[IMP] salesteams: add demo data
authorChristophe Matthieu <chm@openerp.com>
Fri, 19 Apr 2013 10:36:00 +0000 (12:36 +0200)
committerChristophe Matthieu <chm@openerp.com>
Fri, 19 Apr 2013 10:36:00 +0000 (12:36 +0200)
bzr revid: chm@openerp.com-20130419103600-71j6munkzygnffe4

addons/crm/__openerp__.py
addons/crm/crm.py
addons/crm/crm_data.xml
addons/crm/crm_demo.xml
addons/crm/crm_lead_demo.xml
addons/crm/crm_phonecall_demo.xml
addons/sale/sale_demo.xml
addons/sale_crm/__openerp__.py
addons/sale_crm/sale_crm.py

index 577a51f..4b88fc1 100644 (file)
@@ -81,8 +81,6 @@ Dashboard for CRM will include:
         'crm_lead_view.xml',
         'crm_lead_menu.xml',
 
-        'crm_case_section_view.xml',
-
         'crm_meeting_menu.xml',
 
         'crm_phonecall_view.xml',
@@ -97,6 +95,8 @@ Dashboard for CRM will include:
         'board_crm_view.xml',
 
         'res_config_view.xml',
+
+        'crm_case_section_view.xml',
     ],
     'demo': [
         'crm_demo.xml',
index 9a1c285..9787a21 100644 (file)
@@ -19,6 +19,7 @@
 #
 ##############################################################################
 
+from openerp import tools
 from openerp.osv import fields
 from openerp.osv import osv
 from openerp.tools.translate import _
@@ -56,8 +57,6 @@ MONTHS = {
     "annually": 12
 }
 
-_strftime = '%Y-%m-%d %H:%M:%S'
-
 class crm_case_channel(osv.osv):
     _name = "crm.case.channel"
     _description = "Channels"
@@ -139,9 +138,9 @@ class crm_case_section(osv.osv):
             dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
             nb_leads = []
             for when in range(0, 5):
-                domain = [('type', '!=', 'opportunity'), ("section_id", "=", section.id), ('create_date', '>=', dates[when].strftime(_strftime))]
+                domain = [("section_id", "=", section.id), '|', ('type', '=', 'lead'), ('date_open', '!=', None), ('create_date', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
                 if when:
-                    domain += [('create_date', '<', dates[when-1].strftime(_strftime))]
+                    domain += [('create_date', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
                 nb_leads.append(lead_obj.search(cr, uid, domain, context=context, count=True))
             nb_leads.reverse()
             res[section.id] = nb_leads
@@ -156,9 +155,9 @@ class crm_case_section(osv.osv):
             dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
             nb_leads = []
             for when in range(0, 5):
-                domain = [('type', '=', 'opportunity'), ("section_id", "=", section.id), ('state', '!=', 'cancel'), ('date_closed', '>=', dates[when].strftime(_strftime))]
+                domain = [("section_id", "=", section.id), ('state', '=', 'done'), ('type', '=', 'opportunity'), ('date_closed', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
                 if when:
-                    domain += [('date_closed', '<', dates[when-1].strftime(_strftime))]
+                    domain += [('date_closed', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
                 rate = 0
                 opportunity_ids = lead_obj.search(cr, uid, domain, context=context)
                 for opportunity in lead_obj.browse(cr, uid, opportunity_ids, context=context):
index f24aee1..1537715 100644 (file)
@@ -27,8 +27,8 @@
         </record>
 
         <record model="crm.case.section" id="section_sales_department">
-            <field name="name">Sales</field>
-            <field name="code">Sales</field>
+            <field name="name">Direct Marketing</field>
+            <field name="code">DM</field>
             <field name="use_leads">True</field>
             <field name="member_ids" eval="[(4, ref('base.user_root'))]"/>
         </record>
index 203193d..0f7368f 100644 (file)
@@ -7,9 +7,9 @@
         </record>
 
         <record model="crm.case.section" id="crm_case_section_1">
-            <field name="name">Sales Marketing Department</field>
-            <field name="code">SMD</field>
-            <field name="parent_id" ref="crm.section_sales_department"/>
+            <field name="name">Indirect Marketing</field>
+            <field name="code">IM</field>
+            <field name="target_duration">semesterly</field>
         </record>
 
         <record model="crm.case.section" id="crm_case_section_2">
             <field name="parent_id" ref="crm.section_sales_department"/>
         </record>
 
-        <record model="crm.case.section" id="crm_case_section_3">
-            <field name="name">Direct Marketing</field>
-            <field name="code">DM</field>
-            <field name="parent_id" ref="crm.section_sales_department"/>
-        </record>
-
-        <record model="crm.case.section" id="crm_case_section_4">
-            <field name="name">Online Support</field>
-            <field name="code">OS</field>
-            <field name="parent_id" ref="crm.crm_case_section_2"/>
-        </record>
-
         <record model="crm.segmentation" id="crm_segmentation0">
             <field name="name">OpenERP partners</field>
             <field name="exclusif">True</field>
index 21d60ad..e7e6bea 100644 (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="crm_case_section_4"/>
+            <field name="section_id" ref="crm_case_section_2"/>
             <field name="user_id" ref="base.user_root"/>
             <field name="stage_id" ref="stage_lead1"/>
             <field name="description">Hello,
@@ -44,7 +44,7 @@ Can you 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="crm_case_section_3"/>
+            <field name="section_id" ref="crm_case_section_2"/>
             <field name="user_id" ref="base.user_root"/>
             <field name="stage_id" ref="stage_lead1"/>
             <field eval="1" name="active"/>
@@ -63,7 +63,7 @@ Can you 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="crm_case_section_2"/>
+            <field name="section_id" ref="crm_case_section_1"/>
             <field name="user_id" ref="base.user_demo"/>
             <field name="stage_id" ref="stage_lead2"/>
             <field eval="1" name="active"/>
@@ -82,7 +82,7 @@ Can you 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="crm_case_section_2"/>
+            <field name="section_id" ref="crm_case_section_1"/>
             <field name="user_id" ref=""/>
             <field name="stage_id" ref="stage_lead7"/>
             <field eval="1" name="active"/>
@@ -133,7 +133,7 @@ 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">3</field>
-            <field name="section_id" ref="crm_case_section_4"/>
+            <field name="section_id" ref="crm_case_section_2"/>
             <field name="user_id" ref="base.user_root"/>
             <field name="stage_id" ref="stage_lead1"/>
             <field eval="1" name="active"/>
@@ -152,7 +152,7 @@ Contact: +1 813 494 5005</field>
             <field name="categ_ids" eval="[(6, 0, [categ_oppor4])]"/>
             <field name="channel_id" ref=""/>
             <field name="priority">5</field>
-            <field name="section_id" ref="crm_case_section_4"/>
+            <field name="section_id" ref="crm_case_section_2"/>
             <field name="user_id" ref="base.user_demo"/>
             <field name="stage_id" ref="stage_lead7"/>
             <field eval="1" name="active"/>
@@ -197,6 +197,9 @@ Contact: +1 813 494 5005</field>
             <field name="stage_id" ref="stage_lead1"/>
             <field eval="1" name="active"/>
         </record>
+        <record id="crm_case_9" model="crm.lead">
+            <field name="create_date" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
+        </record>
 
         <record id="crm_case_10" model="crm.lead">
             <field name="type">lead</field>
@@ -211,7 +214,7 @@ 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="crm_case_section_3"/>
+            <field name="section_id" ref="crm_case_section_2"/>
             <field name="user_id" ref=""/>
             <field name="stage_id" ref="stage_lead1"/>
             <field name="description">Hi,
@@ -235,7 +238,7 @@ Andrew</field>
             <field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
             <field name="channel_id" ref="crm_case_channel_direct"/>
             <field name="priority">3</field>
-            <field name="section_id" ref="crm_case_section_2"/>
+            <field name="section_id" ref="crm_case_section_1"/>
             <field name="user_id" ref="base.user_demo"/>
             <field name="stage_id" ref="stage_lead1"/>
             <field eval="1" name="active"/>
@@ -291,7 +294,7 @@ 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="crm_case_section_3"/>
+            <field name="section_id" ref="section_sales_department"/>
             <field name="user_id" ref="base.user_root"/>
             <field name="stage_id" ref="crm.stage_lead3"/>
             <field eval="1" name="active"/>
@@ -317,7 +320,7 @@ 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="crm_case_section_4"/>
+            <field name="section_id" ref="section_sales_department"/>
             <field name="user_id" ref="base.user_demo"/>
             <field name="stage_id" ref="crm.stage_lead3"/>
             <field eval="1" name="active"/>
@@ -326,7 +329,7 @@ Andrew</field>
         <record id="crm_case_15" model="crm.lead">
             <field name="type">opportunity</field>
             <field name="name">Plan to buy RedHat servers</field>
-            <field eval="35000" name="planned_revenue"/>
+            <field eval="25000" name="planned_revenue"/>
             <field eval="30.0" name="probability"/>
             <field name="street">69 rue de Chimay</field>
             <field name="country_id" ref="base.be"/>
@@ -339,10 +342,11 @@ 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="crm_case_section_3"/>
+            <field name="section_id" ref="section_sales_department"/>
             <field name="user_id" ref="base.user_demo"/>
-            <field name="stage_id" ref="crm.stage_lead4"/>
+            <field name="stage_id" ref="crm.stage_lead6"/>
             <field eval="1" name="active"/>
+            <field name="date_closed" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
         </record>
 
         <record id="crm_case_16" model="crm.lead">
@@ -367,6 +371,7 @@ Andrew</field>
             <field name="user_id" ref="base.user_demo"/>
             <field name="stage_id" ref="crm.stage_lead6"/>
             <field eval="1" name="active"/>
+            <field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
         </record>
 
         <record id="crm_case_17" model="crm.lead">
@@ -388,10 +393,11 @@ 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="crm_case_section_2"/>
+            <field name="section_id" ref="crm_case_section_1"/>
             <field name="user_id" ref="base.user_demo"/>
-            <field name="stage_id" ref="crm.stage_lead3"/>
+            <field name="stage_id" ref="crm.stage_lead6"/>
             <field eval="1" name="active"/>
+            <field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
         </record>
 
         <record id="crm_case_18" model="crm.lead">
@@ -412,7 +418,7 @@ 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="crm_case_section_2"/>
+            <field name="section_id" ref="crm_case_section_1"/>
             <field name="user_id" ref="base.user_demo"/>
             <field name="stage_id" ref="crm.stage_lead3"/>
             <field eval="1" name="active"/>
@@ -438,8 +444,9 @@ Andrew</field>
             <field name="title_action">Ask for the good receprion of the proposition</field>
             <field name="section_id" ref="crm_case_section_1"/>
             <field name="user_id" ref="base.user_root"/>
-            <field name="stage_id" ref="crm.stage_lead4"/>
+            <field name="stage_id" ref="crm.stage_lead6"/>
             <field eval="1" name="active"/>
+            <field name="date_closed" eval="(DateTime.today() - relativedelta(months=3)).strftime('%Y-%m-%d %H:%M')"/>
         </record>
 
         <record id="crm_case_20" model="crm.lead">
@@ -468,10 +475,11 @@ Andrew</field>
             <field name="categ_ids" eval="[(6, 0, [categ_oppor7])]"/>
             <field name="channel_id" ref="crm_case_channel_phone"/>
             <field name="priority">3</field>
-            <field name="section_id" ref="crm_case_section_4"/>
+            <field name="section_id" ref="crm_case_section_2"/>
             <field name="user_id" ref="base.user_root"/>
-            <field name="stage_id" ref="crm.stage_lead8"/>
+            <field name="stage_id" ref="crm.stage_lead6"/>
             <field eval="1" name="active"/>
+            <field name="date_closed" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
         </record>
 
         <record id="crm_case_22" model="crm.lead">
@@ -486,7 +494,7 @@ Andrew</field>
             <field name="categ_ids" eval="[(6, 0, [categ_oppor3])]"/>
             <field name="channel_id" ref="crm_case_channel_email"/>
             <field name="priority">3</field>
-            <field name="section_id" ref="crm_case_section_4"/>
+            <field name="section_id" ref="crm_case_section_2"/>
             <field name="user_id" ref="base.user_root"/>
             <field name="stage_id" ref="crm.stage_lead8"/>
             <field eval="1" name="active"/>
@@ -504,14 +512,15 @@ Andrew</field>
             <field name="priority">5</field>
             <field name="section_id" ref="section_sales_department"/>
             <field name="user_id" ref="base.user_demo"/>
-            <field name="stage_id" ref="crm.stage_lead5"/>
+            <field name="stage_id" ref="crm.stage_lead6"/>
             <field eval="1" name="active"/>
+            <field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
         </record>
 
         <record id="crm_case_24" model="crm.lead">
             <field name="type">opportunity</field>
             <field name="name">Need 20 Days of Consultancy</field>
-            <field eval="5025" name="planned_revenue"/>
+            <field eval="6025" name="planned_revenue"/>
             <field eval="90.0" name="probability"/>
             <field name="email_from">info@mycompany.net</field>
             <field name="country_id" ref="base.pe"/>
@@ -525,6 +534,7 @@ Andrew</field>
             <field name="user_id" ref="base.user_root"/>
             <field name="stage_id" ref="crm.stage_lead6"/>
             <field eval="1" name="active"/>
+            <field name="date_closed" eval="(DateTime.today() - relativedelta(month=1)).strftime('%Y-%m-%d %H:%M')"/>
         </record>
 
         <record id="crm_case_25" model="crm.lead">
@@ -544,7 +554,7 @@ 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="crm_case_section_2"/>
+            <field name="section_id" ref="crm_case_section_1"/>
             <field name="user_id" ref="base.user_root"/>
             <field name="stage_id" ref="crm.stage_lead4"/>
             <field eval="1" name="active"/>
@@ -569,10 +579,11 @@ 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="crm_case_section_4"/>
+            <field name="section_id" ref="crm_case_section_2"/>
             <field name="user_id" ref="base.user_demo"/>
-            <field name="stage_id" ref="crm.stage_lead3"/>
+            <field name="stage_id" ref="crm.stage_lead6"/>
             <field eval="1" name="active"/>
+            <field name="date_closed" eval="(DateTime.today() - relativedelta(hours=1)).strftime('%Y-%m-%d %H:%M')"/>
         </record>
 
         <!-- Unsubscribe Admin from case15, subscribe Demo -->
index f441c29..4002e18 100644 (file)
@@ -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="crm.crm_case_section_3"/>
+            <field name="section_id" ref="crm.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="crm.crm_case_section_4"/>
+            <field name="section_id" ref="crm.crm_case_section_2"/>
             <field eval="1" name="active"/>
             <field name="categ_id" ref="crm.categ_phone1"/>
             <field eval="5.45" 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="crm.crm_case_section_3"/>
+            <field name="section_id" ref="crm.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"/>
index 428b586..eb93719 100644 (file)
         </record>
 
         <!-- Confirm some Sale Orders-->
+        <workflow action="order_confirm" model="sale.order" ref="sale_order_4"/>
+
         <workflow action="order_confirm" model="sale.order" ref="sale_order_7"/>
 
         <record id="message_sale_1" model="mail.message">
index 6591589..7bc1dc2 100644 (file)
@@ -47,7 +47,7 @@ modules.
         'security/ir.model.access.csv',
         'report/sale_crm_account_invoice_report_view.xml',
     ],
-    'demo': [],
+    'demo': ['sale_crm_demo.xml'],
     'test': ['test/sale_crm.yml'],
     'installable': True,
     'auto_install': True,
index bcc2c28..46c0bcb 100644 (file)
@@ -20,6 +20,7 @@
 ##############################################################################
 
 from datetime import date
+from openerp import tools
 from dateutil.relativedelta import relativedelta
 from openerp.osv import osv, fields
 
@@ -30,9 +31,6 @@ MONTHS = {
     "annually": 12
 }
 
-_strftime = '%Y-%m-%d %H:%M:%S'
-
-
 class sale_order(osv.osv):
     _inherit = 'sale.order'
     _columns = {
@@ -54,9 +52,9 @@ class crm_case_section(osv.osv):
             dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
             rate_invoice = []
             for when in range(0, 5):
-                domain = [("section_id", "=", section.id), ('state', 'in', ['draft', 'sent']), ('date_order', '>=', dates[when].strftime(_strftime))]
+                domain = [("section_id", "=", section.id), ('state', 'in', ['draft', 'sent']), ('date_order', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
                 if when:
-                    domain += [('date_order', '<', dates[when-1].strftime(_strftime))]
+                    domain += [('date_order', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
                 rate = 0
                 opportunity_ids = obj.search(cr, uid, domain, context=context)
                 for invoice in obj.browse(cr, uid, opportunity_ids, context=context):
@@ -75,9 +73,9 @@ class crm_case_section(osv.osv):
             dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
             rate_invoice = []
             for when in range(0, 5):
-                domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'sent']), ('date_confirm', '>=', dates[when].strftime(_strftime))]
+                domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'sent']), ('date_confirm', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
                 if when:
-                    domain += [('date_confirm', '<', dates[when-1].strftime(_strftime))]
+                    domain += [('date_confirm', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
                 rate = 0
                 opportunity_ids = obj.search(cr, uid, domain, context=context)
                 for invoice in obj.browse(cr, uid, opportunity_ids, context=context):
@@ -96,9 +94,9 @@ class crm_case_section(osv.osv):
             dates = [first_day + relativedelta(months=-(MONTHS[section.target_duration]*(key+1)-1)) for key in range(0, 5)]
             rate_invoice = []
             for when in range(0, 5):
-                domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', dates[when].strftime(_strftime))]
+                domain = [("section_id", "=", section.id), ('state', 'not in', ['draft', 'cancel']), ('date', '>=', dates[when].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
                 if when:
-                    domain += [('date', '<', dates[when-1].strftime(_strftime))]
+                    domain += [('date', '<', dates[when-1].strftime(tools.DEFAULT_SERVER_DATE_FORMAT))]
                 rate = 0
                 opportunity_ids = obj.search(cr, uid, domain, context=context)
                 for invoice in obj.browse(cr, uid, opportunity_ids, context=context):