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[CHANGE] change opp assign reporter with assign date instead of creation date + remove find similar partner with lead name 

bzr revid: tfr@openerp.com-20110401122520-389zigbr34qe9u2m
This commit is contained in:
Thibault Francois 2011-04-01 14:25:20 +02:00
parent f3433d30aa
commit 609d962b97
3 changed files with 13 additions and 12 deletions
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3
addons/crm/wizard/crm_lead_to_partner.py
View File

@ -91,8 +91,7 @@ class crm_lead2partner(osv.osv_memory):
# Find partner name that matches the name of the lead
if not partner_ids and lead.partner_name:
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name)], context=context)
if not partner_ids:
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.name)], context=context)
partner_id = partner_ids and partner_ids[0] or False

12
addons/crm_partner_assign/report/crm_lead_report.py
View File

@ -37,7 +37,7 @@ class crm_lead_report_assign(osv.osv):
_auto = False
_description = "CRM Lead Report"
_columns = {
'name': fields.char('Year', size=64, required=False, readonly=True),
'year': fields.char('Year', size=64, required=False, readonly=True),
'partner_assigned_id':fields.many2one('res.partner', 'Partner', readonly=True),
'grade_id':fields.many2one('res.partner.grade', 'Grade', readonly=True),
'user_id':fields.many2one('res.users', 'User', readonly=True),
@ -51,7 +51,7 @@ class crm_lead_report_assign(osv.osv):
('09', 'September'), ('10', 'October'),\
('11', 'November'), ('12', 'December')], 'Month', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'partner_date': fields.date('Partner Date', readonly=True),
'date_assign': fields.date('Partner Date', readonly=True),
'create_date': fields.datetime('Create Date', readonly=True),
'day': fields.char('Day', size=128, readonly=True),
'delay_open': fields.float('Delay to Open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
@ -82,18 +82,20 @@ class crm_lead_report_assign(osv.osv):
CRM Lead Report
@param cr: the current row, from the database cursor
"""
print "WHATTT "
tools.drop_view_if_exists(cr, 'crm_lead_report_assign')
cr.execute("""
CREATE OR REPLACE VIEW crm_lead_report_assign AS (
SELECT
c.id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
to_char(c.create_date, 'YYYY-MM-DD') as day,
to_char(c.date_assign, 'YYYY') as year,
to_char(c.date_assign, 'MM') as month,
to_char(c.date_assign, 'YYYY-MM-DD') as day,
to_char(c.create_date, 'YYYY-MM-DD') as creation_date,
to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
c.state,
c.date_assign,
c.user_id,
c.probability,
c.probability as probability_max,

10
addons/crm_partner_assign/report/crm_lead_report_view.xml
View File

@ -69,17 +69,17 @@
domain="[]"
context="{'group_by':'company_id'}" />
<separator orientation="vertical" />
<filter string="Partner Date" icon="terp-go-today"
<filter string="Assign Date" icon="terp-go-today"
domain="[]"
name="group_partner_date"
context="{'group_by':'partner_date'}"/>
context="{'group_by':'date_assign'}"/>
<separator orientation="vertical"/>
<filter string="Day" icon="terp-go-today"
domain="[]" context="{'group_by':'day'}"/>
<filter string="Month" icon="terp-go-month"
domain="[]" context="{'group_by':'month'}" />
<filter string="Year" icon="terp-go-year"
domain="[]" context="{'group_by':'name'}" />
domain="[]" context="{'group_by':'year'}" />
</group>
</search>
@ -107,9 +107,9 @@
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Opportunities Assignment Analysis">
<field name="name" invisible="1"/>
<field name="year" invisible="1"/>
<field name="month" invisible="1"/>
<field name="partner_date" invisible="1"/>
<field name="date_assign" invisible="1"/>
<field name="section_id" invisible="1" groups="base.group_extended"/>
<field name="user_id" invisible="1"/>
<field name="grade_id" invisible="1" widget="selection"/>