[IMP] crm: Simplified convert to opportunity wizard and accordingly changed ymls.
bzr revid: uco@tinyerp.com-20110204130556-8q3eahvrrbmdiwj0
This commit is contained in:
Ujjvala Collins (OpenERP)
parent
f7c77da28c
commit
4d1df18faf
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@ -246,46 +246,28 @@ class crm_lead(crm_case, osv.osv):
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context.update({'active_ids': ids})
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data_obj = self.pool.get('ir.model.data')
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_action')
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value = {}
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view_id = False
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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for case in self.browse(cr, uid, ids):
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for case in self.browse(cr, uid, ids, context=context):
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context.update({'active_id': case.id})
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if not case.partner_id:
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_partner')
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view_id1 = False
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if data_id:
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view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id
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value = {
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'name': _('Create Partner'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity.partner',
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'view_id': False,
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'context': context,
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'views': [(view_id1, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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'nodestroy': True
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}
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break
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else:
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value = {
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'name': _('Create Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity.action',
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'view_id': False,
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'context': context,
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'views': [(view_id, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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'nodestroy': True
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}
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_partner')
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view_id1 = False
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if data_id:
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view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id
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value = {
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'name': _('Create Partner'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity.partner',
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'view_id': False,
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'context': context,
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'views': [(view_id1, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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'nodestroy': True
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}
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return value
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def write(self, cr, uid, ids, vals, context=None):
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@ -60,24 +60,12 @@
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-
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!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner_create_0}:
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action: 'create'
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-
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I click on "Continue" button of this wizard.
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-
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!python {model: crm.lead2opportunity.partner}: |
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self.make_partner(cr, uid, [ref("crm_lead2opportunity_partner_create_0")], {'active_ids': [ref("crm_lead_newcustomer0")]})
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-
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Now, I give value to this wizard field.
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-
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!record {model: crm.lead2opportunity, id: crm_lead2opportunity_stonage_0}:
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name: Capegemini
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planned_revenue: 0.00
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probability: 0.00
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name: 'convert'
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-
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Then, Click on "Create Opportunity" button of this wizard.
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-
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!python {model: crm.lead2opportunity}: |
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self.action_apply(cr, uid, [ref('crm_lead2opportunity_stonage_0')], {'active_id': ref('crm_lead_newcustomer0')})
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!python {model: crm.lead2opportunity.partner}: |
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self.action_apply(cr, uid, [ref("crm_lead2opportunity_partner_create_0")], {'active_ids': [ref("crm_lead_newcustomer0")], 'active_id': ref("crm_lead_newcustomer0")})
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- |
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In order to check the opportunity is created or not, I check type.
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-
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@ -32,15 +32,14 @@
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-
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I find that this lead can be converted to opportunity.
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-
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!record {model: crm.lead2opportunity, id: crm_lead2opportunity0}:
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name: OpenERP Presentation
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probability: 60.0
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planned_revenue: 45000.0
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!record {model: crm.lead2opportunity.partner, id: crm_lead2opportunity_partner0}:
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action: 'create'
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name: 'convert'
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-
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So I convert the lead to opportunity.
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-
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!python {model: crm.lead2opportunity}: |
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self.action_apply(cr, uid, [ref('crm_lead2opportunity0')], context={'active_id': ref('crm_lead_openerppresentation0')})
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!python {model: crm.lead2opportunity.partner}: |
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self.action_apply(cr, uid, [ref('crm_lead2opportunity_partner0')], context={'active_ids': [ref('crm_lead_openerppresentation0')]})
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-
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I check that lead is now converted to opportunity.
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-
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@ -22,23 +22,40 @@
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from osv import osv, fields
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from tools.translate import _
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import time
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class crm_lead2opportunity(osv.osv_memory):
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_name = 'crm.lead2opportunity'
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_description = 'Lead To Opportunity'
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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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def action_cancel(self, cr, uid, ids, context=None):
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_columns = {
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'partner_id': fields.many2one('res.partner', 'Partner'),
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'action': fields.selection([('exist', 'Link to an existing partner'), ('create', 'Create a new partner')], 'Action'),
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'name': fields.selection([('convert', 'Convert to Opportunity'), ('merge', 'Merge with existing Opportunity')],'Select Action', required=True),
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'opportunity_ids': fields.many2many('crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id', 'Opportunities', domain=[('type', '=', 'opportunity')]),
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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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Closes Lead To Opportunity form
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This function checks for precondition before wizard executes
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of Lead to Partner's IDs
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@param fields: List of fields for default value
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@param context: A standard dictionary for contextual values
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"""
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return {'type': 'ir.actions.act_window_close'}
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if context is None:
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context = {}
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lead_obj = self.pool.get('crm.lead')
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for lead in lead_obj.browse(cr, uid, context.get('active_ids', []), context=context):
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if lead.state in ['done', 'cancel']:
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raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \
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Leads Could not convert into Opportunity"))
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return False
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def action_apply(self, cr, uid, ids, context=None):
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"""
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This converts lead to opportunity and opens Opportunity view
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@ -46,7 +63,7 @@ class crm_lead2opportunity(osv.osv_memory):
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@return : View dictionary opening the Opportunity form view
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"""
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record_id = context and context.get('active_id') or False
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record_id = context and context.get('active_ids') or False
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if not record_id:
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return {'type': 'ir.actions.act_window_close'}
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@ -69,30 +86,42 @@ class crm_lead2opportunity(osv.osv_memory):
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opportunity_view_tree = models_data.browse(
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cr, uid, opportunity_view_tree, context=context).res_id
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lead = leads.browse(cr, uid, record_id, context=context)
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if(lead.section_id):
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stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('type','=','opportunity'),('sequence','>=',1), ('section_ids','=', lead.section_id.id)])
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else:
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stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('type','=','opportunity'),('sequence','>=',1)])
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for this in self.browse(cr, uid, ids, context=context):
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vals ={
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'planned_revenue': this.planned_revenue,
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'probability': this.probability,
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'name': this.name,
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'partner_id': this.partner_id.id,
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'user_id': (this.partner_id.user_id and this.partner_id.user_id.id) or (lead.user_id and lead.user_id.id),
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'type': 'opportunity',
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'stage_id': stage_ids and stage_ids[0] or False
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}
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lead.write(vals, context=context)
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leads.history(cr, uid, [lead], _('Opportunity'), details='Converted to Opportunity', context=context)
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if lead.partner_id:
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msg_ids = [ x.id for x in lead.message_ids]
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self.pool.get('mailgate.message').write(cr, uid, msg_ids, {
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'partner_id': lead.partner_id.id
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}, context=context)
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leads.log(cr, uid, lead.id,
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_("Lead '%s' has been converted to an opportunity.") % lead.name)
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for lead in leads.browse(cr, uid, record_id, context=context):
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if(lead.section_id):
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stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('type','=','opportunity'),('sequence','>=',1), ('section_ids','=', lead.section_id.id)])
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else:
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stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('type','=','opportunity'),('sequence','>=',1)])
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data = self.browse(cr, uid, ids[0], context=context)
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partner_ids = []
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if data.action == 'create':
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partner_ids = self._create_partner(cr, uid, ids, context=context)
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partner_id = partner_ids and partner_ids[0] or data.partner_id.id
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if data.name == 'convert':
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vals = {
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'planned_revenue': lead.planned_revenue,
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'probability': lead.probability,
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'name': lead.name,
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'partner_id': partner_id,
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'user_id': (lead.user_id and lead.user_id.id),
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'type': 'opportunity',
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'stage_id': stage_ids and stage_ids[0] or False,
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'date_action': time.strftime('%Y-%m-%d %H:%M:%S')
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}
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lead.write(vals, context=context)
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leads.history(cr, uid, [lead], _('Opportunity'), details='Converted to Opportunity', context=context)
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if lead.partner_id:
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msg_ids = [ x.id for x in lead.message_ids]
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self.pool.get('mailgate.message').write(cr, uid, msg_ids, {
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'partner_id': lead.partner_id.id
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}, context=context)
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leads.log(cr, uid, lead.id,
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_("Lead '%s' has been converted to an opportunity.") % lead.name)
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elif data.name == 'merge':
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merge_obj = self.pool.get('crm.merge.opportunity')
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context.update({'opportunity_ids': data.opportunity_ids})
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return merge_obj.action_merge(cr, uid, ids, context=context)
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return {
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'name': _('Opportunity'),
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@ -108,221 +137,7 @@ class crm_lead2opportunity(osv.osv_memory):
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'type': 'ir.actions.act_window',
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'search_view_id': opportunity_view_search
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}
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_columns = {
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'name' : fields.char('Opportunity', size=64, required=True, select=1),
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'probability': fields.float('Success Rate (%)'),
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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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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param fields: List of fields for default value
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@param context: A standard dictionary for contextual values
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"""
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if context is None:
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context = {}
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lead_obj = self.pool.get('crm.lead')
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for lead in lead_obj.browse(cr, uid, context.get('active_ids', []), context=context):
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if lead.state in ['done', 'cancel']:
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raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \
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Leads Could not convert into Opportunity"))
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return False
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def default_get(self, cr, uid, fields, context=None):
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"""
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This function gets default values
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param fields: List of fields for default value
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@param context: A standard dictionary for contextual values
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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, data, context=context):
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if 'name' in fields:
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res.update({'name': lead.name})
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if 'partner_id' in fields:
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res.update({'partner_id': lead.partner_id.id or False})
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return res
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crm_lead2opportunity()
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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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_columns = {
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'partner_id': fields.many2one('res.partner', 'Partner'),
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'action': fields.selection([('exist', 'Link to an existing partner'), ('create', 'Create a new partner'), ('no','Do not create a partner')], 'Action'),
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}
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def make_partner(self, cr, uid, ids, context=None):
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"""
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This function Makes partner based on action.
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of Lead to Partner's IDs
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@param context: A standard dictionary for contextual values
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@return : Dictionary value for created Partner form.
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"""
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if context is None:
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context = {}
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partner_ids = self._create_partner(cr, uid, ids, context=context)
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value = {}
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data_obj = self.pool.get('ir.model.data')
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_action')
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view_id = False
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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context.update({'partner_id': partner_ids})
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value = {
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'name': _('Create Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity.action',
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'view_id': False,
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'context': context,
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'views': [(view_id, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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return value
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def action_skip(self, cr, uid, ids, context=None):
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"""
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This skips partner creation
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of Lead to Opportunity IDs
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@param context: A standard dictionary for contextual values
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@return : Dictionary value for Opportunity form
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"""
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value = {}
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if context is None:
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context = {}
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data_obj = self.pool.get('ir.model.data')
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
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view_id = False
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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context.update({'partner_id': False})
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value = {
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'name': _('Create Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity',
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'view_id': False,
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'context': context,
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'views': [(view_id, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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return value
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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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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param fields: List of fields for default value
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@param context: A standard dictionary for contextual values
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"""
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if context is None:
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context = {}
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lead_obj = self.pool.get('crm.lead')
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for lead in lead_obj.browse(cr, uid, context.get('active_ids', []), context=context):
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if lead.state in ['done', 'cancel']:
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raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \
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Leads Could not convert into Opportunity"))
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return False
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crm_lead2opportunity_partner()
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class crm_lead2opportunity_action(osv.osv_memory):
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'''
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Merge with Existing Opportunity or Convert to Opportunity
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'''
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_name = 'crm.lead2opportunity.action'
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_description = 'Convert/Merge Opportunity'
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_columns = {
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'name': fields.selection([('convert', 'Convert to Opportunity'), ('merge', 'Merge with existing Opportunity')],'Select Action', required=True),
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}
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_defaults = {
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'name': 'convert',
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}
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def do_action(self, cr, uid, ids, context=None):
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"""
|
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This function opens form according to selected 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 Opportunity IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
@return : Dictionary value for Opportunity form
|
||||
"""
|
||||
value = {}
|
||||
if context is None:
|
||||
context = {}
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
view_id = False
|
||||
for this in self.browse(cr, uid, ids, context=context):
|
||||
if this.name == 'convert':
|
||||
data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
|
||||
if data_id:
|
||||
view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
|
||||
value = {
|
||||
'name': _('Create Opportunity'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'crm.lead2opportunity',
|
||||
'view_id': False,
|
||||
'context': context,
|
||||
'views': [(view_id, 'form')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'target': 'new',
|
||||
}
|
||||
elif this.name == 'merge':
|
||||
data_id = data_obj._get_id(cr, uid, 'crm', 'merge_opportunity_form')
|
||||
if data_id:
|
||||
view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
|
||||
value = {
|
||||
'name': _('Merge with Existing Opportunity'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'crm.merge.opportunity',
|
||||
'view_id': False,
|
||||
'context': context,
|
||||
'views': [(view_id, 'form')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'target': 'new',
|
||||
}
|
||||
return value
|
||||
|
||||
crm_lead2opportunity_action()
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
|
|||
|
|
@ -1,85 +1,39 @@
|
|||
<openerp>
|
||||
<data>
|
||||
|
||||
<!-- Lead to Opportunity view -->
|
||||
|
||||
<record id="view_crm_lead2opportunity_create" model="ir.ui.view">
|
||||
<field name="name">crm.lead2opportunity.create</field>
|
||||
<field name="model">crm.lead2opportunity</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Convert To Opportunity">
|
||||
<field name="name"/>
|
||||
<group attrs="{'invisible':[('partner_id','=',False)]}" col="2" colspan="2">
|
||||
<field name="partner_id"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="probability"/>
|
||||
<separator colspan="4"/>
|
||||
<group col="4" colspan="4">
|
||||
<label string="" colspan="2"/>
|
||||
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
|
||||
<button name="action_apply" string="Create Opportunity" type="object" icon="gtk-go-forward"/>
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Lead to Opportunity action -->
|
||||
|
||||
<record id="action_crm_lead2opportunity" model="ir.actions.act_window">
|
||||
<field name="name">Create Opportunity</field>
|
||||
<field name="type">ir.actions.act_window</field>
|
||||
<field name="res_model">crm.lead2opportunity</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
</record>
|
||||
|
||||
|
||||
<record id="view_crm_lead2opportunity_partner" model="ir.ui.view">
|
||||
<field name="name">crm.lead2opportunity.partner.form</field>
|
||||
<field name="model">crm.lead2opportunity.partner</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Create a Partner">
|
||||
<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
|
||||
<label string="You may have to verify that this partner does not exist already." colspan="4"/>
|
||||
<group colspan="4" col="1" attrs="{'invisible':[('msg','=',False)]}">
|
||||
<field name="msg" colspan="4" nolabel="1" height="50"/>
|
||||
</group>
|
||||
<newline />
|
||||
<field name="action"/>
|
||||
<group attrs="{'invisible':[('action','!=','exist')]}">
|
||||
<field name="partner_id" attrs="{'required': [('action', '=', 'exist')]}"/>
|
||||
</group>
|
||||
<separator string="" colspan="4" />
|
||||
<group col="4" colspan="4">
|
||||
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
|
||||
<button name="make_partner" string="Continue" type="object" icon="gtk-ok"/>
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_lead2opportunity_action" model="ir.ui.view">
|
||||
<field name="name">crm.lead2opportunity.action.form</field>
|
||||
<field name="model">crm.lead2opportunity.action</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Select Action">
|
||||
<separator string="Select Action" colspan="4" />
|
||||
<label string="If you select Merge with existing Opportunity, the lead details(with the communication history) will be merged with existing Opportunity of Selected partner." colspan="4"/>
|
||||
<newline/>
|
||||
<field name="name" colspan="4"/>
|
||||
<separator colspan="4" />
|
||||
<group col="4" colspan="4">
|
||||
<label colspan="2"/>
|
||||
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
|
||||
<button name="do_action" string="Next" type="object" icon="gtk-go-forward"/>
|
||||
</group>
|
||||
</form>
|
||||
<form string="Convert to Opportunity">
|
||||
<group width="540" height="450">
|
||||
<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
|
||||
<label string="You may have to verify that this partner does not exist already." colspan="4"/>
|
||||
<group colspan="4" col="1" attrs="{'invisible':[('msg','=',False)]}">
|
||||
<field name="msg" colspan="4" nolabel="1" height="50"/>
|
||||
</group>
|
||||
<newline />
|
||||
<field name="action"/>
|
||||
<group attrs="{'invisible':[('action','!=','exist')]}">
|
||||
<field name="partner_id" attrs="{'required': [('action', '=', 'exist')]}"/>
|
||||
</group>
|
||||
<separator string="Convert to Opportunity" colspan="4"/>
|
||||
<field name="name" colspan="4"/>
|
||||
<group col="4" colspan="4" attrs="{'invisible': [('name', '=', 'convert')]}">
|
||||
<separator string="Select Opportunities" colspan="4"/>
|
||||
<field name="opportunity_ids" colspan="4" nolabel="1" height="130"/>
|
||||
</group>
|
||||
<group attrs="{'invisible':[('name','=','merge')]}">
|
||||
<separator orientation="vertical" rowspan="7"/>
|
||||
</group>
|
||||
<separator string="" colspan="4" />
|
||||
<group col="4" colspan="4">
|
||||
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
|
||||
<button name="action_apply" string="Create Opportunity" type="object" icon="gtk-ok"/>
|
||||
</group>
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
|
|
|||
|
|
@ -116,11 +116,15 @@ class crm_lead2partner(osv.osv_memory):
|
|||
label = opp_ids and 'name' or False
|
||||
if label:
|
||||
res.update({'msg': "An existing opportunity seems to match the %s of this lead, you should double-check before converting it." % (label)})
|
||||
|
||||
|
||||
if 'partner_id' in fields:
|
||||
res.update({'partner_id': partner_id})
|
||||
if 'action' in fields:
|
||||
res.update({'action': partner_id and 'exist' or 'create'})
|
||||
if 'name' in fields:
|
||||
res.update({'name': 'convert'})
|
||||
if 'opportunity_ids' in fields:
|
||||
res.update({'opportunity_ids': data})
|
||||
|
||||
return res
|
||||
|
||||
|
|
@ -205,14 +209,6 @@ class crm_lead2partner(osv.osv_memory):
|
|||
contact_id = partner_obj.address_get(cr, uid, [partner_id])['default']
|
||||
|
||||
partner_ids.append(partner_id)
|
||||
|
||||
if data.action<>'no':
|
||||
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):
|
||||
|
|
|
|||
Loading…
Reference in New Issue