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[MERGE] [MOV] [ADD] sales_team module holding sales team related stuff. The sales team implementation has been taken out of crm, allowing to use the sales team concept without having to depend on the crm module. crm and sale now both depend on sales_team module and add their specific fields to the model. sale_crm module has been simplified by removing sales-team related stuff. The default section id on users is now located in sales_team, not in sale_crm anymore, allowing its use in both crm and sale modules.

This commit is contained in:
Thibault Delavallée 2014-05-14 15:18:59 +02:00
parent 02be7aa65c a5311e6900
commit eadc8528ca
75 changed files with 1373 additions and 1278 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

1
addons/crm/__init__.py
View File

@ -22,6 +22,7 @@
import crm
import crm_segmentation
import crm_lead
import sales_team
import calendar_event
import crm_phonecall
import report

5
addons/crm/__openerp__.py
View File

@ -51,13 +51,13 @@ Dashboard for CRM will include:
'depends': [
'base_action_rule',
'base_setup',
'sales_team',
'mail',
'email_template',
'calendar',
'resource',
'board',
'fetchmail',
'web_kanban_sparkline',
],
'data': [
'crm_data.xml',
@ -91,8 +91,7 @@ Dashboard for CRM will include:
'res_config_view.xml',
'base_partner_merge_view.xml',
'crm_case_section_view.xml',
'views/crm.xml',
'sales_team_view.xml',
],
'demo': [
'crm_demo.xml',

148
addons/crm/crm.py
View File

@ -88,154 +88,6 @@ class crm_case_stage(osv.osv):
}
class crm_case_section(osv.osv):
""" Model for sales teams. """
_name = "crm.case.section"
_inherits = {'mail.alias': 'alias_id'}
_inherit = "mail.thread"
_description = "Sales Teams"
_order = "complete_name"
# number of periods for lead/opportunities/... tracking in salesteam kanban dashboard/kanban view
_period_number = 5
def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
return dict(self.name_get(cr, uid, ids, context=context))
def __get_bar_values(self, cr, uid, obj, domain, read_fields, value_field, groupby_field, context=None):
""" Generic method to generate data for bar chart values using SparklineBarWidget.
This method performs obj.read_group(cr, uid, domain, read_fields, groupby_field).
:param obj: the target model (i.e. crm_lead)
:param domain: the domain applied to the read_group
:param list read_fields: the list of fields to read in the read_group
:param str value_field: the field used to compute the value of the bar slice
:param str groupby_field: the fields used to group
:return list section_result: a list of dicts: [
{ 'value': (int) bar_column_value,
'tootip': (str) bar_column_tooltip,
}
]
"""
month_begin = date.today().replace(day=1)
section_result = [{
'value': 0,
'tooltip': (month_begin + relativedelta.relativedelta(months=-i)).strftime('%B %Y'),
} for i in range(self._period_number - 1, -1, -1)]
group_obj = obj.read_group(cr, uid, domain, read_fields, groupby_field, context=context)
pattern = tools.DEFAULT_SERVER_DATE_FORMAT if obj.fields_get(cr, uid, groupby_field)[groupby_field]['type'] == 'date' else tools.DEFAULT_SERVER_DATETIME_FORMAT
for group in group_obj:
group_begin_date = datetime.strptime(group['__domain'][0][2], pattern)
month_delta = relativedelta.relativedelta(month_begin, group_begin_date)
section_result[self._period_number - (month_delta.months + 1)] = {'value': group.get(value_field, 0), 'tooltip': group.get(groupby_field, 0)}
return section_result
def _get_opportunities_data(self, cr, uid, ids, field_name, arg, context=None):
""" Get opportunities-related data for salesteam kanban view
monthly_open_leads: number of open lead during the last months
monthly_planned_revenue: planned revenu of opportunities during the last months
"""
obj = self.pool.get('crm.lead')
res = dict.fromkeys(ids, False)
month_begin = date.today().replace(day=1)
date_begin = month_begin - relativedelta.relativedelta(months=self._period_number - 1)
date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1])
lead_pre_domain = [('create_date', '>=', date_begin.strftime(tools.DEFAULT_SERVER_DATE_FORMAT)),
('create_date', '<=', date_end.strftime(tools.DEFAULT_SERVER_DATE_FORMAT)),
('type', '=', 'lead')]
opp_pre_domain = [('date_deadline', '>=', date_begin.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)),
('date_deadline', '<=', date_end.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)),
('type', '=', 'opportunity')]
for id in ids:
res[id] = dict()
lead_domain = lead_pre_domain + [('section_id', '=', id)]
opp_domain = opp_pre_domain + [('section_id', '=', id)]
res[id]['monthly_open_leads'] = self.__get_bar_values(cr, uid, obj, lead_domain, ['create_date'], 'create_date_count', 'create_date', context=context)
res[id]['monthly_planned_revenue'] = self.__get_bar_values(cr, uid, obj, opp_domain, ['planned_revenue', 'date_deadline'], 'planned_revenue', 'date_deadline', context=context)
return res
_columns = {
'name': fields.char('Sales Team', size=64, required=True, translate=True),
'complete_name': fields.function(get_full_name, type='char', size=256, readonly=True, store=True),
'code': fields.char('Code', size=8),
'active': fields.boolean('Active', help="If the active field is set to "\
"true, it will allow you to hide the sales team without removing it."),
'change_responsible': fields.boolean('Reassign Escalated', help="When escalating to this team override the salesman with the team leader."),
'user_id': fields.many2one('res.users', 'Team Leader'),
'member_ids': fields.many2many('res.users', 'sale_member_rel', 'section_id', 'member_id', 'Team Members'),
'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by OpenERP about cases in this sales team"),
'parent_id': fields.many2one('crm.case.section', 'Parent Team'),
'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Teams'),
'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"),
'note': fields.text('Description'),
'working_hours': fields.float('Working Hours', digits=(16, 2)),
'stage_ids': fields.many2many('crm.case.stage', 'section_stage_rel', 'section_id', 'stage_id', 'Stages'),
'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="restrict", required=True,
help="The email address associated with this team. New emails received will automatically "
"create new leads assigned to the team."),
'color': fields.integer('Color Index'),
'use_leads': fields.boolean('Leads',
help="The first contact you get with a potential customer is a lead you qualify before converting it into a real business opportunity. Check this box to manage leads in this sales team."),
'monthly_open_leads': fields.function(_get_opportunities_data,
type="string", readonly=True, multi='_get_opportunities_data',
string='Open Leads per Month'),
'monthly_planned_revenue': fields.function(_get_opportunities_data,
type="string", readonly=True, multi='_get_opportunities_data',
string='Planned Revenue per Month')
}
def _get_stage_common(self, cr, uid, context):
ids = self.pool.get('crm.case.stage').search(cr, uid, [('case_default', '=', 1)], context=context)
return ids
_defaults = {
'active': 1,
'stage_ids': _get_stage_common,
'use_leads': True,
}
_sql_constraints = [
('code_uniq', 'unique (code)', 'The code of the sales team must be unique !')
]
_constraints = [
(osv.osv._check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
]
def name_get(self, cr, uid, ids, context=None):
"""Overrides orm name_get method"""
if not isinstance(ids, list):
ids = [ids]
res = []
if not ids:
return res
reads = self.read(cr, uid, ids, ['name', 'parent_id'], context)
for record in reads:
name = record['name']
if record['parent_id']:
name = record['parent_id'][1] + ' / ' + name
res.append((record['id'], name))
return res
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
create_context = dict(context, alias_model_name='crm.lead', alias_parent_model_name=self._name)
section_id = super(crm_case_section, self).create(cr, uid, vals, context=create_context)
section = self.browse(cr, uid, section_id, context=context)
self.pool.get('mail.alias').write(cr, uid, [section.alias_id.id], {'alias_parent_thread_id': section_id, 'alias_defaults': {'section_id': section_id, 'type': 'lead'}}, context=context)
return section_id
def unlink(self, cr, uid, ids, context=None):
# Cascade-delete mail aliases as well, as they should not exist without the sales team.
mail_alias = self.pool.get('mail.alias')
alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id]
res = super(crm_case_section, self).unlink(cr, uid, ids, context=context)
mail_alias.unlink(cr, uid, alias_ids, context=context)
return res
class crm_case_categ(osv.osv):
""" Category of Case """
_name = "crm.case.categ"

2
addons/crm/crm_action_rule_demo.xml
View File

@ -41,7 +41,7 @@
<field name="condition">True</field>
<field name="type">ir.actions.server</field>
<field name="state">code</field>
<field name="code">sales_team = self.pool.get('ir.model.data').get_object(cr, uid, 'crm', 'section_sales_department')
<field name="code">sales_team = self.pool.get('ir.model.data').get_object(cr, uid, 'sales_team', 'section_sales_department')
object.write({'section_id': sales_team.id})
</field>
</record>

331
addons/crm/crm_case_section_view.xml
View File

@ -1,331 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!-- CRM lead search by Salesteams -->
<record model="ir.actions.act_window" id="crm_case_form_view_salesteams_lead">
<field name="name">Leads</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">tree,form</field>
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="context">{
'search_default_section_id': [active_id],
'default_section_id': active_id,
'default_type': 'lead',
'stage_type': 'lead',
}
</field>
<field name="help" type="html">
<p>
Use leads if you need a qualification step before creating an
opportunity or a customer. It can be a business card you received,
a contact form filled in your website, or a file of unqualified
prospects you import, etc.
</p><p>
Once qualified, the lead can be converted into a business
opportunity and/or a new customer in your address book.
</p>
</field>
</record>
<!-- CRM opportunity search by Salesteams -->
<record model="ir.actions.act_window" id="crm_case_form_view_salesteams_opportunity">
<field name="name">Opportunities</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">kanban,tree,graph,form,calendar</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="context">{
'search_default_section_id': [active_id],
'default_section_id': active_id,
'stage_type': 'opportunity',
'default_type': 'opportunity',
'default_user_id': uid,
}
</field>
<field name="help" type="html">
<p>
OpenERP helps you keep track of your sales pipeline to follow
up potential sales and better forecast your future revenues.
</p><p>
You will be able to plan meetings and phone calls from
opportunities, convert them into quotations, attach related
documents, track all discussions, and much more.
</p>
</field>
</record>
<record id="action_report_crm_lead_salesteam" model="ir.actions.act_window">
<field name="name">Leads Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="context">{"search_default_month":1}</field>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm.view_report_crm_lead_graph_two"/>
<field name="domain">[('type','=', 'lead'),('section_id', '=', active_id)]</field>
<field name="help">Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
</record>
<record id="action_report_crm_opportunity_salesteam" model="ir.actions.act_window">
<field name="name">Opportunities Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm.view_report_crm_opportunity_graph"/>
<field name="domain">[('type','=', 'opportunity'), ('section_id', '=', active_id)]</field>
<field name="help">Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the teams of the sales pipeline.</field>
</record>
<!-- Case Sections Salesteams kanban view -->
<record model="ir.ui.view" id="crm_case_section_salesteams_view_kanban">
<field name="name">crm.case.section.kanban</field>
<field name="model">crm.case.section</field>
<field name="arch" type="xml">
<kanban version="7.0" class="oe_background_grey">
<field name="use_leads"/>
<field name="name"/>
<field name="user_id"/>
<field name="member_ids"/>
<field name="note"/>
<field name="alias_id"/>
<field name="color"/>
<field name="monthly_open_leads"/>
<field name="monthly_planned_revenue"/>
<templates>
<t t-name="kanban-box">
<div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click oe_kanban_crm_salesteams">
<div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_sale_manager">
<span class="oe_e">í</span>
<ul class="oe_dropdown_menu">
<li t-if="widget.view.is_action_enabled('edit')"><a type="edit">Sales Teams Settings</a></li>
<li t-if="widget.view.is_action_enabled('delete')"><a type="delete">Delete</a></li>
<li t-if="widget.view.is_action_enabled('edit')"><ul class="oe_kanban_colorpicker" data-field="color"/></li>
</ul>
</div>
<div class="oe_kanban_content">
<h4 class="oe_center"><field name="name"/></h4>
<div class="oe_kanban_alias oe_center" t-if="record.use_leads.raw_value and record.alias_id.value">
<small><span class="oe_e oe_e_alias" style="float: none;">%%</span><t t-raw="record.alias_id.raw_value[1]"/></small>
</div>
<div class="oe_items_list">
<div class="oe_salesteams_leads" t-if="record.use_leads.raw_value">
<a name="%(crm_case_form_view_salesteams_lead)d" type="action">Leads</a>
<a name="%(action_report_crm_lead_salesteam)d" type="action" class="oe_sparkline_bar_link">
<field name="monthly_open_leads" widget="sparkline_bar"
options="{'height': '20px', 'barWidth': 4, 'barSpacing': 1, 'delayIn': '3000', 'tooltip_suffix': ' Leads'}">Open Leads per Month<br/>Click to see a detailed analysis of leads.</field>
</a>
</div>
<div class="oe_salesteams_opportunities">
<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">Opportunities</a>
<a name="%(action_report_crm_opportunity_salesteam)d" type="action">
<field name="monthly_planned_revenue" widget="sparkline_bar"
options="{'height': '20px', 'barWidth': '4', 'barSpacing': '1', 'delayIn': '3000', 'tooltip_suffix': ' (Planned Revenue)'}">Planned Revenue per Month<br/>Click to see a detailed analysis of opportunities.</field>
</a>
</div>
</div>
<div class="oe_clear"></div>
<div class="oe_kanban_salesteams_avatars">
<t t-foreach="record.member_ids.raw_value.slice(0,10)" t-as="member">
<img t-att-src="kanban_image('res.users', 'image_small', member)" t-att-data-member_id="member"/>
</t>
</div>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</record>
<!-- Case Sections Search view -->
<record id="crm_case_section_salesteams_search" model="ir.ui.view">
<field name="name">Case Sections - Search</field>
<field name="model">crm.case.section</field>
<field name="arch" type="xml">
<search string="Salesteams Search">
<field name="name"/>
<field name="parent_id"/>
<field name="user_id"/>
<field name="note"/>
<field name="code"/>
<filter name="personal" string="My Sales Teams" domain="['|', ('member_ids', '=', uid), ('user_id', '=', uid)]"/>
<group expand="0" string="Group By...">
<filter string="Team Leader" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Parent Sales Teams" domain="[]" context="{'group_by':'parent_id'}"/>
</group>
</search>
</field>
</record>
<!-- Case Sections Action -->
<record id="crm_case_section_salesteams_act" model="ir.actions.act_window">
<field name="name">Sales Teams</field>
<field name="res_model">crm.case.section</field>
<field name="view_type">form</field>
<field name="view_mode">kanban,tree,form</field>
<field name="context">{'search_default_personal': True}</field>
<field name="view_id" ref="crm_case_section_salesteams_view_kanban"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click here to define a new sales team.
</p><p>
Use sales team to organize your different salespersons or
departments into separate teams. Each team will work in
its own list of opportunities.
</p>
</field>
</record>
<!-- Case Sections Form View -->
<record id="crm_case_section_view_form" model="ir.ui.view">
<field name="name">crm.case.section.form</field>
<field name="model">crm.case.section</field>
<field name="arch" type="xml">
<form string="Sales Team" version="7.0">
<sheet>
<div class="oe_title">
<label for="name" class="oe_edit_only" string="Sales team"/>
<h1>
<field name="name" string="Salesteam"/>
</h1>
<div name="options_active">
<field name="use_leads" class="oe_inline"/><label for="use_leads"/>
</div>
</div>
<group>
<group>
<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
<field name="code"/>
<field name="parent_id"/>
<field name="change_responsible"/>
<field name="active"/>
</group>
<group>
<label for="alias_name" string="Email Alias"
attrs="{'invisible': [('alias_domain', '=', False)]}"/>
<div name="alias_def"
attrs="{'invisible': [('alias_domain', '=', False)]}">
<field name="alias_id" class="oe_read_only oe_inline"
string="Email Alias" required="0"/>
<div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
</div>
</div>
<field name="alias_contact" class="oe_inline"
string="Accept Emails From"
attrs="{'invisible': [('alias_domain', '=', False)]}"/>
</group>
</group>
<notebook colspan="4">
<page string="Team Members">
<field name="member_ids" widget="many2many_kanban">
<kanban quick_create="false" create="true">
<field name="name"/>
<templates>
<t t-name="kanban-box">
<div style="position: relative">
<a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
<div class="oe_module_vignette">
<div class="oe_module_desc">
<field name="name"/>
</div>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</page>
<page string="Stages">
<separator string="Select Stages for this Sales Team"/>
<field name="stage_ids"/>
</page>
<page string="Notes">
<field name="note"/>
</page>
</notebook>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<!-- Case Sections Tree View -->
<record id="crm_case_section_view_tree" model="ir.ui.view">
<field name="name">crm.case.section.tree</field>
<field name="model">crm.case.section</field>
<field name="field_parent">child_ids</field>
<field name="arch" type="xml">
<tree string="Sales Team">
<field name="name"/>
<field name="code"/>
<field name="user_id"/>
</tree>
</field>
</record>
<!-- Case Sections Action -->
<record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_salesteams_oppor11">
<field name="sequence" eval="0"/>
<field name="view_mode">kanban</field>
<field name="view_id" ref="crm_case_kanban_view_leads"/>
<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_salesteams_oppor11">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_salesteams_oppor11">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
</record>
<record id="crm_case_section_act_tree" model="ir.actions.act_window">
<field name="name">Cases by Sales Team</field>
<field name="res_model">crm.case.section</field>
<field name="domain">[('parent_id','=',False)]</field>
<field name="view_type">tree</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
</record>
<record id="crm_case_section_act" model="ir.actions.act_window">
<field name="name">Sales Teams</field>
<field name="res_model">crm.case.section</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click here to define a new sales team.
</p><p>
Use sales team to organize your different salespersons or
departments into separate teams. Each team will work in
its own list of opportunities.
</p>
</field>
</record>
<menuitem id="crm.menu_crm_case_section_act"
action="crm_case_section_salesteams_act"
sequence="1"
parent="base.menu_sales"
groups="base.group_multi_salesteams"/>
</data>
</openerp>

13
addons/crm/crm_data.xml
View File

@ -26,34 +26,31 @@
<field name="name">Email</field>
</record>
<record model="crm.case.section" id="section_sales_department">
<field name="name">Direct Sales</field>
<field name="code">DM</field>
<record model="crm.case.section" id="sales_team.section_sales_department">
<field name="use_leads">True</field>
<field name="alias_name">sales</field>
<field name="member_ids" eval="[(4, ref('base.user_root'))]"/>
</record>
<!-- Payment Mode -->
<record model="crm.payment.mode" id="payment_mode_1">
<field name="name">Cash</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.payment.mode" id="payment_mode_2">
<field name="name">Check</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.payment.mode" id="payment_mode_3">
<field name="name">Credit Card</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.payment.mode" id="payment_mode_4">
<field name="name">Demand Draft</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<!--default alias for leads-->

20
addons/crm/crm_demo.xml
View File

@ -2,26 +2,6 @@
<openerp>
<data noupdate="1">
<record id="base.user_demo" model="res.users">
<field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
</record>
<record id="crm.section_sales_department" model="crm.case.section">
<field name="member_ids" eval="[(4, ref('base.user_demo'))]"/>
</record>
<record model="crm.case.section" id="crm_case_section_1">
<field name="name">Indirect Sales</field>
<field name="code">IM</field>
<field name="member_ids" eval="[(4, ref('base.user_root')),(4, ref('base.user_demo'))]"/>
</record>
<record model="crm.case.section" id="crm_case_section_2">
<field name="name">Marketing</field>
<field name="code">SPD</field>
<field name="member_ids" eval="[(4, ref('base.user_root')),(4, ref('base.user_demo'))]"/>
</record>
<record model="crm.segmentation" id="crm_segmentation0">
<field name="name">OpenERP partners</field>
<field name="exclusif">True</field>

5
addons/crm/crm_lead.py
View File

@ -90,7 +90,10 @@ class crm_lead(format_address, osv.osv):
def _get_default_section_id(self, cr, uid, context=None):
""" Gives default section by checking if present in the context """
return self._resolve_section_id_from_context(cr, uid, context=context) or False
section_id = self._resolve_section_id_from_context(cr, uid, context=context) or False
if not section_id:
section_id = self.pool.get('res.users').browse(cr, uid, uid, context).default_section_id.id or False
return section_id
def _get_default_stage_id(self, cr, uid, context=None):
""" Gives default stage_id """

34
addons/crm/crm_lead_data.xml
View File

@ -61,7 +61,7 @@
<field name="type">opportunity</field>
</record>
<record model="crm.case.section" id="section_sales_department">
<record model="crm.case.section" id="sales_team.section_sales_department">
<field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
(4, ref('stage_lead3')), (4, ref('stage_lead4')),
(4, ref('stage_lead5')), (4, ref('stage_lead6')),
@ -71,76 +71,76 @@
<!-- Crm campain -->
<record model="crm.case.resource.type" id="type_lead1">
<field name="name">Telesales</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead2">
<field name="name">Email Campaign - Services</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead3">
<field name="name">Email Campaign - Products</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead4">
<field name="name">Twitter Ads</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead5">
<field name="name">Google Adwords</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead6">
<field name="name">Banner Ads</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead7">
<field name="name">Television</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead8">
<field name="name">Newsletter</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<!-- crm categories -->
<record model="crm.case.categ" id="categ_oppor1">
<field name="name">Product</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor2">
<field name="name">Software</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor3">
<field name="name">Services</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor4">
<field name="name">Information</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor5">
<field name="name">Design</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor6">
<field name="name">Training</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor7">
<field name="name">Consulting</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor8">
<field name="name">Other</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>

52
addons/crm/crm_lead_demo.xml
View File

@ -20,7 +20,7 @@
<field name="categ_ids" eval="[(6, 0, [categ_oppor6])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">1</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hello,
@ -55,7 +55,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor2])]"/>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">1</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -84,7 +84,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -105,7 +105,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor5])]"/>
<field name="channel_id" ref=""/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead6"/>
</record>
@ -130,7 +130,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hi,
@ -157,7 +157,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3,categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -175,7 +175,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">0</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -194,7 +194,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor6,categ_oppor8])]"/>
<field name="channel_id" ref=""/>
<field name="priority">1</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -213,7 +213,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_phone"/>
<field name="priority">2</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -231,7 +231,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hi,
@ -254,7 +254,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_direct"/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -272,7 +272,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">2</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -310,7 +310,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-25')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-12')" name="date_action"/>
<field name="title_action">Meeting for pricing information.</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead1"/>
</record>
@ -335,7 +335,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-23')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Send Catalogue by Email</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
</record>
@ -356,7 +356,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-12')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Call to ask system requirement</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
@ -383,7 +383,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-1')" name="date_action"/>
<field name="title_action">Convert to quote</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
@ -408,7 +408,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-8')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-3')" name="date_action"/>
<field name="title_action">Send price list regarding our interventions</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
@ -435,7 +435,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-13')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-4')" name="date_action"/>
<field name="title_action">Call to define real needs about training</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field eval="1" name="active"/>
@ -462,7 +462,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-10')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-5')" name="date_action"/>
<field name="title_action">Ask for the good receprion of the proposition</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=3)).strftime('%Y-%m-%d %H:%M')"/>
@ -479,7 +479,7 @@ Andrew</field>
<field name="type_id" ref="type_lead3"/>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4,categ_oppor8])]"/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead4"/>
</record>
@ -493,7 +493,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_phone"/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
@ -511,7 +511,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">1</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead5"/>
</record>
@ -526,7 +526,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3])]"/>
<field name="channel_id" ref="crm_case_channel_direct"/>
<field name="priority">0</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead5"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
@ -545,7 +545,7 @@ Andrew</field>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">0</field>
<field eval="time.strftime('%Y-%m-6')" name="date_deadline"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead5"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(month=1)).strftime('%Y-%m-%d %H:%M')"/>
@ -568,7 +568,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="priority">2</field>
<field name="title_action">Conf call with technical service</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead5"/>
</record>
@ -592,7 +592,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-23')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Send Catalogue by Email</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead5"/>
<!-- <field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/> -->

2
addons/crm/crm_lead_menu.xml
View File

@ -81,7 +81,7 @@
action="crm_case_category_act_leads_all"/>
<menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" sequence="4"
action="crm_case_category_act_oppor11"
groups="base.group_mono_salesteams,base.group_sale_manager"/>
groups="base.group_sale_salesman,base.group_sale_manager"/>
</data>
</openerp>

6
addons/crm/crm_lead_view.xml
View File

@ -1,11 +1,9 @@
<?xml version="1.0"?>
<openerp>
<data>
<!--
CRM CASE STAGE
-->
<!-- Stage Search view -->
<record id="crm_lead_stage_search" model="ir.ui.view">
<field name="name">Stage - Search</field>
@ -570,12 +568,12 @@
help="Opportunities that are assigned to me"/>
<filter string="My Team(s)"
domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
help="Opportunities that are assigned to any sales teams I am member of"/>
help="Opportunities that are assigned to any sales teams I am member of" groups="base.group_multi_salesteams"/>
<filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]"/>
<separator/>
<group expand="0" string="Group By..." colspan="16">
<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Team" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
<filter string="Country" domain="[]" context="{'group_by':'country_id'}"/>

4
addons/crm/crm_phonecall_data.xml
View File

@ -6,13 +6,13 @@
-->
<record model="crm.case.categ" id="categ_phone1">
<field name="name">Inbound</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_phone2">
<field name="name">Outbound</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>

12
addons/crm/crm_phonecall_demo.xml
View File

@ -11,7 +11,7 @@
<field name="name">Left the message</field>
<field name="state">done</field>
<field name="partner_phone">+34 934 340 230</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="2.3" name="duration"/>
@ -24,7 +24,7 @@
<field name="name">Need more information on the proposed deal</field>
<field name="state">done</field>
<field name="partner_phone">+44 121 690 4596</field>
<field name="section_id" ref="crm.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="1.5" name="duration"/>
@ -37,7 +37,7 @@
<field name="name">Ask for convenient time of meeting</field>
<field name="state">open</field>
<field name="partner_phone">+1 786 525 0724</field>
<field name="section_id" ref="crm.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="5.0" name="duration"/>
@ -50,7 +50,7 @@
<field name="state">done</field>
<field name="partner_phone">(077) 582-4035</field>
<field name="partner_mobile">(077) 341-3591</field>
<field name="section_id" ref="crm.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="5.45" name="duration"/>
@ -63,7 +63,7 @@
<field name="name">More information on the proposed deal</field>
<field name="state">pending</field>
<field name="partner_phone">+1 312 349 2324</field>
<field name="section_id" ref="crm.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="2.08" name="duration"/>
@ -74,7 +74,7 @@
<field name="name">Proposal for discount offer</field>
<field name="state">open</field>
<field name="partner_phone">+34 230 953 485</field>
<field name="section_id" ref="crm.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="8.56" name="duration"/>

2
addons/crm/report/crm_lead_report_view.xml
View File

@ -81,7 +81,7 @@
</group>
<group expand="1" string="Group By...">
<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}" />
<filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" />
<filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Partner" context="{'group_by':'partner_id'}" />
<filter string="Country" context="{'group_by':'country_id'}" />
<filter string="Company" domain="[]" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>

2
addons/crm/report/crm_phonecall_report_view.xml
View File

@ -47,7 +47,7 @@
</group>
<group expand="1" string="Group By...">
<filter string="Salesperson" name="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
<filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" />
<filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Partner" icon="terp-partner" context="{'group_by':'partner_id'}" />
<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
<filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />

30
addons/crm/res_config.py
View File

@ -27,33 +27,6 @@ class crm_configuration(osv.TransientModel):
_name = 'sale.config.settings'
_inherit = ['sale.config.settings', 'fetchmail.config.settings']
def set_group_multi_salesteams(self, cr, uid, ids, context=None):
""" This method is automatically called by res_config as it begins
with set. It is used to implement the 'one group or another'
behavior. We have to perform some group manipulation by hand
because in res_config.execute(), set_* methods are called
after group_*; therefore writing on an hidden res_config file
could not work.
If group_multi_salesteams is checked: remove group_mono_salesteams
from group_user, remove the users. Otherwise, just add
group_mono_salesteams in group_user.
The inverse logic about group_multi_salesteams is managed by the
normal behavior of 'group_multi_salesteams' field.
"""
def ref(xml_id):
mod, xml = xml_id.split('.', 1)
return self.pool['ir.model.data'].get_object(cr, uid, mod, xml, context)
for obj in self.browse(cr, uid, ids, context=context):
config_group = ref('base.group_mono_salesteams')
base_group = ref('base.group_user')
if obj.group_multi_salesteams:
base_group.write({'implied_ids': [(3, config_group.id)]})
config_group.write({'users': [(3, u.id) for u in base_group.users]})
else:
base_group.write({'implied_ids': [(4, config_group.id)]})
return True
_columns = {
'group_fund_raising': fields.boolean("Manage Fund Raising",
implied_group='crm.group_fund_raising',
@ -64,9 +37,6 @@ class crm_configuration(osv.TransientModel):
'module_crm_helpdesk': fields.boolean("Manage Helpdesk and Support",
help='Allows you to communicate with Customer, process Customer query, and provide better help and support.\n'
'-This installs the module crm_helpdesk.'),
'group_multi_salesteams': fields.boolean("Organize Sales activities into multiple Sales Teams",
implied_group='base.group_multi_salesteams',
help="""Allows you to use Sales Teams to manage your leads and opportunities."""),
'alias_prefix': fields.char('Default Alias Name for Leads'),
'alias_domain' : fields.char('Alias Domain'),
'group_scheduled_calls': fields.boolean("Schedule calls to manage call center",

11
addons/crm/res_config_view.xml
View File

@ -32,17 +32,6 @@
</div>
</div>
</group>
<separator string="Sales Teams"/>
<group>
<label for="id" string="Manage Sales Teams"/>
<div>
<div>
<field name="group_multi_salesteams" class="oe_inline"/>
<label for="group_multi_salesteams"/>
</div>
</div>
</group>
</div>
<xpath expr="//group[@name='On Mail Client']" position="before">
<group name="default_alias">

80
addons/crm/sales_team.py Normal file
View File

@ -0,0 +1,80 @@
import calendar
from datetime import date
from dateutil import relativedelta
from openerp import tools
from openerp.osv import fields, osv
class crm_case_section(osv.Model):
_inherit = 'crm.case.section'
_inherits = {'mail.alias': 'alias_id'}
def _get_opportunities_data(self, cr, uid, ids, field_name, arg, context=None):
""" Get opportunities-related data for salesteam kanban view
monthly_open_leads: number of open lead during the last months
monthly_planned_revenue: planned revenu of opportunities during the last months
"""
obj = self.pool.get('crm.lead')
res = dict.fromkeys(ids, False)
month_begin = date.today().replace(day=1)
date_begin = month_begin - relativedelta.relativedelta(months=self._period_number - 1)
date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1])
lead_pre_domain = [('create_date', '>=', date_begin.strftime(tools.DEFAULT_SERVER_DATE_FORMAT)),
('create_date', '<=', date_end.strftime(tools.DEFAULT_SERVER_DATE_FORMAT)),
('type', '=', 'lead')]
opp_pre_domain = [('date_deadline', '>=', date_begin.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)),
('date_deadline', '<=', date_end.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)),
('type', '=', 'opportunity')]
for id in ids:
res[id] = dict()
lead_domain = lead_pre_domain + [('section_id', '=', id)]
opp_domain = opp_pre_domain + [('section_id', '=', id)]
res[id]['monthly_open_leads'] = self.__get_bar_values(cr, uid, obj, lead_domain, ['create_date'], 'create_date_count', 'create_date', context=context)
res[id]['monthly_planned_revenue'] = self.__get_bar_values(cr, uid, obj, opp_domain, ['planned_revenue', 'date_deadline'], 'planned_revenue', 'date_deadline', context=context)
return res
_columns = {
'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"),
'stage_ids': fields.many2many('crm.case.stage', 'section_stage_rel', 'section_id', 'stage_id', 'Stages'),
'use_leads': fields.boolean('Leads',
help="The first contact you get with a potential customer is a lead you qualify before converting it into a real business opportunity. Check this box to manage leads in this sales team."),
'monthly_open_leads': fields.function(_get_opportunities_data,
type="string", readonly=True, multi='_get_opportunities_data',
string='Open Leads per Month'),
'monthly_planned_revenue': fields.function(_get_opportunities_data,
type="string", readonly=True, multi='_get_opportunities_data',
string='Planned Revenue per Month'),
'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="restrict", required=True, help="The email address associated with this team. New emails received will automatically create new leads assigned to the team."),
}
def _auto_init(self, cr, context=None):
"""Installation hook to create aliases for all lead and avoid constraint errors."""
return self.pool.get('mail.alias').migrate_to_alias(cr, self._name, self._table, super(crm_case_section, self)._auto_init,
'crm.lead', self._columns['alias_id'], 'name', alias_prefix='Lead+', alias_defaults={}, context=context)
def _get_stage_common(self, cr, uid, context):
ids = self.pool.get('crm.case.stage').search(cr, uid, [('case_default', '=', 1)], context=context)
return ids
_defaults = {
'stage_ids': _get_stage_common,
'use_leads': True,
}
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
create_context = dict(context, alias_model_name='crm.lead', alias_parent_model_name=self._name)
section_id = super(crm_case_section, self).create(cr, uid, vals, context=create_context)
section = self.browse(cr, uid, section_id, context=context)
self.pool.get('mail.alias').write(cr, uid, [section.alias_id.id], {'alias_parent_thread_id': section_id, 'alias_defaults': {'section_id': section_id, 'type': 'lead'}}, context=context)
return section_id
def unlink(self, cr, uid, ids, context=None):
# Cascade-delete mail aliases as well, as they should not exist without the sales team.
mail_alias = self.pool.get('mail.alias')
alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id]
res = super(crm_case_section, self).unlink(cr, uid, ids, context=context)
mail_alias.unlink(cr, uid, alias_ids, context=context)
return res

183
addons/crm/sales_team_view.xml Normal file
View File

@ -0,0 +1,183 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!-- CRM lead search by Salesteams -->
<record model="ir.actions.act_window" id="crm_case_form_view_salesteams_lead">
<field name="name">Leads</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">tree,form</field>
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="context">{
'search_default_section_id': [active_id],
'default_section_id': active_id,
'default_type': 'lead',
'stage_type': 'lead',
}
</field>
<field name="help" type="html">
<p>
Use leads if you need a qualification step before creating an
opportunity or a customer. It can be a business card you received,
a contact form filled in your website, or a file of unqualified
prospects you import, etc.
</p><p>
Once qualified, the lead can be converted into a business
opportunity and/or a new customer in your address book.
</p>
</field>
</record>
<!-- CRM opportunity search by Salesteams -->
<record model="ir.actions.act_window" id="crm_case_form_view_salesteams_opportunity">
<field name="name">Opportunities</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">kanban,tree,graph,form,calendar</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="context">{
'search_default_section_id': [active_id],
'default_section_id': active_id,
'stage_type': 'opportunity',
'default_type': 'opportunity',
'default_user_id': uid,
}
</field>
<field name="help" type="html">
<p>
OpenERP helps you keep track of your sales pipeline to follow
up potential sales and better forecast your future revenues.
</p><p>
You will be able to plan meetings and phone calls from
opportunities, convert them into quotations, attach related
documents, track all discussions, and much more.
</p>
</field>
</record>
<record id="action_report_crm_lead_salesteam" model="ir.actions.act_window">
<field name="name">Leads Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="context">{"search_default_month":1}</field>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm.view_report_crm_lead_graph_two"/>
<field name="domain">[('type','=', 'lead'),('section_id', '=', active_id)]</field>
<field name="help">Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
</record>
<record id="action_report_crm_opportunity_salesteam" model="ir.actions.act_window">
<field name="name">Opportunities Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm.view_report_crm_opportunity_graph"/>
<field name="domain">[('type','=', 'opportunity'), ('section_id', '=', active_id)]</field>
<field name="help">Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the teams of the sales pipeline.</field>
</record>
<record model="ir.ui.view" id="crm_case_section_salesteams_view_kanban">
<field name="name">crm.case.section.kanban</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="sales_team.crm_case_section_salesteams_view_kanban"/>
<field name="arch" type="xml">
<data>
<xpath expr="//templates" position="before">
<field name="alias_id"/>
<field name="use_leads"/>
<field name="monthly_open_leads"/>
<field name="monthly_planned_revenue"/>
</xpath>
<xpath expr="//h4[@name='name']" position="after">
<div class="oe_kanban_alias oe_center" t-if="record.use_leads.raw_value and record.alias_id.value">
<small><span class="oe_e oe_e_alias" style="float: none;">%%</span><t t-raw="record.alias_id.raw_value[1]"/></small>
</div>
<div class="oe_items_list">
<div class="oe_salesteams_leads" t-if="record.use_leads.raw_value">
<a name="%(crm_case_form_view_salesteams_lead)d" type="action">Leads</a>
<a name="%(action_report_crm_lead_salesteam)d" type="action" class="oe_sparkline_bar_link">
<field name="monthly_open_leads" widget="sparkline_bar"
options="{'height': '20px', 'barWidth': 4, 'barSpacing': 1, 'delayIn': '3000', 'tooltip_suffix': ' Leads'}">Open Leads per Month<br/>Click to see a detailed analysis of leads.</field>
</a>
</div>
<div class="oe_salesteams_opportunities">
<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">Opportunities</a>
<a name="%(action_report_crm_opportunity_salesteam)d" type="action">
<field name="monthly_planned_revenue" widget="sparkline_bar"
options="{'height': '20px', 'barWidth': '4', 'barSpacing': '1', 'delayIn': '3000', 'tooltip_suffix': ' (Planned Revenue)'}">Planned Revenue per Month<br/>Click to see a detailed analysis of opportunities.</field>
</a>
</div>
</div>
</xpath>
</data>
</field>
</record>
<record model="ir.ui.view" id="sales_team_form_view_in_crm">
<field name="name">crm.case.section.form</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="sales_team.crm_case_section_view_form"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='name']" position="after">
<h6><field name="use_leads"/><label for="use_leads" string="Leads"/></h6>
</xpath>
<xpath expr="//group/field[@name='active']" position="inside">
<group>
<label for="alias_name" string="Email Alias"
attrs="p'invisible': [('alias_domain', '=', False)]}"/>
<div name="alias_def"
attrs="{'invisible': [('alias_domain', '=', False)]}">
<field name="alias_id" class="oe_read_only oe_inline"
string="Email Alias" required="0"/>
<div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
</div>
</div>
<field name="alias_contact" class="oe_inline"
string="Accept Emails From"
attrs="{'invisible': [('alias_domain', '=', False)]}"/>
</group>
</xpath>
<xpath expr="//page[@string='Team Members']" position="after">
<page string="Stages">
<separator string="Select Stages for this Sales Team"/>
<field name="stage_ids"/>
</page>
</xpath>
</field>
</record>
<!-- Case Sections Action -->
<record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_salesteams_oppor11">
<field name="sequence" eval="0"/>
<field name="view_mode">kanban</field>
<field name="view_id" ref="crm_case_kanban_view_leads"/>
<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_salesteams_oppor11">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_salesteams_oppor11">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
</record>
<record id="crm_case_section_act_tree" model="ir.actions.act_window">
<field name="name">Cases by Sales Team</field>
<field name="res_model">crm.case.section</field>
<field name="domain">[('parent_id','=',False)]</field>
<field name="view_type">tree</field>
<field name="view_id" ref="sales_team.crm_case_section_view_tree"/>
</record>
</data>
</openerp>

13
addons/crm/security/crm_security.xml
View File

@ -24,19 +24,6 @@
<field name="users" eval="[(4, ref('base.user_root'))]"/>
</record>
<record id="base.group_mono_salesteams" model="res.groups">
<field name="name">Do Not Use Sales Teams</field>
<field name="category_id" ref="base.module_category_hidden"/>
</record>
<record id="base.group_user" model="res.groups">
<field name="implied_ids" eval="[(4, ref('base.group_mono_salesteams'))]"/>
</record>
<record id="base.group_multi_salesteams" model="res.groups">
<field name="name">Manage Sales Teams</field>
<field name="category_id" ref="base.module_category_hidden"/>
</record>
<record id="group_fund_raising" model="res.groups">
<field name="name">Manage Fund Raising</field>
<field name="category_id" ref="base.module_category_hidden"/>

3
addons/crm/security/ir.model.access.csv
View File

@ -5,15 +5,12 @@ access_crm_segmentation,crm.segmentation,model_crm_segmentation,base.group_sale_
access_crm_segmentation_line,crm.segmentation.line,model_crm_segmentation_line,base.group_sale_manager,1,1,1,1
access_crm_case_channel_user,crm.case.channel user,model_crm_case_channel,base.group_sale_salesman,1,0,0,0
access_crm_case_channel_manager,crm.case.channel manager,model_crm_case_channel,base.group_sale_manager,1,1,1,1
access_crm_case_section,crm.case.section,model_crm_case_section,base.group_user,1,0,0,0
access_crm_case_categ,crm.case.categ,model_crm_case_categ,base.group_sale_salesman,1,1,1,0
access_crm_lead_manager,crm.lead.manager,model_crm_lead,base.group_sale_manager,1,1,1,1
access_crm_phonecall_manager,crm.phonecall.manager,model_crm_phonecall,base.group_sale_manager,1,1,1,1
access_crm_case_categ,crm.case.categ,model_crm_case_categ,base.group_user,1,0,0,0
access_crm_lead,crm.lead,model_crm_lead,base.group_sale_salesman,1,1,1,0
access_crm_phonecall,crm.phonecall,model_crm_phonecall,base.group_sale_salesman,1,1,1,0
access_crm_case_section_user,crm.case.section.user,model_crm_case_section,base.group_sale_salesman,1,0,0,0
access_crm_case_section_manager,crm.case.section.manager,model_crm_case_section,base.group_sale_manager,1,1,1,1
access_crm_case_stage,crm.case.stage,model_crm_case_stage,,1,0,0,0
access_crm_case_stage_manager,crm.case.stage,model_crm_case_stage,base.group_sale_manager,1,1,1,1
access_crm_case_resource_type_user,crm_case_resource_type user,model_crm_case_resource_type,base.group_sale_salesman,1,1,1,0

1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
5 access_crm_segmentation_line crm.segmentation.line model_crm_segmentation_line base.group_sale_manager 1 1 1 1
6 access_crm_case_channel_user crm.case.channel user model_crm_case_channel base.group_sale_salesman 1 0 0 0
7 access_crm_case_channel_manager crm.case.channel manager model_crm_case_channel base.group_sale_manager 1 1 1 1
access_crm_case_section crm.case.section model_crm_case_section base.group_user 1 0 0 0
8 access_crm_case_categ crm.case.categ model_crm_case_categ base.group_sale_salesman 1 1 1 0
9 access_crm_lead_manager crm.lead.manager model_crm_lead base.group_sale_manager 1 1 1 1
10 access_crm_phonecall_manager crm.phonecall.manager model_crm_phonecall base.group_sale_manager 1 1 1 1
11 access_crm_case_categ crm.case.categ model_crm_case_categ base.group_user 1 0 0 0
12 access_crm_lead crm.lead model_crm_lead base.group_sale_salesman 1 1 1 0
13 access_crm_phonecall crm.phonecall model_crm_phonecall base.group_sale_salesman 1 1 1 0
access_crm_case_section_user crm.case.section.user model_crm_case_section base.group_sale_salesman 1 0 0 0
access_crm_case_section_manager crm.case.section.manager model_crm_case_section base.group_sale_manager 1 1 1 1
14 access_crm_case_stage crm.case.stage model_crm_case_stage 1 0 0 0
15 access_crm_case_stage_manager crm.case.stage model_crm_case_stage base.group_sale_manager 1 1 1 1
16 access_crm_case_resource_type_user crm_case_resource_type user model_crm_case_resource_type base.group_sale_salesman 1 1 1 0

2
addons/crm/static/src/css/Makefile
View File

@ -1,2 +0,0 @@
crm.css: crm.sass
sass --trace -t expanded crm.sass:crm.css

2
addons/crm/test/crm_lead_cancel.yml
View File

@ -5,7 +5,7 @@
uid: 'crm_res_users_salesmanager'
-
!python {model: crm.lead}: |
section_id = self.pool.get('crm.case.section').create(cr, uid, {'name': "Phone Marketing", 'parent_id': ref("crm.crm_case_section_2")})
section_id = self.pool.get('crm.case.section').create(cr, uid, {'name': "Phone Marketing", 'parent_id': ref("sales_team.crm_case_section_2")})
self.write(cr, uid, [ref("crm_case_1")], {'section_id': section_id})
-
Salesman check unqualified lead .

2
addons/crm/test/crm_lead_find_stage.yml
View File

@ -6,7 +6,7 @@
name: 'Test lead new'
partner_id: base.res_partner_1
description: This is the description of the test new lead.
section_id: crm.section_sales_department
section_id: sales_team.section_sales_department
-
I check default stage of lead.
-

2
addons/crm/test/lead2opportunity2win.yml
View File

@ -65,7 +65,7 @@
-
!python {model: crm.lead2opportunity.partner.mass}: |
context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_13"), ref("crm_case_2")], 'active_id': ref("crm_case_13")})
id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('base.user_root')])], 'section_id': ref('crm.section_sales_department')}, context=context)
id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('base.user_root')])], 'section_id': ref('sales_team.section_sales_department')}, context=context)
self.mass_convert(cr, uid, [id], context=context)
-
Now I check first lead converted on opportunity.

2
addons/crm/test/lead2opportunity_assign_salesmen.yml
View File

@ -66,7 +66,7 @@
-
!python {model: crm.lead2opportunity.partner.mass}: |
context.update({'active_model': 'crm.lead', 'active_ids': [ref("test_crm_lead_01"), ref("test_crm_lead_02"), ref("test_crm_lead_03"), ref("test_crm_lead_04"), ref("test_crm_lead_05"), ref("test_crm_lead_06")], 'active_id': ref("test_crm_lead_01")})
id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('test_res_user_01'), ref('test_res_user_02'), ref('test_res_user_03'), ref('test_res_user_04')])], 'section_id': ref('crm.section_sales_department'), 'deduplicate': False, 'force_assignation': True}, context=context)
id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('test_res_user_01'), ref('test_res_user_02'), ref('test_res_user_03'), ref('test_res_user_04')])], 'section_id': ref('sales_team.section_sales_department'), 'deduplicate': False, 'force_assignation': True}, context=context)
self.mass_convert(cr, uid, [id], context=context)
-
The leads should now be opps with a salesman and a salesteam. Also, salesmen should have been assigned following a round-robin method.

13
addons/crm/views/crm.xml
View File

@ -1,13 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<!-- vim:fdn=3:
-->
<openerp>
<data>
<template id="assets_backend" name="crm assets" inherit_id="web.assets_backend">
<xpath expr="." position="inside">
<link rel="stylesheet" href="/crm/static/src/css/crm.css"/>
<script type="text/javascript" src="/crm/static/src/js/crm_case_section.js"></script>
</xpath>
</template>
</data>
</openerp>

2
addons/crm/wizard/crm_lead_to_opportunity_view.xml
View File

@ -12,7 +12,7 @@
</group>
<group string="Assign opportunities to">
<field name="user_id" class="oe_inline" on_change="on_change_user(user_id, section_id, context)"/>
<field name="section_id" class="oe_inline"/>
<field name="section_id" class="oe_inline" groups="base.group_multi_salesteams"/>
</group>
<group string="Opportunities">
<field name="opportunity_ids" attrs="{'invisible': [('name', '!=', 'merge')]}" nolabel="1">

2
addons/crm/wizard/crm_merge_opportunities_view.xml
View File

@ -10,7 +10,7 @@
<form string="Merge Leads/Opportunities" version="7.0">
<group string="Assign opportunities to">
<field name="user_id" class="oe_inline" on_change="on_change_user(user_id, section_id, context)"/>
<field name="section_id" class="oe_inline"/>
<field name="section_id" class="oe_inline" groups="base.group_multi_salesteams"/>
</group>
<group string="Select Leads/Opportunities">
<field name="opportunity_ids" nolabel="1">

10
addons/crm_claim/crm_claim_data.xml
View File

@ -8,19 +8,19 @@
<record model="crm.case.categ" id="categ_claim1">
<field name="name">Factual Claims</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_claim2">
<field name="name">Value Claims</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_claim3">
<field name="name">Policy Claims</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
@ -30,12 +30,12 @@
<record model="crm.case.resource.type" id="type_claim1">
<field name="name">Corrective</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_claim2">
<field name="name">Preventive</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<!--

14
addons/crm_claim/crm_claim_demo.xml
View File

@ -12,7 +12,7 @@
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Problem with the delivery of goods&quot;" name="name"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim1"/>
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
@ -24,7 +24,7 @@
<field eval="&quot;0&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Damaged Products&quot;" name="name"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim2"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
@ -36,7 +36,7 @@
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Document related problems&quot;" name="name"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim2"/>
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
@ -49,7 +49,7 @@
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Product quality not maintained&quot;" name="name"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
@ -61,7 +61,7 @@
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Some products missing&quot;" name="name"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim3"/>
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
@ -72,7 +72,7 @@
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Problem with the delivery of assignments&quot;" name="name"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
@ -85,7 +85,7 @@
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Documents unclear&quot;" name="name"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim2"/>

2
addons/crm_claim/report/crm_claim_report_view.xml
View File

@ -46,7 +46,7 @@
</group>
<group expand="1" string="Group By...">
<filter string="Salesperson" name="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
<filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Partner" name="partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />

6
addons/crm_helpdesk/crm_helpdesk_demo.xml
View File

@ -7,7 +7,7 @@
<field name="company_id" ref="base.main_company"/>
<field name="priority">1</field>
<field name="state">draft</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date" eval="time.strftime('%Y-%m-04 11:10:36')"/>
<field name="name">Download old version of OpenERP? </field>
<field eval="&quot;Is there any link to download old versions of OpenERP?&quot;" name="description"/>
@ -19,7 +19,7 @@
<field name="company_id" ref="base.main_company"/>
<field name="priority">1</field>
<field name="state">draft</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date" eval="time.strftime('%Y-%m-12 11:12:09')"/>
<field name="name">Can not able to connect to Server</field>
<field eval="&quot;I am not able to connect Server, Can anyone help?&quot;" name="description"/>
@ -31,7 +31,7 @@
<field name="company_id" ref="base.main_company"/>
<field name="priority">2</field>
<field name="state">draft</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date" eval="time.strftime('%Y-%m-12 11:13:10')"/>
<field name="name">Documentation for CRM?</field>
<field eval="&quot;Can anyone give link of document for CRM&quot;" name="description"/>

2
addons/crm_partner_assign/crm_lead_demo.xml
View File

@ -16,7 +16,7 @@
<field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor1')])]"/>
<field name="channel_id" ref="crm.crm_case_channel_email"/>
<field name="priority">2</field>
<field name="section_id" ref="crm.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="crm.stage_lead1"/>
<field name="description">Hi,

4
addons/crm_partner_assign/crm_portal_view.xml
View File

@ -18,7 +18,7 @@
<field name="type_id" invisible="1"/>
<field name="referred" invisible="1"/>
<field name="channel_id" invisible="1"/>
<field name="section_id" invisible="context.get('invisible_section', True)" />
<field name="section_id" invisible="context.get('invisible_section', True)" groups="base.group_multi_salesteams"/>
<button string="I'm interested" name="case_interested" icon="gtk-index" type="object"/>
<button string="I'm not interested" name="case_disinterested" icon="gtk-close" type="object"/>
@ -84,7 +84,7 @@
<field name="type_id" invisible="1"/>
<field name="planned_revenue" sum="Expected Revenues"/>
<field name="probability" widget="progressbar" avg="Avg. of Probability"/>
<field name="section_id" invisible="context.get('invisible_section', True)" />
<field name="section_id" groups="base.group_multi_salesteams" invisible="context.get('invisible_section', True)" />
<field name="priority" invisible="1"/>
</tree>
</field>

4
addons/crm_partner_assign/report/crm_lead_report_view.xml
View File

@ -27,9 +27,9 @@
domain="[]" context="{'group_by':'user_id'}" />
<filter string="Partner" icon="terp-partner" context="{'group_by':'partner_assigned_id'}" />
<filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
<filter string="Section" icon="terp-personal+"
<filter string="Sales Team" icon="terp-personal+"
domain="[]"
context="{'group_by':'section_id'}" />
context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Grade" name="group_grade" icon="terp-stock_symbol-selection"
domain="[]" context="{'group_by':'grade_id'}" />
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>

4
addons/crm_partner_assign/report/crm_partner_report_view.xml
View File

@ -16,8 +16,8 @@
<filter string="Salesperson" name="user" icon="terp-personal"
domain="[]" context="{'group_by':'user_id'}" />
<filter string="Country" icon="terp-go-home" name="group_country" context="{'group_by':'country_id'}" />
<filter string="Section" icon="terp-personal+"
domain="[]" context="{'group_by':'section_id'}" />
<filter string="Sales Team" icon="terp-personal+"
domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Activation" name="group_activation" icon="terp-stock_symbol-selection"
domain="[]" context="{'group_by':'activation'}" />
<filter string="Grade" name="group_grade" icon="terp-stock_symbol-selection"

30
addons/project_issue/project_issue_demo.xml
View File

@ -38,7 +38,7 @@
<field name="priority">0</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_2"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field name="project_id" ref="project.project_project_1"/>
<field eval="15.0" name="duration"/>
@ -54,7 +54,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="3.5" name="duration"/>
<field name="name">Program not giving proper output</field>
@ -66,7 +66,7 @@
<field eval="time.strftime('%Y-%m-18 14:30:00')" name="date"/>
<field name="priority">0</field>
<field name="user_id" ref="base.user_demo"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="2.3" name="duration"/>
<field name="project_id" ref="project.project_project_5"/>
@ -82,7 +82,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_14"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="4.0" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>
@ -95,7 +95,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_13"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="1.0" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>
@ -108,7 +108,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="4.0" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>
@ -124,7 +124,7 @@
<field name="priority">2</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="2.0" name="duration"/>
<field name="project_id" ref="project.project_project_2"/>
@ -137,7 +137,7 @@
<field name="priority">2</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="7.3" name="duration"/>
<field name="project_id" ref="project.project_project_2"/>
@ -162,7 +162,7 @@
<field name="priority">2</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_2"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="13.0" name="duration"/>
<field name="project_id" ref="project.project_project_2"/>
@ -175,7 +175,7 @@
<field name="priority">0</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_8"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="3.2" name="duration"/>
<field name="project_id" ref="project.project_project_3"/>
@ -188,7 +188,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_demo"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="3.0" name="duration"/>
<field name="project_id" ref="project.project_project_3"/>
@ -202,7 +202,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="2.0" name="duration"/>
<field name="project_id" ref="project.project_project_2"/>
@ -216,7 +216,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="2.45" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>
@ -229,7 +229,7 @@
<field name="priority">0</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="15.0" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>
@ -242,7 +242,7 @@
<field name="priority">2</field>
<field name="user_id" ref="base.user_demo"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="06.15" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>

2
addons/project_issue/report/project_issue_report_view.xml
View File

@ -31,7 +31,7 @@
<group expand="1" string="Group By...">
<filter string="Assigned to" name="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
<filter string="Contact" icon="terp-partner" context="{'group_by':'partner_id'}" />
<filter string="Sale Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" />
<filter string="Sale Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Project" name="project" icon="terp-folder-violet" context="{'group_by':'project_id'}" />
<filter string="Task" icon="terp-stock_align_left_24" domain="[]" context="{'group_by':'task_id'}"/>
<filter string="Version" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'version_id'}"/>

7
addons/sale/__init__.py
View File

@ -19,15 +19,10 @@
#
##############################################################################
#----------------------------------------------------------
# Init Sales
#----------------------------------------------------------
import sale
import sales_team
import res_partner
import wizard
import report
import edi
import res_config
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

3
addons/sale/__openerp__.py
View File

@ -59,7 +59,7 @@ The Dashboard for the Sales Manager will include
'author': 'OpenERP SA',
'website': 'http://www.openerp.com',
'images': ['images/Sale_order_line_to_invoice.jpeg','images/sale_order.jpeg','images/sales_analysis.jpeg'],
'depends': ['account_voucher', 'procurement', 'report'],
'depends': ['sales_team','account_voucher', 'procurement', 'report'],
'data': [
'wizard/sale_make_invoice_advance.xml',
'wizard/sale_line_invoice.xml',
@ -71,6 +71,7 @@ The Dashboard for the Sales Manager will include
'sale_report.xml',
'sale_data.xml',
'sale_view.xml',
'sales_team_view.xml',
'res_partner_view.xml',
'report/sale_report_view.xml',
'edi/sale_order_action_data.xml',

2
addons/sale/report/__init__.py
View File

@ -20,5 +20,5 @@
##############################################################################
import sale_report
import invoice_report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

0
addons/sale_crm/report/sales_crm_account_invoice_report.py → addons/sale/report/invoice_report.py
View File

7
addons/sale/report/sale_report.py
View File

@ -53,6 +53,7 @@ class sale_report(osv.osv):
], 'Order Status', readonly=True),
'pricelist_id': fields.many2one('product.pricelist', 'Pricelist', readonly=True),
'analytic_account_id': fields.many2one('account.analytic.account', 'Analytic Account', readonly=True),
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
_order = 'date desc'
@ -73,7 +74,8 @@ class sale_report(osv.osv):
s.state,
t.categ_id as categ_id,
s.pricelist_id as pricelist_id,
s.project_id as analytic_account_id
s.project_id as analytic_account_id,
s.section_id as section_id
"""
return select_str
@ -101,7 +103,8 @@ class sale_report(osv.osv):
s.company_id,
s.state,
s.pricelist_id,
s.project_id
s.project_id,
s.section_id
"""
return group_by_str

1
addons/sale/report/sale_report_view.xml
View File

@ -34,6 +34,7 @@
</group>
<group expand="1" string="Group By...">
<filter string="Salesperson" icon="terp-personal" name="User" context="{'group_by':'user_id'}"/>
<filter string="Sales Team" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Partner" icon="terp-partner" name="Customer" context="{'group_by':'partner_id'}"/>
<filter string="Product" icon="terp-accessories-archiver" context="{'group_by':'product_id','set_visible':True}"/>
<filter string="Reference Unit of Measure" icon="terp-mrp" context="{'group_by':'product_uom'}"/>

60
addons/sale/sale.py
View File

@ -163,6 +163,28 @@ class sale_order(osv.osv):
raise osv.except_osv(_('Error!'), _('There is no default company for the current user!'))
return company_id
def _get_default_section_id(self, cr, uid, context=None):
""" Gives default section by checking if present in the context """
section_id = self._resolve_section_id_from_context(cr, uid, context=context) or False
if not section_id:
section_id = self.pool.get('res.users').browse(cr, uid, uid, context).default_section_id.id or False
return section_id
def _resolve_section_id_from_context(self, cr, uid, context=None):
""" Returns ID of section based on the value of 'section_id'
context key, or None if it cannot be resolved to a single
Sales Team.
"""
if context is None:
context = {}
if type(context.get('default_section_id')) in (int, long):
return context.get('default_section_id')
if isinstance(context.get('default_section_id'), basestring):
section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=context['default_section_id'], context=context)
if len(section_ids) == 1:
return int(section_ids[0][0])
return None
_columns = {
'name': fields.char('Order Reference', size=64, required=True,
readonly=True, states={'draft': [('readonly', False)], 'sent': [('readonly', False)]}, select=True),
@ -228,7 +250,9 @@ class sale_order(osv.osv):
'payment_term': fields.many2one('account.payment.term', 'Payment Term'),
'fiscal_position': fields.many2one('account.fiscal.position', 'Fiscal Position'),
'company_id': fields.many2one('res.company', 'Company'),
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
'procurement_group_id': fields.many2one('procurement.group', 'Procurement group'),
}
_defaults = {
'date_order': fields.datetime.now,
@ -239,7 +263,8 @@ class sale_order(osv.osv):
'name': lambda obj, cr, uid, context: '/',
'partner_invoice_id': lambda self, cr, uid, context: context.get('partner_id', False) and self.pool.get('res.partner').address_get(cr, uid, [context['partner_id']], ['invoice'])['invoice'],
'partner_shipping_id': lambda self, cr, uid, context: context.get('partner_id', False) and self.pool.get('res.partner').address_get(cr, uid, [context['partner_id']], ['delivery'])['delivery'],
'note': lambda self, cr, uid, context: self.pool.get('res.users').browse(cr, uid, uid, context=context).company_id.sale_note
'note': lambda self, cr, uid, context: self.pool.get('res.users').browse(cr, uid, uid, context=context).company_id.sale_note,
'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
}
_sql_constraints = [
('name_uniq', 'unique(name, company_id)', 'Order Reference must be unique per Company!'),
@ -374,7 +399,8 @@ class sale_order(osv.osv):
'fiscal_position': order.fiscal_position.id or order.partner_id.property_account_position.id,
'date_invoice': context.get('date_invoice', False),
'company_id': order.company_id.id,
'user_id': order.user_id and order.user_id.id or False
'user_id': order.user_id and order.user_id.id or False,
'section_id' : order.section_id.id
}
# Care for deprecated _inv_get() hook - FIXME: to be removed after 6.1
@ -1189,6 +1215,36 @@ class mail_compose_message(osv.Model):
class account_invoice(osv.Model):
_inherit = 'account.invoice'
def _get_default_section_id(self, cr, uid, context=None):
""" Gives default section by checking if present in the context """
section_id = self._resolve_section_id_from_context(cr, uid, context=context) or False
if not section_id:
section_id = self.pool.get('res.users').browse(cr, uid, uid, context).default_section_id.id or False
return section_id
def _resolve_section_id_from_context(self, cr, uid, context=None):
""" Returns ID of section based on the value of 'section_id'
context key, or None if it cannot be resolved to a single
Sales Team.
"""
if context is None:
context = {}
if type(context.get('default_section_id')) in (int, long):
return context.get('default_section_id')
if isinstance(context.get('default_section_id'), basestring):
section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=context['default_section_id'], context=context)
if len(section_ids) == 1:
return int(section_ids[0][0])
return None
_columns = {
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
_defaults = {
'section_id': lambda self, cr, uid, c=None: self._get_default_section_id(cr, uid, context=c)
}
def confirm_paid(self, cr, uid, ids, context=None):
sale_order_obj = self.pool.get('sale.order')
res = super(account_invoice, self).confirm_paid(cr, uid, ids, context=context)

18
addons/sale/sale_data.xml
View File

@ -29,7 +29,7 @@
<field name="body"><![CDATA[<p>This application lets you create and send quotations and process your sales orders; from delivery to invoicing.</p>
<p>If you need to manage your sales pipeline (leads, opportunities, phonecalls), the <i>CRM</i> application may be useful. Use the Settings menu to install it.</p>]]></field>
</record>
<!-- Sale-related subtypes for messaging / Chatter -->
<record id="mt_order_sent" model="mail.message.subtype">
<field name="name">Quotation sent</field>
@ -44,5 +44,21 @@
<field name="description">Quotation confirmed</field>
</record>
<!-- Salesteam-related subtypes for messaging / Chatter -->
<record id="mt_salesteam_order_sent" model="mail.message.subtype">
<field name="name">Quotation Send</field>
<field name="sequence">20</field>
<field name="res_model">crm.case.section</field>
<field name="parent_id" eval="ref('sale.mt_order_sent')"/>
<field name="relation_field">section_id</field>
</record>
<record id="mt_salesteam_order_confirmed" model="mail.message.subtype">
<field name="name">Sales Order Confirmed</field>
<field name="sequence">21</field>
<field name="res_model">crm.case.section</field>
<field name="parent_id" eval="ref('sale.mt_order_confirmed')"/>
<field name="relation_field">section_id</field>
</record>
</data>
</openerp>

103
addons/sale/sale_demo.xml
View File

@ -2,12 +2,24 @@
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="sales_team.section_sales_department">
<field name="invoiced_forecast">52700</field>
<field name="invoiced_target">60000</field>
</record>
<record model="crm.case.section" id="sales_team.crm_case_section_1">
<field name="invoiced_forecast">36000</field>
<field name="invoiced_target">40000</field>
</record>
<record id="sale_order_1" model="sale.order">
<field name="partner_id" ref="base.res_partner_2"/>
<field name="partner_invoice_id" ref="base.res_partner_2"/>
<field name="partner_shipping_id" ref="base.res_partner_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale_order_line_1" model="sale.order.line">
@ -47,6 +59,8 @@
<field name="user_id" ref="base.user_root"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="order_policy">manual</field>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale_order_line_4" model="sale.order.line">
@ -76,6 +90,7 @@
<field name="user_id" ref="base.user_root"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="order_policy">manual</field>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record id="sale_order_line_6" model="sale.order.line">
@ -104,6 +119,7 @@
<field name="partner_shipping_id" ref="base.res_partner_address_25"/>
<field name="user_id" ref="base.user_root"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record id="sale_order_line_8" model="sale.order.line">
@ -152,6 +168,8 @@
<field name="partner_shipping_id" ref="base.res_partner_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale_order_line_12" model="sale.order.line">
@ -190,6 +208,7 @@
<field name="partner_shipping_id" ref="base.res_partner_18"/>
<field name="user_id" ref="base.user_root"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
</record>
<record id="sale_order_line_15" model="sale.order.line">
@ -209,6 +228,8 @@
<field name="user_id" ref="base.user_root"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="order_policy">manual</field>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date_confirm" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale_order_line_16" model="sale.order.line">
@ -259,6 +280,7 @@
<field name="user_id" ref="base.user_demo"/>
<field name="pricelist_id" ref="product.list0"/>
<field name="order_policy">manual</field>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
</record>
<record id="sale_order_line_20" model="sale.order.line">
@ -335,5 +357,86 @@ Thanks!</field>
<field eval="[(4, ref('base.group_sale_salesman'))]" name="groups_id"/>
</record>
<!-- coming from sale_crm -->
<record id="test_crm_sale_invoice_1" model="account.invoice">
<field name="currency_id" ref="base.EUR"/>
<field name="company_id" ref="base.main_company"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="journal_id" ref="account.sales_journal"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="state">draft</field>
<field name="type">in_invoice</field>
<field name="account_id" ref="account.a_recv"/>
<field name="name">Test invoice 1</field>
</record>
<record id="test_crm_sale_invoice_1_line_1" model="account.invoice.line">
<field name="name">Basic computer with Dvorak keyboard and left-handed mouse</field>
<field name="invoice_id" ref="test_crm_sale_invoice_1"/>
<field name="price_unit">250</field>
<field name="quantity">1</field>
<field name="account_id" ref="account.a_sale"/>
</record>
<record id="test_crm_sale_invoice_1_line_2" model="account.invoice.line">
<field name="name">Little server with raid 1 and 512ECC ram</field>
<field name="invoice_id" ref="test_crm_sale_invoice_1"/>
<field name="price_unit">800</field>
<field name="quantity">2</field>
<field name="account_id" ref="account.a_sale"/>
</record>
<record id="test_crm_sale_invoice_1_line_2" model="account.invoice.line">
<field name="name">Server with raid 10 and 2048ECC ram</field>
<field name="invoice_id" ref="test_crm_sale_invoice_1"/>
<field name="price_unit">4800</field>
<field name="quantity">4</field>
<field name="account_id" ref="account.a_sale"/>
</record>
<workflow action="invoice_open" model="account.invoice" ref="test_crm_sale_invoice_1"/>
<function model="account.invoice" name="pay_and_reconcile">
<!-- ids = --> <value eval="[ref('test_crm_sale_invoice_1')]"/>
<!-- pay_amount = --> <value eval="1850"/>
<!-- pay_account_id = --> <value eval="ref('account.cash')"/>
<!-- period_id = --> <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
<!-- pay_journal_id = --> <value eval="ref('account.bank_journal')"/>
<!-- writeoff_acc_id = --> <value eval="ref('account.cash')"/>
<!-- writeoff_period_id = --> <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
<!-- writeoff_journal_id = --> <value eval="ref('account.bank_journal')"/>
<!-- context = --> <value eval="{}"/>
<!-- name = --> <value eval="str('Payment from ASUStek')"/>
</function>
<!-- Invoice for Indirect Marketing -->
<record id="test_crm_sale_invoice_2" model="account.invoice">
<field name="currency_id" ref="base.EUR"/>
<field name="company_id" ref="base.main_company"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="journal_id" ref="account.sales_journal"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="state">draft</field>
<field name="type">out_invoice</field>
<field name="account_id" ref="account.a_recv"/>
<field name="name">Test invoice 1</field>
</record>
<record id="test_crm_sale_invoice_2_line_1" model="account.invoice.line">
<field name="name">Basic formation with Dvorak</field>
<field name="invoice_id" ref="test_crm_sale_invoice_2"/>
<field name="price_unit">500</field>
<field name="quantity">1</field>
<field name="account_id" ref="account.a_sale"/>
</record>
<workflow action="invoice_open" model="account.invoice" ref="test_crm_sale_invoice_2"/>
<function model="account.invoice" name="pay_and_reconcile">
<!-- ids = --> <value eval="[ref('test_crm_sale_invoice_2')]"/>
<!-- pay_amount = --> <value eval="500"/>
<!-- pay_account_id = --> <value eval="ref('account.cash')"/>
<!-- period_id = --> <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
<!-- pay_journal_id = --> <value eval="ref('account.bank_journal')"/>
<!-- writeoff_acc_id = --> <value eval="ref('account.cash')"/>
<!-- writeoff_period_id = --> <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
<!-- writeoff_journal_id = --> <value eval="ref('account.bank_journal')"/>
<!-- context = --> <value eval="{}"/>
<!-- name = --> <value eval="str('Payment from ASUStek')"/>
</function>
</data>
</openerp>

161
addons/sale/sale_view.xml
View File

@ -201,6 +201,7 @@
<group>
<group name="sales_person" groups="base.group_user">
<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'account.group_account_invoice', 'base.group_sale_salesman_all_leads']}"/>
<field name="section_id" options="{'no_create': True}" groups="base.group_multi_salesteams"/>
<field groups="base.group_no_one" name="origin"/>
</group>
<group name="sale_pay">
@ -255,12 +256,14 @@
<filter string="My" domain="[('user_id','=',uid)]" help="My Sales Orders" icon="terp-personal" name="my_sale_orders_filter"/>
<field name="partner_id" operator="child_of"/>
<field name="user_id"/>
<field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
<field name="project_id"/>
<group expand="0" string="Group By...">
<filter string="Customer" icon="terp-personal" domain="[]" context="{'group_by':'partner_id'}"/>
<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
<filter string="Order Month" icon="terp-go-month" domain="[]" context="{'group_by':'date_order'}"/>
<filter string="My Sales Team(s)" icon="terp-personal+" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
</group>
</search>
</field>
@ -519,5 +522,163 @@
</xpath>
</field>
</record>
<!-- Update account invoice list view!-->
<record model="ir.ui.view" id="account_invoice_tree">
<field name="name">Account Invoice</field>
<field name="model">account.invoice</field>
<field name="inherit_id" ref="account.invoice_tree"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='user_id']" position="after">
<field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
</xpath>
</data>
</field>
</record>
<!-- Update account invoice search view!-->
<record id="account_invoice_groupby_inherit" model="ir.ui.view">
<field name="name">account.invoice.groupby</field>
<field name="model">account.invoice</field>
<field name="inherit_id" ref="account.view_account_invoice_filter"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='user_id']" position="after">
<field name="section_id" groups="base.group_multi_salesteams"/>
</xpath>
<xpath expr="//group/filter[@string='Due Month']" position="after">
<filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
</xpath>
</field>
</record>
<!-- Update account invoice !-->
<record model="ir.ui.view" id="account_invoice_form">
<field name="name">Account Invoice</field>
<field name="model">account.invoice</field>
<field name="inherit_id" ref="account.invoice_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='user_id']" position="after">
<field name="section_id" groups="base.group_multi_salesteams"/>
</xpath>
</data>
</field>
</record>
<!-- search by Salesteams -->
<record id="action_orders_salesteams" model="ir.actions.act_window">
<field name="name">Sales Orders</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.order</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar,graph</field>
<field name="search_view_id" ref="sale.view_sales_order_filter"/>
<field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
<field name="context">{
'search_default_section_id': [active_id],
'default_section_id': active_id,
}
</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to create a quotation that can be converted into a sales
order.
</p><p>
OpenERP will help you efficiently handle the complete sales flow:
quotation, sales order, delivery, invoicing and payment.
</p>
</field>
</record>
<record id="action_quotations_salesteams" model="ir.actions.act_window">
<field name="name">Quotations</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.order</field>
<field name="view_type">form</field>
<field name="view_id" ref="sale.view_quotation_tree"/>
<field name="view_mode">tree,form,calendar,graph</field>
<field name="context">{
'search_default_section_id': [active_id],
'default_section_id': active_id,
'show_address': 1,
}
</field>
<field name="domain">[('state','in',('draft','sent','cancel'))]</field>
<field name="search_view_id" ref="sale.view_sales_order_filter"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to create a quotation, the first step of a new sale.
</p><p>
OpenERP will help you handle efficiently the complete sale flow:
from the quotation to the sales order, the
delivery, the invoicing and the payment collection.
</p><p>
The social feature helps you organize discussions on each sales
order, and allow your customers to keep track of the evolution
of the sales order.
</p>
</field>
</record>
<record id="action_invoice_salesteams" model="ir.actions.act_window">
<field name="name">Invoices</field>
<field name="res_model">account.invoice</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar,graph</field>
<field name="view_id" ref="account.invoice_tree"/>
<field name="domain">[
('state', 'not in', ['draft', 'cancel']),
('type', '=', 'out_invoice')]</field>
<field name="context">{
'search_default_section_id': [active_id],
'default_section_id': active_id,
'default_type':'out_invoice',
'type':'out_invoice',
'journal_type': 'sale',
}
</field>
<field name="search_view_id" ref="account.view_account_invoice_filter"/>
</record>
<record id="action_invoice_salesteams_view_tree" model="ir.actions.act_window.view">
<field name="sequence">1</field>
<field name="view_mode">tree</field>
<field name="act_window_id" ref="sale.action_invoice_salesteams"/>
</record>
<record id="action_invoice_salesteams_view_form" model="ir.actions.act_window.view">
<field name="sequence">2</field>
<field name="view_mode">form</field>
<field name="view_id" ref="account.invoice_form"/>
<field name="act_window_id" ref="sale.action_invoice_salesteams"/>
</record>
<record id="action_order_report_quotation_salesteam" model="ir.actions.act_window">
<field name="name">Quotations Analysis</field>
<field name="res_model">sale.report</field>
<field name="view_mode">graph</field>
<field name="domain">[('state','=','draft'),('section_id', '=', active_id)]</field>
<field name="context">{'search_default_order_month':1}</field>
<field name="help">This report performs analysis on your quotations. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
</record>
<record id="action_order_report_so_salesteam" model="ir.actions.act_window">
<field name="name">Sales Analysis</field>
<field name="res_model">sale.report</field>
<field name="view_mode">graph</field>
<field name="domain">[('state','not in',('draft','sent','cancel')),('section_id', '=', active_id)]</field>
<field name="context">{'search_default_order_month':1}</field>
<field name="help">This report performs analysis on your sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
</record>
<record id="action_account_invoice_report_salesteam" model="ir.actions.act_window">
<field name="name">Invoices Analysis</field>
<field name="res_model">account.invoice.report</field>
<field name="view_mode">graph</field>
<field name="domain">[('section_id', '=', active_id),('state', 'not in', ['draft', 'cancel'])]</field>
<field name="context">{'search_default_month':1}</field>
<field name="help">From this report, you can have an overview of the amount invoiced to your customer. The tool search can also be used to personalise your Invoices reports and so, match this analysis to your needs.</field>
</record>
</data>
</openerp>

61
addons/sale/sales_team.py Normal file
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@ -0,0 +1,61 @@
# -*- coding: utf-8 -*-
import calendar
from datetime import date
from dateutil import relativedelta
from openerp import tools
from openerp.osv import fields, osv
class crm_case_section(osv.osv):
_inherit = 'crm.case.section'
def _get_sale_orders_data(self, cr, uid, ids, field_name, arg, context=None):
obj = self.pool.get('sale.order')
res = dict.fromkeys(ids, False)
month_begin = date.today().replace(day=1)
date_begin = (month_begin - relativedelta.relativedelta(months=self._period_number - 1)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
for id in ids:
res[id] = dict()
created_domain = [('section_id', '=', id), ('state', '=', ['draft']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)]
res[id]['monthly_quoted'] = self.__get_bar_values(cr, uid, obj, created_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context)
validated_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'sent', 'cancel']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)]
res[id]['monthly_confirmed'] = self.__get_bar_values(cr, uid, obj, validated_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context)
return res
def _get_invoices_data(self, cr, uid, ids, field_name, arg, context=None):
obj = self.pool.get('account.invoice.report')
res = dict.fromkeys(ids, False)
month_begin = date.today().replace(day=1)
date_begin = (month_begin - relativedelta.relativedelta(months=self._period_number - 1)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
for id in ids:
created_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', date_begin), ('date', '<=', date_end)]
res[id] = self.__get_bar_values(cr, uid, obj, created_domain, ['price_total', 'date'], 'price_total', 'date', context=context)
return res
_columns = {
'invoiced_forecast': fields.integer(string='Invoice Forecast',
help="Forecast of the invoice revenue for the current month. This is the amount the sales \n"
"team should invoice this month. It is used to compute the progression ratio \n"
" of the current and forecast revenue on the kanban view."),
'invoiced_target': fields.integer(string='Invoice Target',
help="Target of invoice revenue for the current month. This is the amount the sales \n"
"team estimates to be able to invoice this month."),
'monthly_quoted': fields.function(_get_sale_orders_data,
type='string', readonly=True, multi='_get_sale_orders_data',
string='Rate of created quotation per duration'),
'monthly_confirmed': fields.function(_get_sale_orders_data,
type='string', readonly=True, multi='_get_sale_orders_data',
string='Rate of validate sales orders per duration'),
'monthly_invoiced': fields.function(_get_invoices_data,
type='string', readonly=True,
string='Rate of sent invoices per duration'),
}
def action_forecast(self, cr, uid, id, value, context=None):
return self.write(cr, uid, [id], {'invoiced_forecast': round(float(value))}, context=context)
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

74
addons/sale/sales_team_view.xml Normal file
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@ -0,0 +1,74 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<record id="crm_case_section_salesteams_view_form" model="ir.ui.view">
<field name="name">crm.case.section.form</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="sales_team.crm_case_section_view_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='code']" position="after">
<field name="invoiced_target"/>
<field name="invoiced_forecast"/>
</xpath>
</data>
</field>
</record>
<record id="crm_case_section_salesteams_view_kanban" model="ir.ui.view">
<field name="name">crm.case.section.kanban</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="sales_team.crm_case_section_salesteams_view_kanban"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='name']" position="after">
<field name="monthly_quoted"/>
<field name="monthly_confirmed"/>
<field name="monthly_invoiced"/>
<field name="invoiced_forecast"/>
<field name="invoiced_target"/>
</xpath>
<xpath expr="//div[@class='oe_clear']" position="before">
<div class="oe_items_list">
<div class="oe_salesteams_quotations">
<a name="%(action_quotations_salesteams)d" type="action" class="oe_sparkline_bar_link">Quotations</a>
<a name="%(action_order_report_quotation_salesteam)d" type="action" class="oe_sparkline_bar_link">
<field name="monthly_quoted" widget="sparkline_bar" options="{'delayIn': '3000'}">
Revenue of created quotations per month.<br/>Click to see a detailed analysis.
</field>
</a>
</div>
<div class="oe_salesteams_orders">
<a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
<a name="%(action_order_report_so_salesteam)d" type="action" class="oe_sparkline_bar_link">
<field name="monthly_confirmed" widget="sparkline_bar" options="{'delayIn': '3000'}">
Revenue of confirmed sales orders per month.<br/>Click to acces the Sales Analysis.
</field>
</a>
</div>
<div class="oe_salesteams_invoices" groups="account.group_account_invoice">
<a name="%(action_invoice_salesteams)d" type="action">Invoices</a>
<a name="%(action_account_invoice_report_salesteam)d" type="action" class="oe_sparkline_bar_link">
<field name="monthly_invoiced" widget="sparkline_bar" options="{'delayIn': '3000'}">
Revenue of sent invoices per month.<br/>Click to see a detailed analysis of invoices.
</field>
</a>
</div>
</div>
</xpath>
<xpath expr="//div[@class='oe_clear']" position="after">
<div class="oe_center" t-if="record.invoiced_target.raw_value">
<field name="monthly_invoiced" widget="gauge" style="width:160px; height: 120px; cursor: pointer;"
options="{'max_field': 'invoiced_target'}">Invoiced</field>
<field name="invoiced_forecast" widget="gauge" style="width:160px; height: 120px; cursor: pointer;"
options="{'max_field': 'invoiced_target', 'on_change': 'action_forecast'}">Forecast</field>
</div>
<div class="oe_center oe_salesteams_help" style="color:#bbbbbb;" t-if="!record.invoiced_target.raw_value">
<br/>Define an invoicing target in the sales team settings to see the period's achievement and forecast at a glance.
</div>
</xpath>
</data>
</field>
</record>
</data>
</openerp>

1
addons/sale_crm/__init__.py
View File

@ -21,6 +21,5 @@
import wizard
import sale_crm
import report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

4
addons/sale_crm/__openerp__.py
View File

@ -41,12 +41,10 @@ modules.
'data': [
'wizard/crm_make_sale_view.xml',
'sale_crm_view.xml',
'sale_crm_data.xml',
'security/sale_crm_security.xml',
'security/ir.model.access.csv',
'report/sale_report_view.xml',
],
'demo': ['sale_crm_demo.xml'],
'demo': [],
'test': ['test/sale_crm.yml'],
'installable': True,
'auto_install': True,

18
addons/sale_crm/report/sale_report.py
View File

@ -1,18 +0,0 @@
# -*- coding: utf-8 -*-
from openerp.osv import fields, osv
class sale_report(osv.osv):
_inherit = "sale.report"
_columns = {
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
def _select(self):
return super(sale_report, self)._select() + ", s.section_id as section_id"
def _group_by(self):
return super(sale_report, self)._group_by() + ", s.section_id"
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

16
addons/sale_crm/report/sale_report_view.xml
View File

@ -1,16 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<record id="view_order_product_search_sale_crm_inherit" model="ir.ui.view">
<field name="name">sale.report.search.sale.crm</field>
<field name="model">sale.report</field>
<field name="inherit_id" ref="sale.view_order_product_search"/>
<field name="arch" type="xml">
<filter name="User" position="after">
<separator/>
<filter string="Sales Team" context="{'group_by':'section_id'}"/>
</filter>
</field>
</record>
</data>
</openerp>

108
addons/sale_crm/sale_crm.py
View File

@ -26,117 +26,11 @@ from dateutil import relativedelta
from openerp import tools
from openerp.osv import osv, fields
class res_users(osv.Model):
_inherit = 'res.users'
_columns = {
'default_section_id': fields.many2one('crm.case.section', 'Default Sales Team'),
}
def __init__(self, pool, cr):
init_res = super(res_users, self).__init__(pool, cr)
# duplicate list to avoid modifying the original reference
self.SELF_WRITEABLE_FIELDS = list(self.SELF_WRITEABLE_FIELDS)
self.SELF_WRITEABLE_FIELDS.extend(['default_section_id'])
return init_res
class sale_order(osv.osv):
_inherit = 'sale.order'
_columns = {
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
'categ_ids': fields.many2many('crm.case.categ', 'sale_order_category_rel', 'order_id', 'category_id', 'Tags', \
domain="['|', ('section_id', '=', section_id), ('section_id', '=', False), ('object_id.model', '=', 'crm.lead')]", context="{'object_name': 'crm.lead'}")
}
def _get_default_section_id(self, cr, uid, context=None):
""" Gives default section by checking if present in the context """
section_id = self.pool.get('crm.lead')._resolve_section_id_from_context(cr, uid, context=context) or False
if not section_id:
section_id = self.pool.get('res.users').browse(cr, uid, uid, context).default_section_id.id or False
return section_id
_defaults = {
'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
}
def _prepare_invoice(self, cr, uid, order, lines, context=None):
invoice_vals = super(sale_order, self)._prepare_invoice(cr, uid, order, lines, context=context)
if order.section_id and order.section_id.id:
invoice_vals['section_id'] = order.section_id.id
return invoice_vals
class crm_case_section(osv.osv):
_inherit = 'crm.case.section'
def _get_sale_orders_data(self, cr, uid, ids, field_name, arg, context=None):
obj = self.pool.get('sale.order')
res = dict.fromkeys(ids, False)
month_begin = date.today().replace(day=1)
date_begin = (month_begin - relativedelta.relativedelta(months=self._period_number - 1)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
for id in ids:
res[id] = dict()
created_domain = [('section_id', '=', id), ('state', '=', ['draft']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)]
res[id]['monthly_quoted'] = self.__get_bar_values(cr, uid, obj, created_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context)
validated_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'sent', 'cancel']), ('date_order', '>=', date_begin), ('date_order', '<=', date_end)]
res[id]['monthly_confirmed'] = self.__get_bar_values(cr, uid, obj, validated_domain, ['amount_total', 'date_order'], 'amount_total', 'date_order', context=context)
return res
def _get_invoices_data(self, cr, uid, ids, field_name, arg, context=None):
obj = self.pool.get('account.invoice.report')
res = dict.fromkeys(ids, False)
month_begin = date.today().replace(day=1)
date_begin = (month_begin - relativedelta.relativedelta(months=self._period_number - 1)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
date_end = month_begin.replace(day=calendar.monthrange(month_begin.year, month_begin.month)[1]).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
for id in ids:
created_domain = [('section_id', '=', id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', date_begin), ('date', '<=', date_end)]
res[id] = self.__get_bar_values(cr, uid, obj, created_domain, ['price_total', 'date'], 'price_total', 'date', context=context)
return res
_columns = {
'invoiced_forecast': fields.integer(string='Invoice Forecast',
help="Forecast of the invoice revenue for the current month. This is the amount the sales \n"
"team should invoice this month. It is used to compute the progression ratio \n"
" of the current and forecast revenue on the kanban view."),
'invoiced_target': fields.integer(string='Invoice Target',
help="Target of invoice revenue for the current month. This is the amount the sales \n"
"team estimates to be able to invoice this month."),
'monthly_quoted': fields.function(_get_sale_orders_data,
type='string', readonly=True, multi='_get_sale_orders_data',
string='Rate of created quotation per duration'),
'monthly_confirmed': fields.function(_get_sale_orders_data,
type='string', readonly=True, multi='_get_sale_orders_data',
string='Rate of validate sales orders per duration'),
'monthly_invoiced': fields.function(_get_invoices_data,
type='string', readonly=True,
string='Rate of sent invoices per duration'),
}
def action_forecast(self, cr, uid, id, value, context=None):
return self.write(cr, uid, [id], {'invoiced_forecast': round(float(value))}, context=context)
class sale_crm_lead(osv.Model):
_inherit = 'crm.lead'
def on_change_user(self, cr, uid, ids, user_id, context=None):
""" Override of on change user_id on lead/opportunity; when having sale
the new logic is :
- use user.default_section_id
- or fallback on previous behavior """
if user_id:
user = self.pool.get('res.users').browse(cr, uid, user_id, context=context)
if user.default_section_id and user.default_section_id.id:
return {'value': {'section_id': user.default_section_id.id}}
return super(sale_crm_lead, self).on_change_user(cr, uid, ids, user_id, context=context)
class account_invoice(osv.osv):
_inherit = 'account.invoice'
_columns = {
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
_defaults = {
'section_id': lambda self, cr, uid, c=None: self.pool.get('res.users').browse(cr, uid, uid, c).default_section_id.id or False,
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

22
addons/sale_crm/sale_crm_data.xml
View File

@ -1,22 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="1">
<!-- Salesteam-related subtypes for messaging / Chatter -->
<record id="mt_salesteam_order_sent" model="mail.message.subtype">
<field name="name">Quotation Send</field>
<field name="sequence">20</field>
<field name="res_model">crm.case.section</field>
<field name="parent_id" eval="ref('sale.mt_order_sent')"/>
<field name="relation_field">section_id</field>
</record>
<record id="mt_salesteam_order_confirmed" model="mail.message.subtype">
<field name="name">Sales Order Confirmed</field>
<field name="sequence">21</field>
<field name="res_model">crm.case.section</field>
<field name="parent_id" eval="ref('sale.mt_order_confirmed')"/>
<field name="relation_field">section_id</field>
</record>
</data>
</openerp>

130
addons/sale_crm/sale_crm_demo.xml
View File

@ -1,130 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<record model="crm.case.section" id="crm.section_sales_department">
<field name="invoiced_forecast">52700</field>
<field name="invoiced_target">60000</field>
</record>
<record model="crm.case.section" id="crm.crm_case_section_1">
<field name="name">Indirect Sales</field>
<field name="code">IM</field>
<field name="invoiced_forecast">36000</field>
<field name="invoiced_target">40000</field>
</record>
<!-- Invoice for Direct Marketing -->
<record id="test_crm_sale_invoice_1" model="account.invoice">
<field name="currency_id" ref="base.EUR"/>
<field name="company_id" ref="base.main_company"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="journal_id" ref="account.sales_journal"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="state">draft</field>
<field name="type">in_invoice</field>
<field name="account_id" ref="account.a_recv"/>
<field name="name">Test invoice 1</field>
</record>
<record id="test_crm_sale_invoice_1_line_1" model="account.invoice.line">
<field name="name">Basic computer with Dvorak keyboard and left-handed mouse</field>
<field name="invoice_id" ref="test_crm_sale_invoice_1"/>
<field name="price_unit">250</field>
<field name="quantity">1</field>
<field name="account_id" ref="account.a_sale"/>
</record>
<record id="test_crm_sale_invoice_1_line_2" model="account.invoice.line">
<field name="name">Little server with raid 1 and 512ECC ram</field>
<field name="invoice_id" ref="test_crm_sale_invoice_1"/>
<field name="price_unit">800</field>
<field name="quantity">2</field>
<field name="account_id" ref="account.a_sale"/>
</record>
<record id="test_crm_sale_invoice_1_line_2" model="account.invoice.line">
<field name="name">Server with raid 10 and 2048ECC ram</field>
<field name="invoice_id" ref="test_crm_sale_invoice_1"/>
<field name="price_unit">4800</field>
<field name="quantity">4</field>
<field name="account_id" ref="account.a_sale"/>
</record>
<workflow action="invoice_open" model="account.invoice" ref="test_crm_sale_invoice_1"/>
<function model="account.invoice" name="pay_and_reconcile">
<!-- ids = --> <value eval="[ref('test_crm_sale_invoice_1')]"/>
<!-- pay_amount = --> <value eval="1850"/>
<!-- pay_account_id = --> <value eval="ref('account.cash')"/>
<!-- period_id = --> <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
<!-- pay_journal_id = --> <value eval="ref('account.bank_journal')"/>
<!-- writeoff_acc_id = --> <value eval="ref('account.cash')"/>
<!-- writeoff_period_id = --> <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
<!-- writeoff_journal_id = --> <value eval="ref('account.bank_journal')"/>
<!-- context = --> <value eval="{}"/>
<!-- name = --> <value eval="str('Payment from ASUStek')"/>
</function>
<!-- Invoice for Indirect Marketing -->
<record id="test_crm_sale_invoice_2" model="account.invoice">
<field name="currency_id" ref="base.EUR"/>
<field name="company_id" ref="base.main_company"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="journal_id" ref="account.sales_journal"/>
<field name="section_id" ref="crm.crm_case_section_1"/>
<field name="state">draft</field>
<field name="type">out_invoice</field>
<field name="account_id" ref="account.a_recv"/>
<field name="name">Test invoice 1</field>
</record>
<record id="test_crm_sale_invoice_2_line_1" model="account.invoice.line">
<field name="name">Basic formation with Dvorak</field>
<field name="invoice_id" ref="test_crm_sale_invoice_2"/>
<field name="price_unit">500</field>
<field name="quantity">1</field>
<field name="account_id" ref="account.a_sale"/>
</record>
<workflow action="invoice_open" model="account.invoice" ref="test_crm_sale_invoice_2"/>
<function model="account.invoice" name="pay_and_reconcile">
<!-- ids = --> <value eval="[ref('test_crm_sale_invoice_2')]"/>
<!-- pay_amount = --> <value eval="500"/>
<!-- pay_account_id = --> <value eval="ref('account.cash')"/>
<!-- period_id = --> <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
<!-- pay_journal_id = --> <value eval="ref('account.bank_journal')"/>
<!-- writeoff_acc_id = --> <value eval="ref('account.cash')"/>
<!-- writeoff_period_id = --> <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
<!-- writeoff_journal_id = --> <value eval="ref('account.bank_journal')"/>
<!-- context = --> <value eval="{}"/>
<!-- name = --> <value eval="str('Payment from ASUStek')"/>
</function>
<record id="sale.sale_order_1" model="sale.order">
<field name="section_id" ref="crm.section_sales_department"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_2" model="sale.order">
<field name="section_id" ref="crm.section_sales_department"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_3" model="sale.order">
<field name="section_id" ref="crm.section_sales_department"/>
</record>
<record id="sale.sale_order_4" model="sale.order">
<field name="section_id" ref="crm.section_sales_department"/>
</record>
<record id="sale.sale_order_5" model="sale.order">
<field name="section_id" ref="crm.crm_case_section_1"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_6" model="sale.order">
<field name="section_id" ref="crm.crm_case_section_1"/>
</record>
<record id="sale.sale_order_7" model="sale.order">
<field name="section_id" ref="crm.section_sales_department"/>
<field name="date_confirm" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_8" model="sale.order">
<field name="section_id" ref="crm.crm_case_section_1"/>
</record>
</data>
</openerp>

276
addons/sale_crm/sale_crm_view.xml
View File

@ -27,285 +27,9 @@
<field name="inherit_id" ref="sale.view_order_form"/>
<field name="arch" type="xml">
<field name="user_id" position="after">
<field name="section_id" options="{'no_create': True}" groups="base.group_multi_salesteams"/>
<field name="categ_ids" widget="many2many_tags"/>
</field>
</field>
</record>
<record id="view_sales_order_filter_inherit" model="ir.ui.view">
<field name="name">sale.order.list.select</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_sales_order_filter"/>
<field name="arch" type="xml">
<xpath expr="//filter[@name='my_sale_orders_filter']" position="after">
<separator/>
<filter string="My Sales Team(s)"
icon="terp-personal+"
domain="[('section_id.user_id','=',uid)]"
help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
</xpath>
<xpath expr="//field[@name='user_id']" position="after">
<field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
</xpath>
</field>
</record>
<!-- Update account invoice list view!-->
<record model="ir.ui.view" id="account_invoice_tree">
<field name="name">Account Invoice</field>
<field name="model">account.invoice</field>
<field name="inherit_id" ref="account.invoice_tree"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='user_id']" position="after">
<field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
</xpath>
</data>
</field>
</record>
<!-- Update account invoice search view!-->
<record id="account_invoice_groupby_inherit" model="ir.ui.view">
<field name="name">account.invoice.groupby</field>
<field name="model">account.invoice</field>
<field name="inherit_id" ref="account.view_account_invoice_filter"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='user_id']" position="after">
<field name="section_id"/>
</xpath>
<xpath expr="//group/filter[@string='Due Month']" position="after">
<filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
</xpath>
</field>
</record>
<!-- Update account invoice !-->
<record model="ir.ui.view" id="account_invoice_form">
<field name="name">Account Invoice</field>
<field name="model">account.invoice</field>
<field name="inherit_id" ref="account.invoice_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='user_id']" position="after">
<field name="section_id" groups="base.group_multi_salesteams"/>
</xpath>
</data>
</field>
</record>
<!-- Update user form !-->
<record model="ir.ui.view" id="res_user_form">
<field name="name">Users Preferences</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='tz']" position="after">
<field name="default_section_id"/>
</xpath>
</data>
</field>
</record>
<!-- Update Preferences form !-->
<record id="view_users_form_preferences" model="ir.ui.view">
<field name="name">res.users.preferences.form</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_form_simple_modif"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='company_id']" position="before">
<field name="default_section_id" readonly="0"/>
</xpath>
</data>
</field>
</record>
<!-- search by Salesteams -->
<record id="action_orders_salesteams" model="ir.actions.act_window">
<field name="name">Sales Orders</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.order</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar,graph</field>
<field name="search_view_id" ref="sale.view_sales_order_filter"/>
<field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
<field name="context">{
'search_default_section_id': [active_id],
'default_section_id': active_id,
}
</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to create a quotation that can be converted into a sales
order.
</p><p>
OpenERP will help you efficiently handle the complete sales flow:
quotation, sales order, delivery, invoicing and payment.
</p>
</field>
</record>
<record id="action_quotations_salesteams" model="ir.actions.act_window">
<field name="name">Quotations</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.order</field>
<field name="view_type">form</field>
<field name="view_id" ref="sale.view_quotation_tree"/>
<field name="view_mode">tree,form,calendar,graph</field>
<field name="context">{
'search_default_section_id': [active_id],
'default_section_id': active_id,
'show_address': 1,
}
</field>
<field name="domain">[('state','in',('draft','sent','cancel'))]</field>
<field name="search_view_id" ref="sale.view_sales_order_filter"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to create a quotation, the first step of a new sale.
</p><p>
OpenERP will help you handle efficiently the complete sale flow:
from the quotation to the sales order, the
delivery, the invoicing and the payment collection.
</p><p>
The social feature helps you organize discussions on each sales
order, and allow your customers to keep track of the evolution
of the sales order.
</p>
</field>
</record>
<record id="action_invoice_salesteams" model="ir.actions.act_window">
<field name="name">Invoices</field>
<field name="res_model">account.invoice</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar,graph</field>
<field name="view_id" ref="account.invoice_tree"/>
<field name="domain">[
('state', 'not in', ['draft', 'cancel']),
('type', '=', 'out_invoice')]</field>
<field name="context">{
'search_default_section_id': [active_id],
'default_section_id': active_id,
'default_type':'out_invoice',
'type':'out_invoice',
'journal_type': 'sale',
}
</field>
<field name="search_view_id" ref="account.view_account_invoice_filter"/>
</record>
<record id="action_invoice_salesteams_view_tree" model="ir.actions.act_window.view">
<field name="sequence">1</field>
<field name="view_mode">tree</field>
<field name="act_window_id" ref="sale_crm.action_invoice_salesteams"/>
</record>
<record id="action_invoice_salesteams_view_form" model="ir.actions.act_window.view">
<field name="sequence">2</field>
<field name="view_mode">form</field>
<field name="view_id" ref="account.invoice_form"/>
<field name="act_window_id" ref="sale_crm.action_invoice_salesteams"/>
</record>
<record id="action_order_report_quotation_salesteam" model="ir.actions.act_window">
<field name="name">Quotations Analysis</field>
<field name="res_model">sale.report</field>
<field name="view_mode">graph</field>
<field name="domain">[('state','=','draft'),('section_id', '=', active_id)]</field>
<field name="context">{'search_default_order_month':1}</field>
<field name="help">This report performs analysis on your quotations. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
</record>
<record id="action_order_report_so_salesteam" model="ir.actions.act_window">
<field name="name">Sales Analysis</field>
<field name="res_model">sale.report</field>
<field name="view_mode">graph</field>
<field name="domain">[('state','not in',('draft','sent','cancel')),('section_id', '=', active_id)]</field>
<field name="context">{'search_default_order_month':1}</field>
<field name="help">This report performs analysis on your sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
</record>
<record id="action_account_invoice_report_salesteam" model="ir.actions.act_window">
<field name="name">Invoices Analysis</field>
<field name="res_model">account.invoice.report</field>
<field name="view_mode">graph</field>
<field name="domain">[('section_id', '=', active_id),('state', 'not in', ['draft', 'cancel'])]</field>
<field name="context">{'search_default_month':1}</field>
<field name="help">From this report, you can have an overview of the amount invoiced to your customer. The tool search can also be used to personalise your Invoices reports and so, match this analysis to your needs.</field>
</record>
<record id="crm_case_section_salesteams_view_form" model="ir.ui.view">
<field name="name">crm.case.section.form</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="crm.crm_case_section_view_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='code']" position="after">
<field name="invoiced_target"/>
<field name="invoiced_forecast"/>
</xpath>
</data>
</field>
</record>
<record id="crm_case_section_salesteams_view_kanban" model="ir.ui.view">
<field name="name">crm.case.section.kanban</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="crm.crm_case_section_salesteams_view_kanban"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='name']" position="after">
<field name="monthly_quoted"/>
<field name="monthly_confirmed"/>
<field name="monthly_invoiced"/>
<field name="invoiced_forecast"/>
<field name="invoiced_target"/>
</xpath>
<xpath expr="//div[@class='oe_salesteams_leads']" position="after">
<div class="oe_salesteams_orders">
<a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
<a name="%(action_order_report_so_salesteam)d" type="action" class="oe_sparkline_bar_link">
<field name="monthly_confirmed" widget="sparkline_bar" options="{'delayIn': '3000'}">
Revenue of confirmed sales orders per month.<br/>Click to acces the Sales Analysis.
</field>
</a>
</div>
</xpath>
<xpath expr="//div[@class='oe_salesteams_opportunities']" position="after">
<div class="oe_salesteams_invoices" groups="account.group_account_invoice">
<a name="%(action_invoice_salesteams)d" type="action">Invoices</a>
<a name="%(action_account_invoice_report_salesteam)d" type="action" class="oe_sparkline_bar_link">
<field name="monthly_invoiced" widget="sparkline_bar" options="{'delayIn': '3000'}">
Revenue of sent invoices per month.<br/>Click to see a detailed analysis of invoices.
</field>
</a>
</div>
<div class="oe_salesteams_quotations">
<a name="%(action_quotations_salesteams)d" type="action" class="oe_sparkline_bar_link">Quotations</a>
<a name="%(action_order_report_quotation_salesteam)d" type="action" class="oe_sparkline_bar_link">
<field name="monthly_quoted" widget="sparkline_bar" options="{'delayIn': '3000'}">
Revenue of created quotations per month.<br/>Click to see a detailed analysis.
</field>
</a>
</div>
</xpath>
<xpath expr="//div[@class='oe_clear']" position="after">
<div class="oe_center" t-if="record.invoiced_target.raw_value">
<field name="monthly_invoiced" widget="gauge" style="width:160px; height: 120px; cursor: pointer;"
options="{'max_field': 'invoiced_target'}">Invoiced</field>
<field name="invoiced_forecast" widget="gauge" style="width:160px; height: 120px; cursor: pointer;"
options="{'max_field': 'invoiced_target', 'on_change': 'action_forecast'}">Forecast</field>
</div>
<div class="oe_center oe_salesteams_help" style="color:#bbbbbb;" t-if="!record.invoiced_target.raw_value">
<br/>Define an invoicing target in the sales team settings to see the period's achievement and forecast at a glance.
</div>
</xpath>
</data>
</field>
</record>
</data>
</openerp>

6
addons/sale_crm/report/__init__.py → addons/sales_team/__init__.py
View File

@ -18,9 +18,7 @@
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import sales_crm_account_invoice_report
import sale_report
import sales_team
import res_config
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

43
addons/sales_team/__openerp__.py Normal file
View File

@ -0,0 +1,43 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
{
'name': 'Sale Team',
'version': '1.0',
'author': 'OpenERP SA',
'category': 'Sales Management',
'summary': 'Sales Team',
'description': """
Using this application you can manage Sales Team with CRM and/or Sales
=======================================================================
""",
'website': 'http://www.openerp.com',
'depends': ['base','mail','web_kanban_sparkline',],
'data': ['security/sales_team_security.xml',
'security/ir.model.access.csv',
'res_config_view.xml',
'sales_team_data.xml',
'sales_team.xml',],
'demo': ['sales_team_demo.xml'],
'css': ['static/src/css/sales_team.css'],
'installable': True,
'auto_install': True,
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

41
addons/sales_team/res_config.py Normal file
View File

@ -0,0 +1,41 @@
# -*- coding: utf-8 -*-
from openerp.osv import fields, osv
class sales_team_configuration(osv.TransientModel):
_name = 'sale.config.settings'
_inherit = ['sale.config.settings']
def set_group_multi_salesteams(self, cr, uid, ids, context=None):
""" This method is automatically called by res_config as it begins
with set. It is used to implement the 'one group or another'
behavior. We have to perform some group manipulation by hand
because in res_config.execute(), set_* methods are called
after group_*; therefore writing on an hidden res_config file
could not work.
If group_multi_salesteams is checked: remove group_mono_salesteams
from group_user, remove the users. Otherwise, just add
group_mono_salesteams in group_user.
The inverse logic about group_multi_salesteams is managed by the
normal behavior of 'group_multi_salesteams' field.
"""
def ref(xml_id):
mod, xml = xml_id.split('.', 1)
return self.pool['ir.model.data'].get_object(cr, uid, mod, xml, context)
for obj in self.browse(cr, uid, ids, context=context):
config_group = ref('base.group_mono_salesteams')
base_group = ref('base.group_user')
if obj.group_multi_salesteams:
base_group.write({'implied_ids': [(3, config_group.id)]})
config_group.write({'users': [(3, u.id) for u in base_group.users]})
else:
base_group.write({'implied_ids': [(4, config_group.id)]})
return True
_columns = {
'group_multi_salesteams': fields.boolean("Organize Sales activities into multiple Sales Teams",
implied_group='base.group_multi_salesteams',
help="""Allows you to use Sales Teams to manage your leads and opportunities."""),
}

28
addons/sales_team/res_config_view.xml Normal file
View File

@ -0,0 +1,28 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<record id="view_sale_config_settings" model="ir.ui.view">
<field name="name">crm settings</field>
<field name="model">sale.config.settings</field>
<field name="inherit_id" ref="base_setup.view_sale_config_settings"/>
<field name="arch" type="xml">
<data>
<div name="config_sale" position="before">
<separator string="Sales Teams"/>
<group>
<label for="id" string="Manage Sales Teams"/>
<div>
<div>
<field name="group_multi_salesteams" class="oe_inline"/>
<label for="group_multi_salesteams"/>
</div>
</div>
</group>
</div>
</data>
</field>
</record>
<menuitem id="base.menu_sale_config" name="Sales" parent="base.menu_config"
sequence="1" action="base_setup.action_sale_config"/>
</data>
</openerp>

130
addons/sales_team/sales_team.py Normal file
View File

@ -0,0 +1,130 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from datetime import date, datetime
from dateutil import relativedelta
from openerp import tools
from openerp.osv import fields, osv
class crm_case_section(osv.osv):
_name = "crm.case.section"
_inherit = ['mail.thread', 'ir.needaction_mixin']
_description = "Sales Teams"
_order = "complete_name"
_period_number = 5
def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
return dict(self.name_get(cr, uid, ids, context=context))
def __get_bar_values(self, cr, uid, obj, domain, read_fields, value_field, groupby_field, context=None):
""" Generic method to generate data for bar chart values using SparklineBarWidget.
This method performs obj.read_group(cr, uid, domain, read_fields, groupby_field).
:param obj: the target model (i.e. crm_lead)
:param domain: the domain applied to the read_group
:param list read_fields: the list of fields to read in the read_group
:param str value_field: the field used to compute the value of the bar slice
:param str groupby_field: the fields used to group
:return list section_result: a list of dicts: [
{ 'value': (int) bar_column_value,
'tootip': (str) bar_column_tooltip,
}
]
"""
month_begin = date.today().replace(day=1)
section_result = [{
'value': 0,
'tooltip': (month_begin + relativedelta.relativedelta(months=-i)).strftime('%B %Y'),
} for i in range(self._period_number - 1, -1, -1)]
group_obj = obj.read_group(cr, uid, domain, read_fields, groupby_field, context=context)
pattern = tools.DEFAULT_SERVER_DATE_FORMAT if obj.fields_get(cr, uid, groupby_field)[groupby_field]['type'] == 'date' else tools.DEFAULT_SERVER_DATETIME_FORMAT
for group in group_obj:
group_begin_date = datetime.strptime(group['__domain'][0][2], pattern)
month_delta = relativedelta.relativedelta(month_begin, group_begin_date)
section_result[self._period_number - (month_delta.months + 1)] = {'value': group.get(value_field, 0), 'tooltip': group.get(groupby_field, 0)}
return section_result
_columns = {
'name': fields.char('Sales Team', size=64, required=True, translate=True),
'complete_name': fields.function(get_full_name, type='char', size=256, readonly=True, store=True),
'code': fields.char('Code', size=8),
'active': fields.boolean('Active', help="If the active field is set to "\
"true, it will allow you to hide the sales team without removing it."),
'change_responsible': fields.boolean('Reassign Escalated', help="When escalating to this team override the salesman with the team leader."),
'user_id': fields.many2one('res.users', 'Team Leader'),
'member_ids': fields.many2many('res.users', 'sale_member_rel', 'section_id', 'member_id', 'Team Members'),
'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by OpenERP about cases in this sales team"),
'parent_id': fields.many2one('crm.case.section', 'Parent Team'),
'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Teams'),
'note': fields.text('Description'),
'working_hours': fields.float('Working Hours', digits=(16, 2)),
'color': fields.integer('Color Index'),
}
_defaults = {
'active': 1,
}
_sql_constraints = [
('code_uniq', 'unique (code)', 'The code of the sales team must be unique !')
]
_constraints = [
(osv.osv._check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
]
def name_get(self, cr, uid, ids, context=None):
"""Overrides orm name_get method"""
if not isinstance(ids, list):
ids = [ids]
res = []
if not ids:
return res
reads = self.read(cr, uid, ids, ['name', 'parent_id'], context)
for record in reads:
name = record['name']
if record['parent_id']:
name = record['parent_id'][1] + ' / ' + name
res.append((record['id'], name))
return res
class res_partner(osv.Model):
_inherit = 'res.partner'
_columns = {
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
class res_users(osv.Model):
_inherit = 'res.users'
_columns = {
'default_section_id': fields.many2one('crm.case.section', 'Default Sales Team'),
}
def __init__(self, pool, cr):
init_res = super(res_users, self).__init__(pool, cr)
# duplicate list to avoid modifying the original reference
self.SELF_WRITEABLE_FIELDS = list(self.SELF_WRITEABLE_FIELDS)
self.SELF_WRITEABLE_FIELDS.extend(['default_section_id'])
return init_res

210
addons/sales_team/sales_team.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<menuitem name="Sales"
id="base.menu_base_partner"
groups="base.group_sale_salesman,base.group_sale_manager"/>
<!-- Update user form !-->
<record model="ir.ui.view" id="res_user_form">
<field name="name">Users Preferences</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='tz']" position="after">
<field name="default_section_id"/>
</xpath>
</data>
</field>
</record>
<!-- Update Preferences form !-->
<record id="view_users_form_preferences" model="ir.ui.view">
<field name="name">res.users.preferences.form</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_form_simple_modif"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='company_id']" position="before">
<field name="default_section_id" readonly="0"/>
</xpath>
</data>
</field>
</record>
<!-- Case Sections Salesteams kanban view -->
<record id="crm_case_section_salesteams_view_kanban" model="ir.ui.view" >
<field name="name">crm.case.section.kanban</field>
<field name="model">crm.case.section</field>
<field name="arch" type="xml">
<kanban version="7.0" class="oe_background_grey">
<field name="name"/>
<field name="user_id"/>
<field name="member_ids"/>
<field name="note"/>
<field name="color"/>
<templates>
<t t-name="kanban-box">
<div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click oe_kanban_crm_salesteams">
<div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_sale_manager">
<span class="oe_e">í</span>
<ul class="oe_dropdown_menu">
<li t-if="widget.view.is_action_enabled('edit')"><a type="edit">Sales Teams Settings</a></li>
<li t-if="widget.view.is_action_enabled('delete')"><a type="delete">Delete</a></li>
<li t-if="widget.view.is_action_enabled('edit')"><ul class="oe_kanban_colorpicker" data-field="color"/></li>
</ul>
</div>
<div class="oe_kanban_content">
<h4 class="oe_center" name="name"><field name="name"/></h4>
<div class="oe_clear"></div>
<div class="oe_kanban_salesteams_avatars">
<t t-foreach="record.member_ids.raw_value.slice(0,10)" t-as="member">
<img t-att-src="kanban_image('res.users', 'image_small', member)" t-att-data-member_id="member"/>
</t>
</div>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</record>
<!-- Case Sections Search view -->
<record id="crm_case_section_salesteams_search" model="ir.ui.view">
<field name="name">Case Sections - Search</field>
<field name="model">crm.case.section</field>
<field name="arch" type="xml">
<search string="Salesteams Search">
<filter name="personal" string="My Salesteams" domain="['|', ('member_ids', '=', uid), ('user_id', '=', uid)]"/>
<field name="name"/>
<field name="parent_id"/>
<field name="user_id"/>
<field name="note"/>
<field name="code"/>
<group expand="0" string="Group By...">
<filter string="Team Leader" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Parent Sales Teams" domain="[]" context="{'group_by':'parent_id'}"/>
</group>
</search>
</field>
</record>
<!-- Case Sections Action -->
<record id="crm_case_section_salesteams_act" model="ir.actions.act_window">
<field name="name">Sales Teams</field>
<field name="res_model">crm.case.section</field>
<field name="view_type">form</field>
<field name="view_mode">kanban,tree,form</field>
<field name="context">{}</field>
<field name="view_id" ref="crm_case_section_salesteams_search"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click here to define a new sales team.
</p><p>
Use sales team to organize your different salespersons or
departments into separate teams. Each team will work in
its own list of opportunities.
</p>
</field>
</record>
<!-- Case Sections Form View -->
<record id="crm_case_section_view_form" model="ir.ui.view">
<field name="name">crm.case.section.form</field>
<field name="model">crm.case.section</field>
<field name="arch" type="xml">
<form string="Sales Team" version="7.0">
<sheet>
<div class="oe_title">
<label for="name" class="oe_edit_only" string="Sales team"/>
<h1>
<field name="name" string="Salesteam"/>
</h1>
</div>
<group>
<group>
<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
<field name="code"/>
<field name="parent_id"/>
<field name="change_responsible"/>
<field name="active"/>
</group>
</group>
<notebook colspan="4">
<page string="Team Members">
<field name="member_ids" widget="many2many_kanban">
<kanban quick_create="false" create="true">
<field name="name"/>
<templates>
<t t-name="kanban-box">
<div style="position: relative">
<a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
<div class="oe_module_vignette">
<div class="oe_module_desc">
<field name="name"/>
</div>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</page>
<page string="Notes">
<field name="note"/>
</page>
</notebook>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<!-- Case Sections Tree View -->
<record id="crm_case_section_view_tree" model="ir.ui.view">
<field name="name">crm.case.section.tree</field>
<field name="model">crm.case.section</field>
<field name="field_parent">child_ids</field>
<field name="arch" type="xml">
<tree string="Sales Team">
<field name="name"/>
<field name="code"/>
<field name="user_id"/>
</tree>
</field>
</record>
<record id="crm_case_section_act" model="ir.actions.act_window">
<field name="name">Sales Teams</field>
<field name="res_model">crm.case.section</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click here to define a new sales team.
</p><p>
Use sales team to organize your different salespersons or
departments into separate teams. Each team will work in
its own list of opportunities.
</p>
</field>
</record>
<menuitem id="sales_team.menu_sales_team_act" action="crm_case_section_salesteams_act" sequence="1" parent="base.menu_sales" groups="base.group_multi_salesteams"/>
<!-- add css / js -->
<template id="assets_backend" name="sales_team assets" inherit_id="web.assets_backend">
<xpath expr="." position="inside">
<link rel="stylesheet" href="/sales_team/static/src/css/sales_team.css"/>
<script type="text/javascript" src="/sales_team/static/src/js/sales_team.js"></script>
</xpath>
</template>
</data>
</openerp>

10
addons/sales_team/sales_team_data.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_sales_department">
<field name="name">Direct Sales</field>
<field name="code">DM</field>
<field name="member_ids" eval="[(4, ref('base.user_root'))]"/>
</record>
</data>
</openerp>

23
addons/sales_team/sales_team_demo.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="1">
<record id="base.user_demo" model="res.users">
<field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
</record>
<record id="section_sales_department" model="crm.case.section">
<field name="member_ids" eval="[(4, ref('base.user_demo'))]"/>
</record>
<record model="crm.case.section" id="crm_case_section_1">
<field name="name">Indirect Sales</field>
<field name="code">IM</field>
<field name="member_ids" eval="[(4, ref('base.user_root')),(4, ref('base.user_demo'))]"/>
</record>
<record model="crm.case.section" id="crm_case_section_2">
<field name="name">Marketing</field>
<field name="code">SPD</field>
<field name="member_ids" eval="[(4, ref('base.user_root')),(4, ref('base.user_demo'))]"/>
</record>
</data>
</openerp>

4
addons/sales_team/security/ir.model.access.csv Normal file
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@ -0,0 +1,4 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_crm_case_section,crm.case.section,model_crm_case_section,base.group_user,1,0,0,0
access_crm_case_section_user,crm.case.section.user,model_crm_case_section,base.group_sale_salesman,1,0,0,0
access_crm_case_section_manager,crm.case.section.manager,model_crm_case_section,base.group_sale_manager,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_crm_case_section crm.case.section model_crm_case_section base.group_user 1 0 0 0
3 access_crm_case_section_user crm.case.section.user model_crm_case_section base.group_sale_salesman 1 0 0 0
4 access_crm_case_section_manager crm.case.section.manager model_crm_case_section base.group_sale_manager 1 1 1 1

17
addons/sales_team/security/sales_team_security.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="0">
<record id="base.group_mono_salesteams" model="res.groups">
<field name="name">Do Not Use Sales Teams</field>
<field name="category_id" ref="base.module_category_hidden"/>
</record>
<record id="base.group_user" model="res.groups">
<field name="implied_ids" eval="[(4, ref('base.group_mono_salesteams'))]"/>
</record>
<record id="base.group_multi_salesteams" model="res.groups">
<field name="name">Manage Sales Teams</field>
<field name="category_id" ref="base.module_category_hidden"/>
</record>
</data>
</openerp>

2
addons/sales_team/static/src/css/Makefile Normal file
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@ -0,0 +1,2 @@
sales_team.css: sales_team.sass
sass --trace -t expanded sales_team.sass:sales_team.css

0
addons/crm/static/src/css/crm.css → addons/sales_team/static/src/css/sales_team.css
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0
addons/crm/static/src/css/crm.sass → addons/sales_team/static/src/css/sales_team.sass
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0
addons/crm/static/src/js/crm_case_section.js → addons/sales_team/static/src/js/sales_team.js
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1
addons/website_sale_crm/data/website_sale_crm.xml
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@ -5,7 +5,6 @@
<record model="crm.case.section" id="website.section_sales_department">
<field name="name">Website</field>
<field name="code">Website</field>
<field name="alias_name">Website</field>
<field name="member_ids" eval="[(4, ref('base.user_root'))]"/>
</record>