Split FSM into separate modules and switch customer to address book
This commit is contained in:
Ruslan Bakiev
@@ -0,0 +1,20 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_change_employee_wizard_form" model="ir.ui.view">
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<field name="name">change.employee.wizard.form</field>
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<field name="model">change.employee.wizard</field>
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<field name="arch" type="xml">
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<form string="Change Employee">
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<group>
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<field name="model_name" invisible="1"/>
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<field name="field_name" invisible="1"/>
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<field name="user_id" options="{'no_create': True, 'no_create_edit': True}"/>
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</group>
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<footer>
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<button string="Apply" name="action_change_employee" type="object" class="btn-primary"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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</odoo>
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@@ -0,0 +1,10 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<delete id="view_contact_context_tree" model="ir.ui.view"/>
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<delete id="view_contact_context_form" model="ir.ui.view"/>
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<delete id="view_contact_context_search" model="ir.ui.view"/>
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<delete id="action_contact_context" model="ir.actions.act_window"/>
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<delete id="menu_contact_context" model="ir.ui.menu"/>
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<delete id="access_contact_context_user" model="ir.model.access"/>
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<delete id="access_contact_context_admin" model="ir.model.access"/>
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</odoo>
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98
odoo/addons/dsrpt_address_book/views/contact_event_views.xml
Normal file
98
odoo/addons/dsrpt_address_book/views/contact_event_views.xml
Normal file
@@ -0,0 +1,98 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Form View -->
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<record id="view_contact_event_form" model="ir.ui.view">
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<field name="name">contact.event.form</field>
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<field name="model">contact.event</field>
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<field name="arch" type="xml">
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<form string="Contact Event">
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<sheet>
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<group>
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<group>
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<field name="contact_id"/>
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<field name="date_start"/>
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</group>
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<group>
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<field name="duration" widget="float_time"/>
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<field name="user_id"/>
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<field name="calendar_event_id" readonly="1"/>
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</group>
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</group>
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<group string="Notes">
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<field name="notes" nolabel="1" colspan="2"/>
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</group>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<!-- Tree View -->
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<record id="view_contact_event_tree" model="ir.ui.view">
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<field name="name">contact.event.tree</field>
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<field name="model">contact.event</field>
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<field name="arch" type="xml">
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<list string="Contact Events">
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<field name="contact_id"/>
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<field name="notes"/>
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<field name="date_start"/>
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<field name="duration" widget="float_time"/>
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<field name="user_id" optional="show"/>
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</list>
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</field>
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</record>
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<!-- Calendar View -->
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<record id="view_contact_event_calendar" model="ir.ui.view">
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<field name="name">contact.event.calendar</field>
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<field name="model">contact.event</field>
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<field name="arch" type="xml">
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<calendar string="Contact Events" date_start="date_start"
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color="user_id" mode="month">
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<field name="notes"/>
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<field name="contact_id"/>
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<field name="user_id"/>
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</calendar>
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</field>
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</record>
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<!-- Search View -->
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<record id="view_contact_event_search" model="ir.ui.view">
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<field name="name">contact.event.search</field>
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<field name="model">contact.event</field>
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<field name="arch" type="xml">
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<search string="Search Contact Events">
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<field name="notes"/>
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<field name="contact_id"/>
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<field name="user_id"/>
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<separator/>
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<filter string="Today" name="today"
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domain="[('date_start', '>=', datetime.datetime.now().replace(hour=0, minute=0, second=0)),
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('date_start', '<', datetime.datetime.now().replace(hour=23, minute=59, second=59))]"/>
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<filter string="This Week" name="this_week"
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domain="[('date_start', '>=', (datetime.datetime.now() - datetime.timedelta(days=datetime.datetime.now().weekday())).replace(hour=0, minute=0, second=0)),
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('date_start', '<', (datetime.datetime.now() + datetime.timedelta(days=6-datetime.datetime.now().weekday())).replace(hour=23, minute=59, second=59))]"/>
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<separator/>
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<filter string="Contact" name="group_contact" domain="[]" context="{'group_by': 'contact_id'}"/>
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<filter string="User" name="group_user" domain="[]" context="{'group_by': 'user_id'}"/>
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<filter string="Date" name="group_date" domain="[]" context="{'group_by': 'date_start:day'}"/>
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</search>
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</field>
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</record>
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<!-- Action -->
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<record id="action_contact_event" model="ir.actions.act_window">
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<field name="name">Contact Events</field>
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<field name="res_model">contact.event</field>
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<field name="view_mode">calendar,list,form</field>
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<field name="search_view_id" ref="view_contact_event_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create your first contact event
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</p>
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<p>
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Track meetings, calls and other events with your contacts.
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</p>
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</field>
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</record>
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</odoo>
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@@ -0,0 +1,92 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Contact Source Form View -->
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<record id="view_contact_source_form" model="ir.ui.view">
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<field name="name">Contact Source Form</field>
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<field name="model">contact.source</field>
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<field name="arch" type="xml">
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<form>
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<header>
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<button name="action_activate" type="object" string="Activate"
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class="btn-primary" invisible="state == 'active'"/>
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<button name="action_draft" type="object" string="Reset to Draft"
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invisible="state == 'draft'"/>
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<field name="state" widget="statusbar" statusbar_visible="draft,active"/>
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</header>
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<sheet>
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<group>
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<group>
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<field name="name"/>
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<field name="parent_id"/>
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</group>
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<group>
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<field name="color" widget="color"/>
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</group>
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</group>
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<group>
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<field name="description"/>
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</group>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<!-- Contact Source List View -->
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<record id="view_contact_source_list" model="ir.ui.view">
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<field name="name">Contact Source List</field>
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<field name="model">contact.source</field>
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<field name="arch" type="xml">
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<list>
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<field name="name"/>
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<field name="parent_id" optional="show"/>
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<field name="state" widget="badge" optional="show"/>
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<field name="color" widget="color" optional="hide"/>
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<field name="create_date" optional="hide"/>
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<field name="write_uid" optional="hide"/>
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</list>
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</field>
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</record>
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<!-- Contact Source Search View -->
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<record id="view_contact_source_search" model="ir.ui.view">
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<field name="name">Contact Source Search</field>
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<field name="model">contact.source</field>
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<field name="arch" type="xml">
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<search>
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<field name="name"/>
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<field name="parent_id"/>
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<field name="description"/>
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<!-- Filters -->
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<filter string="Draft" name="draft" domain="[('state', '=', 'draft')]"/>
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<filter string="Active" name="active_state" domain="[('state', '=', 'active')]"/>
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<separator/>
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<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
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<!-- Group By -->
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<separator/>
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<filter string="Status" name="group_by_state" context="{'group_by': 'state'}"/>
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<filter string="Parent Source" name="group_by_parent" context="{'group_by': 'parent_id'}"/>
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</search>
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</field>
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</record>
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<!-- Contact Source Action -->
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<record id="action_contact_source" model="ir.actions.act_window">
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<field name="name">Contact Sources</field>
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<field name="res_model">contact.source</field>
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<field name="view_mode">list,form</field>
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<field name="search_view_id" ref="view_contact_source_search"/>
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<field name="context">{'search_default_active_state': 1}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create your first contact source!
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</p>
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<p>
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Contact sources help you track where your contacts come from.
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</p>
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</field>
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</record>
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</odoo>
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@@ -0,0 +1,72 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- List View -->
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<record id="view_dsrpt_communication_type_list" model="ir.ui.view">
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<field name="name">dsrpt.communication.type.list</field>
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<field name="model">dsrpt.communication.type</field>
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<field name="arch" type="xml">
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<list string="Communication Types">
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<field name="name"/>
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<field name="code"/>
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<field name="state" widget="badge" decoration-success="state == 'active'" decoration-info="state == 'draft'"/>
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</list>
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</field>
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</record>
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<!-- Form View -->
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<record id="view_dsrpt_communication_type_form" model="ir.ui.view">
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<field name="name">dsrpt.communication.type.form</field>
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<field name="model">dsrpt.communication.type</field>
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<field name="arch" type="xml">
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<form string="Communication Type">
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<header>
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<button name="action_activate" type="object" string="Activate" class="oe_highlight" invisible="state == 'active'"/>
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<button name="action_draft" type="object" string="Set to Draft" invisible="state == 'draft'"/>
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<field name="state" widget="statusbar" statusbar_visible="draft,active"/>
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</header>
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<sheet>
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<widget name="web_ribbon" title="Archived" bg_color="bg-danger" invisible="active"/>
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<group>
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<field name="name"/>
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<field name="code"/>
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<field name="active" invisible="1"/>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<!-- Search View -->
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<record id="view_dsrpt_communication_type_search" model="ir.ui.view">
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<field name="name">dsrpt.communication.type.search</field>
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<field name="model">dsrpt.communication.type</field>
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<field name="arch" type="xml">
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<search>
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<field name="name"/>
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<field name="code"/>
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<separator/>
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<filter string="Draft" name="draft" domain="[('state', '=', 'draft')]"/>
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<filter string="Active" name="active_state" domain="[('state', '=', 'active')]"/>
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<separator/>
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<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
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</search>
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</field>
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</record>
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<!-- Action -->
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<record id="action_dsrpt_communication_type" model="ir.actions.act_window">
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<field name="name">Communication Types</field>
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<field name="res_model">dsrpt.communication.type</field>
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<field name="view_mode">list,form</field>
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<field name="search_view_id" ref="view_dsrpt_communication_type_search"/>
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<field name="context">{'search_default_active_state': 1}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create your first communication type!
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</p>
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<p>
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Communication types define the ways to contact people (Phone, Email, Telegram, etc.)
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</p>
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</field>
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</record>
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</odoo>
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287
odoo/addons/dsrpt_address_book/views/dsrpt_contact_views.xml
Normal file
287
odoo/addons/dsrpt_address_book/views/dsrpt_contact_views.xml
Normal file
@@ -0,0 +1,287 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- List View -->
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<record id="view_dsrpt_contact_list" model="ir.ui.view">
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<field name="name">dsrpt.contact.list</field>
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<field name="model">dsrpt.contact</field>
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<field name="arch" type="xml">
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<list string="Contacts">
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<field name="name"/>
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<field name="user_id" optional="show"/>
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<field name="next_contact" widget="date" optional="show"/>
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<field name="communication_ids" widget="many2many_tags" optional="show"
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context="{'tree_view_ref': 'dsrpt_address_book.view_dsrpt_contact_communication_tree_simple'}"/>
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<field name="create_date" optional="hide"/>
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<field name="write_date" optional="hide"/>
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</list>
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</field>
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</record>
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|
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<!-- Form View -->
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<record id="view_dsrpt_contact_form" model="ir.ui.view">
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<field name="name">dsrpt.contact.form</field>
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<field name="model">dsrpt.contact</field>
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<field name="arch" type="xml">
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<form string="Contact">
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<sheet>
|
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<widget name="web_ribbon" title="Archived" bg_color="bg-danger" invisible="active"/>
|
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<div class="oe_button_box" name="button_box">
|
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<button name="action_view_events" type="object" class="oe_stat_button" icon="fa-calendar">
|
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<field name="event_count" widget="statinfo" string="Events"/>
|
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</button>
|
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<!-- Calls button moved to dsrpt_calls module -->
|
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</div>
|
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<div class="oe_title">
|
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<h1>
|
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<field name="name" placeholder="Contact Name..."/>
|
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</h1>
|
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</div>
|
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<!-- Top row: Basic info (left) and Notes (right) -->
|
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<group col="2">
|
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<group>
|
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<field name="user_id"/>
|
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<field name="source_id"/>
|
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<field name="next_contact" readonly="1"/>
|
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</group>
|
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<group string="Notes">
|
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<field name="note" nolabel="1" placeholder="Add notes about this contact..."/>
|
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</group>
|
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</group>
|
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<field name="active" invisible="1"/>
|
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|
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<!-- Second row: Events (left) and Requests (right) -->
|
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<group col="2" name="middle_section">
|
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<group string="Events">
|
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<field name="event_ids" nolabel="1" context="{'default_contact_id': id}">
|
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<kanban>
|
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<field name="date_start"/>
|
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<field name="notes"/>
|
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<field name="duration"/>
|
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<field name="user_id"/>
|
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<templates>
|
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<t t-name="card">
|
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<div class="oe_kanban_card oe_kanban_global_click" style="margin-bottom: 8px;">
|
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<div class="o_kanban_record_body">
|
||||
<!-- Date and time in bold -->
|
||||
<div class="o_kanban_record_title mb-2">
|
||||
<strong>
|
||||
<t t-esc="luxon.DateTime.fromISO(record.date_start.raw_value).setLocale('en').toFormat('d MMMM yyyy')"/> •
|
||||
<t t-esc="luxon.DateTime.fromISO(record.date_start.raw_value).toFormat('HH:mm')"/>
|
||||
</strong>
|
||||
</div>
|
||||
|
||||
<!-- Description full width -->
|
||||
<div class="mb-2">
|
||||
<field name="notes"/>
|
||||
</div>
|
||||
|
||||
<!-- User avatar -->
|
||||
<div t-if="record.user_id.raw_value" class="d-flex align-items-center">
|
||||
<img t-attf-src="/web/image/res.users/{{record.user_id.raw_value}}/avatar_128"
|
||||
class="o_kanban_image_fill_left"
|
||||
width="24" height="24"
|
||||
style="border-radius: 50%;"/>
|
||||
<span class="ml-1 text-muted">
|
||||
<field name="user_id"/>
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
</templates>
|
||||
</kanban>
|
||||
</field>
|
||||
</group>
|
||||
<!-- Requests group will be added by realty_sales module -->
|
||||
<group name="requests_placeholder"/>
|
||||
</group>
|
||||
|
||||
<!-- Third row: Communications (full width) -->
|
||||
<group col="1" string="Communications">
|
||||
<field name="communication_ids" nolabel="1" context="{'default_contact_id': id}">
|
||||
<list editable="bottom">
|
||||
<field name="communication_type_id" options="{'no_create': True}"/>
|
||||
<field name="value"/>
|
||||
<field name="is_preferred" widget="boolean_toggle"/>
|
||||
</list>
|
||||
</field>
|
||||
</group>
|
||||
|
||||
<!-- Fourth row: Calls (full width) - will be added by dsrpt_calls module -->
|
||||
<group col="1" name="calls_section"/>
|
||||
</sheet>
|
||||
<chatter/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Search View -->
|
||||
<record id="view_dsrpt_contact_search" model="ir.ui.view">
|
||||
<field name="name">dsrpt.contact.search</field>
|
||||
<field name="model">dsrpt.contact</field>
|
||||
<field name="arch" type="xml">
|
||||
<search>
|
||||
<field name="name"/>
|
||||
<field name="phone_numbers" string="Phone"
|
||||
filter_domain="[('phone_numbers', 'ilike', self)]"/>
|
||||
<field name="communication_ids" string="Communication"
|
||||
filter_domain="[('communication_ids.value', 'ilike', self)]"/>
|
||||
|
||||
<separator/>
|
||||
<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
|
||||
<separator/>
|
||||
<filter string="Create Date" name="group_create_date" context="{'group_by': 'create_date'}"/>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Simple tree for Many2many tags widget -->
|
||||
<record id="view_dsrpt_contact_communication_tree_simple" model="ir.ui.view">
|
||||
<field name="name">dsrpt.contact.communication.tree.simple</field>
|
||||
<field name="model">dsrpt.contact.communication</field>
|
||||
<field name="arch" type="xml">
|
||||
<list>
|
||||
<field name="communication_type_id"/>
|
||||
<field name="value"/>
|
||||
<field name="is_preferred"/>
|
||||
</list>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Action -->
|
||||
<record id="action_dsrpt_contact" model="ir.actions.act_window">
|
||||
<field name="name">Contacts</field>
|
||||
<field name="res_model">dsrpt.contact</field>
|
||||
<field name="view_mode">list,form</field>
|
||||
<field name="search_view_id" ref="view_dsrpt_contact_search"/>
|
||||
<field name="context">{}</field>
|
||||
<field name="help" type="html">
|
||||
<p class="o_view_nocontent_smiling_face">
|
||||
Create your first contact!
|
||||
</p>
|
||||
<p>
|
||||
Manage your contacts and their communication methods in one place.
|
||||
</p>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Server Actions -->
|
||||
|
||||
<!-- Server Action: Send Need Qualification Event -->
|
||||
<record id="action_server_send_transcription_added" model="ir.actions.server">
|
||||
<field name="name">Send Need Qualification Event</field>
|
||||
<field name="model_id" ref="dsrpt_address_book.model_dsrpt_contact"/>
|
||||
<field name="binding_model_id" ref="dsrpt_address_book.model_dsrpt_contact"/>
|
||||
<field name="binding_view_types">list,form</field>
|
||||
<field name="state">code</field>
|
||||
<field name="code">
|
||||
# Send transcription added event for selected contacts
|
||||
if records:
|
||||
for record in records:
|
||||
# Trigger event - listeners will decide what to do
|
||||
# Send need events based on contact status
|
||||
if record.status == 'awaiting_qualification':
|
||||
record._event('on_need_qualification').notify(record)
|
||||
else:
|
||||
record._event('on_need_request_summary_update').notify(record)
|
||||
record._event('on_need_calendar_event').notify(record)
|
||||
|
||||
# Show notification
|
||||
# Count events sent
|
||||
qualification_count = len([r for r in records if r.status == 'awaiting_qualification'])
|
||||
other_count = len(records) - qualification_count
|
||||
|
||||
message_parts = []
|
||||
if qualification_count:
|
||||
message_parts.append(f"{qualification_count} qualification events")
|
||||
if other_count:
|
||||
message_parts.append(f"{other_count} summary/calendar events")
|
||||
|
||||
message = f"Need events sent: {', '.join(message_parts) if message_parts else 'none'}"
|
||||
action = {
|
||||
'type': 'ir.actions.client',
|
||||
'tag': 'display_notification',
|
||||
'params': {
|
||||
'title': 'Event Sent',
|
||||
'message': message,
|
||||
'type': 'success',
|
||||
'sticky': False,
|
||||
}
|
||||
}
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Server Action: Send Need Summary/Calendar Events -->
|
||||
<record id="action_server_send_context_update" model="ir.actions.server">
|
||||
<field name="name">Send Need Summary/Calendar Events</field>
|
||||
<field name="model_id" ref="dsrpt_address_book.model_dsrpt_contact"/>
|
||||
<field name="binding_model_id" ref="dsrpt_address_book.model_dsrpt_contact"/>
|
||||
<field name="binding_view_types">list,form</field>
|
||||
<field name="state">code</field>
|
||||
<field name="code">
|
||||
# Send context update event for selected contacts
|
||||
if records:
|
||||
for record in records:
|
||||
# Trigger event - ContextUpdatedListener will handle it
|
||||
# Send need events for non-qualifying contacts
|
||||
if record.status != 'awaiting_qualification':
|
||||
record._event('on_need_request_summary_update').notify(record)
|
||||
record._event('on_need_calendar_event').notify(record)
|
||||
|
||||
# Show notification
|
||||
qualified_count = len([r for r in records if r.status == 'awaiting_qualification'])
|
||||
processed_count = len(records) - qualified_count
|
||||
|
||||
message = f"Need events sent for {processed_count} contacts ({qualified_count} skipped - awaiting qualification)"
|
||||
action = {
|
||||
'type': 'ir.actions.client',
|
||||
'tag': 'display_notification',
|
||||
'params': {
|
||||
'title': 'Event Sent',
|
||||
'message': message,
|
||||
'type': 'success',
|
||||
'sticky': False,
|
||||
}
|
||||
}
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Server Action: Change Employee for Contacts -->
|
||||
<record id="action_server_change_employee_contacts" model="ir.actions.server">
|
||||
<field name="name">Change Employee</field>
|
||||
<field name="model_id" ref="dsrpt_address_book.model_dsrpt_contact"/>
|
||||
<field name="binding_model_id" ref="dsrpt_address_book.model_dsrpt_contact"/>
|
||||
<field name="binding_view_types">list</field>
|
||||
<field name="state">code</field>
|
||||
<field name="code">
|
||||
if records:
|
||||
action = {
|
||||
'name': 'Change Employee',
|
||||
'type': 'ir.actions.act_window',
|
||||
'res_model': 'change.employee.wizard',
|
||||
'view_mode': 'form',
|
||||
'target': 'new',
|
||||
'context': {
|
||||
'active_model': 'dsrpt.contact',
|
||||
'active_ids': records.ids,
|
||||
'default_model_name': 'dsrpt.contact',
|
||||
'default_field_name': 'user_id'
|
||||
}
|
||||
}
|
||||
action = action
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Server Action: Recompute Next Contact -->
|
||||
<record id="action_server_recompute_next_contact" model="ir.actions.server">
|
||||
<field name="name">Recompute "Next Contact"</field>
|
||||
<field name="model_id" ref="dsrpt_address_book.model_dsrpt_contact"/>
|
||||
<field name="binding_model_id" ref="dsrpt_address_book.model_dsrpt_contact"/>
|
||||
<field name="binding_view_types">list</field>
|
||||
<field name="state">code</field>
|
||||
<field name="code">
|
||||
if records:
|
||||
action = records[0].recompute_next_contact_all()
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
43
odoo/addons/dsrpt_address_book/views/menu.xml
Normal file
43
odoo/addons/dsrpt_address_book/views/menu.xml
Normal file
@@ -0,0 +1,43 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
<!-- Main Menu -->
|
||||
<menuitem id="menu_dsrpt_address_book_root"
|
||||
name="Address Book"
|
||||
sequence="50"
|
||||
web_icon="dsrpt_address_book,static/description/icon.png"/>
|
||||
|
||||
<!-- Contacts Menu -->
|
||||
<menuitem id="menu_dsrpt_contacts"
|
||||
name="Contacts"
|
||||
parent="menu_dsrpt_address_book_root"
|
||||
action="action_dsrpt_contact"
|
||||
sequence="20"/>
|
||||
|
||||
<!-- Contact Events Calendar -->
|
||||
<menuitem id="menu_dsrpt_contact_events"
|
||||
name="Calendar"
|
||||
parent="menu_dsrpt_address_book_root"
|
||||
action="action_contact_event"
|
||||
sequence="10"/>
|
||||
|
||||
|
||||
<!-- Configuration Menu -->
|
||||
<menuitem id="menu_dsrpt_address_book_config"
|
||||
name="Configuration"
|
||||
parent="menu_dsrpt_address_book_root"
|
||||
sequence="100"/>
|
||||
|
||||
<!-- Communication Types Menu -->
|
||||
<menuitem id="menu_dsrpt_communication_types"
|
||||
name="Communication Types"
|
||||
parent="menu_dsrpt_address_book_config"
|
||||
action="action_dsrpt_communication_type"
|
||||
sequence="10"/>
|
||||
|
||||
<!-- Contact Sources Menu -->
|
||||
<menuitem id="menu_contact_sources"
|
||||
name="Contact Sources"
|
||||
parent="menu_dsrpt_address_book_config"
|
||||
action="action_contact_source"
|
||||
sequence="20"/>
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user