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[IMP] crm: improved/cleaned up CRM Lead/Opp Analysis

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bzr revid: odo@openerp.com-20111027121315-xiuin0sbzoyvr8hk
This commit is contained in:
Olivier Dony
2011-10-27 14:13:15 +02:00
parent fca7ced152
commit ecfa2d532e
2 changed files with 50 additions and 25 deletions
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addons/crm/report/crm_lead_report.py
+35 -16
View File
@@ -47,28 +47,41 @@ MONTHS = [
]
class crm_lead_report(osv.osv):
""" CRM Lead Report """
""" CRM Lead Analysis """
_name = "crm.lead.report"
_auto = False
_description = "CRM Lead Report"
_description = "CRM Lead Analysis"
_rec_name = 'deadline_day'
_columns = {
'name': fields.char('Year', size=64, required=False, readonly=True),
# grouping fields based on Deadline Date
'deadline_year': fields.char('Ex. Closing Year', size=10, readonly=True, help="Expected closing year"),
'deadline_month':fields.selection(MONTHS, 'Exp. Closing Month', readonly=True, help="Expected closing month"),
'deadline_day': fields.char('Exp. Closing Day', size=10, readonly=True, help="Expected closing day"),
# grouping fields based on Create Date
'creation_year': fields.char('Creation Year', size=10, readonly=True, help="Creation year"),
'creation_month': fields.selection(MONTHS, 'Creation Month', readonly=True, help="Creation month"),
'creation_day': fields.char('Creation Day', size=10, readonly=True, help="Creation day"),
# other date fields
'create_date': fields.datetime('Create Date', readonly=True),
'opening_date': fields.date('Opening Date', readonly=True),
'date_closed': fields.date('Close Date', readonly=True),
# durations
'delay_open': fields.float('Delay to Open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
'delay_close': fields.float('Delay to Close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"),
'user_id':fields.many2one('res.users', 'User', readonly=True),
'country_id':fields.many2one('res.country', 'Country', readonly=True),
'section_id':fields.many2one('crm.case.section', 'Sales Team', readonly=True),
'channel_id':fields.many2one('crm.case.channel', 'Channel', readonly=True),
'type_id':fields.many2one('crm.case.resource.type', 'Campaign', readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'creation_month':fields.selection(MONTHS, 'Creation Date', readonly=True),
'deadline_month':fields.selection(MONTHS, 'Exp. Closing', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'create_date': fields.datetime('Create Date', readonly=True, select=True),
'day': fields.char('Day', size=128, readonly=True),
'email': fields.integer('# Emails', size=128, readonly=True),
'delay_open': fields.float('Delay to Open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
'delay_close': fields.float('Delay to Close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"),
'probability': fields.float('Probability',digits=(16,2),readonly=True, group_operator="avg"),
'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True),
'probable_revenue': fields.float('Probable Revenue', digits=(16,2),readonly=True),
@@ -76,9 +89,6 @@ class crm_lead_report(osv.osv):
domain="['|',('section_id','=',False),('section_id','=',section_id)]" , readonly=True),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', readonly=True, domain="[('section_ids', '=', section_id)]"),
'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
'opening_date': fields.date('Opening Date', readonly=True, select=True),
'creation_date': fields.date('Creation Date', readonly=True, select=True),
'date_closed': fields.date('Close Date', readonly=True, select=True),
'nbr': fields.integer('# of Cases', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
@@ -87,6 +97,10 @@ class crm_lead_report(osv.osv):
('opportunity','Opportunity'),
],'Type', help="Type is used to separate Leads and Opportunities"),
}
def init(self, cr):
"""
@@ -98,13 +112,18 @@ class crm_lead_report(osv.osv):
CREATE OR REPLACE VIEW crm_lead_report AS (
SELECT
id,
to_char(c.date_deadline, 'YYYY') as name,
to_char(c.date_deadline, 'YYYY') as deadline_year,
to_char(c.date_deadline, 'MM') as deadline_month,
to_char(c.date_deadline, 'YYYY-MM-DD') as day,
to_char(c.date_deadline, 'YYYY-MM-DD') as deadline_day,
to_char(c.create_date, 'YYYY') as creation_year,
to_char(c.create_date, 'MM') as creation_month,
to_char(c.create_date, 'YYYY-MM-DD') as creation_date,
to_char(c.create_date, 'YYYY-MM-DD') as creation_day,
to_char(c.date_open, 'YYYY-MM-DD') as opening_date,
to_char(c.date_closed, 'YYYY-mm-dd') as date_closed,
c.state,
c.user_id,
c.probability,
addons/crm/report/crm_lead_report_view.xml
+15 -9
View File
@@ -10,7 +10,10 @@
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Leads Analysis">
<field name="name" invisible="1"/>
<field name="creation_year" invisible="1"/>
<field name="creation_month" invisible="1"/>
<field name="creation_day" invisible="1"/>
<field name="deadline_month" invisible="1"/>
<field name="state" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
@@ -18,14 +21,11 @@
<field name="channel_id" invisible="1"/>
<field name="type" invisible="1"/>
<field name="priority" invisible="1"/>
<field name="creation_month" invisible="1"/>
<field name="deadline_month" invisible="1"/>
<field name="section_id" invisible="1"/>
<field name="user_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="country_id" invisible="1"/>
<field name="day" invisible="1"/>
<field name="nbr" sum="# Leads"/>
<field name="email" sum="# Mails"/>
<field name="delay_open"/>
@@ -86,6 +86,7 @@
<filter string=" Year " icon="terp-go-year"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
help="Leads/Opportunities created in current year"/>
<separator orientation="vertical" />
<filter string=" Month " icon="terp-go-month" name="this_month"
domain="[('create_date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
help="Leads/Opportunities created in current month"/>
@@ -101,7 +102,7 @@
<filter icon="terp-camera_test"
string="Open"
domain="[('state','=','open')]"
help="Leads/Opportunities which are in open state"/>
help="Leads/Opportunities which are in open state"/>
<filter icon="gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"
@@ -134,7 +135,7 @@
<separator orientation="vertical"/>
<field name="company_id" widget="selection" groups="base.group_multi_company"/>
<newline/>
<field name="creation_date"/>
<field name="create_date"/>
<field name="opening_date"/>
<field name="date_closed"/>
</group>
@@ -164,8 +165,13 @@
<filter string="State" icon="terp-stock_effects-object-colorize"
domain="[]" context="{'group_by':'state'}" />
<separator orientation="vertical" />
<filter string="Creation Date" icon="terp-go-month"
<filter string="Year" icon="terp-go-year"
domain="[]" context="{'group_by':'creation_year'}"/>
<filter string="Month" icon="terp-go-month"
domain="[]" context="{'group_by':'creation_month'}"/>
<filter string="Day" icon="terp-go-today"
domain="[]" context="{'group_by':'creation_day'}"/>
<separator orientation="vertical" />
<filter string="Exp. Closing" icon="terp-go-month"
domain="[]" context="{'group_by':'deadline_month'}"/>
</group>
@@ -181,14 +187,14 @@
<field name="type">tree</field>
<field name="arch" type="xml">
<tree colors="blue:state == 'draft';black:state in ('open','pending','done');gray:state == 'cancel' " string="Opportunities Analysis">
<field name="name" invisible="1"/>
<field name="creation_year" invisible="1"/>
<field name="creation_month" invisible="1"/>
<field name="creation_day" invisible="1"/>
<field name="deadline_month" invisible="1"/>
<field name="section_id" invisible="1" groups="base.group_extended"/>
<field name="user_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="country_id" invisible="1"/>
<field name="day" invisible="1"/>
<field name="state" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="priority" invisible="1"/>