[ADD] partner assignement + [FIX] assign in the country then closest
bzr revid: tfr@openerp.com-20110310095321-0dv7e4yr3ezul89r
This commit is contained in:
Thibault Francois
parent
c2531d6426
commit
e70d9106c2
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@ -36,6 +36,7 @@ based on geolocalization.
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'wizard/crm_forward_to_partner_view.xml',
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'crm_lead_view.xml',
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'report/crm_lead_report_view.xml',
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'report/crm_partner_report_view.xml',
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],
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'test': ['test/test_crm_partner_assign.yml'],
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'installable': True,
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@ -142,21 +142,6 @@ class crm_lead(osv.osv):
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('country', '=', part.country_id.id),
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], context=context)
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# 3. third way: other countries, small area
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if not part_ids:
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part_ids = self.pool.get('res.partner').search(cr, uid, [
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('partner_weight','>',0),
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('partner_latitude','>',result[0]-2), ('partner_latitude','<',result[0]+2),
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('partner_longitude','>',result[1]-1.5), ('partner_longitude','<',result[1]+1.5)
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], context=context)
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# 4. fourth way: other countries, big area
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if not part_ids:
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part_ids = self.pool.get('res.partner').search(cr, uid, [
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('partner_weight','>',0),
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('partner_latitude','>',result[0]-4), ('partner_latitude','<',result[0]+4),
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('partner_longitude','>',result[1]-3), ('partner_longitude','<',result[1]+3)
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], context=context)
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# 5. fifth way: anywhere in same country
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if not part_ids:
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@ -1,6 +1,6 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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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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@ -15,9 +15,10 @@
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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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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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import crm_lead_report
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import crm_partner_report
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@ -0,0 +1,63 @@
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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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class crm_partner_report_assign(osv.osv):
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""" CRM Lead Report """
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_name = "crm.partner.report.assign"
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_auto = False
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_description = "CRM Partner Report"
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_columns = {
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'name': fields.char('Partner name', size=64, required=False, readonly=True),
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'grade_id':fields.many2one('res.partner.grade', 'Grade', readonly=True),
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'user_id':fields.many2one('res.users', 'User', readonly=True),
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'country_id':fields.many2one('res.country', 'Country', readonly=True),
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'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True),
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'nbr': fields.integer('# of Partner', readonly=True),
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'opp': fields.integer('# of Opportunity', readonly=True),
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}
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def init(self, cr):
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"""
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CRM Lead Report
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@param cr: the current row, from the database cursor
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"""
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tools.drop_view_if_exists(cr, 'crm_partner_report_assign')
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cr.execute("""
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CREATE OR REPLACE VIEW crm_partner_report_assign AS (
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SELECT
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p.id,
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p.name,
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a.country_id,
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p.grade_id,
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p.user_id,
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p.section_id,
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1 as nbr,
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(SELECT count(id) FROM crm_lead WHERE partner_assigned_id=p.id) AS opp
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FROM
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res_partner p
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left join res_partner_address a on (p.id=a.partner_id)
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)""")
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crm_partner_report_assign()
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@ -0,0 +1,69 @@
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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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<!-- Opportunity tree view -->
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<record id="view_report_crm_partner_assign_filter" model="ir.ui.view">
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<field name="name">crm.partner.report.assign.select</field>
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<field name="model">crm.partner.report.assign</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="Partner assigned Analysis">
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<group col="20" colspan="8">
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<field name="country_id" />
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<field name="grade_id"/>
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<field name="user_id"/>
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<field name="section_id"/>
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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="Salesman" name="user" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Country" icon="terp-go-home" name="group_country" context="{'group_by':'country_id'}" />
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<separator orientation="vertical" />
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<filter string="Section" icon="terp-personal+"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<filter string="Grade" name="group_grade" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'grade_id'}" />
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<separator orientation="vertical" />
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</group>
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</search>
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</field>
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</record>
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<!-- Crm Lead Assign report Graph View -->
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<record id="view_report_crm_partner_assign_tree" model="ir.ui.view">
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<field name="name">crm.partner.assign.report.tree</field>
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<field name="model">crm.partner.report.assign</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="Opportunities Assignment Analysis">
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<field name="name" invisible="1"/>
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<field name="country_id" invisible="1"/>
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<field name="grade_id" invisible="1"/>
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<field name="section_id" invisible="1" groups="base.group_extended"/>
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<field name="user_id" invisible="1"/>
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<field name="nbr" string="#Partner" sum="#Partner"/>
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<field name="opp"/>
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</tree>
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</field>
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</record>
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<!-- Leads by user and section Action -->
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<record id="action_report_crm_partner_assign" model="ir.actions.act_window">
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<field name="name">Partner Assignment Analysis</field>
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<field name="res_model">crm.partner.report.assign</field>
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<field name="context">{'search_default_group_country': 1, 'search_default_group_grade': 1, 'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_mode">tree</field>
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<field name="domain">[('grade_id', '!=', False)]</field>
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</record>
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<menuitem id="menu_report_crm_partner_assign_tree"
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groups="base.group_extended"
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parent="base.next_id_64" action="action_report_crm_partner_assign" sequence="5"/>
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</data>
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</openerp>
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