odoo
/
odoo
2
0
Fork 0
Code Pull Requests Releases Activity

[MERGE] 

bzr revid: hmo@tinyerp.com-20100303085424-wunax0ibvnw3ni4v
This commit is contained in:
Harry (Open ERP) 2010-03-03 14:24:24 +05:30
parent 55a89995e1 8462534092
commit ed26846f77
13 changed files with 271 additions and 1435 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

4
addons/report_crm/__terp__.py
View File

@ -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'],

236
addons/report_crm/report_crm.py
View File

@ -30,24 +30,56 @@ AVAILABLE_STATES = [
('pending','Pending')
]
class report_crm_case_user(osv.osv):
_name = "report.crm.case.user"
_description = "Cases by user and section"
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),
}
_order = 'name desc, user_id'
def init(self, cr):
tools.drop_view_if_exists(cr, 'report_crm_case_user')
tools.drop_view_if_exists(cr, 'report_crm_case')
cr.execute("""
create or replace view report_crm_case_user as (
create or replace view report_crm_case as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
@ -60,68 +92,7 @@ class report_crm_case_user(osv.osv):
crm_case c
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state, c.user_id,c.section_id
)""")
report_crm_case_user()
class report_crm_case_categ(osv.osv):
_name = "report.crm.case.categ"
_description = "Cases by section and category"
_auto = False
_columns = {
'name': fields.char('Year',size=64,required=False, 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),
'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_categ')
cr.execute("""
create or replace view report_crm_case_categ as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.state,
c.section_id,
count(*) as nbr
from
crm_case c
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
)""")
report_crm_case_categ()
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()
report_crm_case()
class report_crm_case_service_dashboard(osv.osv):
_name = "report.crm.case.service.dashboard"
@ -157,137 +128,6 @@ class report_crm_case_service_dashboard(osv.osv):
)""")
report_crm_case_service_dashboard()
class report_crm_case_section_stage(osv.osv):
_name = "report.crm.case.section.stage"
_description = "Cases by section and stage"
_auto = False
_columns = {
'name': fields.char('Year',size=64,required=False, 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),
'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, 'State', size=16, readonly=True),
}
_order = 'section_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_stage")
cr.execute("""
create view report_crm_case_section_stage as (
select
min(c.id) as id,
to_char(c.create_date,'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.user_id,
c.state,
c.section_id,
count(*) as nbr
from
crm_case c
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.user_id, c.state, c.section_id)""")
report_crm_case_section_stage()
class report_crm_case_section_type(osv.osv):
_name = "report.crm.case.section.type"
_description = "Cases by Section and Type"
_auto = False
_columns = {
'name': fields.char('Year',size=64,required=False, 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),
'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, 'State', size=16, readonly=True),
}
_order = 'section_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_type")
cr.execute("""
create view report_crm_case_section_type as (
select
min(c.id) as id,
to_char(c.create_date,'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.user_id,
c.state,
c.section_id,
count(*) as nbr
from
crm_case c
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.user_id, c.section_id, c.state)""")
report_crm_case_section_type()
class report_crm_case_section_categ_stage(osv.osv):
_name = "report.crm.case.section.categ.stage"
_description = "Cases by Section, Category and Stage"
_auto = False
_columns = {
'name': fields.char('Year',size=64,required=False, 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),
'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, 'State', size=16, readonly=True),
}
_order = 'section_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ_stage")
cr.execute("""
create view report_crm_case_section_categ_stage as (
select
min(c.id) as id,
to_char(c.create_date,'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.user_id,
c.state,
c.section_id,
count(*) as nbr
from
crm_case c
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.state, c.section_id)""")
report_crm_case_section_categ_stage()
class report_crm_case_section_categ_type(osv.osv):
_name = "report.crm.case.section.categ.type"
_description = "Cases by Section, Category and Type"
_auto = False
_columns = {
'name': fields.char('Year',size=64,required=False, 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),
'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, 'State', size=16, readonly=True),
}
_order = 'section_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ_type")
cr.execute("""
create view report_crm_case_section_categ_type as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.user_id,
c.state,
c.section_id,
count(*) as nbr
from
crm_case c
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.state, c.section_id)""")
report_crm_case_section_categ_type()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

2
addons/report_crm/report_crm_claim.py
View File

@ -4,7 +4,7 @@ import tools
class report_crm_claim(osv.osv):
_name = "report.crm.claim"
_auto = False
_inherit = "report.crm.case.user"
_inherit = "report.crm.case"
_columns = {
'probability': fields.float('Avg. Probability', readonly=True),
'amount_revenue': fields.float('Est.Revenue', readonly=True),

33
addons/report_crm/report_crm_claim_view.xml
View File

@ -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="Leads">
<tree string="Claims">
<field name="name" />
<field name="month"/>
<field name="nbr" string="#Claim"/>
@ -26,7 +23,7 @@
<record id="view_crm_claim_form" model="ir.ui.view">
<field name="name">report.crm.claim.form</field>
<field name="model">report.crm.claim</field>
<field name="inherit_id" ref="view_crm_case_user_form"/>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
@ -55,7 +52,7 @@
<record id="view_crm_claim_filter" model="ir.ui.view">
<field name="name">report.crm.claim.select</field>
<field name="model">report.crm.claim</field>
<field name="inherit_id" ref="view_crm_case_user_filter"/>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="state" position="before">
@ -63,24 +60,34 @@
</field>
</record>
<record id="action_report_crm_claim_tree" model="ir.actions.act_window">
<field name="name">Claim</field>
<record id="action_report_crm_claim" model="ir.actions.act_window">
<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>
<field name="view_id" ref="view_crm_claim_graph"/>
<!-- field name="search_view_id" ref="view_crm_claim_filter"/ -->
<field name="search_view_id" ref="view_crm_claim_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree1">
<record model="ir.actions.act_window.view" id="action_report_crm_claim_tree">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_report_crm_claim_tree"/>
<field name="act_window_id" ref="action_report_crm_claim_tree"/>
<field name="act_window_id" ref="action_report_crm_claim"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
<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" id="menu_crm_claim_tree" action="action_report_crm_claim_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>
</openerp>

223
addons/report_crm/report_crm_fundraising.py
View File

@ -1,12 +1,13 @@
from osv import fields,osv
import tools
class report_crm_fundraising_user(osv.osv):
_name = "report.crm.fundraising.user"
_description = "Fundraising by user and section"
class report_crm_fundraising(osv.osv):
_name = "report.crm.fundraising"
_auto = False
_inherit = "report.crm.case.user"
_inherit = "report.crm.case"
_columns = {
'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),
'probability': fields.float('Avg. Probability', readonly=True),
'amount_revenue': fields.float('Est.Revenue', readonly=True),
'amount_costs': fields.float('Est.Cost', readonly=True),
@ -14,9 +15,9 @@ class report_crm_fundraising_user(osv.osv):
'delay_close': fields.char('Delay to close', size=20, readonly=True),
}
def init(self, cr):
tools.drop_view_if_exists(cr, 'report_crm_fundraising_user')
tools.drop_view_if_exists(cr, 'report_crm_fundraising')
cr.execute("""
create or replace view report_crm_fundraising_user as (
create or replace view report_crm_fundraising as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
@ -24,214 +25,20 @@ class report_crm_fundraising_user(osv.osv):
c.state,
c.user_id,
c.section_id,
count(*) as nbr,
sum(planned_revenue) as amount_revenue,
sum(planned_cost) as amount_costs,
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
avg(probability)::decimal(16,2) as probability,
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.state, c.user_id,c.section_id
)""")
report_crm_fundraising_user()
class report_crm_fundraising_categ(osv.osv):
_name = "report.crm.fundraising.categ"
_description = "Fundraising by section and category"
_auto = False
_inherit = "report.crm.case.categ"
_columns = {
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]"),
'amount_revenue': fields.float('Est.Revenue', readonly=True),
'amount_costs': fields.float('Est.Cost', readonly=True),
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
'probability': fields.float('Avg. Probability', readonly=True),
'delay_close': fields.char('Delay Close', size=20, readonly=True),
}
def init(self, cr):
tools.drop_view_if_exists(cr, 'report_crm_fundraising_categ')
cr.execute("""
create or replace view report_crm_fundraising_categ as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.categ_id,
c.state,
c.section_id,
c.stage_id,
count(*) as nbr,
sum(planned_revenue) as amount_revenue,
sum(planned_cost) as amount_costs,
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
avg(probability)::decimal(16,2) as probability,
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
from
crm_fundraising c
group by c.categ_id,to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
)""")
report_crm_fundraising_categ()
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()
class report_crm_fundraising_section_type(osv.osv):
_name = "report.crm.fundraising.section.type"
_inherit = "report.crm.case.section.type"
_description = "Fundraising by section and type"
_auto = False
_columns = {
'type_id': fields.many2one('crm.case.resource.type', 'Fundraising Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
'amount_revenue': fields.float('Est.Revenue', readonly=True),
'delay_close': fields.char('Delay Close', size=20, readonly=True),
}
_order = 'type_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_fundraising_section_type")
cr.execute("""
create view report_crm_fundraising_section_type as (
select
min(c.id) as id,
to_char(c.create_date,'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.user_id,
c.state,
c.type_id,
c.stage_id,
c.section_id,
count(*) as nbr,
sum(planned_revenue) as amount_revenue,
sum(planned_cost) as amount_costs,
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
avg(probability)::decimal(16,2) as probability,
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
from
crm_fundraising c
where c.type_id is not null
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.user_id, c.state, c.stage_id, c.type_id, c.section_id)""")
report_crm_fundraising_section_type()
class report_crm_fundraising_section_categ_stage(osv.osv):
_name = "report.crm.fundraising.section.categ.stage"
_inherit = "report.crm.case.section.categ.stage"
_description = "Fundraising by Section, Category and Stage"
_auto = False
_columns = {
'categ_id': fields.many2one('crm.case.categ','Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
'delay_close': fields.char('Delay Close', size=20, readonly=True),
}
_order = 'stage_id, categ_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_fundraising_section_categ_stage")
cr.execute("""
create view report_crm_fundraising_section_categ_stage as (
select
min(c.id) as id,
to_char(c.create_date,'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.user_id,
c.categ_id,
c.state,
c.stage_id,
c.section_id,
count(*) as nbr,
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
from
crm_fundraising c
where c.categ_id is not null AND c.stage_id is not null
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.state, c.stage_id, c.section_id)""")
report_crm_fundraising_section_categ_stage()
class report_crm_fundraising_section_categ_type(osv.osv):
_name = "report.crm.fundraising.section.categ.type"
_inherit = "report.crm.case.section.categ.type"
_description = "Fundraising by Section, Category and Type"
_auto = False
_columns = {
'categ_id':fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
'type_id': fields.many2one('crm.case.resource.type', 'Fundraising Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
'stage_id':fields.many2one('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.fundraising')]", readonly=True),
'delay_close': fields.char('Delay Close', size=20, readonly=True),
}
_order = 'categ_id, type_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_fundraising_section_categ_type")
cr.execute("""
create view report_crm_fundraising_section_categ_type as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.user_id,
c.categ_id,
c.type_id,
c.state,
c.stage_id,
c.section_id,
count(*) as nbr,
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
from
crm_fundraising c
where c.categ_id is not null AND c.type_id is not null
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),c.user_id, c.categ_id, c.type_id, c.state, c.stage_id, c.section_id)""")
report_crm_fundraising_section_categ_type()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

425
addons/report_crm/report_crm_fundraising_view.xml
View File

@ -5,25 +5,31 @@
Fundraising by user and section
-->
<record id="view_crm_fundraising_user_tree" model="ir.ui.view">
<field name="name">report.crm.fundraising.user.tree</field>
<field name="model">report.crm.fundraising.user</field>
<field name="inherit_id" ref="view_crm_case_user_tree"/>
<record id="view_crm_fundraising_tree" model="ir.ui.view">
<field name="name">report.crm.fundraising.tree</field>
<field name="model">report.crm.fundraising</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<tree string="Fundraising">
<field name="name" />
<field name="month"/>
<field name="nbr" string="#Fundraising"/>
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_costs"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
</field>
<field name="state"/>
<field name="user_id" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
</tree>
</field>
</record>
<record id="view_crm_fundraising_user_form" model="ir.ui.view">
<field name="name">report.crm.fundraising.user.form</field>
<field name="model">report.crm.fundraising.user</field>
<field name="inherit_id" ref="view_crm_case_user_form"/>
<record id="view_crm_fundraising_form" model="ir.ui.view">
<field name="name">report.crm.fundraising.form</field>
<field name="model">report.crm.fundraising</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
@ -36,12 +42,12 @@
</field>
</record>
<record id="view_crm_fundraising_user_graph" model="ir.ui.view">
<field name="name">report.crm.fundraising.user.graph</field>
<field name="model">report.crm.fundraising.user</field>
<record id="view_crm_fundraising_graph" model="ir.ui.view">
<field name="name">report.crm.fundraising.graph</field>
<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"/>
@ -49,10 +55,10 @@
</field>
</record>
<record id="view_crm_fundraising_user_filter" model="ir.ui.view">
<field name="name">report.crm.fundraising.user.select</field>
<field name="model">report.crm.fundraising.user</field>
<field name="inherit_id" ref="view_crm_case_user_filter"/>
<record id="view_crm_fundraising_filter" model="ir.ui.view">
<field name="name">report.crm.fundraising.select</field>
<field name="model">report.crm.fundraising</field>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="state" position="before">
@ -60,367 +66,30 @@
</field>
</record>
<record id="action_report_crm_fundraising_user_tree" model="ir.actions.act_window">
<field name="name">Fundraising by User and Section</field>
<field name="res_model">report.crm.fundraising.user</field>
<record id="action_report_crm_fundraising" model="ir.actions.act_window">
<field name="name">Fundraising</field>
<field name="res_model">report.crm.fundraising</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="view_id" ref="view_crm_fundraising_user_graph"/>
<field name="search_view_id" ref="view_crm_fundraising_user_filter"/>
<field name="view_id" ref="view_crm_fundraising_graph"/>
<field name="search_view_id" ref="view_crm_fundraising_filter"/>
</record>
<menuitem name="Fundraising" id="menu_crm_fundraising_tree" parent="crm.next_id_52"/>
<menuitem action="action_report_crm_fundraising_user_tree" id="menu_crm_fundraising_user_tree" parent="menu_crm_fundraising_tree"/>
<!-- # Fundraising by section and category of case -->
<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>
<record id="view_crm_fundraising_categ_tree" model="ir.ui.view">
<field name="name">report.crm.fundraising.categ.tree</field>
<field name="model">report.crm.fundraising.categ</field>
<field name="inherit_id" ref="view_crm_case_categ_tree"/>
<field name="type">tree</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_costs"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
</field>
</record>
<record id="view_crm_fundraising_categ_form" model="ir.ui.view">
<field name="name">report.crm.fundraising.categ.form</field>
<field name="model">report.crm.fundraising.categ</field>
<field name="inherit_id" ref="view_crm_case_categ_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_costs"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
</field>
</record>
<record id="view_crm_fundraising_categ_graph" model="ir.ui.view">
<field name="name">report.crm.fundraising.categ.graph</field>
<field name="model">report.crm.fundraising.categ</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="fundraising by Section and Categories" type="bar">
<field name="state"/>
<field name="nbr" operator="+"/>
<field group="True" name="categ_id"/>
</graph>
</field>
</record>
<record id="view_crm_fundraising_categ_filter" model="ir.ui.view">
<field name="name">report.crm.fundraising.categ.select</field>
<field name="model">report.crm.fundraising.categ</field>
<field name="inherit_id" ref="view_crm_case_categ_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="state" position="before">
</field>
</field>
</record>
<record id="action_report_crm_fundraising_categ_tree" model="ir.actions.act_window">
<field name="name">Fundraising by Categories and Section</field>
<field name="res_model">report.crm.fundraising.categ</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="view_id" ref="view_crm_fundraising_categ_graph"/>
<field name="search_view_id" ref="view_crm_fundraising_categ_filter"/>
</record>
<menuitem action="action_report_crm_fundraising_categ_tree" id="menu_crm_fundraising_categ_tree" parent="menu_crm_fundraising_tree"/>
<!-- Fundraising by Section -->
<record id="view_report_crm_fundraising_section_tree" model="ir.ui.view">
<field name="name">report.crm.fundraising.section.tree</field>
<field name="model">report.crm.fundraising.section</field>
<field name="inherit_id" ref="view_report_crm_case_section_tree"/>
<field name="type">tree</field>
<field name="arch" type="xml">
<field name="nbr_cases" position="after">
<field name="avg_answers"/>
<field name="perc_done" select="2"/>
<field name="perc_cancel" select="2"/>
<field name="delay_close"/>
</field>
</field>
</record>
<record id="view_report_crm_fundraising_section_graph" model="ir.ui.view">
<field name="name">report.crm.fundraising.section.graph</field>
<field name="model">report.crm.fundraising.section</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="fundraising by Section" type="bar">
<field name="name"/>
<field name="nbr_cases" operator="+"/>
</graph>
</field>
</record>
<record id="view_report_crm_fundraising_section_filter" model="ir.ui.view">
<field name="name">report.crm.fundraising.section.select</field>
<field name="model">report.crm.fundraising.section</field>
<field name="inherit_id" ref="view_report_crm_case_section_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="nbr_cases" position="before">
</field>
</field>
</record>
<record id="action_report_crm_fundraising_section_tree" model="ir.actions.act_window">
<field name="name">Fundraising by Section</field>
<field name="res_model">report.crm.fundraising.section</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="view_id" ref="view_report_crm_fundraising_section_graph"/>
<field name="search_view_id" ref="view_report_crm_fundraising_section_filter"/>
</record>
<menuitem action="action_report_crm_fundraising_section_tree" id="menu_crm_fundraising_section_tree" parent="menu_crm_fundraising_tree"/>
#
# Fundraising by section and type
#
<record model="ir.ui.view" id="view_crm_fundraising_section_categ_tree">
<field name="name">CRM Report - Sections and Type(Tree)</field>
<field name="model">report.crm.fundraising.section.type</field>
<field name="inherit_id" ref="view_crm_case_section_categ_tree"/>
<field name="type">tree</field>
<field name="arch" type="xml">
<field name="user_id" position="after">
<field name="type_id"/>
<field name="stage_id"/>
<field name="amount_revenue"/>
<field name="delay_close"/>
</field>
</field>
</record>
<record model="ir.ui.view" id="view_crm_fundraising_section_categ_form">
<field name="name">CRM Report - Sections and Type(Form)</field>
<field name="model">report.crm.fundraising.section.type</field>
<field name="inherit_id" ref="view_crm_case_section_categ_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="user_id" position="after">
<field name="type_id"/>
<field name="stage_id"/>
<field name="amount_revenue"/>
<field name="delay_close"/>
</field>
</field>
</record>
<record model="ir.ui.view" id="view_crm_fundraising_section_categ_graph">
<field name="name">CRM Report - Sections and Type(Graph)</field>
<field name="model">report.crm.fundraising.section.type</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Fundraising by Section and Type" type="bar" orientation="horizontal">
<field name="type_id"/>
<field name="amount_revenue" operator="+"/>
<field name="section_id" group="True"/>
</graph>
</field>
</record>
<record id="view_crm_fundraising_section_categ_filter" model="ir.ui.view">
<field name="name">CRM Report - Sections and Type(Select)</field>
<field name="model">report.crm.fundraising.section.type</field>
<field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="section_id" position="after">
<field name="type_id"/>
</field>
</field>
</record>
<record model="ir.actions.act_window" id="action_report_crm_fundraising_section_categ_tree">
<field name="res_model">report.crm.fundraising.section.type</field>
<field name="name">Fundraising by section and type</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="search_view_id" ref="view_crm_fundraising_section_categ_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_graph">
<field name="sequence" eval="1"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_crm_fundraising_section_categ_graph"/>
<field name="act_window_id" ref="action_report_crm_fundraising_section_categ_tree"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_tree">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_crm_fundraising_section_categ_tree"/>
<field name="act_window_id" ref="action_report_crm_fundraising_section_categ_tree"/>
</record>
<menuitem action="action_report_crm_fundraising_section_categ_tree" id="menu_crm_fundraising_section_categ_tree" parent="menu_crm_fundraising_tree"/>
#
# Fundraising by section, category and stage
#
<record model="ir.ui.view" id="view_crm_fundraising_section_categ_stage_tree">
<field name="name">CRM Report - Section, Category and Stage(Tree)</field>
<field name="model">report.crm.fundraising.section.categ.stage</field>
<field name="inherit_id" ref="view_crm_case_section_categ_stage_tree"/>
<field name="type">tree</field>
<field name="arch" type="xml">
<field name="user_id" position="after">
<field name="categ_id"/>
<field name="stage_id"/>
<field name="delay_close"/>
</field>
</field>
</record>
<record model="ir.ui.view" id="view_crm_fundraising_section_categ_stage_form">
<field name="name">CRM Report - Section, Category and Stage(Form)</field>
<field name="model">report.crm.fundraising.section.categ.stage</field>
<field name="inherit_id" ref="view_crm_case_section_categ_stage_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="user_id" position="after">
<field name="categ_id"/>
<field name="stage_id"/>
<field name="delay_close"/>
</field>
</field>
</record>
<record model="ir.ui.view" id="view_crm_fundraising_section_categ_stage_graph">
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
<field name="model">report.crm.fundraising.section.categ.stage</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Fundraising by Section, Category and Stage" type="bar" orientation="horizontal">
<field name="categ_id"/>
<field name="nbr" operator="+"/>
<field name="section_id" group="True"/>
</graph>
</field>
</record>
<record id="view_crm_fundraising_section_categ_stage_filter" model="ir.ui.view">
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
<field name="model">report.crm.fundraising.section.categ.stage</field>
<field name="inherit_id" ref="view_crm_case_section_categ_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="section_id" position="after">
<field name="categ_id"/>
<field name="stage_id"/>
</field>
</field>
</record>
<record model="ir.actions.act_window" id="action_report_crm_fundraising_section_categ_stage_tree">
<field name="res_model">report.crm.fundraising.section.categ.stage</field>
<field name="name">Fundraising by section, category and stage</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="search_view_id" ref="view_crm_fundraising_section_categ_stage_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_stage_graph">
<field name="sequence" eval="1"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_crm_fundraising_section_categ_stage_graph"/>
<field name="act_window_id" ref="action_report_crm_fundraising_section_categ_stage_tree"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_stage_tree">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_crm_fundraising_section_categ_stage_tree"/>
<field name="act_window_id" ref="action_report_crm_fundraising_section_categ_stage_tree"/>
</record>
<menuitem action="action_report_crm_fundraising_section_categ_stage_tree" id="menu_crm_fundraising_section_categ_stage_tree" parent="menu_crm_fundraising_tree"/>
#
# Fundraising by section, category and type
#
<record model="ir.ui.view" id="view_crm_fundraising_section_categ_type_tree">
<field name="name">CRM Report - Section, Category and Type(Tree)</field>
<field name="model">report.crm.fundraising.section.categ.type</field>
<field name="inherit_id" ref="view_crm_case_section_categ_type_tree"/>
<field name="type">tree</field>
<field name="arch" type="xml">
<field name="user_id" position="after">
<field name="categ_id"/>
<field name="type_id"/>
<field name="stage_id"/>
<field name="delay_close"/>
</field>
</field>
</record>
<record model="ir.ui.view" id="view_crm_fundraising_section_categ_type_form">
<field name="name">CRM Report - Section, Category and Type(Form)</field>
<field name="model">report.crm.fundraising.section.categ.type</field>
<field name="inherit_id" ref="view_crm_case_section_categ_type_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="user_id" position="after">
<field name="categ_id"/>
<field name="type_id"/>
<field name="stage_id"/>
<field name="delay_close"/>
</field>
</field>
</record>
<record model="ir.ui.view" id="view_crm_fundraising_section_categ_type_graph">
<field name="name">CRM Report - Section, Category and Type(Select)</field>
<field name="model">report.crm.fundraising.section.categ.type</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Fundraising by Section, Category and Type" type="bar" orientation="horizontal">
<field name="type_id"/>
<field name="nbr" operator="+"/>
<field name="section_id" group="True"/>
</graph>
</field>
</record>
<record id="view_crm_fundraising_section_categ_type_filter" model="ir.ui.view">
<field name="name">CRM Report - Section, Category and Type(Select)</field>
<field name="model">report.crm.fundraising.section.categ.type</field>
<field name="inherit_id" ref="view_crm_case_section_categ_type_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="section_id" position="after">
<field name="categ_id" select="1"/>
<field name="type_id" select="1"/>
<field name="stage_id" select="1"/>
</field>
</field>
</record>
<record model="ir.actions.act_window" id="action_report_crm_fundraising_section_categ_type_tree">
<field name="res_model">report.crm.fundraising.section.categ.type</field>
<field name="name">Fundraising by section, category and type</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="search_view_id" ref="view_crm_fundraising_section_categ_type_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_type_graph">
<field name="sequence" eval="1"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_crm_fundraising_section_categ_type_graph"/>
<field name="act_window_id" ref="action_report_crm_fundraising_section_categ_type_tree"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_fundraising_section_categ_type_tree">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_crm_fundraising_section_categ_type_tree"/>
<field name="act_window_id" ref="action_report_crm_fundraising_section_categ_type_tree"/>
</record>
<menuitem action="action_report_crm_fundraising_section_categ_type_tree" id="menu_crm_fundraising_section_categ_type_tree" parent="menu_crm_fundraising_tree"/>
</data>
<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>

9
addons/report_crm/report_crm_lead.py
View File

@ -4,9 +4,10 @@ import tools
class report_crm_lead(osv.osv):
_name = "report.crm.lead"
_auto = False
_inherit = "report.crm.case.user"
_inherit = "report.crm.case"
_columns = {
'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.lead')]"),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.lead')]", readonly=True),
}
def init(self, cr):
@ -21,11 +22,15 @@ class report_crm_lead(osv.osv):
c.user_id,
c.stage_id,
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
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()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

29
addons/report_crm/report_crm_lead_view.xml
View File

@ -13,16 +13,20 @@
<tree string="Leads">
<field name="name" />
<field name="month"/>
<field name="nbr" />
<field name="nbr" string="#Leads"/>
<field name="delay_close"/>
<field name="section_id" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="user_id" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
</tree>
</field>
</record>
<record id="view_crm_lead_form" model="ir.ui.view">
<field name="name">report.crm.lead.form</field>
<field name="model">report.crm.lead</field>
<field name="inherit_id" ref="view_crm_case_user_form"/>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
@ -48,7 +52,7 @@
<record id="view_crm_lead_filter" model="ir.ui.view">
<field name="name">report.crm.lead.select</field>
<field name="model">report.crm.lead</field>
<field name="inherit_id" ref="view_crm_case_user_filter"/>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search">
@ -58,23 +62,28 @@
</record>
<record id="action_report_crm_lead_tree" model="ir.actions.act_window">
<record id="action_report_crm_lead" model="ir.actions.act_window">
<field name="name">Leads</field>
<field name="res_model">report.crm.lead</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="view_id" ref="view_crm_lead_graph"/>
<!-- field name="search_view_id" ref="view_crm_lead_filter"/ -->
<field name="search_view_id" ref="view_crm_lead_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree1">
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_crm_lead_tree"/>
<field name="act_window_id" ref="action_report_crm_lead_tree"/>
<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_tree"/>
<record model="ir.actions.act_window.view" id="action_report_crm_lead_graph">
<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>

8
addons/report_crm/report_crm_opportunity.py
View File

@ -4,14 +4,15 @@ import tools
class report_crm_opportunity(osv.osv):
_name = "report.crm.opportunity"
_auto = False
_inherit = "report.crm.case.user"
_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,

22
addons/report_crm/report_crm_opportunity_view.xml
View File

@ -28,7 +28,7 @@
<record id="view_crm_opportunity_form" model="ir.ui.view">
<field name="name">report.crm.opportunity.form</field>
<field name="model">report.crm.opportunity</field>
<field name="inherit_id" ref="view_crm_case_user_form"/>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
@ -57,7 +57,7 @@
<record id="view_crm_opportunity_filter" model="ir.ui.view">
<field name="name">report.crm.opportunity.select</field>
<field name="model">report.crm.opportunity</field>
<field name="inherit_id" ref="view_crm_case_user_filter"/>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="state" position="before">
@ -65,20 +65,26 @@
</field>
</record>
<record id="action_report_crm_opportunity_tree" model="ir.actions.act_window">
<record id="action_report_crm_opportunity" model="ir.actions.act_window">
<field name="name">Opportunity</field>
<field name="res_model">report.crm.opportunity</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="view_id" ref="view_crm_opportunity_graph"/>
<!-- field name="search_view_id" ref="view_crm_opportunity_filter"/ -->
<field name="search_view_id" ref="view_crm_opportunity_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_l_opportunity_tree1">
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_tree">
<field name="sequence" eval="2"/>
<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>
<menuitem name="Opportinities" action="action_report_crm_opportunity_tree" id="menu_crm_opportunity_tree" parent="crm.next_id_52"/>
<field name="act_window_id" ref="action_report_crm_opportunity"/>
</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>
<menuitem name="Opportinities" action="action_report_crm_opportunity" id="menu_crm_opportunity_tree" parent="crm.next_id_52"/>
</data>
</openerp>

100
addons/report_crm/report_crm_phonecall.py
View File

@ -1,18 +1,19 @@
from osv import fields,osv
import tools
class report_crm_phonecall_user(osv.osv):
_name = "report.crm.phonecall.user"
class report_crm_phonecall(osv.osv):
_name = "report.crm.phonecall"
_description = "Phone calls by user and section"
_auto = False
_inherit = "report.crm.case.user"
_inherit = "report.crm.case"
_columns = {
'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.phonecall')]"),
}
def init(self, cr):
tools.drop_view_if_exists(cr, 'report_crm_phonecall_user')
tools.drop_view_if_exists(cr, 'report_crm_phonecall')
cr.execute("""
create or replace view report_crm_phonecall_user as (
create or replace view report_crm_phonecall as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
@ -20,96 +21,15 @@ class report_crm_phonecall_user(osv.osv):
c.state,
c.user_id,
c.section_id,
count(*) as nbr,
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
)""")
report_crm_phonecall_user()
class report_crm_phonecall_categ(osv.osv):
_name = "report.crm.phonecall.categ"
_description = "Phone calls by section and category"
_auto = False
_inherit = "report.crm.case.categ"
_columns = {
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.phonecall')]"),
'delay_close': fields.char('Delay Close', size=20, readonly=True),
}
def init(self, cr):
tools.drop_view_if_exists(cr, 'report_crm_phonecall_categ')
cr.execute("""
create or replace view report_crm_phonecall_categ as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
c.categ_id,
c.state,
c.section_id,
count(*) as nbr,
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
from
crm_phonecall c
group by c.categ_id,to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), c.state,c.section_id
)""")
report_crm_phonecall_categ()
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,
count(*) as nbr,
0 as avg_answers,
0.0 as perc_done,
0.0 as perc_cancel,
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
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_section()
report_crm_phonecall()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

211
addons/report_crm/report_crm_phonecall_view.xml
View File

@ -5,24 +5,24 @@
Phone calls by user and section
-->
<record id="view_crm_phonecall_user_tree" model="ir.ui.view">
<field name="name">report.crm.phonecall.user.tree</field>
<field name="model">report.crm.phonecall.user</field>
<field name="inherit_id" ref="view_crm_case_user_tree"/>
<record id="view_crm_phonecall_tree" model="ir.ui.view">
<field name="name">report.crm.phonecall.tree</field>
<field name="model">report.crm.phonecall</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
<tree string="Phone calls">
<field name="name" />
<field name="month"/>
<field name="nbr" string="#Phone calls" />
<field name="delay_close"/>
<field name="categ_id" invisible="1"/>
</tree>
</field>
</record>
<record id="view_crm_phonecall_user_form" model="ir.ui.view">
<field name="name">report.crm.phonecall.user.form</field>
<field name="model">report.crm.phonecall.user</field>
<field name="inherit_id" ref="view_crm_case_user_form"/>
<record id="view_crm_phonecall_form" model="ir.ui.view">
<field name="name">report.crm.phonecall.form</field>
<field name="model">report.crm.phonecall</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
@ -34,9 +34,9 @@
</field>
</record>
<record id="view_crm_phonecall_user_graph" model="ir.ui.view">
<field name="name">report.crm.phonecall.user.graph</field>
<field name="model">report.crm.phonecall.user</field>
<record id="view_crm_phonecall_graph" model="ir.ui.view">
<field name="name">report.crm.phonecall.graph</field>
<field name="model">report.crm.phonecall</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Phone calls by User and Section" type="bar">
@ -47,141 +47,64 @@
</field>
</record>
<record id="view_crm_phonecall_user_filter" model="ir.ui.view">
<field name="name">report.crm.phonecall.user.select</field>
<field name="model">report.crm.phonecall.user</field>
<field name="inherit_id" ref="view_crm_case_user_filter"/>
<record id="view_crm_phonecall_filter" model="ir.ui.view">
<field name="name">report.crm.phonecall.select</field>
<field name="model">report.crm.phonecall</field>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="state" position="before">
</field>
<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"/>
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]"/>
<filter string="Won" icon="terp-hr" domain="[('state','=','done')]"/>
<filter string="Lost" icon="terp-hr" domain="[('state','=','cancel')]"/>
<separator orientation="vertical"/>
<field name="name" select="1"/>
<field name="month" select="1"/>
<field name="user_id" select="1"/>
<field name="section_id" select="1"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
<newline/>
<group expand="1" string="Group By..." colspan="4" col="8">
<filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Section" icon="terp-sale" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="State" icon="terp-sale" domain="[]" context="{'group_by':'state'}"/>
<filter string="Month" icon="terp-sale" domain="[]" context="{'group_by':'month'}"/>
<filter string="Category" icon="terp-sale" domain="[]" context="{'group_by':'categ_id'}"/>
</group>
</search>
</field>
</record>
<record id="action_report_crm_phonecall_user_tree" model="ir.actions.act_window">
<field name="name">Phone calls by User and Section</field>
<field name="res_model">report.crm.phonecall.user</field>
<record id="action_report_crm_phonecall" model="ir.actions.act_window">
<field name="name">Phone calls</field>
<field name="res_model">report.crm.phonecall</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="view_id" ref="view_crm_phonecall_user_graph"/>
<field name="search_view_id" ref="view_crm_phonecall_user_filter"/>
<field name="view_id" ref="view_crm_phonecall_graph"/>
<field name="search_view_id" ref="view_crm_phonecall_filter"/>
</record>
<menuitem name="Phone Calls" id="menu_crm_phonecalls_tree" parent="crm.next_id_52"/>
<menuitem action="action_report_crm_phonecall_user_tree" id="menu_crm_phonecall_user_tree" parent="menu_crm_phonecalls_tree"/>
<!-- # Phonecalls by section and category of case -->
<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_tree">
<field name="sequence" eval="2"/>
<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>
<record id="view_crm_phonecall_categ_tree" model="ir.ui.view">
<field name="name">report.crm.phonecall.categ.tree</field>
<field name="model">report.crm.phonecall.categ</field>
<field name="inherit_id" ref="view_crm_case_categ_tree"/>
<field name="type">tree</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
</field>
</record>
<record id="view_crm_phonecall_categ_form" model="ir.ui.view">
<field name="name">report.crm.phonecall.categ.form</field>
<field name="model">report.crm.phonecall.categ</field>
<field name="inherit_id" ref="view_crm_case_categ_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
</field>
</record>
<record id="view_crm_phonecall_categ_graph" model="ir.ui.view">
<field name="name">report.crm.phonecall.categ.graph</field>
<field name="model">report.crm.phonecall.categ</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Phone calls by Section and Categories" type="bar">
<field name="state"/>
<field name="nbr" operator="+"/>
<field group="True" name="categ_id"/>
</graph>
</field>
</record>
<record id="view_crm_phonecall_categ_filter" model="ir.ui.view">
<field name="name">report.crm.phonecall.categ.select</field>
<field name="model">report.crm.phonecall.categ</field>
<field name="inherit_id" ref="view_crm_case_categ_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="state" position="before">
</field>
</field>
</record>
<record id="action_report_crm_phonecall_categ_tree" model="ir.actions.act_window">
<field name="name">Phone calls by Categories and Section</field>
<field name="res_model">report.crm.phonecall.categ</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="view_id" ref="view_crm_phonecall_categ_graph"/>
<field name="search_view_id" ref="view_crm_phonecall_categ_filter"/>
</record>
<menuitem action="action_report_crm_phonecall_categ_tree" id="menu_crm_phonecall_categ_tree" parent="menu_crm_phonecalls_tree"/>
<!-- Phone calls by Section -->
<record id="view_report_crm_phonecall_section_tree" model="ir.ui.view">
<field name="name">report.crm.phonecall.section.tree</field>
<field name="model">report.crm.phonecall.section</field>
<field name="inherit_id" ref="view_report_crm_case_section_tree"/>
<field name="type">tree</field>
<field name="arch" type="xml">
<field name="nbr_cases" position="after">
<field name="avg_answers"/>
<field name="perc_done" select="2"/>
<field name="perc_cancel" select="2"/>
<field name="delay_close"/>
</field>
</field>
</record>
<record id="view_report_crm_phonecall_section_graph" model="ir.ui.view">
<field name="name">report.crm.phonecall.section.graph</field>
<field name="model">report.crm.phonecall.section</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Phone calls by Section" type="bar">
<field name="name"/>
<field name="nbr_cases" operator="+"/>
</graph>
</field>
</record>
<record id="view_report_crm_phonecall_section_filter" model="ir.ui.view">
<field name="name">report.crm.phonecall.section.select</field>
<field name="model">report.crm.phonecall.section</field>
<field name="inherit_id" ref="view_report_crm_case_section_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<field name="nbr_cases" position="before">
</field>
</field>
</record>
<record id="action_report_crm_phonecall_section_tree" model="ir.actions.act_window">
<field name="name">Phone calls by Section</field>
<field name="res_model">report.crm.phonecall.section</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree</field>
<field name="view_id" ref="view_report_crm_phonecall_section_graph"/>
<field name="search_view_id" ref="view_report_crm_phonecall_section_filter"/>
</record>
<menuitem action="action_report_crm_phonecall_section_tree" id="menu_crm_phonecall_section_tree" parent="menu_crm_phonecalls_tree"/>
<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>

404
addons/report_crm/report_crm_view.xml
View File

@ -1,17 +1,13 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<data>
<!--
Cases by user and section
-->
<record id="view_crm_case_user_tree" model="ir.ui.view">
<field name="name">report.crm.case.user.tree</field>
<field name="model">report.crm.case.user</field>
<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 by User and Section">
<tree string="Cases">
<field name="name" />
<field name="month"/>
<field name="user_id"/>
@ -21,12 +17,12 @@
</tree>
</field>
</record>
<record id="view_crm_case_user_form" model="ir.ui.view">
<field name="name">report.crm.case.user.form</field>
<field name="model">report.crm.case.user</field>
<record id="view_crm_case_form" model="ir.ui.view">
<field name="name">report.crm.case.form</field>
<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"/>
@ -37,9 +33,9 @@
</field>
</record>
<record id="view_crm_case_user_graph" model="ir.ui.view">
<field name="name">report.crm.case.user.graph</field>
<field name="model">report.crm.case.user</field>
<record id="view_crm_case_graph" model="ir.ui.view">
<field name="name">report.crm.case.graph</field>
<field name="model">report.crm.case</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Cases by User and Section" type="bar">
@ -50,12 +46,12 @@
</field>
</record>
<record id="view_crm_case_user_filter" model="ir.ui.view">
<field name="name">report.crm.case.user.select</field>
<field name="model">report.crm.case.user</field>
<record id="view_crm_case_filter" model="ir.ui.view">
<field name="name">report.crm.case.select</field>
<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"/>
@ -71,6 +67,7 @@
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
<newline/>
<group expand="1" string="Group By..." colspan="4" col="8">
<filter string="User" icon="terp-sale" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Section" icon="terp-sale" domain="[]" context="{'group_by':'section_id'}"/>
@ -88,376 +85,25 @@
<menuitem id="crm.next_id_52" name="Cases" parent="base.next_id_64" sequence="0"/>
<record id="action_report_crm_case_user_tree" model="ir.actions.act_window">
<field name="name">Cases by User and Section</field>
<field name="res_model">report.crm.case.user</field>
<record id="action_report_crm_case_tree" model="ir.actions.act_window">
<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>
<field name="search_view_id" ref="view_crm_case_user_filter"/>
<field name="search_view_id" ref="view_crm_case_filter"/>
</record>
<!--<menuitem action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree" parent="crm.next_id_52"/>
-->
<!-- # Cases by section and categoryof case -->
<record id="view_crm_case_categ_tree" model="ir.ui.view">
<field name="name">report.crm.case.categ.tree</field>
<field name="model">report.crm.case.categ</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Cases by User and Section">
<field name="name"/>
<field name="section_id" select="1"/>
<field name="month"/>
<field name="nbr"/>
<field name="state"/>
</tree>
</field>
</record>
<record id="view_crm_case_categ_form" model="ir.ui.view">
<field name="name">report.crm.case.categ.form</field>
<field name="model">report.crm.case.categ</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Cases by User and Section">
<field name="name" select="1"/>
<field name="section_id" select="1"/>
<field name="month" select="1"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</form>
</field>
</record>
<record id="view_crm_case_categ_filter" model="ir.ui.view">
<field name="name">report.crm.case.categ.select</field>
<field name="model">report.crm.case.categ</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Cases by categories and Sections">
<group col="12" 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="nbr" select="1"/>
<field name="state" select="1"/>
</group>
</search>
</field>
</record>
<record id="action_report_crm_case_categ_tree" model="ir.actions.act_window">
<field name="name">Cases by Categories and Section</field>
<field name="res_model">report.crm.case.categ</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="search_view_id" ref="view_crm_case_categ_filter"/>
</record>
<!-- <menuitem action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree" parent="crm.next_id_52"/>-->
<act_window domain="[('user_id', '=', active_id)]" id="act_res_users_2_report_crm_case_user" name="Monthly cases" res_model="report.crm.case.user" src_model="res.users"/>
<act_window domain="[('user_id', '=', active_id)]" id="act_res_users_2_report_crm_case_user" name="Monthly cases" res_model="report.crm.case" src_model="res.users"/>
<act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_user" name="Monthly cases by user" res_model="report.crm.case.user" src_model="crm.case.section"/>
<act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_user" name="Monthly cases by user" res_model="report.crm.case" src_model="crm.case.section"/>
<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.categ" src_model="crm.case.section"/>
<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>
#
# Cases by section and stage
#
<record model="ir.ui.view" id="view_crm_case_section_stage_tree">
<field name="name">CRM Report - Sections and Stage(Tree)</field>
<field name="model">report.crm.case.section.stage</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Cases by Section and Stage">
<field name="name"/>
<field name="month"/>
<field name="user_id"/>
<field name="section_id"/>
<field name="nbr"/>
<field name="state"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="view_crm_case_section_stage_form">
<field name="name">CRM Report - Sections and Stage(Form)</field>
<field name="model">report.crm.case.section.stage</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Cases by Section and Stage">
<field name="name"/>
<field name="month"/>
<field name="user_id"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</form>
</field>
</record>
<record id="view_crm_case_section_stage_filter" model="ir.ui.view">
<field name="name">CRM Report - Sections and Stage(Select)</field>
<field name="model">report.crm.case.section.stage</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Cases by Section and Stage">
<group col="8" colspan="4">
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by Section and Stage for this year"/>
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by Section and Stage for this month"/>
<separator orientation="vertical"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
</search>
</field>
</record>
<record model="ir.actions.act_window" id="action_report_crm_case_section_stage_tree">
<field name="res_model">report.crm.case.section.stage</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="search_view_id" ref="view_crm_case_section_stage_filter"/>
</record>
#
# Cases by section and type of case
#
<record model="ir.ui.view" id="view_crm_case_section_categ_tree">
<field name="name">CRM Report - Sections and Type(Tree)</field>
<field name="model">report.crm.case.section.type</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Cases by Section and Type">
<field name="name"/>
<field name="month"/>
<field name="user_id"/>
<field name="section_id"/>
<field name="nbr"/>
<field name="state"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="view_crm_case_section_categ_form">
<field name="name">CRM Report - Sections and Type(Form)</field>
<field name="model">report.crm.case.section.type</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Cases by Section and Type">
<field name="name"/>
<field name="month"/>
<field name="user_id"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</form>
</field>
</record>
<record id="view_crm_case_section_categ_filter" model="ir.ui.view">
<field name="name">CRM Report - Sections and Type(Select)</field>
<field name="model">report.crm.case.section.type</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Cases by Section and Type">
<group col="10" colspan="4">
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by Section and Type for this year"/>
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by Section and Type for this month"/>
<separator orientation="vertical"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
</search>
</field>
</record>
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_tree">
<field name="res_model">report.crm.case.section.type</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="search_view_id" ref="view_crm_case_section_categ_filter"/>
</record>
#
# Cases by section, category and stage
#
<record model="ir.ui.view" id="view_crm_case_section_categ_stage_tree">
<field name="name">CRM Report - Section, Category and Stage(Tree)</field>
<field name="model">report.crm.case.section.categ.stage</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Cases by Section, Category and Stage">
<field name="name"/>
<field name="month"/>
<field name="user_id"/>
<field name="section_id"/>
<field name="nbr"/>
<field name="state"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="view_crm_case_section_categ_stage_form">
<field name="name">CRM Report - Section, Category and Stage(Form)</field>
<field name="model">report.crm.case.section.categ.stage</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Cases by Section, Category and Stage">
<field name="name"/>
<field name="month"/>
<field name="user_id"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</form>
</field>
</record>
<record id="view_crm_case_section_categ_stage_filter" model="ir.ui.view">
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
<field name="model">report.crm.case.section.categ.stage</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Cases by Section, Category and Stage">
<group col='8' colspan='4'>
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by Section, Category and Stage for this year"/>
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by Section, Category and Stage for this month"/>
<separator orientation="vertical"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
</search>
</field>
</record>
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_stage_tree">
<field name="res_model">report.crm.case.section.categ.stage</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="search_view_id" ref="view_crm_case_section_categ_stage_filter"/>
</record>
#
# Cases by section, category and type
#
<record model="ir.ui.view" id="view_crm_case_section_categ_type_tree">
<field name="name">CRM Report - Section, Category and Type(Tree)</field>
<field name="model">report.crm.case.section.categ.type</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Cases by Section, Category and Type">
<field name="name"/>
<field name="month"/>
<field name="user_id"/>
<field name="section_id"/>
<field name="nbr"/>
<field name="state"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="view_crm_case_section_categ_type_form">
<field name="name">CRM Report - Section, Category and Type(Form)</field>
<field name="model">report.crm.case.section.categ.type</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Cases by Section, Category and Type">
<field name="name"/>
<field name="month"/>
<field name="user_id"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</form>
</field>
</record>
<record id="view_crm_case_section_categ_type_filter" model="ir.ui.view">
<field name="name">CRM Report - Section, Category and Type(Select)</field>
<field name="model">report.crm.case.section.categ.type</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Cases by User">
<group col='12' colspan='4'>
<filter string="This Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]" help="Cases by User for this year"/>
<filter string="This Month" icon="terp-hr" domain="[('month','=',time.strftime('%%m'))]" help="Cases by User for this month"/>
<separator orientation="vertical"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
</search>
</field>
</record>
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_type_tree">
<field name="res_model">report.crm.case.section.categ.type</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="search_view_id" ref="view_crm_case_section_categ_type_filter"/>
</record>
<!-- Closed & Open CRM Case view for Random Activities dashboard -->