[REM]: crm: Removed crm.case report files
bzr revid: rpa@tinyerp.com-20100506063638-e8tgtbvrk0rp5qqs
This commit is contained in:
rpa (Open ERP)
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a139623586
commit
6c9331f6ea
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from osv import fields, osv
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import tools
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AVAILABLE_STATES = [
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('draft','Draft'),
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('open','Open'),
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('cancel', 'Cancelled'),
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('done', 'Closed'),
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('pending','Pending')
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]
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AVAILABLE_PRIORITIES = [
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('5', 'Lowest'),
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('4', 'Low'),
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('3', 'Normal'),
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('2', 'High'),
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('1', 'Highest')
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]
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class crm_case_report(osv.osv):
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""" Cases and section """
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_name = "crm.case.report"
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_description = "Cases and section"
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_auto = False
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def _get_data(self, cr, uid, ids, field_name, arg, context={}):
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""" @param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of case and section Data’s IDs
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@param context: A standard dictionary for contextual values """
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res = {}
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state_perc = 0.0
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avg_ans = 0.0
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for case in self.browse(cr, uid, ids, context):
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if field_name != 'avg_answers':
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state = field_name[5:]
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cr.execute("select count(*) from crm_opportunity where \
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section_id =%s and state='%s'"%(case.section_id.id, state))
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state_cases = cr.fetchone()[0]
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perc_state = (state_cases / float(case.nbr)) * 100
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res[case.id] = perc_state
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else:
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model_name = self._name.split('report.')
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if len(model_name) < 2:
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res[case.id] = 0.0
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else:
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model_name = model_name[1]
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cr.execute("select count(*) from crm_case_log l, ir_model m \
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where l.model_id=m.id and m.model = '%s'" , model_name)
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logs = cr.fetchone()[0]
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avg_ans = logs / case.nbr
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res[case.id] = avg_ans
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return res
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_columns = {
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'name': fields.char('Year', size=64, required=False, readonly=True),
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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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'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
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'avg_answers': fields.function(_get_data, string='Avg. Answers', method=True, type="integer"),
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'perc_done': fields.function(_get_data, string='%Done', method=True, type="float"),
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'perc_cancel': fields.function(_get_data, string='%Cancel', method=True, type="float"),
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'month':fields.selection([('01', 'January'), ('02', 'February'), \
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('03', 'March'), ('04', 'April'),\
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('05', 'May'), ('06', 'June'), \
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('07', 'July'), ('08', 'August'),\
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('09', 'September'), ('10', 'October'),\
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('11', 'November'), ('12', 'December')], 'Month', readonly=True),
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'company_id': fields.many2one('res.company', 'Company', readonly=True),
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'create_date': fields.datetime('Create Date', readonly=True),
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'day': fields.char('Day', size=128, readonly=True)
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}
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_order = 'name desc, user_id'
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def init(self, cr):
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""" @param cr: the current row, from the database cursor """
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tools.drop_view_if_exists(cr, 'crm_case_report')
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cr.execute("""
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create or replace view crm_case_report 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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to_char(c.create_date, 'YYYY-MM-DD') as day,
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c.state,
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c.user_id,
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c.section_id,
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c.company_id,
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count(*) as nbr,
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c.create_date as create_date
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from
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crm_case c
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),
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c.state, c.user_id,c.section_id,c.company_id
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,c.create_date,to_char(c.create_date, 'YYYY-MM-DD')
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)""")
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crm_case_report()
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class report_crm_case_service_dashboard(osv.osv):
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""" Report of Closed and Open CRM Cases within past 15 days """
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_name = "report.crm.case.service.dashboard"
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_description = "Report of Closed and Open CRM Cases within past 15 days"
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_auto = False
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_columns = {
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'date_deadline': fields.datetime('Deadline', readonly=True),
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'name': fields.char('Description', size=64, readonly=True),
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'user_id': fields.many2one('res.users', 'Responsible', readonly=True),
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'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
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'create_date' : fields.datetime('Create Date', readonly=True)
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}
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_order = 'create_date'
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def init(self, cr):
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""" @param cr: the current row, from the database cursor """
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cr.execute("""create or replace view report_crm_case_service_dashboard as (
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select
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cse.id as id, cse.date_deadline as date_deadline,
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cse.name as name, cse.user_id as user_id,
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cse.state as state,
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cse.create_date as create_date
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from
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crm_case cse
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where
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(cse.state='done')
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OR
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((to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') <= CURRENT_DATE)
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AND
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(to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') > (CURRENT_DATE-15))
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AND
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cse.state='open')
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)""")
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report_crm_case_service_dashboard()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -1,235 +0,0 @@
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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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<!-- CRM Case Report Tree View -->
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<record id="view_crm_case_tree" model="ir.ui.view">
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<field name="name">crm.case.report.tree</field>
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<field name="model">crm.case.report</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Cases">
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<field name="name" />
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<field name="month"/>
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<field name="user_id"/>
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<field name="company_id"/>
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<field name="section_id"/>
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<field name="nbr"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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<!-- CRM Case Report Form View -->
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<record id="view_crm_case_form" model="ir.ui.view">
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<field name="name">crm.case.report.form</field>
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<field name="model">>crm.case.report</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Cases">
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<field name="name" select="1"/>
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<field name="month" select="1"/>
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<field name="user_id" select="1"/>
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<field name="section_id" select="1"/>
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<field name="nbr" select="1"/>
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<field name="state" select="1"/>
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</form>
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</field>
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</record>
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<!-- CRM Case Report Graph View -->
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<record id="view_crm_case_graph" model="ir.ui.view">
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<field name="name">crm.case.report</field>
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<field name="model">crm.case.report</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="Cases 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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<!-- CRM Case Report Search View -->
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<record id="view_crm_report_filter" model="ir.ui.view">
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<field name="name">crm.case.report.select</field>
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<field name="model">crm.case.report</field>
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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">
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<group col="16" colspan="8">
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<!-- <filter string="This Year" name="This Year" icon="terp-hr"
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domain="[('name','=',time.localtime()[0])]"/>-->
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<filter string="This Year" icon="terp-hr"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
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<!-- <filter string="This Month" name="This Year" icon="terp-hr"
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domain="[('month','=',time.strftime('%%m'))]" />-->
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<filter string="This Month" icon="terp-hr" name="This Month"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
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<filter icon="gtk-media-rewind" string="7 Days" separator="1"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
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<separator orientation="vertical" />
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<filter icon="terp-hr"
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string="Draft"
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domain="[('state','=','draft')]"/>
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<filter icon="terp-hr"
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string="Open"
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domain="[('state','=','open')]"/>
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<filter icon="terp-hr"
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string="Pending"
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domain="[('state','=','pending')]"/>
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<separator orientation="vertical" />
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<field name="section_id"
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default="context.get('section_id', False)"
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widget="selection"
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context="{'invisible_section': False}">
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<filter icon="terp-crm"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My section" />
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</field>
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<field name="company_id" widget="selection">
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<filter icon="terp-crm"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id.company_id','=',uid)]"
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help="My company"/>
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</field>
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<field name="user_id" select="1" widget="selection">
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<filter icon="terp-crm" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
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</field>
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</group>
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<newline/>
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<group expand="0" string="Extended options..." colspan="10" col="12">
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<filter icon="terp-sale"
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string="Done"
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domain="[('state','=','done')]"/>
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<filter icon="terp-sale"
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string="Cancel"
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domain="[('state','=','cancel')]"/>
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</group>
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<newline/>
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<group expand="1" string="Group By..." colspan="4" col="8">
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<filter string="User" name="User" icon="terp-sale"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Company" icon="terp-sale"
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domain="[]"
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context="{'group_by':'company_id'}" />
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<filter string="Section" icon="terp-sale"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<separator orientation="vertical" />
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<filter string="State" icon="terp-sale"
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domain="[]" context="{'group_by':'state'}" />
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<filter string="Category" icon="terp-sale"
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domain="[]" context="{'group_by':'categ_id'}" />
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<separator orientation="vertical" />
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<filter string="Day" icon="terp-sale"
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domain="[]" context="{'group_by':'day'}"/>
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<filter string="Month" icon="terp-sale"
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domain="[]" context="{'group_by':'month'}" />
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<filter string="Year" icon="terp-sale"
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domain="[]" context="{'group_by':'name'}" />
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</group>
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</search>
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</field>
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</record>
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<menuitem id="base.next_id_64" name="Reporting" parent="base.menu_base_partner" sequence="8"/>
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<!-- CRM Case Report Action -->
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<record id="action_report_crm_case_tree" model="ir.actions.act_window">
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<field name="name">Cases</field>
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<field name="res_model">crm.case.report</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="search_view_id" ref="view_crm_case_filter"/>
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</record>
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<act_window domain="[('user_id', '=', active_id)]"
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id="act_res_users_2_report_crm_case_user" name="Monthly cases"
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res_model="crm.case.report" src_model="res.users" />
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<act_window domain="[('section_id', '=', active_id)]"
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id="act_crm_case_section_2_report_crm_case_user"
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name="Monthly cases by user" res_model="crm.case.report"
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src_model="crm.case.section" />
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<act_window domain="[('section_id', '=', active_id)]"
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id="act_crm_case_section_2_report_crm_case_categ"
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name="Monthly cases by Sales Team" res_model="crm.case.report"
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src_model="crm.case.section" />
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<!-- Closed & Open CRM Case view for Random Activities dashboard Tree View -->
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<record id="board_view_crm_case_open_dashboard_tree" model="ir.ui.view">
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<field name="name">report.crm.case.service.dashboard.tree</field>
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<field name="model">report.crm.case.service.dashboard</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="CRM Cases">
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<field name="create_date" select="1"/>
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<field name="date_deadline"/>
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<field name="name" select="1"/>
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<field name="user_id" select="2"/>
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<field name="state" />
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</tree>
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</field>
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</record>
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<record id="board_view_crm_case_done_dashboard_tree" model="ir.ui.view">
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<field name="name">report.crm.case.service.dashboard.tree</field>
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<field name="model">report.crm.case.service.dashboard</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="CRM Cases">
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<field name="name"/>
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<field name="user_id" select="2"/>
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<field name="state" />
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</tree>
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</field>
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</record>
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<!-- Closed & Open CRM Case view for Random Activities dashboard Action -->
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<record id="action_view_closed_crm_case_dashboard" model="ir.actions.act_window">
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<field name="name">Closed CRM Cases Within Past 15 Days</field>
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<field name="res_model">report.crm.case.service.dashboard</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="board_view_crm_case_done_dashboard_tree"/>
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<field name="domain">[('state','=','done')]</field>
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</record>
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<record id="action_view_open_crm_case_dashboard" model="ir.actions.act_window">
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<field name="name">Open CRM Cases Within Past 15 Days</field>
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<field name="res_model">report.crm.case.service.dashboard</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="board_view_crm_case_open_dashboard_tree"/>
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<field name="domain">[('state','=','open')]</field>
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</record>
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</data>
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</openerp>
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