initial commit 2

3 files changed, 125 insertions, 0 deletions

diff --git a/addons/website_crm_partner_assign/report/__init__.py b/addons/website_crm_partner_assign/report/__init__.py
new file mode 100644
index 00000000..98897a64
--- /dev/null
+++ b/addons/website_crm_partner_assign/report/__init__.py
@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import crm_partner_report
diff --git a/addons/website_crm_partner_assign/report/crm_partner_report.py b/addons/website_crm_partner_assign/report/crm_partner_report.py
new file mode 100644
index 00000000..5483e372
--- /dev/null
+++ b/addons/website_crm_partner_assign/report/crm_partner_report.py
@@ -0,0 +1,58 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+
+
+class CrmPartnerReportAssign(models.Model):
+    """ CRM Lead Report """
+    _name = "crm.partner.report.assign"
+    _auto = False
+    _description = "CRM Partnership Analysis"
+
+    partner_id = fields.Many2one('res.partner', 'Partner', required=False, readonly=True)
+    grade_id = fields.Many2one('res.partner.grade', 'Grade', readonly=True)
+    activation = fields.Many2one('res.partner.activation', 'Activation', index=True)
+    user_id = fields.Many2one('res.users', 'User', readonly=True)
+    date_review = fields.Date('Latest Partner Review')
+    date_partnership = fields.Date('Partnership Date')
+    country_id = fields.Many2one('res.country', 'Country', readonly=True)
+    team_id = fields.Many2one('crm.team', 'Sales Team', readonly=True)
+    nbr_opportunities = fields.Integer('# of Opportunity', readonly=True)
+    turnover = fields.Float('Turnover', readonly=True)
+    date = fields.Date('Invoice Account Date', readonly=True)
+
+    _depends = {
+        'account.invoice.report': ['invoice_date', 'partner_id', 'price_subtotal', 'state', 'move_type'],
+        'crm.lead': ['partner_assigned_id'],
+        'res.partner': ['activation', 'country_id', 'date_partnership', 'date_review',
+                        'grade_id', 'parent_id', 'team_id', 'user_id'],
+    }
+
+    @property
+    def _table_query(self):
+        """
+            CRM Lead Report
+            @param cr: the current row, from the database cursor
+        """
+        return """
+                SELECT
+                    coalesce(i.id, p.id - 1000000000) as id,
+                    p.id as partner_id,
+                    (SELECT country_id FROM res_partner a WHERE a.parent_id=p.id AND country_id is not null limit 1) as country_id,
+                    p.grade_id,
+                    p.activation,
+                    p.date_review,
+                    p.date_partnership,
+                    p.user_id,
+                    p.team_id,
+                    (SELECT count(id) FROM crm_lead WHERE partner_assigned_id=p.id) AS nbr_opportunities,
+                    i.price_subtotal as turnover,
+                    i.invoice_date as date
+                FROM
+                    res_partner p
+                    left join ({account_invoice_report}) i
+                        on (i.partner_id=p.id and i.move_type in ('out_invoice','out_refund') and i.state='open')
+            """.format(
+                account_invoice_report=self.env['account.invoice.report']._table_query
+            )
diff --git a/addons/website_crm_partner_assign/report/crm_partner_report_view.xml b/addons/website_crm_partner_assign/report/crm_partner_report_view.xml
new file mode 100644
index 00000000..0fd75ae4
--- /dev/null
+++ b/addons/website_crm_partner_assign/report/crm_partner_report_view.xml
@@ -0,0 +1,63 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+        <!--     Opportunity tree view  -->
+        <record id="view_report_crm_partner_assign_filter" model="ir.ui.view">
+            <field name="name">crm.partner.report.assign.select</field>
+            <field name="model">crm.partner.report.assign</field>
+            <field name="arch" type="xml">
+                <search string="Partner assigned Analysis">
+                    <field name="team_id"/>
+                    <field name="user_id"/>
+                    <field name="grade_id"/>
+                    <field name="activation"/>
+                    <filter name="filter_date_partnership" date="date_partnership"/>
+                    <filter name="filter_date_review" date="date_review"/>
+                    <group  expand="1" string="Group By">
+                        <filter string="Salesperson" name="user"
+                            context="{'group_by':'user_id'}" />
+                        <filter string="Sales Team" name="sales_team"
+                            context="{'group_by':'team_id'}"/>
+                        <filter string="Partner" name="partner"
+                            context="{'group_by':'partner_id'}" />
+                        <separator/>
+                        <filter string="Date Partnership" name="group_date_partnership"
+                            context="{'group_by':'date_partnership'}" />
+                        <filter string="Date Review" name="group_date_review"
+                            context="{'group_by':'date_review'}" />
+                    </group>
+                </search>
+            </field>
+        </record>
+
+       <record id="view_report_crm_partner_assign_graph" model="ir.ui.view">
+            <field name="name">crm.partner.assign.report.graph</field>
+            <field name="model">crm.partner.report.assign</field>
+            <field name="arch" type="xml">
+                <graph string="Opportunities Assignment Analysis" stacked="True" sample="1">
+                    <field name="grade_id" type="row"/>
+                    <field name="nbr_opportunities" type="measure"/>
+                    <field name="turnover" type="measure"/>
+                </graph>
+            </field>
+       </record>
+
+       <!-- Leads by user and team Action -->
+
+       <record id="action_report_crm_partner_assign" model="ir.actions.act_window">
+            <field name="name">Partnership Analysis</field>
+            <field name="res_model">crm.partner.report.assign</field>
+            <field name="context">{'group_by_no_leaf':1,'group_by':[]}</field>
+            <field name="view_mode">graph</field>
+            <field name="domain">[('grade_id', '!=', False)]</field>
+            <field name="help" type="html">
+                <p class="o_view_nocontent_smiling_face">
+                    No data yet!
+                </p>
+            </field>
+        </record>
+
+       <menuitem name="Partnerships" id="menu_report_crm_partner_assign_tree"
+           parent="crm.crm_menu_report" action="action_report_crm_partner_assign" sequence="5"/>
+
+</odoo>