[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:
@@ -33,6 +33,7 @@ import crm_installer
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import report
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import wizard
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import res_partner
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@@ -96,7 +96,9 @@ between mails and Open ERP.""",
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'report/crm_phonecall_report_view.xml',
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'process/crm_configuration_process.xml',
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'crm_installer_view.xml'
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'crm_installer_view.xml',
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'res_partner_view.xml'
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],
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'demo_xml': [
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'crm_demo.xml',
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@@ -175,16 +175,4 @@ class res_users(osv.osv):
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res_users()
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class res_partner(osv.osv):
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""" Inherits partner and adds meetings information in the partner form """
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_inherit = 'res.partner'
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_columns = {
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'meeting_ids': fields.one2many('crm.meeting', 'partner_id',\
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'Meetings'),
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}
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res_partner()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@@ -324,21 +324,5 @@
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</field>
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</record>
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<!-- Partners inherited form -->
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<record id="view_meeting_partner_info_form" model="ir.ui.view">
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<field name="name">res.partner.meeting.info.inherit</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<notebook position="inside">
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<page string="CRM Info">
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<field name="meeting_ids" colspan="4" nolabel="1" />
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</page>
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</notebook>
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</field>
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</record>
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</data>
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</openerp>
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@@ -163,16 +163,4 @@ class crm_opportunity(osv.osv):
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crm_opportunity()
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class res_partner(osv.osv):
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""" Inherits partner and adds Opportunities information in the partner form """
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_inherit = 'res.partner'
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_columns = {
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'opportunity_ids': fields.one2many('crm.lead', 'partner_id',\
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'Opportunities', domain=[('type', '=', 'opportunity')]),
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}
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res_partner()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@@ -328,59 +328,5 @@
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</field>
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</record>
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<!-- Partners inherited form -->
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<record id="view_opp_partner_info_form" model="ir.ui.view">
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<field name="name">res.partner.opportunity.info.inherit</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<field name="phonecall_ids" position="after">
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<field name="opportunity_ids" colspan="4" nolabel="1" domain="[('type', '=', 'opportunity')]">
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<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
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<field name="create_date"/>
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<field name="partner_name"/>
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<field name="name"/>
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<field name="email_from"/>
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<field name="phone"/>
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<field name="categ_id" invisible="1"/>
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<field name="type_id" invisible="1"/>
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<field name="referred" invisible="1"/>
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<field name="stage_id"/>
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<button name="stage_previous" string="Previous"
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states="open,pending" type="object" icon="gtk-go-back" />
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<button name="stage_next" string="Next"
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states="open,pending" type="object"
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icon="gtk-go-forward" />
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<field name="section_id"
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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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<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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<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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<button string="Convert to Opportunity"
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name="convert_opportunity"
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states="draft,open,pending" icon="gtk-index"
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type="object" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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icon="gtk-go-up" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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</tree>
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</field>
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</field>
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</field>
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</record>
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</data>
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</openerp>
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@@ -178,15 +178,5 @@ class crm_phonecall(osv.osv, crm_case):
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crm_phonecall()
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class res_partner(osv.osv):
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""" Inherits partner and adds Phonecalls information in the partner form """
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_inherit = 'res.partner'
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_columns = {
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'phonecall_ids': fields.one2many('crm.phonecall', 'partner_id', 'Phonecalls'),
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}
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res_partner()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@@ -289,19 +289,5 @@
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</field>
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</record>
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<!-- Partners inherited form -->
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<record id="view_phonecall_partner_info_form" model="ir.ui.view">
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<field name="name">res.partner.phonecall.info.inherit</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<field name="meeting_ids" position="after">
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<field name="phonecall_ids" colspan="4" nolabel="1" />
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</field>
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</field>
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</record>
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</data>
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</openerp>
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@@ -0,0 +1,39 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from osv import fields,osv
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class res_partner(osv.osv):
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""" Inherits partner and adds CRM information in the partner form """
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_inherit = 'res.partner'
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_columns = {
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'opportunity_ids': fields.one2many('crm.lead', 'partner_id',\
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'Opportunities', domain=[('type', '=', 'opportunity')]),
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'meeting_ids': fields.one2many('crm.meeting', 'partner_id',\
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'Meetings'),
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'phonecall_ids': fields.one2many('crm.phonecall', 'partner_id', 'Phonecalls'),
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}
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res_partner()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@@ -0,0 +1,63 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- Partners inherited form -->
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<record id="view_crm_partner_info_form" model="ir.ui.view">
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<field name="name">res.partner.crm.info.inherit</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<notebook position="inside">
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<page string="CRM">
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<field name="meeting_ids" colspan="4" nolabel="1" />
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<field name="phonecall_ids" colspan="4" nolabel="1" />
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<field name="opportunity_ids" colspan="4" nolabel="1" domain="[('type', '=', 'opportunity')]">
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<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
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<field name="create_date"/>
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<field name="partner_name"/>
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<field name="name"/>
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<field name="email_from"/>
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<field name="phone"/>
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<field name="categ_id" invisible="1"/>
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<field name="type_id" invisible="1"/>
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<field name="referred" invisible="1"/>
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<field name="stage_id"/>
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<button name="stage_previous" string="Previous"
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states="open,pending" type="object" icon="gtk-go-back" />
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<button name="stage_next" string="Next"
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states="open,pending" type="object"
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icon="gtk-go-forward" />
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<field name="section_id"
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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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<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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<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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<button string="Convert to Opportunity"
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name="convert_opportunity"
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states="draft,open,pending" icon="gtk-index"
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type="object" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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icon="gtk-go-up" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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</tree>
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</field>
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</page>
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</notebook>
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</field>
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</record>
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</data>
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</openerp>
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