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trytonpsk-crm
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Minor fixes

This commit is contained in:
oscar alvarez 2023-10-10 15:56:30 -05:00
parent 5c76930571
commit a674cbc994
9 changed files with 38 additions and 41 deletions
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10
chart.py
View File

@ -8,11 +8,7 @@ class CRMChart(metaclass=PoolMeta):
@classmethod
def report_opportunity_by_agent(cls, args):
# Dash Report
value = cls._get_check_rooms('departure')
today = date.today()
res = {
'value': value,
'header_meta': str(today),
}
fields_names = ['agent.rec_name', 'state', 'amount']
records = cls.search_read([], fields_names=fields_names)
res = records
return res

7
configuration.py
View File

@ -21,9 +21,10 @@ class Configuration(ModelSQL, ModelView):
Id('crm', 'sequence_type_survey_service'))])
response_time_customer = fields.Integer('Response Time Customer',
required=True, help="Limit in hours for response to customer")
activity_sequence = fields.Many2One('ir.sequence',
'Activity Sequence', required=True,
domain=[('sequence_type', '=', Id('crm', 'sequence_type_activity'))])
# activity_sequence = fields.Many2One('ir.sequence',
# 'Activity Sequence', required=True,
# domain=[])
# domain=[('sequence_type', '=', Id('crm', 'sequence_type_activity'))])
opportunity_sequence = fields.Many2One(
'ir.sequence', "Opportunity Sequence", required=True,
domain=[

4
configuration.xml
View File

@ -47,13 +47,13 @@ this repository contains the full copyright notices and license terms. -->
<field name="name">Customer Service</field>
<field name="sequence_type" ref="sequence_type_crm"/>
</record>
<record model="ir.sequence.type" id="sequence_type_activity">
<!-- <record model="ir.sequence.type" id="sequence_type_activity">
<field name="name">CRM Activity</field>
</record>
<record model="ir.sequence" id="sequence_activity">
<field name="name">CRM Activity</field>
<field name="sequence_type" ref="sequence_type_activity"/>
</record>
</record> -->
<!-- <record model="ir.sequence.type-res.group"
id="sequence_type_crm_group_crm_admin">
<field name="sequence_type" ref="sequence_type_activity"/>

8
customer_service.xml
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@ -13,7 +13,7 @@ this repository contains the full copyright notices and license terms. -->
<field name="name">Customer Service</field>
<field name="model">crm.customer_service</field>
<field name="report_name">crm.customer_service</field>
<field name="report">crm/customer_service.odt</field>
<field name="report">crm/customer_service.fodt</field>
</record>
<record model="ir.action.keyword" id="report_customer_service_keyword">
<field name="keyword">form_print</field>
@ -140,7 +140,7 @@ this repository contains the full copyright notices and license terms. -->
<field name="name">Customer Service Indicators</field>
<field name="model"></field>
<field name="report_name">crm.customer_service_indicators_report</field>
<field name="report">crm/customer_service_indicator.ods</field>
<field name="report">crm/customer_service_indicator.fods</field>
</record>
<menuitem parent="crm.menu_reports" action="wizard_customer_service_indicators"
id="menu_customer_service_indicators" icon="tryton-print"/>
@ -159,7 +159,7 @@ this repository contains the full copyright notices and license terms. -->
<field name="name">Efficacy Month</field>
<field name="model"></field>
<field name="report_name">crm.efficacy_month_report</field>
<field name="report">crm/efficacy_month.ods</field>
<field name="report">crm/efficacy_month.fods</field>
</record>
<menuitem parent="crm.menu_reports" action="wizard_efficacy_month"
id="menu_efficacy_month" icon="tryton-print"/>
@ -168,7 +168,7 @@ this repository contains the full copyright notices and license terms. -->
<field name="name">Monitoring</field>
<field name="model">crm.customer_service</field>
<field name="report_name">crm.monitoring_report</field>
<field name="report">crm/monitoring.ods</field>
<field name="report">crm/monitoring.fods</field>
</record>
<record model="ir.action.keyword" id="report_monitoring_keyword">
<field name="keyword">form_print</field>

2
dash.xml
View File

@ -43,7 +43,7 @@ this repository contains the full copyright notices and license terms. -->
<record model="dash.report" id="dash_report_opportunity_by_agent">
<field name="name">Opportunity By Agent</field>
<field name="model">crm.opportunity</field>
<field name="type">line</field>
<field name="type">table</field>
<field name="method">report_opportunity_by_agent</field>
</record>

40
opportunity.xml
View File

@ -3,14 +3,6 @@
this repository contains the full copyright notices and license terms. -->
<tryton>
<data>
<record model="ir.sequence.type" id="sequence_type_crm_opportunity">
<field name="name">CRM Opportunity</field>
</record>
<record model="ir.sequence" id="sequence_crm_opportunity">
<field name="sequence_type" ref="sequence_type_crm_opportunity"/>
<field name="name">CRM Opportunity</field>
</record>
<record model="res.group" id="group_crm_opportunity">
<field name="name">CRM Opportunity</field>
</record>
@ -19,6 +11,24 @@ this repository contains the full copyright notices and license terms. -->
<field name="group" ref="group_crm_opportunity"/>
</record>
<record model="ir.sequence.type" id="sequence_type_crm_opportunity">
<field name="name">CRM Opportunity</field>
</record>
<record model="ir.sequence" id="sequence_crm_opportunity">
<field name="sequence_type" ref="sequence_type_crm_opportunity"/>
<field name="name">CRM Opportunity</field>
</record>
<record model="ir.sequence.type-res.group"
id="sequence_type_crm_opportunity_group_admin">
<field name="sequence_type" ref="sequence_type_crm_opportunity"/>
<field name="group" ref="res.group_admin"/>
</record>
<record model="ir.sequence.type-res.group"
id="sequence_type_crm_opportunity_group_sale_admin">
<field name="sequence_type" ref="sequence_type_crm_opportunity"/>
<field name="group" ref="sale.group_sale_admin"/>
</record>
<record model="ir.ui.view" id="crm_opportunity_view_form">
<field name="model">crm.opportunity</field>
<field name="type">form</field>
@ -31,24 +41,14 @@ this repository contains the full copyright notices and license terms. -->
<field name="name">opportunity_tree</field>
</record>
<record model="ir.sequence.type" id="sequence_type_sale_crm_opportunity">
<!-- <record model="ir.sequence.type" id="sequence_type_sale_crm_opportunity">
<field name="name">Sale Opportunity</field>
</record>
<record model="ir.sequence.type-res.group"
id="sequence_type_sale_crm_opportunity_group_admin">
<field name="sequence_type" ref="sequence_type_sale_crm_opportunity"/>
<field name="group" ref="res.group_admin"/>
</record>
<record model="ir.sequence.type-res.group"
id="sequence_type_sale_crm_opportunity_group_sale_admin">
<field name="sequence_type" ref="sequence_type_sale_crm_opportunity"/>
<field name="group" ref="sale.group_sale_admin"/>
</record>
<record model="ir.sequence" id="sequence_sale_crm_opportunity">
<field name="name">Sale Opportunity</field>
<field name="sequence_type" ref="sequence_type_sale_crm_opportunity"/>
</record>
</record> -->
<record model="ir.action.act_window" id="act_crm_opportunity_form">
<field name="name">Opportunities</field>

2
survey.xml
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@ -8,7 +8,7 @@ this repository contains the full copyright notices and license terms. -->
<field name="name">Survey</field>
<field name="model">crm.survey</field>
<field name="report_name">crm.survey</field>
<field name="report">crm/survey.odt</field>
<field name="report">crm/survey.fodt</field>
</record>
<record model="ir.action.keyword" id="report_survey_keyword">
<field name="keyword">form_print</field>

2
tryton.cfg
View File

@ -1,5 +1,5 @@
[tryton]
version=6.0.13
version=6.0.15
depends:
party
sale

4
view/configuration_form.xml
View File

@ -8,8 +8,8 @@ this repository contains the full copyright notices and license terms. -->
<field name="customer_service_sequence"/>
<label name="opportunity_sequence"/>
<field name="opportunity_sequence"/>
<label name="activity_sequence"/>
<field name="activity_sequence"/>
<!-- <label name="activity_sequence"/>
<field name="activity_sequence"/> -->
<label name="survey_sequence"/>
<field name="survey_sequence"/>
<label name="response_time_customer"/>