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     "summary": "Leads, Opportunities, Agenda",
  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.
  35
  36 It manages key tasks such as communication, identification, prioritization,
  37 assignment, resolution and notification.
  38
  39 OpenERP ensures that all cases are successfully tracked by users, customers and
  40 suppliers. It can automatically send reminders, escalate the request, trigger
  41 specific methods and lots of other actions based on your own enterprise rules.
  42
  43 The greatest thing about this system is that users don't need to do anything
  44 special. They can just send email to the request tracker. OpenERP will take
  45 care of thanking them for their message, automatically routing it to the
  46 appropriate staff and make sure all future correspondence gets to the right
  47 place.
  48
  49 The CRM module has a email gateway for the synchronisation interface
  50 between mails and OpenERP.
  51
  52 Creates a dashboard for CRM that includes:
  53 ------------------------------------------
  54     * List of New Leads
  55     * List of My Opportunities
  56     * List of My Next Meetings
  57     * Planned Revenue by Stage and User (graph)
  58     * Opportunities by Stage (graph)
  59 """,
  60     'author': 'OpenERP SA',
  61     'website': 'http://www.openerp.com',
  62     'depends': [
  63         'base_action_rule',
  64         'base_setup',
  65         'base_status',
  66         'process',
  67         'mail',
  68         'base_calendar',
  69         'resource',
  70         'board',
  71         'fetchmail'
  72     ],
  73     'init_xml': [
  74         'crm_data.xml',
  75         'crm_lead_data.xml',
  76         'crm_phonecall_data.xml',
  77     ],
  78     'update_xml': [
  79         'security/crm_security.xml',
  80         'security/ir.model.access.csv',
  81
  82         'wizard/crm_lead_to_partner_view.xml',
  83         'wizard/crm_lead_to_opportunity_view.xml',
  84
  85         'wizard/crm_phonecall_to_phonecall_view.xml',
  86         'wizard/crm_phonecall_to_partner_view.xml',
  87         'wizard/crm_phonecall_to_opportunity_view.xml',
  88
  89         'wizard/crm_opportunity_to_phonecall_view.xml',
  90         'wizard/crm_partner_to_opportunity_view.xml',
  91
  92         'wizard/crm_merge_opportunities_view.xml',
  93
  94         'crm_view.xml',
  95
  96         'crm_action_rule_view.xml',
  97         'crm_lead_view.xml',
  98         'crm_lead_menu.xml',
  99
 100         'crm_meeting_view.xml',
 101         'crm_meeting_menu.xml',
 102         'crm_meeting_shortcut_data.xml',
 103
 104         'crm_phonecall_view.xml',
 105         'crm_phonecall_menu.xml',
 106
 107         'report/crm_lead_report_view.xml',
 108         'report/crm_phonecall_report_view.xml',
 109
 110         'process/crm_configuration_process.xml',
 111
 112         'res_partner_view.xml',
 113         'board_crm_view.xml',
 114
 115         'res_config_view.xml',
 116
 117     ],
 118     'demo_xml': [
 119         'crm_demo.xml',
 120         'crm_lead_demo.xml',
 121         'crm_phonecall_demo.xml',
 122     ],
 123     'test': [
 124             'test/process/communication_with_customer.yml',
 125             'test/process/lead2opportunity2win.yml',
 126             'test/process/merge_opportunity.yml',
 127             'test/process/cancel_lead.yml',
 128             'test/process/action_rule.yml',
 129             'test/process/segmentation.yml',
 130             'test/ui/crm_demo.yml',
 131             'test/ui/duplicate_lead.yml',
 132             'test/ui/delete_lead.yml'
 133              ],
 134     'installable': True,
 135     'application': True,
 136     'auto_install': False,
 137     'certificate': '0079056041421',
 138     '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'],
 139 }
 140 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: