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[IMP] improve demo data and menu items

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This commit is contained in:
Randhir Mayatra rma-openerp
2014-04-21 15:32:12 +05:30
parent e25229a6da
commit 9bb0e6f30e
12 changed files with 83 additions and 115 deletions
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addons/crm/crm.py
+3 -14
View File
@@ -91,7 +91,6 @@ class crm_case_stage(osv.osv):
class crm_case_section(osv.osv):
""" Model for sales teams. """
_name = "crm.case.section"
_inherits = {'mail.alias': 'alias_id'}
_inherit = 'crm.case.section'
_description = "Sales Teams"
@@ -120,18 +119,17 @@ class crm_case_section(osv.osv):
return res
_columns = {
'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="restrict", required=True, help="The email address associated with this team. New emails received will automatically ""create new leads assigned to the team."),
'stage_ids': fields.many2many('crm.case.stage', 'section_stage_rel', 'section_id', 'stage_id', 'Stages'),
'use_leads': fields.boolean('Leads',
help="The first contact you get with a potential customer is a lead you qualify before converting it into a real business opportunity. Check this box to manage leads in this sales team."),
'monthly_open_leads': fields.function(_get_opportunities_data,
type="string", readonly=True, multi='_get_opportunities_data',
string='Open Leads per Month'),
'monthly_planned_revenue': fields.function(_get_opportunities_data,
type="string", readonly=True, multi='_get_opportunities_data',
string='Planned Revenue per Month')
string='Planned Revenue per Month'),
'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"),
}
def _get_stage_common(self, cr, uid, context):
@@ -142,15 +140,6 @@ class crm_case_section(osv.osv):
'stage_ids': _get_stage_common,
'use_leads': True,
}
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
create_context = dict(context, alias_model_name='crm.lead', alias_parent_model_name=self._name)
section_id = super(crm_case_section, self).create(cr, uid, vals, context=create_context)
section = self.browse(cr, uid, section_id, context=context)
self.pool.get('mail.alias').write(cr, uid, [section.alias_id.id], {'alias_parent_thread_id': section_id, 'alias_defaults': {'section_id': section_id, 'type': 'lead'}}, context=context)
return section_id
def unlink(self, cr, uid, ids, context=None):
# Cascade-delete mail aliases as well, as they should not exist without the sales team.
addons/crm/crm_data.xml
+5 -9
View File
@@ -26,34 +26,30 @@
<field name="name">Email</field>
</record>
<record model="crm.case.section" id="section_sales_department">
<field name="name">Direct Sales</field>
<field name="code">DM</field>
<record model="crm.case.section" id="sale_team.section_sales_department">
<field name="use_leads">True</field>
<field name="alias_name">sales</field>
<field name="member_ids" eval="[(4, ref('base.user_root'))]"/>
</record>
<!-- Payment Mode -->
<record model="crm.payment.mode" id="payment_mode_1">
<field name="name">Cash</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record model="crm.payment.mode" id="payment_mode_2">
<field name="name">Check</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record model="crm.payment.mode" id="payment_mode_3">
<field name="name">Credit Card</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record model="crm.payment.mode" id="payment_mode_4">
<field name="name">Demand Draft</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<!--default alias for leads-->
addons/crm/crm_demo.xml
-16
View File
@@ -6,22 +6,6 @@
<field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
</record>
<record id="crm.section_sales_department" model="crm.case.section">
<field name="member_ids" eval="[(4, ref('base.user_demo'))]"/>
</record>
<record model="crm.case.section" id="crm_case_section_1">
<field name="name">Indirect Sales</field>
<field name="code">IM</field>
<field name="member_ids" eval="[(4, ref('base.user_root')),(4, ref('base.user_demo'))]"/>
</record>
<record model="crm.case.section" id="crm_case_section_2">
<field name="name">Marketing</field>
<field name="code">SPD</field>
<field name="member_ids" eval="[(4, ref('base.user_root')),(4, ref('base.user_demo'))]"/>
</record>
<record model="crm.segmentation" id="crm_segmentation0">
<field name="name">OpenERP partners</field>
<field name="exclusif">True</field>
addons/crm/crm_lead.py
+1
View File
@@ -195,6 +195,7 @@ class crm_lead(format_address, osv.osv):
resource_id = resource_ids[0]
duration = float(ans.days)
if lead.section_id and lead.section_id.resource_calendar_id:
duration = float(ans.days) * 24
new_dates = cal_obj.interval_get(cr,
addons/crm/crm_lead_data.xml
+17 -17
View File
@@ -60,7 +60,7 @@
<field name="type">opportunity</field>
</record>
<record model="crm.case.section" id="section_sales_department">
<record model="crm.case.section" id="sale_team.section_sales_department">
<field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
(4, ref('stage_lead3')), (4, ref('stage_lead4')),
(4, ref('stage_lead5')), (4, ref('stage_lead6')),
@@ -70,76 +70,76 @@
<!-- Crm campain -->
<record model="crm.case.resource.type" id="type_lead1">
<field name="name">Telesales</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead2">
<field name="name">Email Campaign - Services</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead3">
<field name="name">Email Campaign - Products</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead4">
<field name="name">Twitter Ads</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead5">
<field name="name">Google Adwords</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead6">
<field name="name">Banner Ads</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead7">
<field name="name">Television</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead8">
<field name="name">Newsletter</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
</record>
<!-- crm categories -->
<record model="crm.case.categ" id="categ_oppor1">
<field name="name">Product</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor2">
<field name="name">Software</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor3">
<field name="name">Services</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor4">
<field name="name">Information</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor5">
<field name="name">Design</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor6">
<field name="name">Training</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor7">
<field name="name">Consulting</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor8">
<field name="name">Other</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
addons/crm/crm_lead_demo.xml
+26 -26
View File
@@ -20,7 +20,7 @@
<field name="categ_ids" eval="[(6, 0, [categ_oppor6])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">1</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hello,
@@ -55,7 +55,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor2])]"/>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">4</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@@ -84,7 +84,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@@ -105,7 +105,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor5])]"/>
<field name="channel_id" ref=""/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead6"/>
</record>
@@ -130,7 +130,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hi,
@@ -157,7 +157,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3,categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@@ -175,7 +175,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">5</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@@ -194,7 +194,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor6,categ_oppor8])]"/>
<field name="channel_id" ref=""/>
<field name="priority">4</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@@ -213,7 +213,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_phone"/>
<field name="priority">2</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@@ -231,7 +231,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hi,
@@ -254,7 +254,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_direct"/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@@ -272,7 +272,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">2</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@@ -310,7 +310,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-25')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-12')" name="date_action"/>
<field name="title_action">Meeting for pricing information.</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead1"/>
</record>
@@ -335,7 +335,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-23')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Send Catalogue by Email</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
</record>
@@ -356,7 +356,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-12')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Call to ask system requirement</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
@@ -383,7 +383,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-1')" name="date_action"/>
<field name="title_action">Convert to quote</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
@@ -408,7 +408,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-8')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-3')" name="date_action"/>
<field name="title_action">Send price list regarding our interventions</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
@@ -435,7 +435,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-13')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-4')" name="date_action"/>
<field name="title_action">Call to define real needs about training</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field eval="1" name="active"/>
@@ -462,7 +462,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-10')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-5')" name="date_action"/>
<field name="title_action">Ask for the good receprion of the proposition</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=3)).strftime('%Y-%m-%d %H:%M')"/>
@@ -479,7 +479,7 @@ Andrew</field>
<field name="type_id" ref="type_lead3"/>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4,categ_oppor8])]"/>
<field name="priority">2</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead4"/>
</record>
@@ -493,7 +493,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_phone"/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
@@ -511,7 +511,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">3</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead5"/>
</record>
@@ -526,7 +526,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3])]"/>
<field name="channel_id" ref="crm_case_channel_direct"/>
<field name="priority">5</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead5"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
@@ -545,7 +545,7 @@ Andrew</field>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">5</field>
<field eval="time.strftime('%Y-%m-6')" name="date_deadline"/>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead5"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(month=1)).strftime('%Y-%m-%d %H:%M')"/>
@@ -568,7 +568,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="priority">2</field>
<field name="title_action">Conf call with technical service</field>
<field name="section_id" ref="crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead5"/>
</record>
@@ -592,7 +592,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-23')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Send Catalogue by Email</field>
<field name="section_id" ref="crm_case_section_2"/>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead5"/>
<!-- <field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/> -->
addons/crm/crm_phonecall_data.xml
+2 -2
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@@ -6,13 +6,13 @@
-->
<record model="crm.case.categ" id="categ_phone1">
<field name="name">Inbound</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_phone2">
<field name="name">Outbound</field>
<field name="section_id" ref="section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>
addons/crm/crm_phonecall_demo.xml
+6 -6
View File
@@ -11,7 +11,7 @@
<field name="name">Left the message</field>
<field name="state">done</field>
<field name="partner_phone">+34 934 340 230</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="2.3" name="duration"/>
@@ -24,7 +24,7 @@
<field name="name">Need more information on the proposed deal</field>
<field name="state">done</field>
<field name="partner_phone">+44 121 690 4596</field>
<field name="section_id" ref="crm.crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="1.5" name="duration"/>
@@ -37,7 +37,7 @@
<field name="name">Ask for convenient time of meeting</field>
<field name="state">open</field>
<field name="partner_phone">+1 786 525 0724</field>
<field name="section_id" ref="crm.crm_case_section_2"/>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="5.0" name="duration"/>
@@ -50,7 +50,7 @@
<field name="state">done</field>
<field name="partner_phone">(077) 582-4035</field>
<field name="partner_mobile">(077) 341-3591</field>
<field name="section_id" ref="crm.crm_case_section_2"/>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="5.45" name="duration"/>
@@ -63,7 +63,7 @@
<field name="name">More information on the proposed deal</field>
<field name="state">pending</field>
<field name="partner_phone">+1 312 349 2324</field>
<field name="section_id" ref="crm.crm_case_section_1"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="2.08" name="duration"/>
@@ -74,7 +74,7 @@
<field name="name">Proposal for discount offer</field>
<field name="state">open</field>
<field name="partner_phone">+34 230 953 485</field>
<field name="section_id" ref="crm.crm_case_section_2"/>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="8.56" name="duration"/>
addons/sale_team/__openerp__.py
+8 -4
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@@ -22,13 +22,17 @@
'name' : 'Sale Team',
'version' : '1.0',
'author' : 'OpenERP SA',
'category': 'hidden',
'category': 'Sales Management',
'summary': 'Sales Team',
'description': """ """,
'website': 'http://www.openerp.com',
'depends' : ['base','web_kanban','mail', 'resource'],
'data': ['sale_team.xml','sale_team_security.xml','res_config_view.xml','ir.model.access.csv'],
'demo': [],
'depends' : ['base','mail'],
'data': ['security/sale_team_security.xml',
'res_config_view.xml',
'ir.model.access.csv',
'sale_team_data.xml',
'sale_team.xml',],
'demo': ['sale_team_demo.xml'],
'css': ['static/src/css/sale_team.css'],
'installable': True,
'auto_install': True,
addons/sale_team/sale_team.py
+12 -2
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@@ -34,6 +34,7 @@ class crm_case_section(osv.osv):
_name = "crm.case.section"
_inherit = ['mail.thread', 'ir.needaction_mixin']
_description = "Sales Teams"
_inherits = {'mail.alias': 'alias_id'}
_order = "complete_name"
_period_number = 5
@@ -71,6 +72,7 @@ class crm_case_section(osv.osv):
return section_result
_columns = {
'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="restrict", required=True, help="The email address associated with this team. New emails received will automatically ""create new leads assigned to the team."),
'name': fields.char('Sales Team', size=64, required=True, translate=True),
'complete_name': fields.function(get_full_name, type='char', size=256, readonly=True, store=True),
'code': fields.char('Code', size=8),
@@ -82,7 +84,6 @@ class crm_case_section(osv.osv):
'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by OpenERP about cases in this sales team"),
'parent_id': fields.many2one('crm.case.section', 'Parent Team'),
'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Teams'),
'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"),
'note': fields.text('Description'),
'working_hours': fields.float('Working Hours', digits=(16, 2)),
'color': fields.integer('Color Index'),
@@ -115,7 +116,16 @@ class crm_case_section(osv.osv):
name = record['parent_id'][1] + ' / ' + name
res.append((record['id'], name))
return res
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
create_context = dict(context, alias_model_name='res.user', alias_parent_model_name=self._name)
section_id = super(crm_case_section, self).create(cr, uid, vals, context=create_context)
section = self.browse(cr, uid, section_id, context=context)
self.pool.get('mail.alias').write(cr, uid, [section.alias_id.id], {'alias_parent_thread_id': section_id, 'alias_defaults': {'section_id': section_id, 'type': 'lead'}}, context=context)
return section_id
class res_users(osv.Model):
_inherit = 'res.users'
_columns = {
addons/sale_team/sale_team.xml
+3 -1
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@@ -1,7 +1,9 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<menuitem name="Sales"
id="base.menu_base_partner"
groups="base.group_sale_salesman,base.group_sale_manager"/>
<!-- Update user form !-->
<record model="ir.ui.view" id="res_user_form">
<field name="name">Users Preferences</field>
addons/sale_team/sale_team_security.xml
-18
View File
@@ -1,18 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<record id="base.group_mono_salesteams" model="res.groups">
<field name="name">Do Not Use Sales Teams</field>
<field name="category_id" ref="base.module_category_hidden"/>
</record>
<record id="base.group_user" model="res.groups">
<field name="implied_ids" eval="[(4, ref('base.group_mono_salesteams'))]"/>
</record>
<record id="base.group_multi_salesteams" model="res.groups">
<field name="name">Manage Sales Teams</field>
<field name="category_id" ref="base.module_category_hidden"/>
</record>
</data>
</openerp>