[REM]: crm: Removed fundraising from crm

[ADD]: crm_fundraising: Added new module for fundraising

bzr revid: rpa@tinyerp.com-20100428111014-v9ruvr62t3pjr7gs
This commit is contained in:
rpa (Open ERP) 2010-04-28 16:40:14 +05:30
parent 4e4300c443
commit 6f33cfb8b5
16 changed files with 141 additions and 68 deletions

View File

@ -27,9 +27,6 @@ import crm_meeting
import crm_opportunity
import crm_lead
import crm_phonecall
import crm_claim
import crm_fundraising
import crm_helpdesk
import report
import wizard

View File

@ -26,7 +26,7 @@
'category': 'Generic Modules/CRM & SRM',
'description': """The generic Open ERP Customer Relationship Management
system enables a group of people to intelligently and efficiently manage
leads, opportunities, claims, meeting, phonecall etc.
leads, opportunities, meeting, phonecall etc.
It manages key tasks such as communication, identification, prioritization,
assignment, resolution and notification.
@ -55,13 +55,10 @@ between mails and Open ERP.""",
'init_xml': [
'crm_data.xml',
'crm_meeting_data.xml',
'crm_claims_data.xml',
'crm_fund_data.xml',
'crm_helpdesk_data.xml',
'crm_lead_data.xml',
'crm_meeting_data.xml',
'crm_opportunity_data.xml',
'crm_phonecall_data.xml',
'crm_lead_data.xml',
'crm_meeting_data.xml',
'crm_opportunity_data.xml',
'crm_phonecall_data.xml',
],
'update_xml': [
@ -82,49 +79,37 @@ between mails and Open ERP.""",
'crm_action_rule_view.xml',
'crm_lead_view.xml',
'crm_lead_menu.xml',
'crm_meeting_view.xml',
'crm_meeting_menu.xml',
'crm_phonecall_view.xml',
'crm_phonecall_menu.xml',
'crm_opportunity_view.xml',
'crm_opportunity_menu.xml',
'crm_fund_view.xml',
'crm_fund_menu.xml',
'crm_claims_view.xml',
'crm_claims_menu.xml',
'crm_helpdesk_view.xml',
'crm_helpdesk_menu.xml',
'security/crm_security.xml',
'security/ir.model.access.csv',
'report/crm_report_view.xml',
'report/crm_claim_report_view.xml',
'report/crm_lead_report_view.xml',
'report/crm_fundraising_report_view.xml',
'report/crm_opportunity_report_view.xml' ,
'report/crm_phonecall_report_view.xml',
'process/crm_configuration_process.xml',
],
'demo_xml': [
'test/test_crm_meeting.yml',
'crm_demo.xml',
'crm_claims_demo.xml',
'crm_fund_demo.xml',
'crm_helpdesk_demo.xml',
'crm_lead_demo.xml',
'crm_meeting_demo.xml',
'crm_opportunity_demo.xml',
'crm_phonecall_demo.xml'
],
'test': ['test/test_crm_lead.yml',
'test/test_crm_meeting.yml',
'test/test_crm_opportunity.yml',
'test/test_crm_phonecall.yml',
'test/test_crm_fund.yml',
'test/test_crm_claim.yml',
'test/test_crm_helpdesk.yml',
],
'installable': True,
'active': False,

View File

@ -21,12 +21,9 @@
#import report_businessopp
import crm_report
import crm_claim_report
import crm_lead_report
import crm_phonecall_report
import crm_fundraising_report
import crm_opportunity_report
import crm_helpdesk_report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

View File

@ -5,9 +5,6 @@
"access_crm_case_categ","crm.case.categ","model_crm_case_categ","crm.group_crm_user",1,0,0,0
"access_crm_case_manger","crm.case manager","model_crm_case","crm.group_crm_user",1,1,1,1
"access_crm_case","crm.case","model_crm_case","crm.group_crm_manager",1,1,1,1
"access_crm_claim","crm.claim","model_crm_claim","crm.group_crm_manager",1,1,1,1
"access_crm_fundraising","crm.fundraising","model_crm_fundraising","crm.group_crm_manager",1,1,1,1
"access_crm_helpdesk","crm.helpdesk","model_crm_helpdesk","crm.group_crm_manager",1,1,1,1
"access_crm_meeting","crm.meeting","model_crm_meeting","crm.group_crm_manager",1,1,1,1
"access_crm_lead","crm.lead","model_crm_lead","crm.group_crm_manager",1,1,1,1
"access_crm_opportunity","crm.opportunity","model_crm_opportunity","crm.group_crm_manager",1,1,1,1
@ -26,8 +23,6 @@
"access_crm_case_resource_type_manager","crm_case_resource_type manager","model_crm_case_resource_type","crm.group_crm_manager",1,1,1,1
"access_crm_case_report_user","crm.case.report","model_crm_case_report","crm.group_crm_user",1,0,0,0
"access_crm_case_report_manager","crm.case.report manager","model_crm_case_report","crm.group_crm_manager",1,1,1,1
"access_crm_claim_report_user","crm.claim.report","model_crm_claim_report","crm.group_crm_user",1,0,0,0
"access_crm_fundraising_report_user","crm.fundraising.report","model_crm_fundraising_report","crm.group_crm_user",1,0,0,0
"access_crm_lead_report_user","crm.lead.report","model_crm_lead_report","crm.group_crm_user",1,0,0,0
"access_crm_phonecall_report_user","crm.phonecall.report","model_crm_phonecall_report","crm.group_crm_user",1,0,0,0
"access_crm_opportunity_report_user","crm.opportunity.report","model_crm_opportunity_report","crm.group_crm_user",1,0,0,0
@ -38,7 +33,6 @@
"access_crm_phonecall2phonecall","crm.phonecall2phonecall","model_crm_phonecall2phonecall","crm.group_crm_user",1,1,1,1
"access_crm_phonecall2partner","crm.phonecall2partner","model_crm_phonecall2partner","crm.group_crm_user",1,1,1,1
"access_crm_phonecall2opportunity","crm.phonecall2opportunity","model_crm_phonecall2opportunity","crm.group_crm_user",1,1,1,1
"access_report_crm_helpdesk","report.crm.helpdesk","model_crm_helpdesk_report","crm.group_crm_user",1,1,1,1
"access_crm_send_mail","crm.send.mail","model_crm_send_mail","crm.group_crm_user",1,1,1,1
"access_crm_partner2opportunity","crm.partner2opportunity","model_crm_partner2opportunity","crm.group_crm_user",1,1,1,1
"access_crm_lead2opportunity_partner","crm.lead2opportunity.partner","model_crm_lead2opportunity_partner","crm.group_crm_user",1,1,1,1

1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
5 access_crm_case_categ crm.case.categ model_crm_case_categ crm.group_crm_user 1 0 0 0
6 access_crm_case_manger crm.case manager model_crm_case crm.group_crm_user 1 1 1 1
7 access_crm_case crm.case model_crm_case crm.group_crm_manager 1 1 1 1
access_crm_claim crm.claim model_crm_claim crm.group_crm_manager 1 1 1 1
access_crm_fundraising crm.fundraising model_crm_fundraising crm.group_crm_manager 1 1 1 1
access_crm_helpdesk crm.helpdesk model_crm_helpdesk crm.group_crm_manager 1 1 1 1
8 access_crm_meeting crm.meeting model_crm_meeting crm.group_crm_manager 1 1 1 1
9 access_crm_lead crm.lead model_crm_lead crm.group_crm_manager 1 1 1 1
10 access_crm_opportunity crm.opportunity model_crm_opportunity crm.group_crm_manager 1 1 1 1
23 access_crm_case_resource_type_manager crm_case_resource_type manager model_crm_case_resource_type crm.group_crm_manager 1 1 1 1
24 access_crm_case_report_user crm.case.report model_crm_case_report crm.group_crm_user 1 0 0 0
25 access_crm_case_report_manager crm.case.report manager model_crm_case_report crm.group_crm_manager 1 1 1 1
access_crm_claim_report_user crm.claim.report model_crm_claim_report crm.group_crm_user 1 0 0 0
access_crm_fundraising_report_user crm.fundraising.report model_crm_fundraising_report crm.group_crm_user 1 0 0 0
26 access_crm_lead_report_user crm.lead.report model_crm_lead_report crm.group_crm_user 1 0 0 0
27 access_crm_phonecall_report_user crm.phonecall.report model_crm_phonecall_report crm.group_crm_user 1 0 0 0
28 access_crm_opportunity_report_user crm.opportunity.report model_crm_opportunity_report crm.group_crm_user 1 0 0 0
33 access_crm_phonecall2phonecall crm.phonecall2phonecall model_crm_phonecall2phonecall crm.group_crm_user 1 1 1 1
34 access_crm_phonecall2partner crm.phonecall2partner model_crm_phonecall2partner crm.group_crm_user 1 1 1 1
35 access_crm_phonecall2opportunity crm.phonecall2opportunity model_crm_phonecall2opportunity crm.group_crm_user 1 1 1 1
access_report_crm_helpdesk report.crm.helpdesk model_crm_helpdesk_report crm.group_crm_user 1 1 1 1
36 access_crm_send_mail crm.send.mail model_crm_send_mail crm.group_crm_user 1 1 1 1
37 access_crm_partner2opportunity crm.partner2opportunity model_crm_partner2opportunity crm.group_crm_user 1 1 1 1
38 access_crm_lead2opportunity_partner crm.lead2opportunity.partner model_crm_lead2opportunity_partner crm.group_crm_user 1 1 1 1

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@ -0,0 +1,26 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 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 Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm_fundraising
import report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

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@ -0,0 +1,48 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 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 Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
{
'name': 'CRM Fundraising',
'version': '1.0',
'category': 'Generic Modules/CRM & SRM',
'description': """Fundraising""",
'author': 'Tiny',
'website': 'http://www.openerp.com',
'depends': ['crm'],
'init_xml': [
'crm_fundraising_data.xml',
],
'update_xml': [
'crm_fundraising_view.xml',
'crm_fundraising_menu.xml',
'security/ir.model.access.csv',
'report/crm_fundraising_report_view.xml',
],
'demo_xml': [
'crm_fundraising_demo.xml',
],
'installable': True,
'active': False,
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

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@ -20,7 +20,7 @@
##############################################################################
from osv import fields, osv, orm
import crm
from crm import crm
class crm_fundraising(osv.osv):
""" Fund Raising Cases """
@ -73,5 +73,3 @@ class crm_fundraising(osv.osv):
}
crm_fundraising()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

View File

@ -6,25 +6,25 @@
<record model="crm.case.categ" id="categ_fund1">
<field name="name">Social Rehabilitation And Rural Upliftment</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_fund2">
<field name="name">Learning And Education</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_fund3">
<field name="name">Healthcare</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_fund4">
<field name="name">Arts And Culture</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
@ -32,25 +32,25 @@
<record model="crm.case.resource.type" id="type_fund1">
<field name="name">Cash</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_fund2">
<field name="name">Cheque</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_fund3">
<field name="name">Credit Card</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_fund4">
<field name="name">Demand Draft</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>

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@ -12,7 +12,7 @@
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="250000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-01 10:35:50')" name="date"/>
<field name="categ_id" ref="categ_fund1"/>
<field eval="&quot;Helping Street Children&quot;" name="name"/>
@ -30,7 +30,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;draft&quot;" name="state"/>
<field eval="2000000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-05 12:35:50')" name="date"/>
<field eval="8.0" name="duration"/>
<field name="categ_id" ref="categ_fund1"/>
@ -48,7 +48,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="500000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-07 13:50:50')" name="date"/>
<field name="categ_id" ref="categ_fund2"/>
<field eval="&quot;Donating books to school libraries&quot;" name="name"/>
@ -65,7 +65,7 @@
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;draft&quot;" name="state"/>
<field eval="1000000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-12 15:10:50')" name="date"/>
<field name="categ_id" ref="categ_fund2"/>
<field eval="4.3" name="duration"/>
@ -82,7 +82,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="5000000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-17 19:00:15')" name="date"/>
<field eval="3" name="duration"/>
<field name="categ_id" ref="categ_fund3"/>
@ -99,7 +99,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;done&quot;" name="state"/>
<field eval="10000000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-27 09:00:15')" name="date"/>
<field eval="12" name="duration"/>
<field name="categ_id" ref="categ_fund3"/>
@ -118,7 +118,7 @@
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;draft&quot;" name="state"/>
<field eval="10000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-01 10:00:15')" name="date"/>
<field name="categ_id" ref="categ_fund4"/>
<field eval="&quot;Encouraging arts&quot;" name="name"/>
@ -136,7 +136,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="800000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-24 22:00:15')" name="date"/>
<field name="categ_id" ref="categ_fund4"/>
<field eval="&quot;Promoting cultural programs and preserving dying art forms&quot;" name="name"/>

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@ -12,29 +12,29 @@
<field name="name">Funds</field>
<field name="res_model">crm.fundraising</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm.crm_case_tree_view_fund"/>
<field name="search_view_id" ref="crm.view_crm_case_fund_filter"/>
<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
<field name="search_view_id" ref="crm_fundraising.view_crm_case_fund_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_fundraising.crm_case_category_act_fund_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
<field name="view_id" ref="crm_fundraising.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_fundraising.crm_case_category_act_fund_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all1">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
<field name="view_id" ref="crm_fundraising.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_fundraising.crm_case_category_act_fund_all1"/>
</record>
<menuitem name="Fund Raising" id="menu_crm_case_fund_raise"

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@ -197,7 +197,7 @@
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4"
string="Reply to Last Email"
name="%(action_crm_send_mail)d"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.fundraising'}"
icon="gtk-undo" type="action" />
</form>
@ -208,7 +208,7 @@
</tree>
</field>
<button colspan="4" string="Send New Email"
name="%(action_crm_send_mail)d"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.fundraising'}"
icon="gtk-go-forward" type="action" />
</page>

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@ -0,0 +1,25 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 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 Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm_fundraising_report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

View File

@ -33,7 +33,7 @@
<record id="view_report_crm_fundraising_form" model="ir.ui.view">
<field name="name">crm.fundraising.report.form</field>
<field name="model">crm.fundraising.report</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="inherit_id" ref="crm.view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
@ -65,7 +65,7 @@
<record id="view_report_crm_fundraising_filter" model="ir.ui.view">
<field name="name">crm.fundraising.report.select</field>
<field name="model">crm.fundraising.report</field>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="inherit_id" ref="crm.view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<data>

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"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
"access_crm_fundraising","crm.fundraising","model_crm_fundraising","crm.group_crm_manager",1,1,1,1
"access_crm_fundraising_report_user","crm.fundraising.report","model_crm_fundraising_report","crm.group_crm_user",1,0,0,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_crm_fundraising crm.fundraising model_crm_fundraising crm.group_crm_manager 1 1 1 1
3 access_crm_fundraising_report_user crm.fundraising.report model_crm_fundraising_report crm.group_crm_user 1 0 0 0