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[IMP] crm : Rename everywhere Prospects by Leads 

bzr revid: hmo@tinyerp.com-20091208072505-w2836w3z3s9bsvv3
This commit is contained in:
vir(OpenERP) 2009-12-08 12:55:05 +05:30 committed by Harry (Open ERP)
parent ad55540fe9
commit 0280ab5d74
15 changed files with 266 additions and 156 deletions
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8
addons/board_crm_configuration/__terp__.py
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@ -1,6 +1,6 @@
# -*- coding: utf-8 -*-
##############################################################################
#
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
#
@ -15,7 +15,7 @@
# 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/>.
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
@ -26,8 +26,8 @@
'category': 'Board/CRM',
'description': """
This module implements a dashboard for CRM that includes:
* My Prospects (list)
* Prospects by Stage (graph)
* My Leads (list)
* Leads by Stage (graph)
* My Meetings (list)
* Sales Pipeline by Stage (graph)
* My Cases (list)

36
addons/board_crm_configuration/board_crm_statistical_view.xml
View File

@ -5,18 +5,18 @@
Board for statistical view of the sections
-->
<record model="ir.ui.view" id="view_crm_lead_stage_graph1">
<field name="name">Prospects By Stage - Graph</field>
<field name="name">Leads By Stage - Graph</field>
<field name="model">report.crm.case.section.stage</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Prospects By Stage" type="pie">
<graph string="Leads By Stage" type="pie">
<field name="stage_id"/>
<field name="nbr" operator="+"/>
<field name="state" group="True"/>
</graph>
</field>
</record>
<record model="ir.ui.view" id="view_crm_case_categ_graph">
<field name="name">report.crm.case.categ.graph</field>
<field name="model">report.crm.case.categ</field>
@ -28,24 +28,24 @@
<field name="state" group="True"/>
</graph>
</field>
</record>
</record>
<act_window name="Opportunities By Categories"
domain="[('section_id', '=', 'Opportunities'),('state','!=','done'),('state','!=','cancel')]"
res_model="report.crm.case.categ"
view_type="form"
view_mode="graph,tree,form"
view_id="view_crm_case_categ_graph"
id="act_oppor_categ"/>
id="act_oppor_categ"/>
<record model="ir.actions.act_window" id="act_leads_state">
<field name="res_model">report.crm.case.section.stage</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_lead_stage_graph1"/>
<field name="domain">[('section_id', '=', 'Prospects'),('state','!=','done'),('state','!=','cancel')]</field>
</record>
<field name="domain">[('section_id', '=', 'Leads'),('state','!=','done'),('state','!=','cancel')]</field>
</record>
<act_window name="Jobs Requests Of The Month by Applied Job"
domain="[('section_id', '=', 'Jobs'),('name','=',time.strftime('%Y-%m-01')),('state','!=','done'),('state','!=','cancel')]"
res_model="report.crm.case.categ"
@ -53,14 +53,14 @@
view_mode="graph,tree,form"
view_id="view_crm_case_categ_graph"
id="act_jobs_categ"/>
<act_window name="Prospects Of The Month By User"
domain="[('section_id', '=', 'Prospects'),('name','=',time.strftime('%Y-%m-01')),('state','!=','cancel')]"
<act_window name="Leads Of The Month By User"
domain="[('section_id', '=', 'Leads'),('name','=',time.strftime('%Y-%m-01')),('state','!=','cancel')]"
res_model="report.crm.case.user"
view_type="form"
view_mode="graph,tree,form"
id="act_leads_month_user"/>
<record model="ir.ui.view" id="board_crm_statistical_form">
<field name="name">CRM - Statistical Dashboard Form</field>
<field name="model">board.board</field>
@ -77,11 +77,11 @@
width="250"/>
<action
string="Prospects By Stage"
string="Leads By Stage"
name="%(act_leads_state)d"
height="200"
colspan="4"/>
</child1>
<child2>
<action
@ -91,7 +91,7 @@
<action
string="Prospects Of The Month By User"
string="Leads Of The Month By User"
name="%(act_leads_month_user)d"
colspan="4"/>
@ -110,7 +110,7 @@
<field name="view_id" ref="board_crm_statistical_form"/>
</record>
<menuitem
<menuitem
name="CRM Configuration" parent="board.dashboard_menu"
id="menu_board_crm_config"
groups="crm.group_crm_manager"/>

26
addons/board_crm_configuration/board_crm_view.xml
View File

@ -3,8 +3,8 @@
<data>
<record model="board.note.type" id="note_crm_type">
<field name="name">CRM Configuration</field>
</record>
</record>
<record model="ir.ui.view" id="view_crm_case_user_graph1">
<field name="name">crm.case.user.graph1</field>
<field name="model">report.crm.case.user</field>
@ -32,30 +32,30 @@
<field name="view_id" ref="crm.crm_case_tree_view_meet"/>
<field name="domain">[('section_id.name', '=', 'Meetings'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
</record>
<act_window name="My Cases"
domain="[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]"
res_model="crm.case"
view_type="form"
view_mode="tree,form"
id="act_my_cases"/>
id="act_my_cases"/>
<record model="ir.actions.act_window" id="act_my_leads_stage">
<field name="res_model">report.crm.case.section.stage</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_lead_stage_graph1"/>
<field name="domain">[('section_id.name', '=', 'Prospects'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
<field name="domain">[('section_id.name', '=', 'Leads'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
</record>
<record model="ir.actions.act_window" id="act_sales_pipeline">
<field name="res_model">report.crm.case.user</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_case_user_graph1"/>
<field name="domain">[('section_id.name', '=', 'Opportunities'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
</record>
</record>
<record model="ir.actions.act_window" id="act_jobs_requests">
<field name="res_model">report.crm.case.user</field>
<field name="view_type">form</field>
@ -63,7 +63,7 @@
<field name="view_id" ref="view_crm_case_user_graph1"/>
<field name="domain">[('section_id.name','=','Jobs'),('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
</record>
<record model="ir.ui.view" id="board_crm_form">
<field name="name">CRM - Dashboard Form</field>
<field name="model">board.board</field>
@ -75,7 +75,7 @@
<child1>
<action
string="My Prospects"
string="My Leads"
name="%(act_my_leads)d"
colspan="4"
height="150"
@ -97,7 +97,7 @@
<child2>
<action
string="My Prospects By Stage"
string="My Leads By Stage"
name="%(act_my_leads_stage)d"
colspan="4"/>
@ -120,7 +120,7 @@
<field name="view_id" ref="board_crm_form"/>
</record>
<menuitem
<menuitem
name="Connecting Dashboard" parent="menu_board_crm_config"
action="open_board_crm"
sequence="1"

6
addons/crm/__terp__.py
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@ -1,6 +1,6 @@
# -*- coding: utf-8 -*-
##############################################################################
#
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
#
@ -15,7 +15,7 @@
# 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/>.
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
@ -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
prospects, opportunities, tasks, issues, requests, bugs, campaign, claims, etc.
leads, opportunities, tasks, issues, requests, bugs, campaign, claims, etc.
It manages key tasks such as communication, identification, prioritization,
assignment, resolution and notification.

22
addons/crm/crm_lead_data.xml
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@ -3,11 +3,11 @@
<data noupdate="1">
<!-- CASE SECTION -->
<record model="crm.case.section" id="section_support2">
<field name="name">Prospects</field>
<field name="code">prospects</field>
<field name="name">Leads</field>
<field name="code">leads</field>
</record>
<!-- CASE CATEGORY(categ_id) -->
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_lead1">
<field name="name">Existing Customer</field>
<field name="section_id" ref="section_support2"/>
@ -15,7 +15,7 @@
<record model="crm.case.categ" id="categ_lead2">
<field name="name">Self Generated</field>
<field name="section_id" ref="section_support2"/>
</record>
</record>
<record model="crm.case.categ" id="categ_lead3">
<field name="name">Employee</field>
<field name="section_id" ref="section_support2"/>
@ -27,15 +27,15 @@
<record model="crm.case.categ" id="categ_lead6">
<field name="name">Website</field>
<field name="section_id" ref="section_support2"/>
</record>
</record>
<record model="crm.case.categ" id="categ_lead7">
<field name="name">Word of mouth</field>
<field name="section_id" ref="section_support2"/>
</record>
</record>
<record model="crm.case.categ" id="categ_lead8">
<field name="name">Other</field>
<field name="section_id" ref="section_support2"/>
</record>
</record>
<!-- CASE STATUS(stage_id) -->
<record model="crm.case.stage" id="stage_lead1">
@ -63,11 +63,11 @@
<field name="section_id" ref="section_support2"/>
</record>
<!-- CASE CATEGORY2(category2_id) -->
<!-- CASE CATEGORY2(category2_id) -->
<record model="crm.case.category2" id="category_lead1">
<field name="name">Telesales</field>
<field name="section_id" ref="section_support2"/>
</record>
</record>
<record model="crm.case.category2" id="category_lead2">
<field name="name">Mail</field>
<field name="section_id" ref="section_support2"/>
@ -79,7 +79,7 @@
<record model="crm.case.category2" id="category_lead4">
<field name="name">Print</field>
<field name="section_id" ref="section_support2"/>
</record>
</record>
<record model="crm.case.category2" id="category_lead5">
<field name="name">Web</field>
<field name="section_id" ref="section_support2"/>
@ -96,6 +96,6 @@
<field name="name">Newsletter</field>
<field name="section_id" ref="section_support2"/>
</record>
</data>
</openerp>

14
addons/crm/crm_lead_menu.xml
View File

@ -6,7 +6,7 @@
<!-- MENU -->
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all">
<field name="name">All Prospects</field>
<field name="name">All Leads</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
@ -26,13 +26,13 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all"/>
</record>
<menuitem parent="menu_presale" name="Prospects" id="menu_crm_case_categ0_act_leads" action="crm_case_category_act_leads_all"/>
<menuitem parent="menu_presale" name="Leads" id="menu_crm_case_categ0_act_leads" action="crm_case_category_act_leads_all"/>
<!-- REPORTS -->
<menuitem id="next_id_64" name="Reporting" parent="crm.menu_crm" sequence="50"/>
<menuitem name="Prospects" id="menu_action_report_crm_case_lead" parent="next_id_64"/>
<menuitem name="Leads" id="menu_action_report_crm_case_lead" parent="next_id_64"/>
<!-- <record model="ir.actions.act_window" id="action_report_crm_case_lead_user">-->
<!-- <field name="res_model">report.crm.case.user</field>-->
@ -41,7 +41,7 @@
<!-- <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/>-->
<!-- <field name="context" eval="{'default_state':'open'}"/>-->
<!-- </record>-->
<!-- <menuitem name="Cases by Prospects and User" parent="menu_action_report_crm_case_lead" action="action_report_crm_case_lead_user" id="menu_action_report_crm_case_lead_user"/>-->
<!-- <menuitem name="Cases by Leads and User" parent="menu_action_report_crm_case_lead" action="action_report_crm_case_lead_user" id="menu_action_report_crm_case_lead_user"/>-->
<!-- -->
@ -52,7 +52,7 @@
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<menuitem parent="menu_action_report_crm_case_lead" name="Cases by Prospects and Type" action="action_report_crm_case_lead_categ" id="menu_action_report_crm_case_lead_categ"/>
<menuitem parent="menu_action_report_crm_case_lead" name="Cases by Leads and Type" action="action_report_crm_case_lead_categ" id="menu_action_report_crm_case_lead_categ"/>
<record model="ir.actions.act_window" id="action_report_crm_case_lead_stage">
<field name="res_model">report.crm.case.section.stage</field>
@ -61,7 +61,7 @@
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<menuitem name="Cases by Prospects and Stage" parent="menu_action_report_crm_case_lead" action="action_report_crm_case_lead_stage" id="menu_action_report_crm_case_lead_stage"/>
<menuitem name="Cases by Leads and Stage" parent="menu_action_report_crm_case_lead" action="action_report_crm_case_lead_stage" id="menu_action_report_crm_case_lead_stage"/>
<record model="ir.actions.act_window" id="action_report_crm_case_lead_categ_stage">
<field name="res_model">report.crm.case.section.categ.stage</field>
@ -81,6 +81,6 @@
</record>
<menuitem name="Cases by Section, Category and Type" parent="menu_action_report_crm_case_lead" action="action_report_crm_case_lead_categ_categ2" id="menu_action_report_crm_case_lead_categ_categ2"/>
</data>
</openerp>

60
addons/crm/crm_lead_view.xml
View File

@ -2,18 +2,18 @@
<openerp>
<data>
# ------------------------------------------------------
# Prospects
# ------------------------------------------------------
# ------------------------------------------------------
# Leads
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_form_view_leads">
<field name="name">CRM - Prospects Form</field>
<field name="name">CRM - Leads Form</field>
<field name="model">crm.case</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Prospects Form">
<form string="Leads Form">
<group colspan="4" col="7">
<field name="name" select="1" string="Prospect Subject"/>
<field name="name" select="1" string="Lead Subject"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="user_id" select="2"/>
<newline/>
@ -22,18 +22,18 @@
<field name="stage_id" select="1" nolabel="1"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Prospect Source"/>
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source"/>
<field name="category2_id" string="Campaign Type" select="1"/>
<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/>
</group>
<notebook colspan="4">
<page string="Prospects">
<separator string="Prospect Information" colspan="4"/>
<field name="partner_name" string="Prospect Name"/>
<page string="Leads">
<separator string="Lead Information" colspan="4"/>
<field name="partner_name" string="Lead Name"/>
<field name="partner_name2" string="Contact Name"/>
<field name="partner_phone"/>
<field name="partner_mobile"/>
<field name="email_from" string="Prospect Email"/>
<field name="email_from" string="Lead Email"/>
<newline/>
<label string="Partner:" colspan="1" align="1.0"/>
<group colspan="2" col="2">
@ -47,12 +47,12 @@
<field name="priority" string="Priority"/>
<newline/>
<separator colspan="4" string="Prospect Details"/>
<separator colspan="4" string="Lead Details"/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="2"/>
<field name="state" select="2"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
@ -69,9 +69,9 @@
<field name="planned_revenue"/>
<field name="planned_cost"/>
<field name="probability"/>
<newline/>
<newline/>
<field name="canal_id"/>
<field name="som"/>
<field name="som"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
@ -80,7 +80,7 @@
<separator colspan="4" string="References"/>
<field name="ref" colspan="4"/>
<field name="ref2" colspan="4"/>
<field name="log_ids" nolabel="1" colspan="4">
<form string="Actions">
<separator string="Action Information" colspan="4"/>
@ -122,7 +122,7 @@
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/>
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/>
</form>
<tree string="Communication history">
<field name="description"/>
@ -137,17 +137,17 @@
</field>
</record>
<record model="ir.ui.view" id="crm_case_tree_view_leads">
<field name="name">CRM - Prospects Tree</field>
<field name="name">CRM - Leads Tree</field>
<field name="model">crm.case</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Prospects Tree" colors="red:state=='open'">
<tree string="Leads Tree" colors="red:state=='open'">
<field name="id"/>
<field name="name" string="Prospect Subject"/>
<field name="name" string="Lead Subject"/>
<field name="partner_phone"/>
<field name="partner_name2" string="Contact Name"/>
<field name="stage_id"/>
<field name="categ_id" string="Prospects Source"/>
<field name="categ_id" string="Lead Source"/>
<field name="category2_id" string="Campaign Type"/>
<field name="user_id"/>
<field name="state"/>
@ -159,12 +159,12 @@
</field>
</record>
<record model="ir.ui.view" id="crm_case_calendar_view_leads">
<field name="name">CRM - Prospects Calendar</field>
<field name="name">CRM - Leads Calendar</field>
<field name="model">crm.case</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Meeting For Prospects Generation" date_start="date" color="user_id" date_delay="duration">
<calendar string="Meeting For Leads Generation" date_start="date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="partner_name"/>
<field name="partner_name2"/>
@ -178,15 +178,15 @@
<field name="model">crm.case</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Prospects">
<search string="Search Leads">
<group col="3" colspan="1">
<filter icon="gtk-home" string=" Today "
separator="1"
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
help="Todays's Prospects"
help="Todays's Leads"
/>
<filter icon="gtk-media-rewind" string=" 7 Days "
separator="1" help="Prospects during last 7 days"
separator="1" help="Leads during last 7 days"
domain="[('date::date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date::date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
</group>
@ -195,17 +195,17 @@
<field name="name" select="1"/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner"
domain="[('user_id','=',uid)]" help="My Prospects"
domain="[('user_id','=',uid)]" help="My Leads"
default="1"
/>
<filter icon="terp-crm"
domain="[('user_id','child_of',[uid])]"
help="My department's Prospects"
help="My department's Leads"
/>
</field>
<field name="state" select="1">
<filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Prospects"/>
<filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Prospects"/>
<filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Leads"/>
<filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Leads"/>
</field>
</group>
</search>

46
addons/crm/crm_report_view.xml
View File

@ -150,6 +150,7 @@
<field name="arch" type="xml">
<tree string="Cases by Section, Category and Stage">
<field name="name"/>
<field name="year"/>
<field name="user_id"/>
<field name="section_id"/>
<field name="categ_id"/>
@ -167,6 +168,7 @@
<field name="arch" type="xml">
<form string="Cases by Section, Category and Stage">
<field name="name"/>
<field name="year"/>
<field name="user_id"/>
<field name="section_id" select="1" widget="selection"/>
<field name="categ_id"/>
@ -178,7 +180,27 @@
</field>
</record>
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_stage_tree_month">
<record id="view_crm_case_section_categ_stage_filter" model="ir.ui.view">
<field name="name">CRM Report - Section, Category and Stage(Select)</field>
<field name="model">report.crm.case.section.categ.stage</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Cases by Section, Category and Stage">
<group col='8' colspan='4'>
<filter string="Year" icon="terp-hr" domain="[('year','=',time.localtime()[0])]"/>
<separator orientation="vertical"/>
<filter string="Month" icon="terp-hr" domain="[('name','=',time.localtime()[1])]"/>
<separator orientation="vertical"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
</search>
</field>
</record>
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_stage_tree_month">
<field name="res_model">report.crm.case.section.categ.stage</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
@ -189,6 +211,7 @@
<field name="res_model">report.crm.case.section.categ.stage</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="search_view_id" ref="view_crm_case_section_categ_stage_filter"/>
</record>
<menuitem parent="next_id_66" name="Cases by Section, Category and Stage" action="action_report_crm_case_section_categ_stage_tree" id="menu_crm_case_section_categ_stage_tree"/>
@ -203,6 +226,7 @@
<field name="arch" type="xml">
<tree string="Cases by Section, Category and Type">
<field name="name"/>
<field name="year"/>
<field name="user_id"/>
<field name="section_id"/>
<field name="categ_id"/>
@ -221,6 +245,7 @@
<field name="arch" type="xml">
<form string="Cases by Section, Category and Type">
<field name="name"/>
<field name="year"/>
<field name="user_id"/>
<field name="section_id" select="1" widget="selection"/>
<field name="categ_id"/>
@ -233,6 +258,24 @@
</field>
</record>
<record id="view_crm_case_section_categ_categ2_filter" model="ir.ui.view">
<field name="name">CRM Report - Section, Category and Type(Select)</field>
<field name="model">report.crm.case.section.categ.categ2</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Cases by User">
<group col='12' colspan='4'>
<filter string="Year" icon="terp-hr" domain="[('year','=',time.localtime()[0])]"/>
<separator orientation="vertical"/>
<filter string="Month" icon="terp-hr" domain="[('name','=',time.localtime()[1])]"/>
<separator orientation="vertical"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
</search>
</field>
</record>
<record model="ir.actions.act_window" id="action_report_crm_case_section_categ_categ2_tree_month">
<field name="res_model">report.crm.case.section.categ.categ2</field>
<field name="view_type">form</field>
@ -244,6 +287,7 @@
<field name="res_model">report.crm.case.section.categ.categ2</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="search_view_id" ref="view_crm_case_section_categ_categ2_filter"/>
</record>
<menuitem parent="next_id_66" name="Cases by Section, Category and Type" action="action_report_crm_case_section_categ_categ2_tree" id="menu_crm_case_section_categ_categ2_tree"/>
</data>

34
addons/crm/process/crm_configuration_process.xml
View File

@ -1,31 +1,31 @@
<?xml version="1.0" ?>
<openerp>
<data>
<!--
<!--
Process
-->
<record id="process_process_contractprocess0" model="process.process">
<field eval="1" name="active"/>
<field name="model_id" ref="crm.model_crm_case"/>
<field eval="&quot;&quot;&quot;Contract&quot;&quot;&quot;" name="name"/>
</record>
<!--
<!--
Process Node
-->
<record id="process_node_leads0" model="process.node">
<field name="model_id" ref="crm.model_crm_case"/>
<field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
<field eval="&quot;&quot;&quot;Prospects&quot;&quot;&quot;" name="name"/>
<field eval="&quot;&quot;&quot;Leads&quot;&quot;&quot;" name="name"/>
<field eval="&quot;&quot;&quot;Very first contact with new prospect&quot;&quot;&quot;" name="note"/>
<field name="process_id" ref="process_process_contractprocess0"/>
<field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
<field eval="1" name="flow_start"/>
</record>
<record id="process_node_partner0" model="process.node">
<field name="menu_id" ref="base.menu_partner_form"/>
<field name="model_id" ref="base.model_res_partner"/>
@ -35,7 +35,7 @@
<field name="process_id" ref="process_process_contractprocess0"/>
<field eval="0" name="flow_start"/>
</record>
<record id="process_node_opportunities0" model="process.node">
<field name="model_id" ref="crm.model_crm_case"/>
<field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
@ -45,7 +45,7 @@
<field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
<field eval="0" name="flow_start"/>
</record>
<record id="process_node_meeting0" model="process.node">
<field name="model_id" ref="crm.model_crm_case"/>
<field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
@ -55,20 +55,20 @@
<field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
<field eval="0" name="flow_start"/>
</record>
<!--
<!--
Process Transition
-->
<record id="process_transition_leadopportunity0" model="process.transition">
<field eval="[(6,0,[])]" name="role_ids"/>
<field eval="[(6,0,[])]" name="transition_ids"/>
<field eval="&quot;&quot;&quot;Prospect Opportunity&quot;&quot;&quot;" name="name"/>
<field eval="&quot;&quot;&quot;Creating business opportunities from prospects&quot;&quot;&quot;" name="note"/>
<field eval="&quot;&quot;&quot;Creating business opportunities from Leads&quot;&quot;&quot;" name="note"/>
<field model="process.node" name="target_node_id" ref="process_node_opportunities0"/>
<field model="process.node" name="source_node_id" ref="process_node_leads0"/>
</record>
<record id="process_transition_leadpartner0" model="process.transition">
<field eval="[(6,0,[])]" name="role_ids"/>
<field eval="[(6,0,[])]" name="transition_ids"/>
@ -77,7 +77,7 @@
<field model="process.node" name="target_node_id" ref="process_node_partner0"/>
<field model="process.node" name="source_node_id" ref="process_node_leads0"/>
</record>
<record id="process_transition_opportunitymeeting0" model="process.transition">
<field eval="[(6,0,[])]" name="role_ids"/>
<field eval="[(6,0,[])]" name="transition_ids"/>
@ -86,6 +86,6 @@
<field model="process.node" name="target_node_id" ref="process_node_meeting0"/>
<field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
</record>
</data>
</openerp>

28
addons/crm/report/crm_report.py
View File

@ -1,6 +1,6 @@
# -*- coding: utf-8 -*-
##############################################################################
#
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
#
@ -15,7 +15,7 @@
# 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/>.
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
@ -43,11 +43,11 @@ class report_crm_case_section_categ2(osv.osv):
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
'amount_revenue': fields.float('Est.Revenue', readonly=True),
'nbr': fields.integer('# of Cases', readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'delay_close': fields.char('Delay Close', size=20, readonly=True),
}
_order = 'category2_id, section_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ2")
cr.execute("""
@ -82,11 +82,11 @@ class report_crm_case_section_stage(osv.osv):
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
'amount_revenue': fields.float('Est.Revenue', readonly=True),
'nbr': fields.integer('# of Cases', readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'delay_close': fields.char('Delay Close', size=20, readonly=True),
}
_order = 'stage_id, section_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_stage")
cr.execute("""
@ -114,22 +114,24 @@ class report_crm_case_section_categ_stage(osv.osv):
_auto = False
_columns = {
'name': fields.date('Month', readonly=True),
'year': fields.char('Year',size=64,readonly=True),
'user_id':fields.many2one('res.users', 'User', readonly=True),
'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True),
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
'nbr': fields.integer('# of Cases', readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'delay_close': fields.char('Delay Close', size=20, readonly=True),
}
_order = 'stage_id, section_id, categ_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ_stage")
cr.execute("""
create view report_crm_case_section_categ_stage as (
select
min(c.id) as id,
to_char(c.create_date,'YYYY') as year,
to_char(c.create_date,'YYYY-MM')||'-01' as name,
c.user_id,
c.categ_id,
@ -141,7 +143,7 @@ class report_crm_case_section_categ_stage(osv.osv):
from
crm_case c
where c.categ_id is not null AND c.stage_id is not null
group by to_char(c.create_date,'YYYY-MM'), c.user_id, c.categ_id, c.state, c.stage_id, c.section_id)""")
group by to_char(c.create_date,'YYYY'),to_char(c.create_date,'YYYY-MM'), c.user_id, c.categ_id, c.state, c.stage_id, c.section_id)""")
report_crm_case_section_categ_stage()
@ -151,23 +153,25 @@ class report_crm_case_section_categ_categ2(osv.osv):
_auto = False
_columns = {
'name': fields.date('Month', readonly=True),
'year': fields.char('Year',size=64,readonly=True),
'user_id':fields.many2one('res.users', 'User', readonly=True),
'categ_id':fields.many2one('crm.case.categ', 'Category', readonly=True),
'category2_id':fields.many2one('crm.case.category2', 'Type', readonly=True),
'section_id':fields.many2one('crm.case.section', 'Section', readonly=True),
'stage_id':fields.many2one('crm.case.stage', 'Stage', readonly=True),
'nbr': fields.integer('# of Cases', readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'delay_close': fields.char('Delay Close', size=20, readonly=True),
}
_order = 'section_id, categ_id, category2_id'
def init(self, cr):
tools.sql.drop_view_if_exists(cr, "report_crm_case_section_categ_categ2")
cr.execute("""
create view report_crm_case_section_categ_categ2 as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as year,
to_char(c.create_date, 'YYYY-MM')||'-01' as name,
c.user_id,
c.categ_id,
@ -180,7 +184,7 @@ class report_crm_case_section_categ_categ2(osv.osv):
from
crm_case c
where c.categ_id is not null AND c.category2_id is not null
group by to_char(c.create_date,'YYYY-MM'), c.user_id, c.categ_id, c.category2_id, c.state, c.stage_id, c.section_id)""")
group by to_char(c.create_date, 'YYYY'),to_char(c.create_date,'YYYY-MM'), c.user_id, c.categ_id, c.category2_id, c.state, c.stage_id, c.section_id)""")
report_crm_case_section_categ_categ2()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

6
addons/crm_vertical/crm_lead_vertical_view.xml
View File

@ -2,7 +2,7 @@
<openerp>
<data>
<record id="crm.menu_crm_case_categ0_act_leads" model="ir.ui.menu">
<field eval="&quot;Prospects Tracking&quot;" name="name"/>
<field eval="&quot;Leads Tracking&quot;" name="name"/>
<field eval="&quot;terp-account&quot;" name="icon"/>
<field eval="False" name="parent_id"/>
</record>
@ -10,9 +10,9 @@
<record id="ir_ui_view_sc_myleads0" model="ir.ui.view_sc">
<field ref="crm.menu_crm_case_categ0_act_leads_my" name="res_id"/>
<field eval="&quot;ir.ui.menu&quot;" name="resource"/>
<field eval="&quot;My Prospects&quot;" name="name"/>
<field eval="&quot;My Leads&quot;" name="name"/>
<field name="user_id" ref="base.user_root"/>
</record>
</data>
</openerp>

4
addons/document_ics/document_ics_config_wizard.py
View File

@ -29,7 +29,7 @@ import pooler
SECTION_NAME = {
'meeting' : 'Meetings',
'lead':'Prospects',
'lead':'Leads',
'opportunity':'Opportunities',
'jobs':'Jobs',
'bugs':'Bug Tracking',
@ -53,7 +53,7 @@ class document_ics_crm_wizard(osv.osv_memory):
_columns = {
'name':fields.char('Name', size=64),
'meeting' : fields.boolean('Calendar of Meetings', help="Manages the calendar of meetings of the users."),
'lead' : fields.boolean('Prospect', help="Allows you to track and manage prospects which are pre-sales requests or contacts, the very first contact with a customer request."),
'lead' : fields.boolean('Leads', help="Allows you to track and manage leads which are pre-sales requests or contacts, the very first contact with a customer request."),
'opportunity' : fields.boolean('Business Opportunities', help="Tracks identified business opportunities for your sales pipeline."),
'jobs' : fields.boolean('Jobs Hiring Process', help="Help you to organise the jobs hiring process: evaluation, meetings, email integration..."),
'document_ics':fields.boolean('Shared Calendar', help=" Will allow you to synchronise your Open ERP calendars with your phone, outlook, Sunbird, ical, ..."),

2
addons/profile_manufacturing/profile_manufacturing.py
View File

@ -36,7 +36,7 @@ class profile_manufacturing_config_install_modules_wizard(osv.osv_memory):
help="Display margins on the sale order form."),
'sale_crm':fields.boolean('CRM and Calendars',
help="This installs the customer relationship features like: "\
"prospects and opportunities tracking, shared calendar, jobs "\
"leads and opportunities tracking, shared calendar, jobs "\
"tracking, bug tracker, and so on."),
'sale_journal':fields.boolean('Manage by Journals',
help="This module allows you to manage your " \

8
addons/profile_service/profile_service.py
View File

@ -1,6 +1,6 @@
# -*- coding: utf-8 -*-
##############################################################################
#
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
#
@ -15,7 +15,7 @@
# 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/>.
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
@ -26,7 +26,7 @@ class profile_service_config_install_modules_wizard(osv.osv_memory):
_name='profile.service.config.install_modules_wizard'
_rec_name = 'crm_configuration'
_columns = {
'crm_configuration':fields.boolean('CRM & Calendars', help="This installs the customer relationship features like: prospects and opportunities tracking, shared calendar, jobs tracking, bug tracker, and so on."),
'crm_configuration':fields.boolean('CRM & Calendars', help="This installs the customer relationship features like: leads and opportunities tracking, shared calendar, jobs tracking, bug tracker, and so on."),
'project_timesheet':fields.boolean('Timesheets', help="Timesheets allows you to track time and costs spent on different projects, represented by analytic accounts."),
'hr_timesheet_invoice':fields.boolean('Invoice on Timesheets', help="There are different invoicing methods in OpenERP: from sale orders, from shipping, ... Install this module if you plan to invoice your customers based on time spent on projects."),
'hr_holidays':fields.boolean('Holidays Management', help="Tracks the full holidays management process, from the employee's request to the global planning."),
@ -42,7 +42,7 @@ class profile_service_config_install_modules_wizard(osv.osv_memory):
"and contacts of these partners (employee/people). Install this if you plan to manage your relationships with partners and contacts, with contacts having different jobs in different companies."),
'portal': fields.boolean('Portal',
help="This module allows you to manage a Portal system."),
'wiki': fields.boolean('Wiki',
'wiki': fields.boolean('Wiki',
help="An integrated wiki content management system. This is really "\
"usefull to manage FAQ, quality manuals, etc.")
}

122
addons/report_crm/report_crm_view.xml
View File

@ -1,11 +1,11 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!--
Cases by user and section
-->
<record id="view_crm_case_user_tree" model="ir.ui.view">
<field name="name">report.crm.case.user.tree</field>
<field name="model">report.crm.case.user</field>
@ -41,7 +41,7 @@
</form>
</field>
</record>
<record id="view_crm_case_user_graph" model="ir.ui.view">
<field name="name">report.crm.case.user.graph</field>
<field name="model">report.crm.case.user</field>
@ -54,8 +54,29 @@
</graph>
</field>
</record>
<record id="view_crm_case_user_filter" model="ir.ui.view">
<field name="name">report.crm.case.user.select</field>
<field name="model">report.crm.case.user</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Cases by User">
<group col='12' colspan='4'>
<filter string="Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
<separator orientation="vertical"/>
<filter string="Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
<separator orientation="vertical"/>
<field name="name" select="1"/>
<field name="month" select="1"/>
<field name="user_id" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
</search>
</field>
</record>
<record id="action_report_crm_case_user_tree_month" model="ir.actions.act_window">
<field name="name">Cases by user and section (this month)</field>
<field name="res_model">report.crm.case.user</field>
@ -63,21 +84,22 @@
<field name="view_mode">tree,graph</field>
<field name="domain">[('name','=',time.strftime('%Y-%m-01'))]</field>
</record>
<menuitem id="next_id_64" name="Reporting" parent="crm.menu_crm" sequence="50"/>
<menuitem id="crm.next_id_52" name="All Cases" parent="next_id_64" sequence="0"/>
<menuitem id="next_id_65" name="This Month" parent="next_id_64"/><menuitem action="action_report_crm_case_user_tree_month" id="menu_crm_case_user_tree_month" parent="next_id_65"/>
<record id="action_report_crm_case_user_tree" model="ir.actions.act_window">
<field name="name">Cases by User and Section</field>
<field name="res_model">report.crm.case.user</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="search_view_id" ref="view_crm_case_user_filter"/>
</record>
<menuitem id="next_id_66" name="All Months" parent="report_crm.next_id_64"/><menuitem action="action_report_crm_case_user_tree" id="menu_crm_case_user_tree" parent="next_id_66"/>
<record id="action_report_crm_case_user_tree_month_my" model="ir.actions.act_window">
<field name="name">My cases by section (this month)</field>
<field name="res_model">report.crm.case.user</field>
@ -86,18 +108,19 @@
<field name="domain">[('user_id','=',uid),('name','=',time.strftime('%Y-%m-01'))]</field>
</record>
<menuitem action="action_report_crm_case_user_tree_month_my" id="menu_crm_case_user_tree_month_my" parent="report_crm.next_id_65"/>
<record id="action_report_crm_case_user_tree_my" model="ir.actions.act_window">
<field name="name">My cases by section</field>
<field name="res_model">report.crm.case.user</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="domain">[('user_id','=',uid)]</field>
<field name="search_view_id" ref="view_crm_case_user_filter"/>
</record>
<menuitem action="action_report_crm_case_user_tree_my" id="menu_crm_case_user_tree_my" parent="report_crm.next_id_66"/>
<!-- # Cases by section and categoryof case -->
<record id="view_crm_case_categ_tree" model="ir.ui.view">
<field name="name">report.crm.case.categ.tree</field>
<field name="model">report.crm.case.categ</field>
@ -133,8 +156,29 @@
</form>
</field>
</record>
<record id="view_crm_case_categ_filter" model="ir.ui.view">
<field name="name">report.crm.case.categ.select</field>
<field name="model">report.crm.case.categ</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Cases by categories and Sections">
<group col='12' colspan='4'>
<filter string="Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
<separator orientation="vertical"/>
<filter string="Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
<separator orientation="vertical"/>
<field name="name" select="1"/>
<field name="month" select="1"/>
<field name="categ_id" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="nbr" select="1"/>
<field name="state" select="1"/>
</group>
</search>
</field>
</record>
<record id="action_report_crm_case_categ_tree_month" model="ir.actions.act_window">
<field name="name">Cases by categories and section (this month)</field>
<field name="res_model">report.crm.case.categ</field>
@ -148,20 +192,21 @@
<field name="res_model">report.crm.case.categ</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="search_view_id" ref="view_crm_case_categ_filter"/>
</record>
<menuitem action="action_report_crm_case_categ_tree" id="menu_crm_case_categ_tree" parent="report_crm.next_id_66"/>
<act_window domain="[('user_id', '=', active_id)]" id="act_res_users_2_report_crm_case_user" name="Monthly cases" res_model="report.crm.case.user" src_model="res.users"/>
<act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_user" name="Monthly cases by user" res_model="report.crm.case.user" src_model="crm.case.section"/>
<act_window domain="[('categ_id', '=', active_id)]" id="act_crm_case_categ_2_report_crm_case_categ" name="Monthly cases" res_model="report.crm.case.categ" src_model="crm.case.categ"/>
<act_window domain="[('section_id', '=', active_id)]" id="act_crm_case_section_2_report_crm_case_categ" name="Monthly cases by section" res_model="report.crm.case.categ" src_model="crm.case.section"/>
<!-- Cases by Section -->
<record id="view_report_crm_case_section_tree" model="ir.ui.view">
<field name="name">report.crm.case.section.tree</field>
<field name="model">report.crm.case.section</field>
@ -179,7 +224,7 @@
</tree>
</field>
</record>
<record id="view_report_crm_case_section_graph" model="ir.ui.view">
<field name="name">report.crm.case.section.graph</field>
<field name="model">report.crm.case.section</field>
@ -191,16 +236,33 @@
</graph>
</field>
</record>
<record id="view_report_crm_case_section_filter" model="ir.ui.view">
<field name="name">report.crm.case.section.select</field>
<field name="model">report.crm.case.section</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Cases by Section">
<group col='4' colspan='4'>
<filter string="Year" icon="terp-hr" domain="[('name','=',time.localtime()[0])]"/>
<separator orientation="vertical"/>
<filter string="Month" icon="terp-hr" domain="[('month','=',time.localtime()[1])]"/>
</group>
</search>
</field>
</record>
<record id="action_report_crm_case_section_tree" model="ir.actions.act_window">
<field name="name">Cases by Section</field>
<field name="res_model">report.crm.case.section</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="search_view_id" ref="view_report_crm_case_section_filter"/>
</record>
<!-- Closed & Open CRM Case view for Random Activities dashboard -->
<!-- Closed & Open CRM Case view for Random Activities dashboard -->
<record id="board_view_crm_case_open_dashboard_tree" model="ir.ui.view">
<field name="name">report.crm.case.service.dashboard.tree</field>
<field name="model">report.crm.case.service.dashboard</field>
@ -220,7 +282,7 @@
</tree>
</field>
</record>
<record id="board_view_crm_case_done_dashboard_tree" model="ir.ui.view">
<field name="name">report.crm.case.service.dashboard.tree</field>
<field name="model">report.crm.case.service.dashboard</field>
@ -239,8 +301,8 @@
<field name="state" />
</tree>
</field>
</record>
</record>
<record id="action_view_closed_crm_case_dashboard" model="ir.actions.act_window">
<field name="name">Closed CRM Cases Within Past 15 Days</field>
<field name="res_model">report.crm.case.service.dashboard</field>
@ -249,7 +311,7 @@
<field name="view_id" ref="board_view_crm_case_done_dashboard_tree"/>
<field name="domain">[('state','=','done')]</field>
</record>
<record id="action_view_open_crm_case_dashboard" model="ir.actions.act_window">
<field name="name">Open CRM Cases Within Past 15 Days</field>
<field name="res_model">report.crm.case.service.dashboard</field>
@ -258,6 +320,6 @@
<field name="view_id" ref="board_view_crm_case_open_dashboard_tree"/>
<field name="domain">[('state','=','open')]</field>
</record>
</data>
</openerp>