[IMP] crm, sale_crm : Change the field defination of 'categ_id' to many2many and its related changes.

bzr revid: mdi@tinyerp.com-20120706110621-nkgcqllbw1wpf1r6

addons/crm/crm_lead.py

@@ -200,7 +200,7 @@ class crm_lead(base_stage, osv.osv):
         'email_cc': fields.text('Global CC', size=252 , help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma"),
         'description': fields.text('Notes'),
         'write_date': fields.datetime('Update Date' , readonly=True),
-        'categ_id': fields.many2one('crm.case.categ', 'Category', \
+        'categ_ids': fields.many2many('crm.case.categ', 'crm_lead_category_rel', 'lead_id', 'category_id', 'Categories', \
             domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]"),
         'type_id': fields.many2one('crm.case.resource.type', 'Campaign', \
             domain="['|',('section_id','=',section_id),('section_id','=',False)]", help="From which campaign (seminar, marketing campaign, mass mailing, ...) did this contact come from?"),

addons/crm/crm_lead_demo.xml

@@ -39,7 +39,7 @@
             <field name="section_id" ref="crm.section_sales_department"/>
             <field eval="'(392) 895-7917'" name="mobile"/>
             <field eval="1" name="active"/>
-            <field name="categ_id" ref="crm.categ_oppor2"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor2')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Interest in Your New Product'" name="name"/>
             <field eval="'(956) 293-2595'" name="phone"/>
@@ -56,7 +56,7 @@
             <field name="section_id" ref="crm.section_sales_department"/>
             <field eval="'(820) 167-3208'" name="mobile"/>
             <field eval="1" name="active"/>
-            <field name="categ_id" ref="crm.categ_oppor4"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor4')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Need Info about Web Design'" name="name"/>
             <field eval="'(079) 681-2139'" name="phone"/>
@@ -91,7 +91,7 @@
             <field name="section_id" ref="crm.section_sales_marketing_department"/>
             <field eval="'(333) 715-1450'" name="mobile"/>
             <field eval="1" name="active"/>
-            <field name="categ_id" ref="crm.categ_oppor1"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor1')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Need a Quotation for PC1'" name="name"/>
             <field eval="'(855) 924-4364'" name="phone"/>
@@ -111,7 +111,7 @@
             <field name="country_id" ref="base.it"/>
             <field name="section_id" ref="crm.section_sales_department"/>
             <field eval="'(468) 017-2684'" name="mobile"/>
-            <field name="categ_id" ref="crm.categ_oppor8"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor8')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Need Info about your Services'" name="name"/>
             <field eval="'(373) 907-1009'" name="phone"/>
@@ -130,7 +130,7 @@
             <field name="country_id" ref="base.ua"/>
             <field name="section_id" ref="crm.section_sales_department"/>
             <field eval="'(463) 014-1208'" name="mobile"/>
-            <field name="categ_id" ref="crm.categ_oppor4"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor4')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Info about Your Company ?'" name="name"/>
             <field eval="'(282) 603-7489'" name="phone"/>
@@ -143,7 +143,7 @@
             <field name="user_id" ref="base.user_demo"/>
             <field eval="'Survey'" name="name"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor6"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor6')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Survey Expert'" name="partner_name"/>
             <field eval="'John Smith'" name="contact_name"/>
@@ -161,7 +161,7 @@
             <field name="user_id" ref="base.user_root"/>
             <field eval="'Partnership'" name="name"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor5"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor5')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Marketing Business'" name="partner_name"/>
             <field eval="'Laure Smith'" name="contact_name"/>
@@ -189,7 +189,7 @@
             <field name="user_id" ref="base.user_demo"/>
             <field eval="'Need Info about Onsite Intervention'" name="name"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor3"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor3')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Agrolait'" name="partner_name"/>
             <field eval="'Sylvie Lelitre'" name="contact_name"/>
@@ -202,7 +202,7 @@
             <field name="user_id" ref="base.user_demo"/>
             <field eval="'Need Quotation for 100 PC and 100 Keyboards'" name="name"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor1"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor1')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Centrale d\'achats 1'" name="partner_name"/>
        </record>
@@ -234,7 +234,7 @@
             <field name="user_id" ref="base.user_root"/>
             <field eval="'150000'" name="planned_revenue"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor1"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor1')])]"/>
             <field name="stage_id" ref="crm.stage_lead4"/>
             <field eval="'Plan to buy 200 PC2'" name="name"/>
             <field eval="'Conf call with purchase manager'" name="title_action"/>
@@ -249,7 +249,7 @@
             <field eval="45000.0" name="planned_revenue"/>
             <field eval="35" name="probability"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor3"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor3')])]"/>
             <field name="stage_id" ref="crm.stage_lead3"/>
             <field eval="'Pricing Information of Onsite Intervention'" name="name"/>
             <field eval="'Send price list regarding our interventions'" name="title_action"/>
@@ -271,7 +271,7 @@
             <field eval="30000.0" name="planned_revenue"/>
             <field eval="30" name="probability"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor3"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor3')])]"/>
             <field name="stage_id" ref="crm.stage_lead3"/>
             <field eval="'Interest in your Kitchen Design Project'" name="name"/>
             <field eval="'Send Catalogue by Email'" name="title_action"/>
@@ -345,7 +345,7 @@
             <field eval="2500.0" name="planned_revenue"/>
             <field eval="25" name="probability"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor6"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor6')])]"/>
             <field name="stage_id" ref="crm.stage_lead3"/>
             <field eval="'Plan train our students on your product'" name="name"/>
             <field eval="'Call to define real needs about training'" name="title_action"/>
@@ -368,7 +368,7 @@
             <field eval="462.0" name="planned_revenue"/>
             <field eval="40" name="probability"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor2"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor2')])]"/>
             <field name="stage_id" ref="crm.stage_lead3"/>
             <field eval="'Plan to buy 66 keyboards and 66 mouses'" name="name"/>
             <field eval="'Propose the kit keyboard+mouse'" name="title_action"/>
@@ -391,7 +391,7 @@
             <field eval="55000.0" name="planned_revenue"/>
             <field eval="90" name="probability"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor7"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor7')])]"/>
             <field name="stage_id" ref="crm.stage_lead6"/>
             <field eval="'Need 20 Days of Consultancy'" name="name"/>
             <field eval="time.strftime('%Y-%m-%d')" name="date_deadline"/>
@@ -407,7 +407,7 @@
             <field name="user_id" ref="base.user_demo"/>
             <field eval="45000.0" name="planned_revenue"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor5"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor5')])]"/>
             <field name="stage_id" ref="crm.stage_lead5"/>
             <field eval="'Need a new design for my website'" name="name"/>
             <field eval="time.strftime('%Y-05-01')" name="date_action"/>
@@ -429,7 +429,7 @@
             <field name="user_id" ref="base.user_demo"/>
             <field eval="42000.0" name="planned_revenue"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor2"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor2')])]"/>
             <field name="stage_id" ref="crm.stage_lead8"/>
             <field eval="'Want to subscribe to your online solution'" name="name"/>
         </record>
@@ -442,7 +442,7 @@
             <field name="user_id" ref="base.user_root"/>
             <field eval="25000.0" name="planned_revenue"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor6"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor6')])]"/>
             <field name="stage_id" ref="crm.stage_lead8"/>
             <field eval="'Interest in your Partnership Contract'" name="name"/>
         </record>
@@ -456,7 +456,7 @@
             <field eval="5000" name="planned_revenue"/>
             <field eval="30" name="probability"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor2"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor2')])]"/>
             <field name="stage_id" ref="crm.stage_lead3"/>
             <field eval="'Plan to attend a training'" name="name"/>
             <field eval="time.strftime('%Y-04-10')" name="date_action"/>
@@ -478,7 +478,7 @@
             <field name="user_id" ref="base.user_root"/>
             <field eval="'150000'" name="planned_revenue"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor1"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor1')])]"/>
             <field name="stage_id" ref="crm.stage_lead4"/>
             <field eval="'Need to customize the solution'" name="name"/>
             <field eval="'Conf call with technical service'" name="title_action"/>
@@ -499,7 +499,7 @@
             <field name="user_id" ref="base.user_root"/>
             <field eval="'1200'" name="planned_revenue"/>
             <field name="section_id" ref="crm.section_sales_department"/>
-            <field name="categ_id" ref="crm.categ_oppor1"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor1')])]"/>
             <field name="stage_id" ref="crm.stage_lead4"/>
             <field eval="'Interest in your customizable PC'" name="name"/>
             <field eval="time.strftime('%Y-08-05')" name="date_action"/>
@@ -518,7 +518,7 @@
             <field name="partner_id" ref="base.res_partner_fabiendupont0"/>
             <field eval="'3'" name="priority"/>
             <field name="user_id" ref="base.user_root"/>
-            <field name="categ_id" ref="crm.categ_oppor4"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor4')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Need more info about the onsite intervention'" name="name"/>
         </record>
@@ -529,7 +529,7 @@
             <field name="partner_id" ref="base.res_partner_theshelvehouse0"/>
             <field eval="'3'" name="priority"/>
             <field name="user_id" ref="base.user_demo"/>
-            <field name="categ_id" ref="crm.categ_oppor4"/>
+            <field name="categ_ids" eval="[(6, 0, [ref('crm.categ_oppor4')])]"/>
             <field name="stage_id" ref="crm.stage_lead1"/>
             <field eval="'Need more info about your pc2'" name="name"/>
         </record>

addons/crm/crm_lead_menu.xml

@@ -43,7 +43,7 @@
      <record model="ir.actions.act_window" id="crm_case_category_act_oppor11">
           <field name="name">Opportunities</field>
           <field name="res_model">crm.lead</field>
-          <field name="view_mode">kanban,tree,form,graph,calendar</field>
+          <field name="view_mode">kanban,tree,form,calendar</field>
           <field name="domain">[('type','=','opportunity')]</field>
           <field name="context">{'stage_type': 'opportunity', 'default_type': 'opportunity'}</field>
           <field name="view_id" eval="False"/>
@@ -74,13 +74,6 @@ You and your team(s) will be able to plan meetings and phone calls from opportun
           <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
      </record>
 
-     <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor11">
-          <field name="sequence" eval="4"/>
-          <field name="view_mode">graph</field>
-          <field name="view_id" ref="crm_case_graph_view_opportunity"/>
-          <field name="act_window_id" ref="crm_case_category_act_oppor11"/>
-     </record>
-
     <menuitem name="Sales" id="base.menu_sales" parent="base.menu_base_partner" sequence="1" />
     <menuitem name="Leads" id="menu_crm_leads" parent="base.menu_sales" action="crm_case_category_act_leads_all" sequence="2" />
     <menuitem name="Opportunities" id="menu_crm_opportunities" parent="base.menu_sales" action="crm_case_category_act_oppor11" sequence="3" />

addons/crm/crm_lead_view.xml

@@ -151,8 +151,8 @@
                         </group>
                         <group>
                             <field name="priority"/>
-                            <field name="categ_id"
-                                widget="selection"
+                            <field name="categ_ids"
+                                widget="many2many_tags"
                                 domain="[('object_id.model','=','crm.lead')]"/>
                         </group>
                         <group>
@@ -234,7 +234,6 @@
                     <field name="email_from"/>
                     <field name="phone"/>
                     <field name="stage_id"/>
-                    <field name="categ_id" invisible="1"/>
                     <field name="section_id" invisible="context.get('invisible_section', True)" />
                     <field name="state" groups="base.group_no_one"/>
                     <field name="type_id" invisible="1"/>
@@ -392,7 +391,6 @@
                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
                     <separator orientation="vertical"/>
-                    <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
                         domain="[]" context="{'group_by':'type_id'}" />
                     <filter string="Channel" icon="terp-call-start"
@@ -496,9 +494,9 @@
                             <field name="section_id" colspan="1" widget="selection"/>
                         </group>
                         <group>
-                            <field name="categ_id"
-                                string="Category" widget="selection"
-                                domain="[('object_id.model', '=', 'crm.lead')]" />
+                            <field name="categ_ids"
+                                string="Categories" widget="many2many_tags"
+                                domain="[('object_id.model', '=', 'crm.lead')]"/>
 
                         </group>
                     </group>
@@ -594,7 +592,6 @@
                     <field name="section_id" invisible="context.get('invisible_section', True)" />
                     <field name="user_id"/>
                     <field name="priority" invisible="1"/>
-                    <field name="categ_id" invisible="1"/>
                     <field name="state" groups="base.group_no_one"/>
                     <field name="needaction_pending" invisible="1"/>
                 </tree>
@@ -646,7 +643,6 @@
                     <separator orientation="vertical" />
                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
-                    <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
@@ -665,19 +661,5 @@
         </field>
     </record>
 
-        <!-- crm.lead Opportunities Graph View -->
-        <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
-            <field name="name">CRM - Opportunity Graph</field>
-            <field name="model">crm.lead</field>
-            <field name="type">graph</field>
-            <field name="arch" type="xml">
-                <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
-                    <field name="categ_id"/>
-                    <field name="planned_revenue" operator="+"/>
-                    <field name="state" group="True"/>
-                </graph>
-            </field>
-        </record>
-
     </data>
 </openerp>

addons/crm/report/crm_lead_report.py

@@ -85,8 +85,6 @@ class crm_lead_report(osv.osv):
         'probability': fields.float('Probability',digits=(16,2),readonly=True, group_operator="avg"),
         'planned_revenue': fields.float('Planned Revenue',digits=(16,2),readonly=True),
         'probable_revenue': fields.float('Probable Revenue', digits=(16,2),readonly=True),
-        'categ_id': fields.many2one('crm.case.categ', 'Category',\
-                         domain="['|',('section_id','=',False),('section_id','=',section_id)]" , readonly=True),
         'stage_id': fields.many2one ('crm.case.stage', 'Stage', readonly=True, domain="[('section_ids', '=', section_id)]"),
         'partner_id': fields.many2one('res.partner', 'Partner' , readonly=True),
         'nbr': fields.integer('# of Cases', readonly=True),
@@ -134,7 +132,6 @@ class crm_lead_report(osv.osv):
                     c.section_id,
                     c.channel_id,
                     c.type_id,
-                    c.categ_id,
                     c.partner_id,
                     c.country_id,
                     c.planned_revenue,

addons/crm/report/crm_lead_report_view.xml

@@ -16,7 +16,6 @@
                 <field name="deadline_month" invisible="1"/>
                 <field name="state"  invisible="1"/>
                 <field name="stage_id"  invisible="1"/>
-                <field name="categ_id" invisible="1"/>
                 <field name="type_id" invisible="1"/>
                 <field name="channel_id" invisible="1"/>
                 <field name="type" invisible="1"/>
@@ -114,7 +113,6 @@
                         <field name="partner_id"/>
                         <separator orientation="vertical"/>
                         <field name="stage_id" widget="selection" domain="[('section_ids', '=', 'section_id')]" />
-                        <field name="categ_id" widget="selection"/>
                         <field name="type_id" widget="selection"/>
                         <field name="channel_id" widget="selection"/>
                         <separator orientation="vertical"/>
@@ -140,8 +138,6 @@
                         <separator orientation="vertical" />
                         <filter string="Stage" name="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
                         <filter string="Priority"  icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
-                        <filter string="Category" name="Category" icon="terp-stock_symbol-selection"
-                            domain="[]" context="{'group_by':'categ_id'}" />
                         <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
                             domain="[]" context="{'group_by':'type_id'}" />
                         <filter string="Channel" icon="terp-call-start"
@@ -183,7 +179,6 @@
                 <field name="state"  invisible="1"/>
                 <field name="stage_id"  invisible="1"/>
                 <field name="priority"  invisible="1"/>
-                <field name="categ_id" invisible="1"/>
                 <field name="type_id" invisible="1"/>
                 <field name="channel_id" invisible="1"/>
                 <field name="type" invisible="1"/>

addons/crm/res_partner_view.xml

@@ -88,12 +88,6 @@
             <field name="view_id" ref="crm_case_form_view_oppor"/>
             <field name="act_window_id" ref="relate_partner_opportunities"/>
         </record>
-        <record model="ir.actions.act_window.view" id="relate_partner_opportunities_graph">
-            <field name="sequence" eval="4"/>
-            <field name="view_mode">graph</field>
-            <field name="view_id" ref="crm_case_graph_view_opportunity"/>
-            <field name="act_window_id" ref="relate_partner_opportunities"/>
-        </record>
 
         <!-- Partner kanban view inherte -->
         <record model="ir.ui.view" id="crm_lead_partner_kanban_view">

addons/sale_crm/sale_crm.py

@@ -26,7 +26,7 @@ class sale_order(osv.osv):
 
     _columns = {
         'section_id': fields.many2one('crm.case.section', 'Sales Team'),
-        'categ_id': fields.many2one('crm.case.categ', 'Category', \
+        'categ_ids': fields.many2many('crm.case.categ', 'sale_order_category_rel', 'order_id', 'category_id', 'Categories', \
             domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]")
     }
 

addons/sale_crm/sale_crm_view.xml

@@ -24,7 +24,7 @@
             <field name="arch" type="xml">
                 <field name="user_id" position="after">
                     <field name="section_id" widget="selection"/>
-                    <field name="categ_id" widget="selection"/>
+                    <field name="categ_ids" widget="many2many_tags"/>
                 </field>
             </field>
         </record>

addons/sale_crm/wizard/crm_make_sale.py

@@ -86,11 +86,11 @@ class crm_make_sale(osv.osv_memory):
                     pricelist = partner.property_product_pricelist.id
                 if False in partner_addr.values():
                     raise osv.except_osv(_('Data Insufficient!'), _('Customer has no addresses defined!'))
-
+                
                 vals = {
                     'origin': _('Opportunity: %s') % str(case.id),
                     'section_id': case.section_id and case.section_id.id or False,
-                    'categ_id': case.categ_id and case.categ_id.id or False,
+                    'categ_ids': [(6, 0, [categ_id.id for categ_id in case.categ_ids])],
                     'shop_id': make.shop_id.id,
                     'partner_id': partner.id,
                     'pricelist_id': pricelist,