'name': 'CRM Management - Reporting',
'version': '1.0',
'category': 'Generic Modules/CRM & SRM',
-- 'description': """A module that adds new reports based on CRM cases.
-- Case By section, Case By category""",
++ 'description': """A module that adds new reports based on Leads, Opportunities, Phonecalls, Claims, FunRising.
++ """,
'author': 'Tiny',
'website': 'http://www.openerp.com',
'depends': ['crm'],
('pending','Pending')
]
- class report_crm_case_user(osv.osv):
- _name = "report.crm.case.user"
- _description = "Cases by user and section"
+ class report_crm_case(osv.osv):
+ _name = "report.crm.case"
+ _description = "Cases and 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_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:
++ 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_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': fields.integer('# of Cases', readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'Status', 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),
}
crm_case 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_case_user()
-
- class report_crm_case_categ(osv.osv):
- _name = "report.crm.case.categ"
- _description = "Cases by section and category"
- _auto = False
- _columns = {
- 'name': fields.char('Year',size=64,required=False, readonly=True),
- 'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
- 'nbr': fields.integer('# of Cases', 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),
- }
- _order = 'name desc'
- def init(self, cr):
- tools.drop_view_if_exists(cr, 'report_crm_case_categ')
- cr.execute("""
- create or replace view report_crm_case_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.state,
- c.section_id,
- count(*) as nbr
- from
- crm_case c
- group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
- )""")
- report_crm_case_categ()
-
-
- class report_crm_case_section(osv.osv):
- _name = "report.crm.case.section"
- _description = "Cases by Section"
- _auto = False
-
- _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),
- '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),
- }
- _order = 'name desc'
- def init(self, cr):
- tools.drop_view_if_exists(cr, 'report_crm_case_section')
- cr.execute("""
- create or replace view report_crm_case_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
- from
- crm_case c
- group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'), c.section_id
- )""")
- report_crm_case_section()
+ report_crm_case()
-
-class report_crm_case_section(osv.osv):
- _name = "report.crm.case.section"
- _description = "Cases by Section"
- _auto = False
-
- _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),
- '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),
- }
- _order = 'name desc'
- def init(self, cr):
- tools.drop_view_if_exists(cr, 'report_crm_case_section')
- cr.execute("""
- create or replace view report_crm_case_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
- from
- crm_case c
- group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'), c.section_id
- )""")
-report_crm_case_section()
-
-
-
class report_crm_case_service_dashboard(osv.osv):
_name = "report.crm.case.service.dashboard"
_description = "Report of Closed and Open CRM Cases within past 15 days"
<?xml version="1.0" encoding="utf-8"?>
<openerp>
-- <data>
-- <!--
-- Claim by user and section
-- -->
++ <data>
<record id="view_report_crm_claim_tree" model="ir.ui.view">
<field name="name">report.crm.claim.tree</field>
<field name="model">report.crm.claim</field>
<field name="type">tree</field>
<field name="arch" type="xml">
-- <tree string="Leads">
++ <tree string="Claims">
<field name="name" />
<field name="month"/>
<field name="nbr" string="#Claim"/>
</field>
</record>
- <record id="action_report_crm_claim_tree" model="ir.actions.act_window">
- <field name="name">Claim</field>
+
- <record id="action_report_crm_claim_tree" model="ir.actions.act_window">
- <field name="name">Claim</field>
++ <record id="action_report_crm_claim" model="ir.actions.act_window">
++ <field name="name">Claims</field>
<field name="res_model">report.crm.claim</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_report_crm_claim_tree"/>
- <field name="act_window_id" ref="action_report_crm_claim_tree"/>
+ <field name="act_window_id" ref="action_report_crm_claim"/>
+ </record>
+
+ <record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
- <field name="sequence" eval="2"/>
++ <field name="sequence" eval="1"/>
+ <field name="view_mode">graph</field>
+ <field name="view_id" ref="view_crm_claim_graph"/>
+ <field name="act_window_id" ref="action_report_crm_claim"/>
</record>
- <menuitem name="Claim" id="menu_crm_claim_tree" action="action_report_crm_claim_tree" parent="crm.next_id_52"/>
- <menuitem name="Claim" id="menu_crm_claim_tree" parent="crm.next_id_52"/>
- <menuitem action="action_report_crm_claim" id="menu_crm_claim_user_tree" parent="menu_crm_claim_tree"/>
++ <menuitem name="Claim" id="menu_crm_claim_tree" action="action_report_crm_claim" parent="crm.next_id_52"/>
+
</data>
</openerp>
from osv import fields,osv
import tools
- class report_crm_fundraising_user(osv.osv):
- _name = "report.crm.fundraising.user"
- _description = "Fundraising by user and section"
+ class report_crm_fundraising(osv.osv):
+ _name = "report.crm.fundraising"
- _description = "Fundraising by user and section"
_auto = False
- _inherit = "report.crm.case.user"
+ _inherit = "report.crm.case"
_columns = {
+ 'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]"),
+ 'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
'probability': fields.float('Avg. Probability', readonly=True),
'amount_revenue': fields.float('Est.Revenue', readonly=True),
'amount_costs': fields.float('Est.Cost', readonly=True),
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_fundraising 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_fundraising_user()
-
- class report_crm_fundraising_categ(osv.osv):
- _name = "report.crm.fundraising.categ"
- _description = "Fundraising 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.fundraising')]"),
- '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_fundraising_categ')
- cr.execute("""
- create or replace view report_crm_fundraising_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,
+ c.stage_id,
count(*) as nbr,
++ 0 as avg_answers,
++ 0.0 as perc_done,
++ 0.0 as perc_cancel,
sum(planned_revenue) as amount_revenue,
sum(planned_cost) as amount_costs,
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
from
crm_fundraising c
- group by c.categ_id,to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
+ group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id,c.categ_id,c.stage_id
)""")
- report_crm_fundraising_categ()
-
- class report_crm_fundraising_section(osv.osv):
- _name = "report.crm.fundraising.section"
- _description = "Fundraising 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_fundraising 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_fundraising_section')
- cr.execute("""
- create or replace view report_crm_fundraising_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_fundraising c
- group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
- )""")
- report_crm_fundraising_section()
-
- class report_crm_fundraising_section_type(osv.osv):
- _name = "report.crm.fundraising.section.type"
- _inherit = "report.crm.case.section.type"
- _description = "Fundraising by section and type"
- _auto = False
- _columns = {
- 'type_id': fields.many2one('crm.case.resource.type', 'Fundraising Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
- 'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
- 'amount_revenue': fields.float('Est.Revenue', readonly=True),
- 'delay_close': fields.char('Delay Close', size=20, readonly=True),
- }
- _order = 'type_id'
-
- def init(self, cr):
- tools.sql.drop_view_if_exists(cr, "report_crm_fundraising_section_type")
- cr.execute("""
- create view report_crm_fundraising_section_type as (
- select
- min(c.id) as id,
- to_char(c.create_date,'YYYY') as name,
- to_char(c.create_date, 'MM') as month,
- c.user_id,
- c.state,
- c.type_id,
- c.stage_id,
- c.section_id,
- count(*) as nbr,
- sum(planned_revenue) as amount_revenue,
- to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
- from
- crm_fundraising c
- where c.type_id is not null
- group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.user_id, c.state, c.stage_id, c.type_id, c.section_id)""")
-
- report_crm_fundraising_section_type()
-
- class report_crm_fundraising_section_categ_stage(osv.osv):
- _name = "report.crm.fundraising.section.categ.stage"
- _inherit = "report.crm.case.section.categ.stage"
- _description = "Fundraising by Section, Category and Stage"
- _auto = False
- _columns = {
- 'categ_id': fields.many2one('crm.case.categ','Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
- 'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
- 'delay_close': fields.char('Delay Close', size=20, readonly=True),
- }
- _order = 'stage_id, categ_id'
-
- def init(self, cr):
- tools.sql.drop_view_if_exists(cr, "report_crm_fundraising_section_categ_stage")
- cr.execute("""
- create view report_crm_fundraising_section_categ_stage as (
- select
- min(c.id) as id,
- to_char(c.create_date,'YYYY') as name,
- to_char(c.create_date, 'MM') as month,
- c.user_id,
- c.categ_id,
- c.state,
- c.stage_id,
- c.section_id,
- count(*) as nbr,
- to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
- from
- crm_fundraising c
- where c.categ_id is not null AND c.stage_id is not null
- group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.state, c.stage_id, c.section_id)""")
-
- report_crm_fundraising_section_categ_stage()
-
- class report_crm_fundraising_section_categ_type(osv.osv):
- _name = "report.crm.fundraising.section.categ.type"
- _inherit = "report.crm.case.section.categ.type"
- _description = "Fundraising by Section, Category and Type"
- _auto = False
- _columns = {
- 'categ_id':fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
- 'type_id': fields.many2one('crm.case.resource.type', 'Fundraising Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
- 'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
- 'delay_close': fields.char('Delay Close', size=20, readonly=True),
- }
- _order = 'categ_id, type_id'
-
- def init(self, cr):
- tools.sql.drop_view_if_exists(cr, "report_crm_fundraising_section_categ_type")
- cr.execute("""
- create view report_crm_fundraising_section_categ_type as (
- select
- min(c.id) as id,
- to_char(c.create_date, 'YYYY') as name,
- to_char(c.create_date, 'MM') as month,
- c.user_id,
- c.categ_id,
- c.type_id,
- c.state,
- c.stage_id,
- c.section_id,
- count(*) as nbr,
- to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
- from
- crm_fundraising c
- where c.categ_id is not null AND c.type_id is not null
- group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.type_id, c.state, c.stage_id, c.section_id)""")
-
- report_crm_fundraising_section_categ_type()
-
- # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
+ report_crm_fundraising()
-
-
-class report_crm_fundraising_section(osv.osv):
- _name = "report.crm.fundraising.section"
- _description = "Fundraising 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_fundraising 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_fundraising_section')
- cr.execute("""
- create or replace view report_crm_fundraising_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_fundraising c
- group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
- )""")
-report_crm_fundraising_section()
-
-
-# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
++# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
</field>
</record>
- <record id="view_crm_fundraising_user_graph" model="ir.ui.view">
- <field name="name">report.crm.fundraising.user.graph</field>
- <field name="model">report.crm.fundraising.user</field>
+ <record id="view_crm_fundraising_graph" model="ir.ui.view">
+ <field name="name">report.crm.fundraising.graph</field>
+ <field name="model">report.crm.fundraising</field>
<field name="type">graph</field>
<field name="arch" type="xml">
- <graph orientation="horizontal" string="fundraising by User and Section" type="bar">
- <graph orientation="horizontal" string="Fundraising by User and Section" type="bar">
++ <graph orientation="horizontal" string="Fundraising" type="bar">
<field name="state"/>
<field name="nbr" operator="+"/>
<field group="True" name="user_id"/>
</field>
</record>
- <record id="action_report_crm_fundraising_user_tree" model="ir.actions.act_window">
- <field name="name">Fundraising by User and Section</field>
- <field name="res_model">report.crm.fundraising.user</field>
- <field name="view_type">form</field>
- <field name="view_mode">graph,tree</field>
- <field name="view_id" ref="view_crm_fundraising_user_graph"/>
- <field name="search_view_id" ref="view_crm_fundraising_user_filter"/>
- </record>
- <menuitem name="Fundraising" id="menu_crm_fundraising_tree" parent="crm.next_id_52"/>
- <menuitem action="action_report_crm_fundraising_user_tree" id="menu_crm_fundraising_user_tree" parent="menu_crm_fundraising_tree"/>
-
- <!-- # Fundraising by section and category of case -->
-
- <record id="view_crm_fundraising_categ_tree" model="ir.ui.view">
- <field name="name">report.crm.fundraising.categ.tree</field>
- <field name="model">report.crm.fundraising.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_fundraising_categ_form" model="ir.ui.view">
- <field name="name">report.crm.fundraising.categ.form</field>
- <field name="model">report.crm.fundraising.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_fundraising_categ_graph" model="ir.ui.view">
- <field name="name">report.crm.fundraising.categ.graph</field>
- <field name="model">report.crm.fundraising.categ</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph orientation="horizontal" string="fundraising 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_fundraising_categ_filter" model="ir.ui.view">
- <field name="name">report.crm.fundraising.categ.select</field>
- <field name="model">report.crm.fundraising.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_fundraising_categ_tree" model="ir.actions.act_window">
- <field name="name">Fundraising by Categories and Section</field>
- <field name="res_model">report.crm.fundraising.categ</field>
- <field name="view_type">form</field>
- <field name="view_mode">graph,tree</field>
- <field name="view_id" ref="view_crm_fundraising_categ_graph"/>
- <field name="search_view_id" ref="view_crm_fundraising_categ_filter"/>
- </record>
- <menuitem action="action_report_crm_fundraising_categ_tree" id="menu_crm_fundraising_categ_tree" parent="menu_crm_fundraising_tree"/>
-
- <!-- Fundraising by Section -->
-
- <record id="view_report_crm_fundraising_section_tree" model="ir.ui.view">
- <field name="name">report.crm.fundraising.section.tree</field>
- <field name="model">report.crm.fundraising.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_fundraising_section_graph" model="ir.ui.view">
- <field name="name">report.crm.fundraising.section.graph</field>
- <field name="model">report.crm.fundraising.section</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph orientation="horizontal" string="fundraising by Section" type="bar">
- <field name="name"/>
- <field name="nbr_cases" operator="+"/>
- </graph>
- </field>
- </record>
-
- <record id="view_report_crm_fundraising_section_filter" model="ir.ui.view">
- <field name="name">report.crm.fundraising.section.select</field>
- <field name="model">report.crm.fundraising.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_fundraising_section_tree" model="ir.actions.act_window">
- <field name="name">Fundraising by Section</field>
- <field name="res_model">report.crm.fundraising.section</field>
+ <record id="action_report_crm_fundraising" model="ir.actions.act_window">
- <field name="name">Fundraising by User and Section</field>
++ <field name="name">Fundraising</field>
+ <field name="res_model">report.crm.fundraising</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
- <field name="view_id" ref="view_report_crm_fundraising_section_graph"/>
- <field name="search_view_id" ref="view_report_crm_fundraising_section_filter"/>
- </record>
- <menuitem action="action_report_crm_fundraising_section_tree" id="menu_crm_fundraising_section_tree" parent="menu_crm_fundraising_tree"/>
-
- #
- # Fundraising by section and type
- #
-
- <record model="ir.ui.view" id="view_crm_fundraising_section_categ_tree">
- <field name="name">CRM Report - Sections and Type(Tree)</field>
- <field name="model">report.crm.fundraising.section.type</field>
- <field name="inherit_id" ref="view_crm_case_section_categ_tree"/>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <field name="user_id" position="after">
- <field name="type_id"/>
- <field name="stage_id"/>
- <field name="amount_revenue"/>
- <field name="delay_close"/>
- </field>
- </field>
- </record>
- <record model="ir.ui.view" id="view_crm_fundraising_section_categ_form">
- <field name="name">CRM Report - Sections and Type(Form)</field>
- <field name="model">report.crm.fundraising.section.type</field>
- <field name="inherit_id" ref="view_crm_case_section_categ_form"/>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <field name="user_id" position="after">
- <field name="type_id"/>
- <field name="stage_id"/>
- <field name="amount_revenue"/>
- <field name="delay_close"/>
- </field>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_crm_fundraising_section_categ_graph">
- <field name="name">CRM Report - Sections and Type(Graph)</field>
- <field name="model">report.crm.fundraising.section.type</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Fundraising by Section and Type" type="bar" orientation="horizontal">
- <field name="type_id"/>
- <field name="amount_revenue" operator="+"/>
- <field name="section_id" group="True"/>
- </graph>
- </field>
- </record>
- <record id="view_crm_fundraising_section_categ_filter" model="ir.ui.view">
- <field name="name">CRM Report - Sections and Type(Select)</field>
- <field name="model">report.crm.fundraising.section.type</field>
- <field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <field name="section_id" position="after">
- <field name="type_id"/>
- </field>
- </field>
- </record>
-
- <record model="ir.actions.act_window" id="action_report_crm_fundraising_section_categ_tree">
- <field name="res_model">report.crm.fundraising.section.type</field>
- <field name="name">Fundraising by section and type</field>
- <field name="view_type">form</field>
- <field name="view_mode">graph,tree</field>
- <field name="search_view_id" ref="view_crm_fundraising_section_categ_filter"/>
- </record>
- <record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_graph">
- <field name="sequence" eval="1"/>
- <field name="view_mode">graph</field>
- <field name="view_id" ref="view_crm_fundraising_section_categ_graph"/>
- <field name="act_window_id" ref="action_report_crm_fundraising_section_categ_tree"/>
- </record>
- <record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_tree">
- <field name="sequence" eval="2"/>
- <field name="view_mode">tree</field>
- <field name="view_id" ref="view_crm_fundraising_section_categ_tree"/>
- <field name="act_window_id" ref="action_report_crm_fundraising_section_categ_tree"/>
- </record>
- <menuitem action="action_report_crm_fundraising_section_categ_tree" id="menu_crm_fundraising_section_categ_tree" parent="menu_crm_fundraising_tree"/>
-
- #
- # Fundraising by section, category and stage
- #
-
- <record model="ir.ui.view" id="view_crm_fundraising_section_categ_stage_tree">
- <field name="name">CRM Report - Section, Category and Stage(Tree)</field>
- <field name="model">report.crm.fundraising.section.categ.stage</field>
- <field name="inherit_id" ref="view_crm_case_section_categ_stage_tree"/>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <field name="user_id" position="after">
- <field name="categ_id"/>
- <field name="stage_id"/>
- <field name="delay_close"/>
- </field>
- </field>
- </record>
- <record model="ir.ui.view" id="view_crm_fundraising_section_categ_stage_form">
- <field name="name">CRM Report - Section, Category and Stage(Form)</field>
- <field name="model">report.crm.fundraising.section.categ.stage</field>
- <field name="inherit_id" ref="view_crm_case_section_categ_stage_form"/>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <field name="user_id" position="after">
- <field name="categ_id"/>
- <field name="stage_id"/>
- <field name="delay_close"/>
- </field>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_crm_fundraising_section_categ_stage_graph">
- <field name="name">CRM Report - Section, Category and Stage(Select)</field>
- <field name="model">report.crm.fundraising.section.categ.stage</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Fundraising by Section, Category and Stage" type="bar" orientation="horizontal">
- <field name="categ_id"/>
- <field name="nbr" operator="+"/>
- <field name="section_id" group="True"/>
- </graph>
- </field>
- </record>
- <record id="view_crm_fundraising_section_categ_stage_filter" model="ir.ui.view">
- <field name="name">CRM Report - Section, Category and Stage(Select)</field>
- <field name="model">report.crm.fundraising.section.categ.stage</field>
- <field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <field name="section_id" position="after">
- <field name="categ_id"/>
- <field name="stage_id"/>
- </field>
- </field>
+ <field name="view_id" ref="view_crm_fundraising_graph"/>
+ <field name="search_view_id" ref="view_crm_fundraising_filter"/>
</record>
-
- <record model="ir.actions.act_window" id="action_report_crm_fundraising_section_categ_stage_tree">
- <field name="res_model">report.crm.fundraising.section.categ.stage</field>
- <field name="name">Fundraising by section, category and stage</field>
- <field name="view_type">form</field>
- <field name="view_mode">graph,tree</field>
- <field name="search_view_id" ref="view_crm_fundraising_section_categ_stage_filter"/>
- </record>
- <record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_stage_graph">
- <field name="sequence" eval="1"/>
- <field name="view_mode">graph</field>
- <field name="view_id" ref="view_crm_fundraising_section_categ_stage_graph"/>
- <field name="act_window_id" ref="action_report_crm_fundraising_section_categ_stage_tree"/>
- </record>
- <record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_stage_tree">
- <field name="sequence" eval="2"/>
- <field name="view_mode">tree</field>
- <field name="view_id" ref="view_crm_fundraising_section_categ_stage_tree"/>
- <field name="act_window_id" ref="action_report_crm_fundraising_section_categ_stage_tree"/>
- </record>
- <menuitem action="action_report_crm_fundraising_section_categ_stage_tree" id="menu_crm_fundraising_section_categ_stage_tree" parent="menu_crm_fundraising_tree"/>
- #
- # Fundraising by section, category and type
- #
+
- <record model="ir.actions.act_window.view" id="action_report_crm_phonecall_tree">
++ <record model="ir.actions.act_window.view" id="action_report_crm_fundrising_tree">
+ <field name="sequence" eval="2"/>
+ <field name="view_mode">tree</field>
+ <field name="view_id" ref="view_crm_fundraising_tree"/>
+ <field name="act_window_id" ref="action_report_crm_fundraising"/>
- </record>
- <menuitem name="Fundraising" id="menu_crm_fundraising_tree" parent="crm.next_id_52"/>
- <menuitem action="action_report_crm_fundraising" id="menu_crm_fundraising_user_tree" parent="menu_crm_fundraising_tree"/>
-
++ </record>
+
- <record model="ir.ui.view" id="view_crm_fundraising_section_categ_type_tree">
- <field name="name">CRM Report - Section, Category and Type(Tree)</field>
- <field name="model">report.crm.fundraising.section.categ.type</field>
- <field name="inherit_id" ref="view_crm_case_section_categ_type_tree"/>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <field name="user_id" position="after">
- <field name="categ_id"/>
- <field name="type_id"/>
- <field name="stage_id"/>
- <field name="delay_close"/>
- </field>
- </field>
- </record>
- <record model="ir.ui.view" id="view_crm_fundraising_section_categ_type_form">
- <field name="name">CRM Report - Section, Category and Type(Form)</field>
- <field name="model">report.crm.fundraising.section.categ.type</field>
- <field name="inherit_id" ref="view_crm_case_section_categ_type_form"/>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <field name="user_id" position="after">
- <field name="categ_id"/>
- <field name="type_id"/>
- <field name="stage_id"/>
- <field name="delay_close"/>
- </field>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_crm_fundraising_section_categ_type_graph">
- <field name="name">CRM Report - Section, Category and Type(Select)</field>
- <field name="model">report.crm.fundraising.section.categ.type</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Fundraising by Section, Category and Type" type="bar" orientation="horizontal">
- <field name="type_id"/>
- <field name="nbr" operator="+"/>
- <field name="section_id" group="True"/>
- </graph>
- </field>
- </record>
- <record id="view_crm_fundraising_section_categ_type_filter" model="ir.ui.view">
- <field name="name">CRM Report - Section, Category and Type(Select)</field>
- <field name="model">report.crm.fundraising.section.categ.type</field>
- <field name="inherit_id" ref="view_crm_case_section_categ_type_filter"/>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <field name="section_id" position="after">
- <field name="categ_id" select="1"/>
- <field name="type_id" select="1"/>
- <field name="stage_id" select="1"/>
- </field>
- </field>
- </record>
-
- <record model="ir.actions.act_window" id="action_report_crm_fundraising_section_categ_type_tree">
- <field name="res_model">report.crm.fundraising.section.categ.type</field>
- <field name="name">Fundraising by section, category and type</field>
- <field name="view_type">form</field>
- <field name="view_mode">graph,tree</field>
- <field name="search_view_id" ref="view_crm_fundraising_section_categ_type_filter"/>
- </record>
- <record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_type_graph">
- <field name="sequence" eval="1"/>
- <field name="view_mode">graph</field>
- <field name="view_id" ref="view_crm_fundraising_section_categ_type_graph"/>
- <field name="act_window_id" ref="action_report_crm_fundraising_section_categ_type_tree"/>
- </record>
- <record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_type_tree">
- <field name="sequence" eval="2"/>
- <field name="view_mode">tree</field>
- <field name="view_id" ref="view_crm_fundraising_section_categ_type_tree"/>
- <field name="act_window_id" ref="action_report_crm_fundraising_section_categ_type_tree"/>
- </record>
- <menuitem action="action_report_crm_fundraising_section_categ_type_tree" id="menu_crm_fundraising_section_categ_type_tree" parent="menu_crm_fundraising_tree"/>
- </data>
++ <record model="ir.actions.act_window.view" id="action_report_crm_fundrising_graph">
++ <field name="sequence" eval="1"/>
++ <field name="view_mode">graph</field>
++ <field name="view_id" ref="view_crm_fundraising_graph"/>
++ <field name="act_window_id" ref="action_report_crm_fundraising"/>
++ </record>
++ <menuitem name="Fundraising" action="action_report_crm_fundraising" id="menu_crm_fundraising_tree" parent="crm.next_id_52"/>
++
+ </data>
</openerp>
c.user_id,
c.stage_id,
c.section_id,
+ c.categ_id,
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_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
+ 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
)""")
report_crm_lead()
-
-#
-#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:=======
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
</record>
-- <record id="action_report_crm_lead_tree" model="ir.actions.act_window">
++ <record id="action_report_crm_lead" model="ir.actions.act_window">
<field name="name">Leads</field>
<field name="res_model">report.crm.lead</field>
<field name="view_type">form</field>
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_crm_lead_tree"/>
- <field name="act_window_id" ref="action_report_crm_lead_tree"/>
+ <field name="act_window_id" ref="action_report_crm_lead"/>
</record>
-
-
- <menuitem name="Leads" id="menu_crm_leads_tree" parent="crm.next_id_52" action="action_report_crm_lead_tree"/>
+
+ <record model="ir.actions.act_window.view" id="action_report_crm_lead_graph">
- <field name="sequence" eval="2"/>
++ <field name="sequence" eval="1"/>
+ <field name="view_mode">graph</field>
+ <field name="view_id" ref="view_crm_lead_graph"/>
+ <field name="act_window_id" ref="action_report_crm_lead"/>
+ </record>
-
-
-
-
- <!-- 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">graph,tree</field>
- <field name="view_id" ref="view_report_crm_lead_section_graph"/>
- <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"/>
- -->
-
+ <menuitem name="Leads" id="menu_crm_leads_tree" parent="crm.next_id_52" action="action_report_crm_lead"/>
</data>
</openerp>
class report_crm_opportunity(osv.osv):
_name = "report.crm.opportunity"
_auto = False
- _inherit = "report.crm.case.user"
- _inherit = "report.crm.case"
++ _inherit = "report.crm.case"
++
_columns = {
'probability': fields.float('Avg. Probability', readonly=True),
'amount_revenue': fields.float('Est.Revenue', readonly=True),
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
'delay_close': fields.char('Delay to close', size=20, readonly=True),
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]"),
-- 'stage_id':fields.many2one('crm.case.stage', 'Stage', 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),
}
def init(self, cr):
tools.drop_view_if_exists(cr, 'report_crm_opportunity')
c.categ_id,
c.stage_id,
count(*) as nbr,
++ 0 as avg_answers,
++ 0.0 as perc_done,
++ 0.0 as perc_cancel,
sum(planned_revenue) as amount_revenue,
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
avg(probability)::decimal(16,2) as probability,
</field>
</record>
-- <record id="action_report_crm_opportunity_tree" model="ir.actions.act_window">
++ <record id="action_report_crm_opportunity" model="ir.actions.act_window">
<field name="name">Opportunity</field>
<field name="res_model">report.crm.opportunity</field>
<field name="view_type">form</field>
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_crm_opportunity_tree"/>
- <field name="act_window_id" ref="action_report_crm_opportunity_tree"/>
- </record>
- <menuitem name="Opportinities" action="action_report_crm_opportunity_tree" id="menu_crm_opportunity_tree" parent="crm.next_id_52"/>
+ <field name="act_window_id" ref="action_report_crm_opportunity"/>
- </record>
-
-
-<!-- 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">graph,tree</field>
- <field name="view_id" ref="view_report_crm_opportunity_section_graph"/>
- <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"/>
- -->
- <menuitem name="Opportinities" action="action_report_crm_opportunity_tree" id="menu_crm_opportunity_tree" parent="crm.next_id_52"/>
++ </record>
++ <record model="ir.actions.act_window.view" id="action_report_crm_opportunity_graph">
++ <field name="sequence" eval="1"/>
++ <field name="view_mode">graph</field>
++ <field name="view_id" ref="view_crm_opportunity_graph"/>
++ <field name="act_window_id" ref="action_report_crm_opportunity"/>
++ </record>
++ <menuitem name="Opportinities" action="action_report_crm_opportunity" id="menu_crm_opportunity_tree" parent="crm.next_id_52"/>
</data>
</openerp>
c.state,
c.user_id,
c.section_id,
- count(*) as nbr,
- to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
- from
- crm_phonecall 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_phonecall_user()
-
- class report_crm_phonecall_categ(osv.osv):
- _name = "report.crm.phonecall.categ"
- _description = "Phone calls 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.phonecall')]"),
- 'delay_close': fields.char('Delay Close', size=20, readonly=True),
- }
-
- def init(self, cr):
- tools.drop_view_if_exists(cr, 'report_crm_phonecall_categ')
- cr.execute("""
- create or replace view report_crm_phonecall_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,
- to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
- from
- crm_phonecall 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_phonecall_categ()
-
- class report_crm_phonecall_section(osv.osv):
- _name = "report.crm.phonecall.section"
- _description = "Phone calls 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_phonecall 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_phonecall_section')
- cr.execute("""
- create or replace view report_crm_phonecall_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,
- count(*) as nbr,
- to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
- from
- crm_phonecall c
- group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id, c.categ_id
- )""")
-report_crm_phonecall()
-
-
-class report_crm_phonecall_section(osv.osv):
- _name = "report.crm.phonecall.section"
- _description = "Phone calls 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_phonecall 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_phonecall_section')
- cr.execute("""
- create or replace view report_crm_phonecall_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,
++ count(*) as nbr,
0 as avg_answers,
0.0 as perc_done,
-- 0.0 as perc_cancel,
++ 0.0 as perc_cancel,
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
from
crm_phonecall c
-- group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
++ group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id, c.categ_id
)""")
--report_crm_phonecall_section()
--
++report_crm_phonecall()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
</field>
</record>
- <record id="view_crm_phonecall_user_filter" model="ir.ui.view">
- <field name="name">report.crm.phonecall.user.select</field>
- <field name="model">report.crm.phonecall.user</field>
- <field name="inherit_id" ref="view_crm_case_user_filter"/>
+ <record id="view_crm_phonecall_filter" model="ir.ui.view">
+ <field name="name">report.crm.phonecall.select</field>
+ <field name="model">report.crm.phonecall</field>
<field name="type">search</field>
<field name="arch" type="xml">
- <field name="state" position="before">
- </field>
- <search string="Search Cases by User">
++ <search string="Search">
+ <group col="16" colspan="8">
+ <filter string="My Cases" icon="terp-hr" domain="[('user_id','=',uid)]" help="My cases by section"/>
+ <separator orientation="vertical"/>
+ <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
+ <filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
+ <filter string="Won" icon="terp-hr" domain="[('state','=','done')]"/>
+ <filter string="Lost" icon="terp-hr" domain="[('state','=','cancel')]"/>
+ <separator orientation="vertical"/>
+ <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="state" select="1"/>
+ </group>
+ <newline/>
+ <group expand="1" string="Group By..." colspan="4" col="8">
+ <filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}"/>
+ <filter string="Section" icon="terp-sale" domain="[]" context="{'group_by':'section_id'}"/>
+ <filter string="State" icon="terp-sale" domain="[]" context="{'group_by':'state'}"/>
+ <filter string="Month" icon="terp-sale" domain="[]" context="{'group_by':'month'}"/>
+ <filter string="Category" icon="terp-sale" domain="[]" context="{'group_by':'categ_id'}"/>
+ </group>
+ </search>
+
</field>
</record>
- <record id="action_report_crm_phonecall_user_tree" model="ir.actions.act_window">
- <field name="name">Phone calls by User and Section</field>
- <field name="res_model">report.crm.phonecall.user</field>
- <field name="view_type">form</field>
- <field name="view_mode">graph,tree</field>
- <field name="view_id" ref="view_crm_phonecall_user_graph"/>
- <field name="search_view_id" ref="view_crm_phonecall_user_filter"/>
- </record>
- <menuitem name="Phone Calls" id="menu_crm_phonecalls_tree" parent="crm.next_id_52"/>
- <menuitem action="action_report_crm_phonecall_user_tree" id="menu_crm_phonecall_user_tree" parent="menu_crm_phonecalls_tree"/>
-
- <!-- # Phonecalls by section and category of case -->
-
- <record id="view_crm_phonecall_categ_tree" model="ir.ui.view">
- <field name="name">report.crm.phonecall.categ.tree</field>
- <field name="model">report.crm.phonecall.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_revenue_prob"/>
- <field name="probability"/>
- </field>
- </field>
- </record>
- <record id="view_crm_phonecall_categ_form" model="ir.ui.view">
- <field name="name">report.crm.phonecall.categ.form</field>
- <field name="model">report.crm.phonecall.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_revenue_prob"/>
- <field name="probability"/>
- </field>
- </field>
- </record>
-
- <record id="view_crm_phonecall_categ_graph" model="ir.ui.view">
- <field name="name">report.crm.phonecall.categ.graph</field>
- <field name="model">report.crm.phonecall.categ</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph orientation="horizontal" string="Phone calls 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_phonecall_categ_filter" model="ir.ui.view">
- <field name="name">report.crm.phonecall.categ.select</field>
- <field name="model">report.crm.phonecall.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_phonecall_categ_tree" model="ir.actions.act_window">
- <field name="name">Phone calls by Categories and Section</field>
- <field name="res_model">report.crm.phonecall.categ</field>
+ <record id="action_report_crm_phonecall" model="ir.actions.act_window">
- <field name="name">Phone calls by User and Section</field>
++ <field name="name">Phone calls</field>
+ <field name="res_model">report.crm.phonecall</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
- <field name="view_id" ref="view_crm_phonecall_categ_graph"/>
- <field name="search_view_id" ref="view_crm_phonecall_categ_filter"/>
+ <field name="view_id" ref="view_crm_phonecall_graph"/>
+ <field name="search_view_id" ref="view_crm_phonecall_filter"/>
</record>
- <menuitem action="action_report_crm_phonecall_categ_tree" id="menu_crm_phonecall_categ_tree" parent="menu_crm_phonecalls_tree"/>
-
- <!-- Phone calls by Section -->
+
+ <record model="ir.actions.act_window.view" id="action_report_crm_phonecall_tree">
+ <field name="sequence" eval="2"/>
+ <field name="view_mode">tree</field>
+ <field name="view_id" ref="view_crm_phonecall_tree"/>
+ <field name="act_window_id" ref="action_report_crm_phonecall"/>
- </record>
-
- <menuitem name="Phone Calls" id="menu_crm_phonecalls_tree" parent="crm.next_id_52"/>
- <menuitem action="action_report_crm_phonecall" id="menu_crm_phonecall_tree" parent="menu_crm_phonecalls_tree"/>
-
-<!-- Phone calls by Section
-
- <record id="view_report_crm_phonecall_section_tree" model="ir.ui.view">
- <field name="name">report.crm.phonecall.section.tree</field>
- <field name="model">report.crm.phonecall.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_phonecall_section_graph" model="ir.ui.view">
- <field name="name">report.crm.phonecall.section.graph</field>
- <field name="model">report.crm.phonecall.section</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph orientation="horizontal" string="Phone calls by Section" type="bar">
- <field name="name"/>
- <field name="nbr_cases" operator="+"/>
- </graph>
- </field>
- </record>
-
- <record id="view_report_crm_phonecall_section_filter" model="ir.ui.view">
- <field name="name">report.crm.phonecall.section.select</field>
- <field name="model">report.crm.phonecall.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>
- <record id="view_report_crm_phonecall_section_tree" model="ir.ui.view">
- <field name="name">report.crm.phonecall.section.tree</field>
- <field name="model">report.crm.phonecall.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_phonecall_section_graph" model="ir.ui.view">
- <field name="name">report.crm.phonecall.section.graph</field>
- <field name="model">report.crm.phonecall.section</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph orientation="horizontal" string="Phone calls by Section" type="bar">
- <field name="name"/>
- <field name="nbr_cases" operator="+"/>
- </graph>
- </field>
- </record>
-
- <record id="view_report_crm_phonecall_section_filter" model="ir.ui.view">
- <field name="name">report.crm.phonecall.section.select</field>
- <field name="model">report.crm.phonecall.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_phonecall_section_tree" model="ir.actions.act_window">
-- <field name="name">Phone calls by Section</field>
-- <field name="res_model">report.crm.phonecall.section</field>
-- <field name="view_type">form</field>
-- <field name="view_mode">graph,tree</field>
-- <field name="view_id" ref="view_report_crm_phonecall_section_graph"/>
-- <field name="search_view_id" ref="view_report_crm_phonecall_section_filter"/>
-- </record>
- <menuitem action="action_report_crm_phonecall_section_tree" id="menu_crm_phonecall_section_tree" parent="menu_crm_phonecalls_tree"/>
- <menuitem action="action_report_crm_phonecall_section_tree" id="menu_crm_phonecall_section_tree" parent="menu_crm_phonecalls_tree"/>-->-->
-
++ <record model="ir.actions.act_window.view" id="action_report_crm_phonecall_graph">
++ <field name="sequence" eval="1"/>
++ <field name="view_mode">graph</field>
++ <field name="view_id" ref="view_crm_phonecall_graph"/>
++ <field name="act_window_id" ref="action_report_crm_phonecall"/>
++ </record>
++
++ <menuitem name="Phone Calls" action="action_report_crm_phonecall" id="menu_crm_phonecalls_tree" parent="crm.next_id_52"/>
++
</data>
</openerp>
<?xml version="1.0" encoding="utf-8"?>
<openerp>
-- <data>
-
- <!--
- Cases by user and section
- -->
++ <data>
- <!--
- Cases by user and section
- -->
-
- <record id="view_crm_case_user_tree" model="ir.ui.view">
- <field name="name">report.crm.case.user.tree</field>
- <field name="model">report.crm.case.user</field>
+ <record id="view_crm_case_tree" model="ir.ui.view">
+ <field name="name">report.crm.case.tree</field>
+ <field name="model">report.crm.case</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Cases by User and Section">
- <tree string="Cases and Section">
++ <tree string="Cases">
<field name="name" />
<field name="month"/>
<field name="user_id"/>
</tree>
</field>
</record>
- <record id="view_crm_case_user_form" model="ir.ui.view">
- <field name="name">report.crm.case.user.form</field>
- <field name="model">report.crm.case.user</field>
+ <record id="view_crm_case_form" model="ir.ui.view">
+ <field name="name">report.crm.case.form</field>
+ <field name="model">report.crm.case</field>
<field name="type">form</field>
<field name="arch" type="xml">
-- <form string="Cases by User and Section">
++ <form string="Cases">
<field name="name" select="1"/>
<field name="month" select="1"/>
<field name="user_id" select="1"/>
</field>
</record>
- <record id="view_crm_case_user_filter" model="ir.ui.view">
- <field name="name">report.crm.case.user.select</field>
- <field name="model">report.crm.case.user</field>
+ <record id="view_crm_case_filter" model="ir.ui.view">
+ <field name="name">report.crm.case.select</field>
+ <field name="model">report.crm.case</field>
<field name="type">search</field>
<field name="arch" type="xml">
-- <search string="Search Cases by User">
++ <search string="Search">
<group col="16" colspan="8">
<filter string="My Cases" icon="terp-hr" domain="[('user_id','=',uid)]" help="My cases by section"/>
<separator orientation="vertical"/>
<menuitem id="crm.next_id_52" name="Cases" parent="base.next_id_64" sequence="0"/>
- <record id="action_report_crm_case_user_tree" model="ir.actions.act_window">
- <field name="name">Cases by User and Section</field>
- <field name="res_model">report.crm.case.user</field>
+ <record id="action_report_crm_case_tree" model="ir.actions.act_window">
- <field name="name">Cases by User and Section</field>
++ <field name="name">Cases</field>
+ <field name="res_model">report.crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
- <field name="search_view_id" ref="view_crm_case_user_filter"/>
+ <field name="search_view_id" ref="view_crm_case_filter"/>
</record>
<!--<menuitem action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree" parent="crm.next_id_52"/>
-->
- <!-- # Cases by section and categoryof case -->
-
- <record id="view_crm_case_categ_tree" model="ir.ui.view">
- <field name="name">report.crm.case.categ.tree</field>
- <field name="model">report.crm.case.categ</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Cases by User and Section">
- <field name="name"/>
- <field name="section_id" select="1"/>
- <field name="month"/>
- <field name="nbr"/>
- <field name="state"/>
- </tree>
- </field>
- </record>
- <record id="view_crm_case_categ_form" model="ir.ui.view">
- <field name="name">report.crm.case.categ.form</field>
- <field name="model">report.crm.case.categ</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Cases by User and Section">
- <field name="name" select="1"/>
- <field name="section_id" select="1"/>
- <field name="month" select="1"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </form>
- </field>
- </record>
-
- <record id="view_crm_case_categ_filter" model="ir.ui.view">
- <field name="name">report.crm.case.categ.select</field>
- <field name="model">report.crm.case.categ</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Search Cases by categories and Sections">
- <group col="12" colspan="4">
- <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
- <filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
- <separator orientation="vertical"/>
- <field name="name" select="1"/>
- <field name="section_id" select="1"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </group>
- </search>
- </field>
- </record>
-
- <record id="action_report_crm_case_categ_tree" model="ir.actions.act_window">
- <field name="name">Cases by Categories and Section</field>
- <field name="res_model">report.crm.case.categ</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,graph</field>
- <field name="search_view_id" ref="view_crm_case_categ_filter"/>
- </record>
<!-- <menuitem action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree" parent="crm.next_id_52"/>-->
- <act_window domain="[('user_id', '=', active_id)]" id="act_res_users_2_report_crm_case_user" name="Monthly cases" res_model="report.crm.case.user" src_model="res.users"/>
-
- <act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_user" name="Monthly cases by user" res_model="report.crm.case.user" src_model="crm.case.section"/>
-
- <act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_categ" name="Monthly cases by section" res_model="report.crm.case.categ" src_model="crm.case.section"/>
-
+ <act_window domain="[('user_id', '=', active_id)]" id="act_res_users_2_report_crm_case_user" name="Monthly cases" res_model="report.crm.case" src_model="res.users"/>
- <!-- Cases by Section -->
+ <act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_user" name="Monthly cases by user" res_model="report.crm.case" src_model="crm.case.section"/>
- <record id="view_report_crm_case_section_tree" model="ir.ui.view">
- <field name="name">report.crm.case.section.tree</field>
- <field name="model">report.crm.case.section</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Cases by Section">
- <field name="name" select="1"/>
- <field name="section_id" select="1"/>
- <field name="month" select="1"/>
- <field name="nbr_cases" select="1"/>
- <field name="avg_answers"/>
- </tree>
- </field>
- </record>
-
- <record id="view_report_crm_case_section_graph" model="ir.ui.view">
- <field name="name">report.crm.case.section.graph</field>
- <field name="model">report.crm.case.section</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph orientation="horizontal" string="Cases by Section" type="bar">
- <field name="name"/>
- <field name="nbr_cases" operator="+"/>
- </graph>
- </field>
- </record>
+ <act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_categ" name="Monthly cases by section" res_model="report.crm.case" src_model="crm.case.section"/>
- <record id="view_report_crm_case_section_filter" model="ir.ui.view">
- <field name="name">report.crm.case.section.select</field>
- <field name="model">report.crm.case.section</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Search Cases by Section">
- <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.strftime('%%m'))]"/>
- <separator orientation="vertical"/>
- <field name="name" select="1"/>
- <field name="section_id" select="1"/>
- <field name="month" select="1"/>
- <field name="nbr_cases" select="1"/>
- </group>
- </search>
- </field>
- </record>
-
-
- <record id="action_report_crm_case_section_tree" model="ir.actions.act_window">
- <field name="name">Cases by Section</field>
- <field name="res_model">report.crm.case.section</field>
- <field name="view_type">form</field>
- <field name="view_mode">graph,tree</field>
- <field name="search_view_id" ref="view_report_crm_case_section_filter"/>
- </record>
-
- #
- # Cases by section and stage
- #
- <record model="ir.ui.view" id="view_crm_case_section_stage_tree">
- <field name="name">CRM Report - Sections and Stage(Tree)</field>
- <field name="model">report.crm.case.section.stage</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Cases by Section and Stage">
- <field name="name"/>
- <field name="month"/>
- <field name="user_id"/>
- <field name="section_id"/>
- <field name="nbr"/>
- <field name="state"/>
- </tree>
- </field>
- </record>
- <record model="ir.ui.view" id="view_crm_case_section_stage_form">
- <field name="name">CRM Report - Sections and Stage(Form)</field>
- <field name="model">report.crm.case.section.stage</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Cases by Section and Stage">
- <field name="name"/>
- <field name="month"/>
- <field name="user_id"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </form>
- </field>
- </record>
-
- <record id="view_crm_case_section_stage_filter" model="ir.ui.view">
- <field name="name">CRM Report - Sections and Stage(Select)</field>
- <field name="model">report.crm.case.section.stage</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Cases by Section and Stage">
- <group col="8" colspan="4">
- <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by Section and Stage for this year"/>
- <filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by Section and Stage for this month"/>
- <separator orientation="vertical"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </group>
- </search>
- </field>
- </record>
-
- <record model="ir.actions.act_window" id="action_report_crm_case_section_stage_tree">
- <field name="res_model">report.crm.case.section.stage</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree</field>
- <field name="search_view_id" ref="view_crm_case_section_stage_filter"/>
- </record>
-
- #
- # Cases by section and type of case
- #
-
- <record model="ir.ui.view" id="view_crm_case_section_categ_tree">
- <field name="name">CRM Report - Sections and Type(Tree)</field>
- <field name="model">report.crm.case.section.type</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Cases by Section and Type">
- <field name="name"/>
- <field name="month"/>
- <field name="user_id"/>
- <field name="section_id"/>
- <field name="nbr"/>
- <field name="state"/>
- </tree>
- </field>
- </record>
- <record model="ir.ui.view" id="view_crm_case_section_categ_form">
- <field name="name">CRM Report - Sections and Type(Form)</field>
- <field name="model">report.crm.case.section.type</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Cases by Section and Type">
- <field name="name"/>
- <field name="month"/>
- <field name="user_id"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </form>
- </field>
- </record>
-
- <record id="view_crm_case_section_categ_filter" model="ir.ui.view">
- <field name="name">CRM Report - Sections and Type(Select)</field>
- <field name="model">report.crm.case.section.type</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Cases by Section and Type">
- <group col="10" colspan="4">
- <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by Section and Type for this year"/>
- <filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by Section and Type for this month"/>
- <separator orientation="vertical"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </group>
- </search>
- </field>
- </record>
-
- <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_tree">
- <field name="res_model">report.crm.case.section.type</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree</field>
- <field name="search_view_id" ref="view_crm_case_section_categ_filter"/>
- </record>
-
- #
- # Cases by section, category and stage
- #
-
- <record model="ir.ui.view" id="view_crm_case_section_categ_stage_tree">
- <field name="name">CRM Report - Section, Category and Stage(Tree)</field>
- <field name="model">report.crm.case.section.categ.stage</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Cases by Section, Category and Stage">
- <field name="name"/>
- <field name="month"/>
- <field name="user_id"/>
- <field name="section_id"/>
- <field name="nbr"/>
- <field name="state"/>
- </tree>
- </field>
- </record>
- <record model="ir.ui.view" id="view_crm_case_section_categ_stage_form">
- <field name="name">CRM Report - Section, Category and Stage(Form)</field>
- <field name="model">report.crm.case.section.categ.stage</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Cases by Section, Category and Stage">
- <field name="name"/>
- <field name="month"/>
- <field name="user_id"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </form>
- </field>
- </record>
-
- <record id="view_crm_case_section_categ_stage_filter" model="ir.ui.view">
- <field name="name">CRM Report - Section, Category and Stage(Select)</field>
- <field name="model">report.crm.case.section.categ.stage</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Cases by Section, Category and Stage">
- <group col='8' colspan='4'>
- <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by Section, Category and Stage for this year"/>
- <filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by Section, Category and Stage for this month"/>
- <separator orientation="vertical"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </group>
- </search>
- </field>
- </record>
-
- <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_stage_tree">
- <field name="res_model">report.crm.case.section.categ.stage</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree</field>
- <field name="search_view_id" ref="view_crm_case_section_categ_stage_filter"/>
- </record>
-
- #
- # Cases by section, category and type
- #
-
- <record model="ir.ui.view" id="view_crm_case_section_categ_type_tree">
- <field name="name">CRM Report - Section, Category and Type(Tree)</field>
- <field name="model">report.crm.case.section.categ.type</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Cases by Section, Category and Type">
- <field name="name"/>
- <field name="month"/>
- <field name="user_id"/>
- <field name="section_id"/>
- <field name="nbr"/>
- <field name="state"/>
- </tree>
- </field>
- </record>
- <record model="ir.ui.view" id="view_crm_case_section_categ_type_form">
- <field name="name">CRM Report - Section, Category and Type(Form)</field>
- <field name="model">report.crm.case.section.categ.type</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Cases by Section, Category and Type">
- <field name="name"/>
- <field name="month"/>
- <field name="user_id"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </form>
- </field>
- </record>
-
- <record id="view_crm_case_section_categ_type_filter" model="ir.ui.view">
- <field name="name">CRM Report - Section, Category and Type(Select)</field>
- <field name="model">report.crm.case.section.categ.type</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Search Cases by User">
- <group col='12' colspan='4'>
- <filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by User for this year"/>
- <filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by User for this month"/>
- <separator orientation="vertical"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="nbr" select="1"/>
- <field name="state" select="1"/>
- </group>
- </search>
- </field>
- </record>
- <!-- Cases by Section -->
-
- <record id="view_report_crm_case_section_tree" model="ir.ui.view">
- <field name="name">report.crm.case.section.tree</field>
- <field name="model">report.crm.case.section</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Cases by Section">
- <field name="name" select="1"/>
- <field name="section_id" select="1"/>
- <field name="month" select="1"/>
- <field name="nbr_cases" select="1"/>
- <field name="avg_answers"/>
- </tree>
- </field>
- </record>
-
- <record id="view_report_crm_case_section_graph" model="ir.ui.view">
- <field name="name">report.crm.case.section.graph</field>
- <field name="model">report.crm.case.section</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph orientation="horizontal" string="Cases by Section" type="bar">
- <field name="name"/>
- <field name="nbr_cases" operator="+"/>
- </graph>
- </field>
- </record>
-
- <record id="view_report_crm_case_section_filter" model="ir.ui.view">
- <field name="name">report.crm.case.section.select</field>
- <field name="model">report.crm.case.section</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Search Cases by Section">
- <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.strftime('%%m'))]"/>
- <separator orientation="vertical"/>
- <field name="name" select="1"/>
- <field name="section_id" select="1"/>
- <field name="month" select="1"/>
- <field name="nbr_cases" select="1"/>
- </group>
- </search>
- </field>
- </record>
-
-
- <record id="action_report_crm_case_section_tree" model="ir.actions.act_window">
- <field name="name">Cases by Section</field>
- <field name="res_model">report.crm.case.section</field>
- <field name="view_type">form</field>
- <field name="view_mode">graph,tree</field>
- <field name="search_view_id" ref="view_report_crm_case_section_filter"/>
- </record>
++
- <record model="ir.actions.act_window" id="action_report_crm_case_section_categ_type_tree">
- <field name="res_model">report.crm.case.section.categ.type</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree</field>
- <field name="search_view_id" ref="view_crm_case_section_categ_type_filter"/>
- </record>
<!-- Closed & Open CRM Case view for Random Activities dashboard -->
projects / odoo / odoo.git / commitdiff