diff --git a/addons/crm/report/crm_lead_report.py b/addons/crm/report/crm_lead_report.py
index 18615bdf344..24f48e7de86 100644
--- a/addons/crm/report/crm_lead_report.py
+++ b/addons/crm/report/crm_lead_report.py
@@ -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,
diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml
index 4c165d5aa81..bf3917863cd 100644
--- a/addons/crm/report/crm_lead_report_view.xml
+++ b/addons/crm/report/crm_lead_report_view.xml
@@ -10,7 +10,10 @@
tree
-
+
+
+
+
@@ -18,14 +21,11 @@
-
-
-
@@ -86,6 +86,7 @@
+
@@ -101,7 +102,7 @@
+ help="Leads/Opportunities which are in open state"/>
-
+
@@ -164,8 +165,13 @@
-
+
+
+
@@ -181,14 +187,14 @@
tree
-
+
+
-