[ADD][WIP]Yaltik CRM Action, inspired from OCA CRM Action and work for Yaltik customers
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18
yaltik_crm_action/__init__.py
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yaltik_crm_action/__init__.py
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# -*- coding: utf-8 -*-
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# Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
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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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from . import models
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36
yaltik_crm_action/__manifest__.py
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yaltik_crm_action/__manifest__.py
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# -*- coding: utf-8 -*-
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# Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
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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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'name': 'CRM Actions',
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'summary': 'Action management, instead of new activity, in CRM',
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'version': '10.0.1.0.0',
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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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'installable': True,
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'application': True,
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'depends': ['crm', 'calendar'],
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'data': ['views/crm_action_views.xml',
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'views/crm_lead_views.xml',
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'views/res_partner_views.xml',
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'views/calendar_views.xml',
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'security/ir.model.access.csv',
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'security/ir_rule_data.xml',
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'security/res_groups_data.xml',
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'security/ir.model.access.csv'],
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}
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536
yaltik_crm_action/fr.po
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yaltik_crm_action/fr.po
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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * yaltik_crm_action
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#
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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: 2017-06-23 17:16+0000\n"
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"PO-Revision-Date: 2017-06-23 17:16+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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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Language: fr\n"
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"Plural-Forms: nplurals=2; plural=(n > 1);\n"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "Action Type"
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msgstr "Type d'action"
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#. module: yaltik_crm_action
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#: model:ir.actions.act_window,name:yaltik_crm_action.action_crm_action_type_view
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#: model:ir.ui.menu,name:yaltik_crm_action.menu_crm_action_type_act
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msgid "Action Types"
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msgstr "Types d'action"
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#. module: yaltik_crm_action
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#: model:ir.actions.act_window,name:yaltik_crm_action.action_crm_action_view
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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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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_action_button_form_view
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_form_view_oppor
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_action_form
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_calendar
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msgid "Actions"
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msgstr "Actions"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_lead_actions_count
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msgid "Actions count"
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msgstr "Nombre d'actions"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "Actions done by me"
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msgstr "Actions faites par moi"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_type_active
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msgid "Active"
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msgstr "Actif"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_action_form
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_action_tree
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msgid "Back to Todo"
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msgstr "Retour vers \"à faire\""
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#. module: yaltik_crm_action
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#: model:ir.model,name:yaltik_crm_action.model_crm_action
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msgid "CRM Action"
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msgstr "CRM Action"
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#. module: yaltik_crm_action
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#: model:ir.model,name:yaltik_crm_action.model_crm_action_type
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msgid "CRM Action Type"
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msgstr "CRM Type d'action"
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#. module: yaltik_crm_action
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#: selection:crm.action,state:0
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msgid "Canceled"
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msgstr "Annulé"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_company_id
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msgid "Company"
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msgstr "Société"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_create_uid
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_type_create_uid
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msgid "Created by"
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msgstr "Créé par"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_create_date
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_type_create_date
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msgid "Created on"
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msgstr "Créé le"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_partner_id
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msgid "Customer"
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msgstr "Client"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_date
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msgid "Date"
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msgstr "Date "
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_details
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msgid "Details"
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msgstr "Détails"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_display_name
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_type_display_name
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msgid "Display Name"
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msgstr "Nom affiché"
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#. module: yaltik_crm_action
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#: selection:crm.action,state:0
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "Done"
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msgstr "Terminé"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "Group By"
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msgstr "Grouper par"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_id
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_type_id
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msgid "ID"
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msgstr "ID"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action___last_update
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_type___last_update
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msgid "Last Modified on"
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msgstr "Dernière Modification le"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_type_write_uid
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_write_uid
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msgid "Last Updated by"
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msgstr "Dernière mise à jour par"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_type_write_date
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_write_date
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msgid "Last Updated on"
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msgstr "Dernière mise à jour le"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_lead_id
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msgid "Lead"
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msgstr "Piste/Opportunité"
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#. module: yaltik_crm_action
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#: model:ir.model,name:yaltik_crm_action.model_crm_lead
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msgid "Lead/Opportunity"
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msgstr "Piste/opportunité"
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#. module: yaltik_crm_action
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#: model:ir.model,name:yaltik_crm_action.model_crm_lead
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msgid "Lead adaptations for marketresearch"
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msgstr "Lead adaptations for marketresearch"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_opp_search
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msgid "Lost"
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msgstr "Perdu"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_action_form
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_action_tree
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msgid "Mark as Done"
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msgstr "Marquer comme terminé"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_action_button_form_view
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_form_view_oppor
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msgid "Mark next action as done"
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msgstr "Marquer la prochaine action comme terminée"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "My Actions"
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msgstr "Mes Actions"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_type_name
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msgid "Name"
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msgstr "Nom"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_lead_next_action_id
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msgid "Next Action"
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msgstr "Action suivante"
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#. module: yaltik_crm_action
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#: model:ir.model,name:yaltik_crm_action.model_res_partner
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "Partner"
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msgstr "Compte"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_type_priority
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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.ui.view,arch_db:yaltik_crm_action.view_crm_action_type_filter
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msgid "Search Action Types"
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msgstr "Chercher des types d'action"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "Search Actions"
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msgstr "Chercher des actions"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_state
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msgid "Status"
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msgstr "Statut"
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#. module: yaltik_crm_action
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#: selection:crm.action,state:0
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "Todo"
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msgstr "À faire"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "Todo Today"
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msgstr "À faire aujourd'hui"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_action_type_id
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msgid "Type"
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msgstr "Type"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_user_id
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "User"
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msgstr "Utilisateur"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.view_crm_action_filter
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msgid "Week"
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msgstr "Semaine"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_opp_search
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msgid "Won"
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msgstr "Gagné"
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#. module: crm
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#: model:ir.actions.act_window,name:crm.crm_lead_action_activities
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#: model:ir.ui.menu,name:crm.crm_lead_menu_activities
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msgid "Next Activities"
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msgstr "Actions"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_yaltik_crm_action_cancel_reason_action_id
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msgid "Action"
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msgstr "Action"
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#. module: yaltik_crm_action
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#: model:ir.ui.menu,name:yaltik_crm_action.action_config_menu
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#: model:ir.ui.view,arch_db:yaltik_crm_action.new_action_form
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msgid "Actions"
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msgstr "Actions"
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#. module: yaltik_crm_action
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#: model:ir.model,name:yaltik_crm_action.model_yaltik_crm_action_cancel_reason
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msgid "Ask a reason for action cancelling"
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msgstr "Demande une raison pour l'annulation de l'action"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.new_action_form
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#: model:ir.ui.view,arch_db:yaltik_crm_action.new_action_tree
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msgid "Back to Todo"
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msgstr "Retour vers \"à faire\""
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#. module: yaltik_crm_action
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#: model:ir.model,name:yaltik_crm_action.model_crm_action
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msgid "CRM Action"
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msgstr "CRM Action"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_event_id
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msgid "Calendar event"
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msgstr "Événement du calendrier"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.cancel_reason_wizard_form
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#: model:ir.ui.view,arch_db:yaltik_crm_action.new_action_form
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msgid "Cancel"
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msgstr "Annuler"
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#. module: yaltik_crm_action
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#: code:addons/yaltik_crm_action/models/crm_action.py:44
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#, python-format
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msgid "Cancel action"
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msgstr "Annuler l'action"
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#. module: yaltik_crm_action
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#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_cancel_reason
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msgid "Cancel reason"
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msgstr "Motif d'annulation"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.cancel_reason_wizard_form
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msgid "Cancel reason for action"
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msgstr "Raison pour l'annulation de l'action"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.cancel_reason_wizard_form
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msgid "Confirm"
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msgstr "Confirmer"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.new_action_form
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msgid "Create linked event"
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msgstr "Inclure au calendrier"
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#. module: yaltik_crm_action
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_form_view_leads_next_actions
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#: model:ir.ui.view,arch_db:yaltik_crm_action.crm_case_form_view_oppor_next_action
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msgid "Create next action"
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msgstr "Créer la prochaine action"
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#. module: yaltik_crm_action
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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 "Create the next Action"
|
||||
msgstr "Créer la prochaine action"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_yaltik_crm_action_cancel_reason_create_uid
|
||||
msgid "Created by"
|
||||
msgstr "Créé par"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_yaltik_crm_action_cancel_reason_create_date
|
||||
msgid "Created on"
|
||||
msgstr "Créé le"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_yaltik_crm_action_cancel_reason_display_name
|
||||
msgid "Display Name"
|
||||
msgstr "Nom affiché"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model,name:yaltik_crm_action.model_calendar_event
|
||||
msgid "Event"
|
||||
msgstr "Évènement"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: selection:crm.action,priority:0
|
||||
msgid "High"
|
||||
msgstr "Haut"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_yaltik_crm_action_cancel_reason_id
|
||||
msgid "ID"
|
||||
msgstr "ID"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_yaltik_crm_action_cancel_reason___last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr "Dernière Modification le"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_yaltik_crm_action_cancel_reason_write_uid
|
||||
msgid "Last Updated by"
|
||||
msgstr "Dernière mise à jour par"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_yaltik_crm_action_cancel_reason_write_date
|
||||
msgid "Last Updated on"
|
||||
msgstr "Dernière mise à jour le"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model,name:yaltik_crm_action.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Piste/Opportunité"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: code:addons/yaltik_crm_action/models/crm_action.py:72
|
||||
#, python-format
|
||||
msgid "Linked event"
|
||||
msgstr "Événement du calendrier"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: selection:crm.action,priority:0
|
||||
msgid "Low"
|
||||
msgstr "Bas"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.ui.view,arch_db:yaltik_crm_action.new_action_form
|
||||
#: model:ir.ui.view,arch_db:yaltik_crm_action.new_action_tree
|
||||
msgid "Mark as Done"
|
||||
msgstr "Marquer comme terminé"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: selection:crm.action,priority:0
|
||||
msgid "Medium"
|
||||
msgstr "Moyen"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_action_type_name
|
||||
msgid "Name"
|
||||
msgstr "Nom"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: selection:crm.action,priority:0
|
||||
msgid "Not evaluated"
|
||||
msgstr "Non évalué"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_open_reason
|
||||
msgid "Open reason"
|
||||
msgstr "Motif de l'action"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_calendar_event_partner_location_id
|
||||
msgid "Partner location"
|
||||
msgstr "Chez le compte"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_priority
|
||||
#: model:ir.ui.view,arch_db:yaltik_crm_action.action_search
|
||||
msgid "Priority"
|
||||
msgstr "Priorité"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_yaltik_crm_action_cancel_reason_reason
|
||||
msgid "Reason"
|
||||
msgstr "Motif"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.ui.view,arch_db:yaltik_crm_action.new_action_form
|
||||
msgid "Remove linked event"
|
||||
msgstr "Supprimer du calendrier"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.ui.view,arch_db:yaltik_crm_action.action_search
|
||||
msgid "State"
|
||||
msgstr "État"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.ui.view,arch_db:yaltik_crm_action.action_search
|
||||
msgid "Todo within 30 days"
|
||||
msgstr "À faire les 30 jours"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.ui.view,arch_db:yaltik_crm_action.action_search
|
||||
msgid "Todo within 7 days"
|
||||
msgstr "À faire dans les 7 jours"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: selection:crm.action,priority:0
|
||||
#: model:ir.ui.view,arch_db:yaltik_crm_action.action_search
|
||||
msgid "Urgent"
|
||||
msgstr "Urgent"
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: code:addons/yaltik_crm_action/models/crm_action.py:36
|
||||
#, python-format
|
||||
msgid "When cancelling, you must provide a reason."
|
||||
msgstr "Quand vous annulez, vous devez fournir une raison."
|
||||
|
||||
|
||||
#. module: yaltik_crm_action
|
||||
#: model:ir.model.fields,field_description:yaltik_crm_action.field_crm_action_details
|
||||
msgid "Details"
|
||||
msgstr "Pourquoi ?"
|
||||
|
||||
#. module: crm
|
||||
#: model:ir.model.fields,field_description:crm.field_crm_opportunity_report_nbr_activities
|
||||
msgid "# of Activities"
|
||||
msgstr "Nb. d'actions"
|
||||
|
||||
#. module: crm
|
||||
#: model:ir.ui.view,arch_db:crm.crm_activity_log_view_form_schedule
|
||||
msgid "<strong>Recommended activities:</strong>"
|
||||
msgstr "<strong>Actions recommandées:</strong>"
|
||||
|
||||
#. module: crm
|
||||
#: model:ir.actions.act_window,name:crm.crm_activity_action
|
||||
#: model:ir.model.fields,field_description:crm.field_res_partner_activities_count
|
||||
#: model:ir.model.fields,field_description:crm.field_res_users_activities_count
|
||||
#: model:ir.ui.menu,name:crm.crm_activity_menu
|
||||
#: model:ir.ui.menu,name:crm.crm_activity_report_menu
|
||||
#: model:ir.ui.view,arch_db:crm.crm_activity_view_form
|
||||
#: model:ir.ui.view,arch_db:crm.crm_activity_view_tree
|
||||
#: model:ir.ui.view,arch_db:crm.view_partners_form_crm1
|
||||
msgid "Activities"
|
||||
msgstr "Actions"
|
||||
|
||||
#. module: crm
|
||||
#: model:ir.actions.act_window,name:crm.crm_activity_report_action
|
||||
#: model:ir.actions.act_window,name:crm.crm_activity_report_action_team
|
||||
#: model:ir.ui.view,arch_db:crm.crm_activity_report_view_graph
|
||||
#: model:ir.ui.view,arch_db:crm.crm_activity_report_view_pivot
|
||||
#: model:ir.ui.view,arch_db:crm.crm_activity_report_view_search
|
||||
#: model:ir.ui.view,arch_db:crm.crm_team_salesteams_view_kanban
|
||||
msgid "Activities Analysis"
|
||||
msgstr "Analyse des actions"
|
||||
|
||||
#. module: crm
|
||||
#: model:ir.model.fields,field_description:crm.field_crm_activity_log_next_activity_id
|
||||
#: model:ir.model.fields,field_description:crm.field_crm_activity_report_subtype_id
|
||||
msgid "Activity"
|
||||
msgstr "Action"
|
||||
|
||||
#. module: crm
|
||||
#: code:addons/crm/wizard/crm_activity_log.py:80
|
||||
#, python-format
|
||||
msgid "Activity Done"
|
||||
msgstr "Action faite"
|
||||
|
||||
#. module: crm
|
||||
#: model:ir.model.fields,field_description:crm.field_crm_lead_kanban_state
|
||||
msgid "Activity State"
|
||||
msgstr "État de l'action"
|
||||
|
||||
#. module: crm
|
||||
#: model:ir.actions.act_window,name:crm.crm_lead_action_activities
|
||||
msgid "Next Activities"
|
||||
msgstr "Actions suivantes"
|
||||
|
||||
#. module: crm
|
||||
#: model:ir.model.fields,field_description:crm.field_crm_lead_next_activity_id
|
||||
#: model:ir.ui.view,arch_db:crm.crm_lead_view_tree_activity
|
||||
msgid "Next Activity"
|
||||
msgstr "Action suivante"
|
||||
28
yaltik_crm_action/models/calendar_event.py
Normal file
28
yaltik_crm_action/models/calendar_event.py
Normal file
@ -0,0 +1,28 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
# Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 of the
|
||||
# License, or (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
|
||||
|
||||
""" Calendar Event adaptations """
|
||||
|
||||
from odoo import models, fields
|
||||
|
||||
|
||||
class CalendarEvent(models.Model):
|
||||
""" Calendar Event adaptations """
|
||||
_inherit = 'calendar.event'
|
||||
|
||||
partner_location_id = fields.Many2one('res.partner', 'Partner location')
|
||||
129
yaltik_crm_action/models/crm_action.py
Normal file
129
yaltik_crm_action/models/crm_action.py
Normal file
@ -0,0 +1,129 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
# Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 of the
|
||||
# License, or (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
|
||||
|
||||
""" CRM Action """
|
||||
|
||||
from odoo import models, fields, api, _
|
||||
|
||||
|
||||
class CrmAction(models.Model):
|
||||
""" CRM Action """
|
||||
_name = 'crm.action'
|
||||
_description = 'CRM Action'
|
||||
_rec_name = 'display_name'
|
||||
|
||||
display_name = fields.Char(compute='_compute_display_name', store=True)
|
||||
|
||||
state = fields.Selection(selection_add=[('cancel', 'Canceled')])
|
||||
priority = fields.Selection([('0', 'Not evaluated'), ('1', 'Low'),
|
||||
('2', 'Medium'), ('3', 'High'),
|
||||
('4', 'Urgent')],
|
||||
string='Priority', default='0', index=True)
|
||||
|
||||
partner_id = fields.Many2one('res.partner', string='Customer', index=True)
|
||||
date = fields.Date('Date', required=True, default=fields.Date.context_today)
|
||||
user_id = fields.Many2one('res.users', string='User', required=True,
|
||||
default=lambda self: self.env.user)
|
||||
lead_id = fields.Many2one('crm.lead', string='Lead', ondelete='cascade')
|
||||
event_id = fields.Many2one('calendar.event', 'Calendar event', ondelete='cascade')
|
||||
action_type_id = fields.Many2one('crm.action.type', string='Type', required=True)
|
||||
action_type_name = fields.Char(related='action_type_id.name')
|
||||
|
||||
@api.onchange('lead_id')
|
||||
def onchange_lead(self):
|
||||
""" If lead change, adapts partner """
|
||||
for action in self:
|
||||
if action.lead_id and action.lead_id.partner_id:
|
||||
action.partner_id = action.lead_id.partner_id
|
||||
|
||||
@api.depends('action_type_id.name', 'details')
|
||||
def _compute_display_name(self):
|
||||
for action in self:
|
||||
action.display_name = u'[{}]{}'.format(action.action_type_name,
|
||||
action.details or u'')
|
||||
|
||||
@api.multi
|
||||
def confirm(self):
|
||||
""" Changes state to done """
|
||||
self.state = 'done'
|
||||
|
||||
@api.multi
|
||||
def set_to_draft(self):
|
||||
""" Changes state to draft """
|
||||
self.state = 'draft'
|
||||
|
||||
@api.multi
|
||||
def cancel(self):
|
||||
""" Cancel action """
|
||||
self.ensure_one()
|
||||
action = self[0]
|
||||
return {'type': 'ir.actions.act_window',
|
||||
'name': _('Cancel action'),
|
||||
'res_model': 'dalby.crm.action.cancel.reason',
|
||||
'view_mode': 'form',
|
||||
'view_type': 'form',
|
||||
'target': 'new',
|
||||
'context': {'default_action_id': action.id}}
|
||||
|
||||
@api.multi
|
||||
def create_linked_event(self):
|
||||
""" Creates a linked event """
|
||||
for action in self:
|
||||
if not action.event_id:
|
||||
attendees = [action.user_id.partner_id.id]
|
||||
if action.partner_id:
|
||||
attendees.append(action.partner_id.id)
|
||||
title = u'{} : {}'.format(action.action_type_name,
|
||||
action.open_reason)
|
||||
data = {'start': action.date,
|
||||
'stop': action.date,
|
||||
'duration': 1.0,
|
||||
'allday': False,
|
||||
'name': title,
|
||||
'description': action.details,
|
||||
'privacy': 'confidential',
|
||||
'partner_ids': [(6, False, attendees)],
|
||||
'partner_location_id': action.partner_id.id or False}
|
||||
action.event_id = self.env['calendar.event'].create(data)
|
||||
return {'type': 'ir.actions.act_window',
|
||||
'name': _('Linked event'),
|
||||
'res_model': 'calendar.event',
|
||||
'res_id': action.event_id.id,
|
||||
'view_mode': 'form',
|
||||
'view_type': 'form',
|
||||
'flags': {'initial_mode': 'edit'}}
|
||||
|
||||
@api.multi
|
||||
def remove_linked_event(self):
|
||||
""" Removes linked event and deletes it """
|
||||
for action in self:
|
||||
if action.event_id:
|
||||
event = action.event_id
|
||||
action.event_id = False
|
||||
event.unlink()
|
||||
|
||||
|
||||
class CrmActionType(models.Model):
|
||||
""" CRM Action Type """
|
||||
_name = 'crm.action.type'
|
||||
_description = 'CRM Action Type'
|
||||
_order = 'priority'
|
||||
|
||||
name = fields.Char('Name', required=True)
|
||||
priority = fields.Integer('Priority', required=True, default=0)
|
||||
active = fields.Boolean('Active', default=True)
|
||||
55
yaltik_crm_action/models/crm_lead.py
Normal file
55
yaltik_crm_action/models/crm_lead.py
Normal file
@ -0,0 +1,55 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
# Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 of the
|
||||
# License, or (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
|
||||
|
||||
""" CRM Lead adaptations """
|
||||
|
||||
from odoo import models, fields, api
|
||||
|
||||
|
||||
class CrmLead(models.Model):
|
||||
""" CRM Lead adaptations """
|
||||
_inherit = 'crm.lead'
|
||||
|
||||
action_count = fields.Integer(compute='_compute_action_count')
|
||||
action_ids = fields.One2many('crm.action', 'lead_id', string='Actions')
|
||||
next_action_id = fields.Many2one('crm.action', string='Next Action',
|
||||
compute='compute_next_action', store=True)
|
||||
next_action_date = fields.Date(related='next_action_id.date', store=True)
|
||||
next_action_title = fields.Char(related='next_action_id.display_name', store=True)
|
||||
|
||||
@api.multi
|
||||
def _compute_action_count(self):
|
||||
""" Count actions """
|
||||
for lead in self:
|
||||
lead.actions_count = len(lead.action_ids)
|
||||
|
||||
@api.depends('action_ids.date', 'action_ids.display_name', 'action_ids.state')
|
||||
def compute_next_action(self):
|
||||
""" Computes next action """
|
||||
for lead in self:
|
||||
domain = ['&', ('lead_id', '=', lead.id), ('state', '=', 'draft')]
|
||||
action = self.env['crm.action'].search(domain, order='date', limit=1)
|
||||
lead.next_action_id = action or False
|
||||
|
||||
@api.multi
|
||||
def next_action_done(self):
|
||||
""" Mark next action as done """
|
||||
self.ensure_one()
|
||||
lead = self[0]
|
||||
if lead.next_action_id:
|
||||
lead.next_action_id.confirm()
|
||||
31
yaltik_crm_action/models/res_partner.py
Normal file
31
yaltik_crm_action/models/res_partner.py
Normal file
@ -0,0 +1,31 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
# Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 of the
|
||||
# License, or (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
|
||||
|
||||
""" Partner adaptations """
|
||||
|
||||
from odoo import models, api
|
||||
|
||||
class ResPartner(models.Model):
|
||||
""" Partner adaptations """
|
||||
_inherit = 'res.partner'
|
||||
|
||||
@api.multi
|
||||
def _compute_activities_count(self):
|
||||
for partner in self:
|
||||
domain = [('partner_id', '=', partner.id)]
|
||||
partner.activities_count = self.env['crm.action'].search_count(domain)
|
||||
5
yaltik_crm_action/security/ir.model.access.csv
Normal file
5
yaltik_crm_action/security/ir.model.access.csv
Normal file
@ -0,0 +1,5 @@
|
||||
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
|
||||
access_crm_action_user,CRM Action User,model_crm_action,sales_team.group_sale_salesman,1,1,1,0
|
||||
access_crm_action_manager,CRM Action Manager,model_crm_action,sales_team.group_sale_manager,1,1,1,1
|
||||
access_crm_action_type_user,CRM Action Type User,model_crm_action_type,base.group_user,1,0,0,0
|
||||
access_crm_action_type_manager,CRM Action Type Manager,model_crm_action_type,sales_team.group_sale_manager,1,1,1,1
|
||||
|
38
yaltik_crm_action/security/ir_rule_data.xml
Normal file
38
yaltik_crm_action/security/ir_rule_data.xml
Normal file
@ -0,0 +1,38 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
|
||||
<!--
|
||||
Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU Affero General Public License as published by
|
||||
the Free Software Foundation, either version 3 of the License, or
|
||||
(at your option) any later version.
|
||||
|
||||
This program is distributed in the hope that it will be useful,
|
||||
but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
GNU Affero General Public License for more details.
|
||||
|
||||
You should have received a copy of the GNU Affero General Public License
|
||||
along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
-->
|
||||
|
||||
<odoo>
|
||||
|
||||
<data noupdate="1">
|
||||
|
||||
<record id="crm_rule_personal_action" model="ir.rule">
|
||||
<field name="name">Personal CRM Actions</field>
|
||||
<field ref="model_crm_action" name="model_id" />
|
||||
<field name="domain_force">['|', ('lead_id.user_id', '=', user.id), ('user_id', '=', user.id)]</field>
|
||||
<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
|
||||
</record>
|
||||
<record id="crm_rule_all_action" model="ir.rule">
|
||||
<field name="name">All CRM Actions</field>
|
||||
<field ref="model_crm_action" name="model_id" />
|
||||
<field name="domain_force">[(1, '=', 1)]</field>
|
||||
<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman_all_leads'))]"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</odoo>
|
||||
42
yaltik_crm_action/security/res_groups_data.xml
Normal file
42
yaltik_crm_action/security/res_groups_data.xml
Normal file
@ -0,0 +1,42 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
|
||||
<!--
|
||||
Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU Affero General Public License as published by
|
||||
the Free Software Foundation, either version 3 of the License, or
|
||||
(at your option) any later version.
|
||||
|
||||
This program is distributed in the hope that it will be useful,
|
||||
but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
GNU Affero General Public License for more details.
|
||||
|
||||
You should have received a copy of the GNU Affero General Public License
|
||||
along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
-->
|
||||
|
||||
<odoo>
|
||||
<data noupdate="1">
|
||||
|
||||
<record id="group_crm_action_user" model="res.groups">
|
||||
<field name="name">CRM Action User</field>
|
||||
<field name="category_id"
|
||||
ref="base.module_category_customer_relationship_management" />
|
||||
</record>
|
||||
|
||||
<record id="group_crm_action_manager" model="res.groups">
|
||||
<field name="name">CRM Action Manager</field>
|
||||
<field name="category_id"
|
||||
ref="base.module_category_customer_relationship_management" />
|
||||
<field name="users" eval="[(4, ref('base.user_root'))]"/>
|
||||
<field name="implied_ids" eval="[(4, ref('group_crm_action_user'))]" />
|
||||
</record>
|
||||
|
||||
<record id="sales_team.group_sale_salesman" model="res.groups">
|
||||
<field name="implied_ids" eval="[(4, ref('group_crm_action_user'))]" />
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</odoo>
|
||||
39
yaltik_crm_action/views/calendar_views.xml
Normal file
39
yaltik_crm_action/views/calendar_views.xml
Normal file
@ -0,0 +1,39 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
|
||||
<!--
|
||||
Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU Affero General Public License as published by
|
||||
the Free Software Foundation, either version 3 of the License, or
|
||||
(at your option) any later version.
|
||||
|
||||
This program is distributed in the hope that it will be useful,
|
||||
but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
GNU Affero General Public License for more details.
|
||||
|
||||
You should have received a copy of the GNU Affero General Public License
|
||||
along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
-->
|
||||
|
||||
<odoo>
|
||||
<data>
|
||||
|
||||
<!-- Forms -->
|
||||
<record id="calendar_form" model="ir.ui.view">
|
||||
<field name="name">CRM Action calendar adaptations</field>
|
||||
<field name="model">calendar.event</field>
|
||||
<field name="inherit_id" ref="calendar.view_calendar_event_form" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="location" position="before">
|
||||
<field name="partner_location_id" options="{'no_create': True}" />
|
||||
</field>
|
||||
<field name="location" position="attributes">
|
||||
<attribute name="attrs">{'readonly': [('partner_location_id', '!=', False)]}</attribute>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</odoo>
|
||||
188
yaltik_crm_action/views/crm_action_views.xml
Normal file
188
yaltik_crm_action/views/crm_action_views.xml
Normal file
@ -0,0 +1,188 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
|
||||
<!--
|
||||
Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU Affero General Public License as published by
|
||||
the Free Software Foundation, either version 3 of the License, or
|
||||
(at your option) any later version.
|
||||
|
||||
This program is distributed in the hope that it will be useful,
|
||||
but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
GNU Affero General Public License for more details.
|
||||
|
||||
You should have received a copy of the GNU Affero General Public License
|
||||
along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
-->
|
||||
|
||||
<odoo>
|
||||
<data>
|
||||
|
||||
<!-- Forms -->
|
||||
<record id="crm_action_form" model="ir.ui.view">
|
||||
<field name="name">CRM Action Form</field>
|
||||
<field name="model">crm.action</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Actions">
|
||||
<header>
|
||||
<button string="Mark as Done" name="button_confirm" type="object"
|
||||
states="draft" class="oe_highlight"/>
|
||||
<button string="Back to Todo" name="button_set_to_draft"
|
||||
type="object" states="done"/>
|
||||
<button name="cancel" string="Cancel" type="object"
|
||||
attrs="{'invisible': [('state', '=', 'cancel')]}" />
|
||||
<button name="create_linked_event" string="Create linked event"
|
||||
type="object" class="oe_highlight"
|
||||
attrs="{'invisible': ['|', (['event_id', '!=', False]),
|
||||
('state', '=', 'cancel')]}" />
|
||||
<button name="remove_linked_event" string="Remove linked event"
|
||||
type="object" class="oe_highlight"
|
||||
attrs="{'invisible': [(['event_id', '=', False])]}" />
|
||||
<field name="state" widget="statusbar"/>
|
||||
</header>
|
||||
<sheet>
|
||||
<group>
|
||||
<field name="action_type_id" />
|
||||
<field name="date" />
|
||||
<field name="event_id" readonly="1"
|
||||
attrs="{'invisible': [('event_id', '=', False)]}" />
|
||||
<field name="priority" widget="priority" />
|
||||
<field name="details" width="200" />
|
||||
<field name="lead_id" />
|
||||
<field name="partner_id" />
|
||||
<field name="user_id" />
|
||||
</group>
|
||||
</sheet>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record id="crm_action_type_form" model="ir.ui.view">
|
||||
<field name="name">CRM Action Type Form</field>
|
||||
<field name="model">crm.action.type</field>
|
||||
<field name="arch" type="xml">
|
||||
<form>
|
||||
<sheet>
|
||||
<group>
|
||||
<field name="name" />
|
||||
<field name="priority" />
|
||||
<field name="active "/>
|
||||
</group>
|
||||
</sheet>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Trees -->
|
||||
<record id="crm_action_tree" model="ir.ui.view">
|
||||
<field name="name">CRM Action Tree</field>
|
||||
<field name="model">crm.action</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree colors="red:date < current_date and state=='draft';blue:date >= current_date and state=='draft';gray: state == 'cancel'">
|
||||
<field name="action_type_id" />
|
||||
<field name="priority" />
|
||||
<field name="date" />
|
||||
<field name="lead_id" />
|
||||
<field name="partner_id" />
|
||||
<field name="user_id" />
|
||||
<button icon="fa-check" name="button_confirm" type="object"
|
||||
string="Mark as Done" states="draft" />
|
||||
<button icon="fa-undo" name="button_set_to_draft" type="object"
|
||||
string="Back to Todo" states="done" />
|
||||
<field name="state" />
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record id="crm_action_type_tree" model="ir.ui.view">
|
||||
<field name="name">CRM Action Type Tree</field>
|
||||
<field name="model">crm.action.type</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree editable="top">
|
||||
<field name="name"/>
|
||||
<field name="priority"/>
|
||||
<field name="active"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Searches -->
|
||||
<record model="ir.ui.view" id="crm_action_search">
|
||||
<field name="name">Search adaptations</field>
|
||||
<field name="model">crm.action</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Actions">
|
||||
<field name="lead_id" />
|
||||
<field name="partner_id" />
|
||||
<field name="date" />
|
||||
<field name="user_id" />
|
||||
<separator/>
|
||||
<filter string="Todo" name="draft_only"
|
||||
domain="[('state', '=', 'draft')]"/>
|
||||
<filter string="Done" name="done_only"
|
||||
domain="[('state', '=', 'done')]"/>
|
||||
<separator />
|
||||
<filter name="urgent" string="Urgent"
|
||||
domain="[('priority', '=', '4')]" />
|
||||
<separator/>
|
||||
<filter string="Todo Today" name="todo_today"
|
||||
domain="[('state', '=', 'draft'), ('date', '<=', context_today().strftime('%Y-%m-%d'))]" />
|
||||
<filter name="todo_week" string="Todo within 7 days"
|
||||
domain="[('state', '=', 'draft'), ('date', '<=', (context_today() + datetime.timedelta(days=7)).strftime('%Y-%m-%d'))]" />
|
||||
<filter name="todo_month" string="Todo within 30 days"
|
||||
domain="[('state', '=', 'draft'), ('date', '<=', (context_today() + datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]" />
|
||||
<separator/>
|
||||
<filter string="My Actions" name="user_me"
|
||||
domain="[('user_id', '=', uid)]" help="Actions done by me" />
|
||||
<group string="Group By" name="groupby">
|
||||
<filter name="state_groupby" string="State"
|
||||
context="{'group_by': 'state'}" />
|
||||
<filter name="priority_groupby" string="Priority"
|
||||
context="{'group_by': 'priority'}" />
|
||||
<filter name="partner_groupby" string="Partner"
|
||||
context="{'group_by': 'partner_id'}" />
|
||||
<filter name="user_groupby" string="User"
|
||||
context="{'group_by': 'user_id'}" />
|
||||
<filter name="action_type_id_groupby" string="Action Type"
|
||||
context="{'group_by': 'action_type_id'}" />
|
||||
<filter name="date_groupby" string="Week"
|
||||
context="{'group_by': 'date:week'}"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
<record id="crm_action_type_search" model="ir.ui.view">
|
||||
<field name="name">CRM Action Type Search</field>
|
||||
<field name="model">crm.action.type</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Action Types">
|
||||
<field name="name" />
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Actions -->
|
||||
<record model="ir.actions.act_window" id="crm_action_action">
|
||||
<field name="name">Actions</field>
|
||||
<field name="res_model">crm.action</field>
|
||||
<field name="view_mode">tree,form,calendar</field>
|
||||
<field name="context">{'search_default_draft_only': 1, 'search_default_user_me': 1}</field>
|
||||
</record>
|
||||
<record id="crm_action_type_action" model="ir.actions.act_window">
|
||||
<field name="name">Action Types</field>
|
||||
<field name="res_model">crm.action.type</field>
|
||||
<field name="view_mode">tree</field>
|
||||
</record>
|
||||
|
||||
<!-- Menus -->
|
||||
<record id="crm.crm_lead_menu_activities" model="ir.ui.menu">
|
||||
<field name="active">0</field>
|
||||
</record>
|
||||
<menuitem id="crm_action_menu" name="Actions"
|
||||
parent="sales_team.menu_sales" sequence="5" action="crm_action_action" />
|
||||
<menuitem id="crm_action_type_menu" name="Action Types"
|
||||
action="crm_action_type_action" sequence="0"
|
||||
parent="crm.menu_crm_config_lead" />
|
||||
|
||||
</data>
|
||||
</odoo>
|
||||
135
yaltik_crm_action/views/crm_lead_views.xml
Normal file
135
yaltik_crm_action/views/crm_lead_views.xml
Normal file
@ -0,0 +1,135 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
|
||||
<!--
|
||||
Copyright 2016 Fabien Bourgeois <fabien@yaltik.com>
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU Affero General Public License as published by
|
||||
the Free Software Foundation, either version 3 of the License, or
|
||||
(at your option) any later version.
|
||||
|
||||
This program is distributed in the hope that it will be useful,
|
||||
but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
GNU Affero General Public License for more details.
|
||||
|
||||
You should have received a copy of the GNU Affero General Public License
|
||||
along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
-->
|
||||
|
||||
<odoo>
|
||||
<data>
|
||||
|
||||
<!-- Form -->
|
||||
<!-- Lead and opp only : next action creation... -->
|
||||
<record model="ir.ui.view" id="crm_case_form_view_leads_inherit_crm_action">
|
||||
<field name="name">CRM Lead Form adaptations</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_case_form_view_leads" />
|
||||
<field name="arch" type="xml">
|
||||
<!-- Actions in button box -->
|
||||
<div class="oe_button_box" position="inside">
|
||||
<button class="oe_inline oe_stat_button" type="action" icon="fa-list"
|
||||
name="%(yaltik_crm_action.crm_action_simple_action)d"
|
||||
context="{'search_default_lead_id': active_id, 'search_default_user_me': 0}">
|
||||
<field string="Actions" name="actions_count" widget="statinfo" />
|
||||
</button>
|
||||
</div>
|
||||
<!-- Next action -->
|
||||
<label for="contact_name" position="before">
|
||||
<label for="next_action_id" />
|
||||
<div class="oe_row">
|
||||
<field name="next_action_id"
|
||||
attrs="{'invisible': [('next_action_id', '=', False)]}" />
|
||||
<button name="next_action_done" type="object"
|
||||
icon="fa-check" class="oe_inline" help="Mark next action as done"
|
||||
attrs="{'invisible': [('next_action_id', '=', False)]}"/>
|
||||
</div>
|
||||
</label>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_form_view_oppor_inherit_crm_action">
|
||||
<field name="name">Opportunity form adaptations</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_case_form_view_oppor" />
|
||||
<field name="arch" type="xml">
|
||||
<!-- Actions in button box -->
|
||||
<div class="oe_button_box" position="inside">
|
||||
<button class="oe_inline oe_stat_button" icon="fa-list" type="action"
|
||||
name="%(crm_action_simple_action)d"
|
||||
context="{'search_default_lead_id': active_id, 'search_default_user_me': 0}">
|
||||
<field string="Actions" name="actions_count" widget="statinfo" />
|
||||
</button>
|
||||
</div>
|
||||
<!-- Replace group of native activities -->
|
||||
<xpath expr="//sheet/group[1]/group[2]" position="replace">
|
||||
<group>
|
||||
<label for="next_action_id" />
|
||||
<div class="oe_row">
|
||||
<field name="next_action_id"
|
||||
attrs="{'invisible': [('next_action_id', '=', False)]}" />
|
||||
<button name="next_action_done" type="object" class="oe_inline"
|
||||
help="Mark next action as done" icon="fa-check"
|
||||
attrs="{'invisible': [('next_action_id', '=', False)]}" />
|
||||
</div>
|
||||
</group>
|
||||
</xpath>
|
||||
<!-- Hide activity logging -->
|
||||
<button name="%(crm.crm_activity_log_action)d" position="attributes">
|
||||
<attribute name="invisible">True</attribute>
|
||||
</button>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Kanbans -->
|
||||
<record id="crm_case_kanban_view_leads_inherit_crm_action" model="ir.ui.view">
|
||||
<field name="name">CRM Lead Kanban adaptations</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//a[@name='%(crm.crm_activity_log_action)d']"
|
||||
position="attributes">
|
||||
<attribute name="name">%(crm_action_simple_action)d"</attribute>
|
||||
</xpath>
|
||||
<xpath expr="//a[@name='%(crm.crm_activity_schedule_action)d']"
|
||||
position="attributes">
|
||||
<attribute name="name">%(crm_action_simple_action)d"</attribute>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Trees -->
|
||||
<record id="crm_case_form_view_lead_inherit_crm_action" model="ir.ui.view" >
|
||||
<field name="name">CRM Lead Tree Activity adaptations</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_lead_view_tree_activity" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="next_activity_id" position="replace">
|
||||
<field name="next_action_id" />
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
<!-- Searches -->
|
||||
<record id="crm_case_opp_search_inherit_cmr_action" model="ir.ui.view" >
|
||||
<field name="name">CRM Opportunity Search adaptations</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.view_crm_case_opportunities_filter" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="next_activity_id" position="replace">
|
||||
<field name="next_action_id" />
|
||||
</field>
|
||||
<filter name="today" position="replace"></filter>
|
||||
<filter name="this_week" position="replace"></filter>
|
||||
<filter name="overdue" position="replace"></filter>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Actions -->
|
||||
<act_window id="crm_action_simple_action" name="Actions"
|
||||
res_model="crm.action" view_mode="tree,form,calendar" />
|
||||
|
||||
</data>
|
||||
</odoo>
|
||||
33
yaltik_crm_action/views/res_partner_views.xml
Normal file
33
yaltik_crm_action/views/res_partner_views.xml
Normal file
@ -0,0 +1,33 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
|
||||
<!--
|
||||
Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU Affero General Public License as published by
|
||||
the Free Software Foundation, either version 3 of the License, or
|
||||
(at your option) any later version.
|
||||
|
||||
This program is distributed in the hope that it will be useful,
|
||||
but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
GNU Affero General Public License for more details.
|
||||
|
||||
You should have received a copy of the GNU Affero General Public License
|
||||
along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
-->
|
||||
|
||||
<odoo>
|
||||
<data>
|
||||
|
||||
<!-- Overwrite actity opening -->
|
||||
<record id="crm.crm_activity_report_action_tree"
|
||||
model="ir.actions.act_window">
|
||||
<field name="name">Actions</field>
|
||||
<field name="res_model">crm.action</field>
|
||||
<field name="view_mode">tree,form,calendar</field>
|
||||
<field name="context">{'search_default_partner_id': active_id}</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</odoo>
|
||||
Loading…
Reference in New Issue
Block a user