addons/crm/__openerp__.py

   1 # -*- coding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
   6 #
   7 #    This program is free software: you can redistribute it and/or modify
   8 #    it under the terms of the GNU Affero General Public License as
   9 #    published by the Free Software Foundation, either version 3 of the
  10 #    License, or (at your option) any later version.
  11 #
  12 #    This program is distributed in the hope that it will be useful,
  13 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  14 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  15 #    GNU Affero General Public License for more details.
  16 #
  17 #    You should have received a copy of the GNU Affero General Public License
  18 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  19 #
  20 ##############################################################################
  21
  22
  23 {
  24     'name': 'CRM',
  25     'version': '1.0',
  26     'category': 'Customer Relationship Management',
  27     "sequence": 2,
  28     'complexity': "easy",
  29     'description': """
  30 The generic OpenERP Customer Relationship Management.
  31 =====================================================
  32
  33 This system enables a group of people to intelligently and efficiently manage
  34 leads, opportunities, meeting, phonecall etc.
  35 It manages key tasks such as communication, identification, prioritization,
  36 assignment, resolution and notification.
  37
  38 OpenERP ensures that all cases are successfully tracked by users, customers and
  39 suppliers. It can automatically send reminders, escalate the request, trigger
  40 specific methods and lots of other actions based on your own enterprise rules.
  41
  42 The greatest thing about this system is that users don't need to do anything
  43 special. They can just send email to the request tracker. OpenERP will take
  44 care of thanking them for their message, automatically routing it to the
  45 appropriate staff, and make sure all future correspondence gets to the right
  46 place.
  47
  48 The CRM module has a email gateway for the synchronisation interface
  49 between mails and OpenERP.
  50
  51 Creates a dashboard for CRM that includes:
  52     * Opportunities by Categories (graph)
  53     * Opportunities by Stage (graph)
  54     * Planned Revenue by Stage and User (graph)
  55 """,
  56     'author': 'OpenERP SA',
  57     'website': 'http://www.openerp.com',
  58     'depends': [
  59         'base_action_rule',
  60         'base_setup',
  61         'process',
  62         'mail',
  63         'base_calendar',
  64         'resource',
  65         'board',
  66         'fetchmail'
  67     ],
  68     'init_xml': [
  69         'crm_data.xml',
  70         'crm_meeting_data.xml',
  71         'crm_lead_data.xml',
  72         'crm_meeting_data.xml',
  73         'crm_phonecall_data.xml',
  74     ],
  75     'update_xml': [
  76         'security/crm_security.xml',
  77         'security/ir.model.access.csv',
  78
  79         'wizard/crm_lead_to_partner_view.xml',
  80         'wizard/crm_lead_to_opportunity_view.xml',
  81
  82         'wizard/crm_phonecall_to_phonecall_view.xml',
  83         'wizard/crm_phonecall_to_partner_view.xml',
  84         'wizard/crm_phonecall_to_opportunity_view.xml',
  85
  86         'wizard/crm_opportunity_to_phonecall_view.xml',
  87         'wizard/crm_partner_to_opportunity_view.xml',
  88
  89         'wizard/crm_add_note_view.xml',
  90         'wizard/crm_merge_opportunities_view.xml',
  91
  92         'crm_view.xml',
  93
  94         'crm_action_rule_view.xml',
  95         'crm_lead_view.xml',
  96         'crm_lead_menu.xml',
  97
  98         'crm_meeting_view.xml',
  99         'crm_meeting_menu.xml',
 100         'crm_meeting_shortcut_data.xml',
 101
 102         'crm_phonecall_view.xml',
 103         'crm_phonecall_menu.xml',
 104
 105         'report/crm_lead_report_view.xml',
 106         'report/crm_phonecall_report_view.xml',
 107
 108         'process/crm_configuration_process.xml',
 109         'crm_installer_view.xml',
 110
 111         'res_partner_view.xml',
 112         'board_crm_statistical_view.xml',
 113         'board_crm_view.xml',
 114
 115     ],
 116     'demo_xml': [
 117         'crm_demo.xml',
 118         'crm_lead_demo.xml',
 119         'crm_meeting_demo.xml',
 120         'crm_phonecall_demo.xml',
 121     ],
 122     'test': [
 123             'test/process/communication_with_customer.yml',
 124             'test/process/lead2opportunity2win.yml',
 125             'test/process/merge_opportunity.yml',
 126             'test/process/cancel_lead.yml',
 127             'test/process/action_rule.yml',
 128             'test/process/segmentation.yml',
 129             'test/ui/crm_demo.yml',
 130             'test/ui/duplicate_lead.yml',
 131             'test/ui/delete_lead.yml'
 132              ],
 133     'installable': True,
 134     'application': True,
 135     'auto_install': False,
 136     'certificate': '0079056041421',
 137     'images': ['images/sale_crm_crm_dashboard.png', 'images/crm_dashboard.jpeg','images/leads.jpeg','images/meetings.jpeg','images/opportunities.jpeg','images/outbound_calls.jpeg','images/stages.jpeg'],
 138 }
 139 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: