diff --git a/addons/project/project_view.xml b/addons/project/project_view.xml index ea6beeaeda3..50472b090cc 100644 --- a/addons/project/project_view.xml +++ b/addons/project/project_view.xml @@ -411,7 +411,8 @@ - + + diff --git a/addons/project_long_term/project.py b/addons/project_long_term/project.py index 94e82b593eb..9b41b3a726f 100644 --- a/addons/project_long_term/project.py +++ b/addons/project_long_term/project.py @@ -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') diff --git a/addons/report_crm/__terp__.py b/addons/report_crm/__terp__.py index 6e0870fa24e..7c051839560 100644 --- a/addons/report_crm/__terp__.py +++ b/addons/report_crm/__terp__.py @@ -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'], diff --git a/addons/report_crm/report_crm.py b/addons/report_crm/report_crm.py index 1ff4fad877d..c9e22dc3af8 100644 --- a/addons/report_crm/report_crm.py +++ b/addons/report_crm/report_crm.py @@ -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" diff --git a/addons/report_crm/report_crm_claim_view.xml b/addons/report_crm/report_crm_claim_view.xml index 9fabf3a01df..f51137b15d1 100644 --- a/addons/report_crm/report_crm_claim_view.xml +++ b/addons/report_crm/report_crm_claim_view.xml @@ -1,16 +1,13 @@ - - + report.crm.claim.tree report.crm.claim tree - + @@ -66,7 +63,7 @@ - Claim + Claims report.crm.claim form graph,tree @@ -83,15 +80,14 @@ - + graph - - + diff --git a/addons/report_crm/report_crm_fundraising.py b/addons/report_crm/report_crm_fundraising.py index cde8ed2d081..88c32af31cb 100644 --- a/addons/report_crm/report_crm_fundraising.py +++ b/addons/report_crm/report_crm_fundraising.py @@ -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: \ No newline at end of file +# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: diff --git a/addons/report_crm/report_crm_fundraising_view.xml b/addons/report_crm/report_crm_fundraising_view.xml index 3b421c48334..8e8d54169ee 100644 --- a/addons/report_crm/report_crm_fundraising_view.xml +++ b/addons/report_crm/report_crm_fundraising_view.xml @@ -47,7 +47,7 @@ report.crm.fundraising graph - + @@ -76,14 +76,20 @@ - + tree - - - - + + + + + graph + + + + + diff --git a/addons/report_crm/report_crm_lead.py b/addons/report_crm/report_crm_lead.py index fee413e8ae1..2f170bd1825 100644 --- a/addons/report_crm/report_crm_lead.py +++ b/addons/report_crm/report_crm_lead.py @@ -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: diff --git a/addons/report_crm/report_crm_lead_view.xml b/addons/report_crm/report_crm_lead_view.xml index 6b027929002..50dacf5045c 100644 --- a/addons/report_crm/report_crm_lead_view.xml +++ b/addons/report_crm/report_crm_lead_view.xml @@ -78,13 +78,12 @@ - + graph - diff --git a/addons/report_crm/report_crm_opportunity.py b/addons/report_crm/report_crm_opportunity.py index 09268531447..1adfbf4baed 100644 --- a/addons/report_crm/report_crm_opportunity.py +++ b/addons/report_crm/report_crm_opportunity.py @@ -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: diff --git a/addons/report_crm/report_crm_opportunity_view.xml b/addons/report_crm/report_crm_opportunity_view.xml index 68a5c352f9a..8ddd83a4120 100644 --- a/addons/report_crm/report_crm_opportunity_view.xml +++ b/addons/report_crm/report_crm_opportunity_view.xml @@ -78,7 +78,17 @@ tree +<<<<<<< TREE +======= + + + + graph + + + +>>>>>>> MERGE-SOURCE diff --git a/addons/report_crm/report_crm_phonecall.py b/addons/report_crm/report_crm_phonecall.py index 7dc76ef3386..e693179a258 100644 --- a/addons/report_crm/report_crm_phonecall.py +++ b/addons/report_crm/report_crm_phonecall.py @@ -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: diff --git a/addons/report_crm/report_crm_phonecall_view.xml b/addons/report_crm/report_crm_phonecall_view.xml index d1264f10ff1..9677e08395d 100644 --- a/addons/report_crm/report_crm_phonecall_view.xml +++ b/addons/report_crm/report_crm_phonecall_view.xml @@ -52,7 +52,7 @@ report.crm.phonecall search - + @@ -95,9 +95,16 @@ tree - - - - + + + + + graph + + + + + + diff --git a/addons/report_crm/report_crm_view.xml b/addons/report_crm/report_crm_view.xml index d1a21d3a070..33e855beea7 100644 --- a/addons/report_crm/report_crm_view.xml +++ b/addons/report_crm/report_crm_view.xml @@ -1,17 +1,13 @@ - - - + report.crm.case.tree report.crm.case tree - + @@ -26,7 +22,7 @@ report.crm.case form -
+ @@ -55,7 +51,7 @@ report.crm.case search - + @@ -90,7 +86,7 @@ - Cases by User and Section + Cases report.crm.case form tree,graph @@ -106,62 +102,7 @@ - - - - report.crm.case.section.tree - report.crm.case.section - tree - - - - - - - - - - - - - report.crm.case.section.graph - report.crm.case.section - graph - - - - - - - - - - report.crm.case.section.select - report.crm.case.section - search - - - - - - - - - - - - - - - - - - Cases by Section - report.crm.case.section - form - graph,tree - - + diff --git a/addons/resource/resource_demo.xml b/addons/resource/resource_demo.xml new file mode 100644 index 00000000000..b70728ea9ad --- /dev/null +++ b/addons/resource/resource_demo.xml @@ -0,0 +1,83 @@ + + + + + + + + 38 Hours/Week + + + + Monday morning + 0 + 08 + 12 + + + + Monday evening + 0 + 13 + 18 + + + + Tuesday morning + 1 + 08 + 12 + + + + Tuesday evening + 1 + 13 + 18 + + + + Wednesday morning + 2 + 08 + 12 + + + + Wednesday evening + 2 + 13 + 18 + + + + Thursday morning + 3 + 08 + 12 + + + + Thursday evening + 13 + 18 + 3 + + + + Friday morning + 4 + 08 + 12 + + + + Friday evening + 4 + 13 + 18 + + + + +