diff --git a/addons/crm/crm_lead_demo.xml b/addons/crm/crm_lead_demo.xml
index 390932c9e0a..ec6620f3756 100644
--- a/addons/crm/crm_lead_demo.xml
+++ b/addons/crm/crm_lead_demo.xml
@@ -270,6 +270,8 @@
+
+
BalmerInc S.A.
Rue des Palais 51, bte 33
@@ -291,6 +293,8 @@
+
+
Lucie Vonck
Chaussée de Namur
@@ -313,6 +317,8 @@
+
+
Université de Liège
@@ -336,6 +342,8 @@
+
+
Bank Wealthy and sons
1 rue Rockfeller
@@ -359,6 +367,7 @@
+
@@ -376,6 +385,8 @@
+
+
Dubois sprl
@@ -428,6 +439,8 @@
+
+
Axelor
12 rue Albert Einstein
@@ -450,6 +463,8 @@
+
+
Thymbra
Palermo, Capital Federal
@@ -473,6 +488,8 @@
+
+
Eric Dubois
Chaussée de Binche, 27
diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml
index 42587eea2b0..350e85b977e 100644
--- a/addons/crm/crm_lead_view.xml
+++ b/addons/crm/crm_lead_view.xml
@@ -462,7 +462,7 @@
+ name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml
index 4c165d5aa81..18d4f5672b8 100644
--- a/addons/crm/report/crm_lead_report_view.xml
+++ b/addons/crm/report/crm_lead_report_view.xml
@@ -261,7 +261,6 @@
parent="base.next_id_64" action="action_report_crm_lead" sequence="3"/>
diff --git a/addons/crm/wizard/crm_lead_to_partner.py b/addons/crm/wizard/crm_lead_to_partner.py
index 88ccacffef5..65ecdca02e3 100644
--- a/addons/crm/wizard/crm_lead_to_partner.py
+++ b/addons/crm/wizard/crm_lead_to_partner.py
@@ -86,8 +86,20 @@ class crm_lead2partner(osv.osv_memory):
partner_ids = partner_obj.search(cr, uid, [('address', 'in', address_ids)], context=context)
# Find partner name that matches the name of the lead
- if not partner_ids and lead.partner_name:
- partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name)], context=context)
+ if type(lead.partner_name).__name__ == 'unicode':
+ partner_name = str(lead.partner_name)
+ partner_name = partner_name.capitalize()
+ partner = ''
+ upper = False
+ for name in partner_name:
+ if upper:
+ partner+=name.upper()
+ else:
+ partner+=name
+ upper = name.isspace()
+
+ if not partner_ids and partner:
+ partner_ids = partner_obj.search(cr, uid, [('name', '=', partner)], context=context)
partner_id = partner_ids and partner_ids[0] or False
diff --git a/addons/crm/wizard/crm_opportunity_to_phonecall.py b/addons/crm/wizard/crm_opportunity_to_phonecall.py
index 714376766f6..b0bfbf3b817 100644
--- a/addons/crm/wizard/crm_opportunity_to_phonecall.py
+++ b/addons/crm/wizard/crm_opportunity_to_phonecall.py
@@ -35,13 +35,16 @@ class crm_opportunity2phonecall(osv.osv_memory):
_columns = {
'name' : fields.char('Call summary', size=64, required=True, select=1),
'user_id' : fields.many2one('res.users', "Assign To"),
+ 'contact_name':fields.char('Contact', size=64),
+ 'phone':fields.char('Phone', size=64),
'partner_id' : fields.many2one('res.partner', "Partner"),
'date': fields.datetime('Date'),
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
'categ_id': fields.many2one('crm.case.categ', 'Category', \
domain="['|',('section_id','=',False),('section_id','=',section_id),\
('object_id.model', '=', 'crm.phonecall')]"),
- 'action': fields.selection([('schedule','Schedule a call'), ('log','Log a call')], 'Action', required=True),
+ 'action': fields.selection([('schedule','Schedule a call'), ('log','Log a call')], 'Action', required=True),
+ 'note':fields.text('Note'),
}
def default_get(self, cr, uid, fields, context=None):
@@ -64,7 +67,7 @@ class crm_opportunity2phonecall(osv.osv_memory):
record_ids = context and context.get('active_ids', []) or []
res = super(crm_opportunity2phonecall, self).default_get(cr, uid, fields, context=context)
- res.update({'action': 'schedule', 'date': time.strftime('%Y-%m-%d %H:%M:%S')})
+ res.update({'action': 'log', 'date': time.strftime('%Y-%m-%d %H:%M:%S')})
for opp in opp_obj.browse(cr, uid, record_ids, context=context):
if 'name' in fields:
res.update({'name': opp.name})
@@ -76,6 +79,12 @@ class crm_opportunity2phonecall(osv.osv_memory):
res.update({'categ_id': categ_id})
if 'partner_id' in fields:
res.update({'partner_id': opp.partner_id and opp.partner_id.id or False})
+ if 'note' in fields:
+ res.update({'note': opp.description})
+ if 'contact_name' in fields:
+ res.update({'contact_name': opp.partner_address_id and opp.partner_address_id.name or False})
+ if 'phone' in fields:
+ res.update({'phone': opp.phone or (opp.partner_address_id and opp.partner_address_id.phone or False)})
return res
def action_cancel(self, cr, uid, ids, context=None):
@@ -142,6 +151,7 @@ class crm_opportunity2phonecall(osv.osv_memory):
if this.action == 'log':
phonecall_obj.case_close(cr, uid, [new_case])
+ return {'type': 'ir.actions.act_window_close'}
value = {
'name': _('Phone Call'),
diff --git a/addons/crm/wizard/crm_opportunity_to_phonecall_view.xml b/addons/crm/wizard/crm_opportunity_to_phonecall_view.xml
index 764648a877b..980b93500d2 100644
--- a/addons/crm/wizard/crm_opportunity_to_phonecall_view.xml
+++ b/addons/crm/wizard/crm_opportunity_to_phonecall_view.xml
@@ -16,10 +16,19 @@
-
-
-
-
+
+
+
+
+
+
+
+
+
+
+
+
+