[IMP]: crm: Improvement in Lead to Partner and phonecall to partner wizard
bzr revid: ksa@tinyerp.co.in-20100318112349-w1nlurgxhcl6p7j8
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ksa (Open ERP)
parent
3be0ab4baa
commit
03fedcaab9
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@ -45,9 +45,9 @@ class crm_claim_report(osv.osv):
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def init(self, cr):
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"""
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""" Display Number of cases And Section Name
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@param cr: the current row, from the database cursor,
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Display Number of cases And Section Name """
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"""
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tools.drop_view_if_exists(cr, 'crm_claim_report')
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cr.execute("""
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@ -45,8 +45,9 @@ class crm_fundraising_report(osv.osv):
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def init(self, cr):
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""" @param cr: the current row, from the database cursor
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Display Number of cases and Average Probability """
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""" Display Number of cases and Average Probability
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@param cr: the current row, from the database cursor
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"""
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tools.drop_view_if_exists(cr, 'crm_fundraising_report')
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cr.execute("""
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@ -42,8 +42,10 @@ class crm_helpdesk_report(osv.osv):
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def init(self, cr):
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"""@param cr: the current row, from the database cursor
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Display Deadline ,Responsible user, partner ,Department """
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"""
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Display Deadline ,Responsible user, partner ,Department
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@param cr: the current row, from the database cursor
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"""
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tools.drop_view_if_exists(cr, 'crm_helpdesk_report')
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cr.execute("""
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@ -42,8 +42,10 @@ class crm_lead_report(osv.osv):
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}
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def init(self, cr):
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""" @param cr: the current row, from the database cursor
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CRM Lead Report"""
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"""
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CRM Lead Report
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@param cr: the current row, from the database cursor
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"""
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tools.drop_view_if_exists(cr, 'crm_lead_report')
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cr.execute("""
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@ -48,8 +48,9 @@ class crm_opportunity_report(osv.osv):
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def init(self, cr):
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""" @param cr: the current row, from the database cursor
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Display Est.Revenue , Average Probability ,Est.Revenue Probabilit """
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""" Display Est.Revenue , Average Probability ,Est.Revenue Probability
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@param cr: the current row, from the database cursor
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"""
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tools.drop_view_if_exists(cr, 'crm_opportunity_report')
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cr.execute("""
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@ -41,8 +41,9 @@ class crm_phonecall_report(osv.osv):
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def init(self, cr):
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""" @param cr: the current row, from the database cursor,
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Phone Calls By User And Section """
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""" Phone Calls By User And Section
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@param cr: the current row, from the database cursor,
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"""
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tools.drop_view_if_exists(cr, 'crm_phonecall_report')
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cr.execute("""
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@ -55,7 +55,7 @@ class crm_lead2opportunity(osv.osv_memory):
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lead_obj = self.pool.get('crm.lead')
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opp_obj = self. pool.get('crm.opportunity')
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data_obj = self.pool.get('ir.model.data')
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# Get Opportunity views
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result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
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res = data_obj.read(cr, uid, result, ['res_id'])
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@ -65,56 +65,56 @@ class crm_lead2opportunity(osv.osv_memory):
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id2 = data_obj.browse(cr, uid, id2, context=context).res_id
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if id3:
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id3 = data_obj.browse(cr, uid, id3, context=context).res_id
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lead = lead_obj.browse(cr, uid, record_id, context=context)
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for this in self.browse(cr, uid, ids, context=context):
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new_opportunity_id = opp_obj.create(cr, uid, {
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'name': this.name,
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'planned_revenue': this.planned_revenue,
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'probability': this.probability,
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'partner_id': lead.partner_id and lead.partner_id.id or False ,
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'section_id': lead.section_id and lead.section_id.id or False,
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'description': lead.description or False,
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'date_deadline': lead.date_deadline or False,
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'name': this.name,
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'planned_revenue': this.planned_revenue,
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'probability': this.probability,
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'partner_id': lead.partner_id and lead.partner_id.id or False ,
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'section_id': lead.section_id and lead.section_id.id or False,
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'description': lead.description or False,
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'date_deadline': lead.date_deadline or False,
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'partner_address_id': lead.partner_address_id and \
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lead.partner_address_id.id or False ,
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'priority': lead.priority,
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'phone': lead.phone,
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lead.partner_address_id.id or False ,
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'priority': lead.priority,
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'phone': lead.phone,
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'email_from': lead.email_from
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})
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new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
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vals = {
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'partner_id': this.partner_id and this.partner_id.id or False,
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'partner_id': this.partner_id and this.partner_id.id or False,
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}
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if not lead.opportunity_id:
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vals.update({'opportunity_id' : new_opportunity.id})
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lead_obj.write(cr, uid, [lead.id], vals)
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lead_obj.case_close(cr, uid, [lead.id])
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opp_obj.case_open(cr, uid, [new_opportunity_id])
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value = {
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'name': _('Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.opportunity',
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'res_id': int(new_opportunity_id),
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'view_id': False,
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'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
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'type': 'ir.actions.act_window',
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'name': _('Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.opportunity',
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'res_id': int(new_opportunity_id),
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'view_id': False,
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'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
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'type': 'ir.actions.act_window',
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'search_view_id': res['res_id']
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}
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return value
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_columns = {
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'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
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'probability': fields.float('Success Probability'),
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'planned_revenue': fields.float('Expected Revenue'),
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'partner_id': fields.many2one('res.partner', 'Partner'),
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'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
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'probability': fields.float('Success Probability'),
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'planned_revenue': fields.float('Expected Revenue'),
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'partner_id': fields.many2one('res.partner', 'Partner'),
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}
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def view_init(self, cr, uid, fields, context=None):
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"""
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This function checks for precondition before wizard executes
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@ -148,9 +148,10 @@ Leads Could not convert into Opportunity"))
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@return : default values of fields.
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"""
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lead_obj = self.pool.get('crm.lead')
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data = context and context.get('active_ids', []) or []
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res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
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for lead in lead_obj.browse(cr, uid, context.get('active_ids', [])):
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for lead in lead_obj.browse(cr, uid, data, []):
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if 'name' in fields:
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res.update({'name': lead.partner_name})
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if 'partner_id' in fields:
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@ -52,7 +52,6 @@ class crm_phonecall2partner(osv.osv_memory):
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raise osv.except_osv(_('Warning !'),
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_('A partner is already defined on this phonecall.'))
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def _select_partner(self, cr, uid, context=None):
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"""
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This function Searches for Partner from selected phonecall.
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