crm: add the missing file and add the wizard of opportunity2phonecall

bzr revid: sbh@tinyerp.com-20100310054717-taqd558s8p75hinr

9 files changed, 381 insertions, 2 deletions

diff --git a/addons/crm/__terp__.py b/addons/crm/__terp__.py
index 3143972509a..3bcfabd6aa9 100644
--- a/addons/crm/__terp__.py
+++ b/addons/crm/__terp__.py
@@ -68,6 +68,7 @@ between mails and Open ERP.""",
         'wizard/phonecall2opportunity.xml',
         'wizard/opportunity2partner_view.xml',
         'wizard/opportunity2meeting.xml',
+        'wizard/opportunity2phonecall.xml',
         'crm_wizard.xml', 
         'crm_view.xml',
          
diff --git a/addons/crm/wizard/__init__.py b/addons/crm/wizard/__init__.py
index 017ffe5b744..fac5ce98a26 100644
--- a/addons/crm/wizard/__init__.py
+++ b/addons/crm/wizard/__init__.py
@@ -34,6 +34,7 @@ import phonecall2meeting
 import phonecall_to_opportunity
 import opportunity2partner
 import opportunity2meeting
+import opportunity2phonecall
 
 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 
diff --git a/addons/crm/wizard/crm_phonecall2phonecall.xml b/addons/crm/wizard/crm_phonecall2phonecall.xml
new file mode 100644
index 00000000000..b4911e48b15
--- /dev/null
+++ b/addons/crm/wizard/crm_phonecall2phonecall.xml
@@ -0,0 +1,31 @@
+<?xml version="1.0"?>
+<openerp>
+    <data>
+        <record model="ir.ui.view" id="phonecall_to_phonecall_view">
+            <field name="name">crm.phonecall2phonecall.form</field>
+            <field name="model">crm.phonecall2phonecall</field>
+            <field name="type">form</field>
+            <field name="arch" type="xml">
+                <form string="Schedule Other Call" col="2">
+                		<field name="name"/>
+						<field name="user_id" />
+						<field name="date" string="Planned Date"/>
+						<field name="section_id"/>
+                    <group colspan="2" col="2" >
+                        <button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
+                        <button name="action_apply" type="object" string="_Apply" icon="gtk-apply" />
+                    </group>
+                </form>
+            </field>
+        </record>
+        <record model="ir.actions.act_window" id="phonecall_to_phonecall_act">
+            <field name="name">Schedule Other Call</field>
+            <field name="res_model">crm.phonecall2phonecall</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">form</field>
+            <field name="view_id" ref="phonecall_to_phonecall_view"/>
+            <field name="target">new</field>
+         	<field name="context">{'record_id' : active_id}</field>
+        </record>
+    </data>
+</openerp>   
\ No newline at end of file
diff --git a/addons/crm/wizard/lead_to_partner.py b/addons/crm/wizard/lead_to_partner.py
new file mode 100644
index 00000000000..4d1a3d5468e
--- /dev/null
+++ b/addons/crm/wizard/lead_to_partner.py
@@ -0,0 +1,143 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#    
+#    OpenERP, Open Source Management Solution
+#    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+#
+#    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 mx.DateTime import now
+
+from osv import osv, fields
+import netsvc
+import ir
+import pooler
+from tools.translate import _
+
+class crm_lead2partner(osv.osv_memory):
+    _name = 'crm.lead2partner'
+    _description = 'Lead to Partner'
+    
+    _columns = {
+        'action': fields.selection([('exist','Link to an existing partner'),('create','Create a new partner')],'Action',required=True),
+        'partner_id': fields.many2one('res.partner','Partner'), 
+    }
+    _defaults = {
+        'action': lambda *a:'exist',
+    }
+    
+    def create_partner(self, cr, uid, ids, context):
+        view_obj = self.pool.get('ir.ui.view')
+        view_id = view_obj.search(cr,uid,[('model','=','crm.lead2partner'),('name','=','crm.lead2partner.view')])
+        return {
+            'view_mode': 'form',
+            'view_type': 'form',
+            'view_id': view_id or False,
+            'res_model': 'crm.lead2partner',
+            'type': 'ir.actions.act_window',
+            'target': 'new',
+        }
+        
+    def selectPartner(self, cr, uid, ids, context):
+        case_obj = self.pool.get('crm.lead')
+        partner_obj = self.pool.get('res.partner')
+        contact_obj = self.pool.get('res.partner.address')
+        rec_ids = context and context.get('record_ids',False)
+        value={}
+        for case in case_obj.browse(cr, uid, rec_ids):
+            if case.partner_id:
+                 raise osv.except_osv(_('Warning !'),
+                    _('A partner is already defined on this lead.'))
+           
+            partner_ids = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])            
+            if not partner_ids and case.email_from:
+                address_ids = contact_obj.search(cr, uid, [('email', '=', case.email_from)])
+                if address_ids:
+                    addresses = contact_obj.browse(cr, uid, address_ids)
+                    partner_ids = addresses and [addresses[0].partner_id.id] or False
+
+            partner_id = partner_ids and partner_ids[0] or False
+        if not partner_id:
+            value = self._make_partner(cr, uid, ids, context)           
+        return value 
+
+    def _create_partner(self, cr, uid, ids, context):
+        case_obj = self.pool.get('crm.lead')
+        partner_obj = self.pool.get('res.partner')
+        contact_obj = self.pool.get('res.partner.address')
+        datas = self.browse(cr, uid, ids)[0]
+        partner_ids = []
+        partner_id = False
+        contact_id = False
+        rec_ids = context and context.get('record_ids',False)
+        for case in case_obj.browse(cr, uid, rec_ids):
+            if datas.action == 'create':
+                partner_id = partner_obj.create(cr, uid, {
+                    'name': case.partner_name or case.name,
+                    'user_id': case.user_id.id,
+                    'comment': case.description,
+                })
+                contact_id = contact_obj.create(cr, uid, {
+                    'partner_id': partner_id,
+                    'name': case.name,
+                    'phone': case.phone,
+                    'mobile': case.mobile,
+                    'email': case.email_from,
+                    'fax': case.fax,
+                    'title': case.title,
+                    'function': case.function and case.function.id or False,
+                    'street': case.street,
+                    'street2': case.street2,
+                    'zip': case.zip,
+                    'city': case.city,
+                    'country_id': case.country_id and case.country_id.id or False,
+                    'state_id': case.state_id and case.state_id.id or False,
+                })
+
+            else:
+                if datas.partner_id:
+                    partner = partner_obj.browse(cr,uid,datas.partner_id.id)
+                    partner_id = partner.id
+                    contact_id = partner.address and partner.address[0].id
+
+            partner_ids.append(partner_id)
+            vals = {}
+            if partner_id:
+                vals.update({'partner_id': partner_id})
+            if contact_id:
+                vals.update({'partner_address_id': contact_id})
+            case_obj.write(cr, uid, [case.id], vals)   
+        return partner_ids
+
+    def _make_partner(self, cr, uid, ids, context): 
+        partner_ids = self._create_partner(cr, uid, ids, context)
+        mod_obj = self.pool.get('ir.model.data') 
+        result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
+        res = mod_obj.read(cr, uid, result, ['res_id'])
+        value = {
+            'domain': "[]",
+            'view_type': 'form',
+            'view_mode': 'form,tree',
+            'res_model': 'res.partner',
+            'res_id': partner_ids and int(partner_ids[0]) or False,
+            'view_id': False,
+            'type': 'ir.actions.act_window',
+            'search_view_id': res['res_id'] 
+        }
+        return value
+    
+crm_lead2partner()
+
diff --git a/addons/crm/wizard/lead_to_partner_view.xml b/addons/crm/wizard/lead_to_partner_view.xml
new file mode 100644
index 00000000000..b11b90bb534
--- /dev/null
+++ b/addons/crm/wizard/lead_to_partner_view.xml
@@ -0,0 +1,67 @@
+<openerp>
+  	<data>
+  		<record id="view_crm_lead2partner_create" model="ir.ui.view">
+	      <field name="name">crm.lead2partner.view.create</field>
+	      <field name="model">crm.lead2partner</field>
+	      <field name="type">form</field>
+	      <field name="arch" type="xml">
+	      	<form string="Create a Partner">
+	      		<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
+        		<label string="You may have to verify that this partner does not exist already." colspan="4"/>
+	      		<group col="4" colspan="4">
+	      			<button special="cancel" string="Cancel" icon="gtk-cancel"/>
+	      			<button name="create_partner" string="Create Partner" type="object" icon="gtk-ok"/>
+	      		</group>
+	      	</form>
+	      </field>
+	   </record>
+	   <record id="action_crm_lead2partner_create" model="ir.actions.act_window">
+	      <field name="name">Create a Partner</field>
+	      <field name="type">ir.actions.act_window</field>
+	      <field name="res_model">crm.lead2partner</field>
+	      <field name="view_id" ref="view_crm_lead2partner_create"/>
+	      <field name="view_type">form</field>
+	      <field name="view_mode">form</field>
+	      <field name="target">new</field>
+	      <field name="context">{'record_ids' : active_ids}</field>
+	   </record>
+	   
+	   <record model="ir.values" id="values_crm_lead2partner_create">
+            <field name="model_id" ref="crm.model_crm_lead" />
+            <field name="object" eval="1" />
+            <field name="name">Create Partner</field>
+            <field name="key2">client_action_multi</field>
+            <field name="value" eval="'ir.actions.act_window,' + str(ref('action_crm_lead2partner_create'))" />
+            <field name="key">action</field>
+            <field name="model">crm.lead</field>
+        </record>
+	   
+	   <record id="view_crm_lead2partner" model="ir.ui.view">
+	      <field name="name">crm.lead2partner.view</field>
+	      <field name="model">crm.lead2partner</field>
+	      <field name="type">form</field>
+	      <field name="arch" type="xml">
+	      	<form string="Create a Partner">
+	      		<field name="action"/>
+	      		<group attrs="{'invisible':[('action','!=','exist')]}">
+		            <field name="partner_id"/>
+		        </group>
+	      		<group col="4" colspan="4">
+	      			<button special="cancel" string="Cancel" icon="gtk-cancel"/>
+	      			<button name="selectPartner" string="Continue" type="object" icon="gtk-ok"/>
+	      		</group>
+	      	</form>
+	      </field>
+	   </record>
+	   <record id="action_crm_lead2partner" model="ir.actions.act_window">
+	      <field name="name">Create a Partner</field>
+	      <field name="type">ir.actions.act_window</field>
+	      <field name="res_model">crm.lead2partner</field>
+	      <field name="view_id" ref="view_crm_lead2partner"/>
+	      <field name="view_type">form</field>
+	      <field name="view_mode">form</field>
+	      <field name="target">new</field>
+	      <field name="context">{'record_ids' : active_ids}</field>
+	   </record>
+ 	</data>
+</openerp>
diff --git a/addons/crm/wizard/opportunity2meeting.py b/addons/crm/wizard/opportunity2meeting.py
index 52aee7bd331..9c0628429df 100644
--- a/addons/crm/wizard/opportunity2meeting.py
+++ b/addons/crm/wizard/opportunity2meeting.py
@@ -38,7 +38,7 @@ class crm_opportunity2meeting(osv.osv_memory):
     def action_cancel(self, cr, uid, ids, context=None):
         return {'type':'ir.actions.act_window_close'}
 
-    def _makeMeeting(self, cr, uid, ids, context=None):
+    def action_makeMeeting(self, cr, uid, ids, context=None):
         this = self.browse(cr, uid, ids[0], context=context)
         record_id = context and context.get('record_id', False) or False
         if record_id:
diff --git a/addons/crm/wizard/opportunity2meeting.xml b/addons/crm/wizard/opportunity2meeting.xml
index 39a36df4896..a8851c53d2c 100644
--- a/addons/crm/wizard/opportunity2meeting.xml
+++ b/addons/crm/wizard/opportunity2meeting.xml
@@ -8,7 +8,7 @@
             <field name="arch" type="xml">
                 <form string="Convert To Meeting ">
                         <button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
-                        <button name="_makeMeeting" type="object" string="_Apply" icon="gtk-apply" />
+                        <button name="action_makeMeeting" type="object" string="_Apply" icon="gtk-apply" />
                 </form>
             </field>
         </record>
diff --git a/addons/crm/wizard/opportunity2phonecall.py b/addons/crm/wizard/opportunity2phonecall.py
new file mode 100644
index 00000000000..6bebf5da6be
--- /dev/null
+++ b/addons/crm/wizard/opportunity2phonecall.py
@@ -0,0 +1,105 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#    
+#    OpenERP, Open Source Management Solution
+#    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+#
+#    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 mx.DateTime import now
+
+from osv import osv, fields
+import netsvc
+import ir
+import pooler
+from tools.translate import _
+
+class crm_opportunity2phonecall(osv.osv_memory):
+    _name = 'crm.opportunity2phonecall'
+    _description = 'Opportunity to Phonecall'
+    _columns = {
+        'name' : fields.char('Call summary', size=64, required=True, select=1),
+        'user_id' : fields.many2one('res.users',"Assign To"),
+        'date': fields.datetime('Date' ,required=True),
+        'section_id':fields.many2one('crm.case.section','Sales Team'),
+
+    }
+    def default_get(self, cr, uid, fields, context=None):
+        record_id = context and context.get('record_id', False) or False
+        res = super(crm_opportunity2phonecall, self).default_get(cr, uid, fields, context=context)
+        if record_id:
+            opportunity = self.pool.get('crm.opportunity').browse(cr, uid, record_id, context=context)
+            res['name']=opportunity.name
+            res['user_id']=opportunity.user_id and opportunity.user_id.id or False
+            res['section_id']=opportunity.section_id and opportunity.section_id.id or False 
+        return res
+
+    def action_cancel(self, cr, uid, ids, context=None):
+        return {'type':'ir.actions.act_window_close'}
+
+    def action_apply(self, cr, uid, ids, context=None):
+        this = self.browse(cr, uid, ids[0], context=context)
+        mod_obj =self.pool.get('ir.model.data') 
+        result = mod_obj._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
+        res = mod_obj.read(cr, uid, result, ['res_id'])
+        phonecall_case_obj = self.pool.get('crm.phonecall')
+        opportunity_case_obj = self.pool.get('crm.opportunity') 
+        # Select the view
+        record_id = context and context.get('record_id', False) or False
+        data_obj = self.pool.get('ir.model.data')
+        id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_tree_view')
+        id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_form_view')
+        if id2:
+            id2 = data_obj.browse(cr, uid, id2, context=context).res_id
+        if id3:
+            id3 = data_obj.browse(cr, uid, id3, context=context).res_id
+
+        opportunites = opportunity_case_obj.browse(cr, uid, [record_id])
+        for opportunity in opportunites:            
+            new_case = phonecall_case_obj.create(cr, uid, {
+                    'name' : opportunity.name,
+                    'case_id' : opportunity.id,
+                    'user_id' : this.user_id,
+                    'categ_id' : opportunity.categ_id,
+                    'description' : opportunity.description,
+                    'date' : this.date,
+                    'section_id' : opportunity.section_id and opportunity.section_id.id or False,
+                    'partner_id': opportunity.partner_id and opportunity.partner_id.id or False,
+                    'partner_address_id':opportunity.partner_address_id and opportunity.partner_address_id.id or False,
+                    'description': opportunity.description or '',
+                    'partner_phone' : opportunity.phone or (opportunity.partner_address_id and opportunity.partner_address_id.phone or False),
+                    'partner_mobile' : opportunity.partner_address_id and opportunity.partner_address_id.mobile or False,
+                    'priority': opportunity.priority,
+                    'opportunity_id':opportunity.id
+            }, context=context)
+            vals = {}
+
+            phonecall_case_obj.case_open(cr, uid, [new_case])        
+            
+        value = {            
+            'name': _('Phone Call'),
+            'view_type': 'form',
+            'view_mode': 'tree,form',
+            'res_model': 'crm.phonecall',
+            'res_id' : new_case,
+            'views': [(id3,'form'),(id2,'tree'),(False,'calendar'),(False,'graph')],
+            'type': 'ir.actions.act_window',
+            'search_view_id': res['res_id']
+        }
+        return value
+        
+    
+crm_opportunity2phonecall()   
\ No newline at end of file
diff --git a/addons/crm/wizard/opportunity2phonecall.xml b/addons/crm/wizard/opportunity2phonecall.xml
new file mode 100644
index 00000000000..9f24e5e37be
--- /dev/null
+++ b/addons/crm/wizard/opportunity2phonecall.xml
@@ -0,0 +1,31 @@
+<?xml version="1.0"?>
+<openerp>
+    <data>
+        <record model="ir.ui.view" id="opportunity2phonecall_view">
+            <field name="name">crm.opportunity2phonecall.form</field>
+            <field name="model">crm.opportunity2phonecall</field>
+            <field name="type">form</field>
+            <field name="arch" type="xml">
+                <form string="Schedule Other Call" col="2">
+                		<field name="name"/>
+						<field name="user_id" />
+						<field name="date" string="Planned Date"/>
+						<field name="section_id"/>
+                    <group colspan="2" col="2" >
+                        <button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
+                        <button name="action_apply" type="object" string="_Apply" icon="gtk-apply" />
+                    </group>
+                </form>
+            </field>
+        </record>
+ 		<record model="ir.actions.act_window" id="opportunity2phonecall_act">
+            <field name="name">Schedule Other Call</field>
+            <field name="res_model">crm.opportunity2phonecall</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">form</field>
+            <field name="view_id" ref="opportunity2phonecall_view"/>
+            <field name="target">new</field>
+         	<field name="context">{'record_id' : active_id}</field>
+        </record>
+    </data>
+</openerp>   
\ No newline at end of file