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[MERGE]: Merge with lp:~openerp-dev/openobject-addons/rpa-dev-addons2

Browse Source 
bzr revid: atp@tinyerp.co.in-20100428084702-q1oaod2kch8m9g4a
This commit is contained in:
atp (Open ERP)
2010-04-28 14:17:02 +05:30
parent 75fdca9e45 58c5b10d09
commit 92bf464ab8
81 changed files with 3925 additions and 626 deletions
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addons/base_action_rule/base_action_rule.py
+131 -176
View File
@@ -33,20 +33,99 @@ class base_action_rule(osv.osv):
_name = 'base.action.rule'
_description = 'Action Rules'
def _state_get(self, cr, uid, context={}):
""" Get State
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param context: A standard dictionary for contextual values """
return self.state_get(cr, uid, context=context)
def state_get(self, cr, uid, context={}):
""" Get State
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param context: A standard dictionary for contextual values """
return [('','')]
_columns = {
'name': fields.many2one('ir.model', 'Model', required=True),
'max_level': fields.integer('Max Level', help='Specifies maximum level.'),
'rule_lines': fields.one2many('base.action.rule.line','rule_id','Rule Lines'),
'create_date': fields.datetime('Create Date', readonly=1),
'active': fields.boolean('Active')
'active': fields.boolean('Active', help="If the active field is set to true,\
it will allow you to hide the rule without removing it."),
'sequence': fields.integer('Sequence', help="Gives the sequence order when\
displaying a list of rules."),
'trg_date_type': fields.selection([
('none','None'),
('create','Creation Date'),
('action_last','Last Action Date'),
('date','Date'),
('deadline', 'Deadline'),
], 'Trigger Date', size=16),
'trg_date_range': fields.integer('Delay after trigger date',help="Delay After Trigger Date,\
specifies you can put a negative number " \
"if you need a delay before the trigger date, like sending a reminder 15 minutes before a meeting."),
'trg_date_range_type': fields.selection([('minutes', 'Minutes'),('hour','Hours'),\
('day','Days'),('month','Months')], 'Delay type'),
'trg_user_id': fields.many2one('res.users', 'Responsible'),
'trg_partner_id': fields.many2one('res.partner', 'Partner'),
'trg_partner_categ_id': fields.many2one('res.partner.category', 'Partner Category'),
'trg_state_from': fields.selection(_state_get, 'State', size=16),
'trg_state_to': fields.selection(_state_get, 'Button Pressed', size=16),
'act_method': fields.char('Call Object Method', size=64),
'act_user_id': fields.many2one('res.users', 'Set responsible to'),
'act_state': fields.selection(_state_get, 'Set state to', size=16),
'act_email_cc': fields.char('Add watchers (Cc)', size=250, help="These people\
will receive a copy of the future communication between partner and users by email"),
'act_remind_partner': fields.boolean('Remind Partner', help="Check this if\
you want the rule to send a reminder by email to the partner."),
'act_remind_user': fields.boolean('Remind responsible', help="Check this if \
you want the rule to send a reminder by email to the user."),
'act_reply_to': fields.char('Reply-To', size=64),
'act_remind_attach': fields.boolean('Remind with attachment', help="Check this if\
you want that all documents attached to the object be attached \
to the reminder email sent."),
'act_mail_to_user': fields.boolean('Mail to responsible',help="Check this if \
you want the rule to send an email to the responsible person."),
'act_mail_to_watchers': fields.boolean('Mail to watchers (CC)',help="Check this\
if you want the rule to mark CC(mail to any other person\
defined in actions)."),
'act_mail_to_email': fields.char('Mail to these emails', size=128,help="Email-id \
of the persons whom mail is to be sent"),
'act_mail_body': fields.text('Mail body',help="Content of mail"),
'regex_name': fields.char('Regular Expression on Model Name', size=128),
'server_action_id': fields.many2one('ir.actions.server','Server Action',help="Describes the\
action name." \
"eg:on which object which action to be taken on basis of which condition"),
'domain':fields.char('Domain', size=124, required=False, readonly=False),
}
_defaults = {
'active': lambda *a: True,
'max_level': lambda *a: 15,
'trg_date_type': lambda *a: 'none',
'trg_date_range_type': lambda *a: 'day',
'act_mail_to_user': lambda *a: 0,
'act_remind_partner': lambda *a: 0,
'act_remind_user': lambda *a: 0,
'act_mail_to_watchers': lambda *a: 0,
'domain': lambda *a: '[]'
}
_order = 'sequence'
def format_body(self, body):
""" Foramat Action rule's body
@param self: The object pointer """
@@ -56,7 +135,6 @@ class base_action_rule(osv.osv):
def format_mail(self, obj, body):
""" Foramat Mail
@param self: The object pointer """
data = {
'object_id': obj.id,
'object_subject': hasattr(obj, 'name') and obj.name or False,
@@ -105,6 +183,10 @@ class base_action_rule(osv.osv):
@param context: A standard dictionary for contextual values """
ok = True
if eval(action.domain):
obj_ids = obj._table.search(cr, uid, eval(action.domain), context=context)
if not obj.id in obj_ids:
ok = False
if hasattr(obj, 'user_id'):
ok = ok and (not action.trg_user_id.id or action.trg_user_id.id==obj.user_id.id)
if hasattr(obj, 'partner_id'):
@@ -122,10 +204,6 @@ class base_action_rule(osv.osv):
if state_to:
ok = ok and (not action.trg_state_to or action.trg_state_to==state_to)
if hasattr(obj, 'priority'):
ok = ok and (not action.trg_priority_from or action.trg_priority_from>=obj.priority)
ok = ok and (not action.trg_priority_to or action.trg_priority_to<=obj.priority)
reg_name = action.regex_name
result_name = True
if reg_name:
@@ -163,10 +241,6 @@ class base_action_rule(osv.osv):
obj.categ_id = action.act_categ_id
write['categ_id'] = action.act_categ_id.id
if hasattr(obj, 'priority') and action.act_priority:
obj.priority = action.act_priority
write['priority'] = action.act_priority
model_obj.write(cr, uid, [obj.id], write, context)
if hasattr(model_obj, 'remind_user') and action.act_remind_user:
@@ -198,178 +272,59 @@ class base_action_rule(osv.osv):
@param ids: List of Basic Action Rule’s IDs,
@param objects: pass objects
@param context: A standard dictionary for contextual values """
if not scrit:
scrit = []
rule_line_obj = self.pool.get('base.action.rule.line')
for rule in self.browse(cr, uid, ids):
level = rule.max_level
cr.execute("select id from base_action_rule order by sequence")
rule_ids = map(lambda x: x[0], cr.fetchall())
for action in self.browse(cr, uid, rule_ids):
level = action.max_level
if not level:
break
newactions = []
scrit += [('rule_id','=',rule.id)]
line_ids = rule_line_obj.search(cr, uid, scrit)
actions = rule_line_obj.browse(cr, uid, line_ids, context=context)
model_obj = self.pool.get(rule.name.model)
model_obj = self.pool.get(action.name.model)
for obj in objects:
for action in actions:
ok = self.do_check(cr, uid, action, obj, context=context)
if not ok:
continue
ok = self.do_check(cr, uid, action, obj, context=context)
if not ok:
continue
base = False
if hasattr(obj, 'create_date') and action.trg_date_type=='create':
base = mx.DateTime.strptime(obj.create_date[:19], '%Y-%m-%d %H:%M:%S')
elif hasattr(obj, 'create_date') and action.trg_date_type=='action_last':
if hasattr(obj, 'date_action_last') and obj.date_action_last:
base = mx.DateTime.strptime(obj.date_action_last, '%Y-%m-%d %H:%M:%S')
else:
base = mx.DateTime.strptime(obj.create_date[:19], '%Y-%m-%d %H:%M:%S')
elif hasattr(obj, 'date_deadline') and action.trg_date_type=='deadline' \
and obj.date_deadline:
base = mx.DateTime.strptime(obj.date_deadline, '%Y-%m-%d %H:%M:%S')
elif hasattr(obj, 'date') and action.trg_date_type=='date' and obj.date:
base = mx.DateTime.strptime(obj.date, '%Y-%m-%d %H:%M:%S')
if base:
fnct = {
'minutes': lambda interval: mx.DateTime.RelativeDateTime(minutes=interval),
'day': lambda interval: mx.DateTime.RelativeDateTime(days=interval),
'hour': lambda interval: mx.DateTime.RelativeDateTime(hours=interval),
'month': lambda interval: mx.DateTime.RelativeDateTime(months=interval),
}
d = base + fnct[action.trg_date_range_type](action.trg_date_range)
dt = d.strftime('%Y-%m-%d %H:%M:%S')
ok = False
if hasattr(obj, 'date_action_last') and hasattr(obj, 'date_action_next'):
ok = (dt <= time.strftime('%Y-%m-%d %H:%M:%S')) and \
((not obj.date_action_next) or \
(dt >= obj.date_action_next and \
obj.date_action_last < obj.date_action_next))
if not ok:
if not obj.date_action_next or dt < obj.date_action_next:
obj.date_action_next = dt
model_obj.write(cr, uid, [obj.id], {'date_action_next': dt}, context)
base = False
if hasattr(obj, 'create_date') and action.trg_date_type=='create':
base = mx.DateTime.strptime(obj.create_date[:19], '%Y-%m-%d %H:%M:%S')
elif hasattr(obj, 'create_date') and action.trg_date_type=='action_last':
if hasattr(obj, 'date_action_last') and obj.date_action_last:
base = mx.DateTime.strptime(obj.date_action_last, '%Y-%m-%d %H:%M:%S')
else:
ok = action.trg_date_type=='none'
if ok:
self.do_action(cr, uid, action, model_obj, obj, context)
break
base = mx.DateTime.strptime(obj.create_date[:19], '%Y-%m-%d %H:%M:%S')
elif hasattr(obj, 'date_deadline') and action.trg_date_type=='deadline' \
and obj.date_deadline:
base = mx.DateTime.strptime(obj.date_deadline, '%Y-%m-%d %H:%M:%S')
elif hasattr(obj, 'date') and action.trg_date_type=='date' and obj.date:
base = mx.DateTime.strptime(obj.date, '%Y-%m-%d %H:%M:%S')
if base:
fnct = {
'minutes': lambda interval: mx.DateTime.RelativeDateTime(minutes=interval),
'day': lambda interval: mx.DateTime.RelativeDateTime(days=interval),
'hour': lambda interval: mx.DateTime.RelativeDateTime(hours=interval),
'month': lambda interval: mx.DateTime.RelativeDateTime(months=interval),
}
d = base + fnct[action.trg_date_range_type](action.trg_date_range)
dt = d.strftime('%Y-%m-%d %H:%M:%S')
ok = False
if hasattr(obj, 'date_action_last') and hasattr(obj, 'date_action_next'):
ok = (dt <= time.strftime('%Y-%m-%d %H:%M:%S')) and \
((not obj.date_action_next) or \
(dt >= obj.date_action_next and \
obj.date_action_last < obj.date_action_next))
if not ok:
if not obj.date_action_next or dt < obj.date_action_next:
obj.date_action_next = dt
model_obj.write(cr, uid, [obj.id], {'date_action_next': dt}, context)
else:
ok = action.trg_date_type=='none'
if ok:
self.do_action(cr, uid, action, model_obj, obj, context)
break
level -= 1
return True
base_action_rule()
class base_action_rule_line(osv.osv):
_name = 'base.action.rule.line'
_description = 'Action Rule Lines'
def _state_get(self, cr, uid, context={}):
""" Get State
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param context: A standard dictionary for contextual values """
return self.state_get(cr, uid, context=context)
def _priority_get(self, cr, uid, context={}):
""" Get Priority
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param context: A standard dictionary for contextual values """
return self.priority_get(cr, uid, context=context)
def state_get(self, cr, uid, context={}):
""" Get State
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param context: A standard dictionary for contextual values """
return [('','')]
def priority_get(self, cr, uid, context={}):
""" Get Priority
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param context: A standard dictionary for contextual values """
return [('','')]
_columns = {
'name': fields.char('Rule Name',size=64, required=True),
'rule_id': fields.many2one('base.action.rule','Rule'),
'active': fields.boolean('Active', help="If the active field is set to true,\
it will allow you to hide the rule without removing it."),
'sequence': fields.integer('Sequence', help="Gives the sequence order when\
displaying a list of rules."),
'trg_date_type': fields.selection([
('none','None'),
('create','Creation Date'),
('action_last','Last Action Date'),
('date','Date'),
('deadline', 'Deadline'),
], 'Trigger Date', size=16),
'trg_date_range': fields.integer('Delay after trigger date',help="Delay After Trigger Date,\
specifies you can put a negative number " \
"if you need a delay before the trigger date, like sending a reminder 15 minutes before a meeting."),
'trg_date_range_type': fields.selection([('minutes', 'Minutes'),('hour','Hours'),\
('day','Days'),('month','Months')], 'Delay type'),
'trg_user_id': fields.many2one('res.users', 'Responsible'),
'trg_partner_id': fields.many2one('res.partner', 'Partner'),
'trg_partner_categ_id': fields.many2one('res.partner.category', 'Partner Category'),
'trg_state_from': fields.selection(_state_get, 'State', size=16),
'trg_state_to': fields.selection(_state_get, 'Button Pressed', size=16),
'trg_priority_from': fields.selection(_priority_get, 'Minimum Priority'),
'trg_priority_to': fields.selection(_priority_get, 'Maximum Priority'),
'act_method': fields.char('Call Object Method', size=64),
'act_user_id': fields.many2one('res.users', 'Set responsible to'),
'act_state': fields.selection(_state_get, 'Set state to', size=16),
'act_priority': fields.selection(_priority_get, 'Set priority to'),
'act_email_cc': fields.char('Add watchers (Cc)', size=250, help="These people\
will receive a copy of the future communication between partner and users by email"),
'act_remind_partner': fields.boolean('Remind Partner', help="Check this if\
you want the rule to send a reminder by email to the partner."),
'act_remind_user': fields.boolean('Remind responsible', help="Check this if \
you want the rule to send a reminder by email to the user."),
'act_reply_to': fields.char('Reply-To', size=64),
'act_remind_attach': fields.boolean('Remind with attachment', help="Check this if\
you want that all documents attached to the object be attached \
to the reminder email sent."),
'act_mail_to_user': fields.boolean('Mail to responsible',help="Check this if \
you want the rule to send an email to the responsible person."),
'act_mail_to_watchers': fields.boolean('Mail to watchers (CC)',help="Check this\
if you want the rule to mark CC(mail to any other person\
defined in actions)."),
'act_mail_to_email': fields.char('Mail to these emails', size=128,help="Email-id \
of the persons whom mail is to be sent"),
'act_mail_body': fields.text('Mail body',help="Content of mail"),
'regex_name': fields.char('Regular Expression on Model Name', size=128),
'server_action_id': fields.many2one('ir.actions.server','Server Action',help="Describes the\
action name." \
"eg:on which object which action to be taken on basis of which condition"),
}
_defaults = {
'active': lambda *a: 1,
'trg_date_type': lambda *a: 'none',
'trg_date_range_type': lambda *a: 'day',
'act_mail_to_user': lambda *a: 0,
'act_remind_partner': lambda *a: 0,
'act_remind_user': lambda *a: 0,
'act_mail_to_watchers': lambda *a: 0,
}
_order = 'sequence'
def _check_mail(self, cr, uid, ids, context=None):
""" Check Mail
@@ -393,6 +348,6 @@ class base_action_rule_line(osv.osv):
(_check_mail, 'Error: The mail is not well formated', ['act_mail_body']),
]
base_action_rule_line()
base_action_rule()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/base_action_rule/base_action_rule_view.xml
+28 -67
View File
@@ -16,52 +16,9 @@
<form string="Action Rule">
<field name="name" select="1"/>
<field name="active"/>
<field name="sequence"/>
<field name="max_level" />
<separator colspan="4" string="Rule lines"/>
<field name="rule_lines" colspan="4" nolabel="1"/>
</form>
</field>
</record>
<!-- Action Rule Tree View -->
<record id="view_base_action_rule_tree" model="ir.ui.view">
<field name="name">base.action.rule.tree</field>
<field name="model">base.action.rule</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Action Rule">
<field name="name" colspan="4"/>
<field name="max_level"/>
<field name="rule_lines" colspan="4" nolabel="1"/>
</tree>
</field>
</record>
<!-- Action Rule Action -->
<record id="base_action_rule_act" model="ir.actions.act_window">
<field name="name">Action Rules</field>
<field name="res_model">base.action.rule</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="view_base_action_rule_tree"/>
</record>
<menuitem id="menu_base_action_rule_form"
parent="menu_base_action_rule" action="base_action_rule_act" />
<!--
Action Rule Lines Form View
-->
<record id="view_base_action_rule_line_form" model="ir.ui.view">
<field name="name">base.action.rule.line.form</field>
<field name="model">base.action.rule.line</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Action Rule Line">
<field name="name" select="1"/>
<field name="active"/>
<field name="domain" colspan="4"/>
<notebook colspan="4">
<page string="Conditions">
<group col="2" colspan="2" name="model">
@@ -79,11 +36,6 @@
<field name="trg_state_from"/>
<field name="trg_state_to"/>
</group>
<group col="2" colspan="2">
<separator colspan="4" string="Conditions on Priority Range"/>
<field name="trg_priority_from"/>
<field name="trg_priority_to"/>
</group>
<group col="2" colspan="2">
<separator colspan="4" string="Conditions on Timing"/>
<field name="trg_date_type"/>
@@ -100,7 +52,6 @@
<separator colspan="4" string="Fields to Change"/>
<field name="act_user_id"/>
<field name="act_state"/>
<field name="act_priority"/>
<separator colspan="4" string="E-Mail Reminders (includes the content of the object)"/>
<field name="act_remind_partner"/>
<field name="act_remind_attach"/>
@@ -117,7 +68,9 @@
<field name="act_mail_to_user"/>
<field name="act_mail_to_watchers"/>
<field colspan="4" name="act_mail_to_email"/>
<field colspan="4" name="act_mail_body" attrs="{'required':[('act_remind_user','=',True)]}"/>
<separator colspan="4" string="Mail Body"/>
<field colspan="4" name="act_mail_body"
nolabel="1" attrs="{'required':[('act_remind_user','=',True)]}" />
<separator colspan="4" string="Special Keywords to Be Used in The Body"/>
<label align="0.0" string="%%(object_id)s = Object ID" colspan="2"/>
<label align="0.0" string="%%(object_subject)s = Object subject" colspan="2"/>
@@ -133,29 +86,37 @@
</notebook>
</form>
</field>
</record>
</record>
<!-- Action Rule Lines Tree View -->
<!-- Action Rule Tree View -->
<record id="view_base_action_rule_line_tree" model="ir.ui.view">
<field name="name">base.action.rule.line.tree</field>
<field name="model">base.action.rule.line</field>
<record id="view_base_action_rule_tree" model="ir.ui.view">
<field name="name">base.action.rule.tree</field>
<field name="model">base.action.rule</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Action Rule Lines">
<field name="name"/>
<field name="active"/>
<tree string="Action Rule">
<field name="name" colspan="4"/>
<field name="sequence"/>
<field name="max_level"/>
<field name="domain"/>
</tree>
</field>
</record>
<!-- Action Rule Action -->
<record id="base_action_rule_act" model="ir.actions.act_window">
<field name="name">Action Rules</field>
<field name="res_model">base.action.rule</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="view_base_action_rule_tree"/>
</record>
<act_window
domain="[('rule_id', '=', active_id)]"
id="act_rule_lines_open"
name="Open Rule Lines"
context="{'rule_id': active_id}"
res_model="base.action.rule.line"
src_model="base.action.rule"/>
<menuitem id="menu_base_action_rule_form"
parent="menu_base_action_rule" action="base_action_rule_act" />
</data>
</openerp>
addons/base_action_rule/security/ir.model.access.csv
-1
View File
@@ -1,3 +1,2 @@
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
"access_base_action_rule","base.action.rule","model_base_action_rule",,1,1,1,1
"access_base_action_rule_line","base.action.rule.line","model_base_action_rule_line",,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_base_action_rule base.action.rule model_base_action_rule 1 1 1 1
access_base_action_rule_line base.action.rule.line model_base_action_rule_line 1 1 1 1
addons/base_calendar/base_calendar.py
+47 -1
View File
@@ -29,6 +29,7 @@ import pytz
import re
import time
import tools
from caldav import caldav
months = {
1: "January", 2: "February", 3: "March", 4: "April", \
@@ -1213,7 +1214,52 @@ e.g.: Every other month on the last Sunday of the month for 10 occurrences:\
if isinstance(select, (str, int, long)):
return ids and ids[0] or False
return ids
def check_import(self, cr, uid, vals, context={}):
"""
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param vals: Get Values
@param context: A standard dictionary for contextual values
"""
ids = []
model_obj = self.pool.get(context.get('model'))
recur_pool = {}
try:
for val in vals:
exists, r_id = caldav.uid2openobjectid(cr, val['id'], context.get('model'), \
val.get('recurrent_id'))
if val.has_key('create_date'): val.pop('create_date')
u_id = val.get('id', None)
val.pop('id')
if exists and r_id:
val.update({'recurrent_uid': exists})
model_obj.write(cr, uid, [r_id], val)
ids.append(r_id)
elif exists:
# Compute value of duration
if 'date_deadline' in val and 'duration' not in val:
start = datetime.strptime(val['date'], '%Y-%m-%d %H:%M:%S')
end = datetime.strptime(val['date_deadline'], '%Y-%m-%d %H:%M:%S')
diff = end - start
val['duration'] = (diff.seconds/float(86400) + diff.days) * 24
model_obj.write(cr, uid, [exists], val)
ids.append(exists)
else:
if u_id in recur_pool and val.get('recurrent_id'):
val.update({'recurrent_uid': recur_pool[u_id]})
revent_id = model_obj.create(cr, uid, val)
ids.append(revent_id)
else:
event_id = model_obj.create(cr, uid, val)
recur_pool[u_id] = event_id
ids.append(event_id)
except Exception, e:
raise osv.except_osv(('Error !'), (str(e)))
return ids
def compute_rule_string(self, cr, uid, datas, context=None, *args):
"""
Compute rule string.
addons/base_calendar/base_calendar_view.xml
+1 -1
View File
@@ -190,7 +190,7 @@
<field name="date" string="Start Date" required="1" select="1"
on_change="onchange_dates(date,duration,False,allday)" />
<field name="duration" widget="float_time"
on_change="onchange_dates(date,duration,False,allday)" attrs="{'readonly': [('allday', '=', True)]}"/>
on_change="onchange_dates(date,duration,False,allday)" attrs="{'invisible': [('allday', '=', True)]}"/>
<field name="date_deadline" string="End Date" required="1"
on_change="onchange_dates(date,False,date_deadline)" />
<field name="location" />
addons/crm/__init__.py
+2 -2
View File
@@ -24,8 +24,9 @@ import crm_mailgate
import crm_action_rule
import crm_segmentation
import crm_meeting
import crm_opportunity
import crm_lead
import crm_phonecall
import crm_claim
import crm_fundraising
import crm_helpdesk
@@ -34,6 +35,5 @@ import wizard
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/__openerp__.py
+39 -11
View File
@@ -26,7 +26,7 @@
'category': 'Generic Modules/CRM & SRM',
'description': """The generic Open ERP Customer Relationship Management
system enables a group of people to intelligently and efficiently manage
leads, opportunities, claims, meeting, phonecall etc.
leads, opportunities, meeting, phonecall etc.
It manages key tasks such as communication, identification, prioritization,
assignment, resolution and notification.
@@ -54,33 +54,61 @@ between mails and Open ERP.""",
],
'init_xml': [
'crm_data.xml',
'crm_meeting_data.xml',
'crm_lead_data.xml',
'crm_meeting_data.xml',
'crm_opportunity_data.xml',
'crm_phonecall_data.xml',
],
'update_xml': [
'wizard/crm_lead_to_partner_view.xml',
'wizard/crm_lead_to_opportunity_view.xml',
'wizard/crm_phonecall_to_phonecall_view.xml',
'wizard/crm_phonecall_to_partner_view.xml',
'wizard/crm_phonecall_to_opportunity_view.xml',
'wizard/crm_opportunity_to_phonecall_view.xml',
'wizard/crm_partner_to_opportunity_view.xml',
'wizard/crm_send_email_view.xml',
'wizard/crm_email_add_cc_view.xml',
'crm_view.xml',
'crm_action_rule_view.xml',
'crm_lead_view.xml',
'crm_lead_menu.xml',
'crm_meeting_view.xml',
'crm_meeting_menu.xml',
'crm_phonecall_view.xml',
'crm_phonecall_menu.xml',
'crm_opportunity_view.xml',
'crm_opportunity_menu.xml',
'security/crm_security.xml',
'security/ir.model.access.csv',
'report/crm_report_view.xml',
'report/crm_lead_report_view.xml',
'report/crm_opportunity_report_view.xml' ,
'report/crm_phonecall_report_view.xml',
'process/crm_configuration_process.xml',
],
'demo_xml': [
'crm_demo.xml',
'crm_lead_demo.xml',
'crm_meeting_demo.xml',
'crm_opportunity_demo.xml',
'crm_phonecall_demo.xml'
],
# 'test': [#'test/test_crm_lead.yml',
# 'test/test_crm_opportunity.yml',
# 'test/test_crm_phonecall.yml',
# 'test/test_crm_fund.yml',
# 'test/test_crm_claim.yml',
# 'test/test_crm_helpdesk.yml',
# 'test/test_crm_meeting.yml',
# ],
'test': [
'test/test_crm_meeting.yml',
'test/test_crm_lead.yml',
'test/test_crm_opportunity.yml',
'test/test_crm_phonecall.yml',
],
'installable': True,
'active': False,
'certificate': '0079056041421',
addons/crm/crm_action_rule.py
+27 -31
View File
@@ -152,6 +152,18 @@ class base_action_rule(osv.osv):
""" Base Action Rule """
_inherit = 'base.action.rule'
_description = 'Action Rules'
_columns = {
'trg_section_id': fields.many2one('crm.case.section', 'Sales Team'),
'trg_max_history': fields.integer('Maximum Communication History'),
'trg_categ_id': fields.many2one('crm.case.categ', 'Category'),
'regex_history' : fields.char('Regular Expression on Case History', size=128),
'act_section_id': fields.many2one('crm.case.section', 'Set Team to'),
'act_categ_id': fields.many2one('crm.case.categ', 'Set Category to'),
'act_mail_to_partner': fields.boolean('Mail to partner',help="Check this \
if you want the rule to send an email to the partner."),
}
def email_send(self, cr, uid, obj, emails, body, emailfrom=tools.config.get('email_from',False), context={}):
body = self.format_mail(obj, body)
@@ -168,6 +180,17 @@ class base_action_rule(osv.osv):
if not emailfrom:
raise osv.except_osv(_('Error!'),
_("No E-Mail ID Found for your Company address!"))
if hasattr(obj, 'section_id'):
smtp_pool = self.pool.get('email.smtpclient')
if obj.section_id and obj.section_id.server_id:
flag = smtp_pool.send_email(
cr=cr,
uid=uid,
server_id=obj.section_id.server_id.id,
emailto=emails,
subject=name,
body="<pre>%s</pre>" % body,
)
return tools.email_send(emailfrom, emails, name, body, reply_to=reply_to, openobject_id=str(obj.id))
def do_check(self, cr, uid, action, obj, context={}):
@@ -207,7 +230,7 @@ class base_action_rule(osv.osv):
res = super(base_action_rule, self).do_action(cr, uid, action, model_obj, obj, context=context)
write = {}
if hasattr(action, act_section_id) and action.act_section_id:
if hasattr(action, 'act_section_id') and action.act_section_id:
obj.section_id = action.act_section_id
write['section_id'] = action.act_section_id.id
@@ -231,13 +254,6 @@ class base_action_rule(osv.osv):
return True
base_action_rule()
class base_action_rule_line(osv.osv):
""" Base Action Rule Line """
_inherit = 'base.action.rule.line'
_description = 'Base Action Rule Line'
def state_get(self, cr, uid, context={}):
"""@param self: The object pointer
@@ -245,28 +261,8 @@ class base_action_rule_line(osv.osv):
@param uid: the current user’s ID for security checks,
@param context: A standard dictionary for contextual values """
res = super(base_action_rule_line, self).state_get(cr, uid, context=context)
return res + [('escalate','Escalate')] + crm.AVAILABLE_STATES
res = super(base_action_rule, self).state_get(cr, uid, context=context)
return res + [('escalate', 'Escalate')] + crm.AVAILABLE_STATES
def priority_get(self, cr, uid, context={}):
"""@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param context: A standard dictionary for contextual values """
res = super(base_action_rule_line, self).priority_get(cr, uid, context=context)
return res + crm.AVAILABLE_PRIORITIES
_columns = {
'trg_section_id': fields.many2one('crm.case.section', 'Sales Team'),
'trg_max_history': fields.integer('Maximum Communication History'),
'trg_categ_id': fields.many2one('crm.case.categ', 'Category'),
'regex_history' : fields.char('Regular Expression on Case History', size=128),
'act_section_id': fields.many2one('crm.case.section', 'Set Team to'),
'act_categ_id': fields.many2one('crm.case.categ', 'Set Category to'),
'act_mail_to_partner': fields.boolean('Mail to partner',help="Check this \
if you want the rule to send an email to the partner."),
}
base_action_rule_line()
base_action_rule()
addons/crm/crm_action_rule_view.xml
+9 -9
View File
@@ -3,9 +3,9 @@
<data>
<!-- Case rules -->
<record id="view_base_action_rule_line_form1" model="ir.ui.view">
<field name="name">base.action.rule.line.form.inherit</field>
<field name="model">base.action.rule.line</field>
<field name="inherit_id" ref="base_action_rule.view_base_action_rule_line_form"/>
<field name="name">base.action.rule.form.inherit</field>
<field name="model">base.action.rule</field>
<field name="inherit_id" ref="base_action_rule.view_base_action_rule_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<group name="partner" position="after">
@@ -19,9 +19,9 @@
</record>
<record id="view_base_action_rule_line_form2" model="ir.ui.view">
<field name="name">base.action.rule.line.form2.inherit</field>
<field name="model">base.action.rule.line</field>
<field name="inherit_id" ref="base_action_rule.view_base_action_rule_line_form"/>
<field name="name">base.action.rule.form2.inherit</field>
<field name="model">base.action.rule</field>
<field name="inherit_id" ref="base_action_rule.view_base_action_rule_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<group name="partner" position="after">
@@ -35,9 +35,9 @@
</record>
<record id="view_base_action_rule_line_form3" model="ir.ui.view">
<field name="name">base.action.rule.line.form3.inherit</field>
<field name="model">base.action.rule.line</field>
<field name="inherit_id" ref="base_action_rule.view_base_action_rule_line_form"/>
<field name="name">base.action.rule.form3.inherit</field>
<field name="model">base.action.rule</field>
<field name="inherit_id" ref="base_action_rule.view_base_action_rule_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="act_user_id" position="after">
addons/crm/crm_lead.py.moved
+198
View File
@@ -0,0 +1,198 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import fields, osv, orm
from datetime import datetime, timedelta
import crm
import math
import time
import mx.DateTime
from tools.translate import _
class crm_lead(osv.osv):
""" CRM Lead Case """
_name = "crm.lead"
_description = "Leads Cases"
_order = "priority, id desc"
_inherit = ['res.partner.address', 'crm.case']
def case_open(self, cr, uid, ids, *args):
"""
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of case's Ids
@param *args: Give Tuple Value
"""
res = super(crm_lead, self).case_open(cr, uid, ids, *args)
self.write(cr, uid, ids, {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
return res
def _compute_day(self, cr, uid, ids, fields, args, context={}):
"""
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Openday’s IDs
@return: difference between current date and log date
@param context: A standard dictionary for contextual values
"""
cal_obj = self.pool.get('resource.calendar')
res_obj = self.pool.get('resource.resource')
res = {}
for lead in self.browse(cr, uid, ids , context):
for field in fields:
res[lead.id] = {}
duration = 0
ans = False
if field == 'day_open':
if lead.date_open:
date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
date_open = datetime.strptime(lead.date_open, "%Y-%m-%d %H:%M:%S")
ans = date_open - date_create
date_until = lead.date_open
elif field == 'day_close':
if lead.date_closed:
date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
date_close = datetime.strptime(lead.date_closed, "%Y-%m-%d %H:%M:%S")
date_until = lead.date_closed
ans = date_close - date_create
if ans:
resource_id = False
if lead.user_id:
resource_ids = res_obj.search(cr, uid, [('user_id','=',lead.user_id.id)])
if len(resource_ids):
resource_id = resource_ids[0]
duration = float(ans.days)
if lead.section_id.resource_calendar_id:
duration = float(ans.days) * 24
new_dates = cal_obj.interval_get(cr,
uid,
lead.section_id.resource_calendar_id and lead.section_id.resource_calendar_id.id or False,
mx.DateTime.strptime(lead.create_date, '%Y-%m-%d %H:%M:%S'),
duration,
resource=resource_id
)
no_days = []
date_until = mx.DateTime.strptime(date_until, '%Y-%m-%d %H:%M:%S')
for in_time, out_time in new_dates:
if in_time.date not in no_days:
no_days.append(in_time.date)
if out_time > date_until:
break
duration = len(no_days)
res[lead.id][field] = abs(int(duration))
return res
_columns = {
'categ_id': fields.many2one('crm.case.categ', 'Lead Source', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.opportunity')]"),
'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.lead')]"),
'partner_name': fields.char("Contact Name", size=64),
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
'date_closed': fields.datetime('Closed', readonly=True),
'stage_id': fields.many2one('crm.case.stage', 'Stage', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.lead')]"),
'opportunity_id': fields.many2one('crm.opportunity', 'Opportunity'),
'user_id': fields.many2one('res.users', 'Salesman'),
'referred': fields.char('Referred By', size=64),
'date_open': fields.datetime('Opened', readonly=True),
'day_open': fields.function(_compute_day, string='Days to Open', \
method=True, multi='day_open', type="float", store=True),
'day_close': fields.function(_compute_day, string='Days to Close', \
method=True, multi='day_close', type="float", store=True),
'function_name': fields.char('Function', size=64),
}
_defaults = {
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
}
def convert_opportunity(self, cr, uid, ids, context=None):
""" Precomputation for converting lead to opportunity
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of closeday’s IDs
@param context: A standard dictionary for contextual values
@return: Value of action in dict
"""
if not context:
context = {}
context.update({'active_ids': ids})
data_obj = self.pool.get('ir.model.data')
data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
value = {}
view_id = False
if data_id:
view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
for case in self.browse(cr, uid, ids):
context.update({'opportunity_id': case.id})
context.update({'active_id': case.id})
if not case.partner_id:
data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_partner')
view_id1 = False
if data_id:
view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id
value = {
'name': _('Create Partner'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity.partner',
'view_id': False,
'context': context,
'views': [(view_id1, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
'nodestroy': True
}
break
else:
value = {
'name': _('Create Opportunity'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity',
'view_id': False,
'context': context,
'views': [(view_id, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
'nodestroy': True
}
return value
crm_lead()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/crm_lead_data.xml.moved
+81
View File
@@ -0,0 +1,81 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!-- CASE STATUS(stage_id) -->
<record model="crm.case.stage" id="stage_lead1">
<field name="name">New</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_lead2">
<field name="name">Assigned</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_lead3">
<field name="name">In Process</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_lead4">
<field name="name">Converted</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_lead5">
<field name="name">Recycled</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_lead6">
<field name="name">Dead</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<!-- CASE CATEGORY2(category2_id) -->
<record model="crm.case.resource.type" id="type_lead1">
<field name="name">Telesales</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_lead2">
<field name="name">Mail</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_lead3">
<field name="name">Email</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_lead4">
<field name="name">Print</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_lead5">
<field name="name">Web</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_lead6">
<field name="name">Radio</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_lead7">
<field name="name">Television</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_lead8">
<field name="name">Newsletter</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
</data>
</openerp>
addons/crm/crm_lead_demo.xml.moved
+112
View File
@@ -0,0 +1,112 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!--
((((((((((( Demo Cases )))))))))))
-->
<!--For Leads-->
<record id="crm_case_itisatelesalescampaign0" model="crm.lead">
<field name="type_id" ref="crm.type_lead1"/>
<field eval="'3'" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="'Luc Latour'" name="name"/>
<field eval="'open'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="'(726) 782-0636'" name="mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_oppor6"/>
<field name="stage_id" ref="crm.stage_lead1"/>
<field eval="'The Oil Company'" name="partner_name"/>
<field eval="'(769) 703-274'" name="phone"/>
</record>
<record id="crm_case_electonicgoodsdealer0" model="crm.lead">
<field name="type_id" ref="crm.type_lead7"/>
<field eval="'4'" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="'Marc Dufour'" name="name"/>
<field eval="'open'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="'(392) 895-7917'" name="mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_oppor2"/>
<field name="stage_id" ref="crm.stage_lead2"/>
<field eval="'Le Club SARL'" name="partner_name"/>
<field eval="'(956) 293-2595'" name="phone"/>
</record>
<record id="crm_case_developingwebapplications0" model="crm.lead">
<field name="type_id" ref="crm.type_lead5"/>
<field eval="'2'" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="'Fabien Pinckaers'" name="name"/>
<field eval="'done'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="'(820) 167-3208'" name="mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_oppor4"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field eval="'TheKompany'" name="partner_name"/>
<field eval="'(079) 681-2139'" name="phone"/>
<field eval="'contact@tecsas.fr'" name="email_from"/>
</record>
<record id="crm_case_qrecorp0" model="crm.lead">
<field name="type_id" ref="crm.type_lead8"/>
<field eval="'3'" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="'Henry Mc Coy'" name="name"/>
<field eval="'draft'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="'(077) 582-4035'" name="mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_oppor1"/>
<field name="stage_id" ref="crm.stage_lead1"/>
<field eval="'The Gas Company'" name="partner_name"/>
<field eval="'(514) 698-4118'" name="phone"/>
</record>
<record id="crm_case_itdeveloper0" model="crm.lead">
<field name="type_id" ref="crm.type_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.section_sales_department"/>
<field eval="'(333) 715-1450'" name="mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_oppor6"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field eval="'Stonage IT'" name="partner_name"/>
<field eval="'(855) 924-4364'" name="phone"/>
</record>
<record id="crm_case_mgroperations0" model="crm.lead">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_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.section_sales_department"/>
<field eval="'(468) 017-2684'" name="mobile"/>
<field name="categ_id" ref="crm.categ_oppor8"/>
<field name="stage_id" ref="crm.stage_lead6"/>
<field eval="'Opensides SPRL'" name="partner_name"/>
<field eval="'(373) 907-1009'" name="phone"/>
<field eval="'info@opensides.be'" name="email_from"/>
</record>
<record id="crm_case_vpoperations0" model="crm.lead">
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_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.section_sales_department"/>
<field eval="'(463) 014-1208'" name="mobile"/>
<field name="categ_id" ref="crm.categ_oppor4"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field eval="'Gardner Group'" name="partner_name"/>
<field eval="'(282) 603-7489'" name="phone"/>
</record>
</data>
</openerp>
addons/crm/crm_lead_menu.xml.moved
+33
View File
@@ -0,0 +1,33 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all">
<field name="name">Leads</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="search_view_id" ref="crm.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 id="base.menu_sales" name="Sales"
parent="base.menu_base_partner" sequence="1" />
<menuitem parent="base.menu_sales" name="Leads"
groups="base.group_extended"
id="menu_crm_case_categ0_act_leads"
action="crm_case_category_act_leads_all" sequence="1" />
</data>
</openerp>
addons/crm/crm_lead_view.xml.moved
+331
View File
@@ -0,0 +1,331 @@
<?xml version="1.0"?>
<openerp>
<data>
<!--Lead Stage Form view -->
<record id="crm_lead_stage_act" model="ir.actions.act_window">
<field name="name">Lead Stages</field>
<field name="res_model">crm.case.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_stage_tree"/>
<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
<field name="context">{'object_id':'crm.lead'}</field>
</record>
<menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act"
groups="base.group_extended"
parent="crm.menu_crm_case_stage" />
<!-- Resource Type Form View -->
<record id="crm_lead_resource_act" model="ir.actions.act_window">
<field name="name">Lead Resource Type</field>
<field name="res_model">crm.case.resource.type</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
<field name="context">{'object_id':'crm.lead'}</field>
</record>
<menuitem action="crm_lead_resource_act"
id="menu_crm_lead_resource_act"
groups="base.group_extended"
parent="crm.menu_crm_case_resource_type" />
<!-- CRM Lead Form View -->
<record model="ir.ui.view" id="crm_case_form_view_leads">
<field name="name">CRM - Leads Form</field>
<field name="model">crm.lead</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Leads Form">
<group colspan="4" col="7">
<field name="name" required="1"/>
<field name="priority"/>
<field name="date_deadline"/>
<button
name="convert_opportunity"
string="Convert"
help="Convert to Opportunity"
icon="gtk-index"
type="object"
attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
<newline />
<field name="section_id" colspan="1"
widget="selection" />
<field name="user_id" />
<field name="stage_id" widget="selection"
domain="[('object_id.model', '=', 'crm.lead')]" />
<group col="2" colspan="1">
<button name="stage_previous" string="Previous"
states="open,pending" type="object"
icon="gtk-go-back" />
<button name="stage_next" string="Next"
states="open,pending" type="object"
icon="gtk-go-forward" />
</group>
</group>
<notebook colspan="4">
<page string="Lead">
<group colspan="2" col="4">
<separator string="Contact" colspan="4" col="4"/>
<field name="partner_name" string="Contact Name" colspan="4"/>
<newline/>
<field domain="[('domain', '=', 'contact')]" name="title"/>
<field name="function_name" />
<field name="street" colspan="4"/>
<field name="street2" colspan="4"/>
<field name="zip"/>
<field name="city"/>
<field name="country_id"/>
<field name="state_id"/>
</group>
<group colspan="2" col="3">
<separator string="Communication" colspan="4" col="3"/>
<field name="email_from" widget="email"/>
<newline/>
<field name="phone"/>
<newline/>
<field name="fax"/>
<newline/>
<field name="mobile"/>
<newline/>
<separator string="Links" colspan="4" col="3"/>
<field name="partner_id"/>
<button
name="%(action_crm_lead2partner)d"
icon="gtk-index" type="action"
string="Create"
attrs="{'invisible':[('partner_id','!=',False)]}"/>
<field name="opportunity_id"/>
</group>
<separator colspan="4" string="Notes"/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state"/>
<button name="case_close" string="Close"
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"
groups="base.group_extended"
icon="gtk-go-up" />
<button name="case_reset"
string="Reset to Draft" states="done,cancel"
type="object" icon="gtk-convert" />
</group>
</page>
<page string="Extra Info" groups="base.group_extended">
<group colspan="2" col="2">
<separator string="Categories" colspan="2" col="2"/>
<field name="company_id"
groups="base.group_multi_company"
widget="selection" colspan="2" />
<field name="categ_id"
widget="selection"
domain="[('object_id.model', '=', 'crm.opportunity')]" />
<field name="type_id" string="Campaign" select="1"/>
<field name="referred"/>
</group>
<group colspan="2" col="2">
<separator string="Dates" colspan="2" col="2"/>
<field name="create_date"/>
<field name="write_date"/>
<field name="date_closed"/>
<field name="date_open"/>
</group>
<group colspan="2" col="2">
<separator string="Statistics" colspan="2" col="2"/>
<field name="day_open"/>
<field name="day_close"/>
</group>
</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_to"/>
<field name="email_from"/>
<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="%(action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
icon="gtk-undo" type="action" />
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email_to"/>
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email"
name="%(action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.lead'}"
icon="gtk-go-forward" type="action" />
</page>
</notebook>
</form>
</field>
</record>
<!-- CRM Lead Tree View -->
<record model="ir.ui.view" id="crm_case_tree_view_leads">
<field name="name">CRM - Leads Tree</field>
<field name="model">crm.lead</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Leads Tree" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
<field name="create_date"/>
<field name="partner_name"/>
<field name="name"/>
<field name="email_from"/>
<field name="phone"/>
<field name="categ_id" invisible="1"/>
<field name="type_id" invisible="1"/>
<field name="referred" invisible="1"/>
<field name="stage_id"/>
<button name="stage_previous" string="Previous"
states="open,pending" type="object" icon="gtk-go-back" />
<button name="stage_next" string="Next"
states="open,pending" type="object"
icon="gtk-go-forward" />
<field name="section_id"
invisible="context.get('invisible_section', True)" />
<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="Close"
states="open,draft,pending" type="object"
icon="gtk-close" />
<button string="Convert to Opportunity"
name="convert_opportunity"
states="draft,open,pending" icon="gtk-index"
type="object" />
<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>
<!-- CRM Lead Calendar View -->
<record model="ir.ui.view" id="crm_case_calendar_view_leads">
<field name="name">CRM - Leads Calendar</field>
<field name="model">crm.lead</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Meeting For Leads Generation"
date_start="create_date" color="user_id"
date_delay="duration">
<field name="name" />
<field name="partner_name" />
<field name="partner_contact" />
</calendar>
</field>
</record>
<!-- CRM Lead Search View -->
<record id="view_crm_case_leads_filter" model="ir.ui.view">
<field name="name">CRM - Leads Search</field>
<field name="model">crm.lead</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Leads">
<filter icon="terp-project"
string="Current"
default="1"
domain="[('state','in',('draft','open'))]"/>
<filter icon="terp-project"
string="Open"
domain="[('state','=','open')]"/>
<filter icon="terp-project"
string="Pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
<filter icon="gtk-home" string="Today"
domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), \
('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
help="Todays' Opportunities" />
<filter icon="gtk-media-rewind" string="7 Days"
help="Opportunities during last 7 days"
domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d')),\
('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
<separator orientation="vertical"/>
<field name="partner_name"/>
<field name="email_from"/>
<field name="user_id" widget="selection">
<filter icon="terp-partner"
domain="[('user_id','=',uid)]"
help="My Leads" default="1"
/>
<filter icon="terp-partner"
domain="[('user_id','=', False)]"
help="Unassigned Leads" />
</field>
<field name="section_id" default="context.get('section_id', False)" widget="selection"
context="{'invisible_section': False}">
<filter icon="terp-crm"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My section"/>
<filter icon="terp-crm"
context="{'invisible_section': False}"
domain="[]"
help="Show Sales Team"/>
</field>
<newline/>
<group expand="1" string="Group By..." colspan="14">
<filter string="Stage" icon="terp-crm" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="State" icon="terp-crm" domain="[]" context="{'group_by':'state'}"/>
<filter string="Source" icon="terp-crm" domain="[]" context="{'group_by':'categ_id'}"/>
<filter string="Type" icon="terp-crm" domain="[]" context="{'group_by':'type'}"/>
<separator orientation="vertical"/>
<filter string="Team" icon="terp-crm" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Salesman" icon="terp-crm" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Referrer" icon="terp-crm" domain="[]" context="{'group_by':'referred'}"/>
<separator orientation="vertical"/>
<filter string="Creation" icon="terp-project"
domain="[]" context="{'group_by':'create_date'}" />
</group>
</search>
</field>
</record>
</data>
</openerp>
addons/crm/crm_meeting_demo.xml
+8 -8
View File
@@ -17,7 +17,7 @@
<field eval="time.strftime('%Y-%m-03 10:20:03')" name="date"/>
<field name="categ_id" ref="crm.categ_meet2"/>
<field eval="&quot;Follow-up on proposal&quot;" name="name"/>
<field eval="time.strftime('%Y-%m-10')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-03 16:38:03')" name="date_deadline"/>
<field eval="6.3" name="duration"/>
</record>
@@ -32,7 +32,7 @@
<field eval="time.strftime('%Y-%m-05 12:01:01')" name="date"/>
<field name="categ_id" ref="crm.categ_meet3"/>
<field eval="&quot;Initial discussion&quot;" name="name"/>
<field eval="time.strftime('%Y-%m-12')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-05 19:01:01')" name="date_deadline"/>
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
</record>
@@ -48,9 +48,9 @@
<field eval="time.strftime('%Y-%m-12 15:55:05')" name="date"/>
<field name="categ_id" ref="crm.categ_meet1"/>
<field eval="&quot;Discuss pricing&quot;" name="name"/>
<field eval="time.strftime('%Y-%m-20')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-12 18:55:05')" name="date_deadline"/>
</record>
<record id="crm_case_reviewneeds0" model="crm.meeting">
<field name="partner_address_id" ref="base.res_partner_address_15"/>
<field eval="1" name="active"/>
@@ -62,9 +62,9 @@
<field eval="time.strftime('%Y-%m-20 10:02:02')" name="date"/>
<field name="categ_id" ref="crm.categ_meet3"/>
<field eval="&quot;Review needs&quot;" name="name"/>
<field eval="time.strftime('%Y-%m-25')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-20 16:02:02')" name="date_deadline"/>
</record>
<record id="crm_case_changesindesigning0" model="crm.meeting">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
@@ -76,7 +76,7 @@
<field eval="time.strftime('%Y-%m-22 11:05:05')" name="date"/>
<field name="categ_id" ref="crm.categ_meet2"/>
<field eval="&quot;Changes in Designing&quot;" name="name"/>
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-22 16:05:05')" name="date_deadline"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>
@@ -91,7 +91,7 @@
<field name="categ_id" ref="crm.categ_meet2"/>
<field eval="&quot;Update the data&quot;" name="name"/>
<field eval="13.3" name="duration"/>
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-19 02:30:49')" name="date_deadline"/>
</record>
</data>
</openerp>
addons/crm/crm_meeting_view.xml
+9 -6
View File
@@ -25,12 +25,15 @@
<field name="arch" type="xml">
<form string="Meetings">
<group col="6" colspan="4">
<field name="name" select="1" string="Summary"
colspan="4" />
<field name="categ_id" widget="selection"
string="Meeting Type"
groups="base.group_extended"
domain="[('object_id.model', '=', 'crm.meeting')]" />
<group col="6" colspan="6">
<field name="name" select="1" string="Summary"
colspan="2" />
<field name="categ_id" widget="selection"
string="Meeting Type"
groups="base.group_extended"
domain="[('object_id.model', '=', 'crm.meeting')]" />
<field name="allday" colspan="2" on_change="onchange_allday(allday)" />
</group>
<newline/>
<field name="date" string="Start Date" required="1"
on_change="onchange_dates(date,duration,False)" />
addons/crm/crm_opportunity.py
+1 -2
View File
@@ -231,7 +231,7 @@ class crm_opportunity(osv.osv):
}
value = {
'name': _('Meetings'),
'domain': "[('user_id','=',%s)]" % (uid),
'domain': "[('user_id','=',%s),('opportunity_id','=',%s)]" % (uid,opp.id),
'context': context,
'view_type': 'form',
'view_mode': 'calendar,form,tree',
@@ -242,7 +242,6 @@ class crm_opportunity(osv.osv):
'search_view_id': res['res_id'],
'nodestroy': True
}
return value
crm_opportunity()
addons/crm/crm_opportunity.py.moved
+249
View File
@@ -0,0 +1,249 @@
#-*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from datetime import datetime
from osv import fields,osv,orm
from tools.translate import _
import crm
import time
import mx.DateTime
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Lost'),
('done', 'Converted'),
('pending','Pending')
]
class crm_opportunity(osv.osv):
""" Opportunity Cases """
_name = "crm.opportunity"
_description = "Opportunity Cases"
_order = "priority,date_action,id desc"
_inherit = 'crm.case'
def case_open(self, cr, uid, ids, *args):
"""
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of case's Ids
@param *args: Give Tuple Value
"""
res = super(crm_opportunity, self).case_open(cr, uid, ids, *args)
self.write(cr, uid, ids, {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
return res
def _compute_day(self, cr, uid, ids, fields, args, context={}):
"""
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Openday’s IDs
@return: difference between current date and log date
@param context: A standard dictionary for contextual values
"""
cal_obj = self.pool.get('resource.calendar')
res_obj = self.pool.get('resource.resource')
res = {}
for opportunity in self.browse(cr, uid, ids , context):
for field in fields:
res[opportunity.id] = {}
duration = 0
ans = False
if field == 'day_open':
if opportunity.date_open:
date_create = datetime.strptime(opportunity.create_date, "%Y-%m-%d %H:%M:%S")
date_open = datetime.strptime(opportunity.date_open, "%Y-%m-%d %H:%M:%S")
ans = date_open - date_create
date_until = opportunity.date_open
elif field == 'day_close':
if opportunity.date_closed:
date_create = datetime.strptime(opportunity.create_date, "%Y-%m-%d %H:%M:%S")
date_close = datetime.strptime(opportunity.date_closed, "%Y-%m-%d %H:%M:%S")
date_until = opportunity.date_closed
ans = date_close - date_create
if ans:
resource_id = False
if opportunity.user_id:
resource_ids = res_obj.search(cr, uid, [('user_id','=',opportunity.user_id.id)])
if resource_ids and len(resource_ids):
resource_id = resource_ids[0]
duration = float(ans.days)
if opportunity.section_id.resource_calendar_id:
duration = float(ans.days) * 24
new_dates = cal_obj.interval_get(cr,
uid,
opportunity.section_id.resource_calendar_id and opportunity.section_id.resource_calendar_id.id or False,
mx.DateTime.strptime(opportunity.create_date, '%Y-%m-%d %H:%M:%S'),
duration,
resource=resource_id
)
no_days = []
date_until = mx.DateTime.strptime(date_until, '%Y-%m-%d %H:%M:%S')
for in_time, out_time in new_dates:
if in_time.date not in no_days:
no_days.append(in_time.date)
if out_time > date_until:
break
duration = len(no_days)
res[opportunity.id][field] = abs(int(duration))
return res
_columns = {
'stage_id': fields.many2one ('crm.case.stage', 'Stage', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.opportunity')]"),
'categ_id': fields.many2one('crm.case.categ', 'Category', \
domain="[('section_id','=',section_id), \
('object_id.model', '=', 'crm.opportunity')]"),
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
'referred': fields.char('Referred By', size=64),
'probability': fields.float('Probability (%)'),
'planned_revenue': fields.float('Expected Revenue'),
'ref': fields.reference('Reference', selection=crm._links_get, size=128),
'ref2': fields.reference('Reference 2', selection=crm._links_get, size=128),
'date_closed': fields.datetime('Closed', readonly=True),
'user_id': fields.many2one('res.users', 'Salesman'),
'phone': fields.char("Phone", size=64),
'date_deadline': fields.date('Expected Closing'),
'date_action': fields.date('Next Action'),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True,
help='The state is set to \'Draft\', when a case is created.\
\nIf the case is in progress the state is set to \'Open\'.\
\nWhen the case is over, the state is set to \'Done\'.\
\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
'date_open': fields.datetime('Opened', readonly=True),
'day_open': fields.function(_compute_day, string='Days to Open', \
method=True, multi='day_open', type="float", store=True),
'day_close': fields.function(_compute_day, string='Days to Close', \
method=True, multi='day_close', type="float", store=True),
}
def onchange_stage_id(self, cr, uid, ids, stage_id, context={}):
""" @param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of stage’s IDs
@stage_id: change state id on run time """
if not stage_id:
return {'value':{}}
stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context)
if not stage.on_change:
return {'value':{}}
return {'value':{'probability':stage.probability}}
def stage_next(self, cr, uid, ids, context={}):
""" @param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of stage next’s IDs
@param context: A standard dictionary for contextual values """
res = super(crm_opportunity, self).stage_next(cr, uid, ids, context=context)
for case in self.browse(cr, uid, ids, context):
if case.stage_id and case.stage_id.on_change:
self.write(cr, uid, [case.id], {'probability': case.stage_id.probability})
return res
def stage_previous(self, cr, uid, ids, context={}):
""" @param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of stage previous’s IDs
@param context: A standard dictionary for contextual values """
res = super(crm_opportunity, self).stage_previous(cr, uid, ids, context=context)
for case in self.browse(cr, uid, ids, context):
if case.stage_id and case.stage_id.on_change:
self.write(cr, uid, [case.id], {'probability': case.stage_id.probability})
return res
_defaults = {
'company_id': lambda s,cr,uid,c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.opportunity', context=c),
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
'state' : 'draft',
}
def action_makeMeeting(self, cr, uid, ids, context=None):
"""
This opens Meeting's calendar view to schedule meeting on current Opportunity
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Opportunity to Meeting IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Meeting view
"""
value = {}
for opp in self.browse(cr, uid, ids):
data_obj = self.pool.get('ir.model.data')
# Get meeting views
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
res = data_obj.read(cr, uid, result, ['res_id'])
id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet')
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet')
id3 = data_obj._get_id(cr, uid, 'crm', '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
context = {
'default_opportunity_id': opp.id,
'default_partner_id': opp.partner_id and opp.partner_id.id or False,
'default_section_id': opp.section_id and opp.section_id.id or False,
'default_email_from': opp.email_from,
'default_state': 'open',
'default_name': opp.name
}
value = {
'name': _('Meetings'),
'domain': "[('user_id','=',%s)]" % (uid),
'context': context,
'view_type': 'form',
'view_mode': 'calendar,form,tree',
'res_model': 'crm.meeting',
'view_id': False,
'views': [(id1, 'calendar'), (id2, 'form'), (id3, 'tree')],
'type': 'ir.actions.act_window',
'search_view_id': res['res_id'],
'nodestroy': True
}
return value
crm_opportunity()
addons/crm/crm_opportunity_data.xml.moved
+95
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<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.categ" id="categ_oppor1">
<field name="name">Existing Customer</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor2">
<field name="name">Self Generated</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor3">
<field name="name">Employee</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor4">
<field name="name">Partner</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor5">
<field name="name">Campaign</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor6">
<field name="name">Website</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor7">
<field name="name">Word of mouth</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor8">
<field name="name">Other</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<!-- CASE STATUS(stage_id) -->
<record model="crm.case.stage" id="stage_oppor1">
<field name="name">Prospecting</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_oppor2">
<field name="name">Needs Analysis</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_oppor3">
<field name="name">Value Proposition</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_oppor4">
<field name="name">Proposal/Price Quote</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_oppor5">
<field name="name">Negotiation/Review</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_oppor6">
<field name="name">Closed Won</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_oppor7">
<field name="name">Closed Lost</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<!-- Case Resource(type_id) -->
<record model="crm.case.resource.type" id="type_oppor1">
<field name="name">Existing Business</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_oppor2">
<field name="name">New Business</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.opportunity')]" model="ir.model"/>
</record>
</data>
</openerp>
addons/crm/crm_opportunity_demo.xml.moved
+88
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<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!--
((((((((((( Demo Cases )))))))))))
-->
<!--For Opportunity-->
<record id="crm_case_construstazunits0" model="crm.opportunity">
<field eval="60" name="probability"/>
<field name="partner_address_id" ref="base.res_partner_address_zen"/>
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_oppor1"/>
<field name="partner_id" ref="base.res_partner_3"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="85000.0" name="planned_revenue"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="categ_id" ref="crm.categ_oppor1"/>
<field name="stage_id" ref="crm.stage_oppor3"/>
<field eval="&quot;CONS TRUST (AZ) 529701 - 1000 units&quot;" name="name"/>
</record>
<record id="crm_case_rdroundfundingunits0" model="crm.opportunity">
<field name="partner_address_id" ref="base.res_partner_address_15"/>
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_oppor2"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;draft&quot;" name="state"/>
<field eval="45000.0" name="planned_revenue"/>
<field eval="50" name="probability"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="categ_id" ref="crm.categ_oppor5"/>
<field name="stage_id" ref="crm.stage_oppor1"/>
<field eval="&quot;3rd Round Funding - 1000 units &quot;" name="name"/>
</record>
<record id="crm_case_mediapoleunits0" model="crm.opportunity">
<field eval="10" name="probability"/>
<field name="partner_address_id" ref="base.res_partner_address_3"/>
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_oppor1"/>
<field name="partner_id" ref="base.res_partner_8"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;pending&quot;" name="state"/>
<field eval="55000.0" name="planned_revenue"/>
<field eval="70" name="probability"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="categ_id" ref="crm.categ_oppor7"/>
<field name="stage_id" ref="crm.stage_oppor5"/>
<field eval="&quot;Mediapole - 5000 units&quot;" name="name"/>
<field eval="&quot;info@mediapole.net&quot;" name="email_from"/>
</record>
<record id="crm_case_abcfuelcounits0" model="crm.opportunity">
<field eval="40" name="probability"/>
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_oppor1"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="45000.0" name="planned_revenue"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="categ_id" ref="crm.categ_oppor5"/>
<field name="stage_id" ref="crm.stage_oppor4"/>
<field eval="&quot;ABC FUEL CO 829264 - 1000 units &quot;" name="name"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>
<record id="crm_case_dirtminingltdunits0" model="crm.opportunity">
<field eval="80" name="probability"/>
<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="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;done&quot;" name="state"/>
<field eval="42000.0" name="planned_revenue"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="categ_id" ref="crm.categ_oppor2"/>
<field name="stage_id" ref="crm.stage_oppor6"/>
<field eval="&quot;Dirt Mining Ltd 271742 - 1000 units&quot;" name="name"/>
</record>
</data>
</openerp>
addons/crm/crm_opportunity_menu.xml
+2 -2
View File
@@ -18,8 +18,8 @@
res_model="crm.phonecall"
src_model="crm.opportunity"
view_mode="calendar,tree,form"
context="{'default_duration': 1.0}"
domain="[('user_id','=',uid)]"
context="{'default_duration': 1.0 ,'default_opportunity_id': active_id}"
domain="[('user_id','=',uid),('opportunity_id', '=', active_id)]"
view_type="form"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
addons/crm/crm_opportunity_menu.xml.moved
+57
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<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<act_window
id="act_crm_opportunity_crm_meeting_new"
name="Meetings"
res_model="crm.meeting"
src_model="crm.opportunity"
view_mode="tree,form,calendar,"
context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
domain="[('user_id','=',uid), ('opportunity_id', '=', active_id)]"
view_type="form"/>
<act_window
id="act_crm_opportunity_crm_phonecall_new"
name="Phone calls"
res_model="crm.phonecall"
src_model="crm.opportunity"
view_mode="calendar,tree,form"
context="{'default_duration': 1.0}"
domain="[('user_id','=',uid)]"
view_type="form"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
<field name="name">Opportunities</field>
<field name="res_model">crm.opportunity</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="search_view_id" ref="crm.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_opportunity"/>
<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
</record>
<menuitem id="base.menu_sales" name="Sales"
parent="base.menu_base_partner" sequence="1" />
<menuitem name="Opportunities" id="menu_crm_case_opp"
parent="base.menu_sales" action="crm_case_category_act_oppor11"
sequence="2" />
</data>
</openerp>
addons/crm/crm_opportunity_view.xml.moved
+329
View File
@@ -0,0 +1,329 @@
<?xml version="1.0"?>
<openerp>
<data>
<!-- Opportunity Categories Form View -->
<record id="crm_opportunity_categ_action" model="ir.actions.act_window">
<field name="name">Opportunity Categories</field>
<field name="res_model">crm.case.categ</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
<field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
<field name="context">{'object_id':'crm.opportunity'}</field>
</record>
<menuitem action="crm_opportunity_categ_action"
id="menu_crm_case_opportunity-act"
parent="crm.menu_crm_case_categ" />
<!-- Opportunity Stages Form View-->
<record id="crm_opportunity_stage_act" model="ir.actions.act_window">
<field name="name">Opportunity Stages</field>
<field name="res_model">crm.case.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_stage_tree"/>
<field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
<field name="context">{'object_id':'crm.opportunity'}</field>
</record>
<menuitem action="crm_opportunity_stage_act"
id="menu_crm_opportunity_stage_act"
parent="crm.menu_crm_case_stage" />
<!-- Opportunity Resource Type Form View -->
<record id="crm_opportunity_resource_act" model="ir.actions.act_window">
<field name="name">Opportunity Resource Type</field>
<field name="res_model">crm.case.resource.type</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
<field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
<field name="context">{'object_id':'crm.opportunity'}</field>
</record>
<menuitem action="crm_opportunity_resource_act"
id="menu_crm_opportunity_resource_act"
parent="crm.menu_crm_case_resource_type" />
<!-- Opportunities Form View -->
<record model="ir.ui.view" id="crm_case_form_view_oppor">
<field name="name">Opportunities</field>
<field name="model">crm.opportunity</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Opportunities">
<group colspan="4" col="7">
<field name="name" string="Opportunity"/>
<label string="Stage:" align="1.0"/>
<group colspan="1" col="4">
<field name="stage_id" nolabel="1"
on_change="onchange_stage_id(stage_id)"
widget="selection"
domain="[('object_id.model', '=', 'crm.opportunity')]" />
<button name="stage_previous"
states="open,pending" type="object"
icon="gtk-go-back" string="" />
<button name="stage_next" states="open,pending"
type="object" icon="gtk-go-forward" string="" />
</group>
<field name="user_id"/>
<button name="action_makeMeeting" type="object"
string="Schedule Meeting" icon="gtk-redo" />
<field name="planned_revenue"/>
<field name="probability"/>
<field name="date_deadline" string="Expected Closing"/>
<button string="Schedule Call"
name="%(opportunity2phonecall_act)d" icon="gtk-redo" type="action" />
<newline/>
<field name="date_action"/>
<field name="priority" string="Priority"/>
</group>
<notebook colspan="4">
<page string="Opportunity">
<group col="3" colspan="2">
<separator colspan="4" string="Contacts"/>
<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" string="Email" />
<field name="phone"/>
</group>
<group col="2" colspan="2">
<separator colspan="2" string="Categorization"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="categ_id" select="1"
string="Category" widget="selection"
domain="[('object_id.model', '=', 'crm.opportunity')]" />
</group>
<separator colspan="4" string="Details"/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state"/>
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_escalate" string="Escalate"
states="open,draft,pending" type="object"
groups="base.group_extended"
icon="gtk-go-up" />
<button name="case_pending" string="Pending"
states="draft,open" type="object"
icon="gtk-media-pause" />
<button name="case_close" string="Mark Won"
states="open,draft,pending" type="object"
icon="gtk-close" />
<button name="case_cancel" string="Mark Lost"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
<button name="case_reset" string="Reset to New"
states="done,cancel" type="object"
icon="gtk-convert" />
</group>
</page>
<page string="History" groups="base.group_extended">
<group col="2" colspan="2">
<separator string="Dates" colspan="2"/>
<field name="create_date"/>
<field name="write_date"/>
<field name="date_closed"/>
<field name="date_open"/>
</group>
<group col="2" colspan="2">
<separator string="Misc" colspan="2"/>
<field name="active"/>
<field name="day_open"/>
<field name="day_close"/>
<field name="referred"/>
</group>
<separator colspan="4" string="References"/>
<field name="ref"/>
<field name="ref2"/>
<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"/>
</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_to"/>
<field name="email_from"/>
<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="%(action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.opportunity'}"
icon="gtk-undo" type="action" />
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email_to"/>
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email"
name="%(action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.opportunity'}"
icon="gtk-go-forward" type="action" />
</page>
</notebook>
</form>
</field>
</record>
<!-- Opportunities Tree View -->
<record model="ir.ui.view" id="crm_case_tree_view_oppor">
<field name="name">Opportunities Tree</field>
<field name="model">crm.opportunity</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel','done')">
<field name="create_date"/>
<field name="name" string="Opportunity"/>
<field name="partner_id"/>
<field name="stage_id"/>
<field name="categ_id" invisible="1"/>
<button name="stage_previous" string="Previous"
states="open,pending" type="object" icon="gtk-go-back" />
<button name="stage_next" string="Next"
states="open,pending" type="object"
icon="gtk-go-forward" />
<field name="planned_revenue" sum="Total of Planned Revenue"/>
<field name="probability" widget="progressbar" avg="Avg. of Probability"/>
<field name="date_action"/>
<field name="section_id"/>
<field name="user_id"/>
<field name="priority"/>
<field name="state"/>
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_close" string="Won"
states="open,draft,pending" type="object"
icon="gtk-close" />
<button name="case_pending" string="Pending"
states="open,draft" type="object"
icon="gtk-media-pause" />
<button name="case_cancel" string="Lost"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
</tree>
</field>
</record>
<!-- Opportunities Graph View -->
<record model="ir.ui.view" id="crm_case_graph_view_opportunity">
<field name="name">CRM - Opportunity Graph</field>
<field name="model">crm.opportunity</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Opportunity by Categories" type="bar" orientation="horizontal">
<field name="categ_id"/>
<field name="planned_revenue" operator="+"/>
<field name="state" group="True"/>
</graph>
</field>
</record>
<!-- Opportunities Search View -->
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
<field name="name">CRM - Opportunities Search</field>
<field name="model">crm.opportunity</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Opportunities">
<filter icon="terp-project"
string="Current"
default="1"
domain="[('state','in',('draft','open'))]"/>
<filter icon="terp-project"
string="Open"
domain="[('state','=','open')]"/>
<filter icon="terp-project"
string="Pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
<filter icon="gtk-home" string="Today"
domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
help="Todays' Opportunities" />
<filter icon="gtk-media-rewind" string="7 Days"
help="Opportunities during last 7 days"
domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d')),\
('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
<separator orientation="vertical"/>
<field name="name" string="Opportunity"/>
<field name="partner_id"/>
<field name="user_id" widget="selection">
<filter icon="terp-partner"
domain="[('user_id','=',uid)]"
help="My Opportunities" default="1"
/>
<filter icon="terp-partner"
domain="[('user_id','=', False)]"
help="Unassigned Opportunities" />
</field>
<field name="section_id"
default="context.get('section_id', False)" select="1"
widget="selection">
<filter icon="terp-crm"
domain="[('section_id','=',context.get('section_id',False))]"
help="My section" />
</field>
<newline/>
<group expand="1" string="Group By..." colspan="16">
<filter string="Stage" icon="terp-crm" domain="[]"
context="{'group_by':'stage_id'}" />
<filter string="Priority" icon="terp-crm" domain="[]"
context="{'group_by':'priority'}" />
<filter string="Category" icon="terp-crm"
domain="[]" context="{'group_by':'categ_id'}" />
<separator orientation="vertical" />
<filter string="Partner" icon="terp-crm" domain="[]"
context="{'group_by':'partner_id'}" />
<filter string="Salesman" icon="terp-crm"
domain="[]" context="{'group_by':'user_id'}" />
<separator orientation="vertical" />
<filter string="Creation" icon="terp-project"
domain="[]" context="{'group_by':'create_date'}" />
<filter string="Exp.Closing" icon="terp-project"
domain="[]" context="{'group_by':'date_deadline'}" />
</group>
</search>
</field>
</record>
</data>
</openerp>
addons/crm/report/__init__.py
+2 -3
View File
@@ -21,10 +21,9 @@
#import report_businessopp
import crm_report
import crm_claim_report
import crm_lead_report
import crm_opportunity_report
import crm_phonecall_report
import crm_fundraising_report
import crm_helpdesk_report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/report/crm_lead_report.py.moved
+88
View File
@@ -0,0 +1,88 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import fields,osv
import tools
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Cancelled'),
('done', 'Closed'),
('pending','Pending')
]
class crm_lead_report(osv.osv):
""" CRM Lead Report """
_name = "crm.lead.report"
_auto = False
_inherit = "crm.case.report"
_description = "CRM Lead Report"
_columns = {
'delay_close': fields.float('Delay to close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
'categ_id': fields.many2one('crm.case.categ', 'Category',\
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.lead')]" , readonly=True),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.lead')]", readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
}
def init(self, cr):
"""
CRM Lead Report
@param cr: the current row, from the database cursor
"""
tools.drop_view_if_exists(cr, 'crm_lead_report')
cr.execute("""
create or replace view crm_lead_report as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
to_char(c.create_date, 'YYYY-MM-DD') as day,
c.state as state,
c.user_id,
c.stage_id,
c.company_id,
c.section_id,
c.categ_id,
c.partner_id,
count(*) as nbr,
0 as avg_answers,
0.0 as perc_done,
0.0 as perc_cancel,
date_trunc('day',c.create_date) as create_date,
avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
from
crm_lead c
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),\
c.state, c.user_id,c.section_id,c.stage_id,categ_id,c.partner_id,c.company_id
,c.create_date,to_char(c.create_date, 'YYYY-MM-DD')
)""")
crm_lead_report()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/report/crm_lead_report_view.xml.moved
+116
View File
@@ -0,0 +1,116 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!-- Leads by user and section Tree View -->
<record id="view_report_crm_lead_tree" model="ir.ui.view">
<field name="name">crm.lead.report.tree</field>
<field name="model">crm.lead.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Leads">
<field name="name" invisible="1"/>
<field name="month" invisible="1"/>
<field name="section_id" invisible="1"/>
<field name="user_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="day" invisible="1"/>
<field name="nbr" string="#Leads" sum="#Leads"/>
<field name="delay_close" sum='Avg Closing Delay'/>
<field name="state" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
</tree>
</field>
</record>
<!-- Leads by user and section Form View -->
<record id="view_report_crm_lead_form" model="ir.ui.view">
<field name="name">crm.lead.report.form</field>
<field name="model">crm.lead.report</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<field name="stage_id"/>
</field>
</field>
</record>
<!-- Leads by user and section Graph View -->
<record id="view_report_crm_lead_graph" model="ir.ui.view">
<field name="name">crm.lead.report.graph</field>
<field name="model">crm.lead.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Leads" type="bar">
<field name="state"/>
<field name="nbr" operator="+"/>
<field group="True" name="user_id"/>
</graph>
</field>
</record>
<!-- Leads by user and section Search View -->
<record id="view_report_crm_lead_filter" model="ir.ui.view">
<field name="name">crm.lead.report.select</field>
<field name="model">crm.lead.report</field>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<data>
<xpath expr='//search[@string="Search"]/group[@string="Extended options..."]/filter[@string="Cancel"]' position='after'>
<group>
<separator orientation="vertical"/>
<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
</group>
</xpath>
<xpath
expr='//search[@string="Search"]/group[@string="Group By..."]/filter[@string="State"]'
position='after'>
<filter string="Stage" icon="terp-sale" domain="[]"
context="{'group_by':'stage_id'}" />
</xpath>
</data>
</field>
</record>
<!-- Leads by user and section Action -->
<record id="action_report_crm_lead" model="ir.actions.act_window">
<field name="name">Leads</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
<field name="search_view_id" ref="view_report_crm_lead_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_report_crm_lead_tree"/>
<field name="act_window_id" ref="action_report_crm_lead"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_lead_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_report_crm_lead_graph"/>
<field name="act_window_id" ref="action_report_crm_lead"/>
</record>
<menuitem name="Leads" id="menu_report_crm_leads_tree"
groups="base.group_extended"
parent="base.next_id_64" action="action_report_crm_lead" />
</data>
</openerp>
addons/crm/report/crm_opportunity_report.py.moved
+100
View File
@@ -0,0 +1,100 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import fields,osv
import tools
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Cancelled'),
('done', 'Closed'),
('pending','Pending')
]
class crm_opportunity_report(osv.osv):
""" CRM Opportunity Report """
_name = "crm.opportunity.report"
_auto = False
_inherit = "crm.case.report"
_description = "CRM Opportunity Report"
_columns = {
'probability': fields.float('Avg. Probability', readonly=True,group_operator='avg'),
'amount_revenue': fields.float('Est.Revenue', readonly=True),
'amount_revenue_prob': fields.float('Est. Rev*Prob.', readonly=True),
'delay_close': fields.float('Delay to close',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
'categ_id': fields.many2one('crm.case.categ', 'Category',\
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.opportunity')]", readonly=True),
'stage_id':fields.many2one('crm.case.stage', 'Stage',\
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.opportunity')]", readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'user_id':fields.many2one('res.users', 'User', readonly=True),
}
def init(self, cr):
""" Display Est.Revenue , Average Probability ,Est.Revenue Probability
@param cr: the current row, from the database cursor
"""
tools.drop_view_if_exists(cr, 'crm_opportunity_report')
cr.execute("""
create or replace view crm_opportunity_report as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
to_char(c.create_date, 'YYYY-MM-DD') as day,
c.state as state,
c.user_id,
c.section_id,
c.categ_id,
c.stage_id,
c.partner_id,
c.company_id,
count(*) as nbr,
0 as avg_answers,
0.0 as perc_done,
0.0 as perc_cancel,
date_trunc('day',c.create_date) as create_date,
sum(planned_revenue) as amount_revenue,
sum((planned_revenue*probability)/100.0)::decimal(16,2) as amount_revenue_prob,
avg(probability)::decimal(16,2) as probability,
avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
from
crm_opportunity c
group by
to_char(c.create_date, 'YYYY'),
to_char(c.create_date, 'MM'),
to_char(c.create_date, 'YYYY-MM-DD'),
c.state,
c.user_id,
c.section_id,
c.stage_id,
c.categ_id,
c.partner_id,
company_id,
create_date
)""")
crm_opportunity_report()
addons/crm/report/crm_opportunity_report_view.xml.moved
+122
View File
@@ -0,0 +1,122 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!-- Opportunities by user and section Tree View -->
<record id="view_report_crm_opportunity_tree" model="ir.ui.view">
<field name="name">crm.opportunity.report.tree</field>
<field name="model">crm.opportunity.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Opportunities">
<field name="name" invisible="1"/>
<field name="month" invisible="1"/>
<field name="section_id" invisible="1"/>
<field name="user_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="nbr" string="#Opportunities" sum="#Opportunities"/>
<field name="amount_revenue" sum="Total Revenue"/>
<field name="probability" widget="progressbar" avg="Probability"/>
<field name="amount_revenue_prob" sum="Est. Rev*Prob"/>
<field name="delay_close" avg="Avg Closing Delay"/>
<field name="state" invisible="1"/>
<field name="stage_id" invisible="1"/>
<field name="categ_id" invisible="1"/>
<field name="day" invisible="1"/>
</tree>
</field>
</record>
<!-- Opportunities by user and section Form View -->
<record id="view_report_crm_opportunity_form" model="ir.ui.view">
<field name="name">crm.opportunity.report.form</field>
<field name="model">crm.opportunity.report</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_costs"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
</field>
</record>
<!-- Opportunities by user and section Graph View -->
<record id="view_report_crm_opportunity_graph" model="ir.ui.view">
<field name="name">crm.opportunity.report.graph</field>
<field name="model">crm.opportunity.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Opportunity" type="bar">
<field name="state"/>
<field name="nbr" operator="+"/>
<field group="True" name="user_id"/>
</graph>
</field>
</record>
<!-- Opportunities by user and section Search View -->
<record id="view_report_crm_opportunity_filter" model="ir.ui.view">
<field name="name">crm.opportunity.report.select</field>
<field name="model">crm.opportunity.report</field>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<data>
<xpath expr='//search[@string="Search"]/group[@string="Extended options..."]/filter[@string="Cancel"]' position='after'>
<group>
<separator orientation="vertical"/>
<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
</group>
</xpath>
<xpath
expr='//search[@string="Search"]/group[@string="Group By..."]/filter[@string="State"]'
position='after'>
<filter string="Stage" icon="terp-sale" domain="[]"
context="{'group_by':'stage_id'}" />
<separator orientation="vertical" />
<filter string="Partner" icon="terp-partner"
domain="[]" context="{'group_by':'partner_id'}" />
</xpath>
</data>
</field>
</record>
<!-- Opportunities by user and section Action -->
<record id="action_report_crm_opportunity" model="ir.actions.act_window">
<field name="name">Opportunities</field>
<field name="res_model">crm.opportunity.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="search_view_id" ref="view_report_crm_opportunity_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_tree">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_report_crm_opportunity_tree"/>
<field name="act_window_id" ref="action_report_crm_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_report_crm_opportunity_graph"/>
<field name="act_window_id" ref="action_report_crm_opportunity"/>
</record>
<menuitem name="Opportunities"
action="action_report_crm_opportunity"
id="menu_report_crm_opportunity_tree" parent="base.next_id_64" />
</data>
</openerp>
addons/crm/security/ir.model.access.csv
+8 -6
View File
@@ -5,10 +5,9 @@
"access_crm_case_categ","crm.case.categ","model_crm_case_categ","crm.group_crm_user",1,0,0,0
"access_crm_case_manger","crm.case manager","model_crm_case","crm.group_crm_user",1,1,1,1
"access_crm_case","crm.case","model_crm_case","crm.group_crm_manager",1,1,1,1
"access_crm_claim","crm.claim","model_crm_claim","crm.group_crm_manager",1,1,1,1
"access_crm_fundraising","crm.fundraising","model_crm_fundraising","crm.group_crm_manager",1,1,1,1
"access_crm_helpdesk","crm.helpdesk","model_crm_helpdesk","crm.group_crm_manager",1,1,1,1
"access_crm_meeting","crm.meeting","model_crm_meeting","crm.group_crm_manager",1,1,1,1
"access_crm_lead","crm.lead","model_crm_lead","crm.group_crm_manager",1,1,1,1
"access_crm_opportunity","crm.opportunity","model_crm_opportunity","crm.group_crm_manager",1,1,1,1
"access_crm_phonecall","crm.phonecall","model_crm_phonecall","crm.group_crm_manager",1,1,1,1
"access_crm_case_log","crm.case.log","model_crm_case_log","crm.group_crm_user",1,1,1,1
"access_crm_case_history","crm.case.history","model_crm_case_history","crm.group_crm_user",1,1,1,1
@@ -24,13 +23,16 @@
"access_crm_case_resource_type_manager","crm_case_resource_type manager","model_crm_case_resource_type","crm.group_crm_manager",1,1,1,1
"access_crm_case_report_user","crm.case.report","model_crm_case_report","crm.group_crm_user",1,0,0,0
"access_crm_case_report_manager","crm.case.report manager","model_crm_case_report","crm.group_crm_manager",1,1,1,1
"access_crm_claim_report_user","crm.claim.report","model_crm_claim_report","crm.group_crm_user",1,0,0,0
"access_crm_fundraising_report_user","crm.fundraising.report","model_crm_fundraising_report","crm.group_crm_user",1,0,0,0
"access_crm_lead_report_user","crm.lead.report","model_crm_lead_report","crm.group_crm_user",1,0,0,0
"access_crm_phonecall_report_user","crm.phonecall.report","model_crm_phonecall_report","crm.group_crm_user",1,0,0,0
"access_crm_opportunity_report_user","crm.opportunity.report","model_crm_opportunity_report","crm.group_crm_user",1,0,0,0
"access_report_crm_case_service_dashboard","report.crm.case.service.dashboard","model_report_crm_case_service_dashboard","crm.group_crm_user",1,0,0,0
"access_crm_lead2partner","crm.lead2partner","model_crm_lead2partner","crm.group_crm_user",1,1,1,1
"access_crm_lead2opportunity","crm.lead2opportunity","model_crm_lead2opportunity","crm.group_crm_user",1,1,1,1
"access_crm_opportunity2phonecall","crm.opportunity2phonecall","model_crm_opportunity2phonecall","crm.group_crm_user",1,1,1,1
"access_crm_phonecall2phonecall","crm.phonecall2phonecall","model_crm_phonecall2phonecall","crm.group_crm_user",1,1,1,1
"access_crm_phonecall2partner","crm.phonecall2partner","model_crm_phonecall2partner","crm.group_crm_user",1,1,1,1
"access_crm_phonecall2opportunity","crm.phonecall2opportunity","model_crm_phonecall2opportunity","crm.group_crm_user",1,1,1,1
"access_report_crm_helpdesk","report.crm.helpdesk","model_crm_helpdesk_report","crm.group_crm_user",1,1,1,1
"access_crm_send_mail","crm.send.mail","model_crm_send_mail","crm.group_crm_user",1,1,1,1
"access_crm_partner2opportunity","crm.partner2opportunity","model_crm_partner2opportunity","crm.group_crm_user",1,1,1,1
"access_crm_lead2opportunity_partner","crm.lead2opportunity.partner","model_crm_lead2opportunity_partner","crm.group_crm_user",1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
5 access_crm_case_categ crm.case.categ model_crm_case_categ crm.group_crm_user 1 0 0 0
6 access_crm_case_manger crm.case manager model_crm_case crm.group_crm_user 1 1 1 1
7 access_crm_case crm.case model_crm_case crm.group_crm_manager 1 1 1 1
access_crm_claim crm.claim model_crm_claim crm.group_crm_manager 1 1 1 1
access_crm_fundraising crm.fundraising model_crm_fundraising crm.group_crm_manager 1 1 1 1
access_crm_helpdesk crm.helpdesk model_crm_helpdesk crm.group_crm_manager 1 1 1 1
8 access_crm_meeting crm.meeting model_crm_meeting crm.group_crm_manager 1 1 1 1
9 access_crm_lead crm.lead model_crm_lead crm.group_crm_manager 1 1 1 1
10 access_crm_opportunity crm.opportunity model_crm_opportunity crm.group_crm_manager 1 1 1 1
11 access_crm_phonecall crm.phonecall model_crm_phonecall crm.group_crm_manager 1 1 1 1
12 access_crm_case_log crm.case.log model_crm_case_log crm.group_crm_user 1 1 1 1
13 access_crm_case_history crm.case.history model_crm_case_history crm.group_crm_user 1 1 1 1
23 access_crm_case_resource_type_manager crm_case_resource_type manager model_crm_case_resource_type crm.group_crm_manager 1 1 1 1
24 access_crm_case_report_user crm.case.report model_crm_case_report crm.group_crm_user 1 0 0 0
25 access_crm_case_report_manager crm.case.report manager model_crm_case_report crm.group_crm_manager 1 1 1 1
26 access_crm_claim_report_user access_crm_lead_report_user crm.claim.report crm.lead.report model_crm_claim_report model_crm_lead_report crm.group_crm_user 1 0 0 0
access_crm_fundraising_report_user crm.fundraising.report model_crm_fundraising_report crm.group_crm_user 1 0 0 0
27 access_crm_phonecall_report_user crm.phonecall.report model_crm_phonecall_report crm.group_crm_user 1 0 0 0
28 access_crm_opportunity_report_user crm.opportunity.report model_crm_opportunity_report crm.group_crm_user 1 0 0 0
29 access_report_crm_case_service_dashboard report.crm.case.service.dashboard model_report_crm_case_service_dashboard crm.group_crm_user 1 0 0 0
30 access_crm_lead2partner crm.lead2partner model_crm_lead2partner crm.group_crm_user 1 1 1 1
31 access_crm_lead2opportunity crm.lead2opportunity model_crm_lead2opportunity crm.group_crm_user 1 1 1 1
32 access_crm_opportunity2phonecall crm.opportunity2phonecall model_crm_opportunity2phonecall crm.group_crm_user 1 1 1 1
33 access_crm_phonecall2phonecall crm.phonecall2phonecall model_crm_phonecall2phonecall crm.group_crm_user 1 1 1 1
34 access_crm_phonecall2partner crm.phonecall2partner model_crm_phonecall2partner crm.group_crm_user 1 1 1 1
35 access_crm_phonecall2opportunity crm.phonecall2opportunity model_crm_phonecall2opportunity crm.group_crm_user 1 1 1 1
access_report_crm_helpdesk report.crm.helpdesk model_crm_helpdesk_report crm.group_crm_user 1 1 1 1
36 access_crm_send_mail crm.send.mail model_crm_send_mail crm.group_crm_user 1 1 1 1
37 access_crm_partner2opportunity crm.partner2opportunity model_crm_partner2opportunity crm.group_crm_user 1 1 1 1
38 access_crm_lead2opportunity_partner crm.lead2opportunity.partner model_crm_lead2opportunity_partner crm.group_crm_user 1 1 1 1
addons/crm/test/test_crm_lead.yml.moved
+113
View File
@@ -0,0 +1,113 @@
- |
In order to test the CRM in OpenERP,
I will do a customer qualification process that
starts with a fist contact with a customer (a lead), which will be converted to a
business opportunity and a partner.
- |
In order to test the flow, I create a two new users "user_crm" and
I assign the group "salesman".
-
!record {model: res.users, id: res_users_usercrm0}:
company_id: base.main_company
context_lang: en_US
context_section_id: crm.section_sales_department
groups_id:
- crm.group_crm_user
login: user_crm
name: user_crm
password: user_crm
- |
I start by creating a new lead "New Customer" and I provide an address to this
new customer, as well as an email "info@mycustomer.com".
-
!record {model: crm.lead, id: crm_lead_newcustomer0}:
email_from: info@mycustomer.com
name: New Customer
partner_name: Sandip zala
phone: (855) 924-4364
mobile: (333) 715-1450
section_id: crm.section_sales_department
referred: False
title: M.
- |
I check that the lead is in 'draft' state,
-
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in Draft}:
- state == "draft"
-
I open lead by click on "Open" button,
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref("crm_lead_newcustomer0")])
- |
As the lead seems to be a real business opportunity, I will convert it to a
partner
and a business opportunity by clicking on the "Convert" button.
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_lead_newcustomer0'))
if not lead.partner_id:
self.convert_opportunity(cr, uid, [ref("crm_lead_newcustomer0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
-
|
Now, select "create a new partner" option in this wizard.
-
!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_0}:
action: 'create'
-
I click on "Continue" button of this wizard.
-
!python {model: crm.lead2opportunity.partner}: |
self.make_partner(cr, uid, [ref("crm_lead2opportunity_partner_create_0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
-
Now, I give value to this wizard field.
-
!record {model: crm.lead2opportunity, id: crm_lead2opportunity_stonage_0}:
name: Sandip zala
planned_revenue: 0.00
probability: 0.00
-
Then, Click on "Create Opportunity" button of this wizard.
-
!python {model: crm.lead2opportunity}: |
self.action_apply(cr, uid, [ref('crm_lead2opportunity_stonage_0')], {'active_id': ref('crm_lead_newcustomer0')})
- |
I can check that a lead and a business opportunity is now assigned to this
lead.
-
# !python {model: crm.lead, id: crm_lead_newcustomer0}:
# - opportunity_id.id != False
- |
I check that the partner associated to this lead as the same country, phone number
and name than the opportunity.
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
print "lead", lead.partner_name
obj_opportunity = self.pool.get('crm.opportunity')
ids = obj_opportunity.search(cr, uid, [('name', '=', lead.partner_name)])
opportunity = obj_opportunity.browse(cr, uid, ids)[0]
assert lead.partner_name == opportunity.partner_id.name
assert lead.phone == opportunity.phone
-
|
# yaml is also not working smpt server and send new email.
- |
I configure with smtp server.
- |
And I communicate with lead through send New mail to Lead using it email address from user which are loged.
- |
I check that communication history generated when send email to lead.
- |
Then, I add a cc which receive copy of future communication between partner and users by mail.
- |
I Reply to last Email to lead with some document attached.and check that communication history generated or not.
addons/crm/test/test_crm_opportunity.yml.moved
+81
View File
@@ -0,0 +1,81 @@
- |
I start by creating a new Opportunity. And I select partner for opportunity.
I can see that after selecting partner his contact and email is automatically filled.
-
!record {model: crm.opportunity, id: crm_opportunity_abcfuelcounits0}:
email_from: info@balmerinc.be
name: 'ABC FUEL CO 829264 - 10002 units '
partner_address_id: base.res_partner_address_1
partner_id: base.res_partner_9
probability: 1.0
stage_id: crm.stage_oppor1
categ_id: crm.categ_oppor2
section_id: crm.section_sales_department
- |
I check that the opportunity is in 'New' state.
-
!assert {model: crm.opportunity, id: crm_opportunity_abcfuelcounits0}:
- state == "draft"
- |
I open opportunity by click on "Open" button,
-
!python {model: crm.opportunity}: |
self.case_open(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
- |
I schedule Meeting on this current opportunity by clicking on "schedule
Meeting".
-
!python {model: crm.opportunity}: |
self.action_makeMeeting(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
- |
I can see that Meeting's calendar view is shown.
then I click on the date on which I want schedule meeting.
I fill proper data for that meeting and save it
-
!record {model: crm.meeting, id: crm_meeting_abcfuelcounits0}:
alarm_id: base_calendar.alarm3
date: '2010-04-16 00:00:00'
date_deadline: '2010-04-16 08:00:00'
duration: 8.0
email_from: info@balmerinc.be
name: 'ABC FUEL CO 829264 - 10002 units '
opportunity_id: 'crm_opportunity_abcfuelcounits0'
partner_address_id: base.res_partner_address_1
partner_id: base.res_partner_9
rrule_type: weekly
section_id: crm.section_sales_department
state: open
- |
In order to schedule a phonecall to the partner
I click on "schedule call" button and select planned date for the call.
-
!record {model: crm.opportunity2phonecall, id: crm_opportunity2phonecall_abcfuelcounits0}:
date: '2010-04-17 11:15:00'
name: 'ABC FUEL CO 829264 - 10002 units '
section_id: crm.section_sales_department
user_id: base.user_demo
- |
schedule phonecall by apply (action_apply)function of opportunity2phoncall wizard
-
!python {model: crm.opportunity2phonecall}: |
self.action_apply(cr, uid, [ref('crm_opportunity2phonecall_abcfuelcounits0')], {'active_ids': [ref("crm_opportunity_abcfuelcounits0")]})
- |
I check that phonecall record is created for that opportunity.
-
!python {model: crm.phonecall}: |
ids = self.search(cr, uid, [('name', '=', 'ABC FUEL CO 829264 - 10002 units')])
assert len(ids)
- |
I can see phonecall record after click on "Schedule call" wizard.
-
!record {model: crm.phonecall, id: crm_phonecall_abcfuelcounits0}:
date: '2010-04-17 11:15:00'
duration: 3.0
name: 'ABC FUEL CO 829264 - 10002 units'
partner_address_id: base.res_partner_address_1
partner_id: base.res_partner_9
section_id: crm.section_sales_department
addons/crm/wizard/__init__.py
+4
View File
@@ -21,6 +21,10 @@
import crm_send_email
import crm_email_add_cc
import crm_lead_to_partner
import crm_lead_to_opportunity
import crm_opportunity_to_phonecall
import crm_phonecall_to_phonecall
import crm_phonecall_to_partner
import crm_phonecall_to_opportunity
addons/crm/wizard/crm_lead_to_opportunity.py.moved
+327
View File
@@ -0,0 +1,327 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from mx.DateTime import now
from osv import osv, fields
from tools.translate import _
class crm_lead2opportunity(osv.osv_memory):
_name = 'crm.lead2opportunity'
_description = 'Lead To Opportunity'
def action_cancel(self, cr, uid, ids, context=None):
"""
Closes Lead To Opportunity form
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Lead to Partner's IDs
@param context: A standard dictionary for contextual values
"""
return {'type': 'ir.actions.act_window_close'}
def action_apply(self, cr, uid, ids, context=None):
"""
This converts lead to opportunity and opens Opportunity view
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Lead to Opportunity IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Opportunity form
"""
record_id = context and context.get('active_id', False) or False
if not record_id:
return {}
lead_obj = self.pool.get('crm.lead')
opp_obj = self. pool.get('crm.opportunity')
data_obj = self.pool.get('ir.model.data')
history_obj = self.pool.get('crm.case.history')
model_obj = self.pool.get('ir.model')
# Get Opportunity views
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
res = data_obj.read(cr, uid, result, ['res_id'])
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
id3 = data_obj._get_id(cr, uid, 'crm', '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
lead = lead_obj.browse(cr, uid, record_id, context=context)
model_ids = model_obj.search(cr, uid, [('model', '=', 'crm.opportunity')])
for this in self.browse(cr, uid, ids, context=context):
new_opportunity_id = opp_obj.create(cr, uid, {
'name': this.name,
'referred': lead.referred,
'planned_revenue': this.planned_revenue,
'probability': this.probability,
'partner_id': lead.partner_id and lead.partner_id.id or False,
'section_id': lead.section_id and lead.section_id.id or False,
'description': lead.description or False,
'date_deadline': lead.date_deadline or False,
'partner_address_id': lead.partner_address_id and lead.partner_address_id.id or False ,
'priority': lead.priority,
'phone': lead.phone,
'email_from': lead.email_from
})
new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
vals = {
'partner_id': this.partner_id and this.partner_id.id or False,
}
if not lead.opportunity_id:
vals.update({'opportunity_id' : new_opportunity.id})
model_opportunity_id = self.pool.get('ir.model').search(cr, uid, [('model', '=', 'crm.opportunity')], context=context)[0]
for model in ('crm.case.log', 'crm.case.history'):
log_proxy = self.pool.get(model)
log_ids = log_proxy.search(cr, uid, [('model_id.model', '=', 'crm.lead'),('res_id', '=', lead.id)], context=context)
for log_id in log_ids:
log_proxy.copy(cr, uid, log_id, {'model_id':model_opportunity_id}, context=context)
lead_obj.write(cr, uid, [lead.id], vals)
lead_obj.case_close(cr, uid, [lead.id])
# Copy lead history to opportunity
for his_id in lead.history_line:
history_ids = history_obj.copy(cr, uid, his_id.id, \
{'model_id': model_ids[0], \
'res_id': new_opportunity_id})
#opp_obj.case_open(cr, uid, [new_opportunity_id])
value = {
'name': _('Opportunity'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.opportunity',
'res_id': int(new_opportunity_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
_columns = {
'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
'probability': fields.float('Success Probability'),
'planned_revenue': fields.float('Expected Revenue'),
'partner_id': fields.many2one('res.partner', 'Partner'),
}
def view_init(self, cr, uid, fields, context=None):
"""
This function checks for precondition before wizard executes
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param fields: List of fields for default value
@param context: A standard dictionary for contextual values
"""
lead_obj = self.pool.get('crm.lead')
for lead in lead_obj.browse(cr, uid, context.get('active_ids', [])):
if lead.state in ['done', 'cancel']:
raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \
Leads Could not convert into Opportunity"))
if lead.state != 'open':
raise osv.except_osv(_('Warning !'), _('Lead should be in \
\'Open\' state before converting to Opportunity.'))
return False
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param fields: List of fields for default value
@param context: A standard dictionary for contextual values
@return : default values of fields.
"""
lead_obj = self.pool.get('crm.lead')
rec_ids = context and context.get('active_ids', [])
partner_id = context.get('partner_id', False)
data = context and context.get('active_ids', []) or []
res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
for lead in lead_obj.browse(cr, uid, data, context=context):
if 'name' in fields:
res.update({'name': lead.partner_name})
if 'partner_id' in fields:
res.update({'partner_id': partner_id and partner_id[0] or False})
return res
crm_lead2opportunity()
class crm_lead2opportunity_partner(osv.osv_memory):
_name = 'crm.lead2opportunity.partner'
_description = 'Lead To Opportunity Partner'
_inherit = 'crm.lead2partner'
_columns = {
'partner_id': fields.many2one('res.partner', 'Partner'),
'action': fields.selection([('exist', 'Link to an existing partner'), ('create', 'Create a new partner')], 'Action'),
}
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param fields: List of fields for default value
@param context: A standard dictionary for contextual values
@return : default values of fields.
"""
lead_obj = self.pool.get('crm.lead')
partner_obj = self.pool.get('res.partner')
contact_obj = self.pool.get('res.partner.address')
rec_ids = context and context.get('active_ids', [])
partner_id = False
data = context and context.get('active_ids', []) or []
res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
for lead in lead_obj.browse(cr, uid, data, context=context):
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
if not partner_ids and lead.email_from:
address_ids = contact_obj.search(cr, uid, [('email', '=', lead.email_from)])
if address_ids:
addresses = contact_obj.browse(cr, uid, address_ids)
partner_ids = addresses and [addresses[0].partner_id.id] or False
partner_id = partner_ids and partner_ids[0] or False
if 'partner_id' in fields:
res.update({'partner_id': partner_id})
if 'action' in fields:
res.update({'action': partner_id and 'exist' or 'create'})
return res
def make_partner(self, cr, uid, ids, context=None):
"""
This function Makes partner based on action.
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Lead to Partner's IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Partner form.
"""
if not context:
context = {}
partner_ids = self._create_partner(cr, uid, ids, context)
mod_obj = self.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'])
value = {}
data_obj = self.pool.get('ir.model.data')
data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
view_id = False
if data_id:
view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
context.update({'partner_id': partner_ids})
value = {
'name': _('Create Opportunity'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity',
'view_id': False,
'context': context,
'views': [(view_id, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
}
return value
def action_skip(self, cr, uid, ids, context=None):
"""
This skips partner creation
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Lead to Opportunity IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for Opportunity form
"""
value = {}
data_obj = self.pool.get('ir.model.data')
data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
view_id = False
if data_id:
view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
context.update({'partner_id': False})
value = {
'name': _('Create Opportunity'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity',
'view_id': False,
'context': context,
'views': [(view_id, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
}
return value
def view_init(self, cr, uid, fields, context=None):
"""
This function checks for precondition before wizard executes
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param fields: List of fields for default value
@param context: A standard dictionary for contextual values
"""
lead_obj = self.pool.get('crm.lead')
for lead in lead_obj.browse(cr, uid, context.get('active_ids', [])):
if lead.state in ['done', 'cancel']:
raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \
Leads Could not convert into Opportunity"))
if lead.state != 'open':
raise osv.except_osv(_('Warning !'), _('Lead should be in \
\'Open\' state before converting to Opportunity.'))
return False
crm_lead2opportunity_partner()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/wizard/crm_lead_to_opportunity_view.xml.moved
+63
View File
@@ -0,0 +1,63 @@
<openerp>
<data>
<!-- Lead to Opportunity view -->
<record id="view_crm_lead2opportunity_create" model="ir.ui.view">
<field name="name">crm.lead2opportunity.create</field>
<field name="model">crm.lead2opportunity</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Convert To Opportunity">
<field name="name"/>
<field name="partner_id"/>
<newline/>
<field name="planned_revenue"/>
<field name="probability"/>
<separator colspan="4"/>
<group col="4" colspan="4">
<label string="" colspan="2"/>
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
<button name="action_apply" string="Create Opportunity" type="object" icon="gtk-ok"/>
</group>
</form>
</field>
</record>
<!-- Lead to Opportunity action -->
<record id="action_crm_lead2opportunity" model="ir.actions.act_window">
<field name="name">Create Opportunity</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">crm.lead2opportunity</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
<record id="view_crm_lead2opportunity_partner" model="ir.ui.view">
<field name="name">crm.lead2opportunity.partner.form</field>
<field name="model">crm.lead2opportunity.partner</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Create a Partner">
<label string="Are you sure you want to create a partner based on this lead ?" 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','!=','exist')]}">
<field name="partner_id" attrs="{'required': [('action', '=', 'exist')]}"/>
</group>
<separator string="" colspan="4" />
<group col="4" colspan="4">
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
<button special="cancel" name="action_skip" string="_Skip" type="object" icon="gtk-goto-last"/>
<button name="make_partner" string="Continue" type="object" icon="gtk-ok"/>
</group>
</form>
</field>
</record>
</data>
</openerp>
addons/crm/wizard/crm_lead_to_partner.py.moved
+216
View File
@@ -0,0 +1,216 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import osv, fields
from tools.translate import _
class crm_lead2partner(osv.osv_memory):
""" Converts lead to partner """
_name = 'crm.lead2partner'
_description = 'Lead to Partner'
_columns = {
'action': fields.selection([('exist', 'Link to an existing partner'), \
('create', 'Create a new partner')], \
'Action', required=True),
'partner_id': fields.many2one('res.partner', 'Partner')
}
def view_init(self, cr, uid, fields, context=None):
"""
This function checks for precondition before wizard executes
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param fields: List of fields for default value
@param context: A standard dictionary for contextual values
"""
lead_obj = self.pool.get('crm.lead')
rec_ids = context and context.get('active_ids', [])
for lead in lead_obj.browse(cr, uid, rec_ids, context=context):
if lead.partner_id:
raise osv.except_osv(_('Warning !'),
_('A partner is already defined on this lead.'))
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param fields: List of fields for default value
@param context: A standard dictionary for contextual values
@return : default values of fields.
"""
lead_obj = self.pool.get('crm.lead')
partner_obj = self.pool.get('res.partner')
contact_obj = self.pool.get('res.partner.address')
rec_ids = context and context.get('active_ids', [])
partner_id = False
data = context and context.get('active_ids', []) or []
res = super(crm_lead2partner, self).default_get(cr, uid, fields, context=context)
for lead in lead_obj.browse(cr, uid, data, context=context):
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
if not partner_ids and lead.email_from:
address_ids = contact_obj.search(cr, uid, [('email', '=', lead.email_from)])
if address_ids:
addresses = contact_obj.browse(cr, uid, address_ids)
partner_ids = addresses and [addresses[0].partner_id.id] or False
partner_id = partner_ids and partner_ids[0] or False
if 'partner_id' in fields:
res.update({'partner_id': partner_id})
if 'action' in fields:
res.update({'action': partner_id and 'exist' or 'create'})
return res
def open_create_partner(self, cr, uid, ids, context=None):
"""
This function Opens form of create partner.
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Lead to Partner's IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for next form.
"""
if not context:
context = {}
view_obj = self.pool.get('ir.ui.view')
view_id = view_obj.search(cr, uid, [('model', '=', 'crm.lead2partner'), \
('name', '=', 'crm.lead2partner.view')])
return {
'view_mode': 'form',
'view_type': 'form',
'view_id': view_id or False,
'res_model': 'crm.lead2partner',
'context': context,
'type': 'ir.actions.act_window',
'target': 'new',
}
def _create_partner(self, cr, uid, ids, context=None):
"""
This function Creates partner based on action.
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Lead to Partner's IDs
@param context: A standard dictionary for contextual values
@return : Dictionary {}.
"""
if not context:
context = {}
lead_obj = self.pool.get('crm.lead')
partner_obj = self.pool.get('res.partner')
contact_obj = self.pool.get('res.partner.address')
partner_ids = []
partner_id = False
contact_id = False
rec_ids = context and context.get('active_ids', [])
for data in self.browse(cr, uid, ids):
for lead in lead_obj.browse(cr, uid, rec_ids):
if data.action == 'create':
partner_id = partner_obj.create(cr, uid, {
'name': lead.partner_name or lead.name,
'user_id': lead.user_id.id,
'comment': lead.description,
})
function_id = self.pool.get('res.partner.function').search(cr,uid,[('name','=',lead.function_name)])
contact_id = contact_obj.create(cr, uid, {
'partner_id': partner_id,
'name': lead.name,
'phone': lead.phone,
'mobile': lead.mobile,
'email': lead.email_from,
'fax': lead.fax,
'title': lead.title,
'function': function_id and function_id[0] or False,
'street': lead.street,
'street2': lead.street2,
'zip': lead.zip,
'city': lead.city,
'country_id': lead.country_id and lead.country_id.id or False,
'state_id': lead.state_id and lead.state_id.id or False,
})
else:
if data.partner_id:
partner_id = data.partner_id.id
contact_id = partner_obj.address_get(cr, uid, [partner_id])['default']
partner_ids.append(partner_id)
vals = {}
if partner_id:
vals.update({'partner_id': partner_id})
if contact_id:
vals.update({'partner_address_id': contact_id})
lead_obj.write(cr, uid, [lead.id], vals)
return partner_ids
def make_partner(self, cr, uid, ids, context=None):
"""
This function Makes partner based on action.
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Lead to Partner's IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Partner form.
"""
if not context:
context = {}
partner_ids = self._create_partner(cr, uid, ids, context)
mod_obj = self.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'])
value = {
'domain': "[]",
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'res.partner',
'res_id': partner_ids and int(partner_ids[0]) or False,
'view_id': False,
'context': context,
'type': 'ir.actions.act_window',
'search_view_id': res['res_id']
}
return value
crm_lead2partner()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/wizard/crm_lead_to_partner_view.xml.moved
+53
View File
@@ -0,0 +1,53 @@
<openerp>
<data>
<!-- Lead to partner confirmation form -->
<record id="view_crm_lead2partner_create" model="ir.ui.view">
<field name="name">crm.lead2partner.view.create</field>
<field name="model">crm.lead2partner</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Create a Partner?">
<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
<label string="You may have to verify that this partner does not exist already." colspan="4"/>
<separator string="" colspan="4" />
<group col="4" colspan="4">
<button special="cancel" string="_Cancel" icon="gtk-cancel"/>
<button name="open_create_partner" string="Create _Partner" type="object" icon="gtk-ok"/>
</group>
</form>
</field>
</record>
<!-- Lead to Partner form view -->
<record id="view_crm_lead2partner" model="ir.ui.view">
<field name="name">crm.lead2partner.view</field>
<field name="model">crm.lead2partner</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Create a Partner">
<field name="action"/>
<group attrs="{'invisible':[('action','!=','exist')]}">
<field name="partner_id" attrs="{'required': [('action', '=', 'exist')]}"/>
</group>
<separator string="" colspan="4" />
<group col="4" colspan="4">
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
<button name="make_partner" string="Continue" type="object" icon="gtk-ok"/>
</group>
</form>
</field>
</record>
<!-- Lead to Partner wizard -->
<act_window id="action_crm_lead2partner"
key2="client_action_multi" name="Create a Partner"
res_model="crm.lead2partner" src_model="crm.lead"
view_id="view_crm_lead2partner_create"
view_mode="form" target="new" view_type="form" />
</data>
</openerp>
addons/crm/wizard/crm_opportunity_to_phonecall.py.moved
+139
View File
@@ -0,0 +1,139 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import osv, fields
from tools.translate import _
class crm_opportunity2phonecall(osv.osv_memory):
"""Converts Opportunity to Phonecall"""
_name = 'crm.opportunity2phonecall'
_description = 'Opportunity to Phonecall'
_columns = {
'name' : fields.char('Call summary', size=64, required=True, select=1),
'user_id' : fields.many2one('res.users', "Assign To"),
'date': fields.datetime('Date' , required=True),
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param fields: List of fields for default value
@param context: A standard dictionary for contextual values
@return : default values of fields.
"""
opp_obj = self.pool.get('crm.opportunity')
record_ids = context and context.get('active_ids', []) or []
res = super(crm_opportunity2phonecall, self).default_get(cr, uid, fields, context=context)
for opp in opp_obj.browse(cr, uid, record_ids, context=context):
if 'name' in fields:
res.update({'name': opp.name})
if 'user_id' in fields:
res.update({'user_id': opp.user_id and opp.user_id.id or False})
if 'section_id' in fields:
res.update({'section_id': opp.section_id and opp.section_id.id or False})
return res
def action_cancel(self, cr, uid, ids, context=None):
"""
Closes Opportunity to Phonecall form
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Opportunity to Phonecall's IDs
@param context: A standard dictionary for contextual values
"""
return {'type': 'ir.actions.act_window_close'}
def action_apply(self, cr, uid, ids, context=None):
"""
This converts Opportunity to Phonecall and opens Phonecall view
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Opportunity to Phonecall IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Opportunity form
"""
value = {}
record_ids = context and context.get('active_ids', []) or []
phonecall_obj = self.pool.get('crm.phonecall')
opp_obj = self.pool.get('crm.opportunity')
mod_obj = self.pool.get('ir.model.data')
result = mod_obj._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
res = mod_obj.read(cr, uid, result, ['res_id'])
data_obj = self.pool.get('ir.model.data')
categ_id = mod_obj._get_id(cr, uid, 'crm', 'categ_phone1')
categ_id = data_obj.browse(cr, uid, categ_id, context=context).res_id
# Select the view
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_tree_view')
id3 = data_obj._get_id(cr, uid, 'crm', '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
for this in self.browse(cr, uid, ids, context=context):
for opp in opp_obj.browse(cr, uid, record_ids, context=context):
new_case = phonecall_obj.create(cr, uid, {
'name' : opp.name,
'case_id' : opp.id ,
'user_id' : this.user_id and this.user_id.id or False,
'categ_id' : categ_id,
'description' : opp.description or False,
'date' : this.date,
'section_id' : opp.section_id and opp.section_id.id or False,
'partner_id': opp.partner_id and opp.partner_id.id or False,
'partner_address_id': opp.partner_address_id and opp.partner_address_id.id or False,
'partner_phone' : opp.phone or (opp.partner_address_id and opp.partner_address_id.phone or False),
'partner_mobile' : opp.partner_address_id and opp.partner_address_id.mobile or False,
'priority': opp.priority,
'opp_id': opp.id
}, context=context)
phonecall_obj.case_open(cr, uid, [new_case])
value = {
'name': _('Phone Call'),
'view_type': 'form',
'view_mode': 'tree,form',
'res_model': 'crm.phonecall',
'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
crm_opportunity2phonecall()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/wizard/crm_opportunity_to_phonecall_view.xml.moved
+41
View File
@@ -0,0 +1,41 @@
<?xml version="1.0"?>
<openerp>
<data>
<!-- Opportunity to Phonecall view -->
<record model="ir.ui.view" id="opportunity2phonecall_view">
<field name="name">crm.opportunity2phonecall.form</field>
<field name="model">crm.opportunity2phonecall</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Schedule Other Call">
<group colspan="2" >
<field name="name"/>
<field name="date" string="Planned Date"/>
<newline/>
<field name="user_id" />
<field name="section_id"/>
<label string ="" colspan="2"/>
<button name="action_cancel" string="_Cancel"
icon="gtk-cancel" special="cancel" />
<button name="action_apply" type="object"
string="_Schedule Call" icon="gtk-ok" />
</group>
</form>
</field>
</record>
<!-- Opportunity to Phonecall action -->
<record model="ir.actions.act_window" id="opportunity2phonecall_act">
<field name="name">Schedule Call</field>
<field name="res_model">crm.opportunity2phonecall</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="opportunity2phonecall_view"/>
<field name="target">new</field>
</record>
</data>
</openerp>
addons/crm/wizard/crm_send_email.py
+1 -2
View File
@@ -76,8 +76,7 @@ class crm_send_new_email(osv.osv_memory):
case = case_pool.browse(cr, uid, res_id)
if context.get('mail', 'new') == 'new':
if case.history_line:
message_id = case.history_line[0].message_id
message_id = res_id
else:
hist = hist_obj.browse(cr, uid, res_id)
message_id = hist.message_id
addons/crm_claim/__init__.py
+26
View File
@@ -0,0 +1,26 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm_claim
import report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm_claim/__openerp__.py
+48
View File
@@ -0,0 +1,48 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
{
'name': 'Customer & Supplier Relationship Management',
'version': '1.0',
'category': 'Generic Modules/CRM & SRM',
'description': """Claims""",
'author': 'Tiny',
'website': 'http://www.openerp.com',
'depends': ['crm'],
'init_xml': [
'crm_claims_data.xml',
],
'update_xml': [
'crm_claims_view.xml',
'crm_claims_menu.xml',
'security/ir.model.access.csv',
'report/crm_claim_report_view.xml',
],
'demo_xml': [
'crm_claims_demo.xml',
],
'installable': True,
'active': False,
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/crm_claim.py → addons/crm_claim/crm_claim.py
+2 -2
View File
@@ -20,7 +20,7 @@
##############################################################################
from osv import fields, osv
import crm
from crm import crm
class crm_claim(osv.osv):
"""
@@ -70,4 +70,4 @@ class crm_claim(osv.osv):
crm_claim()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/crm_claims_data.xml → addons/crm_claim/crm_claims_data.xml
+11 -11
View File
@@ -8,19 +8,19 @@
<record model="crm.case.categ" id="categ_claim1">
<field name="name">Factual Claims</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_claim2">
<field name="name">Value Claims</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_claim3">
<field name="name">Policy Claims</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
@@ -30,13 +30,13 @@
<record model="crm.case.resource.type" id="type_claim1">
<field name="name">Corrective</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_claim2">
<field name="name">Preventive</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
@@ -46,33 +46,33 @@
<record model="crm.case.stage" id="stage_claim1">
<field name="name">Accepted as Claim</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_claim2">
<field name="name">Fixed</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_claim3">
<field name="name">Won't fix</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_claim4">
<field name="name">Invalid</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_claim5">
<field name="name">Awaiting Response</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
</data>
</openerp>
</openerp>
addons/crm/crm_claims_demo.xml → addons/crm_claim/crm_claims_demo.xml
+21 -21
View File
@@ -9,7 +9,7 @@
<record id="crm_case_claim01" model="crm.claim">
<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="type_id" ref="crm.type_claim1"/>
<field name="type_id" ref="crm_claim.type_claim1"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@@ -18,15 +18,15 @@
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(726) 782-0636&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_claim1"/>
<field name="stage_id" ref="crm.stage_claim1"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim1"/>
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
</record>
<record id="crm_case_claim02" model="crm.claim">
<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="type_id" ref="crm.type_claim2"/>
<field name="type_id" ref="crm_claim.type_claim2"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field eval="&quot;4&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@@ -35,15 +35,15 @@
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(392) 895-7917&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_claim2"/>
<field name="stage_id" ref="crm.stage_claim5"/>
<field name="categ_id" ref="crm_claim.categ_claim2"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
</record>
<record id="crm_case_claim03" model="crm.claim">
<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="type_id" ref="crm.type_claim1"/>
<field name="type_id" ref="crm_claim.type_claim1"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
@@ -52,15 +52,15 @@
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(820) 167-3208&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_claim3"/>
<field name="stage_id" ref="crm.stage_claim2"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim2"/>
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
</record>
<record id="crm_case_claim04" model="crm.claim">
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
<field name="type_id" ref="crm.type_claim2"/>
<field name="type_id" ref="crm_claim.type_claim2"/>
<field name="partner_id" ref="base.res_partner_tinyatwork"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@@ -69,15 +69,15 @@
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(077) 582-4035&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_claim1"/>
<field name="stage_id" ref="crm.stage_claim5"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
</record>
<record id="crm_case_claim05" model="crm.claim">
<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="type_id" ref="crm.type_claim1"/>
<field name="type_id" ref="crm_claim.type_claim1"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@@ -86,15 +86,15 @@
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(333) 715-1450&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_claim3"/>
<field name="stage_id" ref="crm.stage_claim3"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim3"/>
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
</record>
<record id="crm_case_claim06" model="crm.claim">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_claim2"/>
<field name="type_id" ref="crm_claim.type_claim2"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@@ -103,15 +103,15 @@
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(468) 017-2684&quot;" name="partner_mobile"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm.categ_claim1"/>
<field name="stage_id" ref="crm.stage_claim4"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim4"/>
<field eval="&quot;(373) 907-1009&quot;" name="partner_phone"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>
<record id="crm_case_claims07" model="crm.claim">
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_claim1"/>
<field name="type_id" ref="crm_claim.type_claim1"/>
<field name="partner_id" ref="base.res_partner_seagate"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
@@ -120,8 +120,8 @@
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot; (463) 014-1208&quot;" name="partner_mobile"/>
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/>
<field name="categ_id" ref="crm.categ_claim3"/>
<field name="stage_id" ref="crm.stage_claim2"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim2"/>
<field eval="&quot;(282) 603-7489&quot;" name="partner_phone"/>
</record>
addons/crm/crm_claims_menu.xml → addons/crm_claim/crm_claims_menu.xml
+1 -1
View File
@@ -15,7 +15,7 @@
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="context">{"search_default_section_id":section_id,"search_default_current":1,"search_default_my_claims":1}</field>
<field name="search_view_id" ref="crm.view_crm_case_claims_filter"/>
<field name="search_view_id" ref="crm_claim.view_crm_case_claims_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_claim0">
addons/crm/crm_claims_view.xml → addons/crm_claim/crm_claims_view.xml
+2 -2
View File
@@ -184,7 +184,7 @@
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4"
string="Reply to Last Email"
name="%(action_crm_send_mail)d"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.claim'}"
icon="gtk-undo" type="action" />
</form>
@@ -195,7 +195,7 @@
</tree>
</field>
<button colspan="4" string="Send New Email"
name="%(action_crm_send_mail)d"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.claim'}"
icon="gtk-go-forward" type="action" />
</page>
addons/crm_claim/report/__init__.py
+25
View File
@@ -0,0 +1,25 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm_claim_report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/report/crm_claim_report.py → addons/crm_claim/report/crm_claim_report.py
+1 -1
View File
@@ -21,7 +21,7 @@
from osv import fields,osv
import tools
import crm_report
from crm.report import crm_report
class crm_claim_report(osv.osv):
addons/crm/report/crm_claim_report_view.xml → addons/crm_claim/report/crm_claim_report_view.xml
+2 -2
View File
@@ -33,7 +33,7 @@
<record id="view_report_crm_claim_form" model="ir.ui.view">
<field name="name">crm.claim.report.form</field>
<field name="model">crm.claim.report</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="inherit_id" ref="crm.view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
@@ -66,7 +66,7 @@
<record id="view_report_crm_claim_filter" model="ir.ui.view">
<field name="name">crm.claim.report.select</field>
<field name="model">crm.claim.report</field>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="inherit_id" ref="crm.view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<data>
addons/crm_claim/security/ir.model.access.csv
+3
View File
@@ -0,0 +1,3 @@
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
"access_crm_claim","crm.claim","model_crm_claim","crm.group_crm_manager",1,1,1,1
"access_crm_claim_report_user","crm.claim.report","model_crm_claim_report","crm.group_crm_user",1,0,0,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_crm_claim crm.claim model_crm_claim crm.group_crm_manager 1 1 1 1
3 access_crm_claim_report_user crm.claim.report model_crm_claim_report crm.group_crm_user 1 0 0 0
addons/crm_fundraising/__init__.py
+26
View File
@@ -0,0 +1,26 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm_fundraising
import report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm_fundraising/__openerp__.py
+48
View File
@@ -0,0 +1,48 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
{
'name': 'CRM Fundraising',
'version': '1.0',
'category': 'Generic Modules/CRM & SRM',
'description': """Fundraising""",
'author': 'Tiny',
'website': 'http://www.openerp.com',
'depends': ['crm'],
'init_xml': [
'crm_fundraising_data.xml',
],
'update_xml': [
'crm_fundraising_view.xml',
'crm_fundraising_menu.xml',
'security/ir.model.access.csv',
'report/crm_fundraising_report_view.xml',
],
'demo_xml': [
'crm_fundraising_demo.xml',
],
'installable': True,
'active': False,
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/crm_fundraising.py → addons/crm_fundraising/crm_fundraising.py
+1 -1
View File
@@ -20,7 +20,7 @@
##############################################################################
from osv import fields, osv, orm
import crm
from crm import crm
class crm_fundraising(osv.osv):
""" Fund Raising Cases """
addons/crm/crm_fund_data.xml → addons/crm_fundraising/crm_fundraising_data.xml
+8 -8
View File
@@ -6,25 +6,25 @@
<record model="crm.case.categ" id="categ_fund1">
<field name="name">Social Rehabilitation And Rural Upliftment</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_fund2">
<field name="name">Learning And Education</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_fund3">
<field name="name">Healthcare</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_fund4">
<field name="name">Arts And Culture</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
@@ -32,25 +32,25 @@
<record model="crm.case.resource.type" id="type_fund1">
<field name="name">Cash</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_fund2">
<field name="name">Cheque</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_fund3">
<field name="name">Credit Card</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_fund4">
<field name="name">Demand Draft</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
addons/crm/crm_fund_demo.xml → addons/crm_fundraising/crm_fundraising_demo.xml
+8 -8
View File
@@ -12,7 +12,7 @@
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="250000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-01 10:35:50')" name="date"/>
<field name="categ_id" ref="categ_fund1"/>
<field eval="&quot;Helping Street Children&quot;" name="name"/>
@@ -30,7 +30,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;draft&quot;" name="state"/>
<field eval="2000000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<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"/>
@@ -48,7 +48,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="500000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-07 13:50:50')" name="date"/>
<field name="categ_id" ref="categ_fund2"/>
<field eval="&quot;Donating books to school libraries&quot;" name="name"/>
@@ -65,7 +65,7 @@
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;draft&quot;" name="state"/>
<field eval="1000000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<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"/>
@@ -82,7 +82,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="5000000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-17 19:00:15')" name="date"/>
<field eval="3" name="duration"/>
<field name="categ_id" ref="categ_fund3"/>
@@ -99,7 +99,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;done&quot;" name="state"/>
<field eval="10000000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-27 09:00:15')" name="date"/>
<field eval="12" name="duration"/>
<field name="categ_id" ref="categ_fund3"/>
@@ -118,7 +118,7 @@
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;draft&quot;" name="state"/>
<field eval="10000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-01 10:00:15')" name="date"/>
<field name="categ_id" ref="categ_fund4"/>
<field eval="&quot;Encouraging arts&quot;" name="name"/>
@@ -136,7 +136,7 @@
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="800000.0" name="planned_cost"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-24 22:00:15')" name="date"/>
<field name="categ_id" ref="categ_fund4"/>
<field eval="&quot;Promoting cultural programs and preserving dying art forms&quot;" name="name"/>
addons/crm/crm_fund_menu.xml → addons/crm_fundraising/crm_fundraising_menu.xml
+8 -8
View File
@@ -12,29 +12,29 @@
<field name="name">Funds</field>
<field name="res_model">crm.fundraising</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm.crm_case_tree_view_fund"/>
<field name="search_view_id" ref="crm.view_crm_case_fund_filter"/>
<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
<field name="search_view_id" ref="crm_fundraising.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.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_fundraising.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.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
<field name="view_id" ref="crm_fundraising.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_fundraising.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.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all1"/>
<field name="view_id" ref="crm_fundraising.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_fundraising.crm_case_category_act_fund_all1"/>
</record>
<menuitem name="Fund Raising" id="menu_crm_case_fund_raise"
addons/crm/crm_fund_view.xml → addons/crm_fundraising/crm_fundraising_view.xml
+2 -2
View File
@@ -197,7 +197,7 @@
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4"
string="Reply to Last Email"
name="%(action_crm_send_mail)d"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.fundraising'}"
icon="gtk-undo" type="action" />
</form>
@@ -208,7 +208,7 @@
</tree>
</field>
<button colspan="4" string="Send New Email"
name="%(action_crm_send_mail)d"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.fundraising'}"
icon="gtk-go-forward" type="action" />
</page>
addons/crm_fundraising/report/__init__.py
+25
View File
@@ -0,0 +1,25 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm_fundraising_report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/report/crm_fundraising_report.py → addons/crm_fundraising/report/crm_fundraising_report.py
View File
addons/crm/report/crm_fundraising_report_view.xml → addons/crm_fundraising/report/crm_fundraising_report_view.xml
+2 -2
View File
@@ -33,7 +33,7 @@
<record id="view_report_crm_fundraising_form" model="ir.ui.view">
<field name="name">crm.fundraising.report.form</field>
<field name="model">crm.fundraising.report</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="inherit_id" ref="crm.view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
@@ -65,7 +65,7 @@
<record id="view_report_crm_fundraising_filter" model="ir.ui.view">
<field name="name">crm.fundraising.report.select</field>
<field name="model">crm.fundraising.report</field>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="inherit_id" ref="crm.view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<data>
addons/crm_fundraising/security/ir.model.access.csv
+3
View File
@@ -0,0 +1,3 @@
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
"access_crm_fundraising","crm.fundraising","model_crm_fundraising","crm.group_crm_manager",1,1,1,1
"access_crm_fundraising_report_user","crm.fundraising.report","model_crm_fundraising_report","crm.group_crm_user",1,0,0,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_crm_fundraising crm.fundraising model_crm_fundraising crm.group_crm_manager 1 1 1 1
3 access_crm_fundraising_report_user crm.fundraising.report model_crm_fundraising_report crm.group_crm_user 1 0 0 0
addons/crm_helpdesk/__init__.py
+26
View File
@@ -0,0 +1,26 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm_helpdesk
import report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm_helpdesk/__openerp__.py
+48
View File
@@ -0,0 +1,48 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
{
'name': 'CRM Helpdesk',
'version': '1.0',
'category': 'Generic Modules/CRM & SRM',
'description': """Helpdesk Management""",
'author': 'Tiny',
'website': 'http://www.openerp.com',
'depends': ['crm'],
'init_xml': [
'crm_helpdesk_data.xml',
],
'update_xml': [
'crm_helpdesk_view.xml',
'crm_helpdesk_menu.xml',
'security/ir.model.access.csv',
'report/crm_helpdesk_report_view.xml',
],
'demo_xml': [
'crm_helpdesk_demo.xml',
],
'installable': True,
'active': False,
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/crm_helpdesk.py → addons/crm_helpdesk/crm_helpdesk.py
+1 -1
View File
@@ -22,7 +22,7 @@
from osv import fields
from osv import orm
from osv import osv
import crm
from crm import crm
class crm_helpdesk(osv.osv):
""" Helpdesk Cases """
addons/crm/crm_helpdesk_data.xml → addons/crm_helpdesk/crm_helpdesk_data.xml
View File
addons/crm/crm_helpdesk_demo.xml → addons/crm_helpdesk/crm_helpdesk_demo.xml
View File
addons/crm/crm_helpdesk_menu.xml → addons/crm_helpdesk/crm_helpdesk_menu.xml
+1 -1
View File
@@ -11,7 +11,7 @@
<field name="res_model">crm.helpdesk</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="search_view_id" ref="crm.view_crm_case_helpdesk_filter"/>
<field name="search_view_id" ref="view_crm_case_helpdesk_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act111">
addons/crm/crm_helpdesk_view.xml → addons/crm_helpdesk/crm_helpdesk_view.xml
+2 -2
View File
@@ -127,7 +127,7 @@
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4"
string="Reply to Last Email"
name="%(action_crm_send_mail)d"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.helpdesk'}"
icon="gtk-undo" type="action" />
</form>
@@ -138,7 +138,7 @@
</tree>
</field>
<button colspan="4" string="Send New Email"
name="%(action_crm_send_mail)d"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.helpdesk'}"
icon="gtk-go-forward" type="action" />
</page>
addons/crm_helpdesk/report/__init__.py
+25
View File
@@ -0,0 +1,25 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm_helpdesk_report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/report/crm_helpdesk_report.py → addons/crm_helpdesk/report/crm_helpdesk_report.py
View File
addons/crm/report/crm_helpdesk_report_view.xml → addons/crm_helpdesk/report/crm_helpdesk_report_view.xml
+1 -1
View File
@@ -30,7 +30,7 @@
<record id="view_report_crm_helpdesk_form" model="ir.ui.view">
<field name="name">crm.helpdesk.report.form</field>
<field name="model">crm.helpdesk.report</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="inherit_id" ref="crm.view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
addons/crm_helpdesk/security/ir.model.access.csv
+3
View File
@@ -0,0 +1,3 @@
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
"access_crm_helpdesk","crm.helpdesk","model_crm_helpdesk","crm.group_crm_manager",1,1,1,1
"access_report_crm_helpdesk","report.crm.helpdesk","model_crm_helpdesk_report","crm.group_crm_user",1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_crm_helpdesk crm.helpdesk model_crm_helpdesk crm.group_crm_manager 1 1 1 1
3 access_report_crm_helpdesk report.crm.helpdesk model_crm_helpdesk_report crm.group_crm_user 1 1 1 1
addons/document_ftp/ftpserver/abstracted_fs.py
+1 -1
View File
@@ -97,7 +97,7 @@ class content_wrapper(StringIO.StringIO):
cr = db.cursor()
cr.commit()
try:
getattr(self.pool.get('document.directory.content'), 'process_write_'+self.node.content.extension[1:])(cr, self.uid, self.node, self.getvalue())
getattr(self.pool.get('document.directory.content'), 'process_write')(cr, self.uid, self.node, self.getvalue())
finally:
cr.commit()
cr.close()
addons/sale_crm/__openerp__.py
+1 -1
View File
@@ -38,7 +38,7 @@ crm modules.
'website': 'http://www.openerp.com',
'depends': ['sale', 'crm'],
'init_xml': [],
'update_xml': ['wizard/crm_make_sale_view.xml',
'update_xml': ['sale_crm_wizard.xml',
'sale_crm_view.xml',
'process/sale_crm_process.xml',
'security/sale_crm_security.xml',
addons/sale_crm/sale_crm_view.xml
+1 -1
View File
@@ -9,7 +9,7 @@
<field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
<field name="arch" type="xml">
<field name="priority" position="after">
<button string="Convert to Quote" icon="terp-sale" name="%(action_crm_make_sale)d" type="action"/>
<button string="Convert to Quote" icon="terp-sale" name="%(sale_crm_wizard)d" type="action"/>
<label colspan="2" string=""/>
</field>
</field>
addons/sale_crm/sale_crm_wizard.xml
+14
View File
@@ -0,0 +1,14 @@
<?xml version="1.0" ?>
<openerp>
<data>
<wizard
string="Make Quotation"
model="crm.opportunity"
name="crm.opportunity.make_order"
keyword="client_action_multi"
multi="True"
id="sale_crm_wizard"/>
</data>
</openerp>
addons/sale_crm/wizard/__init__.py
+1 -1
View File
@@ -19,7 +19,7 @@
#
##############################################################################
import crm_make_sale
import makesale
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/sale_crm/wizard/crm_make_sale.py
-177
View File
@@ -1,177 +0,0 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import fields, osv
from tools.translate import _
from mx.DateTime import now
class crm_make_sale(osv.osv_memory):
""" Make sale order for crm """
_name = "crm.make.sale"
_description = "Make sale"
def _selectPartner(self, cr, uid, context=None):
"""
This function gets default value for partner_id field.
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param context: A standard dictionary for contextual values
@return : default value of partner_id field.
"""
if not context:
context = {}
data = context and context.get('active_ids', []) or []
case_obj = self.pool.get('crm.opportunity')
case = case_obj.read(cr, uid, data, ['partner_id'])
return case[0]['partner_id']
def makeOrder(self, cr, uid, ids, context=None):
"""
This function create Quotation on given case.
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of crm make sale' ids
@param context: A standard dictionary for contextual values
@return : Dictionary value of created sale order.
"""
if not context:
context = {}
mod_obj = self.pool.get('ir.model.data')
result = mod_obj._get_id(cr, uid, 'sale', 'view_sales_order_filter')
id = mod_obj.read(cr, uid, result, ['res_id'])
case_obj = self.pool.get('crm.opportunity')
sale_obj = self.pool.get('sale.order')
partner_obj = self.pool.get('res.partner')
sale_line_obj = self.pool.get('sale.order.line')
data = context and context.get('active_ids', []) or []
for make in self.browse(cr, uid, ids):
default_partner_addr = partner_obj.address_get(cr, uid, [make.partner_id.id],
['invoice', 'delivery', 'contact'])
default_pricelist = partner_obj.browse(cr, uid, make.partner_id.id,
context).property_product_pricelist.id
fpos_data = partner_obj.browse(cr, uid, make.partner_id.id, context).property_account_position
new_ids = []
for case in case_obj.browse(cr, uid, data):
if case.partner_id and case.partner_id.id:
partner_id = case.partner_id.id
fpos = case.partner_id.property_account_position and case.partner_id.property_account_position.id or False
partner_addr = partner_obj.address_get(cr, uid, [case.partner_id.id],
['invoice', 'delivery', 'contact'])
pricelist = partner_obj.browse(cr, uid, case.partner_id.id,
context).property_product_pricelist.id
else:
partner_id = make.partner_id.id
fpos = fpos_data and fpos_data.id or False
partner_addr = default_partner_addr
pricelist = default_pricelist
if False in partner_addr.values():
raise osv.except_osv(_('Data Insufficient!'),_('Customer has no addresses defined!'))
vals = {
'origin': 'CRM-Opportunity:%s' % str(case.id),
'section_id': case.section_id and case.section_id.id or False,
'picking_policy': make.picking_policy,
'shop_id': make.shop_id.id,
'partner_id': partner_id,
'pricelist_id': pricelist,
'partner_invoice_id': partner_addr['invoice'],
'partner_order_id': partner_addr['contact'],
'partner_shipping_id': partner_addr['delivery'],
'order_policy': 'manual',
'date_order': now(),
'fiscal_position': fpos,
}
if partner_id:
partner = partner_obj.browse(cr, uid, partner_id, context=context)
vals['user_id'] = partner.user_id and partner.user_id.id or uid
if make.analytic_account.id:
vals['project_id'] = make.analytic_account.id
new_id = sale_obj.create(cr, uid, vals)
for product_id in make.product_ids:
value = sale_line_obj.product_id_change(cr, uid, [], pricelist,
product_id.id, qty=1, partner_id=partner_id, fiscal_position=fpos)['value']
value['product_id'] = product_id.id
value['order_id'] = new_id
value['tax_id'] = [(6,0,value['tax_id'])]
sale_line_obj.create(cr, uid, value)
case_obj.write(cr, uid, [case.id], {'ref': 'sale.order,%s' % new_id})
new_ids.append(new_id)
if make.close:
case_obj.case_close(cr, uid, data)
if not new_ids:
return {}
if len(new_ids)<=1:
value = {
'domain': str([('id', 'in', new_ids)]),
'view_type': 'form',
'view_mode': 'form',
'res_model': 'sale.order',
'view_id': False,
'type': 'ir.actions.act_window',
'res_id': new_ids and new_ids[0]
}
else:
value = {
'domain': str([('id', 'in', new_ids)]),
'view_type': 'form',
'view_mode': 'tree,form',
'res_model': 'sale.order',
'view_id': False,
'type': 'ir.actions.act_window',
'res_id':new_ids
}
return value
_columns = {
'shop_id': fields.many2one('sale.shop', 'Shop', required = True),
'partner_id': fields.many2one('res.partner', 'Customer', required = True, help = 'Use this partner if there is no partner on the case'),
'picking_policy': fields.selection([('direct','Direct Delivery'),
('one','All at once')], 'Picking Policy', required = True),
'product_ids': fields.many2many('product.product', 'product_sale_rel',\
'sale_id', 'product_id', 'Products'),
'analytic_account': fields.many2one('account.analytic.account', 'Analytic Account'),
'close': fields.boolean('Close Case', help = 'Check this to close the case after having created the sale order.'),
}
_defaults = {
'partner_id': _selectPartner,
'close': lambda *a: 1
}
crm_make_sale()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/sale_crm/wizard/crm_make_sale_view.xml
-41
View File
@@ -1,41 +0,0 @@
<openerp>
<data>
<!-- crm make sale's view -->
<record id="view_crm_make_sale" model="ir.ui.view">
<field name="name">crm.make.sale.form</field>
<field name="model">crm.make.sale</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Convert to Quote">
<field name="partner_id"/>
<field name="shop_id"/>
<field name="analytic_account"/>
<field name="picking_policy"/>
<field name="close"/>
<newline/>
<field name="product_ids" colspan="4"/>
<separator colspan="4"/>
<group col="4" colspan="4">
<label string="" colspan="2"/>
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
<button name="makeOrder" string="Create Quote" type="object" icon='gtk-go-forward'/>
</group>
</form>
</field>
</record>
<!-- crm make sale's action -->
<record id="action_crm_make_sale" model="ir.actions.act_window">
<field name="name">Make Quotation</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">crm.make.sale</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
</data>
</openerp>
addons/sale_crm/wizard/makesale.py
+174
View File
@@ -0,0 +1,174 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from mx.DateTime import now
import wizard
import netsvc
import ir
import pooler
from tools.translate import _
sale_form = """<?xml version="1.0"?>
<form string="Convert to Quote">
<field name="partner_id" required="True"/>
<field name="shop_id" required="True"/>
<field name="analytic_account"/>
<field name="picking_policy" required="True"/>
<field name="close"/>
<newline/>
<field name="products" colspan="4"/>
</form>"""
sale_fields = {
'shop_id': {'string': 'Shop', 'type': 'many2one', 'relation': 'sale.shop'},
'partner_id': {'string': 'Customer', 'type': 'many2one',
'relation': 'res.partner',
'help': 'Use this partner if there is no partner on the case'},
'picking_policy': {'string': 'Picking Policy', 'type': 'selection',
'selection': [('direct','Direct Delivery'),('one','All at once')]},
'products': {'string': 'Products', 'type': 'many2many',
'relation': 'product.product'},
'analytic_account': {'string': 'Analytic Account', 'type': 'many2one',
'relation': 'account.analytic.account'},
'close': {'string': 'Close Case', 'type': 'boolean', 'default': lambda *a: 1,
'help': 'Check this to close the case after having created the sale order.'},
}
class make_sale(wizard.interface):
def _selectPartner(self, cr, uid, data, context):
case_obj = pooler.get_pool(cr.dbname).get('crm.opportunity')
case = case_obj.read(cr, uid, data['ids'], ['partner_id'])
return {'partner_id': case[0]['partner_id']}
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, 'sale', 'view_sales_order_filter')
id = mod_obj.read(cr, uid, result, ['res_id'])
case_obj = pool.get('crm.opportunity')
sale_obj = pool.get('sale.order')
partner_obj = pool.get('res.partner')
sale_line_obj = pool.get('sale.order.line')
default_partner_addr = partner_obj.address_get(cr, uid, [data['form']['partner_id']],
['invoice', 'delivery', 'contact'])
default_pricelist = partner_obj.browse(cr, uid, data['form']['partner_id'],
context).property_product_pricelist.id
fpos_data = partner_obj.browse(cr, uid, data['form']['partner_id'],context).property_account_position
new_ids = []
for case in case_obj.browse(cr, uid, data['ids']):
if case.partner_id and case.partner_id.id:
partner_id = case.partner_id.id
fpos = case.partner_id.property_account_position and case.partner_id.property_account_position.id or False
partner_addr = partner_obj.address_get(cr, uid, [case.partner_id.id],
['invoice', 'delivery', 'contact'])
pricelist = partner_obj.browse(cr, uid, case.partner_id.id,
context).property_product_pricelist.id
else:
partner_id = data['form']['partner_id']
fpos = fpos_data and fpos_data.id or False
partner_addr = default_partner_addr
pricelist = default_pricelist
if False in partner_addr.values():
raise wizard.except_wizard(_('Data Insufficient!'),_('Customer has no addresses defined!'))
vals = {
'origin': 'CRM-Opportunity:%s' % str(case.id),
'section_id': case.section_id and case.section_id.id or False,
'picking_policy': data['form']['picking_policy'],
'shop_id': data['form']['shop_id'],
'partner_id': partner_id,
'pricelist_id': pricelist,
'partner_invoice_id': partner_addr['invoice'],
'partner_order_id': partner_addr['contact'],
'partner_shipping_id': partner_addr['delivery'],
'order_policy': 'manual',
'date_order': now(),
'fiscal_position': fpos,
}
if partner_id:
partner = partner_obj.browse(cr, uid, partner_id, context=context)
vals['user_id'] = partner.user_id and partner.user_id.id or uid
if data['form']['analytic_account']:
vals['project_id'] = data['form']['analytic_account']
new_id = sale_obj.create(cr, uid, vals)
for product_id in data['form']['products'][0][2]:
value = sale_line_obj.product_id_change(cr, uid, [], pricelist,
product_id, qty=1, partner_id=partner_id, fiscal_position=fpos)['value']
value['product_id'] = product_id
value['order_id'] = new_id
value['tax_id'] = [(6,0,value['tax_id'])]
sale_line_obj.create(cr, uid, value)
case_obj.write(cr, uid, [case.id], {'ref': 'sale.order,%s' % new_id})
new_ids.append(new_id)
if data['form']['close']:
case_obj.case_close(cr, uid, data['ids'])
if not new_ids:
return {}
if len(new_ids)<=1:
value = {
'domain': str([('id', 'in', new_ids)]),
'view_type': 'form',
'view_mode': 'form',
'res_model': 'sale.order',
'view_id': False,
'type': 'ir.actions.act_window',
'res_id': new_ids and new_ids[0]
}
else:
value = {
'domain': str([('id', 'in', new_ids)]),
'view_type': 'form',
'view_mode': 'tree,form',
'res_model': 'sale.order',
'view_id': False,
'type': 'ir.actions.act_window',
'res_id':new_ids
}
return value
states = {
'init': {
'actions': [_selectPartner],
'result': {'type': 'form', 'arch': sale_form, 'fields': sale_fields,
'state' : [('end', 'Cancel', 'gtk-cancel'),('order', 'Create Quote', 'gtk-go-forward')]}
},
'order': {
'actions': [],
'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
}
}
make_sale('crm.opportunity.make_order')
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/smtpclient/smtpclient.py
+2 -2
View File
@@ -539,8 +539,8 @@ class smtpclient(osv.osv):
sids = queue.search(cr, uid, [('state','not in',['send','sending']), ('server_id','in',ids)], order="priority", limit=30)
message = ""
if len(ids) > 0:
message = "sending %s emails from message queuq !" % (len(ids))
if len(sids) > 0:
message = "sending %s emails from message queue !" % (len(sids))
logger.notifyChannel('smtp', netsvc.LOG_INFO, message)
result = self. _send_emails(cr, uid, sids, {})