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[REM]:crm: remove section_id and set the sales_department 

bzr revid: sbh@tinyerp.com-20100112073202-gu1u7xyhzb8bzwyi
This commit is contained in:
sbh (Open ERP) 2010-01-12 13:02:02 +05:30
parent cf92082b96
commit a53ea67391
7 changed files with 70 additions and 70 deletions
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24
addons/crm/crm_claims_data.xml
View File

@ -1,25 +1,21 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support_claims">
<field name="name">Claims</field>
<field name="code">Claim</field>
</record>
<!--
Claims Categories
-->
<record model="crm.claim.categ" id="categ_claim1">
<field name="name">Factual Claims</field>
<field name="section_id" ref="section_support_claims"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.claim.categ" id="categ_claim2">
<field name="name">Value Claims</field>
<field name="section_id" ref="section_support_claims"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.claim.categ" id="categ_claim3">
<field name="name">Policy Claims</field>
<field name="section_id" ref="section_support_claims"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<!--
@ -27,11 +23,11 @@
-->
<record model="crm.case.category2" id="category_claim1">
<field name="name">Corrective</field>
<field name="section_id" ref="section_support_claims"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="category_claim2">
<field name="name">Preventive</field>
<field name="section_id" ref="section_support_claims"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<!--
@ -39,23 +35,23 @@
-->
<record model="crm.case.stage" id="stage_claim1">
<field name="name">Accepted as Claim</field>
<field name="section_id" ref="section_support_claims"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_claim2">
<field name="name">Fixed</field>
<field name="section_id" ref="section_support_claims"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_claim3">
<field name="name">Won't fix</field>
<field name="section_id" ref="section_support_claims"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_claim4">
<field name="name">Invalid</field>
<field name="section_id" ref="section_support_claims"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_claim5">
<field name="name">Awaiting Response</field>
<field name="section_id" ref="section_support_claims"/>
<field name="section_id" ref="section_sales_department"/>
</record>
</data>
</openerp>

4
addons/crm/crm_data.xml
View File

@ -35,6 +35,10 @@
</data>
<data noupdate="1">
<record model="crm.case.section" id="section_sales_department">
<field name="name">Sales Department</field>
<field name="code">Sales</field>
</record>
<record id="event_type_case_create" model="res.partner.event.type">
<field eval="False" name="active"/>

20
addons/crm/crm_fund_data.xml
View File

@ -1,53 +1,53 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support4">
<!-- <record model="crm.case.section" id="section_support4">
<field name="name">Fund Raising</field>
<field name="code">funds</field>
</record>
</record>-->
<!-- FUNDRAISING CATEGORY(categ_id) -->
<record model="crm.fundraising.categ" id="categ_fund1">
<field name="name">Social Rehabilitation And Rural Upliftment</field>
<field name="section_id" ref="section_support4"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.fundraising.categ" id="categ_fund2">
<field name="name">Learning And Education</field>
<field name="section_id" ref="section_support4"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.fundraising.categ" id="categ_fund3">
<field name="name">Healthcare</field>
<field name="section_id" ref="section_support4"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.fundraising.categ" id="categ_fund4">
<field name="name">Arts And Culture</field>
<field name="section_id" ref="section_support4"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<!-- CASE CATEGORY2(category2_id) -->
<record model="crm.case.category2" id="categ2_fund1">
<field name="name">Cash</field>
<field name="section_id" ref="section_support4"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="categ2_fund2">
<field name="name">Cheque</field>
<field name="section_id" ref="section_support4"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="categ2_fund3">
<field name="name">Credit Card</field>
<field name="section_id" ref="section_support4"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="categ2_fund4">
<field name="name">Demand Draft</field>
<field name="section_id" ref="section_support4"/>
<field name="section_id" ref="section_sales_department"/>
</record>
</data>

2
addons/crm/crm_lead.py
View File

@ -85,7 +85,7 @@ class crm_lead(osv.osv):
"the partner mentality in relation to our services.The scale has" \
"to be created with a factor for each level from 0 (Very dissatisfied) to 10 (Extremely satisfied)."),
'case_id': fields.many2one ('crm.opportunity', 'Opportunity'),
'case_id': fields.many2one ('crm.case', 'Opportunity'),
}
def msg_new(self, cr, uid, msg):

46
addons/crm/crm_lead_data.xml
View File

@ -2,99 +2,99 @@
<openerp>
<data noupdate="1">
<!-- CASE SECTION -->
<record model="crm.case.section" id="section_support2">
<!-- <record model="crm.case.section" id="section_support2">
<field name="name">Leads</field>
<field name="code">leads</field>
</record>
</record>-->
<!-- LEAD CATEGORY(categ_id) -->
<record model="crm.lead.categ" id="categ_lead1">
<field name="name">Existing Customer</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.categ" id="categ_lead2">
<field name="name">Self Generated</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.categ" id="categ_lead3">
<field name="name">Employee</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.categ" id="categ_lead4">
<field name="name">Partner</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.categ" id="categ_lead6">
<field name="name">Website</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.categ" id="categ_lead7">
<field name="name">Word of mouth</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.categ" id="categ_lead8">
<field name="name">Other</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<!-- CASE STATUS(stage_id) -->
<record model="crm.case.stage" id="stage_lead1">
<field name="name">New</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_lead2">
<field name="name">Assigned</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_lead3">
<field name="name">In Process</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_lead4">
<field name="name">Converted</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_lead5">
<field name="name">Recycled</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_lead6">
<field name="name">Dead</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<!-- CASE CATEGORY2(category2_id) -->
<record model="crm.case.category2" id="category_lead1">
<field name="name">Telesales</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="category_lead2">
<field name="name">Mail</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="category_lead3">
<field name="name">Email</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="category_lead4">
<field name="name">Print</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="category_lead5">
<field name="name">Web</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="category_lead6">
<field name="name">Radio</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="category_lead7">
<field name="name">Television</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="category_lead8">
<field name="name">Newsletter</field>
<field name="section_id" ref="section_support2"/>
<field name="section_id" ref="section_sales_department"/>
</record>
</data>

30
addons/crm/crm_opportunity_data.xml
View File

@ -8,35 +8,35 @@
<record model="crm.opportunity.categ" id="categ_oppor1">
<field name="name">Existing Customer</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.opportunity.categ" id="categ_oppor2">
<field name="name">Self Generated</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.opportunity.categ" id="categ_oppor3">
<field name="name">Employee</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.opportunity.categ" id="categ_oppor4">
<field name="name">Partner</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.opportunity.categ" id="categ_oppor5">
<field name="name">Campaign</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.opportunity.categ" id="categ_oppor6">
<field name="name">Website</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.opportunity.categ" id="categ_oppor7">
<field name="name">Word of mouth</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.opportunity.categ" id="categ_oppor8">
<field name="name">Other</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<!-- CASE STATUS(stage_id) -->
@ -46,11 +46,11 @@
</record>
<record model="crm.case.stage" id="stage_oppor2">
<field name="name">Needs Analysis</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_oppor3">
<field name="name">Value Proposition</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_oppor4">
<field name="name">Proposal/Price Quote</field>
@ -58,25 +58,25 @@
</record>
<record model="crm.case.stage" id="stage_oppor5">
<field name="name">Negotiation/Review</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_oppor6">
<field name="name">Closed Won</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_oppor7">
<field name="name">Closed Lost</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<!-- CASE CATEGORY2(category2_id) -->
<record model="crm.case.category2" id="category_oppor1">
<field name="name">Existing Business</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.category2" id="category_oppor2">
<field name="name">New Business</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
</data>

14
addons/crm/crm_phonecall_data.xml
View File

@ -1,21 +1,21 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support_phone">
<!-- <record model="crm.case.section" id="section_support_phone">
<field name="name">Phone Calls</field>
<field name="code">Phone</field>
</record>
</record>-->
<!--
Phonecall Categories
-->
<record model="crm.phonecall.categ" id="categ_phone1">
<field name="name">Inbound</field>
<field name="section_id" ref="section_support_phone"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.phonecall.categ" id="categ_phone2">
<field name="name">Outbound</field>
<field name="section_id" ref="section_support_phone"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<!--
@ -23,15 +23,15 @@
-->
<record model="crm.case.stage" id="stage_phone1">
<field name="name">Planned</field>
<field name="section_id" ref="section_support_phone"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_phone2">
<field name="name">Held</field>
<field name="section_id" ref="section_support_phone"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_phone3">
<field name="name">Not Held</field>
<field name="section_id" ref="section_support_phone"/>
<field name="section_id" ref="section_sales_department"/>
</record>
</data>
</openerp>