[18.0][MIG] sale_planner_calendar: Migration to 18.0

sale_planner_calendar/README.rst

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+=====================
+Sale planner calendar
+=====================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:9536f0a762b2909e0b503ba68e80f5fbd7d358124a934194fbc5d67b657e4510
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
+    :target: https://github.com/OCA/sale-workflow/tree/18.0/sale_planner_calendar
+    :alt: OCA/sale-workflow
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sale_planner_calendar
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows to manage commercial visits to partners by using
+recurrence events.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+You can find the following configurations in the settings:
+
+1. **Subscriptions Backward Days**: Backward days to search documents to
+   update subscriptions.
+2. **Sale Planner Forward Months**: Forward months to create calendar
+   events.
+3. **Send invitation to attendees**: Send invitations to attendees when
+   a planner event is created.
+4. **Sale planner order cut hour**: Time of the next day until which
+   orders of the current day are assigned.
+5. **Calendar event max duration**: Show a warning message when duration
+   is more than this time. Set 00:00 to disable warning.
+
+Other setting are available with system parameters
+
+1. **Sale order partner** when a so is created from a event planned. You
+   can create or update the system parameter
+   **sale_planner_calendar.create_so_to_commercial_partner** with True
+   value to create the sale order to commercial partner instead of
+   partner
+
+Usage
+=====
+
+You can create now the recurrent events directly from the partners by
+clicking next smart button:
+
+|image|
+
+By default the end of the recurrence is set by the settings field **Sale
+Planner Forward Months**.
+
+You can manage this new recurrent events from *Calendar planner* menu
+entry.
+
+|image1|
+
+On the first window, you will find a summary of the events that the user
+has to do today.
+
+By going to *Calendar planner > Calendar events* you will have two
+options:
+
+1. View the calendar events related to your user (*My Calendar*).
+2. View your base events related to the recurrences (*Recurrent calendar
+   events*).
+
+Finally on *Calendar planner > Wizards* you will have again two options:
+
+1. You can change the hour of the start of all the events related to a
+   recurrency by using *Sale planner calendar wizard*.
+2. You can change the salesperson assigned to events related to a period
+   of time by using the wizard *Reassignment of salesperson*.
+
+.. |image| image:: https://raw.githubusercontent.com/OCA/sale-workflow/18.0/sale_planner_calendar/static/img/smart_button.png
+.. |image1| image:: https://raw.githubusercontent.com/OCA/sale-workflow/18.0/sale_planner_calendar/static/img/menu_entry.png
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_planner_calendar%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Tecnativa
+
+Contributors
+------------
+
+- `Tecnativa <https://www.tecnativa.com>`__:
+
+  - Sergio Teruel
+  - Carlos Dauden
+  - Carlos Roca
+  - Pilar Vargas
+  - Víctor Martínez
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_planner_calendar>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_planner_calendar/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from . import models
+from . import wizard

sale_planner_calendar/__manifest__.py

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+# Copyright 2020 Tecnativa - Sergio Teruel
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Sale planner calendar",
+    "summary": "Sale planner calendar",
+    "version": "18.0.1.0.0",
+    "development_status": "Beta",
+    "category": "Sale",
+    "website": "https://github.com/OCA/sale-workflow",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "application": False,
+    "installable": True,
+    "depends": ["calendar", "sale", "sale_payment_sheet"],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/sale_planner_calendar_security.xml",
+        "data/sale_planner_calendar_action_server.xml",
+        "data/sale_planner_calendar_cron.xml",
+        "data/sale_planner_calendar_data.xml",
+        "views/calendar_event_type_view.xml",
+        "views/calendar_view.xml",
+        "views/res_config_settings_views.xml",
+        "views/res_partner_view.xml",
+        "views/sale_planner_calendar_event_view.xml",
+        "views/sale_planner_calendar_issue_type_view.xml",
+        "views/sale_planner_calendar_summary_view.xml",
+        "wizard/sale_planner_calendar_reassign.xml",
+        "wizard/sale_planner_calendar_wizard.xml",
+        # Menu position fixed
+        "views/sale_planner_calendar_menu.xml",
+    ],
+    "assets": {
+        "web.assets_backend": [
+            "sale_planner_calendar/static/src/xml/categ_icons_widget_template.xml",
+            "sale_planner_calendar/static/src/xml/sale_planner_calendar_event_sales.xml",
+            "sale_planner_calendar/static/src/scss/sale_planner_calendar.scss",
+            "sale_planner_calendar/static/src/js/*.js",
+        ],
+    },
+}

sale_planner_calendar/data/sale_planner_calendar_action_server.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <!--
+    If wizard record is NewId the changes in calendar_event_ids are not saved.
+    To fix this, we create the wizard first and open later.
+     -->
+    <record id="sale_planner_calendar_wizard_action" model="ir.actions.server">
+        <field name="name">Sale planner calendar wizard</field>
+        <field
+            name="model_id"
+            ref="sale_planner_calendar.model_sale_planner_calendar_wizard"
+        />
+        <field name="state">code</field>
+        <field name="code">
+wiz = model.create({})
+action = wiz.get_formview_action()
+action['context']['form_view_initial_mode'] = 'edit'
+action['context']['control_panel_hidden'] = True
+        </field>
+    </record>
+
+    <record id="action_set_planner_calendar_event" model="ir.actions.server">
+        <field name="name">Set planner calendar event</field>
+        <field name="model_id" ref="sale.model_sale_order" />
+        <field name="binding_model_id" ref="sale.model_sale_order" />
+        <field name="state">code</field>
+        <field name="code">
+            records.action_set_planner_calendar_event()
+        </field>
+    </record>
+</odoo>

sale_planner_calendar/data/sale_planner_calendar_cron.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record
+        forcecreate="True"
+        id="sale_planner_calendar_cron_unsubscribe"
+        model="ir.cron"
+    >
+        <field name="name">Sale planner calendar: Unsubscribe documents</field>
+        <field name="model_id" ref="model_sale_planner_calendar_reassign_wiz" />
+        <field name="state">code</field>
+        <field name="code">model.cron_unsubscribe()</field>
+        <field name="user_id" ref="base.user_root" />
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="active" eval="True" />
+    </record>
+    <record forcecreate="True" id="cron_update_dynamic_final_date" model="ir.cron">
+        <field
+            name="name"
+        >Sale planner calendar: Update dynamic event final date</field>
+        <field name="model_id" ref="model_calendar_event" />
+        <field name="state">code</field>
+        <field name="code">model.cron_update_dynamic_final_date()</field>
+        <field name="user_id" ref="base.user_root" />
+        <field name="interval_number">1</field>
+        <field name="interval_type">months</field>
+        <field name="active" eval="True" />
+    </record>
+</odoo>

sale_planner_calendar/data/sale_planner_calendar_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="event_type_commercial_visit" model="calendar.event.type">
+        <field name="name">Commercial visit</field>
+        <field name="duration">0.25</field>
+        <field name="icon">fa-car</field>
+    </record>
+    <record id="event_type_remote_selling" model="calendar.event.type">
+        <field name="name">Remote selling</field>
+        <field name="duration">0.25</field>
+        <field name="icon">fa-phone</field>
+    </record>
+    <record id="event_type_delivery" model="calendar.event.type">
+        <field name="name">Delivery</field>
+        <field name="duration">0.25</field>
+        <field name="icon">fa-truck</field>
+    </record>
+    <record id="event_type_message" model="calendar.event.type">
+        <field name="name">Message</field>
+        <field name="duration">0.25</field>
+        <field name="icon">fa-envelope</field>
+    </record>
+
+    <!-- Event planner issue types -->
+    <record
+        id="event_planner_issue_type_missing"
+        model="sale.planner.calendar.issue.type"
+    >
+        <field name="name">Missing</field>
+    </record>
+    <record
+        id="event_planner_issue_type_close"
+        model="sale.planner.calendar.issue.type"
+    >
+        <field name="name">Closed</field>
+    </record>
+
+    <record id="config_parameter_partner_name_field" model="ir.config_parameter">
+        <field name="key">sale_planner_calendar.partner_name_field</field>
+        <field name="value">name</field>
+    </record>
+    <record id="config_parameter_max_duration" model="ir.config_parameter">
+        <field name="key">sale_planner_calendar.max_duration</field>
+        <field name="value">4.0</field>
+    </record>
+</odoo>