[FIX] crm: added date_last_stage_update in crm + report

bzr revid: tde@openerp.com-20130717141336-ul8xwlveh3c1w9y9

addons/crm/crm_lead.py

@@ -246,11 +246,12 @@ class crm_lead(format_address, osv.osv):
                         domain="['&', ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"),
         'user_id': fields.many2one('res.users', 'Salesperson', select=True, track_visibility='onchange'),
         'referred': fields.char('Referred By', size=64),
-        'date_open': fields.datetime('Opened', readonly=True),
+        'date_open': fields.datetime('Assigned', readonly=True),
         'day_open': fields.function(_compute_day, string='Days to Open', \
                                 multi='day_open', type="float", store=True),
         'day_close': fields.function(_compute_day, string='Days to Close', \
                                 multi='day_close', type="float", store=True),
+        'date_last_stage_update': fields.datetime('Last Stage Update', select=True),
 
         # Only used for type opportunity
         'probability': fields.float('Success Rate (%)', group_operator="avg"),
@@ -295,6 +296,7 @@ class crm_lead(format_address, osv.osv):
         '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],
         'color': 0,
+        'date_last_stage_update': fields.datetime.now(),
     }
 
     _sql_constraints = [
@@ -678,7 +680,7 @@ class crm_lead(format_address, osv.osv):
             'phone': customer and customer.phone or lead.phone,
         }
         if not lead.stage_id or lead.stage_id.type=='lead':
-            val['stage_id'] = self.stage_find(cr, uid, [lead], section_id, [('state', '=', 'draft'),('type', 'in', ('opportunity','both'))], context=context)
+            val['stage_id'] = self.stage_find(cr, uid, [lead], section_id, [('sequence', '=', '1'), ('type', 'in', ('opportunity','both'))], context=context)
         return val
 
     def convert_opportunity(self, cr, uid, ids, partner_id, user_ids=False, section_id=False, context=None):
@@ -918,6 +920,10 @@ class crm_lead(format_address, osv.osv):
         return super(crm_lead, self).create(cr, uid, vals, context=create_context)
 
     def write(self, cr, uid, ids, vals, context=None):
+        # stage change: update date_last_stage_update
+        if 'stage_id' in vals:
+            vals['date_last_stage_update'] = fields.datetime.now()
+        # stage change with new stage: update probability
         if vals.get('stage_id') and not vals.get('probability'):
             onchange_stage_values = self.onchange_stage_id(cr, uid, ids, vals.get('stage_id'), context=context)['value']
             vals.update(onchange_stage_values)

addons/crm/crm_lead_view.xml

@@ -545,7 +545,7 @@
                     <field name="section_id" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
                     <field name="user_id"/>
                     <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
-                    <field name="stage_id"/>
+                    <field name="stage_id" domain="[]"/>
                     <field name="probability"/>
                     <separator/>
                     <filter string="New" name="new"

addons/crm/report/crm_lead_report.py

@@ -58,8 +58,9 @@ class crm_lead_report(osv.osv):
 
         # other date fields
         'create_date': fields.datetime('Create Date', readonly=True),
-        'opening_date': fields.date('Opening Date', readonly=True),
+        'opening_date': fields.date('Assignation Date', readonly=True),
         'date_closed': fields.date('Close Date', readonly=True),
+        'date_last_stage_update': fields.datetime('Last Stage Update', readonly=True),
 
         # durations
         'delay_open': fields.float('Delay to Assign',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
@@ -97,7 +98,6 @@ class crm_lead_report(osv.osv):
             CREATE OR REPLACE VIEW crm_lead_report AS (
                 SELECT
                     id,
-
                     to_char(c.date_deadline, 'YYYY') as deadline_year,
                     to_char(c.date_deadline, 'MM') as deadline_month,
                     to_char(c.date_deadline, 'YYYY-MM-DD') as deadline_day,
@@ -109,6 +109,8 @@ class crm_lead_report(osv.osv):
                     to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
                     to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
 
+                    date_trunc('day',c.date_last_stage_update) as date_last_stage_update,
+
                     c.user_id,
                     c.probability,
                     c.stage_id,

addons/crm/report/crm_lead_report_view.xml

@@ -13,6 +13,7 @@
                 <field name="creation_month" invisible="1"/>
                 <field name="creation_day" invisible="1"/>
                 <field name="deadline_month" invisible="1"/>
+                <field name="date_last_stage_update" invisible="1"/>
                 <field name="stage_id"  invisible="1"/>
                 <field name="type_id" invisible="1"/>
                 <field name="channel_id" invisible="1"/>
@@ -121,6 +122,7 @@
                         <separator orientation="vertical" />
                         <filter string="Exp. Closing"  icon="terp-go-month"
                             domain="[]" context="{'group_by':'deadline_month'}"/>
+                        <filter string="Last Stage Update" context="{'group_by':'date_last_stage_update'}" />
                     </group>
                 </search>
             </field>
@@ -152,6 +154,7 @@
                 <field name="planned_revenue" sum="Planned Revenues"/>
                 <field name="delay_open" sum='Delay to Assign'/>
                 <field name="delay_close" sum='Delay to close'/>
+                <field name="date_last_stage_update"/>
                 <field name="delay_expected"/>
                 <field name="probability" widget="progressbar"/>
                 <field name="probable_revenue"/>