Improve historyze of cases
bzr revid: ced-18275b4f33a55553164edd0c9bcb9dd627adec4c
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021604879e
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@ -244,12 +244,12 @@ class crm_case(osv.osv):
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_name = "crm.case"
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_description = "Case"
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_columns = {
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'id': fields.integer('Case ID', readonly=True),
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'name': fields.char('Case Description',size=64, required=True),
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'id': fields.integer('ID', readonly=True),
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'name': fields.char('Description',size=64, required=True),
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'priority': fields.selection(AVAILABLE_PRIORITIES, 'Priority'),
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'active': fields.boolean('Active'),
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'description': fields.text('Your action'),
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'section_id': fields.many2one('crm.case.section', 'Case Section', required=True, select=True),
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'section_id': fields.many2one('crm.case.section', 'Section', required=True, select=True),
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'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id)]"),
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'planned_revenue': fields.float('Planned Revenue'),
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'planned_cost': fields.float('Planned Costs'),
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@ -261,9 +261,9 @@ class crm_case(osv.osv):
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'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', domain="[('partner_id','=',partner_id)]"),
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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('Date Created'),
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'date_deadline': fields.date('Date Deadline'),
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'date_closed': fields.datetime('Date Closed', readonly=True),
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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_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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'history_line': fields.one2many('crm.case.history', 'case_id', 'Communication'),
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@ -272,8 +272,8 @@ class crm_case(osv.osv):
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'ref' : fields.reference('Reference', selection=_links_get, size=128),
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'ref2' : fields.reference('Reference 2', selection=_links_get, size=128),
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'date_action_last': fields.datetime('Date Last Action', readonly=1),
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'date_action_next': fields.datetime('Date Next Action', readonly=1),
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'date_action_last': fields.datetime('Last Action', readonly=1),
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'date_action_next': fields.datetime('Next Action', readonly=1),
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}
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_defaults = {
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'active': lambda *a: 1,
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@ -281,6 +281,7 @@ class crm_case(osv.osv):
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'state': lambda *a: 'draft',
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'priority': lambda *a: AVAILABLE_PRIORITIES[2][0],
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'date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
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'create_date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
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}
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_order = 'priority, date_deadline desc, id desc'
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@ -434,7 +435,7 @@ class crm_case(osv.osv):
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'case_id': case.id
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}
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obj = self.pool.get('crm.case.log')
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if history:
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if history and case.description:
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obj = self.pool.get('crm.case.history')
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data['description'] = case.description
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data['email'] = email or \
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@ -612,7 +613,7 @@ class crm_case_log(osv.osv):
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_description = "Case communication history"
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_order = "id desc"
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_columns = {
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'name': fields.char('Name', size=64),
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'name': fields.char('Action', size=64),
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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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'canal_id': fields.many2one('res.partner.canal', 'Channel'),
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@ -1,6 +1,11 @@
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<?xml version="1.0"?>
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<terp>
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<data>
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<report string="Business Opportunities" model="crm.case" name="crm.case" auto="False"/>
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<report
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string="Business Opportunities"
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model="crm.case"
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name="crm.case"
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auto="False"
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menu="False"/>
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</data>
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</terp>
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@ -266,24 +266,24 @@
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<field name="arch" type="xml">
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<form string="Cases">
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<notebook>
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<page string="General Information">
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<field name="name" select="1"/>
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<field name="section_id"/>
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<page string="General">
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<group col="8" colspan="4">
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<field name="name" select="1" colspan="4"/>
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<field name="section_id" colspan="3"/>
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<field name="date" select="1"/>
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<field name="priority"/>
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<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)"/>
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<field name="partner_address_id" select="2" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
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<field name="date_deadline" select="2"/>
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<field name="priority" colspan="3"/>
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<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="4"/>
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<field name="partner_address_id" select="2" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="3"/>
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<newline/>
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<field name="email_from" select="2" colspan="3"/>
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<button name="remind_partner" string="Send Reminder" states="open,pending" type="object"/>
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<field name="user_id" select="1"/>
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<group col="2" colspan="2">
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<button name="remind_user" string="Send Reminder" states="open,pending" type="object"/>
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</group>
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<field name="email_from" select="2"/>
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<group col="2" colspan="2">
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<button name="remind_partner" string="Send Reminder" states="open,pending" type="object"/>
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<button name="remind_user" string="Send Reminder" states="open,pending" type="object"/>
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</group>
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<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
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<form string="Communication">
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<field name="history_line" colspan="4" nolabel="1" mode="tree,form">
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<form string="Communication history">
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<group col="6" colspan="4">
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<field name="date" select="1"/>
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<field name="email" select="1"/>
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@ -292,16 +292,24 @@
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<newline/>
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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="email"/>
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<field name="date"/>
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<field name="description"/>
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</tree>
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</field>
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<separator colspan="4"/>
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<field name="canal_id"/>
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<field name="som" select="2"/>
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<field name="description" colspan="4" select="2" nolabel="1"/>
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<field name="date_deadline" select="2"/>
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<label colspan="2"/>
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<group col="2" colspan="2">
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<button name="case_log_reply" string="Send" states="open" type="object"/>
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<button name="case_log_reply" string="Send Partner & Historize" states="open" type="object"/>
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<button name="case_log" string="Historize" states="open" type="object"/>
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</group>
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<field name="state" select="1"/>
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<group col="6" colspan="2">
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<button name="case_close" string="Close" states="open,draft,pending" type="object"/>
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<button name="case_open" string="Open" states="draft,pending" type="object"/>
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@ -310,25 +318,26 @@
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<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"/>
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"/>
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</group>
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</page><page string="References">
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</page>
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<page string="Extra Info">
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<field name="id" select="1"/>
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<field name="categ_id" select="2" on_change="onchange_categ_id(categ_id)"/>
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<field name="date_closed"/>
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<field name="active" select="2"/>
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<field name="ref" colspan="4"/>
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<field name="ref2" colspan="4"/>
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<field name="som" select="2"/>
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<field name="canal_id"/>
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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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<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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<field name="date_action_last"/>
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<field name="date_action_next"/>
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<separator colspan="4" string="Estimates"/>
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<field name="planned_revenue"/>
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<field name="planned_cost"/>
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<field name="probability"/>
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<newline/>
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<field name="date_action_last"/>
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<field name="date_action_next"/>
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<field name="email_cc" colspan="4"/>
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<field name="email_last" colspan="4"/>
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</page><page string="History">
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<separator colspan="4" string="References"/>
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<field name="ref" colspan="4"/>
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<field name="ref2" colspan="4"/>
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</page>
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<page string="History">
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<field name="log_ids" nolabel="1" colspan="4">
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<form string="Actions">
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<separator string="Action Information" colspan="4"/>
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