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[IMP]: crm: Improvement in lead to opportunity wizard for partner id 

bzr revid: rpa@tinyerp.com-20100325121835-5ocfd3p3p5gbeelg
This commit is contained in:
rpa (Open ERP) 2010-03-25 17:48:35 +05:30
parent 0eb05a2c5d
commit 59a46cb75d
3 changed files with 190 additions and 123 deletions
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42
addons/crm/crm_lead.py
View File

@ -140,23 +140,35 @@ class crm_lead(osv.osv):
context.update({'active_id': case.id})
if not case.partner_id:
data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_partner')
view_id = False
view_id1 = False
if data_id:
view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id
value = {
'name': _('Create Partner'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity.partner',
'view_id': False,
'context': context,
'views': [(view_id1, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
'nodestroy': True
}
break
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',
'nodestroy': True
}
else:
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',
'nodestroy': True
}
return value
crm_lead()

248
addons/crm/wizard/crm_lead_to_opportunity.py
View File

@ -27,7 +27,6 @@ from tools.translate import _
class crm_lead2opportunity(osv.osv_memory):
_name = 'crm.lead2opportunity'
_description = 'Lead To Opportunity'
_inherit = 'crm.lead2partner'
def action_cancel(self, cr, uid, ids, context=None):
"""
@ -41,26 +40,6 @@ class crm_lead2opportunity(osv.osv_memory):
"""
return {'type': 'ir.actions.act_window_close'}
def make_partner(self, cr, uid, ids, context=None):
"""
This function Makes partner based on 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 Partner's IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Partner form.
"""
if not context:
context = {}
partner_ids = self._create_partner(cr, uid, ids, context)
mod_obj = self.pool.get('ir.model.data')
result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
res = mod_obj.read(cr, uid, result, ['res_id'])
return self.action_skip(cr, uid, ids, context)
def action_apply(self, cr, uid, ids, context=None):
"""
This converts lead to opportunity and opens Opportunity view
@ -92,28 +71,28 @@ class crm_lead2opportunity(osv.osv_memory):
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
lead = lead_obj.browse(cr, uid, record_id, context=context)
model_ids = model_obj.search(cr, uid, [('model','=','crm.opportunity')])
model_ids = model_obj.search(cr, uid, [('model', '=', 'crm.opportunity')])
for this in self.browse(cr, uid, ids, context=context):
new_opportunity_id = opp_obj.create(cr, uid, {
'name': this.name,
'planned_revenue': this.planned_revenue,
'probability': this.probability,
'partner_id': lead.partner_id and lead.partner_id.id or False ,
'section_id': lead.section_id and lead.section_id.id or False,
'description': lead.description or False,
'date_deadline': lead.date_deadline or False,
'name': this.name,
'planned_revenue': this.planned_revenue,
'probability': this.probability,
'partner_id': lead.partner_id and lead.partner_id.id or False ,
'section_id': lead.section_id and lead.section_id.id or False,
'description': lead.description or False,
'date_deadline': lead.date_deadline or False,
'partner_address_id': lead.partner_address_id and \
lead.partner_address_id.id or False ,
'priority': lead.priority,
'phone': lead.phone,
lead.partner_address_id.id or False ,
'priority': lead.priority,
'phone': lead.phone,
'email_from': lead.email_from
})
new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
vals = {
'partner_id': this.partner_id and this.partner_id.id or False,
'partner_id': this.partner_id and this.partner_id.id or False,
}
if not lead.opportunity_id:
vals.update({'opportunity_id' : new_opportunity.id})
@ -130,27 +109,156 @@ class crm_lead2opportunity(osv.osv_memory):
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',
'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 = {
'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
'probability': fields.float('Success Probability'),
'planned_revenue': fields.float('Expected Revenue'),
'partner_id': fields.many2one('res.partner', 'Partner'),
'action': fields.selection([('exist','Link to an existing partner'),('create','Create a new partner')],'Action'),
'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
'probability': fields.float('Success Probability'),
'planned_revenue': fields.float('Expected Revenue'),
'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')
for lead in lead_obj.browse(cr, uid, context.get('active_ids', [])):
if lead.state in ['done', 'cancel']:
raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \
Leads Could not convert into Opportunity"))
if lead.state != 'open':
raise osv.except_osv(_('Warning !'), _('Lead should be in \
\'Open\' state before converting to Opportunity.'))
return False
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
@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
@return : default values of fields.
"""
lead_obj = self.pool.get('crm.lead')
rec_ids = context and context.get('active_ids', [])
partner_id = context.get('partner_id', False)
data = context and context.get('active_ids', []) or []
res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
for lead in lead_obj.browse(cr, uid, data, context=context):
if 'name' in fields:
res.update({'name': lead.partner_name})
if 'partner_id' in fields:
res.update({'partner_id': partner_id and partner_id[0] or False})
return res
crm_lead2opportunity()
class crm_lead2opportunity_partner(osv.osv_memory):
_name = 'crm.lead2opportunity.partner'
_description = 'Lead To Opportunity Partner'
_inherit = 'crm.lead2partner'
_columns = {
'partner_id': fields.many2one('res.partner', 'Partner'),
'action': fields.selection([('exist', 'Link to an existing partner'), ('create', 'Create a new partner')], 'Action'),
}
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
@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
@return : default values of fields.
"""
lead_obj = self.pool.get('crm.lead')
partner_obj = self.pool.get('res.partner')
contact_obj = self.pool.get('res.partner.address')
rec_ids = context and context.get('active_ids', [])
partner_id = False
data = context and context.get('active_ids', []) or []
res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
for lead in lead_obj.browse(cr, uid, data, context=context):
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
if not partner_ids and lead.email_from:
address_ids = contact_obj.search(cr, uid, [('email', '=', lead.email_from)])
if address_ids:
addresses = contact_obj.browse(cr, uid, address_ids)
partner_ids = addresses and [addresses[0].partner_id.id] or False
partner_id = partner_ids and partner_ids[0] or False
if 'partner_id' in fields:
res.update({'partner_id': partner_id})
if 'action' in fields:
res.update({'action': partner_id and 'exist' or 'create'})
return res
def make_partner(self, cr, uid, ids, context=None):
"""
This function Makes partner based on 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 Partner's IDs
@param context: A standard dictionary for contextual values
@return : Dictionary value for created Partner form.
"""
if not context:
context = {}
partner_ids = self._create_partner(cr, uid, ids, context)
mod_obj = self.pool.get('ir.model.data')
result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
res = mod_obj.read(cr, uid, result, ['res_id'])
value = {}
data_obj = self.pool.get('ir.model.data')
data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
view_id = False
if data_id:
view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
context.update({'partner_id': partner_ids})
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',
}
return value
def action_skip(self, cr, uid, ids, context=None):
"""
This skips partner creation
@ -168,19 +276,21 @@ class crm_lead2opportunity(osv.osv_memory):
view_id = False
if data_id:
view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
context.update({'partner_id': False})
value = {
'name': _('Create Opportunity'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity',
'view_id': False,
'context': context,
'context': context,
'views': [(view_id, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
}
return value
def view_init(self, cr, uid, fields, context=None):
"""
@ -201,45 +311,9 @@ Leads Could not convert into Opportunity"))
if lead.state != 'open':
raise osv.except_osv(_('Warning !'), _('Lead should be in \
\'Open\' state before converting to Opportunity.'))
return True
return False
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
@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
crm_lead2opportunity_partner()
@return : default values of fields.
"""
lead_obj = self.pool.get('crm.lead')
partner_obj = self.pool.get('res.partner')
contact_obj = self.pool.get('res.partner.address')
rec_ids = context and context.get('active_ids', [])
partner_id = False
data = context and context.get('active_ids', []) or []
res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
for lead in lead_obj.browse(cr, uid, data, context=context):
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
if not partner_ids and lead.email_from:
address_ids = contact_obj.search(cr, uid, [('email', '=', lead.email_from)])
if address_ids:
addresses = contact_obj.browse(cr, uid, address_ids)
partner_ids = addresses and [addresses[0].partner_id.id] or False
partner_id = partner_ids and partner_ids[0] or False
if 'name' in fields:
res.update({'name': lead.partner_name})
if 'partner_id' in fields:
res.update({'partner_id': partner_id})
if 'action' in fields:
res.update({'action': partner_id and 'exist' or 'create'})
return res
crm_lead2opportunity()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

23
addons/crm/wizard/crm_lead_to_opportunity_view.xml
View File

@ -1,25 +1,6 @@
<openerp>
<data>
<!-- Lead to Opportunity confirmation view -->
<record model="ir.ui.view" id="lead_to_opportunity_pre_view">
<field name="name">crm.opportunity2meeting.form</field>
<field name="model">crm.opportunity2meeting</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Convert To Meeting">
<label string="Are you sure to schedule a meeting for this Opportunity?" colspan="4"/>
<newline/>
<separator colspan="4" string=""/>
<button name="action_cancel" string="_Cancel"
icon="gtk-cancel" special="cancel" />
<button name="action_makeMeeting" type="object"
string="_Schedule" icon="gtk-go-forward" />
</form>
</field>
</record>
<!-- Lead to Opportunity view -->
<record id="view_crm_lead2opportunity_create" model="ir.ui.view">
@ -54,8 +35,8 @@
<record id="view_crm_lead2opportunity_partner" model="ir.ui.view">
<field name="name">crm.lead2opportunity.partner</field>
<field name="model">crm.lead2opportunity</field>
<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">