[IMP]: crm: Improvement for putting crm information in partner, made separate file for partner info

bzr revid: rpa@tinyerp.com-20100525122358-z1e5qeb2c7glcdwd
This commit is contained in:
rpa (Open ERP)
2010-05-25 17:53:58 +05:30
parent 7a5cc7c838
commit 8cd3caab57
10 changed files with 106 additions and 119 deletions
+1
View File
@@ -33,6 +33,7 @@ import crm_installer
import report
import wizard
import res_partner
+3 -1
View File
@@ -96,7 +96,9 @@ between mails and Open ERP.""",
'report/crm_phonecall_report_view.xml',
'process/crm_configuration_process.xml',
'crm_installer_view.xml'
'crm_installer_view.xml',
'res_partner_view.xml'
],
'demo_xml': [
'crm_demo.xml',
-12
View File
@@ -175,16 +175,4 @@ class res_users(osv.osv):
res_users()
class res_partner(osv.osv):
""" Inherits partner and adds meetings information in the partner form """
_inherit = 'res.partner'
_columns = {
'meeting_ids': fields.one2many('crm.meeting', 'partner_id',\
'Meetings'),
}
res_partner()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
-16
View File
@@ -324,21 +324,5 @@
</field>
</record>
<!-- Partners inherited form -->
<record id="view_meeting_partner_info_form" model="ir.ui.view">
<field name="name">res.partner.meeting.info.inherit</field>
<field name="model">res.partner</field>
<field name="type">form</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<notebook position="inside">
<page string="CRM Info">
<field name="meeting_ids" colspan="4" nolabel="1" />
</page>
</notebook>
</field>
</record>
</data>
</openerp>
-12
View File
@@ -163,16 +163,4 @@ class crm_opportunity(osv.osv):
crm_opportunity()
class res_partner(osv.osv):
""" Inherits partner and adds Opportunities information in the partner form """
_inherit = 'res.partner'
_columns = {
'opportunity_ids': fields.one2many('crm.lead', 'partner_id',\
'Opportunities', domain=[('type', '=', 'opportunity')]),
}
res_partner()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
-54
View File
@@ -328,59 +328,5 @@
</field>
</record>
<!-- Partners inherited form -->
<record id="view_opp_partner_info_form" model="ir.ui.view">
<field name="name">res.partner.opportunity.info.inherit</field>
<field name="model">res.partner</field>
<field name="type">form</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<field name="phonecall_ids" position="after">
<field name="opportunity_ids" colspan="4" nolabel="1" domain="[('type', '=', 'opportunity')]">
<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
<field name="create_date"/>
<field name="partner_name"/>
<field name="name"/>
<field name="email_from"/>
<field name="phone"/>
<field name="categ_id" invisible="1"/>
<field name="type_id" invisible="1"/>
<field name="referred" invisible="1"/>
<field name="stage_id"/>
<button name="stage_previous" string="Previous"
states="open,pending" type="object" icon="gtk-go-back" />
<button name="stage_next" string="Next"
states="open,pending" type="object"
icon="gtk-go-forward" />
<field name="section_id"
invisible="context.get('invisible_section', True)" />
<field name="user_id" />
<field name="state" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_close" string="Close"
states="open,draft,pending" type="object"
icon="gtk-close" />
<button string="Convert to Opportunity"
name="convert_opportunity"
states="draft,open,pending" icon="gtk-index"
type="object" />
<button name="case_escalate" string="Escalate"
states="open,draft,pending" type="object"
icon="gtk-go-up" />
<button name="case_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
</tree>
</field>
</field>
</field>
</record>
</data>
</openerp>
-10
View File
@@ -178,15 +178,5 @@ class crm_phonecall(osv.osv, crm_case):
crm_phonecall()
class res_partner(osv.osv):
""" Inherits partner and adds Phonecalls information in the partner form """
_inherit = 'res.partner'
_columns = {
'phonecall_ids': fields.one2many('crm.phonecall', 'partner_id', 'Phonecalls'),
}
res_partner()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
-14
View File
@@ -289,19 +289,5 @@
</field>
</record>
<!-- Partners inherited form -->
<record id="view_phonecall_partner_info_form" model="ir.ui.view">
<field name="name">res.partner.phonecall.info.inherit</field>
<field name="model">res.partner</field>
<field name="type">form</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<field name="meeting_ids" position="after">
<field name="phonecall_ids" colspan="4" nolabel="1" />
</field>
</field>
</record>
</data>
</openerp>
+39
View File
@@ -0,0 +1,39 @@
# -*- 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/>.
#
##############################################################################
from osv import fields,osv
class res_partner(osv.osv):
""" Inherits partner and adds CRM information in the partner form """
_inherit = 'res.partner'
_columns = {
'opportunity_ids': fields.one2many('crm.lead', 'partner_id',\
'Opportunities', domain=[('type', '=', 'opportunity')]),
'meeting_ids': fields.one2many('crm.meeting', 'partner_id',\
'Meetings'),
'phonecall_ids': fields.one2many('crm.phonecall', 'partner_id', 'Phonecalls'),
}
res_partner()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
+63
View File
@@ -0,0 +1,63 @@
<?xml version="1.0"?>
<openerp>
<data>
<!-- Partners inherited form -->
<record id="view_crm_partner_info_form" model="ir.ui.view">
<field name="name">res.partner.crm.info.inherit</field>
<field name="model">res.partner</field>
<field name="type">form</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<notebook position="inside">
<page string="CRM">
<field name="meeting_ids" colspan="4" nolabel="1" />
<field name="phonecall_ids" colspan="4" nolabel="1" />
<field name="opportunity_ids" colspan="4" nolabel="1" domain="[('type', '=', 'opportunity')]">
<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
<field name="create_date"/>
<field name="partner_name"/>
<field name="name"/>
<field name="email_from"/>
<field name="phone"/>
<field name="categ_id" invisible="1"/>
<field name="type_id" invisible="1"/>
<field name="referred" invisible="1"/>
<field name="stage_id"/>
<button name="stage_previous" string="Previous"
states="open,pending" type="object" icon="gtk-go-back" />
<button name="stage_next" string="Next"
states="open,pending" type="object"
icon="gtk-go-forward" />
<field name="section_id"
invisible="context.get('invisible_section', True)" />
<field name="user_id" />
<field name="state" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_close" string="Close"
states="open,draft,pending" type="object"
icon="gtk-close" />
<button string="Convert to Opportunity"
name="convert_opportunity"
states="draft,open,pending" icon="gtk-index"
type="object" />
<button name="case_escalate" string="Escalate"
states="open,draft,pending" type="object"
icon="gtk-go-up" />
<button name="case_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
</tree>
</field>
</page>
</notebook>
</field>
</record>
</data>
</openerp>