Improved CRM module:
* Better Wizard * Added some views: calendar * Changed Date_Deadline to datetime (for calendar purpose) bzr revid: fp@tinyerp.com-76c641d9d2267a0609c07876e0471ed7297c8ae9
This commit is contained in:
Fabien Pinckaers
parent
aa88c7316b
commit
909e58578d
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@ -49,6 +49,12 @@ AVAILABLE_PRIORITIES = [
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('1','Highest')
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]
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icon_lst = {
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'form':'STOCK_NEW',
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'tree':'STOCK_JUSTIFY_FILL',
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'calendar':'STOCK_SELECT_COLOR'
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}
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class crm_case_section(osv.osv):
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_name = "crm.case.section"
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_description = "Case Section"
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@ -81,6 +87,53 @@ class crm_case_section(osv.osv):
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(_check_recursion, 'Error ! You can not create recursive sections.', ['parent_id'])
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]
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# Mainly used by the wizard
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def menu_create_data(self, cr, uid, data, menu_lst, context):
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menus = {}
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menus[0] = data['menu_parent_id']
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section = self.browse(cr, uid, data['section_id'], context)
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for (index, mname, mdomain, latest, view_mode) in menu_lst:
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if view_mode=='no':
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menus[index] = data['menu_parent_id']
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continue
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view_mode = data['menu'+str(index)+'_option']
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icon = icon_lst.get(view_mode.split(',')[0], 'STOCK_JUSTIFY_FILL')
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menu_id=self.pool.get('ir.ui.menu').create(cr, uid, {
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'name': data['menu'+str(index)],
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'parent_id': menus[latest],
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'icon': icon
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})
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menus[index] = menu_id
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action_id = self.pool.get('ir.actions.act_window').create(cr,uid, {
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'name': data['menu'+str(index)],
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'res_model': 'crm.case',
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'domain': mdomain.replace('SECTION_ID', str(data['section_id'])),
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'view_type': 'form',
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'view_mode': view_mode,
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})
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seq = 0
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for mode in view_mode.split(','):
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self.pool.get('ir.actions.act_window.view').create(cr, uid, {
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'sequence': seq,
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'view_id': data['view_'+mode],
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'view_mode': mode,
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'act_window_id': action_id,
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'multi': True
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})
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seq+=1
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self.pool.get('ir.values').create(cr, uid, {
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'name': data['menu'+str(index)],
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'key2': 'tree_but_open',
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'model': 'ir.ui.menu',
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'res_id': menu_id,
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'value': 'ir.actions.act_window,%d'%action_id,
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'object': True
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})
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return True
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#
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# Used when called from .XML file
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#
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def menu_create(self, cr, uid, ids, name, menu_parent_id=False, context={}):
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menus = {}
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menus[-1] = menu_parent_id
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@ -273,7 +326,7 @@ class crm_case(osv.osv):
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'som': fields.many2one('res.partner.som', 'State of Mind'),
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'date': fields.datetime('Date'),
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'create_date': fields.datetime('Created' ,readonly=True),
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'date_deadline': fields.date('Deadline'),
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'date_deadline': fields.datetime('Deadline'),
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'date_closed': fields.datetime('Closed', readonly=True),
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'canal_id': fields.many2one('res.partner.canal', 'Channel'),
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'user_id': fields.many2one('res.users', 'User Responsible'),
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@ -688,8 +741,15 @@ class crm_case_history(osv.osv):
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_description = "Case history"
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_order = "id desc"
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_inherits = {'crm.case.log':"log_id"}
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def _note_get(self, cursor, user, ids, name, arg, context=None):
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res = {}
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for hist in self.browse(cursor, user, ids, context or {}):
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res[hist.id] = (hist.email or '/') + ' (' + str(hist.date) + ')\n'
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res[hist.id] += (hist.description or '')
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return res
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_columns = {
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'description': fields.text('Description'),
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'note': fields.function(_note_get, method=True, string="Description", type="text"),
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'email': fields.char('Email', size=84),
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'log_id': fields.many2one('crm.case.log','Log'),
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}
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@ -247,6 +247,20 @@
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</field>
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</record>
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<record model="ir.ui.view" id="crm_case_calendar-view">
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<field name="name">crm.case.calendar</field>
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<field name="model">crm.case</field>
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<field name="type">calendar</field>
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<field name="arch" type="xml">
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<calendar string="Cases" color="user_id" date_start="date" date_stop="date_deadline" day_length="12">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="state"/>
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</calendar>
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</field>
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</record>
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<record model="ir.ui.view" id="crm_case_tree-view">
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<field name="name">crm.case.tree</field>
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<field name="model">crm.case</field>
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@ -302,14 +316,11 @@
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<field name="description" colspan="4" nolabel="1" select="2"/>
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</form>
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<tree string="Communication history">
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<field name="description"/>
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<field name="email"/>
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<field name="date"/>
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<field name="note"/>
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</tree>
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</field>
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<group col="2" colspan="2" expand="1">
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<field name="canal_id"/>
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<field name="som" select="2"/>
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<button name="add_reply" string="Add Last Mail for Replying"
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states="open" type="object" colspan="2"/>
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<field name="description" colspan="2" select="2" nolabel="1"/>
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@ -336,6 +347,7 @@
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<field name="active" select="2"/>
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<field name="email_cc" colspan="4"/>
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<field name="categ_id" select="2" on_change="onchange_categ_id(categ_id)"/>
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<field name="som" select="2"/>
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<separator colspan="4" string="Dates"/>
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<field name="create_date"/>
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<field name="date_closed"/>
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@ -32,28 +32,102 @@ import osv
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import pooler
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section_form = '''<?xml version="1.0"?>
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<form string="Create menus for cases">
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<form string="Create Menus For Cases">
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<separator string="Base Information" colspan="4"/>
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<field name="menu_name"/>
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<field name="menu_parent_id"/>
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<field name="section_id"/>
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<separator string="Select Views (empty for default)" colspan="4"/>
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<field name="view_form"/>
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<field name="view_tree"/>
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<field name="view_calendar"/>
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</form>'''
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section_fields = {
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'menu_name': {'string':'Menu base name', 'type':'char', 'required':True, 'size':64},
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'menu_parent_id': {'string':'Parent menu', 'type':'many2one', 'relation':'ir.ui.menu'},
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'menu_name': {'string':'Base Menu Name', 'type':'char', 'required':True, 'size':64},
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'menu_parent_id': {'string':'Parent Menu', 'type':'many2one', 'relation':'ir.ui.menu', 'required':True},
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'section_id': {'string':'Case Section', 'type':'many2one', 'relation':'crm.case.section', 'required':True},
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'view_form': {'string':'Form View', 'type':'many2one', 'relation':'ir.ui.view', 'domain':[('type','=','form'),('model','=','crm.case')] },
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'view_tree': {'string':'Tree View', 'type':'many2one', 'relation':'ir.ui.view', 'domain':[('type','=','tree'),('model','=','crm.case')] },
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'view_calendar': {'string':'Calendar View', 'type':'many2one', 'relation':'ir.ui.view', 'domain':[('type','=','calendar'),('model','=','crm.case')] }
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}
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menu_lst = [
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(1,'My ',"[('section_id','=',SECTION_ID),('user_id','=',uid)]", 0, 'form,tree'),
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(2,'My Unclosed ',"[('section_id','=',SECTION_ID),('user_id','=',uid), ('state','<>','cancel'), ('state','<>','done')]", 1, 'tree,form'),
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(5,'My Open ',"[('section_id','=',SECTION_ID),('user_id','=',uid), ('state','=','open')]", 2, 'tree,form'),
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(6,'My Pending ',"[('section_id','=',SECTION_ID),('user_id','=',uid), ('state','=','pending')]", 2, 'tree,form'),
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(7,'My Draft ',"[('section_id','=',SECTION_ID),('user_id','=',uid), ('state','=','draft')]", 2, 'tree,form'),
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(3,'My Late ',"[('section_id','=',SECTION_ID),('user_id','=',uid), ('date_deadline','<=',time.strftime('%Y-%m-%d')), ('state','<>','cancel'), ('state','<>','done')]", 1, 'tree,form'),
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(4,'My Canceled ',"[('section_id','=',SECTION_ID),('user_id','=',uid), ('state','=','cancel')]", 1, 'no'),
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(8,'All ',"[('section_id','=',SECTION_ID),]", 0, 'tree,form'),
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(9,'All Unassigned ',"[('section_id','=',SECTION_ID),('user_id','=',False)]", 8, 'no'),
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(10,'All Late ',"[('section_id','=',SECTION_ID),('user_id','=',uid), ('date_deadline','<=',time.strftime('%Y-%m-%d')), ('state','<>','cancel'), ('state','<>','done')]", 8, 'no'),
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(11,'All Canceled ',"[('section_id','=',SECTION_ID),('state','=','cancel')]", 8, 'no'),
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(12,'All Unclosed ',"[('section_id','=',SECTION_ID),('state','<>','cancel'), ('state','<>','done')]", 8, 'tree,form'),
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(13,'All Open ',"[('section_id','=',SECTION_ID),('state','=','open')]", 12, 'tree,form'),
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(14,'All Pending ',"[('section_id','=',SECTION_ID),('state','=','pending')]", 12, 'tree,form'),
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(15,'All Draft ',"[('section_id','=',SECTION_ID),('state','=','draft')]", 12, 'tree,form'),
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(16,'All Unclosed and Unassigned ',"[('section_id','=',SECTION_ID),('user_id','=',False),('state','<>','cancel'),('state','<>','done')]", 12, 'no')
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]
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section_menu_form = '''<?xml version="1.0"?>
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<form string="Created Menus" width="800">
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<separator string="Update The Proposed Menus To Be Created" colspan="4"/>
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''' + '\n'.join(map(lambda x: '\t<field name="menu%d" colspan="3"/> <field name="menu%d_option" nolabel="1"/>' % (x[0],x[0]), menu_lst)) + '''\n</form>'''
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section_menu_fields = { }
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for menu in menu_lst:
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section_menu_fields['menu'+str(menu[0])] = {
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'string': menu[1],
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'type': 'char',
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'size': 64,
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'required': True
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}
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section_menu_fields['menu'+str(menu[0])+'_option'] = {
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'string': menu[1],
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'type': 'selection',
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'selection': [
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('no',"Don't Create"),
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('form,tree','New Form'),
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('form,tree,calendar','New With Calendar'),
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('tree,form','List'),
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('tree,form,calendar','List With Calendar'),
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('calendar,tree,form','Calendar'),
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],
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'size': 64,
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'required': True,
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}
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def case_menu_create(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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pool.get('crm.case.section').menu_create(cr, uid, [data['form']['section_id']], data['form']['menu_name'], data['form']['menu_parent_id'], context)
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pool.get('crm.case.section').menu_create_data(cr, uid, data['form'], menu_lst, context)
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return {}
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def _menu_default(self, cr, uid, data, context):
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result = {}
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for menu in menu_lst:
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result['menu'+str(menu[0])] = menu[1] + data['form']['menu_name']
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result['menu'+str(menu[0])+'_option'] = menu[4]
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return result
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class wizard_section_menu_create(wizard.interface):
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states = {
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'init': {
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'actions': [],
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'result': {'type':'form', 'arch':section_form, 'fields':section_fields, 'state':[('end','Cancel'),('create','Create menu Entries')]}
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'result': {'type':'form', 'arch':section_form, 'fields':section_fields, 'state':[('end','Cancel'),('design_menu','Create menu Entries')]}
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},
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'design_menu': {
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'actions': [_menu_default],
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'result': {
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'type':'form',
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'arch':section_menu_form,
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'fields':section_menu_fields,
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'state':[
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('end','Cancel'),
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('create','Create menu Entries')
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]
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}
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},
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'create': {
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'actions': [case_menu_create],
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