odoo/addons/crm/wizard/crm_generate_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_generate_partner(osv.osv_memory):
    """
    Handle the partner generation from any CRM item (lead, phonecall, ...)
    either by explicitly converting the element to a partner, either by
    triggering an action that will create a partner (e.g. convert a lead into
    an opportunity).
    """
    _name = 'crm.generate.partner'
    _description = 'Generate a partner from a CRM item.'
    _columns = {
        'action': fields.selection([
                ('exist', 'Link to an existing customer'),
                ('create', 'Create a new customer'),
                ('nothing', 'Do not link to a customer')
            ], 'Related Customer', required=True),
        'partner_id': fields.many2one('res.partner', 'Customer'),
    }

    def _find_matching_partner(self, cr, uid, context=None):
        """
        Try to find a matching partner regarding the active model data, like
        the customer's name, email, phone number, etc.
        @return partner_id if any, False otherwise
        """
        if context is None:
            context = {}
        partner_id = False
        partner_obj = self.pool.get('res.partner')

        # The active model has to be a lead or a phonecall
        if (context.get('active_model') == 'crm.lead') and context.get('active_id'):
            lead_obj = self.pool.get('crm.lead')
            lead = lead_obj.browse(cr, uid, context.get('active_id'), context=context)
            if lead.partner_id:
                partner_id = lead.partner_id.id
            if lead.email_from:
                partner_ids = partner_obj.search(cr, uid, [('email', '=', lead.email_from)], context=context)
                if partner_ids:
                    partner_id = partner_ids[0]
            if not lead.partner_id and lead.partner_name:
                partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name)], context=context)
                if partner_ids:
                    partner_id = partner_ids[0]
        elif (context.get('active_model') == 'crm.phonecall') and context.get('active_id'):
            phonecall_obj = self.pool.get('crm.phonecall')
            phonecall = phonecall_obj.browse(cr, uid, context.get('active_id'), context=context)
            print ">>>>>>>>>> Phonecall case"
            #do stuff

        return partner_id

    def default_get(self, cr, uid, fields, context=None):
        res = super(crm_generate_partner, self).default_get(cr, uid, fields, context=context)
        partner_id = self._find_matching_partner(cr, uid, context=context)

        if 'action' in fields:
            res.update({'action': partner_id and 'exist' or 'create'})
        if 'partner_id' in fields:
            res.update({'partner_id': partner_id})

        return res

    def _create_partner(self, cr, uid, ids, context=None):
        """
        Create partner based on action.
        """
        if context is None:
            context = {}
        lead = self.pool.get('crm.lead')
        lead_ids = context.get('active_ids', [])
        data = self.browse(cr, uid, ids, context=context)[0]
        partner_id = data.partner_id and data.partner_id.id or False
        return lead.convert_partner(cr, uid, lead_ids, data.action, partner_id, context=context)

    def make_partner(self, cr, uid, ids, context=None):
        """
        Make a partner based on action.
        Only called from form view, so only meant to convert one lead at a time.
        """
        if context is None:
            context = {}
        lead_id = context.get('active_id', False)
        partner_ids_map = self._create_partner(cr, uid, ids, context=context)
        return self.pool.get('res.partner').redirect_partner_form(cr, uid, partner_ids_map.get(lead_id, False), context=context)

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