[MERGE] trunk-remove_hr_crm_dependency-rco (remove dependencies of hr modules on crm)

bzr revid: rco@openerp.com-20120706133102-jj51otc21w1ettgh
This commit is contained in:
Raphael Collet
2012-07-06 15:31:02 +02:00
44 changed files with 678 additions and 1043 deletions
+26
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@@ -0,0 +1,26 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import base_calendar
import crm_meeting
import wizard
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
+3 -2
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@@ -22,7 +22,7 @@
{
"name": "Calendar Layer",
"version": "1.0",
"depends": ["base", "mail"],
"depends": ["base", "base_status", "mail"],
'description': """
This is a full-featured calendar system.
========================================
@@ -46,7 +46,8 @@ If you need to manage your meetings, you should install the CRM module.
'security/calendar_security.xml',
'security/ir.model.access.csv',
'wizard/base_calendar_invite_attendee_view.xml',
'base_calendar_view.xml'
'base_calendar_view.xml',
'crm_meeting_view.xml',
],
"test" : ['test/base_calendar_test.yml'],
"installable": True,
+82
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@@ -0,0 +1,82 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import osv, fields
import tools
from tools.translate import _
import base_calendar
from base_status.base_state import base_state
#
# crm.meeting is defined here so that it may be used by modules other than crm,
# without forcing the installation of crm.
#
class crm_meeting_type(osv.Model):
_name = 'crm.meeting.type'
_description = 'Meeting Type'
_columns = {
'name': fields.char('Name', size=64, required=True, translate=True),
}
class crm_meeting(base_state, osv.Model):
""" Model for CRM meetings """
_name = 'crm.meeting'
_description = "Meeting"
_order = "id desc"
_inherit = ["calendar.event", 'ir.needaction_mixin', "mail.thread"]
_columns = {
# base_state required fields
'create_date': fields.datetime('Creation Date', readonly=True),
'write_date': fields.datetime('Write Date', readonly=True),
'date_open': fields.datetime('Confirmed', readonly=True),
'date_closed': fields.datetime('Closed', readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner', states={'done': [('readonly', True)]}),
'email_from': fields.char('Email', size=128, states={'done': [('readonly', True)]},
help="These people will receive email."),
'state': fields.selection(
[('draft', 'Unconfirmed'), ('open', 'Confirmed'), ('cancel', 'Cancelled'), ('done', 'Done')],
string='Status', size=16, readonly=True),
# Meeting fields
'name': fields.char('Summary', size=128, required=True, states={'done': [('readonly', True)]}),
'categ_id': fields.many2one('crm.meeting.type', 'Meeting Type'),
'attendee_ids': fields.many2many('calendar.attendee', 'meeting_attendee_rel',\
'event_id', 'attendee_id', 'Attendees', states={'done': [('readonly', True)]}),
}
_defaults = {
'state': 'draft',
}
# ----------------------------------------
# OpenChatter
# ----------------------------------------
def case_get_note_msg_prefix(self, cr, uid, id, context=None):
return 'Meeting'
def case_open_send_note(self, cr, uid, ids, context=None):
return self.message_append_note(cr, uid, ids, body=_("Meeting has been <b>confirmed</b>."), context=context)
def case_close_send_note(self, cr, uid, ids, context=None):
return self.message_append_note(cr, uid, ids, body=_("Meeting has been <b>done</b>."), context=context)
+371
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@@ -0,0 +1,371 @@
<?xml version="1.0"?>
<openerp>
<data>
<!-- Read/Unread actions -->
<record id="actions_server_crm_meeting_read" model="ir.actions.server">
<field name="name">Mark read</field>
<field name="condition">True</field>
<field name="type">ir.actions.server</field>
<field name="model_id" ref="model_crm_meeting"/>
<field name="state">code</field>
<field name="code">self.message_check_and_set_read(cr, uid, context.get('active_ids'), context=context)</field>
</record>
<record id="action_crm_meeting_read" model="ir.values">
<field name="name">action_crm_meeting_read</field>
<field name="action_id" ref="actions_server_crm_meeting_read"/>
<field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_meeting_read'))" />
<field name="key">action</field>
<field name="model_id" ref="model_crm_meeting" />
<field name="model">crm.meeting</field>
<field name="key2">client_action_multi</field>
</record>
<record id="actions_server_crm_meeting_unread" model="ir.actions.server">
<field name="name">Mark unread</field>
<field name="condition">True</field>
<field name="type">ir.actions.server</field>
<field name="model_id" ref="model_crm_meeting"/>
<field name="state">code</field>
<field name="code">self.message_check_and_set_unread(cr, uid, context.get('active_ids'), context=context)</field>
</record>
<record id="action_crm_meeting_unread" model="ir.values">
<field name="name">action_crm_meeting_unread</field>
<field name="action_id" ref="actions_server_crm_meeting_unread"/>
<field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_meeting_unread'))" />
<field name="key">action</field>
<field name="model_id" ref="model_crm_meeting" />
<field name="model">crm.meeting</field>
<field name="key2">client_action_multi</field>
</record>
<!-- CRM Meetings Types Form View -->
<record id="view_crm_meeting_type_tree" model="ir.ui.view">
<field name="name">Meeting Types Tree</field>
<field name="model">crm.meeting.type</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Meeting Types" editable="bottom">
<field name="name"/>
</tree>
</field>
</record>
<record id="action_crm_meeting_type" model="ir.actions.act_window">
<field name="name">Meeting Types</field>
<field name="res_model">crm.meeting.type</field>
<field name="view_type">form</field>
<field name="view_id" ref="view_crm_meeting_type_tree"/>
<field name="help">Create different meeting categories to better organize and classify your meetings.</field>
</record>
<menuitem id="menu_crm_meeting_type" parent="base.menu_calendar_configuration" sequence="1"
action="action_crm_meeting_type" groups="base.group_no_one"/>
<!-- CRM Meetings Form View -->
<record model="ir.ui.view" id="view_crm_meeting_form">
<field name="name">CRM - Meetings Form</field>
<field name="model">crm.meeting</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Meetings" version="7.0">
<header>
<button name="case_open" string="Confirm" type="object" class="oe_highlight"
states="draft"/>
<button name="case_close" string="Done" type="object" class="oe_highlight"
states="open"/>
<button name="case_reset" string="Reset to Unconfirmed" type="object"
states="cancel,done"/>
<button name="case_cancel" string="Cancel" type="object"
states="draft,open"/>
<field name="state" widget="statusbar" statusbar_visible="draft,open,done"/>
</header>
<sheet>
<div class="oe_title">
<div class="oe_edit_only">
<label for="name" string="Title"/>
(<field name="allday" on_change="onchange_dates(date,False,False,allday)" class="oe_inline"/>
<label for="allday" string="All Day?"/>)
</div>
<h1>
<field name="name"/>
</h1>
<h2>
<label for="date" string="Starting at"/>
<field name="date" required="1" class="oe_inline"/>
<label for="location" string="in" class="oe_inline" attrs="{'invisible': [('location', '=', False)]}"/>
<field name="location" placeholder="Specify the location here" class="oe_inline"/>
</h2>
<h2>
<label for="duration" string="Duration" />
<field name="duration" widget="float_time"
on_change="onchange_dates(date,duration,False,allday)"
class="oe_inline"/> (
<field name="date_deadline"
string="End Date" required="1"
on_change="onchange_dates(date,False,date_deadline)"
class="oe_inline"/> )
</h2>
</div>
<group>
<group>
<field name="user_id" />
<field name="organizer"/>
</group>
<group>
<field name="alarm_id" string="Reminder" widget="selection" />
<field name="class" string="Privacy"/>
<field name="show_as" string="Show Time as"/>
<field name="recurrency" string="Recurrence" attrs="{'readonly': ['|', ('recurrent_uid','!=',False), ('state','=','done')]}"/>
</group>
<group>
<field name="partner_id" string="Partner"
on_change="onchange_partner_id(partner_id)" />
<field name="email_from"/>
</group>
<group>
<field name="categ_id" widget="selection"/>
<field name="rrule" invisible="1" readonly="1"/>
<field name="recurrent_id" invisible="1"/>
<field name="recurrent_uid" invisible="1"/>
</group>
</group>
<separator string="Description"/>
<field name="description"/>
<notebook>
<page string="Invitation Detail">
<button string="Invite People"
name="%(base_calendar.action_view_calendar_invite_attendee_wizard)d"
icon="terp-partner" type="action"
attrs="{'readonly': [('state', '=', 'done')]}"
context="{'model' : 'crm.meeting', 'attendee_field':'attendee_ids'}" colspan="2"/>
<field name="attendee_ids" widget="one2many" mode="tree">
<tree string="Invitation details" editable="top">
<field name="sent_by_uid" string="From"/>
<field name="user_id" string="To"/>
<field name="email" string="Mail To"/>
<field name="role" />
<field name="state" />
<button name="do_tentative"
states="needs-action,declined,accepted"
string="Uncertain" type="object"
icon="terp-crm" />
<button name="do_accept" string="Accept"
states="needs-action,tentative,declined"
type="object" icon="gtk-apply" />
<button name="do_decline" string="Decline"
states="needs-action,tentative,accepted"
type="object" icon="gtk-cancel" />
<button
name="%(base_calendar.action_view_calendar_invite_attendee_wizard)d"
string="Delegate" type="action"
icon="gtk-sort-descending"
states="needs-action,tentative,declined,accepted"
context="{'model' : 'calendar.attendee', 'attendee_field' : 'child_ids'}" />
</tree>
<form string="Invitation details" version="7.0">
<header>
<button name="do_tentative" type="object"
states="needs-action,declined,accepted"
string="Uncertain" icon="terp-crm" />
<button name="do_accept" type="object"
states="needs-action,tentative,declined"
string="Accept" icon="gtk-apply" />
<button name="do_decline" type="object"
states="needs-action,tentative,accepted"
string="Decline" icon="gtk-cancel" />
<button name="%(base_calendar.action_view_calendar_invite_attendee_wizard)d" type="action"
states="needs-action,tentative,declined,accepted"
string="Delegate" icon="gtk-sort-descending"
context="{'model' : 'calendar.attendee', 'attendee_field' : 'child_ids'}" />
<field name="state" widget="statusbar" statusbar_visible="draft,open,done"/>
</header>
<group>
<group>
<field name="email" />
<field name="rsvp" />
<field name="cutype" />
<field name="role" />
</group>
<group>
<field name="user_id"/>
</group>
</group>
</form>
</field>
</page>
<page string="Recurrence Options"><!-- attrs="{'invisible': [('recurrency','=',False)], 'readonly': ['|', ('recurrent_uid','!=',False), ('state','=','done')]}">-->
<group col="4" colspan="4" name="rrule">
<group col="4" colspan="4">
<field name="rrule_type" string=" Recurrence Pattern" />
<field name="interval" />
<field name="end_type" />
<label string=" " colspan="2" />
<newline />
<field name="count" attrs="{'invisible' : [('end_type', '!=', 'count')] }"/>
<label string=" " colspan="2" />
<newline />
<field name="end_date" attrs="{'invisible' : [('end_type', '!=', 'end_date')], 'required': [('end_type', '=', 'end_date')]}"/>
<newline />
</group>
<group col="8" colspan="4" name="Select weekdays" attrs="{'invisible' :[('rrule_type','not in', ['weekly'])]}">
<separator string="Choose day where repeat the meeting" colspan="8"/>
<field name="mo" colspan="1" />
<field name="tu" colspan="1" />
<field name="we" colspan="1" />
<field name="th" colspan="1" />
<newline/>
<field name="fr" colspan="1" />
<field name="sa" colspan="1" />
<field name="su" colspan="1" />
<newline />
</group>
<group col="10" colspan="4"
attrs="{'invisible' : [('rrule_type','!=','monthly')]}">
<separator string="Choose day in the month where repeat the meeting" colspan="12"/>
<group col="2" colspan="1">
<field name="select1" />
</group>
<group col="2" colspan="1">
<field name="day"
attrs="{'required' : [('select1','=','date'), ('rrule_type','=','monthly')],
'invisible' : [('select1','=','day')]}" />
</group>
<group col="3" colspan="1">
<field name="byday" string="The"
attrs="{'required' : [('select1','=','day'), ('rrule_type','=','monthly')], 'invisible' : [('select1','=','date')]}" />
<field name="week_list" nolabel="1"
attrs="{'required' : [('select1','=','day'), ('rrule_type','=','monthly')], 'invisible' : [('select1','=','date')]}" />
</group>
</group>
</group>
</page>
</notebook>
</sheet>
<footer>
<field name="message_ids" widget="mail_thread"/>
</footer>
</form>
</field>
</record>
<!-- CRM Meeting Tree View -->
<record model="ir.ui.view" id="view_crm_meeting_tree">
<field name="name">CRM - Meetings Tree</field>
<field name="model">crm.meeting</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Meetings" fonts="bold:needaction_pending==True"
colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
<field name="name" string="Subject" />
<field name="user_id"/>
<field name="date"/>
<field name="state"/>
<field name="duration" />
<field name="partner_id" string="Partner" />
<field name="location" />
<field name="categ_id"/>
<field name="needaction_pending" invisible="1"/>
</tree>
</field>
</record>
<!-- CRM Meeting Calendar -->
<record model="ir.ui.view" id="view_crm_meeting_calendar">
<field name="name">CRM - Meetings Calendar</field>
<field name="model">crm.meeting</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Meetings" date_start="date" color="user_id" date_stop="date_deadline" date_delay="duration">
<field name="name"/>
<field name="partner_id"/>
</calendar>
</field>
</record>
<!-- CRM Meeting Gantt -->
<record id="view_crm_meeting_gantt" model="ir.ui.view">
<field name="name">CRM - Meetings Gantt</field>
<field name="model">crm.meeting</field>
<field name="type">gantt</field>
<field name="arch" type="xml">
<gantt date_delay="duration" date_start="date" string="Meetings"/>
</field>
</record>
<!-- CRM Meeting Search View -->
<record id="view_crm_meeting_search" model="ir.ui.view">
<field name="name">CRM - Meetings Search</field>
<field name="model">crm.meeting</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Meetings">
<group>
<field name="name" string="Meeting / Partner"
filter_domain="['|',('name','ilike',self),('partner_id','ilike', self)]"/>
<filter string="Inbox" help="Unread messages" icon="terp-mail-message-new"
name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
<separator orientation="vertical"/>
<filter string="My Meetings" help="My Meetings" icon="terp-personal"
domain="[('user_id','=',uid)]"/>
<separator orientation="vertical"/>
<field name="user_id"/>
<field name="partner_id"/>
</group>
</search>
</field>
</record>
<!-- CRM Meetings action and menu -->
<record id="action_crm_meeting" model="ir.actions.act_window">
<field name="name">Meetings</field>
<field name="res_model">crm.meeting</field>
<field name="view_mode">calendar,tree,form,gantt</field>
<field name="view_id" ref="view_crm_meeting_calendar"/>
<field name="search_view_id" ref="view_crm_meeting_search"/>
<field name="context">{"calendar_default_user_id": uid}</field>
<field name="help">
The meeting calendar is shared between the sales teams and fully integrated with other applications
such as the employee holidays or the business opportunities.
You can also synchronize meetings with your mobile phone using the caldav interface.
</field>
</record>
<record model="ir.actions.act_window.view" id="action_view_crm_meeting_calendar">
<field name="act_window_id" ref="action_crm_meeting"/>
<field name="sequence" eval="1"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="view_crm_meeting_calendar"/>
</record>
<record model="ir.actions.act_window.view" id="action_view_crm_meeting_tree">
<field name="act_window_id" ref="action_crm_meeting"/>
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_crm_meeting_tree"/>
</record>
<record model="ir.actions.act_window.view" id="action_view_crm_meeting_form">
<field name="act_window_id" ref="action_crm_meeting"/>
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="view_crm_meeting_form"/>
</record>
<record model="ir.actions.act_window.view" id="action_view_crm_meeting_gantt">
<field name="act_window_id" ref="action_crm_meeting"/>
<field name="sequence" eval="4"/>
<field name="view_mode">gantt</field>
<field name="view_id" ref="view_crm_meeting_gantt"/>
</record>
<menuitem id="menu_crm_meeting" parent="base.menu_sales" sequence="8"
name="Meetings" action="action_crm_meeting"/>
</data>
</openerp>
@@ -5,3 +5,9 @@ access_res_alarm,res.alarm,model_res_alarm,base.group_user,1,1,1,1
access_calendar_todo,calendar.todo,model_calendar_todo,base.group_user,1,1,1,1
access_calendar_event,calendar.event,model_calendar_event,base.group_user,1,1,1,1
access_calendar_attendee_survey_user,calendar.attendee,model_calendar_attendee,base.group_survey_user,1,0,0,0
access_crm_meeting_manager,crm.meeting.manager,model_crm_meeting,base.group_sale_manager,1,1,1,1
access_crm_meeting,crm.meeting,model_crm_meeting,base.group_sale_salesman,1,1,1,0
access_crm_meeting_all,crm.meeting_allll,model_crm_meeting,base.group_user,1,0,0,0
access_crm_meeting_partner_manager,crm.meeting.partner.manager,model_crm_meeting,base.group_partner_manager,1,1,1,1
access_crm_meeting_type_manager,crm.meeting.type.manager,model_crm_meeting_type,base.group_sale_manager,1,1,1,0
access_crm_meeting_type_manager,crm.meeting.type.manager,model_crm_meeting_type,base.group_system,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
5 access_calendar_todo calendar.todo model_calendar_todo base.group_user 1 1 1 1
6 access_calendar_event calendar.event model_calendar_event base.group_user 1 1 1 1
7 access_calendar_attendee_survey_user calendar.attendee model_calendar_attendee base.group_survey_user 1 0 0 0
8 access_crm_meeting_manager crm.meeting.manager model_crm_meeting base.group_sale_manager 1 1 1 1
9 access_crm_meeting crm.meeting model_crm_meeting base.group_sale_salesman 1 1 1 0
10 access_crm_meeting_all crm.meeting_allll model_crm_meeting base.group_user 1 0 0 0
11 access_crm_meeting_partner_manager crm.meeting.partner.manager model_crm_meeting base.group_partner_manager 1 1 1 1
12 access_crm_meeting_type_manager crm.meeting.type.manager model_crm_meeting_type base.group_sale_manager 1 1 1 0
13 access_crm_meeting_type_manager crm.meeting.type.manager model_crm_meeting_type base.group_system 1 1 1 1
+1
View File
@@ -29,6 +29,7 @@ class base_state(object):
- ``date_closed`` (datetime field)
- ``user_id`` (many2one to res.users)
- ``partner_id`` (many2one to res.partner)
- ``email_from`` (char field)
- ``state`` (selection field)
"""
+1 -1
View File
@@ -22,8 +22,8 @@
import crm
import crm_action_rule
import crm_segmentation
import crm_meeting
import crm_lead
import crm_meeting
import crm_phonecall
import report
import wizard
+2 -2
View File
@@ -69,10 +69,10 @@
<field name="name">Meetings</field>
<field name="res_model">crm.meeting</field>
<field name="view_mode">calendar,tree,form,gantt</field>
<field name="view_id" ref="crm.crm_case_tree_view_meet"/>
<field name="view_id" ref="base_calendar.view_crm_meeting_tree"/>
<field name="context">{"calendar_default_user_id":uid}</field>
<field name="domain">[('state','=','open'),('date','&gt;',datetime.date.today().strftime("%Y-%m-%d %H:%M:%S"))]</field>
<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
<field name="search_view_id" ref="base_calendar.view_crm_meeting_search"/>
</record>
<record model="ir.ui.view" id="board_crm_statistical_form">
+1 -1
View File
@@ -9,7 +9,7 @@
<field name="name">Meetings</field>
<field name="resource">ir.ui.menu</field>
<field name="user_id" ref="base.user_demo"/>
<field name="res_id" ref="crm.menu_crm_case_categ_meet"/>
<field name="res_id" ref="base_calendar.menu_crm_meeting"/>
</record>
<record model="crm.case.section" id="section_sales_marketing_department">
+15 -36
View File
@@ -41,6 +41,7 @@ class crm_lead(base_stage, osv.osv):
_description = "Lead/Opportunity"
_order = "priority,date_action,id desc"
_inherit = ['ir.needaction_mixin', 'mail.thread']
_mail_compose_message = True
def _get_default_section_id(self, cr, uid, context=None):
""" Gives default section by checking if present in the context """
@@ -763,43 +764,21 @@ class crm_lead(base_stage, osv.osv):
}
def action_makeMeeting(self, cr, uid, ids, context=None):
""" This opens Meeting's calendar view to schedule meeting on current Opportunity
@return : Dictionary value for created Meeting view
"""
This opens Meeting's calendar view to schedule meeting on current Opportunity
@return : Dictionary value for created Meeting view
"""
if context is None:
context = {}
value = {}
data_obj = self.pool.get('ir.model.data')
for opp in self.browse(cr, uid, ids, context=context):
# Get meeting views
tree_view = data_obj.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_meet')
form_view = data_obj.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_meet')
calander_view = data_obj.get_object_reference(cr, uid, 'crm', 'crm_case_calendar_view_meet')
search_view = data_obj.get_object_reference(cr, uid, 'crm', 'view_crm_case_meetings_filter')
context.update({
'default_opportunity_id': opp.id,
'default_partner_id': opp.partner_id and opp.partner_id.id or False,
'default_user_id': uid,
'default_section_id': opp.section_id and opp.section_id.id or False,
'default_email_from': opp.email_from,
'default_state': 'open',
'default_name': opp.name
})
value = {
'name': _('Meetings'),
'context': context,
'view_type': 'form',
'view_mode': 'calendar,form,tree',
'res_model': 'crm.meeting',
'view_id': False,
'views': [(calander_view and calander_view[1] or False, 'calendar'), (form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree')],
'type': 'ir.actions.act_window',
'search_view_id': search_view and search_view[1] or False,
'nodestroy': True
}
return value
opportunity = self.browse(cr, uid, ids[0], context)
res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
res['context'] = {
'default_opportunity_id': opportunity.id,
'default_partner_id': opportunity.partner_id and opportunity.partner_id.id or False,
'default_user_id': uid,
'default_section_id': opportunity.section_id and opportunity.section_id.id or False,
'default_email_from': opportunity.email_from,
'default_state': 'open',
'default_name': opportunity.name,
}
return res
def unlink(self, cr, uid, ids, context=None):
for lead in self.browse(cr, uid, ids, context):
+13 -75
View File
@@ -19,56 +19,23 @@
#
##############################################################################
from base_calendar import base_calendar
from base_status.base_state import base_state
from base_status.base_stage import base_stage
import logging
from osv import fields, osv
import tools
from tools.translate import _
import logging
_logger = logging.getLogger(__name__)
class crm_lead(base_stage, osv.osv):
""" CRM Leads """
_name = 'crm.lead'
class crm_meeting(base_state, osv.Model):
#
# crm.meeting is defined in module base_calendar
#
class crm_meeting(osv.Model):
""" Model for CRM meetings """
_name = 'crm.meeting'
_description = "Meeting"
_order = "id desc"
_inherit = ["calendar.event", 'ir.needaction_mixin', "mail.thread"]
_inherit = 'crm.meeting'
_columns = {
# base_state required fields
'partner_id': fields.many2one('res.partner', 'Partner', states={'done': [('readonly', True)]}),
'section_id': fields.many2one('crm.case.section', 'Sales Team', states={'done': [('readonly', True)]},
select=True, groups='base.group_sale_salesman', help='Sales team to which Case belongs to.'),
'email_from': fields.char('Email', size=128, states={'done': [('readonly', True)]}, help="These people will receive email."),
'create_date': fields.datetime('Creation Date' , readonly=True),
'write_date': fields.datetime('Write Date' , readonly=True),
'date_action_last': fields.datetime('Last Action', readonly=1),
'date_action_next': fields.datetime('Next Action', readonly=1),
# Meeting fields
'name': fields.char('Summary', size=124, required=True, states={'done': [('readonly', True)]}),
'categ_id': fields.many2one('crm.case.categ', 'Meeting Type', \
domain="[('object_id.model', '=', 'crm.meeting')]", \
),
'phonecall_id': fields.many2one ('crm.phonecall', 'Phonecall'),
'opportunity_id': fields.many2one ('crm.lead', 'Opportunity', domain="[('type', '=', 'opportunity')]"),
'attendee_ids': fields.many2many('calendar.attendee', 'meeting_attendee_rel',\
'event_id', 'attendee_id', 'Attendees', states={'done': [('readonly', True)]}),
'date_closed': fields.datetime('Closed', readonly=True),
'date_deadline': fields.datetime('Deadline', states={'done': [('readonly', True)]}),
'state': fields.selection([ ('draft', 'Unconfirmed'),
('open', 'Confirmed'),
('cancel', 'Cancelled'),
('done', 'Done')],
string='Status', size=16, readonly=True),
}
_defaults = {
'state': 'draft',
'active': 1,
'user_id': lambda self, cr, uid, ctx: uid,
}
def create(self, cr, uid, vals, context=None):
@@ -76,52 +43,28 @@ class crm_meeting(base_state, osv.Model):
self.create_send_note(cr, uid, [obj_id], context=context)
return obj_id
def case_open(self, cr, uid, ids, context=None):
""" Confirms meeting """
res = super(crm_meeting, self).case_open(cr, uid, ids, context)
for (id, name) in self.name_get(cr, uid, ids):
id=base_calendar.base_calendar_id2real_id(id)
return res
# ----------------------------------------
# OpenChatter
# ----------------------------------------
def case_get_note_msg_prefix(self, cr, uid, id, context=None):
return 'Meeting'
def create_send_note(self, cr, uid, ids, context=None):
if context is None:
context = {}
# update context: if come from phonecall, default state values can make the message_append_note crash
context.pop('default_state', False)
for meeting in self.browse(cr, uid, ids, context=context):
# convert datetime field to a datetime, using server format, then
# convert it to the user TZ and re-render it with %Z to add the timezone
meeting_datetime = fields.DT.datetime.strptime(meeting.date, tools.DEFAULT_SERVER_DATETIME_FORMAT)
meeting_date_str = fields.datetime.context_timestamp(cr, uid, meeting_datetime, context=context).strftime(tools.DATETIME_FORMATS_MAP['%+'] + " (%Z)")
message = _("A meeting has been <b>scheduled</b> on <em>%s</em>.") % (meeting_date_str)
# in the message, transpose meeting.date to the timezone of the current user
meeting_date = fields.DT.datetime.strptime(meeting.date, tools.DEFAULT_SERVER_DATETIME_FORMAT)
meeting_date_tz = fields.datetime.context_timestamp(cr, uid, meeting_date, context=context).strftime(tools.DATETIME_FORMATS_MAP['%+'] + " (%Z)")
if meeting.opportunity_id: # meeting can be create from phonecalls or opportunities, therefore checking for the parent
lead = meeting.opportunity_id
parent_message = _("Meeting linked to the opportunity <em>%s</em> has been <b>created</b> and <b>cscheduled</b> on <em>%s</em>.") % (lead.name, meeting.date)
message = _("Meeting linked to the opportunity <em>%s</em> has been <b>created</b> and <b>scheduled</b> on <em>%s</em>.") % (lead.name, meeting_date_tz)
lead.message_append_note(_('System Notification'), message)
elif meeting.phonecall_id:
phonecall = meeting.phonecall_id
parent_message = _("Meeting linked to the phonecall <em>%s</em> has been <b>created</b> and <b>cscheduled</b> on <em>%s</em>.") % (phonecall.name, meeting.date)
message = _("Meeting linked to the phonecall <em>%s</em> has been <b>created</b> and <b>scheduled</b> on <em>%s</em>.") % (phonecall.name, meeting_date_tz)
phonecall.message_append_note(body=message)
else:
parent_message = message
if parent_message:
meeting.message_append_note(body=parent_message)
message = _("A meeting has been <b>scheduled</b> on <em>%s</em>.") % (meeting_date_tz)
meeting.message_append_note(body=message)
return True
def case_open_send_note(self, cr, uid, ids, context=None):
return self.message_append_note(cr, uid, ids, body=_("Meeting has been <b>confirmed</b>."), context=context)
def case_close_send_note(self, cr, uid, ids, context=None):
return self.message_append_note(cr, uid, ids, body=_("Meeting has been <b>done</b>."), context=context)
class calendar_attendee(osv.osv):
""" Calendar Attendee """
@@ -155,8 +98,6 @@ class calendar_attendee(osv.osv):
relation="crm.case.categ", multi='categ_id'),
}
calendar_attendee()
class res_users(osv.osv):
_name = 'res.users'
_inherit = 'res.users'
@@ -177,7 +118,4 @@ class res_users(osv.osv):
_logger.debug('Skipped meetings shortcut for user "%s"', data.get('name','<new'))
return user_id
res_users()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
+3 -9
View File
@@ -4,22 +4,16 @@
<!-- CASE CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_meet1">
<record model="crm.meeting.type" id="categ_meet1">
<field name="name">Customer Meeting</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.meeting')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_meet2">
<record model="crm.meeting.type" id="categ_meet2">
<field name="name">Internal Meeting</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.meeting')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_meet3">
<record model="crm.meeting.type" id="categ_meet3">
<field name="name">Phone Call</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.meeting')]" model="ir.model"/>
</record>
<record model="res.request.link" id="request_link_meeting">
-93
View File
@@ -1,102 +1,9 @@
<?xml version="1.0"?>
<openerp>
<data>
<act_window
id="crm_case_categ_meet_create_partner"
name="Schedule a Meeting"
res_model="crm.meeting"
view_mode="calendar,tree,form,gantt"
context="{'default_partner_id': active_id, 'default_duration': 4.0}"
/>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet_partner">
<field name="sequence" eval="1"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_meet_partner">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_meet_partner">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_gantt_meet_partner">
<field name="sequence" eval="3"/>
<field name="view_mode">gantt</field>
<field name="view_id" ref="crm_case_gantt_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
</record>
<record model="ir.actions.act_window" id="crm_case_categ_meet">
<field name="name">Meetings</field>
<field name="res_model">crm.meeting</field>
<field name="view_mode">calendar,tree,form,gantt</field>
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="context">{"calendar_default_user_id":uid}</field>
<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
<field name="help">The meeting calendar is shared between the sales teams and fully integrated with other applications such as the employee holidays or the business opportunities. You can also synchronize meetings with your mobile phone using the caldav interface.
</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet">
<field name="sequence" eval="1"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_meet">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form__meet">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_gantt_meet">
<field name="sequence" eval="1"/>
<field name="view_mode">gantt</field>
<field name="view_id" ref="crm_case_gantt_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet"/>
</record>
<!-- ALL MEETINGS -->
<menuitem name="Import &amp; Synchronize" id="base.menu_import_crm"
parent="base.menu_base_partner"/>
<menuitem name="Meetings" id="menu_crm_case_categ_meet"
action="crm_case_categ_meet" parent="base.menu_sales"
sequence="8" />
<record id="action_view_attendee_form" model="ir.actions.act_window">
<field name="name">Meeting Invitations</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">calendar.attendee</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="base_calendar.base_calendar_attendee_tree_view" />
<field name="domain">[('ref','like','crm.meeting,')]</field>
<field name="context">{"search_default_toreview":1, "search_default_user_id":uid}</field>
<field name="help">With Meeting Invitations you can create and manage the meeting invitations sent/to be sent to your colleagues/partners. You can not only invite OpenERP users, but also external parties, such as a customer.</field>
</record>
</data>
</openerp>
+1 -1
View File
@@ -6,7 +6,7 @@
<field name="name">Meetings</field>
<field name="resource">ir.ui.menu</field>
<field name="user_id" ref="base.user_root"/>
<field name="res_id" ref="crm.menu_crm_case_categ_meet"/>
<field name="res_id" ref="base_calendar.menu_crm_meeting"/>
</record>
</data>
+21 -334
View File
@@ -2,361 +2,48 @@
<openerp>
<data>
<!-- Read/Unread actions -->
<record id="actions_server_crm_meeting_unread" model="ir.actions.server">
<field name="name">Mark unread</field>
<field name="condition">True</field>
<field name="type">ir.actions.server</field>
<field name="model_id" ref="model_crm_meeting"/>
<field name="state">code</field>
<field name="code">self.message_check_and_set_unread(cr, uid, context.get('active_ids'), context=context)</field>
</record>
<record id="action_crm_meeting_unread" model="ir.values">
<field name="name">action_crm_meeting_unread</field>
<field name="action_id" ref="actions_server_crm_meeting_unread"/>
<field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_meeting_unread'))" />
<field name="key">action</field>
<field name="model_id" ref="model_crm_meeting" />
<field name="model">crm.meeting</field>
<field name="key2">client_action_multi</field>
</record>
<record id="actions_server_crm_meeting_read" model="ir.actions.server">
<field name="name">Mark read</field>
<field name="condition">True</field>
<field name="type">ir.actions.server</field>
<field name="model_id" ref="model_crm_meeting"/>
<field name="state">code</field>
<field name="code">self.message_check_and_set_read(cr, uid, context.get('active_ids'), context=context)</field>
</record>
<record id="action_crm_meeting_read" model="ir.values">
<field name="name">action_crm_meeting_read</field>
<field name="action_id" ref="actions_server_crm_meeting_read"/>
<field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_meeting_read'))" />
<field name="key">action</field>
<field name="model_id" ref="model_crm_meeting" />
<field name="model">crm.meeting</field>
<field name="key2">client_action_multi</field>
</record>
<!-- CRM Meetings Categories Form View -->
<record id="crm_meeting_categ_action" model="ir.actions.act_window">
<field name="name">Meeting Categories</field>
<field name="res_model">crm.case.categ</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
<field name="domain">[('object_id.model', '=', 'crm.meeting')]</field>
<field name="context" eval="{'object_id': ref('model_crm_meeting')}"/>
<field name="help">Create different meeting categories to better organize and classify your meetings.</field>
</record>
<menuitem action="crm_meeting_categ_action"
groups="base.group_no_one"
id="menu_crm_case_meeting-act" parent="base.menu_calendar_configuration" sequence="1"/>
<!-- CRM Meetings Form View -->
<record model="ir.ui.view" id="crm_case_form_view_meet">
<record model="ir.ui.view" id="view_crm_meeting_form">
<field name="name">CRM - Meetings Form</field>
<field name="model">crm.meeting</field>
<field name="type">form</field>
<field name="inherit_id" ref="base_calendar.view_crm_meeting_form"/>
<field name="arch" type="xml">
<form string="Meetings" version="7.0">
<header>
<button name="case_open" string="Confirm" type="object" class="oe_highlight"
states="draft"/>
<button name="case_close" string="Done" type="object" class="oe_highlight"
states="open"/>
<button name="case_reset" string="Reset to Unconfirmed" type="object"
states="cancel,done"/>
<button name="case_cancel" string="Cancel" type="object"
states="draft,open"/>
<field name="state" widget="statusbar" statusbar_visible="draft,open,done"/>
</header>
<sheet>
<div class="oe_title">
<div class="oe_edit_only">
<label for="name" string="Title"/>
(<field name="allday" on_change="onchange_dates(date,False,False,allday)" class="oe_inline"/>
<label for="allday" string="All Day?"/>)
</div>
<h1>
<field name="name"/>
</h1>
</div>
<group>
<h2>
<label for="date" string="Starting at"/>
<field name="date" required="1" class="oe_inline"/>
<label string="in" class="oe_inline" attrs="{'invisible': [('location', '=', False)]}"/> <field name="location" placeholder="Specify the location here" class="oe_inline"/>
</h2>
</group>
<group>
<h2>
<label for="duration" string="Duration" />
<field name="duration" widget="float_time"
on_change="onchange_dates(date,duration,False,allday)"
class="oe_inline"/> (
<field name="date_deadline"
string="End Date" required="1"
on_change="onchange_dates(date,False,date_deadline)"
class="oe_inline"/> )
</h2>
</group>
<group colspan="4" col="4">
<group colspan="2">
<field name="user_id" />
<field name="organizer"/>
<field name="section_id" widget="selection"/>
</group>
<group colspan="2">
<field name="alarm_id" string="Reminder" widget="selection" />
<field name="class" string="Privacy"/>
<field name="show_as" string="Show Time as"/>
<field name="recurrency" string="Recurrence" attrs="{'readonly': ['|', ('recurrent_uid','!=',False), ('state','=','done')]}"/>
</group>
<group colspan="2">
<field name="partner_id" string="Partner"
on_change="onchange_partner_id(partner_id)" />
<field name="email_from"/>
</group>
<group colspan="2">
<field name="categ_id" widget="selection"
string="Meeting Type"
domain="[('object_id.model', '=', 'crm.meeting')]" />
<field name="rrule" invisible="1" readonly="1"/>
<field name="recurrent_id" invisible="1"/>
<field name="recurrent_uid" invisible="1"/>
</group>
</group>
<separator string="Description" colspan="4" />
<field name="description" nolabel="1" colspan="4" />
<notebook>
<page string="Invitation Detail">
<button string="Invite People"
name="%(base_calendar.action_view_calendar_invite_attendee_wizard)d"
icon="terp-partner" type="action"
attrs="{'readonly': [('state', '=', 'done')]}"
context="{'model' : 'crm.meeting', 'attendee_field':'attendee_ids'}" colspan="2"/>
<field name="attendee_ids" colspan="4"
nolabel="1" widget="one2many" mode="tree">
<tree string="Invitation details" editable="top">
<field name="sent_by_uid" string="From"/>
<field name="user_id" string="To"/>
<field name="email" string="Mail To"/>
<field name="role" />
<field name="state" />
<button name="do_tentative"
states="needs-action,declined,accepted"
string="Uncertain" type="object"
icon="terp-crm" />
<button name="do_accept" string="Accept"
states="needs-action,tentative,declined"
type="object" icon="gtk-apply" />
<button name="do_decline" string="Decline"
states="needs-action,tentative,accepted"
type="object" icon="gtk-cancel" />
<button
name="%(base_calendar.action_view_calendar_invite_attendee_wizard)d"
string="Delegate" type="action"
icon="gtk-sort-descending"
states="needs-action,tentative,declined,accepted"
context="{'model' : 'calendar.attendee', 'attendee_field' : 'child_ids'}" />
</tree>
<form string="Invitation details" version="7.0">
<notebook colspan="4">
<page string="Details">
<field name="email" />
<field name="rsvp" />
<field name="cutype" />
<field name="role" />
<separator colspan="4" string="" />
<group col="6" colspan="4">
<field name="state" />
<button name="do_tentative"
states="needs-action,declined,accepted"
string="Uncertain"
type="object"
icon="terp-crm" />
<button name="do_accept"
string="Accept"
states="needs-action,tentative,declined"
type="object"
icon="gtk-apply" />
<button name="do_decline"
string="Decline"
states="needs-action,tentative,accepted"
type="object"
icon="gtk-cancel" />
<button
name="%(base_calendar.action_view_calendar_invite_attendee_wizard)d"
string="Delegate"
type="action"
icon="gtk-sort-descending"
states="needs-action,tentative,declined,accepted"
context="{'model' : 'calendar.attendee', 'attendee_field' : 'child_ids'}" />
</group>
</page>
<page string="Other">
<field name="user_id"/>
<newline />
</page>
</notebook>
</form>
</field>
</page>
<page string="Recurrence Options"><!-- attrs="{'invisible': [('recurrency','=',False)], 'readonly': ['|', ('recurrent_uid','!=',False), ('state','=','done')]}">-->
<group col="4" colspan="4" name="rrule">
<group col="4" colspan="4">
<field name="rrule_type" string=" Recurrence Pattern" />
<field name="interval" />
<field name="end_type" />
<label string=" " colspan="2" />
<newline />
<field name="count" attrs="{'invisible' : [('end_type', '!=', 'count')] }"/>
<label string=" " colspan="2" />
<newline />
<field name="end_date" attrs="{'invisible' : [('end_type', '!=', 'end_date')], 'required': [('end_type', '=', 'end_date')]}"/>
<newline />
</group>
<group col="8" colspan="4" name="Select weekdays" attrs="{'invisible' :[('rrule_type','not in', ['weekly'])]}">
<separator string="Choose day where repeat the meeting" colspan="8"/>
<field name="mo" colspan="1" />
<field name="tu" colspan="1" />
<field name="we" colspan="1" />
<field name="th" colspan="1" />
<newline/>
<field name="fr" colspan="1" />
<field name="sa" colspan="1" />
<field name="su" colspan="1" />
<newline />
</group>
<group col="10" colspan="4"
attrs="{'invisible' : [('rrule_type','!=','monthly')]}">
<separator string="Choose day in the month where repeat the meeting" colspan="12"/>
<group col="2" colspan="1">
<field name="select1" />
</group>
<group col="2" colspan="1">
<field name="day"
attrs="{'required' : [('select1','=','date'), ('rrule_type','=','monthly')],
'invisible' : [('select1','=','day')]}" />
</group>
<group col="3" colspan="1">
<field name="byday" string="The"
attrs="{'required' : [('select1','=','day'), ('rrule_type','=','monthly')], 'invisible' : [('select1','=','date')]}" />
<field name="week_list" nolabel="1"
attrs="{'required' : [('select1','=','day'), ('rrule_type','=','monthly')], 'invisible' : [('select1','=','date')]}" />
</group>
</group>
</group>
</page>
</notebook>
</sheet>
<footer>
<field name="message_ids" widget="mail_thread"/>
</footer>
</form>
</field>
</record>
<!-- CRM Meeting Tree View -->
<record model="ir.ui.view" id="crm_case_tree_view_meet">
<field name="name">CRM - Meetings Tree</field>
<field name="model">crm.meeting</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Meetings" fonts="bold:needaction_pending==True"
colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
<field name="name" string="Subject" />
<field name="user_id"/>
<field name="date"/>
<field name="state"/>
<field name="duration" />
<field name="partner_id" string="Partner" />
<field name="location" />
<field name="categ_id"/>
<field name="needaction_pending" invisible="1"/>
</tree>
<field name="organizer" position="after">
<field name="section_id" widget="selection"/>
</field>
</field>
</record>
<!-- CRM Meeting Calendar -->
<record model="ir.ui.view" id="crm_case_calendar_view_meet">
<record model="ir.ui.view" id="view_crm_meeting_calendar">
<field name="name">CRM - Meetings Calendar</field>
<field name="model">crm.meeting</field>
<field name="type">calendar</field>
<field name="inherit_id" ref="base_calendar.view_crm_meeting_calendar"/>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Meetings" date_start="date" color="user_id" date_stop="date_deadline" date_delay="duration">
<field name="name"/>
<field name="partner_id"/>
<field name="partner_id" position="after">
<field name="section_id" widget="selection"/>
</calendar>
</field>
</record>
<!-- CRM Meeting Gantt -->
<record id="crm_case_gantt_view_meet" model="ir.ui.view">
<field name="name">CRM - Meetings Gantt</field>
<field name="model">crm.meeting</field>
<field name="type">gantt</field>
<field name="arch" type="xml">
<gantt date_delay="duration" date_start="date" string="Meetings">
</gantt>
</field>
</record>
<!-- CRM Meeting Search View -->
<record id="view_crm_case_meetings_filter" model="ir.ui.view">
<field name="name">CRM - Meetings Search</field>
<field name="model">crm.meeting</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Meetings">
<group>
<filter icon="terp-mail-message-new"
string="Inbox" help="Unread messages"
name="needaction_pending"
domain="[('needaction_pending','=',True)]"/>
<separator orientation="vertical"/>
<field name="name" string="Meeting / Partner"
filter_domain="['|',('name','ilike',self),('partner_id','ilike', self)]"/>
<separator orientation="vertical"/>
<filter string="My Meetings"
icon="terp-personal"
domain="[('user_id','=',uid)]"
help="My Meetings" />
<separator orientation="vertical"/>
<field name="user_id"/>
<field name="partner_id"/>
</group>
</search>
</field>
</record>
</field>
</record>
<!-- Calendar Attendee Form View -->
<!-- Calendar Attendee Form View -->
<record id="attendee_form_view_inherit" model="ir.ui.view">
<field name="name">calendar.attendee.form.inherit</field>
<field name="model">calendar.attendee</field>
<field name="type">form</field>
<field name="inherit_id" ref="base_calendar.base_calendar_attendee_form_view"/>
<field name="arch" type="xml">
<field name="ref" position="after">
<field name="categ_id" string="Event Type"/>
</field>
<record id="attendee_form_view_inherit" model="ir.ui.view">
<field name="name">calendar.attendee.form.inherit</field>
<field name="model">calendar.attendee</field>
<field name="type">form</field>
<field name="inherit_id" ref="base_calendar.base_calendar_attendee_form_view"/>
<field name="arch" type="xml">
<field name="ref" position="after">
<field name="categ_id" string="Event Type"/>
</field>
</record>
</field>
</record>
</data>
</openerp>
+13 -42
View File
@@ -241,49 +241,20 @@ class crm_phonecall(base_state, osv.osv):
return opportunity_dict
def action_make_meeting(self, cr, uid, ids, context=None):
""" This opens Meeting's calendar view to schedule meeting on current Phonecall
@return : Dictionary value for created Meeting view
"""
This opens Meeting's calendar view to schedule meeting on current Phonecall
@return : Dictionary value for created Meeting view
"""
value = {}
for phonecall in self.browse(cr, uid, ids, context=context):
data_obj = self.pool.get('ir.model.data')
# Get meeting views
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
res = data_obj.read(cr, uid, result, ['res_id'])
id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet')
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet')
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_meet')
if id1:
id1 = data_obj.browse(cr, uid, id1, context=context).res_id
if id2:
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
if id3:
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
context = {
'default_phonecall_id': phonecall.id,
'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
'default_email': phonecall.email_from ,
'default_name': phonecall.name
}
value = {
'name': _('Meetings'),
'domain' : "[('user_id','=',%s)]" % (uid),
'context': context,
'view_type': 'form',
'view_mode': 'calendar,form,tree',
'res_model': 'crm.meeting',
'view_id': False,
'views': [(id1, 'calendar'), (id2, 'form'), (id3, 'tree')],
'type': 'ir.actions.act_window',
'search_view_id': res['res_id'],
'nodestroy': True
}
return value
phonecall = self.browse(cr, uid, ids[0], context)
res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
res['context'] = {
'default_phonecall_id': phonecall.id,
'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
'default_user_id': uid,
'default_email_from': phonecall.email_from,
'default_state': 'open',
'default_name': phonecall.name,
}
return res
# ----------------------------------------
# OpenChatter
+1 -1
View File
@@ -127,7 +127,7 @@
<xpath expr="//div[@name='buttons']" position="inside">
<button type="action"
string="Schedule a Meeting"
name="%(crm.crm_case_categ_meet_create_partner)d"
name="%(base_calendar.action_crm_meeting)d"
context="{'search_default_partner_id': active_id, 'default_duration': 4.0}"/>
<button type="action" string="Schedule a Call"
name="%(crm.crm_case_categ_phone_create_partner)d"
-4
View File
@@ -7,12 +7,9 @@ access_crm_case_channel_user,crm.case.channel user,model_crm_case_channel,base.g
access_crm_case_channel_manager,crm.case.channel manager,model_crm_case_channel,base.group_sale_manager,1,1,1,1
access_crm_case_section,crm.case.section,model_crm_case_section,base.group_user,1,0,0,0
access_crm_case_categ,crm.case.categ,model_crm_case_categ,base.group_sale_salesman,1,1,1,0
access_crm_meeting_manager,crm.meeting.manager,model_crm_meeting,base.group_sale_manager,1,1,1,1
access_crm_lead_manager,crm.lead.manager,model_crm_lead,base.group_sale_manager,1,1,1,1
access_crm_phonecall_manager,crm.phonecall.manager,model_crm_phonecall,base.group_sale_manager,1,1,1,1
access_crm_case_categ,crm.case.categ,model_crm_case_categ,base.group_user,1,0,0,0
access_crm_meeting,crm.meeting,model_crm_meeting,base.group_sale_salesman,1,1,1,0
access_crm_meeting_all,crm.meeting_allll,model_crm_meeting,base.group_user,1,0,0,0
access_crm_lead,crm.lead,model_crm_lead,base.group_sale_salesman,1,1,1,0
access_crm_lead_all,crm.lead.all,model_crm_lead,base.group_user,1,0,0,0
access_crm_phonecall,crm.phonecall,model_crm_phonecall,base.group_sale_salesman,1,1,1,0
@@ -40,4 +37,3 @@ access_crm_lead_report_user,crm.lead.report user,model_crm_lead_report,base.grou
access_res_partner_bank_type_crm_user,res.partner.bank.type.crm.user,base.model_res_partner_bank_type,base.group_sale_salesman,1,0,0,0
access_crm_lead_partner_manager,crm.lead.partner.manager,model_crm_lead,base.group_partner_manager,1,0,0,0
access_crm_phonecall_partner_manager,crm.phonecall.partner.manager,model_crm_phonecall,base.group_partner_manager,1,1,1,1
access_crm_meeting_partner_manager,crm.meeting.partner.manager,model_crm_meeting,base.group_partner_manager,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
7 access_crm_case_channel_manager crm.case.channel manager model_crm_case_channel base.group_sale_manager 1 1 1 1
8 access_crm_case_section crm.case.section model_crm_case_section base.group_user 1 0 0 0
9 access_crm_case_categ crm.case.categ model_crm_case_categ base.group_sale_salesman 1 1 1 0
access_crm_meeting_manager crm.meeting.manager model_crm_meeting base.group_sale_manager 1 1 1 1
10 access_crm_lead_manager crm.lead.manager model_crm_lead base.group_sale_manager 1 1 1 1
11 access_crm_phonecall_manager crm.phonecall.manager model_crm_phonecall base.group_sale_manager 1 1 1 1
12 access_crm_case_categ crm.case.categ model_crm_case_categ base.group_user 1 0 0 0
access_crm_meeting crm.meeting model_crm_meeting base.group_sale_salesman 1 1 1 0
access_crm_meeting_all crm.meeting_allll model_crm_meeting base.group_user 1 0 0 0
13 access_crm_lead crm.lead model_crm_lead base.group_sale_salesman 1 1 1 0
14 access_crm_lead_all crm.lead.all model_crm_lead base.group_user 1 0 0 0
15 access_crm_phonecall crm.phonecall model_crm_phonecall base.group_sale_salesman 1 1 1 0
37 access_res_partner_bank_type_crm_user res.partner.bank.type.crm.user base.model_res_partner_bank_type base.group_sale_salesman 1 0 0 0
38 access_crm_lead_partner_manager crm.lead.partner.manager model_crm_lead base.group_partner_manager 1 0 0 0
39 access_crm_phonecall_partner_manager crm.phonecall.partner.manager model_crm_phonecall base.group_partner_manager 1 1 1 1
access_crm_meeting_partner_manager crm.meeting.partner.manager model_crm_meeting base.group_partner_manager 1 1 1 1
+2 -3
View File
@@ -2,10 +2,9 @@
I create a record rule.
-
!python {model: base.action.rule}: |
modle_id = self.pool.get("ir.model").search(cr, uid, [('name', '=', 'crm.lead')])
model_ids = self.pool.get("ir.model").search(cr, uid, [('model', '=', 'crm.lead')])
from datetime import datetime
new_id = self.create(cr, uid, {'name': 'New Rule', 'model_id': modle_id[0], 'trg_user_id': ref('base.user_root'), 'trg_partner_id': ref('base.res_partner_asus'), 'act_user_id': ref('base.user_demo') })
lead_obj = self.pool.get("crm.lead")
new_id = self.create(cr, uid, {'name': 'New Rule', 'model_id': model_ids[0], 'trg_user_id': ref('base.user_root'), 'trg_partner_id': ref('base.res_partner_asus'), 'act_user_id': ref('base.user_demo') })
self._check(cr, uid)
-
I create new lead to check record rule.
-1
View File
@@ -19,7 +19,6 @@
#
##############################################################################
import mail_compose_message
import crm_add_note
import crm_lead_to_partner
+16 -51
View File
@@ -41,58 +41,23 @@ class crm_phonecall2meeting(osv.osv_memory):
return {'type':'ir.actions.act_window_close'}
def action_make_meeting(self, cr, uid, ids, context=None):
""" This opens Meeting's calendar view to schedule meeting on current Phonecall
@return : Dictionary value for created Meeting view
"""
This opens Meeting's calendar view to schedule meeting on current Phonecall
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Phonecall to Meeting IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Meeting view
"""
value = {}
record_id = context and context.get('active_id', False) or False
if record_id:
phonecall_obj = self.pool.get('crm.phonecall')
data_obj = self.pool.get('ir.model.data')
# Get meeting views
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
res = data_obj.read(cr, uid, result, ['res_id'])
id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet')
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet')
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_meet')
if id1:
id1 = data_obj.browse(cr, uid, id1, context=context).res_id
if id2:
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
if id3:
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
phonecall = phonecall_obj.browse(cr, uid, record_id, context=context)
context = {
'default_phonecall_id': phonecall.id,
'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
'default_email': phonecall.email_from ,
'default_name': phonecall.name
}
value = {
'name': _('Meetings'),
'domain' : "[('user_id','=',%s)]" % (uid),
'context': context,
'view_type': 'form',
'view_mode': 'calendar,form,tree',
'res_model': 'crm.meeting',
'view_id': False,
'views': [(id1, 'calendar'), (id2, 'form'), (id3, 'tree')],
'type': 'ir.actions.act_window',
'search_view_id': res['res_id']
}
return value
res = {}
phonecall_id = context and context.get('active_id', False) or False
if phonecall_id:
phonecall = self.pool.get('crm.phonecall').browse(cr, uid, phonecall_id, context)
res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
res['context'] = {
'default_phonecall_id': phonecall.id,
'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
'default_user_id': uid,
'default_email_from': phonecall.email_from,
'default_state': 'open',
'default_name': phonecall.name,
}
return res
crm_phonecall2meeting()
-63
View File
@@ -1,63 +0,0 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2010-Today OpenERP SA (<http://www.openerp.com>)
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>
#
##############################################################################
from osv import osv
from osv import fields
import tools
SUPPORTED_MODELS = ['crm.lead',]
class mail_compose_message(osv.osv_memory):
_inherit = 'mail.compose.message'
def get_value(self, cr, uid, model, res_id, context=None):
"""Returns a defaults-like dict with initial values for the composition
wizard when sending an email related to the document record identified
by ``model`` and ``res_id``.
Overrides the default implementation to provide more default field values
related to the corresponding CRM case.
:param str model: model name of the document record this mail is related to.
:param int res_id: id of the document record this mail is related to.
:param dict context: several context values will modify the behavior
of the wizard, cfr. the class description.
"""
result = super(mail_compose_message, self).get_value(cr, uid, model, res_id, context=context)
if model in SUPPORTED_MODELS and res_id:
model_obj = self.pool.get(model)
data = model_obj.browse(cr, uid , res_id, context)
user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
result.update({
'subject' : data.name or False,
'email_to' : data.email_from or False,
'email_from' : user.user_email or tools.config.get('email_from', False),
'body_text' : '\n' + tools.ustr(user.signature or ''),
'email_cc' : tools.ustr(data.email_cc or ''),
'model': model,
'res_id': res_id,
'subtype': 'plain',
})
if hasattr(data, 'section_id'):
result.update({'reply_to' : data.section_id and data.section_id.reply_to or False})
return result
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
+5 -5
View File
@@ -29,7 +29,7 @@
<field name="calendar_id" ref="basic_calendar_meetings0"/>
<field name="domain">[('user_id','=', dctx_user_id)]</field>
<field name="name">vevent</field>
<field name="object_id" ref="crm.model_crm_meeting"/>
<field name="object_id" ref="base_calendar.model_crm_meeting"/>
</record>
@@ -103,7 +103,7 @@
<record id="basic_calendar_fields_12" model="basic.calendar.fields">
<field name="name" ref="caldav.field_event_organizer"/>
<field name="type_id" ref="basic_calendar_lines_vevent0"/>
<field name="field_id" ref="crm.field_crm_meeting_organizer"/>
<field name="field_id" ref="base_calendar.field_crm_meeting_organizer"/>
<field name="fn">field</field>
</record>
<record id="basic_calendar_fields_13" model="basic.calendar.fields">
@@ -127,7 +127,7 @@
<record id="basic_calendar_fields_16" model="basic.calendar.fields">
<field name="name" ref="caldav.field_event_attendee"/>
<field name="type_id" ref="basic_calendar_lines_vevent0"/>
<field name="field_id" ref="crm.field_crm_meeting_attendee_ids"/>
<field name="field_id" ref="base_calendar.field_crm_meeting_attendee_ids"/>
<field name="fn">field</field>
</record>
<record id="basic_calendar_fields_17" model="basic.calendar.fields">
@@ -163,7 +163,7 @@
<record id="basic_calendar_fields_22" model="basic.calendar.fields">
<field name="name" ref="caldav.field_event_status"/>
<field name="type_id" ref="basic_calendar_lines_vevent0"/>
<field name="field_id" ref="crm.field_crm_meeting_state"/>
<field name="field_id" ref="base_calendar.field_crm_meeting_state"/>
<field name="mapping">{'tentative': 'draft', 'confirmed': 'open', 'cancelled': 'cancel'}</field>
<field name="fn">field</field>
</record>
@@ -176,7 +176,7 @@
<record id="basic_calendar_fields_24" model="basic.calendar.fields">
<field name="name" ref="caldav.field_event_dtstamp"/>
<field name="type_id" ref="basic_calendar_lines_vevent0"/>
<field name="field_id" ref="crm.field_crm_meeting_write_date"/>
<field name="field_id" ref="base_calendar.field_crm_meeting_write_date"/>
<field name="fn">datetime_utc</field>
</record>
<record id="basic_calendar_fields_25" model="basic.calendar.fields">
+1 -3
View File
@@ -22,14 +22,11 @@
from base_status.base_stage import base_stage
import binascii
from crm import crm
from crm import wizard
from osv import fields, osv
import time
import tools
from tools.translate import _
wizard.mail_compose_message.SUPPORTED_MODELS.append('crm.claim')
CRM_CLAIM_PENDING_STATES = (
crm.AVAILABLE_STATES[2][0], # Cancelled
crm.AVAILABLE_STATES[3][0], # Done
@@ -75,6 +72,7 @@ class crm_claim(base_stage, osv.osv):
_description = "Claim"
_order = "priority,date desc"
_inherit = ['mail.thread']
_mail_compose_message = True
_columns = {
'id': fields.integer('ID', readonly=True),
'name': fields.char('Claim Subject', size=128, required=True),
+1 -3
View File
@@ -21,12 +21,9 @@
from base_status.base_stage import base_stage
from crm import crm
from crm import wizard
from osv import fields, osv
from tools.translate import _
wizard.mail_compose_message.SUPPORTED_MODELS.append('crm.fundraising')
class crm_fundraising(base_stage, osv.osv):
""" Fund Raising Cases """
@@ -34,6 +31,7 @@ class crm_fundraising(base_stage, osv.osv):
_description = "Fund Raising"
_order = "id desc"
_inherit = ['mail.thread']
_mail_compose_message = True
_columns = {
'id': fields.integer('ID', readonly=True),
'name': fields.char('Name', size=128, required=True),
+1 -3
View File
@@ -21,7 +21,6 @@
from base_status.base_state import base_state
from crm import crm
from crm import wizard
from osv import fields, osv
import tools
from tools.translate import _
@@ -32,8 +31,6 @@ CRM_HELPDESK_STATES = (
crm.AVAILABLE_STATES[4][0], # Pending
)
wizard.mail_compose_message.SUPPORTED_MODELS.append('crm.helpdesk')
class crm_helpdesk(base_state, osv.osv):
""" Helpdesk Cases """
@@ -41,6 +38,7 @@ class crm_helpdesk(base_state, osv.osv):
_description = "Helpdesk"
_order = "id desc"
_inherit = ['mail.thread']
_mail_compose_message = True
_columns = {
'id': fields.integer('ID', readonly=True),
'name': fields.char('Name', size=128, required=True),
+1 -1
View File
@@ -50,7 +50,7 @@ Note that:
for example, you maybe will do it for the user 'admin'.
""",
'images': ['images/hr_allocation_requests.jpeg', 'images/hr_leave_requests.jpeg', 'images/leaves_analysis.jpeg'],
'depends': ['hr', 'crm', 'process', 'resource'],
'depends': ['hr', 'base_calendar', 'process', 'resource'],
'init_xml': [],
'update_xml': [
'security/ir.model.access.csv',
+14 -26
View File
@@ -74,7 +74,8 @@ class hr_holidays_status(osv.osv):
_columns = {
'name': fields.char('Leave Type', size=64, required=True, translate=True),
'categ_id': fields.many2one('crm.case.categ', 'Meeting', domain="[('object_id.model', '=', 'crm.meeting')]", help='If you set a meeting type, OpenERP will create a meeting in the calendar once a leave is validated.'),
'categ_id': fields.many2one('crm.meeting.type', 'Meeting Type',
help='Once a leave is validated, OpenERP will create a corresponding meeting of this type in the calendar.'),
'color_name': fields.selection([('red', 'Red'),('blue','Blue'), ('lightgreen', 'Light Green'), ('lightblue','Light Blue'), ('lightyellow', 'Light Yellow'), ('magenta', 'Magenta'),('lightcyan', 'Light Cyan'),('black', 'Black'),('lightpink', 'Light Pink'),('brown', 'Brown'),('violet', 'Violet'),('lightcoral', 'Light Coral'),('lightsalmon', 'Light Salmon'),('lavender', 'Lavender'),('wheat', 'Wheat'),('ivory', 'Ivory')],'Color in Report', required=True, help='This color will be used in the leaves summary located in Reporting\Leaves by Departement'),
'limit': fields.boolean('Allow to Override Limit', help='If you select this checkbox, the system allows the employees to take more leaves than the available ones for this type.'),
'active': fields.boolean('Active', help="If the active field is set to false, it will allow you to hide the leave type without removing it."),
@@ -128,7 +129,7 @@ class hr_holidays(osv.osv):
'notes': fields.text('Reasons',readonly=True, states={'draft':[('readonly',False)], 'confirm':[('readonly',False)]}),
'number_of_days_temp': fields.float('Number of Days', readonly=True, states={'draft':[('readonly',False)], 'confirm':[('readonly',False)]}),
'number_of_days': fields.function(_compute_number_of_days, string='Number of Days', store=True),
'case_id': fields.many2one('crm.meeting', 'Meeting'),
'meeting_id': fields.many2one('crm.meeting', 'Meeting'),
'type': fields.selection([('remove','Leave Request'),('add','Allocation Request')], 'Request Type', required=True, readonly=True, states={'draft':[('readonly',False)], 'confirm':[('readonly',False)]}, help="Choose 'Leave Request' if someone wants to take an off-day. \nChoose 'Allocation Request' if you want to increase the number of leaves available for someone", select=True),
'parent_id': fields.many2one('hr.holidays', 'Parent'),
'linked_request_ids': fields.one2many('hr.holidays', 'parent_id', 'Linked Requests',),
@@ -217,19 +218,12 @@ class hr_holidays(osv.osv):
}
return result
def onchange_sec_id(self, cr, uid, ids, status, context=None):
warning = {}
def onchange_status_id(self, cr, uid, ids, status_id, context=None):
double_validation = False
obj_holiday_status = self.pool.get('hr.holidays.status')
if status:
holiday_status = obj_holiday_status.browse(cr, uid, status, context=context)
if status_id:
holiday_status = self.pool.get('hr.holidays.status').browse(cr, uid, status_id, context=context)
double_validation = holiday_status.double_validation
if holiday_status.categ_id and holiday_status.categ_id.section_id and not holiday_status.categ_id.section_id.allow_unlink:
warning = {
'title': "Warning for ",
'message': "You won\'t be able to cancel this leave request because the CRM Sales Team of the leave type disallows."
}
return {'warning': warning, 'value': {'double_validation': double_validation}}
return {'value': {'double_validation': double_validation}}
def set_to_draft(self, cr, uid, ids, context=None):
self.write(cr, uid, ids, {
@@ -271,7 +265,7 @@ class hr_holidays(osv.osv):
holiday_ids.append(record.id)
if record.holiday_type == 'employee' and record.type == 'remove':
meeting_obj = self.pool.get('crm.meeting')
vals = {
meeting_vals = {
'name': record.name,
'categ_id': record.holiday_status_id.categ_id.id,
'duration': record.number_of_days_temp * 8,
@@ -280,11 +274,11 @@ class hr_holidays(osv.osv):
'date': record.date_from,
'end_date': record.date_to,
'date_deadline': record.date_to,
'leave_id': record.id,
'state': 'done', # to block that meeting date in the calendar
}
case_id = meeting_obj.create(cr, uid, vals)
meeting_id = meeting_obj.create(cr, uid, meeting_vals)
self._create_resource_leave(cr, uid, [record], context=context)
self.write(cr, uid, ids, {'case_id': case_id})
self.write(cr, uid, ids, {'meeting_id': meeting_id})
elif record.holiday_type == 'category':
emp_ids = obj_emp.search(cr, uid, [('category_ids', 'child_of', [record.category_id.id])])
leave_ids = []
@@ -330,11 +324,11 @@ class hr_holidays(osv.osv):
return True
def holidays_cancel(self, cr, uid, ids, context=None):
obj_crm_meeting = self.pool.get('crm.meeting')
meeting_obj = self.pool.get('crm.meeting')
for record in self.browse(cr, uid, ids):
# Delete the meeting
if record.case_id:
obj_crm_meeting.unlink(cr, uid, [record.case_id.id])
if record.meeting_id:
meeting_obj.unlink(cr, uid, [record.meeting_id.id])
# If a category that created several holidays, cancel all related
wf_service = netsvc.LocalService("workflow")
@@ -519,10 +513,4 @@ class hr_employee(osv.osv):
hr_employee()
class crm_meeting(osv.osv):
_inherit = 'crm.meeting'
_columns = {
'leave_id': fields.many2one('hr.holidays','Leave'),
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
+2 -2
View File
@@ -119,7 +119,7 @@
<field name="department_id" attrs="{'readonly':[('holiday_type','=','category')]}" groups="base.group_hr_user"/>
</group>
<group>
<field name="holiday_status_id" on_change="onchange_sec_id(holiday_status_id)" context="{'employee_id':employee_id}"/>
<field name="holiday_status_id" on_change="onchange_status_id(holiday_status_id)" context="{'employee_id':employee_id}"/>
<label for="number_of_days_temp" string="Duration"/>
<div>
<field name="date_from" on_change="onchange_date_from(date_to, date_from)" required="1" class="oe_inline"/> -
@@ -178,7 +178,7 @@
<field name="department_id" attrs="{'readonly':['|', ('holiday_type','=','category'), ('state','not in' ,('draft', 'confirm'))]}"/>
</group>
<group>
<field name="holiday_status_id" on_change="onchange_sec_id(holiday_status_id)" context="{'employee_id':employee_id}"/>
<field name="holiday_status_id" on_change="onchange_status_id(holiday_status_id)" context="{'employee_id':employee_id}"/>
<field name="number_of_days_temp"/>
</group>
</group>
+1 -2
View File
@@ -42,11 +42,10 @@ system to store and search in your CV base.
'decimal_precision',
'hr',
'survey',
'crm',
'base_calendar',
'fetchmail',
],
'update_xml': [
'wizard/hr_recruitment_phonecall_view.xml',
'wizard/hr_recruitment_employee_hired.xml',
'wizard/hr_recruitment_create_partner_job_view.xml',
'hr_recruitment_view.xml',
+17 -48
View File
@@ -24,15 +24,10 @@ import time
from datetime import datetime, timedelta
from osv import fields, osv
from crm import crm
import tools
import collections
import binascii
import tools
from tools.translate import _
from crm import wizard
wizard.mail_compose_message.SUPPORTED_MODELS.append('hr.applicant')
AVAILABLE_STATES = [
('draft', 'New'),
@@ -98,6 +93,7 @@ class hr_applicant(base_stage, osv.Model):
_description = "Applicant"
_order = "id desc"
_inherit = ['ir.needaction_mixin', 'mail.thread']
_mail_compose_message = True
def _get_default_department_id(self, cr, uid, context=None):
""" Gives default department by checking if present in the context """
@@ -239,7 +235,7 @@ class hr_applicant(base_stage, osv.Model):
'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c),
'department_id': lambda s, cr, uid, c: s._get_default_department_id(cr, uid, c),
'priority': lambda *a: '',
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.helpdesk', context=c),
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'hr.applicant', context=c),
'color': 0,
}
@@ -293,49 +289,22 @@ class hr_applicant(base_stage, osv.Model):
return False
def action_makeMeeting(self, cr, uid, ids, context=None):
""" This opens Meeting's calendar view to schedule meeting on current applicant
@return: Dictionary value for created Meeting view
"""
This opens Meeting's calendar view to schedule meeting on current Opportunity
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param ids: List of Opportunity to Meeting IDs
@param context: A standard dictionary for contextual values
@return: Dictionary value for created Meeting view
"""
data_obj = self.pool.get('ir.model.data')
if context is None:
context = {}
value = {}
for opp in self.browse(cr, uid, ids, context=context):
# Get meeting views
search_view = data_obj.get_object(cr, uid, 'crm', 'view_crm_case_meetings_filter', context)
calendar_view = data_obj.get_object(cr, uid, 'crm', 'crm_case_calendar_view_meet', context)
form_view = data_obj.get_object(cr, uid, 'crm', 'crm_case_form_view_meet', context)
tree_view = data_obj.get_object(cr, uid, 'crm', 'crm_case_tree_view_meet', context)
category = data_obj.get_object(cr, uid, 'hr_recruitment', 'categ_meet_interview', context)
context.update({
'default_applicant_id': opp.id,
'default_partner_id': opp.partner_id and opp.partner_id.id or False,
'default_email_from': opp.email_from,
'default_state': 'open',
'default_categ_id': category.id,
'default_name': opp.name,
})
value = {
'name': ('Meetings'),
'domain': "[('user_id','=',%s)]" % (uid),
'context': context,
'view_type': 'form',
'view_mode': 'calendar,form,tree',
'res_model': 'crm.meeting',
'view_id': False,
'views': [(calendar_view.id, 'calendar'), (form_view.id, 'form'), (tree_view.id, 'tree')],
'type': 'ir.actions.act_window',
'search_view_id': search_view.id,
'nodestroy': True,
}
return value
applicant = self.browse(cr, uid, ids[0], context)
category = self.pool.get('ir.model.data').get_object(cr, uid, 'hr_recruitment', 'categ_meet_interview', context)
res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
res['context'] = {
'default_applicant_id': applicant.id,
'default_partner_id': applicant.partner_id and applicant.partner_id.id or False,
'default_user_id': uid,
'default_email_from': applicant.email_from,
'default_state': 'open',
'default_name': applicant.name,
'default_categ_id': category.id,
}
return res
def action_print_survey(self, cr, uid, ids, context=None):
"""
@@ -5,11 +5,9 @@
-->
<data>
<!-- Case category (for interview meetings) -->
<record model="crm.case.categ" id="categ_meet_interview">
<!-- Meeting Types (for interview meetings) -->
<record model="crm.meeting.type" id="categ_meet_interview">
<field name="name">Interview</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.meeting')]" model="ir.model"/>
</record>
<!-- HR Recruitment Source -->
+2 -20
View File
@@ -16,18 +16,6 @@
view_mode="tree,form,calendar,graph"
view_type="form"/>
# ------------------------------------------------------
# Job Categories
# ------------------------------------------------------
<record id="hr_job_categ_action" model="ir.actions.act_window">
<field name="name">Applicant Categories</field>
<field name="res_model">crm.case.categ</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
<field name="domain">[('object_id.model', '=', 'hr.applicant')]</field>
<field name="context" eval="{'object_id': ref('model_hr_applicant')}"/>
</record>
# ------------------------------------------------------
# Stage
# ------------------------------------------------------
@@ -517,21 +505,15 @@
action="hr_recruitment_source_action"
sequence="10" groups="base.group_no_one"/>
<record model="ir.ui.view" id="crm_meeting_form_view">
<record model="ir.ui.view" id="view_crm_meeting_form">
<field name="name">CRM - Meetings Form</field>
<field name="model">crm.meeting</field>
<field name="type">form</field>
<field name="inherit_id" ref="crm.crm_case_form_view_meet"/>
<field name="inherit_id" ref="base_calendar.view_crm_meeting_form"/>
<field name="arch" type="xml">
<field name="partner_id" position="before">
<field name="applicant_id" attrs="{'invisible': [('categ_id','!=',%(hr_recruitment.categ_meet_interview)d)]}"/>
</field>
<field name="partner_id" position="attributes">
<attribute name="attrs">{'invisible': [('categ_id','=',%(hr_recruitment.categ_meet_interview)d)]}</attribute>
</field>
<field name="section_id" position="attributes">
<attribute name="attrs">{'invisible': [('categ_id','=',%(hr_recruitment.categ_meet_interview)d)]}</attribute>
</field>
</field>
</record>
@@ -6,7 +6,6 @@ access_hr_recruitment_degree,hr.recruitment.degree,model_hr_recruitment_degree,b
access_mail_message_user,mail.message.user,mail.model_mail_message,base.group_hr_user,1,1,1,1
access_res_partner_hr_user,res.partner.user,base.model_res_partner,base.group_hr_user,1,1,1,1
access_survey_hr_user,survey.hr.user,survey.model_survey,base.group_hr_user,1,1,1,0
access_crm_phonecall_hruser,crm.phonecall hruser,crm.model_crm_phonecall,base.group_hr_user,1,1,1,1
access_crm_meeting_hruser,crm.meeting.hruser,crm.model_crm_meeting,base.group_hr_user,1,1,1,1
access_crm_meeting_hruser,crm.meeting.hruser,base_calendar.model_crm_meeting,base.group_hr_user,1,1,1,1
access_hr_recruitment_source_hr_officer,hr.recruitment.source,model_hr_recruitment_source,base.group_hr_user,1,1,1,1
access_hr_recruitment_source_all,hr.recruitment.source,model_hr_recruitment_source,,1,0,0,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
6 access_mail_message_user mail.message.user mail.model_mail_message base.group_hr_user 1 1 1 1
7 access_res_partner_hr_user res.partner.user base.model_res_partner base.group_hr_user 1 1 1 1
8 access_survey_hr_user survey.hr.user survey.model_survey base.group_hr_user 1 1 1 0
9 access_crm_phonecall_hruser access_crm_meeting_hruser crm.phonecall hruser crm.meeting.hruser crm.model_crm_phonecall base_calendar.model_crm_meeting base.group_hr_user 1 1 1 1
access_crm_meeting_hruser crm.meeting.hruser crm.model_crm_meeting base.group_hr_user 1 1 1 1
10 access_hr_recruitment_source_hr_officer hr.recruitment.source model_hr_recruitment_source base.group_hr_user 1 1 1 1
11 access_hr_recruitment_source_all hr.recruitment.source model_hr_recruitment_source 1 0 0 0
@@ -50,13 +50,6 @@
-
!python {model: hr.applicant}: |
self.write(cr, uid, [ref('hr_case_programmer')], {'job_id':ref('hr.job_developer')})
-
I start communication with applicant, first schedule phonecall.
-
!python {model: hr.recruitment.job2phonecall}: |
context.update({'active_model': 'hr.applicant', 'active_id': ref("hr_case_programmer"), 'active_ids': [ref("hr_case_programmer")], 'survey_id': ref("survey_job_0")})
id = self.create(cr, uid, {}, context=context)
self.make_phonecall(cr, uid, [id], context=context)
-
I schedule meeting with applicant for interview.
-
-1
View File
@@ -20,7 +20,6 @@
##############################################################################
import hr_recruitment_phonecall
import hr_recruitment_create_partner_job
import hr_recruitment_employee_hired
@@ -1,126 +0,0 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
# $Id$
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import time
from osv import osv, fields
from tools.translate import _
class job2phonecall(osv.osv_memory):
_name = 'hr.recruitment.job2phonecall'
_description = 'Schedule Phone Call'
_columns = {
'user_id': fields.many2one('res.users', 'Assign To'),
'deadline': fields.datetime('Planned Date'),
'note': fields.text('Goals'),
'category_id': fields.many2one('crm.case.categ', 'Category', required=True),
}
def _date_user(self, cr, uid, context=None):
case_obj = self.pool.get('hr.applicant')
if context is None:
context = {}
case = case_obj.browse(cr, uid, context.get('active_id', False), context=context)
return case.user_id and case.user_id.id or False
def _date_category(self, cr, uid, context=None):
case_obj = self.pool.get('hr.applicant')
if context is None:
context = {}
case = case_obj.browse(cr, uid, context.get('active_id', False), context=context)
categ_id = self.pool.get('crm.case.categ').search(cr, uid, [('name','=','Outbound')], context=context)
return categ_id and categ_id[0] or case.categ_id and case.categ_id.id or False
def _get_note(self, cr, uid, context=None):
mail_message = self.pool.get('mail.message')
if context is None:
context = {}
if context.get('active_id'):
case = self.pool.get('hr.applicant').browse(cr, uid, context['active_id'], context=context)
if case.description:
return case.description
else:
msg_ids = mail_message.search(cr, uid, [('model', '=', 'hr.applicant'), ('res_id', '=', case.id), ('email_from', '!=', ''), ('email_to', '!=', '')], limit=1)
if msg_ids:
return mail_message.browse(cr, uid, msg_ids[0], context=context).body_text
return False
_defaults = {
'user_id': _date_user,
'category_id': _date_category,
'note': _get_note
}
def make_phonecall(self, cr, uid, ids, context=None):
mod_obj = self.pool.get('ir.model.data')
job_case_obj = self.pool.get('hr.applicant')
data_obj = self.pool.get('ir.model.data')
phonecall_case_obj = self.pool.get('crm.phonecall')
if context is None:
context = {}
form = self.browse(cr, uid, ids, context=context)[0]
result = mod_obj._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
res = mod_obj.read(cr, uid, result, ['res_id'], context=context)
# Select the view
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_tree_view')
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_form_view')
if id2:
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
if id3:
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
new_phonecall_id = []
for job in job_case_obj.browse(cr, uid, context.get('active_ids', []), context=context):
#TODO: Take other info from job
new_phonecall_id = phonecall_case_obj.create(cr, uid, {
'name': job.name,
'user_id': form.user_id.id,
'categ_id': form.category_id.id,
'description': form.note,
'date': form.deadline,
'description': job.description,
'partner_id': job.partner_id.id,
'partner_phone': job.partner_phone,
'partner_mobile': job.partner_mobile,
'description': job.description,
'date':job.date,
}, context=context)
new_phonecall = phonecall_case_obj.browse(cr, uid, new_phonecall_id, context=context)
vals = {}
job_case_obj.write(cr, uid, [job.id], vals, context=context)
# job_case_obj.case_cancel(cr, uid, [job.id])
phonecall_case_obj.case_open(cr, uid, [new_phonecall_id])
return {
'name': _('Phone Call'),
'view_type': 'form',
'view_mode': 'tree,form',
'res_model': 'crm.phonecall',
'res_id': new_phonecall_id,
'views': [(id3,'form'), (id2,'tree'), (False,'calendar'), (False,'graph')],
'type': 'ir.actions.act_window',
'search_view_id': res['res_id']
}
job2phonecall()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
@@ -1,40 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<record id="view_hr_recruitment_phonecall" model="ir.ui.view">
<field name="name">hr.recruitment.job2phonecall.form</field>
<field name="model">hr.recruitment.job2phonecall</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Schedule Phone Call" version="7.0">
<header>
<button name="make_phonecall" string="Schedule Phone Call" type="object" class="oe_highlight"/>
or
<button string="Cancel" class="oe_link" special="cancel" />
</header>
<group col="4" colspan="6">
<separator string="Phone Call Description" colspan="4" />
<newline />
<field name='user_id' />
<field name='deadline' />
<newline />
<field name='note' colspan="4"/>
<newline />
<field name='category_id' domain="[('object_id.model', '=', 'crm.phonecall')]"/>
</group>
</form>
</field>
</record>
<record id="action_hr_recruitment_phonecall" model="ir.actions.act_window">
<field name="name">Schedule Phone Call</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">hr.recruitment.job2phonecall</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
</data>
</openerp>
+1 -1
View File
@@ -26,7 +26,7 @@
'description': """The module adds google contact in partner address and add google calendar events details in Meeting""",
'author': 'OpenERP SA',
'website': 'http://www.openerp.com',
'depends': ['base', 'import_base', 'google_base_account','crm'],
'depends': ['base', 'import_base', 'google_base_account', 'base_calendar'],
'init_xml': [],
'update_xml': ['security/ir.model.access.csv',
'sync_google_calendar_view.xml',
+4 -4
View File
@@ -21,11 +21,11 @@
from osv import fields,osv
class crm_case_categ(osv.osv):
""" Category of Case """
_inherit = "crm.case.categ"
class crm_meeting_type(osv.osv):
""" Meeting Types """
_inherit = "crm.meeting.type"
_columns = {
'user_id': fields.many2one('res.users', 'User')
}
crm_case_categ()
# vim:expandtab:smartindent:toabstop=4:softtabstop=4:shiftwidth=4:
@@ -1,30 +1,14 @@
<?xml version="1.0"?>
<openerp>
<data>
<record model="ir.ui.view" id="crm_case_form_view_meet_inherit">
<record model="ir.ui.view" id="view_crm_meeting_form">
<field name="name">CRM - Meetings Form (Inherited)</field>
<field name="model">crm.meeting</field>
<field name="type">form</field>
<field name="inherit_id" ref="crm.crm_case_form_view_meet"/>
<field name="inherit_id" ref="base_calendar.view_crm_meeting_form"/>
<field name="arch" type="xml">
<field name="categ_id" position="replace">
<field name="categ_id" widget="selection"
string="Meeting Type"
domain="[('object_id.model', '=', 'crm.meeting'),('user_id','in',[uid, False])]" />
</field>
</field>
</record>
<record model="ir.ui.view" id="crm_case_tree_view_meet_inherit">
<field name="name">CRM - Meetings Tree (Inherited)</field>
<field name="model">crm.meeting</field>
<field name="type">tree</field>
<field name="inherit_id" ref="crm.crm_case_tree_view_meet"/>
<field name="arch" type="xml">
<field name="categ_id" position="replace">
<field name="categ_id" widget="selection"
string="Meeting Type"
domain="[('object_id.model', '=', 'crm.meeting'),('user_id','in',[uid, False])]" />
<field name="categ_id" widget="selection" domain="[('user_id', 'in', [uid, False])]"/>
</field>
</field>
</record>
+4 -4
View File
@@ -235,10 +235,10 @@ class google_import(import_framework):
def get_event_category(self, val, name):
fields = ['name', 'object_id']
nameid = 'event_category_'+name
data = [name, 'crm.meeting']
return self.import_object(fields, data, 'crm.case.categ', "crm_case_categ", nameid, [('name', 'ilike', name)])
nameid = 'event_category_' + name
fields = ['name']
data = [name]
return self.import_object(fields, data, 'crm.meeting.type', "crm_meeting_type", nameid, [('name', 'ilike', name)])
def get_rec(self, val):
if val.get("recurrency"):
@@ -292,4 +292,43 @@ class mail_compose_message(osv.osv_memory):
return tools.ustr(result)
return template and EXPRESSION_PATTERN.sub(merge, template)
class mail_compose_message_extended(osv.osv_memory):
""" Extension of 'mail.compose.message' to support default field values related
to CRM-like models that follow the following conventions:
1. The model object must have an attribute '_mail_compose_message' equal to True.
2. The model should define the following fields:
- 'name' as subject of the message (required);
- 'email_from' as destination email address (required);
- 'email_cc' as cc email addresses (required);
- 'section_id.reply_to' as reply-to address (optional).
"""
_inherit = 'mail.compose.message'
def get_value(self, cr, uid, model, res_id, context=None):
"""Overrides the default implementation to provide more default field values
related to the corresponding CRM case.
"""
result = super(mail_compose_message_extended, self).get_value(cr, uid, model, res_id, context=context)
model_obj = self.pool.get(model)
if getattr(model_obj, '_mail_compose_message', False) and res_id:
data = model_obj.browse(cr, uid , res_id, context)
user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
result.update({
'model': model,
'res_id': res_id,
'email_from': user.user_email or tools.config.get('email_from', False),
'email_to': data.email_from or False,
'email_cc': tools.ustr(data.email_cc or ''),
'subject': data.name or False,
'body_text': '\n' + tools.ustr(user.signature or ''),
'subtype': 'plain',
})
if hasattr(data, 'section_id'):
result['reply_to'] = data.section_id and data.section_id.reply_to or False
return result
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
+1 -3
View File
@@ -27,9 +27,6 @@ from tools.translate import _
import binascii
import time
import tools
from crm import wizard
wizard.mail_compose_message.SUPPORTED_MODELS.append('project.issue')
class project_issue_version(osv.osv):
_name = "project.issue.version"
@@ -50,6 +47,7 @@ class project_issue(base_stage, osv.osv):
_description = "Project Issue"
_order = "priority, create_date desc"
_inherit = ['ir.needaction_mixin', 'mail.thread']
_mail_compose_message = True
def _get_default_project_id(self, cr, uid, context=None):
""" Gives default project by checking if present in the context """