[ADD]: report_crm: Added report files for lead.

bzr revid: uco@tinyerp.co.in-20100120064551-5gwkuxm2wc2chf11

diff --git a/addons/report_crm/__init__.py b/addons/report_crm/__init__.py
index 0c7693b..e07c9ee 100644 (file)
--- a/addons/report_crm/__init__.py
+++ b/addons/report_crm/__init__.py
@@ -20,6 +20,7 @@
 ##############################################################################
 
 import report_crm
+import report_crm_lead
 
 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 

diff --git a/addons/report_crm/__terp__.py b/addons/report_crm/__terp__.py
index dabe76d..c007f1f 100644 (file)
--- a/addons/report_crm/__terp__.py
+++ b/addons/report_crm/__terp__.py
@@ -30,7 +30,7 @@
     'website': 'http://www.openerp.com',
     'depends': ['crm'],
     'init_xml': [],
-    'update_xml': ['security/ir.model.access.csv', 'report_crm_view.xml'],
+    'update_xml': ['security/ir.model.access.csv', 'report_crm_view.xml', 'report_crm_lead_view.xml'],
     'demo_xml': [],
     'installable': True, #TODO : After fixed problems , set True
     'active': False,

diff --git a/addons/report_crm/report_crm.py b/addons/report_crm/report_crm.py
index d5e4906..55b4bdc 100644 (file)
--- a/addons/report_crm/report_crm.py
+++ b/addons/report_crm/report_crm.py
@@ -39,7 +39,6 @@ class report_crm_case_user(osv.osv):
         '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),
-        'probability': fields.float('Avg. Probability', readonly=True),
         'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
         '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),

diff --git a/addons/report_crm/report_crm_lead.py b/addons/report_crm/report_crm_lead.py
new file mode 100644 (file)
index 0000000..90586ef
--- /dev/null
+++ b/addons/report_crm/report_crm_lead.py
@@ -0,0 +1,77 @@
+from osv import fields,osv
+import tools
+
+class report_crm_lead_user(osv.osv):
+    _name = "report.crm.lead.user"
+    _description = "Leads 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_lead_user')
+        cr.execute("""
+            create or replace view report_crm_lead_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_lead 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_lead_user()
+
+class report_crm_lead_categ(osv.osv):
+    _name = "report.crm.lead.categ"
+    _description = "Leads 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.lead')]"),
+        '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_lead_categ')
+        cr.execute("""
+            create or replace view report_crm_lead_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_lead 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_lead_categ()
+
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
\ No newline at end of file

diff --git a/addons/report_crm/report_crm_lead_view.xml b/addons/report_crm/report_crm_lead_view.xml
new file mode 100644 (file)
index 0000000..e14b5d4
--- /dev/null
+++ b/addons/report_crm/report_crm_lead_view.xml
@@ -0,0 +1,142 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+    <data>
+       <!--
+       Leads by user and section
+       -->
+
+        <record id="view_crm_lead_user_tree" model="ir.ui.view">
+            <field name="name">report.crm.lead.user.tree</field>
+            <field name="model">report.crm.lead.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_lead_user_form" model="ir.ui.view">
+            <field name="name">report.crm.lead.user.form</field>
+            <field name="model">report.crm.lead.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_lead_user_graph" model="ir.ui.view">
+            <field name="name">report.crm.lead.user.graph</field>
+            <field name="model">report.crm.lead.user</field>
+            <field name="type">graph</field>
+            <field name="arch" type="xml">
+                <graph orientation="horizontal" string="Leads 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_lead_user_filter" model="ir.ui.view">
+            <field name="name">report.crm.lead.user.select</field>
+            <field name="model">report.crm.lead.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_lead_user_tree" model="ir.actions.act_window">
+            <field name="name">Leads by User and Section</field>
+            <field name="res_model">report.crm.lead.user</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,graph</field>
+            <field name="view_id" ref="view_crm_lead_user_tree"/>
+            <field name="search_view_id" ref="view_crm_lead_user_filter"/>
+        </record>
+        <menuitem name="Leads" id="menu_crm_leads_tree" parent="crm.next_id_52"/>
+        <menuitem action="action_report_crm_lead_user_tree" id="menu_crm_lead_user_tree" parent="menu_crm_leads_tree"/>
+        
+        <!-- # Leads by section and category of case -->
+
+        <record id="view_crm_lead_categ_tree" model="ir.ui.view">
+            <field name="name">report.crm.lead.categ.tree</field>
+            <field name="model">report.crm.lead.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_lead_categ_form" model="ir.ui.view">
+            <field name="name">report.crm.lead.categ.form</field>
+            <field name="model">report.crm.lead.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_lead_categ_graph" model="ir.ui.view">
+            <field name="name">report.crm.lead.categ.graph</field>
+            <field name="model">report.crm.lead.categ</field>
+            <field name="type">graph</field>
+            <field name="arch" type="xml">
+                <graph orientation="horizontal" string="Leads 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_lead_categ_filter" model="ir.ui.view">
+            <field name="name">report.crm.lead.categ.select</field>
+            <field name="model">report.crm.lead.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_lead_categ_tree" model="ir.actions.act_window">
+            <field name="name">Leads by Categories and Section</field>
+            <field name="res_model">report.crm.lead.categ</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,graph</field>
+            <field name="view_id" ref="view_crm_lead_categ_tree"/>
+            <field name="search_view_id" ref="view_crm_lead_categ_filter"/>
+        </record>
+        <menuitem action="action_report_crm_lead_categ_tree" id="menu_crm_lead_categ_tree" parent="menu_crm_leads_tree"/>
+        
+  </data>
+</openerp>
\ No newline at end of file