[REMOVE]: Removed crm_configuration module
bzr revid: rpa@tinyerp.com-20091204142521-ud6a204b8036t8rx
This commit is contained in:
rpa (Open ERP)
@@ -1,25 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 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/>.
|
||||
#
|
||||
##############################################################################
|
||||
import crm_config
|
||||
import report
|
||||
import wizard
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
@@ -1,60 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 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': 'Customer Relationship Management',
|
||||
'version': '1.0',
|
||||
'category': 'Generic Modules/CRM & SRM',
|
||||
'description': """
|
||||
The Open ERP case and request tracker enables a group of
|
||||
people to intelligently and efficiently manage tasks, issues,
|
||||
and requests. It manages key tasks such as communication,
|
||||
identification, prioritization, assignment, resolution and notification.
|
||||
|
||||
This module provide screens like: jobs hiring process, prospects, business
|
||||
opportunities, fund raising tracking, support & helpdesk, calendar of
|
||||
meetings, eso.
|
||||
""",
|
||||
'author': 'Tiny',
|
||||
'website': 'http://www.openerp.com',
|
||||
'depends': ['crm', 'report_crm', 'process'],
|
||||
'init_xml': [
|
||||
'crm_configuration_wizard.xml',
|
||||
'crm_config_view.xml',
|
||||
'crm_bugs_view.xml',
|
||||
'crm_jobs_view.xml',
|
||||
'crm_lead_view.xml',
|
||||
'crm_meeting_view.xml',
|
||||
'crm_opportunity_view.xml',
|
||||
'crm_fund_view.xml',
|
||||
'crm_claims_view.xml',
|
||||
'crm_phonecall_view.xml',
|
||||
'crm_report_view.xml',
|
||||
'crm_helpdesk_view.xml'
|
||||
],
|
||||
'update_xml': ['security/ir.model.access.csv', 'process/crm_configuration_process.xml'],
|
||||
'demo_xml': [],
|
||||
'installable': True,
|
||||
'active': False,
|
||||
'certificate': '0080531386589',
|
||||
}
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
@@ -1,78 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!--
|
||||
Case Sections
|
||||
-->
|
||||
<record model="crm.case.section" id="section_support">
|
||||
<field name="name">Bug Tracking</field>
|
||||
<field name="code">BugSup</field>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Case Categories
|
||||
-->
|
||||
<!-- For Bugs -->
|
||||
|
||||
<record model="crm.case.categ" id="categ1">
|
||||
<field name="name">Bugs</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ2">
|
||||
<field name="name">Patches</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ3">
|
||||
<field name="name">Feature Requests</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Case Category2
|
||||
-->
|
||||
<!-- For Bugs -->
|
||||
<record model="crm.case.category2" id="category1">
|
||||
<field name="name">Version 4.2</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category2">
|
||||
<field name="name">Version 4.4</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Case Stage
|
||||
-->
|
||||
<!-- For Bugs -->
|
||||
|
||||
<record model="crm.case.stage" id="stage1">
|
||||
<field name="name">Accepted as Bug</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage2">
|
||||
<field name="name">Fixed</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage3">
|
||||
<field name="name">Won't fix</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage4">
|
||||
<field name="name">Invalid</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage5">
|
||||
<field name="name">Awaiting Response</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage6">
|
||||
<field name="name">Works For Me</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage7">
|
||||
<field name="name">Future</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,276 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!--
|
||||
((((((((((( Demo Cases )))))))))))
|
||||
-->
|
||||
<!--For Bug Tracking-->
|
||||
<record id="crm_case_buginaccountsmodule0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_8"/>
|
||||
<field eval="time.strftime('%Y-%m-08 10:15:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""5"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_agrolait"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage1"/>
|
||||
<field eval="15.0" name="duration"/>
|
||||
<field eval=""Bug in Accounts module"" name="name"/>
|
||||
<field eval=""agr@agrolait.com"" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_log_takecorrectiveactions0" model="crm.case.log">
|
||||
<field eval="time.strftime('%Y-%m-08')" name="date"/>
|
||||
<field name="case_id" ref="crm_case_buginaccountsmodule0"/>
|
||||
<field name="som" ref="base.som_normal"/>
|
||||
<field eval=""Take corrective actions"" name="name"/>
|
||||
<field model="res.partner.canal" name="canal_id" search="[('name','=','website')]"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_programnotgivingproperoutput0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_tang"/>
|
||||
<field eval="time.strftime('%Y-%m-15 12:50:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category2"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_asus"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="3.5" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage2"/>
|
||||
<field eval=""Program not giving proper output"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_outputincorrect0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_9"/>
|
||||
<field eval="time.strftime('%Y-%m-18 14:30:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""4"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field name="partner_id" ref="base.res_partner_2"/>
|
||||
<field eval=""cancel"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="2.3" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage3"/>
|
||||
<field eval=""Output incorrect"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_problemloadingpage0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_13"/>
|
||||
<field eval="time.strftime('%Y-%m-20 15:25:05')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_14"/>
|
||||
<field eval=""cancel"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="4.0" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage4"/>
|
||||
<field eval=""Problem loading page"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_pagenotfound0" model="crm.case">
|
||||
<field eval="time.strftime('%Y-%m-22 18:15:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_desertic_hispafuentes"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="1.0" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage5"/>
|
||||
<field eval=""Page not Found"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_programmingerror0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_10"/>
|
||||
<field eval="time.strftime('%Y-%m-24 09:45:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category2"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_5"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="4.0" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage6"/>
|
||||
<field eval=""Programming Error"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_logicalerrorinprogram0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_6"/>
|
||||
<field eval="time.strftime('%Y-%m-26 11:10:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""2"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_6"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="2.0" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage7"/>
|
||||
<field eval=""Logical Error in Program"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_constrainterror0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_6"/>
|
||||
<field eval="time.strftime('%Y-%m-25 13:35:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""2"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_6"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="7.3" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage5"/>
|
||||
<field eval=""Constraint Error"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_errorinprogram0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_10"/>
|
||||
<field eval="time.strftime('%Y-%m-28 15:40:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category2"/>
|
||||
<field eval=""2"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field name="partner_id" ref="base.res_partner_5"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="1.3" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage5"/>
|
||||
<field eval=""Error in Program"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_patcheserrorinprogram0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_9"/>
|
||||
<field eval="time.strftime('%Y-%m-28 16:30:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category2"/>
|
||||
<field eval=""2"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_2"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="13.0" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage5"/>
|
||||
<field eval=""Patches Error in Program"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_newfeaturestobeadded0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_wong"/>
|
||||
<field eval="time.strftime('%Y-%m-01 12:15:10')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""4"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_maxtor"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="3.2" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage1"/>
|
||||
<field eval=""New Features To Be Added"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_addmenustothemodule0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||
<field eval="time.strftime('%Y-%m-05 18:00:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category2"/>
|
||||
<field eval=""1"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="3.0" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage2"/>
|
||||
<field eval=""Add menus to the module"" name="name"/>
|
||||
<field eval=""info@opensides.be"" name="email_from"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_includeattendancesheetinproject0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_2"/>
|
||||
<field eval="time.strftime('%Y-%m-10 17:05:30')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_10"/>
|
||||
<field eval=""cancel"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="2.0" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage3"/>
|
||||
<field eval=""Include Attendance sheet in Project"" name="name"/>
|
||||
<field eval=""contact@tecsas.fr"" name="email_from"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_createnewobject0" model="crm.case">
|
||||
<field model="res.partner.canal" name="canal_id" search="[('name','=','phone')]"/>
|
||||
<field name="partner_address_id" ref="base.res_partner_address_6"/>
|
||||
<field name="som" ref="base.som_happy"/>
|
||||
<field eval="time.strftime('%Y-%m-15 10:35:15')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_6"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="2.45" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage5"/>
|
||||
<field eval=""Create new object"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_improvereportsinhrms0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_15"/>
|
||||
<field eval="time.strftime('%Y-%m-19 12:15:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""4"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="partner_id" ref="base.res_partner_11"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="15.0" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage7"/>
|
||||
<field eval=""Improve Reports in HRMS"" name="name"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_improvereportsinpms0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_15"/>
|
||||
<field eval="time.strftime('%Y-%m-21 14:30:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category1"/>
|
||||
<field eval=""2"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field name="partner_id" ref="base.res_partner_11"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="06.15" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage5"/>
|
||||
<field eval=""Improve Reports in PMS"" name="name"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,67 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<menuitem id="menu_aftersale" name="After-Sale Services" parent="crm.menu_crm"/>
|
||||
|
||||
<record model="crm.case.categ" id="categ1">
|
||||
<field name="name">Bugs</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ2">
|
||||
<field name="name">Patches</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ3">
|
||||
<field name="name">Feature Requests</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage2">
|
||||
<field name="name">Fixed</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage5">
|
||||
<field name="name">Awaiting Response</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage7">
|
||||
<field name="name">Future</field>
|
||||
<field name="section_id" ref="section_support"/>
|
||||
</record>
|
||||
|
||||
|
||||
######################## BUG TRACKING (menu) ###########################
|
||||
<!--
|
||||
ALL BUGS
|
||||
-->
|
||||
<record model="ir.actions.act_window" id="crm_case_categ_act0">
|
||||
<field name="name">Bugs</field>
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree,calendar</field>
|
||||
<field name="view_id" ref="crm_case_tree_view"/>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view0">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_tree_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_act0"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view0">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_calendar_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_act0"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view0">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_form_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_act0"/>
|
||||
</record>
|
||||
<menuitem name="Bug Tracking" id="menu_crm_case_bug_track" parent="menu_aftersale" action="crm_case_categ_act0"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,232 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
<!-- <menuitem name="CRM & SRM" icon="terp-crm" id="menu_crm1"/> -->
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Bug Tracking
|
||||
# ------------------------------------------------------
|
||||
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_form_view">
|
||||
<field name="name">CRM - Bug Tracker Form</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Bug Tracker Form">
|
||||
<group colspan="4" col="6">
|
||||
<field name="name" string="Title" colspan="2"/>
|
||||
<field name="section_id" colspan="1" widget="selection"/>
|
||||
<label string="Resolution: " align="1.0"/>
|
||||
<group colspan="1" col="2">
|
||||
<field name="stage_id" select="1" nolabel="1"/>
|
||||
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
|
||||
</group>
|
||||
<field name="date"/>
|
||||
<field name="user_id" />
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="General">
|
||||
<field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
|
||||
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
|
||||
<field name="email_from" colspan="2"/>
|
||||
<separator colspan="4"/>
|
||||
<field name="category2_id" string="Version"/>
|
||||
<field name="categ_id" on_change="onchange_categ_id(categ_id)"/>
|
||||
<field name="priority" string="Severity"/>
|
||||
<group colspan="2">
|
||||
<field name="case_id" select="1"/>
|
||||
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
|
||||
</group>
|
||||
<newline/>
|
||||
<separator string= "Description" colspan="4"/>
|
||||
<field name="description" nolabel="1" colspan="4"/>
|
||||
<separator colspan="4"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" />
|
||||
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</group>
|
||||
</page>
|
||||
<page string="History">
|
||||
<field name="id" select="1"/>
|
||||
<field name="active" />
|
||||
<separator colspan="4" string="Dates"/>
|
||||
<field name="create_date"/>
|
||||
<field name="date_closed"/>
|
||||
<field name="date_action_last"/>
|
||||
<field name="date_action_next"/>
|
||||
<separator colspan="4" string="Estimates"/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="planned_cost"/>
|
||||
<field name="probability"/>
|
||||
<separator colspan="4" string="References"/>
|
||||
<field name="ref" colspan="4"/>
|
||||
<field name="ref2" colspan="4"/>
|
||||
<field name="log_ids" nolabel="1" colspan="4">
|
||||
<form string="Actions">
|
||||
<separator string="Action Information" colspan="4"/>
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date" />
|
||||
<field name="user_id" />
|
||||
<field name="som" />
|
||||
<field name="canal_id"/>
|
||||
</form>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Events">
|
||||
<field name="child_ids" colspan="4" nolabel="1">
|
||||
<tree string="Related Cases">
|
||||
<field name="id"/>
|
||||
<field name="date"/>
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Emails">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="7" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email"/>
|
||||
<field name="canal_id"/>
|
||||
<button
|
||||
string="Add a CC"
|
||||
name="%(crm.action_view_crm_email_add_cc_wizard)d"
|
||||
icon="gtk-add" type="action"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_tree_view">
|
||||
<field name="name">CRM - Bug Tracker Tree</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Bugs Tree" colors="red:state=='open'">
|
||||
<field name="id"/>
|
||||
<field name="name" string="Title"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="priority" string="Severity"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id" string="Resolution"/>
|
||||
<field name="category2_id" string="Version"/>
|
||||
<field name="user_id"/>
|
||||
<field name="state"/>
|
||||
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_case_bugs_filter" model="ir.ui.view">
|
||||
<field name="name">crm.case.bugs.select</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Bugs">
|
||||
<group col="7" colspan="1">
|
||||
<filter icon="gtk-apply" string="Fixed Bugs"
|
||||
domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Fixed')]"
|
||||
separator="1" help="All Fixed Bugs"
|
||||
/>
|
||||
<filter icon="gtk-media-pause" string="Waiting Bugs"
|
||||
domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Awaiting Response')]"
|
||||
separator="1" help="All Waiting Bugs"
|
||||
/>
|
||||
<filter icon="gtk-media-forward" string="Future Bugs"
|
||||
domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Future')]"
|
||||
separator="1" help="All Future Bugs"
|
||||
/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter icon="gtk-home" string=" Today "
|
||||
separator="1"
|
||||
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
|
||||
help="Todays's bugs"
|
||||
/>
|
||||
<filter icon="gtk-media-rewind"
|
||||
string=" 7 Days " separator="1"
|
||||
domain="[('date::date','<', time.strftime('%%Y-%%m-%%d')), ('date::date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
|
||||
help="Bugs during last 7 days"
|
||||
/>
|
||||
</group>
|
||||
<separator orientation="vertical"/>
|
||||
<group col="4" colspan="2">
|
||||
<field name="name" select='1' string="Subject"/>
|
||||
<field name="user_id" select="1" widget="selection">
|
||||
<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Bugs" default="1"/>
|
||||
<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Bugs"/>
|
||||
</field>
|
||||
<field name="state" select="1">
|
||||
<filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Bugs"/>
|
||||
<filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Bugs"/>
|
||||
<filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Bugs"/>
|
||||
</field>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_case_feature_request_filter" model="ir.ui.view">
|
||||
<field name="name">crm.case.feature.request.select</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Feature Request">
|
||||
<group col='6' colspan='4'>
|
||||
<filter icon="gtk-execute" string="My Feature Request" domain="[('user_id','=',uid)]" separator="1" help="Feature Requests Related to Current User"/>
|
||||
<field name="state" select="1">
|
||||
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Feature Request"/>
|
||||
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Feature Request"/>
|
||||
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Feature Request"/>
|
||||
</field>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" select='1'/>
|
||||
<field name="user_id" select="1" widget="selection"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_calendar_view">
|
||||
<field name="name">CRM - Bug Tracker Calendar</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Bugs" date_start="date" color="user_id" date_delay="duration">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,61 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<record model="crm.case.section" id="section_support_claims">
|
||||
<field name="name">Claims</field>
|
||||
<field name="code">Claim</field>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Case Categories
|
||||
-->
|
||||
<record model="crm.case.categ" id="categ_claim1">
|
||||
<field name="name">Factual Claims</field>
|
||||
<field name="section_id" ref="section_support_claims"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_claim2">
|
||||
<field name="name">Value Claims</field>
|
||||
<field name="section_id" ref="section_support_claims"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_claim3">
|
||||
<field name="name">Policy Claims</field>
|
||||
<field name="section_id" ref="section_support_claims"/>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Case Category2
|
||||
-->
|
||||
<record model="crm.case.category2" id="category_claim1">
|
||||
<field name="name">Corrective</field>
|
||||
<field name="section_id" ref="section_support_claims"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_claim2">
|
||||
<field name="name">Preventive</field>
|
||||
<field name="section_id" ref="section_support_claims"/>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Case Stage
|
||||
-->
|
||||
<record model="crm.case.stage" id="stage_claim1">
|
||||
<field name="name">Accepted as Claim</field>
|
||||
<field name="section_id" ref="section_support_claims"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_claim2">
|
||||
<field name="name">Fixed</field>
|
||||
<field name="section_id" ref="section_support_claims"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_claim3">
|
||||
<field name="name">Won't fix</field>
|
||||
<field name="section_id" ref="section_support_claims"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_claim4">
|
||||
<field name="name">Invalid</field>
|
||||
<field name="section_id" ref="section_support_claims"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_claim5">
|
||||
<field name="name">Awaiting Response</field>
|
||||
<field name="section_id" ref="section_support_claims"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,120 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!--
|
||||
((((((((((( Demo Cases )))))))))))
|
||||
-->
|
||||
<record id="crm_case_claim01" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_15"/>
|
||||
<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_claim1"/>
|
||||
<field name="partner_id" ref="base.res_partner_11"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Problem with the delivery of goods"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_claims"/>
|
||||
<field eval=""(726) 782-0636"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_claim1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_claim1"/>
|
||||
<field eval=""(769) 703-274"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_claim02" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_6"/>
|
||||
<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_claim2"/>
|
||||
<field name="partner_id" ref="base.res_partner_6"/>
|
||||
<field eval=""4"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Damaged Products"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_claims"/>
|
||||
<field eval=""(392) 895-7917"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_claim2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_claim5"/>
|
||||
<field eval=""(956) 293-2595"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_claim03" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_2"/>
|
||||
<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_claim1"/>
|
||||
<field name="partner_id" ref="base.res_partner_10"/>
|
||||
<field eval=""2"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field eval=""Document related problems"" name="name"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_claims"/>
|
||||
<field eval=""(820) 167-3208"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_claim3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_claim2"/>
|
||||
<field eval=""(079) 681-2139"" name="partner_phone"/>
|
||||
<field eval=""contact@tecsas.fr"" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_claim04" model="crm.case">
|
||||
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_claim2"/>
|
||||
<field name="partner_id" ref="base.res_partner_tinyatwork"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Product quality not maintained"" name="name"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_claims"/>
|
||||
<field eval=""(077) 582-4035"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_claim1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_claim5"/>
|
||||
<field eval=""(514) 698-4118"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_claim05" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_10"/>
|
||||
<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_claim1"/>
|
||||
<field name="partner_id" ref="base.res_partner_5"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Some products missing"" name="name"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_claims"/>
|
||||
<field eval=""(333) 715-1450"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_claim3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_claim3"/>
|
||||
<field eval=""(855) 924-4364"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_claim06" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_claim2"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Problem with the delivery of assignments"" name="name"/>
|
||||
<field eval=""cancel"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_claims"/>
|
||||
<field eval=""(468) 017-2684"" name="partner_mobile"/>
|
||||
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_claim1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_claim4"/>
|
||||
<field eval=""(373) 907-1009"" name="partner_phone"/>
|
||||
<field eval=""info@opensides.be"" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_claims07" model="crm.case">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_claim1"/>
|
||||
<field name="partner_id" ref="base.res_partner_seagate"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Documents unclear"" name="name"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_claims"/>
|
||||
<field eval="" (463) 014-1208"" name="partner_mobile"/>
|
||||
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_claim3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_claim2"/>
|
||||
<field eval=""(282) 603-7489"" name="partner_phone"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,38 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<menuitem id="menu_aftersale" name="After-Sale Services" parent="crm.menu_crm"/>
|
||||
|
||||
######################## CLAIMS (menu) ###########################
|
||||
<record model="ir.actions.act_window" id="crm_case_categ_claim0">
|
||||
<field name="name">All Claims</field>
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree,calendar</field>
|
||||
<field name="view_id" ref="crm_case_claims_tree_view"/>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
<field name="search_view_id" ref="crm_configuration.view_crm_case_claims_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_claim0">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_claims_tree_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_claim0"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_claim0">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_claims_calendar_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_claim0"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form_claim0">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_claims_form_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_claim0"/>
|
||||
</record>
|
||||
<menuitem name="Claims" id="menu_crm_case_claims" parent="menu_aftersale" action="crm_case_categ_claim0"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,186 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
# ------------------------------------------------------
|
||||
# Claims
|
||||
# ------------------------------------------------------
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_claims_tree_view">
|
||||
<field name="name">CRM - Claims Tree</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Claims" colors="red:state=='open'">
|
||||
<field name="id"/>
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="date" string="Date"/>
|
||||
<field name="categ_id" string="Type" select="1"/>
|
||||
<field name="user_id" string="Responsible" select="2"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_claims_form_view">
|
||||
<field name="name">CRM - Claims Form</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Claims">
|
||||
<group colspan="4" col="6">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="user_id" string="Responsible" select="2"/>
|
||||
<newline/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
<field name="date" string="Date of Claim"/>
|
||||
<field name="categ_id" string="Type of claim" select="1" on_change="onchange_categ_id(categ_id)"/>
|
||||
<label string="Stage: " align="1.0"/>
|
||||
<group colspan="1" col="2">
|
||||
<field name="stage_id" select="1" nolabel="1"/>
|
||||
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
|
||||
</group>
|
||||
<group colspan="2">
|
||||
<field name="case_id" select="1"/>
|
||||
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
|
||||
</group>
|
||||
</group>
|
||||
<notebook>
|
||||
<page string="Claims Info">
|
||||
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
|
||||
<field name="email_from"/>
|
||||
<field name="partner_phone"/>
|
||||
<field name="partner_mobile"/>
|
||||
<newline/>
|
||||
<field name="planned_cost" string="Claim Cost"/>
|
||||
<newline/>
|
||||
<field name="priority"/>
|
||||
<field name="category2_id" string="Type of Action" select="1"/>
|
||||
<field name="ref"/>
|
||||
<field name="ref2"/>
|
||||
<separator colspan="4" string="Claim/Action Description"/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<separator colspan="4" string="Status"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" select="1"/>
|
||||
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</group>
|
||||
</page>
|
||||
<page string="History">
|
||||
<field name="id" select="1"/>
|
||||
<field name="active"/>
|
||||
<field name="canal_id"/>
|
||||
<field name="som"/>
|
||||
<separator colspan="4" string="Dates"/>
|
||||
<field name="create_date"/>
|
||||
<field name="date_closed"/>
|
||||
<field name="date_action_last"/>
|
||||
<field name="date_action_next"/>
|
||||
<field name="log_ids" nolabel="1" colspan="4">
|
||||
<form string="Actions">
|
||||
<separator string="Action Information" colspan="4"/>
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
<field name="som"/>
|
||||
<field name="canal_id"/>
|
||||
</form>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Events">
|
||||
<field name="child_ids" colspan="4" nolabel="1">
|
||||
<tree string="Related Cases">
|
||||
<field name="id"/>
|
||||
<field name="date"/>
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Emails" groups="base.group_extended">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="7" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email"/>
|
||||
<field name="canal_id"/>
|
||||
<button
|
||||
string="Add a CC"
|
||||
name="%(crm.action_view_crm_email_add_cc_wizard)d"
|
||||
icon="gtk-add" type="action"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_claims_calendar_view">
|
||||
<field name="name">CRM - Claims Calendar</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Claims" date_start="date" color="user_id">
|
||||
<field name="name"/>
|
||||
<field name="partner_name"/>
|
||||
<field name="categ_id"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_case_claims_filter" model="ir.ui.view">
|
||||
<field name="name">crm.case.claims.select</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Claims">
|
||||
<group col="4" colspan="1">
|
||||
<filter icon="gtk-new" string="New Claims"
|
||||
domain="[('section_id.name','=','Claims'),('state','=','draft')]"
|
||||
separator="1" help="New Claims"
|
||||
/>
|
||||
<filter icon="gtk-execute"
|
||||
string="In Progress Claims"
|
||||
domain="[('section_id.name','=','Claims'),('state','=','open')]"
|
||||
separator="1" help="In Progress Claims"
|
||||
/>
|
||||
<filter icon="gtk-media-pause"
|
||||
string="Pending Claims"
|
||||
domain="[('section_id.name','=','Claims'),('state','=','pending')]"
|
||||
separator="1" help="All pending Claims"
|
||||
/>
|
||||
</group>
|
||||
<separator orientation="vertical"/>
|
||||
<group col="4" colspan="2">
|
||||
<field name="name" select='1'/>
|
||||
<field name="partner_id" select="1"/>
|
||||
<field name="user_id" select="1" widget="selection"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,231 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 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/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
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'),
|
||||
# ('open','Open'),
|
||||
# ('cancel', 'Refuse Bug'),
|
||||
# ('done', 'Done'),
|
||||
# ('pending','Pending')
|
||||
#]
|
||||
|
||||
class crm_case_category2(osv.osv):
|
||||
_name = "crm.case.category2"
|
||||
_description = "Category2 of case"
|
||||
_rec_name = "name"
|
||||
_columns = {
|
||||
'name': fields.char('Case Category2 Name', size=64, required=True, translate=True),
|
||||
'section_id': fields.many2one('crm.case.section', 'Case Section'),
|
||||
}
|
||||
|
||||
crm_case_category2()
|
||||
|
||||
|
||||
class crm_case_stage(osv.osv):
|
||||
_name = "crm.case.stage"
|
||||
_description = "Stage of case"
|
||||
_rec_name = 'name'
|
||||
_order = "sequence"
|
||||
_columns = {
|
||||
'name': fields.char('Stage Name', size=64, required=True, translate=True),
|
||||
'section_id': fields.many2one('crm.case.section', 'Case Section'),
|
||||
'sequence': fields.integer('Sequence'),
|
||||
}
|
||||
_defaults = {
|
||||
'sequence': lambda *args: 1
|
||||
}
|
||||
crm_case_stage()
|
||||
|
||||
|
||||
class crm_cases(osv.osv):
|
||||
_name = "crm.case"
|
||||
_inherit = "crm.case"
|
||||
_columns = {
|
||||
'stage_id': fields.many2one ('crm.case.stage', 'Stage', domain="[('section_id','=',section_id)]"),
|
||||
'category2_id': fields.many2one('crm.case.category2', 'Category Name', domain="[('section_id','=',section_id)]"),
|
||||
'duration': fields.float('Duration'),
|
||||
'case_id': fields.many2one('crm.case', 'Related Case'),
|
||||
'partner_name': fields.char('Employee Name', size=64),
|
||||
'partner_name2': fields.char('Employee Email', size=64),
|
||||
'partner_phone': fields.char('Phone', size=32),
|
||||
'partner_mobile': fields.char('Mobile', size=32),
|
||||
'child_ids': fields.one2many('crm.case', 'case_id', 'Events'),
|
||||
}
|
||||
|
||||
def stage_next(self, cr, uid, ids, context={}):
|
||||
ok = False
|
||||
sid = self.pool.get('crm.case.stage').search(cr, uid, [], context=context)
|
||||
s = {}
|
||||
previous = {}
|
||||
for stage in self.pool.get('crm.case.stage').browse(cr, uid, sid, context=context):
|
||||
section = stage.section_id.id or False
|
||||
s.setdefault(section, {})
|
||||
s[section][previous.get(section, False)] = stage.id
|
||||
previous[section] = stage.id
|
||||
|
||||
for case in self.browse(cr, uid, ids, context):
|
||||
section = (case.section_id.id or False)
|
||||
if section in s:
|
||||
st = case.stage_id.id or False
|
||||
if st in s[section]:
|
||||
self.write(cr, uid, [case.id], {'stage_id': s[section][st]})
|
||||
|
||||
return True
|
||||
|
||||
def onchange_case_id(self, cr, uid, ids, case_id, name, partner_id, context={}):
|
||||
if not case_id:
|
||||
return {}
|
||||
case = self.browse(cr, uid, case_id, context=context)
|
||||
value = {}
|
||||
if not name:
|
||||
value['name'] = case.name
|
||||
if (not partner_id) and case.partner_id:
|
||||
value['partner_id'] = case.partner_id.id
|
||||
if case.partner_address_id:
|
||||
value['partner_address_id'] = case.partner_address_id.id
|
||||
if case.email_from:
|
||||
value['email_from'] = case.email_from
|
||||
return {'value': value}
|
||||
|
||||
crm_cases()
|
||||
|
||||
|
||||
class crm_menu_config_wizard(osv.osv_memory):
|
||||
_name = 'crm.menu.config_wizard'
|
||||
_columns = {
|
||||
'name': fields.char('Name', size=64),
|
||||
'meeting': fields.boolean('Calendar of Meetings', help="Manages the calendar of meetings of the users."),
|
||||
'lead': fields.boolean('Prospect', help="Allows you to track and manage leads which are pre-sales requests or contacts, the very first contact with a customer request."),
|
||||
'opportunity': fields.boolean('Business Opportunities', help="Tracks identified business opportunities for your sales pipeline."),
|
||||
'jobs': fields.boolean('Jobs Hiring Process', help="Help you to organise the jobs hiring process: evaluation, meetings, email integration..."),
|
||||
'document_ics': fields.boolean('Shared Calendar', help=" Will allow you to synchronise your Open ERP calendars with your phone, outlook, Sunbird, ical, ..."),
|
||||
'bugs': fields.boolean('Bug Tracking', help="Used by companies to track bugs and support requests on software"),
|
||||
'helpdesk': fields.boolean('Helpdesk', help="Manages an Helpdesk service."),
|
||||
'fund': fields.boolean('Fund Raising Operations', help="This may help associations in their fund raising process and tracking."),
|
||||
'claims': fields.boolean('Claims', help="Manages the supplier and customers claims, including your corrective or preventive actions."),
|
||||
'phonecall': fields.boolean('Phone Calls', help="Help you to encode the result of a phone call or to plan a list of phone calls to process."),
|
||||
}
|
||||
_defaults = {
|
||||
'meeting': lambda *args: True,
|
||||
'opportunity': lambda *args: True,
|
||||
'phonecall': lambda *args: True,
|
||||
}
|
||||
|
||||
def action_create(self, cr, uid, ids, context=None):
|
||||
module_proxy = self.pool.get('ir.module.module')
|
||||
modid = module_proxy.search(cr, uid, [('name', '=', 'crm_configuration')])
|
||||
moddemo = module_proxy.browse(cr, uid, modid[0]).demo
|
||||
lst = ('data', 'menu')
|
||||
if moddemo:
|
||||
lst = ('data', 'menu', 'demo')
|
||||
res = self.read(cr, uid, ids)[0]
|
||||
idref = {}
|
||||
for section in ['meeting', 'lead', 'opportunity', 'jobs', 'bugs', 'fund', 'helpdesk', 'claims', 'phonecall']:
|
||||
if (not res[section]):
|
||||
continue
|
||||
for fname in lst:
|
||||
file_name = 'crm_' + section + '_' + fname + '.xml'
|
||||
try:
|
||||
fp = tools.file_open(os.path.join('crm_configuration', file_name))
|
||||
except IOError, e:
|
||||
fp = None
|
||||
if fp:
|
||||
tools.convert_xml_import(cr, 'crm_configuration', fp, idref, 'init', noupdate=True)
|
||||
cr.commit()
|
||||
modobj = self.pool.get('ir.module.module')
|
||||
modids = modobj.search(cr, uid, [('name', '=', 'crm_configuration')])
|
||||
modobj.update_translations(cr, 1, modids, None)
|
||||
|
||||
if res['document_ics']:
|
||||
ids = module_proxy.search(cr, uid, [('name', '=', 'document_ics')])
|
||||
module_proxy.button_install(cr, uid, ids, context=context)
|
||||
cr.commit()
|
||||
db, pool = pooler.restart_pool(cr.dbname, update_module=True)
|
||||
|
||||
return {
|
||||
'view_type': 'form',
|
||||
"view_mode": 'form',
|
||||
'res_model': 'ir.actions.configuration.wizard',
|
||||
'type': 'ir.actions.act_window',
|
||||
'target': 'new',
|
||||
}
|
||||
|
||||
def action_cancel(self, cr, uid, ids, context=None):
|
||||
return {
|
||||
'view_type': 'form',
|
||||
"view_mode": 'form',
|
||||
'res_model': 'ir.actions.configuration.wizard',
|
||||
'type': 'ir.actions.act_window',
|
||||
'target': 'new',
|
||||
}
|
||||
|
||||
crm_menu_config_wizard()
|
||||
|
||||
|
||||
class crm_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:
|
||||
|
||||
@@ -1,146 +0,0 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
<!-- configartion view -->
|
||||
|
||||
<record id="view_config_crm_menu" model="ir.ui.view">
|
||||
<field name="name">Configure Menu for Sections</field>
|
||||
<field name="model">crm.menu.config_wizard</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Configure CRM Sections">
|
||||
<separator colspan="4" string="Install Pre-Configured Features"/>
|
||||
<label colspan="4" align="0.0" string="The CRM module of OpenERP is able to manage any kind of relationship. But, as to help you to start quickly on the system, we configured a few of them for you."/>
|
||||
<newline/>
|
||||
<field name="meeting"/>
|
||||
<field name="opportunity"/>
|
||||
<field name="phonecall"/>
|
||||
<field name="lead"/>
|
||||
<field name="claims"/>
|
||||
<field name="bugs"/>
|
||||
<field name="helpdesk"/>
|
||||
<field name="jobs"/>
|
||||
<field name="fund"/>
|
||||
<separator colspan="4" string="Calendar Sharing"/>
|
||||
<field name="document_ics"/>
|
||||
<newline/>
|
||||
<group col="4" colspan="4">
|
||||
<button icon="gtk-cancel" name="action_cancel" type="object" special="cancel" string="Cancel"/>
|
||||
<button icon="gtk-go-forward" name="action_create" string="Next" type="object"/>
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_view_config_crm_menu" model="ir.actions.act_window">
|
||||
<field name="name">Configure Menu for CRM case Section</field>
|
||||
<field name="type">ir.actions.act_window</field>
|
||||
<field name="res_model">crm.menu.config_wizard</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
</record>
|
||||
|
||||
<!-- register configuration wizard -->
|
||||
<record id="config_wizard_step_case_section_menu" model="ir.actions.todo">
|
||||
<field name="name">Create Menu for CRM Case Section</field>
|
||||
<field name="note">This Configuration step use to create Menu for Case Sections</field>
|
||||
<field name="action_id" ref="action_view_config_crm_menu"/>
|
||||
</record>
|
||||
|
||||
<!-- graph view -->
|
||||
<record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
|
||||
<field name="name">CRM -Graph</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
|
||||
<field name="stage_id"/>
|
||||
<field name="planned_cost" operator="+"/>
|
||||
<field name="planned_revenue" operator="+"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- calendar view -->
|
||||
<record id="crm_case_calendar_section-view" model="ir.ui.view">
|
||||
<field name="name">crm.case.calendar.section</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="arch" type="xml">
|
||||
<calendar color="section_id" date_start="date" date_stop="date_deadline" day_length="12" string="Cases">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="state"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Stage
|
||||
# ------------------------------------------------------
|
||||
<record model="ir.ui.view" id="crm_case_stage_tree">
|
||||
<field name="name">crm.case.stage.tree</field>
|
||||
<field name="model">crm.case.stage</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Stages">
|
||||
<field name="sequence"/>
|
||||
<field name="name"/>
|
||||
<field name="section_id"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_stage_form">
|
||||
<field name="name">crm.case.stage.form</field>
|
||||
<field name="model">crm.case.stage</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Stage">
|
||||
<field name="name" select="1"/>
|
||||
<field name="section_id" select="1" widget="selection"/>
|
||||
<field name="sequence"/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record id="crm_case_stage_act" model="ir.actions.act_window">
|
||||
<field name="name">Stages</field>
|
||||
<field name="res_model">crm.case.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_id" ref="crm_case_stage_tree"/>
|
||||
</record>
|
||||
<menuitem action="crm_case_stage_act" id="menu_crm_case_stage_act" parent="crm.next_id_51"/>
|
||||
|
||||
|
||||
<record model="ir.ui.view" id="crm_generic_wizard">
|
||||
<field name="name">crm.generic_wizard.form</field>
|
||||
<field name="model">crm.generic_wizard</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Generic Wizard">
|
||||
<group col="2">
|
||||
<field name="section_id" select="1" widget="selection"/>
|
||||
<field name="user_id"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<separator colspan="4"/>
|
||||
<group col="2" colspan="2">
|
||||
<button icon="gtk-cancel" special="cancel" string="Cancel"/>
|
||||
<button icon="gtk-execute" name="action_create" string="Assign" type="object"/>
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record id="crm_generic_wizard_act" model="ir.actions.act_window">
|
||||
<field name="name">Generic Wizard</field>
|
||||
<field name="res_model">crm.generic_wizard</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_id" ref="crm_generic_wizard"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
</record>
|
||||
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,63 +0,0 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
<wizard
|
||||
string="History of Events"
|
||||
name="crm.case.history.events"
|
||||
model="crm.case"
|
||||
id="wizard_case_history_event"
|
||||
keyword="client_action_relate"
|
||||
|
||||
/>
|
||||
|
||||
<wizard
|
||||
id="wizard_crm_partner_create"
|
||||
keyword="client_action_multi"
|
||||
model="crm.case"
|
||||
name="crm.case.partner_create"
|
||||
multi="True"
|
||||
string="Create Partner"/>
|
||||
|
||||
<wizard
|
||||
id="wizard_crm_meeting"
|
||||
keyword="client_action_multi"
|
||||
model="crm.case"
|
||||
name="crm.case.meeting"
|
||||
multi="True"
|
||||
string="Schedule Meeting"/>
|
||||
|
||||
<wizard
|
||||
id="wizard_crm_opportunity_set"
|
||||
keyword="client_action_multi"
|
||||
model="crm.case"
|
||||
name="crm.case.opportunity_set"
|
||||
multi="True"
|
||||
string="Convert To Opportunity"/>
|
||||
|
||||
<wizard
|
||||
id="wizard_partner_create_opportunity"
|
||||
keyword="client_action_multi"
|
||||
model="res.partner"
|
||||
name="crm.case.partner.opportunity_create"
|
||||
menu="False"
|
||||
string="Create Opportunity"/>
|
||||
|
||||
<wizard
|
||||
id="wizard_crm_reschedule_phone_call"
|
||||
keyword="client_action_multi"
|
||||
model="crm.case"
|
||||
name="crm.case.reschedule_phone_call"
|
||||
multi="True"
|
||||
string="Schedule Phone Call" />
|
||||
|
||||
<wizard
|
||||
id="wizard_partner_create_opportunity1"
|
||||
keyword="client_action_relate"
|
||||
model="res.partner"
|
||||
name="crm.case.partner.opportunity_create"
|
||||
string="Create Opportunity"/>
|
||||
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,54 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<record model="crm.case.section" id="section_support4">
|
||||
<field name="name">Fund Raising</field>
|
||||
<field name="code">funds</field>
|
||||
</record>
|
||||
|
||||
<!-- CASE CATEGORY(categ_id) -->
|
||||
|
||||
<record model="crm.case.categ" id="categ_fund1">
|
||||
<field name="name">Social Rehabilitation And Rural Upliftment</field>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
</record>
|
||||
|
||||
<record model="crm.case.categ" id="categ_fund2">
|
||||
<field name="name">Learning And Education</field>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
</record>
|
||||
|
||||
<record model="crm.case.categ" id="categ_fund3">
|
||||
<field name="name">Healthcare</field>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
</record>
|
||||
|
||||
<record model="crm.case.categ" id="categ_fund4">
|
||||
<field name="name">Arts And Culture</field>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
</record>
|
||||
|
||||
<!-- CASE CATEGORY2(category2_id) -->
|
||||
|
||||
<record model="crm.case.category2" id="categ2_fund1">
|
||||
<field name="name">Cash</field>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
</record>
|
||||
|
||||
<record model="crm.case.category2" id="categ2_fund2">
|
||||
<field name="name">Cheque</field>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
</record>
|
||||
|
||||
<record model="crm.case.category2" id="categ2_fund3">
|
||||
<field name="name">Credit Card</field>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
</record>
|
||||
|
||||
<record model="crm.case.category2" id="categ2_fund4">
|
||||
<field name="name">Demand Draft</field>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,146 +0,0 @@
|
||||
<?xml version="1.0" ?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<record id="crm_case_helpingstreetchildren0" model="crm.case">
|
||||
<field eval="50" name="probability"/>
|
||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="categ2_fund3"/>
|
||||
<field eval="3.0" name="duration"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field eval="250000.0" name="planned_cost"/>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
<field eval="time.strftime('%Y-%m-01 10:35:50')" name="date"/>
|
||||
<field name="categ_id" ref="categ_fund1"/>
|
||||
<field eval=""Helping Street Children"" name="name"/>
|
||||
<field eval=""info@opensides.be"" name="email_from"/>
|
||||
</record>
|
||||
</data>
|
||||
<data noupdate="1">
|
||||
<record id="crm_case_helpingearthquakevictims0" model="crm.case">
|
||||
<field eval="80" name="probability"/>
|
||||
<field name="partner_address_id" ref="base.main_address"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="categ2_fund4"/>
|
||||
<field name="partner_id" ref="base.main_partner"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field eval="2000000.0" name="planned_cost"/>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
<field eval="time.strftime('%Y-%m-05 12:35:50')" name="date"/>
|
||||
<field eval="8.0" name="duration"/>
|
||||
<field name="categ_id" ref="categ_fund1"/>
|
||||
<field eval=""Helping earthquake victims"" name="name"/>
|
||||
</record>
|
||||
</data>
|
||||
<data noupdate="1">
|
||||
<record id="crm_case_donatingbookstoschoollibraries0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_zen"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="categ2_fund1"/>
|
||||
<field eval="5.0" name="duration"/>
|
||||
<field name="partner_id" ref="base.res_partner_3"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field eval="500000.0" name="planned_cost"/>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
<field eval="time.strftime('%Y-%m-07 13:50:50')" name="date"/>
|
||||
<field name="categ_id" ref="categ_fund2"/>
|
||||
<field eval=""Donating books to school libraries"" name="name"/>
|
||||
</record>
|
||||
</data>
|
||||
<data noupdate="1">
|
||||
<record id="crm_case_renovatinggovernmentschools0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_7"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="categ2_fund2"/>
|
||||
<field eval="3.0" name="duration"/>
|
||||
<field name="partner_id" ref="base.res_partner_4"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field eval="1000000.0" name="planned_cost"/>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
<field eval="time.strftime('%Y-%m-12 15:10:50')" name="date"/>
|
||||
<field name="categ_id" ref="categ_fund2"/>
|
||||
<field eval="4.3" name="duration"/>
|
||||
<field eval=""Renovating government schools"" name="name"/>
|
||||
</record>
|
||||
</data>
|
||||
<data noupdate="1">
|
||||
<record id="crm_case_donatingambulancestohospitals0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_13"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="categ2_fund4"/>
|
||||
<field name="partner_id" ref="base.res_partner_14"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field eval="5000000.0" name="planned_cost"/>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
<field eval="time.strftime('%Y-%m-17 19:00:15')" name="date"/>
|
||||
<field eval="3" name="duration"/>
|
||||
<field name="categ_id" ref="categ_fund3"/>
|
||||
<field eval=""Donating ambulances to hospitals"" name="name"/>
|
||||
</record>
|
||||
</data>
|
||||
<data noupdate="1">
|
||||
<record id="crm_case_donatinghospitalequipments0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_2"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="categ2_fund3"/>
|
||||
<field name="partner_id" ref="base.res_partner_10"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field eval="10000000.0" name="planned_cost"/>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
<field eval="time.strftime('%Y-%m-27 09:00:15')" name="date"/>
|
||||
<field eval="12" name="duration"/>
|
||||
<field name="categ_id" ref="categ_fund3"/>
|
||||
<field eval=""Donating hospital equipments"" name="name"/>
|
||||
<field eval=""contact@tecsas.fr"" name="email_from"/>
|
||||
</record>
|
||||
</data>
|
||||
<data noupdate="1">
|
||||
<record id="crm_case_encouragingarts0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_14"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="categ2_fund2"/>
|
||||
<field eval="7.0" name="duration"/>
|
||||
<field name="partner_id" ref="base.res_partner_15"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field eval="10000.0" name="planned_cost"/>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
<field eval="time.strftime('%Y-%m-01 10:00:15')" name="date"/>
|
||||
<field name="categ_id" ref="categ_fund4"/>
|
||||
<field eval=""Encouraging arts"" name="name"/>
|
||||
</record>
|
||||
</data>
|
||||
<data noupdate="1">
|
||||
<record id="crm_case_promotingculturalprogramsandpreservingdyingartforms0" model="crm.case">
|
||||
<field eval="10" name="probability"/>
|
||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="categ2_fund1"/>
|
||||
<field eval="6.0" name="duration"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field eval="800000.0" name="planned_cost"/>
|
||||
<field name="section_id" ref="section_support4"/>
|
||||
<field eval="time.strftime('%Y-%m-24 22:00:15')" name="date"/>
|
||||
<field name="categ_id" ref="categ_fund4"/>
|
||||
<field eval=""Promoting cultural programs and preserving dying art forms"" name="name"/>
|
||||
<field eval=""info@opensides.be"" name="email_from"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,36 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!-- MENU -->
|
||||
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all1">
|
||||
<field name="name">All Funds</field>
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_mode">tree,form,graph</field>
|
||||
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
<field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all1">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
|
||||
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all1">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
|
||||
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all1">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
|
||||
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
|
||||
</record>
|
||||
|
||||
<menuitem name="Fund Raising" id="menu_crm_case_fund_raise" parent="crm.menu_crm" action="crm_case_category_act_fund_all1"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,178 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Fund Raising
|
||||
# ------------------------------------------------------
|
||||
<record model="ir.ui.view" id="crm_case_tree_view_fund">
|
||||
<field name="name">CRM - Funds Tree</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Funds Tree" colors="red:state=='open'">
|
||||
<field name="id"/>
|
||||
<field name="name" string="Funds"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="category2_id" string="Payment Mode"/>
|
||||
<field name="planned_cost" string="Amount"/>
|
||||
<field name="probability"/>
|
||||
<field name="user_id"/>
|
||||
<field name="state"/>
|
||||
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_form_view_fund">
|
||||
<field name="name">CRM - Funds Form</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Funds Form">
|
||||
<group colspan="4" col="6">
|
||||
<field name="name" select="1" string="Name" colspan="2"/>
|
||||
<field name="section_id" colspan="1" widget="selection"/>
|
||||
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)"/>
|
||||
<newline/>
|
||||
<field name="date" string="Next Meeting"/>
|
||||
<field name="duration"/>
|
||||
<field name="category2_id" select="1" string="Payment Mode"/>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="Funds">
|
||||
<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
|
||||
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
|
||||
<newline/>
|
||||
<field name="email_from" colspan="2"/>
|
||||
<field name="user_id" select="2" string="Responsible"/>
|
||||
<separator colspan="4" string="Estimates"/>
|
||||
<field name="planned_cost"/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="probability"/>
|
||||
<separator colspan="4" string="Description Information"/>
|
||||
<field name="description" nolabel="1" colspan="4"/>
|
||||
<separator colspan="4"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" select="2"/>
|
||||
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</group>
|
||||
</page>
|
||||
<page string="History">
|
||||
<field name="id" select="1"/>
|
||||
<field name="active"/>
|
||||
<field name="priority" string="Priority"/>
|
||||
<newline/>
|
||||
<field name="canal_id"/>
|
||||
<field name="som"/>
|
||||
<separator colspan="4" string="Dates"/>
|
||||
<field name="create_date"/>
|
||||
<field name="date_closed"/>
|
||||
<field name="date_action_last"/>
|
||||
<field name="date_action_next"/>
|
||||
<separator colspan="4" string="References"/>
|
||||
<field name="ref" colspan="4"/>
|
||||
<field name="ref2" colspan="4"/>
|
||||
|
||||
<field name="log_ids" nolabel="1" colspan="4">
|
||||
<form string="Actions">
|
||||
<separator string="Action Information" colspan="4"/>
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
<field name="som"/>
|
||||
<field name="canal_id"/>
|
||||
</form>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Emails">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="7" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email"/>
|
||||
<field name="canal_id"/>
|
||||
<button
|
||||
string="Add a CC"
|
||||
name="%(crm.action_view_crm_email_add_cc_wizard)d"
|
||||
icon="gtk-add" type="action"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_calendar_view_fund">
|
||||
<field name="name">CRM - Funds Calendar</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_graph_view_fund">
|
||||
<field name="name">CRM - Funds Graph</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Funds by Categories" type="bar" orientation="horizontal">
|
||||
<field name="categ_id"/>
|
||||
<field name="planned_cost" operator="+"/>
|
||||
<field name="state" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_case_fund_filter" model="ir.ui.view">
|
||||
<field name="name">crm.case.fund.select</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Funds">
|
||||
<group col='6' colspan='4'>
|
||||
<filter icon="terp-partner" string="My Funds"
|
||||
default="1" domain="[('user_id','=',uid)]"
|
||||
separator="1"
|
||||
help="Funds Related to Current User"
|
||||
/>
|
||||
<field name="state" select="1">
|
||||
<filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Funds"/>
|
||||
<filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Funds"/>
|
||||
<filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Funds"/>
|
||||
</field>
|
||||
<field name="name" select='1'/>
|
||||
<field name="user_id" select="1" widget="selection"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,13 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!--
|
||||
Case Sections
|
||||
-->
|
||||
<record model="crm.case.section" id="section_support_help">
|
||||
<field name="name">HelpDesk</field>
|
||||
<field name="code">HD</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,6 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,38 +0,0 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<menuitem id="menu_aftersale" name="After-Sale Services" parent="crm.menu_crm"/>
|
||||
|
||||
######################## Help Desk (menu) ###########################
|
||||
<record model="ir.actions.act_window" id="crm_case_helpdesk_act111">
|
||||
<field name="name">All Helpdesk Requests</field>
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_mode">tree,calendar,form</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act111">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
|
||||
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_act111">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_helpdesk_calendar_view"/>
|
||||
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_act111">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
|
||||
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
|
||||
</record>
|
||||
<menuitem name="Helpdesk and Support" id="menu_help_support_main" parent="menu_aftersale" action="crm_case_helpdesk_act111"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
||||
@@ -1,161 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Helpdesk Support
|
||||
# ------------------------------------------------------
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_form_view_helpdesk">
|
||||
<field name="name">CRM - Helpdesk Support Form</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Helpdesk Support">
|
||||
<group colspan="4" col="7">
|
||||
<field colspan="2" name="name" select="1"/>
|
||||
<field colspan="1" name="section_id" widget="selection"/>
|
||||
<field name="date" select="1"/>
|
||||
<field name="date_deadline" select="2"/>
|
||||
<field name="priority"/>
|
||||
<group colspan="2">
|
||||
<field name="case_id" select="1"/>
|
||||
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
|
||||
</group>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="General">
|
||||
<group col="8" colspan="4">
|
||||
<field colspan="4" name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
|
||||
<field colspan="3" name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
|
||||
<newline/>
|
||||
<field colspan="3" name="email_from" select="2"/>
|
||||
<button name="remind_partner" states="open,pending" string="Send Reminder" type="object" icon="gtk-go-forward"/>
|
||||
<field name="user_id" select="1"/>
|
||||
<button name="remind_user" states="open,pending" string="Send Reminder" type="object" icon="gtk-go-forward"/>
|
||||
</group>
|
||||
|
||||
<separator colspan="4" string="Description"/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<separator colspan="4"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" select="1"/>
|
||||
<button name="case_close" states="open,draft,pending" string="Close" type="object" icon="gtk-close"/>
|
||||
<button name="case_open" states="draft,pending" string="Open" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" states="draft,open,pending" string="Cancel" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" states="draft,open" string="Pending" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_escalate" states="open,draft,pending" string="Escalate" type="object" icon="gtk-go-up"/>
|
||||
<button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/>
|
||||
</group>
|
||||
</page>
|
||||
<page string="History">
|
||||
<field name="id" select="1"/>
|
||||
<field name="active" select="2"/>
|
||||
<field name="categ_id" on_change="onchange_categ_id(categ_id)" select="2"/>
|
||||
<field name="som" select="2"/>
|
||||
<separator colspan="4" string="Dates"/>
|
||||
<field name="create_date"/>
|
||||
<field name="date_closed"/>
|
||||
<field name="date_action_last"/>
|
||||
<field name="date_action_next"/>
|
||||
<separator colspan="4" string="Estimates"/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="planned_cost"/>
|
||||
<field name="probability"/>
|
||||
<separator colspan="4" string="References"/>
|
||||
<field colspan="4" name="ref"/>
|
||||
<field colspan="4" name="ref2"/>
|
||||
<field colspan="4" name="log_ids" nolabel="1">
|
||||
<form string="Actions">
|
||||
<separator colspan="4" string="Action Information"/>
|
||||
<field colspan="4" name="name"/>
|
||||
<field name="date" select="2"/>
|
||||
<field name="user_id" select="2"/>
|
||||
<field name="som" select="2"/>
|
||||
<field name="canal_id"/>
|
||||
</form>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Events">
|
||||
<field name="child_ids" colspan="4" nolabel="1">
|
||||
<tree string="Related Cases">
|
||||
<field name="id"/>
|
||||
<field name="date"/>
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Emails">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="7" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email"/>
|
||||
<field name="canal_id"/>
|
||||
<button
|
||||
string="Add a CC"
|
||||
name="%(crm.action_view_crm_email_add_cc_wizard)d"
|
||||
icon="gtk-add" type="action"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
|
||||
<field name="name">CRM - Helpdesk Support Tree</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Helpdesk Support Tree" colors="red:state=='open'">
|
||||
<field name="id"/>
|
||||
<field name="name" string="Support Query"/>
|
||||
<field name="partner_id" string="Partner"/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="probability"/>
|
||||
<field name="date" string="Deadline"/>
|
||||
<field name="user_id"/>
|
||||
<field name="state"/>
|
||||
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
|
||||
<field name="name">CRM - Helpdesk Support Calendar</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="categ_id"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,67 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<record model="crm.case.section" id="section_support0">
|
||||
<field name="name">Jobs</field>
|
||||
<field name="code">jobs</field>
|
||||
</record>
|
||||
|
||||
<!-- CASE CATEGORY(categ_id) -->
|
||||
|
||||
<record model="crm.case.categ" id="categ_job1">
|
||||
<field name="name">Salesman</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
|
||||
<record model="crm.case.categ" id="categ_job2">
|
||||
<field name="name">Junior Developer</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
|
||||
<!-- CATEGORY2(category2_id) -->
|
||||
|
||||
<record model="crm.case.category2" id="category_job1">
|
||||
<field name="name">Graduate</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_job2">
|
||||
<field name="name">Licenced</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_job3">
|
||||
<field name="name"> > Bac +5</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
|
||||
<!-- STAGE(stage_id) -->
|
||||
|
||||
<record model="crm.case.stage" id="stage_job1">
|
||||
<field name="name">Initial Jobs Demand</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_job2">
|
||||
<field name="name">First Interview</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_job3">
|
||||
<field name="name">Second Interview</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_job4">
|
||||
<field name="name">Contract Proposed</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_job5">
|
||||
<field name="name">Contract Signed</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_job6">
|
||||
<field name="name">Refused by Employee</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_job7">
|
||||
<field name="name">Refused by Company</field>
|
||||
<field name="section_id" ref="section_support0"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,149 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!--
|
||||
((((((((((( Demo Cases )))))))))))
|
||||
-->
|
||||
|
||||
<!--For Jobs Requests-->
|
||||
<record id="crm_case_salesman0" model="crm.case">
|
||||
<field eval="time.strftime('%Y-%m-01 10:35:50')" name="date"/>
|
||||
<field eval="time.strftime('%Y-%m-03')" name="date_deadline"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_job1"/>
|
||||
<field name="partner_id" ref="base.res_partner_asus"/>
|
||||
<field eval=""2"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Enrique Jones"" name="partner_name"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support0"/>
|
||||
<field eval=""enrique@rediff.com"" name="partner_name2"/>
|
||||
<field eval=""9963214587"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="9.0" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_job1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_job1"/>
|
||||
<field eval=""Salesman"" name="name"/>
|
||||
<field eval=""1236547890"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_traineemca0" model="crm.case">
|
||||
<field model="res.partner.canal" name="canal_id" search="[('name','=','E-mail')]"/>
|
||||
<field name="partner_address_id" ref="base.res_partner_address_14"/>
|
||||
<field name="som" ref="base.som_fury"/>
|
||||
<field eval="time.strftime('%Y-%m-10 18:15:00')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_job3"/>
|
||||
<field name="partner_id" ref="base.res_partner_15"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Marie Justine"" name="partner_name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field eval="5.15" name="duration"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support0"/>
|
||||
<field eval=""marie@gmail.com"" name="partner_name2"/>
|
||||
<field eval=""9988774455"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_job2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_job4"/>
|
||||
<field eval=""Trainee - MCA"" name="name"/>
|
||||
<field eval="time.strftime('%Y-%m-15')" name="date_deadline"/>
|
||||
<field eval=""6633225"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_fresher0" model="crm.case">
|
||||
<field model="res.partner.canal" name="canal_id" search="[('name','=','direct')]"/>
|
||||
<field name="som" ref="base.som_happy"/>
|
||||
<field eval="time.strftime('%Y-%m-15 16:10:00')" name="date"/>
|
||||
<field eval="time.strftime('%Y-%m-18')" name="date_deadline"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_job2"/>
|
||||
<field name="partner_id" ref="base.res_partner_5"/>
|
||||
<field eval=""1"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval="1.45" name="duration"/>
|
||||
<field eval=""Jose"" name="partner_name"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support0"/>
|
||||
<field eval=""jose@timesgroup.com"" name="partner_name2"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_job1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_job3"/>
|
||||
<field eval=""Fresher"" name="name"/>
|
||||
<field eval=""999666735"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_yrsexperienceinphp0" model="crm.case">
|
||||
<field eval="time.strftime('%Y-%m-25 16:25:52')" name="date"/>
|
||||
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_job2"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_job3"/>
|
||||
<field name="partner_id" ref="base.res_partner_10"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval="1.35" name="duration"/>
|
||||
<field eval=""Sandra Elvis"" name="partner_name"/>
|
||||
<field eval=""sandra@example.com"" name="partner_name2"/>
|
||||
<field eval=""cancel"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support0"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_job6"/>
|
||||
<field eval=""More than 5 yrs Experience in PHP"" name="name"/>
|
||||
</record>
|
||||
<record id="crm_case_marketingjob0" model="crm.case">
|
||||
<field eval="time.strftime('%Y-%m-26 17:15:32')" name="date"/>
|
||||
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_job2"/>
|
||||
<field name="partner_id" ref="base.res_partner_11"/>
|
||||
<field eval=""4"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field eval="2.0" name="duration"/>
|
||||
<field eval=""John Bruno"" name="partner_name"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support0"/>
|
||||
<field eval=""john@market.edu"" name="partner_name2"/>
|
||||
<field eval=""9966332214"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_job1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_job5"/>
|
||||
<field eval=""Marketing Job"" name="name"/>
|
||||
<field eval=""33968745"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_financejob0" model="crm.case">
|
||||
<field eval="time.strftime('%Y-%m-26 17:39:42')" name="date"/>
|
||||
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_job2"/>
|
||||
<field name="partner_id" ref="base.res_partner_11"/>
|
||||
<field eval=""4"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""David Armstrong"" name="partner_name"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support0"/>
|
||||
<field eval=""david@market.edu"" name="partner_name2"/>
|
||||
<field eval=""9966332214"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="2.20" name="duration"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_job1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_job5"/>
|
||||
<field eval=""Finance Job"" name="name"/>
|
||||
<field eval=""33968745"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_traineemca1" model="crm.case">
|
||||
<field model="res.partner.canal" name="canal_id" search="[('name','=','E-mail')]"/>
|
||||
<field name="partner_address_id" ref="base.res_partner_address_14"/>
|
||||
<field name="som" ref="base.som_fury"/>
|
||||
<field eval="time.strftime('%Y-%m-12 17:49:19')" name="date"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_job3"/>
|
||||
<field name="partner_id" ref="base.res_partner_15"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Tina Augustie"" name="partner_name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field eval="1.15" name="duration"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support0"/>
|
||||
<field eval=""tina_augustie@example.com"" name="partner_name2"/>
|
||||
<field eval=""9898745745"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_job2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_job4"/>
|
||||
<field eval=""Trainee - MCA"" name="name"/>
|
||||
<field eval="time.strftime('%Y-%m-15')" name="date_deadline"/>
|
||||
<field eval=""6630125"" name="partner_phone"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,51 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<menuitem icon="terp-hr" id="menu_hr" name="Human Resources"/>
|
||||
|
||||
######################## JOB OPPORTUNITIES (menu) ###########################
|
||||
<record model="ir.actions.act_window" id="crm_case_categ0_act_job">
|
||||
<field name="name">All Jobs Requests</field>
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_mode">tree,calendar,form,graph</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_job"/>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support0)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act_job">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_job"/>
|
||||
<field name="act_window_id" ref="crm_case_categ0_act_job"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_act_job">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_calendar_view_job"/>
|
||||
<field name="act_window_id" ref="crm_case_categ0_act_job"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_act_job">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_form_view_job"/>
|
||||
<field name="act_window_id" ref="crm_case_categ0_act_job"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_act_job">
|
||||
<field name="sequence" eval="4"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
|
||||
<field name="act_window_id" ref="crm_case_categ0_act_job"/>
|
||||
</record>
|
||||
<menuitem
|
||||
name="Jobs - Hiring Process"
|
||||
id="menu_crm_case_job_req_main"
|
||||
parent="menu_hr"/>
|
||||
|
||||
<!--
|
||||
ALL JOBS REQUESTS
|
||||
-->
|
||||
<menuitem parent="menu_crm_case_job_req_main" id="menu_crm_case_categ0_act_job" action="crm_case_categ0_act_job"/>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,204 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
# ------------------------------------------------------
|
||||
# Jobs
|
||||
# ------------------------------------------------------
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_tree_view_job">
|
||||
<field name="name">CRM - Jobs Requests Tree</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Jobs - Recruitment Tree" colors="red:state=='open'">
|
||||
<field name="id"/>
|
||||
<field name="name" string="Description"/>
|
||||
<field name="partner_name" string="Name"/>
|
||||
<field name="email_from" string="Candidate Email"/>
|
||||
<field name="partner_phone" string="Candidate Phone"/>
|
||||
<field name="categ_id" string="Applied Job" select="1"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="priority" string="Appreciation"/>
|
||||
<field name="user_id"/>
|
||||
<field name="state"/>
|
||||
<button name="case_close" string="Candidate Hired" states="open,draft,pending" type="object" icon="terp-partner"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" string="Candidate Refused" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_form_view_job">
|
||||
<field name="name">CRM - Jobs Requests Form</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Jobs - Recruitment Form">
|
||||
<group colspan="4" col="7">
|
||||
<field name="name" string="Description" colspan="2"/>
|
||||
<field name="section_id" colspan="1" widget="selection"/>
|
||||
<field name="user_id" string="Responsible" select="2"/>
|
||||
<button string="Schedule a Phone Call"
|
||||
name="%(wizard_crm_reschedule_phone_call)d" icon="gtk-redo" type="action" />
|
||||
<newline/>
|
||||
<label string="Stage: " align="1.0"/>
|
||||
<group colspan="1" col="2">
|
||||
<field name="stage_id" select="1" nolabel="1"/>
|
||||
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
|
||||
</group>
|
||||
<field name="date" string="Next Interview"/>
|
||||
<field name="duration" widget="float_time"/>
|
||||
<button name="set_meeting" string="Schedule Meeting" icon="terp-crm"/>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="Job Info">
|
||||
<field name="partner_name" string="Candidate Name"/>
|
||||
<field name="partner_name2" string="Candidate Name2"/>
|
||||
<newline/>
|
||||
<field name="partner_phone"/>
|
||||
<field name="partner_mobile"/>
|
||||
<field name="email_from" string="Candidate Email"/>
|
||||
<newline/>
|
||||
<group col="6" colspan="4">
|
||||
<field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
|
||||
<button name="set_partner" string="Convert to Partner" icon="terp-partner"/>
|
||||
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
|
||||
</group>
|
||||
<separator colspan="4" string="Contract Data"/>
|
||||
<field name="probability" string="Availability (weeks)"/>
|
||||
<newline/>
|
||||
<field name="planned_cost" string="Expected Salary"/>
|
||||
<field name="planned_revenue" string="Proposed Salary"/>
|
||||
<field name="categ_id" string="Applied Job" select="1" on_change="onchange_categ_id(categ_id)"/>
|
||||
<field name="category2_id" string="Degree" select="1"/>
|
||||
<separator colspan="4" string="Qualication"/>
|
||||
<field name="priority" string="Appreciation" select="2"/>
|
||||
|
||||
<separator colspan="4" string="Status"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" select="1"/>
|
||||
<button name="case_close" string="Candidate Hired" states="open,draft,pending" type="object" icon="terp-partner"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" string="Candidate Refused" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</group>
|
||||
</page>
|
||||
<page string="Internal Notes">
|
||||
<field name="description" nolabel="1" colspan="4"/>
|
||||
</page>
|
||||
<page string="History">
|
||||
<field name="id" select="1"/>
|
||||
<field name="active"/>
|
||||
<field name="canal_id"/>
|
||||
<separator colspan="4" string="Dates"/>
|
||||
<field name="create_date"/>
|
||||
<field name="date_closed"/>
|
||||
<field name="date_action_last"/>
|
||||
<field name="date_action_next"/>
|
||||
<separator colspan="4" string="References"/>
|
||||
<field name="ref" colspan="4"/>
|
||||
<field name="ref2" colspan="4"/>
|
||||
|
||||
<field name="log_ids" nolabel="1" colspan="4">
|
||||
<form string="Actions">
|
||||
<separator string="Action Information" colspan="4"/>
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
<field name="som"/>
|
||||
<field name="canal_id"/>
|
||||
</form>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Emails" groups="base.group_extended">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="7" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email"/>
|
||||
<field name="canal_id"/>
|
||||
<button
|
||||
string="Add a CC"
|
||||
name="%(crm.action_view_crm_email_add_cc_wizard)d"
|
||||
icon="gtk-add" type="action"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_calendar_view_job">
|
||||
<field name="name">CRM - Jobs Requests Calendar</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Meeting With Candidates" date_start="date" color="user_id" date_delay="duration">
|
||||
<field name="name"/>
|
||||
<field name="partner_name"/>
|
||||
<field name="partner_name2"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_case_jobs_filter" model="ir.ui.view">
|
||||
<field name="name">crm.case.jobs.select</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Jobs">
|
||||
<group col="7" colspan="1">
|
||||
<filter icon="gtk-home" string=" Today "
|
||||
separator="1"
|
||||
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
|
||||
help="Todays's Jobs"
|
||||
/>
|
||||
<filter icon="gtk-media-rewind"
|
||||
string=" 7 Days " separator="1"
|
||||
domain="[('date::date','<', time.strftime('%%Y-%%m-%%d')), ('date::date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
|
||||
help="Jobs during last 7 days"
|
||||
/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter icon="gtk-new" string="New Jobs"
|
||||
domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Initial Jobs Demand')]"
|
||||
separator="1" help="All Initial Jobs"
|
||||
/>
|
||||
<filter icon="gtk-yes" string="Open Jobs"
|
||||
domain="[('section_id.name','=','Jobs'),('state','=','open')]"
|
||||
separator="1" help="Open Jobs"
|
||||
/>
|
||||
<filter icon="gtk-media-pause" string="Pending Jobs"
|
||||
domain="[('section_id.name','=','Jobs'),('state','=','pending')]"
|
||||
separator="1" help="Pending Jobs"
|
||||
/>
|
||||
</group>
|
||||
<separator orientation="vertical"/>
|
||||
<group col="4" colspan="2">
|
||||
<field name="name" select='1' string="Name"/>
|
||||
<field name="email_from" select='1' string="Email"/>
|
||||
<field name="user_id" select="1" widget="selection"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,101 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!-- CASE SECTION -->
|
||||
<record model="crm.case.section" id="section_support2">
|
||||
<field name="name">Prospects</field>
|
||||
<field name="code">prospects</field>
|
||||
</record>
|
||||
|
||||
<!-- CASE CATEGORY(categ_id) -->
|
||||
<record model="crm.case.categ" id="categ_lead1">
|
||||
<field name="name">Existing Customer</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_lead2">
|
||||
<field name="name">Self Generated</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_lead3">
|
||||
<field name="name">Employee</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_lead4">
|
||||
<field name="name">Partner</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_lead6">
|
||||
<field name="name">Website</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_lead7">
|
||||
<field name="name">Word of mouth</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_lead8">
|
||||
<field name="name">Other</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
|
||||
<!-- CASE STATUS(stage_id) -->
|
||||
<record model="crm.case.stage" id="stage_lead1">
|
||||
<field name="name">New</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_lead2">
|
||||
<field name="name">Assigned</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_lead3">
|
||||
<field name="name">In Process</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_lead4">
|
||||
<field name="name">Converted</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_lead5">
|
||||
<field name="name">Recycled</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_lead6">
|
||||
<field name="name">Dead</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
|
||||
<!-- CASE CATEGORY2(category2_id) -->
|
||||
<record model="crm.case.category2" id="category_lead1">
|
||||
<field name="name">Telesales</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_lead2">
|
||||
<field name="name">Mail</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_lead3">
|
||||
<field name="name">Email</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_lead4">
|
||||
<field name="name">Print</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_lead5">
|
||||
<field name="name">Web</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_lead6">
|
||||
<field name="name">Radio</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_lead7">
|
||||
<field name="name">Television</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_lead8">
|
||||
<field name="name">Newsletter</field>
|
||||
<field name="section_id" ref="section_support2"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,118 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!--
|
||||
((((((((((( Demo Cases )))))))))))
|
||||
-->
|
||||
|
||||
<!--For Leads-->
|
||||
<record id="crm_case_itisatelesalescampaign0" model="crm.case">
|
||||
<field name="category2_id" ref="crm_configuration.category_lead1"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Exhibition ERP 2009"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support2"/>
|
||||
<field eval=""Michel Lafont"" name="partner_name2"/>
|
||||
<field eval=""(726) 782-0636"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_lead6"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_lead1"/>
|
||||
<field eval=""The Oil Company"" name="partner_name"/>
|
||||
<field eval=""(769) 703-274"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_electonicgoodsdealer0" model="crm.case">
|
||||
<field name="category2_id" ref="crm_configuration.category_lead7"/>
|
||||
<field eval=""4"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Exhibition ERP 2009"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support2"/>
|
||||
<field eval=""Luc Latour"" name="partner_name2"/>
|
||||
<field eval=""(392) 895-7917"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_lead2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_lead2"/>
|
||||
<field eval=""Le Club SARL"" name="partner_name"/>
|
||||
<field eval=""(956) 293-2595"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_developingwebapplications0" model="crm.case">
|
||||
<field name="category2_id" ref="crm_configuration.category_lead5"/>
|
||||
<field eval=""2"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field eval=""Exhibition ERP 2009"" name="name"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support2"/>
|
||||
<field eval=""Mike Gardner"" name="partner_name2"/>
|
||||
<field eval=""(820) 167-3208"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_lead4"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_lead4"/>
|
||||
<field eval=""TheKompany"" name="partner_name"/>
|
||||
<field eval=""(079) 681-2139"" name="partner_phone"/>
|
||||
<field eval=""contact@tecsas.fr"" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_qrecorp0" model="crm.case">
|
||||
<field name="category2_id" ref="crm_configuration.category_lead8"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Exhibition ERP 2009"" name="name"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support2"/>
|
||||
<field eval=""(077) 582-4035"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_lead1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_lead1"/>
|
||||
<field eval=""The Gas Company"" name="partner_name"/>
|
||||
<field eval=""(514) 698-4118"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_itdeveloper0" model="crm.case">
|
||||
<field name="category2_id" ref="crm_configuration.category_lead4"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Carrie Helle"" name="name"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support2"/>
|
||||
<field eval=""Sam Stone"" name="partner_name2"/>
|
||||
<field eval=""(333) 715-1450"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_lead6"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_lead3"/>
|
||||
<field eval=""Stonage IT"" name="partner_name"/>
|
||||
<field eval=""(855) 924-4364"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_mgroperations0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_lead3"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Tina Pinero"" name="name"/>
|
||||
<field eval=""cancel"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support2"/>
|
||||
<field eval=""Benoit Mortier"" name="partner_name2"/>
|
||||
<field eval=""(468) 017-2684"" name="partner_mobile"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_lead8"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_lead6"/>
|
||||
<field eval=""Opensides SPRL"" name="partner_name"/>
|
||||
<field eval=""(373) 907-1009"" name="partner_phone"/>
|
||||
<field eval=""info@opensides.be"" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_vpoperations0" model="crm.case">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_lead8"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Wendi Baltz"" name="name"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support2"/>
|
||||
<field eval=""Will Smith"" name="partner_name2"/>
|
||||
<field eval=""(463) 014-1208"" name="partner_mobile"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_lead4"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_lead4"/>
|
||||
<field eval=""Gardner Group"" name="partner_name"/>
|
||||
<field eval=""(282) 603-7489"" name="partner_phone"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,83 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<menuitem id="menu_presale" name="Sales" parent="crm.menu_crm" sequence="4"/>
|
||||
|
||||
<!-- MENU -->
|
||||
|
||||
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all">
|
||||
<field name="name">All Prospects</field>
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_mode">tree,form</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_leads"/>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
<field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_leads"/>
|
||||
<field name="act_window_id" ref="crm_case_category_act_leads_all"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_form_view_leads"/>
|
||||
<field name="act_window_id" ref="crm_case_category_act_leads_all"/>
|
||||
</record>
|
||||
<menuitem parent="menu_presale" name="Prospects" id="menu_crm_case_categ0_act_leads" action="crm_case_category_act_leads_all"/>
|
||||
|
||||
<!-- REPORTS -->
|
||||
<menuitem name="Prospects" id="menu_action_report_crm_case_lead" parent="report_crm.next_id_64"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_lead_user">
|
||||
<field name="res_model">report.crm.case.user</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<menuitem name="Cases by Prospects and User" parent="menu_action_report_crm_case_lead" action="action_report_crm_case_lead_user" id="menu_action_report_crm_case_lead_user"/>
|
||||
|
||||
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_lead_categ">
|
||||
<field name="res_model">report.crm.case.section.categ2</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<menuitem parent="menu_action_report_crm_case_lead" name="Cases by Prospects and Type" action="action_report_crm_case_lead_categ" id="menu_action_report_crm_case_lead_categ"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_lead_stage">
|
||||
<field name="res_model">report.crm.case.section.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<menuitem name="Cases by Prospects and Stage" parent="menu_action_report_crm_case_lead" action="action_report_crm_case_lead_stage" id="menu_action_report_crm_case_lead_stage"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_lead_categ_stage">
|
||||
<field name="res_model">report.crm.case.section.categ.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<menuitem name="Cases by Section, Category and Stage" parent="menu_action_report_crm_case_lead" action="action_report_crm_case_lead_categ_stage" id="menu_action_report_crm_case_lead_categ_stage"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_lead_categ_categ2">
|
||||
<field name="res_model">report.crm.case.section.categ.categ2</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<menuitem name="Cases by Section, Category and Type" parent="menu_action_report_crm_case_lead" action="action_report_crm_case_lead_categ_categ2" id="menu_action_report_crm_case_lead_categ_categ2"/>
|
||||
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,217 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Prospects
|
||||
# ------------------------------------------------------
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_form_view_leads">
|
||||
<field name="name">CRM - Prospects Form</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Prospects Form">
|
||||
<group colspan="4" col="7">
|
||||
<field name="name" select="1" string="Prospect Subject"/>
|
||||
<field name="section_id" colspan="1" widget="selection"/>
|
||||
<field name="user_id" select="2"/>
|
||||
<newline/>
|
||||
<label string="Stage: " align="1.0"/>
|
||||
<group colspan="1" col="2">
|
||||
<field name="stage_id" select="1" nolabel="1"/>
|
||||
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
|
||||
</group>
|
||||
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Prospect Source"/>
|
||||
<field name="category2_id" string="Campaign Type" select="1"/>
|
||||
<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="Prospects">
|
||||
<separator string="Prospect Information" colspan="4"/>
|
||||
<field name="partner_name" string="Prospect Name"/>
|
||||
<field name="partner_name2" string="Contact Name"/>
|
||||
<field name="partner_phone"/>
|
||||
<field name="partner_mobile"/>
|
||||
<field name="email_from" string="Prospect Email"/>
|
||||
<newline/>
|
||||
<label string="Partner:" colspan="1" align="1.0"/>
|
||||
<group colspan="2" col="2">
|
||||
<field name="partner_id" nolabel="1" colspan="1"/>
|
||||
<button string="Convert to Partner"
|
||||
icon="terp-partner" name="%(wizard_crm_partner_create)d"
|
||||
type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
|
||||
/>
|
||||
</group>
|
||||
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
|
||||
|
||||
<field name="priority" string="Priority"/>
|
||||
<newline/>
|
||||
<separator colspan="4" string="Prospect Details"/>
|
||||
<field name="description" nolabel="1" colspan="4"/>
|
||||
|
||||
<separator colspan="4"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" select="2"/>
|
||||
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</group>
|
||||
</page>
|
||||
|
||||
<page string="History">
|
||||
<field name="id" select="1"/>
|
||||
<field name="active" select="2"/>
|
||||
<newline/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="planned_cost"/>
|
||||
<field name="probability"/>
|
||||
<newline/>
|
||||
<field name="canal_id"/>
|
||||
<field name="som"/>
|
||||
<separator colspan="4" string="Dates"/>
|
||||
<field name="create_date"/>
|
||||
<field name="date_closed"/>
|
||||
<field name="date_action_last"/>
|
||||
<field name="date"/>
|
||||
<separator colspan="4" string="References"/>
|
||||
<field name="ref" colspan="4"/>
|
||||
<field name="ref2" colspan="4"/>
|
||||
|
||||
<field name="log_ids" nolabel="1" colspan="4">
|
||||
<form string="Actions">
|
||||
<separator string="Action Information" colspan="4"/>
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
<field name="som"/>
|
||||
<field name="canal_id"/>
|
||||
</form>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Events" groups="base.group_extended">
|
||||
<field name="child_ids" colspan="4" nolabel="1">
|
||||
<tree string="Related Cases">
|
||||
<field name="id"/>
|
||||
<field name="date"/>
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Emails" groups="base.group_extended">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="7" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email"/>
|
||||
<field name="canal_id"/>
|
||||
<button
|
||||
string="Add a CC"
|
||||
name="%(crm.action_view_crm_email_add_cc_wizard)d"
|
||||
icon="gtk-add" type="action"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/>
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_tree_view_leads">
|
||||
<field name="name">CRM - Prospects Tree</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Prospects Tree" colors="red:state=='open'">
|
||||
<field name="id"/>
|
||||
<field name="name" string="Prospect Subject"/>
|
||||
<field name="partner_phone"/>
|
||||
<field name="partner_name2" string="Contact Name"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="categ_id" string="Prospects Source"/>
|
||||
<field name="category2_id" string="Campaign Type"/>
|
||||
<field name="user_id"/>
|
||||
<field name="state"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
|
||||
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_calendar_view_leads">
|
||||
<field name="name">CRM - Prospects Calendar</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Meeting For Prospects Generation" date_start="date" color="user_id" date_delay="duration">
|
||||
<field name="name"/>
|
||||
<field name="partner_name"/>
|
||||
<field name="partner_name2"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
<record id="view_crm_case_leads_filter" model="ir.ui.view">
|
||||
<field name="name">crm.case.leads.select</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Prospects">
|
||||
<group col="3" colspan="1">
|
||||
<filter icon="gtk-home" string=" Today "
|
||||
separator="1"
|
||||
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
|
||||
help="Todays's Prospects"
|
||||
/>
|
||||
<filter icon="gtk-media-rewind" string=" 7 Days "
|
||||
separator="1" help="Prospects during last 7 days"
|
||||
domain="[('date::date','<', time.strftime('%%Y-%%m-%%d')), ('date::date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
|
||||
/>
|
||||
</group>
|
||||
<separator orientation="vertical"/>
|
||||
<group col="4" colspan="2">
|
||||
<field name="name" select="1"/>
|
||||
<field name="user_id" select="1" widget="selection">
|
||||
<filter icon="terp-partner"
|
||||
domain="[('user_id','=',uid)]" help="My Prospects"
|
||||
default="1"
|
||||
/>
|
||||
<filter icon="terp-crm"
|
||||
domain="[('user_id','child_of',[uid])]"
|
||||
help="My department's Prospects"
|
||||
/>
|
||||
</field>
|
||||
<field name="state" select="1">
|
||||
<filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Prospects"/>
|
||||
<filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Prospects"/>
|
||||
</field>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,64 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
|
||||
<record model="crm.case.section" id="section_support1">
|
||||
<field name="name">Meetings</field>
|
||||
<field name="code">Mtngs</field>
|
||||
<field name="calendar">True</field>
|
||||
</record>
|
||||
<!-- CASE CATEGORY(categ_id) -->
|
||||
|
||||
<record model="crm.case.categ" id="categ_meet1">
|
||||
<field name="name">Customer Meeting</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_meet2">
|
||||
<field name="name">Internal Meeting</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_meet3">
|
||||
<field name="name">Phone Call</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
|
||||
<!-- CASE CATEGORY2(category2_id) -->
|
||||
|
||||
<record model="crm.case.category2" id="category_meet1">
|
||||
<field name="name">Office</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_meet2">
|
||||
<field name="name">Home</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_meet3">
|
||||
<field name="name">Customer Office</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
|
||||
<!-- CASE STAGE(stage_id) -->
|
||||
|
||||
<record model="crm.case.stage" id="stage_meet1">
|
||||
<field name="name">Fixed</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_meet2">
|
||||
<field name="name">Not fixed</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_meet3">
|
||||
<field name="name">Invalid</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_meet4">
|
||||
<field name="name">Awaiting Response</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_meet5">
|
||||
<field name="name">Future</field>
|
||||
<field name="section_id" ref="section_support1"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,114 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!--
|
||||
((((((((((( Demo Cases )))))))))))
|
||||
-->
|
||||
|
||||
<!--For Meetings-->
|
||||
<record id="crm_case_followuponproposal0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_wong"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="partner_id" ref="base.res_partner_maxtor"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Meeting to discuss project plan and hash out the details of implementation "" name="description"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support1"/>
|
||||
<field eval="time.strftime('%Y-%m-03 10:20:03')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_meet2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_meet2"/>
|
||||
<field eval=""Follow-up on proposal"" name="name"/>
|
||||
<field eval="time.strftime('%Y-%m-10')" name="date_deadline"/>
|
||||
<field eval="6.3" name="duration"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_initialdiscussion0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_2"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_meet1"/>
|
||||
<field eval="7.0" name="duration"/>
|
||||
<field name="partner_id" ref="base.res_partner_10"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support1"/>
|
||||
<field eval="time.strftime('%Y-%m-05 12:01:01')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_meet3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_meet4"/>
|
||||
<field eval=""Initial discussion"" name="name"/>
|
||||
<field eval="time.strftime('%Y-%m-12')" name="date_deadline"/>
|
||||
<field eval=""contact@tecsas.fr"" name="email_from"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_discusspricing0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_zen"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_meet3"/>
|
||||
<field eval="3.0" name="duration"/>
|
||||
<field name="partner_id" ref="base.res_partner_3"/>
|
||||
<field eval=""1"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Meeting to discuss project plan and hash out the details of implementation "" name="description"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support1"/>
|
||||
<field eval="time.strftime('%Y-%m-12 15:55:05')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_meet1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_meet1"/>
|
||||
<field eval=""Discuss pricing"" name="name"/>
|
||||
<field eval="time.strftime('%Y-%m-20')" name="date_deadline"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_reviewneeds0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_15"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_meet2"/>
|
||||
<field eval="6.0" name="duration"/>
|
||||
<field name="partner_id" ref="base.res_partner_11"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support1"/>
|
||||
<field eval="time.strftime('%Y-%m-20 10:02:02')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_meet3"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_meet5"/>
|
||||
<field eval=""Review needs"" name="name"/>
|
||||
<field eval="time.strftime('%Y-%m-25')" name="date_deadline"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_changesindesigning0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_meet1"/>
|
||||
<field eval="05" name="duration"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support1"/>
|
||||
<field eval="time.strftime('%Y-%m-22 11:05:05')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_meet2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_meet2"/>
|
||||
<field eval=""Changes in Designing"" name="name"/>
|
||||
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
|
||||
<field eval=""info@opensides.be"" name="email_from"/>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_updatethedata0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_7"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_meet2"/>
|
||||
<field name="partner_id" ref="base.res_partner_4"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support1"/>
|
||||
<field eval="time.strftime('%Y-%m-18 13:12:49')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_meet2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_meet1"/>
|
||||
<field eval=""Update the data"" name="name"/>
|
||||
<field eval="13.3" name="duration"/>
|
||||
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,155 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
|
||||
<act_window
|
||||
id="crm_case_categ_meet_create_partner"
|
||||
name="Schedule a Meeting"
|
||||
res_model="crm.case"
|
||||
src_model="res.partner"
|
||||
view_mode="calendar,tree,form,gantt"
|
||||
context="{'default_partner_id': active_id, 'default_duration': 4.0}"
|
||||
domain="[('section_id','=','Meetings')]"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="crm_case_categ_meet_create_partner">
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support1'))+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet_partner">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_calendar_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_meet_partner">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form_meet_partner">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_form_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_gantt_meet_partner">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">gantt</field>
|
||||
<field name="view_id" ref="crm_case_gantt_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="crm_case_categ_meet">
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_mode">calendar,tree,form,gantt</field>
|
||||
<field name="view_id" ref="crm_case_calendar_view"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
|
||||
<field name="domain" eval="[('section_id.calendar','=',1)]"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_calendar_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meet"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_meet">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meet"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form__meet">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_form_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meet"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_gantt_meet">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">gantt</field>
|
||||
<field name="view_id" ref="crm_case_gantt_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meet"/>
|
||||
</record>
|
||||
<menuitem parent="crm.menu_crm" name="Calendar" id="menu_crm_case_category_act_meetings"/>
|
||||
|
||||
<!--
|
||||
MY MEETINGS
|
||||
-->
|
||||
<record model="ir.actions.act_window" id="crm_case_categ_meetmy">
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_mode">calendar,tree,form,graph,gantt</field>
|
||||
<field name="view_id" ref="crm_case_calendar_view_meet"/>
|
||||
<field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'section_id.calendar\',\'=\',1)]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
<field name="filter" eval="True"/>
|
||||
<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet_my">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_calendar_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meetmy"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_meet_my">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meetmy"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form_meet_my">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_form_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meetmy"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_gantt_meet_my">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">gantt</field>
|
||||
<field name="view_id" ref="crm_case_gantt_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_meetmy"/>
|
||||
</record>
|
||||
<menuitem name="My Meetings" id="menu_crm_case_categ_meet_my" action="crm_case_categ_meetmy" parent="menu_crm_case_category_act_meetings"/>
|
||||
|
||||
<!--
|
||||
ALL MEETINGS
|
||||
-->
|
||||
<menuitem name="All Meetings" id="menu_crm_case_categ_meet" action="crm_case_categ_meet" parent="menu_crm_case_category_act_meetings"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="crm_case_category_act_meetall3">
|
||||
<field name="name">Next Meetings</field>
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree,calendar,form,gantt</field>
|
||||
<field name="view_id" ref="crm_case_calendar_view_meet"/>
|
||||
<field name="domain" eval="[('state','in',('pending','draft','open')),('date','>=',time.strftime('%Y-%m-%d'))]"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_meetall3">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_calendar_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_category_act_meetall3"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_meetall3">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_category_act_meetall3"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_meetall3">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_form_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_category_act_meetall3"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_gantt_view_meetall3">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">gantt</field>
|
||||
<field name="view_id" ref="crm_case_gantt_view_meet"/>
|
||||
<field name="act_window_id" ref="crm_case_category_act_meetall3"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,118 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
# ------------------------------------------------------
|
||||
# Meetings
|
||||
# ------------------------------------------------------
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_form_view_meet">
|
||||
<field name="name">CRM - Meetings Form</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Meetings Form">
|
||||
<group colspan="4" col="6">
|
||||
<field name="name" select="1" string="Title"/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
<field name="user_id" select="2" string="Responsible" required="1"/>
|
||||
<newline/>
|
||||
<field name="date" string="Meeting Date" required="1"/>
|
||||
<field name="duration" colspan="1" widget="float_time" required="1"/>
|
||||
<group colspan="2">
|
||||
<field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"/>
|
||||
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
|
||||
</group>
|
||||
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="Meeting">
|
||||
<field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" />
|
||||
<field name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
|
||||
<field name="email_from"/>
|
||||
<newline/>
|
||||
<field name="categ_id" select="2" on_change="onchange_categ_id(categ_id)"/>
|
||||
<field name="category2_id" select="1" string="Location"/>
|
||||
<separator string="Description" colspan="4"/>
|
||||
<field name="description" nolabel="1" colspan="4"/>
|
||||
<separator colspan="4"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" select="2"/>
|
||||
<button name="case_open" string="Confirm Meeting" states="draft,cancel,pending" type="object" icon="terp-crm"/>
|
||||
<button name="case_cancel" string="Cancel Meeting" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_reset" string="Reset to Unconfirmed" states="done,open,cancel" type="object" icon="gtk-convert"/>
|
||||
</group>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_tree_view_meet">
|
||||
<field name="name">CRM - Meetings Tree</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Meetings Tree" colors="red:state=='open'">
|
||||
<field name="id"/>
|
||||
<field name="name" string="Title"/>
|
||||
<field name="date" string="Next Meeting"/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
<field name="priority"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="category2_id" string="Type"/>
|
||||
<field name="user_id"/>
|
||||
<field name="state"/>
|
||||
<button name="case_open" string="Confirm Meeting" states="draft,cancel,pending" type="object" icon="terp-crm"/>
|
||||
<button name="case_cancel" string="Cancel Meeting" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_reset" string="Reset to Unconfirmed" states="done,open,cancel" type="object" icon="gtk-convert"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_calendar_view_meet">
|
||||
<field name="name">CRM - Meetings Calendar</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Meetings" date_start="date" color="user_id" date_delay="duration">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_gantt_view_meet" model="ir.ui.view">
|
||||
<field name="name">CRM - Meetings Gantt</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">gantt</field>
|
||||
<field name="arch" type="xml">
|
||||
<gantt color="user_id" date_delay="duration" date_start="date" string="Meetings">
|
||||
<level object="crm.case" link="id" domain="[]">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
</level>
|
||||
</gantt>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_case_meetings_filter" model="ir.ui.view">
|
||||
<field name="name">crm.case.meetings.select</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Meetings">
|
||||
<group col="10" colspan="4">
|
||||
<filter icon="terp-crm" string="Draft" domain="[('state','=','draft')]" />
|
||||
<filter icon="terp-crm" string="Confirmed" domain="[('state','=','done')]" />
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" select="1" string="Subject"/>
|
||||
<field name="partner_id" select="1"/>
|
||||
<field name="user_id" select="1" widget="selection">
|
||||
<filter icon="terp-crm" domain="[('user_id','=',uid)]" help="My Meetings"/>
|
||||
<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My Departments Meetings"/>
|
||||
</field>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,83 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<record model="crm.case.section" id="section_support3">
|
||||
<field name="name">Opportunities</field>
|
||||
<field name="code">oppor</field>
|
||||
</record>
|
||||
|
||||
<record model="crm.case.categ" id="categ_oppor1">
|
||||
<field name="name">Existing Customer</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_oppor2">
|
||||
<field name="name">Self Generated</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_oppor3">
|
||||
<field name="name">Employee</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_oppor4">
|
||||
<field name="name">Partner</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_oppor5">
|
||||
<field name="name">Campaign</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_oppor6">
|
||||
<field name="name">Website</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_oppor7">
|
||||
<field name="name">Word of mouth</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_oppor8">
|
||||
<field name="name">Other</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
|
||||
<!-- CASE STATUS(stage_id) -->
|
||||
<record model="crm.case.stage" id="stage_oppor1">
|
||||
<field name="name">Prospecting</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_oppor2">
|
||||
<field name="name">Needs Analysis</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_oppor3">
|
||||
<field name="name">Value Proposition</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_oppor4">
|
||||
<field name="name">Proposal/Price Quote</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_oppor5">
|
||||
<field name="name">Negotiation/Review</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_oppor6">
|
||||
<field name="name">Closed Won</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_oppor7">
|
||||
<field name="name">Closed Lost</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
|
||||
<!-- CASE CATEGORY2(category2_id) -->
|
||||
<record model="crm.case.category2" id="category_oppor1">
|
||||
<field name="name">Existing Business</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
<record model="crm.case.category2" id="category_oppor2">
|
||||
<field name="name">New Business</field>
|
||||
<field name="section_id" ref="section_support3"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,103 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!--
|
||||
((((((((((( Demo Cases )))))))))))
|
||||
-->
|
||||
|
||||
<!--For Opportunity-->
|
||||
|
||||
<record id="crm_case_construstazunits0" model="crm.case">
|
||||
<field eval="60" name="probability"/>
|
||||
<field name="partner_address_id" ref="base.res_partner_address_zen"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="17.0" name="duration"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_oppor1"/>
|
||||
<field name="partner_id" ref="base.res_partner_3"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field eval="75000.0" name="planned_cost"/>
|
||||
<field eval="85000.0" name="planned_revenue"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support3"/>
|
||||
<field eval="time.strftime('%Y-%m-07 10:05:15')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_oppor1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_oppor3"/>
|
||||
<field eval=""CONS TRUST (AZ) 529701 - 1000 units"" name="name"/>
|
||||
</record>
|
||||
<record id="crm_case_rdroundfundingunits0" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_15"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_oppor2"/>
|
||||
<field name="partner_id" ref="base.res_partner_11"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field eval="30000.0" name="planned_cost"/>
|
||||
<field eval="45000.0" name="planned_revenue"/>
|
||||
<field eval="50" name="probability"/>
|
||||
<field eval="8.0" name="duration"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support3"/>
|
||||
<field eval="time.strftime('%Y-%m-05 12:25:15')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_oppor5"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_oppor1"/>
|
||||
<field eval=""3rd Round Funding - 1000 units "" name="name"/>
|
||||
</record>
|
||||
<record id="crm_case_mediapoleunits0" model="crm.case">
|
||||
<field eval="10" name="probability"/>
|
||||
<field name="partner_address_id" ref="base.res_partner_address_3"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_oppor1"/>
|
||||
<field name="partner_id" ref="base.res_partner_8"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field eval="50000.0" name="planned_cost"/>
|
||||
<field eval="55000.0" name="planned_revenue"/>
|
||||
<field eval="70" name="probability"/>
|
||||
<field eval="10.0" name="duration"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support3"/>
|
||||
<field eval="time.strftime('%Y-%m-14 13:55:10')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_oppor7"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_oppor5"/>
|
||||
<field eval=""Mediapole - 5000 units"" name="name"/>
|
||||
<field eval=""info@mediapole.net"" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_abcfuelcounits0" model="crm.case">
|
||||
<field eval="40" name="probability"/>
|
||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="category2_id" ref="crm_configuration.category_oppor1"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field eval="50000.0" name="planned_cost"/>
|
||||
<field eval="45000.0" name="planned_revenue"/>
|
||||
<field eval="24.0" name="duration"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support3"/>
|
||||
<field eval="time.strftime('%Y-%m-23 16:32:23')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_oppor5"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_oppor4"/>
|
||||
<field eval=""ABC FUEL CO 829264 - 1000 units "" name="name"/>
|
||||
<field eval=""info@opensides.be"" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_dirtminingltdunits0" model="crm.case">
|
||||
<field eval="80" name="probability"/>
|
||||
<field name="partner_address_id" ref="base.res_partner_address_wong"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field eval="2.25" name="duration"/>
|
||||
<field name="partner_id" ref="base.res_partner_maxtor"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field eval="25000.0" name="planned_cost"/>
|
||||
<field eval="42000.0" name="planned_revenue"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support3"/>
|
||||
<field eval="time.strftime('%Y-%m-25 16:05:15')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_oppor2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_oppor6"/>
|
||||
<field eval=""Dirt Mining Ltd 271742 - 1000 units"" name="name"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,87 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<menuitem id="menu_presale" name="Sales" parent="crm.menu_crm" sequence="4"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
|
||||
<field name="name">All Opportunities</field>
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_mode">tree,form,graph</field>
|
||||
<field name="view_id" ref="crm_case_tree_view_oppor"/>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
<field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_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_category_act_oppor11"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_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_category_act_oppor11"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor11">
|
||||
<field name="sequence" eval="4"/>
|
||||
<field name="view_mode">graph</field>
|
||||
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
|
||||
<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
|
||||
</record>
|
||||
<menuitem name="Opportunities" id="menu_crm_case_opp" parent="menu_presale" action="crm_case_category_act_oppor11"/>
|
||||
|
||||
|
||||
<!-- MENU -->
|
||||
|
||||
<!-- REPORTS -->
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_oppor_user">
|
||||
<field name="res_model">report.crm.case.user</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<menuitem name="Opportunity" parent="report_crm.next_id_64" id="menu_action_report_crm_case_oppor"/>
|
||||
<menuitem name="Cases by Opportunities and User" parent="menu_action_report_crm_case_oppor" action="action_report_crm_case_oppor_user" id="menu_action_report_crm_case_oppor_user"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_oppor_categ">
|
||||
<field name="res_model">report.crm.case.section.categ2</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<menuitem name="Cases by Opportunities and Type" parent="menu_action_report_crm_case_oppor" action="action_report_crm_case_oppor_categ" id="menu_action_report_crm_case_oppor_categ"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_oppor_stage">
|
||||
<field name="res_model">report.crm.case.section.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<menuitem name="Cases by Opportunities and Stage" parent="menu_action_report_crm_case_oppor" action="action_report_crm_case_oppor_stage" id="menu_action_report_crm_case_oppor_stage"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_oppor_categ_stage">
|
||||
<field name="res_model">report.crm.case.section.categ.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<menuitem name="Cases by Opportunities, Category and Stage" parent="menu_action_report_crm_case_oppor" action="action_report_crm_case_oppor_categ_stage" id="menu_action_report_crm_case_oppor_categ_stage"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_oppor_categ_categ2">
|
||||
<field name="res_model">report.crm.case.section.categ.categ2</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
</record>
|
||||
<menuitem name="Cases by Opportunities, Category and Type" parent="menu_action_report_crm_case_oppor" action="action_report_crm_case_oppor_categ_categ2" id="menu_action_report_crm_case_oppor_categ_categ2"/>
|
||||
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,201 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Opportunities
|
||||
# ------------------------------------------------------
|
||||
|
||||
<act_window
|
||||
id="crm_case_categ_meet_opportunity"
|
||||
name="Schedule a Meeting"
|
||||
res_model="crm.case"
|
||||
src_model="crm.case"
|
||||
view_mode="calendar,tree,form,gantt"
|
||||
context="{'default_case_id': active_id, 'default_duration': 4.0}"
|
||||
domain="[('section_id','=','Meetings')]"/>
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_form_view_oppor">
|
||||
<field name="name">CRM - Opportunities Form</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Opportunities">
|
||||
<group colspan="4" col="7">
|
||||
<field name="name" select="1" string="Opportunity" colspan="2"/>
|
||||
<field name="section_id" colspan="1" widget="selection"/>
|
||||
<field name="user_id" select="2" string="Responsible"/>
|
||||
<button string="Schedule a Phone Call"
|
||||
name="%(wizard_crm_reschedule_phone_call)d" icon="gtk-redo" type="action" />
|
||||
<newline/>
|
||||
<label string="Sales Stage: " align="1.0"/>
|
||||
<group colspan="1" col="2">
|
||||
<field name="stage_id" select="1" nolabel="1"/>
|
||||
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
|
||||
</group>
|
||||
<field name="date" string="Deadline"/>
|
||||
<group colspan="2">
|
||||
<field name="case_id" select="1"/>
|
||||
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
|
||||
</group>
|
||||
<button string="Schedule Meeting" icon="terp-crm" name="%(crm_case_categ_meet_opportunity)d" type="action"/>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="Description">
|
||||
<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
|
||||
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
|
||||
<field name="email_from" colspan="2"/>
|
||||
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Source"/>
|
||||
<field name="priority" string="Priority"/>
|
||||
<field name="category2_id" select="1" string="Category"/>
|
||||
<separator colspan="4" string="Estimates"/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="planned_cost"/>
|
||||
<field name="probability"/>
|
||||
<separator colspan="4" string="Description Information"/>
|
||||
<field name="description" nolabel="1" colspan="4"/>
|
||||
|
||||
<separator colspan="4"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" select="2"/>
|
||||
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
|
||||
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</group>
|
||||
</page>
|
||||
|
||||
<page string="History">
|
||||
<field name="active"/>
|
||||
<field name="canal_id"/>
|
||||
<field name="som"/>
|
||||
|
||||
<separator colspan="4" string="Dates"/>
|
||||
<field name="create_date"/>
|
||||
<field name="date_closed"/>
|
||||
<field name="date_action_last"/>
|
||||
<field name="date_action_next"/>
|
||||
<separator colspan="4" string="References"/>
|
||||
<field name="ref" colspan="4"/>
|
||||
<field name="ref2" colspan="4"/>
|
||||
|
||||
<field name="log_ids" nolabel="1" colspan="4">
|
||||
<form string="Actions">
|
||||
<separator string="Action Information" colspan="4"/>
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
<field name="som"/>
|
||||
<field name="canal_id"/>
|
||||
</form>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Events">
|
||||
<field name="child_ids" colspan="4" nolabel="1">
|
||||
<tree string="Related Cases">
|
||||
<field name="id"/>
|
||||
<field name="date"/>
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Emails">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="7" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email"/>
|
||||
<field name="canal_id"/>
|
||||
<button
|
||||
string="Add a CC"
|
||||
name="%(crm.action_view_crm_email_add_cc_wizard)d"
|
||||
icon="gtk-add" type="action"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_tree_view_oppor">
|
||||
<field name="name">CRM - Opportunities Tree</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Opportunities Tree" colors="red:state=='open'">
|
||||
<field name="id"/>
|
||||
<field name="name" string="Opportunities"/>
|
||||
<field name="stage_id" string="Sales Stage"/>
|
||||
<field name="partner_id" string="Partner"/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="probability"/>
|
||||
<field name="date" string="Deadline"/>
|
||||
<field name="user_id"/>
|
||||
<field name="state"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
|
||||
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
|
||||
<field name="name">crm.case.opportunities.select</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Opportunities">
|
||||
<group col="3" colspan="1">
|
||||
<filter icon="gtk-home" string=" Today "
|
||||
separator="1"
|
||||
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
|
||||
help="Todays's Opportunities"
|
||||
/>
|
||||
<filter icon="gtk-media-rewind" string=" 7 Days "
|
||||
separator="1" help="Opportunities during last 7 days"
|
||||
domain="[('date::date','<', time.strftime('%%Y-%%m-%%d')), ('date::date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
|
||||
/>
|
||||
</group>
|
||||
<separator orientation="vertical"/>
|
||||
<group col="5" colspan="2">
|
||||
<field name="name" select="1" string="Opportunity"/>
|
||||
<field name="user_id" select="1" widget="selection">
|
||||
<filter icon="terp-partner"
|
||||
domain="[('user_id','=',uid)]"
|
||||
help="My Opportunities" default="1"
|
||||
/>
|
||||
<filter icon="terp-crm"
|
||||
domain="[('user_id','child_of',[uid])]"
|
||||
help="My department's Opportunities"
|
||||
/>
|
||||
</field>
|
||||
<field name="partner_id" select="1"/>
|
||||
<field name="state" select="1">
|
||||
<filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
|
||||
</field>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,37 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<record model="crm.case.section" id="section_support_phone">
|
||||
<field name="name">Phone Calls</field>
|
||||
<field name="code">Phone</field>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Case Categories
|
||||
-->
|
||||
<record model="crm.case.categ" id="categ_phone1">
|
||||
<field name="name">Inbound</field>
|
||||
<field name="section_id" ref="section_support_phone"/>
|
||||
</record>
|
||||
<record model="crm.case.categ" id="categ_phone2">
|
||||
<field name="name">Outbound</field>
|
||||
<field name="section_id" ref="section_support_phone"/>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Case Stage
|
||||
-->
|
||||
<record model="crm.case.stage" id="stage_phone1">
|
||||
<field name="name">Planned</field>
|
||||
<field name="section_id" ref="section_support_phone"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_phone2">
|
||||
<field name="name">Held</field>
|
||||
<field name="section_id" ref="section_support_phone"/>
|
||||
</record>
|
||||
<record model="crm.case.stage" id="stage_phone3">
|
||||
<field name="name">Not Held</field>
|
||||
<field name="section_id" ref="section_support_phone"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,99 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<!--
|
||||
((((((((((( Demo Cases )))))))))))
|
||||
-->
|
||||
<record id="crm_case_phone01" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_15"/>
|
||||
<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
|
||||
<field name="partner_id" ref="base.res_partner_11"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Left the message"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_phone"/>
|
||||
<field eval=""(726) 782-0636"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_phone1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_phone1"/>
|
||||
<field eval=""(769) 703-274"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_phone02" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_6"/>
|
||||
<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
|
||||
<field name="partner_id" ref="base.res_partner_6"/>
|
||||
<field eval=""4"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Get More information on the proposed deal"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_phone"/>
|
||||
<field eval=""(392) 895-7917"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_phone1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_phone2"/>
|
||||
<field eval=""(956) 293-2595"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_phone03" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_2"/>
|
||||
<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
|
||||
<field name="partner_id" ref="base.res_partner_10"/>
|
||||
<field eval=""2"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_demo"/>
|
||||
<field eval=""Bad time, will call back"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_phone"/>
|
||||
<field eval=""(820) 167-3208"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_phone1"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_phone3"/>
|
||||
<field eval=""(079) 681-2139"" name="partner_phone"/>
|
||||
<field eval=""contact@tecsas.fr"" name="email_from"/>
|
||||
</record>
|
||||
<record id="crm_case_phone04" model="crm.case">
|
||||
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
|
||||
<field name="partner_id" ref="base.res_partner_tinyatwork"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Discuss Review Process"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_phone"/>
|
||||
<field eval=""(077) 582-4035"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_phone2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_phone1"/>
|
||||
<field eval=""(514) 698-4118"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_phone05" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_10"/>
|
||||
<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
|
||||
<field name="partner_id" ref="base.res_partner_5"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""More information on the proposed deal"" name="name"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_phone"/>
|
||||
<field eval=""(333) 715-1450"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_phone2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_phone2"/>
|
||||
<field eval=""(855) 924-4364"" name="partner_phone"/>
|
||||
</record>
|
||||
<record id="crm_case_phone06" model="crm.case">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Bad time"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm_configuration.section_support_phone"/>
|
||||
<field eval=""(468) 017-2684"" name="partner_mobile"/>
|
||||
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
|
||||
<field name="categ_id" ref="crm_configuration.categ_phone2"/>
|
||||
<field name="stage_id" ref="crm_configuration.stage_phone3"/>
|
||||
<field eval=""(373) 907-1009"" name="partner_phone"/>
|
||||
<field eval=""info@opensides.be"" name="email_from"/>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,77 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
|
||||
<act_window
|
||||
id="crm_case_categ_phone_create_partner"
|
||||
name="Schedule Phone Call"
|
||||
res_model="crm.case"
|
||||
src_model="res.partner"
|
||||
view_mode="calendar,tree,form"
|
||||
context="{'default_partner_id': active_id, 'default_duration': 1.0}"
|
||||
domain="[('section_id','=','Phone Calls')]"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="crm_case_categ_phone_create_partner">
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+')]'"/>
|
||||
</record>
|
||||
######################## PHONE CALLS (menu) ###########################
|
||||
<record model="ir.actions.act_window" id="crm_case_categ_phone0">
|
||||
<field name="name">Phone Calls</field>
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree,calendar</field>
|
||||
<field name="view_id" ref="crm_case_phone_tree_view"/>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+')]'"/>
|
||||
<field name="search_view_id" ref="crm_configuration.view_crm_case_phonecalls_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone0">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_phone_tree_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_phone0"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone0">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_phone_calendar_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_phone0"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone0">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_phone_form_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_phone0"/>
|
||||
</record>
|
||||
<menuitem name="Phone Calls" id="menu_crm_case_phone" parent="crm.menu_crm" action="crm_case_categ_phone0"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming0">
|
||||
<field name="name">Inbound</field>
|
||||
<field name="res_model">crm.case</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree,calendar</field>
|
||||
<field name="view_id" ref="crm_case_phone_tree_view"/>
|
||||
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/>
|
||||
<field name="context" eval="{'default_state':'open'}"/>
|
||||
<field name="search_view_id" ref="crm_configuration.view_crm_case_phonecalls_filter"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
|
||||
<field name="sequence" eval="1"/>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_phone_tree_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming0">
|
||||
<field name="sequence" eval="2"/>
|
||||
<field name="view_mode">calendar</field>
|
||||
<field name="view_id" ref="crm_case_phone_calendar_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
|
||||
</record>
|
||||
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming0">
|
||||
<field name="sequence" eval="3"/>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="crm_case_phone_form_view"/>
|
||||
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,144 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
# ------------------------------------------------------
|
||||
# Phone Calls
|
||||
# ------------------------------------------------------
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_phone_tree_view">
|
||||
<field name="name">CRM - Phone Calls Tree</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Phone Calls" editable="bottom" colors="red:state=='open'">
|
||||
<field name="date" string="Date"/>
|
||||
<field name="name" string="Call Summary"/>
|
||||
<field name="partner_id" string="Partner"/>
|
||||
<field name="partner_address_id" string="Contact"/>
|
||||
<field name="case_id"/>
|
||||
<button string="Opportunity" name="%(wizard_crm_opportunity_set)d" type="action"/>
|
||||
<button string="Meeting"
|
||||
name="%(wizard_crm_reschedule_phone_call)d" type="action" />
|
||||
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
|
||||
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_phone_form_view">
|
||||
<field name="name">CRM - Phone Call Form</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Claims">
|
||||
<group colspan="4" col="7">
|
||||
<field name="name" string="Subject"/>
|
||||
<field name="section_id" colspan="1" widget="selection"/>
|
||||
<field name="user_id" string="Assigned to" select="2"/>
|
||||
<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/>
|
||||
<newline/>
|
||||
<field name="date" string="Planned Date"/>
|
||||
<field name="duration"/>
|
||||
<group colspan="2">
|
||||
<field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"
|
||||
context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
|
||||
'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
|
||||
'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/>
|
||||
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
|
||||
</group>
|
||||
<button string="Schedule a Phone Call"
|
||||
name="%(wizard_crm_reschedule_phone_call)d" icon="gtk-redo" type="action" />
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="General">
|
||||
<field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)" required="1"/>
|
||||
<field name="active" string="Reminder"/>
|
||||
<label string="Partner:" align="1.0"/>
|
||||
<group colspan="1">
|
||||
<field name="partner_id" string="Partner" nolabel="1"/>
|
||||
<button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/>
|
||||
</group>
|
||||
<field name="partner_address_id" string="Contact"/>
|
||||
<field name="partner_phone"/>
|
||||
<field name="partner_mobile"/>
|
||||
<newline/>
|
||||
<field name="som"/>
|
||||
<field name="priority" string="Relevant"/>
|
||||
<separator string= "Description" colspan="4"/>
|
||||
<field name="description" nolabel="1" colspan="4"/>
|
||||
<separator colspan="4"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" select="1"/>
|
||||
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
|
||||
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
|
||||
<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/>
|
||||
<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
|
||||
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
|
||||
</group>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_phone_calendar_view">
|
||||
<field name="name">CRM - Phone Calls Calendar</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="categ_id"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
|
||||
<field name="name">crm.case.phonecalls.select</field>
|
||||
<field name="model">crm.case</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Phonecalls">
|
||||
<group col="6" colspan="1">
|
||||
<filter icon="gtk-jump-to"
|
||||
string="Inbound"
|
||||
domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Inbound')]"
|
||||
separator="1" help="All Inbound Phonecalls"
|
||||
/>
|
||||
<filter icon="gtk-redo"
|
||||
string="Outbound"
|
||||
domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Outbound')]"
|
||||
separator="1" help="All Outbound Phonecalls"
|
||||
/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter icon="gtk-home" string=" Today "
|
||||
separator="1"
|
||||
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
|
||||
help="Todays's Phonecalls"
|
||||
/>
|
||||
<filter icon="gtk-media-rewind"
|
||||
string=" 7 Days " separator="1"
|
||||
help="Phonecalls during last 7 days"
|
||||
domain="[('date::date','<', time.strftime('%%Y-%%m-%%d')), ('date::date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
|
||||
/>
|
||||
</group>
|
||||
<separator orientation="vertical"/>
|
||||
<group col="4" colspan="2">
|
||||
<field name="name" select='1' string="Subject"/>
|
||||
<field name="user_id" select="1" widget="selection">
|
||||
<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Phonecalls" default="1"/>
|
||||
<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Phonecalls"/>
|
||||
</field>
|
||||
<field name="state" select="1">
|
||||
<filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
|
||||
</field>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,245 +0,0 @@
|
||||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
#
|
||||
# Cases by section and category2 of case
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_case_section_categ_tree">
|
||||
<field name="name">CRM Report - Sections and Type(Tree)</field>
|
||||
<field name="model">report.crm.case.section.categ2</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Cases by Section and Type">
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id"/>
|
||||
<field name="category2_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="nbr"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_case_section_categ_form">
|
||||
<field name="name">CRM Report - Sections and Type(Form)</field>
|
||||
<field name="model">report.crm.case.section.categ2</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Cases by Section and Category2">
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id" select="1" widget="selection"/>
|
||||
<field name="category2_id" select="1"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="nbr" select="1"/>
|
||||
<field name="state" select="1"/>
|
||||
<field name="delay_close"/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_case_section_categ_graph">
|
||||
<field name="name">CRM Report - Sections and Type(Graph)</field>
|
||||
<field name="model">report.crm.case.section.categ2</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Cases by Section and Type" type="bar" orientation="horizontal">
|
||||
<field name="category2_id"/>
|
||||
<field name="amount_revenue" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_tree_month">
|
||||
<field name="res_model">report.crm.case.section.categ2</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
|
||||
</record>
|
||||
<menuitem parent="report_crm.next_id_65" name="Cases by Section and Type" action="action_report_crm_case_section_categ_tree_month" id="menu_crm_case_section_categ_tree_month"/>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_tree">
|
||||
<field name="res_model">report.crm.case.section.categ2</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
</record>
|
||||
<menuitem parent="report_crm.next_id_66" name="Cases by Section and Type" action="action_report_crm_case_section_categ_tree" id="menu_crm_case_section_categ_tree"/>
|
||||
|
||||
#
|
||||
# Cases by section and stage
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_case_section_stage_tree">
|
||||
<field name="name">CRM Report - Sections and Stage(Tree)</field>
|
||||
<field name="model">report.crm.case.section.stage</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Cases by Section and Stage">
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="nbr"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_case_section_stage_form">
|
||||
<field name="name">CRM Report - Sections and Stage(Form)</field>
|
||||
<field name="model">report.crm.case.section.stage</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Cases by Section and Stage">
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id" select="1" widget="selection"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue"/>
|
||||
<field name="nbr" select="1"/>
|
||||
<field name="state" select="1"/>
|
||||
<field name="delay_close"/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_case_section_stage_graph">
|
||||
<field name="name">CRM Report - Sections and Stage(Graph)</field>
|
||||
<field name="model">report.crm.case.section.stage</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Cases by Section and Stage" type="bar" orientation="horizontal">
|
||||
<field name="stage_id"/>
|
||||
<field name="amount_revenue" operator="+"/>
|
||||
<field name="section_id" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_section_stage_tree_month">
|
||||
<field name="res_model">report.crm.case.section.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
<field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
|
||||
</record>
|
||||
<menuitem parent="report_crm.next_id_65" name="Cases by Section and Stage" action="action_report_crm_case_section_stage_tree_month" id="menu_crm_case_section_stage_tree_month"/>
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_section_stage_tree">
|
||||
<field name="res_model">report.crm.case.section.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">graph,tree</field>
|
||||
</record>
|
||||
<menuitem parent="report_crm.next_id_66" name="Cases by Section and Stage" action="action_report_crm_case_section_stage_tree" id="menu_crm_case_section_stage_tree"/>
|
||||
|
||||
#
|
||||
# Cases by section, category and stage
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_case_section_categ_stage_tree">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Tree)</field>
|
||||
<field name="model">report.crm.case.section.categ.stage</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Cases by Section, Category and Stage">
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="nbr"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_case_section_categ_stage_form">
|
||||
<field name="name">CRM Report - Section, Category and Stage(Form)</field>
|
||||
<field name="model">report.crm.case.section.categ.stage</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Cases by Section, Category and Stage">
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id" select="1" widget="selection"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="nbr" select="1"/>
|
||||
<field name="state" select="1"/>
|
||||
<field name="delay_close"/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_stage_tree_month">
|
||||
<field name="res_model">report.crm.case.section.categ.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
|
||||
</record>
|
||||
<menuitem parent="report_crm.next_id_65" name="Cases by Section, Category and Stage" action="action_report_crm_case_section_categ_stage_tree_month" id="menu_crm_case_section_categ_stage_tree_month"/>
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_stage_tree">
|
||||
<field name="res_model">report.crm.case.section.categ.stage</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree</field>
|
||||
</record>
|
||||
<menuitem parent="report_crm.next_id_66" name="Cases by Section, Category and Stage" action="action_report_crm_case_section_categ_stage_tree" id="menu_crm_case_section_categ_stage_tree"/>
|
||||
|
||||
#
|
||||
# Cases by section, category and category2
|
||||
#
|
||||
|
||||
<record model="ir.ui.view" id="view_crm_case_section_categ_categ2_tree">
|
||||
<field name="name">CRM Report - Section, Category and Type(Tree)</field>
|
||||
<field name="model">report.crm.case.section.categ.categ2</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Cases by Section, Category and Type">
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="category2_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="nbr"/>
|
||||
<field name="delay_close"/>
|
||||
<field name="state"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="view_crm_case_section_categ_categ2_form">
|
||||
<field name="name">CRM Report - Section, Category and Type(Form)</field>
|
||||
<field name="model">report.crm.case.section.categ.categ2</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Cases by Section, Category and Type">
|
||||
<field name="name"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id" select="1" widget="selection"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="category2_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="nbr" select="1"/>
|
||||
<field name="state" select="1"/>
|
||||
<field name="delay_close"/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_categ2_tree_month">
|
||||
<field name="res_model">report.crm.case.section.categ.categ2</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
|
||||
</record>
|
||||
<menuitem parent="report_crm.next_id_65" name="Cases by Section, Category and Type" action="action_report_crm_case_section_categ_categ2_tree_month" id="menu_crm_case_section_categ_categ2_tree_month"/>
|
||||
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_categ2_tree">
|
||||
<field name="res_model">report.crm.case.section.categ.categ2</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree</field>
|
||||
</record>
|
||||
<menuitem parent="report_crm.next_id_66" name="Cases by Section, Category and Type" action="action_report_crm_case_section_categ_categ2_tree" id="menu_crm_case_section_categ_categ2_tree"/>
|
||||
</data>
|
||||
</openerp>
|
||||
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@@ -1,91 +0,0 @@
|
||||
<?xml version="1.0" ?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
<!--
|
||||
Process
|
||||
-->
|
||||
|
||||
<record id="process_process_contractprocess0" model="process.process">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="model_id" ref="crm.model_crm_case"/>
|
||||
<field eval=""""Contract"""" name="name"/>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Process Node
|
||||
-->
|
||||
|
||||
<record id="process_node_leads0" model="process.node">
|
||||
<field name="model_id" ref="crm.model_crm_case"/>
|
||||
<field eval=""""state"""" name="kind"/>
|
||||
<field eval=""""Prospects"""" name="name"/>
|
||||
<field eval=""""Very first contact with new prospect"""" name="note"/>
|
||||
<field name="process_id" ref="process_process_contractprocess0"/>
|
||||
<field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/>
|
||||
<field eval="1" name="flow_start"/>
|
||||
</record>
|
||||
|
||||
<record id="process_node_partner0" model="process.node">
|
||||
<field name="menu_id" ref="base.menu_partner_form"/>
|
||||
<field name="model_id" ref="base.model_res_partner"/>
|
||||
<field eval=""""state"""" name="kind"/>
|
||||
<field eval=""""Partner"""" name="name"/>
|
||||
<field eval=""""Convert to prospect to business partner"""" name="note"/>
|
||||
<field name="process_id" ref="process_process_contractprocess0"/>
|
||||
<field eval="0" name="flow_start"/>
|
||||
</record>
|
||||
|
||||
<record id="process_node_opportunities0" model="process.node">
|
||||
<field name="model_id" ref="crm.model_crm_case"/>
|
||||
<field eval=""""state"""" name="kind"/>
|
||||
<field eval=""""Opportunities"""" name="name"/>
|
||||
<field eval=""""When a real project/opportunity is detected"""" name="note"/>
|
||||
<field name="process_id" ref="process_process_contractprocess0"/>
|
||||
<field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/>
|
||||
<field eval="0" name="flow_start"/>
|
||||
</record>
|
||||
|
||||
<record id="process_node_meeting0" model="process.node">
|
||||
<field name="model_id" ref="crm.model_crm_case"/>
|
||||
<field eval=""""state"""" name="kind"/>
|
||||
<field eval=""""Meeting"""" name="name"/>
|
||||
<field eval=""""Schedule a normal or phone meeting"""" name="note"/>
|
||||
<field name="process_id" ref="process_process_contractprocess0"/>
|
||||
<field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/>
|
||||
<field eval="0" name="flow_start"/>
|
||||
</record>
|
||||
|
||||
<!--
|
||||
Process Transition
|
||||
-->
|
||||
|
||||
<record id="process_transition_leadopportunity0" model="process.transition">
|
||||
<field eval="[(6,0,[])]" name="role_ids"/>
|
||||
<field eval="[(6,0,[])]" name="transition_ids"/>
|
||||
<field eval=""""Prospect Opportunity"""" name="name"/>
|
||||
<field eval=""""Creating business opportunities from prospects"""" name="note"/>
|
||||
<field model="process.node" name="target_node_id" ref="process_node_opportunities0"/>
|
||||
<field model="process.node" name="source_node_id" ref="process_node_leads0"/>
|
||||
</record>
|
||||
|
||||
<record id="process_transition_leadpartner0" model="process.transition">
|
||||
<field eval="[(6,0,[])]" name="role_ids"/>
|
||||
<field eval="[(6,0,[])]" name="transition_ids"/>
|
||||
<field eval=""""Prospect Partner"""" name="name"/>
|
||||
<field eval=""""Prospect is converting to business partner"""" name="note"/>
|
||||
<field model="process.node" name="target_node_id" ref="process_node_partner0"/>
|
||||
<field model="process.node" name="source_node_id" ref="process_node_leads0"/>
|
||||
</record>
|
||||
|
||||
<record id="process_transition_opportunitymeeting0" model="process.transition">
|
||||
<field eval="[(6,0,[])]" name="role_ids"/>
|
||||
<field eval="[(6,0,[])]" name="transition_ids"/>
|
||||
<field eval=""""Opportunity Meeting"""" name="name"/>
|
||||
<field eval=""""Normal or phone meeting for opportunity"""" name="note"/>
|
||||
<field model="process.node" name="target_node_id" ref="process_node_meeting0"/>
|
||||
<field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -1,24 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 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/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
import crm_report
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
@@ -1,187 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 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/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
from osv import fields,osv
|
||||
|
||||
import tools.sql
|
||||
|
||||
AVAILABLE_STATES = [
|
||||
('draft','Draft'),
|
||||
('open','Open'),
|
||||
('cancel', 'Cancelled'),
|
||||
('done', 'Closed'),
|
||||
('pending','Pending')
|
||||
]
|
||||
|
||||
class report_crm_case_section_categ2(osv.osv):
|
||||
_name = "report.crm.case.section.categ2"
|
||||
_description = "Cases by section and category2"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'name': fields.date('Month', readonly=True),
|
||||
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'category2_id':fields.many2one('crm.case.category2', 'Type', readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
|
||||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'nbr': fields.integer('# of Cases', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'category2_id, section_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ2")
|
||||
cr.execute("""
|
||||
create view report_crm_case_section_categ2 as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date,'YYYY-MM')||'-01' as name,
|
||||
c.user_id,
|
||||
c.state,
|
||||
c.category2_id,
|
||||
c.stage_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_case c
|
||||
where c.category2_id is not null
|
||||
group by to_char(c.create_date,'YYYY-MM'), c.user_id, c.state, c.stage_id, c.category2_id, c.section_id)""")
|
||||
|
||||
report_crm_case_section_categ2()
|
||||
|
||||
class report_crm_case_section_stage(osv.osv):
|
||||
_name = "report.crm.case.section.stage"
|
||||
_description = "Cases by section and stage"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'name': fields.date('Month', readonly=True),
|
||||
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
|
||||
'amount_revenue': fields.float('Est.Revenue', readonly=True),
|
||||
'nbr': fields.integer('# of Cases', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'stage_id, section_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_stage")
|
||||
cr.execute("""
|
||||
create view report_crm_case_section_stage as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date,'YYYY-MM')||'-01' as name,
|
||||
c.user_id,
|
||||
c.state,
|
||||
c.stage_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
sum(planned_revenue) as amount_revenue,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_case c
|
||||
where c.stage_id is not null
|
||||
group by to_char(c.create_date,'YYYY-MM'), c.user_id, c.state, c.stage_id, c.section_id)""")
|
||||
|
||||
report_crm_case_section_stage()
|
||||
|
||||
class report_crm_case_section_categ_stage(osv.osv):
|
||||
_name = "report.crm.case.section.categ.stage"
|
||||
_description = "Cases by section, Category and stage"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'name': fields.date('Month', readonly=True),
|
||||
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
|
||||
'nbr': fields.integer('# of Cases', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'stage_id, section_id, categ_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ_stage")
|
||||
cr.execute("""
|
||||
create view report_crm_case_section_categ_stage as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date,'YYYY-MM')||'-01' as name,
|
||||
c.user_id,
|
||||
c.categ_id,
|
||||
c.state,
|
||||
c.stage_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_case c
|
||||
where c.categ_id is not null AND c.stage_id is not null
|
||||
group by to_char(c.create_date,'YYYY-MM'), c.user_id, c.categ_id, c.state, c.stage_id, c.section_id)""")
|
||||
|
||||
report_crm_case_section_categ_stage()
|
||||
|
||||
class report_crm_case_section_categ_categ2(osv.osv):
|
||||
_name = "report.crm.case.section.categ.categ2"
|
||||
_description = "Cases by section, Category and Category2"
|
||||
_auto = False
|
||||
_columns = {
|
||||
'name': fields.date('Month', readonly=True),
|
||||
'user_id':fields.many2one('res.users', 'User', readonly=True),
|
||||
'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True),
|
||||
'category2_id':fields.many2one('crm.case.category2', 'Type', readonly=True),
|
||||
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
|
||||
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
|
||||
'nbr': fields.integer('# of Cases', readonly=True),
|
||||
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
|
||||
'delay_close': fields.char('Delay Close', size=20, readonly=True),
|
||||
}
|
||||
_order = 'section_id, categ_id, category2_id'
|
||||
|
||||
def init(self, cr):
|
||||
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ_categ2")
|
||||
cr.execute("""
|
||||
create view report_crm_case_section_categ_categ2 as (
|
||||
select
|
||||
min(c.id) as id,
|
||||
to_char(c.create_date, 'YYYY-MM')||'-01' as name,
|
||||
c.user_id,
|
||||
c.categ_id,
|
||||
c.category2_id,
|
||||
c.state,
|
||||
c.stage_id,
|
||||
c.section_id,
|
||||
count(*) as nbr,
|
||||
to_char(avg(date_closed-c.create_date), 'DD"d" HH24:MI:SS') as delay_close
|
||||
from
|
||||
crm_case c
|
||||
where c.categ_id is not null AND c.category2_id is not null
|
||||
group by to_char(c.create_date,'YYYY-MM'), c.user_id, c.categ_id, c.category2_id, c.state, c.stage_id, c.section_id)""")
|
||||
|
||||
report_crm_case_section_categ_categ2()
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
@@ -1,13 +0,0 @@
|
||||
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
|
||||
"access_crm_case_stage","crm.case.stage","model_crm_case_stage","crm.group_crm_user",1,0,0,0
|
||||
"access_report_crm_case_section_stage","report.crm.case.section.stage","model_report_crm_case_section_stage","crm.group_crm_manager",1,0,0,0
|
||||
"access_report_crm_case_section_categ_stage","report.crm.case.section.categ.stage","model_report_crm_case_section_categ_stage","crm.group_crm_manager",1,0,0,0
|
||||
"access_report_crm_case_section_categ_categ2","report.crm.case.section.categ.categ2","model_report_crm_case_section_categ_categ2","crm.group_crm_manager",1,0,0,
|
||||
"access_report_crm_case_section_categ2","report.crm.case.section.categ2","model_report_crm_case_section_categ2","crm.group_crm_manager",1,0,0,
|
||||
"access_crm_case_stage_manager","crm.case.stage","model_crm_case_stage","crm.group_crm_manager",1,1,1,1
|
||||
"access_crm_menu_config_wizard","crm config wizard manager","model_crm_menu_config_wizard","crm.group_crm_manager",1,1,1,1
|
||||
"access_crm_menu_config_wizard system","crm config wizard manager system","model_crm_menu_config_wizard","base.group_system",1,1,1,1
|
||||
"access_crm_case_category2_user","crm_case_category2 user","model_crm_case_category2","crm.group_crm_user",1,0,0,0
|
||||
"access_crm_case_category2_manager","crm_case_category2 manager","model_crm_case_category2","crm.group_crm_manager",1,1,1,1
|
||||
"access_crm_generic_wizard_manager","crm.generic_wizard","model_crm_generic_wizard","crm.group_crm_manager",1,1,1,1
|
||||
"access_crm_generic_wizard_manager","crm.generic_wizard","model_crm_generic_wizard","crm.group_crm_user",1,0,0,0
|
||||
|
@@ -1,29 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 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/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
import meeting_planify
|
||||
import wizard_partner_create
|
||||
import wizard_opportunity_set
|
||||
import schedule_phone_call
|
||||
import wizard_history_event
|
||||
import wizard_partner_opportunity
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
@@ -1,109 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 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/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
from mx.DateTime import now
|
||||
|
||||
import wizard
|
||||
import netsvc
|
||||
import ir
|
||||
import pooler
|
||||
|
||||
from tools.translate import _
|
||||
|
||||
case_form = """<?xml version="1.0"?>
|
||||
<form string="Plan Meeting">
|
||||
<field name="date"/>
|
||||
<field name="duration" widget="float_time"/>
|
||||
<label string="Note that you can also use the calendar view to graphically schedule your next meeting." colspan="4"/>
|
||||
</form>"""
|
||||
|
||||
case_fields = {
|
||||
'date': {'string': 'Meeting date', 'type': 'datetime', 'required': 1},
|
||||
'duration': {'string': 'Duration (Hours)', 'type': 'float', 'required': 1}
|
||||
}
|
||||
|
||||
|
||||
class make_meeting(wizard.interface):
|
||||
def _selectPartner(self, cr, uid, data, context):
|
||||
case_obj = pooler.get_pool(cr.dbname).get('crm.case')
|
||||
case = case_obj.browse(cr, uid, data['id'])
|
||||
return {'date': case.date, 'duration': case.duration or 2.0}
|
||||
|
||||
def _makeMeeting(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
case_obj = pool.get('crm.case')
|
||||
sec_obj = pool.get('crm.case.section')
|
||||
meeting_id = sec_obj.search(cr, uid, [('code','=','Mtngs')])
|
||||
if not meeting_id:
|
||||
raise wizard.except_wizard(_('Error !'),
|
||||
_('You did not installed the Meetings when you configured the crm_configuration module.' \
|
||||
'\nyou must create a section with the code \'Mtngs\'.'
|
||||
))
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
new_id=case_obj.copy(cr, uid, case.id)
|
||||
modif = {
|
||||
'date': data['form']['date'],
|
||||
'duration': data['form']['duration'],
|
||||
'case_id': case.id,
|
||||
}
|
||||
if meeting_id:
|
||||
modif['section_id']=meeting_id[0]
|
||||
new_id = case_obj.write(cr, uid, [new_id], modif, context=context)
|
||||
# case_obj._history(cr, uid, case_obj.browse(cr, uid, data['ids']), _('meeting'))
|
||||
data_obj = pool.get('ir.model.data')
|
||||
result = data_obj._get_id(cr, uid, 'crm_configuration', 'view_crm_case_meetings_filter')
|
||||
id = data_obj.read(cr, uid, result, ['res_id'])
|
||||
id1 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_calendar_view_meet')
|
||||
id2 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_form_view_meet')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_tree_view_meet')
|
||||
if id1:
|
||||
id1 = data_obj.browse(cr, uid, id1, context=context).res_id
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
return {
|
||||
'domain':"[('section_id','=','Meetings')]",
|
||||
'name': _('Meetings'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'calendar,form,tree',
|
||||
'res_model': 'crm.case',
|
||||
'view_id': False,
|
||||
'views': [(id1,'calendar'),(id2,'form'),(id3,'tree'),(False,'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': id['res_id']
|
||||
}
|
||||
|
||||
states = {
|
||||
'init': {
|
||||
'actions': [_selectPartner],
|
||||
'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
|
||||
'state' : [('end', 'Cancel','gtk-cancel'),('order', 'Set Meeting','gtk-go-forward')]}
|
||||
},
|
||||
'order': {
|
||||
'actions': [],
|
||||
'result': {'type': 'action', 'action': _makeMeeting, 'state': 'end'}
|
||||
}
|
||||
}
|
||||
|
||||
make_meeting('crm.case.meeting')
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
@@ -1,127 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
|
||||
# $Id$
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU 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 General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
from mx.DateTime import now
|
||||
|
||||
import wizard
|
||||
import netsvc
|
||||
import ir
|
||||
import pooler
|
||||
import time
|
||||
|
||||
from tools.translate import _
|
||||
|
||||
case_form = """<?xml version="1.0"?>
|
||||
<form string="Schedule Phone Call">
|
||||
<separator string="Phone Call Description" colspan="4" />
|
||||
<newline />
|
||||
<field name='user_id' />
|
||||
<field name='deadline' />
|
||||
<newline />
|
||||
<field name='note' colspan="4"/>
|
||||
<newline />
|
||||
<field name='section_id' />
|
||||
<field name='category_id' domain="[('section_id','=',section_id)]"/>
|
||||
</form>"""
|
||||
|
||||
case_fields = {
|
||||
'user_id' : {'string' : 'Assign To', 'type' : 'many2one', 'relation' : 'res.users'},
|
||||
'deadline' : {'string' : 'Planned Date', 'type' : 'datetime'},
|
||||
'note' : {'string' : 'Goals', 'type' : 'text'},
|
||||
'category_id' : {'string' : 'Category', 'type' : 'many2one', 'relation' : 'crm.case.categ', 'required' : True},
|
||||
'section_id' : {'string' : 'Section', 'type' : 'many2one', 'relation' : 'crm.case.section', 'required' : True},
|
||||
|
||||
}
|
||||
|
||||
class reschedule_phone_call(wizard.interface):
|
||||
def _default_values(self, cr, uid, data, context):
|
||||
case_obj = pooler.get_pool(cr.dbname).get('crm.case')
|
||||
sec_obj = pooler.get_pool(cr.dbname).get('crm.case.section')
|
||||
sec_id = sec_obj.search(cr, uid, [('code', '=', 'Phone')])
|
||||
|
||||
if not sec_id:
|
||||
raise wizard.except_wizard(_('Error !'),
|
||||
_('You did not installed the Phone Calls when you configured the crm_configuration module.' \
|
||||
'\nyou must create a section with the code \'Phone\'.'
|
||||
))
|
||||
categ_id=pooler.get_pool(cr.dbname).get('crm.case.categ').search(cr, uid, [('name','=','Outbound')])
|
||||
case = case_obj.browse(cr, uid, data['ids'][0])
|
||||
return {
|
||||
'user_id' : case.user_id and case.user_id.id,
|
||||
'category_id' : categ_id and categ_id[0] or case.categ_id and case.categ_id.id,
|
||||
'section_id' : sec_id and sec_id[0],
|
||||
'note' : case.description
|
||||
}
|
||||
|
||||
def _doIt(self, cr, uid, data, context):
|
||||
form = data['form']
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
mod_obj = pool.get('ir.model.data')
|
||||
result = mod_obj._get_id(cr, uid, 'crm_configuration', 'view_crm_case_phonecalls_filter')
|
||||
res = mod_obj.read(cr, uid, result, ['res_id'])
|
||||
case_obj = pool.get('crm.case')
|
||||
|
||||
# Select the view
|
||||
|
||||
data_obj = pool.get('ir.model.data')
|
||||
id2 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_phone_tree_view')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_phone_form_view')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
# We duplicate the current object
|
||||
for id in data['ids']:
|
||||
new_case = case_obj.copy(cr, uid, id, {'case_id':id,'user_id':form['user_id'],'categ_id':form['category_id'],'description':form['note'],'date' : form['deadline'], 'section_id' : form['section_id']}, context=context)
|
||||
# Don't forget to cancel the current object,
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
if case.section_id.code == 'Phone':
|
||||
case_obj.write(cr, uid, [case.id], {'state' : 'cancel'})
|
||||
value = {
|
||||
'domain': "[('section_id','=',%d)]"%form['section_id'],
|
||||
'name': _('Phone Call'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'tree,form',
|
||||
'res_model': 'crm.case',
|
||||
'res_id' : new_case,
|
||||
'views': [(id3,'form'),(id2,'tree'),(False,'calendar'),(False,'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id']
|
||||
}
|
||||
return value
|
||||
|
||||
states = {
|
||||
'init': {
|
||||
'actions': [_default_values],
|
||||
'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
|
||||
'state' : [('end', 'Cancel','gtk-cancel'),('order', 'Schedule Phone Call','gtk-go-forward')]}
|
||||
},
|
||||
'order': {
|
||||
'actions': [],
|
||||
'result': {'type': 'action', 'action': _doIt, 'state': 'end'}
|
||||
}
|
||||
}
|
||||
|
||||
reschedule_phone_call('crm.case.reschedule_phone_call')
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
@@ -1,61 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
|
||||
# $Id$
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU 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 General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
import wizard
|
||||
import pooler
|
||||
import time
|
||||
|
||||
def _open_history_event(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
data_obj = pool.get('ir.model.data')
|
||||
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_filter')
|
||||
id = data_obj.read(cr, uid, result, ['res_id'])
|
||||
id2 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_calendar_section-view')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
res = ''
|
||||
if data.get('model',False) and data.get('ids',False):
|
||||
model_obj = pooler.get_pool(cr.dbname).get(data['model'])
|
||||
res = model_obj.browse(cr,uid,data['ids'])
|
||||
if len(res):
|
||||
res = res[0].name
|
||||
return {
|
||||
'name': 'History : ' + res,
|
||||
'view_type': 'form',
|
||||
"view_mode": 'calendar, tree, form',
|
||||
'view_id' : False,
|
||||
'views': [(id2,'calendar'),(False,'form'),(False,'tree'),(False,'graph')],
|
||||
'res_model': 'crm.case',
|
||||
'type': 'ir.actions.act_window',
|
||||
'domain': data.get('id',False) and "[('case_id','=',%d)]" % (data['id']) or "[]",
|
||||
'search_view_id': id['res_id']
|
||||
}
|
||||
|
||||
class case_history_event(wizard.interface):
|
||||
states = {
|
||||
'init': {
|
||||
'actions': [],
|
||||
'result': {'type': 'action', 'action': _open_history_event, 'state':'end'}
|
||||
}
|
||||
}
|
||||
|
||||
case_history_event('crm.case.history.events')
|
||||
@@ -1,201 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 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/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
from mx.DateTime import now
|
||||
|
||||
import wizard
|
||||
import netsvc
|
||||
import ir
|
||||
import pooler
|
||||
from tools.translate import _
|
||||
|
||||
partner_form = """<?xml version="1.0"?>
|
||||
<form string="Convert To Partner">
|
||||
<label string="Are you sure you want to create a partner based on this prospect ?" colspan="4"/>
|
||||
<label string="You may have to verify that this partner does not exist already." colspan="4"/>
|
||||
<newline />
|
||||
<field name="action"/>
|
||||
<group attrs="{'invisible':[('action','=','create')]}">
|
||||
<field name="partner_id" attrs="{'required':[('action','=','exist')]}"/>
|
||||
</group>
|
||||
</form>"""
|
||||
|
||||
partner_fields = {
|
||||
'action': {'type':'selection',
|
||||
'selection':[('exist','Link to an existing partner'),('create','Create a new partner')],
|
||||
'string':'Action', 'required':True, 'default': lambda *a:'create'},
|
||||
'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
|
||||
}
|
||||
|
||||
case_form = """<?xml version="1.0"?>
|
||||
<form string="Convert To Opportunity">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<newline/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="probability"/>
|
||||
</form>"""
|
||||
|
||||
case_fields = {
|
||||
'name': {'type':'char', 'size':64, 'string':'Opportunity Summary', 'required':True},
|
||||
'planned_revenue': {'type':'float', 'digits':(16,2), 'string': 'Expected Revenue'},
|
||||
'probability': {'type':'float', 'digits':(16,2), 'string': 'Success Probability'},
|
||||
'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
|
||||
}
|
||||
|
||||
|
||||
class make_opportunity(wizard.interface):
|
||||
|
||||
def _selectopportunity(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
case_obj = pool.get('crm.case')
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
if not case.partner_id:
|
||||
return 'create_partner'
|
||||
return {'name': case.name, 'probability': case.probability or 20.0,
|
||||
'planned_revenue':case.planned_revenue, 'partner_id':case.partner_id.id}
|
||||
|
||||
def _selectChoice(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
case_obj = pool.get('crm.case')
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
if not case.partner_id:
|
||||
return 'create_partner'
|
||||
return 'opportunity'
|
||||
|
||||
def _makeOrder(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
data_obj = pool.get('ir.model.data')
|
||||
result = data_obj._get_id(cr, uid, 'crm_configuration', 'view_crm_case_opportunities_filter')
|
||||
res = data_obj.read(cr, uid, result, ['res_id'])
|
||||
section_obj = pool.get('crm.case.section')
|
||||
id = section_obj.search(cr, uid, [('code','=','oppor')], context=context)
|
||||
if not id:
|
||||
raise wizard.except_wizard(_('Error !'),
|
||||
_('You did not installed the opportunities tracking when you configured the crm_configuration module.' \
|
||||
'\nYou can not convert the prospect to an opportunity, you must create a section with the code \'oppor\'.'
|
||||
))
|
||||
id = id[0]
|
||||
|
||||
id2 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_form_view_oppor')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_tree_view_oppor')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
case_obj = pool.get('crm.case')
|
||||
new_pros=case_obj.copy(cr, uid, data['id'])
|
||||
# case_obj._history(cr, uid, case_obj.browse(cr, uid, [new_pros]), 'convert')
|
||||
case_obj.write(cr, uid, [new_pros], {
|
||||
'section_id': id,
|
||||
'name': data['form']['name'],
|
||||
'planned_revenue': data['form']['planned_revenue'],
|
||||
'probability': data['form']['probability'],
|
||||
'partner_id': data['form']['partner_id'],
|
||||
'case_id':data['id'],
|
||||
'state':'open',
|
||||
})
|
||||
|
||||
vals = {
|
||||
'partner_id': data['form']['partner_id'],
|
||||
'state':'done',
|
||||
}
|
||||
case_id = case_obj.read(cr, uid, data['id'], ['case_id'])['case_id']
|
||||
if not case_id:
|
||||
vals.update({'case_id' : new_pros})
|
||||
case_obj.write(cr, uid, [data['id']], vals)
|
||||
value = {
|
||||
'domain': "[('section_id','=',%d)]"%(id),
|
||||
'name': _('Opportunity'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'crm.case',
|
||||
'res_id': int(new_pros),
|
||||
'view_id': False,
|
||||
'views': [(id2,'form'),(id3,'tree'),(False,'calendar'),(False,'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id']
|
||||
}
|
||||
return value
|
||||
|
||||
def _makePartner(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
case_obj = pool.get('crm.case')
|
||||
partner_obj = pool.get('res.partner')
|
||||
contact_obj = pool.get('res.partner.address')
|
||||
if data['form']['action']=='create':
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
partner_id = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
|
||||
if partner_id:
|
||||
raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
|
||||
else:
|
||||
partner_id = partner_obj.create(cr, uid, {
|
||||
'name': case.partner_name or case.name,
|
||||
'user_id': case.user_id.id,
|
||||
'comment': case.description,
|
||||
})
|
||||
contact_id = contact_obj.create(cr, uid, {
|
||||
'partner_id': partner_id,
|
||||
'name': case.partner_name2,
|
||||
'phone': case.partner_phone,
|
||||
'mobile': case.partner_mobile,
|
||||
'email': case.email_from
|
||||
})
|
||||
else:
|
||||
partner = partner_obj.browse(cr,uid,data['form']['partner_id'])
|
||||
partner_id=partner.id
|
||||
contact_id=partner.address and partner.address[0].id
|
||||
|
||||
case_obj.write(cr, uid, data['ids'], {
|
||||
'partner_id': partner_id,
|
||||
'partner_address_id': contact_id
|
||||
})
|
||||
return {}
|
||||
|
||||
states = {
|
||||
'init': {
|
||||
'actions': [],
|
||||
'result': {'type':'choice','next_state':_selectChoice}
|
||||
},
|
||||
'create_partner': {
|
||||
'actions': [],
|
||||
'result': {'type': 'form', 'arch': partner_form, 'fields': partner_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'),('create', 'Continue', 'gtk-go-forward')]}
|
||||
},
|
||||
'create': {
|
||||
'actions': [],
|
||||
'result': {'type': 'action', 'action': _makePartner, 'state':'opportunity' }
|
||||
},
|
||||
'opportunity': {
|
||||
'actions': [_selectopportunity],
|
||||
'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Opportunity', 'gtk-go-forward')]}
|
||||
},
|
||||
'confirm': {
|
||||
'actions': [],
|
||||
'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
|
||||
}
|
||||
}
|
||||
|
||||
make_opportunity('crm.case.opportunity_set')
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
@@ -1,113 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 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/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
from mx.DateTime import now
|
||||
|
||||
import wizard
|
||||
import netsvc
|
||||
import ir
|
||||
import pooler
|
||||
from tools.translate import _
|
||||
|
||||
case_form = """<?xml version="1.0"?>
|
||||
<form string="Convert To Partner">
|
||||
<label string="Are you sure you want to create a partner based on this prospect ?" colspan="4"/>
|
||||
<label string="You may have to verify that this partner does not exist already." colspan="4"/>
|
||||
<!--field name="close"/-->
|
||||
</form>"""
|
||||
|
||||
case_fields = {
|
||||
'close': {'type':'boolean', 'string':'Close Prospect'}
|
||||
}
|
||||
|
||||
|
||||
class make_partner(wizard.interface):
|
||||
|
||||
def _selectPartner(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
case_obj = pool.get('crm.case')
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
if case.partner_id:
|
||||
raise wizard.except_wizard(_('Warning !'),
|
||||
_('A partner is already defined on this prospect.'))
|
||||
return {}
|
||||
|
||||
def _makeOrder(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
mod_obj = pool.get('ir.model.data')
|
||||
result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
|
||||
res = mod_obj.read(cr, uid, result, ['res_id'])
|
||||
case_obj = pool.get('crm.case')
|
||||
partner_obj = pool.get('res.partner')
|
||||
contact_obj = pool.get('res.partner.address')
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
partner_id = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
|
||||
if partner_id:
|
||||
raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
|
||||
else:
|
||||
partner_id = partner_obj.create(cr, uid, {
|
||||
'name': case.partner_name or case.name,
|
||||
'user_id': case.user_id.id,
|
||||
'comment': case.description,
|
||||
})
|
||||
contact_id = contact_obj.create(cr, uid, {
|
||||
'partner_id': partner_id,
|
||||
'name': case.partner_name2,
|
||||
'phone': case.partner_phone,
|
||||
'mobile': case.partner_mobile,
|
||||
'email': case.email_from
|
||||
})
|
||||
|
||||
|
||||
case_obj.write(cr, uid, data['ids'], {
|
||||
'partner_id': partner_id,
|
||||
'partner_address_id': contact_id
|
||||
})
|
||||
if data['form']['close']:
|
||||
case_obj.case_close(cr, uid, data['ids'])
|
||||
|
||||
value = {
|
||||
'domain': "[]",
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'res.partner',
|
||||
'res_id': int(partner_id),
|
||||
'view_id': False,
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id']
|
||||
}
|
||||
return value
|
||||
|
||||
states = {
|
||||
'init': {
|
||||
'actions': [_selectPartner],
|
||||
'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Partner', 'gtk-go-forward')]}
|
||||
},
|
||||
'confirm': {
|
||||
'actions': [],
|
||||
'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
|
||||
}
|
||||
}
|
||||
|
||||
make_partner('crm.case.partner_create')
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
||||
@@ -1,124 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 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/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
from mx.DateTime import now
|
||||
|
||||
import wizard
|
||||
import netsvc
|
||||
import ir
|
||||
import pooler
|
||||
from tools.translate import _
|
||||
|
||||
|
||||
case_form = """<?xml version="1.0"?>
|
||||
<form string="Create Opportunity">
|
||||
<field name="name"/>
|
||||
<field name="partner_id" readonly="1"/>
|
||||
<newline/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="probability"/>
|
||||
</form>"""
|
||||
|
||||
case_fields = {
|
||||
'name' : {'type' :'char', 'size' :64, 'string' :'Opportunity Name', 'required' :True},
|
||||
'planned_revenue' : {'type' :'float', 'digits' :(16, 2), 'string' : 'Expected Revenue'},
|
||||
'probability' : {'type' :'float', 'digits' :(16, 2), 'string' : 'Success Probability'},
|
||||
'partner_id' : {'type' :'many2one', 'relation' :'res.partner', 'string' :'Partner'},
|
||||
}
|
||||
|
||||
|
||||
class create_opportunity(wizard.interface):
|
||||
|
||||
def _select_data(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
part_obj = pool.get('res.partner')
|
||||
part = part_obj.read(cr, uid, data['id' ], ['name'])
|
||||
return {'partner_id' : data['id'], 'name' : part['name'] }
|
||||
|
||||
def _make_opportunity(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
data_obj = pool.get('ir.model.data')
|
||||
result = data_obj._get_id(cr, uid, 'crm_configuration', 'view_crm_case_opportunities_filter')
|
||||
res = data_obj.read(cr, uid, result, ['res_id'])
|
||||
section_obj = pool.get('crm.case.section')
|
||||
id = section_obj.search(cr, uid, [('code', '=', 'oppor')], context=context)
|
||||
if not id:
|
||||
raise wizard.except_wizard(_('Error !'),
|
||||
_('You did not installed the opportunities tracking when you configured the crm_configuration module.' \
|
||||
'\nYou can not convert the prospect to an opportunity, you must create a section with the code \'oppor\'.'
|
||||
))
|
||||
id = id[0]
|
||||
|
||||
id2 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_form_view_oppor')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_tree_view_oppor')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
part_obj = pool.get('res.partner')
|
||||
address = part_obj.address_get(cr, uid, data['ids' ])
|
||||
|
||||
|
||||
categ_obj = pool.get('crm.case.categ')
|
||||
categ_ids = categ_obj.search(cr, uid, [('section_id','=',id), ('name','ilike','Part%')])
|
||||
|
||||
case_obj = pool.get('crm.case')
|
||||
opp_id = case_obj.create(cr, uid, {
|
||||
'section_id' : id,
|
||||
'name' : data['form']['name'],
|
||||
'planned_revenue' : data['form']['planned_revenue'],
|
||||
'probability' : data['form']['probability'],
|
||||
'partner_id' : data['form']['partner_id'],
|
||||
'partner_address_id' : address['default'],
|
||||
'categ_id' : categ_ids[0],
|
||||
'case_id' :data['id'],
|
||||
'state' :'draft',
|
||||
})
|
||||
value = {
|
||||
'domain' : "[('section_id','=',%d)]"%(id),
|
||||
'name' : _('Opportunity'),
|
||||
'view_type' : 'form',
|
||||
'view_mode' : 'form,tree',
|
||||
'res_model' : 'crm.case',
|
||||
'res_id' : opp_id,
|
||||
'view_id' : False,
|
||||
'views' : [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
|
||||
'type' : 'ir.actions.act_window',
|
||||
'search_view_id' : res['res_id']
|
||||
}
|
||||
return value
|
||||
|
||||
states = {
|
||||
'init' : {
|
||||
'actions' : [_select_data],
|
||||
'result' : {'type' : 'form', 'arch' : case_form, 'fields' : case_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'), ('confirm', 'Create Opportunity', 'gtk-go-forward')]}
|
||||
},
|
||||
'confirm' : {
|
||||
'actions' : [],
|
||||
'result' : {'type' : 'action', 'action' : _make_opportunity, 'state' : 'end'}
|
||||
}
|
||||
}
|
||||
|
||||
create_opportunity('crm.case.partner.opportunity_create')
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
Reference in New Issue
Block a user