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[IMP]:Improved dashboard for crm.Commented nonused report field in cmm reports. 

bzr revid: apa@tinyerp.com-20100318092945-ovhboctc9q7huofu
This commit is contained in:
apa,rch 2010-03-18 14:59:45 +05:30 committed by apa-tiny
parent 21690f0cea
commit e3166d455d
5 changed files with 47 additions and 29 deletions
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12
addons/board_crm_configuration/board_crm_statistical_view.xml
View File

@ -6,40 +6,38 @@
-->
<record model="ir.ui.view" id="view_crm_lead_stage_graph1">
<field name="name">Leads By Stage - Graph</field>
<field name="model">report.crm.lead.section.stage</field>
<field name="model">crm.lead.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Leads By Stage" type="pie">
<field name="stage_id"/>
<field name="nbr" operator="+"/>
<field name="state" group="True"/>
</graph>
</field>
</record>
<record model="ir.ui.view" id="view_crm_opportunity_categ_graph">
<field name="name">report.crm.opportunity.categ.graph</field>
<field name="model">report.crm.opportunity.categ</field>
<field name="model">crm.opportunity.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Opportunity by Sections and Categories" type="bar" orientation="horizontal">
<field name="categ_id"/>
<field name="nbr" operator="+"/>
<field name="state" group="True"/>
</graph>
</field>
</record>
<act_window name="Opportunities By Categories"
domain="[('state','!=','done'),('state','!=','cancel')]"
res_model="report.crm.opportunity.categ"
res_model="crm.opportunity.report"
view_type="form"
view_mode="graph,tree,form"
view_id="view_crm_opportunity_categ_graph"
id="act_oppor_categ"/>
<record model="ir.actions.act_window" id="act_leads_state">
<field name="res_model">report.crm.lead.section.stage</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_lead_stage_graph1"/>
@ -48,7 +46,7 @@
<act_window name="Leads Of The Month By User"
domain="[('month','=',time.strftime('%%m')),('state','!=','cancel')]"
res_model="report.crm.lead.user"
res_model="crm.lead.report"
view_type="form"
view_mode="graph,tree,form"
view_id="view_crm_lead_stage_graph1"

12
addons/board_crm_configuration/board_crm_view.xml
View File

@ -4,10 +4,10 @@
<record model="board.note.type" id="note_crm_type">
<field name="name">CRM Configuration</field>
</record>
<record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
<field name="name">crm.opportunity.user.graph1</field>
<field name="model">report.crm.opportunity.user</field>
<field name="model">crm.opportunity.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Opportunities by User and Section" type="pie">
@ -32,7 +32,7 @@
<field name="view_id" ref="crm.crm_case_tree_view_meet"/>
<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
</record>
<act_window name="My Cases"
domain="[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]"
res_model="crm.case"
@ -41,7 +41,7 @@
id="act_my_cases"/>
<record model="ir.actions.act_window" id="act_my_leads_stage">
<field name="res_model">report.crm.lead.section.stage</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_lead_stage_graph1"/>
@ -49,7 +49,7 @@
</record>
<record model="ir.actions.act_window" id="act_sales_pipeline">
<field name="res_model">report.crm.opportunity.user</field>
<field name="res_model">crm.opportunity.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_opportunity_user_graph1"/>
@ -78,7 +78,7 @@
name="%(act_my_meetings)d"
height="150"
colspan="4"/>
<action
string="My Cases"
name="%(act_my_cases)d"

14
addons/crm/report/crm_lead_report.py
View File

@ -1,6 +1,14 @@
from osv import fields,osv
import tools
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Cancelled'),
('done', 'Closed'),
('pending','Pending')
]
class crm_lead_report(osv.osv):
_name = "crm.lead.report"
_auto = False
@ -10,7 +18,9 @@ class crm_lead_report(osv.osv):
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]" ,readonly=True),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner' ,readonly=True),
'company_id': fields.many2one('res.company','Company',readonly=True),
'company_id': fields.many2one('res.company','Company',readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'user_id': fields.many2one('res.user', 'Company',readonly=True),
}
def init(self, cr):
tools.drop_view_if_exists(cr, 'crm_lead_report')
@ -20,7 +30,7 @@ class crm_lead_report(osv.osv):
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.state,
c.state as state,
c.user_id,
c.stage_id,
c.company_id,

12
addons/crm/report/crm_opportunity_report.py
View File

@ -1,6 +1,14 @@
from osv import fields,osv
import tools
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Cancelled'),
('done', 'Closed'),
('pending','Pending')
]
class crm_opportunity_report(osv.osv):
_name = "crm.opportunity.report"
_auto = False
@ -15,6 +23,8 @@ class crm_opportunity_report(osv.osv):
'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.opportunity')]", readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner',readonly=True),
'company_id': fields.many2one('res.company', 'Company',readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'user_id': fields.many2one('res.user', 'Company',readonly=True),
}
def init(self, cr):
tools.drop_view_if_exists(cr, 'crm_opportunity_report')
@ -24,7 +34,7 @@ class crm_opportunity_report(osv.osv):
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.state,
c.state as state,
c.user_id,
c.section_id,
c.categ_id,

26
addons/crm/report/crm_report.py
View File

@ -39,14 +39,14 @@ class crm_case_report(osv.osv):
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) ) * 100
res[case.id] = perc_state
else:
model_name = self._name.split('report.')
@ -57,24 +57,24 @@ class crm_case_report(osv.osv):
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
res[case.id] = avg_ans
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),
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
'nbr': fields.integer('# of Cases', readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', 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"),
# '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),
'company_id': fields.many2one('res.company','Company',readonly=True),
'company_id': fields.many2one('res.company','Company',readonly=True),
}
_order = 'name desc, user_id'
def init(self, cr):
@ -100,7 +100,7 @@ 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"
_auto = False
_columns = {
_columns = {
'date_deadline': fields.datetime('Deadline', readonly=True),
'name': fields.char('Description', size=64, readonly=True),
'user_id': fields.many2one('res.users', 'Responsible', readonly=True),
@ -108,13 +108,13 @@ class report_crm_case_service_dashboard(osv.osv):
'create_date' : fields.datetime('Create Date', readonly=True)
}
_order = 'create_date'
def init(self, cr):
cr.execute("""create or replace view report_crm_case_service_dashboard as (
select
cse.id as id, cse.date_deadline as date_deadline,
cse.name as name, cse.user_id as user_id,
cse.state as state,
cse.state as state,
cse.create_date as create_date
from
crm_case cse