[IMP] crm:-useability improvements in Reporting/Phone Calls Analysis
bzr revid: mtr@mtr-20100921093806-zcyigx1pz9yv7gk2
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mtr
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@ -50,11 +50,11 @@ class crm_phonecall(crm_case, osv.osv):
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'company_id': fields.many2one('res.company', 'Company'),
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'description': fields.text('Description'),
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'state': fields.selection([
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('draft', 'Draft'),
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('draft', 'Todo'),
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('open', 'Todo'),
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('cancel', 'Cancelled'),
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('done', 'Done'),
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('pending', 'Pending'),
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('done', 'Held'),
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('pending', 'Not Held'),
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], 'State', size=16, readonly=True,
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help='The state is set to \'Draft\', when a case is created.\
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\nIf the case is in progress the state is set to \'Open\'.\
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@ -24,11 +24,11 @@ import tools
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from crm import crm
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AVAILABLE_STATES = [
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('draft','Draft'),
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('open','Open'),
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('draft','Todo'),
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('open','Todo'),
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('cancel', 'Cancelled'),
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('done', 'Closed'),
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('pending','Pending')
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('done', 'Held'),
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('pending','Not Held')
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]
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@ -119,9 +119,9 @@ class crm_phonecall_report(osv.osv):
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create or replace view crm_phonecall_report as (
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select
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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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to_char(c.date, 'YYYY') as name,
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to_char(c.date, 'MM') as month,
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to_char(c.date, 'YYYY-MM-DD') as day,
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to_char(c.create_date, 'YYYY-MM-DD') as creation_date,
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to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
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to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
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@ -9,7 +9,7 @@
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<field name="model">crm.phonecall.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 colors="blue:state in ('draft');black:state in ('open','pending','done');gray:state in ('cancel') " string="Phone calls">
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<tree string="Phone calls">
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<field name="name" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1"/>
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@ -75,55 +75,53 @@
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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" icon="terp-go-year"
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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=" Year " icon="terp-go-year"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"/>
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<filter string="This Month" icon="terp-go-month" 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 string=" Month " icon="terp-go-month" name="This Month"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-%%m-01'))]"/>
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<filter icon="terp-go-week" 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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<filter icon="terp-go-week" string=" Month-1 " separator="1"
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domain="[('create_date','<=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','>',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"/>
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<separator orientation="vertical" />
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<filter icon="terp-check"
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string="Current"
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domain="[('state','in',('draft','oprn'))]"/>
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<filter icon="terp-hr"
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string="To Do"
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domain="[('state','in',('draft','open'))]"/>
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<filter icon="gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"/>
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<filter icon="terp-sale"
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<filter icon="terp-dialog-close"
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string="Done"
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domain="[('state','=','done')]"/>
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<separator orientation="vertical" />
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<filter string="Stage" icon="terp-crm" domain="[]"
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context="{'group_by':'stage_id'}" />
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<filter icon="terp-personal+"
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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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<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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context="{'invisible_section': False}">
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<filter icon="terp-personal+"
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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="user_id" select="1">
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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="1" string="Group By...">
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<filter string="User" name="User" icon="terp-personal"
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<filter string="Salesman" name="User" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Partner" icon="terp-personal" context="{'group_by':'partner_id'}" />
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<separator orientation="vertical" />
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<filter string="Section" icon="terp-sale"
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<filter string="Sales Team" icon="terp-personal+"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<filter string="Category" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<separator orientation="vertical" />
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<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<separator orientation="vertical"/>
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<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
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<filter string="Type" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<separator orientation="vertical" />
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<filter string="State" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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@ -133,11 +131,11 @@
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context="{'group_by':'company_id'}" />
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<separator orientation="vertical" />
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<filter string="Day" icon="terp-go-today"
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domain="[]" context="{'group_by':'day'}"/>
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domain="[]" context="{'group_by':'day'}" help="Date of call"/>
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<filter string="Month" icon="terp-go-month"
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domain="[]" context="{'group_by':'month'}" />
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domain="[]" context="{'group_by':'month'}" help="Month of call"/>
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<filter string="Year" icon="terp-go-year"
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domain="[]" context="{'group_by':'name'}" />
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domain="[]" context="{'group_by':'name'}" help="Year of call"/>
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</group>
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<newline/>
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@ -145,7 +143,7 @@
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<field name="partner_id"/>
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<separator orientation="vertical"/>
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<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
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<field string="Type" name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
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<separator orientation="vertical"/>
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<field name="company_id" groups="base.group_multi_company"/>
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<newline/>
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@ -160,7 +158,7 @@
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<!-- Phone calls by user and section Action -->
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<record id="action_report_crm_phonecall" model="ir.actions.act_window">
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<field name="name">Phone Calls</field>
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<field name="name">Phone Calls Analysis</field>
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<field name="res_model">crm.phonecall.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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