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[IMP] salesteams: add demo data 

bzr revid: chm@openerp.com-20130419103600-71j6munkzygnffe4
This commit is contained in:
Christophe Matthieu 2013-04-19 12:36:00 +02:00
parent 985d397c80
commit 57fdf11635
9 changed files with 61 additions and 63 deletions
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4
addons/crm/__openerp__.py
View File

@ -81,8 +81,6 @@ Dashboard for CRM will include:
'crm_lead_view.xml',
'crm_lead_menu.xml',
'crm_case_section_view.xml',
'crm_meeting_menu.xml',
'crm_phonecall_view.xml',
@ -97,6 +95,8 @@ Dashboard for CRM will include:
'board_crm_view.xml',
'res_config_view.xml',
'crm_case_section_view.xml',
],
'demo': [
'crm_demo.xml',

11
addons/crm/crm.py
View File

@ -19,6 +19,7 @@
#
##############################################################################
from openerp import tools
from openerp.osv import fields
from openerp.osv import osv
from openerp.tools.translate import _
@ -56,8 +57,6 @@ MONTHS = {
"annually": 12
}
_strftime = '%Y-%m-%d %H:%M:%S'
class crm_case_channel(osv.osv):
_name = "crm.case.channel"
_description = "Channels"
@ -139,9 +138,9 @@ class crm_case_section(osv.osv):
dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
nb_leads = []
for when in range(0, 5):
domain = [('type', '!=', 'opportunity'), ("section_id", "=", section.id), ('create_date', '>=', dates[when].strftime(_strftime))]
domain = [("section_id", "=", section.id), '|', ('type', '=', 'lead'), ('date_open', '!=', None), ('create_date', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
if when:
domain += [('create_date', '<', dates[when-1].strftime(_strftime))]
domain += [('create_date', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
nb_leads.append(lead_obj.search(cr, uid, domain, context=context, count=True))
nb_leads.reverse()
res[section.id] = nb_leads
@ -156,9 +155,9 @@ class crm_case_section(osv.osv):
dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
nb_leads = []
for when in range(0, 5):
domain = [('type', '=', 'opportunity'), ("section_id", "=", section.id), ('state', '!=', 'cancel'), ('date_closed', '>=', dates[when].strftime(_strftime))]
domain = [("section_id", "=", section.id), ('state', '=', 'done'), ('type', '=', 'opportunity'), ('date_closed', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
if when:
domain += [('date_closed', '<', dates[when-1].strftime(_strftime))]
domain += [('date_closed', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
rate = 0
opportunity_ids = lead_obj.search(cr, uid, domain, context=context)
for opportunity in lead_obj.browse(cr, uid, opportunity_ids, context=context):

4
addons/crm/crm_data.xml
View File

@ -27,8 +27,8 @@
</record>
<record model="crm.case.section" id="section_sales_department">
<field name="name">Sales</field>
<field name="code">Sales</field>
<field name="name">Direct Marketing</field>
<field name="code">DM</field>
<field name="use_leads">True</field>
<field name="member_ids" eval="[(4, ref('base.user_root'))]"/>
</record>

18
addons/crm/crm_demo.xml
View File

@ -7,9 +7,9 @@
</record>
<record model="crm.case.section" id="crm_case_section_1">
<field name="name">Sales Marketing Department</field>
<field name="code">SMD</field>
<field name="parent_id" ref="crm.section_sales_department"/>
<field name="name">Indirect Marketing</field>
<field name="code">IM</field>
<field name="target_duration">semesterly</field>
</record>
<record model="crm.case.section" id="crm_case_section_2">
@ -18,18 +18,6 @@
<field name="parent_id" ref="crm.section_sales_department"/>
</record>
<record model="crm.case.section" id="crm_case_section_3">
<field name="name">Direct Marketing</field>
<field name="code">DM</field>
<field name="parent_id" ref="crm.section_sales_department"/>
</record>
<record model="crm.case.section" id="crm_case_section_4">
<field name="name">Online Support</field>
<field name="code">OS</field>
<field name="parent_id" ref="crm.crm_case_section_2"/>
</record>
<record model="crm.segmentation" id="crm_segmentation0">
<field name="name">OpenERP partners</field>
<field name="exclusif">True</field>

61
addons/crm/crm_lead_demo.xml
View File

@ -20,7 +20,7 @@
<field name="categ_ids" eval="[(6, 0, [categ_oppor6])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">1</field>
<field name="section_id" ref="crm_case_section_4"/>
<field name="section_id" ref="crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hello,
@ -44,7 +44,7 @@ Can you send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor2])]"/>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">4</field>
<field name="section_id" ref="crm_case_section_3"/>
<field name="section_id" ref="crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
<field eval="1" name="active"/>
@ -63,7 +63,7 @@ Can you send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead2"/>
<field eval="1" name="active"/>
@ -82,7 +82,7 @@ Can you send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor5])]"/>
<field name="channel_id" ref=""/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="crm_case_section_1"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead7"/>
<field eval="1" name="active"/>
@ -133,7 +133,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3,categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_4"/>
<field name="section_id" ref="crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
<field eval="1" name="active"/>
@ -152,7 +152,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">5</field>
<field name="section_id" ref="crm_case_section_4"/>
<field name="section_id" ref="crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead7"/>
<field eval="1" name="active"/>
@ -197,6 +197,9 @@ Contact: +1 813 494 5005</field>
<field name="stage_id" ref="stage_lead1"/>
<field eval="1" name="active"/>
</record>
<record id="crm_case_9" model="crm.lead">
<field name="create_date" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="crm_case_10" model="crm.lead">
<field name="type">lead</field>
@ -211,7 +214,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_3"/>
<field name="section_id" ref="crm_case_section_2"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hi,
@ -235,7 +238,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_direct"/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead1"/>
<field eval="1" name="active"/>
@ -291,7 +294,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-25')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-12')" name="date_action"/>
<field name="title_action">Meeting for pricing information.</field>
<field name="section_id" ref="crm_case_section_3"/>
<field name="section_id" ref="section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field eval="1" name="active"/>
@ -317,7 +320,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-23')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Send Catalogue by Email</field>
<field name="section_id" ref="crm_case_section_4"/>
<field name="section_id" ref="section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field eval="1" name="active"/>
@ -326,7 +329,7 @@ Andrew</field>
<record id="crm_case_15" model="crm.lead">
<field name="type">opportunity</field>
<field name="name">Plan to buy RedHat servers</field>
<field eval="35000" name="planned_revenue"/>
<field eval="25000" name="planned_revenue"/>
<field eval="30.0" name="probability"/>
<field name="street">69 rue de Chimay</field>
<field name="country_id" ref="base.be"/>
@ -339,10 +342,11 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-12')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Call to ask system requirement</field>
<field name="section_id" ref="crm_case_section_3"/>
<field name="section_id" ref="section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="stage_id" ref="crm.stage_lead6"/>
<field eval="1" name="active"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="crm_case_16" model="crm.lead">
@ -367,6 +371,7 @@ Andrew</field>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead6"/>
<field eval="1" name="active"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="crm_case_17" model="crm.lead">
@ -388,10 +393,11 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-8')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-3')" name="date_action"/>
<field name="title_action">Send price list regarding our interventions</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field name="stage_id" ref="crm.stage_lead6"/>
<field eval="1" name="active"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="crm_case_18" model="crm.lead">
@ -412,7 +418,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-13')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-4')" name="date_action"/>
<field name="title_action">Call to define real needs about training</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field eval="1" name="active"/>
@ -438,8 +444,9 @@ Andrew</field>
<field name="title_action">Ask for the good receprion of the proposition</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="stage_id" ref="crm.stage_lead6"/>
<field eval="1" name="active"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=3)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="crm_case_20" model="crm.lead">
@ -468,10 +475,11 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_phone"/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_4"/>
<field name="section_id" ref="crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead8"/>
<field name="stage_id" ref="crm.stage_lead6"/>
<field eval="1" name="active"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="crm_case_22" model="crm.lead">
@ -486,7 +494,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_4"/>
<field name="section_id" ref="crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead8"/>
<field eval="1" name="active"/>
@ -504,14 +512,15 @@ Andrew</field>
<field name="priority">5</field>
<field name="section_id" ref="section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead5"/>
<field name="stage_id" ref="crm.stage_lead6"/>
<field eval="1" name="active"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="crm_case_24" model="crm.lead">
<field name="type">opportunity</field>
<field name="name">Need 20 Days of Consultancy</field>
<field eval="5025" name="planned_revenue"/>
<field eval="6025" name="planned_revenue"/>
<field eval="90.0" name="probability"/>
<field name="email_from">info@mycompany.net</field>
<field name="country_id" ref="base.pe"/>
@ -525,6 +534,7 @@ Andrew</field>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead6"/>
<field eval="1" name="active"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(month=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="crm_case_25" model="crm.lead">
@ -544,7 +554,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="priority">2</field>
<field name="title_action">Conf call with technical service</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="crm_case_section_1"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field eval="1" name="active"/>
@ -569,10 +579,11 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-23')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Send Catalogue by Email</field>
<field name="section_id" ref="crm_case_section_4"/>
<field name="section_id" ref="crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field name="stage_id" ref="crm.stage_lead6"/>
<field eval="1" name="active"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<!-- Unsubscribe Admin from case15, subscribe Demo -->

6
addons/crm/crm_phonecall_demo.xml
View File

@ -37,7 +37,7 @@
<field name="name">Ask for convenient time of meeting</field>
<field name="state">open</field>
<field name="partner_phone">+1 786 525 0724</field>
<field name="section_id" ref="crm.crm_case_section_3"/>
<field name="section_id" ref="crm.crm_case_section_2"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="5.0" name="duration"/>
@ -50,7 +50,7 @@
<field name="state">done</field>
<field name="partner_phone">(077) 582-4035</field>
<field name="partner_mobile">(077) 341-3591</field>
<field name="section_id" ref="crm.crm_case_section_4"/>
<field name="section_id" ref="crm.crm_case_section_2"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="5.45" name="duration"/>
@ -74,7 +74,7 @@
<field name="name">Proposal for discount offer</field>
<field name="state">open</field>
<field name="partner_phone">+34 230 953 485</field>
<field name="section_id" ref="crm.crm_case_section_3"/>
<field name="section_id" ref="crm.crm_case_section_2"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="8.56" name="duration"/>

2
addons/sale/sale_demo.xml
View File

@ -288,6 +288,8 @@
</record>
<!-- Confirm some Sale Orders-->
<workflow action="order_confirm" model="sale.order" ref="sale_order_4"/>
<workflow action="order_confirm" model="sale.order" ref="sale_order_7"/>
<record id="message_sale_1" model="mail.message">

2
addons/sale_crm/__openerp__.py
View File

@ -47,7 +47,7 @@ modules.
'security/ir.model.access.csv',
'report/sale_crm_account_invoice_report_view.xml',
],
'demo': [],
'demo': ['sale_crm_demo.xml'],
'test': ['test/sale_crm.yml'],
'installable': True,
'auto_install': True,

16
addons/sale_crm/sale_crm.py
View File

@ -20,6 +20,7 @@
##############################################################################
from datetime import date
from openerp import tools
from dateutil.relativedelta import relativedelta
from openerp.osv import osv, fields
@ -30,9 +31,6 @@ MONTHS = {
"annually": 12
}
_strftime = '%Y-%m-%d %H:%M:%S'
class sale_order(osv.osv):
_inherit = 'sale.order'
_columns = {
@ -54,9 +52,9 @@ class crm_case_section(osv.osv):
dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
rate_invoice = []
for when in range(0, 5):
domain = [("section_id", "=", section.id), ('state', 'in', ['draft', 'sent']), ('date_order', '>=', dates[when].strftime(_strftime))]
domain = [("section_id", "=", section.id), ('state', 'in', ['draft', 'sent']), ('date_order', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
if when:
domain += [('date_order', '<', dates[when-1].strftime(_strftime))]
domain += [('date_order', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
rate = 0
opportunity_ids = obj.search(cr, uid, domain, context=context)
for invoice in obj.browse(cr, uid, opportunity_ids, context=context):
@ -75,9 +73,9 @@ class crm_case_section(osv.osv):
dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
rate_invoice = []
for when in range(0, 5):
domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'sent']), ('date_confirm', '>=', dates[when].strftime(_strftime))]
domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'sent']), ('date_confirm', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
if when:
domain += [('date_confirm', '<', dates[when-1].strftime(_strftime))]
domain += [('date_confirm', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
rate = 0
opportunity_ids = obj.search(cr, uid, domain, context=context)
for invoice in obj.browse(cr, uid, opportunity_ids, context=context):
@ -96,9 +94,9 @@ class crm_case_section(osv.osv):
dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
rate_invoice = []
for when in range(0, 5):
domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', dates[when].strftime(_strftime))]
domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
if when:
domain += [('date', '<', dates[when-1].strftime(_strftime))]
domain += [('date', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
rate = 0
opportunity_ids = obj.search(cr, uid, domain, context=context)
for invoice in obj.browse(cr, uid, opportunity_ids, context=context):