improvement

bzr revid: fp@tinyerp.com-20081102145000-tbkbeav8andntm95

addons/crm_configuration/crm_config.py

@@ -47,7 +47,7 @@ class crm_case_category2(osv.osv):
     _description = "Category2 of case"
     _rec_name = "name"
     _columns = {
-        'name': fields.char('Case Category2 Name', size=64, required=True),
+        'name': fields.char('Case Category2 Name', size=64, required=True, translate=True),
         'section_id': fields.many2one('crm.case.section', 'Case Section'),
     }
 crm_case_category2()
@@ -57,7 +57,7 @@ class crm_case_stage(osv.osv):
     _description = "Stage of case"
     _rec_name = 'name'
     _columns = {
-        'name': fields.char('Stage Name', size=64, required=True),
+        'name': fields.char('Stage Name', size=64, required=True, translate=True),
         'section_id': fields.many2one('crm.case.section', 'Case Section'),
     }
 crm_case_stage()
@@ -70,11 +70,26 @@ class crm_cases(osv.osv):
         'category2_id': fields.many2one('crm.case.category2','Category Name', domain="[('section_id','=',section_id)]"),
         'duration': fields.float('Duration'),
         'note': fields.text('Note'),
+        'case_id': fields.many2one('crm.case','Related Case'),
         'partner_name': fields.char('Employee Name', size=64),
         'partner_name2': fields.char('Employee Email', size=64),
         'partner_phone': fields.char('Phone', size=16),
         'partner_mobile': fields.char('Mobile', size=16),
     }
+    def onchange_case_id(self, cr, uid, ids, case_id, name, partner_id, context={}):
+        if not case_id: return {}
+        case = self.browse(cr, uid, case_id, context=context)
+        value = {}
+        if not name:
+            value['name'] = case.name
+        if (not partner_id) and case.partner_id:
+            value['partner_id'] = case.partner_id.id
+            if case.partner_address_id:
+                value['partner_address_id'] = case.partner_address_id.id
+            if case.email_from:
+                value['email_from'] = case.email_from
+        return {'value':value}
+
 crm_cases()
 
 class crm_menu_config_wizard(osv.osv_memory):

addons/crm_configuration/crm_meeting_data.xml

@@ -7,26 +7,26 @@
         <field name="code">Mtngs</field>
     </record>
         <!--    CASE CATEGORY(categ_id)        -->
-    
+
     <record model="crm.case.categ" id="categ_meet1">
-        <field name="name">Sales Meeting</field>
+        <field name="name">Customer Meeting</field>
         <field name="section_id" ref="section_support1"/>
     </record>
     <record model="crm.case.categ" id="categ_meet2">
         <field name="name">Internal Meeting</field>
         <field name="section_id" ref="section_support1"/>
-    </record>    
+    </record>
     <record model="crm.case.categ" id="categ_meet3">
-        <field name="name">Training</field>
+        <field name="name">Phone Call</field>
         <field name="section_id" ref="section_support1"/>
-    </record>    
-    
+    </record>
+
         <!--    CASE CATEGORY2(category2_id)    -->
-         
+
     <record model="crm.case.category2" id="category_meet1">
         <field name="name">Office</field>
         <field name="section_id" ref="section_support1"/>
-    </record>    
+    </record>
     <record model="crm.case.category2" id="category_meet2">
         <field name="name">Home</field>
         <field name="section_id" ref="section_support1"/>
@@ -35,29 +35,29 @@
         <field name="name">Customer Office</field>
         <field name="section_id" ref="section_support1"/>
     </record>
-    
+
          <!--    CASE STAGE(stage_id)    -->
-         
+
     <record model="crm.case.stage" id="stage_meet1">
         <field name="name">Fixed</field>
         <field name="section_id" ref="section_support1"/>
-    </record>    
+    </record>
     <record model="crm.case.stage" id="stage_meet2">
         <field name="name">Not fixed</field>
         <field name="section_id" ref="section_support1"/>
-    </record>    
+    </record>
     <record model="crm.case.stage" id="stage_meet3">
         <field name="name">Invalid</field>
         <field name="section_id" ref="section_support1"/>
-    </record>    
+    </record>
     <record model="crm.case.stage" id="stage_meet4">
         <field name="name">Awaiting Response</field>
         <field name="section_id" ref="section_support1"/>
-    </record>    
+    </record>
     <record model="crm.case.stage" id="stage_meet5">
         <field name="name">Future</field>
         <field name="section_id" ref="section_support1"/>
-    </record>    
+    </record>
 
 </data>
 </openerp>

addons/crm_configuration/crm_meeting_menu.xml

@@ -1,7 +1,40 @@
 <?xml version="1.0"?>
 <openerp>
 <data noupdate="1">
-    ######################## MEETINGS (menu) ###########################
+
+    <act_window
+        id="crm_case_categ_meet_create_partner"
+        name="Schedule a Meeting"
+        res_model="crm.case"
+        src_model="res.partner"
+        view_mode="calendar,tree,form"
+        context="{'default_partner_id': active_id}"
+        domain="[('section_id','=','Meetings')]"/>
+
+    <record model="ir.actions.act_window" id="crm_case_categ_meet_create_partner">
+        <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support1'))+')]'"/>
+    </record>
+
+    <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet_partner">
+        <field name="sequence" eval="1"/>
+        <field name="view_mode">calendar</field>
+        <field name="view_id" ref="crm_case_calendar_view_meet"/>
+        <field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
+    </record>
+    <record model="ir.actions.act_window.view" id="action_crm_tag_tree_meet_partner">
+        <field name="sequence" eval="2"/>
+        <field name="view_mode">tree</field>
+        <field name="view_id" ref="crm_case_tree_view_meet"/>
+        <field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
+    </record>
+    <record model="ir.actions.act_window.view" id="action_crm_tag_form_meet_partner">
+        <field name="sequence" eval="3"/>
+        <field name="view_mode">form</field>
+        <field name="view_id" ref="crm_case_form_view_meet"/>
+        <field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
+    </record>
+
+
     <record model="ir.actions.act_window" id="crm_case_categ_meet">
         <field name="res_model">crm.case</field>
         <field name="view_mode">calendar,tree,form</field>

addons/crm_configuration/crm_meeting_view.xml

@@ -18,16 +18,16 @@
                     <newline/>
                     <field name="date" string="Meeting Date" required="1"/>
                     <field name="duration" colspan="1" widget="float_time" required="1"/>
-                    <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" />
+                    <field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"/>
                 </group>
                 <notebook colspan="4">
                 <page string="Meeting">
+                    <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" />
                     <field name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
                     <field name="email_from"/>
+                    <newline/>
                     <field name="categ_id" select="2" on_change="onchange_categ_id(categ_id)"/>
                     <field name="category2_id" select="1" string="Location"/>
-                    <field name="priority" select="2"/>
-                    <newline/>
                     <separator string="Description" colspan="4"/>
                     <field name="note"  nolabel="1" colspan="4" />
                     <separator colspan="4"/>
@@ -45,6 +45,7 @@
                         <newline/>
                         <field name="email_cc" colspan="1"/>
                         <field name="date_deadline" select="2" string="Deadlines"/>
+                        <field name="priority" select="2"/>
                         <newline/>
 
                         <field name="planned_revenue"/>