Merge PR #580 into 17.0

Signed-off-by pedrobaeza

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 <kansagraanand@hotmail.com>
+
+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.

crm_phonecall_summary_predefined/__init__.py

@@ -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

crm_phonecall_summary_predefined/__manifest__.py

@@ -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"],
+}

crm_phonecall_summary_predefined/hooks.py

@@ -0,0 +1,17 @@
+# Copyright 2017 Vicent Cubells <vicent.cubells@tecnativa.com>
+# 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)])

crm_phonecall_summary_predefined/i18n/am.po

@@ -0,0 +1,111 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# * crm_phonecall_summary_predefined
+#
+# Translators:
+# OCA Transbot <transbot@odoo-community.org>, 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 <transbot@odoo-community.org>, 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 ""

crm_phonecall_summary_predefined/i18n/ar.po

@@ -0,0 +1,112 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# * crm_phonecall_summary_predefined
+#
+# Translators:
+# OCA Transbot <transbot@odoo-community.org>, 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 <transbot@odoo-community.org>, 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 ""