Harry (Open ERP)
@@ -30,7 +30,7 @@
|
||||
'website': 'http://www.openerp.com',
|
||||
'depends': ['crm'],
|
||||
'init_xml': [],
|
||||
'update_xml': ['security/ir.model.access.csv',
|
||||
'update_xml': [#'security/ir.model.access.csv',
|
||||
'report_crm_view.xml',
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||||
'report_crm_lead_view.xml',
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||||
'report_crm_claim_view.xml',
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||||
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@@ -1,9 +1,8 @@
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from osv import fields,osv
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import tools
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||||
|
||||
class report_crm_claim_user(osv.osv):
|
||||
_name = "report.crm.claim.user"
|
||||
_description = "Claim by user and section"
|
||||
class report_crm_claim(osv.osv):
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||||
_name = "report.crm.claim"
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||||
_auto = False
|
||||
_inherit = "report.crm.case.user"
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||||
_columns = {
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||||
@@ -12,226 +11,32 @@ class report_crm_claim_user(osv.osv):
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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),
|
||||
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
||||
}
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'report_crm_claim_user')
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cr.execute("""
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create or replace view report_crm_claim_user as (
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||||
select
|
||||
min(c.id) as id,
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||||
to_char(c.create_date, 'YYYY') as name,
|
||||
to_char(c.create_date, 'MM') as month,
|
||||
c.state,
|
||||
c.user_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
sum(planned_cost) as amount_costs,
|
||||
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
||||
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
|
||||
crm_claim 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_claim_user()
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class report_crm_claim_categ(osv.osv):
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_name = "report.crm.claim.categ"
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_description = "Claim 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.claim')]"),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
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'amount_costs': fields.float('Est.Cost', readonly=True),
|
||||
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
|
||||
'probability': fields.float('Avg. Probability', readonly=True),
|
||||
'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_claim_categ')
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cr.execute("""
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create or replace view report_crm_claim_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,
|
||||
to_char(c.create_date, 'MM') as month,
|
||||
c.categ_id,
|
||||
c.state,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
sum(planned_cost) as amount_costs,
|
||||
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
||||
avg(probability)::decimal(16,2) as probability,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_claim 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_claim_categ()
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class report_crm_claim_section(osv.osv):
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_name = "report.crm.claim.section"
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_description = "Claim 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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|
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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_claim 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 = {
|
||||
'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"),
|
||||
'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_claim_section')
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cr.execute("""
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create or replace view report_crm_claim_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,
|
||||
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_claim 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_claim_section()
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class report_crm_claim_section_type(osv.osv):
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_name = "report.crm.claim.section.type"
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_inherit = "report.crm.case.section.type"
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_description = "Claims by section and type"
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_auto = False
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_columns = {
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'type_id': fields.many2one('crm.case.resource.type', 'Claim Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]", readonly=True),
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'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]", readonly=True),
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'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
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'delay_close': fields.char('Delay Close', size=20, readonly=True),
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'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]"),
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}
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_order = 'type_id'
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def init(self, cr):
|
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tools.sql.drop_view_if_exists(cr, "report_crm_claim_section_type")
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tools.drop_view_if_exists(cr, 'report_crm_claim')
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cr.execute("""
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create view report_crm_claim_section_type as (
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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.type_id,
|
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c.stage_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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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_claim c
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where c.type_id is not null
|
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.user_id, c.state, c.stage_id, c.type_id, c.section_id)""")
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report_crm_claim_section_type()
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class report_crm_claim_section_categ_stage(osv.osv):
|
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_name = "report.crm.claim.section.categ.stage"
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_inherit = "report.crm.case.section.categ.stage"
|
||||
_description = "Claims by Section, Category and Stage"
|
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_auto = False
|
||||
_columns = {
|
||||
'categ_id': fields.many2one('crm.case.categ','Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]", readonly=True),
|
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'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]", readonly=True),
|
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'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
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}
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_order = 'stage_id, categ_id'
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def init(self, cr):
|
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tools.sql.drop_view_if_exists(cr, "report_crm_claim_section_categ_stage")
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cr.execute("""
|
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create view report_crm_claim_section_categ_stage as (
|
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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.categ_id,
|
||||
c.state,
|
||||
c.stage_id,
|
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c.section_id,
|
||||
count(*) as nbr,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
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from
|
||||
crm_claim c
|
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where c.categ_id is not null AND c.stage_id is not null
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.state, c.stage_id, c.section_id)""")
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report_crm_claim_section_categ_stage()
|
||||
|
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class report_crm_claim_section_categ_type(osv.osv):
|
||||
_name = "report.crm.claim.section.categ.type"
|
||||
_inherit = "report.crm.case.section.categ.type"
|
||||
_description = "Claims by Section, Category and Type"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'categ_id':fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]", readonly=True),
|
||||
'type_id': fields.many2one('crm.case.resource.type', 'Claim Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]", readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]", readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'categ_id, type_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_claim_section_categ_type")
|
||||
cr.execute("""
|
||||
create view report_crm_claim_section_categ_type as (
|
||||
create or replace view report_crm_claim 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.categ_id,
|
||||
c.type_id,
|
||||
c.state,
|
||||
c.stage_id,
|
||||
c.user_id,
|
||||
c.section_id,
|
||||
c.stage_id,
|
||||
c.categ_id,
|
||||
count(*) as nbr,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
sum(planned_cost) as amount_costs,
|
||||
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
||||
avg(probability)::decimal(16,2) as probability,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_claim c
|
||||
where c.categ_id is not null AND c.type_id is not null
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.type_id, c.state, c.stage_id, c.section_id)""")
|
||||
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,c.categ_id
|
||||
)""")
|
||||
report_crm_claim()
|
||||
|
||||
report_crm_claim_section_categ_type()
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
@@ -5,24 +5,27 @@
|
||||
Claim by user and section
|
||||
-->
|
||||
|
||||
<record id="view_crm_claim_user_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.user.tree</field>
|
||||
<field name="model">report.crm.claim.user</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_tree"/>
|
||||
<record id="view_report_crm_claim_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.tree</field>
|
||||
<field name="model">report.crm.claim</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<tree string="Leads">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="nbr" string="#Claim"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
</field>
|
||||
<field name="stage_id" invisible="1"/>
|
||||
<field name="categ_id" invisible="1"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_claim_user_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.user.form</field>
|
||||
<field name="model">report.crm.claim.user</field>
|
||||
<record id="view_crm_claim_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.form</field>
|
||||
<field name="model">report.crm.claim</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
@@ -36,12 +39,12 @@
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_claim_user_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.user.graph</field>
|
||||
<field name="model">report.crm.claim.user</field>
|
||||
<record id="view_crm_claim_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.graph</field>
|
||||
<field name="model">report.crm.claim</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="Claims by User and Section" type="bar">
|
||||
<graph orientation="horizontal" string="Claims" type="bar">
|
||||
<field name="state"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field group="True" name="user_id"/>
|
||||
@@ -49,9 +52,9 @@
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_claim_user_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.user.select</field>
|
||||
<field name="model">report.crm.claim.user</field>
|
||||
<record id="view_crm_claim_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.select</field>
|
||||
<field name="model">report.crm.claim</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
@@ -60,368 +63,24 @@
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_report_crm_claim_user_tree" model="ir.actions.act_window">
|
||||
<field name="name">Claim by User and Section</field>
|
||||
<field name="res_model">report.crm.claim.user</field>
|
||||
<record id="action_report_crm_claim_tree" model="ir.actions.act_window">
|
||||
<field name="name">Claim</field>
|
||||
<field name="res_model">report.crm.claim</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_crm_claim_user_graph"/>
|
||||
<field name="search_view_id" ref="view_crm_claim_user_filter"/>
|
||||
<field name="view_id" ref="view_crm_claim_graph"/>
|
||||
<!-- field name="search_view_id" ref="view_crm_claim_filter"/ -->
|
||||
</record>
|
||||
<menuitem name="Claim" id="menu_crm_claim_tree" parent="crm.next_id_52"/>
|
||||
<menuitem action="action_report_crm_claim_user_tree" id="menu_crm_claim_user_tree" parent="menu_crm_claim_tree"/>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree1">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_report_crm_claim_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_claim_tree"/>
|
||||
</record>
|
||||
|
||||
|
||||
<!-- # Claims by section and category of case -->
|
||||
<menuitem name="Claim" id="menu_crm_claim_tree" action="action_report_crm_claim_tree" parent="crm.next_id_52"/>
|
||||
|
||||
<record id="view_crm_claim_categ_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.categ.tree</field>
|
||||
<field name="model">report.crm.claim.categ</field>
|
||||
<field name="inherit_id" ref="view_crm_case_categ_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_claim_categ_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.categ.form</field>
|
||||
<field name="model">report.crm.claim.categ</field>
|
||||
<field name="inherit_id" ref="view_crm_case_categ_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_claim_categ_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.categ.graph</field>
|
||||
<field name="model">report.crm.claim.categ</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="Claims by Section and Categories" type="bar">
|
||||
<field name="state"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field group="True" name="categ_id"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_claim_categ_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.categ.select</field>
|
||||
<field name="model">report.crm.claim.categ</field>
|
||||
<field name="inherit_id" ref="view_crm_case_categ_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="state" position="before">
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_report_crm_claim_categ_tree" model="ir.actions.act_window">
|
||||
<field name="name">Claims by Categories and Section</field>
|
||||
<field name="res_model">report.crm.claim.categ</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_crm_claim_categ_graph"/>
|
||||
<field name="search_view_id" ref="view_crm_claim_categ_filter"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_claim_categ_tree" id="menu_crm_claim_categ_tree" parent="menu_crm_claim_tree"/>
|
||||
|
||||
<!-- Claim by Section -->
|
||||
|
||||
<record id="view_report_crm_claim_section_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.section.tree</field>
|
||||
<field name="model">report.crm.claim.section</field>
|
||||
<field name="inherit_id" ref="view_report_crm_case_section_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr_cases" position="after">
|
||||
<field name="avg_answers"/>
|
||||
<field name="perc_done" select="2"/>
|
||||
<field name="perc_cancel" select="2"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_report_crm_claim_section_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.section.graph</field>
|
||||
<field name="model">report.crm.claim.section</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="claims by Section" type="bar">
|
||||
<field name="name"/>
|
||||
<field name="nbr_cases" operator="+"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_report_crm_claim_section_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.claim.section.select</field>
|
||||
<field name="model">report.crm.claim.section</field>
|
||||
<field name="inherit_id" ref="view_report_crm_case_section_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr_cases" position="before">
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_report_crm_claim_section_tree" model="ir.actions.act_window">
|
||||
<field name="name">Claims by Section</field>
|
||||
<field name="res_model">report.crm.claim.section</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_report_crm_claim_section_graph"/>
|
||||
<field name="search_view_id" ref="view_report_crm_claim_section_filter"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_claim_section_tree" id="menu_crm_claim_section_tree" parent="menu_crm_claim_tree"/>
|
||||
|
||||
#
|
||||
# Claims by section and type
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_claim_section_categ_tree">
|
||||
<field name="name">CRM Report - Sections and Type(Tree)</field>
|
||||
<field name="model">report.crm.claim.section.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_claim_section_categ_form">
|
||||
<field name="name">CRM Report - Sections and Type(Form)</field>
|
||||
<field name="model">report.crm.claim.section.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_claim_section_categ_graph">
|
||||
<field name="name">CRM Report - Sections and Type(Graph)</field>
|
||||
<field name="model">report.crm.claim.section.type</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Cases by Section and Type" type="bar" orientation="horizontal">
|
||||
<field name="type_id"/>
|
||||
<field name="amount_revenue" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_claim_section_categ_filter" model="ir.ui.view">
|
||||
<field name="name">CRM Report - Sections and Type(Select)</field>
|
||||
<field name="model">report.crm.claim.section.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="section_id" position="after">
|
||||
<field name="type_id"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_claim_section_categ_tree">
|
||||
<field name="res_model">report.crm.claim.section.type</field>
|
||||
<field name="name">Claims by section and type</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="search_view_id" ref="view_crm_claim_section_categ_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_claim_section_categ_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_claim_section_categ_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_claim_section_categ_tree"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_claim_section_categ_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_claim_section_categ_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_claim_section_categ_tree"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_claim_section_categ_tree" id="menu_crm_claim_section_categ_tree" parent="menu_crm_claim_tree"/>
|
||||
|
||||
#
|
||||
# Claims by section, category and stage
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_claim_section_categ_stage_tree">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Tree)</field>
|
||||
<field name="model">report.crm.claim.section.categ.stage</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_stage_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_claim_section_categ_stage_form">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Form)</field>
|
||||
<field name="model">report.crm.claim.section.categ.stage</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_stage_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_claim_section_categ_stage_graph">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
|
||||
<field name="model">report.crm.claim.section.categ.stage</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Claims by Section, Category and Stage" type="bar" orientation="horizontal">
|
||||
<field name="categ_id"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_claim_section_categ_stage_filter" model="ir.ui.view">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
|
||||
<field name="model">report.crm.claim.section.categ.stage</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="section_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_claim_section_categ_stage_tree">
|
||||
<field name="res_model">report.crm.claim.section.categ.stage</field>
|
||||
<field name="name">Claims by section, category and stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="search_view_id" ref="view_crm_claim_section_categ_stage_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_claim_section_categ_stage_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_claim_section_categ_stage_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_claim_section_categ_stage_tree"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_claim_section_categ_stage_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_claim_section_categ_stage_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_claim_section_categ_stage_tree"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_claim_section_categ_stage_tree" id="menu_crm_claim_section_categ_stage_tree" parent="menu_crm_claim_tree"/>
|
||||
|
||||
#
|
||||
# Claims by section, category and type
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_claim_section_categ_type_tree">
|
||||
<field name="name">CRM Report - Section, Category and Type(Tree)</field>
|
||||
<field name="model">report.crm.claim.section.categ.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_type_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_claim_section_categ_type_form">
|
||||
<field name="name">CRM Report - Section, Category and Type(Form)</field>
|
||||
<field name="model">report.crm.claim.section.categ.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_type_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_claim_section_categ_type_graph">
|
||||
<field name="name">CRM Report - Section, Category and Type(Select)</field>
|
||||
<field name="model">report.crm.claim.section.categ.type</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Claims by Section, Category and Type" type="bar" orientation="horizontal">
|
||||
<field name="type_id"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_claim_section_categ_type_filter" model="ir.ui.view">
|
||||
<field name="name">CRM Report - Section, Category and Type(Select)</field>
|
||||
<field name="model">report.crm.claim.section.categ.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_type_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="section_id" position="after">
|
||||
<field name="categ_id" select="1"/>
|
||||
<field name="type_id" select="1"/>
|
||||
<field name="stage_id" select="1"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_claim_section_categ_type_tree">
|
||||
<field name="res_model">report.crm.claim.section.categ.type</field>
|
||||
<field name="name">Claims by section, category and type</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="search_view_id" ref="view_crm_claim_section_categ_type_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_claim_section_categ_type_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_claim_section_categ_type_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_claim_section_categ_type_tree"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_claim_section_categ_type_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_claim_section_categ_type_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_claim_section_categ_type_tree"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_claim_section_categ_type_tree" id="menu_crm_claim_section_categ_type_tree" parent="menu_crm_claim_tree"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
</openerp>
|
||||
|
||||
@@ -1,273 +1,31 @@
|
||||
from osv import fields,osv
|
||||
import tools
|
||||
|
||||
class report_crm_lead_user(osv.osv):
|
||||
_name = "report.crm.lead.user"
|
||||
_description = "Leads by user and section"
|
||||
class report_crm_lead(osv.osv):
|
||||
_name = "report.crm.lead"
|
||||
_auto = False
|
||||
_inherit = "report.crm.case.user"
|
||||
_columns = {
|
||||
'probability': fields.float('Avg. Probability', readonly=True),
|
||||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'amount_costs': fields.float('Est.Cost', readonly=True),
|
||||
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
|
||||
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
||||
}
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_lead_user')
|
||||
cr.execute("""
|
||||
create or replace view report_crm_lead_user as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date, 'YYYY') as name,
|
||||
to_char(c.create_date, 'MM') as month,
|
||||
c.state,
|
||||
c.user_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
sum(planned_cost) as amount_costs,
|
||||
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
||||
avg(probability)::decimal(16,2) as probability,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
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
|
||||
)""")
|
||||
report_crm_lead_user()
|
||||
|
||||
class report_crm_lead_categ(osv.osv):
|
||||
_name = "report.crm.lead.categ"
|
||||
_description = "Leads by section and category"
|
||||
_auto = False
|
||||
_inherit = "report.crm.case.categ"
|
||||
_columns = {
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]"),
|
||||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'amount_costs': fields.float('Est.Cost', readonly=True),
|
||||
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
|
||||
'probability': fields.float('Avg. Probability', readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_lead_categ')
|
||||
cr.execute("""
|
||||
create or replace view report_crm_lead_categ as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date, 'YYYY') as name,
|
||||
to_char(c.create_date, 'MM') as month,
|
||||
c.categ_id,
|
||||
c.state,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
sum(planned_cost) as amount_costs,
|
||||
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
||||
avg(probability)::decimal(16,2) as probability,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_lead c
|
||||
group by c.categ_id,to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
|
||||
)""")
|
||||
report_crm_lead_categ()
|
||||
|
||||
class report_crm_lead_section(osv.osv):
|
||||
_name = "report.crm.lead.section"
|
||||
_description = "Leads by Section"
|
||||
_auto = False
|
||||
_inherit = "report.crm.case.section"
|
||||
|
||||
def _get_data(self, cr, uid, ids, field_name, arg, context={}):
|
||||
res = {}
|
||||
state_perc = 0.0
|
||||
avg_ans = 0.0
|
||||
|
||||
for case in self.browse(cr, uid, ids, context):
|
||||
if field_name != 'avg_answers':
|
||||
state = field_name[5:]
|
||||
cr.execute("select count(*) from crm_lead where section_id =%s and state='%s'"%(case.section_id.id,state))
|
||||
state_cases = cr.fetchone()[0]
|
||||
perc_state = (state_cases / float(case.nbr_cases) ) * 100
|
||||
|
||||
res[case.id] = perc_state
|
||||
else:
|
||||
cr.execute('select count(*) from crm_case_log l where l.section_id=%s'%(case.section_id.id))
|
||||
logs = cr.fetchone()[0]
|
||||
|
||||
avg_ans = logs / case.nbr_cases
|
||||
res[case.id] = avg_ans
|
||||
|
||||
return res
|
||||
|
||||
_columns = {
|
||||
'avg_answers': fields.function(_get_data,string='Avg. Answers', method=True,type="integer"),
|
||||
'perc_done': fields.function(_get_data,string='%Done', method=True,type="float"),
|
||||
'perc_cancel': fields.function(_get_data,string='%Cancel', method=True,type="float"),
|
||||
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'name desc, section_id'
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_lead_section')
|
||||
cr.execute("""
|
||||
create or replace view report_crm_lead_section as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date, 'YYYY') as name,
|
||||
to_char(c.create_date, 'MM') as month,
|
||||
count(*) as nbr_cases,
|
||||
c.section_id as section_id,
|
||||
0 as avg_answers,
|
||||
0.0 as perc_done,
|
||||
0.0 as perc_cancel,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_lead c
|
||||
group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
|
||||
)""")
|
||||
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()
|
||||
|
||||
class report_crm_lead_section_type(osv.osv):
|
||||
_name = "report.crm.lead.section.type"
|
||||
_inherit = "report.crm.case.section.type"
|
||||
_description = "Leads by section and type"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', 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 = 'type_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_type")
|
||||
tools.drop_view_if_exists(cr, 'report_crm_lead')
|
||||
cr.execute("""
|
||||
create view report_crm_lead_section_type 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.type_id,
|
||||
c.stage_id,
|
||||
c.section_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.type_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.type_id, c.section_id)""")
|
||||
|
||||
report_crm_lead_section_type()
|
||||
|
||||
class report_crm_lead_section_categ_stage(osv.osv):
|
||||
_name = "report.crm.lead.section.categ.stage"
|
||||
_inherit = "report.crm.case.section.categ.stage"
|
||||
_description = "Leads by Section, Category and Stage"
|
||||
_auto = False
|
||||
_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),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'stage_id, categ_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_categ_stage")
|
||||
cr.execute("""
|
||||
create view report_crm_lead_section_categ_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.categ_id,
|
||||
c.state,
|
||||
c.stage_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_lead c
|
||||
where c.categ_id is not null AND c.stage_id is not null
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.state, c.stage_id, c.section_id)""")
|
||||
|
||||
report_crm_lead_section_categ_stage()
|
||||
|
||||
class report_crm_lead_section_categ_type(osv.osv):
|
||||
_name = "report.crm.lead.section.categ.type"
|
||||
_inherit = "report.crm.case.section.categ.type"
|
||||
_description = "Leads by Section, Category and Type"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'categ_id':fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
|
||||
'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', 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),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'categ_id, type_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_lead_section_categ_type")
|
||||
cr.execute("""
|
||||
create view report_crm_lead_section_categ_type as (
|
||||
create or replace view report_crm_lead 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.categ_id,
|
||||
c.type_id,
|
||||
c.state,
|
||||
c.user_id,
|
||||
c.stage_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_lead c
|
||||
where c.categ_id is not null AND c.type_id is not null
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.type_id, c.state, c.stage_id, c.section_id)""")
|
||||
|
||||
report_crm_lead_section_categ_type()
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
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
|
||||
)""")
|
||||
report_crm_lead()
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
@@ -5,43 +5,39 @@
|
||||
Leads by user and section
|
||||
-->
|
||||
|
||||
<record id="view_crm_lead_user_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.user.tree</field>
|
||||
<field name="model">report.crm.lead.user</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_tree"/>
|
||||
<record id="view_crm_lead_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.tree</field>
|
||||
<field name="model">report.crm.lead</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
</field>
|
||||
<tree string="Leads">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="nbr" />
|
||||
<field name="delay_close"/>
|
||||
<field name="stage_id" invisible="1"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_lead_user_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.user.form</field>
|
||||
<field name="model">report.crm.lead.user</field>
|
||||
<record id="view_crm_lead_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.form</field>
|
||||
<field name="model">report.crm.lead</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
<field name="stage_id"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_lead_user_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.user.graph</field>
|
||||
<field name="model">report.crm.lead.user</field>
|
||||
<record id="view_crm_lead_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.graph</field>
|
||||
<field name="model">report.crm.lead</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="Leads by User and Section" type="bar">
|
||||
<graph orientation="horizontal" string="Leads" type="bar">
|
||||
<field name="state"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field group="True" name="user_id"/>
|
||||
@@ -49,437 +45,36 @@
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_lead_user_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.user.select</field>
|
||||
<field name="model">report.crm.lead.user</field>
|
||||
<record id="view_crm_lead_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.select</field>
|
||||
<field name="model">report.crm.lead</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="state" position="before">
|
||||
</field>
|
||||
<search string="Search">
|
||||
<field name="state" position="before"/>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_report_crm_lead_user_tree" model="ir.actions.act_window">
|
||||
<field name="name">Leads by User and Section</field>
|
||||
<field name="res_model">report.crm.lead.user</field>
|
||||
|
||||
|
||||
<record id="action_report_crm_lead_tree" model="ir.actions.act_window">
|
||||
<field name="name">Leads</field>
|
||||
<field name="res_model">report.crm.lead</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_crm_lead_user_graph"/>
|
||||
<field name="search_view_id" ref="view_crm_lead_user_filter"/>
|
||||
<field name="view_id" ref="view_crm_lead_graph"/>
|
||||
<!-- field name="search_view_id" ref="view_crm_lead_filter"/ -->
|
||||
</record>
|
||||
<menuitem name="Leads" id="menu_crm_leads_tree" parent="crm.next_id_52"/>
|
||||
<menuitem action="action_report_crm_lead_user_tree" id="menu_crm_lead_user_tree" parent="menu_crm_leads_tree"/>
|
||||
|
||||
<!-- # Leads by section and category of case -->
|
||||
|
||||
<record id="view_crm_lead_categ_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.categ.tree</field>
|
||||
<field name="model">report.crm.lead.categ</field>
|
||||
<field name="inherit_id" ref="view_crm_case_categ_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_lead_categ_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.categ.form</field>
|
||||
<field name="model">report.crm.lead.categ</field>
|
||||
<field name="inherit_id" ref="view_crm_case_categ_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_lead_categ_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.categ.graph</field>
|
||||
<field name="model">report.crm.lead.categ</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="Leads by Section and Categories" type="bar">
|
||||
<field name="state"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field group="True" name="categ_id"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_lead_categ_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.categ.select</field>
|
||||
<field name="model">report.crm.lead.categ</field>
|
||||
<field name="inherit_id" ref="view_crm_case_categ_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="state" position="before">
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_report_crm_lead_categ_tree" model="ir.actions.act_window">
|
||||
<field name="name">Leads by Categories and Section</field>
|
||||
<field name="res_model">report.crm.lead.categ</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_crm_lead_categ_graph"/>
|
||||
<field name="search_view_id" ref="view_crm_lead_categ_filter"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_lead_categ_tree" id="menu_crm_lead_categ_tree" parent="menu_crm_leads_tree"/>
|
||||
|
||||
<!-- Leads by Section -->
|
||||
|
||||
<record id="view_report_crm_lead_section_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.section.tree</field>
|
||||
<field name="model">report.crm.lead.section</field>
|
||||
<field name="inherit_id" ref="view_report_crm_case_section_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr_cases" position="after">
|
||||
<field name="avg_answers"/>
|
||||
<field name="perc_done" select="2"/>
|
||||
<field name="perc_cancel" select="2"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_report_crm_lead_section_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.section.graph</field>
|
||||
<field name="model">report.crm.lead.section</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="Leads by Section" type="bar">
|
||||
<field name="name"/>
|
||||
<field name="nbr_cases" operator="+"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_report_crm_lead_section_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.lead.section.select</field>
|
||||
<field name="model">report.crm.lead.section</field>
|
||||
<field name="inherit_id" ref="view_report_crm_case_section_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr_cases" position="before">
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_report_crm_lead_section_tree" model="ir.actions.act_window">
|
||||
<field name="name">Leads by Section</field>
|
||||
<field name="res_model">report.crm.lead.section</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_report_crm_lead_section_graph"/>
|
||||
<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>
|
||||
|
||||
#
|
||||
# Leads by section and type
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_lead_section_categ_tree">
|
||||
<field name="name">CRM Report - Sections and Type(Tree)</field>
|
||||
<field name="model">report.crm.lead.section.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_lead_section_categ_form">
|
||||
<field name="name">CRM Report - Sections and Type(Form)</field>
|
||||
<field name="model">report.crm.lead.section.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_lead_section_categ_graph">
|
||||
<field name="name">CRM Report - Sections and Type(Graph)</field>
|
||||
<field name="model">report.crm.lead.section.type</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Leads by Section and Type" type="bar" orientation="horizontal">
|
||||
<field name="type_id"/>
|
||||
<field name="amount_revenue" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_lead_section_categ_filter" model="ir.ui.view">
|
||||
<field name="name">CRM Report - Sections and Type(Select)</field>
|
||||
<field name="model">report.crm.lead.section.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="section_id" position="after">
|
||||
<field name="type_id"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_lead_section_categ_tree">
|
||||
<field name="res_model">report.crm.lead.section.type</field>
|
||||
<field name="name">Leads by section and type</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="search_view_id" ref="view_crm_lead_section_categ_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_lead_section_categ_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_lead_section_categ_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead_section_categ_tree"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_lead_section_categ_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_lead_section_categ_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead_section_categ_tree"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_lead_section_categ_tree" id="menu_crm_lead_section_categ_tree" parent="menu_crm_leads_tree"/>
|
||||
|
||||
#
|
||||
# Leads by section, category and stage
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_lead_section_categ_stage_tree">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Tree)</field>
|
||||
<field name="model">report.crm.lead.section.categ.stage</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_stage_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_lead_section_categ_stage_form">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Form)</field>
|
||||
<field name="model">report.crm.lead.section.categ.stage</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_stage_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_lead_section_categ_stage_graph">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
|
||||
<field name="model">report.crm.lead.section.categ.stage</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Leads by Section, Category and Stage" type="bar" orientation="horizontal">
|
||||
<field name="categ_id"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_lead_section_categ_stage_filter" model="ir.ui.view">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
|
||||
<field name="model">report.crm.lead.section.categ.stage</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="section_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_lead_section_categ_stage_tree">
|
||||
<field name="res_model">report.crm.lead.section.categ.stage</field>
|
||||
<field name="name">Leads by section, category and stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="search_view_id" ref="view_crm_lead_section_categ_stage_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_lead_section_categ_stage_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_lead_section_categ_stage_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead_section_categ_stage_tree"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_lead_section_categ_stage_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_lead_section_categ_stage_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead_section_categ_stage_tree"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_lead_section_categ_stage_tree" id="menu_crm_lead_section_categ_stage_tree" parent="menu_crm_leads_tree"/>
|
||||
|
||||
#
|
||||
# Leads by section, category and type
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_lead_section_categ_type_tree">
|
||||
<field name="name">CRM Report - Section, Category and Type(Tree)</field>
|
||||
<field name="model">report.crm.lead.section.categ.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_type_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_lead_section_categ_type_form">
|
||||
<field name="name">CRM Report - Section, Category and Type(Form)</field>
|
||||
<field name="model">report.crm.lead.section.categ.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_type_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_lead_section_categ_type_graph">
|
||||
<field name="name">CRM Report - Section, Category and Type(Select)</field>
|
||||
<field name="model">report.crm.lead.section.categ.type</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Leads by Section, Category and Type" type="bar" orientation="horizontal">
|
||||
<field name="type_id"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_lead_section_categ_type_filter" model="ir.ui.view">
|
||||
<field name="name">CRM Report - Section, Category and Type(Select)</field>
|
||||
<field name="model">report.crm.lead.section.categ.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_type_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="section_id" position="after">
|
||||
<field name="categ_id" select="1"/>
|
||||
<field name="type_id" select="1"/>
|
||||
<field name="stage_id" select="1"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_lead_section_categ_type_tree">
|
||||
<field name="res_model">report.crm.lead.section.categ.type</field>
|
||||
<field name="name">Leads by section, category and type</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="search_view_id" ref="view_crm_lead_section_categ_type_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_lead_section_categ_type_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_lead_section_categ_type_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead_section_categ_type_tree"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_lead_section_categ_type_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_lead_section_categ_type_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead_section_categ_type_tree"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_lead_section_categ_type_tree" id="menu_crm_lead_section_categ_type_tree" parent="menu_crm_leads_tree"/>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree1">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_lead_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead_tree"/>
|
||||
</record>
|
||||
|
||||
|
||||
<menuitem name="Leads" id="menu_crm_leads_tree" parent="crm.next_id_52" action="action_report_crm_lead_tree"/>
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
@@ -1,9 +1,8 @@
|
||||
from osv import fields,osv
|
||||
import tools
|
||||
|
||||
class report_crm_opportunity_user(osv.osv):
|
||||
_name = "report.crm.opportunity.user"
|
||||
_description = "Opportunity by user and section"
|
||||
class report_crm_opportunity(osv.osv):
|
||||
_name = "report.crm.opportunity"
|
||||
_auto = False
|
||||
_inherit = "report.crm.case.user"
|
||||
_columns = {
|
||||
@@ -11,53 +10,22 @@ class report_crm_opportunity_user(osv.osv):
|
||||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
|
||||
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
||||
}
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_opportunity_user')
|
||||
cr.execute("""
|
||||
create or replace view report_crm_opportunity_user as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date, 'YYYY') as name,
|
||||
to_char(c.create_date, 'MM') as month,
|
||||
c.state,
|
||||
c.user_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
||||
avg(probability)::decimal(16,2) as probability,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_opportunity c
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id
|
||||
)""")
|
||||
report_crm_opportunity_user()
|
||||
|
||||
class report_crm_opportunity_categ(osv.osv):
|
||||
_name = "report.crm.opportunity.categ"
|
||||
_description = "Opportunity by section and category"
|
||||
_auto = False
|
||||
_inherit = "report.crm.case.categ"
|
||||
_columns = {
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]"),
|
||||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
|
||||
'probability': fields.float('Avg. Probability', readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
}
|
||||
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_opportunity_categ')
|
||||
tools.drop_view_if_exists(cr, 'report_crm_opportunity')
|
||||
cr.execute("""
|
||||
create or replace view report_crm_opportunity_categ as (
|
||||
create or replace view report_crm_opportunity as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date, 'YYYY') as name,
|
||||
to_char(c.create_date, 'MM') as month,
|
||||
c.categ_id,
|
||||
c.state,
|
||||
c.user_id,
|
||||
c.section_id,
|
||||
c.categ_id,
|
||||
c.stage_id,
|
||||
count(*) as nbr,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
||||
@@ -65,168 +33,7 @@ class report_crm_opportunity_categ(osv.osv):
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_opportunity c
|
||||
group by c.categ_id,to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
|
||||
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,c.categ_id
|
||||
)""")
|
||||
report_crm_opportunity_categ()
|
||||
|
||||
class report_crm_opportunity_section(osv.osv):
|
||||
_name = "report.crm.opportunity.section"
|
||||
_description = "Opportunity by Section"
|
||||
_auto = False
|
||||
_inherit = "report.crm.case.section"
|
||||
|
||||
def _get_data(self, cr, uid, ids, field_name, arg, context={}):
|
||||
res = {}
|
||||
state_perc = 0.0
|
||||
avg_ans = 0.0
|
||||
|
||||
for case in self.browse(cr, uid, ids, context):
|
||||
if field_name != 'avg_answers':
|
||||
state = field_name[5:]
|
||||
cr.execute("select count(*) from crm_opportunity where section_id =%s and state='%s'"%(case.section_id.id,state))
|
||||
state_cases = cr.fetchone()[0]
|
||||
perc_state = (state_cases / float(case.nbr_cases) ) * 100
|
||||
|
||||
res[case.id] = perc_state
|
||||
else:
|
||||
cr.execute('select count(*) from crm_case_log l where l.section_id=%s'%(case.section_id.id))
|
||||
logs = cr.fetchone()[0]
|
||||
|
||||
avg_ans = logs / case.nbr_cases
|
||||
res[case.id] = avg_ans
|
||||
|
||||
return res
|
||||
|
||||
_columns = {
|
||||
'avg_answers': fields.function(_get_data,string='Avg. Answers', method=True,type="integer"),
|
||||
'perc_done': fields.function(_get_data,string='%Done', method=True,type="float"),
|
||||
'perc_cancel': fields.function(_get_data,string='%Cancel', method=True,type="float"),
|
||||
'delay_close': fields.char('Delay to close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'name desc, section_id'
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_opportunity_section')
|
||||
cr.execute("""
|
||||
create or replace view report_crm_opportunity_section as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date, 'YYYY') as name,
|
||||
to_char(c.create_date, 'MM') as month,
|
||||
count(*) as nbr_cases,
|
||||
c.section_id as section_id,
|
||||
0 as avg_answers,
|
||||
0.0 as perc_done,
|
||||
0.0 as perc_cancel,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_opportunity c
|
||||
group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
|
||||
)""")
|
||||
report_crm_opportunity_section()
|
||||
|
||||
class report_crm_opportunity_section_type(osv.osv):
|
||||
_name = "report.crm.opportunity.section.type"
|
||||
_inherit = "report.crm.case.section.type"
|
||||
_description = "Opportunity by section and type"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'type_id': fields.many2one('crm.case.resource.type', 'Opportunity Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'type_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_opportunity_section_type")
|
||||
cr.execute("""
|
||||
create view report_crm_opportunity_section_type 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.type_id,
|
||||
c.stage_id,
|
||||
c.section_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_opportunity c
|
||||
where c.type_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.type_id, c.section_id)""")
|
||||
|
||||
report_crm_opportunity_section_type()
|
||||
|
||||
class report_crm_opportunity_section_categ_stage(osv.osv):
|
||||
_name = "report.crm.opportunity.section.categ.stage"
|
||||
_inherit = "report.crm.case.section.categ.stage"
|
||||
_description = "Opportunity by Section, Category and Stage"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'categ_id': fields.many2one('crm.case.categ','Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'stage_id, categ_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_opportunity_section_categ_stage")
|
||||
cr.execute("""
|
||||
create view report_crm_opportunity_section_categ_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.categ_id,
|
||||
c.state,
|
||||
c.stage_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_opportunity c
|
||||
where c.categ_id is not null AND c.stage_id is not null
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.state, c.stage_id, c.section_id)""")
|
||||
|
||||
report_crm_opportunity_section_categ_stage()
|
||||
|
||||
class report_crm_opportunity_section_categ_type(osv.osv):
|
||||
_name = "report.crm.opportunity.section.categ.type"
|
||||
_inherit = "report.crm.case.section.categ.type"
|
||||
_description = "Opportunity by Section, Category and Type"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'categ_id':fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
'type_id': fields.many2one('crm.case.resource.type', 'Opportunity Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'categ_id, type_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_opportunity_section_categ_type")
|
||||
cr.execute("""
|
||||
create view report_crm_opportunity_section_categ_type 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.categ_id,
|
||||
c.type_id,
|
||||
c.state,
|
||||
c.stage_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_opportunity c
|
||||
where c.categ_id is not null AND c.type_id is not null
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.type_id, c.state, c.stage_id, c.section_id)""")
|
||||
|
||||
report_crm_opportunity_section_categ_type()
|
||||
report_crm_opportunity()
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
@@ -5,24 +5,29 @@
|
||||
Opportunities by user and section
|
||||
-->
|
||||
|
||||
<record id="view_crm_opportunity_user_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.user.tree</field>
|
||||
<field name="model">report.crm.opportunity.user</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_tree"/>
|
||||
<record id="view_crm_opportunity_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.tree</field>
|
||||
<field name="model">report.crm.opportunity</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<tree string="Opportunities">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="nbr" string="#Opportunities"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
</field>
|
||||
</field>
|
||||
<field name="state"/>
|
||||
<field name="user_id" invisible="1"/>
|
||||
<field name="stage_id" invisible="1"/>
|
||||
<field name="categ_id" invisible="1"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_opportunity_user_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.user.form</field>
|
||||
<field name="model">report.crm.opportunity.user</field>
|
||||
<record id="view_crm_opportunity_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.form</field>
|
||||
<field name="model">report.crm.opportunity</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
@@ -36,12 +41,12 @@
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_opportunity_user_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.user.graph</field>
|
||||
<field name="model">report.crm.opportunity.user</field>
|
||||
<record id="view_crm_opportunity_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.graph</field>
|
||||
<field name="model">report.crm.opportunity</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="Opportunity by User and Section" type="bar">
|
||||
<graph orientation="horizontal" string="Opportunity" type="bar">
|
||||
<field name="state"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field group="True" name="user_id"/>
|
||||
@@ -49,9 +54,9 @@
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_opportunity_user_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.user.select</field>
|
||||
<field name="model">report.crm.opportunity.user</field>
|
||||
<record id="view_crm_opportunity_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.select</field>
|
||||
<field name="model">report.crm.opportunity</field>
|
||||
<field name="inherit_id" ref="view_crm_case_user_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
@@ -60,367 +65,20 @@
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_report_crm_opportunity_user_tree" model="ir.actions.act_window">
|
||||
<field name="name">Opportunity by User and Section</field>
|
||||
<field name="res_model">report.crm.opportunity.user</field>
|
||||
<record id="action_report_crm_opportunity_tree" model="ir.actions.act_window">
|
||||
<field name="name">Opportunity</field>
|
||||
<field name="res_model">report.crm.opportunity</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_user_graph"/>
|
||||
<field name="search_view_id" ref="view_crm_opportunity_user_filter"/>
|
||||
<field name="view_id" ref="view_crm_opportunity_graph"/>
|
||||
<!-- field name="search_view_id" ref="view_crm_opportunity_filter"/ -->
|
||||
</record>
|
||||
<menuitem name="Opportinities" id="menu_crm_opportunity_tree" parent="crm.next_id_52"/>
|
||||
<menuitem action="action_report_crm_opportunity_user_tree" id="menu_crm_opportunity_user_tree" parent="menu_crm_opportunity_tree"/>
|
||||
|
||||
<!-- # Opportunity by section and category of case -->
|
||||
|
||||
<record id="view_crm_opportunity_categ_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.categ.tree</field>
|
||||
<field name="model">report.crm.opportunity.categ</field>
|
||||
<field name="inherit_id" ref="view_crm_case_categ_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_opportunity_categ_form" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.categ.form</field>
|
||||
<field name="model">report.crm.opportunity.categ</field>
|
||||
<field name="inherit_id" ref="view_crm_case_categ_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr" position="after">
|
||||
<field name="delay_close"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="amount_costs"/>
|
||||
<field name="amount_revenue_prob"/>
|
||||
<field name="probability"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_opportunity_categ_graph" model="ir.ui.view">
|
||||
<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 orientation="horizontal" string="Opportunity by Section and Categories" type="bar">
|
||||
<field name="state"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field group="True" name="categ_id"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_opportunity_categ_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.categ.select</field>
|
||||
<field name="model">report.crm.opportunity.categ</field>
|
||||
<field name="inherit_id" ref="view_crm_case_categ_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="state" position="before">
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_report_crm_opportunity_categ_tree" model="ir.actions.act_window">
|
||||
<field name="name">Opportunity by Categories and Section</field>
|
||||
<field name="res_model">report.crm.opportunity.categ</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_categ_graph"/>
|
||||
<field name="search_view_id" ref="view_crm_opportunity_categ_filter"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_opportunity_categ_tree" id="menu_crm_opportunity_categ_tree" parent="menu_crm_opportunity_tree"/>
|
||||
|
||||
<!-- Opportunity by Section -->
|
||||
|
||||
<record id="view_report_crm_opportunity_section_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.section.tree</field>
|
||||
<field name="model">report.crm.opportunity.section</field>
|
||||
<field name="inherit_id" ref="view_report_crm_case_section_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr_cases" position="after">
|
||||
<field name="avg_answers"/>
|
||||
<field name="perc_done" select="2"/>
|
||||
<field name="perc_cancel" select="2"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_report_crm_opportunity_section_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.section.graph</field>
|
||||
<field name="model">report.crm.opportunity.section</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="Opportunity by Section" type="bar">
|
||||
<field name="name"/>
|
||||
<field name="nbr_cases" operator="+"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_report_crm_opportunity_section_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.opportunity.section.select</field>
|
||||
<field name="model">report.crm.opportunity.section</field>
|
||||
<field name="inherit_id" ref="view_report_crm_case_section_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="nbr_cases" position="before">
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_report_crm_opportunity_section_tree" model="ir.actions.act_window">
|
||||
<field name="name">Opportunity by Section</field>
|
||||
<field name="res_model">report.crm.opportunity.section</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="view_id" ref="view_report_crm_opportunity_section_graph"/>
|
||||
<field name="search_view_id" ref="view_report_crm_opportunity_section_filter"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_opportunity_section_tree" id="menu_crm_opportunity_section_tree" parent="menu_crm_opportunity_tree"/>
|
||||
|
||||
#
|
||||
# Opportunity by section and type
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_opportunity_section_categ_tree">
|
||||
<field name="name">CRM Report - Sections and Type(Tree)</field>
|
||||
<field name="model">report.crm.opportunity.section.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_opportunity_section_categ_form">
|
||||
<field name="name">CRM Report - Sections and Type(Form)</field>
|
||||
<field name="model">report.crm.opportunity.section.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_opportunity_section_categ_graph">
|
||||
<field name="name">CRM Report - Sections and Type(Graph)</field>
|
||||
<field name="model">report.crm.opportunity.section.type</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Opportunity by Section and Type" type="bar" orientation="horizontal">
|
||||
<field name="type_id"/>
|
||||
<field name="amount_revenue" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_opportunity_section_categ_filter" model="ir.ui.view">
|
||||
<field name="name">CRM Report - Sections and Type(Select)</field>
|
||||
<field name="model">report.crm.opportunity.section.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="section_id" position="after">
|
||||
<field name="type_id"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_opportunity_section_categ_tree">
|
||||
<field name="res_model">report.crm.opportunity.section.type</field>
|
||||
<field name="name">Opportunity by section and type</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="search_view_id" ref="view_crm_opportunity_section_categ_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_section_categ_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_opportunity_section_categ_tree"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_section_categ_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_opportunity_section_categ_tree"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_opportunity_section_categ_tree" id="menu_crm_opportunity_section_categ_tree" parent="menu_crm_opportunity_tree"/>
|
||||
|
||||
#
|
||||
# Opportunity by section, category and stage
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_opportunity_section_categ_stage_tree">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Tree)</field>
|
||||
<field name="model">report.crm.opportunity.section.categ.stage</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_stage_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_opportunity_section_categ_stage_form">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Form)</field>
|
||||
<field name="model">report.crm.opportunity.section.categ.stage</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_stage_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_opportunity_section_categ_stage_graph">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
|
||||
<field name="model">report.crm.opportunity.section.categ.stage</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Opportunity by Section, Category and Stage" type="bar" orientation="horizontal">
|
||||
<field name="categ_id"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_opportunity_section_categ_stage_filter" model="ir.ui.view">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
|
||||
<field name="model">report.crm.opportunity.section.categ.stage</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="section_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_opportunity_section_categ_stage_tree">
|
||||
<field name="res_model">report.crm.opportunity.section.categ.stage</field>
|
||||
<field name="name">Opportunity by section, category and stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="search_view_id" ref="view_crm_opportunity_section_categ_stage_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_stage_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_section_categ_stage_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_opportunity_section_categ_stage_tree"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_stage_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_section_categ_stage_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_opportunity_section_categ_stage_tree"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_opportunity_section_categ_stage_tree" id="menu_crm_opportunity_section_categ_stage_tree" parent="menu_crm_opportunity_tree"/>
|
||||
|
||||
#
|
||||
# opportunitys by section, category and type
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_opportunity_section_categ_type_tree">
|
||||
<field name="name">CRM Report - Section, Category and Type(Tree)</field>
|
||||
<field name="model">report.crm.opportunity.section.categ.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_type_tree"/>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_opportunity_section_categ_type_form">
|
||||
<field name="name">CRM Report - Section, Category and Type(Form)</field>
|
||||
<field name="model">report.crm.opportunity.section.categ.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_type_form"/>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="user_id" position="after">
|
||||
<field name="categ_id"/>
|
||||
<field name="type_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="delay_close"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_opportunity_section_categ_type_graph">
|
||||
<field name="name">CRM Report - Section, Category and Type(Select)</field>
|
||||
<field name="model">report.crm.opportunity.section.categ.type</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Opportunity by Section, Category and Type" type="bar" orientation="horizontal">
|
||||
<field name="type_id"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_opportunity_section_categ_type_filter" model="ir.ui.view">
|
||||
<field name="name">CRM Report - Section, Category and Type(Select)</field>
|
||||
<field name="model">report.crm.opportunity.section.categ.type</field>
|
||||
<field name="inherit_id" ref="view_crm_case_section_categ_type_filter"/>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="section_id" position="after">
|
||||
<field name="categ_id" select="1"/>
|
||||
<field name="type_id" select="1"/>
|
||||
<field name="stage_id" select="1"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_opportunity_section_categ_type_tree">
|
||||
<field name="res_model">report.crm.opportunity.section.categ.type</field>
|
||||
<field name="name">Opportunity by section, category and type</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="search_view_id" ref="view_crm_opportunity_section_categ_type_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_type_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_section_categ_type_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_opportunity_section_categ_type_tree"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_opportunity_section_categ_type_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_section_categ_type_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_opportunity_section_categ_type_tree"/>
|
||||
</record>
|
||||
<menuitem action="action_report_crm_opportunity_section_categ_type_tree" id="menu_crm_opportunity_section_categ_type_tree" parent="menu_crm_opportunity_tree"/>
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_l_opportunity_tree1">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_opportunity_tree"/>
|
||||
</record>
|
||||
<menuitem name="Opportinities" action="action_report_crm_opportunity_tree" id="menu_crm_opportunity_tree" parent="crm.next_id_52"/>
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
@@ -56,11 +56,13 @@
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Cases by User">
|
||||
<group col="12" colspan="4">
|
||||
<group col="16" colspan="8">
|
||||
<filter string="My Cases" icon="terp-hr" domain="[('user_id','=',uid)]" help="My cases by section"/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
|
||||
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
|
||||
<filter string="Won" icon="terp-hr" domain="[('state','=','done')]"/>
|
||||
<filter string="Lost" icon="terp-hr" domain="[('state','=','cancel')]"/>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" select="1"/>
|
||||
<field name="month" select="1"/>
|
||||
@@ -69,6 +71,16 @@
|
||||
<field name="nbr" select="1"/>
|
||||
<field name="state" select="1"/>
|
||||
</group>
|
||||
<group expand="1" string="Group By..." colspan="4" col="8">
|
||||
<filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}"/>
|
||||
<filter string="Section" icon="terp-sale" domain="[]" context="{'group_by':'section_id'}"/>
|
||||
<filter string="State" icon="terp-sale" domain="[]" context="{'group_by':'state'}"/>
|
||||
<filter string="Stage" icon="terp-sale" domain="[]" context="{'group_by':'stage_id'}"/>
|
||||
<filter string="Month" icon="terp-sale" domain="[]" context="{'group_by':'month'}"/>
|
||||
<filter string="Category" icon="terp-sale" domain="[]" context="{'group_by':'categ_id'}"/>
|
||||
</group>
|
||||
|
||||
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
Reference in New Issue
Block a user