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[IMP]: crm: Improved phonecall view and convert opportunity wizard 

bzr revid: rpa@openerp.co.in-20100205135732-d1ru9wk9yto1lrvj
This commit is contained in:
UCO (OpenERP) 2010-02-05 19:27:32 +05:30 committed by rpa (Open ERP)
parent c62b14f643
commit 12179e4930
2 changed files with 17 additions and 16 deletions
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25
addons/crm/crm_phonecall_view.xml
View File

@ -17,7 +17,7 @@
<menuitem action="crm_phonecall_categ_action" id="menu_crm_case_phonecall-act" parent="crm.menu_crm_case_categ"/>
# ------------------------------------------------------
# Fund Stage
# Phonecall Stage
# ------------------------------------------------------
<record id="crm_phonecall_stage_act" model="ir.actions.act_window">
<field name="name">Phonecall Stages</field>
@ -77,25 +77,24 @@
<field name="model">crm.phonecall</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Claims">
<group colspan="4" col="7">
<form string="Phone Call">
<group colspan="4" col="4">
<field name="name" string="Subject"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="user_id" string="Assigned to" select="2"/>
<button string="Schedule a Meeting"
name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" type="action" />
<newline/>
<field name="date" string="Planned Date"/>
<field name="duration"/>
<field name="opportunity_id" on_change="onchange_case_id(case_id, name, partner_id)"
context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/>
<button string="Convert to Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" icon="gtk-index" type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
</group>
'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/>
<newline/>
<group col="5" colspan="4">
<label string="" colspan="2"/>
<button string="Schedule a Meeting"
name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" type="action" />
<button string="Convert to Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" icon="gtk-index" type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
</group>
<notebook colspan="4">
<page string="General">
<field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)" required="1" readonly="1"/>
@ -123,6 +122,7 @@
</group>
</page>
</notebook>
</group>
</form>
</field>
</record>
@ -178,6 +178,5 @@
</field>
</record>
</data>
</openerp>

8
addons/crm/wizard/crm_lead_wizard.py
View File

@ -106,7 +106,6 @@ class lead2opportunity(wizard.interface):
lead_case_obj = pool.get('crm.lead')
opportunity_case_obj = pool.get('crm.opportunity')
for lead in lead_case_obj.browse(cr, uid, data['ids']):
#TODO : Take other info from lead
new_opportunity_id = opportunity_case_obj.create(cr, uid, {
'name': data['form']['name'],
'planned_revenue': data['form']['planned_revenue'],
@ -116,9 +115,12 @@ class lead2opportunity(wizard.interface):
'description':lead.description,
'date_deadline': lead.date_deadline,
'partner_address_id':lead.partner_address_id.id,
'priority':lead.priority,
'categ_id':lead.categ_id.id,
'priority': lead.priority,
'date': lead.date,
'partner_phone': lead.partner_phone,
'canal_id': lead.canal_id,
'som': lead.som,
'email_from': lead.email_from
})
new_opportunity = opportunity_case_obj.browse(cr, uid, new_opportunity_id)