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Commit 2fc492f4 authored by Aurel's avatar Aurel
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CRM forms improvement

parents e9b89041 75608ac2
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Showing with 1583 additions and 47 deletions
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Acknowledgement.xml
View file @ 2fc492f4
...@@ -73,6 +73,10 @@ ...@@ -73,6 +73,10 @@
<key> <string>title</string> </key> <key> <string>title</string> </key>
<value> <string></string> </value> <value> <string></string> </value>
</item> </item>
<item>
<key> <string>type_class</string> </key>
<value> <string>Acknowledgement</string> </value>
</item>
</dictionary> </dictionary>
</pickle> </pickle>
</record> </record>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Fax%20Message.xml
View file @ 2fc492f4
...@@ -80,6 +80,10 @@ ...@@ -80,6 +80,10 @@
<key> <string>title</string> </key> <key> <string>title</string> </key>
<value> <string></string> </value> <value> <string></string> </value>
</item> </item>
<item>
<key> <string>type_class</string> </key>
<value> <string>Event</string> </value>
</item>
</dictionary> </dictionary>
</pickle> </pickle>
</record> </record>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Mail%20Message.xml
View file @ 2fc492f4
...@@ -80,6 +80,10 @@ ...@@ -80,6 +80,10 @@
<key> <string>title</string> </key> <key> <string>title</string> </key>
<value> <string></string> </value> <value> <string></string> </value>
</item> </item>
<item>
<key> <string>type_class</string> </key>
<value> <string>Event</string> </value>
</item>
</dictionary> </dictionary>
</pickle> </pickle>
</record> </record>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Phone%20Call.xml
View file @ 2fc492f4
...@@ -80,6 +80,10 @@ ...@@ -80,6 +80,10 @@
<key> <string>title</string> </key> <key> <string>title</string> </key>
<value> <string></string> </value> <value> <string></string> </value>
</item> </item>
<item>
<key> <string>type_class</string> </key>
<value> <string>Event</string> </value>
</item>
</dictionary> </dictionary>
</pickle> </pickle>
</record> </record>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Support%20Request.xml
View file @ 2fc492f4
...@@ -75,6 +75,10 @@ ...@@ -75,6 +75,10 @@
<key> <string>title</string> </key> <key> <string>title</string> </key>
<value> <string></string> </value> <value> <string></string> </value>
</item> </item>
<item>
<key> <string>type_class</string> </key>
<value> <string>Ticket</string> </value>
</item>
</dictionary> </dictionary>
</pickle> </pickle>
</record> </record>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Visit.xml
View file @ 2fc492f4
...@@ -80,6 +80,10 @@ ...@@ -80,6 +80,10 @@
<key> <string>title</string> </key> <key> <string>title</string> </key>
<value> <string></string> </value> <value> <string></string> </value>
</item> </item>
<item>
<key> <string>type_class</string> </key>
<value> <string>Event</string> </value>
</item>
</dictionary> </dictionary>
</pickle> </pickle>
</record> </record>
......
bt5/erp5_crm/PortalTypeTemplateItem/portal_types/Web%20Message.xml
View file @ 2fc492f4
...@@ -80,6 +80,10 @@ ...@@ -80,6 +80,10 @@
<key> <string>title</string> </key> <key> <string>title</string> </key>
<value> <string></string> </value> <value> <string></string> </value>
</item> </item>
<item>
<key> <string>type_class</string> </key>
<value> <string>Event</string> </value>
</item>
</dictionary> </dictionary>
</pickle> </pickle>
</record> </record>
......
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Base_addEvent.xml
View file @ 2fc492f4
...@@ -99,22 +99,31 @@ elif direction == \'incoming\':\n ...@@ -99,22 +99,31 @@ elif direction == \'incoming\':\n
else:\n else:\n
raise NotImplementedError, \'The specified direction is not handled: %r\' % (direction,)\n raise NotImplementedError, \'The specified direction is not handled: %r\' % (direction,)\n
\n \n
event_kw = {}\n event_kw = {\n
event_kw[\'portal_type\'] = portal_type\n \'portal_type\' : portal_type,\n
event_kw[\'title\'] = title\n \'title\' : title,\n
event_kw[\'resource\'] = resource\n \'resource\' : resource,\n
event_kw[\'source\'] = source_url\n \'source\' : source_url,\n
event_kw[\'source_section\'] = source_section_url\n \'source_section\' : source_section_url,\n
event_kw[\'destination\'] = destination_url\n \'destination\' : destination_url,\n
event_kw[\'destination_section\'] = destination_section_url\n \'destination_section\' : destination_section_url,\n
event_kw[\'start_date\'] = start_date\n \'start_date\' : start_date,\n
event_kw[\'follow_up\'] = follow_up\n \'follow_up\' : follow_up,\n
event_kw[\'text_content\'] = text_content\n \'text_content\' : text_content,\n
event_kw[\'content_type\'] = portal.portal_preferences.getPreferredTextEditor() and \'text/html\' or \'text/plain\'\n \'content_type\' : portal.portal_preferences.getPreferredTextEditor() and \'text/html\' or \'text/plain\',\n
\n }\n
# Create event\n # Create event\n
module = portal.getDefaultModule(portal_type=portal_type)\n module = portal.getDefaultModule(portal_type=portal_type)\n
event = module.newContent(**event_kw)\n event = module.newContent(**event_kw)\n
if not keep_draft:\n
if direction == \'incoming\':\n
# Support event_workflow and event_simulation_workflow\n
if portal.portal_workflow.isTransitionPossible(event, \'receive\'):\n
event.receive()\n
if portal.portal_workflow.isTransitionPossible(event, \'stop\'):\n
event.stop()\n
else:\n
event.plan()\n
\n \n
if batch_mode:\n if batch_mode:\n
return event\n return event\n
...@@ -126,7 +135,7 @@ event.Base_redirect(keep_items={\'portal_status_message\': message})\n ...@@ -126,7 +135,7 @@ event.Base_redirect(keep_items={\'portal_status_message\': message})\n
</item> </item>
<item> <item>
<key> <string>_params</string> </key> <key> <string>_params</string> </key>
<value> <string>title, direction, portal_type, resource, text_content=None, batch_mode=False, **kw</string> </value> <value> <string>title, direction, portal_type, resource, text_content=None, batch_mode=False, keep_draft=False, **kw</string> </value>
</item> </item>
<item> <item>
<key> <string>id</string> </key> <key> <string>id</string> </key>
......
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Base_viewAddEventDialog.xml
View file @ 2fc492f4
...@@ -82,6 +82,7 @@ ...@@ -82,6 +82,7 @@
<value> <value>
<list> <list>
<string>your_text_content</string> <string>your_text_content</string>
<string>your_keep_draft</string>
</list> </list>
</value> </value>
</item> </item>
...@@ -99,6 +100,8 @@ ...@@ -99,6 +100,8 @@
<string>your_portal_type</string> <string>your_portal_type</string>
<string>your_resource</string> <string>your_resource</string>
<string>your_direction</string> <string>your_direction</string>
<string>your_source</string>
<string>your_destination</string>
</list> </list>
</value> </value>
</item> </item>
......
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Base_viewAddEventDialog/your_destination.xml 0 → 100644
View file @ 2fc492f4
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="ProxyField" module="Products.ERP5Form.ProxyField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>delegated_list</string> </key>
<value>
<list>
<string>items</string>
<string>title</string>
</list>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>your_destination</string> </value>
</item>
<item>
<key> <string>message_values</string> </key>
<value>
<dictionary>
<item>
<key> <string>external_validator_failed</string> </key>
<value> <string>The input failed the external validator.</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>overrides</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>tales</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAI=</string> </persistent>
</value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>values</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string>my_list_field</string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string>Base_viewFieldLibrary</string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<list/>
</value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string>Click to edit the target</string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string>Recipient</string> </value>
</item>
<item>
<key> <string>view_separator</string> </key>
<value> <string encoding="cdata"><![CDATA[
<br />
]]></string> </value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
<record id="2" aka="AAAAAAAAAAI=">
<pickle>
<global name="TALESMethod" module="Products.Formulator.TALESField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>_text</string> </key>
<value> <string>python: here.Ticket_getArrowItemList()+ [(here.getTitle(), here.getRelativeUrl())]</string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Base_viewAddEventDialog/your_keep_draft.xml 0 → 100644
View file @ 2fc492f4
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="ProxyField" module="Products.ERP5Form.ProxyField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>delegated_list</string> </key>
<value>
<list>
<string>title</string>
</list>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>your_keep_draft</string> </value>
</item>
<item>
<key> <string>message_values</string> </key>
<value>
<dictionary>
<item>
<key> <string>external_validator_failed</string> </key>
<value> <string>The input failed the external validator.</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>overrides</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>tales</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>values</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string>my_checkbox</string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string>Base_viewFieldLibrary</string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string>Click to edit the target</string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string>Keep in draft state</string> </value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Base_viewAddEventDialog/your_source.xml 0 → 100644
View file @ 2fc492f4
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="ProxyField" module="Products.ERP5Form.ProxyField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>delegated_list</string> </key>
<value>
<list>
<string>items</string>
<string>title</string>
</list>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>your_source</string> </value>
</item>
<item>
<key> <string>message_values</string> </key>
<value>
<dictionary>
<item>
<key> <string>external_validator_failed</string> </key>
<value> <string>The input failed the external validator.</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>overrides</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>tales</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAI=</string> </persistent>
</value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>values</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string>my_list_field</string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string>Base_viewFieldLibrary</string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<list/>
</value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string>Click to edit the target</string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string>Sender or Caller</string> </value>
</item>
<item>
<key> <string>view_separator</string> </key>
<value> <string encoding="cdata"><![CDATA[
<br />
]]></string> </value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
<record id="2" aka="AAAAAAAAAAI=">
<pickle>
<global name="TALESMethod" module="Products.Formulator.TALESField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>_text</string> </key>
<value> <string>python: here.Ticket_getArrowItemList() + [(here.getTitle(), here.getRelativeUrl())]</string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Event_createFollowUpTicket.xml
View file @ 2fc492f4
...@@ -57,13 +57,24 @@ event = context\n ...@@ -57,13 +57,24 @@ event = context\n
operator_list = event.getDestinationList()\n operator_list = event.getDestinationList()\n
try:\n try:\n
source_value = portal.ERP5Site_getAuthenticatedMemberPersonValue()\n source_value = portal.ERP5Site_getAuthenticatedMemberPersonValue()\n
if source_value:\n
operator_list.append(source_value.getRelativeUrl())\n
except ValueError:\n except ValueError:\n
source_value = None\n source_value = None\n
if source_value is not None:\n source_section = portal.portal_preferences.getPreferredSection(),\n
source_section_value = source_value.getDefaultCareerSubordinationValue()\n \n
operator_list.append(source_value.getRelativeUrl())\n \n
else:\n resource_kw = {\n
source_section_value = None\n "Campaign" : "follow_up_campaign_resource",\n
"Meeting" : "follow_up_meeting_resource",\n
"Sale Opportunity" : "follow_up_sale_opportunity_resource",\n
"Support Request" : "follow_up_support_request_resource",\n
}\n
\n
resource = None\n
if follow_up_ticket_type in resource_kw:\n
resource = kw.get(resource_kw[follow_up_ticket_type], None)\n
\n
\n \n
module = portal.getDefaultModule(follow_up_ticket_type)\n module = portal.getDefaultModule(follow_up_ticket_type)\n
ticket = module.newContent(\n ticket = module.newContent(\n
...@@ -71,20 +82,25 @@ ticket = module.newContent(\n ...@@ -71,20 +82,25 @@ ticket = module.newContent(\n
title=follow_up_ticket_title,\n title=follow_up_ticket_title,\n
start_date=event.getStartDate(),\n start_date=event.getStartDate(),\n
destination_decision_list=event.getSourceList(),\n destination_decision_list=event.getSourceList(),\n
destination_section=event.getSourceSection() or event.getSource(),\n # destination_section=event.getSourceSection() or event.getSource(),\n
source_trade_set=operator_list,\n source_trade_set=operator_list,\n
source_value=source_value,\n source_value=source_value,\n
source_section_value=source_section_value,\n source_section=source_section,\n
resource=resource,\n
)\n )\n
\n \n
follow_up_list = event.getFollowUpList()\n follow_up_list = event.getFollowUpList()\n
follow_up_list.append(ticket.getRelativeUrl())\n follow_up_list.append(ticket.getRelativeUrl())\n
event.edit(follow_up_list=follow_up_list)\n event.edit(follow_up_list=follow_up_list)\n
\n
if portal.portal_workflow.isTransitionPossible(\n
ticket, \'submit\'):\n
ticket.submit()\n
</string> </value> </string> </value>
</item> </item>
<item> <item>
<key> <string>_params</string> </key> <key> <string>_params</string> </key>
<value> <string>follow_up_ticket_title="Sale Opportunity", follow_up_ticket_type=None, follow_up_ticket_resource=None, **kw</string> </value> <value> <string>follow_up_ticket_title="Sale Opportunity", follow_up_ticket_type=None, **kw</string> </value>
</item> </item>
<item> <item>
<key> <string>id</string> </key> <key> <string>id</string> </key>
......
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Event_newFollowUpTicket.xml
View file @ 2fc492f4
...@@ -51,17 +51,22 @@ ...@@ -51,17 +51,22 @@
<item> <item>
<key> <string>_body</string> </key> <key> <string>_body</string> </key>
<value> <string>context.Event_createFollowUpTicket(follow_up_ticket_type=follow_up_ticket_type,\n <value> <string>context.Event_createFollowUpTicket(follow_up_ticket_type=follow_up_ticket_type,\n
follow_up_ticket_title=follow_up_ticket_title)\n follow_up_ticket_title=follow_up_ticket_title,\n
follow_up_campaign_resource=follow_up_campaign_resource,\n
follow_up_meeting_resource=follow_up_meeting_resource,\n
follow_up_sale_opportunity_resource=follow_up_sale_opportunity_resource,\n
follow_up_support_request_resource=follow_up_support_request_resource,\n
**kw)\n
if context.getPortalObject().portal_workflow.isTransitionPossible(\n if context.getPortalObject().portal_workflow.isTransitionPossible(\n
context, \'deliver\'):\n context, \'deliver\'):\n
context.deliver()\n context.deliver()\n
return context.Base_redirect("", \n return context.Base_redirect("",\n
keep_items={\'portal_status_message\':context.getPortalObject().Base_translateString("Follow Up Ticket Created.")})\n keep_items={\'portal_status_message\':context.getPortalObject().Base_translateString("Follow Up Ticket Created.")})\n
</string> </value> </string> </value>
</item> </item>
<item> <item>
<key> <string>_params</string> </key> <key> <string>_params</string> </key>
<value> <string>follow_up_ticket_type=None, follow_up_ticket_title=None, **kw</string> </value> <value> <string>follow_up_ticket_type=None, follow_up_ticket_title=None, follow_up_campaign_resource=None, follow_up_meeting_resource=None, follow_up_sale_opportunity_resource=None, follow_up_support_request_resource=None, **kw</string> </value>
</item> </item>
<item> <item>
<key> <string>description</string> </key> <key> <string>description</string> </key>
......
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Event_viewCreateTicketWorkflowActionDialog.xml
View file @ 2fc492f4
...@@ -95,6 +95,11 @@ ...@@ -95,6 +95,11 @@
<list> <list>
<string>your_follow_up_ticket_title</string> <string>your_follow_up_ticket_title</string>
<string>your_follow_up_ticket_type</string> <string>your_follow_up_ticket_type</string>
<string>your_follow_up_campaign_resource</string>
<string>your_follow_up_support_request_resource</string>
<string>your_follow_up_meeting_resource</string>
<string>your_follow_up_sale_opportunity_resource</string>
<string>additionnal_javascript</string>
</list> </list>
</value> </value>
</item> </item>
......
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Event_viewCreateTicketWorkflowActionDialog/your_follow_up_campaign_resource.xml 0 → 100644
View file @ 2fc492f4
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="ProxyField" module="Products.ERP5Form.ProxyField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>delegated_list</string> </key>
<value>
<list>
<string>css_class</string>
<string>default</string>
<string>items</string>
<string>required</string>
<string>title</string>
</list>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>your_follow_up_campaign_resource</string> </value>
</item>
<item>
<key> <string>message_values</string> </key>
<value>
<dictionary>
<item>
<key> <string>external_validator_failed</string> </key>
<value> <string>The input failed the external validator.</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>overrides</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>tales</string> </key>
<value>
<dictionary>
<item>
<key> <string>default</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAI=</string> </persistent>
</value>
</item>
<item>
<key> <string>required</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>values</string> </key>
<value>
<dictionary>
<item>
<key> <string>css_class</string> </key>
<value> <string>hidden</string> </value>
</item>
<item>
<key> <string>default</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>field_id</string> </key>
<value> <string>your_list_field</string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string>Base_viewFieldLibrary</string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<list/>
</value>
</item>
<item>
<key> <string>required</string> </key>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string>Click to edit the target</string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string>Nature</string> </value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
<record id="2" aka="AAAAAAAAAAI=">
<pickle>
<global name="TALESMethod" module="Products.Formulator.TALESField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>_text</string> </key>
<value> <string>python: here.Ticket_getResourceItemList(portal_type="Campaign", include_context=False)</string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Event_viewCreateTicketWorkflowActionDialog/your_follow_up_meeting_resource.xml 0 → 100644
View file @ 2fc492f4
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="ProxyField" module="Products.ERP5Form.ProxyField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>delegated_list</string> </key>
<value>
<list>
<string>css_class</string>
<string>default</string>
<string>items</string>
<string>required</string>
<string>title</string>
</list>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>your_follow_up_meeting_resource</string> </value>
</item>
<item>
<key> <string>message_values</string> </key>
<value>
<dictionary>
<item>
<key> <string>external_validator_failed</string> </key>
<value> <string>The input failed the external validator.</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>overrides</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>tales</string> </key>
<value>
<dictionary>
<item>
<key> <string>default</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAI=</string> </persistent>
</value>
</item>
<item>
<key> <string>required</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>values</string> </key>
<value>
<dictionary>
<item>
<key> <string>css_class</string> </key>
<value> <string>hidden</string> </value>
</item>
<item>
<key> <string>default</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>field_id</string> </key>
<value> <string>your_list_field</string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string>Base_viewFieldLibrary</string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<list/>
</value>
</item>
<item>
<key> <string>required</string> </key>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string>Click to edit the target</string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string>Nature</string> </value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
<record id="2" aka="AAAAAAAAAAI=">
<pickle>
<global name="TALESMethod" module="Products.Formulator.TALESField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>_text</string> </key>
<value> <string>python: here.Ticket_getResourceItemList(portal_type="Meeting", include_context=False)</string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Event_viewCreateTicketWorkflowActionDialog/your_follow_up_sale_opportunity_resource.xml 0 → 100644
View file @ 2fc492f4
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="ProxyField" module="Products.ERP5Form.ProxyField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>delegated_list</string> </key>
<value>
<list>
<string>css_class</string>
<string>default</string>
<string>items</string>
<string>required</string>
<string>title</string>
</list>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>your_follow_up_sale_opportunity_resource</string> </value>
</item>
<item>
<key> <string>message_values</string> </key>
<value>
<dictionary>
<item>
<key> <string>external_validator_failed</string> </key>
<value> <string>The input failed the external validator.</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>overrides</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>tales</string> </key>
<value>
<dictionary>
<item>
<key> <string>default</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAI=</string> </persistent>
</value>
</item>
<item>
<key> <string>required</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>values</string> </key>
<value>
<dictionary>
<item>
<key> <string>css_class</string> </key>
<value> <string>hidden</string> </value>
</item>
<item>
<key> <string>default</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>field_id</string> </key>
<value> <string>your_list_field</string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string>Base_viewFieldLibrary</string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<list/>
</value>
</item>
<item>
<key> <string>required</string> </key>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string>Click to edit the target</string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string>Nature</string> </value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
<record id="2" aka="AAAAAAAAAAI=">
<pickle>
<global name="TALESMethod" module="Products.Formulator.TALESField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>_text</string> </key>
<value> <string>python: here.Ticket_getResourceItemList(portal_type="Sale Opportunity", include_context=False)</string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Event_viewCreateTicketWorkflowActionDialog/your_follow_up_support_request_resource.xml 0 → 100644
View file @ 2fc492f4
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="ProxyField" module="Products.ERP5Form.ProxyField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>delegated_list</string> </key>
<value>
<list>
<string>default</string>
<string>items</string>
<string>required</string>
<string>title</string>
</list>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>your_follow_up_support_request_resource</string> </value>
</item>
<item>
<key> <string>message_values</string> </key>
<value>
<dictionary>
<item>
<key> <string>external_validator_failed</string> </key>
<value> <string>The input failed the external validator.</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>overrides</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>tales</string> </key>
<value>
<dictionary>
<item>
<key> <string>default</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAI=</string> </persistent>
</value>
</item>
<item>
<key> <string>required</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>values</string> </key>
<value>
<dictionary>
<item>
<key> <string>default</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>field_id</string> </key>
<value> <string>your_list_field</string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string>Base_viewFieldLibrary</string> </value>
</item>
<item>
<key> <string>items</string> </key>
<value>
<list/>
</value>
</item>
<item>
<key> <string>required</string> </key>
<value> <int>0</int> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string>Click to edit the target</string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string>Nature</string> </value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
<record id="2" aka="AAAAAAAAAAI=">
<pickle>
<global name="TALESMethod" module="Products.Formulator.TALESField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>_text</string> </key>
<value> <string>python: here.Ticket_getResourceItemList(portal_type="Support Request", include_context=False)</string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Event_viewCreateTicketWorkflowActionDialog/your_follow_up_ticket_title.xml
View file @ 2fc492f4
...@@ -10,6 +10,7 @@ ...@@ -10,6 +10,7 @@
<key> <string>delegated_list</string> </key> <key> <string>delegated_list</string> </key>
<value> <value>
<list> <list>
<string>default</string>
<string>required</string> <string>required</string>
</list> </list>
</value> </value>
...@@ -52,6 +53,12 @@ ...@@ -52,6 +53,12 @@
<key> <string>tales</string> </key> <key> <string>tales</string> </key>
<value> <value>
<dictionary> <dictionary>
<item>
<key> <string>default</string> </key>
<value>
<persistent> <string encoding="base64">AAAAAAAAAAI=</string> </persistent>
</value>
</item>
<item> <item>
<key> <string>field_id</string> </key> <key> <string>field_id</string> </key>
<value> <string></string> </value> <value> <string></string> </value>
...@@ -60,6 +67,10 @@ ...@@ -60,6 +67,10 @@
<key> <string>form_id</string> </key> <key> <string>form_id</string> </key>
<value> <string></string> </value> <value> <string></string> </value>
</item> </item>
<item>
<key> <string>required</string> </key>
<value> <string></string> </value>
</item>
<item> <item>
<key> <string>target</string> </key> <key> <string>target</string> </key>
<value> <string></string> </value> <value> <string></string> </value>
...@@ -71,6 +82,10 @@ ...@@ -71,6 +82,10 @@
<key> <string>values</string> </key> <key> <string>values</string> </key>
<value> <value>
<dictionary> <dictionary>
<item>
<key> <string>default</string> </key>
<value> <string></string> </value>
</item>
<item> <item>
<key> <string>field_id</string> </key> <key> <string>field_id</string> </key>
<value> <string>your_title</string> </value> <value> <string>your_title</string> </value>
...@@ -93,4 +108,17 @@ ...@@ -93,4 +108,17 @@
</dictionary> </dictionary>
</pickle> </pickle>
</record> </record>
<record id="2" aka="AAAAAAAAAAI=">
<pickle>
<global name="TALESMethod" module="Products.Formulator.TALESField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>_text</string> </key>
<value> <string>here/getTitle</string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData> </ZopeData>
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Event_viewStartWorkflowActionDialog/your_warning_message.xml
View file @ 2fc492f4
...@@ -148,7 +148,9 @@ ...@@ -148,7 +148,9 @@
</item> </item>
<item> <item>
<key> <string>enabled</string> </key> <key> <string>enabled</string> </key>
<value> <string></string> </value> <value>
<persistent> <string encoding="base64">AAAAAAAAAAM=</string> </persistent>
</value>
</item> </item>
<item> <item>
<key> <string>external_validator</string> </key> <key> <string>external_validator</string> </key>
...@@ -304,4 +306,17 @@ ...@@ -304,4 +306,17 @@
</dictionary> </dictionary>
</pickle> </pickle>
</record> </record>
<record id="3" aka="AAAAAAAAAAM=">
<pickle>
<global name="TALESMethod" module="Products.Formulator.TALESField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>_text</string> </key>
<value> <string>python: here.getPortalType() == "Mail Message"</string> </value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData> </ZopeData>
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Ticket_getArrowItemList.xml
View file @ 2fc492f4
...@@ -54,18 +54,21 @@ ...@@ -54,18 +54,21 @@
arrow = portal.portal_property_sheets.get("Arrow")\n arrow = portal.portal_property_sheets.get("Arrow")\n
\n \n
value_list = [(\'\', \'\'),]\n value_list = [(\'\', \'\'),]\n
value_list_append = value_list.append\n
\n \n
# add current user\n # add current user\n
user = portal.ERP5Site_getAuthenticatedMemberPersonValue()\n user = portal.ERP5Site_getAuthenticatedMemberPersonValue()\n
if user is not None:\n if user is not None:\n
value_list.append((user.getTitle(), user.getRelativeUrl()))\n value_list_append((user.getTitle(), user.getRelativeUrl()))\n
\n
for property in arrow.contentValues():\n
value = context.getProperty("%s_value" %property.getReference(), None)\n
if value is not None and value.getPortalType() in portal.getPortalNodeTypeList():\n
value_list.append((value.getTitle(), value.getRelativeUrl()))\n
\n \n
for property_value in arrow.contentValues():\n
value = context.getProperty("%s_value" %property_value.getReference(), None)\n
if value and value.getPortalType() in portal.getPortalNodeTypeList():\n
value = (value.getTitle(), value.getRelativeUrl())\n
if value not in value_list:\n
value_list_append(value)\n
\n \n
value_list.sort(key=lambda x: x[0])\n
\n \n
return value_list\n return value_list\n
</string> </value> </string> </value>
......
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Ticket_getResourceItemList.xml
View file @ 2fc492f4
...@@ -59,23 +59,26 @@ from zExceptions import Unauthorized\n ...@@ -59,23 +59,26 @@ from zExceptions import Unauthorized\n
from Products.ERP5Type.Cache import CachingMethod\n from Products.ERP5Type.Cache import CachingMethod\n
portal = context.getPortalObject()\n portal = context.getPortalObject()\n
\n \n
preference_id = \'preferred_%s_use\' % \'_\'.join(token.lower() for token in context.getPortalType().split(\' \'))\n if not portal_type:\n
portal_type = context.getPortalType()\n
\n
preference_id = \'preferred_%s_use\' % \'_\'.join(token.lower() for token in portal_type.split(\' \'))\n
sql_kw = {\'portal_type\': portal.getPortalResourceTypeList(),\n sql_kw = {\'portal_type\': portal.getPortalResourceTypeList(),\n
\'use_uid\': portal.portal_categories.getCategoryUid(portal.portal_preferences.getPreference(preference_id), base_category=\'use\'),\n \'use_uid\': portal.portal_categories.getCategoryUid(portal.portal_preferences.getPreference(preference_id), base_category=\'use\'),\n
\'validation_state\': \'validated\',\n \'validation_state\': \'validated\',\n
\'sort_on\': \'title\'}\n \'sort_on\': \'title\'}\n
\n \n
def getResourceItemList():\n def getResourceItemList(portal_type):\n
return [(\'\', \'\')] + [(result.getTitle(), result.getRelativeUrl()) for result in portal.portal_catalog(**sql_kw)]\n return [(\'\', \'\')] + [(result.getTitle(), result.getRelativeUrl()) for result in portal.portal_catalog(**sql_kw)]\n
\n \n
getResourceItemList = CachingMethod(getResourceItemList, \n getResourceItemList = CachingMethod(getResourceItemList, \n
id=(script.id, context.Localizer.get_selected_language()), \n id=(script.id, context.Localizer.get_selected_language()), \n
cache_factory=\'erp5_ui_long\')\n cache_factory=\'erp5_ui_long\')\n
\n \n
result_list = getResourceItemList()[:]\n result_list = getResourceItemList(portal_type)[:]\n
\n \n
# BBB returns actual value in list field\n # BBB returns actual value in list field\n
if context.getResource() and context.getResource() not in [result[1] for result in result_list]:\n if include_context and context.getResource() and context.getResource() not in [result[1] for result in result_list]:\n
try:\n try:\n
resource_value = portal.portal_categories.getCategoryValue(context.getResource(), base_category=\'resource\')\n resource_value = portal.portal_categories.getCategoryValue(context.getResource(), base_category=\'resource\')\n
if resource_value is not None:\n if resource_value is not None:\n
...@@ -94,7 +97,7 @@ return result_list\n ...@@ -94,7 +97,7 @@ return result_list\n
</item> </item>
<item> <item>
<key> <string>_params</string> </key> <key> <string>_params</string> </key>
<value> <string></string> </value> <value> <string>portal_type=None, include_context=True</string> </value>
</item> </item>
<item> <item>
<key> <string>id</string> </key> <key> <string>id</string> </key>
......
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Ticket_newEvent.xml
View file @ 2fc492f4
...@@ -77,14 +77,15 @@ event = module.newContent(portal_type=portal_type, \n ...@@ -77,14 +77,15 @@ event = module.newContent(portal_type=portal_type, \n
follow_up=context.getRelativeUrl())\n follow_up=context.getRelativeUrl())\n
\n \n
# Trigger appropriate workflow action\n # Trigger appropriate workflow action\n
if direction == \'incoming\':\n if not keep_draft:\n
# Support event_workflow and event_simulation_workflow\n if direction == \'incoming\':\n
if portal.portal_workflow.isTransitionPossible(event, \'receive\'):\n # Support event_workflow and event_simulation_workflow\n
event.receive()\n if portal.portal_workflow.isTransitionPossible(event, \'receive\'):\n
if portal.portal_workflow.isTransitionPossible(event, \'stop\'):\n event.receive()\n
event.stop()\n if portal.portal_workflow.isTransitionPossible(event, \'stop\'):\n
else:\n event.stop()\n
event.plan()\n else:\n
event.plan()\n
\n \n
# Redirect to event\n # Redirect to event\n
portal_status_message = translateString(\n portal_status_message = translateString(\n
...@@ -95,7 +96,7 @@ return event.Base_redirect(\'view\', keep_items = dict(portal_status_message=por ...@@ -95,7 +96,7 @@ return event.Base_redirect(\'view\', keep_items = dict(portal_status_message=por
</item> </item>
<item> <item>
<key> <string>_params</string> </key> <key> <string>_params</string> </key>
<value> <string>form_id=\'view\', portal_type=None, title=None, resource=None, text_content=None,direction=None, source=None, destination=None, **kw</string> </value> <value> <string>form_id=\'view\', portal_type=None, title=None, resource=None, text_content=None,direction=None, source=None, destination=None, keep_draft=False, **kw</string> </value>
</item> </item>
<item> <item>
<key> <string>id</string> </key> <key> <string>id</string> </key>
......
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Ticket_viewNewEventDialog.xml
View file @ 2fc492f4
...@@ -76,6 +76,7 @@ ...@@ -76,6 +76,7 @@
<value> <value>
<list> <list>
<string>your_text_content</string> <string>your_text_content</string>
<string>your_keep_draft</string>
</list> </list>
</value> </value>
</item> </item>
......
bt5/erp5_crm/SkinTemplateItem/portal_skins/erp5_crm/Ticket_viewNewEventDialog/your_keep_draft.xml 0 → 100644
View file @ 2fc492f4
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="ProxyField" module="Products.ERP5Form.ProxyField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>delegated_list</string> </key>
<value>
<list>
<string>title</string>
</list>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>your_keep_draft</string> </value>
</item>
<item>
<key> <string>message_values</string> </key>
<value>
<dictionary>
<item>
<key> <string>external_validator_failed</string> </key>
<value> <string>The input failed the external validator.</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>overrides</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>tales</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>values</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string>my_checkbox</string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string>Base_viewFieldLibrary</string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string>Click to edit the target</string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string>Keep in draft state</string> </value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_crm/bt/revision
View file @ 2fc492f4
592 593
\ No newline at end of file \ No newline at end of file
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