@@ -411,7 +411,8 @@
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" select="1"/>
|
||||
<field name="project_id" select="1" widget="selection" default="context.get('project_id', False)">
|
||||
<filter domain="[('manager_id','=',False)]" help="Unassigned Project" icon="terp-project"/>
|
||||
<filter domain="[('project_id.user_id','=',uid)]" help="My Projects" icon="terp-project"/>
|
||||
<filter domain="[('project_id','=',False)]" help="Tasks not assigned to a project" icon="terp-project"/>
|
||||
</field>
|
||||
<field name="user_id" select="1" widget="selection">
|
||||
<filter domain="[('user_id','=',uid)]" help="My Tasks" icon="gtk-execute" default="1"/>
|
||||
|
||||
@@ -259,8 +259,8 @@ class project(osv.osv):
|
||||
_inherit = "project.project"
|
||||
|
||||
_columns = {
|
||||
'phase_ids': fields.one2many('project.phase', 'project_id', "Project Phases")
|
||||
|
||||
'phase_ids': fields.one2many('project.phase', 'project_id', "Project Phases"),
|
||||
'resource_calendar_id': fields.many2one('resource.calendar', 'Working Time', help="Timetable working hours to adjust the gantt diagram report"),
|
||||
}
|
||||
|
||||
project()
|
||||
@@ -290,7 +290,7 @@ class task(osv.osv):
|
||||
hrs = planned / (float(occupation_rate) * resource_obj.time_efficiency)
|
||||
calendar_id = resource_obj.calendar_id.id
|
||||
else:
|
||||
hrs = float(planned / occupation_rate)
|
||||
hrs = float(planned / float(occupation_rate))
|
||||
calendar_id = project_pool.browse(cr, uid, project).resource_calendar_id .id
|
||||
work_times = resource_calendar.interval_get(cr, uid, calendar_id or False, dt_start, hrs or 0.0, resource_id or False)
|
||||
result['date_end'] = work_times[-1][1].strftime('%Y-%m-%d %H:%M:%S')
|
||||
|
||||
@@ -24,8 +24,8 @@
|
||||
'name': 'CRM Management - Reporting',
|
||||
'version': '1.0',
|
||||
'category': 'Generic Modules/CRM & SRM',
|
||||
'description': """A module that adds new reports based on CRM cases.
|
||||
Case By section, Case By category""",
|
||||
'description': """A module that adds new reports based on Leads, Opportunities, Phonecalls, Claims, FunRising.
|
||||
""",
|
||||
'author': 'Tiny',
|
||||
'website': 'http://www.openerp.com',
|
||||
'depends': ['crm'],
|
||||
|
||||
@@ -34,12 +34,44 @@ class report_crm_case(osv.osv):
|
||||
_name = "report.crm.case"
|
||||
_description = "Cases and section"
|
||||
_auto = False
|
||||
|
||||
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:
|
||||
model_name = self._name.split('report.')
|
||||
if len(model_name) < 2:
|
||||
res[case.id] = 0.0
|
||||
else:
|
||||
model_name = model_name[1]
|
||||
|
||||
cr.execute("select count(*) from crm_case_log l, ir_model m where l.model_id=m.id and m.model = '%s'" , model_name)
|
||||
logs = cr.fetchone()[0]
|
||||
|
||||
avg_ans = logs / case.nbr_cases
|
||||
res[case.id] = avg_ans
|
||||
|
||||
return res
|
||||
|
||||
_columns = {
|
||||
'name': fields.char('Year',size=64,required=False, readonly=True),
|
||||
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'nbr': fields.integer('# of Cases', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
|
||||
'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"),
|
||||
'month':fields.selection([('01','January'), ('02','February'), ('03','March'), ('04','April'), ('05','May'), ('06','June'),
|
||||
('07','July'), ('08','August'), ('09','September'), ('10','October'), ('11','November'), ('12','December')],'Month',readonly=True),
|
||||
}
|
||||
@@ -62,39 +94,6 @@ class report_crm_case(osv.osv):
|
||||
)""")
|
||||
report_crm_case()
|
||||
|
||||
|
||||
class report_crm_case_section(osv.osv):
|
||||
_name = "report.crm.case.section"
|
||||
_description = "Cases by Section"
|
||||
_auto = False
|
||||
|
||||
_columns = {
|
||||
'name': fields.char('Year',size=64,required=False, readonly=True),
|
||||
# 'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'nbr_cases': fields.integer('# of Cases', readonly=True),
|
||||
'month':fields.selection([('01','January'), ('02','February'), ('03','March'), ('04','April'), ('05','May'), ('06','June'),
|
||||
('07','July'), ('08','August'), ('09','September'), ('10','October'), ('11','November'), ('12','December')],'Month',readonly=True),
|
||||
}
|
||||
_order = 'name desc'
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_case_section')
|
||||
cr.execute("""
|
||||
create or replace view report_crm_case_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
|
||||
from
|
||||
crm_case c
|
||||
group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'), c.section_id
|
||||
)""")
|
||||
report_crm_case_section()
|
||||
|
||||
|
||||
|
||||
class report_crm_case_service_dashboard(osv.osv):
|
||||
_name = "report.crm.case.service.dashboard"
|
||||
_description = "Report of Closed and Open CRM Cases within past 15 days"
|
||||
|
||||
@@ -1,16 +1,13 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data>
|
||||
<!--
|
||||
Claim by user and section
|
||||
-->
|
||||
<data>
|
||||
|
||||
<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">
|
||||
<tree string="Claim">
|
||||
<tree string="Claims">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="nbr" string="#Claim"/>
|
||||
@@ -66,7 +63,7 @@
|
||||
|
||||
|
||||
<record id="action_report_crm_claim" model="ir.actions.act_window">
|
||||
<field name="name">Claim</field>
|
||||
<field name="name">Claims</field>
|
||||
<field name="res_model">report.crm.claim</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
@@ -83,15 +80,14 @@
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_claim_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_claim"/>
|
||||
</record>
|
||||
|
||||
|
||||
|
||||
<menuitem name="Claim" action="action_report_crm_claim" id="menu_crm_claim_user_tree" parent="crm.next_id_52"/>
|
||||
<menuitem name="Claim" id="menu_crm_claim_tree" action="action_report_crm_claim" parent="crm.next_id_52"/>
|
||||
|
||||
|
||||
</data>
|
||||
|
||||
@@ -3,7 +3,6 @@ import tools
|
||||
|
||||
class report_crm_fundraising(osv.osv):
|
||||
_name = "report.crm.fundraising"
|
||||
_description = "Fundraising by user and section"
|
||||
_auto = False
|
||||
_inherit = "report.crm.case"
|
||||
_columns = {
|
||||
@@ -29,6 +28,9 @@ class report_crm_fundraising(osv.osv):
|
||||
c.categ_id,
|
||||
c.stage_id,
|
||||
count(*) as nbr,
|
||||
0 as avg_answers,
|
||||
0.0 as perc_done,
|
||||
0.0 as perc_cancel,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
sum(planned_cost) as amount_costs,
|
||||
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
||||
@@ -39,62 +41,4 @@ class report_crm_fundraising(osv.osv):
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id,c.categ_id,c.stage_id
|
||||
)""")
|
||||
report_crm_fundraising()
|
||||
|
||||
|
||||
class report_crm_fundraising_section(osv.osv):
|
||||
_name = "report.crm.fundraising.section"
|
||||
_description = "Fundraising 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_fundraising 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_fundraising_section')
|
||||
cr.execute("""
|
||||
create or replace view report_crm_fundraising_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_fundraising c
|
||||
group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
|
||||
)""")
|
||||
report_crm_fundraising_section()
|
||||
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
@@ -47,7 +47,7 @@
|
||||
<field name="model">report.crm.fundraising</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="Fundraising by User and Section" type="bar">
|
||||
<graph orientation="horizontal" string="Fundraising" type="bar">
|
||||
<field name="state"/>
|
||||
<field name="nbr" operator="+"/>
|
||||
<field group="True" name="user_id"/>
|
||||
@@ -76,14 +76,20 @@
|
||||
</record>
|
||||
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_tree">
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_fundrising_tree">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_fundraising_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_fundraising"/>
|
||||
</record>
|
||||
|
||||
<menuitem name="Fundraising" action="action_report_crm_fundraising" id="menu_crm_fundraising_user_tree" parent="crm.next_id_52"/>
|
||||
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_fundrising_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_fundraising_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_fundraising"/>
|
||||
</record>
|
||||
<menuitem name="Fundraising" action="action_report_crm_fundraising" id="menu_crm_fundraising_tree" parent="crm.next_id_52"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
@@ -24,69 +24,13 @@ class report_crm_lead(osv.osv):
|
||||
c.section_id,
|
||||
c.categ_id,
|
||||
count(*) as nbr,
|
||||
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.state, c.user_id,c.section_id,c.stage_id,categ_id
|
||||
)""")
|
||||
report_crm_lead()
|
||||
|
||||
#
|
||||
#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()
|
||||
#
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:=======
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
@@ -78,13 +78,12 @@
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_lead_graph">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_lead_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_lead"/>
|
||||
</record>
|
||||
|
||||
|
||||
<menuitem name="Leads" id="menu_crm_leads_tree" parent="crm.next_id_52" action="action_report_crm_lead"/>
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
@@ -4,14 +4,15 @@ import tools
|
||||
class report_crm_opportunity(osv.osv):
|
||||
_name = "report.crm.opportunity"
|
||||
_auto = False
|
||||
_inherit = "report.crm.case"
|
||||
_inherit = "report.crm.case"
|
||||
|
||||
_columns = {
|
||||
'probability': fields.float('Avg. Probability', readonly=True),
|
||||
'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),
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]"),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', 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),
|
||||
}
|
||||
def init(self, cr):
|
||||
tools.drop_view_if_exists(cr, 'report_crm_opportunity')
|
||||
@@ -27,6 +28,9 @@ class report_crm_opportunity(osv.osv):
|
||||
c.categ_id,
|
||||
c.stage_id,
|
||||
count(*) as nbr,
|
||||
0 as avg_answers,
|
||||
0.0 as perc_done,
|
||||
0.0 as perc_cancel,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
|
||||
avg(probability)::decimal(16,2) as probability,
|
||||
@@ -36,62 +40,4 @@ class report_crm_opportunity(osv.osv):
|
||||
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()
|
||||
|
||||
|
||||
#
|
||||
#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()
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
@@ -78,7 +78,17 @@
|
||||
<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>
|
||||
=======
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_opportunity_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_opportunity"/>
|
||||
</record>
|
||||
>>>>>>> MERGE-SOURCE
|
||||
<menuitem name="Opportinities" action="action_report_crm_opportunity" id="menu_crm_opportunity_tree" parent="crm.next_id_52"/>
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
@@ -22,68 +22,14 @@ class report_crm_phonecall(osv.osv):
|
||||
c.user_id,
|
||||
c.section_id,
|
||||
c.categ_id,
|
||||
count(*) as nbr,
|
||||
count(*) as nbr,
|
||||
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_phonecall c
|
||||
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id, c.categ_id
|
||||
)""")
|
||||
report_crm_phonecall()
|
||||
|
||||
|
||||
class report_crm_phonecall_section(osv.osv):
|
||||
_name = "report.crm.phonecall.section"
|
||||
_description = "Phone calls 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_phonecall 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_phonecall_section')
|
||||
cr.execute("""
|
||||
create or replace view report_crm_phonecall_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_phonecall c
|
||||
group by to_char(c.create_date, 'YYYY'),to_char(c.create_date, 'MM'),c.section_id
|
||||
)""")
|
||||
report_crm_phonecall_section()
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
@@ -52,7 +52,7 @@
|
||||
<field name="model">report.crm.phonecall</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Cases by User">
|
||||
<search string="Search">
|
||||
<group col="16" colspan="8">
|
||||
<filter string="My Cases" icon="terp-hr" domain="[('user_id','=',uid)]" help="My cases by section"/>
|
||||
<separator orientation="vertical"/>
|
||||
@@ -95,9 +95,16 @@
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="view_crm_phonecall_tree"/>
|
||||
<field name="act_window_id" ref="action_report_crm_phonecall"/>
|
||||
</record>
|
||||
|
||||
<menuitem name="Phone Calls" action="action_report_crm_phonecall" id="menu_crm_phonecall_tree" parent="crm.next_id_52"/>
|
||||
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_graph">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="view_crm_phonecall_graph"/>
|
||||
<field name="act_window_id" ref="action_report_crm_phonecall"/>
|
||||
</record>
|
||||
|
||||
<menuitem name="Phone Calls" action="action_report_crm_phonecall" id="menu_crm_phonecalls_tree" parent="crm.next_id_52"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
@@ -1,17 +1,13 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
<!--
|
||||
Cases by user and section
|
||||
-->
|
||||
<data>
|
||||
|
||||
<record id="view_crm_case_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.case.tree</field>
|
||||
<field name="model">report.crm.case</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Cases and Section">
|
||||
<tree string="Cases">
|
||||
<field name="name" />
|
||||
<field name="month"/>
|
||||
<field name="user_id"/>
|
||||
@@ -26,7 +22,7 @@
|
||||
<field name="model">report.crm.case</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Cases by User and Section">
|
||||
<form string="Cases">
|
||||
<field name="name" select="1"/>
|
||||
<field name="month" select="1"/>
|
||||
<field name="user_id" select="1"/>
|
||||
@@ -55,7 +51,7 @@
|
||||
<field name="model">report.crm.case</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Cases by User">
|
||||
<search string="Search">
|
||||
<group col="16" colspan="8">
|
||||
<filter string="My Cases" icon="terp-hr" domain="[('user_id','=',uid)]" help="My cases by section"/>
|
||||
<separator orientation="vertical"/>
|
||||
@@ -90,7 +86,7 @@
|
||||
|
||||
|
||||
<record id="action_report_crm_case_tree" model="ir.actions.act_window">
|
||||
<field name="name">Cases by User and Section</field>
|
||||
<field name="name">Cases</field>
|
||||
<field name="res_model">report.crm.case</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree,graph</field>
|
||||
@@ -106,62 +102,7 @@
|
||||
|
||||
<act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_categ" name="Monthly cases by section" res_model="report.crm.case" src_model="crm.case.section"/>
|
||||
|
||||
<!-- Cases by Section -->
|
||||
|
||||
<record id="view_report_crm_case_section_tree" model="ir.ui.view">
|
||||
<field name="name">report.crm.case.section.tree</field>
|
||||
<field name="model">report.crm.case.section</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Cases by Section">
|
||||
<field name="name" select="1"/>
|
||||
<field name="section_id" select="1"/>
|
||||
<field name="month" select="1"/>
|
||||
<field name="nbr_cases" select="1"/>
|
||||
<field name="avg_answers"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_report_crm_case_section_graph" model="ir.ui.view">
|
||||
<field name="name">report.crm.case.section.graph</field>
|
||||
<field name="model">report.crm.case.section</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph orientation="horizontal" string="Cases by Section" type="bar">
|
||||
<field name="name"/>
|
||||
<field name="nbr_cases" operator="+"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_report_crm_case_section_filter" model="ir.ui.view">
|
||||
<field name="name">report.crm.case.section.select</field>
|
||||
<field name="model">report.crm.case.section</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Cases by Section">
|
||||
<group col="8" colspan="4">
|
||||
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
|
||||
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" select="1"/>
|
||||
<field name="section_id" select="1"/>
|
||||
<field name="month" select="1"/>
|
||||
<field name="nbr_cases" select="1"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
<record id="action_report_crm_case_section_tree" model="ir.actions.act_window">
|
||||
<field name="name">Cases by Section</field>
|
||||
<field name="res_model">report.crm.case.section</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="search_view_id" ref="view_report_crm_case_section_filter"/>
|
||||
</record>
|
||||
|
||||
|
||||
|
||||
<!-- Closed & Open CRM Case view for Random Activities dashboard -->
|
||||
|
||||
@@ -0,0 +1,83 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
<!-- Example employee -->
|
||||
|
||||
<record id="timesheet_group1" model="resource.calendar">
|
||||
<field name="name">38 Hours/Week</field>
|
||||
</record>
|
||||
|
||||
<record model="resource.calendar.week">
|
||||
<field name="name">Monday morning</field>
|
||||
<field name="dayofweek">0</field>
|
||||
<field name="hour_from">08</field>
|
||||
<field name="hour_to">12</field>
|
||||
<field name="calendar_id" ref="timesheet_group1"/>
|
||||
</record>
|
||||
<record model="resource.calendar.week">
|
||||
<field name="name">Monday evening</field>
|
||||
<field name="dayofweek">0</field>
|
||||
<field name="hour_from">13</field>
|
||||
<field name="hour_to">18</field>
|
||||
<field name="calendar_id" ref="timesheet_group1"/>
|
||||
</record>
|
||||
<record model="resource.calendar.week">
|
||||
<field name="name">Tuesday morning</field>
|
||||
<field name="dayofweek">1</field>
|
||||
<field name="hour_from">08</field>
|
||||
<field name="hour_to">12</field>
|
||||
<field name="calendar_id" ref="timesheet_group1"/>
|
||||
</record>
|
||||
<record model="resource.calendar.week">
|
||||
<field name="name">Tuesday evening</field>
|
||||
<field name="dayofweek">1</field>
|
||||
<field name="hour_from">13</field>
|
||||
<field name="hour_to">18</field>
|
||||
<field name="calendar_id" ref="timesheet_group1"/>
|
||||
</record>
|
||||
<record model="resource.calendar.week">
|
||||
<field name="name">Wednesday morning</field>
|
||||
<field name="dayofweek">2</field>
|
||||
<field name="hour_from">08</field>
|
||||
<field name="hour_to">12</field>
|
||||
<field name="calendar_id" ref="timesheet_group1"/>
|
||||
</record>
|
||||
<record model="resource.calendar.week">
|
||||
<field name="name">Wednesday evening</field>
|
||||
<field name="dayofweek">2</field>
|
||||
<field name="hour_from">13</field>
|
||||
<field name="hour_to">18</field>
|
||||
<field name="calendar_id" ref="timesheet_group1"/>
|
||||
</record>
|
||||
<record model="resource.calendar.week">
|
||||
<field name="name">Thursday morning</field>
|
||||
<field name="dayofweek">3</field>
|
||||
<field name="hour_from">08</field>
|
||||
<field name="hour_to">12</field>
|
||||
<field name="calendar_id" ref="timesheet_group1"/>
|
||||
</record>
|
||||
<record model="resource.calendar.week">
|
||||
<field name="name">Thursday evening</field>
|
||||
<field name="hour_from">13</field>
|
||||
<field name="hour_to">18</field>
|
||||
<field name="dayofweek">3</field>
|
||||
<field name="calendar_id" ref="timesheet_group1"/>
|
||||
</record>
|
||||
<record model="resource.calendar.week">
|
||||
<field name="name">Friday morning</field>
|
||||
<field name="dayofweek">4</field>
|
||||
<field name="hour_from">08</field>
|
||||
<field name="hour_to">12</field>
|
||||
<field name="calendar_id" ref="timesheet_group1"/>
|
||||
</record>
|
||||
<record model="resource.calendar.week">
|
||||
<field name="name">Friday evening</field>
|
||||
<field name="dayofweek">4</field>
|
||||
<field name="hour_from">13</field>
|
||||
<field name="hour_to">18</field>
|
||||
<field name="calendar_id" ref="timesheet_group1"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
Reference in New Issue
Block a user