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[17.0][MIG] crm_phonecall_summary_predefined: Migration to 17.0 #580

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52260b6
Restricted list of possible summaries for phone calls
yajo Feb 19, 2016
3f1f0c5
crm_phonecall_summary_predefined module - Updated views - Updated README
cubells Jan 31, 2017
dbd5110
[MIG][10.0] crm_phonecall_summary_predefined module
cubells May 11, 2017
1cef347
[MIG] crm_phonecall_summary_predefined: Migration to 11.0
cristinamartinrod Sep 6, 2018
fdd0146
Translated using Weblate (Spanish)
emagdalenaC2i Apr 24, 2019
022694e
Translated using Weblate (German)
marylla Jul 17, 2019
b7da8d3
Translated using Weblate (Portuguese (Brazil))
Sep 2, 2019
d9c2748
Translated using Weblate (Croatian)
badbole Nov 13, 2019
368a071
Translated using Weblate (Italian)
primes2h Jan 8, 2020
30cae5f
Translated using Weblate (Spanish)
ruthbeat Mar 2, 2020
570f7de
Translated using Weblate (Slovenian)
sysadminmatmoz Mar 21, 2020
4f736c9
[IMP] crm_phonecall_summary_predefined: black, isort, prettier
HaraldPanten May 6, 2020
cdea4d5
[MIG]crm_phonecall_summary_predefined: Migration to 13.0
HaraldPanten May 6, 2020
92cf754
Translated using Weblate (Spanish (Argentina))
ibuioli Jul 19, 2020
2d058b5
Translated using Weblate (Portuguese (Brazil))
Aug 12, 2020
0117e5e
[IMP] crm_phonecall_summary_predefined: black, isort, prettier
victoralmau Aug 11, 2022
968691e
[MIG] crm_phonecall_summary_predefined: Migration to 14.0
victoralmau Aug 11, 2022
a917ea7
[MIG] crm_phonecall_summary_predefined: Migration to 15.0
ernesto-garcia-tecnativa Mar 7, 2023
a9b4ec1
Translated using Weblate (Italian)
mymage Jun 12, 2023
287e741
Translated using Weblate (Spanish)
Ivorra78 Sep 24, 2023
504e480
[IMP] crm_phonecall_summary_predefined: pre-commit auto fixes
carolinafernandez-tecnativa Jul 5, 2024
247c834
[MIG] crm_phonecall_summary_predefined: Migration to 17.0
carolinafernandez-tecnativa Jul 5, 2024
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102 changes: 102 additions & 0 deletions crm_phonecall_summary_predefined/README.rst
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==================================
Restricted Summary for Phone Calls
==================================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:b0dcca150ece19a16476b596d4c75340a58bba5b306038fd2a5548d6e9b497d7
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
: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/17.0/crm_phonecall_summary_predefined
:alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_phonecall_summary_predefined
: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=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the functionality of CRM phone calls to support
setting a limited list of possible phone call summaries, that only the
sales manager can edit.

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure the possible summary options:

1. Activate the developer mode
2. Go to *CRM > Configuration > Phone Calls > Summaries*.
3. Add or modify types there.

Usage
=====

1. Go to *CRM > Phone Calls > Logged Calls*.
2. There you can use the new *Summary* field

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_summary_predefined%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
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

- Rafael Blasco
- Jairo Llopis
- Vicent Cubells
- Cristina Martín
- Víctor Martínez
- Carolina Fernandez

- Anand Kansagra <[email protected]>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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/17.0/crm_phonecall_summary_predefined>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
5 changes: 5 additions & 0 deletions crm_phonecall_summary_predefined/__init__.py
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@@ -0,0 +1,5 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

from . import models
from . import wizard
from .hooks import convert_names_to_many2one
23 changes: 23 additions & 0 deletions crm_phonecall_summary_predefined/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,23 @@
# Copyright 2016 Antiun Ingeniería S.L. - Jairo Llopis
# Copyright 2017 Tecnativa - Vicent Cubells
# Copyright 2024 Tecnativa - Carolina Fernandez
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
{
"name": "Restricted Summary for Phone Calls",
"summary": "Allows to choose from a defined summary list",
"version": "17.0.1.0.0",
"category": "Customer Relationship Management",
"website": "https://github.com/OCA/crm",
"author": "Tecnativa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"installable": True,
"post_init_hook": "convert_names_to_many2one",
"depends": ["crm_phonecall", "sales_team"],
"data": [
"security/ir.model.access.csv",
"views/crm_phonecall_summary_view.xml",
"views/crm_phonecall_view.xml",
"wizard/crm_phonecall_to_phonecall_view.xml",
],
"images": ["images/summary_picker.png", "images/summary_editor.png"],
}
17 changes: 17 additions & 0 deletions crm_phonecall_summary_predefined/hooks.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,17 @@
# Copyright 2017 Vicent Cubells <[email protected]>
# Copyright 2024 Tecnativa - Carolina Fernandez
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from psycopg2 import IntegrityError


def convert_names_to_many2one(env): # pragma: no cover
"""Convert old string names to new Many2one"""
summary = env["crm.phonecall.summary"]
phone_call = env["crm.phonecall"]
for s in phone_call.search([("summary_id", "=", False)]):
try:
with env.cr.savepoint():
s.summary_id = summary.create({"name": s.name})
except IntegrityError:
s.summary_id = summary.search([("name", "=", s.name)])
111 changes: 111 additions & 0 deletions crm_phonecall_summary_predefined/i18n/am.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,111 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_phonecall_summary_predefined
#
# Translators:
# OCA Transbot <[email protected]>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 10.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2018-04-28 12:23+0000\n"
"PO-Revision-Date: 2018-04-28 12:23+0000\n"
"Last-Translator: OCA Transbot <[email protected]>, 2017\n"
"Language-Team: Amharic (https://www.transifex.com/oca/teams/23907/am/)\n"
"Language: am\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n > 1);\n"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall__name
msgid "Call Summary"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall2phonecall__name
msgid "Call summary"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__create_uid
msgid "Created by"
msgstr "Creado por"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__create_date
msgid "Created on"
msgstr "Creado en"

#. module: crm_phonecall_summary_predefined
#: model:ir.model,name:crm_phonecall_summary_predefined.model_crm_phonecall_summary
msgid "Crm Phonecall Summary"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__display_name
msgid "Display Name"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__id
msgid "ID"
msgstr "ID"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary____last_update
msgid "Last Modified on"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__write_uid
msgid "Last Updated by"
msgstr "Última actualización por"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__write_date
msgid "Last Updated on"
msgstr "Última actualización en"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__name
msgid "Name"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.constraint,message:crm_phonecall_summary_predefined.constraint_crm_phonecall_summary_name_unique
msgid "Name must be unique"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model,name:crm_phonecall_summary_predefined.model_crm_phonecall
msgid "Phonecall"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model,name:crm_phonecall_summary_predefined.model_crm_phonecall2phonecall
msgid "Phonecall To Phonecall"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__phonecall_ids
msgid "Phonecalls"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,help:crm_phonecall_summary_predefined.field_crm_phonecall_summary__phonecall_ids
msgid "Phonecalls with this summary."
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.actions.act_window,name:crm_phonecall_summary_predefined.crm_phonecall_summary_action
#: model:ir.ui.menu,name:crm_phonecall_summary_predefined.crm_phonecall_summary_menu
msgid "Summaries"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall2phonecall__summary_id
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall__summary_id
msgid "Summary"
msgstr ""
112 changes: 112 additions & 0 deletions crm_phonecall_summary_predefined/i18n/ar.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,112 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_phonecall_summary_predefined
#
# Translators:
# OCA Transbot <[email protected]>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 10.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2018-04-28 12:23+0000\n"
"PO-Revision-Date: 2018-04-28 12:23+0000\n"
"Last-Translator: OCA Transbot <[email protected]>, 2017\n"
"Language-Team: Arabic (https://www.transifex.com/oca/teams/23907/ar/)\n"
"Language: ar\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=6; plural=n==0 ? 0 : n==1 ? 1 : n==2 ? 2 : n%100>=3 "
"&& n%100<=10 ? 3 : n%100>=11 && n%100<=99 ? 4 : 5;\n"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall__name
msgid "Call Summary"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall2phonecall__name
msgid "Call summary"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__create_uid
msgid "Created by"
msgstr "أنشئ بواسطة"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__create_date
msgid "Created on"
msgstr "أنشئ في"

#. module: crm_phonecall_summary_predefined
#: model:ir.model,name:crm_phonecall_summary_predefined.model_crm_phonecall_summary
msgid "Crm Phonecall Summary"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__display_name
msgid "Display Name"
msgstr "اسم العرض"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__id
msgid "ID"
msgstr "المعرف"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary____last_update
msgid "Last Modified on"
msgstr "آخر تعديل في"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__write_uid
msgid "Last Updated by"
msgstr "آخر تحديث بواسطة"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__write_date
msgid "Last Updated on"
msgstr "آخر تحديث في"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__name
msgid "Name"
msgstr "الاسم"

#. module: crm_phonecall_summary_predefined
#: model:ir.model.constraint,message:crm_phonecall_summary_predefined.constraint_crm_phonecall_summary_name_unique
msgid "Name must be unique"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model,name:crm_phonecall_summary_predefined.model_crm_phonecall
msgid "Phonecall"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model,name:crm_phonecall_summary_predefined.model_crm_phonecall2phonecall
msgid "Phonecall To Phonecall"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall_summary__phonecall_ids
msgid "Phonecalls"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,help:crm_phonecall_summary_predefined.field_crm_phonecall_summary__phonecall_ids
msgid "Phonecalls with this summary."
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.actions.act_window,name:crm_phonecall_summary_predefined.crm_phonecall_summary_action
#: model:ir.ui.menu,name:crm_phonecall_summary_predefined.crm_phonecall_summary_menu
msgid "Summaries"
msgstr ""

#. module: crm_phonecall_summary_predefined
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall2phonecall__summary_id
#: model:ir.model.fields,field_description:crm_phonecall_summary_predefined.field_crm_phonecall__summary_id
msgid "Summary"
msgstr ""
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