[IMP] put a date for schedule a call notification,meeting notification with date in crm lead and notification with need action in crm meeting,conert phonecall into opportunity notification put.

bzr revid: bth@tinyerp.com-20120228133804-cbynhdwlw4pf1wg2

addons/crm/crm.py

@@ -258,6 +258,9 @@ class crm_base(object):
             data.update(self.onchange_partner_address_id(cr, uid, ids, addr['contact'])['value'])
         return {'value': data}
 
+    def _case_opportunity_meeting_notification(self, cr, uid, ids, context=None):
+        return True
+
     def _case_open_notification(self, case, context=None):
         return True
 

addons/crm/crm_lead.py

@@ -274,8 +274,12 @@ class crm_lead(crm_case, osv.osv):
     def _case_create_notification(self, cr, uid, ids, context=None):
         for obj in self.browse(cr, uid, ids, context=context):
             self.message_subscribe(cr, uid, ids, [obj.user_id.id], context=context)
+            if obj.type=="opportunity" and obj.state=="draft":
+                message = _("Opportunity is <b>created</b>.")
+            elif obj.type=="lead" :
+                message = _("Lead is <b>created</b>.")
             self.message_append_note(cr, uid, ids, _('System notification'),
-                        _("Lead is <b>created</b>."), type='notification', need_action_user_id=obj.user_id.id, context=context)
+                        message, type='notification', need_action_user_id=obj.user_id.id, context=context)
         return True
 
     def _case_open_notification(self, lead, context=None):
@@ -328,13 +332,13 @@ class crm_lead(crm_case, osv.osv):
         message = _("The lead is <b>escalated</b>.")
         case.message_append_note('' ,message)
 
-    def _case_phonecall_notification(self, case, action, context=None):
-        message = _("%s a call for the opportunity %s.") % (action,case.name)
-        case.message_append_note('', message, need_action_user_id=case.user_id.id)
-
-    def _case_opportunity_meeting_notification(self, case, context=None):
-        message = _("The opportunity %s is scheduled for meeting.") % (case.name)
-        case.message_append_note('', message, need_action_user_id=case.user_id.id)
+    def _case_phonecall_notification(self, cr, uid, ids, case, phonecall, action, context=None):
+        for obj in phonecall.browse(cr, uid, ids, context=context):
+            if action == "schedule" :
+                message = _("<b>%s a call</b> for the %s.") % (action, obj.date)
+            else :
+                message = _("<b>%s a call</b>.") % (action)
+            case.message_append_note('', message)
 
     def case_open(self, cr, uid, ids, context=None):
         res = super(crm_lead, self).case_open(cr, uid, ids, context)
@@ -755,7 +759,7 @@ class crm_lead(crm_case, osv.osv):
             if action == 'log':
                 phonecall.case_close(cr, uid, [new_id])
             phonecall_dict[lead.id] = new_id
-            self._case_phonecall_notification(lead,action,context=context)
+            self._case_phonecall_notification(cr, uid, [new_id], lead, phonecall, action, context=context)
         return phonecall_dict
 
 
@@ -873,7 +877,6 @@ class crm_lead(crm_case, osv.osv):
                 'search_view_id': search_view and search_view[1] or False,
                 'nodestroy': True
             }
-            self._case_opportunity_meeting_notification(opp,context=context)
         return value
 
 
@@ -902,10 +905,10 @@ class crm_lead(crm_case, osv.osv):
 
             for case in self.browse(cr, uid, ids, context=context):
                 if case.type == 'lead' or context.get('stage_type') == 'lead':
-                    message = _("The stage of lead %s has been changed to %s.") % (case.name, stage.name)
+                    message = _("The stage of lead has been changed to <b>%s</b>.") % (stage.name)
                     case.message_append_note(text, message)
                 elif case.type == 'opportunity':
-                    message = _("The stage of opportunity %s has been changed to %s.") % (case.name, stage.name)
+                    message = _("The stage of opportunity has been changed to <b>%s</b>.") % (stage.name)
                     case.message_append_note(text, message)
 
         return super(crm_lead,self).write(cr, uid, ids, vals, context)

addons/crm/crm_lead_view.xml

@@ -77,6 +77,9 @@
                             icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
                     </group>
                     <field name="type" invisible="1"/>
+                    <button string="Send New Email"
+                        name="%(mail.action_email_compose_message_wizard)d"
+                        icon="terp-mail-message-new" type="action"/>
                 </group>
                 <notebook colspan="4">
                 <page string="Lead">
@@ -143,29 +146,6 @@
                             type="object" icon="gtk-convert" />
                     </group>
                  </page>
-                 <page string="Communication &amp; History" groups="base.group_extended">
-                   <group colspan="4">
-                       <field colspan="4" name="email_cc" widget="char" size="512"/>
-                   </group>
-                   <field name="message_ids" colspan="4" nolabel="1" mode="tree" readonly="1">
-                        <tree string="History">
-                            <field name="display_text" string="History Information"/>
-                            <field name="email_from" invisible="1"/>
-                            <button
-                                string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
-                                name="%(mail.action_email_compose_message_wizard)d"
-                                context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
-                                icon="terp-mail-replied" type="action" />
-                        </tree>
-                    </field>
-                    <button string="Add Internal Note"
-                        name="%(crm.action_crm_add_note)d"
-                        context="{'model': 'crm.lead' }"
-                        icon="terp-document-new" type="action" />
-                    <button string="Send New Email"
-                        name="%(mail.action_email_compose_message_wizard)d"
-                        icon="terp-mail-message-new" type="action"/>
-                 </page>
                  <page string="Extra Info" groups="base.group_extended">
                     <group colspan="2" col="2">
                         <separator string="Categorization" colspan="2" col="2"/>
@@ -176,13 +156,6 @@
                         <field name="channel_id" select="1" widget="selection"/>
                         <field name="referred"/>
                     </group>
-                    <group colspan="2" col="2">
-                        <separator string="Dates" colspan="2" col="2"/>
-                        <field name="create_date"/>
-                        <field name="write_date"/>
-                        <field name="date_open"/>
-                        <field name="date_closed"/>
-                    </group>
                     <group colspan="2" col="2">
                         <separator string="Mailings" colspan="2" col="2"/>
                         <field name="optin" on_change="on_change_optin(optin)"/>

addons/crm/crm_meeting.py

@@ -80,6 +80,21 @@ class crm_meeting(crm_base, osv.osv):
         'user_id': lambda self, cr, uid, ctx: uid,
     }
 
+    def create(self, cr, uid, vals, context=None):
+        obj_id = super(crm_meeting, self).create(cr, uid, vals, context=context)
+        self._case_opportunity_meeting_notification(cr, uid, [obj_id], context=context)
+        return obj_id
+
+    def _case_opportunity_meeting_notification(self, cr, uid, ids, context=None):
+        lead_obj = self.pool.get('crm.lead')
+
+        for obj in self.browse(cr, uid, ids, context=context):
+            if(obj.opportunity_id.id):
+                newid = obj.opportunity_id.id
+                message = _("<b>scheduled for meeting</b> %s.") % (obj.date)
+                for lead in lead_obj.browse(cr, uid, [newid], context=context):
+                    lead.message_append_note('', message)
+
     def case_open(self, cr, uid, ids, *args):
         """Confirms meeting
         @param self: The object pointer

addons/crm/crm_phonecall.py

@@ -32,6 +32,7 @@ class crm_phonecall(crm_base, osv.osv):
     _name = "crm.phonecall"
     _description = "Phonecall"
     _order = "id desc"
+    _inherit = ['mail.thread']
     _columns = {
         # From crm.case
         'id': fields.integer('ID', readonly=True),
@@ -71,12 +72,16 @@ class crm_phonecall(crm_base, osv.osv):
                                  type="char", string="Contact", size=128),
         'partner_mobile': fields.char('Mobile', size=32),
         'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
-        'date_closed': fields.datetime('Closed', readonly=True), 
-        'date': fields.datetime('Date'), 
-        'opportunity_id': fields.many2one ('crm.lead', 'Lead/Opportunity'), 
+        'date_closed': fields.datetime('Closed', readonly=True),
+        'date': fields.datetime('Date'),
+        'opportunity_id': fields.many2one ('crm.lead', 'Lead/Opportunity'),
         'message_ids': fields.one2many('mail.message', 'res_id', 'Messages', domain=[('model','=',_name)]),
     }
 
+    def create(self, cr, uid, vals, context=None):
+        obj_id = super(crm_phonecall, self).create(cr, uid, vals, context=context)
+        return obj_id
+
     def _get_default_state(self, cr, uid, context=None):
         if context and context.get('default_state', False):
             return context.get('default_state')