>
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</openerp>
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