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bzr revid: fp@tinyerp.com-20081102153856-q33sqafrirsyu7ew
This commit is contained in:
Fabien Pinckaers 2008-11-02 16:38:56 +01:00
parent 11bdcff4c2
commit 62e890eded
6 changed files with 311 additions and 0 deletions
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13
addons/crm_configuration/crm_helpdesk_data.xml Normal file
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<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!--
Case Sections
-->
<record model="crm.case.section" id="section_support_help">
<field name="name">HelpDesk</field>
<field name="code">HD</field>
</record>
</data>
</openerp>

6
addons/crm_configuration/crm_helpdesk_demo.xml Normal file
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<?xml version="1.0"?>
<openerp>
<data noupdate="1">
</data>
</openerp>

114
addons/crm_configuration/wizard/wizard_opportunity_set.py Normal file
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# -*- encoding: utf-8 -*-
##############################################################################
#
# Copyright (c) 2005-2006 TINY SPRL. (http://tiny.be) All Rights Reserved.
#
# $Id: makesale.py 1183 2005-08-23 07:43:32Z pinky $
#
# WARNING: This program as such is intended to be used by professional
# programmers who take the whole responsability of assessing all potential
# consequences resulting from its eventual inadequacies and bugs
# End users who are looking for a ready-to-use solution with commercial
# garantees and support are strongly adviced to contract a Free Software
# Service Company
#
# This program is Free Software; you can redistribute it and/or
# modify it under the terms of the GNU General Public License
# as published by the Free Software Foundation; either version 2
# of the License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program; if not, write to the Free Software
# Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA.
#
##############################################################################
from mx.DateTime import now
import wizard
import netsvc
import ir
import pooler
case_form = """<?xml version="1.0"?>
<form string="Convert To Opportunity">
<field name="name"/>
<newline/>
<field name="planned_revenue"/>
<field name="probability"/>
</form>"""
case_fields = {
'name': {'type':'char', 'size':64, 'string':'Opportunity Summary'},
'planned_revenue': {'type':'float', 'digits':(16,2), 'string': 'Expected Revenue'},
'probability': {'type':'float', 'digits':(16,2), 'string': 'Success Probability'},
}
class make_opportunity(wizard.interface):
def _selectopportunity(self, cr, uid, data, context):
pool = pooler.get_pool(cr.dbname)
case_obj = pool.get('crm.case')
for case in case_obj.browse(cr, uid, data['ids']):
if not case.partner_id:
raise wizard.except_wizard("Warning !",
_('You must assign a partner to this lead before converting to opportunity.\n' \
'You can use the convert to partner button.'))
return {'name': case.name, 'probability': case.probability or 20.0, 'planned_revenue':case.planned_revenue}
def _makeOrder(self, cr, uid, data, context):
pool = pooler.get_pool(cr.dbname)
section_obj = pool.get('crm.case.section')
data_obj = pool.get('ir.model.data')
id = section_obj.search(cr, uid, [('code','=','oppor')], context=context)
if not id:
raise wizard.except_wizard(_("Error !"),
_('You did not installed the opportunities tracking when you configured the crm_configuration module.' \
'\nI can not convert the lead to an opportunity, you must create a section with the code \'oppor\'.'
))
id = id[0]
id2 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_form_view_oppor')
if id2:
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
case_obj = pool.get('crm.case')
case_obj.write(cr, uid, data['ids'], {
'section_id': id,
'name': data['form']['name'],
'planned_revenue': data['form']['planned_revenue'],
'probability': data['form']['probability'],
})
value = {
'domain': "[]",
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.case',
'res_id': int(data['ids'][0]),
'view_id': False,
'views': [(id2,'form'),(False,'tree'),(False,'calendar'),(False,'graph')],
'type': 'ir.actions.act_window',
}
return value
states = {
'init': {
'actions': [_selectopportunity],
'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Opportunity', 'gtk-go-forward')]}
},
'confirm': {
'actions': [],
'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
}
}
make_opportunity('crm.case.opportunity_set')

113
addons/crm_configuration/wizard/wizard_partner_create.py Normal file
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# -*- encoding: utf-8 -*-
##############################################################################
#
# Copyright (c) 2005-2006 TINY SPRL. (http://tiny.be) All Rights Reserved.
#
# $Id: makesale.py 1183 2005-08-23 07:43:32Z pinky $
#
# WARNING: This program as such is intended to be used by professional
# programmers who take the whole responsability of assessing all potential
# consequences resulting from its eventual inadequacies and bugs
# End users who are looking for a ready-to-use solution with commercial
# garantees and support are strongly adviced to contract a Free Software
# Service Company
#
# This program is Free Software; you can redistribute it and/or
# modify it under the terms of the GNU General Public License
# as published by the Free Software Foundation; either version 2
# of the License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program; if not, write to the Free Software
# Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA.
#
##############################################################################
from mx.DateTime import now
import wizard
import netsvc
import ir
import pooler
case_form = """<?xml version="1.0"?>
<form string="Convert To Partner">
<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
<label string="You may have to verify that this partner does not exist already." colspan="4"/>
<field name="close"/>
</form>"""
case_fields = {
'close': {'type':'boolean', 'string':'Close Lead'}
}
class make_partner(wizard.interface):
def _selectPartner(self, cr, uid, data, context):
pool = pooler.get_pool(cr.dbname)
case_obj = pool.get('crm.case')
for case in case_obj.browse(cr, uid, data['ids']):
if case.partner_id:
raise wizard.except_wizard("Warning !",
_('A partner is already defined on this lead.'))
return {}
def _makeOrder(self, cr, uid, data, context):
pool = pooler.get_pool(cr.dbname)
case_obj = pool.get('crm.case')
partner_obj = pool.get('res.partner')
contact_obj = pool.get('res.partner.address')
for case in case_obj.browse(cr, uid, data['ids']):
partner_id = partner_obj.create(cr, uid, {
'name': case.partner_name or case.name,
'user_id': case.user_id.id,
'comment': case.note,
})
contact_id = contact_obj.create(cr, uid, {
'partner_id': partner_id,
'name': case.partner_name2,
'phone': case.partner_phone,
'mobile': case.partner_mobile,
'email': case.email_from
})
case_obj.write(cr, uid, data['ids'], {
'partner_id': partner_id,
'partner_address_id': contact_id
})
if data['form']['close']:
case_obj.case_close(cr, uid, data['ids'])
value = {
'domain': "[]",
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'res.partner',
'res_id': int(partner_id),
'view_id': False,
'type': 'ir.actions.act_window',
}
return value
states = {
'init': {
'actions': [_selectPartner],
'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Partner', 'gtk-go-forward')]}
},
'confirm': {
'actions': [],
'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
}
}
make_partner('crm.case.partner_create')
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

46
addons/document_ics/document_demo.xml Normal file
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<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="document.directory" id="dir_calendars">
<field name="name">Calendars</field>
</record>
<record model="document.directory.content" id="dir_content_calendar">
<field name="name">Calendars</field>
<field name="suffix">meetings</field>
<field name="directory_id" ref="dir_calendars"/>
<field name="extension">.ics</field>
<field name="include_name" eval="False"/>
<field name="ics_object_id" ref="crm.model_crm_case"/>
<field name="ics_domain">[('section_id','=','Calendar')]</field>
</record>
<record model="document.directory.ics.fields" id="dir_field1">
<field name="name">dtstart</field>
<field name="field_id" ref="crm.field_crm_case_date"/>
<field name="content_id" ref="dir_content_calendar"/>
</record>
<record model="document.directory.ics.fields" id="dir_field2">
<field name="name">summary</field>
<field name="field_id" ref="crm.field_crm_case_name"/>
<field name="content_id" ref="dir_content_calendar"/>
</record>
<record model="document.directory.ics.fields" id="dir_field3">
<field name="name">uid</field>
<field name="field_id" ref="field_crm_case_code"/>
<field name="content_id" ref="dir_content_calendar"/>
</record>
<record model="document.directory.ics.fields" id="dir_field4">
<field name="name">description</field>
<field name="field_id" ref="crm_configuration.field_crm_case_note"/>
<field name="content_id" ref="dir_content_calendar"/>
</record>
<record model="document.directory.ics.fields" id="dir_field5">
<field name="name">url</field>
<field name="field_id" ref="crm.field_crm_case_email_from"/>
<field name="content_id" ref="dir_content_calendar"/>
</record>
</data>
</openerp>

19
addons/sale_crm/sale_crm_view.xml Normal file
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<?xml version="1.0"?>
<openerp>
<data>
<record model="ir.ui.view" id="crm_case_form_view_oppor">
<field name="name">CRM - Opportunities - Quote Inherit</field>
<field name="model">crm.case</field>
<field name="type">form</field>
<field name="inherit_id" ref="crm_configuration.crm_case_form_view_oppor"/>
<field name="arch" type="xml">
<field name="user_id" position="after">
<button string="Convert to Quote" icon="terp-sale" name="%(sale_crm_wizard)d" type="action"/>
</field>
</field>
</record>
</data>
</openerp>