diff options
| author | Fabien Pinckaers <fp@tinyerp.com> | 2008-10-30 08:36:55 +0100 |
|---|---|---|
| committer | Fabien Pinckaers <fp@tinyerp.com> | 2008-10-30 08:36:55 +0100 |
| commit | 96d86dff38481e12be179023bbfcf8e035e5fc6b (patch) | |
| tree | 0bb2def3ee8b707cf9ca63bb077cf4908bf0fcae | |
| parent | 45886d06d83dd843e135818e4546cd6d2745a4d9 (diff) | |
improvement
bzr revid: fp@tinyerp.com-20081030073655-9953jh2o52sqh7tk
| -rw-r--r-- | addons/crm_configuration/__terp__.py | 50 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_bugs_data.xml | 134 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_config.py | 28 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_config_view.xml | 28 | ||||
| -rw-r--r-- | addons/crm_configuration/process/crm_configuration_process.xml | 211 |
5 files changed, 229 insertions, 222 deletions
diff --git a/addons/crm_configuration/__terp__.py b/addons/crm_configuration/__terp__.py index ba9f560644e..135a5b50f7e 100644 --- a/addons/crm_configuration/__terp__.py +++ b/addons/crm_configuration/__terp__.py @@ -5,11 +5,17 @@ "author" : "Tiny", "website" : "http://tinyerp.com/module_crm.html", "category" : "Generic Modules/CRM & SRM", - "description": """ The Tiny ERP case and request tracker enables a group of - people to intelligently and efficiently manage tasks, issues, - and requests. It manages key tasks such as communication, - identification, prioritization, assignment, resolution and notification.""", - "depends" : ["crm","report_crm", "process", "account", "board_document"], + "description": """ +The Tiny ERP case and request tracker enables a group of +people to intelligently and efficiently manage tasks, issues, +and requests. It manages key tasks such as communication, +identification, prioritization, assignment, resolution and notification. + +This module provide screens like: jobs hiring process, leads, business +opportunities, fund raising trackings, support & helpdesk, calendar of +meetings, eso. +""", + "depends" : ["crm","report_crm", "process"], "init_xml" : [ "crm_config_view.xml", "crm_bugs_view.xml", @@ -21,24 +27,24 @@ "crm_report_view.xml" ], "demo_xml" : [ - "crm_bugs_demo.xml", - "crm_fund_demo.xml", - "crm_jobs_demo.xml", - "crm_meeting_demo.xml", - "crm_lead_demo.xml", - "crm_opportunity_demo.xml", - ], +# "crm_bugs_demo.xml", +# "crm_fund_demo.xml", +# "crm_jobs_demo.xml", +# "crm_meeting_demo.xml", +# "crm_lead_demo.xml", +# "crm_opportunity_demo.xml", + ], "update_xml" : [ - "crm_bugs_data.xml", - "crm_fund_data.xml", - "crm_jobs_data.xml", - "crm_meeting_data.xml", - "crm_lead_data.xml", - "crm_opportunity_data.xml", - "crm_bugs_menu.xml", "crm_fund_menu.xml", - "crm_jobs_menu.xml", "crm_opportunity_menu.xml", - "crm_helpdesk_menu.xml", "crm_lead_menu.xml", - "crm_meeting_menu.xml", +# "crm_bugs_data.xml", +# "crm_fund_data.xml", +# "crm_jobs_data.xml", +# "crm_meeting_data.xml", +# "crm_lead_data.xml", +# "crm_opportunity_data.xml", +# "crm_bugs_menu.xml", "crm_fund_menu.xml", +# "crm_jobs_menu.xml", "crm_opportunity_menu.xml", +# "crm_helpdesk_menu.xml", "crm_lead_menu.xml", +# "crm_meeting_menu.xml", "security/ir.model.access.csv", "process/crm_configuration_process.xml", ], diff --git a/addons/crm_configuration/crm_bugs_data.xml b/addons/crm_configuration/crm_bugs_data.xml index bc03ac1f4b1..ba5f5edbf81 100644 --- a/addons/crm_configuration/crm_bugs_data.xml +++ b/addons/crm_configuration/crm_bugs_data.xml @@ -1,78 +1,78 @@ <?xml version="1.0"?> <openerp> <data noupdate="1"> - <!-- - Case Sections - --> - <record model="crm.case.section" id="section_support"> - <field name="name">Bug Tracking</field> - <field name="code">BugSup</field> - </record> + <!-- + Case Sections + --> + <record model="crm.case.section" id="section_support"> + <field name="name">Bug Tracking</field> + <field name="code">BugSup</field> + </record> - <!-- - Case Categories - --> - <!-- For Bugs --> + <!-- + Case Categories + --> + <!-- For Bugs --> - <record model="crm.case.categ" id="categ1"> - <field name="name">Bugs</field> - <field name="section_id" ref="section_support"/> - </record> - <record model="crm.case.categ" id="categ2"> - <field name="name">Patches</field> - <field name="section_id" ref="section_support"/> - </record> - <record model="crm.case.categ" id="categ3"> - <field name="name">Feature Requests</field> - <field name="section_id" ref="section_support"/> - </record> + <record model="crm.case.categ" id="categ1"> + <field name="name">Bugs</field> + <field name="section_id" ref="section_support"/> + </record> + <record model="crm.case.categ" id="categ2"> + <field name="name">Patches</field> + <field name="section_id" ref="section_support"/> + </record> + <record model="crm.case.categ" id="categ3"> + <field name="name">Feature Requests</field> + <field name="section_id" ref="section_support"/> + </record> - <!-- - Case Category2 - --> - <!-- For Bugs --> - <record model="crm.case.category2" id="category1"> - <field name="name">Version 4.2</field> - <field name="section_id" ref="section_support"/> - </record> - <record model="crm.case.category2" id="category2"> - <field name="name">Version 4.4</field> - <field name="section_id" ref="section_support"/> - </record> + <!-- + Case Category2 + --> + <!-- For Bugs --> + <record model="crm.case.category2" id="category1"> + <field name="name">Version 4.2</field> + <field name="section_id" ref="section_support"/> + </record> + <record model="crm.case.category2" id="category2"> + <field name="name">Version 4.4</field> + <field name="section_id" ref="section_support"/> + </record> - <!-- - Case Stage - --> - <!-- For Bugs --> + <!-- + Case Stage + --> + <!-- For Bugs --> - <record model="crm.case.stage" id="stage1"> - <field name="name">Accepted as Bug</field> - <field name="section_id" ref="section_support"/> - </record> - <record model="crm.case.stage" id="stage2"> - <field name="name">Fixed</field> - <field name="section_id" ref="section_support"/> - </record> - <record model="crm.case.stage" id="stage3"> - <field name="name">Won't fix</field> - <field name="section_id" ref="section_support"/> - </record> - <record model="crm.case.stage" id="stage4"> - <field name="name">Invalid</field> - <field name="section_id" ref="section_support"/> - </record> - <record model="crm.case.stage" id="stage5"> - <field name="name">Awaiting Response</field> - <field name="section_id" ref="section_support"/> - </record> - <record model="crm.case.stage" id="stage6"> - <field name="name">Works For Me</field> - <field name="section_id" ref="section_support"/> - </record> - <record model="crm.case.stage" id="stage7"> - <field name="name">Future</field> - <field name="section_id" ref="section_support"/> - </record> + <record model="crm.case.stage" id="stage1"> + <field name="name">Accepted as Bug</field> + <field name="section_id" ref="section_support"/> + </record> + <record model="crm.case.stage" id="stage2"> + <field name="name">Fixed</field> + <field name="section_id" ref="section_support"/> + </record> + <record model="crm.case.stage" id="stage3"> + <field name="name">Won't fix</field> + <field name="section_id" ref="section_support"/> + </record> + <record model="crm.case.stage" id="stage4"> + <field name="name">Invalid</field> + <field name="section_id" ref="section_support"/> + </record> + <record model="crm.case.stage" id="stage5"> + <field name="name">Awaiting Response</field> + <field name="section_id" ref="section_support"/> + </record> + <record model="crm.case.stage" id="stage6"> + <field name="name">Works For Me</field> + <field name="section_id" ref="section_support"/> + </record> + <record model="crm.case.stage" id="stage7"> + <field name="name">Future</field> + <field name="section_id" ref="section_support"/> + </record> </data> </openerp> diff --git a/addons/crm_configuration/crm_config.py b/addons/crm_configuration/crm_config.py index e04b5d8825f..71d99a581a3 100644 --- a/addons/crm_configuration/crm_config.py +++ b/addons/crm_configuration/crm_config.py @@ -97,17 +97,23 @@ class crm_menu_config_wizard(osv.osv_memory): 'opportunity': lambda *args: True, } def action_create(self, cr, uid, ids, *args): - for res in self.read(cr,uid,ids): - res.__delitem__('id') - # 'update' - for section in res : - if res[section]: - file_name = 'crm_'+section+'_menu.xml' - try: - tools.convert_xml_import(cr, 'crm_configuration', tools.file_open(os.path.join('crm_configuration',file_name )), {}, 'init', *args) - except Exception, e: - raise osv.except_osv('Error !', e) - + modid = self.pool.get('ir.module.module').search(cr, uid, [('name','=','crm_configuration')]) + moddemo = self.pool.get('ir.module.module').browse(cr, uid, modid[0]).demo + lst= ('data','menu') + if moddemo: + lst = ('data','menu','demo') + res = self.read(cr,uid,ids)[0] + for section in ['meeting','lead','opportunity','jobs','bugs','fund','helpdesk'] : + if (not res[section]): + continue + for fname in lst: + file_name = 'crm_'+section+'_'+fname+'.xml' + try: + fp = tools.file_open(os.path.join('crm_configuration',file_name )) + except IOError, e: + fp = None + if fp: + tools.convert_xml_import(cr, 'crm_configuration', fp, {}, 'init', *args) return { 'view_type': 'form', "view_mode": 'form', diff --git a/addons/crm_configuration/crm_config_view.xml b/addons/crm_configuration/crm_config_view.xml index 64b63f16973..2bb17dbe7b2 100644 --- a/addons/crm_configuration/crm_config_view.xml +++ b/addons/crm_configuration/crm_config_view.xml @@ -10,7 +10,7 @@ <field name="type">form</field> <field name="arch" type="xml"> <form string="Configure CRM Sections"> - <separator col="4" colspan="4" string="Install Pre-Configured Features"/> + <separator colspan="4" string="Install Pre-Configured Features"/> <label colspan="4" align="0.0" string="The CRM module of OpenERP is able to manage any kind of relationship. But, as to help you to start quickly on the system, we configured a few of them for you."/> <newline/> <field name="meeting"/> @@ -20,7 +20,9 @@ <field name="bugs"/> <field name="fund"/> <field name="helpdesk"/> + <separator colspan="4" string="Calendar Sharing"/> <field name="document_ics"/> + <newline/> <group col="4" colspan="4"> <button icon="gtk-cancel" name="action_cancel" type="object" special="cancel" string="Cancel"/> <button icon="gtk-go-forward" name="action_create" string="Next" type="object"/> @@ -48,16 +50,16 @@ <!-- graph view --> <record model="ir.ui.view" id="crm_case_graph_view_stage_cost"> - <field name="name">CRM -Graph</field> - <field name="model">crm.case</field> - <field name="type">graph</field> - <field name="arch" type="xml"> - <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical"> - <field name="stage_id"/> - <field name="planned_cost" operator="+"/> - <field name="planned_revenue" operator="+"/> - </graph> - </field> - </record> - </data> + <field name="name">CRM -Graph</field> + <field name="model">crm.case</field> + <field name="type">graph</field> + <field name="arch" type="xml"> + <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical"> + <field name="stage_id"/> + <field name="planned_cost" operator="+"/> + <field name="planned_revenue" operator="+"/> + </graph> + </field> + </record> + </data> </openerp> diff --git a/addons/crm_configuration/process/crm_configuration_process.xml b/addons/crm_configuration/process/crm_configuration_process.xml index b7fa5202017..84155528f92 100644 --- a/addons/crm_configuration/process/crm_configuration_process.xml +++ b/addons/crm_configuration/process/crm_configuration_process.xml @@ -1,113 +1,106 @@ <?xml version="1.0" ?> <openerp> - <data> - - <!-- - Process - --> - + <data> + + <!-- + Process + --> + <record id="process_process_contractworkflow0" model="process.process"> - <field eval=""""Contracts flow for services companies."""" name="note"/> - <field eval="1" name="active"/> - <field eval=""""Contract Workflow"""" name="name"/> - </record> - - <!-- - Process Node - --> - - <record id="process_node_leads0" model="process.node"> - <field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_leads_all"/> - <field name="model_id" ref="crm.model_crm_case"/> - <field eval=""""subflow"""" name="kind"/> - <field eval=""""Leads"""" name="name"/> - <field eval=""""Premier Contact Leads"""" name="note"/> - <field name="process_id" ref="process_process_contractworkflow0"/> - <field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/> - <field eval="1" name="flow_start"/> - </record> - - <record id="process_node_opportunities0" model="process.node"> - <field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_oppor11"/> - <field name="model_id" ref="crm.model_crm_case"/> - <field eval=""""subflow"""" name="kind"/> - <field eval=""""Opportunities"""" name="name"/> - <field eval=""""Business Opportunities"""" name="note"/> - <field name="process_id" ref="process_process_contractworkflow0"/> - <field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/> - <field eval="0" name="flow_start"/> - </record> - - <record id="process_node_accord0" model="process.node"> - <field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_leads_all"/> - <field name="model_id" ref="crm.model_crm_case"/> - <field eval=""""state"""" name="kind"/> - <field eval=""""Accord"""" name="name"/> - <field eval=""""Accord Client Contract"""" name="note"/> - <field name="process_id" ref="process_process_contractworkflow0"/> - <field eval=""""object.state=='done'"""" name="model_states"/> - <field eval="0" name="flow_start"/> - </record> - - <record id="process_node_contractanalytic0" model="process.node"> - <field name="menu_id" ref="account.account_analytic_def_account"/> - <field name="model_id" ref="account.model_account_analytic_account"/> - <field eval=""""subflow"""" name="kind"/> - <field eval=""""Contract Analytic"""" name="name"/> - <field eval=""""Analytic accounts"""" name="note"/> - <field name="process_id" ref="process_process_contractworkflow0"/> - <field eval="0" name="flow_start"/> - </record> - - <record id="process_node_contractpricelist0" model="process.node"> - <field name="menu_id" ref="product.menu_product_pricelist_action2"/> - <field name="model_id" ref="product.model_product_pricelist"/> - <field eval=""""subflow"""" name="kind"/> - <field eval=""""Contract Pricelist"""" name="name"/> - <field eval=""""Contract Volume (pricelist)"""" name="note"/> - <field name="process_id" ref="process_process_contractworkflow0"/> - <field eval="0" name="flow_start"/> - </record> - - <!-- - Process Transition - --> - - <record id="process_transition_leadopportunity0" model="process.transition"> - <field eval="[(6,0,[])]" name="role_ids"/> - <field eval="[(6,0,[])]" name="transition_ids"/> - <field eval=""""Lead Opportunity"""" name="name"/> - <field eval=""""Creating business opportunities from leads"""" name="note"/> - <field model="process.node" name="target_node_id" ref="process_node_opportunities0"/> - <field model="process.node" name="source_node_id" ref="process_node_leads0"/> - </record> - - <record id="process_transition_opportunitiesaccord0" model="process.transition"> - <field eval="[(6,0,[])]" name="role_ids"/> - <field eval="[(6,0,[])]" name="transition_ids"/> - <field eval=""""Opportunities Accord"""" name="name"/> - <field eval=""""When leads are confirmed"""" name="note"/> - <field model="process.node" name="target_node_id" ref="process_node_accord0"/> - <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/> - </record> - - <record id="process_transition_accordanalytic0" model="process.transition"> - <field eval="[(6,0,[])]" name="role_ids"/> - <field eval="[(6,0,[])]" name="transition_ids"/> - <field eval=""""Accord Analytic"""" name="name"/> - <field eval=""""Goes into the Analytic"""" name="note"/> - <field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/> - <field model="process.node" name="source_node_id" ref="process_node_accord0"/> - </record> - - <record id="process_transition_accordpricelist0" model="process.transition"> - <field eval="[(6,0,[])]" name="role_ids"/> - <field eval="[(6,0,[])]" name="transition_ids"/> - <field eval=""""Accord Pricelist"""" name="name"/> - <field eval=""""Goes into the Pricelist"""" name="note"/> - <field model="process.node" name="target_node_id" ref="process_node_contractpricelist0"/> - <field model="process.node" name="source_node_id" ref="process_node_accord0"/> - </record> + <field eval=""""Contracts flow for services companies."""" name="note"/> + <field eval="1" name="active"/> + <field eval=""""Contract Workflow"""" name="name"/> + </record> + + <!-- + Process Node + --> + + <record id="process_node_leads0" model="process.node"> + <field name="model_id" ref="crm.model_crm_case"/> + <field eval=""""subflow"""" name="kind"/> + <field eval=""""Leads"""" name="name"/> + <field eval=""""Premier Contact Leads"""" name="note"/> + <field name="process_id" ref="process_process_contractworkflow0"/> + <field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/> + <field eval="1" name="flow_start"/> + </record> + + <record id="process_node_opportunities0" model="process.node"> + <field name="model_id" ref="crm.model_crm_case"/> + <field eval=""""subflow"""" name="kind"/> + <field eval=""""Opportunities"""" name="name"/> + <field eval=""""Business Opportunities"""" name="note"/> + <field name="process_id" ref="process_process_contractworkflow0"/> + <field eval=""""object.state in ('draft', 'open', 'pending', 'done', 'cancel')"""" name="model_states"/> + <field eval="0" name="flow_start"/> + </record> + + <record id="process_node_accord0" model="process.node"> + <field name="model_id" ref="crm.model_crm_case"/> + <field eval=""""state"""" name="kind"/> + <field eval=""""Accord"""" name="name"/> + <field eval=""""Accord Client Contract"""" name="note"/> + <field name="process_id" ref="process_process_contractworkflow0"/> + <field eval=""""object.state=='done'"""" name="model_states"/> + <field eval="0" name="flow_start"/> + </record> + + <record id="process_node_contractanalytic0" model="process.node"> + <field eval=""""subflow"""" name="kind"/> + <field eval=""""Contract Analytic"""" name="name"/> + <field eval=""""Analytic Accounts"""" name="note"/> + <field name="process_id" ref="process_process_contractworkflow0"/> + <field eval="0" name="flow_start"/> + </record> + + <record id="process_node_contractpricelist0" model="process.node"> + <field eval=""""subflow"""" name="kind"/> + <field eval=""""Contract Pricelist"""" name="name"/> + <field eval=""""Contract Volume (pricelist)"""" name="note"/> + <field name="process_id" ref="process_process_contractworkflow0"/> + <field eval="0" name="flow_start"/> + </record> + + <!-- + Process Transition + --> + + <record id="process_transition_leadopportunity0" model="process.transition"> + <field eval="[(6,0,[])]" name="role_ids"/> + <field eval="[(6,0,[])]" name="transition_ids"/> + <field eval=""""Lead Opportunity"""" name="name"/> + <field eval=""""Creating business opportunities from leads"""" name="note"/> + <field model="process.node" name="target_node_id" ref="process_node_opportunities0"/> + <field model="process.node" name="source_node_id" ref="process_node_leads0"/> + </record> + + <record id="process_transition_opportunitiesaccord0" model="process.transition"> + <field eval="[(6,0,[])]" name="role_ids"/> + <field eval="[(6,0,[])]" name="transition_ids"/> + <field eval=""""Opportunities Accord"""" name="name"/> + <field eval=""""When leads are confirmed"""" name="note"/> + <field model="process.node" name="target_node_id" ref="process_node_accord0"/> + <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/> + </record> + + <record id="process_transition_accordanalytic0" model="process.transition"> + <field eval="[(6,0,[])]" name="role_ids"/> + <field eval="[(6,0,[])]" name="transition_ids"/> + <field eval=""""Accord Analytic"""" name="name"/> + <field eval=""""Goes into the Analytic"""" name="note"/> + <field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/> + <field model="process.node" name="source_node_id" ref="process_node_accord0"/> + </record> + + <record id="process_transition_accordpricelist0" model="process.transition"> + <field eval="[(6,0,[])]" name="role_ids"/> + <field eval="[(6,0,[])]" name="transition_ids"/> + <field eval=""""Accord Pricelist"""" name="name"/> + <field eval=""""Goes into the Pricelist"""" name="note"/> + <field model="process.node" name="target_node_id" ref="process_node_contractpricelist0"/> + <field model="process.node" name="source_node_id" ref="process_node_accord0"/> + </record> - </data> -</openerp>
\ No newline at end of file + </data> +</openerp> |
