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[REM]: crm: Removed crm claims model from crm (Made new module for claims)

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bzr revid: rpa@tinyerp.com-20100427121857-6gi80if8ks0d5vc6
This commit is contained in:
rpa (Open ERP)
2010-04-27 17:48:57 +05:30
parent c2b5890db2
commit cfc6e29efd
11 changed files with 1 additions and 903 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/__init__.py
-2
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@@ -27,7 +27,6 @@ import crm_meeting
import crm_opportunity
import crm_lead
import crm_phonecall
import crm_claim
import crm_fundraising
import crm_helpdesk
@@ -36,6 +35,5 @@ import wizard
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/__openerp__.py
+1 -46
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@@ -54,72 +54,27 @@ between mails and Open ERP.""",
],
'init_xml': [
'crm_data.xml',
'crm_meeting_data.xml',
'crm_claims_data.xml',
'crm_fund_data.xml',
'crm_helpdesk_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',
'crm_fund_view.xml',
'crm_fund_menu.xml',
'crm_claims_view.xml',
'crm_claims_menu.xml',
'crm_helpdesk_view.xml',
'crm_helpdesk_menu.xml',
'security/crm_security.xml',
'security/ir.model.access.csv',
'report/crm_report_view.xml',
'report/crm_claim_report_view.xml',
'report/crm_lead_report_view.xml',
'report/crm_fundraising_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_claims_demo.xml',
'crm_fund_demo.xml',
'crm_helpdesk_demo.xml',
'crm_lead_demo.xml',
'crm_meeting_demo.xml',
'crm_opportunity_demo.xml',
'crm_phonecall_demo.xml'
],
'installable': True,
'active': False,
'certificate': '0079056041421',
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/crm_claim.py
-73
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@@ -1,73 +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
import crm
class crm_claim(osv.osv):
"""
Crm claim
"""
_name = "crm.claim"
_description = "Claim Cases"
_order = "id desc"
_inherit = 'crm.case'
_columns = {
'date_closed': fields.datetime('Closed', readonly=True),
'date': fields.datetime('Date'),
'ref' : fields.reference('Reference', selection=crm._links_get, size=128),
'ref2' : fields.reference('Reference 2', selection=crm._links_get, size=128),
'canal_id': fields.many2one('res.partner.canal', 'Channel',\
help="The channels represent the different communication\
modes available with the customer." \
" With each commercial opportunity, you can indicate the\
canall which is this opportunity source."),
'planned_revenue': fields.float('Planned Revenue'),
'planned_cost': fields.float('Planned Costs'),
'som': fields.many2one('res.partner.som', 'State of Mind', \
help="The minds states allow to define a value scale which represents" \
"the partner mentality in relation to our services.The scale has" \
"to be created with a factor for each level from 0 (Very dissatisfied) \
to 10 (Extremely satisfied)."),
'categ_id': fields.many2one('crm.case.categ', 'Category',\
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.claim')]"),
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
'type_id': fields.many2one('crm.case.resource.type', 'Claim Type',\
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.claim')]"),
'partner_name': fields.char("Employee's Name", size=64),
'partner_mobile': fields.char('Mobile', size=32),
'partner_phone': fields.char('Phone', size=32),
'stage_id': fields.many2one ('crm.case.stage', 'Stage',\
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.claim')]"),
'probability': fields.float('Probability (%)'),
}
_defaults = {
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
}
crm_claim()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/crm_claims_data.xml
-78
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@@ -1,78 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!--
Claims Categories
-->
<record model="crm.case.categ" id="categ_claim1">
<field name="name">Factual Claims</field>
<field name="section_id" ref="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="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="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<!--
Case Category2
-->
<record model="crm.case.resource.type" id="type_claim1">
<field name="name">Corrective</field>
<field name="section_id" ref="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="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
<!--
Case Stage
-->
<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="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="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="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="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="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
</data>
</openerp>
addons/crm/crm_claims_demo.xml
-129
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@@ -1,129 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!--
((((((((((( Demo Cases )))))))))))
-->
<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="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;Problem with the delivery of goods&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<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 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="partner_id" ref="base.res_partner_6"/>
<field eval="&quot;4&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Damaged Products&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<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 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="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Document related problems&quot;" name="name"/>
<field eval="&quot;done&quot;" name="state"/>
<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 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="partner_id" ref="base.res_partner_tinyatwork"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Product quality not maintained&quot;" name="name"/>
<field eval="&quot;draft&quot;" name="state"/>
<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 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="partner_id" ref="base.res_partner_5"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Some products missing&quot;" name="name"/>
<field eval="&quot;pending&quot;" name="state"/>
<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 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="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Problem with the delivery of assignments&quot;" name="name"/>
<field eval="&quot;cancel&quot;" name="state"/>
<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 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="partner_id" ref="base.res_partner_seagate"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Documents unclear&quot;" name="name"/>
<field eval="&quot;done&quot;" name="state"/>
<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 eval="&quot;(282) 603-7489&quot;" name="partner_phone"/>
</record>
</data>
</openerp>
addons/crm/crm_claims_menu.xml
-53
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@@ -1,53 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<menuitem id="base.menu_aftersale" name="After-Sale Services"
groups="base.group_extended"
parent="base.menu_base_partner" sequence="6" />
<!-- Claims Menu -->
<record model="ir.actions.act_window" id="crm_case_categ_claim0">
<field name="name">Claims</field>
<field name="res_model">crm.claim</field>
<field name="view_type">form</field>
<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"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_claim0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_claim0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_claim0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_claim0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_claim0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_categ_claim0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_act_job">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ_claim0"/>
</record>
<menuitem name="Claims" id="menu_crm_case_claims"
parent="base.menu_aftersale" action="crm_case_categ_claim0" />
</data>
</openerp>
addons/crm/crm_claims_view.xml
-294
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@@ -1,294 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data>
<!-- Claims categories -->
<record id="crm_claim_categ_action" model="ir.actions.act_window">
<field name="name">Claim 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.claim')]</field>
<field name="context">{'object_id':'crm.claim'}</field>
</record>
<menuitem action="crm_claim_categ_action"
id="menu_crm_case_claim-act" parent="crm.menu_crm_case_categ" />
<!-- Claim Stages -->
<record id="crm_claim_stage_act" model="ir.actions.act_window">
<field name="name">Claim 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.claim')]</field>
<field name="context">{'object_id':'crm.claim'}</field>
</record>
<menuitem action="crm_claim_stage_act"
id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_stage" />
<!-- Claim Resource Type -->
<record id="crm_claim_resource_act" model="ir.actions.act_window">
<field name="name">Claim 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.claim')]</field>
<field name="context">{'object_id':'crm.claim'}</field>
</record>
<menuitem action="crm_claim_resource_act"
id="menu_crm_claim_stage_act"
parent="crm.menu_crm_case_resource_type" />
<!-- Claims -->
<record model="ir.ui.view" id="crm_case_claims_tree_view">
<field name="name">CRM - Claims Tree</field>
<field name="model">crm.claim</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Claims" colors="blue:state=='pending';black:state=='open';grey:state in ('close', 'cancel')">
<field name="id"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id" />
<field name="section_id"/>
<field name="date" string="Claim Date"/>
<field name="date_deadline" string="Deadline"/>
<field name="date_closed" string="Closure Date"/>
<field name="categ_id" string="Type" select="1"/>
<field name="state"/>
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_pending" string="Pending"
states="draft,open" type="object"
icon="gtk-media-pause" />
<button name="case_close" string="Close"
states="open,draft,pending" type="object"
icon="gtk-close" />
<button name="case_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
<button name="case_reset" string="Reset to Draft"
states="done,cancel" type="object" icon="gtk-convert" />
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_case_claims_form_view">
<field name="name">CRM - Claims Form</field>
<field name="model">crm.claim</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Claims">
<group colspan="4" col="4">
<field name="name"/>
<field name="date" string="Date of Claim"/>
<field name="date_deadline" string="Deadline"/>
</group>
<group colspan="4" col="4">
<notebook>
<page string="Claim Info">
<separator colspan="4" string="Communication"/>
<group colspan="4" col="4">
<field name="partner_id" string="Partner"
on_change="onchange_partner_id(partner_id)" />
<field name="partner_address_id" string="Contact"
on_change="onchange_partner_address_id(partner_address_id, email_from)" />
<field name="partner_phone"/>
<field name="partner_mobile"/>
<field name="email_from"/>
</group>
<separator colspan="4" string="Status and Categorization"/>
<group colspan="4" col="6">
<field name="user_id" string="Responsible"/>
<field name="section_id" widget="selection"/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="categ_id" select="1" widget="selection"
domain="[('object_id.model', '=', 'crm.claim')]" />
<field name="type_id" string="Type of Action" select="1"
domain="[('object_id.model', '=', 'crm.claim')]" />
<field name="priority"/>
</group>
<separator colspan="4" string="References"/>
<group colspan="4" col="4">
<field name="ref"/>
<field name="ref2"/>
</group>
<separator colspan="4" string="Claim/Action Description"/>
<field name="description" colspan="4" nolabel="1"/>
<separator colspan="4" string=""/>
<group col="8" colspan="4">
<field name="state" select="1"/>
<button name="case_close" string="Done"
states="open,draft,pending" type="object"
icon="gtk-jump-to" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
<button name="case_pending" string="Pending"
states="draft,open" type="object"
icon="gtk-media-pause" />
<button name="case_reset"
string="Reset to Draft" states="done,cancel"
type="object" icon="gtk-convert" />
</group>
</page>
<page string="History" groups="base.group_extended">
<field name="id" select="1"/>
<field name="active"/>
<field name="canal_id"/>
<field name="som"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
<field name="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.claim'}"
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.claim'}"
icon="gtk-go-forward" type="action" />
</page>
</notebook>
</group>
</form>
</field>
</record>
<!-- Claim Calendar view -->
<record model="ir.ui.view" id="crm_case_claims_calendar_view">
<field name="name">CRM - Claims Calendar</field>
<field name="model">crm.claim</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Claims" date_start="date" color="user_id">
<field name="name"/>
<field name="partner_name"/>
<field name="categ_id"/>
</calendar>
</field>
</record>
<!-- Claim Graph view -->
<record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
<field name="name">CRM -Graph</field>
<field name="model">crm.claim</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
<field name="stage_id"/>
<field name="planned_cost" operator="+"/>
<field name="planned_revenue" operator="+"/>
</graph>
</field>
</record>
<!-- Crm claim Search view -->
<record id="view_crm_case_claims_filter" model="ir.ui.view">
<field name="name">CRM - Claims Search</field>
<field name="model">crm.claim</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Claims">
<filter icon="gtk-new" string="Current"
domain="[('state','in',('draft', 'open'))]"
separator="1" help="Current Claims" default="1"
/>
<filter icon="gtk-execute"
string="In Progress"
domain="[('state','=','open')]"
separator="1" help="In Progress Claims"
/>
<filter icon="gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"
separator="1" help="All pending Claims"
/>
<separator orientation="vertical"/>
<field name="name" select='1'/>
<field name="partner_id" select="1"/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner"
domain="[('user_id','=',uid)]" help="My Claims"
default="1" />
<filter icon="terp-partner"
domain="[('user_id','=', False)]"
help="Unassigned Claims" />
</field>
<field name="section_id" select="1"
widget="selection"
default="context.get('section_id', False)">
<filter icon="terp-crm"
domain="[('section_id','=',context.get('section_id',False))]"
help="My section" />
</field>
<newline/>
<group expand="1" string="Group By..." colspan="10" col="20">
<filter string="Deadline" icon="terp-crm"
domain="[]"
context="{'group_by':'date_deadline'}" />
<filter string="Closure" icon="terp-crm"
domain="[]"
context="{'group_by':'date_closed'}" />
</group>
</search>
</field>
</record>
</data>
</openerp>
addons/crm/report/__init__.py
-1
View File
@@ -21,7 +21,6 @@
#import report_businessopp
import crm_report
import crm_claim_report
import crm_lead_report
import crm_phonecall_report
import crm_fundraising_report
addons/crm/report/crm_claim_report.py
-90
View File
@@ -1,90 +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
import tools
import crm_report
class crm_claim_report(osv.osv):
""" CRM Claim Report"""
_name = "crm.claim.report"
_auto = False
_inherit = "crm.case.report"
_description = "CRM Claim 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"),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.claim')]", readonly=True),
'categ_id': fields.many2one('crm.case.categ', 'Category',\
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.claim')]", readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner', readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
'priority': fields.selection(crm_report.AVAILABLE_PRIORITIES, 'Priority'),
'type_id': fields.many2one('crm.case.resource.type', 'Claim Type',\
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.claim')]"),
}
def init(self, cr):
""" Display Number of cases And Section Name
@param cr: the current row, from the database cursor,
"""
tools.drop_view_if_exists(cr, 'crm_claim_report')
cr.execute("""
create or replace view crm_claim_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,
c.user_id,
c.stage_id,
c.section_id,
c.partner_id,
c.company_id,
c.categ_id,
count(*) as nbr,
0 as avg_answers,
0.0 as perc_done,
0.0 as perc_cancel,
c.priority as priority,
c.type_id as type_id,
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_claim 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,\
c.categ_id,c.partner_id,c.company_id,c.create_date,to_char(c.create_date, 'YYYY-MM-DD')
,c.priority,c.type_id,c.som
)""")
crm_claim_report()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/report/crm_claim_report_view.xml
-135
View File
@@ -1,135 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!-- CRM Claim Report Tree View -->
<record id="view_report_crm_claim_tree" model="ir.ui.view">
<field name="name">crm.claim.report.tree</field>
<field name="model">crm.claim.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Claims">
<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="#Claim" sum="#Claim"/>
<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="priority" invisible="1"/>
<field name="type_id" invisible="1"/>
</tree>
</field>
</record>
<!-- CRM Claim Report Form View -->
<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="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>
<!-- CRM Claim Report Graph View -->
<record id="view_report_crm_claim_graph" model="ir.ui.view">
<field name="name">crm.claim.report.graph</field>
<field name="model">crm.claim.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Claims" type="bar">
<field name="state"/>
<field name="nbr" operator="+"/>
<field group="True" name="user_id"/>
</graph>
</field>
</record>
<!-- CRM Claim Report Search View -->
<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="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.claim')]"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
<separator orientation="vertical"/>
<field name="priority" />
<field name="type_id" widget="selection" domain="[('object_id.model', '=', 'crm.claim')]"/>
</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>
<xpath
expr='//search[@string="Search"]/group[@string="Group By..."]/filter[@string="Category"]'
position='after'>
<separator orientation="vertical"/>
<filter string="Priority" icon="terp-sale" domain="[]"
context="{'group_by':'priority'}" />
<filter string="Type" icon="terp-sale" domain="[]"
context="{'group_by':'type_id'}" />
</xpath>
</data>
</field>
</record>
<!-- CRM Claim Report Action -->
<record id="action_report_crm_claim" model="ir.actions.act_window">
<field name="name">Claims</field>
<field name="res_model">crm.claim.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="view_id" ref="view_report_crm_claim_tree"/>
<field name="search_view_id" ref="view_report_crm_claim_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_claim_tree">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_report_crm_claim_tree"/>
<field name="act_window_id" ref="action_report_crm_claim"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_claim_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_report_crm_claim_graph"/>
<field name="act_window_id" ref="action_report_crm_claim"/>
</record>
<menuitem name="Claims" id="menu_report_crm_claim_tree"
groups="base.group_extended"
action="action_report_crm_claim" parent="base.next_id_64" />
</data>
</openerp>
addons/crm/security/ir.model.access.csv
-2
View File
@@ -5,7 +5,6 @@
"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
@@ -26,7 +25,6 @@
"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
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
8 access_crm_fundraising crm.fundraising model_crm_fundraising crm.group_crm_manager 1 1 1 1
9 access_crm_helpdesk crm.helpdesk model_crm_helpdesk crm.group_crm_manager 1 1 1 1
10 access_crm_meeting crm.meeting model_crm_meeting crm.group_crm_manager 1 1 1 1
25 access_crm_case_resource_type_manager crm_case_resource_type manager model_crm_case_resource_type crm.group_crm_manager 1 1 1 1
26 access_crm_case_report_user crm.case.report model_crm_case_report crm.group_crm_user 1 0 0 0
27 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
28 access_crm_fundraising_report_user crm.fundraising.report model_crm_fundraising_report crm.group_crm_user 1 0 0 0
29 access_crm_lead_report_user crm.lead.report model_crm_lead_report crm.group_crm_user 1 0 0 0
30 access_crm_phonecall_report_user crm.phonecall.report model_crm_phonecall_report crm.group_crm_user 1 0 0 0