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Message #06066
lp:~openerp-dev/openobject-addons/trunk-trunk-crm-imp-final-backlog_correction4-uco into lp:~openerp-dev/openobject-addons/trunk-trunk-crm-imp-final
Ujjvala Collins (OpenERP) has proposed merging lp:~openerp-dev/openobject-addons/trunk-trunk-crm-imp-final-backlog_correction4-uco into lp:~openerp-dev/openobject-addons/trunk-trunk-crm-imp-final.
Requested reviews:
OpenERP R&D Addons Team 1 (openerp-dev-addons1)
For more details, see:
https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-trunk-crm-imp-final-backlog_correction4-uco/+merge/59318
Backlog 4 : Correction after sprint review
In phone call menu
Rename "log a call" => "Logged call"
Rename "Schedule a call" => "Scheduled call"
In partner : right link "Schedule Phone call" rename in "Schedule a call"
In phone call form : Date field is not required anymore
In the wizard schedule/log a call
Date planned should be fill with the current date
When action "Log a call" is selected, planned date become invisible
--
https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-trunk-crm-imp-final-backlog_correction4-uco/+merge/59318
Your team OpenERP R&D Team is subscribed to branch lp:~openerp-dev/openobject-addons/trunk-trunk-crm-imp-final.
=== modified file 'crm/crm_phonecall_menu.xml'
--- crm/crm_phonecall_menu.xml 2011-04-15 07:05:06 +0000
+++ crm/crm_phonecall_menu.xml 2011-04-28 05:42:24 +0000
@@ -4,7 +4,7 @@
<act_window
id="crm_case_categ_phone_create_partner"
- name="Schedule Phone Call"
+ name="Schedule a Call"
res_model="crm.phonecall"
src_model="res.partner"
view_mode="calendar,tree,form"
@@ -61,7 +61,7 @@
parent="base.menu_base_partner" sequence="4" />
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming0">
- <field name="name">Log a call</field>
+ <field name="name">Logged Calls</field>
<field name="res_model">crm.phonecall</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
@@ -94,12 +94,12 @@
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
</record>
- <menuitem name="Log a call" id="menu_crm_case_phone_inbound"
+ <menuitem name="Logged Calls" id="menu_crm_case_phone_inbound"
parent="crm.menu_crm_case_phone"
action="crm_case_categ_phone_incoming0" />
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
- <field name="name">Schedule a call</field>
+ <field name="name">Scheduled Calls</field>
<field name="res_model">crm.phonecall</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
@@ -107,7 +107,7 @@
<field name="domain">[('state','!=','done')]</field>
<field name="context" eval="'{\'search_default_section_id\':section_id, \'default_state\':\'open\', \'search_default_current\':1,\'search_default_today\':1}'"/>
<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
- <field name="help">Schedule a call lists all the calls to be done by your sales team. A salesman can record the information about the call in the form view. This information will be stored in the partner form to trace every contact you have with a customer. You can also import a .CSV file with a list of calls to be done by your sales team.</field>
+ <field name="help">Scheduled calls list all the calls to be done by your sales team. A salesman can record the information about the call in the form view. This information will be stored in the partner form to trace every contact you have with a customer. You can also import a .CSV file with a list of calls to be done by your sales team.</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">
@@ -131,7 +131,7 @@
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
- <menuitem name="Schedule a call" id="menu_crm_case_phone_outbound"
+ <menuitem name="Scheduled Calls" id="menu_crm_case_phone_outbound"
parent="crm.menu_crm_case_phone"
action="crm_case_categ_phone_outgoing0" />
=== modified file 'crm/crm_phonecall_view.xml'
--- crm/crm_phonecall_view.xml 2011-04-19 11:45:47 +0000
+++ crm/crm_phonecall_view.xml 2011-04-28 05:42:24 +0000
@@ -64,7 +64,7 @@
<field name="duration" widget="float_time"/>
<button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
- <field name="date" required="1"/>
+ <field name="date"/>
<field name="user_id"/>
<field name="section_id" colspan="1" widget="selection" />
<button string="Convert to Opportunity"
=== modified file 'crm/wizard/crm_opportunity_to_phonecall.py'
--- crm/wizard/crm_opportunity_to_phonecall.py 2011-04-19 05:37:23 +0000
+++ crm/wizard/crm_opportunity_to_phonecall.py 2011-04-28 05:42:24 +0000
@@ -22,6 +22,8 @@
from osv import osv, fields
from tools.translate import _
+import time
+
class crm_opportunity2phonecall(osv.osv_memory):
"""Converts Opportunity to Phonecall"""
@@ -31,7 +33,7 @@
_columns = {
'name' : fields.char('Call summary', size=64, required=True, select=1),
'user_id' : fields.many2one('res.users', "Assign To"),
- 'date': fields.datetime('Date' , required=True),
+ '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),\
@@ -59,7 +61,7 @@
record_ids = context and context.get('active_ids', []) or []
res = super(crm_opportunity2phonecall, self).default_get(cr, uid, fields, context=context)
- res.update({'action': 'schedule'})
+ 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})
=== modified file 'crm/wizard/crm_opportunity_to_phonecall_view.xml'
--- crm/wizard/crm_opportunity_to_phonecall_view.xml 2011-04-20 09:17:39 +0000
+++ crm/wizard/crm_opportunity_to_phonecall_view.xml 2011-04-28 05:42:24 +0000
@@ -14,7 +14,7 @@
<field name="action"/>
<separator string="Call Details" colspan="4"/>
<field name="name"/>
- <field name="date" string="Planned Date"/>
+ <field name="date" string="Planned Date" attrs="{'invisible': [('action','=','log')]}"/>
<newline/>
<field name="user_id" />
<field name="section_id" widget="selection" />
=== modified file 'crm/wizard/crm_phonecall_to_phonecall.py'
--- crm/wizard/crm_phonecall_to_phonecall.py 2011-04-19 10:00:53 +0000
+++ crm/wizard/crm_phonecall_to_phonecall.py 2011-04-28 05:42:24 +0000
@@ -22,6 +22,8 @@
from osv import osv, fields
from tools.translate import _
+import time
+
class crm_phonecall2phonecall(osv.osv_memory):
""" Converts Phonecall to Phonecall"""
@@ -109,7 +111,7 @@
'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', required=True),
+ '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),
}
@@ -127,7 +129,7 @@
"""
res = super(crm_phonecall2phonecall, self).default_get(cr, uid, fields, context=context)
record_id = context and context.get('active_id', False) or False
- res.update({'action': 'schedule'})
+ res.update({'action': 'schedule', 'date': time.strftime('%Y-%m-%d %H:%M:%S')})
if record_id:
phonecall = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
=== modified file 'crm/wizard/crm_phonecall_to_phonecall_view.xml'
--- crm/wizard/crm_phonecall_to_phonecall_view.xml 2011-04-20 09:17:39 +0000
+++ crm/wizard/crm_phonecall_to_phonecall_view.xml 2011-04-28 05:42:24 +0000
@@ -14,7 +14,7 @@
<field name="action"/>
<separator string="Call Details" colspan="4"/>
<field name="name"/>
- <field name="date" string="Planned Date"/>
+ <field name="date" string="Planned Date" attrs="{'invisible': [('action','=','log')]}"/>
<field name="user_id" />
<field name="section_id"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.phonecall')]"/>
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