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[IMP]: crm: Apply view_init method in crm 

bzr revid: ksa@tinyerp.co.in-20100318101735-0w9qsa4bqw2s93zq
This commit is contained in:
ksa (Open ERP) 2010-03-18 15:47:35 +05:30
parent df1b66d74d
commit 599c2043ae
3 changed files with 164 additions and 124 deletions
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98
addons/crm/wizard/crm_lead_to_partner.py
View File

@ -31,18 +31,36 @@ class crm_lead2partner(osv.osv_memory):
_columns = { _columns = {
'action': fields.selection([('exist', 'Link to an existing partner'), \ 'action': fields.selection([('exist', 'Link to an existing partner'), \
('create', 'Create a new partner')], \ ('create', 'Create a new partner')], \
'Action', required=True), 'Action', required=True),
'partner_id': fields.many2one('res.partner', 'Partner') '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 _select_partner(self, cr, uid, context=None): def _select_partner(self, cr, uid, context=None):
""" """
This function Searches for Partner from selected lead. This function Searches for Partner from selected lead.
@param self: The object pointer @param self: The object pointer
@param cr: the current row, from the database cursor, @param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks, @param uid: the current user’s ID for security checks,
@param fields: List of fields for default value @param fields: List of fields for default value
@param context: A standard dictionary for contextual values @param context: A standard dictionary for contextual values
@return : Partner id if any for selected lead. @return : Partner id if any for selected lead.
""" """
@ -55,10 +73,6 @@ class crm_lead2partner(osv.osv_memory):
rec_ids = context and context.get('active_ids', []) rec_ids = context and context.get('active_ids', [])
value={} value={}
for lead in lead_obj.browse(cr, uid, rec_ids, context=context): 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.'))
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)]) partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
if not partner_ids and lead.email_from: if not partner_ids and lead.email_from:
address_ids = contact_obj.search(cr, uid, [('email', '=', lead.email_from)]) address_ids = contact_obj.search(cr, uid, [('email', '=', lead.email_from)])
@ -70,7 +84,7 @@ class crm_lead2partner(osv.osv_memory):
return partner_id return partner_id
_defaults = { _defaults = {
'action': lambda *a:'exist', 'action': lambda *a:'exist',
'partner_id': _select_partner 'partner_id': _select_partner
} }
@ -92,13 +106,13 @@ class crm_lead2partner(osv.osv_memory):
view_id = view_obj.search(cr, uid, [('model', '=', 'crm.lead2partner'), \ view_id = view_obj.search(cr, uid, [('model', '=', 'crm.lead2partner'), \
('name', '=', 'crm.lead2partner.view')]) ('name', '=', 'crm.lead2partner.view')])
return { return {
'view_mode': 'form', 'view_mode': 'form',
'view_type': 'form', 'view_type': 'form',
'view_id': view_id or False, 'view_id': view_id or False,
'res_model': 'crm.lead2partner', 'res_model': 'crm.lead2partner',
'context': context, 'context': context,
'type': 'ir.actions.act_window', 'type': 'ir.actions.act_window',
'target': 'new', 'target': 'new',
} }
@ -123,32 +137,32 @@ class crm_lead2partner(osv.osv_memory):
partner_id = False partner_id = False
contact_id = False contact_id = False
rec_ids = context and context.get('active_ids', []) rec_ids = context and context.get('active_ids', [])
for data in self.browse(cr, uid, ids): for data in self.browse(cr, uid, ids):
for lead in lead_obj.browse(cr, uid, rec_ids): for lead in lead_obj.browse(cr, uid, rec_ids):
if data.action == 'create': if data.action == 'create':
partner_id = partner_obj.create(cr, uid, { partner_id = partner_obj.create(cr, uid, {
'name': lead.partner_name or lead.name, 'name': lead.partner_name or lead.name,
'user_id': lead.user_id.id, 'user_id': lead.user_id.id,
'comment': lead.description, 'comment': lead.description,
}) })
contact_id = contact_obj.create(cr, uid, { contact_id = contact_obj.create(cr, uid, {
'partner_id': partner_id, 'partner_id': partner_id,
'name': lead.name, 'name': lead.name,
'phone': lead.phone, 'phone': lead.phone,
'mobile': lead.mobile, 'mobile': lead.mobile,
'email': lead.email_from, 'email': lead.email_from,
'fax': lead.fax, 'fax': lead.fax,
'title': lead.title, 'title': lead.title,
'function': lead.function and lead.function.id or False, 'function': lead.function and lead.function.id or False,
'street': lead.street, 'street': lead.street,
'street2': lead.street2, 'street2': lead.street2,
'zip': lead.zip, 'zip': lead.zip,
'city': lead.city, 'city': lead.city,
'country_id': lead.country_id and lead.country_id.id or False, 'country_id': lead.country_id and lead.country_id.id or False,
'state_id': lead.state_id and lead.state_id.id or False, 'state_id': lead.state_id and lead.state_id.id or False,
}) })
else: else:
if data.partner_id: if data.partner_id:
partner_id = data.partner_id.id partner_id = data.partner_id.id
@ -184,14 +198,14 @@ class crm_lead2partner(osv.osv_memory):
res = mod_obj.read(cr, uid, result, ['res_id']) res = mod_obj.read(cr, uid, result, ['res_id'])
value = { value = {
'domain': "[]", 'domain': "[]",
'view_type': 'form', 'view_type': 'form',
'view_mode': 'form,tree', 'view_mode': 'form,tree',
'res_model': 'res.partner', 'res_model': 'res.partner',
'res_id': partner_ids and int(partner_ids[0]) or False, 'res_id': partner_ids and int(partner_ids[0]) or False,
'view_id': False, 'view_id': False,
'context': context, 'context': context,
'type': 'ir.actions.act_window', 'type': 'ir.actions.act_window',
'search_view_id': res['res_id'] 'search_view_id': res['res_id']
} }
return value return value

114
addons/crm/wizard/crm_phonecall_to_opportunity.py
View File

@ -40,6 +40,23 @@ class crm_phonecall2opportunity(osv.osv_memory):
return {'type':'ir.actions.act_window_close'} return {'type':'ir.actions.act_window_close'}
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
"""
record_id = context and context.get('active_id', False) or False
case = phonecall_obj.browse(cr, uid, record_id, context=context)
if case.state in ['done', 'cancel']:
raise osv.except_osv(_("Warning"), _("Closed/Cancelled Phone \
Call Could not convert into Opportunity"))
def action_apply(self, cr, uid, ids, context=None): def action_apply(self, cr, uid, ids, context=None):
""" """
This converts Phonecall to Opportunity and opens Phonecall view This converts Phonecall to Opportunity and opens Phonecall view
@ -56,60 +73,55 @@ class crm_phonecall2opportunity(osv.osv_memory):
opp_obj = self.pool.get('crm.opportunity') opp_obj = self.pool.get('crm.opportunity')
phonecall_obj = self.pool.get('crm.phonecall') phonecall_obj = self.pool.get('crm.phonecall')
case = phonecall_obj.browse(cr, uid, record_id, context=context) case = phonecall_obj.browse(cr, uid, record_id, context=context)
data_obj = self.pool.get('ir.model.data')
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
res = data_obj.read(cr, uid, result, ['res_id'])
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
if id2:
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
if id3:
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
if case.state in ['done', 'cancel']: for this in self.browse(cr, uid, ids, context=context):
raise osv.except_osv(_("Warning"), _("Closed/Cancelled Phone \ new_opportunity_id = opp_obj.create(cr, uid, {
Call Could not convert into Opportunity")) 'name': this.name,
else: 'planned_revenue': this.planned_revenue,
data_obj = self.pool.get('ir.model.data') 'probability': this.probability,
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter') 'partner_id': this.partner_id and this.partner_id.id or False,
res = data_obj.read(cr, uid, result, ['res_id']) 'section_id': case.section_id and case.section_id.id or False,
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor') 'description': case.description or False,
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor') 'phonecall_id': case.id,
if id2: 'priority': case.priority,
id2 = data_obj.browse(cr, uid, id2, context=context).res_id 'phone': case.partner_phone or False,
if id3: })
id3 = data_obj.browse(cr, uid, id3, context=context).res_id new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
vals = {
'partner_id': this.partner_id.id,
'opportunity_id' : new_opportunity_id,
}
phonecall_obj.write(cr, uid, [case.id], vals)
phonecall_obj.case_close(cr, uid, [case.id])
opp_obj.case_open(cr, uid, [new_opportunity_id])
for this in self.browse(cr, uid, ids, context=context): value = {
new_opportunity_id = opp_obj.create(cr, uid, { 'name': _('Opportunity'),
'name': this.name, 'view_type': 'form',
'planned_revenue': this.planned_revenue, 'view_mode': 'form,tree',
'probability': this.probability, 'res_model': 'crm.opportunity',
'partner_id': this.partner_id and this.partner_id.id or False, 'res_id': int(new_opportunity_id),
'section_id': case.section_id and case.section_id.id or False, 'view_id': False,
'description': case.description or False, 'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
'phonecall_id': case.id, 'type': 'ir.actions.act_window',
'priority': case.priority, 'search_view_id': res['res_id']
'phone': case.partner_phone or False, }
}) return value
new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
vals = {
'partner_id': this.partner_id.id,
'opportunity_id' : new_opportunity_id,
}
phonecall_obj.write(cr, uid, [case.id], vals)
phonecall_obj.case_close(cr, uid, [case.id])
opp_obj.case_open(cr, uid, [new_opportunity_id])
value = {
'name': _('Opportunity'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.opportunity',
'res_id': int(new_opportunity_id),
'view_id': False,
'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
'type': 'ir.actions.act_window',
'search_view_id': res['res_id']
}
return value
_columns = { _columns = {
'name' : fields.char('Opportunity Summary', size=64, required=True, select=1), 'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
'probability': fields.float('Success Probability'), 'probability': fields.float('Success Probability'),
'planned_revenue': fields.float('Expected Revenue'), 'planned_revenue': fields.float('Expected Revenue'),
'partner_id': fields.many2one('res.partner', 'Partner'), 'partner_id': fields.many2one('res.partner', 'Partner'),
} }
def default_get(self, cr, uid, fields, context=None): def default_get(self, cr, uid, fields, context=None):
@ -127,7 +139,7 @@ Call Could not convert into Opportunity"))
if record_id: if record_id:
phonecall = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context) phonecall = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
res = { res = {
'name': phonecall.name, 'name': phonecall.name,
'partner_id': phonecall.partner_id and phonecall.partner_id.id or False 'partner_id': phonecall.partner_id and phonecall.partner_id.id or False
} }
return res return res

76
addons/crm/wizard/crm_phonecall_to_partner.py
View File

@ -31,18 +31,36 @@ class crm_phonecall2partner(osv.osv_memory):
_columns = { _columns = {
'action': fields.selection([('exist', 'Link to an existing partner'), \ 'action': fields.selection([('exist', 'Link to an existing partner'), \
('create', 'Create a new partner')], \ ('create', 'Create a new partner')], \
'Action', required=True), 'Action', required=True),
'partner_id': fields.many2one('res.partner', 'Partner') '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
"""
phonecall_obj = self.pool.get('crm.phonecall')
rec_ids = context and context.get('active_ids', [])
for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context):
if phonecall.partner_id:
raise osv.except_osv(_('Warning !'),
_('A partner is already defined on this phonecall.'))
def _select_partner(self, cr, uid, context=None): def _select_partner(self, cr, uid, context=None):
""" """
This function Searches for Partner from selected phonecall. This function Searches for Partner from selected phonecall.
@param self: The object pointer @param self: The object pointer
@param cr: the current row, from the database cursor, @param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks, @param uid: the current user’s ID for security checks,
@param fields: List of fields for default value @param fields: List of fields for default value
@param context: A standard dictionary for contextual values @param context: A standard dictionary for contextual values
@return : Partner id if any for selected phonecall. @return : Partner id if any for selected phonecall.
""" """
@ -56,10 +74,6 @@ class crm_phonecall2partner(osv.osv_memory):
value = {} value = {}
for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context): for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context):
if phonecall.partner_id:
raise osv.except_osv(_('Warning !'),
_('A partner is already defined on this phonecall.'))
partner_ids = partner_obj.search(cr, uid, [('name', '=', phonecall.name or phonecall.name)]) partner_ids = partner_obj.search(cr, uid, [('name', '=', phonecall.name or phonecall.name)])
if not partner_ids and phonecall.email_from: if not partner_ids and phonecall.email_from:
address_ids = contact_obj.search(cr, uid, [('email', '=', phonecall.email_from)]) address_ids = contact_obj.search(cr, uid, [('email', '=', phonecall.email_from)])
@ -71,7 +85,7 @@ class crm_phonecall2partner(osv.osv_memory):
return partner_id return partner_id
_defaults = { _defaults = {
'action': lambda *a:'exist', 'action': lambda *a:'exist',
'partner_id': _select_partner 'partner_id': _select_partner
} }
@ -93,13 +107,13 @@ class crm_phonecall2partner(osv.osv_memory):
view_id = view_obj.search(cr, uid, [('model', '=', 'crm.phonecall2partner'), \ view_id = view_obj.search(cr, uid, [('model', '=', 'crm.phonecall2partner'), \
('name', '=', 'crm.phonecall2partner.view')]) ('name', '=', 'crm.phonecall2partner.view')])
return { return {
'view_mode': 'form', 'view_mode': 'form',
'view_type': 'form', 'view_type': 'form',
'view_id': view_id or False, 'view_id': view_id or False,
'res_model': 'crm.phonecall2partner', 'res_model': 'crm.phonecall2partner',
'context': context, 'context': context,
'type': 'ir.actions.act_window', 'type': 'ir.actions.act_window',
'target': 'new', 'target': 'new',
} }
@ -124,21 +138,21 @@ class crm_phonecall2partner(osv.osv_memory):
contact_id = False contact_id = False
rec_ids = context and context.get('active_ids', []) rec_ids = context and context.get('active_ids', [])
for data in self.browse(cr, uid, ids): for data in self.browse(cr, uid, ids):
for phonecall in phonecall_obj.browse(cr, uid, rec_ids): for phonecall in phonecall_obj.browse(cr, uid, rec_ids):
if data.action == 'create': if data.action == 'create':
partner_id = partner_obj.create(cr, uid, { partner_id = partner_obj.create(cr, uid, {
'name': phonecall.name or phonecall.name, 'name': phonecall.name or phonecall.name,
'user_id': phonecall.user_id.id, 'user_id': phonecall.user_id.id,
'comment': phonecall.description, 'comment': phonecall.description,
}) })
contact_id = contact_obj.create(cr, uid, { contact_id = contact_obj.create(cr, uid, {
'partner_id': partner_id, 'partner_id': partner_id,
'name': phonecall.name, 'name': phonecall.name,
'phone': phonecall.partner_phone, 'phone': phonecall.partner_phone,
}) })
else: else:
if data.partner_id: if data.partner_id:
partner_id = data.partner_id.id partner_id = data.partner_id.id
@ -174,14 +188,14 @@ class crm_phonecall2partner(osv.osv_memory):
res = mod_obj.read(cr, uid, result, ['res_id']) res = mod_obj.read(cr, uid, result, ['res_id'])
value = { value = {
'domain': "[]", 'domain': "[]",
'view_type': 'form', 'view_type': 'form',
'view_mode': 'form,tree', 'view_mode': 'form,tree',
'res_model': 'res.partner', 'res_model': 'res.partner',
'res_id': partner_ids and int(partner_ids[0]) or False, 'res_id': partner_ids and int(partner_ids[0]) or False,
'view_id': False, 'view_id': False,
'context': context, 'context': context,
'type': 'ir.actions.act_window', 'type': 'ir.actions.act_window',
'search_view_id': res['res_id'] 'search_view_id': res['res_id']
} }
return value return value