[IMP] board_crm_configuration: Improved views according to the new objects added in report_crm.

bzr revid: uco@tinyerp.co.in-20100120104658-ajiv9q3rwqgb93ki

addons/board_crm_configuration/__terp__.py

@@ -37,7 +37,7 @@ This module implements a dashboard for CRM that includes:
     'depends': ['board', 'crm', 'report_crm'],
     'update_xml': ['board_crm_statistical_view.xml', 'board_crm_view.xml'],
     'demo_xml': ['board_crm_demo.xml'],
-    'installable': False,
+    'installable': True,
     'active': False,
     'certificate': '0071599098909',
 }

addons/board_crm_configuration/board_crm_statistical_view.xml

@@ -6,7 +6,7 @@
          -->
         <record model="ir.ui.view" id="view_crm_lead_stage_graph1">
             <field name="name">Leads By Stage - Graph</field>
-            <field name="model">report.crm.case.section.stage</field>
+            <field name="model">report.crm.lead.section.stage</field>
             <field name="type">graph</field>
             <field name="arch" type="xml">
                 <graph string="Leads By Stage" type="pie">
@@ -17,12 +17,12 @@
             </field>
         </record>
 
-        <record model="ir.ui.view" id="view_crm_case_categ_graph">
-            <field name="name">report.crm.case.categ.graph</field>
-            <field name="model">report.crm.case.categ</field>
+        <record model="ir.ui.view" id="view_crm_opportunity_categ_graph">
+            <field name="name">report.crm.opportunity.categ.graph</field>
+            <field name="model">report.crm.opportunity.categ</field>
             <field name="type">graph</field>
             <field name="arch" type="xml">
-                <graph string="Cases by Sections and Categories" type="bar" orientation="horizontal">
+                <graph string="Opportunity by Sections and Categories" type="bar" orientation="horizontal">
                     <field name="categ_id"/>
                     <field name="nbr" operator="+"/>
                     <field name="state" group="True"/>
@@ -31,34 +31,27 @@
         </record>
 
         <act_window name="Opportunities By Categories"
-            domain="[('section_id', '=', 'Opportunities'),('state','!=','done'),('state','!=','cancel')]"
-            res_model="report.crm.case.categ"
+            domain="[('state','!=','done'),('state','!=','cancel')]"
+            res_model="report.crm.opportunity.categ"
             view_type="form"
             view_mode="graph,tree,form"
-            view_id="view_crm_case_categ_graph"
+            view_id="view_crm_opportunity_categ_graph"
             id="act_oppor_categ"/>
 
         <record model="ir.actions.act_window" id="act_leads_state">
-            <field name="res_model">report.crm.case.section.stage</field>
+            <field name="res_model">report.crm.lead.section.stage</field>
             <field name="view_type">form</field>
             <field name="view_mode">graph,tree,form</field>
             <field name="view_id" ref="view_crm_lead_stage_graph1"/>
-            <field name="domain">[('section_id', '=', 'Leads'),('state','!=','done'),('state','!=','cancel')]</field>
+            <field name="domain">[('state','!=','done'),('state','!=','cancel')]</field>
         </record>
 
-        <act_window name="Jobs Requests Of The Month by Applied Job"
-            domain="[('section_id', '=', 'Jobs'),('name','=',time.strftime('%Y-%m-01')),('state','!=','done'),('state','!=','cancel')]"
-            res_model="report.crm.case.categ"
-            view_type="form"
-            view_mode="graph,tree,form"
-            view_id="view_crm_case_categ_graph"
-            id="act_jobs_categ"/>
-
         <act_window name="Leads Of The Month By User"
-            domain="[('section_id', '=', 'Leads'),('name','=',time.strftime('%Y-%m-01')),('state','!=','cancel')]"
-            res_model="report.crm.case.user"
+            domain="[('name','=',time.strftime('%Y-%m-01')),('state','!=','cancel')]"
+            res_model="report.crm.lead.user"
             view_type="form"
             view_mode="graph,tree,form"
+            view_id="view_crm_lead_stage_graph1"
             id="act_leads_month_user"/>
 
         <record model="ir.ui.view" id="board_crm_statistical_form">
@@ -84,11 +77,6 @@
 
                         </child1>
                         <child2>
-                            <action
-                                string="Jobs Requests Of The Month by Applied Job"
-                                name="%(act_jobs_categ)d"
-                                colspan="4"/>
-
 
                             <action
                                 string="Leads Of The Month By User"

addons/board_crm_configuration/board_crm_view.xml

@@ -4,13 +4,13 @@
 		<record model="board.note.type" id="note_crm_type">
 			<field name="name">CRM Configuration</field>
 		</record>
-
-		<record model="ir.ui.view" id="view_crm_case_user_graph1">
-			<field name="name">crm.case.user.graph1</field>
-			<field name="model">report.crm.case.user</field>
+		
+		<record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
+			<field name="name">crm.opportunity.user.graph1</field>
+			<field name="model">report.crm.opportunity.user</field>
 			<field name="type">graph</field>
 			<field name="arch" type="xml">
-				<graph string="Cases by User and Section" type="pie">
+				<graph string="Opportunities by User and Section" type="pie">
 					<field name="state"/>
 					<field name="nbr" operator="+"/>
 				</graph>
@@ -18,21 +18,21 @@
 		</record>
 
 		<record model="ir.actions.act_window" id="act_my_leads">
-			<field name="res_model">crm.case</field>
+			<field name="res_model">crm.lead</field>
 			<field name="view_type">form</field>
 			<field name="view_mode">tree,form</field>
 			<field name="view_id" ref="crm.crm_case_tree_view_leads"/>
-            <field name="domain">[('section_id.name', '=', 'Prospects'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
+            <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
 		</record>
 
 		<record model="ir.actions.act_window" id="act_my_meetings">
-			<field name="res_model">crm.case</field>
+			<field name="res_model">crm.meeting</field>
 			<field name="view_type">form</field>
 			<field name="view_mode">tree,form</field>
 			<field name="view_id" ref="crm.crm_case_tree_view_meet"/>
-			<field name="domain">[('section_id.name', '=', 'Meetings'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
+			<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
 		</record>
-
+		
 		<act_window name="My Cases"
 				domain="[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]"
 				res_model="crm.case"
@@ -41,27 +41,19 @@
 				id="act_my_cases"/>
 
 		<record model="ir.actions.act_window" id="act_my_leads_stage">
-			<field name="res_model">report.crm.case.section.stage</field>
+			<field name="res_model">report.crm.lead.section.stage</field>
 			<field name="view_type">form</field>
 			<field name="view_mode">graph,tree,form</field>
 			<field name="view_id" ref="view_crm_lead_stage_graph1"/>
-            <field name="domain">[('section_id.name', '=', 'Leads'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
+            <field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
 		</record>
 
 		<record model="ir.actions.act_window" id="act_sales_pipeline">
-			<field name="res_model">report.crm.case.user</field>
+			<field name="res_model">report.crm.opportunity.user</field>
 			<field name="view_type">form</field>
 			<field name="view_mode">graph,tree,form</field>
-			<field name="view_id" ref="view_crm_case_user_graph1"/>
-			<field name="domain">[('section_id.name', '=', 'Opportunities'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
-		</record>
-
-		<record model="ir.actions.act_window" id="act_jobs_requests">
-			<field name="res_model">report.crm.case.user</field>
-			<field name="view_type">form</field>
-			<field name="view_mode">graph,tree,form</field>
-			<field name="view_id" ref="view_crm_case_user_graph1"/>
-			<field name="domain">[('section_id.name','=','Jobs'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
+			<field name="view_id" ref="view_crm_opportunity_user_graph1"/>
+			<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
 		</record>
 
 		<record model="ir.ui.view" id="board_crm_form">
@@ -86,7 +78,7 @@
 								name="%(act_my_meetings)d"
 								height="150"
 								colspan="4"/>
-
+	
 							<action
 								string="My Cases"
 								name="%(act_my_cases)d"

addons/report_crm/report_crm.py

@@ -158,6 +158,38 @@ class report_crm_case_service_dashboard(osv.osv):
             )""")
 report_crm_case_service_dashboard()
 
+class report_crm_case_section_stage(osv.osv):
+    _name = "report.crm.case.section.stage"
+    _description = "Cases by section and stage"
+    _auto = False
+    _columns = {
+        'name': fields.char('Year',size=64,required=False, 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),
+        '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, 'State', size=16, readonly=True),
+                }
+    _order = 'section_id'
+
+    def init(self, cr):
+        tools.sql.drop_view_if_exists(cr, "report_crm_case_section_stage")
+        cr.execute("""
+              create view report_crm_case_section_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.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.user_id, c.state, c.section_id)""")
+
+report_crm_case_section_stage()
 
 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 

addons/report_crm/report_crm_lead.py

@@ -128,4 +128,40 @@ class report_crm_lead_section(osv.osv):
             )""")
 report_crm_lead_section()
 
+class report_crm_lead_section_stage(osv.osv):
+    _name = "report.crm.lead.section.stage"
+    _description = "Leads by section and stage"
+    _auto = False
+    _inherit = "report.crm.case.section.stage"
+    _columns = {
+        'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
+        'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
+        'amount_revenue': fields.float('Est.Revenue', readonly=True),
+        'delay_close': fields.char('Delay Close', size=20, readonly=True),
+                }
+    _order = 'stage_id, section_id'
+
+    def init(self, cr):
+        tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_stage")
+        cr.execute("""
+              create view report_crm_lead_section_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.state,
+                    c.stage_id,
+                    c.section_id,
+                    c.categ_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_lead c
+                where c.stage_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.categ_id, c.section_id)""")
+
+report_crm_lead_section_stage()
+
 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

addons/report_crm/report_crm_lead_view.xml

@@ -187,5 +187,64 @@
             <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"/>
+     
+     
+	<!--  Cases by section and stage   -->
+	   <record model="ir.ui.view" id="view_crm_lead_section_stage_tree">
+	        <field name="name">Leads Report - Sections and Stage(Tree)</field>
+	        <field name="model">report.crm.lead.section.stage</field>
+	        <field name="inherit_id" ref="view_crm_case_section_stage_tree"/>
+	        <field name="type">tree</field>
+	        <field name="arch" type="xml">
+	            <field name="nbr" position="after">
+	            	<field name="categ_id"/>
+	            	<field name="stage_id" select="2"/>
+	               	<field name="amount_revenue" select="2"/>
+	               	<field name="delay_close"/>
+	           </field>
+	        </field>
+	    </record>
+	    <record model="ir.ui.view" id="view_crm_lead_section_stage_form">
+	        <field name="name">Leads Report - Sections and Stage(Form)</field>
+	        <field name="model">report.crm.lead.section.stage</field>
+	        <field name="type">form</field>
+	        <field name="arch" type="xml">
+	            <field name="nbr" position="after">
+	            	<field name="categ_id"/>
+	            	<field name="stage_id" select="2"/>
+	               	<field name="amount_revenue" select="2"/>
+	               	<field name="delay_close"/>
+	           </field>
+	        </field>
+	    </record>
+	    <record model="ir.ui.view" id="view_crm_lead_section_stage_graph">
+	        <field name="name">Leads Report - Sections and Stage(Graph)</field>
+	        <field name="model">report.crm.lead.section.stage</field>
+	        <field name="type">graph</field>
+	        <field name="arch" type="xml">
+	            <graph string="Leads by Section and Stage" type="bar" orientation="horizontal">
+	                <field name="stage_id"/>
+	                <field name="amount_revenue" operator="+"/>
+	                <field name="section_id" group="True"/>
+	            </graph>
+	        </field>
+	    </record>
+		<record id="view_crm_lead_section_stage_filter" model="ir.ui.view">
+	            <field name="name">Leads Report - Sections and Stage(Select)</field>
+	            <field name="model">report.crm.lead.section.stage</field>
+	            <field name="type">search</field>
+	            <field name="arch" type="xml">
+	                <field name="state" position="before">
+	                </field>
+	            </field>
+	        </record>
+	
+	    <record model="ir.actions.act_window" id="action_report_crm_lead_section_stage_tree">
+	        <field name="res_model">report.crm.lead.section.stage</field>
+	        <field name="view_type">form</field>
+	        <field name="view_mode">graph,tree</field>
+	        <field name="view_id" ref="view_crm_lead_section_stage_tree"/>
+	        <field name="search_view_id" ref="view_crm_lead_section_stage_filter"/>
+	    </record>
   </data>
 </openerp>

addons/report_crm/report_crm_view.xml

@@ -210,6 +210,65 @@
             <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.localtime()[1])]" 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>
+
         <!-- Closed & Open CRM Case view for Random Activities dashboard  -->
 
         <record id="board_view_crm_case_open_dashboard_tree" model="ir.ui.view">