[MERGE] merged with main trunk
bzr revid: qdp-launchpad@openerp.com-20111205150819-tuzcw6v25wp2aq9r
This commit is contained in:
commit
bd724f43b4
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@ -142,7 +142,6 @@ module named account_voucher.
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'test/account_change_currency.yml',
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'test/chart_of_account.yml',
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'test/account_period_close.yml',
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'test/account_fiscalyear_close_state.yml',
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'test/account_use_model.yml',
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'test/account_validate_account_move.yml',
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'test/account_fiscalyear_close.yml',
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@ -150,6 +149,7 @@ module named account_voucher.
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'test/account_cash_statement.yml',
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'test/test_edi_invoice.yml',
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'test/account_report.yml',
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'test/account_fiscalyear_close_state.yml', #last test, as it will definitively close the demo fiscalyear
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],
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'installable': True,
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'active': False,
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@ -881,7 +881,7 @@ class account_fiscalyear(osv.osv):
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for fy in self.browse(cr, uid, ids, context=context):
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ds = datetime.strptime(fy.date_start, '%Y-%m-%d')
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period_obj.create(cr, uid, {
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'name': _('Opening Period'),
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'name': "%s %s" % (_('Opening Period'), ds.strftime('%Y')),
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'code': ds.strftime('00/%Y'),
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'date_start': ds,
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'date_stop': ds,
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@ -30,10 +30,12 @@ class account_bank_statement(osv.osv):
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def create(self, cr, uid, vals, context=None):
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seq = 0
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if 'line_ids' in vals:
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new_line_ids = []
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for line in vals['line_ids']:
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seq += 1
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line[2]['sequence'] = seq
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vals[seq - 1] = line
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new_line_ids += tuple(line)
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vals['line_ids'] = new_line_ids
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return super(account_bank_statement, self).create(cr, uid, vals, context=context)
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def write(self, cr, uid, ids, vals, context=None):
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@ -207,7 +207,7 @@ class account_invoice(osv.osv):
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help=' * The \'Draft\' state is used when a user is encoding a new and unconfirmed Invoice. \
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\n* The \'Pro-forma\' when invoice is in Pro-forma state,invoice does not have an invoice number. \
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\n* The \'Open\' state is used when user create invoice,a invoice number is generated.Its in open state till user does not pay invoice. \
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\n* The \'Paid\' state is set automatically when invoice is paid.\
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\n* The \'Paid\' state is set automatically when the invoice is paid. Its related journal entries may or may not be reconciled. \
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\n* The \'Cancelled\' state is used when user cancel invoice.'),
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'date_invoice': fields.date('Invoice Date', readonly=True, states={'draft':[('readonly',False)]}, select=True, help="Keep empty to use the current date"),
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'date_due': fields.date('Due Date', states={'paid':[('readonly',True)], 'open':[('readonly',True)], 'close':[('readonly',True)]}, select=True,
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@ -257,7 +257,7 @@ class account_invoice(osv.osv):
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'account.invoice': (lambda self, cr, uid, ids, c={}: ids, None, 50), # Check if we can remove ?
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'account.move.line': (_get_invoice_from_line, None, 50),
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'account.move.reconcile': (_get_invoice_from_reconcile, None, 50),
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}, help="The Journal Entry of the invoice have been totally reconciled with one or several Journal Entries of payment."),
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}, help="It indicates that the invoice has been paid and the journal entry of the invoice has been reconciled with one or several journal entries of payment."),
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'partner_bank_id': fields.many2one('res.partner.bank', 'Bank Account',
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help='Bank Account Number, Company bank account if Invoice is customer or supplier refund, otherwise Partner bank account number.', readonly=True, states={'draft':[('readonly',False)]}),
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'move_lines':fields.function(_get_lines, type='many2many', relation='account.move.line', string='Entry Lines'),
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File diff suppressed because it is too large
Load Diff
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@ -103,6 +103,7 @@
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<field name="type">normal</field>
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<field name="state">open</field>
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<field name="partner_id" ref="base.res_partner_seagate"/>
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<field name="contact_id" ref="base.res_partner_address_seagate"/>
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</record>
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<record id="analytic_seagate_p2" model="account.analytic.account">
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<field name="name">Seagate P2</field>
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@ -111,6 +112,7 @@
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<field name="parent_id" ref="analytic_integration"/>
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<field name="state">open</field>
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<field name="partner_id" ref="base.res_partner_seagate"/>
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<field name="contact_id" ref="base.res_partner_address_seagate"/>
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</record>
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<record id="analytic_magasin_bml_1" model="account.analytic.account">
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<field name="name">Magasin BML 1</field>
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@ -118,6 +120,7 @@
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<field name="parent_id" ref="analytic_integration"/>
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<field name="type">normal</field>
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<field name="partner_id" ref="base.res_partner_15"/>
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<field name="contact_id" ref="base.res_partner_address_14"/>
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</record>
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<record id="analytic_integration_c2c" model="account.analytic.account">
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<field name="name">CampToCamp</field>
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@ -127,6 +130,7 @@
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<field eval="time.strftime('%Y-12-31')" name="date"/>
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<field name="parent_id" ref="analytic_integration"/>
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<field name="partner_id" ref="base.res_partner_c2c"/>
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<field name="contact_id" ref="base.res_partner_address_Camptocamp"/>
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<field name="state">open</field>
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</record>
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<record id="analytic_agrolait" model="account.analytic.account">
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@ -135,13 +139,15 @@
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<field name="parent_id" ref="analytic_customers"/>
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<field name="type">normal</field>
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<field name="partner_id" ref="base.res_partner_agrolait"/>
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<field name="contact_id" ref="base.res_partner_address_8"/>
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</record>
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<record id="analytic_asustek" model="account.analytic.account">
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<field name="name">Asustek</field>
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<field name="code">4</field>
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<field name="type">normal</field>
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<field name="parent_id" ref="analytic_customers"/>
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<field name="parent_id" ref="analytic_customers"/>
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<field name="partner_id" ref="base.res_partner_asus"/>
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<field name="contact_id" ref="base.res_partner_address_tang"/>
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</record>
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<record id="analytic_distripc" model="account.analytic.account">
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<field name="name">DistriPC</field>
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@ -149,6 +155,7 @@
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<field name="parent_id" ref="analytic_customers"/>
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<field name="type">normal</field>
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<field name="partner_id" ref="base.res_partner_4"/>
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<field name="contact_id" ref="base.res_partner_address_7"/>
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</record>
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<record id="analytic_sednacom" model="account.analytic.account">
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<field name="name">Sednacom</field>
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@ -158,6 +165,7 @@
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<field name="parent_id" ref="analytic_partners"/>
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<field name="type">normal</field>
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<field name="partner_id" ref="base.res_partner_sednacom"/>
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<field name="contact_id" ref="base.res_partner_address_11"/>
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<field name="state">open</field>
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</record>
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<record id="analytic_thymbra" model="account.analytic.account">
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@ -168,6 +176,7 @@
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<field name="type">normal</field>
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<field name="parent_id" ref="analytic_partners"/>
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<field name="partner_id" ref="base.res_partner_thymbra"/>
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<field name="contact_id" ref="base.res_partner_address_thymbra"/>
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<field name="state">open</field>
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</record>
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<record id="analytic_leclerc" model="account.analytic.account">
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@ -178,6 +187,7 @@
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<field name="type">normal</field>
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<field name="parent_id" ref="analytic_partners"/>
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<field name="partner_id" ref="base.res_partner_11"/>
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<field name="contact_id" ref="base.res_partner_address_15"/>
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</record>
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<record id="analytic_desertic_hispafuentes" model="account.analytic.account">
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<field name="name">Desertic - Hispafuentes</field>
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@ -187,6 +197,7 @@
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<field name="type">normal</field>
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<field name="parent_id" ref="analytic_partners"/>
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<field name="partner_id" ref="base.res_partner_desertic_hispafuentes"/>
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<field name="contact_id" ref="base.res_partner_address_3000"/>
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</record>
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<record id="analytic_tiny_at_work" model="account.analytic.account">
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<field name="name">OpenERP SA AT Work</field>
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@ -194,6 +205,7 @@
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<field name="type">normal</field>
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<field name="parent_id" ref="analytic_partners"/>
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<field name="partner_id" ref="base.res_partner_tinyatwork"/>
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<field name="contact_id" ref="base.res_partner_address_tinyatwork"/>
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</record>
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<record id="analytic_partners_camp_to_camp" model="account.analytic.account">
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<field name="name">Camp to Camp</field>
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@ -203,6 +215,7 @@
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<field name="type">normal</field>
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<field name="parent_id" ref="analytic_partners"/>
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<field name="partner_id" ref="base.res_partner_c2c"/>
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<field name="contact_id" ref="base.res_partner_address_Camptocamp"/>
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<field name="state">open</field>
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</record>
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<record id="analytic_project_2_support" model="account.analytic.account">
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@ -8,11 +8,10 @@
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<field name="type">tree</field>
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<field eval="8" name="priority"/>
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<field name="arch" type="xml">
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<tree toolbar="1" colors="red:(date<current_date);black:(date>=current_date);black:(date==False)" string="Analytic Accounts">
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<tree toolbar="1" colors="red:state=='pending';grey:state=='done';blue:type=='view'" string="Analytic Accounts">
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<field name="code"/>
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<field name="complete_name"/>
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<field name="quantity"/>
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<field name="quantity_max"/>
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<field name="date"/>
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<field name="user_id" invisible="1"/>
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<field name="parent_id" invisible="1"/>
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@ -57,11 +56,10 @@
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<field name="type">tree</field>
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<field name="field_parent">child_complete_ids</field>
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<field name="arch" type="xml">
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<tree colors="blue:type == 'view';red:(date<current_date);black:(date>=current_date);black:(date==False)" string="Analytic account" toolbar="1">
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<tree colors="red:state=='pending';grey:state=='done';blue:type=='view'" string="Analytic account" toolbar="1">
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<field name="name"/>
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<field name="code"/>
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<field name="quantity"/>
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<field name="quantity_max"/>
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<field name="debit"/>
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<field name="credit"/>
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<field name="balance"/>
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@ -85,7 +83,7 @@
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<group colspan="4" col="6">
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<field name="name" select="1" colspan="4"/>
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<field name="code" select="1"/>
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<field name="parent_id" on_change="on_change_parent(parent_id)" groups="base.group_extended" domain="[('type','=','view')]"/>
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<field name="parent_id" on_change="on_change_parent(parent_id)" groups="base.group_extended"/>
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<field name="company_id" on_change="on_change_company(company_id)" select="2" widget="selection" groups="base.group_multi_company" attrs="{'required': [('type','<>','view')]}"/>
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<field name="type" select="2"/>
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</group>
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@ -194,7 +192,7 @@
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<field name="journal_id" invisible="context.get('to_invoice', False)"/>
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<field name="amount" sum="Total" invisible="context.get('to_invoice', False)"/>
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<field name="product_id" on_change="on_change_unit_amount(product_id, unit_amount, company_id, product_uom_id, journal_id)" invisible="not context.get('to_invoice', False)"/>
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<field name="unit_amount" on_change="on_change_unit_amount(product_id, unit_amount, company_id, product_uom_id)" sum="Total Quantity" invisible="not context.get('to_invoice', False)"/>
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<field name="unit_amount" on_change="on_change_unit_amount(product_id, unit_amount, company_id, product_uom_id)" sum="Total Quantity"/>
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<field name="product_uom_id" on_change="on_change_unit_amount(product_id, unit_amount, company_id, product_uom_id)" invisible="not context.get('to_invoice', False)"/>
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<field domain="[('type','=','normal')]" name="account_id"/>
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<field name="general_account_id" invisible="context.get('to_invoice', False)"/>
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|
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@ -162,11 +162,7 @@
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</td>
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<td>
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<para style="terp_default_8">[[ (o.partner_id and o.partner_id.title and o.partner_id.title.name) or '' ]] [[ (o.partner_id and o.partner_id.name) or '' ]]</para>
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<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.street) or '' ]]</para>
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<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.street2) or removeParentNode('para') ]]</para>
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<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.zip) or '' ]] [[ (o.address_invoice_id and o.address_invoice_id.city) or '' ]]</para>
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<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.state_id and o.address_invoice_id.state_id.name) or removeParentNode('para') ]]</para>
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<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.country_id and o.address_invoice_id.country_id.name) or '' ]]</para>
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<para style="terp_default_8">[[ display_address(o.address_invoice_id) ]]</para>
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<para style="terp_default_8">
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<font color="white"> </font>
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</para>
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|
|
|
@ -49,13 +49,6 @@
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<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
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</record>
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|
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<record id="analytic_journal_comp_rule_false" model="ir.rule">
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<field name="name">Analytic journal multi-company</field>
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<field model="ir.model" name="model_id" ref="model_account_analytic_journal"/>
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<field eval="True" name="global"/>
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<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
|
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</record>
|
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|
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<record id="period_comp_rule" model="ir.rule">
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<field name="name">Period multi-company</field>
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<field model="ir.model" name="model_id" ref="model_account_period"/>
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|
|
|
@ -1,31 +1,8 @@
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|
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-
|
||||
In order to check the Close a Fiscal Year wizard in OpenERP I first create a Fiscalyear
|
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-
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!record {model: account.fiscalyear, id: account_fiscalyear_fiscalyear0}:
|
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code: !eval "'FY%s'% (datetime.now().year+1)"
|
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company_id: base.main_company
|
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date_start: !eval "'%s-01-01' %(datetime.now().year+1)"
|
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date_stop: !eval "'%s-12-31' %(datetime.now().year+1)"
|
||||
name: !eval "'Fiscal Year %s' %(datetime.now().year+1)"
|
||||
-
|
||||
I create monthly Periods for this fiscalyear
|
||||
-
|
||||
!python {model: account.fiscalyear}: |
|
||||
self.create_period(cr, uid, [ref("account_fiscalyear_fiscalyear0")], {"lang":
|
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'en_US', "active_model": "ir.ui.menu", "active_ids": [ref("account.menu_action_account_fiscalyear_form")],
|
||||
"tz": False, "active_id": ref("account.menu_action_account_fiscalyear_form"),
|
||||
})
|
||||
-
|
||||
I check that the fiscalyear state is "Draft"
|
||||
-
|
||||
!assert {model: account.fiscalyear, id: account_fiscalyear_fiscalyear0, string: Fiscal Year is in Draft state}:
|
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- state == 'draft'
|
||||
-
|
||||
I run the Close a Fiscalyear wizard to close this fiscalyear
|
||||
I run the Close a Fiscalyear wizard to close the demo fiscalyear
|
||||
-
|
||||
!record {model: account.fiscalyear.close.state, id: account_fiscalyear_close_state_0}:
|
||||
fy_id: account_fiscalyear_fiscalyear0
|
||||
fy_id: data_fiscalyear
|
||||
-
|
||||
I clicked on Close States Button to close fiscalyear
|
||||
|
||||
|
@ -37,9 +14,6 @@
|
|||
-
|
||||
I check that the fiscalyear state is now "Done"
|
||||
-
|
||||
!assert {model: account.fiscalyear, id: account_fiscalyear_fiscalyear0, string: Fiscal Year is in Done state}:
|
||||
!assert {model: account.fiscalyear, id: data_fiscalyear, string: Fiscal Year is in Done state}:
|
||||
- state == 'done'
|
||||
|
||||
|
||||
|
||||
|
||||
|
|
|
@ -406,25 +406,25 @@ class account_analytic_account(osv.osv):
|
|||
'ca_theorical': fields.function(_analysis_all, multi='analytic_analysis', type='float', string='Theoretical Revenue',
|
||||
help="Based on the costs you had on the project, what would have been the revenue if all these costs have been invoiced at the normal sale price provided by the pricelist.",
|
||||
digits_compute=dp.get_precision('Account')),
|
||||
'hours_quantity': fields.function(_analysis_all, multi='analytic_analysis', type='float', string='Hours Tot',
|
||||
help="Number of hours you spent on the analytic account (from timesheet). It computes on all journal of type 'general'."),
|
||||
'hours_quantity': fields.function(_analysis_all, multi='analytic_analysis', type='float', string='Total Duration',
|
||||
help="Number of time you spent on the analytic account (from timesheet). It computes quantities on all journal of type 'general'."),
|
||||
'last_invoice_date': fields.function(_analysis_all, multi='analytic_analysis', type='date', string='Last Invoice Date',
|
||||
help="If invoice from the costs, this is the date of the latest invoiced."),
|
||||
'last_worked_invoiced_date': fields.function(_analysis_all, multi='analytic_analysis', type='date', string='Date of Last Invoiced Cost',
|
||||
help="If invoice from the costs, this is the date of the latest work or cost that have been invoiced."),
|
||||
'last_worked_date': fields.function(_analysis_all, multi='analytic_analysis', type='date', string='Date of Last Cost/Work',
|
||||
help="Date of the latest work done on this account."),
|
||||
'hours_qtt_non_invoiced': fields.function(_analysis_all, multi='analytic_analysis', type='float', string='Uninvoiced Hours',
|
||||
help="Number of hours (from journal of type 'general') that can be invoiced if you invoice based on analytic account."),
|
||||
'hours_qtt_invoiced': fields.function(_hours_qtt_invoiced_calc, type='float', string='Invoiced Hours',
|
||||
help="Number of hours that can be invoiced plus those that already have been invoiced."),
|
||||
'remaining_hours': fields.function(_remaining_hours_calc, type='float', string='Remaining Hours',
|
||||
help="Computed using the formula: Maximum Quantity - Hours Tot."),
|
||||
'hours_qtt_non_invoiced': fields.function(_analysis_all, multi='analytic_analysis', type='float', string='Uninvoiced Time',
|
||||
help="Number of time (hours/days) (from journal of type 'general') that can be invoiced if you invoice based on analytic account."),
|
||||
'hours_qtt_invoiced': fields.function(_hours_qtt_invoiced_calc, type='float', string='Invoiced Time',
|
||||
help="Number of time (hours/days) that can be invoiced plus those that already have been invoiced."),
|
||||
'remaining_hours': fields.function(_remaining_hours_calc, type='float', string='Remaining Time',
|
||||
help="Computed using the formula: Maximum Duration - Total Time"),
|
||||
'remaining_ca': fields.function(_remaining_ca_calc, type='float', string='Remaining Revenue',
|
||||
help="Computed using the formula: Max Invoice Price - Invoiced Amount.",
|
||||
digits_compute=dp.get_precision('Account')),
|
||||
'revenue_per_hour': fields.function(_revenue_per_hour_calc, type='float', string='Revenue per Hours (real)',
|
||||
help="Computed using the formula: Invoiced Amount / Hours Tot.",
|
||||
'revenue_per_hour': fields.function(_revenue_per_hour_calc, type='float', string='Revenue per Time (real)',
|
||||
help="Computed using the formula: Invoiced Amount / Total Duration",
|
||||
digits_compute=dp.get_precision('Account')),
|
||||
'real_margin': fields.function(_real_margin_calc, type='float', string='Real Margin',
|
||||
help="Computed using the formula: Invoiced Amount - Total Costs.",
|
||||
|
|
|
@ -117,8 +117,8 @@
|
|||
<field eval="20" name="priority"/>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Analytic accounts">
|
||||
<field name="code"/>
|
||||
<field name="complete_name"/>
|
||||
<field name="code"/>
|
||||
<field name="hours_qtt_non_invoiced"/>
|
||||
<field name="remaining_hours"/>
|
||||
<field name="ca_to_invoice"/>
|
||||
|
|
|
@ -8,31 +8,31 @@ msgstr ""
|
|||
"Project-Id-Version: openobject-addons\n"
|
||||
"Report-Msgid-Bugs-To: FULL NAME <EMAIL@ADDRESS>\n"
|
||||
"POT-Creation-Date: 2009-11-24 12:54+0000\n"
|
||||
"PO-Revision-Date: 2011-07-12 12:04+0000\n"
|
||||
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
|
||||
"PO-Revision-Date: 2011-11-29 08:00+0000\n"
|
||||
"Last-Translator: Ferdinand @ Camptocamp <Unknown>\n"
|
||||
"Language-Team: German <de@li.org>\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: 8bit\n"
|
||||
"X-Launchpad-Export-Date: 2011-11-05 05:57+0000\n"
|
||||
"X-Generator: Launchpad (build 14231)\n"
|
||||
"X-Launchpad-Export-Date: 2011-11-30 05:27+0000\n"
|
||||
"X-Generator: Launchpad (build 14404)\n"
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.actions.act_window,name:account_asset.action_account_asset_asset_list_normal
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_asset_list_normal
|
||||
msgid "Open Assets"
|
||||
msgstr ""
|
||||
msgstr "Anlage (Entwurf)"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,method_end:0
|
||||
#: field:account.asset.property.history,method_end:0
|
||||
msgid "Ending date"
|
||||
msgstr ""
|
||||
msgstr "Ende Datum"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Depreciation board"
|
||||
msgstr ""
|
||||
msgstr "Abschreibungs-Tableau"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
|
@ -45,61 +45,61 @@ msgstr ""
|
|||
#: model:ir.model,name:account_asset.model_account_asset_asset
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_asset_form
|
||||
msgid "Asset"
|
||||
msgstr ""
|
||||
msgstr "Anlagegüter"
|
||||
|
||||
#. module: account_asset
|
||||
#: constraint:ir.actions.act_window:0
|
||||
msgid "Invalid model name in the action definition."
|
||||
msgstr ""
|
||||
msgstr "Ungültiger Modellname in der Aktionsdefinition."
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,method:0
|
||||
msgid "Linear"
|
||||
msgstr ""
|
||||
msgstr "Linear"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Change duration"
|
||||
msgstr ""
|
||||
msgstr "Verändere Lebensdauer"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,child_ids:0
|
||||
msgid "Child assets"
|
||||
msgstr ""
|
||||
msgstr "untergeordnete Anlagengüter"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.board,value_asset:0
|
||||
msgid "Asset Value"
|
||||
msgstr ""
|
||||
msgstr "Anlagenwert"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_field:account.asset.modify,init,name:0
|
||||
msgid "Reason"
|
||||
msgstr ""
|
||||
msgstr "Begründung"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
#: field:account.asset.asset,entry_ids:0
|
||||
#: wizard_field:account.asset.compute,asset_compute,move_ids:0
|
||||
msgid "Entries"
|
||||
msgstr ""
|
||||
msgstr "Buchungen"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.compute,asset_compute:0
|
||||
msgid "Generated entries"
|
||||
msgstr ""
|
||||
msgstr "erzeugte Buchungen"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_field:account.asset.modify,init,method_delay:0
|
||||
#: field:account.asset.property,method_delay:0
|
||||
#: field:account.asset.property.history,method_delay:0
|
||||
msgid "Number of interval"
|
||||
msgstr ""
|
||||
msgstr "Anzahl der Intervalle"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_button:account.asset.compute,asset_compute,asset_open:0
|
||||
msgid "Open entries"
|
||||
msgstr ""
|
||||
msgstr "offene Buchungen"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
|
@ -108,102 +108,102 @@ msgstr ""
|
|||
#: model:ir.ui.menu,name:account_asset.menu_finance_Assets
|
||||
#: model:ir.ui.menu,name:account_asset.menu_finance_config_Assets
|
||||
msgid "Assets"
|
||||
msgstr ""
|
||||
msgstr "Anlagegüter"
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,method:0
|
||||
msgid "Progressive"
|
||||
msgstr ""
|
||||
msgstr "Progressiv"
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.actions.act_window,name:account_asset.action_account_asset_asset_list_draft
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_asset_list_draft
|
||||
msgid "Draft Assets"
|
||||
msgstr ""
|
||||
msgstr "Anlagegüter (Entwurf)"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.modify,init:0
|
||||
#: wizard_field:account.asset.modify,init,note:0
|
||||
#: view:account.asset.property.history:0
|
||||
msgid "Notes"
|
||||
msgstr ""
|
||||
msgstr "Bemerkungen"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Change history"
|
||||
msgstr ""
|
||||
msgstr "Bearbeitungshistorie"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Depreciation entries"
|
||||
msgstr ""
|
||||
msgstr "Abschreibungsbuchungen"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Methods"
|
||||
msgstr ""
|
||||
msgstr "Methoden"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.modify,init:0
|
||||
msgid "Asset properties to modify"
|
||||
msgstr ""
|
||||
msgstr "zu verändernde Anlagenmerkmale"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,partner_id:0
|
||||
msgid "Partner"
|
||||
msgstr ""
|
||||
msgstr "Partner"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_field:account.asset.modify,init,method_period:0
|
||||
#: field:account.asset.property,method_period:0
|
||||
#: field:account.asset.property.history,method_period:0
|
||||
msgid "Period per interval"
|
||||
msgstr ""
|
||||
msgstr "Perioden pro Intervall"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Depreciation duration"
|
||||
msgstr ""
|
||||
msgstr "Abschreibungsdauer"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,account_analytic_id:0
|
||||
msgid "Analytic account"
|
||||
msgstr ""
|
||||
msgstr "Analytisches Konto"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,state:0
|
||||
msgid "State"
|
||||
msgstr ""
|
||||
msgstr "Status"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Depreciation methods"
|
||||
msgstr ""
|
||||
msgstr "Abschreibungsmethode"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Other information"
|
||||
msgstr ""
|
||||
msgstr "Andere Informationen"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.board,value_asset_cumul:0
|
||||
msgid "Cumul. value"
|
||||
msgstr ""
|
||||
msgstr "kummulierter Betrag"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.property:0
|
||||
msgid "Assets methods"
|
||||
msgstr ""
|
||||
msgstr "Anlagen Methoden"
|
||||
|
||||
#. module: account_asset
|
||||
#: constraint:ir.ui.view:0
|
||||
msgid "Invalid XML for View Architecture!"
|
||||
msgstr ""
|
||||
msgstr "Fehlerhafter XML-Code für diese Ansicht!"
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.model,name:account_asset.model_account_asset_property
|
||||
msgid "Asset property"
|
||||
msgstr ""
|
||||
msgstr "Anlagenmerkmale"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.compute,asset_compute:0
|
||||
|
@ -212,30 +212,30 @@ msgstr ""
|
|||
#: model:ir.actions.wizard,name:account_asset.wizard_asset_compute
|
||||
#: model:ir.ui.menu,name:account_asset.menu_wizard_asset_compute
|
||||
msgid "Compute assets"
|
||||
msgstr ""
|
||||
msgstr "Berechne Anlagen"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.modify,init:0
|
||||
#: wizard_button:account.asset.modify,init,asset_modify:0
|
||||
#: model:ir.actions.wizard,name:account_asset.wizard_asset_modify
|
||||
msgid "Modify asset"
|
||||
msgstr ""
|
||||
msgstr "Verändere Anlagegut"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Confirm asset"
|
||||
msgstr ""
|
||||
msgstr "Anlagegut bestätigen"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.property.history:0
|
||||
#: model:ir.model,name:account_asset.model_account_asset_property_history
|
||||
msgid "Asset history"
|
||||
msgstr ""
|
||||
msgstr "Anlagenhistorie"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,date:0
|
||||
msgid "Date created"
|
||||
msgstr ""
|
||||
msgstr "Erstellungsdatum"
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.module.module,description:account_asset.module_meta_information
|
||||
|
@ -252,211 +252,213 @@ msgstr ""
|
|||
#: field:account.asset.board,value_gross:0
|
||||
#: field:account.asset.property,value_total:0
|
||||
msgid "Gross value"
|
||||
msgstr ""
|
||||
msgstr "Anschaffungswert"
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,method_time:0
|
||||
msgid "Ending period"
|
||||
msgstr ""
|
||||
msgstr "Periodenende"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.board,name:0
|
||||
msgid "Asset name"
|
||||
msgstr ""
|
||||
msgstr "Anlagenname"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Accounts information"
|
||||
msgstr ""
|
||||
msgstr "Konto Information"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,note:0
|
||||
#: field:account.asset.category,note:0
|
||||
#: field:account.asset.property.history,note:0
|
||||
msgid "Note"
|
||||
msgstr ""
|
||||
msgstr "Notiz"
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.asset,state:0
|
||||
#: selection:account.asset.property,state:0
|
||||
msgid "Draft"
|
||||
msgstr ""
|
||||
msgstr "Entwurf"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,type:0
|
||||
msgid "Depr. method type"
|
||||
msgstr ""
|
||||
msgstr "Abschreibungsmethode"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,account_asset_id:0
|
||||
msgid "Asset account"
|
||||
msgstr ""
|
||||
msgstr "Anlagenkonto"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property.history,asset_property_id:0
|
||||
msgid "Method"
|
||||
msgstr ""
|
||||
msgstr "Methode"
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.asset,state:0
|
||||
msgid "Normal"
|
||||
msgstr ""
|
||||
msgstr "Normal"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,method_progress_factor:0
|
||||
msgid "Progressif factor"
|
||||
msgstr ""
|
||||
msgstr "Progressionsfaktor"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,localisation:0
|
||||
msgid "Localisation"
|
||||
msgstr ""
|
||||
msgstr "Lokalisation"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,method:0
|
||||
msgid "Computation method"
|
||||
msgstr ""
|
||||
msgstr "Berechnungsmethode"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,method_time:0
|
||||
msgid "Time method"
|
||||
msgstr ""
|
||||
msgstr "Zeitmethode"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,active:0
|
||||
msgid "Active"
|
||||
msgstr ""
|
||||
msgstr "Aktiv"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property.history,user_id:0
|
||||
msgid "User"
|
||||
msgstr ""
|
||||
msgstr "Benutzer"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,property_ids:0
|
||||
msgid "Asset method name"
|
||||
msgstr ""
|
||||
msgstr "Anlagenmethoden Bezeichnung"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,date:0
|
||||
#: field:account.asset.property.history,date:0
|
||||
msgid "Date"
|
||||
msgstr ""
|
||||
msgstr "Datum"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.board,value_net:0
|
||||
msgid "Net value"
|
||||
msgstr ""
|
||||
msgstr "Netto Wert"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.close,init:0
|
||||
#: model:ir.actions.wizard,name:account_asset.wizard_asset_close
|
||||
msgid "Close asset"
|
||||
msgstr ""
|
||||
msgstr "Anlagegut schliessen"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,history_ids:0
|
||||
msgid "History"
|
||||
msgstr ""
|
||||
msgstr "Verlauf"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,account_actif_id:0
|
||||
msgid "Depreciation account"
|
||||
msgstr ""
|
||||
msgstr "AfA-Konto"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,period_id:0
|
||||
#: wizard_field:account.asset.compute,init,period_id:0
|
||||
msgid "Period"
|
||||
msgstr ""
|
||||
msgstr "Periode"
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.actions.act_window,name:account_asset.action_account_asset_category_form
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_category_form
|
||||
msgid "Asset Category"
|
||||
msgstr ""
|
||||
msgstr "Anlagenkategorie"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_button:account.asset.close,init,end:0
|
||||
#: wizard_button:account.asset.compute,init,end:0
|
||||
#: wizard_button:account.asset.modify,init,end:0
|
||||
msgid "Cancel"
|
||||
msgstr ""
|
||||
msgstr "Abbrechen"
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.asset,state:0
|
||||
#: wizard_button:account.asset.compute,asset_compute,end:0
|
||||
#: selection:account.asset.property,state:0
|
||||
msgid "Close"
|
||||
msgstr ""
|
||||
msgstr "Schließen"
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,state:0
|
||||
msgid "Open"
|
||||
msgstr ""
|
||||
msgstr "Öffnen"
|
||||
|
||||
#. module: account_asset
|
||||
#: constraint:ir.model:0
|
||||
msgid ""
|
||||
"The Object name must start with x_ and not contain any special character !"
|
||||
msgstr ""
|
||||
"Der Objektname muss mit \"x_\" beginnen und darf keine Sonderzeichen "
|
||||
"beinhalten!"
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.module.module,shortdesc:account_asset.module_meta_information
|
||||
msgid "Asset management"
|
||||
msgstr ""
|
||||
msgstr "Anlagenbuchhaltung"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.board:0
|
||||
#: field:account.asset.property,board_ids:0
|
||||
#: model:ir.model,name:account_asset.model_account_asset_board
|
||||
msgid "Asset board"
|
||||
msgstr ""
|
||||
msgstr "Anlagenspiegel"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,state:0
|
||||
msgid "Global state"
|
||||
msgstr ""
|
||||
msgstr "Globaler Status"
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,method_time:0
|
||||
msgid "Delay"
|
||||
msgstr ""
|
||||
msgstr "Verzögerung"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.close,init:0
|
||||
msgid "General information"
|
||||
msgstr ""
|
||||
msgstr "Allgemeine Informationen"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,journal_analytic_id:0
|
||||
msgid "Analytic journal"
|
||||
msgstr ""
|
||||
msgstr "analytisches Journal"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,name:0
|
||||
msgid "Method name"
|
||||
msgstr ""
|
||||
msgstr "Methodenname"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,journal_id:0
|
||||
msgid "Journal"
|
||||
msgstr ""
|
||||
msgstr "Journal"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property.history,name:0
|
||||
msgid "History name"
|
||||
msgstr ""
|
||||
msgstr "Verlauf Bezeichnung"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Close method"
|
||||
msgstr ""
|
||||
msgstr "Abschlussmethode"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,entry_asset_ids:0
|
||||
msgid "Asset Entries"
|
||||
msgstr ""
|
||||
msgstr "Anlagen"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,category_id:0
|
||||
|
@ -464,66 +466,66 @@ msgstr ""
|
|||
#: field:account.asset.category,name:0
|
||||
#: model:ir.model,name:account_asset.model_account_asset_category
|
||||
msgid "Asset category"
|
||||
msgstr ""
|
||||
msgstr "Analgenkategorie"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Depreciation"
|
||||
msgstr ""
|
||||
msgstr "Abschreibung"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,code:0
|
||||
#: field:account.asset.category,code:0
|
||||
msgid "Asset code"
|
||||
msgstr ""
|
||||
msgstr "Kurzbezeichnung"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,value_total:0
|
||||
msgid "Total value"
|
||||
msgstr ""
|
||||
msgstr "Gesamt Wert"
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.asset,state:0
|
||||
msgid "View"
|
||||
msgstr ""
|
||||
msgstr "Ansicht"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "General info"
|
||||
msgstr ""
|
||||
msgstr "Allgemeine Informationen"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,sequence:0
|
||||
msgid "Sequence"
|
||||
msgstr ""
|
||||
msgstr "Sequenz"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,value_residual:0
|
||||
msgid "Residual value"
|
||||
msgstr ""
|
||||
msgstr "Buchwert"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_button:account.asset.close,init,asset_close:0
|
||||
msgid "End of asset"
|
||||
msgstr ""
|
||||
msgstr "Ende des Anlagegutes"
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,type:0
|
||||
msgid "Direct"
|
||||
msgstr ""
|
||||
msgstr "Direkt"
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,type:0
|
||||
msgid "Indirect"
|
||||
msgstr ""
|
||||
msgstr "Indirekt"
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,parent_id:0
|
||||
msgid "Parent asset"
|
||||
msgstr ""
|
||||
msgstr "übergeordnetes Anlagegut"
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.actions.act_window,name:account_asset.action_account_asset_asset_tree
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_asset_tree
|
||||
msgid "Asset Hierarchy"
|
||||
msgstr ""
|
||||
msgstr "Anlangenhierarchie"
|
||||
|
|
|
@ -0,0 +1,529 @@
|
|||
# Spanish (Argentina) translation for openobject-addons
|
||||
# Copyright (c) 2011 Rosetta Contributors and Canonical Ltd 2011
|
||||
# This file is distributed under the same license as the openobject-addons package.
|
||||
# FIRST AUTHOR <EMAIL@ADDRESS>, 2011.
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: openobject-addons\n"
|
||||
"Report-Msgid-Bugs-To: FULL NAME <EMAIL@ADDRESS>\n"
|
||||
"POT-Creation-Date: 2009-11-24 12:54+0000\n"
|
||||
"PO-Revision-Date: 2011-11-30 23:41+0000\n"
|
||||
"Last-Translator: Gustavo Earnshaw <gustavoear@gmail.com>\n"
|
||||
"Language-Team: Spanish (Argentina) <es_AR@li.org>\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: 8bit\n"
|
||||
"X-Launchpad-Export-Date: 2011-12-02 04:47+0000\n"
|
||||
"X-Generator: Launchpad (build 14414)\n"
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.actions.act_window,name:account_asset.action_account_asset_asset_list_normal
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_asset_list_normal
|
||||
msgid "Open Assets"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,method_end:0
|
||||
#: field:account.asset.property.history,method_end:0
|
||||
msgid "Ending date"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Depreciation board"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
#: field:account.asset.asset,name:0
|
||||
#: field:account.asset.board,asset_id:0
|
||||
#: field:account.asset.property,asset_id:0
|
||||
#: field:account.invoice.line,asset_id:0
|
||||
#: field:account.move.line,asset_id:0
|
||||
#: model:ir.actions.act_window,name:account_asset.action_account_asset_asset_form
|
||||
#: model:ir.model,name:account_asset.model_account_asset_asset
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_asset_form
|
||||
msgid "Asset"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: constraint:ir.actions.act_window:0
|
||||
msgid "Invalid model name in the action definition."
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,method:0
|
||||
msgid "Linear"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Change duration"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,child_ids:0
|
||||
msgid "Child assets"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.board,value_asset:0
|
||||
msgid "Asset Value"
|
||||
msgstr "valor de activos"
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_field:account.asset.modify,init,name:0
|
||||
msgid "Reason"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
#: field:account.asset.asset,entry_ids:0
|
||||
#: wizard_field:account.asset.compute,asset_compute,move_ids:0
|
||||
msgid "Entries"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.compute,asset_compute:0
|
||||
msgid "Generated entries"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_field:account.asset.modify,init,method_delay:0
|
||||
#: field:account.asset.property,method_delay:0
|
||||
#: field:account.asset.property.history,method_delay:0
|
||||
msgid "Number of interval"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_button:account.asset.compute,asset_compute,asset_open:0
|
||||
msgid "Open entries"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
#: model:ir.actions.act_window,name:account_asset.action_account_asset_asset_list
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_asset_list
|
||||
#: model:ir.ui.menu,name:account_asset.menu_finance_Assets
|
||||
#: model:ir.ui.menu,name:account_asset.menu_finance_config_Assets
|
||||
msgid "Assets"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,method:0
|
||||
msgid "Progressive"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.actions.act_window,name:account_asset.action_account_asset_asset_list_draft
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_asset_list_draft
|
||||
msgid "Draft Assets"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.modify,init:0
|
||||
#: wizard_field:account.asset.modify,init,note:0
|
||||
#: view:account.asset.property.history:0
|
||||
msgid "Notes"
|
||||
msgstr "Notas"
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Change history"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Depreciation entries"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Methods"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.modify,init:0
|
||||
msgid "Asset properties to modify"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,partner_id:0
|
||||
msgid "Partner"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_field:account.asset.modify,init,method_period:0
|
||||
#: field:account.asset.property,method_period:0
|
||||
#: field:account.asset.property.history,method_period:0
|
||||
msgid "Period per interval"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Depreciation duration"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,account_analytic_id:0
|
||||
msgid "Analytic account"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,state:0
|
||||
msgid "State"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Depreciation methods"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Other information"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.board,value_asset_cumul:0
|
||||
msgid "Cumul. value"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.property:0
|
||||
msgid "Assets methods"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: constraint:ir.ui.view:0
|
||||
msgid "Invalid XML for View Architecture!"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.model,name:account_asset.model_account_asset_property
|
||||
msgid "Asset property"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.compute,asset_compute:0
|
||||
#: wizard_view:account.asset.compute,init:0
|
||||
#: wizard_button:account.asset.compute,init,asset_compute:0
|
||||
#: model:ir.actions.wizard,name:account_asset.wizard_asset_compute
|
||||
#: model:ir.ui.menu,name:account_asset.menu_wizard_asset_compute
|
||||
msgid "Compute assets"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.modify,init:0
|
||||
#: wizard_button:account.asset.modify,init,asset_modify:0
|
||||
#: model:ir.actions.wizard,name:account_asset.wizard_asset_modify
|
||||
msgid "Modify asset"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Confirm asset"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.property.history:0
|
||||
#: model:ir.model,name:account_asset.model_account_asset_property_history
|
||||
msgid "Asset history"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,date:0
|
||||
msgid "Date created"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.module.module,description:account_asset.module_meta_information
|
||||
msgid ""
|
||||
"Financial and accounting asset management.\n"
|
||||
" Allows to define\n"
|
||||
" * Asset category. \n"
|
||||
" * Assets.\n"
|
||||
" *Asset usage period and property.\n"
|
||||
" "
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.board,value_gross:0
|
||||
#: field:account.asset.property,value_total:0
|
||||
msgid "Gross value"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,method_time:0
|
||||
msgid "Ending period"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.board,name:0
|
||||
msgid "Asset name"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Accounts information"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,note:0
|
||||
#: field:account.asset.category,note:0
|
||||
#: field:account.asset.property.history,note:0
|
||||
msgid "Note"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.asset,state:0
|
||||
#: selection:account.asset.property,state:0
|
||||
msgid "Draft"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,type:0
|
||||
msgid "Depr. method type"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,account_asset_id:0
|
||||
msgid "Asset account"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property.history,asset_property_id:0
|
||||
msgid "Method"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.asset,state:0
|
||||
msgid "Normal"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,method_progress_factor:0
|
||||
msgid "Progressif factor"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,localisation:0
|
||||
msgid "Localisation"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,method:0
|
||||
msgid "Computation method"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,method_time:0
|
||||
msgid "Time method"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,active:0
|
||||
msgid "Active"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property.history,user_id:0
|
||||
msgid "User"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,property_ids:0
|
||||
msgid "Asset method name"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,date:0
|
||||
#: field:account.asset.property.history,date:0
|
||||
msgid "Date"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.board,value_net:0
|
||||
msgid "Net value"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.close,init:0
|
||||
#: model:ir.actions.wizard,name:account_asset.wizard_asset_close
|
||||
msgid "Close asset"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,history_ids:0
|
||||
msgid "History"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,account_actif_id:0
|
||||
msgid "Depreciation account"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,period_id:0
|
||||
#: wizard_field:account.asset.compute,init,period_id:0
|
||||
msgid "Period"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.actions.act_window,name:account_asset.action_account_asset_category_form
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_category_form
|
||||
msgid "Asset Category"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_button:account.asset.close,init,end:0
|
||||
#: wizard_button:account.asset.compute,init,end:0
|
||||
#: wizard_button:account.asset.modify,init,end:0
|
||||
msgid "Cancel"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.asset,state:0
|
||||
#: wizard_button:account.asset.compute,asset_compute,end:0
|
||||
#: selection:account.asset.property,state:0
|
||||
msgid "Close"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,state:0
|
||||
msgid "Open"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: constraint:ir.model:0
|
||||
msgid ""
|
||||
"The Object name must start with x_ and not contain any special character !"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.module.module,shortdesc:account_asset.module_meta_information
|
||||
msgid "Asset management"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.board:0
|
||||
#: field:account.asset.property,board_ids:0
|
||||
#: model:ir.model,name:account_asset.model_account_asset_board
|
||||
msgid "Asset board"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,state:0
|
||||
msgid "Global state"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,method_time:0
|
||||
msgid "Delay"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_view:account.asset.close,init:0
|
||||
msgid "General information"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,journal_analytic_id:0
|
||||
msgid "Analytic journal"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,name:0
|
||||
msgid "Method name"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,journal_id:0
|
||||
msgid "Journal"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property.history,name:0
|
||||
msgid "History name"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Close method"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,entry_asset_ids:0
|
||||
msgid "Asset Entries"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,category_id:0
|
||||
#: view:account.asset.category:0
|
||||
#: field:account.asset.category,name:0
|
||||
#: model:ir.model,name:account_asset.model_account_asset_category
|
||||
msgid "Asset category"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "Depreciation"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,code:0
|
||||
#: field:account.asset.category,code:0
|
||||
msgid "Asset code"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,value_total:0
|
||||
msgid "Total value"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.asset,state:0
|
||||
msgid "View"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: view:account.asset.asset:0
|
||||
msgid "General info"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,sequence:0
|
||||
msgid "Sequence"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.property,value_residual:0
|
||||
msgid "Residual value"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: wizard_button:account.asset.close,init,asset_close:0
|
||||
msgid "End of asset"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,type:0
|
||||
msgid "Direct"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: selection:account.asset.property,type:0
|
||||
msgid "Indirect"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: field:account.asset.asset,parent_id:0
|
||||
msgid "Parent asset"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_asset
|
||||
#: model:ir.actions.act_window,name:account_asset.action_account_asset_asset_tree
|
||||
#: model:ir.ui.menu,name:account_asset.menu_action_account_asset_asset_tree
|
||||
msgid "Asset Hierarchy"
|
||||
msgstr ""
|
|
@ -193,11 +193,7 @@
|
|||
</td>
|
||||
<td>
|
||||
<para style="terp_default_8">[[ (o.partner_id and o.partner_id.title and o.partner_id.title.name) or '' ]] [[ (o.partner_id and o.partner_id.name) or '' ]]</para>
|
||||
<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.street) or '' ]]</para>
|
||||
<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.street2) or removeParentNode('para') ]]</para>
|
||||
<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.zip) or '' ]] [[ (o.address_invoice_id and o.address_invoice_id.city) or '' ]]</para>
|
||||
<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.state_id and o.address_invoice_id.state_id.name) or removeParentNode('para') ]]</para>
|
||||
<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.country_id and o.address_invoice_id.country_id.name) or '' ]]</para>
|
||||
<para style="terp_default_8">[[ display_address(o.address_invoice_id) ]]</para>
|
||||
<para style="terp_default_8">
|
||||
<font color="white"> </font>
|
||||
</para>
|
||||
|
|
|
@ -197,11 +197,7 @@
|
|||
</td>
|
||||
<td>
|
||||
<para style="terp_default_8">[[ (o.partner_id and o.partner_id.title and o.partner_id.title.name) or '' ]] [[ (o.partner_id and o.partner_id.name) or '' ]]</para>
|
||||
<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.street) or '' ]]</para>
|
||||
<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.street2) or removeParentNode('para') ]]</para>
|
||||
<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.zip) or '' ]] [[ (o.address_invoice_id and o.address_invoice_id.city) or '' ]]</para>
|
||||
<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.state_id and o.address_invoice_id.state_id.name) or removeParentNode('para') ]]</para>
|
||||
<para style="terp_default_8">[[ (o.address_invoice_id and o.address_invoice_id.country_id and o.address_invoice_id.country_id.name) or '' ]]</para>
|
||||
<para style="terp_default_8">[[ display_address(o.address_invoice_id) ]]</para>
|
||||
<para style="terp_default_8">
|
||||
<font color="white"> </font>
|
||||
</para>
|
||||
|
|
|
@ -958,6 +958,7 @@ class account_voucher(osv.osv):
|
|||
'debit': diff < 0 and -diff or 0.0,
|
||||
'amount_currency': company_currency <> current_currency and voucher_brw.writeoff_amount or False,
|
||||
'currency_id': company_currency <> current_currency and current_currency or False,
|
||||
'analytic_account_id': voucher_brw.analytic_id and voucher_brw.analytic_id.id or False,
|
||||
}
|
||||
|
||||
return move_line
|
||||
|
|
|
@ -161,7 +161,7 @@ class account_analytic_account(osv.osv):
|
|||
'debit': fields.function(_debit_credit_bal_qtty, type='float', string='Debit', multi='debit_credit_bal_qtty', digits_compute=dp.get_precision('Account')),
|
||||
'credit': fields.function(_debit_credit_bal_qtty, type='float', string='Credit', multi='debit_credit_bal_qtty', digits_compute=dp.get_precision('Account')),
|
||||
'quantity': fields.function(_debit_credit_bal_qtty, type='float', string='Quantity', multi='debit_credit_bal_qtty'),
|
||||
'quantity_max': fields.float('Maximum Quantity', help='Sets the higher limit of quantity of hours.'),
|
||||
'quantity_max': fields.float('Maximum Time', help='Sets the higher limit of quantity of hours.'),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner'),
|
||||
'contact_id': fields.many2one('res.partner.address', 'Contact'),
|
||||
'user_id': fields.many2one('res.users', 'Account Manager'),
|
||||
|
@ -242,6 +242,13 @@ class account_analytic_account(osv.osv):
|
|||
res['value']['partner_id'] = partner
|
||||
return res
|
||||
|
||||
def onchange_partner_id(self, cr, uid, ids, partner, context=None):
|
||||
partner_obj = self.pool.get('res.partner')
|
||||
if not partner:
|
||||
return {'value':{'contact_id': False}}
|
||||
address = partner_obj.address_get(cr, uid, [partner], ['contact'])
|
||||
return {'value':{'contact_id': address['contact']}}
|
||||
|
||||
def name_search(self, cr, uid, name, args=None, operator='ilike', context=None, limit=100):
|
||||
if not args:
|
||||
args=[]
|
||||
|
|
|
@ -99,9 +99,7 @@
|
|||
</td>
|
||||
<td>
|
||||
<para style="Addressee">[[ o['partner'] and o['partner'].name or False]]</para>
|
||||
<para style="Addressee">[[o['partner'] and o['partner'].address[0].street or False]]</para>
|
||||
<para style="Addressee">[[o['partner'] and o['partner'].address[0].zip or False]][[o['partner'] and o['partner'].address[0].city or False]]</para>
|
||||
<para style="Addressee">[[o['partner'] and o['partner'].address[0].country_id.name or False]]</para>
|
||||
<para style="Addressee">[[o['partner'] and o['partner'].address and display_address(o['partner'].address[0]) ]]</para>
|
||||
</td>
|
||||
</tr>
|
||||
</blockTable>
|
||||
|
|
|
@ -84,9 +84,7 @@
|
|||
</para>
|
||||
<para style="P5">[[o.bord_vnd_id.partner_id.title]]</para>
|
||||
<para style="P5">[[o.bord_vnd_id.partner_id.name]]</para>
|
||||
<para style="P5">[[o.bord_vnd_id.partner_id.address[0].street]]</para>
|
||||
<para style="P5">[[o.bord_vnd_id.partner_id.address[0].zip]],[[o.bord_vnd_id.partner_id.address[0].city]]</para>
|
||||
<para style="P5">[[o.bord_vnd_id.partner_id.address[0].country_id.name]]</para>
|
||||
<para style="P5">[[o.bord_vnd_id.partner_id.address and display_address(o.bord_vnd_id.partner_id.address[0]) ]] </para>
|
||||
<para style="P6">
|
||||
<font color="white"> </font>
|
||||
</para>
|
||||
|
|
|
@ -74,9 +74,7 @@
|
|||
</td>
|
||||
<td>
|
||||
<para style="Addressee">[[ o['partner'] and o['partner'].name or False]]</para>
|
||||
<para style="Addressee">[[o['partner'] and o['partner'].address[0].street or False]]</para>
|
||||
<para style="Addressee">[[o['partner'] and o['partner'].address[0].zip or False]][[o['partner'] and o['partner'].address[0].city or False]]</para>
|
||||
<para style="P11">[[o['partner'] and o['partner'].address[0].country_id.name or False]]</para>
|
||||
<para style="Addressee">[[ o['partner'] and o['partner'].address and display_address(o['partner'].address[0]) </para>
|
||||
<para style="P4">
|
||||
<font color="white"> </font>
|
||||
</para>
|
||||
|
|
|
@ -146,7 +146,11 @@
|
|||
<field eval=""""Grand-Rosière"""" name="city"/>
|
||||
<field eval=""""+32.81.73.35.01"""" name="fax"/>
|
||||
<field eval=""""1367"""" name="zip"/>
|
||||
<field name="country_id" ref="base.be"/>
|
||||
<!-- The partner associated with the main company should not have a country specified in the demo data,
|
||||
as it may conflicts with the accounting installing chart wizard. This wizard will indeed try to
|
||||
install the localization module accordingly to this variable automatically. Thus, in demo data,
|
||||
everyone would have the belgian chart of account by default, what should be avoided. -->
|
||||
<!-- <field name="country_id" ref="base.be"/> -->
|
||||
<field eval=""""+32.81.81.37.00"""" name="phone"/>
|
||||
<field eval=""""Chaussée de Namur, 40"""" name="street"/>
|
||||
</record>
|
||||
|
@ -154,7 +158,11 @@
|
|||
<field eval=""""Louvain-La-Neuve"""" name="city"/>
|
||||
<field eval=""""1348"""" name="zip"/>
|
||||
<field eval=""""contact"""" name="type"/>
|
||||
<field name="country_id" ref="base.be"/>
|
||||
<!-- The partner associated with the main company should not have a country specified in the demo data,
|
||||
as it may conflicts with the accounting installing chart wizard. This wizard will indeed try to
|
||||
install the localization module accordingly to this variable automatically. Thus, in demo data,
|
||||
everyone would have the belgian chart of account by default, what should be avoided. -->
|
||||
<!-- <field name="country_id" ref="base.be"/> -->
|
||||
<field eval=""""rue du pré, 115"""" name="street"/>
|
||||
<field eval="1" name="active"/>
|
||||
</record>
|
||||
|
@ -162,7 +170,11 @@
|
|||
<field eval=""""Charleroi"""" name="city"/>
|
||||
<field eval=""""6000"""" name="zip"/>
|
||||
<field eval=""""contact"""" name="type"/>
|
||||
<field name="country_id" ref="base.be"/>
|
||||
<!-- The partner associated with the main company should not have a country specified in the demo data,
|
||||
as it may conflicts with the accounting installing chart wizard. This wizard will indeed try to
|
||||
install the localization module accordingly to this variable automatically. Thus, in demo data,
|
||||
everyone would have the belgian chart of account by default, what should be avoided. -->
|
||||
<!-- <field name="country_id" ref="base.be"/> -->
|
||||
<field eval=""""Boulevars Tirou, 32"""" name="street"/>
|
||||
<field eval="1" name="active"/>
|
||||
</record>
|
||||
|
|
|
@ -7,104 +7,104 @@ msgstr ""
|
|||
"Project-Id-Version: OpenERP Server 5.0.4\n"
|
||||
"Report-Msgid-Bugs-To: support@openerp.com\n"
|
||||
"POT-Creation-Date: 2011-01-11 11:14+0000\n"
|
||||
"PO-Revision-Date: 2009-02-03 06:25+0000\n"
|
||||
"Last-Translator: <>\n"
|
||||
"PO-Revision-Date: 2011-12-03 15:19+0000\n"
|
||||
"Last-Translator: kifcaliph <kifcaliph@hotmail.com>\n"
|
||||
"Language-Team: \n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: 8bit\n"
|
||||
"X-Launchpad-Export-Date: 2011-11-05 05:04+0000\n"
|
||||
"X-Generator: Launchpad (build 14231)\n"
|
||||
"X-Launchpad-Export-Date: 2011-12-04 04:43+0000\n"
|
||||
"X-Generator: Launchpad (build 14418)\n"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,title:0
|
||||
msgid "Title"
|
||||
msgstr ""
|
||||
msgstr "اللقب"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.address:0
|
||||
msgid "# of Contacts"
|
||||
msgstr ""
|
||||
msgstr "عدد جهات الاتصال"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.job,fax:0
|
||||
msgid "Fax"
|
||||
msgstr ""
|
||||
msgstr "فاكس"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:base.contact.installer:0
|
||||
msgid "title"
|
||||
msgstr ""
|
||||
msgstr "الاسم"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,date_start:0
|
||||
msgid "Start date of job(Joining Date)"
|
||||
msgstr ""
|
||||
msgstr "تاريخ الالتحاق بالوظيفة"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:base.contact.installer:0
|
||||
msgid "Select the Option for Addresses Migration"
|
||||
msgstr ""
|
||||
msgstr "حدد الخيار لنقل العناوين"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,function:0
|
||||
msgid "Function of this contact with this partner"
|
||||
msgstr ""
|
||||
msgstr "مهمة جهة الاتصال هذه عند هذا الشريك"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,state:0
|
||||
msgid "Status of Address"
|
||||
msgstr ""
|
||||
msgstr "حالة العنوان"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,name:0
|
||||
msgid ""
|
||||
"You may enter Address first,Partner will be linked "
|
||||
"automatically if any."
|
||||
msgstr ""
|
||||
msgstr "يمكنك إدخال العنوان أولاً، وسيتمّ ربط الشريك تلقائياً إن وُجِد."
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,fax:0
|
||||
msgid "Job FAX no."
|
||||
msgstr ""
|
||||
msgstr "فاكس العمل"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,mobile:0
|
||||
msgid "Mobile"
|
||||
msgstr ""
|
||||
msgstr "الجوال"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.contact:0
|
||||
#: field:res.partner.contact,comment:0
|
||||
msgid "Notes"
|
||||
msgstr ""
|
||||
msgstr "ملاحظات"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.node,note:base_contact.process_node_contacts0
|
||||
msgid "People you work with."
|
||||
msgstr ""
|
||||
msgstr "أشخاص تعمل معهم."
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.transition,note:base_contact.process_transition_functiontoaddress0
|
||||
msgid "Define functions and address."
|
||||
msgstr ""
|
||||
msgstr "تعريف المهام والعنوان"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,date_stop:0
|
||||
msgid "Last date of job"
|
||||
msgstr ""
|
||||
msgstr "تاريخ ترك الوظيفة"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:base.contact.installer:0
|
||||
#: field:base.contact.installer,migrate:0
|
||||
msgid "Migrate"
|
||||
msgstr ""
|
||||
msgstr "نقل"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.contact:0
|
||||
#: field:res.partner.job,name:0
|
||||
msgid "Partner"
|
||||
msgstr ""
|
||||
msgstr "الشريك"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.node,note:base_contact.process_node_function0
|
||||
|
@ -114,12 +114,12 @@ msgstr ""
|
|||
#. module: base_contact
|
||||
#: model:process.node,name:base_contact.process_node_partners0
|
||||
msgid "Partners"
|
||||
msgstr ""
|
||||
msgstr "الشركاء"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.job,state:0
|
||||
msgid "State"
|
||||
msgstr ""
|
||||
msgstr "المحافظة"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.contact,active:0
|
||||
|
@ -151,27 +151,42 @@ msgid ""
|
|||
"an other object.\n"
|
||||
" "
|
||||
msgstr ""
|
||||
"\n"
|
||||
" تمكنك هذه الوحدة البرمجية من إدارة جهات الاتصال بشكل كامل.\n"
|
||||
" فهي تسمح لك بـتعرف:\n"
|
||||
" * جهات اتصال غير ذات صلة بشريك،\n"
|
||||
" * جهات اتصال ذات عناوين عمل متعددة (ربما لارتباطها بشركاء مختلفين)،\n"
|
||||
" * جهات اتصال ذات مهام مختلفة لكل عنوان من عناوين وظائفها\n"
|
||||
"\n"
|
||||
" كذلك تضيف هذه الوحدة البرمجية عناصر جديدة إلى القائمة تحت\n"
|
||||
" الشركاء / جهات الاتصال\n"
|
||||
" الشركاء / المهام\n"
|
||||
"\n"
|
||||
" تنبه إلى أن هذه الوحدة البرمجية تقوم بتحويل العناوين الموجودة مسبقاً إلى "
|
||||
"\"عناوين\" و \"جهات اتصال\"، مما يعني أن بعض حقول العناوين سيتم حذفها (مثل "
|
||||
"اسم جهة الاتصال) لأنه من المفترض أن يتم تعريفها في كائن آخر.\n"
|
||||
" "
|
||||
|
||||
#. module: base_contact
|
||||
#: model:ir.module.module,shortdesc:base_contact.module_meta_information
|
||||
#: model:process.process,name:base_contact.process_process_basecontactprocess0
|
||||
msgid "Base Contact"
|
||||
msgstr ""
|
||||
msgstr "جهة الاتصال الأساسية"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.job,date_stop:0
|
||||
msgid "Date Stop"
|
||||
msgstr ""
|
||||
msgstr "تاريخ التوقف"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:ir.actions.act_window,name:base_contact.action_res_partner_job
|
||||
msgid "Contact's Jobs"
|
||||
msgstr ""
|
||||
msgstr "الوظائف"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner:0
|
||||
msgid "Categories"
|
||||
msgstr ""
|
||||
msgstr "الفئات"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,sequence_partner:0
|
||||
|
@ -179,70 +194,72 @@ msgid ""
|
|||
"Order of importance of this job title in the list of job "
|
||||
"title of the linked partner"
|
||||
msgstr ""
|
||||
"ترتيب المسمى الوظيفي هذا حسب الأهمية بين المسميات الوظيغية المستخدمة لدى "
|
||||
"الشريك"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.job,extension:0
|
||||
msgid "Extension"
|
||||
msgstr ""
|
||||
msgstr "الامتداد"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,extension:0
|
||||
msgid "Internal/External extension phone number"
|
||||
msgstr ""
|
||||
msgstr "امتداد رقم الهاتف الداخلي/الخارجي"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,phone:0
|
||||
msgid "Job Phone no."
|
||||
msgstr ""
|
||||
msgstr "هاتف العمل"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.contact:0
|
||||
#: field:res.partner.contact,job_ids:0
|
||||
msgid "Functions and Addresses"
|
||||
msgstr ""
|
||||
msgstr "المهام والعناوين"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:ir.model,name:base_contact.model_res_partner_contact
|
||||
#: field:res.partner.job,contact_id:0
|
||||
msgid "Contact"
|
||||
msgstr ""
|
||||
msgstr "جهة الاتصال"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,email:0
|
||||
msgid "Job E-Mail"
|
||||
msgstr ""
|
||||
msgstr "البريد الإلكتروني للعمل"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.job,sequence_partner:0
|
||||
msgid "Partner Seq."
|
||||
msgstr ""
|
||||
msgstr "رقم الشريك"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.transition,name:base_contact.process_transition_functiontoaddress0
|
||||
msgid "Function to address"
|
||||
msgstr ""
|
||||
msgstr "مهمة إلى عنوان"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:base.contact.installer,progress:0
|
||||
msgid "Configuration Progress"
|
||||
msgstr ""
|
||||
msgstr "سير الإعدادات"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,name:0
|
||||
msgid "Last Name"
|
||||
msgstr ""
|
||||
msgstr "اسم العائلة"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner:0
|
||||
#: view:res.partner.contact:0
|
||||
msgid "Communication"
|
||||
msgstr ""
|
||||
msgstr "التواصل"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:base.contact.installer,config_logo:0
|
||||
#: field:res.partner.contact,photo:0
|
||||
msgid "Image"
|
||||
msgstr ""
|
||||
msgstr "صورة"
|
||||
|
||||
#. module: base_contact
|
||||
#: selection:res.partner.job,state:0
|
||||
|
@ -252,7 +269,7 @@ msgstr ""
|
|||
#. module: base_contact
|
||||
#: model:ir.model,name:base_contact.model_res_partner_address
|
||||
msgid "Partner Addresses"
|
||||
msgstr ""
|
||||
msgstr "عناوين الشريك"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:base.contact.installer:0
|
||||
|
@ -262,12 +279,12 @@ msgstr ""
|
|||
#. module: base_contact
|
||||
#: field:res.partner.job,sequence_contact:0
|
||||
msgid "Contact Seq."
|
||||
msgstr ""
|
||||
msgstr "رقم جهة الاتصال"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.address:0
|
||||
msgid "Search Contact"
|
||||
msgstr ""
|
||||
msgstr "بحث جهة الإتصال"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:ir.actions.act_window,name:base_contact.action_partner_contact_form
|
||||
|
@ -277,7 +294,7 @@ msgstr ""
|
|||
#: view:res.partner:0
|
||||
#: field:res.partner.address,job_ids:0
|
||||
msgid "Contacts"
|
||||
msgstr ""
|
||||
msgstr "جهات الاتصال"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:base.contact.installer:0
|
||||
|
@ -289,58 +306,58 @@ msgstr ""
|
|||
#. module: base_contact
|
||||
#: model:process.node,note:base_contact.process_node_addresses0
|
||||
msgid "Working and private addresses."
|
||||
msgstr ""
|
||||
msgstr "عناوين العمل والعناوين الخاصة"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,address_id:0
|
||||
msgid "Address which is linked to the Partner"
|
||||
msgstr ""
|
||||
msgstr "العنوان المرتبط بالشريك"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.job,function:0
|
||||
msgid "Partner Function"
|
||||
msgstr ""
|
||||
msgstr "مهمة الشريك"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,other:0
|
||||
msgid "Additional phone field"
|
||||
msgstr ""
|
||||
msgstr "حقل هاتف إضافي"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,website:0
|
||||
msgid "Website"
|
||||
msgstr ""
|
||||
msgstr "الموقع الإلكتروني"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:base.contact.installer:0
|
||||
msgid "Otherwise these details will not be visible from address/contact."
|
||||
msgstr ""
|
||||
msgstr "وإلا فلن تظهر هذه التفاصيل في العنوان/جهة الاتصال."
|
||||
|
||||
#. module: base_contact
|
||||
#: view:base.contact.installer:0
|
||||
msgid "Configure"
|
||||
msgstr ""
|
||||
msgstr "ضبط الإعدادات"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,email:0
|
||||
#: field:res.partner.job,email:0
|
||||
msgid "E-Mail"
|
||||
msgstr ""
|
||||
msgstr "البريد الإلكتروني"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:ir.model,name:base_contact.model_base_contact_installer
|
||||
msgid "base.contact.installer"
|
||||
msgstr ""
|
||||
msgstr "base.contact.installer"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.job:0
|
||||
msgid "Contact Functions"
|
||||
msgstr ""
|
||||
msgstr "مهام جهة الاتصال"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.job,phone:0
|
||||
msgid "Phone"
|
||||
msgstr ""
|
||||
msgstr "هاتف"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:base.contact.installer:0
|
||||
|
@ -350,164 +367,164 @@ msgstr ""
|
|||
#. module: base_contact
|
||||
#: field:res.partner.contact,active:0
|
||||
msgid "Active"
|
||||
msgstr ""
|
||||
msgstr "نشِط"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,function:0
|
||||
msgid "Main Function"
|
||||
msgstr ""
|
||||
msgstr "المهمة الرئيسية"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.transition,note:base_contact.process_transition_partnertoaddress0
|
||||
msgid "Define partners and their addresses."
|
||||
msgstr ""
|
||||
msgstr "تعريف الشركاء وعناوينهم"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.contact:0
|
||||
msgid "Seq."
|
||||
msgstr ""
|
||||
msgstr "رقم"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,lang_id:0
|
||||
msgid "Language"
|
||||
msgstr ""
|
||||
msgstr "اللغة"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.contact:0
|
||||
msgid "Extra Information"
|
||||
msgstr ""
|
||||
msgstr "معلومات إضافية"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.node,note:base_contact.process_node_partners0
|
||||
msgid "Companies you work with."
|
||||
msgstr ""
|
||||
msgstr "الشركات التي تتعامل معها."
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.contact:0
|
||||
msgid "Partner Contact"
|
||||
msgstr ""
|
||||
msgstr "جهة الاتصال بالشريك"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.contact:0
|
||||
msgid "General"
|
||||
msgstr ""
|
||||
msgstr "عام"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner.contact:0
|
||||
msgid "Photo"
|
||||
msgstr ""
|
||||
msgstr "صورة"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,birthdate:0
|
||||
msgid "Birth Date"
|
||||
msgstr ""
|
||||
msgstr "تاريخ الميلاد"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:base.contact.installer,migrate:0
|
||||
msgid "If you select this, all addresses will be migrated."
|
||||
msgstr ""
|
||||
msgstr "إذا اخترت هذا الخيار، سيتم نقل جميع العناوين."
|
||||
|
||||
#. module: base_contact
|
||||
#: selection:res.partner.job,state:0
|
||||
msgid "Current"
|
||||
msgstr ""
|
||||
msgstr "الحالي"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,first_name:0
|
||||
msgid "First Name"
|
||||
msgstr ""
|
||||
msgstr "الاسم الأول"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:ir.model,name:base_contact.model_res_partner_job
|
||||
msgid "Contact Partner Function"
|
||||
msgstr ""
|
||||
msgstr "مهمة الشريك"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.job,other:0
|
||||
msgid "Other"
|
||||
msgstr ""
|
||||
msgstr "غير ذلك"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.node,name:base_contact.process_node_function0
|
||||
msgid "Function"
|
||||
msgstr ""
|
||||
msgstr "المهمة"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.address,job_id:0
|
||||
#: field:res.partner.contact,job_id:0
|
||||
msgid "Main Job"
|
||||
msgstr ""
|
||||
msgstr "الوظيفة الرئيسية"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.transition,note:base_contact.process_transition_contacttofunction0
|
||||
msgid "Defines contacts and functions."
|
||||
msgstr ""
|
||||
msgstr "تعريف جهات الاتصال والمهام."
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.transition,name:base_contact.process_transition_contacttofunction0
|
||||
msgid "Contact to function"
|
||||
msgstr ""
|
||||
msgstr "جهة اتصال إلى مهمة"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner:0
|
||||
#: field:res.partner.job,address_id:0
|
||||
msgid "Address"
|
||||
msgstr ""
|
||||
msgstr "العنوان"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,country_id:0
|
||||
msgid "Nationality"
|
||||
msgstr ""
|
||||
msgstr "الجنسية"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:ir.actions.act_window,name:base_contact.act_res_partner_jobs
|
||||
msgid "Open Jobs"
|
||||
msgstr ""
|
||||
msgstr "الوظائف المفتوحة"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:base.contact.installer,name:0
|
||||
msgid "Name"
|
||||
msgstr ""
|
||||
msgstr "الاسم"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:base.contact.installer:0
|
||||
msgid "You can migrate Partner's current addresses to the contact."
|
||||
msgstr ""
|
||||
msgstr "يمكنك نقل العناوين الحالية للشريك إلى جهة الاتصال"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.contact,partner_id:0
|
||||
msgid "Main Employer"
|
||||
msgstr ""
|
||||
msgstr "صاحب العمل الرئيسي"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:ir.actions.act_window,name:base_contact.action_base_contact_installer
|
||||
msgid "Address Migration"
|
||||
msgstr ""
|
||||
msgstr "نقل العنوان"
|
||||
|
||||
#. module: base_contact
|
||||
#: view:res.partner:0
|
||||
msgid "Postal Address"
|
||||
msgstr ""
|
||||
msgstr "العنوان البريدي"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.node,name:base_contact.process_node_addresses0
|
||||
#: view:res.partner:0
|
||||
msgid "Addresses"
|
||||
msgstr ""
|
||||
msgstr "العناوين"
|
||||
|
||||
#. module: base_contact
|
||||
#: model:process.transition,name:base_contact.process_transition_partnertoaddress0
|
||||
msgid "Partner to address"
|
||||
msgstr ""
|
||||
msgstr "شريك إلى عنوان"
|
||||
|
||||
#. module: base_contact
|
||||
#: field:res.partner.job,date_start:0
|
||||
msgid "Date Start"
|
||||
msgstr ""
|
||||
msgstr "تاريخ البدء"
|
||||
|
||||
#. module: base_contact
|
||||
#: help:res.partner.job,sequence_contact:0
|
||||
msgid ""
|
||||
"Order of importance of this address in the list of "
|
||||
"addresses of the linked contact"
|
||||
msgstr ""
|
||||
msgstr "ترتيب هذا العنوان حسب الأهمية بين عناوين جهة الاتصال"
|
||||
|
|
|
@ -64,7 +64,7 @@
|
|||
country_id: base.be
|
||||
first_name: Nicolas
|
||||
job_ids:
|
||||
- address_id: base.main_address
|
||||
- address_id: base.res_partner_address_1
|
||||
function: CTO
|
||||
state: current
|
||||
- address_id: base.res_partner_address_3000
|
||||
|
|
|
@ -59,13 +59,21 @@ class report_xml(osv.osv):
|
|||
return True
|
||||
|
||||
def report_get(self, cr, uid, report_id, context=None):
|
||||
if context is None:
|
||||
context = {}
|
||||
# skip osv.fields.sanitize_binary_value() because we want the raw bytes in all cases
|
||||
context.update(bin_raw=True)
|
||||
report = self.browse(cr, uid, report_id, context=context)
|
||||
sxw_data=(report.report_sxw_content).encode("iso-8859-1", "replace")
|
||||
rml_data= (report.report_rml_content).encode("iso-8859-1", "replace")
|
||||
sxw_data = report.report_sxw_content
|
||||
rml_data = report.report_rml_content
|
||||
if isinstance(sxw_data, unicode):
|
||||
sxw_data = sxw_data.encode("iso-8859-1", "replace")
|
||||
if isinstance(rml_data, unicode):
|
||||
rml_data = rml_data.encode("iso-8859-1", "replace")
|
||||
return {
|
||||
'file_type' : report.report_type,
|
||||
'report_sxw_content': report.report_sxw_content and base64.encodestring(sxw_data) or False,
|
||||
'report_rml_content': report.report_rml_content and base64.encodestring(rml_data) or False
|
||||
'file_type' : report.report_type,
|
||||
'report_sxw_content': sxw_data and base64.encodestring(sxw_data) or False,
|
||||
'report_rml_content': rml_data and base64.encodestring(rml_data) or False
|
||||
}
|
||||
|
||||
report_xml()
|
||||
|
|
|
@ -23,7 +23,7 @@
|
|||
<field name="code" eval="'# obj is a browse_record and will provide stupid ids to method\n' 'action = pool.get(\'ir.actions.todo\').action_launch(cr, uid, ' + str([ref('base_setup_installer_todo')]) + ', context=context)'"/>
|
||||
</record>
|
||||
|
||||
<menuitem name="Add More Features" action="action_start_configurator" id="menu_view_base_module_configuration" parent="base.menu_config" type="server" icon="STOCK_EXECUTE" sequence="100"/>
|
||||
<menuitem name="Add More Features" action="action_start_configurator" id="menu_view_base_module_configuration" parent="base.menu_config" type="server" icon="STOCK_EXECUTE" sequence="1"/>
|
||||
<record id="ir_ui_view_sc_configuration" model="ir.ui.view_sc">
|
||||
<field name="name">Add More Features</field>
|
||||
<field name="resource">ir.ui.menu</field>
|
||||
|
|
|
@ -19,6 +19,7 @@
|
|||
#
|
||||
##############################################################################
|
||||
|
||||
import res_company
|
||||
import base_vat
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
|
@ -33,6 +33,21 @@ be validated for all supported countries. The country is inferred from the
|
|||
2-letter country code that prefixes the VAT number, e.g. ``BE0477472701``
|
||||
will be validated using the Belgian rules.
|
||||
|
||||
There are two different levels of VAT number validation:
|
||||
|
||||
* By default, a simple off-line check is performed using the known validation
|
||||
rules for the country, usually a simple check digit. This is quick and
|
||||
always available, but allows numbers that are perhaps not truly allocated,
|
||||
or not valid anymore.
|
||||
* When the "VAT VIES Check" option is enabled (in the configuration of the user's
|
||||
Company), VAT numbers will be instead submitted to the online EU VIES
|
||||
database, which will truly verify that the number is valid and currently
|
||||
allocated to a EU company. This is a little bit slower than the simple
|
||||
off-line check, requires an Internet connection, and may not be available
|
||||
all the time. If the service is not available or does not support the
|
||||
requested country (e.g. for non-EU countries), a simple check will be performed
|
||||
instead.
|
||||
|
||||
Supported countries currently include EU countries, and a few non-EU countries
|
||||
such as Chile, Colombia, Mexico, Norway or Russia. For unsupported countries,
|
||||
only the country code will be validated.
|
||||
|
|
|
@ -61,27 +61,48 @@ class res_partner(osv.osv):
|
|||
vat_country, vat_number = vat[:2].lower(), vat[2:].replace(' ', '')
|
||||
return vat_country, vat_number
|
||||
|
||||
def check_vat(self, cr, uid, ids, context=None):
|
||||
def simple_vat_check(self, cr, uid, country_code, vat_number, context=None):
|
||||
'''
|
||||
Check the VAT number depending of the country.
|
||||
http://sima-pc.com/nif.php
|
||||
'''
|
||||
country_obj = self.pool.get('res.country')
|
||||
check_func_name = 'check_vat_' + country_code
|
||||
check_func = getattr(self, check_func_name, None) or \
|
||||
getattr(vatnumber, check_func_name, None)
|
||||
if not check_func:
|
||||
# No VAT validation available, default to check that the country code exists
|
||||
res_country = self.pool.get('res.country')
|
||||
return bool(res_country.search(cr, uid, [('code', '=ilike', country_code)], context=context))
|
||||
return check_func(vat_number)
|
||||
|
||||
def vies_vat_check(self, cr, uid, country_code, vat_number, context=None):
|
||||
try:
|
||||
# Validate against VAT Information Exchange System (VIES)
|
||||
# see also http://ec.europa.eu/taxation_customs/vies/
|
||||
return vatnumber.check_vies(country_code.upper()+vat_number)
|
||||
except Exception:
|
||||
# see http://ec.europa.eu/taxation_customs/vies/checkVatService.wsdl
|
||||
# Fault code may contain INVALID_INPUT, SERVICE_UNAVAILABLE, MS_UNAVAILABLE,
|
||||
# TIMEOUT or SERVER_BUSY. There is no way we can validate the input
|
||||
# with VIES if any of these arise, including the first one (it means invalid
|
||||
# country code or empty VAT number), so we fall back to the simple check.
|
||||
return self.simple_vat_check(cr, uid, country_code, vat_number, context=context)
|
||||
|
||||
def check_vat(self, cr, uid, ids, context=None):
|
||||
user_company = self.pool.get('res.users').browse(cr, uid, uid).company_id
|
||||
if user_company.vat_check_vies:
|
||||
# force full VIES online check
|
||||
check_func = self.vies_vat_check
|
||||
else:
|
||||
# quick and partial off-line checksum validation
|
||||
check_func = self.simple_vat_check
|
||||
|
||||
for partner in self.browse(cr, uid, ids, context=context):
|
||||
if not partner.vat:
|
||||
continue
|
||||
vat_country, vat_number = self._split_vat(partner.vat)
|
||||
check_func_name = 'check_vat_' + vat_country
|
||||
check_func = getattr(self, check_func_name, None) or \
|
||||
getattr(vatnumber, check_func_name, None)
|
||||
if not check_func:
|
||||
# No VAT validation available, default to check that the country code
|
||||
# exists.
|
||||
if country_obj.search(cr, uid, [('code', 'ilike', vat_country)], context=context):
|
||||
continue
|
||||
# Country code not found, considered invalid
|
||||
if not check_func(cr, uid, vat_country, vat_number, context=context):
|
||||
return False
|
||||
return check_func(vat_number)
|
||||
return True
|
||||
|
||||
def vat_change(self, cr, uid, ids, value, context=None):
|
||||
|
|
|
@ -7,12 +7,23 @@
|
|||
<field name="model">res.partner</field>
|
||||
<field name="inherit_id" ref="account.view_partner_property_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<field name="property_account_payable" position="after">
|
||||
<group colspan="2" col="6">
|
||||
<field name="vat" on_change="vat_change(vat)" colspan="4" />
|
||||
<field name="vat_subjected" colspan="1" groups="base.group_extended" />
|
||||
</group>
|
||||
<field name="property_account_payable" position="after">
|
||||
<group colspan="2" col="6">
|
||||
<field name="vat" on_change="vat_change(vat)" colspan="4" />
|
||||
<field name="vat_subjected" colspan="1" groups="base.group_extended" />
|
||||
</group>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="company_form_vat" model="ir.ui.view">
|
||||
<field name="name">res.company.form.vat.inherit</field>
|
||||
<field name="model">res.company</field>
|
||||
<field name="inherit_id" ref="base.view_company_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<field name="currency_id" position="after">
|
||||
<field name="vat_check_vies" groups="base.group_extended" />
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
|
|
@ -0,0 +1,32 @@
|
|||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Business Applications
|
||||
# Copyright (c) 2011 OpenERP S.A. <http://openerp.com>
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 of the
|
||||
# License, or (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
from osv import osv, fields
|
||||
|
||||
class res_company_vat (osv.osv):
|
||||
_inherit = 'res.company'
|
||||
_columns = {
|
||||
'vat_check_vies': fields.boolean('VIES VAT Check',
|
||||
help="If checked, Partners VAT numbers will be fully validated against EU's VIES service "
|
||||
"rather than via a simple format validation (checksum)."),
|
||||
}
|
||||
|
||||
|
|
@ -118,18 +118,14 @@ Creates a dashboard for CRM that includes:
|
|||
'crm_phonecall_demo.xml',
|
||||
],
|
||||
'test': [
|
||||
'test/test_crm_lead.yml',
|
||||
'test/test_crm_meeting.yml',
|
||||
'test/test_crm_opportunity.yml',
|
||||
'test/test_crm_phonecall.yml',
|
||||
'test/test_crm_recurrent_meeting.yml',
|
||||
'test/test_crm_stage_changes.yml',
|
||||
'test/test_crm_recurrent_meeting_case2.yml',
|
||||
'test/test_crm_lead_case2.yml',
|
||||
'test/test_crm_opportunity_case2.yml',
|
||||
'test/test_crm_phonecall_case2.yml',
|
||||
'test/test_crm_partner2opportunity.yml',
|
||||
'test/test_crm_segmentation.yml',
|
||||
'test/process/communication_with_customer.yml',
|
||||
'test/process/lead2opportunity2win.yml',
|
||||
'test/process/merge_opportunity.yml',
|
||||
'test/process/cancel_lead.yml',
|
||||
'test/process/segmentation.yml',
|
||||
'test/ui/crm_demo.yml',
|
||||
'test/ui/duplicate_lead.yml',
|
||||
'test/ui/delete_lead.yml'
|
||||
],
|
||||
'installable': True,
|
||||
'active': False,
|
||||
|
|
|
@ -468,10 +468,12 @@ class crm_case(crm_base):
|
|||
self._action(cr, uid, cases, state)
|
||||
return True
|
||||
|
||||
#DEAD Code
|
||||
def remind_partner(self, cr, uid, ids, context=None, attach=False):
|
||||
return self.remind_user(cr, uid, ids, context, attach,
|
||||
destination=False)
|
||||
|
||||
#DEAD Code
|
||||
def remind_user(self, cr, uid, ids, context=None, attach=False, destination=True):
|
||||
mail_message = self.pool.get('mail.message')
|
||||
for case in self.browse(cr, uid, ids, context=context):
|
||||
|
|
|
@ -1,6 +1,6 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<data>
|
||||
<record id="base.user_demo" model="res.users">
|
||||
<field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
|
||||
</record>
|
||||
|
@ -12,5 +12,17 @@
|
|||
<field name="res_id" ref="crm.menu_crm_case_categ_meet"/>
|
||||
</record>
|
||||
|
||||
<record model="crm.case.section" id="section_sales_marketing_department">
|
||||
<field name="name">Sales Marketing Department</field>
|
||||
<field name="code">Sales Marketing</field>
|
||||
<field name="parent_id" ref="crm.section_sales_department"></field>
|
||||
</record>
|
||||
|
||||
<record model="crm.segmentation" id="crm_segmentation0">
|
||||
<field name="name">OpenERP partners</field>
|
||||
<field name="exclusif">True</field>
|
||||
<field name="categ_id" ref="base.res_partner_category_2"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
|
@ -27,7 +27,7 @@ from tools.translate import _
|
|||
from crm import crm_case
|
||||
import binascii
|
||||
import tools
|
||||
|
||||
from mail.mail_message import to_email
|
||||
|
||||
CRM_LEAD_PENDING_STATES = (
|
||||
crm.AVAILABLE_STATES[2][0], # Cancelled
|
||||
|
@ -206,6 +206,7 @@ class crm_lead(crm_case, osv.osv):
|
|||
'stage_id': fields.many2one('crm.case.stage', 'Stage', domain="[('section_ids', '=', section_id)]"),
|
||||
'color': fields.integer('Color Index'),
|
||||
'partner_address_name': fields.related('partner_address_id', 'name', type='char', string='Partner Contact Name', readonly=True),
|
||||
'partner_address_email': fields.related('partner_address_id', 'email', type='char', string='Partner Contact Email', readonly=True),
|
||||
'company_currency': fields.related('company_id', 'currency_id', 'symbol', type='char', string='Company Currency', readonly=True),
|
||||
'user_email': fields.related('user_id', 'user_email', type='char', string='User Email', readonly=True),
|
||||
'user_login': fields.related('user_id', 'login', type='char', string='User Login', readonly=True),
|
||||
|
@ -351,36 +352,380 @@ class crm_lead(crm_case, osv.osv):
|
|||
"""
|
||||
return self.set_priority(cr, uid, ids, '3')
|
||||
|
||||
def convert_opportunity(self, cr, uid, ids, context=None):
|
||||
""" Precomputation for converting lead to opportunity
|
||||
|
||||
def _merge_data(self, cr, uid, ids, oldest, fields, context=None):
|
||||
# prepare opportunity data into dictionary for merging
|
||||
opportunities = self.browse(cr, uid, ids, context=context)
|
||||
def _get_first_not_null(attr):
|
||||
if hasattr(oldest, attr):
|
||||
return getattr(oldest, attr)
|
||||
for opportunity in opportunities:
|
||||
if hasattr(opportunity, attr):
|
||||
return getattr(opportunity, attr)
|
||||
return False
|
||||
|
||||
def _get_first_not_null_id(attr):
|
||||
res = _get_first_not_null(attr)
|
||||
return res and res.id or False
|
||||
|
||||
def _concat_all(attr):
|
||||
return ', '.join(filter(lambda x: x, [getattr(opportunity, attr) or '' for opportunity in opportunities if hasattr(opportunity, attr)]))
|
||||
|
||||
data = {}
|
||||
for field_name in fields:
|
||||
field_info = self._all_columns.get(field_name)
|
||||
if field_info is None:
|
||||
continue
|
||||
field = field_info.column
|
||||
if field._type in ('many2many', 'one2many'):
|
||||
continue
|
||||
elif field._type == 'many2one':
|
||||
data[field_name] = _get_first_not_null_id(field_name) # !!
|
||||
elif field._type == 'text':
|
||||
data[field_name] = _concat_all(field_name) #not lost
|
||||
else:
|
||||
data[field_name] = _get_first_not_null(field_name) #not lost
|
||||
return data
|
||||
|
||||
def _merge_find_oldest(self, cr, uid, ids, context=None):
|
||||
if context is None:
|
||||
context = {}
|
||||
#TOCHECK: where pass 'convert' in context ?
|
||||
if context.get('convert'):
|
||||
ids = list(set(ids) - set(context.get('lead_ids', False)) )
|
||||
|
||||
#search opportunities order by create date
|
||||
opportunity_ids = self.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
|
||||
oldest_id = opportunity_ids[0]
|
||||
return self.browse(cr, uid, oldest_id, context=context)
|
||||
|
||||
def _mail_body_text(self, cr, uid, lead, fields, title=False, context=None):
|
||||
body = []
|
||||
if title:
|
||||
body.append("%s\n" % (title))
|
||||
for field_name in fields:
|
||||
field_info = self._all_columns.get(field_name)
|
||||
if field_info is None:
|
||||
continue
|
||||
field = field_info.column
|
||||
value = None
|
||||
|
||||
if field._type == 'selection':
|
||||
if hasattr(field.selection, '__call__'):
|
||||
key = field.selection(self, cr, uid, context=context)
|
||||
else:
|
||||
key = field.selection
|
||||
value = dict(key).get(lead[field_name], lead[field_name])
|
||||
elif field._type == 'many2one':
|
||||
if lead[field_name]:
|
||||
value = lead[field_name].name_get()[0][1]
|
||||
else:
|
||||
value = lead[field_name]
|
||||
|
||||
body.append("%s: %s" % (field.string, value or ''))
|
||||
return "\n".join(body + ['---'])
|
||||
|
||||
def _merge_notification(self, cr, uid, opportunity_id, opportunities, context=None):
|
||||
#TOFIX: mail template should be used instead of fix body, subject text
|
||||
details = []
|
||||
merge_message = _('Merged opportunities')
|
||||
subject = [merge_message]
|
||||
fields = ['name', 'partner_id', 'stage_id', 'section_id', 'user_id', 'categ_id', 'channel_id', 'company_id', 'contact_name',
|
||||
'email_from', 'phone', 'fax', 'mobile', 'state_id', 'description', 'probability', 'planned_revenue',
|
||||
'country_id', 'city', 'street', 'street2', 'zip']
|
||||
for opportunity in opportunities:
|
||||
subject.append(opportunity.name)
|
||||
title = "%s : %s" % (merge_message, opportunity.name)
|
||||
details.append(self._mail_body_text(cr, uid, opportunity, fields, title=title, context=context))
|
||||
|
||||
subject = subject[0] + ", ".join(subject[1:])
|
||||
details = "\n\n".join(details)
|
||||
return self.message_append(cr, uid, [opportunity_id], subject, body_text=details, context=context)
|
||||
|
||||
def _merge_opportunity_history(self, cr, uid, opportunity_id, opportunities, context=None):
|
||||
message = self.pool.get('mail.message')
|
||||
for opportunity in opportunities:
|
||||
for history in opportunity.message_ids:
|
||||
message.write(cr, uid, history.id, {
|
||||
'res_id': opportunity_id,
|
||||
'subject' : _("From %s : %s") % (opportunity.name, history.subject)
|
||||
}, context=context)
|
||||
|
||||
return True
|
||||
|
||||
def _merge_opportunity_attachments(self, cr, uid, opportunity_id, opportunities, context=None):
|
||||
attachment = self.pool.get('ir.attachment')
|
||||
|
||||
# return attachments of opportunity
|
||||
def _get_attachments(opportunity_id):
|
||||
attachment_ids = attachment.search(cr, uid, [('res_model', '=', self._name), ('res_id', '=', opportunity_id)], context=context)
|
||||
return attachment.browse(cr, uid, attachment_ids, context=context)
|
||||
|
||||
count = 1
|
||||
first_attachments = _get_attachments(opportunity_id)
|
||||
for opportunity in opportunities:
|
||||
attachments = _get_attachments(opportunity.id)
|
||||
for first in first_attachments:
|
||||
for attachment in attachments:
|
||||
if attachment.name == first.name:
|
||||
values = dict(
|
||||
name = "%s (%s)" % (attachment.name, count,),
|
||||
res_id = opportunity_id,
|
||||
)
|
||||
attachment.write(values)
|
||||
count+=1
|
||||
|
||||
return True
|
||||
|
||||
def merge_opportunity(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
To merge opportunities
|
||||
:param ids: list of opportunities ids to merge
|
||||
"""
|
||||
if context is None: context = {}
|
||||
|
||||
#TOCHECK: where pass lead_ids in context?
|
||||
lead_ids = context and context.get('lead_ids', []) or []
|
||||
|
||||
if len(ids) <= 1:
|
||||
raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
|
||||
|
||||
ctx_opportunities = self.browse(cr, uid, lead_ids, context=context)
|
||||
opportunities = self.browse(cr, uid, ids, context=context)
|
||||
opportunities_list = list(set(opportunities) - set(ctx_opportunities))
|
||||
oldest = self._merge_find_oldest(cr, uid, ids, context=context)
|
||||
if ctx_opportunities :
|
||||
first_opportunity = ctx_opportunities[0]
|
||||
tail_opportunities = opportunities_list
|
||||
else:
|
||||
first_opportunity = opportunities_list[0]
|
||||
tail_opportunities = opportunities_list[1:]
|
||||
|
||||
fields = ['partner_id', 'title', 'name', 'categ_id', 'channel_id', 'city', 'company_id', 'contact_name', 'country_id',
|
||||
'partner_address_id', 'type_id', 'user_id', 'section_id', 'state_id', 'description', 'email', 'fax', 'mobile',
|
||||
'partner_name', 'phone', 'probability', 'planned_revenue', 'street', 'street2', 'zip', 'create_date', 'date_action_last',
|
||||
'date_action_next', 'email_from', 'email_cc', 'partner_name']
|
||||
|
||||
data = self._merge_data(cr, uid, ids, oldest, fields, context=context)
|
||||
|
||||
# merge data into first opportunity
|
||||
self.write(cr, uid, [first_opportunity.id], data, context=context)
|
||||
|
||||
#copy message and attachements into the first opportunity
|
||||
self._merge_opportunity_history(cr, uid, first_opportunity.id, tail_opportunities, context=context)
|
||||
self._merge_opportunity_attachments(cr, uid, first_opportunity.id, tail_opportunities, context=context)
|
||||
|
||||
#Notification about loss of information
|
||||
self._merge_notification(cr, uid, first_opportunity, opportunities, context=context)
|
||||
#delete tail opportunities
|
||||
self.unlink(cr, uid, [x.id for x in tail_opportunities], context=context)
|
||||
|
||||
#open first opportunity
|
||||
self.case_open(cr, uid, [first_opportunity.id])
|
||||
return first_opportunity.id
|
||||
|
||||
def _convert_opportunity_data(self, cr, uid, lead, customer, section_id=False, context=None):
|
||||
crm_stage = self.pool.get('crm.case.stage')
|
||||
contact_id = False
|
||||
if customer:
|
||||
contact_id = self.pool.get('res.partner').address_get(cr, uid, [customer.id])['default']
|
||||
if not section_id:
|
||||
section_id = lead.section_id and lead.section_id.id or False
|
||||
if section_id:
|
||||
stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1), ('section_ids','=', section_id)])
|
||||
else:
|
||||
stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1)])
|
||||
stage_id = stage_ids and stage_ids[0] or False
|
||||
return {
|
||||
'planned_revenue': lead.planned_revenue,
|
||||
'probability': lead.probability,
|
||||
'name': lead.name,
|
||||
'partner_id': customer and customer.id or False,
|
||||
'user_id': (lead.user_id and lead.user_id.id),
|
||||
'type': 'opportunity',
|
||||
'stage_id': stage_id or False,
|
||||
'date_action': time.strftime('%Y-%m-%d %H:%M:%S'),
|
||||
'partner_address_id': contact_id
|
||||
}
|
||||
def _convert_opportunity_notification(self, cr, uid, lead, context=None):
|
||||
success_message = _("Lead '%s' has been converted to an opportunity.") % lead.name
|
||||
self.message_append(cr, uid, [lead.id], success_message, body_text=success_message, context=context)
|
||||
self.log(cr, uid, lead.id, success_message)
|
||||
self._send_mail_to_salesman(cr, uid, lead, context=context)
|
||||
return True
|
||||
|
||||
def convert_opportunity(self, cr, uid, ids, partner_id, user_ids=False, section_id=False, context=None):
|
||||
partner = self.pool.get('res.partner')
|
||||
mail_message = self.pool.get('mail.message')
|
||||
customer = False
|
||||
if partner_id:
|
||||
customer = partner.browse(cr, uid, partner_id, context=context)
|
||||
for lead in self.browse(cr, uid, ids, context=context):
|
||||
if lead.state in ('done', 'cancel'):
|
||||
continue
|
||||
if user_ids or section_id:
|
||||
self.allocate_salesman(cr, uid, [lead.id], user_ids, section_id, context=context)
|
||||
|
||||
vals = self._convert_opportunity_data(cr, uid, lead, customer, section_id, context=context)
|
||||
self.write(cr, uid, [lead.id], vals, context=context)
|
||||
|
||||
self._convert_opportunity_notification(cr, uid, lead, context=context)
|
||||
#TOCHECK: why need to change partner details in all messages of lead ?
|
||||
if lead.partner_id:
|
||||
msg_ids = [ x.id for x in lead.message_ids]
|
||||
mail_message.write(cr, uid, msg_ids, {
|
||||
'partner_id': lead.partner_id.id
|
||||
}, context=context)
|
||||
return True
|
||||
|
||||
def _lead_create_partner(self, cr, uid, lead, context=None):
|
||||
partner = self.pool.get('res.partner')
|
||||
partner_id = partner.create(cr, uid, {
|
||||
'name': lead.partner_name or lead.contact_name or lead.name,
|
||||
'user_id': lead.user_id.id,
|
||||
'comment': lead.description,
|
||||
'section_id': lead.section_id.id or False,
|
||||
'address': []
|
||||
})
|
||||
return partner_id
|
||||
|
||||
def _lead_set_partner(self, cr, uid, lead, partner_id, context=None):
|
||||
res = False
|
||||
res_partner = self.pool.get('res.partner')
|
||||
if partner_id:
|
||||
res_partner.write(cr, uid, partner_id, {'section_id': lead.section_id.id or False})
|
||||
contact_id = res_partner.address_get(cr, uid, [partner_id])['default']
|
||||
res = lead.write({'partner_id' : partner_id, 'partner_address_id': contact_id}, context=context)
|
||||
|
||||
return res
|
||||
|
||||
def _lead_create_partner_address(self, cr, uid, lead, partner_id, context=None):
|
||||
address = self.pool.get('res.partner.address')
|
||||
return address.create(cr, uid, {
|
||||
'partner_id': partner_id,
|
||||
'name': lead.contact_name,
|
||||
'phone': lead.phone,
|
||||
'mobile': lead.mobile,
|
||||
'email': lead.email_from and to_email(lead.email_from)[0],
|
||||
'fax': lead.fax,
|
||||
'title': lead.title and lead.title.id or False,
|
||||
'function': lead.function,
|
||||
'street': lead.street,
|
||||
'street2': lead.street2,
|
||||
'zip': lead.zip,
|
||||
'city': lead.city,
|
||||
'country_id': lead.country_id and lead.country_id.id or False,
|
||||
'state_id': lead.state_id and lead.state_id.id or False,
|
||||
})
|
||||
|
||||
def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None):
|
||||
"""
|
||||
This function convert partner based on action.
|
||||
if action is 'create', create new partner with contact and assign lead to new partner_id.
|
||||
otherwise assign lead to specified partner_id
|
||||
"""
|
||||
if context is None:
|
||||
context = {}
|
||||
context.update({'active_ids': ids})
|
||||
partner_ids = {}
|
||||
for lead in self.browse(cr, uid, ids, context=context):
|
||||
if action == 'create':
|
||||
if not partner_id:
|
||||
partner_id = self._lead_create_partner(cr, uid, lead, context=context)
|
||||
self._lead_create_partner_address(cr, uid, lead, partner_id, context=context)
|
||||
self._lead_set_partner(cr, uid, lead, partner_id, context=context)
|
||||
partner_ids[lead.id] = partner_id
|
||||
return partner_ids
|
||||
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
value = {}
|
||||
def _send_mail_to_salesman(self, cr, uid, lead, context=None):
|
||||
"""
|
||||
Send mail to salesman with updated Lead details.
|
||||
@ lead: browse record of 'crm.lead' object.
|
||||
"""
|
||||
#TOFIX: mail template should be used here instead of fix subject, body text.
|
||||
message = self.pool.get('mail.message')
|
||||
email_to = lead.user_id and lead.user_id.user_email
|
||||
if not email_to:
|
||||
return False
|
||||
|
||||
email_from = lead.section_id and lead.section_id.user_id and lead.section_id.user_id.user_email or email_to
|
||||
partner = lead.partner_id and lead.partner_id.name or lead.partner_name
|
||||
subject = "lead %s converted into opportunity" % lead.name
|
||||
body = "Info \n Id : %s \n Subject: %s \n Partner: %s \n Description : %s " % (lead.id, lead.name, lead.partner_id.name, lead.description)
|
||||
return message.schedule_with_attach(cr, uid, email_from, [email_to], subject, body)
|
||||
|
||||
|
||||
for case in self.browse(cr, uid, ids, context=context):
|
||||
context.update({'active_id': case.id})
|
||||
data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_partner')
|
||||
view_id1 = False
|
||||
if data_id:
|
||||
view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id
|
||||
value = {
|
||||
'name': _('Create Partner'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'crm.lead2opportunity.partner',
|
||||
'view_id': False,
|
||||
'context': context,
|
||||
'views': [(view_id1, 'form')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'target': 'new',
|
||||
'nodestroy': True
|
||||
def allocate_salesman(self, cr, uid, ids, user_ids, team_id=False, context=None):
|
||||
index = 0
|
||||
for lead_id in ids:
|
||||
value = {}
|
||||
if team_id:
|
||||
value['section_id'] = team_id
|
||||
if index < len(user_ids):
|
||||
value['user_id'] = user_ids[index]
|
||||
index += 1
|
||||
if value:
|
||||
self.write(cr, uid, [lead_id], value, context=context)
|
||||
return True
|
||||
|
||||
def schedule_phonecall(self, cr, uid, ids, schedule_time, call_summary, desc, phone, contact_name, user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
|
||||
"""
|
||||
action :('schedule','Schedule a call'), ('log','Log a call')
|
||||
"""
|
||||
phonecall = self.pool.get('crm.phonecall')
|
||||
model_data = self.pool.get('ir.model.data')
|
||||
phonecall_dict = {}
|
||||
if not categ_id:
|
||||
res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
|
||||
if res_id:
|
||||
categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
|
||||
for lead in self.browse(cr, uid, ids, context=context):
|
||||
if not section_id:
|
||||
section_id = lead.section_id and lead.section_id.id or False
|
||||
if not user_id:
|
||||
user_id = lead.user_id and lead.user_id.id or False
|
||||
vals = {
|
||||
'name' : call_summary,
|
||||
'opportunity_id' : lead.id,
|
||||
'user_id' : user_id or False,
|
||||
'categ_id' : categ_id or False,
|
||||
'description' : desc or '',
|
||||
'date' : schedule_time,
|
||||
'section_id' : section_id or False,
|
||||
'partner_id': lead.partner_id and lead.partner_id.id or False,
|
||||
'partner_address_id': lead.partner_address_id and lead.partner_address_id.id or False,
|
||||
'partner_phone' : phone or lead.phone or (lead.partner_address_id and lead.partner_address_id.phone or False),
|
||||
'partner_mobile' : lead.partner_address_id and lead.partner_address_id.mobile or False,
|
||||
'priority': lead.priority,
|
||||
}
|
||||
return value
|
||||
|
||||
new_id = phonecall.create(cr, uid, vals, context=context)
|
||||
phonecall.case_open(cr, uid, [new_id])
|
||||
if action == 'log':
|
||||
phonecall.case_close(cr, uid, [new_id])
|
||||
phonecall_dict[lead.id] = new_id
|
||||
return phonecall_dict
|
||||
|
||||
|
||||
def redirect_opportunity_view(self, cr, uid, opportunity_id, context=None):
|
||||
models_data = self.pool.get('ir.model.data')
|
||||
|
||||
# Get Opportunity views
|
||||
form_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_oppor')
|
||||
tree_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_oppor')
|
||||
return {
|
||||
'name': _('Opportunity'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'tree, form',
|
||||
'res_model': 'crm.lead',
|
||||
'domain': [('type', '=', 'opportunity')],
|
||||
'res_id': int(opportunity_id),
|
||||
'view_id': False,
|
||||
'views': [(form_view and form_view[1] or False, 'form'),
|
||||
(tree_view and tree_view[1] or False, 'tree'),
|
||||
(False, 'calendar'), (False, 'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
}
|
||||
|
||||
|
||||
def message_new(self, cr, uid, msg, custom_values=None, context=None):
|
||||
"""Automatically calls when new email message arrives"""
|
||||
|
@ -440,24 +785,17 @@ class crm_lead(crm_case, osv.osv):
|
|||
This opens Meeting's calendar view to schedule meeting on current Opportunity
|
||||
@return : Dictionary value for created Meeting view
|
||||
"""
|
||||
if context is None:
|
||||
context = {}
|
||||
value = {}
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
for opp in self.browse(cr, uid, ids, context=context):
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
|
||||
# Get meeting views
|
||||
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
|
||||
res = data_obj.read(cr, uid, result, ['res_id'])
|
||||
id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet')
|
||||
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_meet')
|
||||
if id1:
|
||||
id1 = data_obj.browse(cr, uid, id1, context=context).res_id
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
context = {
|
||||
tree_view = data_obj.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_meet')
|
||||
form_view = data_obj.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_meet')
|
||||
calander_view = data_obj.get_object_reference(cr, uid, 'crm', 'crm_case_calendar_view_meet')
|
||||
search_view = data_obj.get_object_reference(cr, uid, 'crm', 'view_crm_case_meetings_filter')
|
||||
context.update({
|
||||
'default_opportunity_id': opp.id,
|
||||
'default_partner_id': opp.partner_id and opp.partner_id.id or False,
|
||||
'default_user_id': uid,
|
||||
|
@ -465,7 +803,7 @@ class crm_lead(crm_case, osv.osv):
|
|||
'default_email_from': opp.email_from,
|
||||
'default_state': 'open',
|
||||
'default_name': opp.name
|
||||
}
|
||||
})
|
||||
value = {
|
||||
'name': _('Meetings'),
|
||||
'context': context,
|
||||
|
@ -473,9 +811,9 @@ class crm_lead(crm_case, osv.osv):
|
|||
'view_mode': 'calendar,form,tree',
|
||||
'res_model': 'crm.meeting',
|
||||
'view_id': False,
|
||||
'views': [(id1, 'calendar'), (id2, 'form'), (id3, 'tree')],
|
||||
'views': [(calander_view and calander_view[1] or False, 'calendar'), (form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id'],
|
||||
'search_view_id': search_view and search_view[1] or False,
|
||||
'nodestroy': True
|
||||
}
|
||||
return value
|
||||
|
|
|
@ -1,6 +1,6 @@
|
|||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data noupdate="1">
|
||||
<data>
|
||||
<!-- Demo Leads -->
|
||||
<record id="crm_case_itisatelesalescampaign0" model="crm.lead">
|
||||
<field name="type_id" ref="crm.type_lead1"/>
|
||||
|
@ -9,8 +9,8 @@
|
|||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval="'The Oil Company'" name="partner_name"/>
|
||||
<field eval="'draft'" name="state"/>
|
||||
<field name="section_id" ref="crm.section_sales_department"/>
|
||||
<field eval="'Luc Latour'" name="contact_name"/>
|
||||
<field name="section_id" ref="crm.section_sales_marketing_department"/>
|
||||
<field eval="'Luc Latour'" name="contact_name"/>
|
||||
<field name="title" ref="base.res_partner_title_sir"/>
|
||||
<field eval="'Training Manager'" name="function"/>
|
||||
<field eval="'Paris'" name="city"/>
|
||||
|
@ -92,7 +92,7 @@
|
|||
<field eval="'Bruxelles'" name="city"/>
|
||||
<field name="country_id" ref="base.be"/>
|
||||
<field eval="'draft'" name="state"/>
|
||||
<field name="section_id" ref="crm.section_sales_department"/>
|
||||
<field name="section_id" ref="crm.section_sales_marketing_department"/>
|
||||
<field eval="'(333) 715-1450'" name="mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm.categ_oppor1"/>
|
||||
|
|
|
@ -59,10 +59,11 @@
|
|||
widget="selection"
|
||||
domain="[('object_id.model','=','crm.lead')]"/>
|
||||
<button
|
||||
name="convert_opportunity"
|
||||
name="%(crm.action_crm_lead2opportunity_partner)d"
|
||||
string="Convert to Opportunity"
|
||||
help="Convert to Opportunity" icon="gtk-go-forward"
|
||||
type="object"/>
|
||||
type="action"
|
||||
/>
|
||||
<newline />
|
||||
<field name="user_id" />
|
||||
<field name="section_id" widget="selection" />
|
||||
|
@ -142,34 +143,6 @@
|
|||
type="object" icon="gtk-convert" />
|
||||
</group>
|
||||
</page>
|
||||
<page string="Extra Info" groups="base.group_extended">
|
||||
<group colspan="2" col="2">
|
||||
<separator string="Categorization" colspan="2" col="2"/>
|
||||
<field name="company_id"
|
||||
groups="base.group_multi_company"
|
||||
widget="selection" colspan="2" />
|
||||
<field name="type_id" select="1" widget="selection"/>
|
||||
<field name="channel_id" select="1" widget="selection"/>
|
||||
<field name="referred"/>
|
||||
</group>
|
||||
<group colspan="2" col="2">
|
||||
<separator string="Dates" colspan="2" col="2"/>
|
||||
<field name="create_date"/>
|
||||
<field name="write_date"/>
|
||||
<field name="date_open"/>
|
||||
<field name="date_closed"/>
|
||||
</group>
|
||||
<group colspan="2" col="2">
|
||||
<separator string="Mailings" colspan="2" col="2"/>
|
||||
<field name="optin" on_change="on_change_optin(optin)"/>
|
||||
<field name="optout" on_change="on_change_optout(optout)"/>
|
||||
</group>
|
||||
<group colspan="2" col="2">
|
||||
<separator string="Statistics" colspan="2" col="2"/>
|
||||
<field name="day_open"/>
|
||||
<field name="day_close"/>
|
||||
</group>
|
||||
</page>
|
||||
<page string="Communication & History" groups="base.group_extended">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" widget="char" size="512"/>
|
||||
|
@ -222,6 +195,34 @@
|
|||
name="%(mail.action_email_compose_message_wizard)d"
|
||||
icon="terp-mail-message-new" type="action"/>
|
||||
</page>
|
||||
<page string="Extra Info" groups="base.group_extended">
|
||||
<group colspan="2" col="2">
|
||||
<separator string="Categorization" colspan="2" col="2"/>
|
||||
<field name="company_id"
|
||||
groups="base.group_multi_company"
|
||||
widget="selection" colspan="2" />
|
||||
<field name="type_id" select="1" widget="selection"/>
|
||||
<field name="channel_id" select="1" widget="selection"/>
|
||||
<field name="referred"/>
|
||||
</group>
|
||||
<group colspan="2" col="2">
|
||||
<separator string="Dates" colspan="2" col="2"/>
|
||||
<field name="create_date"/>
|
||||
<field name="write_date"/>
|
||||
<field name="date_open"/>
|
||||
<field name="date_closed"/>
|
||||
</group>
|
||||
<group colspan="2" col="2">
|
||||
<separator string="Mailings" colspan="2" col="2"/>
|
||||
<field name="optin" on_change="on_change_optin(optin)"/>
|
||||
<field name="optout" on_change="on_change_optout(optout)"/>
|
||||
</group>
|
||||
<group colspan="2" col="2">
|
||||
<separator string="Statistics" colspan="2" col="2"/>
|
||||
<field name="day_open"/>
|
||||
<field name="day_close"/>
|
||||
</group>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
|
@ -304,31 +305,46 @@
|
|||
<field name="priority"/>
|
||||
<field name="planned_revenue" sum="Expected Revenues"/>
|
||||
<field name="user_email"/>
|
||||
<field name="user_id"/>
|
||||
<field name="partner_address_email"/>
|
||||
<templates>
|
||||
<t t-name="lead_details">
|
||||
<ul class="oe_kanban_tooltip">
|
||||
<li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
|
||||
<li><b>Probability:</b> <field name="probability"/>%%</li>
|
||||
<li><b>Creation date:</b> <field name="create_date"/></li>
|
||||
<li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
|
||||
</ul>
|
||||
</t>
|
||||
<t t-name="kanban-box">
|
||||
<t t-set="color" t-value="kanban_color(record.color.raw_value)"/>
|
||||
<div t-att-class="color + (record.priority.raw_value == 1 ? ' oe_kanban_color_alert' : '')">
|
||||
<t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="border">oe_kanban_color_red</t>
|
||||
<div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
|
||||
<div class="oe_kanban_box oe_kanban_color_border">
|
||||
<table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
|
||||
<tr>
|
||||
<td class="oe_kanban_title3" align="left" valign="middle">
|
||||
<td align="left" valign="middle" width="16">
|
||||
<a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
|
||||
<a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.6; filter:alpha(opacity=60);"/>
|
||||
</td>
|
||||
<td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
|
||||
<field name="partner_id"/>
|
||||
<t t-if="record.planned_revenue.raw_value">
|
||||
- <t t-esc="Math.round(record.planned_revenue.value)"/>
|
||||
<field name="company_currency"/>
|
||||
</t>
|
||||
</td>
|
||||
<td class="oe_kanban_title2" align="right" valign="middle" t-if="record.planned_revenue.raw_value" nowrap="nowrap">
|
||||
<t t-esc="Math.round(record.planned_revenue.value)"/> <field name="company_currency"/>
|
||||
</td>
|
||||
<td valign="top" width="22"><img t-att-src="kanban_gravatar(record.user_email.value, 22)" class="oe_kanban_gravatar"/></td>
|
||||
<td valign="top" width="22"><img t-att-src="kanban_gravatar(record.user_email.value, 22)" class="oe_kanban_gravatar" t-att-title="record.user_id.value"/></td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
|
||||
<div class="oe_kanban_right oe_kanban_small">
|
||||
<field name="user_login"/>
|
||||
</div>
|
||||
<div>
|
||||
<b><field name="partner_address_name"/></b>
|
||||
<b>
|
||||
<a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
|
||||
<field name="partner_address_name"/>
|
||||
</a>
|
||||
<field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
|
||||
</b>
|
||||
</div>
|
||||
<div>
|
||||
<field name="name"/>
|
||||
|
@ -344,13 +360,14 @@
|
|||
<a string="Change Color" icon="color-picker" type="color" name="color"/>
|
||||
<a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
|
||||
<a string="Schedule/Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
|
||||
<a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
|
||||
<a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
|
||||
<a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
|
||||
</div>
|
||||
<div class="oe_kanban_right">
|
||||
<a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
|
||||
<a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
|
||||
<a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
|
||||
<a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
|
||||
<a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
|
||||
<a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
|
||||
</div>
|
||||
<br class="oe_kanban_clear"/>
|
||||
</div>
|
||||
|
@ -443,7 +460,7 @@
|
|||
<field name="name">Opportunities</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="type">form</field>
|
||||
<field name="priority">10</field>
|
||||
<field name="priority">20</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Opportunities">
|
||||
<group colspan="4" col="7">
|
||||
|
@ -689,6 +706,7 @@
|
|||
domain="[('state','=','pending')]"/>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" string="Opportunity / Customer" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
|
||||
<field name="partner_id" string="Customer / Email" filter_domain="['|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self)]"/>
|
||||
<field name="user_id">
|
||||
<filter icon="terp-personal-"
|
||||
domain="[('user_id','=', False)]"
|
||||
|
|
|
@ -102,11 +102,6 @@ class crm_phonecall(crm_base, osv.osv):
|
|||
|
||||
def case_close(self, cr, uid, ids, *args):
|
||||
"""Overrides close for crm_case for setting close date
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of case Ids
|
||||
@param *args: Tuple Value for additional Params
|
||||
"""
|
||||
res = True
|
||||
for phone in self.browse(cr, uid, ids):
|
||||
|
@ -121,11 +116,6 @@ class crm_phonecall(crm_base, osv.osv):
|
|||
|
||||
def case_reset(self, cr, uid, ids, *args):
|
||||
"""Resets case as Todo
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of case Ids
|
||||
@param *args: Tuple Value for additional Params
|
||||
"""
|
||||
res = super(crm_phonecall, self).case_reset(cr, uid, ids, args, 'crm.phonecall')
|
||||
self.write(cr, uid, ids, {'duration': 0.0})
|
||||
|
@ -134,25 +124,147 @@ class crm_phonecall(crm_base, osv.osv):
|
|||
|
||||
def case_open(self, cr, uid, ids, *args):
|
||||
"""Overrides cancel for crm_case for setting Open Date
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of case's Ids
|
||||
@param *args: Give Tuple Value
|
||||
"""
|
||||
res = super(crm_phonecall, self).case_open(cr, uid, ids, *args)
|
||||
self.write(cr, uid, ids, {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
|
||||
return res
|
||||
|
||||
def schedule_another_phonecall(self, cr, uid, ids, schedule_time, call_summary, \
|
||||
user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
|
||||
"""
|
||||
action :('schedule','Schedule a call'), ('log','Log a call')
|
||||
"""
|
||||
model_data = self.pool.get('ir.model.data')
|
||||
phonecall_dict = {}
|
||||
if not categ_id:
|
||||
res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
|
||||
if res_id:
|
||||
categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
|
||||
for call in self.browse(cr, uid, ids, context=context):
|
||||
if not section_id:
|
||||
section_id = call.section_id and call.section_id.id or False
|
||||
if not user_id:
|
||||
user_id = call.user_id and call.user_id.id or False
|
||||
vals = {
|
||||
'name' : call_summary,
|
||||
'user_id' : user_id or False,
|
||||
'categ_id' : categ_id or False,
|
||||
'description' : call.description or False,
|
||||
'date' : schedule_time,
|
||||
'section_id' : section_id or False,
|
||||
'partner_id': call.partner_id and call.partner_id.id or False,
|
||||
'partner_address_id': call.partner_address_id and call.partner_address_id.id or False,
|
||||
'partner_phone' : call.partner_phone,
|
||||
'partner_mobile' : call.partner_mobile,
|
||||
'priority': call.priority,
|
||||
}
|
||||
|
||||
new_id = self.create(cr, uid, vals, context=context)
|
||||
self.case_open(cr, uid, [new_id])
|
||||
if action == 'log':
|
||||
self.case_close(cr, uid, [new_id])
|
||||
phonecall_dict[call.id] = new_id
|
||||
return phonecall_dict
|
||||
|
||||
def _call_create_partner(self, cr, uid, phonecall, context=None):
|
||||
partner = self.pool.get('res.partner')
|
||||
partner_id = partner.create(cr, uid, {
|
||||
'name': phonecall.name,
|
||||
'user_id': phonecall.user_id.id,
|
||||
'comment': phonecall.description,
|
||||
'address': []
|
||||
})
|
||||
return partner_id
|
||||
|
||||
def _call_set_partner(self, cr, uid, ids, partner_id, context=None):
|
||||
return self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
|
||||
|
||||
def _call_create_partner_address(self, cr, uid, phonecall, partner_id, context=None):
|
||||
address = self.pool.get('res.partner.address')
|
||||
return address.create(cr, uid, {
|
||||
'partner_id': partner_id,
|
||||
'name': phonecall.name,
|
||||
'phone': phonecall.partner_phone,
|
||||
})
|
||||
|
||||
def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None):
|
||||
"""
|
||||
This function convert partner based on action.
|
||||
if action is 'create', create new partner with contact and assign lead to new partner_id.
|
||||
otherwise assign lead to specified partner_id
|
||||
"""
|
||||
if context is None:
|
||||
context = {}
|
||||
partner_ids = {}
|
||||
for call in self.browse(cr, uid, ids, context=context):
|
||||
if action == 'create':
|
||||
if not partner_id:
|
||||
partner_id = self._call_create_partner(cr, uid, call, context=context)
|
||||
self._call_create_partner_address(cr, uid, call, partner_id, context=context)
|
||||
self._call_set_partner(cr, uid, [call.id], partner_id, context=context)
|
||||
partner_ids[call.id] = partner_id
|
||||
return partner_ids
|
||||
|
||||
|
||||
def redirect_phonecall_view(self, cr, uid, phonecall_id, context=None):
|
||||
model_data = self.pool.get('ir.model.data')
|
||||
# Select the view
|
||||
tree_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_tree_view')
|
||||
form_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_form_view')
|
||||
search_view = model_data.get_object_reference(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
|
||||
value = {
|
||||
'name': _('Phone Call'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'tree,form',
|
||||
'res_model': 'crm.phonecall',
|
||||
'res_id' : int(phonecall_id),
|
||||
'views': [(form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree'), (False, 'calendar')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': search_view and search_view[1] or False,
|
||||
}
|
||||
return value
|
||||
|
||||
|
||||
def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0, context=None):
|
||||
partner = self.pool.get('res.partner')
|
||||
address = self.pool.get('res.partner.address')
|
||||
opportunity = self.pool.get('crm.lead')
|
||||
opportunity_dict = {}
|
||||
default_contact = False
|
||||
for call in self.browse(cr, uid, ids, context=context):
|
||||
if not partner_id:
|
||||
partner_id = call.partner_id and call.partner_id.id or False
|
||||
if partner_id:
|
||||
address_id = partner.address_get(cr, uid, [partner_id])['default']
|
||||
if address_id:
|
||||
default_contact = address.browse(cr, uid, address_id, context=context)
|
||||
opportunity_id = opportunity.create(cr, uid, {
|
||||
'name': opportunity_summary or call.name,
|
||||
'planned_revenue': planned_revenue,
|
||||
'probability': probability,
|
||||
'partner_id': partner_id or False,
|
||||
'partner_address_id': default_contact and default_contact.id,
|
||||
'phone': default_contact and default_contact.phone,
|
||||
'mobile': default_contact and default_contact.mobile,
|
||||
'section_id': call.section_id and call.section_id.id or False,
|
||||
'description': call.description or False,
|
||||
'priority': call.priority,
|
||||
'type': 'opportunity',
|
||||
'phone': call.partner_phone or False,
|
||||
})
|
||||
vals = {
|
||||
'partner_id': partner_id,
|
||||
'opportunity_id' : opportunity_id,
|
||||
}
|
||||
self.write(cr, uid, [call.id], vals)
|
||||
self.case_close(cr, uid, [call.id])
|
||||
opportunity.case_open(cr, uid, [opportunity_id])
|
||||
opportunity_dict[call.id] = opportunity_id
|
||||
return opportunity_dict
|
||||
|
||||
def action_make_meeting(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This opens Meeting's calendar view to schedule meeting on current Phonecall
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Phonecall to Meeting IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary value for created Meeting view
|
||||
"""
|
||||
value = {}
|
||||
|
|
|
@ -83,9 +83,6 @@
|
|||
<field eval="2.08" name="duration"/>
|
||||
</record>
|
||||
<record id="crm_case_phone06" model="crm.phonecall">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Bad time"" name="name"/>
|
||||
|
|
|
@ -147,6 +147,7 @@ class crm_lead_report(osv.osv):
|
|||
extract('epoch' from (c.date_open-c.create_date))/(3600*24) as delay_open
|
||||
FROM
|
||||
crm_lead c
|
||||
WHERE c.active = 'true'
|
||||
)""")
|
||||
|
||||
crm_lead_report()
|
||||
|
|
|
@ -33,6 +33,44 @@ class res_partner(osv.osv):
|
|||
'phonecall_ids': fields.one2many('crm.phonecall', 'partner_id',\
|
||||
'Phonecalls'),
|
||||
}
|
||||
|
||||
def redirect_partner_form(self, cr, uid, partner_id, context=None):
|
||||
search_view = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'base', 'view_res_partner_filter')
|
||||
value = {
|
||||
'domain': "[]",
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'res.partner',
|
||||
'res_id': int(partner_id),
|
||||
'view_id': False,
|
||||
'context': context,
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': search_view and search_view[1] or False
|
||||
}
|
||||
return value
|
||||
|
||||
def make_opportunity(self, cr, uid, ids, opportunity_summary, planned_revenue=0.0, probability=0.0, partner_id=None, context=None):
|
||||
categ = self.pool.get('crm.case.categ')
|
||||
address = self.address_get(cr, uid, ids)
|
||||
categ_ids = categ.search(cr, uid, [('object_id.model','=','crm.lead')])
|
||||
lead = self.pool.get('crm.lead')
|
||||
opportunity_ids = {}
|
||||
for partner in self.browse(cr, uid, ids, context=context):
|
||||
address = self.address_get(cr, uid, [partner.id])['default']
|
||||
if not partner_id:
|
||||
partner_id = partner.id
|
||||
opportunity_id = lead.create(cr, uid, {
|
||||
'name' : opportunity_summary,
|
||||
'planned_revenue' : planned_revenue,
|
||||
'probability' : probability,
|
||||
'partner_id' : partner_id,
|
||||
'partner_address_id' : address,
|
||||
'categ_id' : categ_ids and categ_ids[0] or '',
|
||||
'state' :'draft',
|
||||
'type': 'opportunity'
|
||||
})
|
||||
opportunity_ids[partner_id] = opportunity_id
|
||||
return opportunity_ids
|
||||
res_partner()
|
||||
|
||||
|
||||
|
|
|
@ -0,0 +1,30 @@
|
|||
Return-Path: <info@customer.com>
|
||||
X-Original-To: info@customer.com
|
||||
Delivered-To: sales@my.com
|
||||
Received: by mail.my.com (Postfix, from userid xxx)
|
||||
id 822ECBFB67; Mon, 24 Oct 2011 07:36:51 +0200 (CEST)
|
||||
X-Spam-Checker-Version: SpamAssassin 3.3.1 (2010-03-16) on mail.my.com
|
||||
X-Spam-Level:
|
||||
X-Spam-Status: No, score=-1.0 required=5.0 tests=ALL_TRUSTED autolearn=ham
|
||||
version=3.3.1
|
||||
Received: from [192.168.1.146]
|
||||
(Authenticated sender: info@mail.customer.com)
|
||||
by mail.customer.com (Postfix) with ESMTPSA id 07A30BFAB4
|
||||
for <sales@my.com>; Mon, 24 Oct 2011 07:36:50 +0200 (CEST)
|
||||
Message-ID: <4EA4F95D.904@customer.com>
|
||||
Date: Mon, 24 Oct 2011 11:06:29 +0530
|
||||
From: Mr. John Right <info@customer.com>
|
||||
User-Agent: Mozilla/5.0 (X11; U; Linux i686; en-US; rv:1.9.2.14) Gecko/20110223 Lightning/1.0b2 Thunderbird/3.1.8
|
||||
MIME-Version: 1.0
|
||||
To: sales@my.com
|
||||
Subject: Fournir votre devis avec le meilleur prix.
|
||||
Content-Type: text/plain; charset=ISO-8859-1; format=flowed
|
||||
Content-Transfer-Encoding: 8bit
|
||||
|
||||
Bonjour l'équipe de vente,
|
||||
|
||||
Je veux acheter vos produits et services.
|
||||
|
||||
S'il vous plaît fournir votre cotation avec le meilleur prix.
|
||||
|
||||
Merci
|
|
@ -0,0 +1,53 @@
|
|||
-
|
||||
I cancel unqualified lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_cancel(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
|
||||
-
|
||||
I check cancelled lead.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in cancel state}:
|
||||
- state == "cancel"
|
||||
-
|
||||
I reset cancelled lead into unqualified lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_reset(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
|
||||
-
|
||||
I check unqualified lead after reset.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in draft state}:
|
||||
- state == "draft"
|
||||
-
|
||||
I put unqualified lead into pending.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_pending(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
|
||||
-
|
||||
I check status of pending lead.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in pending state}:
|
||||
- state == "pending"
|
||||
-
|
||||
I Escalate the Lead to Parent Team.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_escalate(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
|
||||
-
|
||||
I check lead escalate to Parent Team.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Escalate lead to parent team}:
|
||||
- section_id.name == "Sales Department"
|
||||
-
|
||||
I mark as lost the opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_mark_lost(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
|
||||
-
|
||||
I check opportunity after lost.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_itisatelesalescampaign0'))
|
||||
assert lead.state == 'done', "lead is not done state"
|
||||
assert lead.stage_id.id == ref('crm.stage_lead6'), 'Stage is not changed!'
|
||||
assert lead.probability == 0.0, 'Probability is wrong!'
|
|
@ -0,0 +1,56 @@
|
|||
-
|
||||
Customer interested in our product. so He send request by email to get more details.
|
||||
-
|
||||
Mail script will be fetched him request from mail server. so I process that mail after read EML file
|
||||
-
|
||||
!python {model: mail.thread}: |
|
||||
import addons
|
||||
request_file = open(addons.get_module_resource('crm','test', 'customer_request.eml'),'rb')
|
||||
request_message = request_file.read()
|
||||
self.message_process(cr, uid, 'crm.lead', request_message)
|
||||
-
|
||||
After getting the mail, I check details of new lead of that customer.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
assert lead_ids and len(lead_ids), "Lead is not created after getting request"
|
||||
lead = self.browse(cr, uid, lead_ids[0], context=context)
|
||||
assert not lead.partner_id, "Customer should be a new"
|
||||
assert lead.name == "Fournir votre devis avec le meilleur prix.", "Subject does not match"
|
||||
-
|
||||
I reply him request with welcome message.
|
||||
-
|
||||
!python {model: mail.compose.message}: |
|
||||
lead_ids = self.pool.get('crm.lead').search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
context.update({'active_model': 'crm.lead','active_id': lead_ids[0]})
|
||||
id = self.create(cr, uid, {'body_text': "Merci à l'intérêt pour notre produit.nous vous contacterons bientôt. Merci", 'email_from': 'sales@mycompany.com'}, context=context)
|
||||
try:
|
||||
self.send_mail(cr, uid, [id], context=context)
|
||||
except:
|
||||
pass
|
||||
-
|
||||
Now, I convert him into customer and put into regular customer list.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
self.convert_partner(cr, uid, lead_ids, context=context)
|
||||
-
|
||||
Now, I search customer in regular customer list.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
partner_ids = self.message_partner_by_email(cr, uid, 'Mr. John Right <info@customer.com>')
|
||||
assert partner_ids.get('partner_id'), "Customer is not found in regular customer list."
|
||||
-
|
||||
I convert one phonecall request as a customer and put into regular customer list.
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
self.convert_partner(cr, uid, [ref('crm.crm_case_phone06')], context=context)
|
||||
-
|
||||
I check converted phonecall to partner.
|
||||
-
|
||||
!python {model: res.partner}: |
|
||||
partner_id = self.search(cr, uid, [('phonecall_ids', '=', ref('crm.crm_case_phone06'))])
|
||||
assert partner_id, "Customer is not found in regular customer list."
|
||||
data = self.browse(cr, uid, partner_id, context=context)[0]
|
||||
assert data.user_id.id == ref("base.user_root"), "User not assign properly"
|
||||
assert data.name == "Bad time", "User not assign properly"
|
|
@ -0,0 +1,90 @@
|
|||
-
|
||||
In order to test convert customer lead into opportunity,
|
||||
-
|
||||
I open customer lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref("crm_case_qrecorp0")])
|
||||
-
|
||||
I check lead state is "Open".
|
||||
-
|
||||
!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in open state}:
|
||||
- state == "open"
|
||||
-
|
||||
I convert lead into opportunity for exiting customer.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.convert_opportunity(cr, uid ,[ref("crm_case_qrecorp0")], ref("base.res_partner_agrolait"))
|
||||
-
|
||||
I check details of converted opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
|
||||
assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||||
assert lead.partner_id.id == ref("base.res_partner_agrolait"), 'Partner missmatch!'
|
||||
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
|
||||
-
|
||||
Now I begin communication and schedule a phone call with the customer.
|
||||
-
|
||||
!python {model: crm.opportunity2phonecall}: |
|
||||
import time
|
||||
context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_qrecorp0')]})
|
||||
call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
|
||||
'name': "Bonjour M. Jean, Comment êtes-vous? J'ai obtenu votre demande. peut-on parler au sujet de ce pour quelques minutes?"}, context=context)
|
||||
self.action_schedule(cr, uid, [call_id], context=context)
|
||||
-
|
||||
I check that phonecall is scheduled for that opportunity.
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_qrecorp0'))])
|
||||
assert len(ids), 'phonecall is not scheduled'
|
||||
-
|
||||
Now I schedule Meeting with Customer.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.action_makeMeeting(cr, uid, [ref('crm_case_qrecorp0')])
|
||||
|
||||
-
|
||||
After communicated with customer, I put some notes with Contract details.
|
||||
-
|
||||
!python {model: crm.add.note}: |
|
||||
context.update({'active_model': 'crm.lead', 'active_id': ref('crm_case_qrecorp0')})
|
||||
note_id = self.create(cr, uid, {'body': "ces détails envoyés par le client sur le FAX pour la qualité"})
|
||||
self.action_add(cr, uid, [note_id], context=context)
|
||||
-
|
||||
Finally, I won this opportunity, so I close this opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_mark_won(cr, uid, [ref("crm_case_qrecorp0")])
|
||||
-
|
||||
I check details of the opportunity After won the opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
|
||||
assert lead.state == 'done', 'Opportunity is not in done state!'
|
||||
assert lead.stage_id.name == 'Won', ' Stage of Opportunity is not win!'
|
||||
assert lead.probability == 100.0, 'probability revenue should not be 100.0!'
|
||||
-
|
||||
I convert mass lead into opportunity customer.
|
||||
-
|
||||
!python {model: crm.lead2opportunity.partner.mass}: |
|
||||
context.update({'active_model': 'crm.lead', 'active_ids': [ref("crm_case_employee0"), ref("crm_case_electonicgoodsdealer0")], 'active_id': ref("crm_case_qrecorp0")})
|
||||
id = self.create(cr, uid, {'user_ids': [ref('base.user_root')], 'section_id': ref('crm.section_sales_department')}, context=context)
|
||||
self.mass_convert(cr, uid, [id], context=context)
|
||||
-
|
||||
Now I check First lead converted on opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
opp = self.browse(cr, uid, ref('crm_case_employee0'))
|
||||
assert opp.name == "Need Info about Onsite Intervention", "Opportunity name not correct"
|
||||
assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||||
assert opp.partner_id.name == "Agrolait", 'Partner missmatch!'
|
||||
assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
|
||||
-
|
||||
Then check for Second lead converted on opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
opp = self.browse(cr, uid, ref('crm_case_electonicgoodsdealer0'))
|
||||
assert opp.name == "Interest in Your New Product", "Opportunity name not correct"
|
||||
assert opp.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||||
assert opp.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
|
|
@ -0,0 +1,51 @@
|
|||
-
|
||||
I make direct opportunity for Customer.
|
||||
-
|
||||
!python {model: crm.partner2opportunity}: |
|
||||
context.update({'active_model': 'res.partner', 'active_ids': [ref("base.res_partner_9")]})
|
||||
res_id = self.create(cr, uid, {'name': "enquête pour l'achat de services"}, context=context)
|
||||
self.make_opportunity(cr, uid, [res_id], context=context)
|
||||
-
|
||||
I make another opportunity from phonecall for same customer.
|
||||
-
|
||||
!python {model: crm.phonecall2opportunity}: |
|
||||
context.update({'active_model': 'crm.phonecall', 'active_ids': [ref("crm.crm_case_phone06")]})
|
||||
res_id = self.create(cr, uid, {'name': "Quoi de prix de votre autre service?", 'partner_id': ref("base.res_partner_9")}, context=context)
|
||||
self.make_opportunity(cr, uid, [res_id], context=context)
|
||||
-
|
||||
Now I merge all opportunities of customer.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
opportunity_ids = self.search(cr, uid, [('partner_id','=', ref("base.res_partner_9"))])
|
||||
self.merge_opportunity(cr, uid, opportunity_ids, context=context)
|
||||
-
|
||||
I check for merged opportunities for customer.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
merge_id = self.search(cr, uid, [('partner_id','=', ref("base.res_partner_9"))])
|
||||
assert merge_id, 'Fail to create Merge opportunity'
|
||||
merge_data = self.browse(cr, uid, merge_id)[0]
|
||||
assert merge_data.type == 'opportunity', 'Merged opportunity type not change!'
|
||||
assert merge_data.partner_id.id == ref("base.res_partner_9"), 'Partner missmatch!'
|
||||
-
|
||||
Now I schedule another phonecall to customer after merged.
|
||||
-
|
||||
!python {model: crm.phonecall2phonecall}: |
|
||||
context.update({'active_model': 'crm.phonecall', 'active_ids': [ref("crm.crm_case_phone06")]})
|
||||
res_id = self.create(cr, uid, {'name': "vos chances sont fusionnés en un seul"}, context=context)
|
||||
self.action_schedule(cr, uid, [res_id], context=context)
|
||||
-
|
||||
I schedule Meeting on this phonecall.
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
self.action_make_meeting(cr, uid, [ref("crm.crm_case_phone06")])
|
||||
-
|
||||
I setting Phone call to Held (Done).
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
self.case_close(cr, uid, [ref("crm.crm_case_phone06")])
|
||||
-
|
||||
I check that the phone call is in 'Held' state.
|
||||
-
|
||||
!assert {model: crm.phonecall, id: crm.crm_case_phone06, string: Phone call Helded}:
|
||||
- state == "done"
|
|
@ -0,0 +1,16 @@
|
|||
-
|
||||
In order to test segmentation process which create specific partner categories criteria,
|
||||
-
|
||||
I start the process.
|
||||
-
|
||||
!python {model: crm.segmentation}: |
|
||||
self.process_start(cr, uid, [ref("crm_segmentation0")],context)
|
||||
#Todo: Need to check after segmentation started
|
||||
|
||||
-
|
||||
I create rule Segmentation line record for partner .
|
||||
-
|
||||
!python {model: crm.segmentation.line}: |
|
||||
id = self.create(cr, uid, {'name': "OpenERP partners",'expr_value': 25})
|
||||
self.test(cr, uid, [id],partner_id=0)
|
||||
#Todo: Need to test segmantation line record
|
|
@ -1,154 +0,0 @@
|
|||
-
|
||||
In order to test the CRM in OpenERP, I will do a customer qualification
|
||||
process that starts with a fist contact with a customer (a lead), which will
|
||||
be converted to a business opportunity and a partner.
|
||||
-
|
||||
I create a two new users "user_crm" and I assign the group "salesman".
|
||||
-
|
||||
!record {model: res.users, id: res_users_usercrm0}:
|
||||
company_id: base.main_company
|
||||
context_lang: en_US
|
||||
context_section_id: crm.section_sales_department
|
||||
groups_id:
|
||||
- base.group_sale_salesman
|
||||
login: user_crm
|
||||
name: user_crm
|
||||
password: user_crm
|
||||
|
||||
- |
|
||||
I start by creating a new lead "New Customer" and I provide an address to this
|
||||
new customer, as well as an email "info@mycustomer.com".
|
||||
-
|
||||
!record {model: crm.lead, id: crm_lead_newcustomer0}:
|
||||
email_from: info@mycustomer.com
|
||||
name: New Customer
|
||||
partner_name: Capegemini
|
||||
partner_id: base.res_partner_9
|
||||
phone: (855) 924-4364
|
||||
mobile: (333) 715-1450
|
||||
section_id: crm.section_sales_department
|
||||
referred: False
|
||||
- |
|
||||
I check that the lead is in 'draft' state.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in Draft}:
|
||||
- state == "draft"
|
||||
-
|
||||
I open lead by click on "Open" button.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref("crm_lead_newcustomer0")])
|
||||
fields={
|
||||
'day_open': 0.0,
|
||||
'day_close': 0.0
|
||||
}
|
||||
self._compute_day(cr, uid, [ref("crm_lead_newcustomer0")], fields, context)
|
||||
- |
|
||||
I check that lead is now in 'open' state.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in open state}:
|
||||
- state == "open"
|
||||
-
|
||||
I search id for case object.
|
||||
-
|
||||
!python {model: crm.case.categ}: |
|
||||
self._find_object_id(cr, uid, context)
|
||||
- |
|
||||
As the lead seems to be a real business opportunity, I will convert it to a
|
||||
partner
|
||||
and a business opportunity by clicking on the "Convert" button.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_lead_newcustomer0'))
|
||||
action = self.convert_opportunity(cr, uid, [ref("crm_lead_newcustomer0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
|
||||
assert action['res_model'] == 'crm.lead2opportunity.partner'
|
||||
-
|
||||
|
|
||||
I select "create a new partner" option.
|
||||
-
|
||||
!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_0}:
|
||||
action: 'create'
|
||||
name: 'convert'
|
||||
-
|
||||
Then, Click on "Create Opportunity" button.
|
||||
-
|
||||
!python {model: crm.lead2opportunity.partner}: |
|
||||
self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_0")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
|
||||
-
|
||||
|
|
||||
I select "Link to an existing partner" option.
|
||||
-
|
||||
!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_1}:
|
||||
action: 'exist'
|
||||
-
|
||||
Then, Click on "Create Opportunity" button.
|
||||
-
|
||||
!python {model: crm.lead2opportunity.partner}: |
|
||||
self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_1")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
|
||||
-
|
||||
|
|
||||
I select "Do not link to a partner" option.
|
||||
-
|
||||
!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_2}:
|
||||
action: 'nothing'
|
||||
-
|
||||
Then, Click on "Create Opportunity" button.
|
||||
-
|
||||
!python {model: crm.lead2opportunity.partner}: |
|
||||
self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_2")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
|
||||
- |
|
||||
In order to check the opportunity is created or not, I check type.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref("crm_lead_newcustomer0"))
|
||||
assert lead.type == 'opportunity'
|
||||
|
||||
-
|
||||
I create mass report of lead to opprtunity partner.
|
||||
-
|
||||
!record {model: crm.lead2opportunity.partner.mass, id: crm_lead2opportunity_partner_mass0}:
|
||||
user_ids:
|
||||
- base.user_root
|
||||
section_id: crm.section_sales_department
|
||||
-
|
||||
Then, execute that mass wizard.
|
||||
-
|
||||
!python {model: crm.lead2opportunity.partner.mass}: |
|
||||
self.mass_convert(cr, uid, [ref("crm_lead2opportunity_partner_mass0")],{'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
|
||||
-
|
||||
I close lead by click on "close" button.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_close(cr, uid, [ref("crm_lead_newcustomer0")])
|
||||
- |
|
||||
I check that lead is now in 'done' state.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in done state}:
|
||||
- state == "done"
|
||||
-
|
||||
I cancel lead by click on "cancel" button.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_cancel(cr, uid, [ref("crm_lead_newcustomer0")])
|
||||
- |
|
||||
I check that lead is now in 'cancel' state.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm_lead_newcustomer0, string: Lead in cancel state}:
|
||||
- state == "cancel"
|
||||
|
||||
#-
|
||||
# |
|
||||
# yaml is also not working with smtp server and send new email.
|
||||
|
||||
- |
|
||||
I configure with smtp server.
|
||||
- |
|
||||
And I communicate with lead through send New mail to Lead using its email address from the user who is logged in.
|
||||
- |
|
||||
I check that communication history generated when send email to lead.
|
||||
- |
|
||||
Then, I add a cc which receive copy of future communication between partner and users by mail.
|
||||
|
||||
- |
|
||||
I Reply to last Email to lead with some document attached.and check that communication history generated or not.
|
||||
|
|
@ -1,151 +0,0 @@
|
|||
-
|
||||
In order to do complete test the CRM in OpenERP,
|
||||
I will create new full configured record and carry test on it.
|
||||
- |
|
||||
I Start by creating "Test Sales Team" with No Unlink.
|
||||
I create a crm.case.section record.
|
||||
-
|
||||
!record {model: crm.case.section, id: crm_case_section_demosalesteam}:
|
||||
code: DEMO
|
||||
complete_name: Test Sales Team
|
||||
name: Test Sales Team
|
||||
allow_unlink: False
|
||||
member_ids:
|
||||
- base.user_admin
|
||||
stage_ids:
|
||||
- crm.stage_lead1
|
||||
- crm.stage_lead2
|
||||
- crm.stage_lead3
|
||||
- crm.stage_lead4
|
||||
- crm.stage_lead5
|
||||
- crm.stage_lead6
|
||||
working_hours: 0.0
|
||||
resource_calendar_id: resource.timesheet_group1
|
||||
parent_id: crm.section_sales_department
|
||||
-
|
||||
I assign segmentation.
|
||||
-
|
||||
!record {model: res.users, id: res_users_usercrm0}:
|
||||
context_section_id: crm_case_section_demosalesteam
|
||||
- |
|
||||
I create a new lead "Test Customer" and I provide an address to this
|
||||
demo customer and email "info@democustomer.com" and Also "Test Sales Team".
|
||||
-
|
||||
!record {model: crm.lead, id: crm_lead_democustomer}:
|
||||
email_from: info@democustomer.com
|
||||
name: Test Customer
|
||||
partner_name: NotSoTinySARL
|
||||
phone: (+32).81.81.37.00
|
||||
mobile: (+32).81.81.37.00
|
||||
section_id: crm_case_section_demosalesteam
|
||||
referred: False
|
||||
type: lead
|
||||
-
|
||||
I check that the lead is in 'draft' state.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Draft}:
|
||||
- state == "draft"
|
||||
-
|
||||
I create categories.
|
||||
-
|
||||
!record {model: crm.case.categ, id: crm_case_categ0}:
|
||||
name: crm_case_section_demosalesteam
|
||||
section_id: crm_case_section_demosalesteam
|
||||
-
|
||||
I assigning contact detail to the Lead "Test Customer" without address.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), None, email=False)
|
||||
|
||||
-
|
||||
I assigning contact detail to the Lead "Test Customer" with address.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.onchange_partner_address_id(cr, uid, ref("crm_lead_democustomer"), ref("base.res_partner_address_notsotinysarl0"), email=False)
|
||||
|
||||
-
|
||||
I selecting email "Opt-out" option for the "Test Customer" Lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.on_change_optout(cr, uid, ref("crm_lead_democustomer"), True)
|
||||
|
||||
-
|
||||
I change the Opt-out to Opt-in to show email receive preference.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.on_change_optin(cr, uid, ref("crm_lead_democustomer"), True)
|
||||
-
|
||||
I open lead by click on "Open" button.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref("crm_lead_democustomer")])
|
||||
-
|
||||
I check that lead "Test Customer" is now in 'open' state.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in open state}:
|
||||
- state == "open"
|
||||
-
|
||||
I reset the lead "Test Customer".
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_reset(cr, uid, [ref("crm_lead_democustomer")])
|
||||
-
|
||||
I again opening lead by click on "Open" button.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref("crm_lead_democustomer")])
|
||||
-
|
||||
I setting stage "New" for the lead "Test Customer".
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.stage_next(cr, uid, [ref("crm_lead_democustomer")], context={'stage_type': 'lead'})
|
||||
-
|
||||
I try to Unlink the Lead "Test Customer" demo Lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
try:
|
||||
self.unlink(cr, uid, [ref("crm_lead_democustomer")])
|
||||
except:
|
||||
pass
|
||||
-
|
||||
I setting Lead "Test Customer" to Pending State.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_pending(cr, uid, [ref("crm_lead_democustomer")])
|
||||
-
|
||||
I check that lead "Test Customer" is now in 'Pending' state.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm_lead_democustomer, string: Lead in Pending state}:
|
||||
- state == "pending"
|
||||
-
|
||||
I Escalate the Lead "Test Customer" Parent "Sales Team".
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_escalate(cr, uid, [ref("crm_lead_democustomer")])
|
||||
-
|
||||
I add Internal Note Saying Escalated Reason.
|
||||
-
|
||||
!record {model: crm.add.note, id: crm_add_note_0}:
|
||||
body: Sales Lead Has Been Escalated Due to Some Technical reason to the parent 'Sales
|
||||
Team'
|
||||
state: unchanged
|
||||
-
|
||||
I click a note button to attach the record.
|
||||
-
|
||||
!python {model: crm.add.note}: |
|
||||
context['active_model'] = "crm.lead"
|
||||
context['active_ids'] = [ref("crm_lead_democustomer")]
|
||||
self.action_add(cr, uid, [ref("crm_add_note_0")], context=context)
|
||||
|
||||
-
|
||||
I Copying this lead "Test Customer" to New Lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.copy(cr, uid, ref("crm_lead_democustomer"))
|
||||
-
|
||||
I checking the Lead Copied or Not.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
sid = self.search(cr, uid, [('name', '=', 'Test Customer'),('state', '=', 'draft')])
|
||||
if not sid:
|
||||
raise AssertionError("Lead is not copied Successfully")
|
|
@ -1,97 +0,0 @@
|
|||
- |
|
||||
I will test Meetings which may be customer meeting or phonecall meeting or
|
||||
internal Meeting.
|
||||
- |
|
||||
I start by creating a new Meeting.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
|
||||
categ_id: crm.categ_meet2
|
||||
date: !eval time.strftime('%Y-%m-%d 16:04:00')
|
||||
date_deadline: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 00:04:00')"
|
||||
duration: 8.0
|
||||
email_from: info@balmerinc.be
|
||||
location: Ahmedabad
|
||||
name: Regarding Presentation
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
rrule_type: weekly
|
||||
section_id: crm.section_sales_department
|
||||
- |
|
||||
I check that the Meetings is in 'UnConfirmed' state.
|
||||
-
|
||||
!assert {model: crm.meeting, id: crm_meeting_regardingpresentation0}:
|
||||
- state == "draft"
|
||||
- |
|
||||
I can set reminder on meeting if I put reminder "40 minutes before" .
|
||||
- |
|
||||
For that, I first create alarm.
|
||||
-
|
||||
!record {model: res.alarm, id: res_alarm_minituesbefore0}:
|
||||
name: 40 minutes before
|
||||
trigger_duration: 40
|
||||
trigger_interval: minutes
|
||||
trigger_occurs: before
|
||||
trigger_related: start
|
||||
- |
|
||||
I will assign this reminder.
|
||||
|
||||
- !python {model: crm.meeting}: |
|
||||
self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'alarm_id': ref("res_alarm_minituesbefore0")})
|
||||
- |
|
||||
In order to check recurrence on meetings I will set Recurrency to Custom
|
||||
and I set the fields so that the meeting will occur weekly on Monday and Friday 10 times.
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
self.write(cr, uid, [ref("crm_meeting_regardingpresentation0")], {'fr': 1, 'mo': 1, 'th': 1, 'tu': 1, 'we':1, 'count':10, 'interval': 1, 'rrule_type': 'weekly', 'recurrency' : True})
|
||||
|
||||
- |
|
||||
I can see from the calendar view that the meeting is scheduled on Monday and Friday
|
||||
for 10 times.
|
||||
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
self.fields_view_get(cr, uid, False, 'calendar', context)
|
||||
- |
|
||||
I will search for one of the recurrent event and count the number of meeting.
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
import time
|
||||
from datetime import datetime, date, timedelta
|
||||
ids = self.search(cr, uid, [('date', '>=', time.strftime('%Y-%m-%d 00:00:00')), ('date', '<=', (datetime.now()+timedelta(31)).strftime('%Y-%m-%d 00:00:00')), ('name', '=', 'Regarding Presentation')], context={'virtual_id': True})
|
||||
assert len(ids) == 10
|
||||
|
||||
- |
|
||||
If I want to edit meetings information for all occurrence I click on "Edit All" button.
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
self.write(cr, uid, [ref('crm_meeting_regardingpresentation0')], {'edit_all':'True'},context)
|
||||
- |
|
||||
I can see that new meeting form is opened with same value.
|
||||
I change some data for meeting and save it.
|
||||
I can see from meeting's calendar view that all meeting occurrences are changed accordingly.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm.crm_meeting_regardingpresentation0}:
|
||||
alarm_id: base_calendar.alarm9
|
||||
rrule_type: weekly
|
||||
|
||||
- |
|
||||
In order to invite people for this meetings, I click on "Invite People" button
|
||||
I can invite internal user.
|
||||
-
|
||||
!record {model: base_calendar.invite.attendee, id: base_calendar_invite_attendee_0}:
|
||||
type: internal
|
||||
send_mail: False
|
||||
partner_id: base.res_partner_9
|
||||
user_ids:
|
||||
- base.user_demo
|
||||
-
|
||||
I click on "Invite" button of "Invite attendee" wizard.
|
||||
-
|
||||
!python {model: base_calendar.invite.attendee}: |
|
||||
self.do_invite(cr, uid, [ref('base_calendar_invite_attendee_0')], {'active_id': ref('crm_meeting_regardingpresentation0'), 'model' : 'crm.meeting', 'attendee_field':'attendee_ids'})
|
||||
|
||||
- |
|
||||
After direct/indirect confirmation for meetings I can confirm meeting.
|
||||
-
|
||||
!python {model: crm.meeting}: |
|
||||
self.case_open(cr, uid, [ref('crm_meeting_regardingpresentation0')])
|
|
@ -1,113 +0,0 @@
|
|||
- |
|
||||
I start by creating a new Opportunity. And I select partner for opportunity.
|
||||
I can see that after selecting partner his contact and email is automatically filled.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
|
||||
email_from: info@balmerinc.be
|
||||
name: 'ABC FUEL CO 829264 - 10002 units'
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
probability: 1.0
|
||||
stage_id: crm.stage_lead1
|
||||
categ_id: crm.categ_oppor2
|
||||
section_id: crm.section_sales_department
|
||||
- |
|
||||
I check that the opportunity is in 'New' state.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm_opportunity_abcfuelcounits0}:
|
||||
- state == "draft"
|
||||
|
||||
- |
|
||||
I check that phonecall record is created for that opportunity.
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
phone_obj = self.pool.get('crm.phonecall')
|
||||
- |
|
||||
I schedule Meeting on this current opportunity by clicking on "schedule
|
||||
Meeting".
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.action_makeMeeting(cr, uid, [ref("crm_opportunity_abcfuelcounits0")])
|
||||
|
||||
- |
|
||||
I can see that Meeting's calendar view is shown.
|
||||
then I click on the date on which I want to schedule meeting.
|
||||
I fill proper data for that meeting and save it.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_abcfuelcounits0}:
|
||||
date: !eval time.strftime('%Y-%m-%d 00:00:00')
|
||||
date_deadline: !eval time.strftime('%Y-%m-%d 08:00:00')
|
||||
duration: 8.0
|
||||
email_from: info@balmerinc.be
|
||||
name: 'ABC FUEL CO 829264 - 10002 units'
|
||||
opportunity_id: 'crm_opportunity_abcfuelcounits0'
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
section_id: crm.section_sales_department
|
||||
state: open
|
||||
- |
|
||||
In order to schedule a phonecall to the partner
|
||||
I click on "schedule call" button and select planned date for the call.
|
||||
-
|
||||
!record {model: crm.opportunity2phonecall, id: crm_opportunity2phonecall_abcfuelcounits0}:
|
||||
date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
|
||||
name: 'ABC FUEL CO 829264 - 10002 units'
|
||||
section_id: crm.section_sales_department
|
||||
user_id: base.user_demo
|
||||
categ_id: crm.categ_phone1
|
||||
- |
|
||||
schedule phonecall by opportunity2phoncall wizard.
|
||||
-
|
||||
!python {model: crm.opportunity2phonecall}: |
|
||||
self.action_apply(cr, uid, [ref('crm_opportunity2phonecall_abcfuelcounits0')], {'active_ids': [ref("crm_opportunity_abcfuelcounits0")]})
|
||||
- |
|
||||
I check that phonecall record is created for that opportunity.
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
phone_obj = self.pool.get('crm.phonecall')
|
||||
ids = phone_obj.search(cr, uid, [('name', '=', 'ABC FUEL CO 829264 - 10002 units')])
|
||||
assert len(ids)
|
||||
- |
|
||||
I can see phonecall record after click on "Schedule call" wizard.
|
||||
-
|
||||
!record {model: crm.phonecall, id: crm_phonecall_abcfuelcounits0}:
|
||||
date: !eval "(datetime.now() + timedelta(1)).strftime('%Y-%m-%d 11:15:00')"
|
||||
duration: 3.0
|
||||
name: 'ABC FUEL CO 829264 - 10002 units'
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
section_id: crm.section_sales_department
|
||||
- |
|
||||
I Merge the opportunities.
|
||||
-
|
||||
for that create two opportunities first opportunity 'Test FUEL CO'.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_opportunity_1}:
|
||||
email_from: info@balmerinc.be
|
||||
name: 'Test FUEL CO 829264 - 10002 units'
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
probability: 1.0
|
||||
stage_id: crm.stage_lead1
|
||||
categ_id: crm.categ_oppor2
|
||||
section_id: crm.section_sales_department
|
||||
-
|
||||
I create the opportunity 'FUEL CO'.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_opportunity_2}:
|
||||
email_from: info@balmerinc.be
|
||||
name: 'FUEL CO 829264 - 10002 units'
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
probability: 1.0
|
||||
stage_id: crm.stage_lead1
|
||||
categ_id: crm.categ_oppor2
|
||||
section_id: crm.section_sales_department
|
||||
- |
|
||||
I Merge two Opportunities.
|
||||
-
|
||||
!python {model: crm.merge.opportunity}: |
|
||||
op_list = [ref('crm_opportunity_1'),ref('crm_opportunity_2')]
|
||||
op_ids=self.pool.get('crm.lead').browse(cr,uid,op_list)
|
||||
lead_ids = [ref('crm_lead_newcustomer0')]
|
||||
self.merge(cr, uid, op_ids, {'lead_ids': lead_ids})
|
|
@ -1,45 +0,0 @@
|
|||
- |
|
||||
I start by creating a new Opportunity. And I select partner for opportunity.
|
||||
I can see that after selecting partner his contact and email is automatically filled.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_opportunity_demotestopportunity}:
|
||||
email_from: info@balmerinc.be
|
||||
name: 'Demo Test Opportunity'
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
probability: 1.0
|
||||
categ_id: crm.categ_oppor2
|
||||
section_id: crm.section_sales_department
|
||||
type: opportunity
|
||||
-
|
||||
I check that the opportunity is in 'New' state.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm_opportunity_demotestopportunity, string: Opportunity in Draft}:
|
||||
- state == "draft"
|
||||
-
|
||||
I open opportunity by click on "Open" button.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref("crm_opportunity_demotestopportunity")])
|
||||
-
|
||||
I change partner of the opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.onchange_partner_id(cr, uid, [ref("crm_opportunity_demotestopportunity")], ref("base.res_partner_agrolait"))
|
||||
|
||||
-
|
||||
I change Contact Detail of the opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.onchange_partner_address_id(cr, uid,[ref("crm_opportunity_demotestopportunity")], ref("base.res_partner_address_8invoice"))
|
||||
|
||||
-
|
||||
I change Opportunity to Won State.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_mark_won(cr, uid, [ref("crm_opportunity_demotestopportunity")])
|
||||
-
|
||||
I check that the opportunity is in 'Done' state.
|
||||
-
|
||||
!assert {model: crm.lead, id: crm_opportunity_demotestopportunity, string: Opportunity is Won}:
|
||||
- state == "done"
|
|
@ -1,25 +0,0 @@
|
|||
- |
|
||||
I start by creating a new opportunity from partner.
|
||||
-
|
||||
!record {model: crm.partner2opportunity, id: crm_partner2opportunity_id_0}:
|
||||
name: test
|
||||
planned_revenue: 0.0
|
||||
partner_id: base.res_partner_9
|
||||
probability: 0.0
|
||||
-
|
||||
I click on "Create Opportunity" button of this wizard.
|
||||
-
|
||||
!python {model: crm.partner2opportunity}: |
|
||||
fields = {
|
||||
'name': 'test',
|
||||
'planned_revenue': '0.0',
|
||||
'partner_id': ref('base.res_partner_9'),
|
||||
'probability': '0.0'
|
||||
}
|
||||
self.default_get(cr, uid, fields, {"active_ids": [ref("crm_partner2opportunity_id_0")]})
|
||||
- |
|
||||
In order to check the opportunity is created or not, I check type.
|
||||
-
|
||||
!python {model: crm.partner2opportunity}: |
|
||||
opportunity = self.make_opportunity(cr, uid, [ref("crm_partner2opportunity_id_0")], {"active_ids": [ref("crm_partner2opportunity_id_0")]})
|
||||
assert True
|
|
@ -1,116 +0,0 @@
|
|||
- |
|
||||
I start by creating a new phonecall.
|
||||
-
|
||||
!record {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
|
||||
date: !eval time.strftime('%Y-%m-%d 08:00:00')
|
||||
name: Interview call
|
||||
duration: 2.0
|
||||
section_id: crm.section_sales_department
|
||||
-
|
||||
I select partner by click on "Create a Partner" button.
|
||||
-
|
||||
!record {model: crm.phonecall2partner, id: crm_phonecall2partner_1}:
|
||||
action: exist
|
||||
partner_id: base.res_partner_9
|
||||
|
||||
-
|
||||
I click on "Continue" button of this wizard and make partner.
|
||||
-
|
||||
!python {model: crm.phonecall2partner}: |
|
||||
|
||||
self._select_partner(cr, uid,{"active_ids": [ref("crm_phonecall_interviewcall0")]})
|
||||
self.open_create_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
|
||||
self.make_partner(cr, uid, [ref("crm_phonecall2partner_1")], {"active_ids": [ref("crm_phonecall_interviewcall0")]})
|
||||
|
||||
- |
|
||||
As the success of phonecall seems to be a real business opportunity, I will convert
|
||||
it to opportunity by clicking on the "Convert to Opportunity" button.
|
||||
-
|
||||
!record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_interviewcall0}:
|
||||
name: Interview call
|
||||
partner_id: base.res_partner_9
|
||||
planned_revenue: 0.0
|
||||
probability: 0.0
|
||||
- |
|
||||
I can see that a business opportunity is now assigned to this phonecall
|
||||
-
|
||||
!assert {model: crm.phonecall, id: crm_phonecall_interviewcall0}:
|
||||
- opportunity_id != False
|
||||
-
|
||||
I click on "Convert" button of this wizard.
|
||||
-
|
||||
!python {model: crm.phonecall2opportunity}: |
|
||||
self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_interviewcall0")], {"active_id": ref("crm_phonecall_interviewcall0")})
|
||||
- |
|
||||
And I check that the phonecall and the newly created business opportunity is linked
|
||||
to same partner.
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
obj_phonecall = self.browse(cr, uid, ref('crm_phonecall_interviewcall0'))
|
||||
ids = self.pool.get('crm.lead').search(cr, uid, [('name', '=', obj_phonecall.opportunity_id.name)])
|
||||
obj_opp = self.pool.get('crm.lead').browse(cr, uid, ids)[0]
|
||||
assert obj_phonecall.partner_id == obj_opp.partner_id
|
||||
- |
|
||||
I schedule Meeting on this current phonecall by clicking on "schedule
|
||||
Meeting".
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
self.action_make_meeting(cr, uid, [ref('crm_phonecall_interviewcall0')])
|
||||
|
||||
- |
|
||||
I can see that Meeting's calendar view is shown.
|
||||
then I click on the date on which I want schedule meeting.
|
||||
I fill proper data for that meeting and save it.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_interviewcall0}:
|
||||
alarm_id: base_calendar.alarm3
|
||||
date: !eval "'%s-%s-%s 09:00:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
|
||||
date_deadline: !eval "'%s-%s-%s 17:00:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
|
||||
duration: 8.0
|
||||
email_from: info@balmerinc.be
|
||||
name: Interview call
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
phonecall_id: 'crm_phonecall_interviewcall0'
|
||||
state: open
|
||||
|
||||
- |
|
||||
In order to schedule other phonecall to the partner
|
||||
I click on "schedule other call" button. and plan for other call
|
||||
I can see that it will open other phonecall view with some data same as current
|
||||
phonecall.
|
||||
-
|
||||
!record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_interviewcall0}:
|
||||
date: !eval "'%s-%s-%s 19:49:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
|
||||
name: Interview call
|
||||
section_id: crm.section_sales_department
|
||||
user_id: base.user_root
|
||||
action: schedule
|
||||
categ_id: crm.categ_phone1
|
||||
-
|
||||
I click on "schedule other call" button. and plan for other call.
|
||||
-
|
||||
!record {model: crm.phonecall2phonecall, id: crm_phonecall2phonecall_interviewcall1}:
|
||||
date: !eval "'%s-%s-%s 19:49:00' %(datetime.now().year,datetime.now().month,datetime.now().day)"
|
||||
name: Interview call
|
||||
section_id: crm.section_sales_department
|
||||
user_id: base.user_root
|
||||
action: log
|
||||
categ_id: crm.categ_phone1
|
||||
- |
|
||||
I click on "Schedule" button of this wizard.
|
||||
-
|
||||
!python {model: crm.phonecall2phonecall}: |
|
||||
fields = {
|
||||
'name': 'Interview call',
|
||||
'section_id': ref('crm.section_sales_department'),
|
||||
'user_id': ref('base.user_root'),
|
||||
'categ_id': ref('crm.categ_phone1')
|
||||
}
|
||||
self.default_get(cr, uid, fields,{'active_id': ref('crm_phonecall_interviewcall0')})
|
||||
self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall0')], {'active_id': ref('crm_phonecall_interviewcall0')})
|
||||
- |
|
||||
I click on "Schedule" button of this wizard with log option.
|
||||
-
|
||||
!python {model: crm.phonecall2phonecall}: |
|
||||
self.action_apply(cr, uid, [ref('crm_phonecall2phonecall_interviewcall1')], {'active_id': ref('crm_phonecall_interviewcall0')})
|
|
@ -1,26 +0,0 @@
|
|||
- |
|
||||
I start by creating a new phonecall.
|
||||
-
|
||||
!record {model: crm.phonecall, id: crm_phonecall_dummycall}:
|
||||
date: !eval time.strftime('%Y-%m-%d 08:00:00')
|
||||
name: Dummy call
|
||||
duration: 0.0
|
||||
section_id: crm.section_sales_department
|
||||
partner_id: base.res_partner_agrolait
|
||||
state: open
|
||||
-
|
||||
I change Contact Detail of the Partner.
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
self.onchange_partner_address_id(cr, uid,[ref("crm_phonecall_dummycall")], ref("base.res_partner_address_8invoice"))
|
||||
|
||||
-
|
||||
I setting Phone call to Held (Done).
|
||||
-
|
||||
!python {model: crm.phonecall}: |
|
||||
self.case_close(cr, uid, [ref("crm_phonecall_dummycall")])
|
||||
-
|
||||
I check that the hone call is in 'Held' state.
|
||||
-
|
||||
!assert {model: crm.phonecall, id: crm_phonecall_dummycall, string: Phone call Helded}:
|
||||
- state == "done"
|
|
@ -1,106 +0,0 @@
|
|||
-
|
||||
In order to test recurrent meetings in OpenERP, I create meetings with different recurrency.
|
||||
-
|
||||
I create a customer meeting record with daily recurrency.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_pricelistdiscussion0}:
|
||||
categ_id: crm.categ_meet1
|
||||
count: 0.0
|
||||
date: '2011-01-05 00:00:00'
|
||||
date_deadline: '2011-01-05 01:00:00'
|
||||
day: 0.0
|
||||
duration: 1.0
|
||||
end_date: '2011-01-12'
|
||||
end_type: end_date
|
||||
name: Pricelist Discussion
|
||||
recurrency: true
|
||||
recurrent_uid: 0.0
|
||||
rrule: FREQ=DAILY;INTERVAL=1;UNTIL=20110112T235959Z
|
||||
rrule_type: daily
|
||||
sequence: 0.0
|
||||
-
|
||||
I create another meeting record with weekly recurrency.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_changesindesigning0}:
|
||||
categ_id: crm.categ_meet2
|
||||
count: 15
|
||||
date: '2011-01-22 11:05:05'
|
||||
date_deadline: '2011-01-22 16:05:05'
|
||||
day: 0.0
|
||||
duration: 5.0
|
||||
email_from: info@opensides.be
|
||||
end_type: count
|
||||
fr: true
|
||||
mo: true
|
||||
name: Changes in Designing
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
recurrency: true
|
||||
recurrent_uid: 0.0
|
||||
rrule: FREQ=WEEKLY;BYDAY=FR,TU,TH,WE,MO;INTERVAL=1;COUNT=15
|
||||
rrule_type: weekly
|
||||
section_id: crm.section_sales_department
|
||||
sequence: 0.0
|
||||
th: true
|
||||
tu: true
|
||||
user_id: base.user_demo
|
||||
we: true
|
||||
-
|
||||
I create a meeting record with monthly recurrency.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_reviewneeds0}:
|
||||
categ_id: crm.categ_meet3
|
||||
count: 0.0
|
||||
date: '2011-01-20 10:02:02'
|
||||
date_deadline: '2011-01-20 16:02:02'
|
||||
day: 15
|
||||
duration: 6.0
|
||||
end_date: '2011-05-31'
|
||||
end_type: end_date
|
||||
name: Review needs
|
||||
partner_address_id: base.res_partner_address_15
|
||||
partner_id: base.res_partner_11
|
||||
recurrency: true
|
||||
recurrent_uid: 0.0
|
||||
rrule: FREQ=MONTHLY;INTERVAL=1;UNTIL=20110531T235959Z;BYMONTHDAY=15
|
||||
rrule_type: monthly
|
||||
section_id: crm.section_sales_department
|
||||
sequence: 0.0
|
||||
user_id: base.user_demo
|
||||
-
|
||||
I create a record for daily scrum meeting.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_scrummeeting0}:
|
||||
categ_id: crm.categ_meet2
|
||||
count: 0.0
|
||||
date: '2011-01-06 00:00:00'
|
||||
date_deadline: '2011-01-06 01:00:00'
|
||||
day: 0.0
|
||||
duration: 1.0
|
||||
name: Scrum meeting
|
||||
recurrency: true
|
||||
recurrent_uid: 0.0
|
||||
rrule: FREQ=DAILY;INTERVAL=1
|
||||
rrule_type: daily
|
||||
sequence: 0.0
|
||||
-
|
||||
I create a meeting record for yearly recurrency.
|
||||
-
|
||||
!record {model: crm.meeting, id: crm_meeting_updatethedata0}:
|
||||
categ_id: crm.categ_meet2
|
||||
count: 0.0
|
||||
date: '2011-01-18 13:12:49'
|
||||
date_deadline: '2011-01-19 02:30:49'
|
||||
day: 0.0
|
||||
duration: 13.300000000000001
|
||||
end_date: '2015-01-06'
|
||||
end_type: end_date
|
||||
name: Update the data
|
||||
partner_address_id: base.res_partner_address_7
|
||||
partner_id: base.res_partner_4
|
||||
recurrency: true
|
||||
recurrent_uid: 0.0
|
||||
rrule: FREQ=YEARLY;INTERVAL=1;UNTIL=20150106T235959Z
|
||||
rrule_type: yearly
|
||||
section_id: crm.section_sales_department
|
||||
sequence: 0.0
|
|
@ -1,38 +0,0 @@
|
|||
- |
|
||||
I will test segmentation which create specific partner categories criteria.
|
||||
-
|
||||
I create a new segmentation record.
|
||||
-
|
||||
!record {model: crm.segmentation, id: crm_segmentation_id_0}:
|
||||
categ_id: base.res_partner_category_5
|
||||
exclusif: true
|
||||
name: segment
|
||||
som_interval: 0.0
|
||||
sales_purchase_active : True
|
||||
-
|
||||
I start the process.
|
||||
-
|
||||
!python {model: crm.segmentation}: |
|
||||
self.process_start(cr, uid, [ref("crm_segmentation_id_0")],context)
|
||||
-
|
||||
I continue the segmentation process.
|
||||
-
|
||||
!python {model: crm.segmentation}: |
|
||||
context.update({'start': True})
|
||||
self.process_continue(cr, uid, [ref("crm_segmentation_id_0")], context)
|
||||
-
|
||||
I create the segmentation line.
|
||||
-
|
||||
!record {model: crm.segmentation.line, id: crm_segmentation_line_id_0}:
|
||||
expr_name: sale
|
||||
expr_operator: '>'
|
||||
expr_value: 1000.0
|
||||
name: Rule1
|
||||
operator: or
|
||||
segmentation_id: crm_segmentation_id_0
|
||||
|
||||
-
|
||||
I check the Segmentation line record.
|
||||
-
|
||||
!python {model: crm.segmentation.line}: |
|
||||
self.test(cr, uid, [ref("crm_segmentation_line_id_0")],partner_id=0)
|
|
@ -1,96 +0,0 @@
|
|||
-
|
||||
In order to test the changes on stage of a lead or an opportunity with OpenERP,
|
||||
I create some leads and test the stage changes.
|
||||
-
|
||||
I want to change the probability to 0.0 when the opportunity is marked as lost.
|
||||
So I set its Change probability automatically true.
|
||||
-
|
||||
!record {model: crm.case.stage, id: crm.stage_lead6}:
|
||||
name: Lost
|
||||
on_change: true
|
||||
probability: 0.0
|
||||
section_ids:
|
||||
- crm.section_sales_department
|
||||
sequence: 0
|
||||
-
|
||||
I create a lead 'Test Lead1'.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_lead_openerppresentation0}:
|
||||
categ_id: crm.categ_oppor4
|
||||
day_close: 0.0
|
||||
day_open: 0.0
|
||||
name: Test Lead1
|
||||
planned_revenue: 0.0
|
||||
probability: 10.0
|
||||
section_id: crm.section_sales_department
|
||||
-
|
||||
I open the lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref('crm_lead_openerppresentation0')])
|
||||
-
|
||||
I assigning stage.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.onchange_stage_id(cr, uid, [ref('crm_lead_openerppresentation0')], [], context)
|
||||
-
|
||||
I assigning percent.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.stage_find_percent(cr, uid, 10.0, [])
|
||||
-
|
||||
I find that this lead can be converted to opportunity.
|
||||
-
|
||||
!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner0}:
|
||||
action: 'create'
|
||||
name: 'convert'
|
||||
-
|
||||
So I convert the lead to opportunity.
|
||||
-
|
||||
!python {model: crm.lead2opportunity.partner}: |
|
||||
self.action_apply(cr, uid, [ref('crm_lead2opportunity_partner0')], context={'active_ids': [ref('crm_lead_openerppresentation0')]})
|
||||
-
|
||||
I check that lead is now converted to opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_lead_openerppresentation0'))
|
||||
assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
|
||||
-
|
||||
I mark this opportunity as lost.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_mark_lost(cr, uid, [ref('crm_lead_openerppresentation0')])
|
||||
-
|
||||
I check whether the probability is set according to stage change or not.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
opportunity = self.browse(cr, uid, ref('crm_lead_openerppresentation0'))
|
||||
assert opportunity.stage_id.id == ref('crm.stage_lead6'), 'Stage is not changed!'
|
||||
assert opportunity.probability == 0.0, 'Probability is wrong!'
|
||||
-
|
||||
I create one more opportunity.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_lead_test2}:
|
||||
name: Partner Demo
|
||||
type: opportunity
|
||||
categ_id: crm.categ_oppor3
|
||||
planned_revenue: 50000.0
|
||||
probability: 100.0
|
||||
section_id: crm.section_sales_department
|
||||
-
|
||||
I open this opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_open(cr, uid, [ref('crm_lead_test2')])
|
||||
-
|
||||
I mark this opportunity as won.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_mark_won(cr, uid, [ref('crm_lead_test2')])
|
||||
-
|
||||
I check whether the stage is changed to 'Won' and probability is 100.0 or not.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
opportunity = self.browse(cr, uid, ref('crm_lead_test2'))
|
||||
assert opportunity.stage_id.id == ref('crm.stage_lead5'), 'Stage is not changed!'
|
||||
assert opportunity.probability == 100.0, 'Probability is wrong!'
|
|
@ -0,0 +1,29 @@
|
|||
-
|
||||
I create lead record to call of partner onchange, stage onchange and Mailing opt-in onchange method.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_case_shelvehouse}:
|
||||
name: 'Need more info about your pc2'
|
||||
partner_id: base.res_partner_theshelvehouse0
|
||||
type: opportunity
|
||||
stage_id: crm.stage_lead1
|
||||
state: draft
|
||||
optin: True
|
||||
-
|
||||
I create lead record to call Mailing opt-out onchange method.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_case_mediapoleunits0}:
|
||||
name: 'Need 20 Days of Consultancy'
|
||||
type: opportunity
|
||||
state: draft
|
||||
optout: True
|
||||
-
|
||||
I create phonecall record to call partner onchange method.
|
||||
-
|
||||
!record {model: crm.phonecall, id: crm_case_phone05}:
|
||||
name: 'Bad time'
|
||||
partner_id: base.res_partner_5
|
||||
-
|
||||
I setting next stage "New" for the lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.stage_next(cr, uid, [ref("crm_case_qrecorp0")], context={'stage_type': 'lead'})
|
|
@ -0,0 +1,5 @@
|
|||
-
|
||||
I Unlink the Lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.unlink(cr, uid, [ref("crm_case_qrecorp0")])
|
|
@ -0,0 +1,5 @@
|
|||
-
|
||||
I make duplicate the Lead.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.copy(cr, uid, ref("crm_case_qrecorp0"))
|
|
@ -24,11 +24,11 @@ import crm_add_note
|
|||
|
||||
import crm_lead_to_partner
|
||||
import crm_lead_to_opportunity
|
||||
import crm_opportunity_to_phonecall
|
||||
import crm_phonecall_to_phonecall
|
||||
import crm_opportunity_to_phonecall
|
||||
import crm_phonecall_to_partner
|
||||
import crm_phonecall_to_opportunity
|
||||
import crm_partner_to_opportunity
|
||||
import crm_phonecall_to_opportunity
|
||||
|
||||
import crm_merge_opportunities
|
||||
|
||||
|
|
|
@ -54,6 +54,8 @@ class crm_lead2opportunity_partner(osv.osv_memory):
|
|||
email = False
|
||||
for lead in lead_obj.browse(cr, uid, opportunities, context=context):
|
||||
partner_id = lead.partner_id and lead.partner_id.id or False
|
||||
|
||||
#TOFIX: use mail.mail_message.to_mail
|
||||
email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from or '')
|
||||
email = map(lambda x: "'" + x + "'", email)
|
||||
|
||||
|
@ -93,139 +95,51 @@ class crm_lead2opportunity_partner(osv.osv_memory):
|
|||
def view_init(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
This function checks for precondition before wizard executes
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
"""
|
||||
if context is None:
|
||||
context = {}
|
||||
lead_obj = self.pool.get('crm.lead')
|
||||
|
||||
for lead in lead_obj.browse(cr, uid, context.get('active_ids', []), context=context):
|
||||
if lead.state in ['done', 'cancel']:
|
||||
raise osv.except_osv(_("Warning !"), _("Closed/Cancelled Leads can not be converted into Opportunity"))
|
||||
return False
|
||||
|
||||
def _convert(self, cr, uid, ids, lead, partner_id, stage_ids, context=None):
|
||||
leads = self.pool.get('crm.lead')
|
||||
address_id = False
|
||||
if partner_id:
|
||||
address_id = self.pool.get('res.partner.address').search(cr, uid,
|
||||
[('partner_id', '=', partner_id)],
|
||||
order='create_date desc',
|
||||
limit=1)
|
||||
vals = {
|
||||
'planned_revenue': lead.planned_revenue,
|
||||
'probability': lead.probability,
|
||||
'name': lead.name,
|
||||
'partner_id': partner_id,
|
||||
'user_id': (lead.user_id and lead.user_id.id),
|
||||
'type': 'opportunity',
|
||||
'stage_id': stage_ids and stage_ids[0] or False,
|
||||
'date_action': time.strftime('%Y-%m-%d %H:%M:%S'),
|
||||
}
|
||||
if partner_id and address_id:
|
||||
vals['partner_address_id'] = address_id[0]
|
||||
else:
|
||||
vals['partner_address_id'] = False
|
||||
def _convert_opportunity(self, cr, uid, ids, vals, context=None):
|
||||
if context is None:
|
||||
context = {}
|
||||
lead = self.pool.get('crm.lead')
|
||||
partner_id = self._create_partner(cr, uid, ids, context=context)
|
||||
lead_ids = vals.get('lead_ids', [])
|
||||
user_ids = vals.get('user_ids', False)
|
||||
team_id = vals.get('section_id', False)
|
||||
return lead.convert_opportunity(cr, uid, lead_ids, partner_id, user_ids, team_id, context=context)
|
||||
|
||||
lead.write(vals, context=context)
|
||||
text = _('Converted to opportunity')
|
||||
leads.message_append(cr, uid, [lead], text, body_text=text, context=context)
|
||||
if lead.partner_id:
|
||||
msg_ids = [ x.id for x in lead.message_ids]
|
||||
self.pool.get('mail.message').write(cr, uid, msg_ids, {
|
||||
'partner_id': lead.partner_id.id
|
||||
}, context=context)
|
||||
leads.log(cr, uid, lead.id, _("Lead '%s' has been converted to an opportunity.") % lead.name)
|
||||
|
||||
def send_mail_to_salesman(self, cr, uid, lead):
|
||||
email_to = lead.user_id and lead.user_id.user_email
|
||||
if not email_to:
|
||||
return False
|
||||
message_pool = self.pool.get('mail.message')
|
||||
email_from = lead.section_id and lead.section_id.user_id and lead.section_id.user_id.user_email or email_to
|
||||
partner = lead.partner_id and lead.partner_id.name or lead.partner_name
|
||||
subject = "lead %s converted into opportunity" % lead.name
|
||||
body = "Info \n Id : %s \n Subject: %s \n Partner: %s \n Description : %s " % (lead.id, lead.name, lead.partner_id.name, lead.description)
|
||||
return message_pool.schedule_with_attach(cr, uid, email_from, [email_to], subject, body)
|
||||
def _merge_opportunity(self, cr, uid, ids, opportunity_ids, action='merge', context=None):
|
||||
#TOFIX: is it usefully ?
|
||||
if context is None:
|
||||
context = {}
|
||||
merge_opportunity = self.pool.get('crm.merge.opportunity')
|
||||
res = False
|
||||
#If we convert in mass, don't merge if there is no other opportunity but no warning
|
||||
if action == 'merge' and (len(opportunity_ids) > 1 or not context.get('mass_convert') ):
|
||||
self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [opportunity_ids[0].id])]}, context=context)
|
||||
context.update({'lead_ids' : record_id, "convert" : True})
|
||||
res = merge_opportunity.merge(cr, uid, data.opportunity_ids, context=context)
|
||||
return res
|
||||
|
||||
def action_apply(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This converts lead to opportunity and opens Opportunity view
|
||||
@param ids: ids of the leads to convert to opportunities
|
||||
|
||||
@return : View dictionary opening the Opportunity form view
|
||||
"""
|
||||
if not context:
|
||||
context = {}
|
||||
|
||||
record_id = context and context.get('active_ids') or False
|
||||
if not record_id:
|
||||
return {'type': 'ir.actions.act_window_close'}
|
||||
|
||||
leads = self.pool.get('crm.lead')
|
||||
models_data = self.pool.get('ir.model.data')
|
||||
|
||||
# Get Opportunity views
|
||||
result = models_data._get_id(
|
||||
cr, uid, 'crm', 'view_crm_case_opportunities_filter')
|
||||
opportunity_view_search = models_data.browse(
|
||||
cr, uid, result, context=context).res_id
|
||||
opportunity_view_form = models_data._get_id(
|
||||
cr, uid, 'crm', 'crm_case_form_view_oppor')
|
||||
opportunity_view_tree = models_data._get_id(
|
||||
cr, uid, 'crm', 'crm_case_tree_view_oppor')
|
||||
if opportunity_view_form:
|
||||
opportunity_view_form = models_data.browse(
|
||||
cr, uid, opportunity_view_form, context=context).res_id
|
||||
if opportunity_view_tree:
|
||||
opportunity_view_tree = models_data.browse(
|
||||
cr, uid, opportunity_view_tree, context=context).res_id
|
||||
|
||||
for lead in leads.browse(cr, uid, record_id, context=context):
|
||||
if lead.section_id:
|
||||
stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('sequence','>=',1), ('section_ids','=', lead.section_id.id)])
|
||||
else:
|
||||
stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('sequence','>=',1)])
|
||||
|
||||
data = self.browse(cr, uid, ids[0], context=context)
|
||||
|
||||
|
||||
if data.action == 'create':
|
||||
partner_ids = []
|
||||
partner_ids = self._create_partner(cr, uid, ids, context=context)
|
||||
partner_id = partner_ids and partner_ids[0]
|
||||
elif data.action == 'exist':
|
||||
partner_id = data.partner_id and data.partner_id.id
|
||||
else:
|
||||
partner_id = False
|
||||
|
||||
self._convert(cr, uid, ids, lead, partner_id, stage_ids, context=context)
|
||||
self.send_mail_to_salesman(cr, uid, lead)
|
||||
#If we convert in mass, don't merge if there is no other opportunity but no warning
|
||||
if data.name == 'merge' and (len(data.opportunity_ids) > 1 or not context.get('mass_convert') ):
|
||||
merge_obj = self.pool.get('crm.merge.opportunity')
|
||||
self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [data.opportunity_ids[0].id])]}, context=context)
|
||||
context.update({'lead_ids' : record_id, "convert" : True})
|
||||
return merge_obj.merge(cr, uid, data.opportunity_ids, context=context)
|
||||
|
||||
return {
|
||||
'name': _('Opportunity'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'crm.lead',
|
||||
'domain': [('type', '=', 'opportunity')],
|
||||
'res_id': int(lead.id),
|
||||
'view_id': False,
|
||||
'views': [(opportunity_view_form, 'form'),
|
||||
(opportunity_view_tree, 'tree'),
|
||||
(False, 'calendar'), (False, 'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': opportunity_view_search
|
||||
}
|
||||
|
||||
lead = self.pool.get('crm.lead')
|
||||
lead_ids = context.get('active_ids', [])
|
||||
data = self.browse(cr, uid, ids, context=context)[0]
|
||||
self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids}, context=context)
|
||||
self._merge_opportunity(cr, uid, ids, data.opportunity_ids, data.action, context=context)
|
||||
return lead.redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
|
||||
|
||||
crm_lead2opportunity_partner()
|
||||
|
||||
|
@ -240,55 +154,19 @@ class crm_lead2opportunity_mass_convert(osv.osv_memory):
|
|||
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
|
||||
|
||||
}
|
||||
def _convert_opportunity(self, cr, uid, ids, vals, context=None):
|
||||
data = self.browse(cr, uid, ids, context=context)[0]
|
||||
salesteam_id = data.section_id and data.section_id.id or False
|
||||
salesman = []
|
||||
if data.user_ids:
|
||||
salesman = [x.id for x in data.user_ids]
|
||||
vals.update({'user_ids': salesman, 'section_id': salesteam_id})
|
||||
return super(crm_lead2opportunity_mass_convert, self)._convert_opportunity(cr, uid, ids, vals, context=context)
|
||||
|
||||
def mass_convert(self, cr, uid, ids, context=None):
|
||||
lead_obj = self.pool.get('crm.lead')
|
||||
if not context:
|
||||
context = {}
|
||||
|
||||
active_ids = context.get('active_ids')
|
||||
data = self.browse(cr, uid, ids, context=context)[0]
|
||||
|
||||
salesteam = data.section_id and data.section_id.id
|
||||
if data.user_ids:
|
||||
salesmans = map(lambda x : x.id, data.user_ids)
|
||||
index = 0
|
||||
else:
|
||||
salesmans = False
|
||||
|
||||
for lead_id in active_ids:
|
||||
value = {}
|
||||
if salesteam:
|
||||
value['section_id'] = salesteam
|
||||
if salesmans:
|
||||
value['user_id'] = salesmans[index]
|
||||
index += 1
|
||||
index = index < len(salesmans) and index or 0
|
||||
if value:
|
||||
lead_obj.write(cr, uid, [lead_id], value, context=context)
|
||||
|
||||
context['active_ids'] = [lead_id]
|
||||
value = self.default_get(cr, uid, ['partner_id', 'opportunity_ids'], context=context)
|
||||
value['opportunity_ids'] = [(6, 0, value['opportunity_ids'])]
|
||||
self.write(cr, uid, ids, value, context=context)
|
||||
|
||||
self.action_apply(cr, uid, ids, context=context)
|
||||
|
||||
|
||||
|
||||
models_data = self.pool.get('ir.model.data')
|
||||
result = models_data._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
|
||||
opportunity_view_search = models_data.browse(cr, uid, result, context=context).res_id
|
||||
|
||||
return {
|
||||
'name': _('Opportunity'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'tree,form',
|
||||
'res_model': 'crm.lead',
|
||||
'domain': [('type', '=', 'opportunity'), ('id', 'in', active_ids)],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': opportunity_view_search,
|
||||
}
|
||||
|
||||
value = self.default_get(cr, uid, ['partner_id', 'opportunity_ids'], context=context)
|
||||
value['opportunity_ids'] = [(6, 0, value['opportunity_ids'])]
|
||||
self.write(cr, uid, ids, value, context=context)
|
||||
return self.action_apply(cr, uid, ids, context=context)
|
||||
crm_lead2opportunity_mass_convert()
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
|
@ -65,6 +65,15 @@
|
|||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_crm_lead2opportunity_partner" model="ir.actions.act_window">
|
||||
<field name="name">Create a Partner</field>
|
||||
<field name="type">ir.actions.act_window</field>
|
||||
<field name="res_model">crm.lead2opportunity.partner</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_id" ref="view_crm_lead2opportunity_partner"/>
|
||||
<field name="target">new</field>
|
||||
</record>
|
||||
|
||||
<act_window id="action_crm_send_mass_convert"
|
||||
multi="True"
|
||||
|
|
|
@ -21,11 +21,9 @@
|
|||
|
||||
from osv import osv, fields
|
||||
from tools.translate import _
|
||||
import re
|
||||
|
||||
class crm_lead2partner(osv.osv_memory):
|
||||
""" Converts lead to partner """
|
||||
|
||||
_name = 'crm.lead2partner'
|
||||
_description = 'Lead to Partner'
|
||||
|
||||
|
@ -35,171 +33,89 @@ class crm_lead2partner(osv.osv_memory):
|
|||
'Action', required=True),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner'),
|
||||
}
|
||||
|
||||
def view_init(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
This function checks for precondition before wizard executes
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
"""
|
||||
|
||||
lead_obj = self.pool.get('crm.lead')
|
||||
if context is None:
|
||||
context = {}
|
||||
model = context.get('active_model')
|
||||
model = self.pool.get(model)
|
||||
rec_ids = context and context.get('active_ids', [])
|
||||
for lead in lead_obj.browse(cr, uid, rec_ids, context=context):
|
||||
if lead.partner_id:
|
||||
for this in model.browse(cr, uid, rec_ids, context=context):
|
||||
if this.partner_id:
|
||||
raise osv.except_osv(_('Warning !'),
|
||||
_('A partner is already defined on this lead.'))
|
||||
_('A partner is already defined.'))
|
||||
|
||||
def _select_partner(self, cr, uid, context=None):
|
||||
if context is None:
|
||||
context = {}
|
||||
lead = self.pool.get('crm.lead')
|
||||
partner = self.pool.get('res.partner')
|
||||
lead_ids = list(context and context.get('active_ids', []) or [])
|
||||
if not len(lead_ids):
|
||||
return False
|
||||
this = lead.browse(cr, uid, lead_ids[0], context=context)
|
||||
# Find partner address matches the email_from of the lead
|
||||
res = lead.message_partner_by_email(cr, uid, this.email_from, context=context)
|
||||
partner_id = res.get('partner_id', False)
|
||||
# Find partner name that matches the name of the lead
|
||||
if not partner_id and this.partner_name:
|
||||
partner_ids = partner.search(cr, uid, [('name', '=', this.partner_name)], context=context)
|
||||
if partner_ids and len(partner_ids):
|
||||
partner_id = partner_ids[0]
|
||||
return partner_id
|
||||
|
||||
def default_get(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
This function gets default values
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : default values of fields.
|
||||
"""
|
||||
res = super(crm_lead2partner, self).default_get(cr, uid, fields, context=context)
|
||||
partner_id = self._select_partner(cr, uid, context=context)
|
||||
|
||||
lead_obj = self.pool.get('crm.lead')
|
||||
partner_obj = self.pool.get('res.partner')
|
||||
partner_id = False
|
||||
|
||||
data = list(context and context.get('active_ids', []) or [])
|
||||
res = super(crm_lead2partner, self).default_get(cr, uid, fields, context=context)
|
||||
for lead in lead_obj.browse(cr, uid, data, context=context):
|
||||
partner_ids = []
|
||||
# Find partner address matches the email_from of the lead
|
||||
email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from or '')
|
||||
email = map(lambda x: "'" + x + "'", email)
|
||||
if email:
|
||||
cr.execute("""select partner_id from res_partner_address
|
||||
where
|
||||
substring(email from '([^ ,<@]+@[^> ,]+)') in (%s)""" % (','.join(email)))
|
||||
partner_ids = map(lambda x: x[0], cr.fetchall())
|
||||
|
||||
# Find partner name that matches the name of the lead
|
||||
if not partner_ids and lead.partner_name:
|
||||
partner_ids = partner_obj.search(cr, uid, [('name', '=ilike', lead.partner_name)], context=context)
|
||||
|
||||
partner_id = partner_ids and partner_ids[0] or False
|
||||
if 'partner_id' in fields:
|
||||
res.update({'partner_id': partner_id})
|
||||
if 'action' in fields:
|
||||
res.update({'action': partner_id and 'exist' or 'create'})
|
||||
if 'opportunity_ids' in fields:
|
||||
res.update({'opportunity_ids': data})
|
||||
|
||||
if 'partner_id' in fields:
|
||||
res.update({'partner_id': partner_id})
|
||||
if 'action' in fields:
|
||||
res.update({'action': partner_id and 'exist' or 'create'})
|
||||
|
||||
return res
|
||||
|
||||
def open_create_partner(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This function Opens form of create partner.
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Lead to Partner's IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary value for next form.
|
||||
"""
|
||||
if context is None:
|
||||
context = {}
|
||||
|
||||
view_obj = self.pool.get('ir.ui.view')
|
||||
view_id = view_obj.search(cr, uid, [('model', '=', 'crm.lead2partner'), \
|
||||
('name', '=', 'crm.lead2partner.view')])
|
||||
view_id = view_obj.search(cr, uid, [('model', '=', self._name), \
|
||||
('name', '=', self._name+'.view')])
|
||||
return {
|
||||
'view_mode': 'form',
|
||||
'view_type': 'form',
|
||||
'view_id': view_id or False,
|
||||
'res_model': 'crm.lead2partner',
|
||||
'res_model': self._name,
|
||||
'context': context,
|
||||
'type': 'ir.actions.act_window',
|
||||
'target': 'new',
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
def _create_partner(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This function Creates partner based on action.
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Lead to Partner's IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary {}.
|
||||
"""
|
||||
if context is None:
|
||||
context = {}
|
||||
|
||||
lead_obj = self.pool.get('crm.lead')
|
||||
partner_obj = self.pool.get('res.partner')
|
||||
contact_obj = self.pool.get('res.partner.address')
|
||||
partner_ids = []
|
||||
partner_id = False
|
||||
rec_ids = context and context.get('active_ids', [])
|
||||
|
||||
for data in self.browse(cr, uid, ids, context=context):
|
||||
for lead in lead_obj.browse(cr, uid, rec_ids, context=context):
|
||||
if data.action == 'create':
|
||||
partner_id = partner_obj.create(cr, uid, {
|
||||
'name': lead.partner_name or lead.contact_name or lead.name,
|
||||
'user_id': lead.user_id.id,
|
||||
'comment': lead.description,
|
||||
'address': []
|
||||
})
|
||||
contact_obj.create(cr, uid, {
|
||||
'partner_id': partner_id,
|
||||
'name': lead.contact_name,
|
||||
'phone': lead.phone,
|
||||
'mobile': lead.mobile,
|
||||
'email': lead.email_from,
|
||||
'fax': lead.fax,
|
||||
'title': lead.title and lead.title.id or False,
|
||||
'function': lead.function,
|
||||
'street': lead.street,
|
||||
'street2': lead.street2,
|
||||
'zip': lead.zip,
|
||||
'city': lead.city,
|
||||
'country_id': lead.country_id and lead.country_id.id or False,
|
||||
'state_id': lead.state_id and lead.state_id.id or False,
|
||||
})
|
||||
|
||||
else:
|
||||
if data.partner_id:
|
||||
partner_id = data.partner_id.id
|
||||
self.assign_partner(cr, uid, lead.id, partner_id)
|
||||
partner_ids.append(partner_id)
|
||||
return partner_ids
|
||||
|
||||
|
||||
def assign_partner(self, cr, uid, lead_id, partner_id):
|
||||
self.pool.get("crm.lead").write(cr, uid, [lead_id], {'partner_id' : partner_id})
|
||||
|
||||
lead = self.pool.get('crm.lead')
|
||||
lead_ids = context and context.get('active_ids') or []
|
||||
data = self.browse(cr, uid, ids, context=context)[0]
|
||||
partner_id = data.partner_id and data.partner_id.id or False
|
||||
partner_ids = lead.convert_partner(cr, uid, lead_ids, data.action, partner_id, context=context)
|
||||
return partner_ids[lead_ids[0]]
|
||||
|
||||
def make_partner(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This function Makes partner based on action.
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Lead to Partner's IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary value for created Partner form.
|
||||
"""
|
||||
if context is None:
|
||||
context = {}
|
||||
|
||||
partner_ids = self._create_partner(cr, uid, ids, context=context)
|
||||
return {'type': 'ir.actions.act_window_close'}
|
||||
partner_id = self._create_partner(cr, uid, ids, context=context)
|
||||
return self.pool.get('res.partner').redirect_partner_form(cr, uid, partner_id, context=context)
|
||||
|
||||
crm_lead2partner()
|
||||
|
||||
|
|
|
@ -26,195 +26,16 @@ class crm_merge_opportunity(osv.osv_memory):
|
|||
_name = 'crm.merge.opportunity'
|
||||
_description = 'Merge two Opportunities'
|
||||
|
||||
def _get_first_not_null_id(self, attr, ops, oldest):
|
||||
if hasattr(oldest, attr) and getattr(oldest, attr):
|
||||
return getattr(oldest, attr).id
|
||||
|
||||
for op in ops:
|
||||
if hasattr(op, attr) and getattr(op, attr):
|
||||
return getattr(op, attr).id
|
||||
return False
|
||||
|
||||
def _get_first_not_null(self, attr, ops, oldest):
|
||||
if hasattr(oldest, attr) and getattr(oldest, attr):
|
||||
return getattr(oldest, attr)
|
||||
|
||||
for op in ops:
|
||||
if hasattr(op, attr) and getattr(op, attr):
|
||||
return getattr(op, attr)
|
||||
return False
|
||||
|
||||
def _concat_all(self, attr, ops):
|
||||
return ', '.join([getattr(op, attr) for op in ops if hasattr(op, attr) and getattr(op, attr)])
|
||||
|
||||
|
||||
def get_attachments(self, cr, uid, id, context=None):
|
||||
proxy = self.pool.get('ir.attachment')
|
||||
ids = proxy.search(cr, uid, [('res_model', '=', 'crm.lead'), ('res_id', '=', id)], context=context)
|
||||
return proxy.browse(cr, uid, ids, context=context)
|
||||
|
||||
def find_oldest(self, cr, uid, op_ids, context=None):
|
||||
if not context:
|
||||
context = {}
|
||||
ids = [op_id.id for op_id in op_ids]
|
||||
if context.get('convert'):
|
||||
ids = list(set(ids) - set(context.get('lead_ids', False)) )
|
||||
lead_obj = self.pool.get('crm.lead')
|
||||
op_id = lead_obj.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
|
||||
if not op_id:
|
||||
return False
|
||||
opps = lead_obj.browse(cr, uid, [op_id[0]], context=context)
|
||||
return opps[0]
|
||||
|
||||
def _update_data(self, op_ids, oldest_opp):
|
||||
data = {
|
||||
'partner_id': self._get_first_not_null_id('partner_id', op_ids, oldest_opp), # !!
|
||||
'title': self._get_first_not_null_id('title', op_ids, oldest_opp),
|
||||
'name' : self._get_first_not_null('name', op_ids, oldest_opp), #not lost
|
||||
'categ_id' : self._get_first_not_null_id('categ_id', op_ids, oldest_opp), # !!
|
||||
'channel_id' : self._get_first_not_null_id('channel_id', op_ids, oldest_opp), # !!
|
||||
'city' : self._get_first_not_null('city', op_ids, oldest_opp), # !!
|
||||
'company_id' : self._get_first_not_null_id('company_id', op_ids, oldest_opp), #!!
|
||||
'contact_name' : self._get_first_not_null('contact_name', op_ids, oldest_opp), #not lost
|
||||
'country_id' : self._get_first_not_null_id('country_id', op_ids, oldest_opp), #!!
|
||||
'partner_address_id' : self._get_first_not_null_id('partner_address_id', op_ids, oldest_opp), #!!
|
||||
'type_id' : self._get_first_not_null_id('type_id', op_ids, oldest_opp), #!!
|
||||
'user_id' : self._get_first_not_null_id('user_id', op_ids, oldest_opp), #!!
|
||||
'section_id' : self._get_first_not_null_id('section_id', op_ids, oldest_opp), #!!
|
||||
'state_id' : self._get_first_not_null_id('state_id', op_ids, oldest_opp),
|
||||
'description' : self._concat_all('description', op_ids), #not lost
|
||||
'email' : self._get_first_not_null('email', op_ids, oldest_opp), # !!
|
||||
'fax' : self._get_first_not_null('fax', op_ids, oldest_opp),
|
||||
'mobile' : self._get_first_not_null('mobile', op_ids, oldest_opp),
|
||||
'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
|
||||
'phone' : self._get_first_not_null('phone', op_ids, oldest_opp),
|
||||
'probability' : self._get_first_not_null('probability', op_ids, oldest_opp),
|
||||
'planned_revenue' : self._get_first_not_null('planned_revenue', op_ids, oldest_opp),
|
||||
'street' : self._get_first_not_null('street', op_ids, oldest_opp),
|
||||
'street2' : self._get_first_not_null('street2', op_ids, oldest_opp),
|
||||
'zip' : self._get_first_not_null('zip', op_ids, oldest_opp),
|
||||
'state' : 'open',
|
||||
'create_date' : self._get_first_not_null('create_date', op_ids, oldest_opp),
|
||||
'date_action_last': self._get_first_not_null('date_action_last', op_ids, oldest_opp),
|
||||
'date_action_next': self._get_first_not_null('date_action_next', op_ids, oldest_opp),
|
||||
'email_from' : self._get_first_not_null('email_from', op_ids, oldest_opp),
|
||||
'email_cc' : self._get_first_not_null('email_cc', op_ids, oldest_opp),
|
||||
'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
|
||||
}
|
||||
return data
|
||||
|
||||
def merge(self, cr, uid, op_ids, context=None):
|
||||
"""
|
||||
:param opp_ids: list of opportunities ids to merge
|
||||
"""
|
||||
opp_obj = self.pool.get('crm.lead')
|
||||
message_obj = self.pool.get('mail.message')
|
||||
|
||||
lead_ids = context and context.get('lead_ids', []) or []
|
||||
|
||||
if len(op_ids) <= 1:
|
||||
raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
|
||||
|
||||
opportunities = opp_obj.browse(cr, uid, lead_ids, context=context)
|
||||
opportunities_list = list(set(op_ids) - set(opportunities))
|
||||
oldest_opp = self.find_oldest(cr, uid, op_ids, context=context)
|
||||
if opportunities :
|
||||
first_opportunity = opportunities[0]
|
||||
tail_opportunities = opportunities_list
|
||||
else:
|
||||
first_opportunity = opportunities_list[0]
|
||||
tail_opportunities = opportunities_list[1:]
|
||||
data = self._update_data(op_ids, oldest_opp)
|
||||
|
||||
#copy message into the first opportunity + merge attachement
|
||||
count = 1
|
||||
first_attachments = self.get_attachments(cr, uid, first_opportunity, context=context)
|
||||
for opp in tail_opportunities:
|
||||
attachments = self.get_attachments(cr, uid, opp, context=context)
|
||||
for first in first_attachments:
|
||||
for attachment in attachments:
|
||||
if attachment.name == first.name:
|
||||
values = dict(
|
||||
name = "%s (%s)" % (attachment.name, count,),
|
||||
res_id = first_opportunity.id,
|
||||
)
|
||||
attachment.write(values)
|
||||
count+=1
|
||||
|
||||
for history in opp.message_ids:
|
||||
message_obj.write(cr, uid, history.id, {'res_id': first_opportunity.id, 'subject' : _("From %s : %s") % (opp.name, history.subject) }, context=context)
|
||||
|
||||
#Notification about loss of information
|
||||
details = []
|
||||
subject = ['Merged opportunities :']
|
||||
for opp in op_ids:
|
||||
subject.append(opp.name)
|
||||
details.append(_('Merged Opportunity: %s\n Partner: %s\n Stage: %s\n Section: %s\n Salesman: %s\n Category: %s\n Channel: %s\n Company: %s\n Contact name: %s\n Email: %s\n Phone number: %s\n Fax: %s\n Mobile: %s\n State: %s\n Description: %s\n Probability: %s\n Planned revennue: %s\n Country: %s\n City: %s\n Street: %s\n Street 2: %s\n Zip 2: %s') % ( opp.name, opp.partner_id.name or '',
|
||||
opp.stage_id.name or '',
|
||||
opp.section_id.name or '',
|
||||
opp.user_id.name or '',
|
||||
opp.categ_id.name or '',
|
||||
opp.channel_id.name or '',
|
||||
opp.company_id.name or '',
|
||||
opp.contact_name or '',
|
||||
opp.email_from or '',
|
||||
opp.phone or '',
|
||||
opp.fax or '',
|
||||
opp.mobile or '',
|
||||
opp.state_id.name or '',
|
||||
opp.description or '',
|
||||
opp.probability or '',
|
||||
opp.planned_revenue or '',
|
||||
opp.country_id.name or '',
|
||||
opp.city or '',
|
||||
opp.street or '',
|
||||
opp.street2 or '',
|
||||
opp.zip or '',
|
||||
))
|
||||
subject = subject[0] + ", ".join(subject[1:])
|
||||
details = "\n\n".join(details)
|
||||
|
||||
opp_obj.message_append(cr, uid, [first_opportunity], subject, body_text=details)
|
||||
#data.update({'message_ids' : [(6, 0 ,self._concat_o2m('message_ids', op_ids))]})
|
||||
opp_obj.write(cr, uid, [first_opportunity.id], data, context=context)
|
||||
unlink_ids = map(lambda x: x.id, tail_opportunities)
|
||||
opp_obj.unlink(cr, uid, unlink_ids, context=context)
|
||||
|
||||
models_data = self.pool.get('ir.model.data')
|
||||
|
||||
# Get Opportunity views
|
||||
opportunity_view_form = models_data._get_id(
|
||||
cr, uid, 'crm', 'crm_case_form_view_oppor')
|
||||
opportunity_view_tree = models_data._get_id(
|
||||
cr, uid, 'crm', 'crm_case_tree_view_oppor')
|
||||
if opportunity_view_form:
|
||||
opportunity_view_form = models_data.browse(
|
||||
cr, uid, opportunity_view_form, context=context).res_id
|
||||
if opportunity_view_tree:
|
||||
opportunity_view_tree = models_data.browse(
|
||||
cr, uid, opportunity_view_tree, context=context).res_id
|
||||
|
||||
return {
|
||||
'name': _('Opportunity'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'tree, form',
|
||||
'res_model': 'crm.lead',
|
||||
'domain': [('type', '=', 'opportunity')],
|
||||
'res_id': int(first_opportunity.id),
|
||||
'view_id': False,
|
||||
'views': [(opportunity_view_form, 'form'),
|
||||
(opportunity_view_tree, 'tree'),
|
||||
(False, 'calendar'), (False, 'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
}
|
||||
|
||||
|
||||
def action_merge(self, cr, uid, ids, context=None):
|
||||
obj_opportunity = self.browse(cr, uid, ids[0], context=context)
|
||||
op_ids = obj_opportunity.opportunity_ids
|
||||
self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [op_ids[0].id])]}, context=context)
|
||||
context['lead_ids'] = [op_ids[0].id]
|
||||
return self.merge(cr, uid, op_ids, context)
|
||||
lead = self.pool.get('crm.lead')
|
||||
record = self.browse(cr, uid, ids[0], context=context)
|
||||
opportunities = record.opportunity_ids
|
||||
#TOFIX: why need to check lead_ids here
|
||||
lead_ids = [opportunities[0].id]
|
||||
self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, lead_ids)]}, context=context)
|
||||
context['lead_ids'] = lead_ids
|
||||
merge_id = lead.merge_opportunity(cr, uid, [x.id for x in opportunities], context=context)
|
||||
return lead.redirect_opportunity_view(cr, uid, merge_id, context=context)
|
||||
|
||||
_columns = {
|
||||
'opportunity_ids' : fields.many2many('crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id', 'Opportunities', domain=[('type', '=', 'opportunity')]),
|
||||
|
@ -223,13 +44,6 @@ class crm_merge_opportunity(osv.osv_memory):
|
|||
def default_get(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
This function gets default values
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current users ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : default values of fields.
|
||||
"""
|
||||
record_ids = context and context.get('active_ids', False) or False
|
||||
res = super(crm_merge_opportunity, self).default_get(cr, uid, fields, context=context)
|
||||
|
|
|
@ -28,36 +28,11 @@ import time
|
|||
|
||||
class crm_opportunity2phonecall(osv.osv_memory):
|
||||
"""Converts Opportunity to Phonecall"""
|
||||
|
||||
_inherit = 'crm.phonecall2phonecall'
|
||||
_name = 'crm.opportunity2phonecall'
|
||||
_description = 'Opportunity to Phonecall'
|
||||
|
||||
_columns = {
|
||||
'name' : fields.char('Call summary', size=64, required=True, select=1),
|
||||
'user_id' : fields.many2one('res.users', "Assign To"),
|
||||
'contact_name':fields.char('Contact', size=64),
|
||||
'phone':fields.char('Phone', size=64),
|
||||
'partner_id' : fields.many2one('res.partner', "Partner"),
|
||||
'date': fields.datetime('Date'),
|
||||
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', \
|
||||
domain="['|',('section_id','=',False),('section_id','=',section_id),\
|
||||
('object_id.model', '=', 'crm.phonecall')]"),
|
||||
'action': fields.selection([('schedule','Schedule a call'), ('log','Log a call')], 'Action', required=True),
|
||||
'note':fields.text('Note'),
|
||||
}
|
||||
|
||||
def default_get(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
This function gets default values
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : default values of fields.
|
||||
"""
|
||||
opp_obj = self.pool.get('crm.lead')
|
||||
categ_id = False
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
|
@ -66,8 +41,8 @@ class crm_opportunity2phonecall(osv.osv_memory):
|
|||
categ_id = data_obj.browse(cr, uid, res_id, context=context).res_id
|
||||
|
||||
record_ids = context and context.get('active_ids', []) or []
|
||||
res = super(crm_opportunity2phonecall, self).default_get(cr, uid, fields, context=context)
|
||||
res.update({'action': 'log', 'date': time.strftime('%Y-%m-%d %H:%M:%S')})
|
||||
res = {}
|
||||
res.update({'action': 'schedule', 'date': time.strftime('%Y-%m-%d %H:%M:%S')})
|
||||
for opp in opp_obj.browse(cr, uid, record_ids, context=context):
|
||||
if 'name' in fields:
|
||||
res.update({'name': opp.name})
|
||||
|
@ -87,84 +62,20 @@ class crm_opportunity2phonecall(osv.osv_memory):
|
|||
res.update({'phone': opp.phone or (opp.partner_address_id and opp.partner_address_id.phone or False)})
|
||||
return res
|
||||
|
||||
def action_cancel(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
Closes Opportunity to Phonecall form
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Opportunity to Phonecall's IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
"""
|
||||
return {'type': 'ir.actions.act_window_close'}
|
||||
|
||||
def action_apply(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This converts Opportunity to Phonecall and opens Phonecall view
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user's ID for security checks,
|
||||
@param ids: List of Opportunity to Phonecall IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary value for created Opportunity form
|
||||
"""
|
||||
def action_schedule(self, cr, uid, ids, context=None):
|
||||
value = {}
|
||||
record_ids = context and context.get('active_ids', []) or []
|
||||
|
||||
phonecall_obj = self.pool.get('crm.phonecall')
|
||||
opp_obj = self.pool.get('crm.lead')
|
||||
mod_obj = self.pool.get('ir.model.data')
|
||||
result = mod_obj._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
|
||||
res = mod_obj.read(cr, uid, result, ['res_id'])
|
||||
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
|
||||
# Select the view
|
||||
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_tree_view')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_form_view')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
for this in self.browse(cr, uid, ids, context=context):
|
||||
for opp in opp_obj.browse(cr, uid, record_ids, context=context):
|
||||
vals = {
|
||||
'name' : opp.name,
|
||||
'case_id' : opp.id,
|
||||
'user_id' : this.user_id and this.user_id.id or False,
|
||||
'categ_id' : this.categ_id.id,
|
||||
'description' : opp.description or False,
|
||||
'date' : this.date,
|
||||
'section_id' : this.section_id.id or False,
|
||||
'partner_id': opp.partner_id and opp.partner_id.id or False,
|
||||
'partner_address_id': opp.partner_address_id and opp.partner_address_id.id or False,
|
||||
'partner_phone' : opp.phone or (opp.partner_address_id and opp.partner_address_id.phone or False),
|
||||
'partner_mobile' : opp.partner_address_id and opp.partner_address_id.mobile or False,
|
||||
'priority': opp.priority,
|
||||
'opportunity_id': opp.id,
|
||||
'date_open': time.strftime('%Y-%m-%d %H:%M:%S')
|
||||
}
|
||||
|
||||
new_case = phonecall_obj.create(cr, uid, vals, context=context)
|
||||
|
||||
if this.action == 'log':
|
||||
phonecall_obj.case_close(cr, uid, [new_case])
|
||||
return {'type': 'ir.actions.act_window_close'}
|
||||
|
||||
value = {
|
||||
'name': _('Phone Call'),
|
||||
'domain': "[('user_id','=',%s),('opportunity_id','=',%s)]" % (uid,opp.id),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'tree,form',
|
||||
'res_model': 'crm.phonecall',
|
||||
'res_id' : new_case,
|
||||
'views': [(id3, 'form'), (id2, 'tree'), (False, 'calendar')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id'],
|
||||
}
|
||||
return value
|
||||
if context is None:
|
||||
context = {}
|
||||
phonecall = self.pool.get('crm.phonecall')
|
||||
opportunity_ids = context and context.get('active_ids') or []
|
||||
opportunity = self.pool.get('crm.lead')
|
||||
data = self.browse(cr, uid, ids, context=context)[0]
|
||||
call_ids = opportunity.schedule_phonecall(cr, uid, opportunity_ids, data.date, data.name, \
|
||||
data.note, data.phone, data.contact_name, data.user_id and data.user_id.id or False, \
|
||||
data.section_id and data.section_id.id or False, \
|
||||
data.categ_id and data.categ_id.id or False, \
|
||||
action=data.action, context=context)
|
||||
return phonecall.redirect_phonecall_view(cr, uid, call_ids[opportunity_ids[0]], context=context)
|
||||
|
||||
crm_opportunity2phonecall()
|
||||
|
||||
|
|
|
@ -16,24 +16,19 @@
|
|||
<field name="name"/>
|
||||
<field name="date" string="Planned Date" attrs="{'invisible': [('action','=','log')]}"/>
|
||||
<newline/>
|
||||
<group colspan="4">
|
||||
<field name="partner_id" readonly="True"/>
|
||||
<field name="categ_id" string="Type" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
|
||||
<field name="contact_name"/>
|
||||
<field name="phone"/>
|
||||
</group>
|
||||
<group colspan="4">
|
||||
<field name="user_id" attrs="{'invisible': [('action','=','log')]}"/>
|
||||
<field name="section_id" widget="selection" attrs="{'invisible': [('action','=','log')]}"/>
|
||||
</group>
|
||||
<group colspan="4">
|
||||
<field name="note"/>
|
||||
</group>
|
||||
<field name="partner_id" readonly="True"/>
|
||||
<field name="categ_id" string="Type" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
|
||||
<field name="contact_name"/>
|
||||
<field name="phone"/>
|
||||
<field name="user_id" attrs="{'invisible': [('action','=','log')]}"/>
|
||||
<field name="section_id" widget="selection" attrs="{'invisible': [('action','=','log')]}"/>
|
||||
<separator string="Notes" colspan="4"/>
|
||||
<field name="note" colspan="4" nolabel="1"/>
|
||||
<separator string="" colspan="4"/>
|
||||
<group colspan="4" col="3">
|
||||
<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
|
||||
<button name="action_apply" type="object" string="Log call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'log')]}" />
|
||||
<button name="action_apply" type="object" string="Schedule call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'schedule')]}" />
|
||||
<button name="action_schedule" type="object" string="Log call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'log')]}" />
|
||||
<button name="action_schedule" type="object" string="Schedule call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'schedule')]}" />
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
|
|
|
@ -35,16 +35,15 @@ class crm_partner2opportunity(osv.osv_memory):
|
|||
'partner_id': fields.many2one('res.partner', 'Partner'),
|
||||
}
|
||||
|
||||
def action_cancel(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
Closes Partner 2 Opportunity
|
||||
"""
|
||||
return {'type':'ir.actions.act_window_close'}
|
||||
|
||||
def default_get(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
This function gets default values
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : default values of fields.
|
||||
"""
|
||||
partner_obj = self.pool.get('res.partner')
|
||||
data = context and context.get('active_ids', []) or []
|
||||
|
@ -58,56 +57,17 @@ class crm_partner2opportunity(osv.osv_memory):
|
|||
return res
|
||||
|
||||
def make_opportunity(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param context: A standard dictionary for contextual values
|
||||
"""
|
||||
|
||||
data = context and context.get('active_ids', []) or []
|
||||
make_opportunity = self.pool.get('crm.partner2opportunity')
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
part_obj = self.pool.get('res.partner')
|
||||
categ_obj = self.pool.get('crm.case.categ')
|
||||
case_obj = self.pool.get('crm.lead')
|
||||
|
||||
for make_opportunity_obj in make_opportunity.browse(cr, uid, ids, context=context):
|
||||
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
|
||||
res = data_obj.read(cr, uid, result, ['res_id'])
|
||||
|
||||
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
address = part_obj.address_get(cr, uid, data)
|
||||
categ_ids = categ_obj.search(cr, uid, [('object_id.model','=','crm.lead')])
|
||||
|
||||
opp_id = case_obj.create(cr, uid, {
|
||||
'name' : make_opportunity_obj.name,
|
||||
'planned_revenue' : make_opportunity_obj.planned_revenue,
|
||||
'probability' : make_opportunity_obj.probability,
|
||||
'partner_id' : make_opportunity_obj.partner_id.id,
|
||||
'partner_address_id' : address['default'],
|
||||
'categ_id' : categ_ids and categ_ids[0] or '',
|
||||
'state' :'draft',
|
||||
'type': 'opportunity'
|
||||
})
|
||||
value = {
|
||||
'name' : _('Opportunity'),
|
||||
'view_type' : 'form',
|
||||
'view_mode' : 'form,tree',
|
||||
'res_model' : 'crm.lead',
|
||||
'res_id' : opp_id,
|
||||
'view_id' : False,
|
||||
'views' : [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
|
||||
'type' : 'ir.actions.act_window',
|
||||
'search_view_id' : res['res_id']
|
||||
}
|
||||
return value
|
||||
partner_ids = context and context.get('active_ids', []) or []
|
||||
partner = self.pool.get('res.partner')
|
||||
lead = self.pool.get('crm.lead')
|
||||
data = self.browse(cr, uid, ids, context=context)[0]
|
||||
opportunity_ids = partner.make_opportunity(cr, uid, partner_ids,
|
||||
data.name,
|
||||
data.planned_revenue,
|
||||
data.probability,
|
||||
)
|
||||
opportunity_id = opportunity_ids[partner_ids[0]]
|
||||
return lead.redirect_opportunity_view(cr, uid, opportunity_id, context=context)
|
||||
|
||||
crm_partner2opportunity()
|
||||
|
||||
|
|
|
@ -16,7 +16,7 @@
|
|||
<field name="probability"/>
|
||||
<separator string="" colspan="4" />
|
||||
<group col="4" colspan="4">
|
||||
<button special="cancel" string="_Cancel" icon="gtk-cancel"/>
|
||||
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
|
||||
<button name="make_opportunity" string="Create Opportunity" type="object" icon="gtk-ok"/>
|
||||
</group>
|
||||
</form>
|
||||
|
|
|
@ -26,97 +26,31 @@ class crm_phonecall2opportunity(osv.osv_memory):
|
|||
""" Converts Phonecall to Opportunity"""
|
||||
|
||||
_name = 'crm.phonecall2opportunity'
|
||||
_inherit = 'crm.partner2opportunity'
|
||||
_description = 'Phonecall To Opportunity'
|
||||
|
||||
def action_cancel(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
Closes Phonecall to Opportunity form
|
||||
"""
|
||||
|
||||
return {'type':'ir.actions.act_window_close'}
|
||||
|
||||
|
||||
def action_apply(self, cr, uid, ids, context=None):
|
||||
def make_opportunity(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This converts Phonecall to Opportunity and opens Phonecall view
|
||||
"""
|
||||
record_id = context and context.get('active_id', False) or False
|
||||
if record_id:
|
||||
opp_obj = self.pool.get('crm.lead')
|
||||
phonecall_obj = self.pool.get('crm.phonecall')
|
||||
case = phonecall_obj.browse(cr, uid, record_id, context=context)
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
|
||||
res = data_obj.read(cr, uid, result, ['res_id'])
|
||||
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
for this in self.browse(cr, uid, ids, context=context):
|
||||
address = None
|
||||
if this.partner_id:
|
||||
address_id = self.pool.get('res.partner').address_get(cr, uid, [this.partner_id.id])
|
||||
if address_id['default']:
|
||||
address = self.pool.get('res.partner.address').browse(cr, uid, address_id['default'], context=context)
|
||||
new_opportunity_id = opp_obj.create(cr, uid, {
|
||||
'name': this.name,
|
||||
'planned_revenue': this.planned_revenue,
|
||||
'probability': this.probability,
|
||||
'partner_id': this.partner_id and this.partner_id.id or False,
|
||||
'partner_address_id': address and address.id,
|
||||
'phone': address and address.phone,
|
||||
'mobile': address and address.mobile,
|
||||
'section_id': case.section_id and case.section_id.id or False,
|
||||
'description': case.description or False,
|
||||
'phonecall_id': case.id,
|
||||
'priority': case.priority,
|
||||
'type': 'opportunity',
|
||||
'phone': case.partner_phone or False,
|
||||
})
|
||||
vals = {
|
||||
'partner_id': this.partner_id.id,
|
||||
'opportunity_id' : new_opportunity_id,
|
||||
}
|
||||
phonecall_obj.write(cr, uid, [case.id], vals)
|
||||
phonecall_obj.case_close(cr, uid, [case.id])
|
||||
opp_obj.case_open(cr, uid, [new_opportunity_id])
|
||||
|
||||
value = {
|
||||
'name': _('Opportunity'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'crm.lead',
|
||||
'res_id': int(new_opportunity_id),
|
||||
'view_id': False,
|
||||
'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id']
|
||||
}
|
||||
return value
|
||||
|
||||
_columns = {
|
||||
'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
|
||||
'probability': fields.float('Success Probability'),
|
||||
'planned_revenue': fields.float('Expected Revenue'),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner'),
|
||||
}
|
||||
if not len(ids):
|
||||
return False
|
||||
call_ids = context and context.get('active_ids', False) or False
|
||||
this = self.browse(cr, uid, ids[0], context=context)
|
||||
if not call_ids:
|
||||
return {}
|
||||
opportunity = self.pool.get('crm.lead')
|
||||
phonecall = self.pool.get('crm.phonecall')
|
||||
opportunity_ids = phonecall.convert_opportunity(cr, uid, call_ids, this.name, this.partner_id and this.partner_id.id or False, \
|
||||
this.planned_revenue, this.probability, context=context)
|
||||
return opportunity.redirect_opportunity_view(cr, uid, opportunity_ids[call_ids[0]], context=context)
|
||||
|
||||
def default_get(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
This function gets default values
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : default values of fields.
|
||||
"""
|
||||
record_id = context and context.get('active_id', False) or False
|
||||
res = super(crm_phonecall2opportunity, self).default_get(cr, uid, fields, context=context)
|
||||
res = {}
|
||||
|
||||
if record_id:
|
||||
phonecall = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
|
||||
|
|
|
@ -19,7 +19,7 @@
|
|||
<group colspan="4" col="3" >
|
||||
<label string=" " />
|
||||
<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
|
||||
<button name="action_apply" type="object" string="_Convert" icon="gtk-convert" />
|
||||
<button name="make_opportunity" type="object" string="_Convert" icon="gtk-convert" />
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
|
|
|
@ -26,42 +26,12 @@ class crm_phonecall2partner(osv.osv_memory):
|
|||
""" Converts phonecall to partner """
|
||||
|
||||
_name = 'crm.phonecall2partner'
|
||||
_inherit = 'crm.lead2partner'
|
||||
_description = 'Phonecall to Partner'
|
||||
|
||||
_columns = {
|
||||
'action': fields.selection([('exist', 'Link to an existing partner'), \
|
||||
('create', 'Create a new partner')], \
|
||||
'Action', required=True),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner')
|
||||
}
|
||||
|
||||
def view_init(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
This function checks for precondition before wizard executes
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
"""
|
||||
phonecall_obj = self.pool.get('crm.phonecall')
|
||||
rec_ids = context and context.get('active_ids', [])
|
||||
for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context):
|
||||
if phonecall.partner_id:
|
||||
raise osv.except_osv(_('Warning !'),
|
||||
_('A partner is already defined on this phonecall.'))
|
||||
|
||||
|
||||
def _select_partner(self, cr, uid, context=None):
|
||||
"""
|
||||
This function Searches for Partner from selected phonecall.
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Partner id if any for selected phonecall.
|
||||
"""
|
||||
if context is None:
|
||||
context = {}
|
||||
|
@ -75,7 +45,7 @@ class crm_phonecall2partner(osv.osv_memory):
|
|||
for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context):
|
||||
partner_ids = partner_obj.search(cr, uid, [('name', '=', phonecall.name or phonecall.name)])
|
||||
if not partner_ids and phonecall.email_from:
|
||||
address_ids = contact_obj.search(cr, uid, [('email', '=', phonecall.email_from)])
|
||||
address_ids = contact_obj.search(cr, uid, ['|', ('phone', '=', phonecall.partner_phone), ('mobile','=',phonecall.partner_mobile)])
|
||||
if address_ids:
|
||||
addresses = contact_obj.browse(cr, uid, address_ids)
|
||||
partner_ids = addresses and [addresses[0].partner_id.id] or False
|
||||
|
@ -83,117 +53,20 @@ class crm_phonecall2partner(osv.osv_memory):
|
|||
partner_id = partner_ids and partner_ids[0] or False
|
||||
return partner_id
|
||||
|
||||
_defaults = {
|
||||
'action': lambda *a:'exist',
|
||||
'partner_id': _select_partner
|
||||
}
|
||||
|
||||
def open_create_partner(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This function Opens form of create partner.
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Phonecall to Partner's IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary value for next form.
|
||||
"""
|
||||
|
||||
view_obj = self.pool.get('ir.ui.view')
|
||||
view_id = view_obj.search(cr, uid, [('model', '=', 'crm.phonecall2partner'), \
|
||||
('name', '=', 'crm.phonecall2partner.view')])
|
||||
return {
|
||||
'view_mode': 'form',
|
||||
'view_type': 'form',
|
||||
'view_id': view_id or False,
|
||||
'res_model': 'crm.phonecall2partner',
|
||||
'context': context,
|
||||
'type': 'ir.actions.act_window',
|
||||
'target': 'new',
|
||||
}
|
||||
|
||||
|
||||
def _create_partner(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This function Creates partner based on action.
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Phonecall to Partner's IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary {}.
|
||||
"""
|
||||
if context is None:
|
||||
context = {}
|
||||
phonecall = self.pool.get('crm.phonecall')
|
||||
|
||||
phonecall_obj = self.pool.get('crm.phonecall')
|
||||
partner_obj = self.pool.get('res.partner')
|
||||
contact_obj = self.pool.get('res.partner.address')
|
||||
partner_ids = []
|
||||
contact_id = False
|
||||
|
||||
rec_ids = context and context.get('active_ids', [])
|
||||
|
||||
for data in self.browse(cr, uid, ids, context=context):
|
||||
for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context):
|
||||
if data.action == 'create':
|
||||
partner_id = partner_obj.create(cr, uid, {
|
||||
'name': phonecall.name or phonecall.name,
|
||||
'user_id': phonecall.user_id.id,
|
||||
'comment': phonecall.description,
|
||||
})
|
||||
contact_id = contact_obj.create(cr, uid, {
|
||||
'partner_id': partner_id,
|
||||
'name': phonecall.name,
|
||||
'phone': phonecall.partner_phone,
|
||||
})
|
||||
|
||||
else:
|
||||
if data.partner_id:
|
||||
partner_id = data.partner_id.id
|
||||
contact_id = partner_obj.address_get(cr, uid, [partner_id])['default']
|
||||
|
||||
partner_ids.append(partner_id)
|
||||
|
||||
vals = {}
|
||||
if partner_id:
|
||||
vals.update({'partner_id': partner_id})
|
||||
if contact_id:
|
||||
vals.update({'partner_address_id': contact_id})
|
||||
phonecall_obj.write(cr, uid, [phonecall.id], vals)
|
||||
return partner_ids
|
||||
|
||||
def make_partner(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This function Makes partner based on action.
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Phonecall to Partner's IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary value for created Partner form.
|
||||
"""
|
||||
|
||||
partner_ids = self._create_partner(cr, uid, ids, context=context)
|
||||
mod_obj = self.pool.get('ir.model.data')
|
||||
result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
|
||||
res = mod_obj.read(cr, uid, result, ['res_id'])
|
||||
|
||||
value = {
|
||||
'domain': "[]",
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'res.partner',
|
||||
'res_id': partner_ids and int(partner_ids[0]) or False,
|
||||
'view_id': False,
|
||||
'context': context,
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id']
|
||||
}
|
||||
return value
|
||||
data = self.browse(cr, uid, ids, context=context)[0]
|
||||
call_ids = context and context.get('active_ids') or []
|
||||
partner_id = data.partner_id and data.partner_id.id or False
|
||||
partner_ids = phonecall.convert_partner(cr, uid, call_ids, data.action, partner_id, context=context)
|
||||
return partner_ids[call_ids[0]]
|
||||
|
||||
crm_phonecall2partner()
|
||||
|
||||
|
|
|
@ -25,108 +25,50 @@ from tools.translate import _
|
|||
import time
|
||||
|
||||
class crm_phonecall2phonecall(osv.osv_memory):
|
||||
""" Converts Phonecall to Phonecall"""
|
||||
|
||||
_name = 'crm.phonecall2phonecall'
|
||||
_description = 'Phonecall To Phonecall'
|
||||
|
||||
_columns = {
|
||||
'name' : fields.char('Call summary', size=64, required=True, select=1),
|
||||
'user_id' : fields.many2one('res.users',"Assign To"),
|
||||
'contact_name':fields.char('Contact', size=64),
|
||||
'phone':fields.char('Phone', size=64),
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', \
|
||||
domain="['|',('section_id','=',False),('section_id','=',section_id),\
|
||||
('object_id.model', '=', 'crm.phonecall')]"),
|
||||
'date': fields.datetime('Date'),
|
||||
'section_id':fields.many2one('crm.case.section','Sales Team'),
|
||||
'action': fields.selection([('schedule','Schedule a call'), ('log','Log a call')], 'Action', required=True),
|
||||
'partner_id' : fields.many2one('res.partner', "Partner"),
|
||||
'note':fields.text('Note')
|
||||
}
|
||||
|
||||
|
||||
def action_cancel(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
Closes Phonecall to Phonecall form
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Phonecall to Phonecall's IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
"""
|
||||
return {'type':'ir.actions.act_window_close'}
|
||||
|
||||
def action_apply(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This converts Phonecall to Phonecall and opens Phonecall view
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Phonecall to Phonecall IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary value for created Opportunity form
|
||||
"""
|
||||
res = {}
|
||||
record_id = context and context.get('active_id', False) or False
|
||||
phonecall_obj = self.pool.get('crm.phonecall')
|
||||
|
||||
if record_id:
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
|
||||
# Get Phonecall views
|
||||
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
|
||||
res = data_obj.read(cr, uid, result, ['res_id'])
|
||||
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_form_view')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_tree_view')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
phonecall = phonecall_obj.browse(cr, uid, record_id, context=context)
|
||||
|
||||
for this in self.browse(cr, uid, ids, context=context):
|
||||
values = {
|
||||
'name': this.name,
|
||||
'user_id': this.user_id and this.user_id.id,
|
||||
'categ_id': this.categ_id.id,
|
||||
'section_id': this.section_id.id or (phonecall.section_id and phonecall.section_id.id),
|
||||
'description': phonecall.description or '',
|
||||
'partner_id': phonecall.partner_id.id,
|
||||
'partner_address_id': phonecall.partner_address_id.id,
|
||||
'partner_mobile': phonecall.partner_mobile or False,
|
||||
'priority': phonecall.priority,
|
||||
'partner_phone': phonecall.partner_phone or False,
|
||||
'date': this.date
|
||||
}
|
||||
phonecall_id = phonecall_obj.create(cr, uid, values, context=context)
|
||||
if this.action == 'schedule':
|
||||
phonecall_obj.case_open(cr, uid, [phonecall_id])
|
||||
elif this.action == 'log':
|
||||
phonecall_obj.case_close(cr, uid, [phonecall_id])
|
||||
|
||||
res = {
|
||||
'name': _('Phone Call'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form',
|
||||
'res_model': 'crm.phonecall',
|
||||
'view_id': False,
|
||||
'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'res_id': phonecall_id,
|
||||
'domain': [('id', '=', phonecall_id)],
|
||||
'search_view_id': res['res_id']
|
||||
}
|
||||
return res
|
||||
|
||||
_columns = {
|
||||
'name' : fields.char('Call summary', size=64, required=True, select=1),
|
||||
'user_id' : fields.many2one('res.users',"Assign To"),
|
||||
'categ_id': fields.many2one('crm.case.categ', 'Category', \
|
||||
domain="['|',('section_id','=',False),('section_id','=',section_id),\
|
||||
('object_id.model', '=', 'crm.phonecall')]"),
|
||||
'date': fields.datetime('Date'),
|
||||
'section_id':fields.many2one('crm.case.section','Sales Team'),
|
||||
'action': fields.selection([('schedule','Schedule a call'), ('log','Log a call')], 'Action', required=True),
|
||||
'partner_id' : fields.many2one('res.partner', "Partner"),
|
||||
}
|
||||
def action_schedule(self, cr, uid, ids, context=None):
|
||||
value = {}
|
||||
if context is None:
|
||||
context = {}
|
||||
phonecall = self.pool.get('crm.phonecall')
|
||||
phonecall_ids = context and context.get('active_ids') or []
|
||||
for this in self.browse(cr, uid, ids, context=context):
|
||||
phocall_ids = phonecall.schedule_another_phonecall(cr, uid, phonecall_ids, this.date, this.name, \
|
||||
this.user_id and this.user_id.id or False, \
|
||||
this.section_id and this.section_id.id or False, \
|
||||
this.categ_id and this.categ_id.id or False, \
|
||||
action=this.action, context=context)
|
||||
|
||||
return phonecall.redirect_phonecall_view(cr, uid, phocall_ids[phonecall_ids[0]], context=context)
|
||||
|
||||
def default_get(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
This function gets default values
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : default values of fields.
|
||||
|
||||
"""
|
||||
res = super(crm_phonecall2phonecall, self).default_get(cr, uid, fields, context=context)
|
||||
record_id = context and context.get('active_id', False) or False
|
||||
|
|
|
@ -22,8 +22,8 @@
|
|||
<separator string=" " colspan="4"/>
|
||||
<group colspan="4" col="3" >
|
||||
<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
|
||||
<button name="action_apply" type="object" string="Log call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'log')]}" />
|
||||
<button name="action_apply" type="object" string="Schedule call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'schedule')]}" />
|
||||
<button name="action_schedule" type="object" string="Log call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'log')]}" />
|
||||
<button name="action_schedule" type="object" string="Schedule call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'schedule')]}" />
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
|
|
|
@ -48,7 +48,9 @@ automatically new claims based on incoming emails.
|
|||
'demo_xml': [
|
||||
'crm_claim_demo.xml',
|
||||
],
|
||||
'test': ['test/test_crm_claim.yml'],
|
||||
'test': ['test/process/claim.yml',
|
||||
'test/ui/claim_demo.yml'
|
||||
],
|
||||
'installable': True,
|
||||
'active': False,
|
||||
'certificate' : '00612027414703404749',
|
||||
|
|
|
@ -46,6 +46,7 @@ class crm_claim(crm.crm_case, osv.osv):
|
|||
_columns = {
|
||||
'id': fields.integer('ID', readonly=True),
|
||||
'name': fields.char('Claim Subject', size=128, required=True),
|
||||
'active': fields.boolean('Active'),
|
||||
'action_next': fields.char('Next Action', size=200),
|
||||
'date_action_next': fields.datetime('Next Action Date'),
|
||||
'description': fields.text('Description'),
|
||||
|
@ -95,6 +96,7 @@ class crm_claim(crm.crm_case, osv.osv):
|
|||
'date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
|
||||
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.case', context=c),
|
||||
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
|
||||
'active': lambda *a: 1
|
||||
}
|
||||
|
||||
def onchange_partner_id(self, cr, uid, ids, part, email=False):
|
||||
|
@ -129,8 +131,6 @@ class crm_claim(crm.crm_case, osv.osv):
|
|||
if l.state == 'draft':
|
||||
message = _("The claim '%s' has been opened.") % l.name
|
||||
self.log(cr, uid, l.id, message)
|
||||
value = {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')}
|
||||
self.write(cr, uid, [l.id], value)
|
||||
stage_id = self.stage_find(cr, uid, l.section_id.id or False, [('sequence','>',0)])
|
||||
if stage_id:
|
||||
self.stage_set(cr, uid, [l.id], stage_id)
|
||||
|
|
|
@ -15,8 +15,6 @@
|
|||
<field eval=""Problem with the delivery of goods"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm.section_sales_department"/>
|
||||
<field eval=""(726) 782-0636"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_claim.categ_claim1"/>
|
||||
<field name="stage_id" ref="crm_claim.stage_claim1"/>
|
||||
<field eval=""(769) 703-274"" name="partner_phone"/>
|
||||
|
@ -31,8 +29,6 @@
|
|||
<field eval=""Damaged Products"" name="name"/>
|
||||
<field eval=""open"" name="state"/>
|
||||
<field name="section_id" ref="crm.section_sales_department"/>
|
||||
<field eval=""(392) 895-7917"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_claim.categ_claim2"/>
|
||||
<field name="stage_id" ref="crm_claim.stage_claim5"/>
|
||||
<field eval=""(956) 293-2595"" name="partner_phone"/>
|
||||
|
@ -47,8 +43,6 @@
|
|||
<field eval=""Document related problems"" name="name"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm.section_sales_department"/>
|
||||
<field eval=""(820) 167-3208"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_claim.categ_claim3"/>
|
||||
<field name="stage_id" ref="crm_claim.stage_claim2"/>
|
||||
<field eval=""(079) 681-2139"" name="partner_phone"/>
|
||||
|
@ -63,8 +57,6 @@
|
|||
<field eval=""Product quality not maintained"" name="name"/>
|
||||
<field eval=""draft"" name="state"/>
|
||||
<field name="section_id" ref="crm.section_sales_department"/>
|
||||
<field eval=""(077) 582-4035"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_claim.categ_claim1"/>
|
||||
<field name="stage_id" ref="crm_claim.stage_claim5"/>
|
||||
<field eval=""(514) 698-4118"" name="partner_phone"/>
|
||||
|
@ -79,8 +71,6 @@
|
|||
<field eval=""Some products missing"" name="name"/>
|
||||
<field eval=""pending"" name="state"/>
|
||||
<field name="section_id" ref="crm.section_sales_department"/>
|
||||
<field eval=""(333) 715-1450"" name="partner_mobile"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="categ_id" ref="crm_claim.categ_claim3"/>
|
||||
<field name="stage_id" ref="crm_claim.stage_claim3"/>
|
||||
<field eval=""(855) 924-4364"" name="partner_phone"/>
|
||||
|
@ -88,14 +78,12 @@
|
|||
|
||||
<record id="crm_case_claim06" model="crm.claim">
|
||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||
<field eval="1" name="active"/>
|
||||
<field name="partner_id" ref="base.res_partner_9"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Problem with the delivery of assignments"" name="name"/>
|
||||
<field eval=""cancel"" name="state"/>
|
||||
<field name="section_id" ref="crm.section_sales_department"/>
|
||||
<field eval=""(468) 017-2684"" name="partner_mobile"/>
|
||||
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
|
||||
<field name="categ_id" ref="crm_claim.categ_claim1"/>
|
||||
<field name="stage_id" ref="crm_claim.stage_claim5"/>
|
||||
|
@ -104,14 +92,12 @@
|
|||
</record>
|
||||
|
||||
<record id="crm_case_claims07" model="crm.claim">
|
||||
<field eval="1" name="active"/>
|
||||
<field name="partner_id" ref="base.res_partner_seagate"/>
|
||||
<field eval=""3"" name="priority"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field eval=""Documents unclear"" name="name"/>
|
||||
<field eval=""done"" name="state"/>
|
||||
<field name="section_id" ref="crm.section_sales_department"/>
|
||||
<field eval="" (463) 014-1208"" name="partner_mobile"/>
|
||||
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/>
|
||||
<field name="categ_id" ref="crm_claim.categ_claim3"/>
|
||||
<field name="stage_id" ref="crm_claim.stage_claim2"/>
|
||||
|
|
|
@ -0,0 +1,17 @@
|
|||
Message-ID: <4EA66F25.7080001@customer.com>
|
||||
Date: Tue, 25 Oct 2011 13:41:17 +0530
|
||||
From: Mr. John Right <info@customer.com>
|
||||
User-Agent: Mozilla/5.0 (X11; U; Linux i686; en-US; rv:1.9.2.14) Gecko/20110223 Lightning/1.0b2 Thunderbird/3.1.8
|
||||
MIME-Version: 1.0
|
||||
To: claims@my.com
|
||||
Subject: demande de =?ISO-8859-1?Q?r=E8glement_de_votre_produit=2E?=
|
||||
Content-Type: text/plain; charset=ISO-8859-1; format=flowed
|
||||
Content-Transfer-Encoding: 8bit
|
||||
|
||||
J'ai acheté votre produit il ya quelques jours. maintenant certains
|
||||
problèmes sont survenus sur votre produit.
|
||||
je demande donc à convertir cette demande que la réclamation et de
|
||||
résoudre les problèmes le plus tôt possible.
|
||||
|
||||
Merci
|
||||
|
|
@ -0,0 +1,46 @@
|
|||
-
|
||||
Customer requests a claim after the sale of our product. He sends claim request by email.
|
||||
-
|
||||
Mail script will be fetched him request from mail server. so I process that mail after read EML file
|
||||
-
|
||||
!python {model: mail.thread}: |
|
||||
import addons
|
||||
request_file = open(addons.get_module_resource('crm_claim','test', 'customer_claim.eml'),'rb')
|
||||
request_message = request_file.read()
|
||||
self.message_process(cr, uid, 'crm.claim', request_message)
|
||||
-
|
||||
After getting the mail, I check details of new claim of that customer.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
from openerp import tools
|
||||
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
assert claim_ids and len(claim_ids), "Claim is not created after getting request"
|
||||
claim = self.browse(cr, uid, claim_ids[0], context=context)
|
||||
assert claim.name == tools.ustr("demande derèglement de votre produit."), "Subject does not match"
|
||||
-
|
||||
I open customer claim.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
self.case_open(cr, uid, claim_ids)
|
||||
-
|
||||
I check Claim Details after open.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
claim = self.browse(cr, uid, claim_ids[0])
|
||||
assert claim.state == "open", "Claim is not in Open state"
|
||||
assert claim.stage_id.id == ref("crm.stage_lead1"), "Claim is not in New stage"
|
||||
-
|
||||
After complete all service from our side, I close this claim.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
self.case_close(cr, uid, claim_ids)
|
||||
-
|
||||
I check Claim details after closed.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
claim = self.browse(cr, uid, claim_ids[0])
|
||||
assert claim.state == "done", "Claim is not in close state"
|
|
@ -1,44 +0,0 @@
|
|||
- |
|
||||
I check claims which contain customer claim information about document
|
||||
related problem, product related problem.
|
||||
- |
|
||||
I start by creating new claims for Damaged product as Value Claims with priority High and specify
|
||||
date of claim at which claim is created.
|
||||
-
|
||||
!record {model: crm.claim, id: crm_claim_damagedproduct0}:
|
||||
categ_id: crm_claim.categ_claim2
|
||||
date: !eval time.strftime('%Y-%m-%d %H:%M:%S')
|
||||
email_from: info@balmerinc.be
|
||||
name: 'Damaged product '
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
priority: '2'
|
||||
section_id: crm.section_sales_department
|
||||
|
||||
- |
|
||||
I check that the claims is in 'draft' state.
|
||||
-
|
||||
!assert {model: crm.claim, id: crm_claim_damagedproduct0}:
|
||||
- state == 'draft'
|
||||
- |
|
||||
I can change that stage by next button right on it.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
self.stage_next(cr, uid, [ref('crm_claim_damagedproduct0')])
|
||||
- |
|
||||
I make this claim as Open.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
self.case_open(cr, uid, [ref('crm_claim_damagedproduct0')])
|
||||
- |
|
||||
I am changing partner Assigned to the Claim.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
self.onchange_partner_id(cr, uid, [ref('crm_claim_damagedproduct0')], [])
|
||||
self.onchange_partner_id(cr, uid, [ref('crm_claim_damagedproduct0')], ref('base.res_partner_10'))
|
||||
- |
|
||||
I am changing partner Address to the Claim.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
self.onchange_partner_address_id(cr, uid, [ref('crm_claim_damagedproduct0')], [], email = False)
|
||||
|
|
@ -0,0 +1,15 @@
|
|||
-
|
||||
I create claim record to call of partner onchange method.
|
||||
-
|
||||
!record {model: crm.claim, id: crm_case_claim04}:
|
||||
name: 'Damaged Product'
|
||||
partner_id: base.res_partner_6
|
||||
-
|
||||
I Update the message for claim.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
try:
|
||||
self.message_update(cr, uid,[ref('crm_case_claim04')], {'subject': 'Claim Update record','body_text': 'first training session completed',})
|
||||
except:
|
||||
pass
|
||||
|
|
@ -51,7 +51,7 @@ fund status.
|
|||
'demo_xml': [
|
||||
'crm_fundraising_demo.xml',
|
||||
],
|
||||
'test': ['test/test_crm_fund.yml'],
|
||||
'test': ['test/process/fund-rising.yml'],
|
||||
'installable': True,
|
||||
'active': False,
|
||||
'certificate' : '00871545204231528989',
|
||||
|
|
|
@ -97,6 +97,7 @@ class crm_fundraising_report(osv.osv):
|
|||
avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
|
||||
from
|
||||
crm_fundraising c
|
||||
where c.active = 'true'
|
||||
group by to_char(c.date, 'YYYY'), to_char(c.date, 'MM'),\
|
||||
c.state, c.user_id,c.section_id,c.categ_id,type_id,c.partner_id,c.company_id,
|
||||
c.create_date,to_char(c.date, 'YYYY-MM-DD')
|
||||
|
|
|
@ -0,0 +1,14 @@
|
|||
Message-ID: <4EA66F25.7080010@customer.com>
|
||||
Date: Tue, 25 Oct 2011 13:41:17 +0530
|
||||
From: Mr. John Right <info@customer.com>
|
||||
User-Agent: Mozilla/5.0 (X11; U; Linux i686; en-US; rv:1.9.2.14) Gecko/20110223 Lightning/1.0b2 Thunderbird/3.1.8
|
||||
MIME-Version: 1.0
|
||||
To: contribute@my.com
|
||||
Subject: Demande de controbute dans votre fonds.
|
||||
Content-Type: text/plain; charset=ISO-8859-1; format=flowed
|
||||
Content-Transfer-Encoding: 8bit
|
||||
|
||||
Client est très heureux d'utiliser notre produit et il l'intérêt de donner une partie des fonds dans notre produit. Il a donc envoyé la demande par courriel pour les collectes de fonds.
|
||||
|
||||
Merci
|
||||
|
|
@ -0,0 +1,19 @@
|
|||
-
|
||||
Customer is very happy with our service and he interest to contribute into our fund. so He sent request by email for Fundraising.
|
||||
-
|
||||
Mail script will be fetched him request from mail server. so I process that mail after read EML file
|
||||
-
|
||||
!python {model: mail.thread}: |
|
||||
import addons
|
||||
request_file = open(addons.get_module_resource('crm_fundraising','test', 'customer_fundraising.eml'),'rb')
|
||||
request_message = request_file.read()
|
||||
self.message_process(cr, uid, 'crm.fundraising', request_message)
|
||||
-
|
||||
After getting the mail, I check details of new fundraising of that customer.
|
||||
-
|
||||
!python {model: crm.fundraising}: |
|
||||
from openerp import tools
|
||||
fund_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
assert fund_ids and len(fund_ids), "Fund is not created after getting request"
|
||||
fund = self.browse(cr, uid, fund_ids[0], context=context)
|
||||
assert fund.name == tools.ustr("Demande de controbute dans votre fonds."), "Subject does not match"
|
|
@ -1,45 +0,0 @@
|
|||
- |
|
||||
I start test Fund Raising which contain information about Donation or charity
|
||||
given by user.
|
||||
- |
|
||||
I start by creating new Funds entry for donation for books to poor school children
|
||||
with cost 500000.00 and category as "Learning And Education"
|
||||
I make payment by Cheque so I make sure that the mode on fund is selected as cheque.
|
||||
-
|
||||
!record {model: crm.fundraising, id: crm_fundraising_donationforbookstopoorschoolchildren0}:
|
||||
categ_id: crm_fundraising.categ_fund2
|
||||
email_from: info@balmerinc.be
|
||||
name: Donation for books to poor school children
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
planned_cost: 500000.0
|
||||
section_id: crm.section_sales_department
|
||||
type_id: crm_fundraising.type_fund2
|
||||
- |
|
||||
I check that the Funds is in 'draft' state.
|
||||
-
|
||||
!assert {model: crm.fundraising, id: crm_fundraising_donationforbookstopoorschoolchildren0}:
|
||||
- state == 'draft'
|
||||
- |
|
||||
I open Funds by click on "Open" button.
|
||||
-
|
||||
!python {model: crm.fundraising}: |
|
||||
self.case_open(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
|
||||
-
|
||||
I create the message regarding the all details of fundraising.
|
||||
-
|
||||
!python {model: crm.fundraising}: |
|
||||
msg = {
|
||||
'subject': 'fundraising_email',
|
||||
'body_text': 'fundraising details',
|
||||
'from': 'Administrator <admin@openerp.com>',
|
||||
'priority':'3',
|
||||
}
|
||||
context = None
|
||||
self.message_new(cr, uid,msg,context)
|
||||
|
||||
- |
|
||||
After a request via email now I close this fundraising Request by clicking on "Done" button.
|
||||
-
|
||||
!python {model: crm.fundraising}: |
|
||||
self.case_close(cr, uid, [ref('crm_fundraising_donationforbookstopoorschoolchildren0')])
|
|
@ -49,7 +49,7 @@ and categorize your interventions with a channel and a priority level.
|
|||
'demo_xml': [
|
||||
'crm_helpdesk_demo.xml',
|
||||
],
|
||||
'test': ['test/test_crm_helpdesk.yml'],
|
||||
'test': ['test/process/help-desk.yml'],
|
||||
'installable': True,
|
||||
'active': False,
|
||||
'certificate' : '00830691522781519309',
|
||||
|
|
|
@ -101,6 +101,7 @@ class crm_helpdesk_report(osv.osv):
|
|||
abs(avg(extract('epoch' from (c.date_deadline - c.date_closed)))/(3600*24)) as delay_expected
|
||||
from
|
||||
crm_helpdesk c
|
||||
where c.active = 'true'
|
||||
group by to_char(c.date, 'YYYY'), to_char(c.date, 'MM'),to_char(c.date, 'YYYY-MM-DD'),\
|
||||
c.state, c.user_id,c.section_id,c.priority,\
|
||||
c.partner_id,c.company_id,c.date_deadline,c.create_date,c.date,c.date_closed,\
|
||||
|
|
|
@ -0,0 +1,15 @@
|
|||
Message-ID: <4EA66F25.7080013@customer.com>
|
||||
Date: Tue, 25 Oct 2011 13:41:17 +0530
|
||||
From: Mr. John Right <info@customer.com>
|
||||
User-Agent: Mozilla/5.0 (X11; U; Linux i686; en-US; rv:1.9.2.14) Gecko/20110223 Lightning/1.0b2 Thunderbird/3.1.8
|
||||
MIME-Version: 1.0
|
||||
To: info@my.com
|
||||
Subject: Where is download link of user manual of your product ?
|
||||
Content-Type: text/plain; charset=ISO-8859-1; format=flowed
|
||||
Content-Transfer-Encoding: 8bit
|
||||
|
||||
I want to download user manual of your product.
|
||||
can you provide download link?
|
||||
|
||||
Thanks
|
||||
|
|
@ -0,0 +1,30 @@
|
|||
-
|
||||
Customer has Questions regarding our service. so He sent questions list by email.
|
||||
-
|
||||
Mail script will be fetched him request from mail server. so I process that mail after read EML file
|
||||
-
|
||||
!python {model: mail.thread}: |
|
||||
import addons
|
||||
request_file = open(addons.get_module_resource('crm_helpdesk','test', 'customer_question.eml'),'rb')
|
||||
request_message = request_file.read()
|
||||
self.message_process(cr, uid, 'crm.helpdesk', request_message)
|
||||
-
|
||||
After getting the mail, I check details of new question of that customer.
|
||||
-
|
||||
!python {model: crm.helpdesk}: |
|
||||
from openerp import tools
|
||||
question_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
assert question_ids and len(question_ids), "Question is not created after getting request"
|
||||
question = self.browse(cr, uid, question_ids[0], context=context)
|
||||
assert question.name == tools.ustr("Where is download link of user manual of your product ? "), "Subject does not match"
|
||||
-
|
||||
Now I Update message according to provide services.
|
||||
-
|
||||
!python {model: crm.helpdesk}: |
|
||||
question_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
try:
|
||||
self.message_update(cr, uid, question_ids, {'subject': 'Link of product', 'body_text': 'www.openerp.com'})
|
||||
except:
|
||||
pass
|
||||
|
||||
|
|
@ -1,57 +0,0 @@
|
|||
-
|
||||
|
|
||||
I start by creating New helpdesk request regarding some functional questions.
|
||||
I select Date at which helpdesk request is created.
|
||||
-
|
||||
!record {model: crm.helpdesk, id: crm_helpdesk_somefunctionalquestion0}:
|
||||
date: !eval time.strftime('%Y-%m-%d %H:%M:%S')
|
||||
email_from: info@balmerinc.be
|
||||
name: Some functional question.
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
section_id: crm.section_sales_department
|
||||
-
|
||||
I create the message.
|
||||
-
|
||||
!python {model: crm.helpdesk}: |
|
||||
msg = {
|
||||
'subject': 'test_email',
|
||||
'body_text': 'Testing',
|
||||
'from': 'Administrator <admin@openerp.com>',
|
||||
}
|
||||
context = None
|
||||
self.message_new(cr, uid,msg,context)
|
||||
|
||||
- |
|
||||
I check that the Helpdesk request is in 'Draft' state.
|
||||
-
|
||||
!assert {model: crm.helpdesk, id: crm_helpdesk_somefunctionalquestion0}:
|
||||
- state == 'draft'
|
||||
- |
|
||||
I make it "Open".
|
||||
-
|
||||
!python {model: crm.helpdesk}: |
|
||||
self.case_open(cr, uid, [ref('crm_helpdesk_somefunctionalquestion0')])
|
||||
-
|
||||
Update the created message.
|
||||
-
|
||||
!python {model: crm.helpdesk}: |
|
||||
vals = {}
|
||||
msg = {
|
||||
'subject': 'test_email',
|
||||
'body_text': 'Testing',
|
||||
'from': 'Administrator <admin@openerp.com>',
|
||||
'priority': 'done'
|
||||
}
|
||||
context = None
|
||||
default_act = 'pending'
|
||||
try:
|
||||
self.message_update(cr, uid,[ref('crm_helpdesk_somefunctionalquestion0')], msg,context)
|
||||
except:
|
||||
pass
|
||||
- |
|
||||
After a proper communication for the request via email I make sure that the request is fulfilled and
|
||||
I close this HelpDesk Request by clicking on "Close" button.
|
||||
-
|
||||
!python {model: crm.helpdesk}: |
|
||||
self.case_close(cr, uid, [ref('crm_helpdesk_somefunctionalquestion0')])
|
|
@ -38,6 +38,9 @@ You can also use the geolocalization without using the GPS coordinates.
|
|||
""",
|
||||
'author': 'OpenERP SA',
|
||||
'depends': ['crm'],
|
||||
'demo_xml': [
|
||||
'res_partner_demo.xml',
|
||||
],
|
||||
'update_xml': [
|
||||
'security/ir.model.access.csv',
|
||||
'res_partner_view.xml',
|
||||
|
@ -46,7 +49,9 @@ You can also use the geolocalization without using the GPS coordinates.
|
|||
'report/crm_lead_report_view.xml',
|
||||
'report/crm_partner_report_view.xml',
|
||||
],
|
||||
'test': ['test/test_crm_partner_assign.yml'],
|
||||
'test': [
|
||||
'test/process/partner_assign.yml',
|
||||
],
|
||||
'installable': True,
|
||||
'active': False,
|
||||
'certificate': '00503409558942442061',
|
||||
|
|
|
@ -8,7 +8,7 @@
|
|||
<field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
|
||||
<field name="arch" type="xml">
|
||||
<data>
|
||||
<xpath expr="//notebook[last()]" position="inside">
|
||||
<xpath expr="//notebook/page[@string='Lead']" position="after">
|
||||
<page string="Assignation" groups="base.group_extended">
|
||||
<group name="partner_assign_group" col="5" colspan="4">
|
||||
<separator string="Partner Assignation" colspan="5"/>
|
||||
|
@ -27,7 +27,7 @@
|
|||
<field name="partner_latitude"/>
|
||||
<field name="partner_longitude"/>
|
||||
<group colspan="1" col="1">
|
||||
<button string="Geo Assign" name="assign_partner" type="object" colspan="1"
|
||||
<button string="Geo Assign" name="action_assign_partner" type="object" colspan="1"
|
||||
icon="gtk-apply"/>
|
||||
</group>
|
||||
</group>
|
||||
|
|
|
@ -24,22 +24,25 @@ from osv import fields
|
|||
import urllib,re
|
||||
import random, time
|
||||
from tools.translate import _
|
||||
import tools
|
||||
|
||||
def geo_find(addr):
|
||||
addr = addr.encode('utf8')
|
||||
regex = '<coordinates>([+-]?[0-9\.]+),([+-]?[0-9\.]+),([+-]?[0-9\.]+)</coordinates>'
|
||||
url = 'http://maps.google.com/maps/geo?q=' + urllib.quote(addr) + '&output=xml&oe=utf8&sensor=false'
|
||||
try:
|
||||
regex = '<coordinates>([+-]?[0-9\.]+),([+-]?[0-9\.]+),([+-]?[0-9\.]+)</coordinates>'
|
||||
url = 'http://maps.google.com/maps/geo?q=' + urllib.quote(addr) + '&output=xml&oe=utf8&sensor=false'
|
||||
xml = urllib.urlopen(url).read()
|
||||
if '<error>' in xml:
|
||||
return None
|
||||
result = re.search(regex, xml, re.M|re.I)
|
||||
if not result:
|
||||
return None
|
||||
return float(result.group(2)),float(result.group(1))
|
||||
except Exception, e:
|
||||
raise osv.except_osv(_('Network error'),
|
||||
_('Could not contact geolocation servers, please make sure you have a working internet connection (%s)') % e)
|
||||
|
||||
if '<error>' in xml:
|
||||
return None
|
||||
result = re.search(regex, xml, re.M|re.I)
|
||||
if not result:
|
||||
return None
|
||||
return float(result.group(2)),float(result.group(1))
|
||||
|
||||
|
||||
class res_partner_grade(osv.osv):
|
||||
_order = 'sequence'
|
||||
|
@ -74,9 +77,13 @@ class res_partner(osv.osv):
|
|||
for partner in self.browse(cr, uid, ids, context=context):
|
||||
if not partner.address:
|
||||
continue
|
||||
part = partner.address[0]
|
||||
addr = ', '.join(filter(None, [part.street, (part.zip or '')+' '+(part.city or ''), part.state_id and part.state_id.name, part.country_id and part.country_id.name]))
|
||||
result = geo_find(addr.encode('utf8'))
|
||||
contact = partner.address[0] #TOFIX: should be get latitude and longitude for default contact?
|
||||
addr = ', '.join(filter(None, [
|
||||
contact.street,
|
||||
"%s %s" % (contact.zip , contact.city),
|
||||
contact.state_id and contact.state_id.name,
|
||||
contact.country_id and contact.country_id.name]))
|
||||
result = geo_find(tools.ustr(addr))
|
||||
if result:
|
||||
self.write(cr, uid, [partner.id], {
|
||||
'partner_latitude': result[0],
|
||||
|
@ -94,14 +101,13 @@ class crm_lead(osv.osv):
|
|||
'partner_assigned_id': fields.many2one('res.partner', 'Assigned Partner', help="Partner this case has been forwarded/assigned to.", select=True),
|
||||
'date_assign': fields.date('Assignation Date', help="Last date this case was forwarded/assigned to a partner"),
|
||||
}
|
||||
def _merge_data(self, cr, uid, ids, oldest, fields, context=None):
|
||||
fields += ['partner_latitude', 'partner_longitude', 'partner_assigned_id', 'date_assign']
|
||||
return super(crm_lead, self)._merge_data(cr, uid, ids, oldest, fields, context=context)
|
||||
|
||||
def onchange_assign_id(self, cr, uid, ids, partner_assigned_id, context=None):
|
||||
"""This function updates the "assignation date" automatically, when manually assign a partner in the geo assign tab
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of stage’s IDs
|
||||
@stage_id: change state id on run time """
|
||||
|
||||
"""
|
||||
if not partner_assigned_id:
|
||||
return {'value':{'date_assign': False}}
|
||||
else:
|
||||
|
@ -112,73 +118,113 @@ class crm_lead(osv.osv):
|
|||
'user_id' : user_id}
|
||||
}
|
||||
|
||||
def assign_partner(self, cr, uid, ids, context=None):
|
||||
ok = False
|
||||
for part in self.browse(cr, uid, ids, context=context):
|
||||
if not part.country_id:
|
||||
continue
|
||||
addr = ', '.join(filter(None, [part.street, (part.zip or '')+' '+(part.city or ''), part.state_id and part.state_id.name, part.country_id and part.country_id.name]))
|
||||
result = geo_find(addr.encode('utf8'))
|
||||
if result:
|
||||
self.write(cr, uid, [part.id], {
|
||||
'partner_latitude': result[0],
|
||||
'partner_longitude': result[1]
|
||||
}, context=context)
|
||||
def action_assign_partner(self, cr, uid, ids, context=None):
|
||||
return self.assign_partner(cr, uid, ids, partner_id=False, context=context)
|
||||
|
||||
def assign_partner(self, cr, uid, ids, partner_id=False, context=None):
|
||||
partner_ids = {}
|
||||
res = False
|
||||
res_partner = self.pool.get('res.partner')
|
||||
if not partner_id:
|
||||
partner_ids = self.search_geo_partner(cr, uid, ids, context=context)
|
||||
for lead in self.browse(cr, uid, ids, context=context):
|
||||
if not partner_id:
|
||||
partner_id = partner_ids.get(lead.id, False)
|
||||
if not partner_id:
|
||||
continue
|
||||
self.assign_geo_localize(cr, uid, [lead.id], lead.partner_latitude, lead.partner_longitude, context=context)
|
||||
partner = res_partner.browse(cr, uid, partner_id, context=context)
|
||||
if partner.user_id:
|
||||
for lead_id in ids:
|
||||
self.allocate_salesman(cr, uid, [lead_id], [partner.user_id.id], context=context)
|
||||
self.write(cr, uid, [lead.id], {'date_assign': time.strftime('%Y-%m-%d'), 'partner_assigned_id': partner_id}, context=context)
|
||||
return res
|
||||
|
||||
|
||||
def assign_geo_localize(self, cr, uid, ids, latitude=False, longitude=False, context=None):
|
||||
for lead in self.browse(cr, uid, ids, context=context):
|
||||
if not lead.country_id:
|
||||
continue
|
||||
addr = ', '.join(filter(None, [
|
||||
lead.street,
|
||||
"%s %s" % (lead.zip, lead.city),
|
||||
lead.state_id and lead.state_id.name or '',
|
||||
lead.country_id and lead.country_id.name or ''
|
||||
]))
|
||||
result = geo_find(tools.ustr(addr))
|
||||
if not latitude and result:
|
||||
latitude = result[0]
|
||||
if not longitude and result:
|
||||
longitude = result[1]
|
||||
self.write(cr, uid, [lead.id], {
|
||||
'partner_latitude': latitude,
|
||||
'partner_longitude': longitude
|
||||
}, context=context)
|
||||
return True
|
||||
|
||||
def search_geo_partner(self, cr, uid, ids, context=None):
|
||||
res_partner = self.pool.get('res.partner')
|
||||
res_partner_ids = {}
|
||||
self.assign_geo_localize(cr, uid, ids, context=context)
|
||||
for lead in self.browse(cr, uid, ids, context=context):
|
||||
partner_ids = []
|
||||
if not lead.country_id:
|
||||
continue
|
||||
latitude = lead.partner_latitude
|
||||
longitude = lead.partner_longitude
|
||||
if latitude and longitude:
|
||||
# 1. first way: in the same country, small area
|
||||
part_ids = self.pool.get('res.partner').search(cr, uid, [
|
||||
('partner_weight','>',0),
|
||||
('partner_latitude','>',result[0]-2), ('partner_latitude','<',result[0]+2),
|
||||
('partner_longitude','>',result[1]-1.5), ('partner_longitude','<',result[1]+1.5),
|
||||
('country', '=', part.country_id.id),
|
||||
partner_ids = res_partner.search(cr, uid, [
|
||||
('partner_weight', '>', 0),
|
||||
('partner_latitude', '>', latitude - 2), ('partner_latitude', '<', latitude + 2),
|
||||
('partner_longitude', '>', longitude - 1.5), ('partner_longitude', '<', longitude + 1.5),
|
||||
('country', '=', lead.country_id.id),
|
||||
], context=context)
|
||||
|
||||
# 2. second way: in the same country, big area
|
||||
if not part_ids:
|
||||
part_ids = self.pool.get('res.partner').search(cr, uid, [
|
||||
('partner_weight','>',0),
|
||||
('partner_latitude','>',result[0]-4), ('partner_latitude','<',result[0]+4),
|
||||
('partner_longitude','>',result[1]-3), ('partner_longitude','<',result[1]+3),
|
||||
('country', '=', part.country_id.id),
|
||||
if not partner_ids:
|
||||
partner_ids = res_partner.search(cr, uid, [
|
||||
('partner_weight', '>', 0),
|
||||
('partner_latitude', '>', latitude - 4), ('partner_latitude', '<', latitude + 4),
|
||||
('partner_longitude', '>', longitude - 3), ('partner_longitude', '<' , longitude + 3),
|
||||
('country', '=', lead.country_id.id),
|
||||
], context=context)
|
||||
|
||||
|
||||
# 5. fifth way: anywhere in same country
|
||||
if not part_ids:
|
||||
if not partner_ids:
|
||||
# still haven't found any, let's take all partners in the country!
|
||||
part_ids = self.pool.get('res.partner').search(cr, uid, [
|
||||
('partner_weight','>',0),
|
||||
('country', '=', part.country_id.id),
|
||||
partner_ids = res_partner.search(cr, uid, [
|
||||
('partner_weight', '>', 0),
|
||||
('country', '=', lead.country_id.id),
|
||||
], context=context)
|
||||
|
||||
# 6. sixth way: closest partner whatsoever, just to have at least one result
|
||||
if not part_ids:
|
||||
if not partner_ids:
|
||||
# warning: point() type takes (longitude, latitude) as parameters in this order!
|
||||
cr.execute("""SELECT id, distance
|
||||
FROM (select id, (point(partner_longitude, partner_latitude) <-> point(%s,%s)) AS distance FROM res_partner
|
||||
WHERE partner_longitude is not null
|
||||
AND partner_latitude is not null
|
||||
AND partner_weight > 0) AS d
|
||||
ORDER BY distance LIMIT 1""", (result[1],result[0]))
|
||||
ORDER BY distance LIMIT 1""", (longitude, latitude))
|
||||
res = cr.dictfetchone()
|
||||
if res:
|
||||
part_ids.append(res['id'])
|
||||
partner_ids.append(res['id'])
|
||||
|
||||
total = 0
|
||||
total_weight = 0
|
||||
toassign = []
|
||||
for part2 in self.pool.get('res.partner').browse(cr, uid, part_ids, context=context):
|
||||
total += part2.partner_weight
|
||||
toassign.append( (part2.id, total) )
|
||||
for partner in res_partner.browse(cr, uid, partner_ids, context=context):
|
||||
total_weight += partner.partner_weight
|
||||
toassign.append( (partner.id, total_weight) )
|
||||
|
||||
random.shuffle(toassign) # avoid always giving the leads to the first ones in db natural order!
|
||||
mypartner = random.randint(0,total)
|
||||
for t in toassign:
|
||||
if mypartner<=t[1]:
|
||||
vals = self.onchange_assign_id(cr,uid, ids, t[0], context=context)['value']
|
||||
vals.update({'partner_assigned_id': t[0], 'date_assign': time.strftime('%Y-%m-%d')})
|
||||
self.write(cr, uid, [part.id], vals, context=context)
|
||||
nearest_weight = random.randint(0, total_weight)
|
||||
for partner_id, weight in toassign:
|
||||
if nearest_weight <= weight:
|
||||
res_partner_ids[lead.id] = partner_id
|
||||
break
|
||||
ok = True
|
||||
return ok
|
||||
return res_partner_ids
|
||||
crm_lead()
|
||||
|
||||
|
||||
|
|
|
@ -0,0 +1,13 @@
|
|||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<openerp>
|
||||
<data>
|
||||
<record id="res_partner_grade_first" model="res.partner.grade">
|
||||
<field name="name">First</field>
|
||||
<field name="sequence">1</field>
|
||||
</record>
|
||||
<record id="base.res_partner_ericdubois0" model="res.partner">
|
||||
<field name="grade_id" ref="res_partner_grade_first"/>
|
||||
<field name="partner_weight">10</field>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
|
@ -0,0 +1,37 @@
|
|||
-
|
||||
In order to test find nearest Partner functionality and assign to opportunity ,
|
||||
-
|
||||
I Set Geo Lattitude and Longitude according to partner address.
|
||||
-
|
||||
!python {model: res.partner}: |
|
||||
self.geo_localize(cr, uid, [ref('base.res_partner_ericdubois0')], context)
|
||||
-
|
||||
I check Geo Latitude and Longitude of partner after set
|
||||
-
|
||||
!python {model: res.partner}: |
|
||||
partner = self.browse(cr, uid, ref('base.res_partner_ericdubois0'))
|
||||
assert partner.partner_latitude == 50.4530495 , "Latitude is wrong"
|
||||
assert partner.partner_longitude == 3.9693885 , "Longitude is wrong"
|
||||
-
|
||||
I assign nearest partner to opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.assign_partner(cr, uid, [ref('crm.crm_case_abcfuelcounits0')], context=context)
|
||||
-
|
||||
I check assigned partner of opportunity who is nearest Geo Latitude and Longitude of opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm.crm_case_abcfuelcounits0'))
|
||||
assert lead.partner_assigned_id.id == ref('base.res_partner_ericdubois0') , "Opportuniy is not assigned nearest partner"
|
||||
assert lead.partner_latitude == 50.8495239 , "Latitude is wrong"
|
||||
assert lead.partner_longitude == 4.3667002 , "Longitude is wrong"
|
||||
-
|
||||
I forward this opportunity to its nearest partner.
|
||||
-
|
||||
!python {model: crm.lead.forward.to.partner}: |
|
||||
context.update({'active_model': 'crm.lead', 'active_id': ref('crm.crm_case_abcfuelcounits0'), 'active_ids': [ref('crm.crm_case_abcfuelcounits0')]})
|
||||
forward_id = self.create(cr, uid, {'email_from': 'test@openerp.com', 'send_to': 'partner'}, context=context)
|
||||
try:
|
||||
self.action_forward(cr, uid, [forward_id], context=context)
|
||||
except:
|
||||
pass
|
|
@ -1,137 +0,0 @@
|
|||
-
|
||||
In order to test Forward Partner functionality, I create an opportunity and forward it to partner.
|
||||
-
|
||||
I assign an email address to Administrator.
|
||||
-
|
||||
!record {model: res.users, id: base.user_root}:
|
||||
user_email: admin@openerp.com
|
||||
-
|
||||
I create some partner grades.
|
||||
-
|
||||
I create a grade 'First'.
|
||||
-
|
||||
!record {model: res.partner.grade, id: res_partner_grade_first0}:
|
||||
name: First
|
||||
sequence: 1
|
||||
-
|
||||
I create another grade 'Second'.
|
||||
-
|
||||
!record {model: res.partner.grade, id: res_partner_grade_second0}:
|
||||
name: Second
|
||||
sequence: 2
|
||||
-
|
||||
I create one more grade 'Third'.
|
||||
-
|
||||
!record {model: res.partner.grade, id: res_partner_grade_third0}:
|
||||
name: Third
|
||||
sequence: 3
|
||||
-
|
||||
I assign grade 'First' to the partner 'Axelor'.
|
||||
-
|
||||
!record {model: res.partner, id: base.res_partner_desertic_hispafuentes}:
|
||||
grade_id: res_partner_grade_first0
|
||||
-
|
||||
I change the User email id or partner if needed.
|
||||
-
|
||||
!python {model: res.partner}: |
|
||||
self.geo_localize(cr, uid, [ref('base.res_partner_desertic_hispafuentes')], context)
|
||||
-
|
||||
I assgin a reply-to email address to Sales Team.
|
||||
-
|
||||
!record {model: crm.case.section, id: crm.section_sales_department}:
|
||||
reply_to: sales_openerp@openerp.com
|
||||
-
|
||||
I create an opportunity 'Questionnaire on OpenERP'.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_lead_questionnaireonopenerp0}:
|
||||
categ_id: crm.categ_oppor7
|
||||
section_id: crm.section_sales_department
|
||||
country_id: base.fr
|
||||
date_assign: '2011-02-07'
|
||||
day_close: 0.0
|
||||
day_open: 0.0
|
||||
email_from: info@axelor.com
|
||||
name: Questionnaire on OpenERP
|
||||
partner_address_id: base.res_partner_address_3000
|
||||
partner_assigned_id: base.res_partner_desertic_hispafuentes
|
||||
partner_id: base.res_partner_desertic_hispafuentes
|
||||
partner_latitude: 0.0
|
||||
partner_longitude: 0.0
|
||||
phone: +33 1 64 61 04 01
|
||||
planned_revenue: 0.0
|
||||
probability: 0.0
|
||||
type: opportunity
|
||||
-
|
||||
I change the assigned partner.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.onchange_assign_id(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'), context)
|
||||
self.assign_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context)
|
||||
-
|
||||
I change the User email id or partner if needed.
|
||||
-
|
||||
!python {model: crm.lead.forward.to.partner}: |
|
||||
context.update({'history': 'latest', })
|
||||
user = ref('base.user_root')
|
||||
self.on_change_email(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], user)
|
||||
self.on_change_partner(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], ref('base.res_partner_desertic_hispafuentes'))
|
||||
-
|
||||
I change in history define.
|
||||
-
|
||||
!python {model: crm.lead.forward.to.partner}: |
|
||||
context.update({'history': 'info', })
|
||||
self.on_change_history(cr, uid, [ref('crm_lead_questionnaireonopenerp0')], context.get('history'), context)
|
||||
-
|
||||
I check the case history.
|
||||
-
|
||||
!python {model: crm.lead.forward.to.partner}: |
|
||||
context.update({'history': 'latest', })
|
||||
self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
|
||||
|
||||
context.update({'history': 'info', })
|
||||
self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
|
||||
|
||||
context.update({'history': 'whole', })
|
||||
self._get_case_history(cr, uid, context.get('history'), ref('crm_lead_questionnaireonopenerp0'), context=context)
|
||||
-
|
||||
I get lead details.
|
||||
-
|
||||
!python {model: crm.lead.forward.to.partner}: |
|
||||
self.get_lead_details(cr, uid, ref('crm_lead_questionnaireonopenerp0'), context)
|
||||
-
|
||||
I click on Forward button.
|
||||
-
|
||||
!python {model: crm.lead.forward.to.partner}: |
|
||||
from tools import config
|
||||
vals = {
|
||||
'subject': 'email',
|
||||
'email_to': 'info@axelor.com',
|
||||
'email_from': 'Administrator <admin@openerp.com>',
|
||||
'reply_to': 'sales_openerp@openerp.com',
|
||||
'state': 'draft',
|
||||
'history': 'latest',
|
||||
}
|
||||
ids = self.create(cr, uid, vals, context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
|
||||
host = config.get('smtp_user', '127.0.0.1')
|
||||
assert config.get(host, True), 'SMTP not configured !'
|
||||
try:
|
||||
self.action_forward(cr, uid, [ids], context={'active_id': ref('crm_lead_questionnaireonopenerp0'), 'active_model': 'crm.lead'})
|
||||
except:
|
||||
pass
|
||||
-
|
||||
I create the opportunity.
|
||||
-
|
||||
!record {model: crm.lead, id: crm_opportunity2}:
|
||||
email_from: info@balmerinc.be
|
||||
name: 'FUEL CO 829264 - 10002 units'
|
||||
partner_address_id: base.res_partner_address_1
|
||||
partner_id: base.res_partner_9
|
||||
probability: 1.0
|
||||
stage_id: crm.stage_lead1
|
||||
categ_id: crm.categ_oppor2
|
||||
section_id: crm.section_sales_department
|
||||
- |
|
||||
I Update the data.
|
||||
-
|
||||
!python {model: crm.merge.opportunity}: |
|
||||
self._update_data([ref('crm_opportunity2')], ref('crm_lead_questionnaireonopenerp0'))
|
|
@ -20,6 +20,3 @@
|
|||
##############################################################################
|
||||
|
||||
import crm_forward_to_partner
|
||||
import crm_merge_opportunity
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
Some files were not shown because too many files have changed in this diff Show More
Loading…
Reference in New Issue