[IMP] phonecall,lead reports
bzr revid: nel@tinyerp.com-20100605223807-xrgpp2hnofvv5qyo
This commit is contained in:
nel@tinyerp.com
@@ -21,6 +21,7 @@
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from osv import fields,osv
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import tools
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from crm import crm
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AVAILABLE_STATES = [
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('draft','Draft'),
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@@ -91,7 +92,6 @@ class crm_lead_report(osv.osv):
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'create_date': fields.datetime('Create Date', readonly=True),
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'day': fields.char('Day', size=128, readonly=True),
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'email': fields.integer('# of Emails', size=128, readonly=True),
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'expected_closing_days': fields.integer('Avg Expected Closing Days', size=128, readonly=True),
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'delay_open': fields.float('Delay to open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
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'delay_close': fields.float('Delay to close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
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'categ_id': fields.many2one('crm.case.categ', 'Category',\
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@@ -101,7 +101,12 @@ class crm_lead_report(osv.osv):
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domain="[('section_id','=',section_id),\
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('object_id.model', '=', 'crm.lead')]", readonly=True),
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'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
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'opening_date': fields.date('Opening Date', readonly=True),
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'creation_date': fields.date('Creation Date', readonly=True),
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'date_closed': fields.date('Close Date', readonly=True),
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'company_id': fields.many2one('res.company', 'Company', readonly=True),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'type':fields.selection([
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('lead','Lead'),
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('opportunity','Opportunity'),
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@@ -122,11 +127,15 @@ class crm_lead_report(osv.osv):
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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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to_char(c.create_date, 'YYYY-MM-DD') as day,
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to_char(c.create_date, 'YYYY-MM-DD') as creation_date,
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to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
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to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
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c.state as state,
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c.user_id,
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c.stage_id,
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c.type as type,
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c.company_id,
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c.priority,
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c.section_id,
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c.categ_id,
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c.partner_id,
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@@ -136,23 +145,24 @@ class crm_lead_report(osv.osv):
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0.0 as perc_cancel,
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(select count(id) from mailgate_message where thread_id=c.id) as email,
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date_trunc('day',c.create_date) as create_date,
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avg(cast(to_char(date_trunc('day',c.date_open) - date_trunc('day',c.date_deadline),'DD') as int)) as expected_closing_days,
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avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close,
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avg(extract('epoch' from (c.date_open-c.create_date)))/(3600*24) as delay_open
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from
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crm_lead c
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where c.type='lead' or c.type is null
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group by
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to_char(c.create_date, 'YYYY'),
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to_char(c.date_open, 'YYYY-MM-DD'),
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to_char(c.date_closed, 'YYYY-mm-dd'),
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to_char(c.create_date, 'MM'),
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c.state,
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c.user_id,
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c.id,
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c.section_id,
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c.stage_id,
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categ_id,
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c.categ_id,
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c.partner_id,
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c.company_id,
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c.priority,
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c.type,
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c.create_date,
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to_char(c.create_date, 'YYYY-MM-DD')
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@@ -15,6 +15,7 @@
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<field name="stage_id" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1"/>
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<field name="user_id" invisible="1"/>
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@@ -25,7 +26,6 @@
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<field name="email" sum="#Mails"/>
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<field name="delay_open" sum='Avg Closing Delay'/>
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<field name="delay_close" sum='Avg Closing Delay'/>
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<field name="expected_closing_days" sum='#Expected Closing'/>
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</tree>
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</field>
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</record>
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@@ -105,16 +105,20 @@
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<group expand="1" string="Group By...">
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<filter string="User" name="User" icon="terp-crm"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Section" icon="terp-crm"
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<filter string="Partner" icon="terp-personal" context="{'group_by':'partner_id'}" />
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<separator orientation="vertical" />
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<filter string="Section" icon="terp-sale"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<separator orientation="vertical" />
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<filter string="Stage" icon="terp-crm" domain="[]"
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context="{'group_by':'stage_id'}" />
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<filter string="Category" icon="terp-crm"
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<filter string="Category" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<filter string="Partner" icon="terp-personal"
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domain="[]" context="{'group_by':'partner_id'}" />
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<separator orientation="vertical" />
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<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<separator orientation="vertical"/>
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<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
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<separator orientation="vertical" />
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<filter string="State" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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<separator orientation="vertical" />
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<filter string="Company" icon="terp-crm"
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domain="[]"
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@@ -129,11 +133,16 @@
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</group>
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<newline/>
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<group expand="0" string="Extended options..." groups="base.group_extended">
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<field name="state"/>
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<field name="partner_id"/>
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<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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<separator orientation="vertical"/>
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<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<separator orientation="vertical"/>
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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<newline/>
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<field name="creation_date"/>
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<field name="opening_date"/>
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<field name="date_closed"/>
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</group>
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</search>
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</field>
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@@ -155,13 +164,13 @@
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<field name="day" invisible="1"/>
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<field name="state" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
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<field name="email" sum="# of Emails"/>
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<field name="company_id" invisible="1" groups="base.group_multi_company"/>
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<field name="expected_closing_days" sum='# of Expected Closing Days'/>
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<field name="delay_open" sum='Delay to open'/>
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<field name="delay_close" sum='Delay to close'/>
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</tree>
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@@ -176,7 +185,7 @@
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<field name="view_type">form</field>
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<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_mode">tree,graph</field>
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<field name="domain">[('type', '=', 'lead')]</field>
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<field name="domain">['|',('type', '=', 'lead'),('type', '=', False)]</field>
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<field name="search_view_id" ref="view_report_crm_lead_filter"/>
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</record>
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@@ -21,6 +21,7 @@
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from osv import fields,osv
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import tools
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from crm import crm
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AVAILABLE_STATES = [
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('draft','Draft'),
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@@ -78,6 +79,7 @@ class crm_phonecall_report(osv.osv):
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'name': fields.char('Year', size=64, required=False, readonly=True),
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'user_id':fields.many2one('res.users', 'User', readonly=True),
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'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'nbr': fields.integer('# of Cases', readonly=True),
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'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
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'avg_answers': fields.function(_get_data, string='Avg. Answers', method=True, type="integer"),
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@@ -89,15 +91,22 @@ class crm_phonecall_report(osv.osv):
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('07', 'July'), ('08', 'August'),\
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('09', 'September'), ('10', 'October'),\
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('11', 'November'), ('12', 'December')], 'Month', readonly=True),
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'company_id': fields.many2one('res.company', 'Company', readonly=True),
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'create_date': fields.datetime('Create Date', readonly=True),
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'day': fields.char('Day', size=128, readonly=True),
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'delay_close': fields.float('Delay to close', digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
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'duration': fields.float('Duration', digits=(16,2),readonly=True, group_operator="avg"),
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'delay_open': fields.float('Delay to open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
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'categ_id': fields.many2one('crm.case.categ', 'Category', \
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domain="[('section_id','=',section_id),\
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('object_id.model', '=', 'crm.phonecall')]"),
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'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
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'stage_id': fields.many2one ('crm.case.stage', 'Stage', \
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domain="[('section_id','=',section_id),\
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('object_id.model', '=', 'crm.phonecall')]", readonly=True),
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'company_id': fields.many2one('res.company', 'Company', readonly=True),
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'opening_date': fields.date('Opening Date', readonly=True),
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'creation_date': fields.date('Creation Date', readonly=True),
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'date_closed': fields.date('Close Date', readonly=True),
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}
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def init(self, cr):
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@@ -114,23 +123,45 @@ class crm_phonecall_report(osv.osv):
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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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to_char(c.create_date, 'YYYY-MM-DD') as day,
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to_char(c.create_date, 'YYYY-MM-DD') as creation_date,
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to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
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to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
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c.state,
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c.user_id,
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c.section_id,
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c.categ_id,
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c.partner_id,
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c.stage_id,
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c.duration,
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c.company_id,
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c.priority,
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(select 1) as nbr,
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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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date_trunc('day',c.create_date) as create_date,
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avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close,
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avg(extract('epoch' from (c.date_open-c.create_date)))/(3600*24) as delay_open
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from
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crm_phonecall c
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where c.categ_id in (select res_id from ir_model_data where (name = 'categ_phone1' or name ='categ_phone2'))
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group by
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to_char(c.create_date, 'YYYY'),
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to_char(c.create_date, 'MM'),\
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c.state,
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c.user_id,
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c.section_id,
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c.categ_id,
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c.partner_id,
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c.company_id,
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count(*) as nbr,
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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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date_trunc('day',c.create_date) as create_date,
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avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
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from
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crm_phonecall c
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),\
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c.state, c.user_id,c.section_id, c.categ_id,c.partner_id,c.company_id
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,to_char(c.create_date, 'YYYY-MM-DD'),c.create_date
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c.duration,
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c.priority,
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to_char(c.date_open, 'YYYY-MM-DD'),
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to_char(c.date_closed, 'YYYY-mm-dd'),
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c.stage_id,
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to_char(c.create_date, 'YYYY-MM-DD'),
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c.create_date
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)""")
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crm_phonecall_report()
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@@ -10,18 +10,22 @@
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Phone calls">
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<field name="name" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1"/>
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<field name="name" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="user_id" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="nbr" string="#Phone calls" sum="#Phone calls"/>
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<field name="delay_close" avg="Avg Closing Delay"/>
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<field name="state" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="day" invisible="1"/>
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</tree>
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<field name="nbr" string="#Phone calls" sum="#Phone calls"/>
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<field name="duration" avg="Duration"/>
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<field name="delay_close" avg="Avg Closing Delay"/>
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<field name="delay_open" sum='Delay to open'/>
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</tree>
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</field>
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</record>
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@@ -36,9 +40,9 @@
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<field name="name" select="1"/>
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<field name="month" select="1"/>
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<field name="user_id" select="1"/>
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<field name="section_id" select="1"/>
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<field name="section_id" select="1"/>
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<field name="nbr" select="1"/>
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<field name="delay_close"/>
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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@@ -86,34 +90,25 @@
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<separator orientation="vertical" />
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<filter icon="terp-hr"
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string="Draft"
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domain="[('state','=','draft')]"/>
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<filter icon="terp-hr"
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string="Open"
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domain="[('state','=','open')]"/>
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<filter icon="terp-hr"
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string="Current"
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domain="[('state','in',('draft','oprn'))]"/>
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<filter icon="terp-hr"
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string="Pending"
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domain="[('state','=','pending')]"/>
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<filter icon="terp-sale"
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string="Done"
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domain="[('state','=','done')]"/>
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<separator orientation="vertical" />
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<field name="section_id"
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default="context.get('section_id', False)"
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widget="selection"
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context="{'invisible_section': False}">
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<filter string="Stage" icon="terp-crm" domain="[]"
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context="{'group_by':'stage_id'}" />
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<filter icon="terp-crm"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My section" />
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</field>
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<field name="company_id" widget="selection" groups="base.group_multi_company">
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<filter icon="terp-crm"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id.company_id','=',uid)]"
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help="My company"/>
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</field>
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<field name="user_id" select="1" widget="selection">
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<filter icon="terp-crm" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
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</field>
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@@ -122,48 +117,46 @@
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<group expand="1" string="Group By...">
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<filter string="User" name="User" icon="terp-sale"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Partner" icon="terp-personal" context="{'group_by':'partner_id'}" />
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<separator orientation="vertical" />
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<filter string="Section" icon="terp-sale"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<filter string="Category" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<separator orientation="vertical" />
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<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<separator orientation="vertical"/>
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<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
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<separator orientation="vertical" />
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<filter string="State" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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<separator orientation="vertical" />
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<filter string="Company" icon="terp-sale"
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domain="[]"
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context="{'group_by':'company_id'}" />
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<filter string="Section" icon="terp-sale"
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domain="[]"
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context="{'group_by':'section_id'}" />
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|
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<separator orientation="vertical" />
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<filter string="State" icon="terp-sale"
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domain="[]" context="{'group_by':'state'}" />
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<filter string="Category" icon="terp-sale"
|
||||
domain="[]" context="{'group_by':'categ_id'}" />
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Day" icon="terp-sale"
|
||||
domain="[]" context="{'group_by':'day'}"/>
|
||||
|
||||
<filter string="Month" icon="terp-sale"
|
||||
domain="[]" context="{'group_by':'month'}" />
|
||||
|
||||
<filter string="Year" icon="terp-sale"
|
||||
domain="[]" context="{'group_by':'name'}" />
|
||||
</group>
|
||||
|
||||
<newline/>
|
||||
<group expand="0" string="Extended options..." groups="base.group_extended">
|
||||
<filter icon="terp-sale"
|
||||
string="Done"
|
||||
domain="[('state','=','done')]"/>
|
||||
|
||||
<filter icon="terp-sale"
|
||||
string="Cancel"
|
||||
domain="[('state','=','cancel')]"/>
|
||||
<group>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
|
||||
</group>
|
||||
<field name="partner_id"/>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
|
||||
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="company_id" groups="base.group_multi_company"/>
|
||||
<newline/>
|
||||
<field name="creation_date"/>
|
||||
<field name="opening_date"/>
|
||||
<field name="date_closed"/>
|
||||
</group>
|
||||
<newline/>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
Reference in New Issue
Block a user