port of durpro_helpdek_sale to helpdesk sale order + base for AI

helpdesk_ai_sale_order/__init__.py

@@ -0,0 +1,6 @@
+# -*- coding: utf-8 -*-
+ 
+from . import models
+from . import wizard
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

helpdesk_ai_sale_order/__manifest__.py

@@ -0,0 +1,32 @@
+# -*- coding: utf-8 -*-
+
+{
+    'name': 'Helpdesk Sale Order',
+    'license': 'LGPL-3',
+    'version': '18.0.0.1',
+    'category' : 'Sales/Sales',
+    'summary': """Allows your helpdesk team to create sales orders from helpdesk tickets.""",
+    'description': """
+       Convert helpdesk tickets into sales orders.
+
+       This feature is useful for companies that sell products or services to their customers 
+       and might receive orders through their helpdesk tickets or simply used orders@theirodoo.com 
+       as a triage helpdesk ticket.
+    """,
+    'author': 'Bemade',
+    'maintainer': 'it@bemade.org',
+    'depends': [
+        'sale_management',
+        'helpdesk',
+        'helpdesk_sale',
+        'sale_project'
+    ],
+    'data': [
+        'views/account_move_view.xml',
+        'views/helpdesk_ticket_views.xml',
+        'views/sale_view.xml',
+        'views/helpdesk_team_views.xml'
+    ],
+    'installable': True,
+    'application': False,
+}

helpdesk_ai_sale_order/migration18.md

@@ -0,0 +1,22 @@
+# Migration de durpro_helpdesk_sale vers Odoo 18.0
+
+## Description
+Module d'intégration entre le helpdesk et les ventes pour Durpro.
+
+## Fonctionnalités Ajoutées
+
+### Création de commandes de vente depuis les tickets
+- Vérification Odoo 18.0 : À vérifier
+- Différences avec la version native : À documenter
+- Alternatives disponibles : À identifier
+
+## Modèles et Champs Modifiés
+
+### Modèle HelpdeskTicket
+- Ajouts/Modifications : À documenter
+- Recherche dans le projet : À effectuer
+- Existence dans Odoo standard/enterprise : À vérifier
+- Recommandations de migration : À formuler
+
+## Vues à Modifier
+- Liste des vues tree à convertir en list : À identifier

helpdesk_ai_sale_order/models/__init__.py

@@ -0,0 +1,8 @@
+# -*- coding: utf-8 -*-
+
+from . import sale_order
+from . import account_move
+from . import helpdesk_team
+from . import helpdesk_ticket
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

helpdesk_ai_sale_order/models/account_move.py

@@ -0,0 +1,12 @@
+# -*- coding: utf-8 -*-
+from odoo import models, fields, api
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    helpdesk_ticket_id = fields.Many2one(
+        'helpdesk.ticket',
+        string='Helpdesk Ticket',
+        copy=False,
+    )

helpdesk_ai_sale_order/models/helpdesk_team.py

@@ -0,0 +1,7 @@
+from odoo import fields, models
+
+
+class HelpdeskTeam(models.Model):
+    _inherit = 'helpdesk.team'
+
+    use_sale_orders = fields.Boolean('Sales', help="Create quotes from tickets")

helpdesk_ai_sale_order/models/helpdesk_ticket.py

@@ -0,0 +1,90 @@
+# -*- coding: utf-8 -*-
+
+
+from odoo import models, fields, api, _, Command
+from odoo.exceptions import UserError
+
+
+class HelpdeskTicket(models.Model):
+    _inherit = "helpdesk.ticket"
+
+    sale_order_ids = fields.One2many(
+        "sale.order",
+        "helpdesk_ticket_id",
+        string="Sale Orders",
+        help="Sale orders associated to this ticket.",
+        copy=False,
+    )
+    sale_order_count = fields.Integer(compute="_compute_sale_order_count")
+    team_use_sale_orders = fields.Boolean(related="team_id.use_sale_orders", string="Team Uses Sales Orders", readonly=True)
+
+    @api.depends("sale_order_ids")
+    def _compute_sale_order_count(self):
+        self.sale_order_count = len(self.sale_order_ids)
+
+    def action_view_sale_order(self):
+        self.ensure_one()
+        sale_order_form_view = self.env.ref("sale.view_order_form")
+        sale_order_tree_view = self.env.ref("sale.view_order_tree")
+
+        action = {
+            "type": "ir.actions.act_window",
+            "res_model": "sale.order",
+            "context": {"create": False},
+        }
+
+        if self.sale_order_count == 1:
+            action.update(
+                res_id=self.sale_order_ids[0].id,
+                views=[(sale_order_form_view.id, "form")],
+            )
+        else:
+            action.update(
+                domain=[("id", "in", self.sale_order_ids.ids)],
+                views=[
+                    (sale_order_tree_view.id, "tree"),
+                    (sale_order_form_view.id, "form"),
+                ],
+                name=_("Purchase Orders from Ticket"),
+            )
+        return action
+
+    def action_convert_to_sale_order(self):
+        self.ensure_one()
+        if not self.team_use_sale_orders:
+            raise UserError(_("Creating quotes from tickets is not enabled for this helpdesk team."))
+
+        so_values = self._generate_so_values()
+        so = self.env["sale.order"].create([so_values])
+        self.message_change_thread(so)
+        attachments = self.env["ir.attachment"].search(
+            [("res_model", "=", "helpdesk.ticket"), ("res_id", "=", self.id)]
+        )
+        attachments.sudo().write({"res_model": "sale.order", "res_id": so.id})
+        activities = self.activity_ids
+        activities.sudo().write(
+            {
+                "res_model_id": self.env.ref("sale.model_sale_order").id,
+                "res_id": so.id,
+                "res_model": "sale.order",
+            }
+        )
+        # The activities will be linked to the SO through the res_model and res_id fields
+        self.action_archive()
+        return self.action_view_sale_order()
+
+    def _generate_so_values(self):
+        team = self.user_id.sale_team_id if self.user_id else self.env.user.sale_team_id
+        if not team:
+            raise UserError(
+                _(
+                    "Creating sale orders is reserved to sales users. Assign the user to sale team first."
+                )
+            )
+        team_id = team.id
+        return {
+            "partner_id": self.partner_id.id,
+            "helpdesk_ticket_id": self.id,
+            "company_id": self.company_id.id,
+            "team_id": team_id,
+        }

helpdesk_ai_sale_order/models/sale_order.py

@@ -0,0 +1,37 @@
+# -*- coding: utf-8 -*-
+from odoo import models, fields, api
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    helpdesk_ticket_id = fields.Many2one(
+        'helpdesk.ticket',
+        string='Helpdesk Ticket',
+        copy=False,
+    )
+
+    def action_view_ticket(self):
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': 'helpdesk.ticket',
+            'view_mode': 'form',
+            'res_id': self.helpdesk_ticket_id.id,
+        }
+
+    def _prepare_invoice(self):
+        result = super(SaleOrder, self)._prepare_invoice()
+        result.update({'helpdesk_ticket_id': self.helpdesk_ticket_id.id})
+        return result
+
+    def create(self, vals_list):
+        sos = super().create(vals_list)
+        for so in sos.filtered('helpdesk_ticket_id'):
+            so.message_post_with_source(
+                'helpdesk.ticket_creation',
+                render_values={
+                    'self': so,
+                    'ticket': so.helpdesk_ticket_id
+                }, subtype_id=self.env.ref('mail.mt_note').id
+            )
+        return sos

helpdesk_ai_sale_order/tests/__init__.py

@@ -0,0 +1 @@
+from . import test_helpdesk_sale

helpdesk_ai_sale_order/tests/test_helpdesk_sale.py

@@ -0,0 +1,65 @@
+from odoo.tests import TransactionCase, tagged
+from odoo import Command
+
+
+@tagged("post_install", "-at_install")
+class TestHelpdeskSale(TransactionCase):
+    def test_convert_ticket_to_sale_order_moves_messages(self):
+        # User needs to be part of a sales team, so set that up first
+        sale_team = self.env.ref("sales_team.crm_team_1")
+        helpdesk_team = self.env.ref("helpdesk.helpdesk_team1")
+        self.env.user.sale_team_id = sale_team
+
+        ticket = self.env["helpdesk.ticket"].create(
+            {
+                "name": "Test Ticket",
+                "description": "Test description",
+                "partner_id": self.env.ref("base.res_partner_2").id,
+                "user_id": self.env.user.id,
+                "team_id": helpdesk_team.id,
+            }
+        )
+        ticket.message_post(body="This is a test email message")
+        ticket.message_post(body="This is another message")
+        ticket.message_post(body="This is a comment.", message_type="comment")
+
+        num_messages = len(ticket.message_ids)
+        self.assertGreaterEqual(num_messages, 3)
+        messages = ticket.message_ids
+
+        action = ticket.action_convert_to_sale_order()
+        so = self.env["sale.order"].browse(action["res_id"])
+
+        for message in messages:
+            self.assertIn(message.body, so.message_ids.mapped("body"))
+        self.assertFalse(ticket.active)
+
+    def test_convert_ticket_to_sale_order_moves_activities(self):
+        # User needs to be part of a sales team, so set that up first
+        sale_team = self.env.ref("sales_team.crm_team_1")
+        helpdesk_team = self.env.ref("helpdesk.helpdesk_team1")
+        self.env.user.sale_team_id = sale_team
+
+        ticket = self.env["helpdesk.ticket"].create(
+            {
+                "name": "Test Ticket",
+                "description": "Test description",
+                "partner_id": self.env.ref("base.res_partner_2").id,
+                "user_id": self.env.user.id,
+                "team_id": helpdesk_team.id,
+            }
+        )
+        activity = self.env["mail.activity"].create(
+            {
+                "activity_type_id": self.env.ref("mail.mail_activity_data_call").id,
+                "res_model_id": self.env.ref("helpdesk.model_helpdesk_ticket").id,
+                "res_id": ticket.id,
+                "user_id": self.env.user.id,
+            }
+        )
+
+        action = ticket.action_convert_to_sale_order()
+        self.env.invalidate_all(flush=True)
+        so = self.env["sale.order"].browse(action["res_id"])
+
+        self.assertIn(activity, so.activity_ids)

helpdesk_ai_sale_order/views/account_move_view.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0"?>
+<odoo>
+    <data>
+          
+          <record id="view_move_form_inherit_helpdesk_custom" model="ir.ui.view">
+            <field name="name">account.move.from.inherited.helpdesk</field>
+            <field name="model">account.move</field>
+            <field name="inherit_id" ref="account.view_move_form"/>
+            <field name="arch" type="xml">
+                <xpath expr="//field[@name='invoice_origin']" position="after">
+                    <field name="helpdesk_ticket_id"  readonly="state not in ['draft', 'sent']"/>
+                </xpath>
+            </field>
+          </record>
+          
+    </data>
+ </odoo>
+ 

helpdesk_ai_sale_order/views/helpdesk_team_views.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="helpdesk_team_view_form_inherit_sale_order" model="ir.ui.view">
+        <field name="name">helpdesk.team.form.inherit.sale.order</field>
+        <field name="model">helpdesk.team</field>
+        <field name="inherit_id" ref="helpdesk.helpdesk_team_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[@id='after-sales']" position="inside">
+                <setting help="Create quotes from tickets">
+                    <field name="use_sale_orders"/>
+                </setting>
+            </xpath>
+        </field>
+    </record>
+</odoo>

helpdesk_ai_sale_order/views/helpdesk_ticket_views.xml

@@ -0,0 +1,32 @@
+<?xml version="1.0"?>
+<odoo>
+    <data>
+        <record id="helpdesk_ticket_form_view_inherit_saleorder" model="ir.ui.view">
+            <field name="name">helpdesk.ticket.form.view.inherit.saleorder</field>
+            <field name="model">helpdesk.ticket</field>
+            <field name="inherit_id" ref="helpdesk.helpdesk_ticket_view_form"/>
+            <field name="arch" type="xml">
+                <xpath expr="//header" position="inside">
+                    <button name="action_convert_to_sale_order"
+                            string="Convert to Quotation"
+                            groups="helpdesk.group_helpdesk_manager,helpdesk.group_helpdesk_user"
+                            type="object"
+                            class="btn btn-secondary"
+                            invisible="not team_use_sale_orders"/>
+                </xpath>
+                <xpath expr="//div[@name='button_box']" position="inside">
+                    <button class="oe_stat_button"
+                            name="action_view_sale_order"
+                            icon="fa-usd"
+                            type="object"
+                            invisible="sale_order_count == 0">
+                        <field string="Sale Orders" name="sale_order_count" widget="statinfo" />
+                    </button>
+                </xpath>
+                <field name="team_id" position="after">
+                    <field name="team_use_sale_orders" invisible="1"/>
+                </field>
+            </field>
+        </record>
+    </data>
+</odoo>

helpdesk_ai_sale_order/views/sale_view.xml

@@ -0,0 +1,26 @@
+<?xml version="1.0"?>
+<odoo>
+    <data>
+          
+          <record id="view_order_form_inherit_sales" model="ir.ui.view">
+            <field name="name">sale.order.from.inherited.saleorder</field>
+            <field name="model">sale.order</field>
+            <field name="inherit_id" ref="sale.view_order_form"/>
+            <field name="arch" type="xml">
+               <xpath expr="//div[@name='button_box']" position="inside">
+                    <field string="Ticket" name="helpdesk_ticket_id" invisible="1" />
+                    <button
+                        string="Ticket"
+                        class="oe_stat_button"
+                        name="action_view_ticket"
+                        type="object"
+                        icon="fa-life-ring"
+                        help="Tickets for this order"
+                        invisible="helpdesk_ticket_id == False"/>
+                </xpath>
+            </field>
+          </record>
+          
+    </data>
+ </odoo>
+ 

helpdesk_ai_sale_order/wizard/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import sale_advance_payment
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

helpdesk_ai_sale_order/wizard/sale_advance_payment.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+from odoo import models, fields, api
+
+class SaleAdvancePaymentInv(models.TransientModel):
+    _inherit = "sale.advance.payment.inv"
+    
+    def _create_invoice(self, order, so_line, amount):
+        res = super(SaleAdvancePaymentInv, self)._create_invoice(order, so_line, amount)
+        res.helpdesk_ticket_id = order.helpdesk_ticket_id
+        return res

helpdesk_sale_order_ai/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import models

helpdesk_sale_order_ai/__manifest__.py

@@ -0,0 +1,27 @@
+# -*- coding: utf-8 -*-
+
+{
+    'name': 'Helpdesk Sale Order AI',
+    'license': 'LGPL-3',
+    'version': '18.0.0.1',
+    'category': 'Sales/Sales',
+    'summary': """Automatically create sales orders from helpdesk tickets using AI.""",
+    'description': """
+       Extends the Helpdesk Sale Order module to automatically create sales orders from helpdesk tickets using AI.
+       
+       This module adds AI capabilities to analyze ticket content and automatically generate appropriate sales orders
+       with relevant products and services based on the ticket description.
+    """,
+    'author': 'Bemade',
+    'maintainer': 'it@bemade.org',
+    'depends': [
+        'helpdesk_sale_order',
+        'openai_connector',  # Supposant qu'un module de connexion OpenAI existe
+    ],
+    'data': [
+        'views/helpdesk_team_views.xml',
+        'views/helpdesk_ticket_views.xml',
+    ],
+    'installable': True,
+    'application': False,
+}

helpdesk_sale_order_ai/models/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import helpdesk_ticket
+from . import helpdesk_team

helpdesk_sale_order_ai/models/helpdesk_team.py

@@ -0,0 +1,25 @@
+# -*- coding: utf-8 -*-
+from odoo import models, fields, api
+
+
+class HelpdeskTeam(models.Model):
+    _inherit = 'helpdesk.team'
+
+    use_ai_sale_orders = fields.Boolean(
+        string='Use AI for Sale Orders',
+        help='If checked, the system will use AI to automatically generate sale orders from ticket descriptions.',
+        default=False,
+    )
+    
+    ai_prompt_template = fields.Text(
+        string='AI Prompt Template',
+        help='Template for the prompt sent to the AI. Use placeholders like {description}, {customer}, etc.',
+        default="""Based on the following helpdesk ticket description, identify products and services that should be included in a sales order:
+
+Ticket Description: {description}
+Customer: {customer}
+
+Please provide a list of products/services with quantities and descriptions in the following format:
+Product/Service Name | Quantity | Description
+"""
+    )

helpdesk_sale_order_ai/models/helpdesk_ticket.py

@@ -0,0 +1,181 @@
+# -*- coding: utf-8 -*-
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import logging
+import json
+
+_logger = logging.getLogger(__name__)
+
+
+class HelpdeskTicket(models.Model):
+    _inherit = 'helpdesk.ticket'
+
+    # Utiliser un champ calculé au lieu d'un champ simple avec onchange
+    team_use_ai_sale_orders = fields.Boolean(
+        string='Team Uses AI for Sale Orders',
+        compute='_compute_team_use_ai_sale_orders',
+    )
+    
+    @api.depends('team_id')
+    def _compute_team_use_ai_sale_orders(self):
+        for ticket in self:
+            ticket.team_use_ai_sale_orders = False
+            if ticket.team_id:
+                # Vérifier si le champ existe sur l'équipe
+                team = self.env['helpdesk.team'].sudo().browse(ticket.team_id.id)
+                if hasattr(team, 'use_ai_sale_orders'):
+                    ticket.team_use_ai_sale_orders = team.use_ai_sale_orders
+    
+    ai_generated_products = fields.Text(
+        string='AI Generated Products',
+        readonly=True,
+        help='Products suggested by AI based on ticket description',
+    )
+    
+    def action_convert_to_sale_order(self):
+        """Override to use AI for generating sale order if enabled"""
+        self.ensure_one()
+        
+        # Check if the team allows sale orders
+        if not self.team_use_sale_orders:
+            raise UserError(_("You cannot create a sale order from this ticket because your team does not allow it."))
+        
+        # Vérifier directement sur l'équipe si l'IA est activée
+        use_ai = False
+        if self.team_id and hasattr(self.team_id, 'use_ai_sale_orders'):
+            use_ai = self.team_id.use_ai_sale_orders
+        
+        # If AI is enabled for this team, use it to generate the sale order
+        if use_ai:
+            return self._ai_convert_to_sale_order()
+        
+        # Otherwise, use the standard method from the parent module
+        return super(HelpdeskTicket, self).action_convert_to_sale_order()
+    
+    def _ai_convert_to_sale_order(self):
+        """Create a sale order using AI to suggest products based on ticket description"""
+        self.ensure_one()
+        
+        # Generate AI suggestions if not already done
+        if not self.ai_generated_products:
+            self._generate_ai_product_suggestions()
+        
+        # Create the sale order with AI-suggested products
+        so_vals = self._generate_ai_so_values()
+        sale_order = self.env['sale.order'].create([so_vals])
+        
+        # Link the sale order to the ticket
+        self.write({
+            'sale_order_id': sale_order.id,
+        })
+        
+        # Return the action to view the created sale order
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Sale Order'),
+            'res_model': 'sale.order',
+            'res_id': sale_order.id,
+            'view_mode': 'form',
+            'context': {'create': False},
+        }
+    
+    def _generate_ai_product_suggestions(self):
+        """Use AI to generate product suggestions based on ticket description"""
+        self.ensure_one()
+        
+        # Skip if no description
+        if not self.description:
+            return False
+        
+        try:
+            # Prepare the prompt using the template from the team
+            prompt = self.team_id.ai_prompt_template.format(
+                description=self.description,
+                customer=self.partner_id.name or 'Unknown',
+            )
+            
+            # Call the AI service (assuming an OpenAI connector module exists)
+            ai_service = self.env['openai.service'].sudo()
+            response = ai_service.generate_completion(prompt)
+            
+            # Store the AI response
+            self.ai_generated_products = response
+            
+            return True
+        except Exception as e:
+            _logger.error("Error generating AI product suggestions: %s", str(e))
+            return False
+    
+    def _generate_ai_so_values(self):
+        """Generate sale order values with AI-suggested products"""
+        # Start with the base SO values from the parent method
+        so_vals = self._generate_so_values()
+        
+        # Parse AI suggestions and add as order lines
+        if self.ai_generated_products:
+            order_lines = self._parse_ai_product_suggestions()
+            if order_lines:
+                so_vals['order_line'] = order_lines
+        
+        return so_vals
+    
+    def _parse_ai_product_suggestions(self):
+        """Parse the AI-generated product suggestions into sale order lines"""
+        order_lines = []
+        
+        if not self.ai_generated_products:
+            return order_lines
+        
+        # Simple parsing of the AI response
+        # Format expected: Product/Service Name | Quantity | Description
+        lines = self.ai_generated_products.strip().split('\n')
+        
+        for line in lines:
+            if '|' not in line:
+                continue
+                
+            parts = [part.strip() for part in line.split('|')]
+            if len(parts) < 2:
+                continue
+                
+            product_name = parts[0]
+            quantity = 1.0
+            description = ''
+            
+            # Try to parse quantity
+            if len(parts) > 1:
+                try:
+                    quantity = float(parts[1])
+                except ValueError:
+                    quantity = 1.0
+            
+            # Get description if available
+            if len(parts) > 2:
+                description = parts[2]
+            
+            # Search for matching product
+            product = self.env['product.product'].search([
+                ('name', 'ilike', product_name),
+                ('sale_ok', '=', True)
+            ], limit=1)
+            
+            if not product:
+                # If no product found, create a service product
+                product = self.env['product.product'].create({
+                    'name': product_name,
+                    'type': 'service',
+                    'sale_ok': True,
+                    'purchase_ok': False,
+                    'list_price': 0.0,
+                })
+            
+            # Create order line
+            order_line = (0, 0, {
+                'product_id': product.id,
+                'product_uom_qty': quantity,
+                'name': description or product.name,
+            })
+            
+            order_lines.append(order_line)
+        
+        return order_lines

helpdesk_sale_order_ai/views/helpdesk_team_views.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="helpdesk_team_view_form_inherit_helpdesk_sale_order_ai" model="ir.ui.view">
+        <field name="name">helpdesk.team.form.inherit.sale.order.ai</field>
+        <field name="model">helpdesk.team</field>
+        <field name="inherit_id" ref="helpdesk.helpdesk_team_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='team_use_sale_orders']" position="after">
+                <field name="use_ai_sale_orders" attrs="{'invisible': [('team_use_sale_orders', '=', False)]}"/>
+                <field name="ai_prompt_template" attrs="{'invisible': [('use_ai_sale_orders', '=', False)]}" widget="text_field"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>