[WIP] rename 'lead2partner' into 'generate.partner' for more clarity
bzr revid: abo@openerp.com-20121112133033-urh3emybeabfvdxm
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@ -97,7 +97,6 @@ Dashboard for CRM will include:
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'board_crm_view.xml',
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'res_config_view.xml',
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],
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'demo': [
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'crm_demo.xml',
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@ -13,13 +13,13 @@
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-
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I fill in a lead2partner wizard.
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-
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!record {model: crm.lead2partner, id: crm_lead2partner_id1, context: '{"active_model": "crm.lead", "active_ids": [ref("crm_case_4")]}'}:
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!record {model: crm.generate.partner, id: crm_generate_partner_id1, context: '{"active_model": "crm.lead", "active_ids": [ref("crm_case_4")]}'}:
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-
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I create a partner from the lead2partner wizard.
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-
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!python {model: crm.lead2partner}: |
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!python {model: crm.generate.partner}: |
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context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')], 'active_id': ref('crm_case_4')})
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self.make_partner(cr, uid ,[ref("crm_lead2partner_id1")], context=context)
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self.make_partner(cr, uid ,[ref("crm_generate_partner_id1")], context=context)
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-
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I convert lead into opportunity for exiting customer.
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-
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@ -19,13 +19,12 @@
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#
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##############################################################################
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import crm_lead_to_partner
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import crm_lead_to_opportunity
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import crm_generate_partner
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import crm_phonecall_to_phonecall
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import crm_opportunity_to_phonecall
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import crm_lead_to_opportunity
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import crm_partner_to_opportunity
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import crm_phonecall_to_opportunity
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import crm_merge_opportunities
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -22,9 +22,15 @@
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from osv import osv, fields
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from tools.translate import _
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class crm_lead2partner(osv.osv_memory):
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_name = 'crm.lead2partner'
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_description = 'Generate a partner from a 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).'
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class crm_generate_partner(osv.osv_memory):
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"""
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Handle the partner generation from any CRM item (lead, phonecall, ...)
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either by explicitly converting the element to a partner, either by
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triggering an action that will create a partner (e.g. convert a lead into
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an opportunity).
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"""
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_name = 'crm.generate.partner'
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_description = 'Generate a partner from a CRM item.'
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_columns = {
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'action': fields.selection([
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('exist', 'Link to an existing customer'),
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@ -36,7 +42,8 @@ class crm_lead2partner(osv.osv_memory):
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def _find_matching_partner(self, cr, uid, context=None):
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"""
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Try to find a matching partner regarding the active model data, like the customer's name, email, phone number, etc.
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Try to find a matching partner regarding the active model data, like
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the customer's name, email, phone number, etc.
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@return partner_id if any, False otherwise
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"""
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if context is None:
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@ -67,7 +74,7 @@ class crm_lead2partner(osv.osv_memory):
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return partner_id
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def default_get(self, cr, uid, fields, context=None):
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res = super(crm_lead2partner, self).default_get(cr, uid, fields, context=context)
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res = super(crm_generate_partner, self).default_get(cr, uid, fields, context=context)
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partner_id = self._find_matching_partner(cr, uid, context=context)
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if 'action' in fields:
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@ -27,7 +27,7 @@ import re
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class crm_lead2opportunity_partner(osv.osv_memory):
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_name = 'crm.lead2opportunity.partner'
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_description = 'Lead To Opportunity Partner'
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_inherit = 'crm.lead2partner'
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_inherit = 'crm.generate.partner'
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_columns = {
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'name': fields.selection([
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@ -7,7 +7,7 @@
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<field name="model">crm.lead2opportunity.partner</field>
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<field name="arch" type="xml">
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<form string="Convert to Opportunity" version="7.0">
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<group>
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<group name="name">
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<field name="name" class="oe_inline"/>
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<field name="opportunity_ids" attrs="{'invisible': [('name', '!=', 'merge')]}">
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<tree>
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@ -18,7 +18,7 @@
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</tree>
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</field>
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</group>
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<group attrs="{'invisible': [('name', '!=', 'convert')]}">
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<group name="action" attrs="{'invisible': [('name', '!=', 'convert')]}">
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<field name="action" class="oe_inline"/>
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<field name="partner_id"
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attrs="{'required': [('action', '=', 'exist')], 'invisible':[('action','!=','exist')]}"
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