import report_crm
import report_crm_lead
import report_crm_claim
+import report_crm_opportunity
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
'update_xml': ['security/ir.model.access.csv',
'report_crm_view.xml',
'report_crm_lead_view.xml',
- 'report_crm_claim.xml',
+ 'report_crm_claim.xml',
+ 'report_crm_opportunity_view.xml',
],
'demo_xml': [],
'installable': True, #TODO : After fixed problems , set True
_description = "Cases by Section"
_auto = False
- def _get_data(self, cr, uid, ids, field_name, arg, context={}):
- 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_case where section_id =%s and state='%s'"%(case.section_id.id,state))
- state_cases = cr.fetchone()[0]
- perc_state = (state_cases / float(case.nbr_cases) ) * 100
-
- res[case.id] = perc_state
- else:
- cr.execute('select count(*) from crm_case_log l where l.section_id=%s'%(case.section_id.id))
- logs = cr.fetchone()[0]
-
- avg_ans = logs / case.nbr_cases
- 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_cases': fields.integer('# of Cases', 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),
}
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
count(*) as nbr_cases,
- c.section_id as section_id,
- 0 as avg_answers
+ c.section_id as section_id
from
crm_case c
group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
)""")
report_crm_lead_categ()
+class report_crm_lead_section(osv.osv):
+ _name = "report.crm.lead.section"
+ _description = "Leads by Section"
+ _auto = False
+ _inherit = "report.crm.case.section"
+
+ def _get_data(self, cr, uid, ids, field_name, arg, context={}):
+ 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_lead where section_id =%s and state='%s'"%(case.section_id.id,state))
+ state_cases = cr.fetchone()[0]
+ perc_state = (state_cases / float(case.nbr_cases) ) * 100
+
+ res[case.id] = perc_state
+ else:
+ cr.execute('select count(*) from crm_case_log l where l.section_id=%s'%(case.section_id.id))
+ logs = cr.fetchone()[0]
+
+ avg_ans = logs / case.nbr_cases
+ res[case.id] = avg_ans
+
+ return res
+
+ _columns = {
+ '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"),
+ 'delay_close': fields.char('Delay to close', size=20, readonly=True),
+ }
+ _order = 'name desc, section_id'
+ def init(self, cr):
+ tools.drop_view_if_exists(cr, 'report_crm_lead_section')
+ cr.execute("""
+ create or replace view report_crm_lead_section as (
+ select
+ min(c.id) as id,
+ to_char(c.create_date, 'YYYY') as name,
+ to_char(c.create_date, 'MM') as month,
+ count(*) as nbr_cases,
+ c.section_id as section_id,
+ 0 as avg_answers,
+ 0.0 as perc_done,
+ 0.0 as perc_cancel,
+ to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
+ from
+ crm_lead c
+ group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
+ )""")
+report_crm_lead_section()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
\ No newline at end of file
</record>
<menuitem action="action_report_crm_lead_categ_tree" id="menu_crm_lead_categ_tree" parent="menu_crm_leads_tree"/>
+ <!-- Leads by Section -->
+
+ <record id="view_report_crm_lead_section_tree" model="ir.ui.view">
+ <field name="name">report.crm.lead.section.tree</field>
+ <field name="model">report.crm.lead.section</field>
+ <field name="inherit_id" ref="view_report_crm_case_section_tree"/>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <field name="nbr_cases" position="after">
+ <field name="avg_answers"/>
+ <field name="perc_done" select="2"/>
+ <field name="perc_cancel" select="2"/>
+ <field name="delay_close"/>
+ </field>
+ </field>
+ </record>
+
+ <record id="view_report_crm_lead_section_graph" model="ir.ui.view">
+ <field name="name">report.crm.lead.section.graph</field>
+ <field name="model">report.crm.lead.section</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph orientation="horizontal" string="Leads by Section" type="bar">
+ <field name="name"/>
+ <field name="nbr_cases" operator="+"/>
+ </graph>
+ </field>
+ </record>
+
+ <record id="view_report_crm_lead_section_filter" model="ir.ui.view">
+ <field name="name">report.crm.lead.section.select</field>
+ <field name="model">report.crm.lead.section</field>
+ <field name="inherit_id" ref="view_report_crm_case_section_filter"/>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <field name="nbr_cases" position="before">
+ </field>
+ </field>
+ </record>
+
+ <record id="action_report_crm_lead_section_tree" model="ir.actions.act_window">
+ <field name="name">Leads by Section</field>
+ <field name="res_model">report.crm.lead.section</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,graph</field>
+ <field name="view_id" ref="view_report_crm_lead_section_tree"/>
+ <field name="search_view_id" ref="view_report_crm_lead_section_filter"/>
+ </record>
+ <menuitem action="action_report_crm_lead_section_tree" id="menu_crm_lead_section_tree" parent="menu_crm_leads_tree"/>
</data>
-</openerp>
\ No newline at end of file
+</openerp>
--- /dev/null
+from osv import fields,osv
+import tools
+
+class report_crm_opportunity_user(osv.osv):
+ _name = "report.crm.opportunity.user"
+ _description = "Opportunity by user and section"
+ _auto = False
+ _inherit = "report.crm.case.user"
+ _columns = {
+ 'probability': fields.float('Avg. Probability', readonly=True),
+ 'amount_revenue': fields.float('Est.Revenue', readonly=True),
+ 'amount_costs': fields.float('Est.Cost', readonly=True),
+ 'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
+ 'delay_close': fields.char('Delay to close', size=20, readonly=True),
+ }
+ def init(self, cr):
+ tools.drop_view_if_exists(cr, 'report_crm_opportunity_user')
+ cr.execute("""
+ create or replace view report_crm_opportunity_user as (
+ select
+ min(c.id) as id,
+ to_char(c.create_date, 'YYYY') as name,
+ to_char(c.create_date, 'MM') as month,
+ c.state,
+ c.user_id,
+ c.section_id,
+ count(*) as nbr,
+ sum(planned_revenue) as amount_revenue,
+ sum(planned_cost) as amount_costs,
+ sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
+ avg(probability)::decimal(16,2) as probability,
+ to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
+ from
+ crm_opportunity c
+ group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id
+ )""")
+report_crm_opportunity_user()
+
+class report_crm_opportunity_categ(osv.osv):
+ _name = "report.crm.opportunity.categ"
+ _description = "Opportunity by section and category"
+ _auto = False
+ _inherit = "report.crm.case.categ"
+ _columns = {
+ 'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]"),
+ 'amount_revenue': fields.float('Est.Revenue', readonly=True),
+ 'amount_costs': fields.float('Est.Cost', readonly=True),
+ 'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
+ 'probability': fields.float('Avg. Probability', readonly=True),
+ 'delay_close': fields.char('Delay Close', size=20, readonly=True),
+ }
+
+ def init(self, cr):
+ tools.drop_view_if_exists(cr, 'report_crm_opportunity_categ')
+ cr.execute("""
+ create or replace view report_crm_opportunity_categ as (
+ select
+ min(c.id) as id,
+ to_char(c.create_date, 'YYYY') as name,
+ to_char(c.create_date, 'MM') as month,
+ c.categ_id,
+ c.state,
+ c.section_id,
+ count(*) as nbr,
+ sum(planned_revenue) as amount_revenue,
+ sum(planned_cost) as amount_costs,
+ sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
+ avg(probability)::decimal(16,2) as probability,
+ to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
+ from
+ crm_opportunity c
+ group by c.categ_id,to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
+ )""")
+report_crm_opportunity_categ()
+
+class report_crm_opportunity_section(osv.osv):
+ _name = "report.crm.opportunity.section"
+ _description = "Opportunity by Section"
+ _auto = False
+ _inherit = "report.crm.case.section"
+
+ def _get_data(self, cr, uid, ids, field_name, arg, context={}):
+ 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_cases) ) * 100
+
+ res[case.id] = perc_state
+ else:
+ cr.execute('select count(*) from crm_case_log l where l.section_id=%s'%(case.section_id.id))
+ logs = cr.fetchone()[0]
+
+ avg_ans = logs / case.nbr_cases
+ res[case.id] = avg_ans
+
+ return res
+
+ _columns = {
+ '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"),
+ 'delay_close': fields.char('Delay to close', size=20, readonly=True),
+ }
+ _order = 'name desc, section_id'
+ def init(self, cr):
+ tools.drop_view_if_exists(cr, 'report_crm_opportunity_section')
+ cr.execute("""
+ create or replace view report_crm_opportunity_section as (
+ select
+ min(c.id) as id,
+ to_char(c.create_date, 'YYYY') as name,
+ to_char(c.create_date, 'MM') as month,
+ count(*) as nbr_cases,
+ c.section_id as section_id,
+ 0 as avg_answers,
+ 0.0 as perc_done,
+ 0.0 as perc_cancel,
+ to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
+ from
+ crm_opportunity c
+ group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
+ )""")
+report_crm_opportunity_section()
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
\ No newline at end of file
--- /dev/null
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+ <data>
+ <!--
+ Opportunities by user and section
+ -->
+
+ <record id="view_crm_opportunity_user_tree" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.user.tree</field>
+ <field name="model">report.crm.opportunity.user</field>
+ <field name="inherit_id" ref="view_crm_case_user_tree"/>
+ <field name="type">tree</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>
+ <record id="view_crm_opportunity_user_form" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.user.form</field>
+ <field name="model">report.crm.opportunity.user</field>
+ <field name="inherit_id" ref="view_crm_case_user_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>
+
+ <record id="view_crm_opportunity_user_graph" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.user.graph</field>
+ <field name="model">report.crm.opportunity.user</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph orientation="horizontal" string="Opportunity by User and Section" type="bar">
+ <field name="state"/>
+ <field name="nbr" operator="+"/>
+ <field group="True" name="user_id"/>
+ </graph>
+ </field>
+ </record>
+
+ <record id="view_crm_opportunity_user_filter" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.user.select</field>
+ <field name="model">report.crm.opportunity.user</field>
+ <field name="inherit_id" ref="view_crm_case_user_filter"/>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <field name="state" position="before">
+ </field>
+ </field>
+ </record>
+
+ <record id="action_report_crm_opportunity_user_tree" model="ir.actions.act_window">
+ <field name="name">Opportunity by User and Section</field>
+ <field name="res_model">report.crm.opportunity.user</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,graph</field>
+ <field name="view_id" ref="view_crm_opportunity_user_tree"/>
+ <field name="search_view_id" ref="view_crm_opportunity_user_filter"/>
+ </record>
+ <menuitem name="Opportinities" id="menu_crm_opportunity_tree" parent="crm.next_id_52"/>
+ <menuitem action="action_report_crm_opportunity_user_tree" id="menu_crm_opportunity_user_tree" parent="menu_crm_opportunity_tree"/>
+
+ <!-- # Opportunity by section and category of case -->
+
+ <record id="view_crm_opportunity_categ_tree" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.categ.tree</field>
+ <field name="model">report.crm.opportunity.categ</field>
+ <field name="inherit_id" ref="view_crm_case_categ_tree"/>
+ <field name="type">tree</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>
+ <record id="view_crm_opportunity_categ_form" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.categ.form</field>
+ <field name="model">report.crm.opportunity.categ</field>
+ <field name="inherit_id" ref="view_crm_case_categ_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>
+
+ <record id="view_crm_opportunity_categ_graph" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.categ.graph</field>
+ <field name="model">report.crm.opportunity.categ</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph orientation="horizontal" string="Opportunity by Section and Categories" type="bar">
+ <field name="state"/>
+ <field name="nbr" operator="+"/>
+ <field group="True" name="categ_id"/>
+ </graph>
+ </field>
+ </record>
+
+ <record id="view_crm_opportunity_categ_filter" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.categ.select</field>
+ <field name="model">report.crm.opportunity.categ</field>
+ <field name="inherit_id" ref="view_crm_case_categ_filter"/>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <field name="state" position="before">
+ </field>
+ </field>
+ </record>
+
+ <record id="action_report_crm_opportunity_categ_tree" model="ir.actions.act_window">
+ <field name="name">Opportunity by Categories and Section</field>
+ <field name="res_model">report.crm.opportunity.categ</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,graph</field>
+ <field name="view_id" ref="view_crm_opportunity_categ_tree"/>
+ <field name="search_view_id" ref="view_crm_opportunity_categ_filter"/>
+ </record>
+ <menuitem action="action_report_crm_opportunity_categ_tree" id="menu_crm_opportunity_categ_tree" parent="menu_crm_opportunity_tree"/>
+
+ <!-- Opportunity by Section -->
+
+ <record id="view_report_crm_opportunity_section_tree" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.section.tree</field>
+ <field name="model">report.crm.opportunity.section</field>
+ <field name="inherit_id" ref="view_report_crm_case_section_tree"/>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <field name="nbr_cases" position="after">
+ <field name="avg_answers"/>
+ <field name="perc_done" select="2"/>
+ <field name="perc_cancel" select="2"/>
+ <field name="delay_close"/>
+ </field>
+ </field>
+ </record>
+
+ <record id="view_report_crm_opportunity_section_graph" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.section.graph</field>
+ <field name="model">report.crm.opportunity.section</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph orientation="horizontal" string="Opportunity by Section" type="bar">
+ <field name="name"/>
+ <field name="nbr_cases" operator="+"/>
+ </graph>
+ </field>
+ </record>
+
+ <record id="view_report_crm_opportunity_section_filter" model="ir.ui.view">
+ <field name="name">report.crm.opportunity.section.select</field>
+ <field name="model">report.crm.opportunity.section</field>
+ <field name="inherit_id" ref="view_report_crm_case_section_filter"/>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <field name="nbr_cases" position="before">
+ </field>
+ </field>
+ </record>
+
+ <record id="action_report_crm_opportunity_section_tree" model="ir.actions.act_window">
+ <field name="name">Opportunity by Section</field>
+ <field name="res_model">report.crm.opportunity.section</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,graph</field>
+ <field name="view_id" ref="view_report_crm_opportunity_section_tree"/>
+ <field name="search_view_id" ref="view_report_crm_opportunity_section_filter"/>
+ </record>
+ <menuitem action="action_report_crm_opportunity_section_tree" id="menu_crm_opportunity_section_tree" parent="menu_crm_opportunity_tree"/>
+ </data>
+</openerp>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Cases by Section">
- <group col="4" colspan="4">
+ <group col="8" colspan="4">
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
<separator orientation="vertical"/>
projects / odoo / odoo.git / commitdiff