\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
'message_ids': fields.one2many('mailgate.message', 'res_id', 'Messages', domain=[('history', '=', True),('model','=',_name)], readonly=True),
'log_ids': fields.one2many('mailgate.message', 'res_id', 'Logs', domain=[('history', '=', False),('model','=',_name)], readonly=True),
+ '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"),
}
_defaults = {
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.lead'}"
icon="gtk-go-forward" type="action" />
- <button colspan="2" string="Forward to Partner"
+ <button colspan="2" string="Forward"
name="%(crm_lead_forward_to_partner_act)d"
icon="gtk-go-forward" type="action" />
</page>
-
</notebook>
</form>
</field>
</form>
</field>
</page>
+ <page string="Assignation" groups="base.group_extended">
+ <group name="partner_assign_group" col="5" colspan="4">
+ <separator string="Partner Assignation" colspan="5"/>
+ <field name="partner_assigned_id"/>
+ <field name="date_assign"/>
+ <group colspan="1" col="1">
+ <button string="Forward"
+ attrs="{'invisible':[('partner_assigned_id','=',False)]}"
+ name="%(crm_lead_forward_to_partner_act)d"
+ icon="gtk-go-forward" type="action"
+ context="{'default_name': 'partner', 'default_partner_id': partner_assigned_id}"
+ />
+ </group>
+ </group>
+ </page>
</notebook>
</form>
</field>
_inherit = 'res.partner'
_columns = {
'opportunity_ids': fields.one2many('crm.lead', 'partner_id',\
- 'Leads and Opportunities'),
+ 'Leads and Opportunities'),
'meeting_ids': fields.one2many('crm.meeting', 'partner_id',\
- 'Meetings'),
+ 'Meetings'),
'phonecall_ids': fields.one2many('crm.phonecall', 'partner_id',\
- 'Phonecalls'),
+ 'Phonecalls'),
+ 'opportunity_assigned_ids': fields.one2many('crm.lead', 'partner_assigned_id',\
+ 'Assigned Opportunities'),
}
res_partner()
icon="gtk-cancel" />
</tree>
</field>
+ <field name="opportunity_assigned_ids" colspan="4" nolabel="1">
+ <tree string="Assigned Opportunities" colors="blue:state=='pending';grey:state=='cancel')">
+ <field name="create_date"/>
+ <field name="name"/>
+ <field name="type"/>
+ <field name="stage_id"/>
+ <button name="stage_previous" string="Previous"
+ states="open,pending" type="object" icon="gtk-go-back" />
+ <button name="stage_next" string="Next"
+ states="open,pending" type="object"
+ icon="gtk-go-forward" />
+ <field name="section_id"
+ invisible="context.get('invisible_section', True)" />
+ <field name="user_id" />
+ <field name="state" />
+ <button name="case_open" string="Open"
+ states="draft,pending" type="object"
+ icon="gtk-go-forward" />
+ <button name="case_close" string="Close"
+ states="open,draft,pending" type="object"
+ icon="gtk-close" />
+ <button string="Convert to Opportunity"
+ name="convert_opportunity"
+ states="draft,open,pending" icon="gtk-index"
+ type="object" />
+ <button name="case_escalate" string="Escalate"
+ states="open,draft,pending" type="object"
+ icon="gtk-go-up" />
+ <button name="case_cancel" string="Cancel"
+ states="draft,open,pending" type="object"
+ icon="gtk-cancel" />
+ </tree>
+ </field>
<field name="meeting_ids" colspan="4" nolabel="1" >
<tree string="Meetings" colors="gray:state in ('draft', 'cancel','done','pending')">
<field name="user_id" string="Responsible"/>
import base64
import itertools
+import time
from osv import osv, fields
import tools
if result:
case_pool.history(cr, uid, [case], _('Forward'), history=True, email=this.email_to, subject=this.subject, details=body, email_from=email_from, attach=attach)
+ to_write = {'date_assign': time.strftime('%Y-%m-%d')}
+ if (this.name == 'partner' and this.partner_id):
+ to_write['partner_assigned_id'] = this.partner_id.id
+ case_pool.write(cr, uid, case.id, to_write)
else:
raise osv.except_osv(_('Error!'), _('Unable to send mail. Please check SMTP is configured properly.'))
'category': 'Generic Modules/Production',
'description': """
This is the module used by OpenERP SA to redirect customers to his partners,
-based on geolocalisation.
+based on geolocalization.
""",
'author': 'OpenERP SA',
'depends': ['crm'],
- 'update_xml': ['res_partner_view.xml'],
- 'demo_xml': [],
+ 'data': [
+ 'res_partner_view.xml',
+ 'crm_lead_view.xml',
+ ],
'installable': True,
'active': False,
'certificate': False,
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)
-
+
class res_partner(osv.osv):
_inherit = "res.partner"
_columns = {
'partner_latitude': fields.float('Geo Latitude'),
'partner_longitude': fields.float('Geo Longitude'),
- 'date_assign': fields.date('Assignation Date'),
+ 'date_localization': fields.date('Geo Localization Date'),
'partner_weight': fields.integer('Weight',
help="Gives the probability to assign a lead to this partner. (0 means no assignation.)"),
}
self.write(cr, uid, [partner.id], {
'partner_latitude': result[0],
'partner_longitude': result[1],
- 'date_assign': time.strftime('%Y-%m-%d')
+ 'date_localization': time.strftime('%Y-%m-%d')
}, context=context)
return True
res_partner()
_columns = {
'partner_latitude': fields.float('Geo Latitude'),
'partner_longitude': fields.float('Geo Longitude'),
- 'partner_assigned_id': fields.many2one('res.partner','Assigned Partner'),
- 'date_assign': fields.date('Assignation Date')
}
- def forward_to_partner(self, cr, uid, ids, context=None):
- fobj = self.pool.get('crm.lead.forward.to.partner')
- for lead in self.browse(cr, uid, ids, context=context):
- context = {'active_id': lead.id, 'active_ids': [lead.id], 'active_model': 'crm.lead'}
- if lead.partner_assigned_id:
- email = False
- if lead.partner_assigned_id.address:
- email = lead.partner_assigned_id.address[0].email
- if not email:
- raise osv.except_osv(_('Error !'), _('No email on the partner assigned to this opportunity'))
-
- values = fobj.default_get(cr, uid, ['name', 'email_from'], context=context)
- if not values.get('email_from'):
- raise osv.except_osv(_('Error !'), _('Please set an email address in your user preferences'))
- values.update({
- 'history': 'whole',
- 'email_to': email,
- 'message': fobj._get_case_history(cr, uid, 'whole', lead.id, context) or False,
- })
- forward = fobj.create(cr, uid, values, context)
- fobj.action_forward(cr, uid, [forward], context)
- else:
- raise osv.except_osv(_('Error !'), _('No partner assigned to this opportunity'))
- return True
def assign_partner(self, cr, uid, ids, context=None):
ok = False
<?xml version="1.0"?>
<openerp>
<data>
- <record id="view_crm_opportunity_geo_assign_form" model="ir.ui.view">
- <field name="name">crm.lead.geo_assign.inherit</field>
- <field name="model">crm.lead</field>
- <field name="type">form</field>
- <field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
- <field name="arch" type="xml">
- <xpath expr="//notebook[last()]" position="inside">
- <page string="Geo Assignation">
- <field name="partner_assigned_id"/>
- <newline/>
- <field name="partner_latitude"/>
- <field name="partner_longitude"/>
- <field name="date_assign"/>
- <label string="" colspan="1"/>
- <group colspan="1" col="2">
- <button string="Geo Assign" name="assign_partner" type="object" colspan="1"
- icon="gtk-apply"/>
- <button string="Forward"
- name="forward_to_partner" attrs="{'invisible':[('partner_assigned_id','=',False)]}"
- icon="gtk-apply"
- type="object"/>
- </group>
- </page>
- </xpath>
- </field>
- </record>
-
<record id="view_crm_partner_geo_form" model="ir.ui.view">
<field name="name">res.partner.geo.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<xpath expr="//notebook[last()]" position="inside">
- <page string="Geo Location">
+ <page string="Geo Localization">
<field name="partner_weight"/>
<label string="" colspan="1"/>
<button
<newline/>
<field name="partner_latitude"/>
<field name="partner_longitude"/>
- <field name="date_assign"/>
+ <field name="date_localization"/>
</page>
</xpath>
</field>
</record>
-
</data>
</openerp>
projects / odoo / odoo.git / commitdiff