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[IMP] add demo data files

This commit is contained in:
Randhir Mayatra rma-openerp 2014-04-21 16:40:57 +05:30
parent 9bb0e6f30e
commit 3bc6bf2d99
9 changed files with 95 additions and 23 deletions
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9
addons/crm/crm.py
View File

@ -93,6 +93,7 @@ class crm_case_section(osv.osv):
_name = "crm.case.section"
_inherit = 'crm.case.section'
_description = "Sales Teams"
_alias_model_name = 'crm.lead'
def _get_opportunities_data(self, cr, uid, ids, field_name, arg, context=None):
""" Get opportunities-related data for salesteam kanban view
@ -140,14 +141,6 @@ class crm_case_section(osv.osv):
'stage_ids': _get_stage_common,
'use_leads': True,
}
def unlink(self, cr, uid, ids, context=None):
# Cascade-delete mail aliases as well, as they should not exist without the sales team.
mail_alias = self.pool.get('mail.alias')
alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id]
res = super(crm_case_section, self).unlink(cr, uid, ids, context=context)
mail_alias.unlink(cr, uid, alias_ids, context=context)
return res
class crm_case_categ(osv.osv):
""" Category of Case """

1
addons/crm/crm_case_section_view.xml
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@ -89,7 +89,6 @@
<data>
<xpath expr="//field[@name='name']" position="after">
<field name="use_leads"/>
<field name="alias_id"/>
<field name="monthly_open_leads"/>
<field name="monthly_planned_revenue"/>
</xpath>

2
addons/crm/crm_lead_menu.xml
View File

@ -81,7 +81,7 @@
action="crm_case_category_act_leads_all"/>
<menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" sequence="4"
action="crm_case_category_act_oppor11"
groups="base.group_mono_salesteams,base.group_sale_manager"/>
groups="base.group_sale_salesman,base.group_sale_manager"/>
</data>
</openerp>

24
addons/sale_crm/sale_crm_demo.xml
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@ -2,12 +2,12 @@
<openerp>
<data>
<record model="crm.case.section" id="crm.section_sales_department">
<record model="crm.case.section" id="sale_team.section_sales_department">
<field name="invoiced_forecast">52700</field>
<field name="invoiced_target">60000</field>
</record>
<record model="crm.case.section" id="crm.crm_case_section_1">
<record model="crm.case.section" id="sale_team.crm_case_section_1">
<field name="name">Indirect Sales</field>
<field name="code">IM</field>
<field name="invoiced_forecast">36000</field>
@ -21,7 +21,7 @@
<field name="company_id" ref="base.main_company"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="journal_id" ref="account.sales_journal"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="state">draft</field>
<field name="type">in_invoice</field>
<field name="account_id" ref="account.a_recv"/>
@ -69,7 +69,7 @@
<field name="company_id" ref="base.main_company"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="journal_id" ref="account.sales_journal"/>
<field name="section_id" ref="crm.crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="state">draft</field>
<field name="type">out_invoice</field>
<field name="account_id" ref="account.a_recv"/>
@ -98,32 +98,32 @@
<record id="sale.sale_order_1" model="sale.order">
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_2" model="sale.order">
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_3" model="sale.order">
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record id="sale.sale_order_4" model="sale.order">
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record id="sale.sale_order_5" model="sale.order">
<field name="section_id" ref="crm.crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_6" model="sale.order">
<field name="section_id" ref="crm.crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
</record>
<record id="sale.sale_order_7" model="sale.order">
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="date_confirm" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_8" model="sale.order">
<field name="section_id" ref="crm.crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
</record>
</data>

10
addons/sale_team/sale_team.py
View File

@ -37,6 +37,7 @@ class crm_case_section(osv.osv):
_inherits = {'mail.alias': 'alias_id'}
_order = "complete_name"
_period_number = 5
_alias_model_name = 'mail.message'
def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
return dict(self.name_get(cr, uid, ids, context=context))
@ -120,11 +121,18 @@ class crm_case_section(osv.osv):
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
create_context = dict(context, alias_model_name='res.user', alias_parent_model_name=self._name)
create_context = dict(context, alias_model_name=self._alias_model_name, alias_parent_model_name=self._name)
section_id = super(crm_case_section, self).create(cr, uid, vals, context=create_context)
section = self.browse(cr, uid, section_id, context=context)
self.pool.get('mail.alias').write(cr, uid, [section.alias_id.id], {'alias_parent_thread_id': section_id, 'alias_defaults': {'section_id': section_id, 'type': 'lead'}}, context=context)
return section_id
def unlink(self, cr, uid, ids, context=None):
# Cascade-delete mail aliases as well, as they should not exist without the sales team.
mail_alias = self.pool.get('mail.alias')
alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id]
res = super(crm_case_section, self).unlink(cr, uid, ids, context=context)
mail_alias.unlink(cr, uid, alias_ids, context=context)
return res
class res_users(osv.Model):
_inherit = 'res.users'

1
addons/sale_team/sale_team.xml
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@ -42,6 +42,7 @@
<field name="name"/>
<field name="user_id"/>
<field name="member_ids"/>
<field name="alias_id"/>
<field name="note"/>
<field name="color"/>
<templates>

11
addons/sale_team/sale_team_data.xml Normal file
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@ -0,0 +1,11 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_sales_department">
<field name="name">Direct Sales</field>
<field name="code">DM</field>
<field name="alias_name">sales</field>
<field name="member_ids" eval="[(4, ref('base.user_root'))]"/>
</record>
</data>
</openerp>

20
addons/sale_team/sale_team_demo.xml Normal file
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@ -0,0 +1,20 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="1">
<record id="section_sales_department" model="crm.case.section">
<field name="member_ids" eval="[(4, ref('base.user_demo'))]"/>
</record>
<record model="crm.case.section" id="crm_case_section_1">
<field name="name">Indirect Sales</field>
<field name="code">IM</field>
<field name="member_ids" eval="[(4, ref('base.user_root')),(4, ref('base.user_demo'))]"/>
</record>
<record model="crm.case.section" id="crm_case_section_2">
<field name="name">Marketing</field>
<field name="code">SPD</field>
<field name="member_ids" eval="[(4, ref('base.user_root')),(4, ref('base.user_demo'))]"/>
</record>
</data>
</openerp>

40
addons/sale_team/security/sale_team_security.xml Normal file
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@ -0,0 +1,40 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="0">
<record id="base.group_sale_salesman" model="res.groups">
<field name="name">User: Own Leads Only</field>
<field name="category_id" ref="base.module_category_sales_management"/>
<field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
<field name="comment">the user will have access to his own data in the sales application.</field>
</record>
<record id="base.group_sale_salesman_all_leads" model="res.groups">
<field name="name">User: All Leads</field>
<field name="category_id" ref="base.module_category_sales_management"/>
<field name="implied_ids" eval="[(4, ref('base.group_sale_salesman'))]"/>
<field name="comment">the user will have access to all records of everyone in the sales application.</field>
</record>
<record id="base.group_sale_manager" model="res.groups">
<field name="name">Manager</field>
<field name="comment">the user will have an access to the sales configuration as well as statistic reports.</field>
<field name="category_id" ref="base.module_category_sales_management"/>
<field name="implied_ids" eval="[(4, ref('base.group_sale_salesman_all_leads'))]"/>
<field name="users" eval="[(4, ref('base.user_root'))]"/>
</record>
<record model="res.users" id="base.user_root">
<field eval="[(4,ref('base.group_partner_manager'))]" name="groups_id"/>
</record>
<record model='ir.ui.menu' id='base.menu_base_partner'>
<field name="groups_id" eval="[(4,ref('base.group_sale_manager')),(4,ref('base.group_sale_salesman'))]"/>
</record>
<record model="ir.ui.menu" id="base.menu_base_config">
<field eval="[(4, ref('base.group_sale_manager'))]" name="groups_id"/>
</record>
</data>
</openerp>