Fix
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@ -2,5 +2,7 @@ ALTER TABLE crm_opportunity_line RENAME time_ammount TO billing_frecuency;
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ALTER TABLE crm_opportunity DROP COLUMN source;
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ALTER TABLE crm_configuration DROP COLUMN activity_sequence;
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ALTER TABLE crm_configuration DROP COLUMN crm_activity_sequence;
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DROP TABLE crm_activity;
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DROP TABLE crm_opportunity_follow_up;
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@ -35,7 +35,7 @@ def register():
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opportunity.Opportunity,
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opportunity.LeadOrigin,
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opportunity.CrmOpportunityLine,
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# opportunity.CrmOpportunityFollowUp,
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# opportunity.Person,
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opportunity.OpportunityCancellReason,
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opportunity.OpportunitySaleConditions,
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ir.Cron,
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@ -13,18 +13,18 @@ class Activity(Workflow, ModelSQL, ModelView):
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'CRM Activity'
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__name__ = 'crm.activity'
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_rec_name = 'subject'
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_READONLY = {'readonly': Eval('state') == 'done'}
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opportunity = fields.Many2One('crm.opportunity', 'Opportunity',
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required=True, readonly=True)
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subject = fields.Char('Subject', states={
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'readonly': (Eval('state') == 'done'),
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})
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subject = fields.Char('Subject', states=_READONLY)
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type_= fields.Selection([
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('action', 'Action'),
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('call', 'Call'),
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('on_site_appointment', 'On-Site Appointment'),
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('virtual_appointment', 'Virtual Appointment'),
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('chat', 'Chat'),
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('email', 'Email'),
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], 'Type', states=STATES, depends=['state'], required=True)
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], 'Type', depends=['state'], states=_READONLY)
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type_info = fields.Char('Type Info', states=STATES)
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planned_date = fields.Date('Planned Date', states=STATES, required=True)
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planned_time = fields.Time('Planned Time', states=STATES)
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@ -37,6 +37,17 @@ class Prospect(ModelSQL, ModelView):
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agent = fields.Many2One('commission.agent', 'Agent')
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class Person(ModelSQL, ModelView):
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'Person'
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__name__ = 'crm.person'
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opportunity = fields.Many2One('crm.opportunity', 'Opportunity',
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required=True, readonly=True)
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name = fields.Char("Name", required=True)
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phone = fields.Char('Contact Phone')
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email = fields.Char('Email')
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id_number = fields.Char('Id Number')
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class Opportunity(
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Workflow, ModelSQL, ModelView,
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AttachmentCopyMixin, NoteCopyMixin):
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@ -58,8 +69,9 @@ class Opportunity(
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}
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_depends_stop = ['state']
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number = fields.Char('Number', readonly=True, required=True)
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prospect = fields.Many2One('crm.prospect', 'Prospect', required=True)
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party_contact = fields.Char('Party Contact', states=_states_opp)
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prospect = fields.Many2One('crm.prospect', 'Prospect', required=True,
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states=_states_opp)
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party_contact = fields.Char('Party Contact', readonly=True)
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contact_phone = fields.Char('Contact Phone', states=_states_opp)
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contact_email = fields.Char('Email')
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reference = fields.Char('Reference', states=_states_opp)
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@ -184,6 +196,10 @@ class Opportunity(
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states={
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'invisible': ~Eval('state').in_(['won'])
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}, depends=['state'])
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persons = fields.One2Many('crm.person', 'opportunity', 'Persons',
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states={
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'readonly': Eval('state').in_(['won', 'lost']),
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})
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@classmethod
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def __setup__(cls):
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@ -315,5 +315,17 @@ this repository contains the full copyright notices and license terms. -->
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<menuitem name="Lead Origin" parent="crm.menu_crm_configuration"
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id="menu_crm_lead_origin" sequence="70"
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action="act_lead_origin_form" />
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<record model="ir.ui.view" id="crm_person_view_form">
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<field name="model">crm.person</field>
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<field name="type">form</field>
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<field name="name">person_form</field>
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</record>
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<record model="ir.ui.view" id="crm_person_view_tree">
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<field name="model">crm.person</field>
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<field name="type">tree</field>
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<field name="name">person_tree</field>
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</record>
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</data>
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</tryton>
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@ -1,5 +1,5 @@
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[tryton]
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version=6.0.17
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version=6.0.18
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depends:
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party
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sale
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@ -5,6 +5,5 @@ this repository contains the full copyright notices and license terms. -->
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<field name="company" expand="1"/>
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<field name="customer_service_sequence" expand="1"/>
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<field name="survey_sequence" expand="1"/>
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<field name="activity_sequence" expand="1"/>
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<field name="opportunity_sequence" expand="1"/>
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</tree>
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@ -60,6 +60,9 @@ this repository contains the full copyright notices and license terms. -->
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<page name="sales">
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<field name="sales" colspan="4"/>
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</page>
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<!-- <page name="persons">
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<field name="persons" colspan="4"/>
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</page> -->
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<!-- <page string="Contracts" name="contracts">
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<field name="contracts" colspan="4"/>
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</page> -->
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@ -0,0 +1,11 @@
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<?xml version="1.0"?>
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<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
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this repository contains the full copyright notices and license terms. -->
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<form>
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<label name="name"/>
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<field name="name"/>
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<label name="phone"/>
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<field name="phone"/>
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<label name="email"/>
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<field name="email"/>
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</form>
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@ -0,0 +1,8 @@
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<?xml version="1.0"?>
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<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
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this repository contains the full copyright notices and license terms. -->
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<tree>
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<field name="name" expand="1"/>
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<field name="phone" expand="1"/>
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<field name="email" expand="1"/>
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</tree>
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