place.
The CRM module has a email gateway for the synchronisation interface
-between mails and Open ERP.""",
- 'author': 'Tiny',
- 'website': 'http://www.openerp.com',
- 'depends': ['base', 'base_action_rule',
- 'process',
- 'mail_gateway',
+between mails and Open ERP.""",
+ 'author': 'Tiny',
+ 'website': 'http://www.openerp.com',
+ 'depends': ['base', 'base_action_rule',
+ 'process',
+ 'mail_gateway',
'base_calendar',
- ],
- 'init_xml': ['crm_data.xml',
- 'crm_meeting_data.xml',
- 'crm_claims_data.xml',
- 'crm_fund_data.xml',
- 'crm_helpdesk_data.xml',
- 'crm_lead_data.xml',
- 'crm_meeting_data.xml',
- 'crm_opportunity_data.xml',
- 'crm_phonecall_data.xml',
- ],
+ ],
+ 'init_xml': ['crm_data.xml',
+ 'crm_meeting_data.xml',
+ 'crm_claims_data.xml',
+ 'crm_fund_data.xml',
+ 'crm_helpdesk_data.xml',
+ 'crm_lead_data.xml',
+ 'crm_meeting_data.xml',
+ 'crm_opportunity_data.xml',
+ 'crm_phonecall_data.xml',
+ ],
'update_xml': [
- 'crm_wizard.xml',
- 'crm_view.xml',
- 'crm_action_rule_view.xml',
- 'crm_lead_wizard.xml',
- 'crm_lead_view.xml',
- 'crm_lead_menu.xml',
- 'crm_meeting_wizard.xml',
- 'crm_meeting_view.xml',
- 'crm_meeting_menu.xml',
- 'crm_phonecall_wizard.xml',
- 'crm_phonecall_view.xml',
- 'crm_phonecall_menu.xml',
- 'crm_opportunity_wizard.xml',
- 'crm_opportunity_view.xml',
- 'crm_opportunity_menu.xml',
- 'crm_fund_view.xml',
- 'crm_fund_menu.xml',
- 'crm_claims_view.xml',
- 'crm_claims_menu.xml',
+ 'crm_wizard.xml',
+ 'crm_view.xml',
+ 'crm_action_rule_view.xml',
+ 'crm_lead_wizard.xml',
+ 'crm_lead_view.xml',
+ 'crm_lead_menu.xml',
+ 'crm_meeting_wizard.xml',
+ 'crm_meeting_view.xml',
+ 'crm_meeting_menu.xml',
+ 'crm_phonecall_wizard.xml',
+ 'crm_phonecall_view.xml',
+ 'crm_phonecall_menu.xml',
+ 'crm_opportunity_wizard.xml',
+ 'crm_opportunity_view.xml',
+ 'crm_opportunity_menu.xml',
+ 'crm_fund_view.xml',
+ 'crm_fund_menu.xml',
+ 'crm_claims_view.xml',
+ 'crm_claims_menu.xml',
'crm_helpdesk_view.xml',
- 'crm_helpdesk_menu.xml',
-
- 'security/crm_security.xml',
- 'security/ir.model.access.csv',
+ 'crm_helpdesk_menu.xml',
+
+ 'security/crm_security.xml',
+ 'security/ir.model.access.csv',
'report/crm_report_view.xml',
'report/crm_claim_report_view.xml',
'report/crm_lead_report_view.xml',
'report/crm_fundraising_report_view.xml',
- 'report/crm_opportunity_report_view.xml' ,
+ 'report/crm_opportunity_report_view.xml' ,
'report/crm_phonecall_report_view.xml',
-
+ 'report/crm_helpdesk_report_view.xml',
+
'process/crm_configuration_process.xml',
-
+
],
'demo_xml': [
- 'crm_demo.xml',
- 'crm_claims_demo.xml',
- 'crm_fund_demo.xml',
- 'crm_helpdesk_demo.xml',
- 'crm_lead_demo.xml',
- 'crm_meeting_demo.xml',
- 'crm_opportunity_demo.xml',
- 'crm_phonecall_demo.xml'],
- 'installable': True,
- 'active': False,
- 'certificate': '0079056041421',
+ 'crm_demo.xml',
+ 'crm_claims_demo.xml',
+ 'crm_fund_demo.xml',
+ 'crm_helpdesk_demo.xml',
+ 'crm_lead_demo.xml',
+ 'crm_meeting_demo.xml',
+ 'crm_opportunity_demo.xml',
+ 'crm_phonecall_demo.xml'],
+ 'installable': True,
+ 'active': False,
+ 'certificate': '0079056041421',
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
import crm_phonecall_report
import crm_fundraising_report
import crm_opportunity_report
+import crm_helpdesk_report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
--- /dev/null
+# -*- 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
+
+class crm_helpdesk_report(osv.osv):
+ _name = "crm.helpdesk.report"
+ _description = "Helpdesk report after Sales Services"
+ _auto = False
+ _inherit = "crm.case.report"
+ _columns = {
+ 'delay_close': fields.char('Delay to close', size=20, readonly=True),
+ 'partner_id': fields.many2one('res.partner', 'Partner' ,readonly=True),
+ 'company_id': fields.many2one('res.company','Company',readonly=True),
+ 'date_deadline': fields.date('Deadline'),
+ 'priority': fields.selection([('5','Lowest'),('4','Low'),('3','Normal'),('2','High'),('1','Highest')], 'Priority'),
+ }
+
+ def init(self, cr):
+ tools.drop_view_if_exists(cr, 'crm_helpdesk_report')
+ cr.execute("""
+ create or replace view crm_helpdesk_report 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,
+ c.partner_id,
+ c.company_id,
+ c.priority,
+ c.date_deadline,
+ count(*) as nbr,
+ 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_helpdesk c
+ group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id,c.priority, c.partner_id,c.company_id,c.date_deadline
+ )""")
+crm_helpdesk_report()
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
--- /dev/null
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+ <data>
+ <!--
+ Helpdesk report after Sales Services
+ -->
+
+ <record id="view_report_crm_helpdesk_tree" model="ir.ui.view">
+ <field name="name">crm.helpdesk.report.tree</field>
+ <field name="model">crm.helpdesk.report</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Helpdesk">
+ <field name="name" />
+ <field name="month"/>
+ <field name="section_id" />
+ <field name="user_id" />
+ <field name="company_id"/>
+ <field name="partner_id" />
+ <field name="date_deadline" invisible="1"/>
+ <field name="priority" invisible="1"/>
+ <field name="nbr" string="#Helpdesk" />
+ <field name="delay_close"/>
+ <field name="state" invisible="1"/>
+ </tree>
+ </field>
+ </record>
+ <record id="view_report_crm_helpdesk_form" model="ir.ui.view">
+ <field name="name">crm.helpdesk.report.form</field>
+ <field name="model">crm.helpdesk.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_revenue_prob"/>
+ <field name="probability"/>
+ </field>
+ </field>
+ </record>
+
+ <record id="view_report_crm_helpdesk_graph" model="ir.ui.view">
+ <field name="name">crm.helpdesk.report.graph</field>
+ <field name="model">crm.helpdesk.report</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph orientation="horizontal" string="Helpdesk" type="bar">
+ <field name="state"/>
+ <field name="nbr" operator="+"/>
+ <field group="True" name="user_id"/>
+ </graph>
+ </field>
+ </record>
+
+ <record id="view_report_crm_helpdesk_filter" model="ir.ui.view">
+ <field name="name">crm.helpdesk.report.select</field>
+ <field name="model">crm.helpdesk.report</field>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <search string="Search">
+ <group col="16" colspan="9">
+ <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" default="1" />
+ <filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" default="1"/>
+ <separator orientation="vertical"/>
+ <filter string="Current" icon="terp-hr" domain="[('state','in',('open','draft'))]"/>
+ <filter string="Won" icon="terp-hr" domain="[('state','=','done')]"/>
+ <filter string="Lost" icon="terp-hr" domain="[('state','=','cancel')]"/>
+ <filter string="Deadline" icon="terp-hr" domain="[('date_deadline','=',time.strftime('%%m/%%d/%%Y'))]"/>
+ <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" widget="selection"/>
+ </group>
+ <newline/>
+ <group expand="1" string="Extended options..." colspan="4" col="5">
+ <filter icon="terp-sale"
+ string="Lowest"
+ domain="[('priority','=','5')]"/>
+ <filter icon="terp-sale"
+ string="Low"
+ domain="[('priority','=','4')]"/>
+ <filter icon="terp-sale"
+ string="Normal"
+ domain="[('priority','=','3')]"/>
+ <filter icon="terp-sale"
+ string="High"
+ domain="[('priority','=','2')]"/>
+ <filter icon="terp-sale"
+ string="Highest"
+ domain="[('priority','=','1')]"/>
+
+ </group>
+ <newline/>
+ <group expand="1" string="Group By..." colspan="4" col="9">
+ <filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}" default="1" />
+ <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="Partner" icon="terp-sale" domain="[]" context="{'group_by':'partner_id'}"/>
+ <filter string="Priority" icon="terp-sale" domain="[]" context="{'group_by':'priority'}"/>
+ <separator orientation="vertical"/>
+ <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>
+ <record id="action_report_crm_helpdesk" model="ir.actions.act_window">
+ <field name="name">Helpdesk</field>
+ <field name="res_model">crm.helpdesk.report</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,graph</field>
+ <field name="view_id" ref="view_report_crm_helpdesk_tree"/>
+ <field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
+ </record>
+
+ <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_tree">
+ <field name="sequence" eval="1"/>
+ <field name="view_mode">tree</field>
+ <field name="view_id" ref="view_report_crm_helpdesk_tree"/>
+ <field name="act_window_id" ref="action_report_crm_helpdesk"/>
+ </record>
+
+ <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
+ <field name="sequence" eval="2"/>
+ <field name="view_mode">graph</field>
+ <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
+ <field name="act_window_id" ref="action_report_crm_helpdesk"/>
+ </record>
+
+ <menuitem name="Helpdesk" action="action_report_crm_helpdesk" id="menu_report_crm_helpdesks_tree" parent="base.next_id_64"/>
+
+ </data>
+</openerp>
+
projects / odoo / odoo.git / commitdiff