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[IMP]:crm:SQl View report.

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Opportunities Analysis 
---------------------------- 

Add the following columns: 
  # eMails/Opp 
  Delay to Open 
  Real - Expected Closing (in days).

bzr revid: apa@tinyerp.com-20100601104303-ag8q7kwwrfd2hxyn
This commit is contained in:
apa-tiny
2010-06-01 16:13:03 +05:30
parent 80f0614654
commit 40fd622559
2 changed files with 33 additions and 13 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/report/crm_lead_report.py
+25 -8
View File
@@ -35,7 +35,7 @@ class crm_lead_report(osv.osv):
_name = "crm.lead.report"
_auto = False
_description = "CRM Lead Report"
def _get_data(self, cr, uid, ids, field_name, arg, context={}):
""" @param cr: the current row, from the database cursor,
@@ -89,7 +89,10 @@ class crm_lead_report(osv.osv):
('11', 'November'), ('12', 'December')], 'Month', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'create_date': fields.datetime('Create Date', readonly=True),
'day': fields.char('Day', size=128, readonly=True),
'day': fields.char('Day', size=128, readonly=True),
'email': fields.integer('# of Emails', size=128, readonly=True),
'expected_closing_days': fields.integer('# of Expected Closing Days', size=128, readonly=True),
'delay_open': fields.float('Delay to open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
'delay_close': fields.float('Delay to close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
'categ_id': fields.many2one('crm.case.categ', 'Category',\
domain="[('section_id','=',section_id),\
@@ -98,11 +101,10 @@ class crm_lead_report(osv.osv):
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.lead')]", readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'type':fields.selection([
('lead','Lead'),
('opportunity','Opportunity'),
],'Type', help="Type is used to separate Leads and Opportunities"),
}
def init(self, cr):
@@ -132,13 +134,28 @@ class crm_lead_report(osv.osv):
0 as avg_answers,
0.0 as perc_done,
0.0 as perc_cancel,
(select count(id) from mailgate_message where thread_id=c.id) as email,
date_trunc('day',c.create_date) as create_date,
avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
sum(cast(to_char(date_trunc('day',c.date_open) - date_trunc('day',c.date_deadline),'DD') as int)) as expected_closing_days,
avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close,
avg(extract('epoch' from (c.date_open-c.create_date)))/(3600*24) as delay_open
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,categ_id,c.partner_id,c.company_id, c.type
,c.create_date,to_char(c.create_date, 'YYYY-MM-DD')
group by
to_char(c.create_date, 'YYYY'),
to_char(c.create_date, 'MM'),
c.state,
c.user_id,
c.id,
c.section_id,
c.stage_id,
categ_id,
c.partner_id,
c.company_id,
c.type,
c.create_date,
to_char(c.create_date, 'YYYY-MM-DD')
)""")
crm_lead_report()
addons/crm/report/crm_lead_report_view.xml
+8 -5
View File
@@ -144,7 +144,7 @@
<field name="model">crm.lead.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Opportunities">
<tree string="Opportunities Analysis">
<field name="name" invisible="1"/>
<field name="month" invisible="1"/>
<field name="section_id" invisible="1" groups="base.group_extended"/>
@@ -153,7 +153,10 @@
<field name="partner_id" invisible="1"/>
<field name="day" invisible="1"/>
<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
<field name="delay_close" sum='Avg Closing Delay'/>
<field name="email" sum="# of Emails"/>
<field name="expected_closing_days" sum='# of Expected Closing Days'/>
<field name="delay_open" sum='Delay to open'/>
<field name="delay_close" sum='Delay to close'/>
<field name="state" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
@@ -188,8 +191,8 @@
<field name="act_window_id" ref="action_report_crm_lead"/>
</record>
<record id="action_report_crm_opportunity" model="ir.actions.act_window">
<field name="name">Opportunities</field>
<record id="action_report_crm_opportunity" model="ir.actions.act_window">
<field name="name">Opportunities Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
@@ -216,7 +219,7 @@
groups="base.group_extended"
parent="base.next_id_64" action="action_report_crm_lead" />
<menuitem name="Opportunities" id="menu_report_crm_opportunities_tree"
<menuitem name="Opportunities Analysis" id="menu_report_crm_opportunities_tree"
groups="base.group_extended"
parent="base.next_id_64" action="action_report_crm_opportunity" />