crm: Add the wizard of phonecall2meeting and improve the view of phonecall2phonecall
bzr revid: sbh@tinyerp.com-20100309094939-2w4am787wuls7mj4
This commit is contained in:
sbh (Open ERP)
parent
31487c201e
commit
2feb455905
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@ -63,6 +63,7 @@ between mails and Open ERP.""",
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'update_xml': [
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'wizard/crm_phonecall2phonecall.xml',
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'wizard/lead_to_partner_view.xml',
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'wizard/phonecall2meeting.xml',
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# 'wizard/phonecall2partner_view.xml',
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'wizard/phonecall2opportunity.xml',
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'crm_wizard.xml',
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@ -54,7 +54,7 @@
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type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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<button string="Meeting"
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states="draft,open,pending"
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name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
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name="%(phonecall2meeting_act)d" type="action" />
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<field name="state"/>
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<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
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<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
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@ -75,7 +75,7 @@
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<field name="date" string="Planned Date"/>
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<field name="user_id"/>
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<button string="Schedule a Meeting"
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name="%(wizard_crm_phonecall_meeting_set)d"
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name="%(phonecall2meeting_act)d"
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icon="gtk-redo"
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type="action" />
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<field name="partner_phone"/>
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@ -30,6 +30,7 @@ import crm_phonecall2phonecall
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import lead_to_partner
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import phonecall2partner
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import phonecall2meeting
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import phonecall_to_opportunity
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -40,37 +40,41 @@ class crm_phonecall2phonecall(osv.osv_memory):
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def action_apply(self, cr, uid, ids, context=None):
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this = self.browse(cr, uid, ids)[0]
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record_id = context and context.get('record_id', False) or False
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values={}
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values['name']=this.name
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values['user_id']=this.user_id and this.user_id.id
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values['categ_id']=this.category_id and this.category_id.id
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values['section_id']=this.section_id and this.section_id.id or False,
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values['description']=this.notes or ''
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values['partner_id']=this.partner_id.id
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values['partner_address_id']=this.address_id.id
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phonecall_proxy = self.pool.get('crm.phonecall')
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phonecall_id = phonecall_proxy.create(cr, uid, values, context=context)
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value = {
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'name': _('Phone Call'),
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'view_type': 'form',
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'view_mode': 'form',
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'res_model': 'crm.phonecall',
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'view_id': False,
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'type': 'ir.actions.act_window',
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'res_id': phonecall_id
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}
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record_id = context and context.get('record_id', False) or False
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if record_id:
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for case in self.pool.get('crm.phonecall').browse(cr, uid, [record_id], context=context):
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values['name']=this.name
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values['user_id']=this.user_id and this.user_id.id
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values['categ_id']=case.categ_id and case.categ_id.id or False
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values['section_id']=case.section_id and case.section_id.id or False,
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values['description']=case.description or ''
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values['partner_id']=case.partner_id.id
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values['partner_address_id']=case.partner_address_id.id
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values['partner_mobile']=case.partner_mobile or False
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values['priority']=case.priority
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values['partner_phone']=case.partner_phone or False
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values['date']=this.date
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phonecall_proxy = self.pool.get('crm.phonecall')
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phonecall_id = phonecall_proxy.create(cr, uid, values, context=context)
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value = {
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'name': _('Phone Call'),
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'view_type': 'form',
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'view_mode': 'form',
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'res_model': 'crm.phonecall',
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'view_id': False,
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'type': 'ir.actions.act_window',
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'res_id': phonecall_id
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}
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return value
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_columns = {
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'name' : fields.char('Name', size=64, required=True, select=1),
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'name' : fields.char('Call summary', size=64, required=True, select=1),
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'user_id' : fields.many2one('res.users',"Assign To"),
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'deadline': fields.datetime('Deadline', readonly=True),
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'category_id' : fields.many2one('crm.case.categ','Category',domain="[('object_id.model', '=', ''crm.phonecall')]"),
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'date': fields.datetime('Date'),
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'section_id':fields.many2one('crm.case.section','Sales Team'),
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'partner_id': fields.many2one('res.partner', 'Partner'),
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'address_id': fields.many2one('res.partner.address', 'Partner Contact', domain="[('partner_id','=',partner_id)]"),
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'notes' : fields.text('Notes'),
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}
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def default_get(self, cr, uid, fields, context=None):
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record_id = context and context.get('record_id', False) or False
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@ -78,11 +82,8 @@ class crm_phonecall2phonecall(osv.osv_memory):
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if record_id:
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phonecall_id = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
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res['name']=phonecall_id.name
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res['user_id']=phonecall_id.user_id and phonecall_id.user_id.id
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res['section_id']=phonecall_id.section_id and phonecall_id.section_id.id
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res['notes']=phonecall_id.description and phonecall_id.description or ''
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res['category_id']=phonecall_id.categ_id and phonecall_id.categ_id.id
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res['partner_id']=phonecall_id.partner_id and phonecall_id.partner_id.id
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res['address_id']=phonecall_id.partner_address_id and phonecall_id.partner_address_id.id
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res['user_id']=phonecall_id.user_id and phonecall_id.user_id.id or False
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res['date']=phonecall_id.date
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res['section_id']=phonecall_id.section_id and phonecall_id.section_id.id or False
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return res
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crm_phonecall2phonecall()
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@ -6,16 +6,11 @@
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<field name="model">crm.phonecall2phonecall</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Schedule Other Call " col="2">
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<form string="Schedule Other Call" col="2">
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<field name="name"/>
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<field name="user_id" />
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<separator colspan="3" string="Contacts" />
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<field name="partner_id"/>
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<field name="address_id"/>
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<separator colspan="3" string="" />
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<field name="category_id" domain="[('object_id.model', '=', 'crm.phonecall')]" />
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<field name="section_id"/>
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<field name="notes"/>
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<field name="date" string="Planned Date"/>
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<group colspan="2" col="2" >
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<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
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<button name="action_apply" type="object" string="_Apply" icon="gtk-apply" />
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@ -0,0 +1,75 @@
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# -*- encoding: utf-8 -*-
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############################################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
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# Copyright (C) 2008-2009 AJM Technologies S.A. (<http://www.ajm.lu). All Rights Reserved
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# $Id$
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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############################################################################################
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############################################################################################
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from osv import osv, fields
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import netsvc
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import time
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import tools
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import mx.DateTime
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from tools import config
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from tools.translate import _
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import tools
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class crm_phonecall2meeting(osv.osv_memory):
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_name = 'crm.phonecall2meeting'
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_description = 'Phonecall To Meeting'
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def action_cancel(self, cr, uid, ids, context=None):
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return {'type':'ir.actions.act_window_close'}
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def _makeMeeting(self, cr, uid, ids, context=None):
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this = self.browse(cr, uid, ids[0], context=context)
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record_id = context and context.get('record_id', False) or False
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if record_id:
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phonecall_case_obj = self.pool.get('crm.phonecall')
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data_obj = self.pool.get('ir.model.data')
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result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
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id = data_obj.read(cr, uid, result, ['res_id'])
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id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet')
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id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet')
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id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_meet')
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if id1:
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id1 = data_obj.browse(cr, uid, id1, context=context).res_id
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if id2:
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id2 = data_obj.browse(cr, uid, id2, context=context).res_id
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if id3:
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id3 = data_obj.browse(cr, uid, id3, context=context).res_id
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phonecall = phonecall_case_obj.browse(cr, uid, record_id, context=context)
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partner_id = phonecall.partner_id and phonecall.partner_id.id or False
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name = phonecall.name
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email = phonecall.email_from
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section_id = phonecall.section_id and phonecall.section_id.id or False
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return {
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'name': _('Meetings'),
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'domain' : "[('user_id','=',%s)]"%(uid),
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'context': {'default_partner_id': partner_id, 'default_section_id': section_id, 'default_email_from': email, 'default_state':'open', 'default_name':name},
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'view_type': 'form',
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'view_mode': 'calendar,form,tree',
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'res_model': 'crm.meeting',
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'view_id': False,
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'views': [(id1,'calendar'),(id2,'form'),(id3,'tree')],
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'type': 'ir.actions.act_window',
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'search_view_id': id['res_id']
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}
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crm_phonecall2meeting()
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@ -0,0 +1,25 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
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<record model="ir.ui.view" id="phonecall2phonecall2meeting_view">
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<field name="name">crm.phonecall2meeting.form</field>
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<field name="model">crm.phonecall2meeting</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Convert To Meeting ">
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<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
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<button name="_makeMeeting" type="object" string="_Apply" icon="gtk-apply" />
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</form>
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</field>
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</record>
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<record model="ir.actions.act_window" id="phonecall2meeting_act">
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<field name="name">Convert To Meeting</field>
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<field name="res_model">crm.phonecall2meeting</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="view_id" ref="phonecall2phonecall2meeting_view"/>
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<field name="target">new</field>
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<field name="context">{'record_id' : active_id}</field>
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</record>
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</data>
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</openerp>
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