pengyuthon/odoo_source
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[REM]: crm: Removed crm phonecall stuff from crm (Made new module for it)

Browse Source 
bzr revid: rpa@tinyerp.com-20100427133651-16vjlrpvpxdu9ki2
This commit is contained in:
rpa (Open ERP)
2010-04-27 19:06:51 +05:30
parent 1b45baba94
commit 95d5b9f154
17 changed files with 0 additions and 1610 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/crm_phonecall.py
-121
View File
@@ -1,121 +0,0 @@
# -*- 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
from tools.translate import _
import crm
import time
class crm_phonecall(osv.osv):
""" Phonecall Cases """
_name = "crm.phonecall"
_description = "Phonecall Cases"
_order = "id desc"
_inherit = 'crm.case'
_columns = {
'duration': fields.float('Duration'),
'categ_id': fields.many2one('crm.case.categ', 'Category', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.phonecall')]"),
'partner_phone': fields.char('Phone', size=32),
'partner_contact': fields.related('partner_address_id', 'name',\
type="char", string="Contact", size=128),
'partner_mobile': fields.char('Mobile', size=32),
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
'canal_id': fields.many2one('res.partner.canal', 'Channel',\
help="The channels represent the different communication\
modes available with the customer." \
" With each commercial opportunity, you can indicate\
the canall which is this opportunity source."),
'date_closed': fields.datetime('Closed', readonly=True),
'date': fields.datetime('Date'),
'opportunity_id': fields.many2one ('crm.opportunity', 'Opportunity'),
}
_defaults = {
'date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
}
def action_make_meeting(self, cr, uid, ids, context=None):
"""
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 = {}
for phonecall in self.browse(cr, uid, ids):
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
def onchange_partner_address_id(self, cr, uid, ids, add, email=False):
res = super(crm_phonecall, self).onchange_partner_address_id(cr, uid, ids, add, email)
res.setdefault('value', {})
if add:
address = self.pool.get('res.partner.address').browse(cr, uid, add)
res['value']['partner_phone'] = address.mobile
res['value']['partner_mobile'] = address.phone
return res
crm_phonecall()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/crm_phonecall_data.xml
-40
View File
@@ -1,40 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
->
<!--
Phonecall Categories
-->
<record model="crm.case.categ" id="categ_phone1">
<field name="name">Inbound</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_phone2">
<field name="name">Outbound</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>
<!--
Case Stage
-->
<record model="crm.case.stage" id="stage_phone1">
<field name="name">Planned</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_phone2">
<field name="name">Held</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>
<record model="crm.case.stage" id="stage_phone3">
<field name="name">Not Held</field>
<field name="section_id" ref="section_sales_department"/>
<field name="object_id" search="[('model','=','crm.phonecall')]" model="ir.model"/>
</record>
</data>
</openerp>
addons/crm/crm_phonecall_demo.xml
-99
View File
@@ -1,99 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!--
((((((((((( Demo Cases )))))))))))
-->
<record id="crm_case_phone01" model="crm.phonecall">
<field name="partner_address_id" ref="base.res_partner_address_15"/>
<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Left the message&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(726) 782-0636&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field name="stage_id" ref="crm.stage_phone1"/>
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
</record>
<record id="crm_case_phone02" model="crm.phonecall">
<field name="partner_address_id" ref="base.res_partner_address_6"/>
<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field eval="&quot;4&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Get More information on the proposed deal&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(392) 895-7917&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field name="stage_id" ref="crm.stage_phone2"/>
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
</record>
<record id="crm_case_phone03" model="crm.phonecall">
<field name="partner_address_id" ref="base.res_partner_address_2"/>
<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Bad time, will call back&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(820) 167-3208&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone1"/>
<field name="stage_id" ref="crm.stage_phone3"/>
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
</record>
<record id="crm_case_phone04" model="crm.phonecall">
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
<field name="partner_id" ref="base.res_partner_tinyatwork"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Discuss Review Process&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(077) 582-4035&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field name="stage_id" ref="crm.stage_phone1"/>
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
</record>
<record id="crm_case_phone05" model="crm.phonecall">
<field name="partner_address_id" ref="base.res_partner_address_10"/>
<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;More information on the proposed deal&quot;" name="name"/>
<field eval="&quot;pending&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(333) 715-1450&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field name="stage_id" ref="crm.stage_phone2"/>
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
</record>
<record id="crm_case_phone06" model="crm.phonecall">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Bad time&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;(468) 017-2684&quot;" name="partner_mobile"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm.categ_phone2"/>
<field name="stage_id" ref="crm.stage_phone3"/>
<field eval="&quot;(373) 907-1009&quot;" name="partner_phone"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>
</data>
</openerp>
addons/crm/crm_phonecall_menu.xml
-124
View File
@@ -1,124 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<act_window
id="crm_case_categ_phone_create_partner"
name="Schedule Phone Call"
res_model="crm.phonecall"
src_model="res.partner"
view_mode="calendar,tree,form"
context="{'default_partner_id': active_id, 'default_duration': 1.0}"
domain="[('partner_id', '=', active_id)]"
/>
<!-- PHONE CALLS (menu) -->
<record model="ir.actions.act_window" id="crm_case_categ_phone0">
<field name="name">Phone Calls</field>
<field name="res_model">crm.phonecall</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone0"/>
</record>
<menuitem name="Phone Calls" id="menu_crm_case_phone"
groups="base.group_extended"
parent="base.menu_base_partner" sequence="5" />
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming0">
<field name="name">Inbound</field>
<field name="res_model">crm.phonecall</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/>
<field name="context">{'set_editable':True,'default_state':'open'}</field>
<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
</record>
<menuitem name="Inbound" id="menu_crm_case_phone_inbound"
parent="crm.menu_crm_case_phone"
action="crm_case_categ_phone_incoming0" />
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
<field name="name">Outbound</field>
<field name="res_model">crm.phonecall</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'categ_id\',\'=\','+str(ref('categ_phone2'))+')]'"/>
<field name="context">{'default_state':'open'}</field>
<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
<menuitem name="Outbound" id="menu_crm_case_phone_outbound"
parent="crm.menu_crm_case_phone"
action="crm_case_categ_phone_outgoing0" />
</data>
</openerp>
addons/crm/crm_phonecall_view.xml
-208
View File
@@ -1,208 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data>
<!-- Phonecall Categories Form View -->
<record id="crm_phonecall_categ_action" model="ir.actions.act_window">
<field name="name">Phonecall 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.phonecall')]</field>
<field name="context">{'object_id':'crm.phonecall'}</field>
</record>
<menuitem action="crm_phonecall_categ_action"
id="menu_crm_case_phonecall-act" parent="crm.menu_crm_case_categ" />
<!-- ResourceType Form View -->
<record id="crm_phonecall_resource_act" model="ir.actions.act_window">
<field name="name">Phonecall Resource Type</field>
<field name="res_model">crm.case.resource.type</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
<field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
<field name="context">{'object_id':'crm.phonecall'}</field>
</record>
<menuitem action="crm_phonecall_resource_act"
id="menu_crm_phonecall_resource_act"
parent="crm.menu_crm_case_resource_type" />
<!-- PhoneCalls Tree View -->
<record model="ir.ui.view" id="crm_case_phone_tree_view">
<field name="name">CRM - Phone Calls Tree</field>
<field name="model">crm.phonecall</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Phone Calls" colors="grey:state in ('cancel','done');blue:state in ('pending',)">
<field name="date" string="Date"/>
<field name="name" string="Call Summary"/>
<field name="partner_id" string="Partner"/>
<field name="partner_contact"/>
<field name="partner_phone"/>
<field name="user_id"/>
<button string="Opportunity"
name="%(phonecall2opportunity_act)d"
states="draft,open,pending"
type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
<button string="Meeting"
states="draft,open,pending"
name="action_make_meeting" type="action" />
<field name="state"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
</tree>
</field>
</record>
<!-- Phonecalls Form View -->
<record model="ir.ui.view" id="crm_case_phone_form_view">
<field name="name">CRM - Phone Call Form</field>
<field name="model">crm.phonecall</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Phone Call">
<group colspan="4" col="7">
<field name="name" string="Call Summary"/>
<field name="date" string="Planned Date"/>
<field name="user_id"/>
<button string="Schedule a Meeting"
name="action_make_meeting"
icon="gtk-redo"
type="object" />
<field name="partner_phone"/>
<field name="duration"/>
<field name="section_id" colspan="1" widget="selection" />
<button string="Convert to Opportunity"
name="%(phonecall2opportunity_act)d"
icon="gtk-index" type="action"
attrs="{'invisible':[('opportunity_id','!=',False)]}" />
<label colspan="6" string=""/>
<button string="Schedule Other Call"
icon="gtk-redo"
name="%(phonecall_to_phonecall_act)d"
type="action" />
</group>
<group col="3" colspan="2">
<separator colspan="3" string="Contacts" />
<field name="partner_id"
on_change="onchange_partner_id(partner_id, email_from)" />
<button string="Create a Partner"
icon="terp-crm"
name="%(action_crm_phonecall2partner)d"
type="action"
attrs="{'invisible':[('partner_id','!=',False)]}" />
<newline/>
<field name="partner_address_id" string="Contact"
on_change="onchange_partner_address_id(partner_address_id, email_from)" />
<newline/>
<field name="partner_mobile" />
</group>
<group col="2" colspan="2">
<separator colspan="2" string="Categorization" />
<field name="priority"/>
<field name="opportunity_id"/>
</group>
<separator string="Description" colspan="4" />
<field name="description" nolabel="1" colspan="4" />
<separator colspan="4" />
<group col="8" colspan="4">
<field name="state" select="1" />
<button name="case_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_pending" string="Not Held"
states="open" type="object" icon="gtk-undo" />
<button name="case_close" string="Held"
states="open,draft,pending" type="object"
icon="gtk-jump-to" />
<button name="case_reset" string="Reset to Draft"
states="done,cancel" type="object"
icon="gtk-convert" />
</group>
</form>
</field>
</record>
<!-- Phonecalls Calendar View -->
<record model="ir.ui.view" id="crm_case_phone_calendar_view">
<field name="name">CRM - Phone Calls Calendar</field>
<field name="model">crm.phonecall</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="partner_id"/>
</calendar>
</field>
</record>
<!-- Phonecalls Search View -->
<record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
<field name="name">CRM - Phone Calls Search</field>
<field name="model">crm.phonecall</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
<filter icon="gtk-home" string="Today"
domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),\
('date','&gt;=',datetime.strftime('%%Y-%%m-%%d 00:00:00'))]"
help="Todays's Phonecalls"
/>
<filter icon="gtk-media-rewind"
string="7 Days"
help="Phonecalls during last 7 days"
domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')),\
('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
<separator orientation="vertical"/>
<field name="name" string="Call Summary"/>
<field name="partner_id"/>
<field name="user_id" widget="selection">
<filter icon="terp-partner"
domain="[('user_id','=',uid)]" help="My Phonecalls"
default="1" />
<filter icon="terp-partner"
domain="[('user_id','=',False)]"
help="Unassigned Phonecalls" />
</field>
<field name="section_id"
select="1" widget="selection" string="Sales Team">
<filter icon="terp-crm"
domain="[('section_id','=',context.get('section_id',False))]"
help="My section" />
</field>
<newline/>
<group expand="1" string="Group By..." colspan="4">
<filter string="Partner" icon="terp-crm" domain="[]"
context="{'group_by':'partner_id'}" />
<filter string="Responsible" icon="terp-crm"
domain="[]" context="{'group_by':'user_id'}" />
<separator orientation="vertical" />
<filter string="Creation" icon="terp-project"
domain="[]" context="{'group_by':'create_date'}" />
<filter string="Date" icon="terp-project" domain="[]"
context="{'group_by':'date'}" />
</group>
</search>
</field>
</record>
</data>
</openerp>
addons/crm/report/crm_phonecall_report.py
-77
View File
@@ -1,77 +0,0 @@
# -*- 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
import tools
class crm_phonecall_report(osv.osv):
""" Phone calls by user and section """
_name = "crm.phonecall.report"
_description = "Phone calls by user and section"
_auto = False
_inherit = "crm.case.report"
_columns = {
'delay_close': fields.float('Delay to close', digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
'categ_id': fields.many2one('crm.case.categ', 'Category', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.phonecall')]"),
'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
'company_id': fields.many2one('res.company', 'Company', readonly=True),
}
def init(self, cr):
""" Phone Calls By User And Section
@param cr: the current row, from the database cursor,
"""
tools.drop_view_if_exists(cr, 'crm_phonecall_report')
cr.execute("""
create or replace view crm_phonecall_report as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
to_char(c.create_date, 'YYYY-MM-DD') as day,
c.state,
c.user_id,
c.section_id,
c.categ_id,
c.partner_id,
c.company_id,
count(*) as nbr,
0 as avg_answers,
0.0 as perc_done,
0.0 as perc_cancel,
date_trunc('day',c.create_date) as create_date,
avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
from
crm_phonecall c
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),\
c.state, c.user_id,c.section_id, c.categ_id,c.partner_id,c.company_id
,to_char(c.create_date, 'YYYY-MM-DD'),c.create_date
)""")
crm_phonecall_report()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/report/crm_phonecall_report_view.xml
-111
View File
@@ -1,111 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!-- Phone calls by user and section Tree View -->
<record id="view_report_crm_phonecall_tree" model="ir.ui.view">
<field name="name">crm.phonecall.report.tree</field>
<field name="model">crm.phonecall.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Phone calls">
<field name="name" invisible="1"/>
<field name="month" invisible="1"/>
<field name="section_id" invisible="1"/>
<field name="user_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="nbr" string="#Phone calls" sum="#Phone calls"/>
<field name="delay_close" avg="Avg Closing Delay"/>
<field name="state" invisible="1"/>
<field name="categ_id" invisible="1"/>
<field name="day" invisible="1"/>
</tree>
</field>
</record>
<!-- Phone calls by user and section Form View -->
<record id="view_report_crm_phonecall_form" model="ir.ui.view">
<field name="name">crm.phonecall.report.form</field>
<field name="model">crm.phonecall.report</field>
<field name="inherit_id" ref="view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
</field>
</record>
<!-- Phone calls by user and section Graph View -->
<record id="view_report_crm_phonecall_graph" model="ir.ui.view">
<field name="name">crm.phonecall.report.graph</field>
<field name="model">crm.phonecall.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Phone calls" type="bar">
<field name="state"/>
<field name="nbr" operator="+"/>
<field group="True" name="user_id"/>
</graph>
</field>
</record>
<!-- Phone calls by user and section Search View -->
<record id="view_report_crm_phonecall_filter" model="ir.ui.view">
<field name="name">crm.phonecall.report.select</field>
<field name="model">crm.phonecall.report</field>
<field name="inherit_id" ref="view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<data>
<xpath expr='//search[@string="Search"]/group[@string="Extended options..."]/filter[@string="Cancel"]' position='after'>
<group>
<separator orientation="vertical"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
</group>
</xpath>
</data>
</field>
</record>
<!-- Phone calls by user and section Action -->
<record id="action_report_crm_phonecall" model="ir.actions.act_window">
<field name="name">Phone Calls</field>
<field name="res_model">crm.phonecall.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_id" ref="view_report_crm_phonecall_tree"/>
<field name="search_view_id" ref="view_report_crm_phonecall_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_tree">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_report_crm_phonecall_tree"/>
<field name="act_window_id" ref="action_report_crm_phonecall"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_report_crm_phonecall_graph"/>
<field name="act_window_id" ref="action_report_crm_phonecall"/>
</record>
<menuitem name="Phone Calls"
action="action_report_crm_phonecall"
groups="base.group_extended"
id="menu_report_crm_phonecalls_tree" parent="base.next_id_64" />
</data>
</openerp>
addons/crm/security/ir.model.access.csv
-5
View File
@@ -8,7 +8,6 @@
"access_crm_meeting","crm.meeting","model_crm_meeting","crm.group_crm_manager",1,1,1,1
"access_crm_lead","crm.lead","model_crm_lead","crm.group_crm_manager",1,1,1,1
"access_crm_opportunity","crm.opportunity","model_crm_opportunity","crm.group_crm_manager",1,1,1,1
"access_crm_phonecall","crm.phonecall","model_crm_phonecall","crm.group_crm_manager",1,1,1,1
"access_crm_case_log","crm.case.log","model_crm_case_log","crm.group_crm_user",1,1,1,1
"access_crm_case_history","crm.case.history","model_crm_case_history","crm.group_crm_user",1,1,1,1
"access_crm_case_section_manager","crm.case.section.manager","model_crm_case_section","crm.group_crm_manager",1,1,1,1
@@ -24,15 +23,11 @@
"access_crm_case_report_user","crm.case.report","model_crm_case_report","crm.group_crm_user",1,0,0,0
"access_crm_case_report_manager","crm.case.report manager","model_crm_case_report","crm.group_crm_manager",1,1,1,1
"access_crm_lead_report_user","crm.lead.report","model_crm_lead_report","crm.group_crm_user",1,0,0,0
"access_crm_phonecall_report_user","crm.phonecall.report","model_crm_phonecall_report","crm.group_crm_user",1,0,0,0
"access_crm_opportunity_report_user","crm.opportunity.report","model_crm_opportunity_report","crm.group_crm_user",1,0,0,0
"access_report_crm_case_service_dashboard","report.crm.case.service.dashboard","model_report_crm_case_service_dashboard","crm.group_crm_user",1,0,0,0
"access_crm_lead2partner","crm.lead2partner","model_crm_lead2partner","crm.group_crm_user",1,1,1,1
"access_crm_lead2opportunity","crm.lead2opportunity","model_crm_lead2opportunity","crm.group_crm_user",1,1,1,1
"access_crm_opportunity2phonecall","crm.opportunity2phonecall","model_crm_opportunity2phonecall","crm.group_crm_user",1,1,1,1
"access_crm_phonecall2phonecall","crm.phonecall2phonecall","model_crm_phonecall2phonecall","crm.group_crm_user",1,1,1,1
"access_crm_phonecall2partner","crm.phonecall2partner","model_crm_phonecall2partner","crm.group_crm_user",1,1,1,1
"access_crm_phonecall2opportunity","crm.phonecall2opportunity","model_crm_phonecall2opportunity","crm.group_crm_user",1,1,1,1
"access_crm_send_mail","crm.send.mail","model_crm_send_mail","crm.group_crm_user",1,1,1,1
"access_crm_partner2opportunity","crm.partner2opportunity","model_crm_partner2opportunity","crm.group_crm_user",1,1,1,1
"access_crm_lead2opportunity_partner","crm.lead2opportunity.partner","model_crm_lead2opportunity_partner","crm.group_crm_user",1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
8 access_crm_meeting crm.meeting model_crm_meeting crm.group_crm_manager 1 1 1 1
9 access_crm_lead crm.lead model_crm_lead crm.group_crm_manager 1 1 1 1
10 access_crm_opportunity crm.opportunity model_crm_opportunity crm.group_crm_manager 1 1 1 1
access_crm_phonecall crm.phonecall model_crm_phonecall crm.group_crm_manager 1 1 1 1
11 access_crm_case_log crm.case.log model_crm_case_log crm.group_crm_user 1 1 1 1
12 access_crm_case_history crm.case.history model_crm_case_history crm.group_crm_user 1 1 1 1
13 access_crm_case_section_manager crm.case.section.manager model_crm_case_section crm.group_crm_manager 1 1 1 1
23 access_crm_case_report_user crm.case.report model_crm_case_report crm.group_crm_user 1 0 0 0
24 access_crm_case_report_manager crm.case.report manager model_crm_case_report crm.group_crm_manager 1 1 1 1
25 access_crm_lead_report_user crm.lead.report model_crm_lead_report crm.group_crm_user 1 0 0 0
access_crm_phonecall_report_user crm.phonecall.report model_crm_phonecall_report crm.group_crm_user 1 0 0 0
26 access_crm_opportunity_report_user crm.opportunity.report model_crm_opportunity_report crm.group_crm_user 1 0 0 0
27 access_report_crm_case_service_dashboard report.crm.case.service.dashboard model_report_crm_case_service_dashboard crm.group_crm_user 1 0 0 0
28 access_crm_lead2partner crm.lead2partner model_crm_lead2partner crm.group_crm_user 1 1 1 1
29 access_crm_lead2opportunity crm.lead2opportunity model_crm_lead2opportunity crm.group_crm_user 1 1 1 1
30 access_crm_opportunity2phonecall crm.opportunity2phonecall model_crm_opportunity2phonecall crm.group_crm_user 1 1 1 1
access_crm_phonecall2phonecall crm.phonecall2phonecall model_crm_phonecall2phonecall crm.group_crm_user 1 1 1 1
access_crm_phonecall2partner crm.phonecall2partner model_crm_phonecall2partner crm.group_crm_user 1 1 1 1
access_crm_phonecall2opportunity crm.phonecall2opportunity model_crm_phonecall2opportunity crm.group_crm_user 1 1 1 1
31 access_crm_send_mail crm.send.mail model_crm_send_mail crm.group_crm_user 1 1 1 1
32 access_crm_partner2opportunity crm.partner2opportunity model_crm_partner2opportunity crm.group_crm_user 1 1 1 1
33 access_crm_lead2opportunity_partner crm.lead2opportunity.partner model_crm_lead2opportunity_partner crm.group_crm_user 1 1 1 1
addons/crm/wizard/__init__.py
-3
View File
@@ -25,9 +25,6 @@ import crm_email_add_cc
import crm_lead_to_partner
import crm_lead_to_opportunity
import crm_opportunity_to_phonecall
import crm_phonecall_to_phonecall
import crm_phonecall_to_partner
import crm_phonecall_to_opportunity
import crm_partner_to_opportunity
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/wizard/crm_phonecall_to_meeting.py
-153
View File
@@ -1,153 +0,0 @@
# -*- 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 osv
from tools.translate import _
import wizard
import pooler
#===============================================================================
# Put original wizard because of action in init
# Remove it after solution foraction in init
#===============================================================================
class phonecall2meeting(wizard.interface):
def _makeMeeting(self, cr, uid, data, context):
pool = pooler.get_pool(cr.dbname)
phonecall_case_obj = pool.get('crm.phonecall')
data_obj = pool.get('ir.model.data')
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
id = 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_case_obj.browse(cr, uid, data['id'], context=context)
partner_id = phonecall.partner_id and phonecall.partner_id.id or False
name = phonecall.name
email = phonecall.email_from
section_id = phonecall.section_id and phonecall.section_id.id or False
return {
'name': _('Meetings'),
'domain' : "[('user_id','=',%s)]"%(uid),
'context': {'default_partner_id': partner_id, 'default_section_id': section_id, 'default_email_from': email, 'default_state':'open', 'default_name':name},
'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': id['res_id']
}
states = {
'init': {
'actions': [],
'result': {'type': 'action', 'action': _makeMeeting, 'state': 'order'}
},
'order': {
'actions': [],
'result': {'type': 'state', 'state': 'end'}
}
}
phonecall2meeting('crm.phonecall.meeting_set')
class crm_phonecall2meeting(osv.osv_memory):
""" Phonecall to Meeting """
_name = 'crm.phonecall2meeting'
_description = 'Phonecall To Meeting'
def action_cancel(self, cr, uid, ids, context=None):
"""
Closes Phonecall to Meeting form
@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 {'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
@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
crm_phonecall2meeting()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/wizard/crm_phonecall_to_meeting_view.xml
-46
View File
@@ -1,46 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data>
<!-- Old wizard -->
<wizard
id="wizard_crm_phonecall_meeting_set"
keyword="client_action_multi"
model="crm.phonecall"
name="crm.phonecall.meeting_set"
multi="True"
string="Schedule Meeting"/>
<!-- Phonecall to meeting view -->
<record model="ir.ui.view" id="phonecall2phonecall2meeting_view">
<field name="name">crm.phonecall2meeting.form</field>
<field name="model">crm.phonecall2meeting</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Convert To Meeting">
<label string="Are you sure to schedule a Meeting for this Phonecall?" colspan="4"/>
<newline/>
<separator colspan="4" string=""/>
<button name="action_cancel" string="_Cancel"
icon="gtk-cancel" special="cancel" />
<button name="action_make_meeting" type="object"
string="_Schedule" icon="gtk-go-forward" />
</form>
</field>
</record>
<!-- Phonecall to meeting action -->
<record model="ir.actions.act_window" id="phonecall2meeting_act">
<field name="name">Convert To Meeting</field>
<field name="res_model">crm.phonecall2meeting</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="phonecall2phonecall2meeting_view"/>
<field name="target">new</field>
</record>
</data>
</openerp>
addons/crm/wizard/crm_phonecall_to_opportunity.py
-150
View File
@@ -1,150 +0,0 @@
# -*- 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 osv, fields
from tools.translate import _
class crm_phonecall2opportunity(osv.osv_memory):
""" Converts Phonecall to Opportunity"""
_name = 'crm.phonecall2opportunity'
_description = 'Phonecall To Opportunity'
def action_cancel(self, cr, uid, ids, context=None):
"""
Closes Phonecall to Opportunity form
@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 Opportunity's IDs
@param context: A standard dictionary for contextual values
"""
return {'type':'ir.actions.act_window_close'}
def view_init(self, cr, uid, fields, context=None):
"""
This function checks for precondition before wizard executes
@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 fields: List of fields for default value
@param context: A standard dictionary for contextual values
"""
phonecall_obj = self.pool.get('crm.phonecall')
record_id = context and context.get('active_id', False) or False
case = phonecall_obj.browse(cr, uid, record_id, context=context)
if case.state in ['done', 'cancel']:
raise osv.except_osv(_("Warning"), _("Closed/Cancelled Phone \
Call Could not convert into Opportunity"))
def action_apply(self, cr, uid, ids, context=None):
"""
This converts Phonecall to Opportunity and opens Phonecall view
@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 Opportunity IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Opportunity form
"""
record_id = context and context.get('active_id', False) or False
if record_id:
opp_obj = self.pool.get('crm.opportunity')
phonecall_obj = self.pool.get('crm.phonecall')
case = phonecall_obj.browse(cr, uid, record_id, context=context)
data_obj = self.pool.get('ir.model.data')
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
res = data_obj.read(cr, uid, result, ['res_id'])
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
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
for this in self.browse(cr, uid, ids, context=context):
new_opportunity_id = opp_obj.create(cr, uid, {
'name': this.name,
'planned_revenue': this.planned_revenue,
'probability': this.probability,
'partner_id': this.partner_id and this.partner_id.id or False,
'section_id': case.section_id and case.section_id.id or False,
'description': case.description or False,
'phonecall_id': case.id,
'priority': case.priority,
'phone': case.partner_phone or False,
})
new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
vals = {
'partner_id': this.partner_id.id,
'opportunity_id' : new_opportunity_id,
}
phonecall_obj.write(cr, uid, [case.id], vals)
phonecall_obj.case_close(cr, uid, [case.id])
opp_obj.case_open(cr, uid, [new_opportunity_id])
value = {
'name': _('Opportunity'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.opportunity',
'res_id': int(new_opportunity_id),
'view_id': False,
'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
'type': 'ir.actions.act_window',
'search_view_id': res['res_id']
}
return value
_columns = {
'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
'probability': fields.float('Success Probability'),
'planned_revenue': fields.float('Expected Revenue'),
'partner_id': fields.many2one('res.partner', 'Partner'),
}
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
@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 fields: List of fields for default value
@param context: A standard dictionary for contextual values
@return : default values of fields.
"""
record_id = context and context.get('active_id', False) or False
res = super(crm_phonecall2opportunity, self).default_get(cr, uid, fields, context=context)
if record_id:
phonecall = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
if 'name' in fields:
res.update({'name': phonecall.name})
if 'partner_id' in fields:
res.update({'partner_id': phonecall.partner_id and phonecall.partner_id.id or False})
return res
crm_phonecall2opportunity()
addons/crm/wizard/crm_phonecall_to_opportunity_view.xml
-40
View File
@@ -1,40 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data>
<!-- Phonecall to Opportunity view -->
<record model="ir.ui.view" id="phonecall2opportunity_view">
<field name="name">crm.phonecall2opportunity.form</field>
<field name="model">crm.phonecall2opportunity</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Convert To Opportunity ">
<field name="name"/>
<field name="partner_id" />
<newline/>
<field name="planned_revenue"/>
<field name="probability"/>
<separator string=" " colspan="4"/>
<group colspan="4" col="3" >
<label string=" " />
<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
<button name="action_apply" type="object" string="_Convert" icon="gtk-convert" />
</group>
</form>
</field>
</record>
<!-- Phonecall to Opportunity action -->
<record model="ir.actions.act_window" id="phonecall2opportunity_act">
<field name="name">Convert To Opportunity</field>
<field name="res_model">crm.phonecall2opportunity</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="phonecall2opportunity_view"/>
<field name="target">new</field>
</record>
</data>
</openerp>
addons/crm/wizard/crm_phonecall_to_partner.py
-204
View File
@@ -1,204 +0,0 @@
# -*- 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 osv, fields
from tools.translate import _
class crm_phonecall2partner(osv.osv_memory):
""" Converts phonecall to partner """
_name = 'crm.phonecall2partner'
_description = 'Phonecall to Partner'
_columns = {
'action': fields.selection([('exist', 'Link to an existing partner'), \
('create', 'Create a new partner')], \
'Action', required=True),
'partner_id': fields.many2one('res.partner', 'Partner')
}
def view_init(self, cr, uid, fields, context=None):
"""
This function checks for precondition before wizard executes
@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 fields: List of fields for default value
@param context: A standard dictionary for contextual values
"""
phonecall_obj = self.pool.get('crm.phonecall')
rec_ids = context and context.get('active_ids', [])
for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context):
if phonecall.partner_id:
raise osv.except_osv(_('Warning !'),
_('A partner is already defined on this phonecall.'))
def _select_partner(self, cr, uid, context=None):
"""
This function Searches for Partner from selected 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 fields: List of fields for default value
@param context: A standard dictionary for contextual values
@return : Partner id if any for selected phonecall.
"""
if not context:
context = {}
phonecall_obj = self.pool.get('crm.phonecall')
partner_obj = self.pool.get('res.partner')
contact_obj = self.pool.get('res.partner.address')
rec_ids = context and context.get('active_ids', [])
value = {}
for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context):
partner_ids = partner_obj.search(cr, uid, [('name', '=', phonecall.name or phonecall.name)])
if not partner_ids and phonecall.email_from:
address_ids = contact_obj.search(cr, uid, [('email', '=', phonecall.email_from)])
if address_ids:
addresses = contact_obj.browse(cr, uid, address_ids)
partner_ids = addresses and [addresses[0].partner_id.id] or False
partner_id = partner_ids and partner_ids[0] or False
return partner_id
_defaults = {
'action': lambda *a:'exist',
'partner_id': _select_partner
}
def open_create_partner(self, cr, uid, ids, context=None):
"""
This function Opens form of create partner.
@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 Partner's IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for next form.
"""
if not context:
context = {}
view_obj = self.pool.get('ir.ui.view')
view_id = view_obj.search(cr, uid, [('model', '=', 'crm.phonecall2partner'), \
('name', '=', 'crm.phonecall2partner.view')])
return {
'view_mode': 'form',
'view_type': 'form',
'view_id': view_id or False,
'res_model': 'crm.phonecall2partner',
'context': context,
'type': 'ir.actions.act_window',
'target': 'new',
}
def _create_partner(self, cr, uid, ids, context=None):
"""
This function Creates partner based on action.
@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 Partner's IDs
@param context: A standard dictionary for contextual values
@return : Dictionary {}.
"""
if not context:
context = {}
phonecall_obj = self.pool.get('crm.phonecall')
partner_obj = self.pool.get('res.partner')
contact_obj = self.pool.get('res.partner.address')
partner_ids = []
contact_id = False
rec_ids = context and context.get('active_ids', [])
for data in self.browse(cr, uid, ids):
for phonecall in phonecall_obj.browse(cr, uid, rec_ids):
if data.action == 'create':
partner_id = partner_obj.create(cr, uid, {
'name': phonecall.name or phonecall.name,
'user_id': phonecall.user_id.id,
'comment': phonecall.description,
})
contact_id = contact_obj.create(cr, uid, {
'partner_id': partner_id,
'name': phonecall.name,
'phone': phonecall.partner_phone,
})
else:
if data.partner_id:
partner_id = data.partner_id.id
contact_id = partner_obj.address_get(cr, uid, [partner_id])['default']
partner_ids.append(partner_id)
vals = {}
if partner_id:
vals.update({'partner_id': partner_id})
if contact_id:
vals.update({'partner_address_id': contact_id})
phonecall_obj.write(cr, uid, [phonecall.id], vals)
return partner_ids
def make_partner(self, cr, uid, ids, context=None):
"""
This function Makes partner based on action.
@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 Partner's IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Partner form.
"""
if not context:
context = {}
partner_ids = self._create_partner(cr, uid, ids, context)
mod_obj = self.pool.get('ir.model.data')
result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
res = mod_obj.read(cr, uid, result, ['res_id'])
value = {
'domain': "[]",
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'res.partner',
'res_id': partner_ids and int(partner_ids[0]) or False,
'view_id': False,
'context': context,
'type': 'ir.actions.act_window',
'search_view_id': res['res_id']
}
return value
crm_phonecall2partner()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/wizard/crm_phonecall_to_partner_view.xml
-53
View File
@@ -1,53 +0,0 @@
<openerp>
<data>
<!-- Phonecall to partner confirmation form -->
<record id="view_crm_phonecall2partner_create" model="ir.ui.view">
<field name="name">crm.phonecall2partner.view.create</field>
<field name="model">crm.phonecall2partner</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Create a Partner">
<label string="Are you sure you want to create a partner based on this Phonecall ?" colspan="4"/>
<label string="You may have to verify that this partner does not exist already." colspan="4"/>
<separator string="" colspan="4" />
<group col="4" colspan="4">
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
<button name="open_create_partner" string="Create Partner" type="object" icon="gtk-ok"/>
</group>
</form>
</field>
</record>
<!-- Phonecall to partner form view -->
<record id="view_crm_phonecall2partner" model="ir.ui.view">
<field name="name">crm.phonecall2partner.view</field>
<field name="model">crm.phonecall2partner</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Create a Partner">
<field name="action"/>
<group attrs="{'invisible':[('action','!=','exist')]}">
<field name="partner_id"/>
</group>
<separator string="" colspan="4" />
<group col="4" colspan="4">
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
<button name="make_partner" string="Continue" type="object" icon="gtk-ok"/>
</group>
</form>
</field>
</record>
<!-- Phonecall to Partner wizard -->
<act_window id="action_crm_phonecall2partner"
key2="client_action_multi" name="Create a Partner"
res_model="crm.phonecall2partner" src_model="crm.phonecall"
view_id="view_crm_phonecall2partner_create"
view_mode="form" target="new" view_type="form" />
</data>
</openerp>
addons/crm/wizard/crm_phonecall_to_phonecall.py
-137
View File
@@ -1,137 +0,0 @@
# -*- 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 osv, fields
from tools.translate import _
class crm_phonecall2phonecall(osv.osv_memory):
""" Converts Phonecall to Phonecall"""
_name = 'crm.phonecall2phonecall'
_description = 'Phonecall To Phonecall'
def action_cancel(self, cr, uid, ids, context=None):
"""
Closes Phonecall to Phonecall form
@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 Phonecall's IDs
@param context: A standard dictionary for contextual values
"""
return {'type':'ir.actions.act_window_close'}
def action_apply(self, cr, uid, ids, context=None):
"""
This converts Phonecall to Phonecall and opens Phonecall view
@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 Phonecall IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Opportunity form
"""
res = {}
record_id = context and context.get('active_id', False) or False
phonecall_obj = self.pool.get('crm.phonecall')
if record_id:
data_obj = self.pool.get('ir.model.data')
# Get Phonecall views
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
res = data_obj.read(cr, uid, result, ['res_id'])
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_form_view')
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_tree_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
phonecall = phonecall_obj.browse(cr, uid, record_id, context=context)
for this in self.browse(cr, uid, ids, context=context):
values = {
'name': this.name,
'user_id': this.user_id and this.user_id.id,
'categ_id': phonecall.categ_id and phonecall.categ_id.id or False,
'section_id': phonecall.section_id and phonecall.section_id.id,
'description': phonecall.description or '',
'partner_id': phonecall.partner_id.id,
'partner_address_id': phonecall.partner_address_id.id,
'partner_mobile': phonecall.partner_mobile or False,
'priority': phonecall.priority,
'partner_phone': phonecall.partner_phone or False,
'date': this.date
}
phonecall_id = phonecall_obj.create(cr, uid, values, context=context)
res = {
'name': _('Phone Call'),
'view_type': 'form',
'view_mode': 'form',
'res_model': 'crm.phonecall',
'view_id': False,
'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
'type': 'ir.actions.act_window',
'res_id': phonecall_id
}
return res
_columns = {
'name' : fields.char('Call summary', size=64, required=True, select=1),
'user_id' : fields.many2one('res.users',"Assign To"),
'date': fields.datetime('Date'),
'section_id':fields.many2one('crm.case.section','Sales Team'),
}
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
@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 fields: List of fields for default value
@param context: A standard dictionary for contextual values
@return : default values of fields.
"""
res = super(crm_phonecall2phonecall, self).default_get(cr, uid, fields, context=context)
record_id = context and context.get('active_id', False) or False
if record_id:
phonecall = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
if 'name' in fields:
res.update({'name': phonecall.name})
if 'user_id' in fields:
res.update({'user_id': phonecall.user_id and phonecall.user_id.id or False})
if 'date' in fields:
res.update({'date': phonecall.date})
if 'section_id' in fields:
res.update({'section_id': phonecall.section_id and phonecall.section_id.id or False})
return res
crm_phonecall2phonecall()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/wizard/crm_phonecall_to_phonecall_view.xml
-39
View File
@@ -1,39 +0,0 @@
<?xml version="1.0"?>
<openerp>
<data>
<!-- Phonecall to Phonecall view -->
<record model="ir.ui.view" id="phonecall_to_phonecall_view">
<field name="name">crm.phonecall2phonecall.form</field>
<field name="model">crm.phonecall2phonecall</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Schedule Other Call">
<field name="name"/>
<field name="user_id" />
<field name="date" string="Planned Date"/>
<field name="section_id"/>
<separator string=" " colspan="4"/>
<group colspan="4" col="3" >
<label string=" " />
<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
<button name="action_apply" type="object" string="_Schedule" icon="gtk-go-forward" />
</group>
</form>
</field>
</record>
<!-- Phonecall to Phonecall action -->
<record model="ir.actions.act_window" id="phonecall_to_phonecall_act">
<field name="name">Schedule Other Call</field>
<field name="res_model">crm.phonecall2phonecall</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="phonecall_to_phonecall_view"/>
<field name="target">new</field>
</record>
</data>
</openerp>