[MERGE] crm fixes

bzr revid: fp@tinyerp.com-20120920073824-tvu3u0khtvqw2eka
This commit is contained in:
Fabien Pinckaers 2012-09-20 09:38:24 +02:00
commit 8e6135b43a
7 changed files with 63 additions and 57 deletions

View File

@ -53,7 +53,7 @@ class crm_meeting(base_state, osv.Model):
'partner_ids': fields.many2many('res.partner', 'crm_meeting_partner_rel', 'meeting_id','partner_id',
string='Attendees', states={'done': [('readonly', True)]}),
'state': fields.selection(
[('draft', 'Unconfirmed'), ('open', 'Confirmed'), ('cancel', 'Cancelled'), ('done', 'Done')],
[('draft', 'Unconfirmed'), ('open', 'Confirmed')],
string='Status', size=16, readonly=True),
# Meeting fields
'name': fields.char('Meeting Subject', size=128, required=True, states={'done': [('readonly', True)]}),

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@ -69,9 +69,7 @@
<field name="model">crm.meeting</field>
<field name="arch" type="xml">
<form string="Meetings" version="7.0">
<header>
<field name="state" invisible="True"/>
</header>
<field name="state" invisible="True"/>
<sheet>
<div class="oe_title">
<div class="oe_edit_only">

View File

@ -69,7 +69,7 @@ class base_stage(object):
return False
return uid
def onchange_partner_address_id(self, cr, uid, ids, add, email=False):
def onchange_partner_address_id(self, cr, uid, ids, add, email=False, context=None):
""" This function returns value of partner email based on Partner Address
:param add: Id of Partner's address
:param email: Partner's email ID
@ -77,10 +77,20 @@ class base_stage(object):
data = {'value': {'email_from': False, 'phone':False}}
if add:
address = self.pool.get('res.partner').browse(cr, uid, add)
data['value'] = {'email_from': address and address.email or False ,
'phone': address and address.phone or False}
if 'phone' not in self._columns:
del data['value']['phone']
data['value'] = {'partner_name': address and address.name or False,
'email_from': address and address.email or False,
'phone': address and address.phone or False,
'street': address and address.street or False,
'street2': address and address.street2 or False,
'city': address and address.city or False,
'state_id': address.state_id and address.state_id.id or False,
'zip': address and address.zip or False,
'country_id': address.country_id and address.country_id.id or False,
}
fields = self.fields_get(cr, uid, context=context or {})
for key in data['value'].keys():
if key not in fields:
del data['value'][key]
return data
def onchange_partner_id(self, cr, uid, ids, part, email=False):

View File

@ -92,9 +92,10 @@ class crm_case_stage(osv.osv):
_defaults = {
'sequence': lambda *args: 1,
'probability': lambda *args: 0.0,
'state': 'draft',
'state': 'open',
'fold': False,
'type': 'both',
'case_default': True,
}
class crm_case_section(osv.osv):

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@ -104,56 +104,55 @@
<field name="arch" type="xml">
<form string="Phone Call" version="7.0">
<header>
<button name="case_close" string="Held" type="object" class="oe_highlight"
<button name="case_close" string="Call Done" type="object" class="oe_highlight"
states="open,pending"/>
<button name="case_reset" string="Reset to Todo" type="object"
states="cancel"/>
<button string="Convert to Opportunity"
name="%(phonecall2opportunity_act)d"
type="action"
attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state','!=', 'open')]}"/>
<button string="Convert to Opportunity" class="oe_highlight"
name="%(phonecall2opportunity_act)d"
type="action"
attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state','!=', 'done')]}"/>
<button string="Schedule Other Call"
name="%(phonecall_to_phonecall_act)d"
type="action"/>
<button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
<button name="case_cancel" string="Cancel" type="object"
states="draft,open,pending"/>
<field name="state" widget="statusbar" nolabel="1" statusbar_visible="open,done"/>
</header>
<sheet string="Phone Call">
<div class="oe_title">
<div class="oe_edit_only">
<label for="name" string="Title"/>
</div>
<h1><field name="name" required="1"/></h1>
<div class="oe_edit_only">
<label for="partner_phone" string="Phone"/>
</div>
<h2><field name="partner_phone"/></h2>
</div>
<group col="4">
<field name="date"/>
<field name="user_id"/>
<field name="duration" widget="float_time"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
<field name="categ_id" widget="selection"
domain="[('object_id.model', '=', 'crm.phonecall')]"/>
<field name="partner_mobile"/>
<field name="priority"/>
<field name="opportunity_id"/>
</group>
<sheet string="Phone Call">
<div class="oe_right">
<button string="Convert to Opportunity"
name="%(phonecall2opportunity_act)d"
type="action"
attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"/>
<button string="Schedule Other Call"
name="%(phonecall_to_phonecall_act)d"
type="action"/>
<button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
</div>
<div class="oe_title">
<div class="oe_edit_only">
<label for="name" string="Title"/>
</div>
<h1><field name="name" required="1"/></h1>
<div class="oe_edit_only">
<label for="partner_phone" string="Phone"/>
</div>
<h2><field name="partner_phone"/></h2>
</div>
<group col="4">
<field name="date"/>
<field name="user_id"/>
<field name="duration" widget="float_time"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
<field name="categ_id" widget="selection"
domain="[('object_id.model', '=', 'crm.phonecall')]"/>
<field name="partner_mobile"/>
<field name="priority"/>
<field name="opportunity_id"/>
</group>
<field name="description" placeholder="Description..."/>
</sheet>
<div class="oe_chatter">
<field name="message_ids" widget="mail_thread"/>
<field name="message_follower_ids" widget="mail_followers"/>
</div>
<field name="description" placeholder="Description..."/>
</sheet>
<div class="oe_chatter">
<field name="message_ids" widget="mail_thread"/>
<field name="message_follower_ids" widget="mail_followers"/>
</div>
</form>
</field>
</record>

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@ -130,10 +130,10 @@
<field name="arch" type="xml">
<xpath expr="//div[@name='buttons']" position="inside">
<button type="action"
string="Schedule a Meeting"
string="Meetings"
name="%(base_calendar.action_crm_meeting)d"
context="{'search_default_partner_ids': active_id, 'default_partner_ids' : [active_id]}"/>
<button type="action" string="Schedule a Call"
<button type="action" string="Calls"
name="%(crm.crm_case_categ_phone_create_partner)d"
context="{'search_default_partner_id': active_id, 'default_duration': 1.0}" />
<button type="action" string="Opportunities" attrs="{'invisible': [('customer', '=', False)]}"

View File

@ -444,11 +444,9 @@ class sugar_import(import_framework):
import Tasks
"""
task_state = {
'Completed' : 'done',
'Completed' : 'open',
'Not Started':'draft',
'In Progress': 'open',
'Pending Input': 'draft',
'deferred': 'cancel'
}
def import_task(self, val):