[IMP]crm: Improve state field as function field according to stage changes and added a group technical feature in state field
bzr revid: mma@tinyerp.com-20120419060131-ojhyh5og0p4cplyz
This commit is contained in:
Mayur Maheshwari (OpenERP)
+1
-5
@@ -71,11 +71,7 @@ class crm_case_stage(osv.osv):
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'on_change': fields.boolean('Change Probability Automatically', help="Setting this stage will change the probability automatically on the opportunity."),
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'requirements': fields.text('Requirements'),
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'section_ids':fields.many2many('crm.case.section', 'section_stage_rel', 'stage_id', 'section_id', 'Sections'),
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'state': fields.selection(AVAILABLE_STATES, 'State', size=16,
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help='The state is set to \'Draft\', when a case is created.\
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\nIf the case is in progress the state is set to \'Open\'.\
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\nWhen the case is over, the state is set to \'Done\'.\
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\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
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'state': fields.selection(AVAILABLE_STATES, 'State', size=16, help="This state is related to stage"),
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'case_default': fields.boolean('Common to All Teams', help="If you check this field, this stage will be proposed by default on each sales team. It will not assign this stage to existing teams."),
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}
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+34
-2
@@ -138,6 +138,31 @@ class crm_lead(crm_case, osv.osv):
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break
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return res
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def _get_state(self, cr, uid, ids, name, arg, context=None):
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res = {}
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for lead in self.browse(cr, uid, ids, context=context):
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if lead.stage_id:
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res[lead.id] = lead.stage_id.state
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return res
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def _get_stage(self, cr, uid, ids, context=None):
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crm_lead_obj = self.pool.get('crm.lead')
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result = {}
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for stage in self.browse(cr, uid, ids, context=context):
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if stage.state:
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crm_lead_ids = crm_lead_obj.search(cr, uid, [('state', '=', stage.state)], context=context)
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for lead in crm_lead_obj.browse(cr, uid, crm_lead_ids, context=context):
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result[lead.id] = True
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return result.keys()
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def _save_state(self, cr, uid, crm_lead_id, field_name, field_value, arg, context=None):
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crm_case_obj = self.pool.get('crm.case.stage')
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stage_ids = crm_case_obj.search(cr, uid, [('state', '=', field_value)], order='sequence', context=context)
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if stage_ids:
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return cr.execute("""update crm_lead set state=%s, stage_id=%s where id=%s""", (field_value, stage_ids[0], crm_lead_id))
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else:
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return cr.execute("""update crm_lead set state=%s where id=%s""", (field_value, crm_lead_id))
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_columns = {
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'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null',
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select=True, help="Optional linked partner, usually after conversion of the lead"),
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@@ -175,7 +200,14 @@ class crm_lead(crm_case, osv.osv):
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multi='day_open', type="float", store=True),
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'day_close': fields.function(_compute_day, string='Days to Close', \
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multi='day_close', type="float", store=True),
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'state': fields.related('stage_id','state', type='char', selection=crm.AVAILABLE_STATES, string="State", store=True, readonly=True),
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'state': fields.function(_get_state, fnct_inv=_save_state, type='selection', selection=crm.AVAILABLE_STATES, string="State", readonly=True,
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store = {
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'crm.lead': (lambda self, cr, uid, ids, c={}: ids, ['stage_id'], 10),
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'crm.case.stage': (_get_stage, ['state'], 10)
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}, help='The state is set to \'Draft\', when a case is created.\
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\nIf the case is in progress the state is set to \'Open\'.\
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\nWhen the case is over, the state is set to \'Done\'.\
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\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
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'message_ids': fields.one2many('mail.message', 'res_id', 'Messages', domain=[('model','=',_name)]),
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'subjects': fields.function(_get_email_subject, fnct_search=_history_search, string='Subject of Email', type='char', size=64),
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@@ -202,7 +234,7 @@ class crm_lead(crm_case, osv.osv):
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'active': lambda *a: 1,
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'user_id': crm_case._get_default_user,
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'email_from': crm_case._get_default_email,
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'state': lambda *a: 'draft',
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'state': 'draft',
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'type': lambda *a: 'lead',
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'section_id': crm_case._get_section,
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'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
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@@ -53,14 +53,14 @@
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<field name="arch" type="xml">
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<form string="Leads Form" layout="manual">
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<div class="oe_form_topbar">
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel" />
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<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
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<button name="case_mark_lost" string="Close" states="open,pending" type="object" icon="gtk-close" />
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<button name="case_pending" string="Pending" states="open" type="object" icon="gtk-media-pause" />
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel" groups="base.group_no_one"/>
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<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" groups="base.group_no_one"/>
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<button name="case_mark_lost" string="Close" states="open,pending" type="object" icon="gtk-close" groups="base.group_no_one"/>
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<button name="case_pending" string="Pending" states="open" type="object" icon="gtk-media-pause" groups="base.group_no_one"/>
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<button name="case_escalate" string="Escalate" states="open,pending" type="object" groups="base.group_extended" icon="gtk-go-up" />
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" groups="base.group_no_one"/>
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<div class="oe_right">
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<field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
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<field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}' groups="base.group_no_one"/>
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</div>
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</div>
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<sheet layout="auto">
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@@ -192,13 +192,13 @@
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icon="gtk-go-forward" />
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<field name="section_id" invisible="context.get('invisible_section', True)" />
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<field name="user_id" />
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<field name="state" />
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<field name="state" groups="base.group_no_one"/>
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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icon="gtk-go-forward" groups="base.group_no_one"/>
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<button name="case_close" string="Close"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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icon="gtk-close" groups="base.group_no_one"/>
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<button name="%(crm.action_crm_lead2opportunity_partner)d"
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string="Convert to Opportunity"
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states="draft,open,pending" icon="gtk-index"
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@@ -233,7 +233,7 @@
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<field name="type">kanban</field>
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<field name="arch" type="xml">
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<kanban default_group_by="stage_id">
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<field name="state"/>
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<field name="state" groups="base.group_no_one"/>
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<field name="color"/>
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<field name="priority"/>
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<field name="planned_revenue" sum="Expected Revenues"/>
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@@ -300,10 +300,10 @@
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<a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
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</div>
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<div class="oe_kanban_right">
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<a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
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<a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
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<a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
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<a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
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<a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" groups="base.group_no_one"/>
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<a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" groups="base.group_no_one"/>
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<a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" groups="base.group_no_one"/>
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<a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" groups="base.group_no_one"/>
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</div>
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<br class="oe_kanban_clear"/>
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</div>
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@@ -143,6 +143,7 @@
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<field name="sequence"/>
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<field name="name"/>
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<field name="probability"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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