[IMP]: crm: code optimization and add docstring
bzr revid: atp@tinyerp.co.in-20100319100628-o2zxj3xr6k36bubq
This commit is contained in:
atp (Open ERP)
parent
9a849f8e72
commit
b69f690fc3
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@ -23,37 +23,39 @@ from osv import fields, osv
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import crm
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class crm_claim(osv.osv):
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"""
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Crm claim
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"""
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_name = "crm.claim"
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_description = "Claim Cases"
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_order = "id desc"
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_inherit = 'crm.case'
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_columns = {
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'date_closed': fields.datetime('Closed', readonly=True),
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'date': fields.datetime('Date'),
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'ref' : fields.reference('Reference', selection=crm._links_get, size=128),
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'ref2' : fields.reference('Reference 2', selection=crm._links_get, size=128),
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'canal_id': fields.many2one('res.partner.canal', 'Channel',help="The channels represent the different communication modes available with the customer." \
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" With each commercial opportunity, you can indicate the canall which is this opportunity source."),
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'planned_revenue': fields.float('Planned Revenue'),
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'planned_cost': fields.float('Planned Costs'),
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'date_closed': fields.datetime('Closed', readonly=True),
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'date': fields.datetime('Date'),
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'ref' : fields.reference('Reference', selection=crm._links_get, size=128),
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'ref2' : fields.reference('Reference 2', selection=crm._links_get, size=128),
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'canal_id': fields.many2one('res.partner.canal', 'Channel', help="The channels represent the different communication modes available with the customer." \
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" With each commercial opportunity, you can indicate the canall which is this opportunity source."),
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'planned_revenue': fields.float('Planned Revenue'),
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'planned_cost': fields.float('Planned Costs'),
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'som': fields.many2one('res.partner.som', 'State of Mind', help="The minds states allow to define a value scale which represents" \
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"the partner mentality in relation to our services.The scale has" \
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"to be created with a factor for each level from 0 (Very dissatisfied) to 10 (Extremely satisfied)."),
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'categ_id': fields.many2one('crm.case.categ','Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]"),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'type_id': fields.many2one('crm.case.resource.type', 'Claim Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]"),
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"to be created with a factor for each level from 0 (Very dissatisfied) to 10 (Extremely satisfied)."),
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'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]"),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'type_id': fields.many2one('crm.case.resource.type', 'Claim Type', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]"),
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'partner_name': fields.char("Employee's Name", size=64),
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'partner_mobile': fields.char('Mobile', size=32),
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'partner_phone': fields.char('Phone', size=32),
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'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]"),
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'probability': fields.float('Probability (%)'),
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'partner_name': fields.char("Employee's Name", size=64),
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'partner_mobile': fields.char('Mobile', size=32),
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'partner_phone': fields.char('Phone', size=32),
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'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id),('object_id.model', '=', 'crm.claim')]"),
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'probability': fields.float('Probability (%)'),
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}
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_defaults = {
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'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
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'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
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}
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crm_claim()
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@ -1,67 +1,78 @@
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<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<data noupdate="1">
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<!--
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Claims Categories
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-->
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<record model="crm.case.categ" id="categ_claim1">
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<field name="name">Factual Claims</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_claim2">
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<field name="name">Value Claims</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_claim3">
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<field name="name">Policy Claims</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<!--
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Case Category2
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-->
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<record model="crm.case.resource.type" id="type_claim1">
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<field name="name">Corrective</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_claim2">
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<field name="name">Preventive</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<!--
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Case Stage
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-->
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<record model="crm.case.stage" id="stage_claim1">
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<field name="name">Accepted as Claim</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_claim2">
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<field name="name">Fixed</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_claim3">
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<field name="name">Won't fix</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_claim4">
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<field name="name">Invalid</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_claim5">
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<field name="name">Awaiting Response</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</data>
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<!--
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Claims Categories
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-->
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<record model="crm.case.categ" id="categ_claim1">
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<field name="name">Factual Claims</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_claim2">
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<field name="name">Value Claims</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_claim3">
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<field name="name">Policy Claims</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<!--
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Case Category2
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-->
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<record model="crm.case.resource.type" id="type_claim1">
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<field name="name">Corrective</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.resource.type" id="type_claim2">
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<field name="name">Preventive</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<!--
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Case Stage
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-->
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<record model="crm.case.stage" id="stage_claim1">
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<field name="name">Accepted as Claim</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_claim2">
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<field name="name">Fixed</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_claim3">
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<field name="name">Won't fix</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_claim4">
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<field name="name">Invalid</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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<record model="crm.case.stage" id="stage_claim5">
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<field name="name">Awaiting Response</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</data>
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</openerp>
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@ -1,9 +1,11 @@
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<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<!--
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((((((((((( Demo Cases )))))))))))
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-->
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<record id="crm_case_claim01" model="crm.claim">
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<field name="partner_address_id" ref="base.res_partner_address_15"/>
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<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
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@ -20,6 +22,7 @@
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<field name="stage_id" ref="crm.stage_claim1"/>
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<field eval=""(769) 703-274"" name="partner_phone"/>
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</record>
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<record id="crm_case_claim02" model="crm.claim">
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<field name="partner_address_id" ref="base.res_partner_address_6"/>
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<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
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@ -36,6 +39,7 @@
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<field name="stage_id" ref="crm.stage_claim5"/>
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<field eval=""(956) 293-2595"" name="partner_phone"/>
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</record>
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<record id="crm_case_claim03" model="crm.claim">
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<field name="partner_address_id" ref="base.res_partner_address_2"/>
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<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
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@ -53,6 +57,7 @@
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<field eval=""(079) 681-2139"" name="partner_phone"/>
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<field eval=""contact@tecsas.fr"" name="email_from"/>
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</record>
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<record id="crm_case_claim04" model="crm.claim">
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<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
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<field name="type_id" ref="crm.type_claim2"/>
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@ -68,6 +73,7 @@
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<field name="stage_id" ref="crm.stage_claim5"/>
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<field eval=""(514) 698-4118"" name="partner_phone"/>
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</record>
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<record id="crm_case_claim05" model="crm.claim">
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<field name="partner_address_id" ref="base.res_partner_address_10"/>
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<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
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@ -84,6 +90,7 @@
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<field name="stage_id" ref="crm.stage_claim3"/>
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<field eval=""(855) 924-4364"" name="partner_phone"/>
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</record>
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<record id="crm_case_claim06" model="crm.claim">
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<field name="partner_address_id" ref="base.res_partner_address_1"/>
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<field eval="1" name="active"/>
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@ -101,6 +108,7 @@
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<field eval=""(373) 907-1009"" name="partner_phone"/>
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<field eval=""info@opensides.be"" name="email_from"/>
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</record>
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<record id="crm_case_claims07" model="crm.claim">
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<field eval="1" name="active"/>
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<field name="type_id" ref="crm.type_claim1"/>
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@ -116,5 +124,6 @@
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<field name="stage_id" ref="crm.stage_claim2"/>
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<field eval=""(282) 603-7489"" name="partner_phone"/>
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</record>
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</data>
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</openerp>
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@ -1,44 +1,49 @@
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<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<menuitem id="base.menu_aftersale" name="After-Sale Services" parent="base.menu_base_partner" sequence="6"/>
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######################## CLAIMS (menu) ###########################
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<record model="ir.actions.act_window" id="crm_case_categ_claim0">
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<field name="name">Claims</field>
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<field name="res_model">crm.claim</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,calendar,form,graph</field>
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<field name="view_id" ref="crm_case_claims_tree_view"/>
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<field name="search_view_id" ref="crm.view_crm_case_claims_filter"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_claim0">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_claims_tree_view"/>
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<field name="act_window_id" ref="crm_case_categ_claim0"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_claim0">
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<field name="sequence" eval="2"/>
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<field name="view_mode">calendar</field>
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<field name="view_id" ref="crm_case_claims_calendar_view"/>
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<field name="act_window_id" ref="crm_case_categ_claim0"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_claim0">
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<field name="sequence" eval="3"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_claims_form_view"/>
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<field name="act_window_id" ref="crm_case_categ_claim0"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_act_job">
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<field name="sequence" eval="4"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
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<field name="act_window_id" ref="crm_case_categ_claim0"/>
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</record>
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<menuitem name="Claims" id="menu_crm_case_claims" parent="base.menu_aftersale" action="crm_case_categ_claim0"/>
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<data noupdate="1">
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<menuitem id="base.menu_aftersale" name="After-Sale Services" parent="base.menu_base_partner" sequence="6"/>
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<!-- Claims Menu -->
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<record model="ir.actions.act_window" id="crm_case_categ_claim0">
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<field name="name">Claims</field>
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<field name="res_model">crm.claim</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,calendar,form,graph</field>
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<field name="view_id" ref="crm_case_claims_tree_view"/>
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<field name="search_view_id" ref="crm.view_crm_case_claims_filter"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_claim0">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_claims_tree_view"/>
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<field name="act_window_id" ref="crm_case_categ_claim0"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_claim0">
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<field name="sequence" eval="2"/>
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<field name="view_mode">calendar</field>
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<field name="view_id" ref="crm_case_claims_calendar_view"/>
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<field name="act_window_id" ref="crm_case_categ_claim0"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_claim0">
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<field name="sequence" eval="3"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_claims_form_view"/>
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<field name="act_window_id" ref="crm_case_categ_claim0"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_act_job">
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<field name="sequence" eval="4"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
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<field name="act_window_id" ref="crm_case_categ_claim0"/>
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</record>
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<menuitem name="Claims" id="menu_crm_case_claims" parent="base.menu_aftersale" action="crm_case_categ_claim0"/>
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</data>
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</openerp>
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@ -1,45 +1,52 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
|
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# ------------------------------------------------------
|
||||
# Claims
|
||||
# ------------------------------------------------------
|
||||
|
||||
<!-- Claims categories -->
|
||||
|
||||
<record id="crm_claim_categ_action" model="ir.actions.act_window">
|
||||
<field name="name">Claim Categories</field>
|
||||
<field name="res_model">crm.case.categ</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
|
||||
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
|
||||
<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
|
||||
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
|
||||
<field name="context">{'object_id':'crm.claim'}</field>
|
||||
</record>
|
||||
<menuitem action="crm_claim_categ_action" id="menu_crm_case_claim-act" parent="crm.menu_crm_case_categ"/>
|
||||
# ------------------------------------------------------
|
||||
# Stages
|
||||
# ------------------------------------------------------
|
||||
<record id="crm_claim_stage_act" model="ir.actions.act_window">
|
||||
<field name="name">Claim Stages</field>
|
||||
<field name="res_model">crm.case.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_id" ref="crm.crm_case_stage_tree"/>
|
||||
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
|
||||
<field name="context">{'object_id':'crm.claim'}</field>
|
||||
</record>
|
||||
<menuitem action="crm_claim_stage_act" id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_stage"/>
|
||||
|
||||
<menuitem action="crm_claim_categ_action"
|
||||
id="menu_crm_case_claim-act" parent="crm.menu_crm_case_categ" />
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Resource Type
|
||||
# ------------------------------------------------------
|
||||
<record id="crm_claim_resource_act" model="ir.actions.act_window">
|
||||
<field name="name">Claim Resource Type</field>
|
||||
<field name="res_model">crm.case.resource.type</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
|
||||
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
|
||||
<field name="context">{'object_id':'crm.claim'}</field>
|
||||
</record>
|
||||
<menuitem action="crm_claim_resource_act" id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_resource_type"/>
|
||||
<!-- Claim Stages -->
|
||||
|
||||
<record id="crm_claim_stage_act" model="ir.actions.act_window">
|
||||
<field name="name">Claim Stages</field>
|
||||
<field name="res_model">crm.case.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_id" ref="crm.crm_case_stage_tree"/>
|
||||
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
|
||||
<field name="context">{'object_id':'crm.claim'}</field>
|
||||
</record>
|
||||
|
||||
<menuitem action="crm_claim_stage_act"
|
||||
id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_stage" />
|
||||
|
||||
<!-- Claims -->
|
||||
<!-- Claim Resource Type -->
|
||||
|
||||
<record id="crm_claim_resource_act" model="ir.actions.act_window">
|
||||
<field name="name">Claim Resource Type</field>
|
||||
<field name="res_model">crm.case.resource.type</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
|
||||
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
|
||||
<field name="context">{'object_id':'crm.claim'}</field>
|
||||
</record>
|
||||
|
||||
<menuitem action="crm_claim_resource_act"
|
||||
id="menu_crm_claim_stage_act"
|
||||
parent="crm.menu_crm_case_resource_type" />
|
||||
|
||||
<!-- Claims -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_claims_tree_view">
|
||||
<field name="name">CRM - Claims Tree</field>
|
||||
<field name="model">crm.claim</field>
|
||||
|
|
@ -52,15 +59,24 @@
|
|||
<field name="user_id" />
|
||||
<field name="section_id" string="Section" />
|
||||
<field name="date" string="Claim Date"/>
|
||||
<field name="date_deadline" string="Deadline"/>
|
||||
<field name="date_closed" string="Closure Date"/>
|
||||
<field name="date_deadline" string="Deadline"/>
|
||||
<field name="date_closed" string="Closure Date"/>
|
||||
<field name="categ_id" string="Type" select="1"/>
|
||||
<field name="state"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_close" string="Close" states="open,draft,pending" type="object" icon="gtk-close"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
<button name="case_open" string="Open"
|
||||
states="draft,pending" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
<button name="case_pending" string="Pending"
|
||||
states="draft,open" type="object"
|
||||
icon="gtk-media-pause" />
|
||||
<button name="case_close" string="Close"
|
||||
states="open,draft,pending" type="object"
|
||||
icon="gtk-close" />
|
||||
<button name="case_cancel" string="Cancel"
|
||||
states="draft,open,pending" type="object"
|
||||
icon="gtk-cancel" />
|
||||
<button name="case_reset" string="Reset to Draft"
|
||||
states="done,cancel" type="object" icon="gtk-convert" />
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
|
@ -77,6 +93,7 @@
|
|||
<field name="date_deadline" string="Deadline"/>
|
||||
</group>
|
||||
<group colspan="4" col="4">
|
||||
|
||||
<notebook>
|
||||
<page string="Claim Info">
|
||||
<separator colspan="4" string="Communication"/>
|
||||
|
|
@ -176,11 +193,14 @@
|
|||
type="action" />
|
||||
</page>
|
||||
</notebook>
|
||||
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Claim Calendar view -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_claims_calendar_view">
|
||||
<field name="name">CRM - Claims Calendar</field>
|
||||
<field name="model">crm.claim</field>
|
||||
|
|
@ -195,6 +215,8 @@
|
|||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Claim Graph view -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
|
||||
<field name="name">CRM -Graph</field>
|
||||
<field name="model">crm.claim</field>
|
||||
|
|
@ -208,7 +230,9 @@
|
|||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_case_claims_filter" model="ir.ui.view">
|
||||
<!-- Crm claim Search view -->
|
||||
|
||||
<record id="view_crm_case_claims_filter" model="ir.ui.view">
|
||||
<field name="name">CRM - Claims Search</field>
|
||||
<field name="model">crm.claim</field>
|
||||
<field name="type">search</field>
|
||||
|
|
@ -240,18 +264,23 @@
|
|||
help="Unassigned Claims" />
|
||||
</field>
|
||||
<field name="section_id" select="1" widget="selection" string="Section" default="context.get('section_id', False)">
|
||||
<filter icon="terp-crm"
|
||||
<filter icon="terp-crm"
|
||||
domain="[('section_id','=',context.get('section_id',False))]"
|
||||
help="My section"
|
||||
/>
|
||||
</field>
|
||||
<newline/>
|
||||
<group expand="1" string="Group By..." colspan="10" col="20">
|
||||
<filter string="Deadline" icon="terp-crm" domain="[]" context="{'group_by':'date_deadline'}"/>
|
||||
<filter string="Closure" icon="terp-crm" domain="[]" context="{'group_by':'date_closed'}"/>
|
||||
<filter string="Deadline" icon="terp-crm"
|
||||
domain="[]"
|
||||
context="{'group_by':'date_deadline'}" />
|
||||
<filter string="Closure" icon="terp-crm"
|
||||
domain="[]"
|
||||
context="{'group_by':'date_closed'}" />
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
|
|||
Loading…
Reference in New Issue