[REF] planner: update to the new module system
This commit is contained in:
Géry Debongnie
@@ -1,295 +1,306 @@
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(function() {
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odoo.define('planner.planner', ['web.core', 'web.Model', 'web.session', 'web.SystrayMenu', 'web.Widget'], function (require) {
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"use strict";
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"use strict";
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var core = require('web.core');
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var Model = require('web.Model');
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var session = require('web.session');
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var SystrayMenu = require('web.SystrayMenu');
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var Widget = require('web.Widget');
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var instance = openerp;
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var QWeb = instance.web.qweb;
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instance.planner = {};
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instance.planner.PlannerLauncher = instance.web.Widget.extend({
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template: "PlannerLauncher",
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events: {
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'click .oe_planner_progress': 'toggle_dialog'
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},
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init: function(parent) {
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this._super(parent);
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this.planner_by_menu = {};
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this.webclient = parent.getParent();
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this.need_reflow = false;
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},
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start: function() {
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var self = this;
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self._super();
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var QWeb = core.qweb;
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self.webclient.menu.on("open_menu", self, self.on_menu_clicked);
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self.$el.hide(); // hidden by default
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return self.fetch_application_planner().done(function(apps) {
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self.planner_apps = apps;
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return apps;
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});
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},
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fetch_application_planner: function() {
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var self = this;
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var def = $.Deferred();
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if (!_.isEmpty(this.planner_by_menu)) {
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var PlannerLauncher = Widget.extend({
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template: "PlannerLauncher",
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events: {
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'click .oe_planner_progress': 'toggle_dialog'
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},
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init: function(parent) {
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this._super(parent);
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this.planner_by_menu = {};
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this.webclient = parent.getParent();
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this.need_reflow = false;
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},
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start: function() {
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var self = this;
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self._super();
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self.webclient.menu.on("open_menu", self, self.on_menu_clicked);
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self.$el.hide(); // hidden by default
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return self.fetch_application_planner().done(function(apps) {
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self.planner_apps = apps;
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return apps;
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});
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},
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fetch_application_planner: function() {
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var self = this;
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var def = $.Deferred();
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if (!_.isEmpty(this.planner_by_menu)) {
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def.resolve(self.planner_by_menu);
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}else{
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(new Model('planner.planner')).query().all().then(function(res) {
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_.each(res, function(planner){
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self.planner_by_menu[planner.menu_id[0]] = planner;
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self.planner_by_menu[planner.menu_id[0]].data = $.parseJSON(self.planner_by_menu[planner.menu_id[0]].data) || {};
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});
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def.resolve(self.planner_by_menu);
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}else{
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(new instance.web.Model('planner.planner')).query().all().then(function(res) {
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_.each(res, function(planner){
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self.planner_by_menu[planner.menu_id[0]] = planner;
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self.planner_by_menu[planner.menu_id[0]].data = jQuery.parseJSON(self.planner_by_menu[planner.menu_id[0]].data) || {};
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});
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def.resolve(self.planner_by_menu);
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}).fail(function() {def.reject();});
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}
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return def;
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},
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on_menu_clicked: function(id, $clicked_menu) {
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var menu_id = $clicked_menu.parents('.oe_secondary_menu').data('menu-parent') || 0; // find top menu id
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if (_.contains(_.keys(this.planner_apps), menu_id.toString())) {
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this.$el.show();
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this.setup(this.planner_apps[menu_id]);
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this.need_reflow = true;
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} else {
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if (this.$el.is(":visible")) {
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this.$el.hide();
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this.need_reflow = true;
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}
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}
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if (this.need_reflow) {
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this.webclient.menu.reflow();
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this.need_reflow = false;
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}
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},
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setup: function(planner){
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var self = this;
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this.planner = planner;
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this.dialog = new instance.planner.PlannerDialog(this, planner);
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this.$(".oe_planner_progress").tooltip({html: true, title: this.planner.tooltip_planner, placement: 'bottom', delay: {'show': 500}});
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this.dialog.on("planner_progress_changed", this, function(percent){
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self.update_parent_progress_bar(percent);
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});
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this.dialog.appendTo(document.body);
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},
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// event
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update_parent_progress_bar: function(percent) {
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this.$(".progress-bar").css('width', percent+"%");
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},
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toggle_dialog: function() {
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this.dialog.$('#PlannerModal').modal('toggle');
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}).fail(function() {def.reject();});
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}
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});
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/*
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Widget implementing the Modal of the planner (with all form, menu items, mark buttons, pages, ...). The content (the view_id) is fetched by
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calling the 'render' method (server side), then footer are appended to every pages (client side). Data are saved when a 'mark button' is clicked.
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Some element of the template MUST respect naming convention :
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* Input elements (select, textarea, radio, ...) MUST HAVE an 'id' as 'input_element_#####', where ##### is a string.
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* Page div MUST HAVE the class "planner-page" and an 'id' as 'planner_page#', where # is ideally a
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number. !!! The declaration order of the page are important. The 'id' number is NOT the sequence order.
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* Menu item MUST HAVE an href attribute containing the id of the page they are referencing.
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*/
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instance.planner.PlannerDialog = instance.web.Widget.extend({
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template: "PlannerDialog",
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events: {
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'click .oe_planner div[id^="planner_page"] a[href^="#planner_page"]': 'change_page',
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'click .oe_planner li a[href^="#planner_page"]': 'change_page',
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'click .oe_planner div[id^="planner_page"] button[data-pageid^="planner_page"]': 'mark_as_done',
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},
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init: function(parent, planner) {
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this._super(parent);
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this.planner_launcher = parent;
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this.planner = planner;
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this.cookie_name = this.planner['planner_application'] + '_last_page';
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this.set('progress', 0);
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},
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start: function() {
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var self = this;
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this._super.apply(this, arguments);
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this._setup_view().then(function(){
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self.prepare_planner_event();
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});
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},
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// This method should be overridden in other planners to bind their custom events, once the view is loaded.
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prepare_planner_event: function() {
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var self = this;
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self.on('change:progress', self, function(){
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self.trigger('planner_progress_changed', self.get('progress'));
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});
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this.on('planner_progress_changed', this, this.update_ui_progress_bar);
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this.set('progress', this.planner.progress); // init progress to trigger ui update
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$(window).on('resize', function() {
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self.resize_dialog();
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});
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},
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// ui
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_setup_view: function(){
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var self = this;
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return (new instance.web.Model('planner.planner')).call('render', [self.planner.view_id[0], self.planner.planner_application]).then(function(res) {
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self.$('.content_page').html(res);
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// add footer to each page
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self.add_pages_footer();
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// update the planner_data with the new inputs of the view
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var actual_vals = self._get_values();
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self.planner.data = _.defaults(self.planner.data, actual_vals);
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// set the default value
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self._set_values(self.planner.data);
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// show last opened page
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var last_open_page = (openerp.session.get_cookie(self.cookie_name)) ? openerp.session.get_cookie(self.cookie_name) : self.planner.data['last_open_page'] || false;
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if (last_open_page) {
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self._switch_page(last_open_page);
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}
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// Call resize function at the beginning
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self.resize_dialog();
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self.$el.on('keyup', "textarea", function() {
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if (this.scrollHeight != this.clientHeight) {
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this.style.height = this.scrollHeight + "px";
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}
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});
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});
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},
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update_ui_progress_bar: function(percent) {
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this.$(".progress-bar").css('width', percent+"%");
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this.$(".progress_col").find('span.counter').text(percent+"%");
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},
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add_pages_footer: function() {
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var self = this;
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//find all the pages and append footer to each pages
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_.each(self.$('.oe_planner div[id^="planner_page"]'), function(element) {
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var $el = $(element);
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var next_page_name = self.$(".oe_planner .side li a[href='#"+$el.next().attr('id')+"']").text() || ' Finished!';
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var footer_template = QWeb.render("PlannerFooter", {
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'next_page_name': next_page_name,
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'next_page_id': $el.next().attr('id'),
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'current_page_id': $el.attr('id'),
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'start': $el.prev().length ? false: true,
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'end': $el.next().length ? false: true
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});
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$el.append(footer_template);
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});
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},
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resize_dialog: function() {
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var winH = $(window).height();
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var $modal = this.$('.planner-dialog');
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$modal.height(winH/1.1);
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this.$('.pages').height($modal.height() - 60);
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this.$('.side').height($modal.height() - 75);
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},
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// page switching
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change_page: function(ev) {
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ev.preventDefault();
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var page_id = $(ev.currentTarget).attr('href').replace('#', '');
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this._switch_page(page_id);
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},
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_switch_page: function(page_id) {
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this.$(".oe_planner li a[href^='#planner_page']").parent().removeClass('active');
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this.$(".oe_planner li a[href=#"+page_id+"]").parent().addClass('active');
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this.$(".oe_planner div[id^='planner_page']").removeClass('show');
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this.$(".oe_planner div[id="+page_id+"]").addClass('show');
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this.planner.data['last_open_page'] = page_id;
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openerp.session.set_cookie(this.cookie_name, page_id, 8*60*60); // create cookie for 8h
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},
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// planner data functions
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_get_values: function(page_id){
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// if no page_id, take the complete planner
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var base_elem = page_id ? this.$el : this.$(".oe_planner div[id='planner_page"+page_id+"']");
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var values = {};
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// get the selector for all the input and mark_button
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// only INPUT (select, textearea, input, checkbox and radio), and BUTTON (.mark_button#) are observed
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var inputs = base_elem.find("textarea[id^='input_element'], input[id^='input_element'], select[id^='input_element'], button[id^='mark_button']");
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_.each(inputs, function(elem){
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elem = $(elem);
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var tid = elem.attr('id');
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if (elem.prop("tagName") == 'BUTTON'){
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if(elem.hasClass('fa-check-square-o')){
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values[tid] = 'marked';
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}else{
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values[tid] = '';
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}
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}
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if (elem.prop("tagName") == 'INPUT' || elem.prop("tagName") == 'TEXTAREA'){
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var ttype = elem.attr('type');
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if (ttype == 'checkbox' || ttype == 'radio'){
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values[tid] = '';
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if (elem.is(':checked')){
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values[tid] = 'checked';
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}
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}else{
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values[tid] = elem.val();
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}
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}
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});
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return values;
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},
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_set_values: function(values){
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var self = this;
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_.each(values, function(val, id){
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var elem = self.$('#'+id);
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if (elem.prop("tagName") == 'BUTTON'){
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if(val == 'marked'){
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elem.addClass('fa-check-square-o btn-default').removeClass('fa-square-o btn-primary');
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self.$(".oe_planner li a[href=#"+elem.data('pageid')+"] span").addClass('fa-check');
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}
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}
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if (elem.prop("tagName") == 'INPUT' || elem.prop("tagName") == 'TEXTAREA'){
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var ttype = elem.attr("type");
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if (ttype == 'checkbox' || ttype == 'radio'){
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if (val == 'checked') {
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elem.attr('checked', 'checked');
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}
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}else{
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elem.val(val);
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}
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}
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});
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},
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update_planner: function(page_id){
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// update the planner.data with the inputs
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var vals = this._get_values(page_id);
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this.planner.data = _.extend(this.planner.data, vals);
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// re compute the progress percentage
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var mark_btn = this.$(".oe_planner button[id^='mark_button']");
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var marked_btn = this.$(".oe_planner button[id^='mark_button'].fa-check-square-o");
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var percent = parseInt((marked_btn.length+1) / (mark_btn.length+1) * 100);
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this.set('progress', percent);
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this.planner.progress = percent;
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// save data and progress in database
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this._save_planner_data();
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},
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_save_planner_data: function() {
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return (new instance.web.Model('planner.planner')).call('write', [this.planner.id, {'data': JSON.stringify(this.planner.data), 'progress': this.planner.progress}]);
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},
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// user actions
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mark_as_done: function(ev) {
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var self = this;
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var btn = $(ev.currentTarget);
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var page_id = btn.attr('data-pageid');
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var active_menu = self.$(".oe_planner li a[href=#"+page_id+"] span");
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var active_page = self.$(".oe_planner div[id^='planner_page'].planner-page.show");
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var next_button = self.$(".oe_planner a[data-parent="+page_id+"]");
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if (!btn.hasClass('fa-check-square-o')) {
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active_menu.addClass('fa-check');
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btn.addClass('fa-check-square-o btn-default').removeClass('fa-square-o btn-primary');
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next_button.addClass('btn-primary').removeClass('btn-default');
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// page checked animation
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active_page.addClass('marked');
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setTimeout(function() { active_page.removeClass('marked'); }, 1000);
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} else {
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btn.removeClass('fa-check-square-o btn-default').addClass('fa-square-o btn-primary');
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next_button.addClass('btn-default').removeClass('btn-primary');
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active_menu.removeClass('fa-check');
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return def;
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},
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on_menu_clicked: function(id, $clicked_menu) {
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var menu_id = $clicked_menu.parents('.oe_secondary_menu').data('menu-parent') || 0; // find top menu id
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if (_.contains(_.keys(this.planner_apps), menu_id.toString())) {
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this.$el.show();
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this.setup(this.planner_apps[menu_id]);
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this.need_reflow = true;
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} else {
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if (this.$el.is(":visible")) {
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this.$el.hide();
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this.need_reflow = true;
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}
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self.update_planner(page_id);
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},
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});
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}
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if (this.need_reflow) {
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this.webclient.menu.reflow();
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this.need_reflow = false;
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}
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},
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setup: function(planner){
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var self = this;
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this.planner = planner;
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this.dialog = new PlannerDialog(this, planner);
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this.$(".oe_planner_progress").tooltip({html: true, title: this.planner.tooltip_planner, placement: 'bottom', delay: {'show': 500}});
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this.dialog.on("planner_progress_changed", this, function(percent){
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self.update_parent_progress_bar(percent);
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});
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this.dialog.appendTo(document.body);
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},
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// event
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update_parent_progress_bar: function(percent) {
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this.$(".progress-bar").css('width', percent+"%");
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},
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toggle_dialog: function() {
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this.dialog.$('#PlannerModal').modal('toggle');
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}
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});
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/*
|
||||
Widget implementing the Modal of the planner (with all form, menu items, mark buttons, pages, ...). The content (the view_id) is fetched by
|
||||
calling the 'render' method (server side), then footer are appended to every pages (client side). Data are saved when a 'mark button' is clicked.
|
||||
Some element of the template MUST respect naming convention :
|
||||
* Input elements (select, textarea, radio, ...) MUST HAVE an 'id' as 'input_element_#####', where ##### is a string.
|
||||
* Page div MUST HAVE the class "planner-page" and an 'id' as 'planner_page#', where # is ideally a
|
||||
number. !!! The declaration order of the page are important. The 'id' number is NOT the sequence order.
|
||||
* Menu item MUST HAVE an href attribute containing the id of the page they are referencing.
|
||||
*/
|
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var PlannerDialog = Widget.extend({
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template: "PlannerDialog",
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events: {
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'click .oe_planner div[id^="planner_page"] a[href^="#planner_page"]': 'change_page',
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'click .oe_planner li a[href^="#planner_page"]': 'change_page',
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'click .oe_planner div[id^="planner_page"] button[data-pageid^="planner_page"]': 'mark_as_done',
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},
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init: function(parent, planner) {
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this._super(parent);
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this.planner_launcher = parent;
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this.planner = planner;
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this.cookie_name = this.planner['planner_application'] + '_last_page';
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this.set('progress', 0);
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},
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start: function() {
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var self = this;
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this._super.apply(this, arguments);
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this._setup_view().then(function(){
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self.prepare_planner_event();
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});
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},
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// This method should be overridden in other planners to bind their custom events, once the view is loaded.
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prepare_planner_event: function() {
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var self = this;
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self.on('change:progress', self, function(){
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self.trigger('planner_progress_changed', self.get('progress'));
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});
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this.on('planner_progress_changed', this, this.update_ui_progress_bar);
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this.set('progress', this.planner.progress); // init progress to trigger ui update
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||||
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$(window).on('resize', function() {
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self.resize_dialog();
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});
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},
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||||
// ui
|
||||
_setup_view: function(){
|
||||
var self = this;
|
||||
return (new Model('planner.planner')).call('render', [self.planner.view_id[0], self.planner.planner_application]).then(function(res) {
|
||||
self.$('.content_page').html(res);
|
||||
// add footer to each page
|
||||
self.add_pages_footer();
|
||||
// update the planner_data with the new inputs of the view
|
||||
var actual_vals = self._get_values();
|
||||
self.planner.data = _.defaults(self.planner.data, actual_vals);
|
||||
// set the default value
|
||||
self._set_values(self.planner.data);
|
||||
// show last opened page
|
||||
var last_open_page = (session.get_cookie(self.cookie_name)) ? session.get_cookie(self.cookie_name) : self.planner.data['last_open_page'] || false;
|
||||
if (last_open_page) {
|
||||
self._switch_page(last_open_page);
|
||||
}
|
||||
// Call resize function at the beginning
|
||||
self.resize_dialog();
|
||||
self.$el.on('keyup', "textarea", function() {
|
||||
if (this.scrollHeight != this.clientHeight) {
|
||||
this.style.height = this.scrollHeight + "px";
|
||||
}
|
||||
});
|
||||
});
|
||||
},
|
||||
update_ui_progress_bar: function(percent) {
|
||||
this.$(".progress-bar").css('width', percent+"%");
|
||||
this.$(".progress_col").find('span.counter').text(percent+"%");
|
||||
},
|
||||
add_pages_footer: function() {
|
||||
var self = this;
|
||||
//find all the pages and append footer to each pages
|
||||
_.each(self.$('.oe_planner div[id^="planner_page"]'), function(element) {
|
||||
var $el = $(element);
|
||||
var next_page_name = self.$(".oe_planner .side li a[href='#"+$el.next().attr('id')+"']").text() || ' Finished!';
|
||||
var footer_template = QWeb.render("PlannerFooter", {
|
||||
'next_page_name': next_page_name,
|
||||
'next_page_id': $el.next().attr('id'),
|
||||
'current_page_id': $el.attr('id'),
|
||||
'start': $el.prev().length ? false: true,
|
||||
'end': $el.next().length ? false: true
|
||||
});
|
||||
$el.append(footer_template);
|
||||
});
|
||||
},
|
||||
resize_dialog: function() {
|
||||
var winH = $(window).height();
|
||||
var $modal = this.$('.planner-dialog');
|
||||
$modal.height(winH/1.1);
|
||||
this.$('.pages').height($modal.height() - 60);
|
||||
this.$('.side').height($modal.height() - 75);
|
||||
},
|
||||
// page switching
|
||||
change_page: function(ev) {
|
||||
ev.preventDefault();
|
||||
var page_id = $(ev.currentTarget).attr('href').replace('#', '');
|
||||
this._switch_page(page_id);
|
||||
},
|
||||
_switch_page: function(page_id) {
|
||||
this.$(".oe_planner li a[href^='#planner_page']").parent().removeClass('active');
|
||||
this.$(".oe_planner li a[href=#"+page_id+"]").parent().addClass('active');
|
||||
this.$(".oe_planner div[id^='planner_page']").removeClass('show');
|
||||
this.$(".oe_planner div[id="+page_id+"]").addClass('show');
|
||||
this.planner.data['last_open_page'] = page_id;
|
||||
session.set_cookie(this.cookie_name, page_id, 8*60*60); // create cookie for 8h
|
||||
},
|
||||
// planner data functions
|
||||
_get_values: function(page_id){
|
||||
// if no page_id, take the complete planner
|
||||
var base_elem = page_id ? this.$el : this.$(".oe_planner div[id='planner_page"+page_id+"']");
|
||||
var values = {};
|
||||
// get the selector for all the input and mark_button
|
||||
// only INPUT (select, textearea, input, checkbox and radio), and BUTTON (.mark_button#) are observed
|
||||
var inputs = base_elem.find("textarea[id^='input_element'], input[id^='input_element'], select[id^='input_element'], button[id^='mark_button']");
|
||||
_.each(inputs, function(elem){
|
||||
elem = $(elem);
|
||||
var tid = elem.attr('id');
|
||||
if (elem.prop("tagName") == 'BUTTON'){
|
||||
if(elem.hasClass('fa-check-square-o')){
|
||||
values[tid] = 'marked';
|
||||
}else{
|
||||
values[tid] = '';
|
||||
}
|
||||
}
|
||||
if (elem.prop("tagName") == 'INPUT' || elem.prop("tagName") == 'TEXTAREA'){
|
||||
var ttype = elem.attr('type');
|
||||
if (ttype == 'checkbox' || ttype == 'radio'){
|
||||
values[tid] = '';
|
||||
if (elem.is(':checked')){
|
||||
values[tid] = 'checked';
|
||||
}
|
||||
}else{
|
||||
values[tid] = elem.val();
|
||||
}
|
||||
}
|
||||
});
|
||||
return values;
|
||||
},
|
||||
_set_values: function(values){
|
||||
var self = this;
|
||||
_.each(values, function(val, id){
|
||||
var elem = self.$('#'+id);
|
||||
if (elem.prop("tagName") == 'BUTTON'){
|
||||
if(val == 'marked'){
|
||||
elem.addClass('fa-check-square-o btn-default').removeClass('fa-square-o btn-primary');
|
||||
self.$(".oe_planner li a[href=#"+elem.data('pageid')+"] span").addClass('fa-check');
|
||||
}
|
||||
}
|
||||
if (elem.prop("tagName") == 'INPUT' || elem.prop("tagName") == 'TEXTAREA'){
|
||||
var ttype = elem.attr("type");
|
||||
if (ttype == 'checkbox' || ttype == 'radio'){
|
||||
if (val == 'checked') {
|
||||
elem.attr('checked', 'checked');
|
||||
}
|
||||
}else{
|
||||
elem.val(val);
|
||||
}
|
||||
}
|
||||
});
|
||||
},
|
||||
update_planner: function(page_id){
|
||||
// update the planner.data with the inputs
|
||||
var vals = this._get_values(page_id);
|
||||
this.planner.data = _.extend(this.planner.data, vals);
|
||||
// re compute the progress percentage
|
||||
var mark_btn = this.$(".oe_planner button[id^='mark_button']");
|
||||
var marked_btn = this.$(".oe_planner button[id^='mark_button'].fa-check-square-o");
|
||||
var percent = parseInt((marked_btn.length+1) / (mark_btn.length+1) * 100);
|
||||
this.set('progress', percent);
|
||||
this.planner.progress = percent;
|
||||
// save data and progress in database
|
||||
this._save_planner_data();
|
||||
},
|
||||
_save_planner_data: function() {
|
||||
return (new Model('planner.planner')).call('write', [this.planner.id, {'data': JSON.stringify(this.planner.data), 'progress': this.planner.progress}]);
|
||||
},
|
||||
// user actions
|
||||
mark_as_done: function(ev) {
|
||||
var self = this;
|
||||
var btn = $(ev.currentTarget);
|
||||
var page_id = btn.attr('data-pageid');
|
||||
var active_menu = self.$(".oe_planner li a[href=#"+page_id+"] span");
|
||||
var active_page = self.$(".oe_planner div[id^='planner_page'].planner-page.show");
|
||||
|
||||
var next_button = self.$(".oe_planner a[data-parent="+page_id+"]");
|
||||
if (!btn.hasClass('fa-check-square-o')) {
|
||||
active_menu.addClass('fa-check');
|
||||
btn.addClass('fa-check-square-o btn-default').removeClass('fa-square-o btn-primary');
|
||||
next_button.addClass('btn-primary').removeClass('btn-default');
|
||||
// page checked animation
|
||||
active_page.addClass('marked');
|
||||
setTimeout(function() { active_page.removeClass('marked'); }, 1000);
|
||||
} else {
|
||||
btn.removeClass('fa-check-square-o btn-default').addClass('fa-square-o btn-primary');
|
||||
next_button.addClass('btn-default').removeClass('btn-primary');
|
||||
active_menu.removeClass('fa-check');
|
||||
}
|
||||
self.update_planner(page_id);
|
||||
},
|
||||
});
|
||||
|
||||
// add planner launcher to the systray
|
||||
// if it is empty, it won't be display. Then, each time a top menu is clicked
|
||||
// a planner will be given to the launcher. The launcher will appears if the
|
||||
// given planner is not null.
|
||||
SystrayMenu.Items.push(PlannerLauncher);
|
||||
|
||||
return {
|
||||
PlannerLauncher: PlannerLauncher,
|
||||
PlannerDialog: PlannerDialog,
|
||||
};
|
||||
|
||||
});
|
||||
|
||||
// add planner launcher to the systray
|
||||
// if it is empty, it won't be display. Then, each time a top menu is clicked
|
||||
// a planner will be given to the launcher. The launcher will appears if the
|
||||
// given planner is not null.
|
||||
openerp.web.SystrayItems.push(instance.planner.PlannerLauncher);
|
||||
|
||||
})();
|
||||
|
||||
@@ -1,45 +1,48 @@
|
||||
(function(){
|
||||
"use strict";
|
||||
odoo.define('planner_crm.planner', ['planner.planner'], function (require) {
|
||||
"use strict";
|
||||
|
||||
openerp.planner.PlannerDialog.include({
|
||||
prepare_planner_event: function() {
|
||||
var self = this;
|
||||
this._super.apply(this, arguments);
|
||||
if(self.planner['planner_application'] == 'planner_crm') {
|
||||
var stages = {
|
||||
'solution_selling': [
|
||||
'Territory', 'Qualified', 'Qualified Sponsor',
|
||||
'Proposal', 'Negotiation', 'Won', '',
|
||||
'New propspect assigned to the right salesperson',
|
||||
'Set fields: Expected Revenue, Expected Closing Date, Next Action',
|
||||
'You are in discussion with the decision maker and HE agreed on his pain points',
|
||||
'Quotation sent to customer', 'The customer came back to you to discuss your quotation',
|
||||
'Quotation signed by the customer', ''],
|
||||
'b2c': [
|
||||
'New', 'Initial Contact', 'Product Demonstration', 'Proposal', 'Won', '', '',
|
||||
'', 'Phone call with following questions: ...',
|
||||
'Meeting with a demo. Set Fields: expected revenue, closing date',
|
||||
'Quotation sent', '', '', ''],
|
||||
'b2b': [
|
||||
'New', 'Qualified', 'Needs assessment', 'POC Sold', 'Demonstration', 'Proposal', 'Won',
|
||||
'Set fields: Expected Revenue, Expected Closing Date, Next Action',
|
||||
'Close opportunity if: "pre-sales days * $500" < "expected revenue" * probability',
|
||||
'GAP analysis with customer', 'Create a Proof of Concept with consultants',
|
||||
'POC demonstration to the customer', 'Final Proposal sent', ''],
|
||||
'odoo_default': [
|
||||
'New', 'Qualified', 'Proposition', 'Negotiation', 'Won', 'Lost', '',
|
||||
'', '', '', '', '', '', '']
|
||||
}
|
||||
self.$el.on('change', '#input_element_pipeline', function(ev) {
|
||||
var option = $(ev.target).find(":selected").val();
|
||||
if (_.has(stages, option)) {
|
||||
var values = stages[option];
|
||||
for(var i=0; i<values.length; i++) {
|
||||
$('#input_element_stage_'+i).val(values[i]);
|
||||
}
|
||||
}
|
||||
});
|
||||
var planner = require('planner.planner');
|
||||
|
||||
planner.PlannerDialog.include({
|
||||
prepare_planner_event: function() {
|
||||
var self = this;
|
||||
this._super.apply(this, arguments);
|
||||
if(self.planner['planner_application'] == 'planner_crm') {
|
||||
var stages = {
|
||||
'solution_selling': [
|
||||
'Territory', 'Qualified', 'Qualified Sponsor',
|
||||
'Proposal', 'Negotiation', 'Won', '',
|
||||
'New propspect assigned to the right salesperson',
|
||||
'Set fields: Expected Revenue, Expected Closing Date, Next Action',
|
||||
'You are in discussion with the decision maker and HE agreed on his pain points',
|
||||
'Quotation sent to customer', 'The customer came back to you to discuss your quotation',
|
||||
'Quotation signed by the customer', ''],
|
||||
'b2c': [
|
||||
'New', 'Initial Contact', 'Product Demonstration', 'Proposal', 'Won', '', '',
|
||||
'', 'Phone call with following questions: ...',
|
||||
'Meeting with a demo. Set Fields: expected revenue, closing date',
|
||||
'Quotation sent', '', '', ''],
|
||||
'b2b': [
|
||||
'New', 'Qualified', 'Needs assessment', 'POC Sold', 'Demonstration', 'Proposal', 'Won',
|
||||
'Set fields: Expected Revenue, Expected Closing Date, Next Action',
|
||||
'Close opportunity if: "pre-sales days * $500" < "expected revenue" * probability',
|
||||
'GAP analysis with customer', 'Create a Proof of Concept with consultants',
|
||||
'POC demonstration to the customer', 'Final Proposal sent', ''],
|
||||
'odoo_default': [
|
||||
'New', 'Qualified', 'Proposition', 'Negotiation', 'Won', 'Lost', '',
|
||||
'', '', '', '', '', '', '']
|
||||
}
|
||||
self.$el.on('change', '#input_element_pipeline', function(ev) {
|
||||
var option = $(ev.target).find(":selected").val();
|
||||
if (_.has(stages, option)) {
|
||||
var values = stages[option];
|
||||
for(var i=0; i<values.length; i++) {
|
||||
$('#input_element_stage_'+i).val(values[i]);
|
||||
}
|
||||
}
|
||||
});
|
||||
}
|
||||
});
|
||||
})();
|
||||
}
|
||||
});
|
||||
|
||||
});
|
||||
|
||||
Reference in New Issue
Block a user