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[MIG] crm_phonecall: Migration to 17.0
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peluko00 committed Dec 1, 2023
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60 changes: 31 additions & 29 deletions crm_phonecall/README.rst
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Expand Up @@ -17,13 +17,13 @@ CRM Phone Calls
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/16.0/crm_phonecall
:target: https://github.com/OCA/crm/tree/17.0/crm_phonecall
:alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_phonecall
:target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_phonecall
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|
Expand All @@ -40,64 +40,66 @@ Usage

To use this module, you need to:

#. Go to *CRM > Phone Calls > Logged Calls > New*.
#. If your user has *Show Scheduled Calls Menu* permission, you will see
1. Go to *CRM > Phone Calls > Logged Calls > New*.
2. If your user has *Show Scheduled Calls Menu* permission, you will see
scheduled calls menu too.
#. In any moment you can schedule another call, schedule a meeting or convert
call contact to opportunity.
#. Calls can be categorized and you can manage categories in *CRM >
3. In any moment you can schedule another call, schedule a meeting or
convert call contact to opportunity.
4. Calls can be categorized and you can manage categories in *CRM >
Configuration > Phone Calls > Categories*.
#. Calls can be analyzed in *CRM > Reporting > Phone Calls Analysis*.
5. Calls can be analyzed in *CRM > Reporting > Phone Calls Analysis*.

Known issues / Roadmap
======================

* Simplify the function schedule_another_phonecall returning always a recordset
- Simplify the function schedule_another_phonecall returning always a
recordset

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_phonecall%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_phonecall%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~
-------

* Odoo S.A.
* Tecnativa

Contributors
~~~~~~~~~~~~
------------

* Odoo S.A.
* `Tecnativa <https://www.tecnativa.com>`_

* Vicent Cubells
* Jairo Llopis
* David Vidal
* Alexandre Díaz
* Stefan Ungureanu
- Odoo S.A.
- `Tecnativa <https://www.tecnativa.com>`__

* RIDA YAHLA <[email protected]>
- Vicent Cubells
- Jairo Llopis
- David Vidal
- Alexandre Díaz
- Stefan Ungureanu

* Anand Kansagra <[email protected]>
- RIDA YAHLA <[email protected]>
- Anand Kansagra <[email protected]>
- `Druidoo <https://www.druidoo.io>`__

* `Druidoo <https://www.druidoo.io>`_
- Iván Todorovich <[email protected]>
- Manuel Marquez <[email protected]>

* Iván Todorovich <[email protected]>
* Manuel Marquez <[email protected]>
- Ruchir Shukla <[email protected]>
- `APSL <https://apsl.tech>`__:

* Ruchir Shukla <ruchir@bizzappdev.com>
- Antoni Marroig <toni.marroig1@gmail.com>

Maintainers
~~~~~~~~~~~
-----------

This module is maintained by the OCA.

Expand All @@ -109,6 +111,6 @@ OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_phonecall>`_ project on GitHub.
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_phonecall>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 1 addition & 1 deletion crm_phonecall/__manifest__.py
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Expand Up @@ -3,7 +3,7 @@

{
"name": "CRM Phone Calls",
"version": "16.0.1.1.0",
"version": "17.0.1.0.0",
"category": "Customer Relationship Management",
"author": "Odoo S.A., Tecnativa, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/crm",
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3 changes: 3 additions & 0 deletions crm_phonecall/pyproject.toml
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@@ -0,0 +1,3 @@
[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
15 changes: 15 additions & 0 deletions crm_phonecall/readme/CONTRIBUTORS.md
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@@ -0,0 +1,15 @@
- Odoo S.A.
- [Tecnativa](https://www.tecnativa.com)
- Vicent Cubells
- Jairo Llopis
- David Vidal
- Alexandre Díaz
- Stefan Ungureanu
- RIDA YAHLA \<<[email protected]>\>
- Anand Kansagra \<<[email protected]>\>
- [Druidoo](https://www.druidoo.io)
- Iván Todorovich \<<[email protected]>\>
- Manuel Marquez \<<[email protected]>\>
- Ruchir Shukla \<<[email protected]>\>
- [APSL](https://apsl.tech):
- Antoni Marroig \<<[email protected]>\>
19 changes: 0 additions & 19 deletions crm_phonecall/readme/CONTRIBUTORS.rst

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2 changes: 2 additions & 0 deletions crm_phonecall/readme/ROADMAP.md
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@@ -0,0 +1,2 @@
- Simplify the function schedule_another_phonecall returning always a
recordset
1 change: 0 additions & 1 deletion crm_phonecall/readme/ROADMAP.rst

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10 changes: 10 additions & 0 deletions crm_phonecall/readme/USAGE.md
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@@ -0,0 +1,10 @@
To use this module, you need to:

1. Go to *CRM \> Phone Calls \> Logged Calls \> New*.
2. If your user has *Show Scheduled Calls Menu* permission, you will
see scheduled calls menu too.
3. In any moment you can schedule another call, schedule a meeting or
convert call contact to opportunity.
4. Calls can be categorized and you can manage categories in *CRM \>
Configuration \> Phone Calls \> Categories*.
5. Calls can be analyzed in *CRM \> Reporting \> Phone Calls Analysis*.
10 changes: 0 additions & 10 deletions crm_phonecall/readme/USAGE.rst

This file was deleted.

17 changes: 11 additions & 6 deletions crm_phonecall/static/description/index.html
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Expand Up @@ -369,7 +369,7 @@ <h1 class="title">CRM Phone Calls</h1>
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:cf4a0d7435295b9514f8e21035ca71ca4f9253e50121b723f9c293cec34b3509
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/16.0/crm_phonecall"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_phonecall"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/17.0/crm_phonecall"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_phonecall"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module allows to manage phone calls in order to analyze them.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
Expand All @@ -392,8 +392,8 @@ <h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
<li>Go to <em>CRM &gt; Phone Calls &gt; Logged Calls &gt; New</em>.</li>
<li>If your user has <em>Show Scheduled Calls Menu</em> permission, you will see
scheduled calls menu too.</li>
<li>In any moment you can schedule another call, schedule a meeting or convert
call contact to opportunity.</li>
<li>In any moment you can schedule another call, schedule a meeting or
convert call contact to opportunity.</li>
<li>Calls can be categorized and you can manage categories in <em>CRM &gt;
Configuration &gt; Phone Calls &gt; Categories</em>.</li>
<li>Calls can be analyzed in <em>CRM &gt; Reporting &gt; Phone Calls Analysis</em>.</li>
Expand All @@ -402,15 +402,16 @@ <h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#toc-entry-2">Known issues / Roadmap</a></h1>
<ul class="simple">
<li>Simplify the function schedule_another_phonecall returning always a recordset</li>
<li>Simplify the function schedule_another_phonecall returning always a
recordset</li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_phonecall%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_phonecall%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
Expand Down Expand Up @@ -442,6 +443,10 @@ <h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
</ul>
</li>
<li>Ruchir Shukla &lt;<a class="reference external" href="mailto:ruchir&#64;bizzappdev.com">ruchir&#64;bizzappdev.com</a>&gt;</li>
<li><a class="reference external" href="https://apsl.tech">APSL</a>:<ul>
<li>Antoni Marroig &lt;<a class="reference external" href="mailto:toni.marroig1&#64;gmail.com">toni.marroig1&#64;gmail.com</a>&gt;</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="maintainers">
Expand All @@ -451,7 +456,7 @@ <h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/16.0/crm_phonecall">OCA/crm</a> project on GitHub.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/17.0/crm_phonecall">OCA/crm</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
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10 changes: 4 additions & 6 deletions crm_phonecall/views/crm_phonecall_view.xml
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Expand Up @@ -41,15 +41,14 @@
<button
icon="fa-calendar"
name="action_make_meeting"
states="open,pending"
invisible="state not in ['open', 'pending']"
string="Meeting"
type="object"
/>
<button
attrs="{'invisible':[('opportunity_id','!=',False)]}"
invisible="opportunity_id or state not in ['open', 'pending']"
icon="fa-hand-pointer-o"
name="action_button_convert2opportunity"
states="open,pending"
string="Convert to Opportunity"
type="object"
/>
Expand Down Expand Up @@ -78,7 +77,7 @@
<sheet string="Phone Call">
<div class="oe_button_box" name="button_box">
<button
attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"
invisible="opportunity_id or state not in ['open', 'done']"
class="oe_stat_button"
help="Convert To Opportunity"
icon="fa-star"
Expand Down Expand Up @@ -221,10 +220,9 @@
type="object"
/>
<button
attrs="{'invisible':[('opportunity_id','!=',False)]}"
invisible="opportunity_id or state != 'open' or state != 'pending'"
icon="fa-hand-pointer-o"
name="action_button_convert2opportunity"
states="open,pending"
string="Convert to Opportunity"
type="object"
/>
Expand Down
32 changes: 9 additions & 23 deletions crm_phonecall/views/res_config_settings_views.xml
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Expand Up @@ -5,29 +5,15 @@
<field name="model">res.config.settings</field>
<field name="inherit_id" ref="crm.res_config_settings_view_form" />
<field name="arch" type="xml">
<div data-string="CRM" position="inside">
<h2>Phonecalls</h2>
<div class="row mt16 o_settings_container">
<div class="col-lg-6 o_setting_box">
<div class="o_setting_left_pane">
<field name="group_show_form_view" />
</div>
<div
class="o_setting_right_pane"
id="crm_phonecall_show_form_settings"
>
<label
for="group_show_form_view"
string="Enable form view for phone calls"
/>
<div class="text-muted">
By default form view is disabled for calls, with this
setting it is enabled for all users.
</div>
</div>
</div>
</div>
</div>
<xpath expr="//app[@name='crm']" position="inside">
<block title="Phonecalls" name="o_settings_container">
<setting
help="By default form view is disabled for calls, with this setting it is enabled for all users."
>
<field name="group_show_form_view" />
</setting>
</block>
</xpath>
</field>
</record>
</odoo>
8 changes: 4 additions & 4 deletions crm_phonecall/wizard/crm_phonecall_to_phonecall_view.xml
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Expand Up @@ -8,13 +8,13 @@
<group>
<group>
<field name="action" />
<field attrs="{'readonly': [(1,'=',1)]}" name="partner_id" />
<field readonly="1" name="partner_id" />
<field groups="sales_team.group_sale_salesman" name="team_id" />
</group>
<group>
<field name="name" />
<field
attrs="{'invisible': [('action','=','log')]}"
invisible="action == 'log'"
name="date"
string="Planned Date"
/>
Expand All @@ -27,14 +27,14 @@
</group>
<footer>
<button
attrs="{'invisible' : [('action', '!=', 'log')]}"
invisible="action != 'log'"
class="oe_highlight"
name="action_schedule"
string="Log Call"
type="object"
/>
<button
attrs="{'invisible' : [('action', '!=', 'schedule')]}"
invisible="action != 'schedule'"
class="oe_highlight"
name="action_schedule"
string="Schedule Call"
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