[Add] report_crm: add the report_crm_fundraising
bzr revid: sbh@tinyerp.com-20100120085245-a597tedeblhrb3yp
This commit is contained in:
sbh (Open ERP)
@@ -23,6 +23,7 @@ import report_crm
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import report_crm_lead
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import report_crm_claim
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import report_crm_opportunity
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import report_crm_fundraising
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import report_crm_phonecall
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@@ -33,9 +33,10 @@
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'update_xml': ['security/ir.model.access.csv',
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'report_crm_view.xml',
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'report_crm_lead_view.xml',
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'report_crm_claim.xml',
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'report_crm_claim_view.xml',
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'report_crm_opportunity_view.xml',
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'report_crm_phonecall_view.xml',
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'report_crm_phonecall_view.xml',
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'report_crm_fundraising_view.xml'
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],
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'demo_xml': [],
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'installable': True, #TODO : After fixed problems , set True
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@@ -0,0 +1,131 @@
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from osv import fields,osv
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import tools
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class report_crm_fundraising_user(osv.osv):
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_name = "report.crm.fundraising.user"
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_description = "Fundraising by user and section"
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_auto = False
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_inherit = "report.crm.case.user"
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_columns = {
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'probability': fields.float('Avg. Probability', readonly=True),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
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'amount_costs': fields.float('Est.Cost', readonly=True),
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'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
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'delay_close': fields.char('Delay to close', size=20, readonly=True),
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}
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'report_crm_fundraising_user')
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cr.execute("""
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create or replace view report_crm_fundraising_user as (
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select
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min(c.id) as id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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c.state,
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c.user_id,
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c.section_id,
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count(*) as nbr,
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sum(planned_revenue) as amount_revenue,
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sum(planned_cost) as amount_costs,
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sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
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avg(probability)::decimal(16,2) as probability,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_fundraising c
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id
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)""")
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report_crm_fundraising_user()
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class report_crm_fundraising_categ(osv.osv):
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_name = "report.crm.fundraising.categ"
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_description = "Fundraising by section and category"
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_auto = False
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_inherit = "report.crm.case.categ"
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_columns = {
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'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]"),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
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'amount_costs': fields.float('Est.Cost', readonly=True),
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'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
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'probability': fields.float('Avg. Probability', readonly=True),
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'delay_close': fields.char('Delay Close', size=20, readonly=True),
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}
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'report_crm_fundraising_categ')
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cr.execute("""
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create or replace view report_crm_fundraising_categ as (
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select
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min(c.id) as id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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c.categ_id,
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c.state,
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c.section_id,
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count(*) as nbr,
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sum(planned_revenue) as amount_revenue,
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sum(planned_cost) as amount_costs,
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sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
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avg(probability)::decimal(16,2) as probability,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_fundraising c
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group by c.categ_id,to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
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)""")
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report_crm_fundraising_categ()
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class report_crm_fundraising_section(osv.osv):
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_name = "report.crm.fundraising.section"
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_description = "Fundraising by Section"
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_auto = False
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_inherit = "report.crm.case.section"
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def _get_data(self, cr, uid, ids, field_name, arg, context={}):
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res = {}
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state_perc = 0.0
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avg_ans = 0.0
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for case in self.browse(cr, uid, ids, context):
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if field_name != 'avg_answers':
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state = field_name[5:]
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cr.execute("select count(*) from crm_fundraising where section_id =%s and state='%s'"%(case.section_id.id,state))
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state_cases = cr.fetchone()[0]
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perc_state = (state_cases / float(case.nbr_cases) ) * 100
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res[case.id] = perc_state
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else:
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cr.execute('select count(*) from crm_case_log l where l.section_id=%s'%(case.section_id.id))
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logs = cr.fetchone()[0]
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avg_ans = logs / case.nbr_cases
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res[case.id] = avg_ans
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return res
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_columns = {
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'avg_answers': fields.function(_get_data,string='Avg. Answers', method=True,type="integer"),
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'perc_done': fields.function(_get_data,string='%Done', method=True,type="float"),
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'perc_cancel': fields.function(_get_data,string='%Cancel', method=True,type="float"),
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'delay_close': fields.char('Delay to close', size=20, readonly=True),
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}
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_order = 'name desc, section_id'
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'report_crm_fundraising_section')
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cr.execute("""
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create or replace view report_crm_fundraising_section as (
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select
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min(c.id) as id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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count(*) as nbr_cases,
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c.section_id as section_id,
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0 as avg_answers,
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0.0 as perc_done,
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0.0 as perc_cancel,
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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_fundraising c
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group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
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)""")
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report_crm_fundraising_section()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@@ -0,0 +1,191 @@
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!--
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Fundraising by user and section
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-->
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<record id="view_crm_fundraising_user_tree" model="ir.ui.view">
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<field name="name">report.crm.fundraising.user.tree</field>
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<field name="model">report.crm.fundraising.user</field>
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<field name="inherit_id" ref="view_crm_case_user_tree"/>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<field name="nbr" position="after">
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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</field>
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</field>
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</record>
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<record id="view_crm_fundraising_user_form" model="ir.ui.view">
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<field name="name">report.crm.fundraising.user.form</field>
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<field name="model">report.crm.fundraising.user</field>
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<field name="inherit_id" ref="view_crm_case_user_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="nbr" position="after">
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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</field>
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</field>
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</record>
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<record id="view_crm_fundraising_user_graph" model="ir.ui.view">
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<field name="name">report.crm.fundraising.user.graph</field>
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<field name="model">report.crm.fundraising.user</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="fundraising by User and Section" type="bar">
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<field name="state"/>
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<field name="nbr" operator="+"/>
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<field group="True" name="user_id"/>
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</graph>
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</field>
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</record>
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<record id="view_crm_fundraising_user_filter" model="ir.ui.view">
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<field name="name">report.crm.fundraising.user.select</field>
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<field name="model">report.crm.fundraising.user</field>
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<field name="inherit_id" ref="view_crm_case_user_filter"/>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<field name="state" position="before">
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</field>
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</field>
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</record>
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<record id="action_report_crm_fundraising_user_tree" model="ir.actions.act_window">
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<field name="name">fundraising by User and Section</field>
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<field name="res_model">report.crm.fundraising.user</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_id" ref="view_crm_fundraising_user_tree"/>
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<field name="search_view_id" ref="view_crm_fundraising_user_filter"/>
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</record>
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<menuitem name="Fundraising" id="menu_crm_fundraising_tree" parent="crm.next_id_52"/>
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<menuitem action="action_report_crm_fundraising_user_tree" id="menu_crm_fundraising_user_tree" parent="menu_crm_fundraising_tree"/>
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<!-- # fundraising by section and category of case -->
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<record id="view_crm_fundraising_categ_tree" model="ir.ui.view">
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<field name="name">report.crm.fundraising.categ.tree</field>
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<field name="model">report.crm.fundraising.categ</field>
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<field name="inherit_id" ref="view_crm_case_categ_tree"/>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<field name="nbr" position="after">
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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</field>
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</field>
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</record>
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<record id="view_crm_fundraising_categ_form" model="ir.ui.view">
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<field name="name">report.crm.fundraising.categ.form</field>
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<field name="model">report.crm.fundraising.categ</field>
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<field name="inherit_id" ref="view_crm_case_categ_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="nbr" position="after">
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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</field>
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</field>
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</record>
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<record id="view_crm_fundraising_categ_graph" model="ir.ui.view">
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<field name="name">report.crm.fundraising.categ.graph</field>
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<field name="model">report.crm.fundraising.categ</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="fundraising by Section and Categories" type="bar">
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<field name="state"/>
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<field name="nbr" operator="+"/>
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<field group="True" name="categ_id"/>
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</graph>
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</field>
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</record>
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<record id="view_crm_fundraising_categ_filter" model="ir.ui.view">
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<field name="name">report.crm.fundraising.categ.select</field>
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<field name="model">report.crm.fundraising.categ</field>
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<field name="inherit_id" ref="view_crm_case_categ_filter"/>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<field name="state" position="before">
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</field>
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</field>
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</record>
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<record id="action_report_crm_fundraising_categ_tree" model="ir.actions.act_window">
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<field name="name">Fundraising by Categories and Section</field>
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<field name="res_model">report.crm.fundraising.categ</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_id" ref="view_crm_fundraising_categ_tree"/>
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<field name="search_view_id" ref="view_crm_fundraising_categ_filter"/>
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</record>
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<menuitem action="action_report_crm_fundraising_categ_tree" id="menu_crm_fundraising_categ_tree" parent="menu_crm_fundraising_tree"/>
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<!-- fundraising by Section -->
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<record id="view_report_crm_fundraising_section_tree" model="ir.ui.view">
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<field name="name">report.crm.fundraising.section.tree</field>
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<field name="model">report.crm.fundraising.section</field>
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<field name="inherit_id" ref="view_report_crm_case_section_tree"/>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<field name="nbr_cases" position="after">
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<field name="avg_answers"/>
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<field name="perc_done" select="2"/>
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<field name="perc_cancel" select="2"/>
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<field name="delay_close"/>
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</field>
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</field>
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</record>
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<record id="view_report_crm_fundraising_section_graph" model="ir.ui.view">
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<field name="name">report.crm.fundraising.section.graph</field>
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<field name="model">report.crm.fundraising.section</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="fundraising by Section" type="bar">
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<field name="name"/>
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<field name="nbr_cases" operator="+"/>
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</graph>
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</field>
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</record>
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<record id="view_report_crm_fundraising_section_filter" model="ir.ui.view">
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<field name="name">report.crm.fundraising.section.select</field>
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<field name="model">report.crm.fundraising.section</field>
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<field name="inherit_id" ref="view_report_crm_case_section_filter"/>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<field name="nbr_cases" position="before">
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</field>
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</field>
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</record>
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<record id="action_report_crm_fundraising_section_tree" model="ir.actions.act_window">
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<field name="name">Fundraising by Section</field>
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<field name="res_model">report.crm.fundraising.section</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_id" ref="view_report_crm_fundraising_section_tree"/>
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<field name="search_view_id" ref="view_report_crm_fundraising_section_filter"/>
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</record>
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<menuitem action="action_report_crm_fundraising_section_tree" id="menu_crm_fundraising_section_tree" parent="menu_crm_fundraising_tree"/>
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</data>
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</openerp>
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