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[IMP]: rename then name category2_id field to type_id and remove the msg_new function 

bzr revid: sbh@tinyerp.com-20100113093724-ggajsvixeg99n0gn
This commit is contained in:
sbh (Open ERP) 2010-01-13 15:07:24 +05:30
parent 992d2138ac
commit a878fa0903
24 changed files with 345 additions and 368 deletions
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114
addons/crm/crm.py
View File

@ -101,18 +101,7 @@ class crm_case_section(osv.osv):
return res
crm_case_section()
class crm_case_categ(osv.osv):
_name = "crm.case.categ"
_description = "Category of case"
_columns = {
'name': fields.char('Case Category Name', size=64, required=True, translate=True),
'probability': fields.float('Probability (%)', required=True),
'section_id': fields.many2one('crm.case.section', 'Case Section'),
}
_defaults = {
'probability': lambda *args: 0.0
}
crm_case_categ()
class crm_case_rule(osv.osv):
_name = "crm.case.rule"
@ -137,7 +126,8 @@ class crm_case_rule(osv.osv):
'trg_date_range_type': fields.selection([('minutes', 'Minutes'),('hour','Hours'),('day','Days'),('month','Months')], 'Delay type'),
'trg_section_id': fields.many2one('crm.case.section', 'Section'),
'trg_categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',trg_section_id)]"),
#'trg_categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',trg_section_id)]"),
'trg_user_id': fields.many2one('res.users', 'Responsible'),
'trg_partner_id': fields.many2one('res.partner', 'Partner'),
@ -221,33 +211,6 @@ def _links_get(self, cr, uid, context={}):
return [(r['object'], r['name']) for r in res]
class crm_case_category2(osv.osv):
_name = "crm.case.category2"
_description = "Category2 of case"
_rec_name = "name"
_columns = {
'name': fields.char('Case Category2 Name', size=64, required=True, translate=True),
'section_id': fields.many2one('crm.case.section', 'Case Section'),
}
crm_case_category2()
class crm_case_stage(osv.osv):
_name = "crm.case.stage"
_description = "Stage of case"
_rec_name = 'name'
_order = "sequence"
_columns = {
'name': fields.char('Stage Name', size=64, required=True, translate=True),
'section_id': fields.many2one('crm.case.section', 'Case Section'),
'sequence': fields.integer('Sequence', help="Gives the sequence order when displaying a list of case stages."),
}
_defaults = {
'sequence': lambda *args: 1
}
crm_case_stage()
class crm_case(osv.osv):
_name = "crm.case"
_description = "Case"
@ -551,6 +514,7 @@ class crm_case(osv.osv):
def __history(self, cr, uid, cases, keyword, history=False, email=False, details=None, context={}):
for case in cases:
data = {
'name': keyword,
@ -770,76 +734,6 @@ class crm_case(osv.osv):
return True
crm_case()
class crm_menu_config_wizard(osv.osv_memory):
_name = 'crm.menu.config_wizard'
_columns = {
'name': fields.char('Name', size=64),
'meeting': fields.boolean('Calendar of Meetings', help="Manages the calendar of meetings of the users."),
'lead': fields.boolean('Leads', help="Allows you to track and manage leads which are pre-sales requests or contacts, the very first contact with a customer request."),
'opportunity': fields.boolean('Business Opportunities', help="Tracks identified business opportunities for your sales pipeline."),
'jobs': fields.boolean('Jobs Hiring Process', help="Helps you to organise the jobs hiring process: evaluation, meetings, email integration..."),
'document_ics': fields.boolean('Shared Calendar', help=" Will allow you to synchronise your Open ERP calendars with your phone, outlook, Sunbird, ical, ..."),
'bugs': fields.boolean('Bug Tracking', help="Used by companies to track bugs and support requests on software"),
'helpdesk': fields.boolean('Helpdesk', help="Manages an Helpdesk service."),
'fund': fields.boolean('Fund Raising Operations', help="This may help associations in their fund raising process and tracking."),
'claims': fields.boolean('Claims', help="Manages the supplier and customers claims, including your corrective or preventive actions."),
'phonecall': fields.boolean('Phone Calls', help="Helps you to encode the result of a phone call or to plan a list of phone calls to process."),
}
_defaults = {
'meeting': lambda *args: True,
'opportunity': lambda *args: True,
'phonecall': lambda *args: True,
}
def action_create(self, cr, uid, ids, context=None):
module_proxy = self.pool.get('ir.module.module')
modid = module_proxy.search(cr, uid, [('name', '=', 'crm')])
moddemo = module_proxy.browse(cr, uid, modid[0]).demo
lst = ('data', 'menu')
if moddemo:
lst = ('data', 'menu', 'demo')
res = self.read(cr, uid, ids)[0]
idref = {}
for section in ['meeting', 'lead', 'opportunity', 'jobs', 'bugs', 'fund', 'helpdesk', 'claims', 'phonecall']:
if (not res[section]):
continue
for fname in lst:
file_name = 'crm_' + section + '_' + fname + '.xml'
try:
fp = tools.file_open(os.path.join('crm', file_name))
except IOError, e:
fp = None
if fp:
tools.convert_xml_import(cr, 'crm', fp, idref, 'init', noupdate=True)
cr.commit()
modobj = self.pool.get('ir.module.module')
modids = modobj.search(cr, uid, [('name', '=', 'crm')])
modobj.update_translations(cr, 1, modids, None)
if res['document_ics']:
ids = module_proxy.search(cr, uid, [('name', '=', 'document_ics')])
module_proxy.button_install(cr, uid, ids, context=context)
cr.commit()
db, pool = pooler.restart_pool(cr.dbname, update_module=True)
return {
'view_type': 'form',
"view_mode": 'form',
'res_model': 'ir.actions.configuration.wizard',
'type': 'ir.actions.act_window',
'target': 'new',
}
def action_cancel(self, cr, uid, ids, context=None):
return {
'view_type': 'form',
"view_mode": 'form',
'res_model': 'ir.actions.configuration.wizard',
'type': 'ir.actions.act_window',
'target': 'new',
}
crm_menu_config_wizard()
class crm_case_log(osv.osv):
_name = "crm.case.log"

36
addons/crm/crm_claim.py
View File

@ -64,6 +64,21 @@ class crm_claim_type(osv.osv):
crm_claim_type()
class crm_claim_stage(osv.osv):
_name = "crm.claim.stage"
_description = "Stage of claim case"
_rec_name = 'name'
_order = "sequence"
_columns = {
'name': fields.char('Stage Name', size=64, required=True, translate=True),
'section_id': fields.many2one('crm.case.section', 'Case Section'),
'sequence': fields.integer('Sequence', help="Gives the sequence order when displaying a list of case stages."),
}
_defaults = {
'sequence': lambda *args: 1
}
crm_claim_stage()
class crm_claim(osv.osv):
_name = "crm.claim"
_description = "Claim Cases"
@ -82,35 +97,18 @@ class crm_claim(osv.osv):
"to be created with a factor for each level from 0 (Very dissatisfied) to 10 (Extremely satisfied)."),
'categ_id': fields.many2one('crm.claim.categ','Category', domain="[('section_id','=',section_id)]"),
'priority': fields.selection(AVAILABLE_PRIORITIES, 'Priority'),
'category2_id': fields.many2one('crm.claim.type', 'Claim Type', domain="[('section_id','=',section_id)]"),
'type_id': fields.many2one('crm.claim.type', 'Claim Type', domain="[('section_id','=',section_id)]"),
'partner_name': fields.char("Employee's Name", size=64),
'partner_mobile': fields.char('Mobile', size=32),
'partner_phone': fields.char('Phone', size=32),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id)]"),
'stage_id': fields.many2one ('crm.claim.stage', 'Stage', domain="[('section_id','=',section_id)]"),
}
_defaults = {
'priority': lambda *a: AVAILABLE_PRIORITIES[2][0],
}
def msg_new(self, cr, uid, msg):
mailgate_obj = self.pool.get('mail.gateway')
msg_body = mailgate_obj.msg_body_get(msg)
data = {
'name': msg['Subject'],
'email_from': msg['From'],
'email_cc': msg['Cc'],
'user_id': False,
'description': msg_body['body'],
'history_line': [(0, 0, {'description': msg_body['body'], 'email': msg['From'] })],
}
res = mailgate_obj.partner_get(cr, uid, msg['From'])
if res:
data.update(res)
res = self.create(cr, uid, data)
return res
crm_claim()

14
addons/crm/crm_claims_data.xml
View File

@ -21,11 +21,11 @@
<!--
Case Category2
-->
<record model="crm.claim.type" id="category_claim1">
<record model="crm.claim.type" id="type_claim1">
<field name="name">Corrective</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.claim.type" id="category_claim2">
<record model="crm.claim.type" id="type_claim2">
<field name="name">Preventive</field>
<field name="section_id" ref="section_sales_department"/>
</record>
@ -33,23 +33,23 @@
<!--
Case Stage
-->
<record model="crm.case.stage" id="stage_claim1">
<record model="crm.claim.stage" id="stage_claim1">
<field name="name">Accepted as Claim</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_claim2">
<record model="crm.claim.stage" id="stage_claim2">
<field name="name">Fixed</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_claim3">
<record model="crm.claim.stage" id="stage_claim3">
<field name="name">Won't fix</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_claim4">
<record model="crm.claim.stage" id="stage_claim4">
<field name="name">Invalid</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_claim5">
<record model="crm.claim.stage" id="stage_claim5">
<field name="name">Awaiting Response</field>
<field name="section_id" ref="section_sales_department"/>
</record>

14
addons/crm/crm_claims_demo.xml
View File

@ -7,7 +7,7 @@
<record id="crm_case_claim01" model="crm.claim">
<field name="partner_address_id" ref="base.res_partner_address_15"/>
<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
<field name="category2_id" ref="crm.category_claim1"/>
<field name="type_id" ref="crm.type_claim1"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -23,7 +23,7 @@
<record id="crm_case_claim02" model="crm.claim">
<field name="partner_address_id" ref="base.res_partner_address_6"/>
<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
<field name="category2_id" ref="crm.category_claim2"/>
<field name="type_id" ref="crm.type_claim2"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field eval="&quot;4&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -39,7 +39,7 @@
<record id="crm_case_claim03" model="crm.claim">
<field name="partner_address_id" ref="base.res_partner_address_2"/>
<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
<field name="category2_id" ref="crm.category_claim1"/>
<field name="type_id" ref="crm.type_claim1"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
@ -55,7 +55,7 @@
</record>
<record id="crm_case_claim04" model="crm.claim">
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
<field name="category2_id" ref="crm.category_claim2"/>
<field name="type_id" ref="crm.type_claim2"/>
<field name="partner_id" ref="base.res_partner_tinyatwork"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -71,7 +71,7 @@
<record id="crm_case_claim05" model="crm.claim">
<field name="partner_address_id" ref="base.res_partner_address_10"/>
<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
<field name="category2_id" ref="crm.category_claim1"/>
<field name="type_id" ref="crm.type_claim1"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -87,7 +87,7 @@
<record id="crm_case_claim06" model="crm.claim">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="crm.category_claim2"/>
<field name="type_id" ref="crm.type_claim2"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -103,7 +103,7 @@
</record>
<record id="crm_case_claims07" model="crm.claim">
<field eval="1" name="active"/>
<field name="category2_id" ref="crm.category_claim1"/>
<field name="type_id" ref="crm.type_claim1"/>
<field name="partner_id" ref="base.res_partner_seagate"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>

39
addons/crm/crm_claims_view.xml
View File

@ -38,7 +38,42 @@
<field name="view_type">form</field>
<field name="view_id" ref="crm_claim_categ_view_tree"/>
</record>
# ------------------------------------------------------
# Stage
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_claim_stage_tree">
<field name="name">crm.claim.stage.tree</field>
<field name="model">crm.claim.stage</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Stages">
<field name="sequence"/>
<field name="name"/>
<field name="section_id"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_claim_stage_form">
<field name="name">crm.claim.stage.form</field>
<field name="model">crm.claim.stage</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Stage">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="sequence"/>
</form>
</field>
</record>
<record id="crm_claim_stage_act" model="ir.actions.act_window">
<field name="name">Claim Stages</field>
<field name="res_model">crm.claim.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_claim_stage_tree"/>
</record>
<menuitem action="crm_claim_stage_act" id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_stage"/>
<!-- Claims -->
<record model="ir.ui.view" id="crm_case_claims_tree_view">
<field name="name">CRM - Claims Tree</field>
@ -86,7 +121,7 @@
<field name="planned_cost" string="Claim Cost"/>
<newline/>
<field name="priority"/>
<field name="category2_id" string="Type of Action" select="1"/>
<field name="type_id" string="Type of Action" select="1"/>
<field name="ref"/>
<field name="ref2"/>
<separator colspan="4" string="Claim/Action Description"/>

8
addons/crm/crm_fund_data.xml
View File

@ -26,22 +26,22 @@
<!-- CASE CATEGORY2(category2_id) -->
<record model="crm.fundraising.type" id="categ2_fund1">
<record model="crm.fundraising.type" id="type_fund1">
<field name="name">Cash</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.fundraising.type" id="categ2_fund2">
<record model="crm.fundraising.type" id="type_fund2">
<field name="name">Cheque</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.fundraising.type" id="categ2_fund3">
<record model="crm.fundraising.type" id="type_fund3">
<field name="name">Credit Card</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.fundraising.type" id="categ2_fund4">
<record model="crm.fundraising.type" id="type_fund4">
<field name="name">Demand Draft</field>
<field name="section_id" ref="section_sales_department"/>
</record>

16
addons/crm/crm_fund_demo.xml
View File

@ -5,7 +5,7 @@
<field eval="50" name="probability"/>
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="categ2_fund3"/>
<field name="type_id" ref="type_fund3"/>
<field eval="3.0" name="duration"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
@ -24,7 +24,7 @@
<field eval="80" name="probability"/>
<field name="partner_address_id" ref="base.main_address"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="categ2_fund4"/>
<field name="type_id" ref="type_fund4"/>
<field name="partner_id" ref="base.main_partner"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -41,7 +41,7 @@
<record id="crm_case_donatingbookstoschoollibraries0" model="crm.fundraising">
<field name="partner_address_id" ref="base.res_partner_address_zen"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="categ2_fund1"/>
<field name="type_id" ref="type_fund1"/>
<field eval="5.0" name="duration"/>
<field name="partner_id" ref="base.res_partner_3"/>
<field eval="&quot;3&quot;" name="priority"/>
@ -58,7 +58,7 @@
<record id="crm_case_renovatinggovernmentschools0" model="crm.fundraising">
<field name="partner_address_id" ref="base.res_partner_address_7"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="categ2_fund2"/>
<field name="type_id" ref="type_fund2"/>
<field eval="3.0" name="duration"/>
<field name="partner_id" ref="base.res_partner_4"/>
<field eval="&quot;3&quot;" name="priority"/>
@ -76,7 +76,7 @@
<record id="crm_case_donatingambulancestohospitals0" model="crm.fundraising">
<field name="partner_address_id" ref="base.res_partner_address_13"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="categ2_fund4"/>
<field name="type_id" ref="type_fund4"/>
<field name="partner_id" ref="base.res_partner_14"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -93,7 +93,7 @@
<record id="crm_case_donatinghospitalequipments0" model="crm.fundraising">
<field name="partner_address_id" ref="base.res_partner_address_2"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="categ2_fund3"/>
<field name="type_id" ref="type_fund3"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -111,7 +111,7 @@
<record id="crm_case_encouragingarts0" model="crm.fundraising">
<field name="partner_address_id" ref="base.res_partner_address_14"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="categ2_fund2"/>
<field name="type_id" ref="type_fund2"/>
<field eval="7.0" name="duration"/>
<field name="partner_id" ref="base.res_partner_15"/>
<field eval="&quot;3&quot;" name="priority"/>
@ -129,7 +129,7 @@
<field eval="10" name="probability"/>
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="categ2_fund1"/>
<field name="type_id" ref="type_fund1"/>
<field eval="6.0" name="duration"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>

41
addons/crm/crm_fund_view.xml
View File

@ -36,7 +36,42 @@
<field name="view_type">form</field>
<field name="view_id" ref="crm_fund_categ_view_tree"/>
</record>
# ------------------------------------------------------
# Fund Stage
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_fundraising_stage_tree">
<field name="name">crm.fundraising.stage.tree</field>
<field name="model">crm.fundraising.stage</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Stages">
<field name="sequence"/>
<field name="name"/>
<field name="section_id"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_fundraising_stage_form">
<field name="name">crm.fundraising.stage.form</field>
<field name="model">crm.fundraising.stage</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Stage">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="sequence"/>
</form>
</field>
</record>
<record id="crm_fundraising_stage_act" model="ir.actions.act_window">
<field name="name">Fundraising Stages</field>
<field name="res_model">crm.claim.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_fundraising_stage_tree"/>
</record>
<menuitem action="crm_fundraising_stage_act" id="menu_crm_fundraising_stage_act" parent="crm.menu_crm_case_stage"/>
# ------------------------------------------------------
# Fund Raising
# ------------------------------------------------------
@ -49,7 +84,7 @@
<field name="id"/>
<field name="name" string="Funds"/>
<field name="categ_id"/>
<field name="category2_id" string="Payment Mode"/>
<field name="type_id" string="Payment Mode"/>
<field name="planned_cost" string="Amount"/>
<field name="probability"/>
<field name="user_id"/>
@ -76,7 +111,7 @@
<newline/>
<field name="date" string="Next Meeting"/>
<field name="duration"/>
<field name="category2_id" select="1" string="Payment Mode"/>
<field name="type_id" select="1" string="Payment Mode"/>
</group>
<notebook colspan="4">
<page string="Funds">

21
addons/crm/crm_fundraising.py
View File

@ -70,6 +70,22 @@ class crm_fundraising_type(osv.osv):
crm_fundraising_type()
class crm_fundraising_stage(osv.osv):
_name = "crm.fundraising.stage"
_description = "Stage of fundraising case"
_rec_name = 'name'
_order = "sequence"
_columns = {
'name': fields.char('Stage Name', size=64, required=True, translate=True),
'section_id': fields.many2one('crm.case.section', 'Case Section'),
'sequence': fields.integer('Sequence', help="Gives the sequence order when displaying a list of case stages."),
}
_defaults = {
'sequence': lambda *args: 1
}
crm_fundraising_stage()
class crm_fundraising(osv.osv):
_name = "crm.fundraising"
_description = "Fund Raising Cases"
@ -86,10 +102,9 @@ class crm_fundraising(osv.osv):
'partner_name2': fields.char('Employee Email', size=64),
'partner_phone': fields.char('Phone', size=32),
'partner_mobile': fields.char('Mobile', size=32),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id)]"),
'category2_id': fields.many2one('crm.fundraising.type', 'Fundraising Type', domain="[('section_id','=',section_id)]"),
'stage_id': fields.many2one ('crm.fundraising.stage', 'Stage', domain="[('section_id','=',section_id)]"),
'type_id': fields.many2one('crm.fundraising.type', 'Fundraising Type', domain="[('section_id','=',section_id)]"),
'duration': fields.float('Duration'),
'case_id': fields.many2one('crm.case', 'Related fundraising'),
'ref' : fields.reference('Reference', selection=_links_get, size=128),
'ref2' : fields.reference('Reference 2', selection=_links_get, size=128),
'canal_id': fields.many2one('res.partner.canal', 'Channel',help="The channels represent the different communication modes available with the customer." \

18
addons/crm/crm_helpdesk.py
View File

@ -79,26 +79,8 @@ class crm_helpdesk(osv.osv):
"to be created with a factor for each level from 0 (Very dissatisfied) to 10 (Extremely satisfied)."),
'categ_id': fields.many2one('crm.helpdesk.categ', 'Category', domain="[('section_id','=',section_id)]"),
'duration': fields.float('Duration'),
'case_id': fields.many2one('crm.case', 'Related Helpdesk'),
}
def msg_new(self, cr, uid, msg):
mailgate_obj = self.pool.get('mail.gateway')
msg_body = mailgate_obj.msg_body_get(msg)
data = {
'name': msg['Subject'],
'email_from': msg['From'],
'email_cc': msg['Cc'],
'user_id': False,
'description': msg_body['body'],
'history_line': [(0, 0, {'description': msg_body['body'], 'email': msg['From'] })],
}
res = mailgate_obj.partner_get(cr, uid, msg['From'])
if res:
data.update(res)
res = self.create(cr, uid, data)
return res
crm_helpdesk()

4
addons/crm/crm_helpdesk_data.xml
View File

@ -4,10 +4,6 @@
<!--
Case Sections
-->
<record model="crm.case.section" id="section_support_help">
<field name="name">HelpDesk</field>
<field name="code">HD</field>
</record>
</data>
</openerp>

3
addons/crm/crm_helpdesk_view.xml
View File

@ -54,9 +54,6 @@
<field name="date" select="1"/>
<field name="date_deadline" select="2"/>
<field name="priority"/>
<group colspan="2">
<field name="case_id" select="1"/>
</group>
</group>
<notebook colspan="4">
<page string="General">

35
addons/crm/crm_lead.py
View File

@ -69,6 +69,20 @@ class crm_lead_type(osv.osv):
}
crm_lead_type()
class crm_lead_stage(osv.osv):
_name = "crm.lead.stage"
_description = "Stage of claim case"
_rec_name = 'name'
_order = "sequence"
_columns = {
'name': fields.char('Stage Name', size=64, required=True, translate=True),
'section_id': fields.many2one('crm.case.section', 'Case Section'),
'sequence': fields.integer('Sequence', help="Gives the sequence order when displaying a list of case stages."),
}
_defaults = {
'sequence': lambda *args: 1
}
crm_lead_stage()
class crm_opportunity(osv.osv):
_name = "crm.opportunity"
crm_opportunity()
@ -80,7 +94,7 @@ class crm_lead(osv.osv):
_inherit = 'crm.case'
_columns = {
'categ_id': fields.many2one('crm.lead.categ', 'Category', domain="[('section_id','=',section_id)]"),
'category2_id': fields.many2one('crm.lead.type', 'Lead Type Name', domain="[('section_id','=',section_id)]"),
'type_id': fields.many2one('crm.lead.type', 'Lead Type Name', domain="[('section_id','=',section_id)]"),
'partner_name': fields.char("Employee's Name", size=64),
'partner_name2': fields.char('Employee Email', size=64),
'partner_phone': fields.char('Phone', size=32),
@ -94,29 +108,12 @@ class crm_lead(osv.osv):
" With each commercial opportunity, you can indicate the canall which is this opportunity source."),
'planned_revenue': fields.float('Planned Revenue'),
'planned_cost': fields.float('Planned Costs'),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id)]"),
'stage_id': fields.many2one ('crm.lead.stage', 'Stage', domain="[('section_id','=',section_id)]"),
'som': fields.many2one('res.partner.som', 'State of Mind', help="The minds states allow to define a value scale which represents" \
"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)."),
'opportunity_id': fields.many2one ('crm.opportunity', 'Opportunity'),
}
def msg_new(self, cr, uid, msg):
mailgate_obj = self.pool.get('mail.gateway')
msg_body = mailgate_obj.msg_body_get(msg)
data = {
'name': msg['Subject'],
'email_from': msg['From'],
'email_cc': msg['Cc'],
'user_id': False,
'description': msg_body['body'],
'history_line': [(0, 0, {'description': msg_body['body'], 'email': msg['From'] })],
}
res = mailgate_obj.partner_get(cr, uid, msg['From'])
if res:
data.update(res)
res = self.create(cr, uid, data)
return res
crm_lead()

28
addons/crm/crm_lead_data.xml
View File

@ -32,61 +32,61 @@
</record>
<!-- CASE STATUS(stage_id) -->
<record model="crm.case.stage" id="stage_lead1">
<record model="crm.lead.stage" id="stage_lead1">
<field name="name">New</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_lead2">
<record model="crm.lead.stage" id="stage_lead2">
<field name="name">Assigned</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_lead3">
<record model="crm.lead.stage" id="stage_lead3">
<field name="name">In Process</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_lead4">
<record model="crm.lead.stage" id="stage_lead4">
<field name="name">Converted</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_lead5">
<record model="crm.lead.stage" id="stage_lead5">
<field name="name">Recycled</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_lead6">
<record model="crm.lead.stage" id="stage_lead6">
<field name="name">Dead</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<!-- CASE CATEGORY2(category2_id) -->
<record model="crm.lead.type" id="category_lead1">
<record model="crm.lead.type" id="type_lead1">
<field name="name">Telesales</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.type" id="category_lead2">
<record model="crm.lead.type" id="type_lead2">
<field name="name">Mail</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.type" id="category_lead3">
<record model="crm.lead.type" id="type_lead3">
<field name="name">Email</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.type" id="category_lead4">
<record model="crm.lead.type" id="type_lead4">
<field name="name">Print</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.type" id="category_lead5">
<record model="crm.lead.type" id="type_lead5">
<field name="name">Web</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.type" id="category_lead6">
<record model="crm.lead.type" id="type_lead6">
<field name="name">Radio</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.type" id="category_lead7">
<record model="crm.lead.type" id="type_lead7">
<field name="name">Television</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.lead.type" id="category_lead8">
<record model="crm.lead.type" id="type_lead8">
<field name="name">Newsletter</field>
<field name="section_id" ref="section_sales_department"/>
</record>

14
addons/crm/crm_lead_demo.xml
View File

@ -7,7 +7,7 @@
<!--For Leads-->
<record id="crm_case_itisatelesalescampaign0" model="crm.lead">
<field name="category2_id" ref="crm.category_lead1"/>
<field name="type_id" ref="crm.type_lead1"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Exhibition ERP 2009&quot;" name="name"/>
@ -22,7 +22,7 @@
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
</record>
<record id="crm_case_electonicgoodsdealer0" model="crm.lead">
<field name="category2_id" ref="crm.category_lead7"/>
<field name="type_id" ref="crm.type_lead7"/>
<field eval="&quot;4&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Exhibition ERP 2009&quot;" name="name"/>
@ -37,7 +37,7 @@
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
</record>
<record id="crm_case_developingwebapplications0" model="crm.lead">
<field name="category2_id" ref="crm.category_lead5"/>
<field name="type_id" ref="crm.type_lead5"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Exhibition ERP 2009&quot;" name="name"/>
@ -53,7 +53,7 @@
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
</record>
<record id="crm_case_qrecorp0" model="crm.lead">
<field name="category2_id" ref="crm.category_lead8"/>
<field name="type_id" ref="crm.type_lead8"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Exhibition ERP 2009&quot;" name="name"/>
@ -67,7 +67,7 @@
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
</record>
<record id="crm_case_itdeveloper0" model="crm.lead">
<field name="category2_id" ref="crm.category_lead4"/>
<field name="type_id" ref="crm.type_lead4"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Carrie Helle&quot;" name="name"/>
@ -84,7 +84,7 @@
<record id="crm_case_mgroperations0" model="crm.lead">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="crm.category_lead3"/>
<field name="type_id" ref="crm.type_lead3"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -101,7 +101,7 @@
</record>
<record id="crm_case_vpoperations0" model="crm.lead">
<field eval="1" name="active"/>
<field name="category2_id" ref="crm.category_lead8"/>
<field name="type_id" ref="crm.type_lead8"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Wendi Baltz&quot;" name="name"/>

40
addons/crm/crm_lead_view.xml
View File

@ -37,7 +37,41 @@
<field name="view_type">form</field>
<field name="view_id" ref="crm_lead_categ_view_tree"/>
</record>
# ------------------------------------------------------
# Stage
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_lead_stage_tree">
<field name="name">crm.lead.stage.tree</field>
<field name="model">crm.lead.stage</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Stages">
<field name="sequence"/>
<field name="name"/>
<field name="section_id"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_lead_stage_form">
<field name="name">crm.lead.stage.form</field>
<field name="model">crm.lead.stage</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Stage">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="sequence"/>
</form>
</field>
</record>
<record id="crm_lead_stage_act" model="ir.actions.act_window">
<field name="name">Lead Stages</field>
<field name="res_model">crm.claim.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_lead_stage_tree"/>
</record>
<menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" parent="crm.menu_crm_case_stage"/>
# ------------------------------------------------------
# Leads
# ------------------------------------------------------
@ -59,7 +93,7 @@
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source"/>
<field name="category2_id" string="Campaign Type" select="1"/>
<field name="type_id" string="Campaign Type" select="1"/>
</group>
<group colspan="2" col="4">
<field name="opportunity_id" string="Opportunity Case"/>
@ -143,7 +177,7 @@
<field name="partner_name2" string="Contact Name"/>
<field name="stage_id"/>
<field name="categ_id" string="Lead Source"/>
<field name="category2_id" string="Campaign Type"/>
<field name="type_id" string="Campaign Type"/>
<field name="user_id"/>
<field name="state"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>

37
addons/crm/crm_opportunity.py
View File

@ -69,15 +69,30 @@ class crm_opportunity_type(osv.osv):
}
crm_opportunity_type()
class crm_opportunity_stage(osv.osv):
_name = "crm.opportunity.stage"
_description = "Stage of opportunity case"
_rec_name = 'name'
_order = "sequence"
_columns = {
'name': fields.char('Stage Name', size=64, required=True, translate=True),
'section_id': fields.many2one('crm.case.section', 'Case Section'),
'sequence': fields.integer('Sequence', help="Gives the sequence order when displaying a list of case stages."),
}
_defaults = {
'sequence': lambda *args: 1
}
crm_opportunity_stage()
class crm_opportunity(osv.osv):
_name = "crm.opportunity"
_description = "Opportunity Cases"
_order = "id desc"
_inherit = 'crm.case'
_columns = {
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id)]"),
'stage_id': fields.many2one ('crm.opportunity.stage', 'Stage', domain="[('section_id','=',section_id)]"),
'categ_id': fields.many2one('crm.opportunity.categ', 'Category', domain="[('section_id','=',section_id)]"),
'category2_id': fields.many2one('crm.opportunity.type', 'Opportunity Type', domain="[('section_id','=',section_id)]"),
'type_id': fields.many2one('crm.opportunity.type', 'Opportunity Type', domain="[('section_id','=',section_id)]"),
'priority': fields.selection(AVAILABLE_PRIORITIES, 'Priority'),
'probability': fields.float('Probability (%)'),
'planned_revenue': fields.float('Planned Revenue'),
@ -92,23 +107,5 @@ class crm_opportunity(osv.osv):
'date_closed': fields.datetime('Closed', readonly=True),
'phonecall_id':fields.many2one ('crm.phonecall', 'Phonecall'),
}
def msg_new(self, cr, uid, msg):
mailgate_obj = self.pool.get('mail.gateway')
msg_body = mailgate_obj.msg_body_get(msg)
data = {
'name': msg['Subject'],
'email_from': msg['From'],
'email_cc': msg['Cc'],
'user_id': False,
'description': msg_body['body'],
'history_line': [(0, 0, {'description': msg_body['body'], 'email': msg['From'] })],
}
res = mailgate_obj.partner_get(cr, uid, msg['From'])
if res:
data.update(res)
res = self.create(cr, uid, data)
return res
crm_opportunity()

27
addons/crm/crm_opportunity_data.xml
View File

@ -1,11 +1,6 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support3">
<field name="name">Opportunities</field>
<field name="code">oppor</field>
</record>
<record model="crm.opportunity.categ" id="categ_oppor1">
<field name="name">Existing Customer</field>
<field name="section_id" ref="section_sales_department"/>
@ -40,41 +35,41 @@
</record>
<!-- CASE STATUS(stage_id) -->
<record model="crm.case.stage" id="stage_oppor1">
<record model="crm.opportunity.stage" id="stage_oppor1">
<field name="name">Prospecting</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_oppor2">
<record model="crm.opportunity.stage" id="stage_oppor2">
<field name="name">Needs Analysis</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_oppor3">
<record model="crm.opportunity.stage" id="stage_oppor3">
<field name="name">Value Proposition</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_oppor4">
<record model="crm.opportunity.stage" id="stage_oppor4">
<field name="name">Proposal/Price Quote</field>
<field name="section_id" ref="section_support3"/>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_oppor5">
<record model="crm.opportunity.stage" id="stage_oppor5">
<field name="name">Negotiation/Review</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_oppor6">
<record model="crm.opportunity.stage" id="stage_oppor6">
<field name="name">Closed Won</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_oppor7">
<record model="crm.opportunity.stage" id="stage_oppor7">
<field name="name">Closed Lost</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<!-- CASE CATEGORY2(category2_id) -->
<record model="crm.opportunity.type" id="category_oppor1">
<record model="crm.opportunity.type" id="type_oppor1">
<field name="name">Existing Business</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.opportunity.type" id="category_oppor2">
<record model="crm.opportunity.type" id="type_oppor2">
<field name="name">New Business</field>
<field name="section_id" ref="section_sales_department"/>
</record>

8
addons/crm/crm_opportunity_demo.xml
View File

@ -12,7 +12,7 @@
<field name="partner_address_id" ref="base.res_partner_address_zen"/>
<field eval="1" name="active"/>
<field eval="17.0" name="duration"/>
<field name="category2_id" ref="crm.category_oppor1"/>
<field name="type_id" ref="crm.type_oppor1"/>
<field name="partner_id" ref="base.res_partner_3"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -28,7 +28,7 @@
<record id="crm_case_rdroundfundingunits0" model="crm.opportunity">
<field name="partner_address_id" ref="base.res_partner_address_15"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="crm.category_oppor2"/>
<field name="type_id" ref="crm.type_oppor2"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -47,7 +47,7 @@
<field eval="10" name="probability"/>
<field name="partner_address_id" ref="base.res_partner_address_3"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="crm.category_oppor1"/>
<field name="type_id" ref="crm.type_oppor1"/>
<field name="partner_id" ref="base.res_partner_8"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@ -67,7 +67,7 @@
<field eval="40" name="probability"/>
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="crm.category_oppor1"/>
<field name="type_id" ref="crm.type_oppor1"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>

40
addons/crm/crm_opportunity_view.xml
View File

@ -37,7 +37,43 @@
<field name="view_type">form</field>
<field name="view_id" ref="crm_opportunity_categ_view_tree"/>
</record>
# ------------------------------------------------------
# Stage
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_opportunity_stage_tree">
<field name="name">crm.opportunity.stage.tree</field>
<field name="model">crm.opportunity.stage</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Stages">
<field name="sequence"/>
<field name="name"/>
<field name="section_id"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_opportunity_stage_form">
<field name="name">crm.opportunity.stage.form</field>
<field name="model">crm.opportunity.stage</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Stage">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="sequence"/>
</form>
</field>
</record>
<record id="crm_opportunity_stage_act" model="ir.actions.act_window">
<field name="name">Opportunity Stages</field>
<field name="res_model">crm.claim.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_opportunity_stage_tree"/>
</record>
<menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" parent="crm.menu_crm_case_stage"/>
# ------------------------------------------------------
# Opportunities
# ------------------------------------------------------
@ -76,7 +112,7 @@
<field name="email_from" colspan="2"/>
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Source"/>
<field name="priority" string="Priority"/>
<field name="category2_id" select="1" string="Category"/>
<field name="type_id" select="1" string="Type"/>
<separator colspan="4" string="Estimates"/>
<field name="planned_revenue"/>
<field name="planned_cost"/>

33
addons/crm/crm_phonecall.py
View File

@ -50,6 +50,22 @@ class crm_phonecall_categ(osv.osv):
'probability': lambda *args: 0.0
}
crm_phonecall_categ()
class crm_phonecall_stage(osv.osv):
_name = "crm.phonecall.stage"
_description = "Stage of phonecal case"
_rec_name = 'name'
_order = "sequence"
_columns = {
'name': fields.char('Stage Name', size=64, required=True, translate=True),
'section_id': fields.many2one('crm.case.section', 'Case Section'),
'sequence': fields.integer('Sequence', help="Gives the sequence order when displaying a list of case stages."),
}
_defaults = {
'sequence': lambda *args: 1
}
crm_phonecall_stage()
class crm_phonecall(osv.osv):
_name = "crm.phonecall"
_description = "Phonecall Cases"
@ -72,22 +88,5 @@ class crm_phonecall(osv.osv):
'opportunity_id':fields.many2one ('crm.opportunity', 'Opportunity'),
}
def msg_new(self, cr, uid, msg):
mailgate_obj = self.pool.get('mail.gateway')
msg_body = mailgate_obj.msg_body_get(msg)
data = {
'name': msg['Subject'],
'email_from': msg['From'],
'email_cc': msg['Cc'],
'user_id': False,
'description': msg_body['body'],
'history_line': [(0, 0, {'description': msg_body['body'], 'email': msg['From'] })],
}
res = mailgate_obj.partner_get(cr, uid, msg['From'])
if res:
data.update(res)
res = self.create(cr, uid, data)
return res
crm_phonecall()

11
addons/crm/crm_phonecall_data.xml
View File

@ -1,10 +1,7 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!-- <record model="crm.case.section" id="section_support_phone">
<field name="name">Phone Calls</field>
<field name="code">Phone</field>
</record>-->
->
<!--
Phonecall Categories
@ -21,15 +18,15 @@
<!--
Case Stage
-->
<record model="crm.case.stage" id="stage_phone1">
<record model="crm.phonecall.stage" id="stage_phone1">
<field name="name">Planned</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_phone2">
<record model="crm.phonecall.stage" id="stage_phone2">
<field name="name">Held</field>
<field name="section_id" ref="section_sales_department"/>
</record>
<record model="crm.case.stage" id="stage_phone3">
<record model="crm.phonecall.stage" id="stage_phone3">
<field name="name">Not Held</field>
<field name="section_id" ref="section_sales_department"/>
</record>

35
addons/crm/crm_phonecall_view.xml
View File

@ -38,6 +38,41 @@
<field name="view_id" ref="crm_phonecall_categ_view_tree"/>
</record>
# ------------------------------------------------------
# Fund Stage
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_phonecall_stage_tree">
<field name="name">crm.phonecall.stage.tree</field>
<field name="model">crm.phonecall.stage</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Stages">
<field name="sequence"/>
<field name="name"/>
<field name="section_id"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_phonecall_stage_form">
<field name="name">crm.phonecall.stage.form</field>
<field name="model">crm.phonecall.stage</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Stage">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="sequence"/>
</form>
</field>
</record>
<record id="crm_phonecall_stage_act" model="ir.actions.act_window">
<field name="name">Phonecall Stages</field>
<field name="res_model">crm.phonecall.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_phonecall_stage_tree"/>
</record>
<menuitem action="crm_phonecall_stage_act" id="menu_crm_phonecall_stage_act" parent="crm.menu_crm_case_stage"/>
# ------------------------------------------------------
# Phone Calls
# ------------------------------------------------------

77
addons/crm/crm_view.xml
View File

@ -49,7 +49,8 @@
</record>
<menuitem id="next_id_51" name="Cases" parent="crm.menu_crm_configuration"/>
<menuitem action="crm_case_section_act" id="menu_crm_case_section_act" parent="next_id_51"/>
<menuitem id="menu_crm_case_stage" name="Stages" parent="crm.menu_crm_configuration"/>
<menuitem id="next_id_52" name="All Cases" parent="crm.menu_crm" sequence="1"/>
<record id="crm_case_section_act_tree" model="ir.actions.act_window">
<field name="name">Cases by section</field>
@ -60,39 +61,6 @@
</record>
<menuitem action="crm_case_section_act_tree" id="menu_crm_case_section_act_tree" parent="next_id_52"/>
<!-- Case Categories
<record id="crm_case_categ-view" model="ir.ui.view">
<field name="name">crm.case.categ.form</field>
<field name="model">crm.case.categ</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Case Category">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="probability"/>
</form>
</field>
</record>
<record id="crm_case_categ_tree-view" model="ir.ui.view">
<field name="name">crm.case.categ.tree</field>
<field name="model">crm.case.categ</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Case Category">
<field name="name"/>
<field name="section_id"/>
<field name="probability"/>
</tree>
</field>
</record>
<record id="crm_case_categ-act" model="ir.actions.act_window">
<field name="name">Categories</field>
<field name="res_model">crm.case.categ</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_categ_tree-view"/>
</record>
<menuitem action="crm_case_categ-act" id="menu_crm_case_categ-act" parent="crm.next_id_51"/-->
<!-- Case rules -->
<record id="crm_case_rule-view" model="ir.ui.view">
@ -112,7 +80,7 @@
<separator colspan="4" string="Conditions on Case Fields"/>
<field name="regex_name" string="Regex on Case Name" colspan="2"/>
<field name="trg_section_id" select="1" widget="selection"/>
<field name="trg_categ_id"/>
<!--<field name="trg_categ_id"/>-->
<field name="trg_user_id" select="2"/>
<separator colspan="4" string="Conditions on Case Partner"/>
<field name="trg_partner_id"/>
@ -225,40 +193,7 @@
<field name="target">new</field>
</record>
# ------------------------------------------------------
# Stage
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_stage_tree">
<field name="name">crm.case.stage.tree</field>
<field name="model">crm.case.stage</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Stages">
<field name="sequence"/>
<field name="name"/>
<field name="section_id"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_case_stage_form">
<field name="name">crm.case.stage.form</field>
<field name="model">crm.case.stage</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Stage">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="sequence"/>
</form>
</field>
</record>
<record id="crm_case_stage_act" model="ir.actions.act_window">
<field name="name">Stages</field>
<field name="res_model">crm.case.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_stage_tree"/>
</record>
<menuitem action="crm_case_stage_act" id="menu_crm_case_stage_act" parent="crm.next_id_51"/>
<!-- Cases -->
<record id="crm_case_log_tree-view" model="ir.ui.view">
@ -620,8 +555,8 @@
<act_window domain="[('section_id', '=', active_id),('state','&lt;&gt;','done'),('state','&lt;&gt;','cancel'),('state','&lt;&gt;','pending')]" id="act_crm_case_section_crm_case_opened" name="Open cases" res_model="crm.case" src_model="crm.case.section" view_mode="tree,form,calendar" view_type="form"/>
<act_window domain="[('categ_id', '=', active_id),('state','&lt;&gt;','done'),('state','&lt;&gt;','cancel'),('state','&lt;&gt;','pending')]" id="act_crm_case_categ_crm_case_opened" name="Open cases" res_model="crm.case" src_model="crm.case.categ" view_mode="tree,form,calendar" view_type="form"/>
<!-- <act_window domain="[('categ_id', '=', active_id),('state','&lt;&gt;','done'),('state','&lt;&gt;','cancel'),('state','&lt;&gt;','pending')]" id="act_crm_case_categ_crm_case_opened" name="Open cases" res_model="crm.case" src_model="crm.case.categ" view_mode="tree,form,calendar" view_type="form"/>
-->
<act_window domain="[('partner_id', '=', active_id),('state','&lt;&gt;','done'),('state','&lt;&gt;','cancel'),('state','&lt;&gt;','pending')]" id="act_res_partner_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.partner" view_mode="tree,form,calendar" view_type="form"/>
<act_window domain="[('canal_id', '=', active_id),('state','&lt;&gt;','done'),('state','&lt;&gt;','cancel'),('state','&lt;&gt;','pending')]" id="act_res_partner_canal_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.partner.canal" view_mode="tree,form,calendar" view_type="form"/>