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[IMP]: crm(reports): Improvements in reports, 

* Removed crm.case.report
* Changes in lead and phonecall reports, made independent from crm.case.report

bzr revid: rpa@tinyerp.com-20100505072154-y2xd7zlhmqzb5dor
This commit is contained in:
rpa (Open ERP) 2010-05-05 12:51:54 +05:30
parent 606302220e
commit c5f337997d
11 changed files with 403 additions and 274 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

2
addons/crm/__init__.py
View File

@ -30,7 +30,7 @@ import crm_opportunity
import crm_phonecall
import crm_installer
#import report
import report
import wizard

6
addons/crm/__openerp__.py
View File

@ -93,10 +93,8 @@ between mails and Open ERP.""",
'security/crm_security.xml',
# 'security/ir.model.access.csv',
## 'report/crm_report_view.xml',
# 'report/crm_lead_report_view.xml',
## 'report/crm_opportunity_report_view.xml' ,
# 'report/crm_phonecall_report_view.xml',
'report/crm_lead_report_view.xml',
'report/crm_phonecall_report_view.xml',
'process/crm_configuration_process.xml',
'crm_installer_view.xml'

6
addons/crm/crm_view.xml
View File

@ -4,7 +4,10 @@
<menuitem id="base.menu_crm_configuration" name="Cases"
parent="base.menu_base_config" sequence="0"/>
<!-- Case Sections Form View -->
<menuitem id="base.next_id_64" name="Reporting"
parent="base.menu_base_partner" sequence="8" />
<!-- Case Sections Form View -->
<record id="crm_case_section_view_form" model="ir.ui.view">
<field name="name">crm.case.section.form</field>
@ -430,6 +433,7 @@
<!-- Case Search View -->
<record id="view_crm_case_filter" model="ir.ui.view">
<field name="name">crm.case.select</field>
<field name="model">mailgate.thread</field>

3
addons/crm/report/__init__.py
View File

@ -19,11 +19,8 @@
#
##############################################################################
#import report_businessopp
#import crm_report
import crm_lead_report
import crm_phonecall_report
#import crm_opportunity_report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

64
addons/crm/report/crm_lead_report.py
View File

@ -34,10 +34,62 @@ class crm_lead_report(osv.osv):
""" CRM Lead Report """
_name = "crm.lead.report"
_auto = False
# _inherit = "crm.case.report"
_description = "CRM Lead Report"
def _get_data(self, cr, uid, ids, field_name, arg, context={}):
""" @param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of case and section Data’s IDs
@param context: A standard dictionary for contextual values """
res = {}
state_perc = 0.0
avg_ans = 0.0
for case in self.browse(cr, uid, ids, context):
if field_name != 'avg_answers':
state = field_name[5:]
cr.execute("select count(*) from crm_opportunity where \
section_id =%s and state='%s'"%(case.section_id.id, state))
state_cases = cr.fetchone()[0]
perc_state = (state_cases / float(case.nbr)) * 100
res[case.id] = perc_state
else:
model_name = self._name.split('report.')
if len(model_name) < 2:
res[case.id] = 0.0
else:
model_name = model_name[1]
cr.execute("select count(*) from crm_case_log l, ir_model m \
where l.model_id=m.id and m.model = '%s'" , model_name)
logs = cr.fetchone()[0]
avg_ans = logs / case.nbr
res[case.id] = avg_ans
return res
_columns = {
'name': fields.char('Year', size=64, required=False, readonly=True),
'user_id':fields.many2one('res.users', 'User', readonly=True),
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
'nbr': fields.integer('# of Cases', readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'avg_answers': fields.function(_get_data, string='Avg. Answers', method=True, type="integer"),
'perc_done': fields.function(_get_data, string='%Done', method=True, type="float"),
'perc_cancel': fields.function(_get_data, string='%Cancel', method=True, type="float"),
'month':fields.selection([('01', 'January'), ('02', 'February'), \
('03', 'March'), ('04', 'April'),\
('05', 'May'), ('06', 'June'), \
('07', 'July'), ('08', 'August'),\
('09', 'September'), ('10', 'October'),\
('11', 'November'), ('12', 'December')], 'Month', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'create_date': fields.datetime('Create Date', readonly=True),
'day': fields.char('Day', size=128, readonly=True),
'delay_close': fields.float('Delay to close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
'categ_id': fields.many2one('crm.case.categ', 'Category',\
domain="[('section_id','=',section_id),\
@ -46,7 +98,12 @@ class crm_lead_report(osv.osv):
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.lead')]", readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'type':fields.selection([
('lead','Lead'),
('opportunity','Opportunity'),
],'Type', help="Type is used to separate Leads and Opportunities"),
}
def init(self, cr):
@ -66,6 +123,7 @@ class crm_lead_report(osv.osv):
c.state as state,
c.user_id,
c.stage_id,
c.type as type,
c.company_id,
c.section_id,
c.categ_id,
@ -79,7 +137,7 @@ class crm_lead_report(osv.osv):
from
crm_lead c
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),\
c.state, c.user_id,c.section_id,c.stage_id,categ_id,c.partner_id,c.company_id
c.state, c.user_id,c.section_id,c.stage_id,categ_id,c.partner_id,c.company_id, c.type
,c.create_date,to_char(c.create_date, 'YYYY-MM-DD')
)""")

187
addons/crm/report/crm_lead_report_view.xml
View File

@ -17,11 +17,12 @@
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="day" invisible="1"/>
<field name="nbr" string="#Leads" sum="#Leads"/>
<field name="nbr" string="#Leads" sum="#Leads" attrs="{'string': 'type'=='opportunity' and '#opp' or '#lead'}"/>
<field name="delay_close" sum='Avg Closing Delay'/>
<field name="state" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
<field name="type" invisible="1"/>
</tree>
</field>
</record>
@ -31,13 +32,18 @@
<record id="view_report_crm_lead_form" model="ir.ui.view">
<field name="name">crm.lead.report.form</field>
<field name="model">crm.lead.report</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<form string="Cases">
<field name="name" select="1"/>
<field name="month" select="1"/>
<field name="user_id" select="1"/>
<field name="section_id" select="1"/>
<field name="nbr" select="1"/>
<field name="delay_close"/>
<field name="stage_id"/>
</field>
<field name="state" select="1"/>
</form>
</field>
</record>
@ -57,28 +63,135 @@
</record>
<!-- Leads by user and section Search View -->
<record id="view_report_crm_lead_filter" model="ir.ui.view">
<record id="view_report_crm_lead_filter" model="ir.ui.view">
<field name="name">crm.lead.report.select</field>
<field name="model">crm.lead.report</field>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<data>
<xpath expr='//search[@string="Search"]/group[@string="Extended options..."]/filter[@string="Cancel"]' position='after'>
<group>
<separator orientation="vertical"/>
<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
</group>
</xpath>
<xpath
expr='//search[@string="Search"]/group[@string="Group By..."]/filter[@string="State"]'
position='after'>
<filter string="Stage" icon="terp-sale" domain="[]"
context="{'group_by':'stage_id'}" />
</xpath>
</data>
<search string="Search">
<group col="16" colspan="8">
<!-- <filter string="This Year" name="This Year" icon="terp-hr"
domain="[('name','=',time.localtime()[0])]"/>-->
<filter string="This Year" icon="terp-hr"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
<!-- <filter string="This Month" name="This Year" icon="terp-hr"
domain="[('month','=',time.strftime('%%m'))]" />-->
<filter string="This Month" icon="terp-hr" name="This Month"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
<filter icon="gtk-media-rewind" string="7 Days" separator="1"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
<separator orientation="vertical" />
<filter icon="terp-hr"
string="Draft"
domain="[('state','=','draft')]"/>
<filter icon="terp-hr"
string="Open"
domain="[('state','=','open')]"/>
<filter icon="terp-hr"
string="Pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical" />
<field name="section_id"
default="context.get('section_id', False)"
widget="selection"
context="{'invisible_section': False}">
<filter icon="terp-crm"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My section" />
</field>
<field name="company_id" widget="selection">
<filter icon="terp-crm"
context="{'invisible_section': False}"
domain="[('section_id.user_id.company_id','=',uid)]"
help="My company"/>
</field>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-crm" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
</field>
</group>
<newline/>
<group expand="0" string="Extended options..." colspan="10" col="12">
<filter icon="terp-sale"
string="Done"
domain="[('state','=','done')]"/>
<filter icon="terp-sale"
string="Cancel"
domain="[('state','=','cancel')]"/>
<group>
<separator orientation="vertical"/>
<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
</group>
</group>
<newline/>
<group expand="1" string="Group By..." colspan="4" col="8">
<filter string="User" name="User" icon="terp-sale"
domain="[]" context="{'group_by':'user_id'}" />
<filter string="Company" icon="terp-sale"
domain="[]"
context="{'group_by':'company_id'}" />
<filter string="Section" icon="terp-sale"
domain="[]"
context="{'group_by':'section_id'}" />
<separator orientation="vertical" />
<filter string="State" icon="terp-sale"
domain="[]" context="{'group_by':'state'}" />
<filter string="Stage" icon="terp-sale" domain="[]"
context="{'group_by':'stage_id'}" />
<filter string="Category" icon="terp-sale"
domain="[]" context="{'group_by':'categ_id'}" />
<separator orientation="vertical" />
<filter string="Day" icon="terp-sale"
domain="[]" context="{'group_by':'day'}"/>
<filter string="Month" icon="terp-sale"
domain="[]" context="{'group_by':'month'}" />
<filter string="Year" icon="terp-sale"
domain="[]" context="{'group_by':'name'}" />
</group>
</search>
</field>
</record>
<!-- Opportunity tree view -->
<record id="view_report_crm_opportunity_tree" model="ir.ui.view">
<field name="name">crm.lead.report.tree</field>
<field name="model">crm.lead.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Opportunities">
<field name="name" invisible="1"/>
<field name="month" invisible="1"/>
<field name="section_id" invisible="1"/>
<field name="user_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="day" invisible="1"/>
<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
<field name="delay_close" sum='Avg Closing Delay'/>
<field name="state" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
<field name="type" invisible="1"/>
</tree>
</field>
</record>
@ -90,8 +203,8 @@
<field name="view_type">form</field>
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
<field name="domain">[('type', '=', 'lead')]</field>
<field name="search_view_id" ref="view_report_crm_lead_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree">
@ -107,10 +220,38 @@
<field name="view_id" ref="view_report_crm_lead_graph"/>
<field name="act_window_id" ref="action_report_crm_lead"/>
</record>
<record id="action_report_crm_opportunity" model="ir.actions.act_window">
<field name="name">Opportunities</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
<field name="domain">[('type', '=', 'opportunity')]</field>
<field name="search_view_id" ref="view_report_crm_lead_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_tree">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_report_crm_opportunity_tree"/>
<field name="act_window_id" ref="action_report_crm_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_report_crm_lead_graph"/>
<field name="act_window_id" ref="action_report_crm_opportunity"/>
</record>
<menuitem name="Leads" id="menu_report_crm_leads_tree"
groups="base.group_extended"
parent="base.next_id_64" action="action_report_crm_lead" />
<menuitem name="Opportunities" id="menu_report_crm_opportunities_tree"
groups="base.group_extended"
parent="base.next_id_64" action="action_report_crm_opportunity" />
</data>
</openerp>

100
addons/crm/report/crm_opportunity_report.py
View File

@ -1,100 +0,0 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import fields,osv
import tools
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Cancelled'),
('done', 'Closed'),
('pending','Pending')
]
class crm_opportunity_report(osv.osv):
""" CRM Opportunity Report """
_name = "crm.opportunity.report"
_auto = False
_inherit = "crm.case.report"
_description = "CRM Opportunity Report"
_columns = {
'probability': fields.float('Avg. Probability', readonly=True,group_operator='avg'),
'amount_revenue': fields.float('Est.Revenue', readonly=True),
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
'delay_close': fields.float('Delay to close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
'categ_id': fields.many2one('crm.case.categ', 'Category',\
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.opportunity')]", readonly=True),
'stage_id':fields.many2one('crm.case.stage', 'Stage',\
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.opportunity')]", readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'user_id':fields.many2one('res.users', 'User', readonly=True),
}
def init(self, cr):
""" Display Est.Revenue , Average Probability ,Est.Revenue Probability
@param cr: the current row, from the database cursor
"""
tools.drop_view_if_exists(cr, 'crm_opportunity_report')
cr.execute("""
create or replace view crm_opportunity_report as (
select
min(c.id) as 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,
c.state as state,
c.user_id,
c.section_id,
c.categ_id,
c.stage_id,
c.partner_id,
c.company_id,
count(*) as nbr,
0 as avg_answers,
0.0 as perc_done,
0.0 as perc_cancel,
date_trunc('day',c.create_date) as create_date,
sum(planned_revenue) as amount_revenue,
sum((planned_revenue*probability)/100.0)::decimal(16,2) as amount_revenue_prob,
avg(probability)::decimal(16,2) as probability,
avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
from
crm_opportunity c
group by
to_char(c.create_date, 'YYYY'),
to_char(c.create_date, 'MM'),
to_char(c.create_date, 'YYYY-MM-DD'),
c.state,
c.user_id,
c.section_id,
c.stage_id,
c.categ_id,
c.partner_id,
company_id,
create_date
)""")
crm_opportunity_report()

122
addons/crm/report/crm_opportunity_report_view.xml
View File

@ -1,122 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!-- Opportunities by user and section Tree View -->
<record id="view_report_crm_opportunity_tree" model="ir.ui.view">
<field name="name">crm.opportunity.report.tree</field>
<field name="model">crm.opportunity.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Opportunities">
<field name="name" invisible="1"/>
<field name="month" invisible="1"/>
<field name="section_id" invisible="1"/>
<field name="user_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
<field name="amount_revenue" sum="Total Revenue"/>
<field name="probability" widget="progressbar" avg="Probability"/>
<field name="amount_revenue_prob" sum="Est. Rev*Prob"/>
<field name="delay_close" avg="Avg Closing Delay"/>
<field name="state" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
<field name="day" invisible="1"/>
</tree>
</field>
</record>
<!-- Opportunities by user and section Form View -->
<record id="view_report_crm_opportunity_form" model="ir.ui.view">
<field name="name">crm.opportunity.report.form</field>
<field name="model">crm.opportunity.report</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_costs"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
</field>
</record>
<!-- Opportunities by user and section Graph View -->
<record id="view_report_crm_opportunity_graph" model="ir.ui.view">
<field name="name">crm.opportunity.report.graph</field>
<field name="model">crm.opportunity.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Opportunity" type="bar">
<field name="state"/>
<field name="nbr" operator="+"/>
<field group="True" name="user_id"/>
</graph>
</field>
</record>
<!-- Opportunities by user and section Search View -->
<record id="view_report_crm_opportunity_filter" model="ir.ui.view">
<field name="name">crm.opportunity.report.select</field>
<field name="model">crm.opportunity.report</field>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<data>
<xpath expr='//search[@string="Search"]/group[@string="Extended options..."]/filter[@string="Cancel"]' position='after'>
<group>
<separator orientation="vertical"/>
<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
</group>
</xpath>
<xpath
expr='//search[@string="Search"]/group[@string="Group By..."]/filter[@string="State"]'
position='after'>
<filter string="Stage" icon="terp-sale" domain="[]"
context="{'group_by':'stage_id'}" />
<separator orientation="vertical" />
<filter string="Partner" icon="terp-partner"
domain="[]" context="{'group_by':'partner_id'}" />
</xpath>
</data>
</field>
</record>
<!-- Opportunities by user and section Action -->
<record id="action_report_crm_opportunity" model="ir.actions.act_window">
<field name="name">Opportunities</field>
<field name="res_model">crm.opportunity.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="search_view_id" ref="view_report_crm_opportunity_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_tree">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_report_crm_opportunity_tree"/>
<field name="act_window_id" ref="action_report_crm_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_report_crm_opportunity_graph"/>
<field name="act_window_id" ref="action_report_crm_opportunity"/>
</record>
<menuitem name="Opportunities"
action="action_report_crm_opportunity"
id="menu_report_crm_opportunity_tree" parent="base.next_id_64" />
</data>
</openerp>

63
addons/crm/report/crm_phonecall_report.py
View File

@ -22,15 +22,76 @@
from osv import fields,osv
import tools
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Cancelled'),
('done', 'Closed'),
('pending','Pending')
]
class crm_phonecall_report(osv.osv):
""" Phone calls by user and section """
_name = "crm.phonecall.report"
_description = "Phone calls by user and section"
_auto = False
# _inherit = "crm.case.report"
def _get_data(self, cr, uid, ids, field_name, arg, context={}):
""" @param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of case and section Data’s IDs
@param context: A standard dictionary for contextual values """
res = {}
state_perc = 0.0
avg_ans = 0.0
for case in self.browse(cr, uid, ids, context):
if field_name != 'avg_answers':
state = field_name[5:]
cr.execute("select count(*) from crm_opportunity where \
section_id =%s and state='%s'"%(case.section_id.id, state))
state_cases = cr.fetchone()[0]
perc_state = (state_cases / float(case.nbr)) * 100
res[case.id] = perc_state
else:
model_name = self._name.split('report.')
if len(model_name) < 2:
res[case.id] = 0.0
else:
model_name = model_name[1]
cr.execute("select count(*) from crm_case_log l, ir_model m \
where l.model_id=m.id and m.model = '%s'" , model_name)
logs = cr.fetchone()[0]
avg_ans = logs / case.nbr
res[case.id] = avg_ans
return res
_columns = {
'name': fields.char('Year', size=64, required=False, readonly=True),
'user_id':fields.many2one('res.users', 'User', readonly=True),
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
'nbr': fields.integer('# of Cases', readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'avg_answers': fields.function(_get_data, string='Avg. Answers', method=True, type="integer"),
'perc_done': fields.function(_get_data, string='%Done', method=True, type="float"),
'perc_cancel': fields.function(_get_data, string='%Cancel', method=True, type="float"),
'month':fields.selection([('01', 'January'), ('02', 'February'), \
('03', 'March'), ('04', 'April'),\
('05', 'May'), ('06', 'June'), \
('07', 'July'), ('08', 'August'),\
('09', 'September'), ('10', 'October'),\
('11', 'November'), ('12', 'December')], 'Month', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'create_date': fields.datetime('Create Date', readonly=True),
'day': fields.char('Day', size=128, readonly=True),
'delay_close': fields.float('Delay to close', digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
'categ_id': fields.many2one('crm.case.categ', 'Category', \
domain="[('section_id','=',section_id),\

122
addons/crm/report/crm_phonecall_report_view.xml
View File

@ -30,15 +30,20 @@
<record id="view_report_crm_phonecall_form" model="ir.ui.view">
<field name="name">crm.phonecall.report.form</field>
<field name="model">crm.phonecall.report</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<form string="Cases">
<field name="name" select="1"/>
<field name="month" select="1"/>
<field name="user_id" select="1"/>
<field name="section_id" select="1"/>
<field name="nbr" select="1"/>
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
<field name="state" select="1"/>
</form>
</field>
</record>
@ -58,21 +63,108 @@
</record>
<!-- Phone calls by user and section Search View -->
<record id="view_report_crm_phonecall_filter" model="ir.ui.view">
<record id="view_report_crm_phonecall_filter" model="ir.ui.view">
<field name="name">crm.phonecall.report.select</field>
<field name="model">crm.phonecall.report</field>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<data>
<xpath expr='//search[@string="Search"]/group[@string="Extended options..."]/filter[@string="Cancel"]' position='after'>
<group>
<separator orientation="vertical"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
</group>
</xpath>
</data>
<search string="Search">
<group col="16" colspan="8">
<!-- <filter string="This Year" name="This Year" icon="terp-hr"
domain="[('name','=',time.localtime()[0])]"/>-->
<filter string="This Year" icon="terp-hr"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
<!-- <filter string="This Month" name="This Year" icon="terp-hr"
domain="[('month','=',time.strftime('%%m'))]" />-->
<filter string="This Month" icon="terp-hr" name="This Month"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
<filter icon="gtk-media-rewind" string="7 Days" separator="1"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
<separator orientation="vertical" />
<filter icon="terp-hr"
string="Draft"
domain="[('state','=','draft')]"/>
<filter icon="terp-hr"
string="Open"
domain="[('state','=','open')]"/>
<filter icon="terp-hr"
string="Pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical" />
<field name="section_id"
default="context.get('section_id', False)"
widget="selection"
context="{'invisible_section': False}">
<filter icon="terp-crm"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My section" />
</field>
<field name="company_id" widget="selection">
<filter icon="terp-crm"
context="{'invisible_section': False}"
domain="[('section_id.user_id.company_id','=',uid)]"
help="My company"/>
</field>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-crm" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
</field>
</group>
<newline/>
<group expand="0" string="Extended options..." colspan="10" col="12">
<filter icon="terp-sale"
string="Done"
domain="[('state','=','done')]"/>
<filter icon="terp-sale"
string="Cancel"
domain="[('state','=','cancel')]"/>
<group>
<separator orientation="vertical"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
</group>
</group>
<newline/>
<group expand="1" string="Group By..." colspan="4" col="8">
<filter string="User" name="User" icon="terp-sale"
domain="[]" context="{'group_by':'user_id'}" />
<filter string="Company" icon="terp-sale"
domain="[]"
context="{'group_by':'company_id'}" />
<filter string="Section" icon="terp-sale"
domain="[]"
context="{'group_by':'section_id'}" />
<separator orientation="vertical" />
<filter string="State" icon="terp-sale"
domain="[]" context="{'group_by':'state'}" />
<filter string="Category" icon="terp-sale"
domain="[]" context="{'group_by':'categ_id'}" />
<separator orientation="vertical" />
<filter string="Day" icon="terp-sale"
domain="[]" context="{'group_by':'day'}"/>
<filter string="Month" icon="terp-sale"
domain="[]" context="{'group_by':'month'}" />
<filter string="Year" icon="terp-sale"
domain="[]" context="{'group_by':'name'}" />
</group>
</search>
</field>
</record>

2
addons/crm/report/crm_report_view.xml
View File

@ -56,7 +56,7 @@
<!-- CRM Case Report Search View -->
<record id="view_crm_case_filter" model="ir.ui.view">
<record id="view_crm_report_filter" model="ir.ui.view">
<field name="name">crm.case.report.select</field>
<field name="model">crm.case.report</field>
<field name="type">search</field>