[IMP] sale_planner_calendar: Design improves and new buttons in calen…

…dar planner event Improvements made: - Profile for calendar events that will allow an icon to be displayed in the kanban view of the visit. It can also be configured from a recurring event. - Tree view to edit and add new profiles with their icons which will be fontawesome text strings (e.g fa-user). - New buttons in the kanban view of the visit: Location, Whatsapp - Some improvements in the structure to make it responsive with the new addition of buttons that may or may not be visible. TT48632
OCA · Apr 18, 2024 · 29a9c84 · 29a9c84
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diff --git a/sale_planner_calendar/README.rst b/sale_planner_calendar/README.rst
@@ -7,7 +7,7 @@ Sale planner calendar
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-   !! source digest: sha256:cfd0ce2a5ed3d1a8e2b49546e6d74254c85209fa116fa26c3cb04f2edee45c6a
+   !! source digest: sha256:0789fd8a1074029f8b9ae3d1162aaf160959f561fbe8d3fb30f1db2b21520ef5
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
@@ -118,6 +118,7 @@ Contributors
   * Sergio Teruel
   * Carlos Dauden
   * Carlos Roca
+  * Pilar Vargas
 
 Maintainers
 ~~~~~~~~~~~

diff --git a/sale_planner_calendar/__manifest__.py b/sale_planner_calendar/__manifest__.py
@@ -18,16 +18,18 @@
         "data/sale_planner_calendar_action_server.xml",
         "data/sale_planner_calendar_cron.xml",
         "data/sale_planner_calendar_data.xml",
+        "data/sale_planner_calendar_event_profile.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_profile_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
+        # Menu position fixed
         "views/sale_planner_calendar_menu.xml",
     ],
     "assets": {

diff --git a/sale_planner_calendar/data/sale_planner_calendar_event_profile.xml b/sale_planner_calendar/data/sale_planner_calendar_event_profile.xml
@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="event_profile_face_to_face" model="sale.planner.calendar.event.profile">
+        <field name="name">Face-to-Face</field>
+        <field name="icon">fa-car</field>
+    </record>
+    <record id="event_profile_telephone" model="sale.planner.calendar.event.profile">
+        <field name="name">Telephone</field>
+        <field name="icon">fa-phone</field>
+    </record>
+    <record id="event_profile_message" model="sale.planner.calendar.event.profile">
+        <field name="name">Message</field>
+        <field name="icon">fa-envelope</field>
+    </record>
+</odoo>
diff --git a/sale_planner_calendar/models/__init__.py b/sale_planner_calendar/models/__init__.py
@@ -6,6 +6,7 @@
 from . import res_partner
 from . import sale_order
 from . import sale_payment_sheet
+from . import sale_planner_calendar_event_profile
 from . import sale_planner_calendar_event
 from . import sale_planner_calendar_issue_type
 from . import sale_planner_calendar_summary
diff --git a/sale_planner_calendar/models/calendar.py b/sale_planner_calendar/models/calendar.py
@@ -19,6 +19,9 @@ class CalendarEvent(models.Model):
         string="Sale planner partner",
         help="Is the partner used in planner",
     )
+    calendar_event_profile_id = fields.Many2one(
+        comodel_name="sale.planner.calendar.event.profile"
+    )
     currency_id = fields.Many2one(
         comodel_name="res.currency", related="target_partner_id.currency_id"
     )
@@ -122,6 +125,7 @@ def _create_event_planner(self):
                 "user_id": self.user_id.id,
                 "calendar_event_date": self.start,
                 "calendar_event_id": self.id,
+                "calendar_event_profile_id": self.calendar_event_profile_id.id,
             }
         )
 

diff --git a/sale_planner_calendar/models/sale_planner_calendar_event.py b/sale_planner_calendar/models/sale_planner_calendar_event.py
@@ -1,6 +1,8 @@
 # Copyright 2021 Tecnativa - Sergio Teruel
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
 
+import re
+
 from odoo import api, fields, models
 from odoo.tools.safe_eval import safe_eval
 
@@ -45,6 +47,9 @@ class SalePlannerCalendarEvent(models.Model):
     calendar_issue_type_id = fields.Many2one(
         comodel_name="sale.planner.calendar.issue.type", ondelete="restrict"
     )
+    calendar_event_profile_id = fields.Many2one(
+        comodel_name="sale.planner.calendar.event.profile"
+    )
     comment = fields.Text()
     sale_order_subtotal = fields.Monetary(
         compute="_compute_sale_order_subtotal", currency_field="currency_id"
@@ -73,6 +78,9 @@ class SalePlannerCalendarEvent(models.Model):
     partner_mobile = fields.Char(compute="_compute_contact")
     partner_contact_name = fields.Char(compute="_compute_contact")
     partner_city = fields.Char(related="partner_id.city")
+    sanitized_partner_mobile = fields.Char(compute="_compute_sanitized_partner_mobile")
+    location_url = fields.Char(compute="_compute_location_url")
+    profile_icon = fields.Char(related="calendar_event_profile_id.icon")
 
     @api.depends("sale_ids.amount_untaxed")
     def _compute_sale_order_subtotal(self):
@@ -130,6 +138,30 @@ def _compute_contact(self):
             )
             rec.partner_contact_name = contact.name
 
+    def _compute_sanitized_partner_mobile(self):
+        self.sanitized_partner_mobile = False
+        for rec in self.filtered("partner_mobile"):
+            rec.sanitized_partner_mobile = re.sub(r"\W+", "", rec.partner_mobile)
+
+    def _compute_location_url(self):
+        # The url is built to access the location from a google link. This will be done
+        # taking into account the location of the calendar event associated with the calendar
+        # planner event. If this location is not defined, the client's coordinates will
+        # be taken into account if they are defined, otherwise the client's address
+        # will be taken into account.
+        self.location_url = False
+        for rec in self:
+            event_location = rec.calendar_event_id.location
+            partner_latitude = str(rec.partner_id.partner_latitude).replace(",", ".")
+            partner_longitude = str(rec.partner_id.partner_longitude).replace(",", ".")
+            partner_location = f"{rec.partner_city}+{rec.partner_street}"
+            if event_location:
+                self.location_url = event_location.replace(" ", "+")
+            elif partner_latitude != "0.0" or partner_longitude != "0.0":
+                self.location_url = f"{partner_latitude}%2C{partner_longitude}"
+            elif partner_location:
+                self.location_url = partner_location.replace(" ", "+")
+
     def action_open_sale_order(self, new_order=False):
         """
         Search or Create an event planner  linked to sale order
@@ -176,7 +208,6 @@ def action_open_invoices(self):
         action = self.env["ir.actions.act_window"]._for_xml_id(
             "sale_payment_sheet.action_invoice_sale_payment_sheet"
         )
-
         ctx = safe_eval(action["context"])
         ctx.update(
             {

diff --git a/sale_planner_calendar/models/sale_planner_calendar_event_profile.py b/sale_planner_calendar/models/sale_planner_calendar_event_profile.py
@@ -0,0 +1,18 @@
+# Copyright 2024 Tecnativa - Pilar Vargas
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class CalendarEventType(models.Model):
+    """
+    Calendar planner event profiles are used to categorise such events. Each type is a
+    type of activity, e.g. face-to-face, telephone, message. This will allow an icon
+    identifying the event to be displayed
+    """
+
+    _name = "sale.planner.calendar.event.profile"
+    _description = "Sale Planner Calendar Event Profile"
+
+    name = fields.Char(required=True)
+    icon = fields.Char(help="Font awesome icon e.g. fa-tasks")
diff --git a/sale_planner_calendar/readme/CONTRIBUTORS.rst b/sale_planner_calendar/readme/CONTRIBUTORS.rst
@@ -3,3 +3,4 @@
   * Sergio Teruel
   * Carlos Dauden
   * Carlos Roca
+  * Pilar Vargas
diff --git a/sale_planner_calendar/security/ir.model.access.csv b/sale_planner_calendar/security/ir.model.access.csv
@@ -5,3 +5,4 @@ access_sale_planner_calendar_issue_type,access_sale_planner_calendar_issue_type,
 access_sale_planner_calendar_reassign_wiz,access_sale_planner_calendar_reassign_wiz,model_sale_planner_calendar_reassign_wiz,sales_team.group_sale_salesman,1,1,1,1
 access_sale_planner_calendar_reassign_line_wiz,access_sale_planner_calendar_reassign_line_wiz,model_sale_planner_calendar_reassign_line_wiz,sales_team.group_sale_salesman,1,1,1,1
 access_sale_planner_calendar_wizard,access_sale_planner_calendar_wizard,model_sale_planner_calendar_wizard,sales_team.group_sale_salesman,1,1,1,1
+sale_planner_calendar.access_sale_planner_calendar_event_profile,access_sale_planner_calendar_event_profile,sale_planner_calendar.model_sale_planner_calendar_event_profile,sales_team.group_sale_salesman,1,1,1,1
diff --git a/sale_planner_calendar/static/description/index.html b/sale_planner_calendar/static/description/index.html
@@ -1,3 +1,4 @@
+<?xml version="1.0" encoding="utf-8"?>
 <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
 <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
 <head>
@@ -366,7 +367,7 @@ <h1 class="title">Sale planner calendar</h1>
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-!! source digest: sha256:cfd0ce2a5ed3d1a8e2b49546e6d74254c85209fa116fa26c3cb04f2edee45c6a
+!! source digest: sha256:0789fd8a1074029f8b9ae3d1162aaf160959f561fbe8d3fb30f1db2b21520ef5
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
 <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/15.0/sale_planner_calendar"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-15-0/sale-workflow-15-0-sale_planner_calendar"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&amp;target_branch=15.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module allows to manage commercial visits to partners by using recurrence events.</p>
@@ -452,6 +453,7 @@ <h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
 <li>Sergio Teruel</li>
 <li>Carlos Dauden</li>
 <li>Carlos Roca</li>
+<li>Pilar Vargas</li>
 </ul>
 </li>
 </ul>

diff --git a/sale_planner_calendar/views/calendar_view.xml b/sale_planner_calendar/views/calendar_view.xml
@@ -77,7 +77,7 @@
             <field name="user_id" position="after">
                 <label for="target_partner_id" string="Sale planner partner" />
                 <field name="target_partner_id" nolabel="1" />
-
+                <field name="calendar_event_profile_id" />
             </field>
             <field name="recurrence_id" position="after">
                 <group attrs="{'invisible': [('recurrency', '=', False)]}">

diff --git a/sale_planner_calendar/views/sale_planner_calendar_event_profile_view.xml b/sale_planner_calendar/views/sale_planner_calendar_event_profile_view.xml
@@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+
+    <record id="view_sale_planner_calendar_event_profile_tree" model="ir.ui.view">
+        <field name="name">sale.planner.calendar.event.profile.tree</field>
+        <field name="model">sale.planner.calendar.event.profile</field>
+        <field name="arch" type="xml">
+            <tree editable="bottom">
+                <field name="name" />
+                <field name="icon" />
+            </tree>
+        </field>
+    </record>
+
+    <record
+        id="action_sale_planner_calendar_event_profile"
+        model="ir.actions.act_window"
+    >
+        <field name="name">Event Profile</field>
+        <field name="res_model">sale.planner.calendar.event.profile</field>
+        <field name="view_mode">tree</field>
+    </record>
+
+</odoo>