Fabien Pinckaers
parent
45886d06d8
commit
96d86dff38
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@ -5,11 +5,17 @@
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"author" : "Tiny",
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"website" : "http://tinyerp.com/module_crm.html",
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"category" : "Generic Modules/CRM & SRM",
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"description": """ The Tiny ERP case and request tracker enables a group of
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people to intelligently and efficiently manage tasks, issues,
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and requests. It manages key tasks such as communication,
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identification, prioritization, assignment, resolution and notification.""",
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"depends" : ["crm","report_crm", "process", "account", "board_document"],
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"description": """
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The Tiny ERP case and request tracker enables a group of
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people to intelligently and efficiently manage tasks, issues,
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and requests. It manages key tasks such as communication,
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identification, prioritization, assignment, resolution and notification.
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This module provide screens like: jobs hiring process, leads, business
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opportunities, fund raising trackings, support & helpdesk, calendar of
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meetings, eso.
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""",
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"depends" : ["crm","report_crm", "process"],
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"init_xml" : [
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"crm_config_view.xml",
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"crm_bugs_view.xml",
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@ -21,24 +27,24 @@
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"crm_report_view.xml"
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],
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"demo_xml" : [
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"crm_bugs_demo.xml",
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"crm_fund_demo.xml",
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"crm_jobs_demo.xml",
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"crm_meeting_demo.xml",
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"crm_lead_demo.xml",
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"crm_opportunity_demo.xml",
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],
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# "crm_bugs_demo.xml",
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# "crm_fund_demo.xml",
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# "crm_jobs_demo.xml",
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# "crm_meeting_demo.xml",
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# "crm_lead_demo.xml",
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# "crm_opportunity_demo.xml",
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],
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"update_xml" : [
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"crm_bugs_data.xml",
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"crm_fund_data.xml",
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"crm_jobs_data.xml",
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"crm_meeting_data.xml",
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"crm_lead_data.xml",
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"crm_opportunity_data.xml",
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"crm_bugs_menu.xml", "crm_fund_menu.xml",
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"crm_jobs_menu.xml", "crm_opportunity_menu.xml",
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"crm_helpdesk_menu.xml", "crm_lead_menu.xml",
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"crm_meeting_menu.xml",
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# "crm_bugs_data.xml",
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# "crm_fund_data.xml",
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# "crm_jobs_data.xml",
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# "crm_meeting_data.xml",
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# "crm_lead_data.xml",
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# "crm_opportunity_data.xml",
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# "crm_bugs_menu.xml", "crm_fund_menu.xml",
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# "crm_jobs_menu.xml", "crm_opportunity_menu.xml",
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# "crm_helpdesk_menu.xml", "crm_lead_menu.xml",
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# "crm_meeting_menu.xml",
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"security/ir.model.access.csv",
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"process/crm_configuration_process.xml",
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],
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@ -1,78 +1,78 @@
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<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<!--
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Case Sections
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-->
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<record model="crm.case.section" id="section_support">
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<field name="name">Bug Tracking</field>
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<field name="code">BugSup</field>
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</record>
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<!--
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Case Sections
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-->
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<record model="crm.case.section" id="section_support">
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<field name="name">Bug Tracking</field>
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<field name="code">BugSup</field>
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</record>
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<!--
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Case Categories
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-->
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<!-- For Bugs -->
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<!--
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Case Categories
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-->
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<!-- For Bugs -->
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<record model="crm.case.categ" id="categ1">
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<field name="name">Bugs</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.categ" id="categ2">
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<field name="name">Patches</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.categ" id="categ3">
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<field name="name">Feature Requests</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.categ" id="categ1">
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<field name="name">Bugs</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.categ" id="categ2">
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<field name="name">Patches</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.categ" id="categ3">
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<field name="name">Feature Requests</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<!--
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Case Category2
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-->
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<!-- For Bugs -->
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<record model="crm.case.category2" id="category1">
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<field name="name">Version 4.2</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.category2" id="category2">
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<field name="name">Version 4.4</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<!--
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Case Category2
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-->
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<!-- For Bugs -->
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<record model="crm.case.category2" id="category1">
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<field name="name">Version 4.2</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.category2" id="category2">
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<field name="name">Version 4.4</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<!--
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Case Stage
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-->
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<!-- For Bugs -->
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<!--
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Case Stage
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-->
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<!-- For Bugs -->
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<record model="crm.case.stage" id="stage1">
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<field name="name">Accepted as Bug</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage2">
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<field name="name">Fixed</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage3">
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<field name="name">Won't fix</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage4">
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<field name="name">Invalid</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage5">
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<field name="name">Awaiting Response</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage6">
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<field name="name">Works For Me</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage7">
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<field name="name">Future</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage1">
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<field name="name">Accepted as Bug</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage2">
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<field name="name">Fixed</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage3">
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<field name="name">Won't fix</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage4">
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<field name="name">Invalid</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage5">
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<field name="name">Awaiting Response</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage6">
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<field name="name">Works For Me</field>
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<field name="section_id" ref="section_support"/>
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</record>
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<record model="crm.case.stage" id="stage7">
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<field name="name">Future</field>
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<field name="section_id" ref="section_support"/>
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</record>
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</data>
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</openerp>
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@ -97,17 +97,23 @@ class crm_menu_config_wizard(osv.osv_memory):
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'opportunity': lambda *args: True,
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}
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def action_create(self, cr, uid, ids, *args):
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for res in self.read(cr,uid,ids):
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res.__delitem__('id')
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# 'update'
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for section in res :
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if res[section]:
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file_name = 'crm_'+section+'_menu.xml'
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try:
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tools.convert_xml_import(cr, 'crm_configuration', tools.file_open(os.path.join('crm_configuration',file_name )), {}, 'init', *args)
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except Exception, e:
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raise osv.except_osv('Error !', e)
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modid = self.pool.get('ir.module.module').search(cr, uid, [('name','=','crm_configuration')])
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moddemo = self.pool.get('ir.module.module').browse(cr, uid, modid[0]).demo
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lst= ('data','menu')
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if moddemo:
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lst = ('data','menu','demo')
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res = self.read(cr,uid,ids)[0]
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for section in ['meeting','lead','opportunity','jobs','bugs','fund','helpdesk'] :
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if (not res[section]):
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continue
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for fname in lst:
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file_name = 'crm_'+section+'_'+fname+'.xml'
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try:
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fp = tools.file_open(os.path.join('crm_configuration',file_name ))
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except IOError, e:
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fp = None
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if fp:
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tools.convert_xml_import(cr, 'crm_configuration', fp, {}, 'init', *args)
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return {
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'view_type': 'form',
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"view_mode": 'form',
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@ -10,7 +10,7 @@
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Configure CRM Sections">
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<separator col="4" colspan="4" string="Install Pre-Configured Features"/>
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<separator colspan="4" string="Install Pre-Configured Features"/>
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<label colspan="4" align="0.0" string="The CRM module of OpenERP is able to manage any kind of relationship. But, as to help you to start quickly on the system, we configured a few of them for you."/>
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<newline/>
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<field name="meeting"/>
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@ -20,7 +20,9 @@
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<field name="bugs"/>
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<field name="fund"/>
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<field name="helpdesk"/>
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<separator colspan="4" string="Calendar Sharing"/>
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<field name="document_ics"/>
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<newline/>
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<group col="4" colspan="4">
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<button icon="gtk-cancel" name="action_cancel" type="object" special="cancel" string="Cancel"/>
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<button icon="gtk-go-forward" name="action_create" string="Next" type="object"/>
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@ -48,16 +50,16 @@
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<!-- graph view -->
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<record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
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<field name="name">CRM -Graph</field>
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<field name="model">crm.case</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
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<field name="stage_id"/>
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<field name="planned_cost" operator="+"/>
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<field name="planned_revenue" operator="+"/>
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</graph>
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</field>
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</record>
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</data>
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<field name="name">CRM -Graph</field>
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<field name="model">crm.case</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
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<field name="stage_id"/>
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<field name="planned_cost" operator="+"/>
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<field name="planned_revenue" operator="+"/>
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</graph>
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</field>
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</record>
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</data>
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</openerp>
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@ -1,113 +1,106 @@
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<?xml version="1.0" ?>
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<openerp>
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<data>
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<!--
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Process
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-->
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<data>
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<!--
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Process
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-->
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<record id="process_process_contractworkflow0" model="process.process">
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<field eval=""""Contracts flow for services companies."""" name="note"/>
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<field eval="1" name="active"/>
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<field eval=""""Contract Workflow"""" name="name"/>
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</record>
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<!--
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Process Node
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-->
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<record id="process_node_leads0" model="process.node">
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<field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_leads_all"/>
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<field name="model_id" ref="crm.model_crm_case"/>
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<field eval=""""subflow"""" name="kind"/>
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<field eval=""""Leads"""" name="name"/>
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<field eval=""""Premier Contact Leads"""" name="note"/>
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<field name="process_id" ref="process_process_contractworkflow0"/>
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<field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/>
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<field eval="1" name="flow_start"/>
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</record>
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<record id="process_node_opportunities0" model="process.node">
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<field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_oppor11"/>
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<field name="model_id" ref="crm.model_crm_case"/>
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<field eval=""""subflow"""" name="kind"/>
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<field eval=""""Opportunities"""" name="name"/>
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<field eval=""""Business Opportunities"""" name="note"/>
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<field name="process_id" ref="process_process_contractworkflow0"/>
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<field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/>
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<field eval="0" name="flow_start"/>
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</record>
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<record id="process_node_accord0" model="process.node">
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<field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_leads_all"/>
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<field name="model_id" ref="crm.model_crm_case"/>
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<field eval=""""state"""" name="kind"/>
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<field eval=""""Accord"""" name="name"/>
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<field eval=""""Accord Client Contract"""" name="note"/>
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<field name="process_id" ref="process_process_contractworkflow0"/>
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<field eval=""""object.state=='done'"""" name="model_states"/>
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<field eval="0" name="flow_start"/>
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</record>
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<record id="process_node_contractanalytic0" model="process.node">
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<field name="menu_id" ref="account.account_analytic_def_account"/>
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<field name="model_id" ref="account.model_account_analytic_account"/>
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<field eval=""""subflow"""" name="kind"/>
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<field eval=""""Contract Analytic"""" name="name"/>
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<field eval=""""Analytic accounts"""" name="note"/>
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<field name="process_id" ref="process_process_contractworkflow0"/>
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<field eval="0" name="flow_start"/>
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</record>
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<record id="process_node_contractpricelist0" model="process.node">
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<field name="menu_id" ref="product.menu_product_pricelist_action2"/>
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<field name="model_id" ref="product.model_product_pricelist"/>
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<field eval=""""subflow"""" name="kind"/>
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<field eval=""""Contract Pricelist"""" name="name"/>
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<field eval=""""Contract Volume (pricelist)"""" name="note"/>
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<field name="process_id" ref="process_process_contractworkflow0"/>
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<field eval="0" name="flow_start"/>
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</record>
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<!--
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Process Transition
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-->
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<record id="process_transition_leadopportunity0" model="process.transition">
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<field eval="[(6,0,[])]" name="role_ids"/>
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<field eval="[(6,0,[])]" name="transition_ids"/>
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<field eval=""""Lead Opportunity"""" name="name"/>
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<field eval=""""Creating business opportunities from leads"""" name="note"/>
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<field model="process.node" name="target_node_id" ref="process_node_opportunities0"/>
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<field model="process.node" name="source_node_id" ref="process_node_leads0"/>
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</record>
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<record id="process_transition_opportunitiesaccord0" model="process.transition">
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<field eval="[(6,0,[])]" name="role_ids"/>
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<field eval="[(6,0,[])]" name="transition_ids"/>
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<field eval=""""Opportunities Accord"""" name="name"/>
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<field eval=""""When leads are confirmed"""" name="note"/>
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<field model="process.node" name="target_node_id" ref="process_node_accord0"/>
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<field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
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</record>
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<record id="process_transition_accordanalytic0" model="process.transition">
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<field eval="[(6,0,[])]" name="role_ids"/>
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<field eval="[(6,0,[])]" name="transition_ids"/>
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<field eval=""""Accord Analytic"""" name="name"/>
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<field eval=""""Goes into the Analytic"""" name="note"/>
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<field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/>
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<field model="process.node" name="source_node_id" ref="process_node_accord0"/>
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</record>
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<record id="process_transition_accordpricelist0" model="process.transition">
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<field eval="[(6,0,[])]" name="role_ids"/>
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<field eval="[(6,0,[])]" name="transition_ids"/>
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<field eval=""""Accord Pricelist"""" name="name"/>
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<field eval=""""Goes into the Pricelist"""" name="note"/>
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<field model="process.node" name="target_node_id" ref="process_node_contractpricelist0"/>
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<field model="process.node" name="source_node_id" ref="process_node_accord0"/>
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</record>
|
||||
<field eval=""""Contracts flow for services companies."""" name="note"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval=""""Contract Workflow"""" name="name"/>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Process Node
|
||||
-->
|
||||
|
||||
<record id="process_node_leads0" model="process.node">
|
||||
<field name="model_id" ref="crm.model_crm_case"/>
|
||||
<field eval=""""subflow"""" name="kind"/>
|
||||
<field eval=""""Leads"""" name="name"/>
|
||||
<field eval=""""Premier Contact Leads"""" name="note"/>
|
||||
<field name="process_id" ref="process_process_contractworkflow0"/>
|
||||
<field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/>
|
||||
<field eval="1" name="flow_start"/>
|
||||
</record>
|
||||
|
||||
<record id="process_node_opportunities0" model="process.node">
|
||||
<field name="model_id" ref="crm.model_crm_case"/>
|
||||
<field eval=""""subflow"""" name="kind"/>
|
||||
<field eval=""""Opportunities"""" name="name"/>
|
||||
<field eval=""""Business Opportunities"""" name="note"/>
|
||||
<field name="process_id" ref="process_process_contractworkflow0"/>
|
||||
<field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/>
|
||||
<field eval="0" name="flow_start"/>
|
||||
</record>
|
||||
|
||||
<record id="process_node_accord0" model="process.node">
|
||||
<field name="model_id" ref="crm.model_crm_case"/>
|
||||
<field eval=""""state"""" name="kind"/>
|
||||
<field eval=""""Accord"""" name="name"/>
|
||||
<field eval=""""Accord Client Contract"""" name="note"/>
|
||||
<field name="process_id" ref="process_process_contractworkflow0"/>
|
||||
<field eval=""""object.state=='done'"""" name="model_states"/>
|
||||
<field eval="0" name="flow_start"/>
|
||||
</record>
|
||||
|
||||
<record id="process_node_contractanalytic0" model="process.node">
|
||||
<field eval=""""subflow"""" name="kind"/>
|
||||
<field eval=""""Contract Analytic"""" name="name"/>
|
||||
<field eval=""""Analytic Accounts"""" name="note"/>
|
||||
<field name="process_id" ref="process_process_contractworkflow0"/>
|
||||
<field eval="0" name="flow_start"/>
|
||||
</record>
|
||||
|
||||
<record id="process_node_contractpricelist0" model="process.node">
|
||||
<field eval=""""subflow"""" name="kind"/>
|
||||
<field eval=""""Contract Pricelist"""" name="name"/>
|
||||
<field eval=""""Contract Volume (pricelist)"""" name="note"/>
|
||||
<field name="process_id" ref="process_process_contractworkflow0"/>
|
||||
<field eval="0" name="flow_start"/>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Process Transition
|
||||
-->
|
||||
|
||||
<record id="process_transition_leadopportunity0" model="process.transition">
|
||||
<field eval="[(6,0,[])]" name="role_ids"/>
|
||||
<field eval="[(6,0,[])]" name="transition_ids"/>
|
||||
<field eval=""""Lead Opportunity"""" name="name"/>
|
||||
<field eval=""""Creating business opportunities from leads"""" name="note"/>
|
||||
<field model="process.node" name="target_node_id" ref="process_node_opportunities0"/>
|
||||
<field model="process.node" name="source_node_id" ref="process_node_leads0"/>
|
||||
</record>
|
||||
|
||||
<record id="process_transition_opportunitiesaccord0" model="process.transition">
|
||||
<field eval="[(6,0,[])]" name="role_ids"/>
|
||||
<field eval="[(6,0,[])]" name="transition_ids"/>
|
||||
<field eval=""""Opportunities Accord"""" name="name"/>
|
||||
<field eval=""""When leads are confirmed"""" name="note"/>
|
||||
<field model="process.node" name="target_node_id" ref="process_node_accord0"/>
|
||||
<field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
|
||||
</record>
|
||||
|
||||
<record id="process_transition_accordanalytic0" model="process.transition">
|
||||
<field eval="[(6,0,[])]" name="role_ids"/>
|
||||
<field eval="[(6,0,[])]" name="transition_ids"/>
|
||||
<field eval=""""Accord Analytic"""" name="name"/>
|
||||
<field eval=""""Goes into the Analytic"""" name="note"/>
|
||||
<field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/>
|
||||
<field model="process.node" name="source_node_id" ref="process_node_accord0"/>
|
||||
</record>
|
||||
|
||||
<record id="process_transition_accordpricelist0" model="process.transition">
|
||||
<field eval="[(6,0,[])]" name="role_ids"/>
|
||||
<field eval="[(6,0,[])]" name="transition_ids"/>
|
||||
<field eval=""""Accord Pricelist"""" name="name"/>
|
||||
<field eval=""""Goes into the Pricelist"""" name="note"/>
|
||||
<field model="process.node" name="target_node_id" ref="process_node_contractpricelist0"/>
|
||||
<field model="process.node" name="source_node_id" ref="process_node_accord0"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
|
|||
Loading…
Reference in New Issue