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imprvoement_crm 

bzr revid: fp@tinyerp.com-20081102123923-9x34z032h06hgouz
This commit is contained in:
Fabien Pinckaers 2008-11-02 13:39:23 +01:00
parent 2303152371
commit b0aed7cda1
31 changed files with 708 additions and 1240 deletions
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2
addons/account/__terp__.py
View File

@ -50,9 +50,9 @@
"account_unit_test.xml",
],
"update_xml" : [
"account_menuitem.xml",
"security/account_security.xml",
"security/ir.model.access.csv",
"account_menuitem.xml",
"account_wizard.xml",
"account_view.xml",
"account_end_fy.xml",

477
addons/crm/crm_demo.xml
View File

@ -2,483 +2,6 @@
<openerp>
<data noupdate="1">
<!--
Case Sections
-->
<record id="section_support_help" model="crm.case.section">
<field name="name">Helpdesk and Support</field>
<field name="code">support</field>
</record>
<record id="section_sale" model="crm.case.section">
<field name="name">Sales opportunities</field>
<field name="code">sale</field>
</record>
<record id="section_purchase" model="crm.case.section">
<field name="name">Supplier complaints</field>
<field name="code">purchase</field>
</record>
<!--
Case Categories
-->
<record id="categ1" model="crm.case.categ">
<field name="name">Computer Crashed</field>
<field name="section_id" ref="section_support_help"/>
</record>
<record id="categ2" model="crm.case.categ">
<field name="name">Unknown</field>
<field name="section_id" ref="section_support_help"/>
</record>
<record id="categ3" model="crm.case.categ">
<field name="name">Bad Program Utilisation</field>
<field name="section_id" ref="section_support_help"/>
</record>
<record id="categ4" model="crm.case.categ">
<field name="name">Website Opportunity</field>
<field name="section_id" ref="section_sale"/>
</record>
<record id="categ5" model="crm.case.categ">
<field name="name">ERP Opportunity</field>
<field name="section_id" ref="section_sale"/>
</record>
<record id="categ6" model="crm.case.categ">
<field name="name">Furnitures</field>
<field name="section_id" ref="section_purchase"/>
</record>
<!-- Specific menus -->
<!--
<record model="ir.actions.act_window" id="crm_case_categ2-act">
<field name="name">crm.case.form</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support_help)+')]'"/>
</record>
<menuitem name="CRM &amp; SRM/Helpdesk/Helpdesk Cases" id="menu_crm_case_categ2-act" action="crm_case_categ2-act"/>
-->
<!-- Demo Cases -->
<record model="crm.case">
<field name="name">Think about Tiny ERP</field>
<field name="priority">3</field>
<field name="description">Fabien think about a new EC website
Send them a price.
</field>
<field name="section_id" ref="section_sale"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_asus"/>
<field name="som" ref="base.som_normal"/>
<field eval="30000" name="planned_revenue"/>
<field eval="0.85" name="probability"/>
<field eval="time.strftime('%Y-%m-01')" name="date"/>
<field eval="time.strftime('%Y-%m-24')" name="date_deadline"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
</record>
<record id="case1" model="crm.case">
<field name="name">Need a new eCommerce Website</field>
<field name="priority">4</field>
<field name="description">Fabien think about a new EC website
Send them a price.
</field>
<field name="section_id" ref="section_sale"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_agrolait"/>
<field name="som" ref="base.som_happy"/>
<field eval="3000" name="planned_revenue"/>
<field eval="0.85" name="probability"/>
<field eval="time.strftime('%Y-%m-10')" name="date"/>
<field eval="time.strftime('%Y-%m-20')" name="date_deadline"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case1')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case1')]" model="crm.case"/>
</function>
<record id="case2" model="crm.case">
<field name="name">Hdd Crashed unexpectedly</field>
<field name="priority">3</field>
<field name="description">HDD Crashed
Linux turned it readonly.
The CPU Cooler is down.
</field>
<field name="section_id" ref="section_support_help"/>
<field eval="categ1" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_sednacom"/>
<field name="som" ref="base.som_unhappy"/>
<field eval="time.strftime('%Y-%m-03')" name="date"/>
<field eval="time.strftime('%Y-%m-10')" name="date_deadline"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
</record>
<record id="case3" model="crm.case">
<field name="name">Need a new eCommerce Website</field>
<field name="priority">3</field>
<field name="description">Fabien think about a new EC website
Send them a price.
</field>
<field name="section_id" ref="section_sale"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_thymbra"/>
<field name="som" ref="base.som_very_happy"/>
<field eval="2345" name="planned_revenue"/>
<field eval="0.60" name="probability"/>
<field eval="time.strftime('%Y-%m-18')" name="date"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case3')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case3')]" model="crm.case"/>
</function>
<record id="case4" model="crm.case">
<field name="name">Need a new eCommerce Website</field>
<field name="priority">3</field>
<field name="description">Fabien think about a new EC website
Send them a price.
</field>
<field name="section_id" ref="section_sale"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_desertic_hispafuentes"/>
<field name="som" ref="base.som_happy"/>
<field eval="1000" name="planned_revenue"/>
<field eval="79" name="planned_cost"/>
<field eval="0.30" name="probability"/>
<field eval="time.strftime('%Y-%m-05')" name="date"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case4')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case4')]" model="crm.case"/>
</function>
<record id="case5" model="crm.case">
<field name="name">Bug in program</field>
<field name="priority">3</field>
<field name="description">There is a bug in the program</field>
<field name="section_id" ref="section_support_help"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_asus"/>
<field name="som" ref="base.som_normal"/>
<field eval="8000" name="planned_revenue"/>
<field eval="0.30" name="probability"/>
<field eval="time.strftime('%Y-%m-08')" name="date"/>
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field name="user_id" ref="base.user_root"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case5')]" model="crm.case"/>
</function>
<record id="case6" model="crm.case">
<field name="name">Server is down</field>
<field name="priority">3</field>
<field name="description">The web server is down</field>
<field name="section_id" ref="section_support_help"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_3"/>
<field name="som" ref="base.som_normal"/>
<field eval="4200" name="planned_revenue"/>
<field eval="0.90" name="probability"/>
<field eval="time.strftime('%Y-%m-03')" name="date"/>
<field eval="time.strftime('%Y-%m-25')" name="date_deadline"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case6')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case6')]" model="crm.case"/>
</function>
<record id="case6" model="crm.case">
<field name="description">Have been rebooted</field>
</record>
<function model="crm.case" name="case_pending">
<value eval="[ref('case6')]" model="crm.case"/>
</function>
<record id="case7" model="crm.case">
<field name="name">Disk failure</field>
<field name="priority">2</field>
<field name="description">The new disk doesn't work</field>
<field name="section_id" ref="section_purchase"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_maxtor"/>
<field name="som" ref="base.som_normal"/>
<field eval="2000" name="planned_revenue"/>
<field eval="0.30" name="probability"/>
<field eval="time.strftime('%Y-%m-06')" name="date"/>
<field eval="time.strftime('%Y-%m-18')" name="date_deadline"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field name="user_id" ref="base.user_root"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case7')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case7')]" model="crm.case"/>
</function>
<record id="case8" model="crm.case">
<field name="name">Missing hardware</field>
<field name="priority">3</field>
<field name="description">Missing some hardwares in the packing</field>
<field name="section_id" ref="section_support_help"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_seagate"/>
<field name="som" ref="base.som_normal"/>
<field eval="2230" name="planned_revenue"/>
<field eval="0.80" name="probability"/>
<field eval="time.strftime('%Y-%m-02')" name="date"/>
<field eval="time.strftime('%Y-%m-14')" name="date_deadline"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case8')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case8')]" model="crm.case"/>
</function>
<record id="case9" model="crm.case">
<field name="name">Need a new eCommerce Website</field>
<field name="priority">4</field>
<field name="description">Fabien think about a new EC website
Send them a price.
</field>
<field name="section_id" ref="section_sale"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field name="som" ref="base.som_happy"/>
<field eval="1000" name="planned_revenue"/>
<field eval="0.40" name="probability"/>
<field eval="time.strftime('%Y-%m-06')" name="date"/>
<field eval="time.strftime('%Y-%m-24')" name="date_deadline"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field name="user_id" ref="base.user_root"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case9')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case9')]" model="crm.case"/>
</function>
<record id="case10" model="crm.case">
<field name="name">Need a new module</field>
<field name="priority">3</field>
<field name="description">Need a new module</field>
<field name="section_id" ref="section_sale"/>
<field eval="categ5" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field name="som" ref="base.som_unhappy"/>
<field eval="3100" name="planned_revenue"/>
<field eval="790" name="planned_cost"/>
<field eval="0.90" name="probability"/>
<field eval="time.strftime('%Y-%m-02')" name="date"/>
<field eval="time.strftime('%Y-%m-12')" name="date_deadline"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case10')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case10')]" model="crm.case"/>
</function>
<record id="case10" model="crm.case">
<field name="description">Module delivries</field>
</record>
<function model="crm.case" name="case_close">
<value eval="[ref('case10')]" model="crm.case"/>
</function>
<record id="case11" model="crm.case">
<field name="name">Need support on module</field>
<field name="priority">1</field>
<field name="description">Need some information on module ...</field>
<field name="section_id" ref="section_sale"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field name="som" ref="base.som_happy"/>
<field eval="8000" name="planned_revenue"/>
<field eval="1234" name="planned_cost"/>
<field eval="0.50" name="probability"/>
<field eval="time.strftime('%Y-%m-18')" name="date"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case11')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case11')]" model="crm.case"/>
</function>
<record id="case12" model="crm.case">
<field name="name">Bad packing</field>
<field name="priority">2</field>
<field name="description">We receive bad package</field>
<field name="section_id" ref="section_purchase"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_14"/>
<field name="som" ref="base.som_happy"/>
<field eval="800" name="planned_revenue"/>
<field eval="0.90" name="probability"/>
<field eval="time.strftime('%Y-%m-25')" name="date"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case12')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case12')]" model="crm.case"/>
</function>
<record id="case13" model="crm.case">
<field name="name">Need quotation</field>
<field name="priority">3</field>
<field name="description">Need quotation for new development</field>
<field name="section_id" ref="section_support_help"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_tinyatwork"/>
<field name="som" ref="base.som_happy"/>
<field eval="300" name="planned_revenue"/>
<field eval="0.10" name="probability"/>
<field eval="time.strftime('%Y-%m-26')" name="date"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field name="user_id" ref="base.user_root"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case13')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case13')]" model="crm.case"/>
</function>
<record id="case13" model="crm.case">
<field name="description">Not interested</field>
</record>
<function model="crm.case" name="case_close">
<value eval="[ref('case13')]" model="crm.case"/>
</function>
<record id="case14" model="crm.case">
<field name="name">New server</field>
<field name="priority">1</field>
<field name="description">We need a new server</field>
<field name="section_id" ref="section_sale"/>
<field eval="categ5" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_4"/>
<field name="som" ref="base.som_normal"/>
<field eval="8000" name="planned_revenue"/>
<field eval="0.90" name="probability"/>
<field eval="time.strftime('%Y-%m-16')" name="date"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case14')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case14')]" model="crm.case"/>
</function>
<record id="case15" model="crm.case">
<field name="name">Formation</field>
<field name="priority">4</field>
<field name="description">Provide a formation</field>
<field name="section_id" ref="section_sale"/>
<field eval="categ4" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field name="som" ref="base.som_normal"/>
<field eval="1000" name="planned_revenue"/>
<field eval="0.30" name="probability"/>
<field eval="time.strftime('%Y-%m-17')" name="date"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field name="user_id" ref="base.user_root"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case15')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case15')]" model="crm.case"/>
</function>
<record id="case15" model="crm.case">
<field name="description">Information sended</field>
</record>
<function model="crm.case" name="case_log">
<value eval="[ref('case15')]" model="crm.case"/>
</function>
<record id="case16" model="crm.case">
<field name="name">Need new specific reports</field>
<field name="priority">3</field>
<field name="description">Need some specific reports</field>
<field name="section_id" ref="section_support_help"/>
<field eval="categ5" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_thymbra"/>
<field name="som" ref="base.som_normal"/>
<field eval="1300" name="planned_revenue"/>
<field eval="79" name="planned_cost"/>
<field eval="0.95" name="probability"/>
<field eval="time.strftime('%Y-%m-13')" name="date"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case16')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case16')]" model="crm.case"/>
</function>
<record id="case17" model="crm.case">
<field name="name">Server down</field>
<field name="priority">3</field>
<field name="description">Server is down, doesn't answser to pingz
Should check if still running, and if network still up (need to be in front of the server)
Very very very high priority, as I cannot svn up/ci/st without the server
(btw : this is only demo data. no stress dear sysadmin :))
</field>
<field name="section_id" ref="section_support_help"/>
<field eval="categ1" name="categ_id"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field name="som" ref="base.som_normal"/>
<field eval="0" name="planned_revenue"/>
<field eval="0" name="planned_cost"/>
<field eval="0" name="probability"/>
<field eval="time.strftime('%Y-%m-19')" name="date"/>
<field model="res.partner.canal" name="canal_id" search="[]"/>
<field model="res.users" name="user_id" search="[('login','=','demo')]"/>
</record>
<function model="crm.case" name="case_open">
<value eval="[ref('case17')]" model="crm.case"/>
</function>
<function model="crm.case" name="case_log">
<value eval="[ref('case17')]" model="crm.case"/>
</function>
</data>
</openerp>

4
addons/crm_configuration/crm_bugs_menu.xml
View File

@ -3,10 +3,6 @@
<data noupdate="1">
<menuitem id="menu_aftersale" name="After-Sale Services" parent="crm.menu_crm"/>
<record model="crm.case.section" id="section_support">
<field name="name">Bug Tracking</field>
<field name="code">BugSup</field>
</record>
<record model="crm.case.categ" id="categ1">
<field name="name">Bugs</field>
<field name="section_id" ref="section_support"/>

2
addons/crm_configuration/crm_bugs_view.xml
View File

@ -134,7 +134,7 @@
<field name="arch" type="xml">
<calendar string="Bugs" date_start="date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="state"/>
<field name="partner_id"/>
</calendar>
</field>
</record>

4
addons/crm_configuration/crm_config.py
View File

@ -82,13 +82,13 @@ class crm_menu_config_wizard(osv.osv_memory):
_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, the very first contact with a customer request."),
'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="Help 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 softwares"),
'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."),
'helpdesk' : fields.boolean('Help Desk Operations', help="This may help your Help Desk."),
}
_defaults = {
'meeting': lambda *args: True,

2
addons/crm_configuration/crm_config_view.xml
View File

@ -18,8 +18,8 @@
<field name="opportunity"/>
<field name="jobs"/>
<field name="bugs"/>
<field name="fund"/>
<field name="helpdesk"/>
<field name="fund"/>
<separator colspan="4" string="Calendar Sharing"/>
<field name="document_ics"/>
<newline/>

17
addons/crm_configuration/crm_configuration_wizard.xml
View File

@ -2,6 +2,14 @@
<openerp>
<data>
<wizard
id="wizard_crm_partner_create"
keyword="client_action_multi"
model="crm.case"
name="crm.case.partner_create"
multi="True"
string="Create Partner"/>
<wizard
id="wizard_crm_meeting"
keyword="client_action_multi"
@ -10,5 +18,14 @@
multi="True"
string="Schedule Meeting"/>
<wizard
id="wizard_crm_opportunity_set"
keyword="client_action_multi"
model="crm.case"
name="crm.case.opportunity_set"
multi="True"
string="Convert To Opportunity"/>
</data>
</openerp>

90
addons/crm_configuration/crm_fund_data.xml
View File

@ -1,54 +1,54 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support4">
<field name="name">Fund Raising</field>
<field name="code">funds</field>
</record>
<record model="crm.case.section" id="section_support4">
<field name="name">Fund Raising</field>
<field name="code">funds</field>
</record>
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_fund1">
<field name="name">Social Rehabilitation And Rural Upliftment</field>
<field name="section_id" ref="section_support4"/>
</record>
<record model="crm.case.categ" id="categ_fund2">
<field name="name">Learning And Education</field>
<field name="section_id" ref="section_support4"/>
</record>
<record model="crm.case.categ" id="categ_fund3">
<field name="name">Healthcare</field>
<field name="section_id" ref="section_support4"/>
</record>
<record model="crm.case.categ" id="categ_fund4">
<field name="name">Arts And Culture</field>
<field name="section_id" ref="section_support4"/>
</record>
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_fund1">
<field name="name">Social Rehabilitation And Rural Upliftment</field>
<field name="section_id" ref="section_support4"/>
</record>
<record model="crm.case.categ" id="categ_fund2">
<field name="name">Learning And Education</field>
<field name="section_id" ref="section_support4"/>
</record>
<record model="crm.case.categ" id="categ_fund3">
<field name="name">Healthcare</field>
<field name="section_id" ref="section_support4"/>
</record>
<record model="crm.case.categ" id="categ_fund4">
<field name="name">Arts And Culture</field>
<field name="section_id" ref="section_support4"/>
</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"/>
</record>
<record model="crm.case.category2" id="categ2_fund2">
<field name="name">Cheque</field>
<field name="section_id" ref="section_support4"/>
</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"/>
</record>
<record model="crm.case.category2" id="categ2_fund2">
<field name="name">Cheque</field>
<field name="section_id" ref="section_support4"/>
</record>
<record model="crm.case.category2" id="categ2_fund3">
<field name="name">Credit Card</field>
<field name="section_id" ref="section_support4"/>
</record>
<record model="crm.case.category2" id="categ2_fund4">
<field name="name">Demand Draft</field>
<field name="section_id" ref="section_support4"/>
</record>
<record model="crm.case.category2" id="categ2_fund3">
<field name="name">Credit Card</field>
<field name="section_id" ref="section_support4"/>
</record>
<record model="crm.case.category2" id="categ2_fund4">
<field name="name">Demand Draft</field>
<field name="section_id" ref="section_support4"/>
</record>
</data>
</openerp>

369
addons/crm_configuration/crm_fund_menu.xml
View File

@ -1,199 +1,194 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support4">
<field name="name">Fund Raising</field>
<field name="code">funds</field>
</record>
<!-- MENU -->
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all1">
<field name="name">All Funds</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all1">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
</record>
<data noupdate="1">
<!-- MENU -->
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all1">
<field name="name">All Funds</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all1">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
</record>
<menuitem name="Fund Raising" id="menu_crm_case_fund_raise" parent="crm.menu_crm" action="crm_case_category_act_fund_all1"/>
<!-- My Funds -->
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my1">
<field name="name">My Funds</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid)]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my1"/>
</record>
<menuitem name="My Funds" id="menu_crm_case_category_act_fund_my1" action="crm_case_category_act_fund_my1" parent="menu_crm_case_fund_raise"/>
<menuitem name="Fund Raising" id="menu_crm_case_fund_raise" parent="crm.menu_crm" action="crm_case_category_act_fund_all1"/>
<!-- My Funds -->
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my1">
<field name="name">My Funds</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid)]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my1"/>
</record>
<menuitem name="My Funds" id="menu_crm_case_category_act_fund_my1" action="crm_case_category_act_fund_my1" parent="menu_crm_case_fund_raise"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund1">
<field name="name">Funds</field>
<field name="res_model">crm.case</field>
<field name="view_mode">form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund1">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund1">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund1"/>
</record>
<menuitem name="New Fund Opportunity" id="menu_crm_case_categ0_act_fund" action="crm_case_category_act_fund1" parent="menu_crm_case_category_act_fund_my1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund1">
<field name="name">Funds</field>
<field name="res_model">crm.case</field>
<field name="view_mode">form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund1">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund1">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund1"/>
</record>
<menuitem name="New Fund Opportunity" id="menu_crm_case_categ0_act_fund" action="crm_case_category_act_fund1" parent="menu_crm_case_category_act_fund_my1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my2">
<field name="name">My Funds Waiting Validation</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'draft\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my2">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my2"/>
</record>
<menuitem name="My Funds Waiting Validation" id="menu_crm_case_categ0_act_fund_my2" action="crm_case_category_act_fund_my2" parent="menu_crm_case_category_act_fund_my1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my2">
<field name="name">My Funds Waiting Validation</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'draft\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my2">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my2"/>
</record>
<menuitem name="My Funds Waiting Validation" id="menu_crm_case_categ0_act_fund_my2" action="crm_case_category_act_fund_my2" parent="menu_crm_case_category_act_fund_my1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my3">
<field name="name">My Funds To Be Processed</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my3">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my3">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my3"/>
</record>
<menuitem name="My Funds To Be Processed" id="menu_crm_case_categ0_act_fund_my3" action="crm_case_category_act_fund_my3" parent="menu_crm_case_category_act_fund_my1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my3">
<field name="name">My Funds To Be Processed</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my3">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my3">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my3"/>
</record>
<menuitem name="My Funds To Be Processed" id="menu_crm_case_categ0_act_fund_my3" action="crm_case_category_act_fund_my3" parent="menu_crm_case_category_act_fund_my1"/>
<!-- All Funds -->
<menuitem name="All Funds" id="menu_crm_case_categ0_act_fund_all1" action="crm_case_category_act_fund_all1" parent="menu_crm_case_fund_raise"/>
<!-- All Funds -->
<menuitem name="All Funds" id="menu_crm_case_categ0_act_fund_all1" action="crm_case_category_act_fund_all1" parent="menu_crm_case_fund_raise"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all2">
<field name="name">All Funds Waiting Validation</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'state\',\'=\',\'draft\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all2">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all2"/>
</record>
<menuitem name="All Funds Waiting Validation" id="menu_crm_case_categ0_act_fund_all2" action="crm_case_category_act_fund_all2" parent="menu_crm_case_categ0_act_fund_all1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all2">
<field name="name">All Funds Waiting Validation</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'state\',\'=\',\'draft\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all2">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all2"/>
</record>
<menuitem name="All Funds Waiting Validation" id="menu_crm_case_categ0_act_fund_all2" action="crm_case_category_act_fund_all2" parent="menu_crm_case_categ0_act_fund_all1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all3">
<field name="name">All Funds To Be Processed</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'state\',\'=\',\'open\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all3">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all3">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all3"/>
</record>
<menuitem name="All Funds To Be Processed" id="menu_crm_case_categ0_act_fund_all3" action="crm_case_category_act_fund_all3" parent="menu_crm_case_categ0_act_fund_all1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all3">
<field name="name">All Funds To Be Processed</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'state\',\'=\',\'open\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all3">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all3">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all3"/>
</record>
<menuitem name="All Funds To Be Processed" id="menu_crm_case_categ0_act_fund_all3" action="crm_case_category_act_fund_all3" parent="menu_crm_case_categ0_act_fund_all1"/>
</data>
</openerp>

2
addons/crm_configuration/crm_fund_view.xml
View File

@ -129,7 +129,7 @@
<field name="arch" type="xml">
<calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="section_id"/>
<field name="partner_id"/>
</calendar>
</field>
</record>

5
addons/crm_configuration/crm_helpdesk_menu.xml
View File

@ -2,10 +2,7 @@
<openerp>
<data noupdate="1">
<menuitem id="menu_aftersale" name="After-Sale Services" parent="crm.menu_crm"/>
<record id="crm.section_support_help" model="crm.case.section">
<field name="name">Helpdesk and Support</field>
<field name="code">support</field>
</record>
######################## Help Desk (menu) ###########################
<record model="ir.actions.act_window" id="crm_case_helpdesk_act111">
<field name="name">All Helpdesk Requests</field>

120
addons/crm_configuration/crm_jobs_data.xml
View File

@ -1,67 +1,67 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support0">
<field name="name">Jobs</field>
<field name="code">jobs</field>
</record>
<record model="crm.case.section" id="section_support0">
<field name="name">Jobs</field>
<field name="code">jobs</field>
</record>
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_job1">
<field name="name">Salesman</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.categ" id="categ_job2">
<field name="name">Junior Developer</field>
<field name="section_id" ref="section_support0"/>
</record>
<!-- CATEGORY2(category2_id) -->
<record model="crm.case.category2" id="category_job1">
<field name="name">Graduate</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.category2" id="category_job2">
<field name="name">Licenced</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.category2" id="category_job3">
<field name="name"> > Bac +5</field>
<field name="section_id" ref="section_support0"/>
</record>
<!-- STAGE(stage_id) -->
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_job1">
<field name="name">Salesman</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.categ" id="categ_job2">
<field name="name">Junior Developer</field>
<field name="section_id" ref="section_support0"/>
</record>
<!-- CATEGORY2(category2_id) -->
<record model="crm.case.category2" id="category_job1">
<field name="name">Graduate</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.category2" id="category_job2">
<field name="name">Licenced</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.category2" id="category_job3">
<field name="name"> > Bac +5</field>
<field name="section_id" ref="section_support0"/>
</record>
<!-- STAGE(stage_id) -->
<record model="crm.case.stage" id="stage_job1">
<field name="name">Initial Jobs Demand</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job2">
<field name="name">First Interview</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job3">
<field name="name">Second Interview</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job4">
<field name="name">Contract Proposed</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job5">
<field name="name">Contract Signed</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job6">
<field name="name">Refused by Employee</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job7">
<field name="name">Refused by Company</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job1">
<field name="name">Initial Jobs Demand</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job2">
<field name="name">First Interview</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job3">
<field name="name">Second Interview</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job4">
<field name="name">Contract Proposed</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job5">
<field name="name">Contract Signed</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job6">
<field name="name">Refused by Employee</field>
<field name="section_id" ref="section_support0"/>
</record>
<record model="crm.case.stage" id="stage_job7">
<field name="name">Refused by Company</field>
<field name="section_id" ref="section_support0"/>
</record>
</data>
</openerp>

5
addons/crm_configuration/crm_jobs_menu.xml
View File

@ -3,11 +3,6 @@
<data noupdate="1">
<menuitem icon="terp-hr" id="menu_hr" name="Human Resources"/>
<record model="crm.case.section" id="section_support0">
<field name="name">Jobs</field>
<field name="code">jobs</field>
</record>
######################## JOB OPPORTUNITIES (menu) ###########################
<record model="ir.actions.act_window" id="crm_case_categ0_act111">
<field name="name">All Jobs Requests</field>

186
addons/crm_configuration/crm_lead_data.xml
View File

@ -1,101 +1,101 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!-- CASE SECTION -->
<record model="crm.case.section" id="section_support2">
<field name="name">Leads</field>
<field name="code">leads</field>
</record>
<!-- CASE SECTION -->
<record model="crm.case.section" id="section_support2">
<field name="name">Leads</field>
<field name="code">leads</field>
</record>
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_lead1">
<field name="name">Existing Customer</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead2">
<field name="name">Self Generated</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead3">
<field name="name">Employee</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead4">
<field name="name">Partner</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead6">
<field name="name">Website</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead7">
<field name="name">Word of mouth</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead8">
<field name="name">Other</field>
<field name="section_id" ref="section_support2"/>
</record>
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_lead1">
<field name="name">Existing Customer</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead2">
<field name="name">Self Generated</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead3">
<field name="name">Employee</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead4">
<field name="name">Partner</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead6">
<field name="name">Website</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead7">
<field name="name">Word of mouth</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.categ" id="categ_lead8">
<field name="name">Other</field>
<field name="section_id" ref="section_support2"/>
</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"/>
</record>
<record model="crm.case.stage" id="stage_lead2">
<field name="name">Assigned</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.stage" id="stage_lead3">
<field name="name">In Process</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.stage" id="stage_lead4">
<field name="name">Converted</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.stage" id="stage_lead5">
<field name="name">Recycled</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.stage" id="stage_lead6">
<field name="name">Dead</field>
<field name="section_id" ref="section_support2"/>
</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"/>
</record>
<record model="crm.case.stage" id="stage_lead2">
<field name="name">Assigned</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.stage" id="stage_lead3">
<field name="name">In Process</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.stage" id="stage_lead4">
<field name="name">Converted</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.stage" id="stage_lead5">
<field name="name">Recycled</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.stage" id="stage_lead6">
<field name="name">Dead</field>
<field name="section_id" ref="section_support2"/>
</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"/>
</record>
<record model="crm.case.category2" id="category_lead2">
<field name="name">Mail</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead3">
<field name="name">Email</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead4">
<field name="name">Print</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead5">
<field name="name">Web</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead6">
<field name="name">Radio</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead7">
<field name="name">Television</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead8">
<field name="name">Newsletter</field>
<field name="section_id" ref="section_support2"/>
</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"/>
</record>
<record model="crm.case.category2" id="category_lead2">
<field name="name">Mail</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead3">
<field name="name">Email</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead4">
<field name="name">Print</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead5">
<field name="name">Web</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead6">
<field name="name">Radio</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead7">
<field name="name">Television</field>
<field name="section_id" ref="section_support2"/>
</record>
<record model="crm.case.category2" id="category_lead8">
<field name="name">Newsletter</field>
<field name="section_id" ref="section_support2"/>
</record>
</data>
</openerp>

263
addons/crm_configuration/crm_lead_demo.xml
View File

@ -1,143 +1,128 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!--
((((((((((( Demo Cases )))))))))))
-->
<data noupdate="1">
<!--
((((((((((( Demo Cases )))))))))))
-->
<!--For Leads-->
<record id="crm_case_itisatelesalescampaign0" model="crm.case">
<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_configuration.category_lead1"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Faustino Speegle&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;info.hr.phone@example.com&quot;" name="partner_name2"/>
<field eval="&quot;(726) 782-0636&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field eval="16.1" name="duration"/>
<field name="categ_id" ref="crm_configuration.category_lead5"/>
<field name="stage_id" ref="crm_configuration.stage_lead1"/>
<field eval="&quot;President&quot;" name="partner_name"/>
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
</record>
<record id="crm_case_electonicgoodsdealer0" model="crm.case">
<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_configuration.category_lead7"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field eval="&quot;4&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="22.25" name="duration"/>
<field eval="&quot;Jesse Denning&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;hr70@example.name&quot;" name="partner_name2"/>
<field eval="&quot;(392) 895-7917&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_lead2"/>
<field name="stage_id" ref="crm_configuration.stage_lead2"/>
<field eval="&quot;IT Developer&quot;" name="partner_name"/>
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
</record>
<record id="crm_case_developingwebapplications0" model="crm.case">
<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_configuration.category_lead5"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="12.45" name="duration"/>
<field eval="&quot;Taylor Mullane&quot;" name="name"/>
<field eval="&quot;done&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;qa.phone@example.us&quot;" name="partner_name2"/>
<field eval="&quot;(820) 167-3208&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_lead4"/>
<field name="stage_id" ref="crm_configuration.stage_lead4"/>
<field eval="&quot;VP Operations&quot;" name="partner_name"/>
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
</record>
<record id="crm_case_qrecorp0" model="crm.case">
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
<field name="category2_id" ref="crm_configuration.category_lead8"/>
<field name="partner_id" ref="base.res_partner_tinyatwork"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Diego Barga&quot;" name="name"/>
<field eval="&quot;draft&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;kid.support.the@example.it&quot;" name="partner_name2"/>
<field eval="&quot;(077) 582-4035&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field eval="8.00" name="duration"/>
<field name="categ_id" ref="crm_configuration.categ_lead1"/>
<field name="stage_id" ref="crm_configuration.stage_lead1"/>
<field eval="&quot;Director Sales&quot;" name="partner_name"/>
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
</record>
<record id="crm_case_itdeveloper0" model="crm.case">
<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_configuration.category_lead4"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Carrie Helle&quot;" name="name"/>
<field eval="&quot;pending&quot;" name="state"/>
<field eval="8" name="duration"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;info.qa.info@example.co.uk&quot;" name="partner_name2"/>
<field eval="&quot;(333) 715-1450&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_lead6"/>
<field name="stage_id" ref="crm_configuration.stage_lead3"/>
<field eval="&quot;IT Developer&quot;" name="partner_name"/>
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
</record>
<record id="crm_case_mgroperations0" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="crm_configuration.category_lead3"/>
<field eval="3.15" name="duration"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Tina Pinero&quot;" name="name"/>
<field eval="&quot;cancel&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;beans.beans@example.com &quot;" name="partner_name2"/>
<field eval="&quot;(468) 017-2684&quot;" name="partner_mobile"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm_configuration.categ_lead8"/>
<field name="stage_id" ref="crm_configuration.stage_lead6"/>
<field eval="&quot;Mgr Operations&quot;" name="partner_name"/>
<field eval="&quot;(373) 907-1009&quot;" name="partner_phone"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>
<record id="crm_case_vpoperations0" model="crm.case">
<field eval="1" name="active"/>
<field name="category2_id" ref="crm_configuration.category_lead8"/>
<field name="partner_id" ref="base.res_partner_seagate"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Wendi Baltz&quot;" name="name"/>
<field eval="&quot;done&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;beans69@example.biz&quot;" name="partner_name2"/>
<field eval="&quot; (463) 014-1208&quot;" name="partner_mobile"/>
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/>
<field name="categ_id" ref="crm_configuration.categ_lead4"/>
<field name="stage_id" ref="crm_configuration.stage_lead4"/>
<field eval="&quot;VP Operations&quot;" name="partner_name"/>
<field eval="7.15" name="duration"/>
<field eval="&quot;(282) 603-7489&quot;" name="partner_phone"/>
</record>
</data>
<!--For Leads-->
<record id="crm_case_itisatelesalescampaign0" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_15"/>
<field name="category2_id" ref="crm_configuration.category_lead1"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Exhibition ERP 2009&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;Michel Lafont&quot;" name="partner_name2"/>
<field eval="&quot;(726) 782-0636&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.category_lead5"/>
<field name="stage_id" ref="crm_configuration.stage_lead1"/>
<field eval="&quot;The Oil Company&quot;" name="partner_name"/>
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
</record>
<record id="crm_case_electonicgoodsdealer0" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_6"/>
<field name="category2_id" ref="crm_configuration.category_lead7"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field eval="&quot;4&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Exhibition ERP 2009&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;Luc Latour&quot;" name="partner_name2"/>
<field eval="&quot;(392) 895-7917&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_lead2"/>
<field name="stage_id" ref="crm_configuration.stage_lead2"/>
<field eval="&quot;Le Club SARL&quot;" name="partner_name"/>
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
</record>
<record id="crm_case_developingwebapplications0" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_2"/>
<field name="category2_id" ref="crm_configuration.category_lead5"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Exhibition ERP 2009&quot;" name="name"/>
<field eval="&quot;done&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;Mike Gardner&quot;" name="partner_name2"/>
<field eval="&quot;(820) 167-3208&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_lead4"/>
<field name="stage_id" ref="crm_configuration.stage_lead4"/>
<field eval="&quot;TheKompany&quot;" name="partner_name"/>
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
</record>
<record id="crm_case_qrecorp0" model="crm.case">
<field name="category2_id" ref="crm_configuration.category_lead8"/>
<field name="partner_id" ref="base.res_partner_tinyatwork"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Exhibition ERP 2009&quot;" name="name"/>
<field eval="&quot;draft&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;(077) 582-4035&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_lead1"/>
<field name="stage_id" ref="crm_configuration.stage_lead1"/>
<field eval="&quot;The Gas Company&quot;" name="partner_name"/>
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
</record>
<record id="crm_case_itdeveloper0" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_10"/>
<field name="category2_id" ref="crm_configuration.category_lead4"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Carrie Helle&quot;" name="name"/>
<field eval="&quot;pending&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;Sam Stone&quot;" name="partner_name2"/>
<field eval="&quot;(333) 715-1450&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_lead6"/>
<field name="stage_id" ref="crm_configuration.stage_lead3"/>
<field eval="&quot;Stonage IT&quot;" name="partner_name"/>
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
</record>
<record id="crm_case_mgroperations0" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="crm_configuration.category_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"/>
<field eval="&quot;Tina Pinero&quot;" name="name"/>
<field eval="&quot;cancel&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;Ernest &quot;" name="partner_name2"/>
<field eval="&quot;(468) 017-2684&quot;" name="partner_mobile"/>
<field name="categ_id" ref="crm_configuration.categ_lead8"/>
<field name="stage_id" ref="crm_configuration.stage_lead6"/>
<field eval="&quot;Special Operations Pvt Ltd.&quot;" name="partner_name"/>
<field eval="&quot;(373) 907-1009&quot;" name="partner_phone"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>
<record id="crm_case_vpoperations0" model="crm.case">
<field eval="1" name="active"/>
<field name="category2_id" ref="crm_configuration.category_lead8"/>
<field name="partner_id" ref="base.res_partner_seagate"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Wendi Baltz&quot;" name="name"/>
<field eval="&quot;done&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support2"/>
<field eval="&quot;Will Smith&quot;" name="partner_name2"/>
<field eval="&quot;(463) 014-1208&quot;" name="partner_mobile"/>
<field name="categ_id" ref="crm_configuration.categ_lead4"/>
<field name="stage_id" ref="crm_configuration.stage_lead4"/>
<field eval="&quot;Gardner Group&quot;" name="partner_name"/>
<field eval="&quot;(282) 603-7489&quot;" name="partner_phone"/>
</record>
</data>
</openerp>

32
addons/crm_configuration/crm_lead_menu.xml
View File

@ -3,11 +3,6 @@
<data noupdate="1">
<menuitem id="menu_presale" name="Pre-Sales" parent="crm.menu_crm" sequence="4"/>
<record model="crm.case.section" id="section_support2">
<field name="name">Leads</field>
<field name="code">leads</field>
</record>
<!-- MENU -->
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all">
@ -253,33 +248,6 @@
</record>
<menuitem parent="menu_crm_case_categ0_act_leads_my" id="menu_crm_case_categ0_act_leads_my1" action="crm_case_category_act_leads_my1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my2">
<field name="name">My Draft Leads</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'draft\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_leads_my2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my2"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_leads_my1" id="menu_crm_case_categ0_act_leads_my2" action="crm_case_category_act_leads_my2"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my3">
<field name="name">My Open Leads</field>
<field name="res_model">crm.case</field>

4
addons/crm_configuration/crm_lead_view.xml
View File

@ -16,11 +16,11 @@
<field name="name" select="1" string="Lead Subject"/>
<field name="section_id" colspan="1"/>
<field name="stage_id" select="1"/>
<button string="Create Partner" name="button_partner_set" icon="gtk-new"/>
<button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/>
<field name="user_id" select="2"/>
<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"/>
<button string="Convert to Opportunity" name="button_partner_set" icon="gtk-go-forward"/>
<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-go-forward" type="action"/>
</group>
<notebook colspan="4">
<page string="Leads">

108
addons/crm_configuration/crm_meeting_data.xml
View File

@ -2,62 +2,62 @@
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support1">
<field name="name">Meetings</field>
<field name="code">Mtngs</field>
</record>
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_meet1">
<field name="name">Sales Meeting</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.categ" id="categ_meet2">
<field name="name">Internal Meeting</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.categ" id="categ_meet3">
<field name="name">Training</field>
<field name="section_id" ref="section_support1"/>
</record>
<!-- CASE CATEGORY2(category2_id) -->
<record model="crm.case.section" id="section_support1">
<field name="name">Meetings</field>
<field name="code">Mtngs</field>
</record>
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_meet1">
<field name="name">Sales Meeting</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.categ" id="categ_meet2">
<field name="name">Internal Meeting</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.categ" id="categ_meet3">
<field name="name">Training</field>
<field name="section_id" ref="section_support1"/>
</record>
<!-- CASE CATEGORY2(category2_id) -->
<record model="crm.case.category2" id="category_meet1">
<field name="name">Office</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.category2" id="category_meet2">
<field name="name">Home</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.category2" id="category_meet3">
<field name="name">Customer Office</field>
<field name="section_id" ref="section_support1"/>
</record>
<!-- CASE STAGE(stage_id) -->
<record model="crm.case.category2" id="category_meet1">
<field name="name">Office</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.category2" id="category_meet2">
<field name="name">Home</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.category2" id="category_meet3">
<field name="name">Customer Office</field>
<field name="section_id" ref="section_support1"/>
</record>
<!-- CASE STAGE(stage_id) -->
<record model="crm.case.stage" id="stage_meet1">
<field name="name">Fixed</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.stage" id="stage_meet2">
<field name="name">Not fixed</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.stage" id="stage_meet3">
<field name="name">Invalid</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.stage" id="stage_meet4">
<field name="name">Awaiting Response</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.stage" id="stage_meet5">
<field name="name">Future</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.stage" id="stage_meet1">
<field name="name">Fixed</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.stage" id="stage_meet2">
<field name="name">Not fixed</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.stage" id="stage_meet3">
<field name="name">Invalid</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.stage" id="stage_meet4">
<field name="name">Awaiting Response</field>
<field name="section_id" ref="section_support1"/>
</record>
<record model="crm.case.stage" id="stage_meet5">
<field name="name">Future</field>
<field name="section_id" ref="section_support1"/>
</record>
</data>
</openerp>

5
addons/crm_configuration/crm_meeting_menu.xml
View File

@ -1,11 +1,6 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support1">
<field name="name">Calendar</field>
<field name="code">Mtngs</field>
</record>
######################## MEETINGS (menu) ###########################
<record model="ir.actions.act_window" id="crm_case_categ_meet">
<field name="res_model">crm.case</field>

1
addons/crm_configuration/crm_meeting_view.xml
View File

@ -132,6 +132,7 @@
<field name="arch" type="xml">
<calendar string="Meetings" date_start="date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="partner_id"/>
<field name="section_id"/>
</calendar>
</field>

149
addons/crm_configuration/crm_opportunity_data.xml
View File

@ -1,84 +1,83 @@
<?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.case.section" id="section_support3">
<field name="name">Opportunities</field>
<field name="code">oppor</field>
</record>
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_oppor1">
<field name="name">Existing Customer</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor2">
<field name="name">Self Generated</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor3">
<field name="name">Employee</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor4">
<field name="name">Partner</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor5">
<field name="name">Campaign</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor6">
<field name="name">Website</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor7">
<field name="name">Word of mouth</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor8">
<field name="name">Other</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor1">
<field name="name">Existing Customer</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor2">
<field name="name">Self Generated</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor3">
<field name="name">Employee</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor4">
<field name="name">Partner</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor5">
<field name="name">Campaign</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor6">
<field name="name">Website</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor7">
<field name="name">Word of mouth</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.categ" id="categ_oppor8">
<field name="name">Other</field>
<field name="section_id" ref="section_support3"/>
</record>
<!-- CASE STATUS(stage_id) -->
<record model="crm.case.stage" id="stage_oppor1">
<field name="name">Prospecting</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor2">
<field name="name">Needs Analysis</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor3">
<field name="name">Value Proposition</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor4">
<field name="name">Proposal/Price Quote</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor5">
<field name="name">Negotiation/Review</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor6">
<field name="name">Closed Won</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor7">
<field name="name">Closed Lost</field>
<field name="section_id" ref="section_support3"/>
</record>
<!-- CASE STATUS(stage_id) -->
<record model="crm.case.stage" id="stage_oppor1">
<field name="name">Prospecting</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor2">
<field name="name">Needs Analysis</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor3">
<field name="name">Value Proposition</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor4">
<field name="name">Proposal/Price Quote</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor5">
<field name="name">Negotiation/Review</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor6">
<field name="name">Closed Won</field>
<field name="section_id" ref="section_support3"/>
</record>
<record model="crm.case.stage" id="stage_oppor7">
<field name="name">Closed Lost</field>
<field name="section_id" ref="section_support3"/>
</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"/>
</record>
<record model="crm.case.category2" id="category_oppor2">
<field name="name">New Business</field>
<field name="section_id" ref="section_support3"/>
</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"/>
</record>
<record model="crm.case.category2" id="category_oppor2">
<field name="name">New Business</field>
<field name="section_id" ref="section_support3"/>
</record>
</data>
</openerp>

5
addons/crm_configuration/crm_opportunity_menu.xml
View File

@ -3,11 +3,6 @@
<data noupdate="1">
<menuitem id="menu_presale" name="Pre-Sales" parent="crm.menu_crm" sequence="4"/>
<record model="crm.case.section" id="section_support3">
<field name="name">Opportunities</field>
<field name="code">oppor</field>
</record>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
<field name="name">All Opportunities</field>
<field name="res_model">crm.case</field>

2
addons/crm_configuration/wizard/__init__.py
View File

@ -29,3 +29,5 @@
##############################################################################
import meeting_planify
import wizard_partner_create
import wizard_opportunity_set

3
addons/crm_configuration/wizard/meeting_planify.py
View File

@ -39,6 +39,7 @@ case_form = """<?xml version="1.0"?>
<form string="Planify Meeting">
<field name="date"/>
<field name="duration" widget="float_time"/>
<label string="Note that you can also use the calendar view to graphically schedule your next meeting." colspan="4"/>
</form>"""
case_fields = {
@ -51,7 +52,7 @@ class make_meeting(wizard.interface):
def _selectPartner(self, cr, uid, data, context):
case_obj = pooler.get_pool(cr.dbname).get('crm.case')
case = case_obj.browse(cr, uid, data['id'])
return {'date': case.date, 'duration': case.duration}
return {'date': case.date, 'duration': case.duration or 2.0}
def _makeOrder(self, cr, uid, data, context):
pool = pooler.get_pool(cr.dbname)

5
addons/document/document.py
View File

@ -709,7 +709,7 @@ class document_configuration_wizard(osv.osv_memory):
'ressource_type_id': mid[0],
'domain': '[]',
'ressource_tree': 1
})
})
return {
'view_type': 'form',
@ -717,6 +717,5 @@ class document_configuration_wizard(osv.osv_memory):
'res_model': 'ir.actions.configuration.wizard',
'type': 'ir.actions.act_window',
'target':'new',
}
}
document_configuration_wizard()

2
addons/profile_manufacturing/profile_manufacturing.py
View File

@ -41,7 +41,7 @@ class profile_manufacturing_config_install_modules_wizard(osv.osv_memory):
),
'sale_margin':fields.boolean('Margins on Sales Order',
help="Display margins on the sale order form."),
'crm_configuration':fields.boolean('CRM and Calendars',
'sale_crm':fields.boolean('CRM and Calendars',
help="This installs the customer relationship features like: "\
"leads and opportunities tracking, shared calendar, jobs "\
"tracking, bug tracker, and so on."),

2
addons/profile_manufacturing/profile_manufacturing.xml
View File

@ -17,7 +17,7 @@
<field name="sale_journal"/>
<field name="sale_margin"/>
<separator string="Relationship Management" colspan="4"/>
<field name="crm_configuration"/>
<field name="sale_crm"/>
<field name="board_document"/>
<field name="warning"/>
<field name="portal"/>

27
addons/sale_crm/__terp__.py
View File

@ -4,23 +4,28 @@
"version" : "1.0",
"author" : "Tiny",
"website" : "http://tinyerp.com/module_sale.html",
"depends" : ["sale", "crm_configuration", "product", "account"],
"depends" : ["sale", "crm_configuration"],
"category" : "Generic Modules/Sales & Purchases",
"description": """
This module adds a shortcut on one or several cases in the CRM.
This shortcut allows you to generate a sale order based the selected case.
If different cases are open (a list), it generates one sale order by
case.
The case is then closed and linked to the generated sale order.
This module adds a shortcut on one or several cases in the CRM.
This shortcut allows you to generate a sale order based the selected case.
If different cases are open (a list), it generates one sale order by
case.
The case is then closed and linked to the generated sale order.
It also add a shortcut on one or several partners.
This shorcut allows you to generate a CRM case for the partners.
It also add a shortcut on one or several partners.
This shorcut allows you to generate a CRM case for the partners.
We sugest you to install this module if you installed both the sale and the
crm_configuration modules.
""",
"init_xml" : [],
"demo_xml" : [],
"update_xml" : ["sale_crm_wizard.xml",
"process/sale_crm_process.xml"
],
"update_xml" : [
"sale_crm_wizard.xml",
"sale_crm_view.xml",
"process/sale_crm_process.xml"
],
"active": False,
"installable": True
}

29
addons/sale_crm/sale_crm_wizard.xml
View File

@ -1,19 +1,20 @@
<?xml version="1.0" ?>
<openerp>
<data>
<data>
<wizard
string="Make Quotation"
model="crm.case"
name="crm.case.make_order"
keyword="client_action_multi"
id="sale_crm_wizard"/>
<wizard
string="Make Quotation"
model="crm.case"
name="crm.case.make_order"
keyword="client_action_multi"
multi="True"
id="sale_crm_wizard"/>
<wizard
string="Make Case"
model="res.partner"
name="sale_crm.make_case"
keyword="client_action_multi"
id="sale_crm_make_case_wizard"/>
</data>
<wizard
string="Make Case"
model="res.partner"
name="sale_crm.make_case"
keyword="client_action_multi"
id="sale_crm_make_case_wizard"/>
</data>
</openerp>

22
addons/sale_crm/wizard/makesale.py
View File

@ -36,32 +36,29 @@ import ir
import pooler
sale_form = """<?xml version="1.0"?>
<form string="Make Sale Order">
<field name="name"/>
<field name="close"/>
<form string="Convert to Quote">
<field name="partner_id" required="True"/>
<field name="shop_id" required="True"/>
<field name="analytic_account"/>
<field name="picking_policy" required="True"/>
<field name="close"/>
<newline/>
<field name="products" colspan="4"/>
</form>"""
sale_fields = {
'name': {'string': 'Order name', 'type': 'char',
'help': 'Keep empty for default value'},
'shop_id': {'string': 'Shop', 'type': 'many2one', 'relation': 'sale.shop'},
'partner_id': {'string': 'Default partner', 'type': 'many2one',
'partner_id': {'string': 'Customer', 'type': 'many2one',
'relation': 'res.partner',
'help': 'Use this partner if there is no partner on the case'},
'picking_policy': {'string': 'Packing policy', 'type': 'selection',
'picking_policy': {'string': 'Packing Policy', 'type': 'selection',
'selection': [('direct','Direct Delivery'),('one','All at once')]},
'products': {'string': 'Products', 'type': 'many2many',
'relation': 'product.product'},
'analytic_account': {'string': 'Analytic account', 'type': 'many2one',
'analytic_account': {'string': 'Analytic Account', 'type': 'many2one',
'relation': 'account.analytic.account'},
'close': {'string': 'Close', 'type': 'boolean', 'default': lambda *a: 1,
'help': 'Select to close the case'},
'close': {'string': 'Close Case', 'type': 'boolean', 'default': lambda *a: 1,
'help': 'Check this to close the case after having created the sale order.'},
}
@ -110,8 +107,6 @@ class make_sale(wizard.interface):
'order_policy': 'manual',
'date_order': now(),
}
if data['form']['name']:
vals['name'] = data['form']['name']
if data['form']['analytic_account']:
vals['project_id'] = data['form']['analytic_account']
new_id = sale_obj.create(cr, uid, vals)
@ -143,7 +138,7 @@ class make_sale(wizard.interface):
'init': {
'actions': [_selectPartner],
'result': {'type': 'form', 'arch': sale_form, 'fields': sale_fields,
'state' : [('end', 'Cancel'),('order', 'Make Sale Order')]}
'state' : [('end', 'Cancel', 'gtk-cancel'),('order', 'Create Quote', 'gtk-go-forward')]}
},
'order': {
'actions': [],
@ -152,5 +147,4 @@ class make_sale(wizard.interface):
}
make_sale('crm.case.make_order')
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

4
addons/stock/wizard/inventory_merge.py
View File

@ -48,14 +48,14 @@ def do_merge(self, cr, uid, data, context):
if len(data['ids']) < 2:
raise wizard.except_wizard("Warning",
"Please select at least two inventories.")
_("Please select at least two inventories."))
for inventory in invent_obj.browse(cr, uid, data['ids'], context=context):
if inventory.state == "done":
raise wizard.except_wizard("Warning",
"Merging is only allowed on draft inventories.")
_("Merging is only allowed on draft inventories."))
for line in inventory.inventory_line_id:
key = (line.location_id.id, line.product_id.id, line.product_uom.id)