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Merge pull request #20 from savoirfairelinux/partner_contact_management 

Base contact by function
pull/70/head
Nicolas Bessi (nbessi) 10 years ago
parent
2b1a15a332 bff4fbeaa7
commit
a120d6e8ec
23 changed files with 2236 additions and 0 deletions
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  1. 28
      base_contact_function/__init__.py
  2. 73
      base_contact_function/__openerp__.py
  3. 265
      base_contact_function/i18n/base_contact_function.pot
  4. 290
      base_contact_function/i18n/fr.po
  5. 97
      base_contact_function/res_partner.py
  6. 59
      base_contact_function/res_partner_category.py
  7. 47
      base_contact_function/res_partner_category_function.py
  8. 54
      base_contact_function/res_partner_category_view.xml
  9. 51
      base_contact_function/res_partner_function.py
  10. 43
      base_contact_function/res_partner_function_view.xml
  11. 527
      base_contact_function/res_partner_view.xml
  12. 3
      base_contact_function/security/ir.model.access.csv
  13. 31
      base_contact_function/tests/__init__.py
  14. 105
      base_contact_function/tests/test_functions.py
  15. 193
      base_contact_function/tests/test_partner_category.py
  16. 23
      base_contact_function_partner_firstname/__init__.py
  17. 51
      base_contact_function_partner_firstname/__openerp__.py
  18. 27
      base_contact_function_partner_firstname/i18n/base_contact_function_partner_firstname.pot
  19. 27
      base_contact_function_partner_firstname/i18n/fr.po
  20. 82
      base_contact_function_partner_firstname/res_partner.py
  21. 76
      base_contact_function_partner_firstname/res_partner_view.xml
  22. 27
      base_contact_function_partner_firstname/tests/__init__.py
  23. 57
      base_contact_function_partner_firstname/tests/test_partner.py

28
base_contact_function/__init__.py
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# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
from . import (
res_partner,
res_partner_function,
res_partner_category,
res_partner_category_function,
)

73
base_contact_function/__openerp__.py
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# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
{
'name': 'Contact by Function',
'version': '1.0',
'author': 'Savoir-faire Linux',
'maintainer': 'Savoir-faire Linux',
'website': 'http://www.savoirfairelinux.com',
'category': 'Customer Relationship Management',
'description': """
Contacts by Functions
=====================
This module allows you to manage contacts by functions.
A person can occupy many job positions in many organizations and you may need
to retrieve all your contacts for a given job position.
This module replaces the single "job position" field on a contact and gives
the possibility to declare many functions (i.e job positions) for a contact.
You can also manage the functions on the organization
(res.partner is_company=True) itself.
To retrieve contacts by functions, categories (tags) are used in order to group
similar functions in a single category. Within a category, you can declare
the sequence of functions so you could use this sequence to sort the contacts
of this category by their function.
When you have functions for your contacts and functions for the categories you
can tag the contacts (manually or automatically with the segmentation tool) and
search with the tag name.
E.g.:
You may need to have a category such as 'Head of State' to quickly identify
contacts that occupies the functions 'President', 'Prime minister' or 'King'.
For protocol reasons, you may want to have 'Kings' sorted first.
Contributors
------------
* El Hadji Dem (elhadji.dem@savoirfairelinux.com)
* Sandy Carter (sandy.carter@savoirfairelinux.com)
""",
'depends': [
'base_contact',
],
'data': [
'res_partner_function_view.xml',
'res_partner_category_view.xml',
'res_partner_view.xml',
'security/ir.model.access.csv',
],
'installable': True,
}

265
base_contact_function/i18n/base_contact_function.pot
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# Translation of OpenERP Server.
# This file contains the translation of the following modules:
# * base_contact_function
#
msgid ""
msgstr ""
"Project-Id-Version: OpenERP Server 7.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2014-10-31 16:24+0000\n"
"PO-Revision-Date: 2014-10-31 16:24+0000\n"
"Last-Translator: <>\n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: base_contact_function
#: field:res.partner.category.function,category_id:0
msgid "Category"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "City"
msgstr ""
#. module: base_contact_function
#: model:ir.actions.act_window,name:base_contact_function.action_function_tree_list
#: view:res.partner:0
#: field:res.partner,function_ids:0
#: view:res.partner.category:0
#: field:res.partner.category,category_function_ids:0
#: field:res.partner.category.function,function_id:0
#: view:res.partner.function:0
#: field:res.partner.function,partner_ids:0
msgid "Functions"
msgstr ""
#. module: base_contact_function
#: model:ir.model,name:base_contact_function.model_res_partner_category_function
msgid "Partner Category Function"
msgstr ""
#. module: base_contact_function
#: model:ir.actions.act_window,name:base_contact_function.action_partner_contact_form
msgid "Contacts"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Street..."
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "State"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "e.g. Sales Director"
msgstr ""
#. module: base_contact_function
#: model:ir.model,name:base_contact_function.model_res_partner_function
msgid "Partner Function"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Tags..."
msgstr ""
#. module: base_contact_function
#: field:res.partner,start_date:0
msgid "Start date"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Parent Organism"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Fax:"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
#: view:res.partner.category:0
#: view:res.partner.function:0
msgid "Function"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Fax"
msgstr ""
#. module: base_contact_function
#: field:res.partner.function,acronym:0
msgid "Acronym"
msgstr ""
#. module: base_contact_function
#: field:res.partner,other_contact_history_ids:0
msgid "unknown"
msgstr ""
#. module: base_contact_function
#: model:ir.actions.act_window,name:base_contact_function.action_partner_customer_form
msgid "Company"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "History (Functions)"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Tag"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Address"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Use Organisation Address"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "have the same form for contact and other postions"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Phone:"
msgstr ""
#. module: base_contact_function
#: field:res.partner.function,name:0
msgid "Name"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "ZIP"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Country"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Select Functions for this Organisation"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Is an Organism"
msgstr ""
#. module: base_contact_function
#: field:res.partner,function_id:0
msgid "Position Occupied"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Contact"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Parent Organisation"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Mobile:"
msgstr ""
#. module: base_contact_function
#: model:ir.model,name:base_contact_function.model_res_partner_category
msgid "Partner Categories"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Organism"
msgstr ""
#. module: base_contact_function
#: help:res.partner,naming:0
msgid "Naming."
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "History"
msgstr ""
#. module: base_contact_function
#: field:res.partner,end_date:0
msgid "End date"
msgstr ""
#. module: base_contact_function
#: view:res.partner.category:0
msgid "Add function"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Bank Details"
msgstr ""
#. module: base_contact_function
#: field:res.partner.category.function,sequence:0
msgid "Sequence"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "Bank Accounts"
msgstr ""
#. module: base_contact_function
#: view:res.partner:0
msgid "No, Street, Apartment/Office"
msgstr ""
#. module: base_contact_function
#: help:res.partner.category.function,sequence:0
msgid "Used to order"
msgstr ""
#. module: base_contact_function
#: help:res.partner.function,acronym:0
msgid "Acronym of function."
msgstr ""
#. module: base_contact_function
#: help:res.partner.function,name:0
msgid "Name of function."
msgstr ""
#. module: base_contact_function
#: model:ir.model,name:base_contact_function.model_res_partner
msgid "Partner"
msgstr ""
#. module: base_contact_function
#: field:res.partner,naming:0
msgid "Naming"
msgstr ""

290
base_contact_function/i18n/fr.po
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# Translation of OpenERP Server.
# This file contains the translation of the following modules:
# * base_contact_function
#
msgid ""
msgstr ""
"Project-Id-Version: OpenERP Server 7.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2014-10-31 16:24+0000\n"
"PO-Revision-Date: 2014-10-31 12:25-0500\n"
"Last-Translator: Sandy Carter <sandy.carter@savoirfairelinux.com>\n"
"Language-Team: \n"
"Language: fr\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Plural-Forms: \n"
"X-Generator: Poedit 1.6.10\n"
#. module: base_contact_function
#: field:res.partner.category.function,category_id:0
msgid "Category"
msgstr "Catégorie"
#. module: base_contact_function
#: view:res.partner:0
msgid "City"
msgstr "Ville"
#. module: base_contact_function
#: model:ir.actions.act_window,name:base_contact_function.action_function_tree_list
#: view:res.partner:0 field:res.partner,function_ids:0
#: view:res.partner.category:0
#: field:res.partner.category,category_function_ids:0
#: field:res.partner.category.function,function_id:0
#: view:res.partner.function:0 field:res.partner.function,partner_ids:0
msgid "Functions"
msgstr "Fonctions"
#. module: base_contact_function
#: model:ir.model,name:base_contact_function.model_res_partner_category_function
msgid "Partner Category Function"
msgstr "Fonction de la catégorie du partenaire"
#. module: base_contact_function
#: model:ir.actions.act_window,name:base_contact_function.action_partner_contact_form
msgid "Contacts"
msgstr "Contacts"
#. module: base_contact_function
#: view:res.partner:0
msgid "Street..."
msgstr "Rue..."
#. module: base_contact_function
#: view:res.partner:0
msgid "State"
msgstr "Etat"
#. module: base_contact_function
#: view:res.partner:0
msgid "e.g. Sales Director"
msgstr "ex: Directeur de vente"
#. module: base_contact_function
#: model:ir.model,name:base_contact_function.model_res_partner_function
msgid "Partner Function"
msgstr "Fonction du partenaire"
#. module: base_contact_function
#: view:res.partner:0
msgid "Tags..."
msgstr "Etiquettes..."
#. module: base_contact_function
#: field:res.partner,start_date:0
msgid "Start date"
msgstr "Date de début"
#. module: base_contact_function
#: view:res.partner:0
msgid "Parent Organism"
msgstr "Organisme parent"
#. module: base_contact_function
#: view:res.partner:0
msgid "Fax:"
msgstr "Télécopie :"
#. module: base_contact_function
#: view:res.partner:0 view:res.partner.category:0 view:res.partner.function:0
msgid "Function"
msgstr "Fonction"
#. module: base_contact_function
#: view:res.partner:0
msgid "Fax"
msgstr "Télécopie"
#. module: base_contact_function
#: field:res.partner.function,acronym:0
msgid "Acronym"
msgstr "Acronyme"
#. module: base_contact_function
#: field:res.partner,other_contact_history_ids:0
msgid "unknown"
msgstr "inconnu"
#. module: base_contact_function
#: model:ir.actions.act_window,name:base_contact_function.action_partner_customer_form
msgid "Company"
msgstr "Organisme"
#. module: base_contact_function
#: view:res.partner:0
msgid "History (Functions)"
msgstr "Historique (Fonctions)"
#. module: base_contact_function
#: view:res.partner:0
msgid "Tag"
msgstr "Etiquette"
#. module: base_contact_function
#: view:res.partner:0
msgid "Address"
msgstr "Adresse"
#. module: base_contact_function
#: view:res.partner:0
msgid "Use Organisation Address"
msgstr "Utiliser l'adresse de l'organisme"
#. module: base_contact_function
#: view:res.partner:0
msgid "have the same form for contact and other postions"
msgstr "Avoir le même formulaire de contact et d'autres postions"
#. module: base_contact_function
#: view:res.partner:0
msgid "Phone:"
msgstr "Téléphone:"
#. module: base_contact_function
#: field:res.partner.function,name:0
msgid "Name"
msgstr "Nom"
#. module: base_contact_function
#: view:res.partner:0
msgid "ZIP"
msgstr "Code postal"
#. module: base_contact_function
#: view:res.partner:0
msgid "Country"
msgstr "Pays"
#. module: base_contact_function
#: view:res.partner:0
msgid "Select Functions for this Organisation"
msgstr "Sélectionner les fonctions de cet organisme"
#. module: base_contact_function
#: view:res.partner:0
msgid "Is an Organism"
msgstr "Est un Organisme"
#. module: base_contact_function
#: field:res.partner,function_id:0
msgid "Position Occupied"
msgstr "Fonction Occupée"
#. module: base_contact_function
#: view:res.partner:0
msgid "Contact"
msgstr "Contact"
#. module: base_contact_function
#: view:res.partner:0
msgid "Parent Organisation"
msgstr "Organisme parent"
#. module: base_contact_function
#: view:res.partner:0
msgid "Mobile:"
msgstr "Portable :"
#. module: base_contact_function
#: model:ir.model,name:base_contact_function.model_res_partner_category
msgid "Partner Categories"
msgstr "Catégories de partenaires"
#. module: base_contact_function
#: view:res.partner:0
msgid "Organism"
msgstr "Organisme"
#. module: base_contact_function
#: help:res.partner,naming:0
msgid "Naming."
msgstr "Appellation"
#. module: base_contact_function
#: view:res.partner:0
msgid "History"
msgstr "Historique"
#. module: base_contact_function
#: field:res.partner,end_date:0
msgid "End date"
msgstr "Date de fin"
#. module: base_contact_function
#: view:res.partner.category:0
msgid "Add function"
msgstr "Ajouter fonction"
#. module: base_contact_function
#: view:res.partner:0
msgid "Bank Details"
msgstr "Coordonnées bancaires"
#. module: base_contact_function
#: field:res.partner.category.function,sequence:0
msgid "Sequence"
msgstr "Séquence"
#. module: base_contact_function
#: view:res.partner:0
msgid "Bank Accounts"
msgstr "Comptes bancaires"
#. module: base_contact_function
#: view:res.partner:0
msgid "No, Street, Apartment/Office"
msgstr "No, Rue, Appartement/Bureau"
#. module: base_contact_function
#: help:res.partner.category.function,sequence:0
msgid "Used to order"
msgstr "Permet d'ordonner"
#. module: base_contact_function
#: help:res.partner.function,acronym:0
msgid "Acronym of function."
msgstr "Acronyme de la fonction."
#. module: base_contact_function
#: help:res.partner.function,name:0
msgid "Name of function."
msgstr "Nom de la fonction."
#. module: base_contact_function
#: model:ir.model,name:base_contact_function.model_res_partner
msgid "Partner"
msgstr "Partenaire"
#. module: base_contact_function
#: field:res.partner,naming:0
msgid "Naming"
msgstr "Appellation"
#~ msgid "institution"
#~ msgstr "institution"
#~ msgid "Add functions for this institution"
#~ msgstr "Ajouter des fonctions de cette institution"
#~ msgid "Name already exists"
#~ msgstr "Le nom existe déjà"
#~ msgid "InstitutionsForm"
#~ msgstr "InstitutionsForm"
#~ msgid "Name of institution."
#~ msgstr "Nom de l'institution."
#~ msgid "Institution"
#~ msgstr "Institution"
#~ msgid "Used to order the institutions"
#~ msgstr "Permet d'ordonner les institutions"
#~ msgid "Institution Function"
#~ msgstr "Fonction de l'institution"
#~ msgid "Institutions"
#~ msgstr "Institutions"

97
base_contact_function/res_partner.py
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# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
import time
from openerp.osv import orm, fields
class res_partner(orm.Model):
"""
Inherits partner and adds function_ids : List of functions
"""
_inherit = 'res.partner'
def onchange_partner_function(self, cr, uid, ids, part, context=None):
partner_pool = self.pool['res.partner']
if not part:
return {'value': None}
partner_ids = partner_pool.search(cr, uid, [('id', '=', part)])
function_ids = partner_pool.browse(
cr, uid, partner_ids, context=context)[0].function_ids
result = []
if function_ids:
for line in function_ids:
result.append(line.id)
dom = {'function_id': [('id', 'in', result)]}
return {'domain': dom}
def _get_history_lines(self, cr, uid, ids, name, arg, context=None):
res = {}
res_partner_pool = self.pool.get('res.partner')
for record in self.browse(cr, uid, ids, context=context):
if record.is_company:
return res
contact_ids = res_partner_pool.search(
cr, uid, [
('contact_id', '=', record.id),
('active', '=', False),
], context=context
)
res[record.id] = [
x.id for x in res_partner_pool.browse(cr, uid, contact_ids)
if x.end_date and x.end_date <= time.strftime('%Y-%m-%d')
]
return res
_columns = {
'function_ids': fields.many2many(
'res.partner.function',
'function_partner_rel',
'partner_id',
'function_id',
'Functions',
),
'start_date': fields.date('Start date'),
'end_date': fields.date('End date'),
'naming': fields.char(
'Naming',
help="Naming.",
),
'function_id': fields.many2one(
'res.partner.function',
'Position Occupied',
),
'other_contact_history_ids': fields.function(
_get_history_lines,
relation="res.partner",
method=True,
type="one2many",
),
# Replace company by Organisation
'use_parent_address': fields.boolean(
'Use Organisation Address',
help="Select this if you want to set organisation's address "
"information for this contact",
),
}

59
base_contact_function/res_partner_category.py
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# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
from openerp.osv import orm, fields
class res_partner_category(orm.Model):
"""
Inherits partner_category
"""
_inherit = 'res.partner.category'
_columns = {
'category_function_ids': fields.one2many(
'res.partner.category.function',
'category_id',
'Functions'
),
}
def name_search(self, cr, user, name='', args=None, operator='ilike',
context=None, limit=100):
if not args:
args = []
if not context:
context = {}
if name:
name = name.split(' / ')[-1]
ids = self.search(cr, user, [('name', operator, name)] + args,
limit=limit, context=context)
if ids:
child_ids = self.search(
cr, user, [('parent_id', 'child_of', ids)],
limit=limit, context=context)
if child_ids:
ids.extend(child_ids)
# Remove duplicates and respect limit
ids = list(set(ids))[:limit]
else:
ids = self.search(cr, user, args, limit=limit, context=context)
return self.name_get(cr, user, ids, context)

47
base_contact_function/res_partner_category_function.py
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# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
from openerp.osv import orm, fields
class res_partner_category_function(orm.Model):
"""
Adds this class to link category and functions
"""
_description = 'Partner Category Function'
_name = 'res.partner.category.function'
_order = 'sequence asc'
_columns = {
'function_id': fields.many2one(
'res.partner.function',
'Functions',
required='True',
),
'sequence': fields.integer(
'Sequence',
help="Used to order",
),
'category_id': fields.many2one(
'res.partner.category',
'Category',
),
}

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base_contact_function/res_partner_category_view.xml
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<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<record id="view_partner_category_form_admin" model="ir.ui.view">
<field name="name">List Form</field>
<field name="model">res.partner.category</field>
<field name="arch" type="xml">
<tree string="List">
<field name="complete_name"/>
</tree>
</field>
</record>
<record id="view_partner_category_list_admin" model="ir.ui.view">
<field name="name">List Tree</field>
<field name="model">res.partner.category</field>
<field name="field_parent">child_ids</field>
<field name="arch" type="xml">
<tree string="List">
<field name="name"/>
</tree>
</field>
</record>
<record id="partner_category_action" model="ir.actions.act_window">
<field name="name">List</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">res.partner.category</field>
<field name="domain">[('parent_id','=',False)]</field>
<field name="view_type">tree</field>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_partner_category_list_admin"/>
<field name="help" type="html">
<p>
Here is a list of all your partners classified by category.
</p>
</field>
</record>
<menuitem id="menu_partner_category_list_form"
name="Category Lists"
parent="mail.mail_my_stuff"
sequence="30"
action="base.action_partner_category_form"/>
<menuitem id="menu_partner_category"
name="Category Lists Tree"
action="partner_category_action"
parent="mail.mail_my_stuff"
sequence="40" />
</data>
</openerp>

51
base_contact_function/res_partner_function.py
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# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
from openerp.osv import fields, orm
class res_partner_function(orm.Model):
_description = 'Partner Function'
_name = 'res.partner.function'
_columns = {
'name': fields.char(
'Name',
required=True,
select=True,
translate=True,
help='Name of function.',
),
'acronym': fields.char(
'Acronym',
size=50,
select=True,
translate=True,
help='Acronym of function.',
),
'partner_ids': fields.many2many(
'res.partner',
'function_partner_rel',
'function_id',
'partner_id',
'Functions',
),
}

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base_contact_function/res_partner_function_view.xml
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<?xml version="1.0" ?>
<openerp>
<data>
<!-- Tree Views functions-->
<record id="function_tree_view" model="ir.ui.view">
<field name="name">Function Tree View</field>
<field name="model">res.partner.function</field>
<field name="arch" type="xml">
<tree string="Functions" version="7.0">
<field name="name"/>
<field name="acronym"/>
</tree>
</field>
</record>
<!-- Form Views functions-->
<record id="function_form_view" model="ir.ui.view">
<field name="name">Function Form View</field>
<field name="model">res.partner.function</field>
<field name="arch" type="xml">
<form string="Function" version="7.0" >
<group col="4">
<field name="name"/>
<field name="acronym"/>
</group>
</form>
</field>
</record>
<!-- Actions -->
<record id="action_function_tree_list" model="ir.actions.act_window">
<field name="name">Functions</field>
<field name="view_id" ref="function_tree_view"/>
<field name="res_model">res.partner.function</field>
<field name="view_mode">tree,form</field>
</record>
</data>
</openerp>

527
base_contact_function/res_partner_view.xml
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<?xml version = "1.0" encoding="utf-8"?>
<openerp>
<data>
<!--Add list of functions in partner view-->
<record id="view_contact_by_function_form" model="ir.ui.view">
<field name="name">contact.functions.form.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<field name="use_parent_address" position="replace">
<field name="use_parent_address"
class="oe_edit_only oe_inline"
on_change="onchange_address(use_parent_address, parent_id)"
attrs="{'invisible': [('parent_id','=', False),('use_parent_address','=',False)]}"
string="Use Organisation Address"/>
</field>
<label for="use_parent_address" position="replace">
<label for="use_parent_address"
class="oe_edit_only"
attrs="{'invisible': [('parent_id','=', False),('use_parent_address','=',False)]}"
string="Use Organisation Address"/>
</label>
<!--Add ')' at the end of 'Is an Organism?'-->
<label for="is_company" position="replace">
<label for="is_company" string="Is an Organism"/>)
</label>
<!--Replace Street placeholder by No, Street, Apartment/Office-->
<field name="street" position="attributes">
<attribute name="placeholder">No, Street, Apartment/Office</attribute>
</field>
<field name="fax" position="attributes">
<attribute name="string">Fax</attribute>
</field>
<notebook position="inside">
<page string="Functions"
attrs="{'invisible': [('is_company','=',False), ('child_ids', '=', [])]}"
autofocus="autofocus">
<separator string="Select Functions for this Organisation"/>
<field name="function_ids"/>
</page>
<page string="History (Functions)" attrs="{'invisible': ['|','|',('is_company','=',True),('contact_id','!=',False),('other_contact_history_ids','=',[])]}">
<separator string="History"/>
<field name="other_contact_history_ids" mode="kanban"
attrs="{'invisible': [('other_contact_history_ids','=',False)]}">
<kanban>
<field name="color"/>
<field name="name"/>
<field name="title"/>
<field name="email"/>
<field name="parent_id" string="Organism"/>
<field name="is_company"/>
<field name="function_id" string="Function"/>
<field name="phone"/>
<field name="street"/>
<field name="street2"/>
<field name="zip"/>
<field name="city"/>
<field name="country_id"/>
<field name="mobile"/>
<field name="fax"/>
<field name="state_id"/>
<field name="has_image"/>
<templates>
<t t-name="kanban-box">
<div class="oe_kanban_vignette oe_semantic_html_override">
<a type="open">
<t t-if="record.has_image.raw_value === true">
<img t-att-src="kanban_image('res.partner', 'image_small', record.id.value)"
class="oe_kanban_image"/>
</t>
<t t-if="record.has_image.raw_value === false">
<t t-if="record.is_company.raw_value === true">
<img t-att-src='_s + "/base/static/src/img/company_image.png"'
class="oe_kanban_image"/>
</t>
<t t-if="record.is_company.raw_value === false">
<img t-att-src='_s + "/base/static/src/img/avatar.png"'
class="oe_kanban_image"/>
</t>
</t>
</a>
<div class="oe_kanban_details">
<h4 class="oe_partner_heading">
<a type="open">
<field name="name"/>
</a>
</h4>
<div class="oe_kanban_partner_categories"/>
<div class="oe_kanban_partner_links"/>
<ul>
<li t-if="!record.parent_id.raw_value and record.function_id.raw_value">
<field name="function_id"/>
</li>
<li t-if="record.parent_id.raw_value and record.function_id.raw_value">
<field name="function_id"/>
,
<field name="parent_id"/>
</li>
<li t-if="record.city.raw_value and !record.country.raw_value">
<field name="city"/>
</li>
<li t-if="!record.city.raw_value and record.country.raw_value">
<field name="country"/>
</li>
<li t-if="record.city.raw_value and record.country.raw_value">
<field name="city"/>
,
<field name="country"/>
</li>
<li t-if="record.email.raw_value">
<a t-attf-href="mailto:#{record.email.raw_value}">
<field name="email"/>
</a>
</li>
</ul>
</div>
</div>
</t>
</templates>
</kanban>
<form string="Contact" version="7.0">
<sheet>
<field name="image" widget='image' class="oe_avatar oe_left"
options='{"preview_image": "image_medium"}'/>
<div class="oe_title">
<label for="name" class="oe_edit_only"/>
<h1>
<field name="name" style="width: 70%%"/>
</h1>
</div>
<group>
<!-- inherited part -->
<field name="category_id" widget="many2many_tags"
placeholder="Tags..." style="width: 70%%" string="Tag"/>
<field name="parent_id"
placeholder="Organism"
domain="[('is_company','=',True)]"
string="Parent Organism"/>
<!-- inherited part end -->
<field name="function_id" placeholder="e.g. Sales Director"/>
<group colspan="4">
<field name="start_date" />
<field name="end_date"/>
<field name="naming"/>
</group>
<field name="email"/>
<field name="phone"/>
<field name="mobile"/>
</group>
<div>
<field name="use_parent_address"/>
<label for="use_parent_address" string="Use Organisation Address"/>
</div>
<group>
<label for="type"/>
<div name="div_type">
<field class="oe_inline" name="type"/>
</div>
<label for="street" string="Address"
attrs="{'invisible': [('use_parent_address','=', True)]}"/>
<div attrs="{'invisible': [('use_parent_address','=', True)]}"
name="div_address">
<field name="street" placeholder="Street..."/>
<field name="street2"/>
<div class="address_format">
<field name="city" placeholder="City" style="width: 40%%"/>
<field name="state_id" class="oe_no_button"
placeholder="State" style="width: 37%%"
options='{"no_open": True}' on_change="onchange_state(state_id)"/>
<field name="zip" placeholder="ZIP" style="width: 20%%"/>
</div>
<field name="country_id" placeholder="Country"
class="oe_no_button" options='{"no_open": True}'/>
</div>
</group>
<field name="supplier" invisible="True"/>
<group string="Bank Accounts">
<field name="bank_ids" nolabel="1">
<tree string="Bank Details">
<field name="state" invisible="1"/>
<field name="sequence" invisible="1"/>
<field name="acc_number"/>
<field name="bank_name"/>
<field name="owner_name"/>
</tree>
</field>
</group>
</sheet>
</form>
</field>
</page>
</notebook>
<!--Replace function by function_id defined by Organisation-->
<field name="function" position="replace"/>
</field>
</record>
<!--Add start_date, end_date, naming and account bank in partner view-->
<record id="view_position_info_form" model="ir.ui.view">
<field name="name">position.info.form.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base_contact.view_partner_form_inherit"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='other_contact_ids']/form//field[@name='category_id']"
position="attributes">
<attribute name="string">Tag</attribute>
</xpath>
<xpath expr="//field[@name='other_contact_ids']/form//field[@name='function']"
position="after">
<group colspan="4">
<field name="start_date" />
<field name="end_date"/>
<field name="naming"/>
</group>
</xpath>
<xpath expr="//field[@name='other_contact_ids']/form//field[@name='supplier']"
position="after">
<group string="Bank Accounts">
<field name="bank_ids" nolabel="1"/>
</group>
</xpath>
<xpath expr="//field[@name='other_contact_ids']/form//field[@name='parent_id']"
position="replace">
<group colspan="4">
<field name="parent_id" placeholder="Organism"
domain="[('is_company','=',True)]"
on_change="onchange_partner_function(parent_id)"
string="Parent Organism"/>
</group>
</xpath>
<xpath expr="//field[@name='other_contact_ids']/form//field[@name='function']"
position="replace">
<group colspan="4">
<field name="function_id" string="Function"/>
</group>
</xpath>
<xpath expr="//field[@name='other_contact_ids']/form//label[@for='use_parent_address']"
position="replace">
<label for="use_parent_address"/>
</xpath>
<xpath expr="//field[@name='other_contact_ids']/kanban//field[@name='function']"
position="replace">
<group colspan="4">
<field name="function_id" string="Function"/>
</group>
</xpath>
<xpath expr="//field[@name='other_contact_ids']/kanban//field[@name='has_image']"
position="after">
<templates>
<t t-name="kanban-box">
<t t-set="color" t-value="kanban_color(record.color.raw_value)"/>
<div t-att-class="color + (record.title.raw_value == 1 ? ' oe_kanban_color_alert' : '')"
style="position: relative">
<a t-if="! read_only_mode" type="delete"
style="position: absolute; right: 0; padding: 4px; diplay: inline-block">
X
</a>
<div class="oe_module_vignette">
<a type="open">
<t t-if="record.has_image.raw_value === true">
<img t-att-src="kanban_image('res.partner', 'image',
record.id.value, {'preview_image': 'image_small'})"
class="oe_avatar oe_kanban_avatar_smallbox"/>
</t>
<t t-if="record.image and record.image.raw_value !== false">
<img t-att-src="'data:image/png;base64,'+record.image.raw_value"
class="oe_avatar oe_kanban_avatar_smallbox"/>
</t>
<t t-if="record.has_image.raw_value === false
and (!record.image or record.image.raw_value === false)">
<t t-if="record.is_company.raw_value === true">
<img t-att-src='_s + "/base/static/src/img/company_image.png"'
class="oe_kanban_image oe_kanban_avatar_smallbox"/>
</t>
<t t-if="record.is_company.raw_value === false">
<img t-att-src='_s + "/base/static/src/img/avatar.png"'
class="oe_kanban_image oe_kanban_avatar_smallbox"/>
</t>
</t>
</a>
<div class="oe_module_desc">
<div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_color_border">
<table class="oe_kanban_table">
<tr>
<td class="oe_kanban_title1" align="left" valign="middle">
<h4>
<a type="open">
<field name="name"/>
</a>
</h4>
<i>
<t t-if="record.parent_id.raw_value and !record.function_id.raw_value">
<field name="parent_id"/>
</t>
<t t-if="!record.parent_id.raw_value and record.function_id.raw_value">
<field name="function_id"/>
</t>
<t t-if="record.parent_id.raw_value and record.function_id.raw_value">
<field name="function_id"/>
,
<field name="parent_id"/>
</t>
</i>
<div>
<a t-if="record.email.raw_value" title="Mail"
t-att-href="'mailto:'+record.email.value">
<field name="email"/>
</a>
</div>
<div t-if="record.phone.raw_value">
Phone: <field name="phone"/>
</div>
<div t-if="record.mobile.raw_value">
Mobile: <field name="mobile"/>
</div>
<div t-if="record.fax.raw_value">
Fax: <field name="fax"/>
</div>
</td>
</tr>
</table>
</div>
</div>
</div>
</div>
</t>
</templates>
</xpath>
have the same form for contact and other postions
<field name="parent_id" position="replace">
<field name="parent_id" placeholder="Parent Organisation"
domain="[('is_company','=',True)]"
attrs="{'invisible': [('is_company','=', False)]}"/>
</field>
<xpath expr="//field[@name='child_ids']/form//field[@name='supplier']"
position="after">
<group string="Bank Accounts">
<field name="bank_ids" nolabel="1"/>
</group>
</xpath>
<xpath expr="//field[@name='child_ids']/form//field[@name='function']"
position="after">
<group colspan="4">
<field name="start_date" />
<field name="end_date"/>
<field name="naming"/>
</group>
</xpath>
<xpath expr="//field[@name='child_ids']/form//field[@name='function']"
position="replace">
<group colspan="4">
<field name="parent_id"
placeholder="Organism"
domain="[('is_company','=',True)]"
string="Parent Organisation" />
<field name="function_id"
readonly="False"
options="{'create': false, 'create_edit': false}"
domain="[('id', 'in', parent.function_ids[0][2])]"
string="Function"/>
</group>
</xpath>
<xpath expr="//field[@name='child_ids']/form//label[@for='use_parent_address']"
position="replace">
<label for="use_parent_address"/>
</xpath>
<xpath expr="//field[@name='child_ids']/kanban//field[@name='function']"
position="replace">
<group colspan="4">
<field name="function_id" string="Function"/>
</group>
</xpath>
<xpath expr="//field[@name='other_contact_ids']/kanban//field[@name='has_image']"
position="after">
<templates>
<t t-name="kanban-box">
<div class="oe_kanban_vignette oe_semantic_html_override">
<a type="open">
<t t-if="record.has_image.raw_value === true">
<img t-att-src="kanban_image('res.partner', 'image_small', record.id.value)"
class="oe_kanban_image"/>
</t>
<t t-if="record.has_image.raw_value === false">
<t t-if="record.is_company.raw_value === true">
<img t-att-src='_s + "/base/static/src/img/company_image.png"'
class="oe_kanban_image"/>
</t>
<t t-if="record.is_company.raw_value === false">
<img t-att-src='_s + "/base/static/src/img/avatar.png"'
class="oe_kanban_image"/>
</t>
</t>
</a>
<div class="oe_kanban_details">
<h4 class="oe_partner_heading">
<a type="open">
<field name="name"/>
</a>
</h4>
<div class="oe_kanban_partner_categories"/>
<div class="oe_kanban_partner_links"/>
<ul>
<li t-if="record.parent_id.raw_value and !record.function_id.raw_value">
<field name="parent_id"/>
</li>
<li t-if="!record.parent_id.raw_value and record.function_id.raw_value">
<field name="function_id"/>
</li>
<li t-if="record.parent_id.raw_value and record.function_id.raw_value">
<field name="function_id"/>
,
<field name="parent_id"/>
</li>
<li t-if="record.city.raw_value and !record.country.raw_value">
<field name="city"/>
</li>
<li t-if="!record.city.raw_value and record.country.raw_value">
<field name="country"/>
</li>
<li t-if="record.city.raw_value and record.country.raw_value">
<field name="city"/>
,
<field name="country"/>
</li>
<li t-if="record.email.raw_value">
<a t-attf-href="mailto:#{record.email.raw_value}">
<field name="email"/>
</a>
</li>
</ul>
</div>
</div>
</t>
</templates>
</xpath>
</field>
</record>
<!-- Actions for Organisation -->
<record id="action_partner_customer_form" model="ir.actions.act_window">
<field name="name">Company</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">res.partner</field>
<field name="view_type">form</field>
<field name="view_mode">kanban,tree,form</field>
<field name="domain">[('is_company','=',1)]</field>
<field name="context" eval="{'default_is_company': True}"/>
<field name="filter" eval="True"/>
</record>
<!-- Actions for Contacts -->
<record id="action_partner_contact_form" model="ir.actions.act_window">
<field name="name">Contacts</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">res.partner</field>
<field name="view_type">form</field>
<field name="view_mode">kanban,tree,form</field>
<field name="domain">[('is_company','=',0)]</field>
<field name="filter" eval="True"/>
</record>
<!--Add country,street fields in tree partner view-->
<record model="ir.ui.view" id="view_partner_tree_country_address">
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field name="arch" type="xml">
<field name="country_id" position="replace"/>
<field name="name" position="after">
<field name="country_id"/>
</field>
<field name="email" position="after">
<field name="street" string="Address"/>
</field>
</field>
</record>
<!-- Inherit Categories adding functions -->
<record id="view_partner_category_functions_form" model="ir.ui.view">
<field name="name">Partner Categories Functions</field>
<field name="model">res.partner.category</field>
<field name="inherit_id" ref="base.view_partner_category_form"/>
<field name="arch" type="xml">
<xpath expr="//form[@string='Partner Category']/group[1]"
position="after">
<notebook position="inside">
<page string="Functions">
<separator string="Add function"/>
<group col="2" colspan="4">
<field name="category_function_ids" nolabel="1">
<tree string="Functions">
<field name="sequence"/>
<field name="function_id"/>
</tree>
<form string="Function">
<field name="function_id"/>
<field name="sequence"/>
</form>
</field>
</group>
</page>
</notebook>
</xpath>
</field>
</record>
<!--Replace company by Organisation-->
<record id="view_partner_simple_form" model="ir.ui.view">
<field name="name">res.partner.simplified.form</field>
<field name="model">res.partner</field>
<field name="arch" type="xml">
<label for="is_company" position="replace">
<label for="is_company" string="Is an Organism"/>
</label>
<field name="parent_id" position="replace">
<field name="parent_id"
placeholder="Organism"
domain="[('is_company', '=', True)]"
context="{'default_is_company': True, 'default_supplier': supplier}"
attrs="{'invisible': [('is_company','=', True),('parent_id', '=', False)]}"
on_change="onchange_address(use_parent_address, parent_id)"/>
</field>
</field>
</record>
</data>
</openerp>

3
base_contact_function/security/ir.model.access.csv
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@ -0,0 +1,3 @@
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
"access_res_partner_function","access_res_partner_function_user","model_res_partner_function","base.group_user",1,1,1,1
"access_res_partner_category_function","access_res_partner_category_function_user","model_res_partner_category_function","base.group_user",1,1,1,1

31
base_contact_function/tests/__init__.py
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# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
from . import (
test_functions,
test_partner_category,
)
checks = [
test_functions,
test_partner_category
]

105
base_contact_function/tests/test_functions.py
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@ -0,0 +1,105 @@
# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
from openerp.tests.common import TransactionCase
from openerp.osv.orm import browse_record
from openerp.tools import ustr
class Base_Test_function(TransactionCase):
"""
Simple test creating a function
This is a base class for function test cases.
Inherit from this and setup values.
"""
def setUp(self, vals=None):
"""
Setting up function.
"""
if not vals:
vals = {}
# Default test values
self.vals = {
'name': u'This is a test function name with uniödé',
'acronym': u'This is a test function acronym with uniödé',
}
super(Base_Test_function, self).setUp()
self.vals = dict(self.vals.items() + vals.items())
# Create the function object; we will be testing this, so store in self
function_pool = self.registry('res.partner.function')
self.function_id = function_pool.create(
self.cr, self.uid, self.vals, context=None
)
def test_function(self):
"""
Checking the function creation.
"""
function_function = self.registry('res.partner.function')
function_obj = function_function.browse(
self.cr, self.uid, self.function_id, context=None
)
for field in self.vals:
val = function_obj[field]
if type(val) == browse_record:
self.assertEquals(self.vals[field], val.id,
"IDs for %s don't match: (%i != %i)" %
(field, self.vals[field], val.id))
else:
self.assertEquals(ustr(self.vals[field]), ustr(val),
"Values for %s don't match: (%s != %s)" %
(field, ustr(self.vals[field]), ustr(val)))
class Test_function_bad(Base_Test_function):
"""
Simple test creating a function, test against bad values
"""
def setUp(self):
"""
Setting up function, then changing the values to test against.
"""
super(Test_function_bad, self).setUp()
# Change vals to something wrong
self.vals = {'name': 'This is the wrong function name',
'acronym': 'This is the wrong function acronym',
}
def test_function(self):
"""
Checking the function creation, assertions should all be false.
"""
function_function = self.registry('res.partner.function')
function_obj = function_function.browse(
self.cr, self.uid, self.function_id, context=None
)
for field in self.vals:
val = function_obj[field]
if type(val) == browse_record:
self.assertNotEqual(self.vals[field], val.id,
"IDs for %s don't match: (%i != %i)" %
(field, self.vals[field], val.id))
else:
self.assertNotEqual(ustr(self.vals[field]), ustr(val),
"Values for %s don't match: (%s != %s)" %
(field, ustr(self.vals[field]), ustr(val)))

193
base_contact_function/tests/test_partner_category.py
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@ -0,0 +1,193 @@
# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
from openerp.tests.common import TransactionCase
from openerp.osv.orm import browse_record
from openerp.tools import ustr
class Base_Test_partner_category(TransactionCase):
"""
Simple test creating a partner_category
This is a base class for partner_category test cases.
Inherit from this and setup values.
"""
def setUp(self, vals=None):
"""
Setting up partner_category.
"""
if not vals:
vals = {}
# Default test values
self.vals = {
'name': 'This is a test partner_category name with unicödé',
'active': True,
}
super(Base_Test_partner_category, self).setUp()
# Create the parent
partner_category_partner = self.registry('res.partner.category')
self.vals['parent_id'] = partner_category_partner.create(
self.cr, self.uid, {
'name': 'Test parent',
'active': True,
}, context=None
)
self.vals = dict(self.vals.items() + vals.items())
# Create the partner_category object; we will be testing this,
# so store in self
self.partner_category_id = partner_category_partner.create(
self.cr, self.uid, self.vals, context=None
)
def test_partner_category(self):
"""
Checking the partner_category creation.
"""
partner_category = self.registry('res.partner.category')
partner_category_obj = partner_category.browse(
self.cr, self.uid, self.partner_category_id, context=None
)
for field in self.vals:
val = partner_category_obj[field]
if type(val) == browse_record:
self.assertEquals(self.vals[field], val.id,
"IDs for %s don't match: (%i != %i)" %
(field, self.vals[field], val.id))
else:
self.assertEquals(ustr(self.vals[field]), ustr(val),
"Values for %s don't match: (%s != %s)" %
(field, ustr(self.vals[field]), ustr(val)))
class Test_partner_category_bad(Base_Test_partner_category):
"""
Simple test creating a partner_category, test against bad values
"""
def setUp(self):
"""
Setting up partner_category, then changing the values to test against.
"""
super(Test_partner_category_bad, self).setUp()
# Change vals to something wrong
self.vals = {'name': 'This is the wrong partner_category name',
'active': False,
}
def test_partner_category(self):
"""
Checking the partner_category creation, assertions should all be false.
"""
partner_category_partner_category = self.registry(
'res.partner.category'
)
partner_category_obj = partner_category_partner_category.browse(
self.cr, self.uid, self.partner_category_id, context=None
)
for field in self.vals:
val = partner_category_obj[field]
if type(val) == browse_record:
self.assertNotEqual(self.vals[field], val.id,
"IDs for %s don't match: (%i != %i)" %
(field, self.vals[field], val.id))
else:
self.assertNotEqual(ustr(self.vals[field]), ustr(val),
"Values for %s don't match: (%s != %s)" %
(field, ustr(self.vals[field]), ustr(val)))
class test_partner_category(TransactionCase):
def setUp(self):
super(test_partner_category, self).setUp()
# Clean up registries
self.registry('ir.model').clear_caches()
self.registry('ir.model.data').clear_caches()
# Get registries
self.user_model = self.registry("res.users")
self.partner_cat_model = self.registry("res.partner.category")
# Get context
self.context = self.user_model.context_get(self.cr, self.uid)
# Create parent partner category
self.test_parent_id = self.partner_cat_model.create(
self.cr, self.uid, {
'name': 'test_parent',
}, context=self.context)
self.test_child_id = self.partner_cat_model.create(
self.cr, self.uid, {
'name': 'test_child',
'parent_id': self.test_parent_id,
}, context=self.context)
self.test_grandchild_id = self.partner_cat_model.create(
self.cr, self.uid, {
'name': 'test_grandchild',
'parent_id': self.test_child_id,
}, context=self.context)
self.test_orphan_id = self.partner_cat_model.create(
self.cr, self.uid, {
'name': 'test_orphan',
}, context=self.context)
def test_name_search(self):
self.assertItemsEqual(
self.partner_cat_model.name_search(
self.cr, self.uid, name='test_parent', context=self.context
),
[
(self.test_child_id, 'test_parent / test_child'),
(self.test_grandchild_id,
'test_parent / test_child / test_grandchild'),
(self.test_parent_id, 'test_parent'),
]
)
self.assertItemsEqual(
self.partner_cat_model.name_search(
self.cr, self.uid, name='test_child', context=self.context
),
[
(self.test_child_id, 'test_parent / test_child'),
(self.test_grandchild_id,
'test_parent / test_child / test_grandchild'),
]
)
self.assertItemsEqual(
self.partner_cat_model.name_search(
self.cr, self.uid, name='test_grandchild', context=self.context
),
[
(self.test_grandchild_id,
'test_parent / test_child / test_grandchild'),
]
)
self.assertItemsEqual(
self.partner_cat_model.name_search(
self.cr, self.uid, name='test_orphan', context=self.context
),
[
(self.test_orphan_id, 'test_orphan'),
]
)

23
base_contact_function_partner_firstname/__init__.py
View File

@ -0,0 +1,23 @@
# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
from . import res_partner

51
base_contact_function_partner_firstname/__openerp__.py
View File

@ -0,0 +1,51 @@
# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
{
'name': 'Contacts by Functions - Partner Firstname Bindings',
'version': '0.1',
'category': 'Customer Relationship Management',
'summary': 'Contacts by Functions - Partner Firstname Bindings',
'description': """
Contacts by Functions - Partner Firstname Bindings
==================================================
Contributors
------------
* El Hadji Dem (elhadji.dem@savoirfairelinux.com)
""",
'author': 'Savoir-faire Linux',
'website': 'www.savoirfairelinux.com',
'license': 'AGPL-3',
'depends': [
'base_contact_function',
'partner_firstname',
],
'data': [
'res_partner_view.xml',
],
'test': [],
'demo': [
],
'installable': True,
'auto_install': True,
}

27
base_contact_function_partner_firstname/i18n/base_contact_function_partner_firstname.pot
View File

@ -0,0 +1,27 @@
# Translation of OpenERP Server.
# This file contains the translation of the following modules:
# * base_contact_function_partner_firstname
#
msgid ""
msgstr ""
"Project-Id-Version: OpenERP Server 7.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2014-01-03 07:16+0000\n"
"PO-Revision-Date: 2014-01-03 02:17-0500\n"
"Last-Translator: EL Hadji DEM <elhadji.dem@savoirfairelinux.com>\n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Plural-Forms: \n"
"X-Generator: Poedit 1.5.4\n"
#. module: base_contact_function_partner_firstname
#: view:res.partner:0
msgid "lastname"
msgstr ""
#. module: base_contact_function_partner_firstname
#: view:res.partner:0
msgid "Firstname"
msgstr ""

27
base_contact_function_partner_firstname/i18n/fr.po
View File

@ -0,0 +1,27 @@
# Translation of OpenERP Server.
# This file contains the translation of the following modules:
# * base_contact_function_partner_firstname
#
msgid ""
msgstr ""
"Project-Id-Version: OpenERP Server 7.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2014-01-03 07:17+0000\n"
"PO-Revision-Date: 2014-01-03 02:18-0500\n"
"Last-Translator: EL Hadji DEM <elhadji.dem@savoirfairelinux.com>\n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Plural-Forms: \n"
"X-Generator: Poedit 1.5.4\n"
#. module: base_contact_function_partner_firstname
#: view:res.partner:0
msgid "lastname"
msgstr "Nom"
#. module: base_contact_function_partner_firstname
#: view:res.partner:0
msgid "Firstname"
msgstr "Prénom"

82
base_contact_function_partner_firstname/res_partner.py
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@ -0,0 +1,82 @@
# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2013 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
import time
from openerp.osv import orm
class res_partner(orm.Model):
_inherit = 'res.partner'
def create(self, cr, user, vals, context=None):
context = self._basecontact_check_context(cr, user, 'create', context)
if not vals.get('name') and vals.get('contact_id'):
vals['name'] = self.browse(
cr, user, vals['contact_id'], context=context).name
if vals.get('end_date'):
if vals.get('end_date', "Z") <= time.strftime('%Y-%m-%d'):
vals['active'] = False
if vals.get('contact_type') == 'standalone':
contact_vals = dict(
filter(lambda (k, v): k != 'parent_id', vals.iteritems())
)
contact_vals['active'] = True
contact_vals['function_id'] = None
vals['contact_id'] = super(res_partner, self).create(
cr, user, contact_vals, context=context
)
self.write(cr, user, vals['contact_id'], {
'firstname': vals.get('firstname', ''),
'lastname': vals.get('lastname', ''),
}, context=context)
# Check if we create existing contact from company(ie: company is true)
# Check if we create another function from contact view
if vals.get('contact_type') == 'attached' or (
not vals.get('contact_type') and vals.get('contact_id')):
contact_info = self.browse(
cr, user, vals.get('contact_id'), context=context)
vals['firstname'] = contact_info.firstname
vals['title'] = contact_info.title.id or ''
if ('contact_id'in vals and ('reset_password' in context or
'install_mode' in context)):
return vals['contact_id']
res = super(res_partner, self).create(cr, user, vals, context=context)
return res
def write(self, cr, user, ids, vals, context=None):
context = self._basecontact_check_context(cr, user, 'write', context)
if vals.get('end_date'):
if vals.get('end_date', "Z") <= time.strftime('%Y-%m-%d'):
vals['active'] = False
if vals.get('contact_type') == 'standalone':
contact_vals = dict(
filter(lambda (k, v): k != 'parent_id', vals.iteritems())
)
contact_vals['active'] = True
contact_vals['function_id'] = None
vals['contact_id'] = super(res_partner, self).write(
cr, user, contact_vals, context=context
)
return super(res_partner, self).write(
cr, user, ids, vals, context=context
)

76
base_contact_function_partner_firstname/res_partner_view.xml
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<?xml version = "1.0" encoding="utf-8"?>
<openerp>
<data>
<!--Redefine this part of view from firstname_partner module -->
<record id="view_partner_form_firstname_inherit11" model="ir.ui.view">
<field name="name">res.partner.form.firstname.inherit11</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="partner_firstname.view_partner_form_firstname"/>
<field name="arch" type="xml">
<!--Redefine firstname field in view partner-->
<field name="firstname" position="replace">
<group attrs="{'invisible': [('is_company', '=', True)]}">
<field name="firstname"/>
</group>
</field>
<!--Redefine firstname field in contact view-->
<xpath expr="//form[@string='Contact']/sheet/div//field[@name='firstname']" position="replace">
<field name="firstname" attrs="{'invisible': [('contact_type', '=', 'attached')]}"/>
</xpath>
</field>
</record>
<!--Replace name by full name in kanban view-->
<record id="view_partner_form_firstname_inherit11" model="ir.ui.view">
<field name="model">res.partner</field>
<field name="inherit_id" ref="base_contact_function.view_contact_by_function_form"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='other_contact_history_ids']/kanban//field[@name='name']" position="replace">
<field name="lastname"/>
</xpath>
<xpath expr="//field[@name='other_contact_history_ids']/kanban/templates//t[@t-name='kanban-box']//div[@class='oe_kanban_details']//field[@name='name']"
position="before">
<field name="firstname"/>
</xpath>
<!--Display firstname and name after Image-->
<xpath expr="//field[@name='other_contact_history_ids']/form[@string='Contact']/sheet//field[@name='image']"
position="after">
<h1>
<field name="contact_id" style="width: 70%%" readonly="1"/>
</h1>
</xpath>
</field>
</record>
<!--Display firstname and name in kanban view for other position -->
<record id="view_partner_form_firstname_name" model="ir.ui.view">
<field name="name">res.partner.form.firstname.name</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base_contact_function.view_position_info_form"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='other_contact_ids']/form//field[@name='name']"
position="replace"/>
<xpath expr="//field[@name='other_contact_ids']/form//field[@name='image']"
position="after">
<h1>
<field name="contact_id" style="width: 70%%" readonly="1"/>
</h1>
</xpath>
<!-- Don't display the label field -->
<xpath expr="//field[@name='other_contact_ids']/form//label[@for='name']"
position="replace"/>
<!-- Add firstname before name in templates view -->
<xpath expr="//t[@t-name='kanban-box']//div[@class='oe_kanban_details']/h4[@class='oe_partner_heading']//field[@name='name']"
position="before">
<field name="firstname"/>
</xpath>
</field>
</record>
</data>
</openerp>

27
base_contact_function_partner_firstname/tests/__init__.py
View File

@ -0,0 +1,27 @@
# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2010 - 2014 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
from . import test_partner
checks = [
test_partner,
]

57
base_contact_function_partner_firstname/tests/test_partner.py
View File

@ -0,0 +1,57 @@
# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# This module copyright (C) 2010 - 2014 Savoir-faire Linux
# (<http://www.savoirfairelinux.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/>.
#
##############################################################################
from openerp.tests.common import TransactionCase
class test_partner_contact_id(TransactionCase):
def setUp(self):
super(test_partner_contact_id, self).setUp()
# Clean up registries
self.registry('ir.model').clear_caches()
self.registry('ir.model.data').clear_caches()
# Get registries
self.user_model = self.registry("res.users")
self.partner_model = self.registry("res.partner")
# Get context
self.context = self.user_model.context_get(self.cr, self.uid)
# Create values for test, contact also created
contact_id = self.partner_model.create(self.cr, self.uid, {
'name': u'Astérix',
'title': 1,
}, context=self.context)
self.vals = {
'name': u'Obélix',
'type': 'contact',
'contact_id': contact_id,
}
def test_create_partner(self):
cr, uid, vals, context = self.cr, self.uid, self.vals, self.context
partner_id = self.partner_model.create(cr, uid, vals, context=context)
partner = self.partner_model.browse(
cr, uid, partner_id, context=context
)
# Creating the partner uses the name from the contact
self.assertEqual(partner.name, u'Astérix')
self.assertEqual(partner.lastname, u'Astérix')
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