[IMP] crm: demo data of action rule
bzr revid: hmo@tinyerp.com-20121009075340-ogm51x9z2irmzijt
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Harry (OpenERP)
parent
cde1d85310
commit
e84b3f2493
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@ -63,6 +63,7 @@ class base_action_rule(osv.osv):
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_columns = {
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'name': fields.char('Rule Name', size=64, required=True),
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'model_id': fields.many2one('ir.model', 'Related Document Model', required=True, domain=[('osv_memory','=', False)]),
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'model': fields.related('model_id', 'model', type="char", size=256, string='Model'),
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'create_date': fields.datetime('Create Date', readonly=1),
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'active': fields.boolean('Active', help="If the active field is set to False,\
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it will allow you to hide the rule without removing it."),
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@ -71,6 +72,7 @@ when displaying a list of rules."),
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'trg_date_type': fields.selection([
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('none', 'None'),
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('create', 'Creation Date'),
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('write', 'Last Modified Date'),
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('action_last', 'Last Action Date'),
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('date', 'Date'),
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('deadline', 'Deadline'),
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@ -93,15 +95,15 @@ trigger date, like sending a reminder 15 minutes before a meeting."),
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'regex_name': fields.char('Regex on Resource Name', size=128, help="Regular expression for matching name of the resource\
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\ne.g.: 'urgent.*' will search for records having name starting with the string 'urgent'\
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\nNote: This is case sensitive search."),
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'server_action_ids': fields.one2many('ir.actions.server', 'action_rule_id', 'Server Action', help="Define Server actions.\neg:Email Reminders, Call Object Service, etc.."),
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'filter_id':fields.many2one('ir.filters', 'Filter', required=False), #TODO: set domain [('model_id','=',model)]
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'server_action_ids': fields.one2many('ir.actions.server', 'action_rule_id', 'Server Action', help="Define Server actions.\neg:Email Reminders, Call Object Service, etc.."), #TODO: set domain [('model_id','=',model_id)]
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'filter_id':fields.many2one('ir.filters', 'Filter', required=False), #TODO: set domain [('model_id','=',model_id.model)]
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'last_run': fields.datetime('Last Run', readonly=1),
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}
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_defaults = {
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'active': lambda *a: True,
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'trg_date_type': lambda *a: 'none',
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'trg_date_range_type': lambda *a: 'day',
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'active': True,
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'trg_date_type': 'none',
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'trg_date_range_type': 'day',
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}
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_order = 'sequence'
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@ -200,6 +202,8 @@ trigger date, like sending a reminder 15 minutes before a meeting."),
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base = False
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if rule.trg_date_type=='create' and hasattr(obj, 'create_date'):
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base = obj.create_date
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elif rule.trg_date_type=='write' and hasattr(obj, 'write_date'):
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base = obj.write_date
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elif (rule.trg_date_type=='action_last'
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and hasattr(obj, 'create_date')):
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if hasattr(obj, 'date_action_last') and obj.date_action_last:
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@ -15,7 +15,8 @@
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<group col="4">
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<field name="name"/>
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<field name="model_id"/>
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<field name="filter_id" domain="[('model_id','=',model_id)]" context="{'default_model_id': model_id}"/>
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<field name="model" invisible="1"/>
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<field name="filter_id" domain="[('model_id','=',model)]" context="{'default_model_id': model}"/>
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<field name="sequence"/>
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<field name="active"/>
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</group>
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@ -107,6 +107,7 @@ Dashboard for CRM will include:
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'crm_demo.xml',
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'crm_lead_demo.xml',
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'crm_phonecall_demo.xml',
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'crm_action_rule_demo.xml',
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],
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'test': [
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'test/process/communication_with_customer.yml',
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@ -0,0 +1,73 @@
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<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<!-- email server actions -->
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<record id="action_email_reminder_lead" model="ir.actions.server">
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<field name="name">Reminder to User</field>
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<field name="model_id" ref="model_crm_lead"/>
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<field name="condition">True</field>
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<field name="type">ir.actions.server</field>
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<field name="state">email</field>
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<field name="email">object.user_id.email</field>
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<field name="subject">Reminder on Lead: [[object.name ]] of [[object.partner_id.name]]</field>
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<field name="message">Hello [[object.user_id.name]],
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can you check following lead, it's inactive since 5 days ?
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Lead Id: [[object.id ]]
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Customer: [[object.partner_id.name]]
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[[object.description]]
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Thanks,
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</field>
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</record>
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<record id="action_email_reminder_customer_lead" model="ir.actions.server">
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<field name="name">Reminder to Customer</field>
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<field name="model_id" ref="model_crm_lead"/>
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<field name="condition">True</field>
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<field name="type">ir.actions.server</field>
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<field name="state">email</field>
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<field name="email">object.email_from</field>
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<field name="subject">Reminder on Lead: [[object.name ]]</field>
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<field name="message">Hello [[object.partner_id.name]],
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your following lead inactive since 5 days.
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Lead Id: [[object.id ]]
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Customer: [[object.partner_id.name]]
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[[object.description]]
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Thanks,
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</field>
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</record>
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<!-- automated actions -->
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<record id="rule_set_reminder_lead" model="base.action.rule">
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<field name="name">Set Auto Reminder on leads which are inactive since 5 days.</field>
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<field name="model_id" ref="model_crm_lead"/>
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<field name="sequence">1</field>
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<field name="trg_date_type">write</field>
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<field name="trg_date_range">5</field>
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<field name="trg_date_range_type">day</field>
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<field name="server_action_ids" eval="[(6,0,[ref('action_email_reminder_customer_lead'), ref('action_email_reminder_lead')])]"/>
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</record>
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<record id="filter_usa_lead" model="ir.filters">
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<field name="name">Filter on leads which come from USA.</field>
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<field name="model_id">crm.lead</field>
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<field name="domain">[('country_id','=','United States')]</field>
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</record>
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<record id="rule_set_followers_lead" model="base.action.rule">
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<field name="name">Set Auto Followers on leads which are come from USA.</field>
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<field name="model_id" ref="model_crm_lead"/>
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<field name="sequence">2</field>
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<field name="regex_name">urgent.*</field>
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<field name="filter_id" ref="filter_usa_lead"/>
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<field name="act_followers" eval="[(6,0,[ref('base.res_partner_4'), ref('base.res_partner_5'), ref('base.res_partner_6')])]"/>
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<field name="act_user_id" ref="base.user_root"/>
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<field name="act_section_id" ref="section_sales_department"/>
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</record>
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</data>
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</openerp>
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