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Board_service: Added CRM reports

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bzr revid: jvo@tinyerp.com-20090314123539-m3naugo87ory529d
This commit is contained in:
Jay (Open ERP)
2009-03-14 18:05:39 +05:30
parent 90d2560900
commit 7fce8cb7fc
3 changed files with 109 additions and 0 deletions
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addons/report_crm/report_crm.py
+47
View File
@@ -163,5 +163,52 @@ class report_crm_case_section(osv.osv):
)""")
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"
_auto = False
_columns = {
'date': fields.datetime('Date', readonly=True),
'date_deadline': fields.datetime('Deadline', readonly=True),
'name': fields.char('Description', size=64, readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner', readonly=True),
'user_id': fields.many2one('res.users', 'Responsible', readonly=True),
'priority': fields.char('Priority', size=64, readonly=True),
'planned_revenue': fields.float('Planned Revenue', readonly=True),
'planned_cost': fields.float('Planned Costs', readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
'date_closed' : fields.datetime('Date Closed', readonly=True),
'create_date' : fields.datetime('Create Date', readonly=True)
}
_order = 'date_closed, create_date'
def init(self, cr):
cr.execute("""create or replace view report_crm_case_service_dashboard as (
select
cse.id as id, cse.date as date, cse.date_deadline as date_deadline,
cse.name as name, cse.partner_id as partner_id, cse.user_id as user_id,
cse.priority as priority, cse.planned_revenue as planned_revenue,
cse.planned_cost as planned_cost, cse.state as state,
cse.date_closed as date_closed, cse.create_date as create_date
from
crm_case cse
where
((to_date(to_char(cse.date_closed, 'YYYY-MM-dd'),'YYYY-MM-dd') < CURRENT_DATE)
AND
(to_date(to_char(cse.date_closed, 'YYYY-MM-dd'),'YYYY-MM-dd') >= (CURRENT_DATE-15))
AND
cse.state='done')
OR
((to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') < CURRENT_DATE)
AND
(to_date(to_char(cse.create_date, 'YYYY-MM-dd'),'YYYY-MM-dd') >= (CURRENT_DATE-15))
AND
cse.state='open')
)""")
report_crm_case_service_dashboard()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/report_crm/report_crm_view.xml
+61
View File
@@ -193,5 +193,66 @@
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
</record>
<!-- Closed & Open CRM Case view for Random Acitivities dashboard -->
<record id="board_view_crm_case_open_dashboard_tree" model="ir.ui.view">
<field name="name">report.crm.case.dashboard.tree</field>
<field name="model">report.crm.case.dashboard</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree colors="red:date_deadline&lt;current_date and state=='open'" string="CRM Cases">
<field name="create_date"/>
<field name="date"/>
<field name="date_deadline"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="priority"/>
<field name="planned_revenue" sum="Planned revenue"/>
<field name="planned_cost" sum="Planned costs"/>
<field name="state"/>
</tree>
</field>
</record>
<record id="board_view_crm_case_done_dashboard_tree" model="ir.ui.view">
<field name="name">report.crm.case.dashboard.tree</field>
<field name="model">report.crm.case.dashboard</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree colors="red:date_deadline&lt;current_date and state=='open'" string="CRM Cases">
<field name="date_closed"/>
<field name="date"/>
<field name="date_deadline"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="priority"/>
<field name="planned_revenue" sum="Planned revenue"/>
<field name="planned_cost" sum="Planned costs"/>
<field name="state"/>
</tree>
</field>
</record>
<record id="action_view_closed_crm_case_dashboard" model="ir.actions.act_window">
<field name="name">Closed CRM Cases Wtihin Past 15 Days</field>
<field name="res_model">report.crm.case.service.dashboard</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="board_view_crm_case_done_dashboard_tree"/>
<field name="domain">[('state','=','done')]</field>
</record>
<record id="action_view_open_crm_case_dashboard" model="ir.actions.act_window">
<field name="name">Open CRM Cases Wtihin Past 15 Days</field>
<field name="res_model">report.crm.case.service.dashboard</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="board_view_crm_case_open_dashboard_tree"/>
<field name="domain">[('state','=','open')]</field>
</record>
</data>
</openerp>
addons/report_timesheet/report_timesheet_view.xml
+1
View File
@@ -313,6 +313,7 @@
<field name="arch" type="xml">
<tree string="Random Timesheets Lines">
<field name="date" select="1"/>
<field name="user_id" />
<field name="name" select="1"/>
<field name="quantity" />
<field name="product_id" select="1"/>