[IMP] crm_claim:-useability improvements in Reporting/Claim Analysis
bzr revid: mtr@mtr-20100921071753-cozn5vkd9u5c8wn4
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mtr
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@ -74,6 +74,8 @@ class crm_claim_report(osv.osv):
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'type_id': fields.many2one('crm.case.resource.type', 'Claim Type',\
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domain="[('section_id','=',section_id),\
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('object_id.model', '=', 'crm.claim')]"),
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'date_closed': fields.date('Closed', readonly=True),
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'delay_expected': fields.float('Overpassed Deadline',digits=(16,2),readonly=True, group_operator="avg"),
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}
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def init(self, cr):
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@ -87,9 +89,10 @@ class crm_claim_report(osv.osv):
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create or replace view crm_claim_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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to_char(c.create_date, 'YYYY-MM-DD') as day,
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to_char(c.date, 'YYYY') as name,
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to_char(c.date, 'MM') as month,
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to_char(c.date, 'YYYY-MM-DD') as day,
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to_char(c.date_closed, 'YYYY-MM-DD') as date_closed,
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c.state,
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c.user_id,
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c.stage_id,
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@ -101,13 +104,14 @@ class crm_claim_report(osv.osv):
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c.priority as priority,
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c.type_id as type_id,
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date_trunc('day',c.create_date) as create_date,
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avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
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avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close,
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extract('epoch' from (c.date_deadline - c.date_closed))/(3600*24) as delay_expected
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from
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crm_claim c
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group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'), \
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group by to_char(c.date, 'YYYY'), to_char(c.date, 'MM'),to_char(c.date, 'YYYY-MM-DD'),\
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c.state, c.user_id,c.section_id, c.stage_id,\
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c.categ_id,c.partner_id,c.company_id,c.create_date,to_char(c.create_date, 'YYYY-MM-DD')
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,c.priority,c.type_id
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c.categ_id,c.partner_id,c.company_id,c.create_date,
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c.priority,c.type_id,c.date_deadline,c.date_closed
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)""")
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crm_claim_report()
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@ -19,6 +19,7 @@
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<field name="day" invisible="1"/>
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<field name="nbr" string="#Claim" sum="#Claim"/>
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<field name="delay_close" avg="Avg Closing Delay"/>
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<field name="delay_expected"/>
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<field name="state" invisible="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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@ -42,6 +43,7 @@
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<field name="section_id" select="1"/>
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<field name="nbr" select="1"/>
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<field name="delay_close"/>
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<field name="delay_expected"/>
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<field name="amount_revenue"/>
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<field name="amount_costs"/>
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<field name="amount_revenue_prob"/>
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@ -75,14 +77,17 @@
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<field name="arch" type="xml">
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<search string="Search">
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<group col="16" colspan="8">
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<filter string="This Year" icon="terp-go-year"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%%Y-%%m-%%d'))]"/>
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<filter string=" Year " icon="terp-go-year"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
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help="Claims created in last 365 days"/>
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<filter string="This Month" icon="terp-go-month" name="This Month"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%%Y-%%m-%%d'))]"/>
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<filter string=" Month " icon="terp-go-month" name="This Month"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-%%m-01'))]"
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help="Claims created in last 30 days"/>
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<filter icon="terp-go-week" string="7 Days" separator="1"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')), ('create_date','>',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"/>
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<filter icon="terp-go-week" string=" Month-1 " separator="1"
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domain="[('create_date','<=', (datetime.date (int(time.strftime('%%Y')), datetime.date.today().month, 1) - datetime.timedelta (days = 1)).strftime('%%Y-%%m-%%d')),('create_date','>',(datetime.date (int(time.strftime('%%Y')), datetime.date.today().month-1, 1)).strftime('%%Y-%%m-%%d'))]"
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help="Claims created in the previous month"/>
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<separator orientation="vertical" />
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<filter icon="terp-document-new"
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@ -98,7 +103,6 @@
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<separator orientation="vertical" />
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<field name="section_id"
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default="context.get('section_id', False)"
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widget="selection"
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context="{'invisible_section': False}">
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<filter icon="terp-personal+"
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@ -107,58 +111,58 @@
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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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<field name="company_id">
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<filter icon="terp-go-home"
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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" select="1" widget="selection">
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<field name="user_id" select="1">
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<filter icon="terp-personal+" string="My Case" help="My Case" domain="[('user_id','=',uid)]" />
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</field>
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</group>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="User" name="User" icon="terp-personal"
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<filter string="Salesman" name="User" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Company" icon="terp-go-home"
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domain="[]"
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context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<filter string="Section" icon="terp-personal+"
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<filter string="Sales Team" icon="terp-personal+"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<separator orientation="vertical" />
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<filter string="State" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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<filter string="Stage" icon="terp-stage" domain="[]"
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context="{'group_by':'stage_id'}" />
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<filter string="Priority" icon="terp-rating-rated" domain="[]"
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context="{'group_by':'priority'}" />
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<filter string="Category" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<separator orientation="vertical"/>
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<filter string="Priority" icon="terp-rating-rated" domain="[]"
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context="{'group_by':'priority'}" />
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<filter string="Type" icon="terp-stock_symbol-selection" domain="[]"
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<filter string="Type" icon="terp-stock_symbol-selection" domain="[]"
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context="{'group_by':'type_id'}" />
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<filter string="State" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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<separator orientation="vertical" />
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<filter string="Company" icon="terp-go-home"
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domain="[]"
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context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<separator orientation="vertical" />
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<filter string="Day" icon="terp-go-today"
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domain="[]" context="{'group_by':'day'}"/>
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domain="[]" context="{'group_by':'day'}"
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help="Date of claim"/>
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<filter string="Month" icon="terp-go-month"
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domain="[]" context="{'group_by':'month'}" />
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domain="[]" context="{'group_by':'month'}"
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help="Month of claim"/>
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<filter string="Year" icon="terp-go-year"
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domain="[]" context="{'group_by':'name'}" />
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domain="[]" context="{'group_by':'name'}"
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help="Year of claim"/>
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</group>
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<newline/>
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<group expand="0" string="Extended Filters..." groups="base.group_extended">
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<group expand="0" string="Extended Filters..." groups="base.group_extended">
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<filter icon="terp-dialog-close"
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string="Done"
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domain="[('state','=','done')]"/>
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@ -166,15 +170,16 @@
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<filter icon="gtk-cancel"
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string="Cancel"
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domain="[('state','=','cancel')]"/>
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<group>
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<separator orientation="vertical"/>
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<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
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<separator orientation="vertical"/>
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<field name="priority" />
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<field name="type_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
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</group>
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<separator orientation="vertical"/>
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<field name="partner_id"/>
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<separator orientation="vertical"/>
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<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
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<separator orientation="vertical"/>
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<field name="priority" />
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<field name="type_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
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<newline/>
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<field name="date_closed"/>
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</group>
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</search>
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</field>
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@ -183,7 +188,7 @@
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<!-- CRM Claim Report Action -->
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<record id="action_report_crm_claim" model="ir.actions.act_window">
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<field name="name">Claims</field>
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<field name="name">Claims Analysis</field>
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<field name="res_model">crm.claim.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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