[IMP]: crm(Phonecall): Added Duration in demo data
authorrpa (Open ERP) <rpa@tinyerp.com>
Thu, 24 Jun 2010 12:49:53 +0000 (18:19 +0530)
committerrpa (Open ERP) <rpa@tinyerp.com>
Thu, 24 Jun 2010 12:49:53 +0000 (18:19 +0530)
* Added shortcut at right panel to jump to related Meetings
* Made summary and date as required
* Reorder buttons
* Improved phonecall to opportunity for partner_address_id and email_from fields in opportunity

bzr revid: rpa@tinyerp.com-20100624124953-93whokx8a8ibw0l8

addons/crm/crm_phonecall_demo.xml
addons/crm/crm_phonecall_menu.xml
addons/crm/crm_phonecall_view.xml
addons/crm/wizard/crm_phonecall_to_opportunity.py
addons/crm/wizard/crm_phonecall_to_phonecall.py

index 571848c..824c404 100644 (file)
@@ -18,6 +18,7 @@
                        <field name="categ_id" ref="crm.categ_phone1"/>
                        <field name="stage_id" ref="crm.stage_phone1"/>
                        <field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
+                       <field eval="2.3" name="duration"/>
                </record>
                <record id="crm_case_phone02" model="crm.phonecall">
                        <field name="partner_address_id" ref="base.res_partner_address_6"/>
@@ -33,6 +34,7 @@
                        <field name="categ_id" ref="crm.categ_phone1"/>
                        <field name="stage_id" ref="crm.stage_phone2"/>
                        <field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
+                       <field eval="1.5" name="duration"/>
                </record>
                <record id="crm_case_phone03" model="crm.phonecall">
                        <field name="partner_address_id" ref="base.res_partner_address_2"/>
@@ -49,6 +51,7 @@
                        <field name="stage_id" ref="crm.stage_phone3"/>
                        <field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
                        <field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
+                       <field eval="5.0" name="duration"/>
                </record>
                <record id="crm_case_phone04" model="crm.phonecall">
                        <field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
@@ -63,6 +66,7 @@
                        <field name="categ_id" ref="crm.categ_phone2"/>
                        <field name="stage_id" ref="crm.stage_phone1"/>
                        <field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
+                       <field eval="3.45" name="duration"/>
                </record>
                <record id="crm_case_phone05" model="crm.phonecall">
                        <field name="partner_address_id" ref="base.res_partner_address_10"/>
@@ -78,6 +82,7 @@
                        <field name="categ_id" ref="crm.categ_phone2"/>
                        <field name="stage_id" ref="crm.stage_phone2"/>
                        <field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
+                       <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"/>
@@ -94,6 +99,7 @@
                        <field name="stage_id" ref="crm.stage_phone3"/>
                        <field eval="&quot;(373) 907-1009&quot;" name="partner_phone"/>
                        <field eval="&quot;info@opensides.be&quot;" name="email_from"/>
+                       <field eval="8.56" name="duration"/>
                </record>       
        </data>
 </openerp>
index 74bba86..f136345 100644 (file)
         domain="[('partner_id', '=', active_id)]"
         groups="base.group_extended"
         />
+    
+    <act_window
+            id="act_crm_phonecall_crm_meeting_new"
+            name="Meetings"
+            res_model="crm.meeting"
+            src_model="crm.phonecall"
+            view_mode="tree,form,calendar,"
+            context="{'default_duration': 4.0, 'default_phonecall_id': active_id}"
+            domain="[('phonecall_id', '=', active_id)]"
+            view_type="form"/>
 
 <!-- PHONE CALLS (menu)  -->
 
index 59b8013..790debb 100644 (file)
                 <separator colspan="4" />
                 <group col="8" colspan="4">
                     <field name="state" select="1" />
-                    <button name="case_cancel" string="Cancel"
-                        states="draft,open,pending" type="object"
-                        icon="gtk-cancel" />
                     <button name="case_open" string="Open"
                         states="draft,pending" type="object"
                         icon="gtk-go-forward" />
                     <button name="case_reset" string="Reset to Draft"
                         states="done,cancel" type="object"
                         icon="gtk-convert" />
+                    <button name="case_cancel" string="Cancel"
+                        states="draft,open,pending" type="object"
+                        icon="gtk-cancel" />
                 </group>
             </form>
         </field>
         <field name="arch" type="xml">
             <form string="Phone Call">
                 <group colspan="4" col="7">
-                    <field name="name" string="Summary"/>
-                    <field name="date" string="Planned Date"/>
+                    <field name="name" string="Summary" required="1"/>
+                    <field name="date" string="Planned Date" required="1"/>
                     <field name="user_id"/>
                     <button string="Schedule a Meeting"
                         name="action_make_meeting"
                     <field name="partner_address_id" string="Contact"
                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
                     <newline/>
-                    <field name="partner_phone" />
-                    <newline/>
                     <field name="partner_mobile" />
                 </group>
                 <group col="2" colspan="2">
                 <field name="partner_phone"/>
                 <field name="user_id"/>
                 <field name="state" invisible="1"/>
+                <field name="create_date" invisible="1"/>
                 <button string="Opportunity"
                     name="%(phonecall2opportunity_act)d"
                     states="draft,open,pending"
index 453a409..f24d537 100644 (file)
@@ -85,11 +85,19 @@ Call Could not convert into Opportunity"))
                 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:
+                        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,
index 9b9464e..d22e703 100644 (file)
@@ -94,6 +94,7 @@ class crm_phonecall2phonecall(osv.osv_memory):
                 'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
                 'type': 'ir.actions.act_window',
                 'res_id': phonecall_id, 
+                'domain': [('id', 'in', [int(phonecall_id)])], 
                 'search_view_id': res['res_id']
                 }
         return res