diff --git a/addons/crm/__terp__.py b/addons/crm/__terp__.py
index 8b317e532f9..0e3fef9603a 100644
--- a/addons/crm/__terp__.py
+++ b/addons/crm/__terp__.py
@@ -47,9 +47,9 @@ between mails and Open ERP.""",
'depends': ['base'],
'init_xml': ['crm_data.xml'],
'update_xml': [
- 'crm_wizard.xml',
'crm_view.xml',
'crm_report.xml',
+ 'crm_wizard.xml',
'security/crm_security.xml',
'security/ir.model.access.csv'
],
diff --git a/addons/crm/crm.py b/addons/crm/crm.py
index 11fe6569ccc..b0f85a9e52a 100644
--- a/addons/crm/crm.py
+++ b/addons/crm/crm.py
@@ -42,8 +42,8 @@ MAX_LEVEL = 15
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
- ('cancel', 'Cancelled'),
- ('done', 'Closed'),
+ ('cancel', 'Cancel'),
+ ('done', 'Close'),
('pending','Pending')
]
diff --git a/addons/crm/crm_view.xml b/addons/crm/crm_view.xml
index 1a4a9f76546..e9b23b8b50d 100644
--- a/addons/crm/crm_view.xml
+++ b/addons/crm/crm_view.xml
@@ -380,14 +380,10 @@
+
+
+
+
+
+
+
+
+
+
+
+
+
diff --git a/addons/crm_configuration/crm_claims_menu.xml b/addons/crm_configuration/crm_claims_menu.xml
index 3f3d8c32592..9f98aaeffcd 100644
--- a/addons/crm_configuration/crm_claims_menu.xml
+++ b/addons/crm_configuration/crm_claims_menu.xml
@@ -63,7 +63,7 @@
-
+
Claims
@@ -79,7 +79,7 @@
-
+
My Unclosed Claims
@@ -109,7 +109,7 @@
-
+
My Open Claims
@@ -137,10 +137,10 @@
-
+
-
+
All Unclosed Claims
@@ -170,7 +170,7 @@
-
+
diff --git a/addons/crm_configuration/crm_claims_view.xml b/addons/crm_configuration/crm_claims_view.xml
index 730072228fa..1f09f71967a 100644
--- a/addons/crm_configuration/crm_claims_view.xml
+++ b/addons/crm_configuration/crm_claims_view.xml
@@ -41,12 +41,15 @@
-
-
-
-
-
-
+
+
+
+
+
+
+
+
+
diff --git a/addons/crm_configuration/crm_config.py b/addons/crm_configuration/crm_config.py
index 10805576844..f4873bb1735 100644
--- a/addons/crm_configuration/crm_config.py
+++ b/addons/crm_configuration/crm_config.py
@@ -23,6 +23,9 @@ import tools
from osv import fields, osv
import os
import pooler
+import netsvc
+from tools.translate import _
+from osv.orm import except_orm
#AVAILABLE_STATES = [
# ('draft','Unreviewed'),
@@ -184,5 +187,45 @@ class crm_menu_config_wizard(osv.osv_memory):
crm_menu_config_wizard()
+
+class crm_generic_wizard(osv.osv_memory):
+ _name = 'crm.generic_wizard'
+
+ _columns = {
+ 'section_id': fields.many2one('crm.case.section', 'Section', required=True),
+ 'user_id': fields.many2one('res.users', 'Responsible'),
+ }
+
+ def _get_default_section(self, cr, uid, context):
+ case_id = context.get('active_id',False)
+ if not case_id:
+ return False
+ case_obj = self.pool.get('crm.case')
+ case = case_obj.read(cr, uid, case_id, ['state','section_id'])
+ if case['state'] in ('done'):
+ raise osv.except_osv(_('Error !'), _('You can not assign Closed Case.'))
+ return case['section_id']
+
+
+ _defaults = {
+ 'section_id': _get_default_section
+ }
+ def action_create(self, cr, uid, ids, context=None):
+ case_obj = self.pool.get('crm.case')
+ case_id = context.get('active_id',[])
+ res = self.read(cr, uid, ids)[0]
+ case = case_obj.read(cr, uid, case_id, ['state'])
+ if case['state'] in ('done'):
+ raise osv.except_osv(_('Error !'), _('You can not assign Closed Case.'))
+ new_case_id = case_obj.copy(cr, uid, case_id, default=
+ {
+ 'section_id':res.get('section_id',False),
+ 'user_id':res.get('user_id',False)
+ }, context=context)
+ case_obj.write(cr, uid, case_id, {'case_id':new_case_id}, context=context)
+ case_obj.case_close(cr, uid, [case_id])
+ return {}
+
+crm_generic_wizard()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
diff --git a/addons/crm_configuration/crm_config_view.xml b/addons/crm_configuration/crm_config_view.xml
index 87ee5c2524e..c65344fbcb8 100644
--- a/addons/crm_configuration/crm_config_view.xml
+++ b/addons/crm_configuration/crm_config_view.xml
@@ -111,6 +111,36 @@
+
+
+
+ crm.generic_wizard.form
+ crm.generic_wizard
+ form
+
+
+
+
+
+ Generic Wizard
+ crm.generic_wizard
+ form
+
+ form
+ new
+
+
diff --git a/addons/crm_configuration/crm_configuration_wizard.xml b/addons/crm_configuration/crm_configuration_wizard.xml
index 3c52bfec7e2..8bacfa6b68d 100644
--- a/addons/crm_configuration/crm_configuration_wizard.xml
+++ b/addons/crm_configuration/crm_configuration_wizard.xml
@@ -31,14 +31,6 @@
name="crm.case.opportunity_set"
multi="True"
string="Convert To Opportunity"/>
-
-
-
+
Funds
@@ -83,7 +83,7 @@
-
+
My Funds Waiting Validation
@@ -113,7 +113,7 @@
-
+
My Funds To Be Processed
@@ -143,10 +143,10 @@
-
+
-
+
All Funds Waiting Validation
@@ -176,7 +176,7 @@
-
+
All Funds To Be Processed
@@ -206,7 +206,7 @@
-
+
diff --git a/addons/crm_configuration/crm_helpdesk_menu.xml b/addons/crm_configuration/crm_helpdesk_menu.xml
index 05ad8197280..683207727b2 100644
--- a/addons/crm_configuration/crm_helpdesk_menu.xml
+++ b/addons/crm_configuration/crm_helpdesk_menu.xml
@@ -8,7 +8,7 @@
All Helpdesk Requests
crm.case
tree,calendar,form
-
+
@@ -16,7 +16,7 @@
tree
-
+
@@ -28,7 +28,7 @@
form
-
+
@@ -37,7 +37,7 @@
My Helpdesk
crm.case
tree,calendar,form
-
+
@@ -46,7 +46,7 @@
tree
-
+
@@ -58,40 +58,40 @@
form
-
+
-
+
New Helpdesk
crm.case
form,tree
-
+
tree
-
+
form
-
+
-
+
My Unclosed Requests
crm.case
tree,calendar,form
-
+
@@ -101,7 +101,7 @@
tree
-
+
@@ -115,17 +115,17 @@
form
-
+
-
+
My helpdesk Propositions to Review
crm.case
tree,calendar,form
-
+
@@ -134,7 +134,7 @@
tree
-
+
@@ -146,16 +146,16 @@
form
-
+
-
+
My Pending helpdesk Requests
crm.case
tree,calendar,form
-
+
@@ -164,7 +164,7 @@
tree
-
+
@@ -176,16 +176,16 @@
form
-
+
-
+
My Open Helpdesk Requests
crm.case
tree,calendar,form
-
+
@@ -194,7 +194,7 @@
tree
-
+
@@ -206,10 +206,10 @@
form
-
+
-
+
@@ -229,29 +229,29 @@
tree
-
+
form
-
+
-
+
-
+
All Unclosed Requests
crm.case
tree,calendar,form
-
+
@@ -260,7 +260,7 @@
tree
-
+
@@ -272,16 +272,16 @@
form
-
+
-
+
All Helpdesk Propositions
crm.case
tree,calendar,form
-
+
@@ -290,7 +290,7 @@
tree
-
+
@@ -302,16 +302,16 @@
form
-
+
-
+
All Pending Helpdesk Requests
crm.case
tree,calendar,form
-
+
@@ -320,7 +320,7 @@
tree
-
+
@@ -332,17 +332,17 @@
form
-
+
-
+
All Open Helpdesk Requests
crm.case
tree,calendar,form
-
+
@@ -351,7 +351,7 @@
tree
-
+
@@ -363,10 +363,10 @@
form
-
+
-
+
Calendar of Helpdesk
@@ -385,16 +385,16 @@
tree
-
+
form
-
+
-
+
diff --git a/addons/crm_configuration/crm_helpdesk_view.xml b/addons/crm_configuration/crm_helpdesk_view.xml
new file mode 100644
index 00000000000..1a5a71981c1
--- /dev/null
+++ b/addons/crm_configuration/crm_helpdesk_view.xml
@@ -0,0 +1,143 @@
+
+
+
+
+ # ------------------------------------------------------
+ # Opportunities
+ # ------------------------------------------------------
+
+
+ CRM - Helpdisk Support Form
+ crm.case
+ form
+
+
+
+
+
+ CRM - Helpdisk Support Tree
+ crm.case
+ tree
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
diff --git a/addons/crm_configuration/crm_jobs_menu.xml b/addons/crm_configuration/crm_jobs_menu.xml
index d2b7a3b755b..06762cae4a9 100644
--- a/addons/crm_configuration/crm_jobs_menu.xml
+++ b/addons/crm_configuration/crm_jobs_menu.xml
@@ -79,7 +79,7 @@
-
+
New Job Request
@@ -101,11 +101,11 @@
-
-
-
-
-
+
My Current Jobs Requests
@@ -141,7 +141,7 @@
-
+
My Jobs Propositions to Review
@@ -177,11 +177,11 @@
-
-
-
-
-
+
My Pending Jobs Requests
@@ -217,9 +217,9 @@
-
-
-
+
My Open Jobs Requests
@@ -255,9 +255,9 @@
-
-
-
+
Calendar Of My Interviews
@@ -291,7 +291,7 @@
-
+
+
All Jobs Propositions to Review
@@ -369,7 +369,7 @@
-
+
All Pending Jobs Requests
@@ -405,7 +405,7 @@
-
+
All Open Jobs Requests
@@ -441,7 +441,7 @@
-
+
Calendar Of Interviews
@@ -475,7 +475,7 @@
-
+
diff --git a/addons/crm_configuration/crm_lead_menu.xml b/addons/crm_configuration/crm_lead_menu.xml
index 13aa1b0818e..6127d36b35a 100644
--- a/addons/crm_configuration/crm_lead_menu.xml
+++ b/addons/crm_configuration/crm_lead_menu.xml
@@ -27,7 +27,7 @@
-
+
Current Prospects
@@ -51,7 +51,7 @@
-
+
Unassigned Prospects
@@ -75,11 +75,11 @@
-
-
-
-
-
+
All Draft Prospects
@@ -103,7 +103,7 @@
-
+
All Prospects to Qualify
@@ -127,7 +127,7 @@
-
+
All Pending Prospects
@@ -151,7 +151,7 @@
-
+
@@ -176,7 +176,7 @@
-
+
New Prospect
@@ -199,7 +199,7 @@
-
+
My Current Prospects
@@ -223,7 +223,7 @@
-
+
My Prospects to Qualify
@@ -247,7 +247,7 @@
-
+
My Pending Prospects
@@ -271,7 +271,7 @@
-
+
diff --git a/addons/crm_configuration/crm_lead_view.xml b/addons/crm_configuration/crm_lead_view.xml
index 0a54307d065..5a98e4121dd 100644
--- a/addons/crm_configuration/crm_lead_view.xml
+++ b/addons/crm_configuration/crm_lead_view.xml
@@ -188,20 +188,5 @@
-
-
- res.partner.crm.form.inherit
- res.partner
- form
-
-
-
-
-
-
-
diff --git a/addons/crm_configuration/crm_meeting_menu.xml b/addons/crm_configuration/crm_meeting_menu.xml
index d6a06c7971e..96c43b0c203 100644
--- a/addons/crm_configuration/crm_meeting_menu.xml
+++ b/addons/crm_configuration/crm_meeting_menu.xml
@@ -110,32 +110,9 @@
-
+
-
- New Meeting
- crm.case
- form
- form,tree
-
-
-
-
-
- form
-
-
-
-
-
- tree
-
-
-
-
-
-
-
+
-
+
All Open Opportunities
@@ -64,7 +64,7 @@
-
+
@@ -95,7 +95,7 @@
-
+
@@ -126,7 +126,7 @@
-
+
Opportunity
@@ -149,11 +149,11 @@
-
-
-
-
-
+
My Open Opportunities
@@ -183,7 +183,7 @@
-
+
My Pending Opportunities
@@ -213,7 +213,7 @@
-
+
diff --git a/addons/crm_configuration/crm_opportunity_view.xml b/addons/crm_configuration/crm_opportunity_view.xml
index 0e30b8cd733..519dc49dc5a 100644
--- a/addons/crm_configuration/crm_opportunity_view.xml
+++ b/addons/crm_configuration/crm_opportunity_view.xml
@@ -25,7 +25,10 @@
-
+
+
+
+
diff --git a/addons/crm_configuration/crm_phonecall_menu.xml b/addons/crm_configuration/crm_phonecall_menu.xml
index ec3a289c8df..16e9f552e52 100644
--- a/addons/crm_configuration/crm_phonecall_menu.xml
+++ b/addons/crm_configuration/crm_phonecall_menu.xml
@@ -72,7 +72,7 @@
-
+
New Incoming Call
@@ -95,7 +95,7 @@
-
+
Planned Calls
@@ -126,7 +126,7 @@
-
+
################################################################
@@ -156,7 +156,7 @@
-
+
New Outgoing Call
@@ -178,7 +178,7 @@
-
+
Planned Calls
@@ -208,7 +208,7 @@
-
+
Calls Not Held
@@ -238,7 +238,7 @@
-
+
diff --git a/addons/crm_configuration/crm_phonecall_view.xml b/addons/crm_configuration/crm_phonecall_view.xml
index 74b4f91de37..57c55f5f6cb 100644
--- a/addons/crm_configuration/crm_phonecall_view.xml
+++ b/addons/crm_configuration/crm_phonecall_view.xml
@@ -10,20 +10,17 @@
crm.case
tree
-
-
-
-
+
+
+
-
-
-
-
-
-
-
-
+
+
+
+
+
@@ -42,10 +39,13 @@
-
+
+
+
+
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
+