[ADD/MOD] crm_helpdesk : new report added for helpdesk
bzr revid: vir@tinyerp.com-20100315115628-sop2obsidgbnyok9
This commit is contained in:
Vir (Open ERP)
parent
9c6b0c5fa7
commit
cde9aa41db
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@ -41,73 +41,74 @@ appropriate staff, and making sure all future correspondence gets to the right
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place.
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The CRM module has a email gateway for the synchronisation interface
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between mails and Open ERP.""",
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'author': 'Tiny',
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'website': 'http://www.openerp.com',
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'depends': ['base', 'base_action_rule',
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'process',
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'mail_gateway',
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between mails and Open ERP.""",
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'author': 'Tiny',
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'website': 'http://www.openerp.com',
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'depends': ['base', 'base_action_rule',
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'process',
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'mail_gateway',
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'base_calendar',
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],
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'init_xml': ['crm_data.xml',
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'crm_meeting_data.xml',
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'crm_claims_data.xml',
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'crm_fund_data.xml',
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'crm_helpdesk_data.xml',
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'crm_lead_data.xml',
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'crm_meeting_data.xml',
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'crm_opportunity_data.xml',
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'crm_phonecall_data.xml',
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],
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],
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'init_xml': ['crm_data.xml',
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'crm_meeting_data.xml',
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'crm_claims_data.xml',
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'crm_fund_data.xml',
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'crm_helpdesk_data.xml',
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'crm_lead_data.xml',
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'crm_meeting_data.xml',
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'crm_opportunity_data.xml',
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'crm_phonecall_data.xml',
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],
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'update_xml': [
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'crm_wizard.xml',
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'crm_view.xml',
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'crm_action_rule_view.xml',
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'crm_lead_wizard.xml',
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'crm_lead_view.xml',
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'crm_lead_menu.xml',
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'crm_meeting_wizard.xml',
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'crm_meeting_view.xml',
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'crm_meeting_menu.xml',
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'crm_phonecall_wizard.xml',
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'crm_phonecall_view.xml',
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'crm_phonecall_menu.xml',
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'crm_opportunity_wizard.xml',
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'crm_opportunity_view.xml',
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'crm_opportunity_menu.xml',
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'crm_fund_view.xml',
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'crm_fund_menu.xml',
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'crm_claims_view.xml',
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'crm_claims_menu.xml',
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'crm_wizard.xml',
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'crm_view.xml',
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'crm_action_rule_view.xml',
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'crm_lead_wizard.xml',
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'crm_lead_view.xml',
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'crm_lead_menu.xml',
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'crm_meeting_wizard.xml',
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'crm_meeting_view.xml',
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'crm_meeting_menu.xml',
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'crm_phonecall_wizard.xml',
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'crm_phonecall_view.xml',
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'crm_phonecall_menu.xml',
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'crm_opportunity_wizard.xml',
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'crm_opportunity_view.xml',
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'crm_opportunity_menu.xml',
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'crm_fund_view.xml',
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'crm_fund_menu.xml',
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'crm_claims_view.xml',
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'crm_claims_menu.xml',
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'crm_helpdesk_view.xml',
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'crm_helpdesk_menu.xml',
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'security/crm_security.xml',
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'security/ir.model.access.csv',
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'crm_helpdesk_menu.xml',
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'security/crm_security.xml',
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'security/ir.model.access.csv',
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'report/crm_report_view.xml',
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'report/crm_claim_report_view.xml',
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'report/crm_lead_report_view.xml',
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'report/crm_fundraising_report_view.xml',
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'report/crm_opportunity_report_view.xml' ,
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'report/crm_opportunity_report_view.xml' ,
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'report/crm_phonecall_report_view.xml',
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'report/crm_helpdesk_report_view.xml',
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'process/crm_configuration_process.xml',
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],
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'demo_xml': [
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'crm_demo.xml',
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'crm_claims_demo.xml',
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'crm_fund_demo.xml',
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'crm_helpdesk_demo.xml',
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'crm_lead_demo.xml',
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'crm_meeting_demo.xml',
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'crm_opportunity_demo.xml',
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'crm_phonecall_demo.xml'],
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'installable': True,
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'active': False,
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'certificate': '0079056041421',
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'crm_demo.xml',
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'crm_claims_demo.xml',
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'crm_fund_demo.xml',
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'crm_helpdesk_demo.xml',
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'crm_lead_demo.xml',
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'crm_meeting_demo.xml',
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'crm_opportunity_demo.xml',
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'crm_phonecall_demo.xml'],
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'installable': True,
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'active': False,
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'certificate': '0079056041421',
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -26,6 +26,7 @@ import crm_lead_report
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import crm_phonecall_report
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import crm_fundraising_report
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import crm_opportunity_report
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import crm_helpdesk_report
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,63 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from osv import fields,osv
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import tools
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class crm_helpdesk_report(osv.osv):
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_name = "crm.helpdesk.report"
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_description = "Helpdesk report after Sales Services"
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_auto = False
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_inherit = "crm.case.report"
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_columns = {
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'delay_close': fields.char('Delay to close', size=20, readonly=True),
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'partner_id': fields.many2one('res.partner', 'Partner' ,readonly=True),
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'company_id': fields.many2one('res.company','Company',readonly=True),
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'date_deadline': fields.date('Deadline'),
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'priority': fields.selection([('5','Lowest'),('4','Low'),('3','Normal'),('2','High'),('1','Highest')], 'Priority'),
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}
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'crm_helpdesk_report')
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cr.execute("""
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create or replace view crm_helpdesk_report as (
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select
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min(c.id) as id,
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to_char(c.create_date, 'YYYY') as name,
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to_char(c.create_date, 'MM') as month,
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c.state,
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c.user_id,
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c.section_id,
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c.partner_id,
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c.company_id,
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c.priority,
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c.date_deadline,
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count(*) 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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to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
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from
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crm_helpdesk c
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id,c.priority, c.partner_id,c.company_id,c.date_deadline
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)""")
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crm_helpdesk_report()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,149 @@
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!--
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Helpdesk report after Sales Services
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-->
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<record id="view_report_crm_helpdesk_tree" model="ir.ui.view">
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<field name="name">crm.helpdesk.report.tree</field>
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<field name="model">crm.helpdesk.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="Helpdesk">
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<field name="name" />
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<field name="month"/>
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<field name="section_id" />
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<field name="user_id" />
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<field name="company_id"/>
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<field name="partner_id" />
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<field name="date_deadline" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="nbr" string="#Helpdesk" />
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<field name="delay_close"/>
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<field name="state" invisible="1"/>
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</tree>
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</field>
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</record>
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<record id="view_report_crm_helpdesk_form" model="ir.ui.view">
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<field name="name">crm.helpdesk.report.form</field>
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<field name="model">crm.helpdesk.report</field>
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<field name="inherit_id" ref="view_crm_case_form"/>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="nbr" position="after">
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<field name="delay_close"/>
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<field name="amount_revenue"/>
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<field name="amount_revenue_prob"/>
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<field name="probability"/>
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</field>
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</field>
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</record>
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<record id="view_report_crm_helpdesk_graph" model="ir.ui.view">
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<field name="name">crm.helpdesk.report.graph</field>
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<field name="model">crm.helpdesk.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="Helpdesk" type="bar">
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<field name="state"/>
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<field name="nbr" operator="+"/>
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<field group="True" name="user_id"/>
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</graph>
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</field>
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</record>
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<record id="view_report_crm_helpdesk_filter" model="ir.ui.view">
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<field name="name">crm.helpdesk.report.select</field>
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<field name="model">crm.helpdesk.report</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search">
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<group col="16" colspan="9">
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<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" default="1" />
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<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" default="1"/>
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<separator orientation="vertical"/>
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<filter string="Current" icon="terp-hr" domain="[('state','in',('open','draft'))]"/>
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<filter string="Won" icon="terp-hr" domain="[('state','=','done')]"/>
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<filter string="Lost" icon="terp-hr" domain="[('state','=','cancel')]"/>
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<filter string="Deadline" icon="terp-hr" domain="[('date_deadline','=',time.strftime('%%m/%%d/%%Y'))]"/>
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<separator orientation="vertical"/>
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<field name="section_id" default="context.get('section_id', False)" widget="selection"
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context="{'invisible_section': False}">
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<filter icon="terp-crm"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My section"/>
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</field>
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<field name="company_id" widget="selection">
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<filter icon="terp-crm"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id.company_id','=',uid)]"
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help="My company"/>
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</field>
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<field name="user_id" widget="selection"/>
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</group>
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<newline/>
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<group expand="1" string="Extended options..." colspan="4" col="5">
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<filter icon="terp-sale"
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string="Lowest"
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domain="[('priority','=','5')]"/>
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<filter icon="terp-sale"
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string="Low"
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domain="[('priority','=','4')]"/>
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<filter icon="terp-sale"
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string="Normal"
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domain="[('priority','=','3')]"/>
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<filter icon="terp-sale"
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string="High"
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domain="[('priority','=','2')]"/>
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<filter icon="terp-sale"
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string="Highest"
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domain="[('priority','=','1')]"/>
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</group>
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<newline/>
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<group expand="1" string="Group By..." colspan="4" col="9">
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<filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}" default="1" />
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<filter string="Company" icon="terp-sale" domain="[]" context="{'group_by':'company_id'}"/>
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<filter string="Section" icon="terp-sale" domain="[]" context="{'group_by':'section_id'}"/>
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<separator orientation="vertical"/>
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<filter string="State" icon="terp-sale" domain="[]" context="{'group_by':'state'}"/>
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<filter string="Partner" icon="terp-sale" domain="[]" context="{'group_by':'partner_id'}"/>
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<filter string="Priority" icon="terp-sale" domain="[]" context="{'group_by':'priority'}"/>
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<separator orientation="vertical"/>
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<filter string="Month" icon="terp-sale" domain="[]" context="{'group_by':'month'}"/>
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<filter string="Year" icon="terp-sale" domain="[]" context="{'group_by':'name'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_report_crm_helpdesk" model="ir.actions.act_window">
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<field name="name">Helpdesk</field>
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<field name="res_model">crm.helpdesk.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="view_id" ref="view_report_crm_helpdesk_tree"/>
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<field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_tree">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="view_report_crm_helpdesk_tree"/>
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<field name="act_window_id" ref="action_report_crm_helpdesk"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
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<field name="sequence" eval="2"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="view_report_crm_helpdesk_graph"/>
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<field name="act_window_id" ref="action_report_crm_helpdesk"/>
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</record>
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<menuitem name="Helpdesk" action="action_report_crm_helpdesk" id="menu_report_crm_helpdesks_tree" parent="base.next_id_64"/>
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</data>
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</openerp>
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