[ADD]Yaltik CRM Action : ability to link an action with a lead for the partner or its parent + action counts and listings from partner views targetting actions for partner and its parent
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@ -18,7 +18,7 @@
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{
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'name': 'CRM Actions',
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'summary': 'Action management, instead of new activity, in CRM',
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'version': '10.0.1.2.5',
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'version': '10.0.1.3.0',
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'category': 'Sales',
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'author': 'Fabien BOURGEOIS - Yaltik',
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'license': 'AGPL-3',
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@ -6,8 +6,8 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 10.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2017-11-24 04:34+0000\n"
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"PO-Revision-Date: 2017-11-24 04:34+0000\n"
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"POT-Creation-Date: 2017-11-26 07:15+0000\n"
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"PO-Revision-Date: 2017-11-26 07:15+0000\n"
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"Last-Translator: <>\n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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@ -35,6 +35,7 @@ msgid "Action count"
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msgstr "Nombre d'actions"
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#. module: yaltik_crm_action
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#: code:addons/yaltik_crm_action/models/res_partner.py:62
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#: model:ir.actions.act_window,name:yaltik_crm_action.crm_action_action
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#: model:ir.actions.act_window,name:yaltik_crm_action.crm_action_simple_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_lead_action_ids
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@ -44,6 +45,7 @@ msgstr "Nombre d'actions"
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_form_view_leads_inherit_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_form_view_oppor_inherit_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_view_partners_form_inherit_yaltik_crm_action
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#, python-format
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msgid "Actions"
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msgstr "Actions"
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@ -198,7 +200,7 @@ msgid "Lead/Opportunity"
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msgstr "Piste/opportunité"
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#. module: yaltik_crm_action
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#: code:addons/yaltik_crm_action/models/crm_action.py:106
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#: code:addons/yaltik_crm_action/models/crm_action.py:100
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#, python-format
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msgid "Linked event"
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msgstr "Événement lié"
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@ -263,6 +265,11 @@ msgstr "Adresse du partenaire"
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msgid "Priority"
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msgstr "Priorité"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_parent_id
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msgid "Related Company"
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msgstr "Société liée"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_action_form
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msgid "Remove linked event"
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@ -6,8 +6,8 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 10.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2017-11-24 04:33+0000\n"
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"PO-Revision-Date: 2017-11-24 04:33+0000\n"
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"POT-Creation-Date: 2017-11-26 07:15+0000\n"
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"PO-Revision-Date: 2017-11-26 07:15+0000\n"
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"Last-Translator: <>\n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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@ -34,6 +34,7 @@ msgid "Action count"
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msgstr ""
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#. module: yaltik_crm_action
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#: code:addons/yaltik_crm_action/models/res_partner.py:62
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#: model:ir.actions.act_window,name:yaltik_crm_action.crm_action_action
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#: model:ir.actions.act_window,name:yaltik_crm_action.crm_action_simple_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_lead_action_ids
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@ -43,6 +44,7 @@ msgstr ""
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_form_view_leads_inherit_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_form_view_oppor_inherit_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_view_partners_form_inherit_yaltik_crm_action
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#, python-format
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msgid "Actions"
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msgstr ""
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@ -197,7 +199,7 @@ msgid "Lead/Opportunity"
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msgstr ""
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#. module: yaltik_crm_action
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#: code:addons/yaltik_crm_action/models/crm_action.py:106
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#: code:addons/yaltik_crm_action/models/crm_action.py:100
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#, python-format
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msgid "Linked event"
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msgstr ""
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@ -262,6 +264,11 @@ msgstr ""
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msgid "Priority"
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msgstr ""
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_parent_id
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msgid "Related Company"
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msgstr ""
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_action_form
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msgid "Remove linked event"
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@ -40,6 +40,7 @@ class CrmAction(models.Model):
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details = fields.Text()
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partner_id = fields.Many2one('res.partner', string='Customer', index=True)
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parent_id = fields.Many2one(related='partner_id.parent_id')
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date = fields.Datetime(required=True, default=fields.Date.context_today)
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user_id = fields.Many2one('res.users', string='User', required=True,
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default=lambda self: self.env.user)
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@ -50,13 +51,6 @@ class CrmAction(models.Model):
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default=lambda self: self.env['crm.action.type'].search([], limit=1))
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action_type_name = fields.Char(related='action_type_id.name')
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@api.onchange('lead_id')
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def onchange_lead(self):
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""" If lead change, adapts partner """
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for action in self:
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if action.lead_id and action.lead_id.partner_id:
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action.partner_id = action.lead_id.partner_id
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@api.onchange('partner_id')
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def onchange_partner(self):
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""" If partner changes, adapts lead to False """
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@ -18,7 +18,7 @@
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""" Partner adaptations """
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from odoo import models, fields, api
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from odoo import models, fields, api, _
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class ResPartner(models.Model):
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""" Partner adaptations """
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@ -30,6 +30,12 @@ class ResPartner(models.Model):
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def _compute_action_count(self):
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for partner in self:
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domain = [('partner_id', '=', partner.id)]
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if partner.parent_id or partner.child_ids:
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domain.insert(0, '|')
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if partner.parent_id:
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domain.append(('partner_id', '=', partner.parent_id.id))
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elif partner.child_ids:
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domain.append(('partner_id', 'in', partner.child_ids.ids))
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action_count = self.env['crm.action'].search_count(domain)
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if action_count:
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domain.append(('state', '=', 'draft'))
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@ -37,3 +43,24 @@ class ResPartner(models.Model):
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else:
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draft_count = 0
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partner.action_count = u'{} / {}'.format(draft_count, action_count)
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@api.model
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def partner_actions(self):
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""" Return action for active partner and its parent """
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active_id = self._context.get('active_id')
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partner = self.env['res.partner'].browse(active_id)
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domain = [('partner_id', '=', partner.id)]
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if partner.parent_id or partner.child_ids:
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domain.insert(0, '|')
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if partner.parent_id:
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domain.append(('partner_id', '=', partner.parent_id.id))
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elif partner.child_ids:
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domain.append(('partner_id', 'in', partner.child_ids.ids))
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return {'type': 'ir.actions.act_window',
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'name': _('Actions'),
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'view_mode': 'tree,form,calendar',
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'res_model': 'crm.action',
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'context': {'default_partner_id': partner.id},
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'domain': domain}
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@ -45,7 +45,9 @@ along with this program. If not, see <http://www.gnu.org/licenses/>.
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<field name="priority" widget="priority" />
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<field name="details" width="200" />
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<field name="partner_id" />
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<field name="lead_id" domain="[('partner_id', '=', partner_id)]"
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<field name="parent_id" invisible="1" />
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<field name="lead_id"
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domain="['|', ('partner_id', '=', partner_id), ('partner_id', '=', parent_id)]"
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help="Lead for this action, depends on partner" />
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<field name="user_id" />
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</group>
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@ -37,12 +37,12 @@ along with this program. If not, see <http://www.gnu.org/licenses/>.
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</record>
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<!-- Overwrite actity opening -->
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<record id="crm.crm_activity_report_action_tree"
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model="ir.actions.act_window">
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<delete id="crm.crm_activity_report_action_tree" model="ir.actions.act_window" />
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<record model="ir.actions.server" id="crm.crm_activity_report_action_tree">
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<field name="name">Actions</field>
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<field name="res_model">crm.action</field>
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<field name="view_mode">tree,form,calendar</field>
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<field name="context">{'search_default_partner_id': active_id}</field>
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<field name="model_id" ref="model_crm_action" />
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<field name="state">code</field>
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<field name="code">action = env['res.partner'].partner_actions()</field>
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</record>
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</data>
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