[ADD]crm_channel: portal view
bzr revid: dle@openerp.com-20130620151521-93m6q1eiqz97ovh5
This commit is contained in:
Denis Ledoux
parent
e42ea7126d
commit
bf71769054
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@ -20,6 +20,7 @@
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##############################################################################
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import crm_channel
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import crm_lead
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import wizard
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import report
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@ -37,7 +37,7 @@ The most appropriate partner can be assigned.
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You can also use the geolocalization without using the GPS coordinates.
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""",
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'author': 'OpenERP SA',
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'depends': ['crm', 'account'],
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'depends': ['crm', 'account', 'portal'],
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'demo': ['res_partner_demo.xml'],
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'data': [
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'security/ir.model.access.csv',
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@ -45,9 +45,12 @@ You can also use the geolocalization without using the GPS coordinates.
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'wizard/crm_forward_to_partner_view.xml',
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'crm_lead_view.xml',
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'crm_channel_data.xml',
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'crm_data.xml',
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'crm_portal_view.xml',
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'portal_data.xml',
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'report/crm_lead_report_view.xml',
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'report/crm_partner_report_view.xml',
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'data/lead_mail_template_data.xml'
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'data/lead_mail_template_data.xml',
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],
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'test': ['test/partner_assign.yml'],
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'installable': True,
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@ -0,0 +1,19 @@
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<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<!-- Crm stages -->
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<record model="crm.case.stage" id="stage_portal_lead_recycle">
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<field name="name">To Recycle</field>
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<field eval="1" name="case_default"/>
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<field eval="0" name="probability"/>
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<field eval="6" name="sequence"/>
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</record>
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<record model="crm.case.stage" id="stage_portal_lead_interested">
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<field name="name">Interested</field>
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<field eval="1" name="case_default"/>
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<field eval="10" name="probability"/>
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<field eval="5" name="sequence"/>
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</record>
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</data>
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</openerp>
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@ -0,0 +1,51 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from openerp.osv import osv
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from openerp import SUPERUSER_ID
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from openerp.tools.translate import _
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class crm_lead(osv.osv):
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_inherit = 'crm.lead'
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def case_interested(self, cr, uid, ids, context=None):
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self.check_access_rights(cr, uid, 'write')
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try:
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stage_id = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'crm_channel', 'stage_portal_lead_interested')[1]
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except ValueError:
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stage_id = False
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if stage_id:
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self.write(cr, SUPERUSER_ID, ids, {'stage_id': stage_id})
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self.message_post(cr, uid, ids, body=_('I am interested by this lead'), context=context)
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def case_disinterested(self, cr, uid, ids, context=None):
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self.check_access_rights(cr, uid, 'write')
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try:
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stage_id = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'crm_channel', 'stage_portal_lead_recycle')[1]
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except ValueError:
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stage_id = False
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values = {}
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# values = {'partner_assigned_id': False}
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if stage_id:
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values['stage_id'] = stage_id
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self.write(cr, SUPERUSER_ID, ids, values, context=context)
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self.message_post(cr, uid, ids, body=_('I am not interested by this lead'), context=context)
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@ -0,0 +1,224 @@
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<openerp>
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<data>
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<!-- lead views-->
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<record model="ir.ui.view" id="crm_lead_portal_tree">
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<field name="name">partner lead</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="32"/>
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<field name="arch" type="xml">
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<tree string="Leads" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:stage_id[1]=='Disinterested';black:stage_id[1]=='Interested'">
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<field name="date_deadline" invisible="1"/>
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<field name="create_date"/>
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<field name="name" string="Subject"/>
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<field name="contact_name"/>
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<field name="country_id" invisible="context.get('invisible_country', True)" />
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<field name="email_from"/>
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<field name="phone"/>
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<field name="stage_id" invisible="1"/>
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<field name="type_id" invisible="1"/>
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<field name="referred" invisible="1"/>
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<field name="channel_id" invisible="1"/>
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<field name="state" invisible="1"/>
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<field name="section_id" invisible="context.get('invisible_section', True)" />
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<button string="I'm interested" name="case_interested" icon="gtk-index" type="object"/>
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<button string="I'm not interested" name="case_disinterested" icon="gtk-close" type="object"/>
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</tree>
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</field>
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</record>
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<record model= "ir.ui.view" id="crm_lead_portal_form">
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<field name="name">crm_portal_form</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="32"/>
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<field name="arch" type="xml">
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<form string="Leads" version="7.0">
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<header>
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<button string="I'm interested" name="case_interested" icon="gtk-index" type="object"/>
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<button string="I'm not interested" name="case_disinterested" icon="gtk-close" type="object"/>
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</header>
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<sheet>
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<group>
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<field name="priority" readonly="1"/>
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<field name="type" invisible="1" readonly="1"/>
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<field name="partner_name" string="Partner Name" readonly="1"/>
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<field name="stage_id" string="Interest Status"/>
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</group>
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<notebook>
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<page string='Lead'>
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<group col="2">
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<separator string="Contact" colspan="2"/>
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<group col="2">
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<field name="contact_name" readonly="1"/>
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<field domain="[('domain', '=', 'contact')]" name="title" widget="selection" readonly="1"/>
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<field name="function" readonly="1"/>
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<field name="street" readonly="1"/>
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<field name="street2" readonly="1"/>
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</group>
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<group col="2">
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<field name="zip" readonly="1"/>
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<field name="city" readonly="1"/>
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<field name="country_id" readonly="1"/>
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<field name="state_id" readonly="1"/>
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</group>
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</group>
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<group col="2">
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<group col="2">
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<separator string="Communication" colspan="2"/>
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<field name="email_from" readonly="1"/>
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<field name="phone" readonly="1"/>
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<field name="fax" readonly="1"/>
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<field name="mobile" readonly="1"/>
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</group>
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</group>
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<separator string="Details" />
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<field name="description" nolabel="1" />
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</page>
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</notebook>
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</sheet>
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</form>
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</field>
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</record>
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<!-- opportunity views-->
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<record model="ir.ui.view" id="crm_opportunity_portal_tree">
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<field name="name">partner lead</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="32"/>
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<field name="arch" type="xml">
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<tree string="Leads" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
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<field name="date_deadline" invisible="1"/>
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<field name="create_date" groups="base.group_no_one"/>
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<field name="name" string="Opportunity"/>
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<field name="partner_id" string="Customer"/>
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<field name="country_id" invisible="context.get('invisible_country', True)" />
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<field name="date_action"/>
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<field name="title_action" />
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<field name="channel_id" invisible="1"/>
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<field name="type_id" invisible="1"/>
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<field name="planned_revenue" sum="Expected Revenues"/>
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<field name="probability" widget="progressbar" avg="Avg. of Probability"/>
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<field name="section_id" invisible="context.get('invisible_section', True)" />
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<field name="priority" invisible="1"/>
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<field name="state" invisible="1"/>
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</tree>
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</field>
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</record>
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<record model= "ir.ui.view" id="crm_opportunity_portal_form">
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<field name="name">crm_portal_form</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="32"/>
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<field name="arch" type="xml">
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<form string="Leads" version="7.0">
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<sheet>
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<group>
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<field name="name" required="1" string="Opportunity"/>
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<field name="planned_revenue" readonly="1"/>
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<field name="probability" readonly="1"/>
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<field name="date_deadline"/>
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<newline/>
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<field name="date_action" readonly="1"/>
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<field name="title_action" readonly="1"/>
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<field name="priority" string="Priority" readonly="1"/>
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<newline/>
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<field name="type" invisible="1" readonly="1"/>
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</group>
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<notebook colspan="4">
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<page string="Opportunity">
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<group col="2">
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<separator string="Contact" colspan="2"/>
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<group col="2">
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<field name="partner_id" select="1"
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on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
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colspan="2" readonly="1"/>
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<field name="partner_name" string="Customer Name" readonly="1"/>
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<field domain="[('domain', '=', 'contact')]" name="title" widget="selection" readonly="1"/>
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<field name="function" readonly="1"/>
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<field name="street" readonly="1"/>
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<field name="street2" readonly="1"/>
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</group>
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<group col="2">
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<field name="zip" readonly="1"/>
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<field name="city" readonly="1"/>
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<field name="country_id" readonly="1"/>
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<field name="state_id" readonly="1"/>
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<field name="phone" readonly="1"/>
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</group>
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</group>
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<group col="2">
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<group col="2">
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<separator string="Communication" colspan="2"/>
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<field name="email_from" readonly="1"/>
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<field name="phone" readonly="1"/>
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<field name="fax" readonly="1"/>
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<field name="mobile" readonly="1"/>
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</group>
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<group col="2">
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<separator string="Categorization" colspan="2"/>
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<field name="type_id" widget="selection" readonly="1"/>
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<field name="channel_id" widget="selection" readonly="1"/>
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</group>
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</group>
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<separator string="Details" />
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<field name="description" nolabel="1" colspan="4"/>
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</page>
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</notebook>
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</sheet>
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</form>
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</field>
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</record>
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<!-- leads -->
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<record id="action_portal_leads" model="ir.actions.act_window">
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<field name="name">Leads</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="crm_lead_portal_tree"/>
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<field name="domain">[('type','like','lead')]</field>
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</record>
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<record id="action_portal_lead_tree" model="ir.actions.act_window.view">
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<field name="sequence" eval="0"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_lead_portal_tree"/>
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<field name="act_window_id" ref="action_portal_leads"/>
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</record>
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<record id="action_portal_lead_form" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_lead_portal_form"/>
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<field name="act_window_id" ref="action_portal_leads"/>
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</record>
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<!-- opportunities -->
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<record id="action_portal_opportunities" model="ir.actions.act_window">
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<field name="name">Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="crm_opportunity_portal_tree"/>
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<field name="domain">[('type','like','opportunity')]</field>
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</record>
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<record id="action_portal_opportunities_tree" model="ir.actions.act_window.view">
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<field name="sequence" eval="0"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_opportunity_portal_tree"/>
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<field name="act_window_id" ref="action_portal_opportunities"/>
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</record>
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<record id="action_portal_opportunities_form" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_opportunity_portal_form"/>
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<field name="act_window_id" ref="action_portal_opportunities"/>
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</record>
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<!--menus-->
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<menuitem name="Leads & Opportunities" id="portal_leads" parent="portal.portal_menu" sequence="25"/>
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<menuitem action="action_portal_leads" sequence="0" id="openerp_portal_menu_sales_leads_current" parent="portal_leads"/>
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<menuitem action="action_portal_opportunities" sequence="1" id="openerp_portal_menu_sales_leads_current1" parent="portal_leads"/>
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</data>
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</openerp>
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@ -0,0 +1,57 @@
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- menu Administration/Portals/Partners Portal -->
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<record model="ir.actions.client" id="openerp_contact_us">
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<field name="name">Portal Contact Us</field>
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<field name="tag">contact_us_page</field>
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<field name="params_store">{}</field>
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</record>
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<!-- Partner and address -->
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<record id="res_partner_access" model="ir.model.access">
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<field name="name">openerp.portal.res.partner</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="group_id" ref="portal.group_portal"/>
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<field name="perm_read" eval="1"/>
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<field name="perm_create" eval="0"/>
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<field name="perm_write" eval="0"/>
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<field name="perm_unlink" eval="0"/>
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</record>
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<record id="res_partner_rule" model="ir.rule">
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<field name="name">openerp.portal.res.partner</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="groups" eval="[(6,0,[ref('portal.group_portal')])]"/>
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<field name="domain_force">[('id','child_of',user.commercial_partner_id.id)]</field>
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</record>
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<record id="res_partner_grade_access" model="ir.model.access">
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<field name="name">openerp.portal.res.partner.grade</field>
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<field name="model_id" ref="crm_channel.model_res_partner_grade"/>
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<field name="group_id" ref="portal.group_portal"/>
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<field name="perm_read" eval="1"/>
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<field name="perm_create" eval="0"/>
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<field name="perm_write" eval="0"/>
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<field name="perm_unlink" eval="0"/>
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</record>
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<!-- CRM Lead portal -->
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<record id="assigned_lead_portal_rule_1" model="ir.rule">
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<field name="name">openerp.portal.crm.lead</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="groups" eval="[(6,0,[ref('portal.group_portal')])]"/>
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<field name="domain_force">[('partner_assigned_id','child_of',user.commercial_partner_id.id)]</field>
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</record>
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<record id="lead_portal_access" model="ir.model.access">
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<field name="name">openerp.portal.crm.lead</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="group_id" ref="portal.group_portal"/>
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<field name="perm_read" eval="1"/>
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<field name="perm_create" eval="0"/>
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<field name="perm_write" eval="1"/>
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<field name="perm_unlink" eval="0"/>
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</record>
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</data>
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</openerp>
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@ -5,3 +5,4 @@ access_crm_partner_report,crm.partner.report.assign.all,model_crm_partner_report
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access_res_partner_grade,res.partner.grade,model_res_partner_grade,base.group_sale_salesman,1,1,1,0
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access_res_partner_grade_manager,res.partner.grade.manager,model_res_partner_grade,base.group_sale_manager,1,1,1,1
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"access_partner_activation_manager","res.partner.activation.manager","model_res_partner_activation","base.group_partner_manager",1,1,1,1
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partner_access_crm_lead,crm.lead,model_crm_lead,portal.group_portal,1,1,0,0
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