[RENAME] sale_team renamed to sales_team. Update module name, file name and reference to the module.

This commit is contained in:
Thibault Delavallée 2014-05-12 10:37:47 +02:00
parent dd531b3300
commit 443c830bfc
31 changed files with 122 additions and 122 deletions

View File

@ -51,7 +51,7 @@ Dashboard for CRM will include:
'depends': [
'base_action_rule',
'base_setup',
'sale_team',
'sales_team',
'mail',
'email_template',
'calendar',

View File

@ -41,7 +41,7 @@
<field name="condition">True</field>
<field name="type">ir.actions.server</field>
<field name="state">code</field>
<field name="code">sales_team = self.pool.get('ir.model.data').get_object(cr, uid, 'sale_team', 'section_sales_department')
<field name="code">sales_team = self.pool.get('ir.model.data').get_object(cr, uid, 'sales_team', 'section_sales_department')
object.write({'section_id': sales_team.id})
</field>
</record>

View File

@ -83,7 +83,7 @@
<record model="ir.ui.view" id="crm_case_section_salesteams_view_kanban">
<field name="name">crm.case.section.kanban</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="sale_team.crm_case_section_salesteams_view_kanban"/>
<field name="inherit_id" ref="sales_team.crm_case_section_salesteams_view_kanban"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='name']" position="after">
@ -100,7 +100,7 @@
<record model="ir.ui.view" id="crm_case_section_salesteams_view_kanban">
<field name="name">crm.case.section.kanban</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="sale_team.crm_case_section_salesteams_view_kanban"/>
<field name="inherit_id" ref="sales_team.crm_case_section_salesteams_view_kanban"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='name']" position="after">
@ -158,13 +158,13 @@
<field name="res_model">crm.case.section</field>
<field name="domain">[('parent_id','=',False)]</field>
<field name="view_type">tree</field>
<field name="view_id" ref="sale_team.crm_case_section_view_tree"/>
<field name="view_id" ref="sales_team.crm_case_section_view_tree"/>
</record>
<record model="ir.ui.view" id="sale_team_form_view_in_crm">
<record model="ir.ui.view" id="sales_team_form_view_in_crm">
<field name="name">crm.case.section.form</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="sale_team.crm_case_section_view_form"/>
<field name="inherit_id" ref="sales_team.crm_case_section_view_form"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='name']" position="after">
<h6><field name="use_leads"/><label for="use_leads" string="Leads"/></h6>

View File

@ -26,7 +26,7 @@
<field name="name">Email</field>
</record>
<record model="crm.case.section" id="sale_team.section_sales_department">
<record model="crm.case.section" id="sales_team.section_sales_department">
<field name="use_leads">True</field>
<field name="alias_name">sales</field>
</record>
@ -35,22 +35,22 @@
<record model="crm.payment.mode" id="payment_mode_1">
<field name="name">Cash</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.payment.mode" id="payment_mode_2">
<field name="name">Check</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.payment.mode" id="payment_mode_3">
<field name="name">Credit Card</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.payment.mode" id="payment_mode_4">
<field name="name">Demand Draft</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<!--default alias for leads-->

View File

@ -61,7 +61,7 @@
<field name="type">opportunity</field>
</record>
<record model="crm.case.section" id="sale_team.section_sales_department">
<record model="crm.case.section" id="sales_team.section_sales_department">
<field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
(4, ref('stage_lead3')), (4, ref('stage_lead4')),
(4, ref('stage_lead5')), (4, ref('stage_lead6')),
@ -71,76 +71,76 @@
<!-- Crm campain -->
<record model="crm.case.resource.type" id="type_lead1">
<field name="name">Telesales</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead2">
<field name="name">Email Campaign - Services</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead3">
<field name="name">Email Campaign - Products</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead4">
<field name="name">Twitter Ads</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead5">
<field name="name">Google Adwords</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead6">
<field name="name">Banner Ads</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead7">
<field name="name">Television</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_lead8">
<field name="name">Newsletter</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<!-- crm categories -->
<record model="crm.case.categ" id="categ_oppor1">
<field name="name">Product</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor2">
<field name="name">Software</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor3">
<field name="name">Services</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor4">
<field name="name">Information</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor5">
<field name="name">Design</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor6">
<field name="name">Training</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor7">
<field name="name">Consulting</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_oppor8">
<field name="name">Other</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
</record>

View File

@ -20,7 +20,7 @@
<field name="categ_ids" eval="[(6, 0, [categ_oppor6])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">1</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hello,
@ -55,7 +55,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor2])]"/>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">4</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -84,7 +84,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">2</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -105,7 +105,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor5])]"/>
<field name="channel_id" ref=""/>
<field name="priority">3</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead6"/>
</record>
@ -130,7 +130,7 @@ Could you please send me the details ?</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">3</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hi,
@ -157,7 +157,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3,categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">2</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -175,7 +175,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="channel_id" ref=""/>
<field name="priority">0</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -194,7 +194,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor6,categ_oppor8])]"/>
<field name="channel_id" ref=""/>
<field name="priority">1</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -213,7 +213,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_phone"/>
<field name="priority">2</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -231,7 +231,7 @@ Contact: +1 813 494 5005</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">2</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="stage_lead1"/>
<field name="description">Hi,
@ -254,7 +254,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_direct"/>
<field name="priority">2</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -272,7 +272,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor1])]"/>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">2</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="stage_lead1"/>
</record>
@ -310,7 +310,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-25')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-12')" name="date_action"/>
<field name="title_action">Meeting for pricing information.</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead1"/>
</record>
@ -335,7 +335,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-23')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Send Catalogue by Email</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
</record>
@ -356,7 +356,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-12')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Call to ask system requirement</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
@ -383,7 +383,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-28')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-1')" name="date_action"/>
<field name="title_action">Convert to quote</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
@ -408,7 +408,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-8')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-3')" name="date_action"/>
<field name="title_action">Send price list regarding our interventions</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
@ -435,7 +435,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-13')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-4')" name="date_action"/>
<field name="title_action">Call to define real needs about training</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field eval="1" name="active"/>
@ -462,7 +462,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-10')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-5')" name="date_action"/>
<field name="title_action">Ask for the good receprion of the proposition</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=3)).strftime('%Y-%m-%d %H:%M')"/>
@ -479,7 +479,7 @@ Andrew</field>
<field name="type_id" ref="type_lead3"/>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4,categ_oppor8])]"/>
<field name="priority">2</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead4"/>
</record>
@ -493,7 +493,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
<field name="channel_id" ref="crm_case_channel_phone"/>
<field name="priority">2</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead4"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
@ -511,7 +511,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3])]"/>
<field name="channel_id" ref="crm_case_channel_email"/>
<field name="priority">1</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead5"/>
</record>
@ -526,7 +526,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor3])]"/>
<field name="channel_id" ref="crm_case_channel_direct"/>
<field name="priority">0</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead5"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
@ -545,7 +545,7 @@ Andrew</field>
<field name="channel_id" ref="crm_case_channel_website"/>
<field name="priority">0</field>
<field eval="time.strftime('%Y-%m-6')" name="date_deadline"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead5"/>
<field name="date_closed" eval="(DateTime.today() - relativedelta(month=1)).strftime('%Y-%m-%d %H:%M')"/>
@ -568,7 +568,7 @@ Andrew</field>
<field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
<field name="priority">2</field>
<field name="title_action">Conf call with technical service</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="user_id" ref="base.user_root"/>
<field name="stage_id" ref="crm.stage_lead5"/>
</record>
@ -592,7 +592,7 @@ Andrew</field>
<field eval="time.strftime('%Y-%m-23')" name="date_deadline"/>
<field eval="time.strftime('%Y-%m-10')" name="date_action"/>
<field name="title_action">Send Catalogue by Email</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead5"/>
<!-- <field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/> -->

View File

@ -6,13 +6,13 @@
-->
<record model="crm.case.categ" id="categ_phone1">
<field name="name">Inbound</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_phone2">
<field name="name">Outbound</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>

View File

@ -11,7 +11,7 @@
<field name="name">Left the message</field>
<field name="state">done</field>
<field name="partner_phone">+34 934 340 230</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="2.3" name="duration"/>
@ -24,7 +24,7 @@
<field name="name">Need more information on the proposed deal</field>
<field name="state">done</field>
<field name="partner_phone">+44 121 690 4596</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="1.5" name="duration"/>
@ -37,7 +37,7 @@
<field name="name">Ask for convenient time of meeting</field>
<field name="state">open</field>
<field name="partner_phone">+1 786 525 0724</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="5.0" name="duration"/>
@ -50,7 +50,7 @@
<field name="state">done</field>
<field name="partner_phone">(077) 582-4035</field>
<field name="partner_mobile">(077) 341-3591</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="5.45" name="duration"/>
@ -63,7 +63,7 @@
<field name="name">More information on the proposed deal</field>
<field name="state">pending</field>
<field name="partner_phone">+1 312 349 2324</field>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field eval="2.08" name="duration"/>
@ -74,7 +74,7 @@
<field name="name">Proposal for discount offer</field>
<field name="state">open</field>
<field name="partner_phone">+34 230 953 485</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field eval="8.56" name="duration"/>

View File

@ -5,7 +5,7 @@
uid: 'crm_res_users_salesmanager'
-
!python {model: crm.lead}: |
section_id = self.pool.get('crm.case.section').create(cr, uid, {'name': "Phone Marketing", 'parent_id': ref("sale_team.crm_case_section_2")})
section_id = self.pool.get('crm.case.section').create(cr, uid, {'name': "Phone Marketing", 'parent_id': ref("sales_team.crm_case_section_2")})
self.write(cr, uid, [ref("crm_case_1")], {'section_id': section_id})
-
Salesman check unqualified lead .

View File

@ -6,7 +6,7 @@
name: 'Test lead new'
partner_id: base.res_partner_1
description: This is the description of the test new lead.
section_id: sale_team.section_sales_department
section_id: sales_team.section_sales_department
-
I check default stage of lead.
-

View File

@ -65,7 +65,7 @@
-
!python {model: crm.lead2opportunity.partner.mass}: |
context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_13"), ref("crm_case_2")], 'active_id': ref("crm_case_13")})
id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('base.user_root')])], 'section_id': ref('sale_team.section_sales_department')}, context=context)
id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('base.user_root')])], 'section_id': ref('sales_team.section_sales_department')}, context=context)
self.mass_convert(cr, uid, [id], context=context)
-
Now I check first lead converted on opportunity.

View File

@ -66,7 +66,7 @@
-
!python {model: crm.lead2opportunity.partner.mass}: |
context.update({'active_model': 'crm.lead', 'active_ids': [ref("test_crm_lead_01"), ref("test_crm_lead_02"), ref("test_crm_lead_03"), ref("test_crm_lead_04"), ref("test_crm_lead_05"), ref("test_crm_lead_06")], 'active_id': ref("test_crm_lead_01")})
id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('test_res_user_01'), ref('test_res_user_02'), ref('test_res_user_03'), ref('test_res_user_04')])], 'section_id': ref('sale_team.section_sales_department'), 'deduplicate': False, 'force_assignation': True}, context=context)
id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('test_res_user_01'), ref('test_res_user_02'), ref('test_res_user_03'), ref('test_res_user_04')])], 'section_id': ref('sales_team.section_sales_department'), 'deduplicate': False, 'force_assignation': True}, context=context)
self.mass_convert(cr, uid, [id], context=context)
-
The leads should now be opps with a salesman and a salesteam. Also, salesmen should have been assigned following a round-robin method.

View File

@ -8,19 +8,19 @@
<record model="crm.case.categ" id="categ_claim1">
<field name="name">Factual Claims</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.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="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.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="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
</record>
@ -30,12 +30,12 @@
<record model="crm.case.resource.type" id="type_claim1">
<field name="name">Corrective</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record model="crm.case.resource.type" id="type_claim2">
<field name="name">Preventive</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<!--

View File

@ -12,7 +12,7 @@
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Problem with the delivery of goods&quot;" name="name"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim1"/>
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
@ -24,7 +24,7 @@
<field eval="&quot;0&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Damaged Products&quot;" name="name"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim2"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
@ -36,7 +36,7 @@
<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 name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim2"/>
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
@ -49,7 +49,7 @@
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Product quality not maintained&quot;" name="name"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
@ -61,7 +61,7 @@
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Some products missing&quot;" name="name"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim3"/>
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
@ -72,7 +72,7 @@
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Problem with the delivery of assignments&quot;" name="name"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
@ -85,7 +85,7 @@
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Documents unclear&quot;" name="name"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim2"/>

View File

@ -7,7 +7,7 @@
<field name="company_id" ref="base.main_company"/>
<field name="priority">1</field>
<field name="state">draft</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date" eval="time.strftime('%Y-%m-04 11:10:36')"/>
<field name="name">Download old version of OpenERP? </field>
<field eval="&quot;Is there any link to download old versions of OpenERP?&quot;" name="description"/>
@ -19,7 +19,7 @@
<field name="company_id" ref="base.main_company"/>
<field name="priority">1</field>
<field name="state">draft</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date" eval="time.strftime('%Y-%m-12 11:12:09')"/>
<field name="name">Can not able to connect to Server</field>
<field eval="&quot;I am not able to connect Server, Can anyone help?&quot;" name="description"/>
@ -31,7 +31,7 @@
<field name="company_id" ref="base.main_company"/>
<field name="priority">2</field>
<field name="state">draft</field>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date" eval="time.strftime('%Y-%m-12 11:13:10')"/>
<field name="name">Documentation for CRM?</field>
<field eval="&quot;Can anyone give link of document for CRM&quot;" name="description"/>

View File

@ -16,7 +16,7 @@
<field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor1')])]"/>
<field name="channel_id" ref="crm.crm_case_channel_email"/>
<field name="priority">2</field>
<field name="section_id" ref="sale_team.crm_case_section_2"/>
<field name="section_id" ref="sales_team.crm_case_section_2"/>
<field name="user_id" ref=""/>
<field name="stage_id" ref="crm.stage_lead1"/>
<field name="description">Hi,

View File

@ -38,7 +38,7 @@
<field name="priority">0</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_2"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field name="project_id" ref="project.project_project_1"/>
<field eval="15.0" name="duration"/>
@ -54,7 +54,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="3.5" name="duration"/>
<field name="name">Program not giving proper output</field>
@ -66,7 +66,7 @@
<field eval="time.strftime('%Y-%m-18 14:30:00')" name="date"/>
<field name="priority">0</field>
<field name="user_id" ref="base.user_demo"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="2.3" name="duration"/>
<field name="project_id" ref="project.project_project_5"/>
@ -82,7 +82,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_14"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="4.0" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>
@ -95,7 +95,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_13"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="1.0" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>
@ -108,7 +108,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="4.0" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>
@ -124,7 +124,7 @@
<field name="priority">2</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="2.0" name="duration"/>
<field name="project_id" ref="project.project_project_2"/>
@ -137,7 +137,7 @@
<field name="priority">2</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="7.3" name="duration"/>
<field name="project_id" ref="project.project_project_2"/>
@ -162,7 +162,7 @@
<field name="priority">2</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_2"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="13.0" name="duration"/>
<field name="project_id" ref="project.project_project_2"/>
@ -175,7 +175,7 @@
<field name="priority">0</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_8"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="3.2" name="duration"/>
<field name="project_id" ref="project.project_project_3"/>
@ -188,7 +188,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_demo"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="3.0" name="duration"/>
<field name="project_id" ref="project.project_project_3"/>
@ -202,7 +202,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="2.0" name="duration"/>
<field name="project_id" ref="project.project_project_2"/>
@ -216,7 +216,7 @@
<field name="priority">1</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="2.45" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>
@ -229,7 +229,7 @@
<field name="priority">0</field>
<field name="user_id" ref="base.user_root"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="15.0" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>
@ -242,7 +242,7 @@
<field name="priority">2</field>
<field name="user_id" ref="base.user_demo"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field eval="1" name="active"/>
<field eval="06.15" name="duration"/>
<field name="project_id" ref="project.project_project_4"/>

View File

@ -59,7 +59,7 @@ The Dashboard for the Sales Manager will include
'author': 'OpenERP SA',
'website': 'http://www.openerp.com',
'images': ['images/Sale_order_line_to_invoice.jpeg','images/sale_order.jpeg','images/sales_analysis.jpeg'],
'depends': ['sale_team','account_voucher', 'procurement', 'report'],
'depends': ['sales_team','account_voucher', 'procurement', 'report'],
'data': [
'wizard/sale_make_invoice_advance.xml',
'wizard/sale_line_invoice.xml',

View File

@ -4,7 +4,7 @@
<record id="crm_case_section_salesteams_view_form" model="ir.ui.view">
<field name="name">crm.case.section.form</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="sale_team.crm_case_section_view_form"/>
<field name="inherit_id" ref="sales_team.crm_case_section_view_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='code']" position="after">
@ -18,7 +18,7 @@
<record id="crm_case_section_salesteams_view_kanban" model="ir.ui.view">
<field name="name">crm.case.section.kanban</field>
<field name="model">crm.case.section</field>
<field name="inherit_id" ref="sale_team.crm_case_section_salesteams_view_kanban"/>
<field name="inherit_id" ref="sales_team.crm_case_section_salesteams_view_kanban"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='name']" position="after">

View File

@ -2,12 +2,12 @@
<openerp>
<data>
<record model="crm.case.section" id="sale_team.section_sales_department">
<record model="crm.case.section" id="sales_team.section_sales_department">
<field name="invoiced_forecast">52700</field>
<field name="invoiced_target">60000</field>
</record>
<record model="crm.case.section" id="sale_team.crm_case_section_1">
<record model="crm.case.section" id="sales_team.crm_case_section_1">
<field name="name">Indirect Sales</field>
<field name="code">IM</field>
<field name="invoiced_forecast">36000</field>
@ -21,7 +21,7 @@
<field name="company_id" ref="base.main_company"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="journal_id" ref="account.sales_journal"/>
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="state">draft</field>
<field name="type">in_invoice</field>
<field name="account_id" ref="account.a_recv"/>
@ -69,7 +69,7 @@
<field name="company_id" ref="base.main_company"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="journal_id" ref="account.sales_journal"/>
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="state">draft</field>
<field name="type">out_invoice</field>
<field name="account_id" ref="account.a_recv"/>
@ -98,32 +98,32 @@
<record id="sale.sale_order_1" model="sale.order">
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_2" model="sale.order">
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_3" model="sale.order">
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record id="sale.sale_order_4" model="sale.order">
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
</record>
<record id="sale.sale_order_5" model="sale.order">
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
<field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_6" model="sale.order">
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
</record>
<record id="sale.sale_order_7" model="sale.order">
<field name="section_id" ref="sale_team.section_sales_department"/>
<field name="section_id" ref="sales_team.section_sales_department"/>
<field name="date_confirm" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
</record>
<record id="sale.sale_order_8" model="sale.order">
<field name="section_id" ref="sale_team.crm_case_section_1"/>
<field name="section_id" ref="sales_team.crm_case_section_1"/>
</record>
</data>

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@ -18,7 +18,7 @@
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import sale_team
import sale_team_config
import sales_team
import sales_team_config
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

View File

@ -30,13 +30,13 @@ Using this application you can manage Sales Team with CRM and/or Sales
""",
'website': 'http://www.openerp.com',
'depends': ['base','mail','web_kanban_sparkline',],
'data': ['security/sale_team_security.xml',
'data': ['security/sales_team_security.xml',
'security/ir.model.access.csv',
'res_config_view.xml',
'sale_team_data.xml',
'sale_team.xml',],
'demo': ['sale_team_demo.xml'],
'css': ['static/src/css/sale_team.css'],
'sales_team_data.xml',
'sales_team.xml',],
'demo': ['sales_team_demo.xml'],
'css': ['static/src/css/sales_team.css'],
'installable': True,
'auto_install': True,
}

View File

@ -195,6 +195,6 @@
</p>
</field>
</record>
<menuitem id="sale_team.menu_sale_team_act" action="crm_case_section_salesteams_act" sequence="1" parent="base.menu_sales" groups="base.group_multi_salesteams"/>
<menuitem id="sales_team.menu_sales_team_act" action="crm_case_section_salesteams_act" sequence="1" parent="base.menu_sales" groups="base.group_multi_salesteams"/>
</data>
</openerp>

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@ -22,7 +22,7 @@
from openerp.osv import fields, osv
class sale_team_configuration(osv.TransientModel):
class sales_team_configuration(osv.TransientModel):
_name = 'sale.config.settings'
_inherit = ['sale.config.settings', 'fetchmail.config.settings']