[IMP] lead report views
bzr revid: nel@tinyerp.com-20100605161749-vx0meubea86bqtq7
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nel@tinyerp.com
parent
958cf4bbbe
commit
2743b46cac
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@ -91,7 +91,7 @@ class crm_lead_report(osv.osv):
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'create_date': fields.datetime('Create Date', readonly=True),
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'day': fields.char('Day', size=128, readonly=True),
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'email': fields.integer('# of Emails', size=128, readonly=True),
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'expected_closing_days': fields.integer('# of Expected Closing Days', size=128, readonly=True),
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'expected_closing_days': fields.integer('Avg Expected Closing Days', size=128, readonly=True),
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'delay_open': fields.float('Delay to open',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
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'delay_close': fields.float('Delay to close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
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'categ_id': fields.many2one('crm.case.categ', 'Category',\
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@ -130,17 +130,18 @@ class crm_lead_report(osv.osv):
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c.section_id,
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c.categ_id,
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c.partner_id,
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count(*) as nbr,
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(select 1) as nbr,
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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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(select count(id) from mailgate_message where thread_id=c.id) as email,
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date_trunc('day',c.create_date) as create_date,
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sum(cast(to_char(date_trunc('day',c.date_open) - date_trunc('day',c.date_deadline),'DD') as int)) as expected_closing_days,
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avg(cast(to_char(date_trunc('day',c.date_open) - date_trunc('day',c.date_deadline),'DD') as int)) as expected_closing_days,
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avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close,
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avg(extract('epoch' from (c.date_open-c.create_date)))/(3600*24) as delay_open
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from
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crm_lead c
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where c.type='lead' or c.type is null
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group by
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to_char(c.create_date, 'YYYY'),
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to_char(c.create_date, 'MM'),
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@ -10,19 +10,22 @@
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Leads Analysis">
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<field name="name" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1"/>
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<field name="user_id" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="nbr" string="#Leads" sum="#Leads" attrs="{'string': 'type'=='opportunity' and '#opp' or '#lead'}"/>
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<field name="delay_close" sum='Avg Closing Delay'/>
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<field name="name" invisible="1"/>
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<field name="state" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1"/>
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<field name="user_id" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="nbr" sum="# Leads"/>
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<field name="email" sum="#Mails"/>
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<field name="delay_open" sum='Avg Closing Delay'/>
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<field name="delay_close" sum='Avg Closing Delay'/>
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<field name="expected_closing_days" sum='#Expected Closing'/>
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</tree>
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</field>
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</record>
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@ -79,11 +82,8 @@
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
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<separator orientation="vertical" />
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<filter icon="terp-crm"
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string="Draft"
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domain="[('state','=','draft')]"/>
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<filter icon="terp-crm"
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string="Open"
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domain="[('state','=','open')]"/>
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string="Current"
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domain="[('state','in',('draft','open')]"/>
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<filter icon="terp-crm"
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string="Pending"
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domain="[('state','=','pending')]"/>
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@ -105,19 +105,20 @@
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<group expand="1" string="Group By...">
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<filter string="User" name="User" icon="terp-crm"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Company" icon="terp-crm"
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domain="[]"
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context="{'group_by':'company_id'}" />
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<filter string="Section" icon="terp-crm"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<separator orientation="vertical" />
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<filter string="State" icon="terp-crm"
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domain="[]" context="{'group_by':'state'}" />
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<filter string="Stage" icon="terp-crm" domain="[]"
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context="{'group_by':'stage_id'}" />
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<filter string="Stage" icon="terp-crm" domain="[]"
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context="{'group_by':'stage_id'}" />
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<filter string="Category" icon="terp-crm"
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domain="[]" context="{'group_by':'categ_id'}" />
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<filter string="Partner" icon="terp-personal"
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domain="[]" context="{'group_by':'partner_id'}" />
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<separator orientation="vertical" />
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<filter string="Company" icon="terp-crm"
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domain="[]"
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context="{'group_by':'company_id'}" />
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<separator orientation="vertical" />
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<filter string="Day" icon="terp-crm"
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domain="[]" context="{'group_by':'day'}"/>
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@ -129,6 +130,7 @@
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<newline/>
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<group expand="0" string="Extended options..." groups="base.group_extended">
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<field name="state"/>
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<field name="partner_id"/>
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<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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@ -144,23 +146,24 @@
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<field name="model">crm.lead.report</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Opportunities Analysis">
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<field name="name" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1" groups="base.group_extended"/>
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<field name="user_id" invisible="1"/>
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<field name="company_id" invisible="1" groups="base.group_extended"/>
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<field name="partner_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
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<field name="email" sum="# of Emails"/>
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<field name="expected_closing_days" sum='# of Expected Closing Days'/>
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<field name="delay_open" sum='Delay to open'/>
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<field name="delay_close" sum='Delay to close'/>
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<tree string="Leads Analysis">
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<field name="name" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1" groups="base.group_extended"/>
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<field name="user_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="state" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
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<field name="email" sum="# of Emails"/>
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<field name="company_id" invisible="1" groups="base.group_multi_company"/>
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<field name="expected_closing_days" sum='# of Expected Closing Days'/>
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<field name="delay_open" sum='Delay to open'/>
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<field name="delay_close" sum='Delay to close'/>
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</tree>
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</field>
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</record>
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