From dc0b929b09a10ec5d06f14e8e0f0dc7cbbe38f80 Mon Sep 17 00:00:00 2001
From: "rpa (Open ERP)" <rpa@tinyerp.com>
Date: Sat, 10 Jul 2010 15:30:16 +0530
Subject: [PATCH] [ADD]: crm: * Added new objects for custom crm case and
 sections * Added a wizard to create Menus for custom cases

bzr revid: rpa@tinyerp.com-20100710100016-n1tjsrvfnjgmifig
---
 addons/crm/__openerp__.py                     |   2 +
 addons/crm/crm.py                             |  82 ++++++
 addons/crm/crm_view.xml                       | 257 ++++++++++++++++++
 addons/crm/wizard/__init__.py                 |   2 +
 addons/crm/wizard/crm_custom_create_menu.py   |  78 ++++++
 .../wizard/crm_custom_create_menu_view.xml    |  40 +++
 6 files changed, 461 insertions(+)
 create mode 100644 addons/crm/wizard/crm_custom_create_menu.py
 create mode 100644 addons/crm/wizard/crm_custom_create_menu_view.xml

diff --git a/addons/crm/__openerp__.py b/addons/crm/__openerp__.py
index a490a800beb..f23b61df5ea 100644
--- a/addons/crm/__openerp__.py
+++ b/addons/crm/__openerp__.py
@@ -85,6 +85,8 @@ Create dashboard for CRM that includes:
 
         'wizard/crm_forward_to_partner_view.xml',
         'wizard/crm_send_email_view.xml',
+        'wizard/crm_custom_create_menu_view.xml',
+
         'crm_view.xml',
 
         'crm_action_rule_view.xml',
diff --git a/addons/crm/crm.py b/addons/crm/crm.py
index 575c2a8a3e3..9dd021183f4 100644
--- a/addons/crm/crm.py
+++ b/addons/crm/crm.py
@@ -639,4 +639,86 @@ class res_partner(osv.osv):
     }
 res_partner()
 
+
+class crm_case_section_custom(osv.osv):
+    _name = "crm.case.section.custom"
+    _description = 'Custom CRM Case Section' 
+
+    _columns = {
+        'name': fields.char('Case Section',size=64, required=True, translate=True),
+        'code': fields.char('Section Code',size=8),
+        'active': fields.boolean('Active'),
+        'allow_unlink': fields.boolean('Allow Delete', help="Allows to delete non draft cases"),
+        'sequence': fields.integer('Sequence'),
+        'user_id': fields.many2one('res.users', 'Responsible User'),
+        'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by Open ERP about cases in this section"),
+        'parent_id': fields.many2one('crm.case.section', 'Parent Section'), 
+        'note': fields.text('Notes'),
+    }
+
+    _defaults = {
+        'active': 1,
+        'allow_unlink': 1,
+    }
+
+    _sql_constraints = [
+        ('code_uniq', 'unique (code)', 'The code of the section must be unique !')
+    ]
+
+    def _check_recursion(self, cr, uid, ids):
+        level = 100
+        while len(ids):
+            cr.execute('SELECT DISTINCT parent_id FROM crm_case_section '\
+                       'WHERE id IN %s',
+                       (tuple(ids),))
+            ids = filter(None, map(lambda x:x[0], cr.fetchall()))
+            if not level:
+                return False
+            level -= 1
+        return True
+    _constraints = [
+        (_check_recursion, 'Error ! You cannot create recursive sections.', ['parent_id'])
+    ]
+
+crm_case_section_custom()
+
+
+class crm_case_custom(osv.osv, crm_case):
+    _name = 'crm.case.custom'
+    _inherit = 'mailgate.thread'
+    _description = "Custom CRM Case"
+
+    _columns = {
+            'id': fields.integer('ID', readonly=True),
+            'name': fields.char('Name',size=64,required=True),
+            'priority': fields.selection(AVAILABLE_PRIORITIES, 'Priority'),
+            'active': fields.boolean('Active'),
+            'description': fields.text('Description'),
+            'section_id': fields.many2one('crm.case.section.custom', 'Section', required=True, select=True),
+            'probability': fields.float('Probability (%)'),
+            'email_from': fields.char('Partner Email', size=128),
+            'email_cc': fields.char('CC', size=252),
+            'partner_id': fields.many2one('res.partner', 'Partner'),
+            'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', domain="[('partner_id','=',partner_id)]"),
+            'date': fields.datetime('Date'),
+            'create_date': fields.datetime('Created' ,readonly=True),
+            'date_deadline': fields.datetime('Deadline'),
+            'date_closed': fields.datetime('Closed', readonly=True),
+            'user_id': fields.many2one('res.users', 'Responsible'),
+            'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
+            'ref' : fields.reference('Reference', selection=_links_get, size=128),
+            'date_action_last': fields.datetime('Last Action', readonly=1),
+            'date_action_next': fields.datetime('Next Action', readonly=1),
+        }
+
+    _defaults = {
+        'active': 1,
+        'state': 'draft',
+        'priority': AVAILABLE_PRIORITIES[2][0],
+        'date': time.strftime('%Y-%m-%d %H:%M:%S'),
+    }
+
+crm_case_custom()
+
+
 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
diff --git a/addons/crm/crm_view.xml b/addons/crm/crm_view.xml
index 74786ad91f6..e42a3db0584 100644
--- a/addons/crm/crm_view.xml
+++ b/addons/crm/crm_view.xml
@@ -428,5 +428,262 @@
                     </field>
                 </field>
         </record>
+        
+        
+        <!-- Custom Case Sections -->
+        <record id="crm_case_section_custom_view_form" model="ir.ui.view">
+            <field name="name">crm.case.section.custom.form</field>
+            <field name="model">crm.case.section.custom</field>
+            <field name="type">form</field>
+            <field name="arch" type="xml">
+                <form string="Custom Case Section">
+                    <group col="6" colspan="4">
+                        <field name="name" select="1" colspan="2"/>
+                        <field name="parent_id" select="2" widget="selection"/>
+                        <field name="code" select="1"/>
+                        <newline/>
+                        <field name="user_id" select="2"/>
+                        <field name="active" select="2"/>
+                    </group>
+                    <notebook colspan="4">
+                        <page string="Information">
+                            <group col="2" colspan="1">
+                                <separator string="Mailgateway" colspan="2"/>
+                                <field name="reply_to" select="2"/>
+                            </group>
+                            <group col="2" colspan="1">
+                                <separator string="Configuration" colspan="2"/>
+                                <field name="allow_unlink" select="2"/>
+                            </group>
+                        </page>
+                        <page string="Notes">
+                            <field name="note" select="1" colspan="4" nolabel="1"/>
+                        </page>
+                    </notebook>
+                </form>
+            </field>
+        </record>
+        <record id="crm_case_section_custom_view_tree" model="ir.ui.view">
+            <field name="name">crm.case.section.custom.tree</field>
+            <field name="model">crm.case.section.custom</field>
+            <field name="type">tree</field>
+            <field name="arch" type="xml">
+                <tree string="Custom Case Section">
+                    <field name="name" select="1"/>
+                    <field name="code" select="1"/>
+                    <field name="user_id" select="1"/>
+                </tree>
+            </field>
+        </record>
+        
+        <!-- Custom crm case-->
+        
+        <record id="crm_case_custom_tree_view" model="ir.ui.view">
+            <field name="name">Custom Cases - Tree</field>
+            <field name="model">crm.case.custom</field>
+            <field name="type">tree</field>
+            <field name="arch" type="xml">
+                <tree colors="red:date_deadline&lt;current_date and state=='open'" string="Custom Cases">
+                    <field name="id"/>
+                    <field name="date"/>
+                    <field name="date_deadline"/>
+                    <field name="name"/>
+                    <field name="partner_id"/>
+                    <field name="user_id"/>
+                    <field name="priority"/>
+                    <field name="state"/>
+                    <field name="create_date" invisible="1"/>
+                </tree>
+            </field>
+        </record>
+
+        <record id="crm_case_custom_form_view" model="ir.ui.view">
+            <field name="name">Custom Cases - Form</field>
+            <field name="model">crm.case.custom</field>
+            <field name="type">form</field>
+            <field name="priority" eval="1"/>
+            <field name="arch" type="xml">
+                <form string="Custom Cases">
+                    <group colspan="4" col="6">
+                        <field name="name" select="1"/>
+                        <field name="section_id" widget="selection"/>
+                        <field name="user_id" select="1"/>
+                        <field name="priority"/>
+                        <field name="date" select="1"/>
+                        <field name="date_deadline" select="2"/>
+                    </group>
+                    <notebook colspan="4">
+                        <page string="General">
+                            <group col="4" colspan="4">
+                                <separator string="Communication" colspan="4"/>
+                                <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
+                                <field name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
+                                <newline/>
+                                <field name="email_from" select="2"/>
+                            </group>
+
+                            <separator string="Notes" colspan="4"/>
+                            <field colspan="4" name="description" nolabel="1" select="2"/>
+
+                            <separator colspan="4"/>
+                            <group col="8" colspan="4">
+                                <field name="state"/>
+                                <button name="case_open" string="Open"
+                                    states="draft,pending" type="object"
+                                    icon="gtk-go-forward" />
+                                <button name="case_close" string="Close"
+                                    states="open,draft,pending" type="object"
+                                    icon="gtk-close" />
+                                <button name="case_pending" string="Pending"
+                                    states="draft,open" type="object"
+                                    icon="gtk-media-pause" />
+                                <button name="case_cancel" string="Cancel"
+                                    states="draft,open,pending" type="object"
+                                    icon="gtk-cancel" />
+                                <button name="case_reset"
+                                    string="Reset to Draft" states="done,cancel"
+                                    type="object" icon="gtk-convert" />
+                            </group>
+                        </page>
+                        <page string="Extra Info">
+                            <separator colspan="4" string="Dates"/>
+                            <field name="create_date"/>
+                            <field name="date_closed"/>
+                            <field name="date_action_last"/>
+                            <field name="date_action_next"/>
+                            <separator colspan="4" string="Others"/>
+                            <field name="id" select="1"/>
+                            <field name="active" select="2"/>
+                            <separator colspan="4" string="References"/>
+                            <field colspan="4" name="ref"/>
+                            <field colspan="4" name="log_ids" nolabel="1">
+                                <tree string="Logs">
+                                    <field name="name" colspan="4"/>
+                                    <field name="date"/>
+                                    <field name="user_id"/>
+                                </tree>
+                                <form string="Logs">
+                                    <separator string="Action Information" colspan="4"/>
+                                    <field name="name" colspan="4"/>
+                                    <field name="date"/>
+                                    <field name="user_id"/>
+                                </form>
+                            </field>
+                        </page>
+                        <page string="Emails" groups="base.group_extended">
+                           <group colspan="4">
+                               <field colspan="4" name="email_cc" string="CC" widget="char" size="512"/>
+                           </group>
+                            <field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
+                                <form string="Communication history">
+                                    <group col="4" colspan="4">
+                                        <field name="email_from"/>
+                                        <field name="date"/>
+                                        <field name="email_to" widget="char" size="512"/>
+                                        <field name="email_cc" widget="char" size="512"/>
+                                        <field name="name" colspan="4" widget="char" size="512"/>
+                                    </group>
+                                    <notebook colspan="4">
+                                        <page string="Details">
+                                            <field name="description" colspan="4" nolabel="1"/>
+                                        </page>
+                                        <page string="Attachments">
+                                            <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
+                                        </page>
+                                    </notebook>
+                                    <button colspan="4"
+                                    string="Reply"
+                                    name="%(crm.action_crm_send_mail)d"
+                                    context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
+                                    icon="gtk-undo" type="action" />
+                                </form>
+                                <tree string="Communication history">
+                                    <field name="date"/>
+                                    <field name="email_from" />
+                                    <field name="email_to"/>
+                                    <field name="description"/>
+                                </tree>
+                            </field>
+                            <button colspan="2" string="Send New Email"
+                                name="%(crm.action_crm_send_mail)d"
+                                context="{'mail':'new', 'model': 'crm.case.custom'}"
+                                icon="gtk-go-forward" type="action" />
+                            <button colspan="2" string="Forward to Partner"
+                                name="%(crm_lead_forward_to_partner_act)d"
+                                icon="gtk-go-forward" type="action" />
+                         </page>
+                    </notebook>
+                </form>
+            </field>
+        </record>
+        
+        <record model="ir.ui.view" id="crm_case_custom_calendar_view">
+            <field name="name">Custom Cases - Calendar</field>
+            <field name="model">crm.case.custom</field>
+            <field name="type">calendar</field>
+            <field name="priority" eval="2"/>
+            <field name="arch" type="xml">
+                <calendar string="Cases"
+                    date_start="date" color="user_id">
+                    <field name="name" />
+                    <field name="partner_id" />
+                </calendar>
+            </field>
+        </record>
+      
+      <!-- Custom Cases Search View -->
+
+    <record id="crm_case_custom_search_view" model="ir.ui.view">
+        <field name="name">Custom Cases - Search</field>
+        <field name="model">crm.case.custom</field>
+        <field name="type">search</field>
+        <field name="arch" type="xml">
+            <search string="Search Cases">
+                <filter icon="terp-check"
+                    string="Current"
+                    default="1" name="current"
+                    domain="[('state','in',('draft','open'))]"/>
+                <filter icon="terp-camera_test"
+                    string="Open"
+                    domain="[('state','=','open')]"/>
+                <filter icon="terp-gtk-media-pause"
+                    string="Pending"
+                    domain="[('state','=','pending')]"/>
+
+                <separator orientation="vertical"/>
+                <filter icon="terp-go-today" string="Today"
+                    domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
+                    help="Todays' Cases" />
+                <filter icon="terp-go-week" string="7 Days"
+                    help="Cases creating during last 7 days"
+                    domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
+                />
+                <separator orientation="vertical"/>
+                <field name="name"/>
+                <field name="user_id">
+                    <filter icon="terp-personal-"
+                        domain="[('user_id','=', False)]"
+                        help="Unassigned Cases" />
+                </field>
+                <newline/>
+                <group  expand="0" string="Extended options..." groups="base.group_extended">
+                      <field name="create_date" string="Creation Date"/>
+                      <field name="date_closed"/>
+                </group>
+                <newline/>
+                <group expand="0" string="Group By...">
+                    <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
+                    <filter string="Priority" icon="terp-rating-rated"
+                            domain="[]" context="{'group_by':'priority'}" />
+                    <separator orientation="vertical"/>
+                    <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
+                    <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
+                    <separator orientation="vertical"/>
+                    <filter string="Creation" icon="terp-go-month"
+                        domain="[]" context="{'group_by':'create_date'}" />
+                </group>
+           </search>
+        </field>
+    </record>
     </data>
 </openerp>
diff --git a/addons/crm/wizard/__init__.py b/addons/crm/wizard/__init__.py
index e4eb233a9b8..8c6a650b8da 100644
--- a/addons/crm/wizard/__init__.py
+++ b/addons/crm/wizard/__init__.py
@@ -30,5 +30,7 @@ import crm_phonecall_to_partner
 import crm_phonecall_to_opportunity
 import crm_partner_to_opportunity
 
+import crm_custom_create_menu
+
 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 
diff --git a/addons/crm/wizard/crm_custom_create_menu.py b/addons/crm/wizard/crm_custom_create_menu.py
new file mode 100644
index 00000000000..2d0bb8947f1
--- /dev/null
+++ b/addons/crm/wizard/crm_custom_create_menu.py
@@ -0,0 +1,78 @@
+# -*- 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 osv import fields,osv
+
+
+class crm_case_custom_create_menu(osv.osv_memory):
+    '''
+    Create menu for custom Cases
+    '''
+    _name = 'crm.custom.create.menu'
+    _description = 'Create menu for custom Cases'
+    
+    _columns = {
+        'name': fields.char('Menu Name', size=64, required=True),
+        'menu_parent_id': fields.many2one('ir.ui.menu', 'Parent Menu', required=True),
+        'section_id': fields.many2one('crm.case.section.custom', 'Section', required=True),
+        'view_form': fields.many2one('ir.ui.view', 'Form View', domain=[('type','=','form'),('model','=','crm.case.custom')]),
+        'view_tree': fields.many2one('ir.ui.view', 'Tree View', domain=[('type','=','tree'),('model','=','crm.case.custom')]),
+        'view_calendar': fields.many2one('ir.ui.view', 'Calendar View', domain=[('type','=','calendar'),('model','=','crm.case.custom')]),
+        'view_search': fields.many2one('ir.ui.view', 'Search View', domain=[('type','=','search'),('model','=','crm.case.custom')]),
+    }
+    
+    def menu_create(self, cr, uid, ids, context=None):
+        """
+        Creates Menus for selected custom section
+        """
+        data_obj = self.pool.get('ir.model.data')
+        for this in self.browse(cr, uid, ids, context=context):
+            domain = [('section_id', '=', this.section_id)]
+            view_mode = [this.view_tree and 'tree', this.view_form and 'form', this.view_calendar and 'calendar']
+            view_mode = filter(None , view_mode)
+            action_id = self.pool.get('ir.actions.act_window').create(cr,uid, {
+                    'name': this.name,
+                    'res_model': 'crm.case.custom',
+                    'domain': domain,
+                    'view_type': 'form',
+                    'view_mode': ','.join(view_mode),
+                    'search_view_id': this.view_search.id or False, 
+                    'context': {'default_section_id': this.section_id.id, 'default_user_id': uid}
+                })
+            menu_id=self.pool.get('ir.ui.menu').create(cr, uid, {
+                'name': this.name,
+                'parent_id': this.menu_parent_id.id,
+                'icon': 'STOCK_JUSTIFY_FILL'
+            })
+            self.pool.get('ir.values').create(cr, uid, {
+                    'name': 'Custom Cases',
+                    'key2': 'tree_but_open',
+                    'model': 'ir.ui.menu',
+                    'res_id': menu_id,
+                    'value': 'ir.actions.act_window,%d'%action_id,
+                    'object': True
+                })
+        return {}
+
+crm_case_custom_create_menu()
+
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
diff --git a/addons/crm/wizard/crm_custom_create_menu_view.xml b/addons/crm/wizard/crm_custom_create_menu_view.xml
new file mode 100644
index 00000000000..930a9eb99ec
--- /dev/null
+++ b/addons/crm/wizard/crm_custom_create_menu_view.xml
@@ -0,0 +1,40 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<openerp>
+    <data>
+        <record model="ir.ui.view" id="crm_custom_create_menu_form">
+            <field name="name">crm.custom.create.menu.form</field>
+            <field name="model">crm.custom.create.menu</field>
+            <field name="type">form</field>
+            <field name="arch" type="xml">
+                <form string="Create Menu for Custom Cases">
+                    <separator string="Menu Information" colspan="4"/>
+                    <field name="name"/>
+                    <field name="menu_parent_id"/>
+                    <field name="section_id"/>
+                    <label string="This wizard will create all sub-menus, within the selected menu." align="0.0" colspan="4"/>
+                    <label string="You may want to create a new parent menu to put all the created menus in." align="0.0" colspan="4"/>
+                    <separator string="Select Views (Empty for default)" colspan="4"/>
+                    <field name="view_form"/>
+                    <field name="view_tree"/>
+                    <field name="view_calendar"/>
+                    <field name="view_search"/>
+                    <separator string="" colspan="4"/>
+                    <label string="" colspan="2"/>
+                    <button special="cancel" string="_Cancel" icon="gtk-cancel"/>
+            	    <button name="menu_create" string="Create _Menu" type="object" icon='gtk-ok'/>
+                </form>
+            </field>
+        </record>
+
+        <record model="ir.actions.act_window" id="crm_custom_create_menu_action">
+            <field name="name">Create Menu</field>
+            <field name="res_model">crm.custom.create.menu</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">form</field>
+            <field name="target">new</field>
+        </record>
+        
+       <menuitem action="crm_custom_create_menu_action" id="crm_case_create_custom_menu" parent="base.menu_crm_config_sales"/>
+
+    </data>
+</openerp>