CRM Trunk Improvement Separate Objects

[Fabien (Open ERP)]

Hello,

Here is a list of things to improve in trunk:

1. Develop distinct objects for all different type of cases:
  - crm.meeting
  - crm.lead
  - crm.opportunity
  - crm.phonecall
  - crm.claim
  - crm.fundraising
  - crm.job
All these objects must _inherits from crm.case. Put standard fields in crm.case and others, more specific fields in each particular objects.
  -> note that crm.bug has been removed from the crm module, see notes bellow.

Adapt the mailgateway definition, so that it creates a special kind of object (not a crm.case). So, in the mailgateway, you can choose which object it will create. Adapt the mailgateway script, but also the mail gateway definition as a client form.

2. Remove the domain related to the section of each menu/action. We don't need to use domains anymore as each type of record is set in a separate object.

3. The section on a crm.case must not be required anymore. We plan to use the same section for different type of cases. As an example, in a company, you may have the following structure in the section:
  - Department A
  - Department B
A lead from "Department A" will, most of the time, evolves to a business opportunity of "Department A", then evolves to a sale.order of "Department A"

4. In the module sale_crm, add a section_id, not required, on sale.order. When a business opportunity is converted to a quotation, the section of the sale.order created must be the one of the business opportunity.

5. Develop a module crm_project. Add two objects in this module:
    - crm.project.bug
    - crm.project.feature (For managing Feature Requests)
These two objects _inherits from crm.case. They add a "project_id" field, which is not required on the object, but required in the view.

6. You can remove the wizard to create new CRM menus. (no need anymore according to the new interface of v5.2)

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As to better understand these requirements, you can have a look at the attached file that described the new interface of OpenERP, v5.2. When the user will go the "Sale" application, he can choose a context (top-left) like "Department A" and everything is filtered according to this section "Departement A". It also fits well with the new improvements in trunk where a crm object (like crm.lead) can not be changed to a section for crm.business opportunity. (Now, in v5.2, a lead generate a business opportunity -> we keep traceability of all things on a record).

[Fabien (Open ERP) (fp-tinyerp)]

Please don't communicate on these new screens. It's still very early drafts and I am preparing a public communication on the v5.2 new interface once these screens are cleaned and our ergonomy experts have finished their work.