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Commit 5a4aa338 authored by Jean-Paul Smets's avatar Jean-Paul Smets
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Do not acquire local roles. Added new types. Removed Incoming* types since... 

Do not acquire local roles. Added new types. Removed Incoming* types since event module is symetric now.

git-svn-id: https://svn.erp5.org/repos/public/erp5/trunk@15926 20353a03-c40f-0410-a6d1-a30d3c3de9de
parent 090af22b
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Showing with 571 additions and 38 deletions
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Campaign%20Module.xml 0 → 100644
View file @ 5a4aa338
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<tuple>
<tuple>
<string>Products.ERP5Type.ERP5Type</string>
<string>ERP5TypeInformation</string>
</tuple>
<none/>
</tuple>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>__ac_local_roles__</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>_actions</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>_aliases</string> </key>
<value>
<dictionary/>
</value>
</item>
<item>
<key> <string>_owner</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>_roles</string> </key>
<value>
<list/>
</value>
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>base_category_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>content_icon</string> </key>
<value> <string>folder_icon.gif</string> </value>
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Folder</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>The Campaign Module holds campaign documents.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addFolder</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
<value> <int>1</int> </value>
</item>
<item>
<key> <string>group_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>hidden_content_type_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>Campaign Module</string> </value>
</item>
<item>
<key> <string>init_script</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Campaign.xml 0 → 100644
View file @ 5a4aa338
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<tuple>
<tuple>
<string>Products.ERP5Type.ERP5Type</string>
<string>ERP5TypeInformation</string>
</tuple>
<none/>
</tuple>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>__ac_local_roles__</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>_actions</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>_aliases</string> </key>
<value>
<dictionary/>
</value>
</item>
<item>
<key> <string>_owner</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>_roles</string> </key>
<value>
<list/>
</value>
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>base_category_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>content_icon</string> </key>
<value> <string>document.gif</string> </value>
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Ticket</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>A Campaign is a marketing mini-project which keeps track of all events associated to a given marketing action. Use it for example to manage press relation campaigns, assessment campaigns, product presentation campaigns which involve contacting many customers through email, phone, etc.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addTicket</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
<value> <int>1</int> </value>
</item>
<item>
<key> <string>group_list</string> </key>
<value>
<tuple>
<string>ticket</string>
<string>project</string>
</tuple>
</value>
</item>
<item>
<key> <string>hidden_content_type_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>Campaign</string> </value>
</item>
<item>
<key> <string>init_script</string> </key>
<value> <string>Ticket_init</string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Event%20Module.xml
View file @ 5a4aa338
......@@ -87,7 +87,7 @@
</item>
<item>
<key> <string>description</string> </key>
<value> <string>Holds organisation objects</string> </value>
<value> <string>Event module keeps all events of the organisation which either related to CRM tickets or to projects.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Incoming%20Fax.xml → bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Fax%20Message.xml
View file @ 5a4aa338
......@@ -44,7 +44,7 @@
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
......@@ -64,16 +64,15 @@
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Mail Message</string> </value>
<value> <string>ERP5 Event</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>An Event object holds the information about\n
an event.</string> </value>
<value> <string>An Fax Message is an event which keeps the information about incoming or ougoing fax transmissions.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addMailMessage</string> </value>
<value> <string>addEvent</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
......@@ -95,12 +94,16 @@ an event.</string> </value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>Incoming Fax</string> </value>
<value> <string>Fax Message</string> </value>
</item>
<item>
<key> <string>init_script</string> </key>
<value> <string>Event_init</string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Incoming%20Letter.xml → bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Letter.xml
View file @ 5a4aa338
......@@ -44,7 +44,7 @@
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
......@@ -64,16 +64,15 @@
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Mail Message</string> </value>
<value> <string>ERP5 Event</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>An Event object holds the information about\n
an event.</string> </value>
<value> <string>A Letter event can be used to track incoming and ougoing letters or paper document in a customer relation or in a project process.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addMailMessage</string> </value>
<value> <string>addEvent</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
......@@ -95,12 +94,16 @@ an event.</string> </value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>Incoming Letter</string> </value>
<value> <string>Letter</string> </value>
</item>
<item>
<key> <string>init_script</string> </key>
<value> <string>Event_init</string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Mail%20Message.xml
View file @ 5a4aa338
......@@ -44,7 +44,7 @@
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
......@@ -64,16 +64,15 @@
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Mail Message</string> </value>
<value> <string>ERP5 Event</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>An Event object holds the information about\n
an event.</string> </value>
<value> <string>A Mail Message is an event which can be used to keep track of incoming emails (ex. support requests) or to create outgoing emails (for example in a campaign).</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addMailMessage</string> </value>
<value> <string>addEvent</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
......@@ -101,6 +100,10 @@ an event.</string> </value>
<key> <string>init_script</string> </key>
<value> <string>Event_init</string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Meeting%20Module.xml 0 → 100644
View file @ 5a4aa338
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<tuple>
<tuple>
<string>Products.ERP5Type.ERP5Type</string>
<string>ERP5TypeInformation</string>
</tuple>
<none/>
</tuple>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>__ac_local_roles__</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>_actions</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>_aliases</string> </key>
<value>
<dictionary/>
</value>
</item>
<item>
<key> <string>_owner</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>_roles</string> </key>
<value>
<list/>
</value>
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>base_category_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>content_icon</string> </key>
<value> <string>folder_icon.gif</string> </value>
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Folder</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>Meeting Module holds meeting documents.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addFolder</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
<value> <int>1</int> </value>
</item>
<item>
<key> <string>group_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>hidden_content_type_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>Meeting Module</string> </value>
</item>
<item>
<key> <string>init_script</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Meeting.xml 0 → 100644
View file @ 5a4aa338
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<tuple>
<tuple>
<string>Products.ERP5Type.ERP5Type</string>
<string>ERP5TypeInformation</string>
</tuple>
<none/>
</tuple>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>__ac_local_roles__</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>_actions</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>_aliases</string> </key>
<value>
<dictionary/>
</value>
</item>
<item>
<key> <string>_owner</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>_roles</string> </key>
<value>
<list/>
</value>
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>base_category_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>content_icon</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Ticket</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>A Meeting document defines the participants and the purpose of a meeting as well as any trade related information. It is also a way to track the events related to the organisation of a meeting or a conference.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addTicket</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
<value> <int>1</int> </value>
</item>
<item>
<key> <string>group_list</string> </key>
<value>
<tuple>
<string>ticket</string>
</tuple>
</value>
</item>
<item>
<key> <string>hidden_content_type_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>Meeting</string> </value>
</item>
<item>
<key> <string>init_script</string> </key>
<value> <string>Ticket_init</string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Note.xml
View file @ 5a4aa338
......@@ -44,7 +44,7 @@
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
......@@ -64,16 +64,15 @@
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Mail Message</string> </value>
<value> <string>ERP5 Event</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>An Event object holds the information about\n
an event.</string> </value>
<value> <string>A Note is an event which can be used to track project or tickets besides formal communication based on email, fax, etc.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addMailMessage</string> </value>
<value> <string>addEvent</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Phone%20Call.xml
View file @ 5a4aa338
......@@ -44,7 +44,7 @@
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
......@@ -64,15 +64,15 @@
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Mail Message</string> </value>
<value> <string>ERP5 Event</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>An Event represents an incoming message to be assigned and further processed by the CRM. Multiple event types are available: email, fax, phone call, etc. It is the single point of entry for all customer requests.</string> </value>
<value> <string>A Phone Call represents an incoming or outgoing phone call. It is used to track customer relation or project processes.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addMailMessage</string> </value>
<value> <string>addEvent</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
......@@ -100,6 +100,10 @@
<key> <string>init_script</string> </key>
<value> <string>Event_init</string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Sale%20Opportunity%20Module.xml
View file @ 5a4aa338
......@@ -61,6 +61,10 @@
<list/>
</value>
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
<value>
......@@ -83,7 +87,7 @@
</item>
<item>
<key> <string>description</string> </key>
<value> <string>Holds organisation objects</string> </value>
<value> <string>The Sale Oppotunity Modules holds sale opportunities.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
......@@ -93,6 +97,12 @@
<key> <string>filter_content_types</string> </key>
<value> <int>1</int> </value>
</item>
<item>
<key> <string>group_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>hidden_content_type_list</string> </key>
<value>
......@@ -103,6 +113,14 @@
<key> <string>id</string> </key>
<value> <string>Sale Opportunity Module</string> </value>
</item>
<item>
<key> <string>init_script</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Sale%20Opportunity.xml
View file @ 5a4aa338
......@@ -44,7 +44,7 @@
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
......@@ -60,19 +60,19 @@
</item>
<item>
<key> <string>content_icon</string> </key>
<value> <string>document_icon.gif</string> </value>
<value> <string></string> </value>
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Sale Opportunity</string> </value>
<value> <string>ERP5 Ticket</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>Document can contain text that can be formatted using \'Structured Text.Text can be automatically translated through the use of message catalogs.\'</string> </value>
<value> <string>A Sale Opportunity is designed to hold information about a prospect client. It also acts as a project node to tack all expenses and time spent on the sales process.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addSaleOpportunity</string> </value>
<value> <string>addTicket</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
......@@ -100,6 +100,10 @@
<key> <string>init_script</string> </key>
<value> <string>Ticket_init</string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Support%20Request%20Module.xml
View file @ 5a4aa338
......@@ -61,6 +61,10 @@
<list/>
</value>
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
<value>
......@@ -83,7 +87,7 @@
</item>
<item>
<key> <string>description</string> </key>
<value> <string>Holds organisation objects</string> </value>
<value> <string>The Support Request module contains Support Request tickets.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
......@@ -93,6 +97,12 @@
<key> <string>filter_content_types</string> </key>
<value> <int>1</int> </value>
</item>
<item>
<key> <string>group_list</string> </key>
<value>
<tuple/>
</value>
</item>
<item>
<key> <string>hidden_content_type_list</string> </key>
<value>
......@@ -103,6 +113,14 @@
<key> <string>id</string> </key>
<value> <string>Support Request Module</string> </value>
</item>
<item>
<key> <string>init_script</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Support%20Request.xml
View file @ 5a4aa338
......@@ -44,7 +44,7 @@
</item>
<item>
<key> <string>acquire_local_roles</string> </key>
<value> <int>1</int> </value>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>allowed_content_types</string> </key>
......@@ -64,15 +64,15 @@
</item>
<item>
<key> <string>content_meta_type</string> </key>
<value> <string>ERP5 Sale Opportunity</string> </value>
<value> <string>ERP5 Ticket</string> </value>
</item>
<item>
<key> <string>description</string> </key>
<value> <string>Document can contain text that can be formatted using \'Structured Text.Text can be automatically translated through the use of message catalogs.\'</string> </value>
<value> <string>A Support Request document is used to track customer support requests. All emails, phone calls or documents related to the support process for a given request can be followed from it.</string> </value>
</item>
<item>
<key> <string>factory</string> </key>
<value> <string>addSaleOpportunity</string> </value>
<value> <string>addTicket</string> </value>
</item>
<item>
<key> <string>filter_content_types</string> </key>
......@@ -100,6 +100,10 @@
<key> <string>init_script</string> </key>
<value> <string>Ticket_init</string> </value>
</item>
<item>
<key> <string>permission</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>property_sheet_list</string> </key>
<value>
......
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