odoo/addons/crm/wizard/crm_lead_to_partner.py

# -*- coding: utf-8 -*-
##############################################################################
#
#    OpenERP, Open Source Management Solution
#    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
#    This program is free software: you can redistribute it and/or modify
#    it under the terms of the GNU Affero General Public License as
#    published by the Free Software Foundation, either version 3 of the
#    License, or (at your option) any later version.
#
#    This program is distributed in the hope that it will be useful,
#    but WITHOUT ANY WARRANTY; without even the implied warranty of
#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
#    GNU Affero General Public License for more details.
#
#    You should have received a copy of the GNU Affero General Public License
#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################

from osv import osv, fields
from tools.translate import _

class crm_lead2partner(osv.osv_memory):
    """ Converts lead to partner """

    _name = 'crm.lead2partner'
    _description = 'Lead to Partner'

    _columns = {
        'action': fields.selection([('exist', 'Link to an existing partner'), \
                                    ('create', 'Create a new partner')], \
                                    'Action', required=True),
        'partner_id': fields.many2one('res.partner', 'Partner')
        }

    def view_init(self, cr, uid, fields, context=None):
        """
        This function checks for precondition before wizard executes
        @param self: The object pointer
        @param cr: the current row, from the database cursor,
        @param uid: the current user’s ID for security checks,
        @param fields: List of fields for default value
        @param context: A standard dictionary for contextual values

        """

        lead_obj = self.pool.get('crm.lead')
        rec_ids = context and context.get('active_ids', [])
        for lead in lead_obj.browse(cr, uid, rec_ids, context=context):
            if lead.partner_id:
                     raise osv.except_osv(_('Warning !'),
                        _('A partner is already defined on this lead.'))

    def default_get(self, cr, uid, fields, context=None):
        """
        This function gets default values
        @param self: The object pointer
        @param cr: the current row, from the database cursor,
        @param uid: the current user’s ID for security checks,
        @param fields: List of fields for default value
        @param context: A standard dictionary for contextual values

        @return : default values of fields.
        """
        lead_obj = self.pool.get('crm.lead')
        partner_obj = self.pool.get('res.partner')
        contact_obj = self.pool.get('res.partner.address')
        rec_ids = context and context.get('active_ids', [])
        partner_id = False

        data = context and context.get('active_ids', []) or []
        res = super(crm_lead2partner, self).default_get(cr, uid, fields, context=context)

        for lead in lead_obj.browse(cr, uid, data, context=context):
            partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
            if not partner_ids and lead.email_from:
                address_ids = contact_obj.search(cr, uid, [('email', '=', lead.email_from)])
                if address_ids:
                    addresses = contact_obj.browse(cr, uid, address_ids)
                    partner_ids = addresses and [addresses[0].partner_id.id] or False
            partner_id = partner_ids and partner_ids[0] or False

            if 'partner_id' in fields:
                res.update({'partner_id': partner_id})
            if 'action' in fields:
                res.update({'action': partner_id and 'exist' or 'create'})
        return res
    
    def open_create_partner(self, cr, uid, ids, context=None):
        """
        This function Opens form of create partner.
        @param self: The object pointer
        @param cr: the current row, from the database cursor,
        @param uid: the current user’s ID for security checks,
        @param ids: List of Lead to Partner's IDs
        @param context: A standard dictionary for contextual values

        @return : Dictionary value for next form.
        """
        if not context:
            context = {}

        view_obj = self.pool.get('ir.ui.view')
        view_id = view_obj.search(cr, uid, [('model', '=', 'crm.lead2partner'), \
                                     ('name', '=', 'crm.lead2partner.view')])
        return {
            'view_mode': 'form',
            'view_type': 'form',
            'view_id': view_id or False,
            'res_model': 'crm.lead2partner',
            'context': context,
            'type': 'ir.actions.act_window',
            'target': 'new',
            }


    def _create_partner(self, cr, uid, ids, context=None):
        """
        This function Creates partner based on action.
        @param self: The object pointer
        @param cr: the current row, from the database cursor,
        @param uid: the current user’s ID for security checks,
        @param ids: List of Lead to Partner's IDs
        @param context: A standard dictionary for contextual values

        @return : Dictionary {}.
        """
        if not context:
            context = {}

        lead_obj = self.pool.get('crm.lead')
        partner_obj = self.pool.get('res.partner')
        contact_obj = self.pool.get('res.partner.address')
        partner_ids = []
        partner_id = False
        contact_id = False
        rec_ids = context and context.get('active_ids', [])

        for data in self.browse(cr, uid, ids):
            for lead in lead_obj.browse(cr, uid, rec_ids):
                if data.action == 'create':
                    partner_id = partner_obj.create(cr, uid, {
                        'name': lead.partner_name or lead.name,
                        'user_id': lead.user_id.id,
                        'comment': lead.description,
                    })
                    function_id = self.pool.get('res.partner.function').search(cr,uid,[('name','=',lead.function_name)])
                    contact_id = contact_obj.create(cr, uid, {
                        'partner_id': partner_id,
                        'name': lead.name,
                        'phone': lead.phone,
                        'mobile': lead.mobile,
                        'email': lead.email_from,
                        'fax': lead.fax,
                        'title': lead.title,
                        'function': function_id and function_id[0] or False,
                        'street': lead.street,
                        'street2': lead.street2,
                        'zip': lead.zip,
                        'city': lead.city,
                        'country_id': lead.country_id and lead.country_id.id or False,
                        'state_id': lead.state_id and lead.state_id.id or False,
                    })

                else:
                    if data.partner_id:
                        partner_id = data.partner_id.id
                        contact_id = partner_obj.address_get(cr, uid, [partner_id])['default']

                partner_ids.append(partner_id)

                vals = {}
                if partner_id:
                    vals.update({'partner_id': partner_id})
                if contact_id:
                    vals.update({'partner_address_id': contact_id})
                lead_obj.write(cr, uid, [lead.id], vals)
        return partner_ids

    def make_partner(self, cr, uid, ids, context=None):
        """
        This function Makes partner based on action.
        @param self: The object pointer
        @param cr: the current row, from the database cursor,
        @param uid: the current user’s ID for security checks,
        @param ids: List of Lead to Partner's IDs
        @param context: A standard dictionary for contextual values

        @return : Dictionary value for created Partner form.
        """
        if not context:
            context = {}

        partner_ids = self._create_partner(cr, uid, ids, context)
        mod_obj = self.pool.get('ir.model.data')
        result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
        res = mod_obj.read(cr, uid, result, ['res_id'])

        value = {
            'domain': "[]",
            'view_type': 'form',
            'view_mode': 'form,tree',
            'res_model': 'res.partner',
            'res_id': partner_ids and int(partner_ids[0]) or False,
            'view_id': False,
            'context': context,
            'type': 'ir.actions.act_window',
            'search_view_id': res['res_id']
        }
        return value

crm_lead2partner()

# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: