[IMP]: crm: Implemented type=choice for lead to opportunity wizard, removed old wizard
bzr revid: rpa@tinyerp.com-20100323141201-8ral0ueq1r8uzy69
This commit is contained in:
rpa (Open ERP)
parent
6aafa589c9
commit
70e4f3e6f4
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@ -23,9 +23,10 @@ from osv import fields, osv, orm
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from datetime import datetime, timedelta
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import crm
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import math
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from tools.translate import _
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class crm_lead(osv.osv):
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""" CRm Lead Case """
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""" CRM Lead Case """
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_name = "crm.lead"
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_description = "Leads Cases"
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@ -67,8 +68,8 @@ class crm_lead(osv.osv):
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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 closeday’s IDs
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@return: difference between current date and closed date
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@param context: A standard dictionary for contextual values
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@return: difference between current date and closed date
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"""
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result = {}
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@ -87,33 +88,77 @@ class crm_lead(osv.osv):
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'categ_id': fields.many2one('crm.case.categ', 'Lead Source', \
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domain="[('section_id','=',section_id),\
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('object_id.model', '=', 'crm.opportunity')]"),
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'type_id': fields.many2one('crm.case.resource.type', 'Lead Type',\
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('object_id.model', '=', 'crm.opportunity')]"),
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'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', \
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domain="[('section_id','=',section_id),\
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('object_id.model', '=', 'crm.lead')]"),
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'partner_name': fields.char("Contact Name", size=64),
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('object_id.model', '=', 'crm.lead')]"),
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'partner_name': fields.char("Contact Name", size=64),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'date_closed': fields.datetime('Closed', readonly=True),
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'stage_id': fields.many2one('crm.case.stage', 'Stage',\
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'date_closed': fields.datetime('Closed', readonly=True),
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'stage_id': fields.many2one('crm.case.stage', 'Stage', \
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domain="[('section_id','=',section_id),\
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('object_id.model', '=', 'crm.lead')]"),
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'opportunity_id': fields.many2one('crm.opportunity', 'Opportunity'),
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('object_id.model', '=', 'crm.lead')]"),
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'opportunity_id': fields.many2one('crm.opportunity', 'Opportunity'),
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'user_id': fields.many2one('res.users', 'Salesman'),
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'referred': fields.char('Referred By', size=32),
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'user_id': fields.many2one('res.users', 'Salesman'),
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'referred': fields.char('Referred By', size=32),
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'day_open': fields.function(_compute_openday, string='Days to Open', \
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method=True, type="integer", store=True),
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method=True, type="integer", store=True),
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'day_close': fields.function(_compute_closeday, string='Days to Close', \
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method=True, type="integer", store=True),
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'function_name' : fields.char('Function', size=64),
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method=True, type="integer", store=True),
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'function_name' : fields.char('Function', size=64),
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}
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_defaults = {
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'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
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'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
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'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
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}
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def convert_opportunity(self, cr, uid, ids, context=None):
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""" Precomputation for converting lead to opportunity
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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 closeday’s IDs
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@param context: A standard dictionary for contextual values
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@return: Value of action in dict
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"""
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if not context:
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context = {}
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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_create')
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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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context.update({'opportunity_id': case.id})
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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_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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break
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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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'destroy': False
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}
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return value
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crm_lead()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -42,11 +42,11 @@
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<field name="priority"/>
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<field name="date_deadline"/>
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<button
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name="%(wizard_crm_lead_opportunity_set)d"
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name="convert_opportunity"
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string="Convert"
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help="Convert into Opportunity"
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icon="gtk-index"
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type="action"
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icon="gtk-index"
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type="object"
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attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
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<newline />
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<field name="section_id" colspan="1"
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@ -22,293 +22,11 @@
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from mx.DateTime import now
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from osv import osv, fields
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from tools.translate import _
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import ir
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import netsvc
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import pooler
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import wizard
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#===============================================================================
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# Put original wizard because of type=choice in init
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# Remove it after solution for type=choice
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#===============================================================================
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class partner_create(wizard.interface):
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case_form = """<?xml version="1.0"?>
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<form string="Create a Partner">
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<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
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<label string="You may have to verify that this partner does not exist already." colspan="4"/>
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<!--field name="close"/-->
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</form>"""
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case_fields = {
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'close': {'type':'boolean', 'string':'Close Lead'}
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}
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partner_form = """<?xml version="1.0"?>
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<form string="Create a Partner">
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<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
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<label string="You may have to verify that this partner does not exist already." colspan="4"/>
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<newline />
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<field name="action"/>
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<group attrs="{'invisible':[('action','!=','exist')]}">
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<field name="partner_id"/>
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</group>
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</form>"""
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partner_fields = {
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'action': {'type':'selection',
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'selection':[('exist','Link to an existing partner'),('create','Create a new partner')],
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'string':'Action', 'required':True, 'default': lambda *a:'exist'},
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'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
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}
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def _selectPartner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.lead')
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partner_obj = pool.get('res.partner')
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contact_obj = pool.get('res.partner.address')
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for case in case_obj.browse(cr, uid, data['ids']):
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if case.partner_id:
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raise wizard.except_wizard(_('Warning !'),
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_('A partner is already defined on this lead.'))
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partner_ids = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
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if not partner_ids and case.email_from:
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address_ids = contact_obj.search(cr, uid, [('email', '=', case.email_from)])
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if address_ids:
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addresses = contact_obj.browse(cr, uid, address_ids)
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partner_ids = addresses and [addresses[0].partner_id.id] or False
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partner_id = partner_ids and partner_ids[0] or False
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vals = {'partner_id': partner_id}
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if not partner_id:
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vals['action'] = 'create'
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return vals
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def _create_partner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.lead')
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partner_obj = pool.get('res.partner')
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contact_obj = pool.get('res.partner.address')
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partner_ids = []
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partner_id = False
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contact_id = False
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for case in case_obj.browse(cr, uid, data['ids']):
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if data['form']['action'] == 'create':
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partner_id = partner_obj.create(cr, uid, {
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'name': case.partner_name or case.name,
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'user_id': case.user_id.id,
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'comment': case.description,
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})
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contact_id = contact_obj.create(cr, uid, {
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'partner_id': partner_id,
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'name': case.name,
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'phone': case.phone,
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'mobile': case.mobile,
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'email': case.email_from,
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'fax': case.fax,
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'title': case.title,
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'function': case.function and case.function.id or False,
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'street': case.street,
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'street2': case.street2,
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'zip': case.zip,
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'city': case.city,
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'country_id': case.country_id and case.country_id.id or False,
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'state_id': case.state_id and case.state_id.id or False,
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})
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else:
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if data['form']['partner_id']:
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partner = partner_obj.browse(cr,uid,data['form']['partner_id'])
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partner_id = partner.id
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contact_id = partner.address and partner.address[0].id
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partner_ids.append(partner_id)
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vals = {}
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if partner_id:
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vals.update({'partner_id': partner_id})
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if contact_id:
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vals.update({'partner_address_id': contact_id})
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case_obj.write(cr, uid, [case.id], vals)
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return partner_ids
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def _make_partner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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partner_ids = self._create_partner(cr, uid, data, context)
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mod_obj = pool.get('ir.model.data')
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result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
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res = mod_obj.read(cr, uid, result, ['res_id'])
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value = {
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'domain': "[]",
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'res.partner',
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'res_id': partner_ids and int(partner_ids[0]) or False,
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'view_id': False,
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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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states = {
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'init': {
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'actions': [_selectPartner],
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'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
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'state' : [('end', 'Cancel', 'gtk-cancel'),('create_partner', 'Create Partner', 'gtk-go-forward')]}
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},
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'create_partner': {
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'actions': [],
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'result': {'type': 'form', 'arch': partner_form, 'fields': partner_fields,
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'state' : [('end', 'Cancel', 'gtk-cancel'),('create', 'Continue', 'gtk-go-forward')]}
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},
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'create': {
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'actions': [],
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'result': {'type': 'action', 'action': _make_partner, 'state': 'end'}
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}
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}
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partner_create('crm.lead.partner_create')
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class lead2opportunity(partner_create):
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case_form = """<?xml version="1.0"?>
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<form string="Convert To Opportunity">
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<field name="name"/>
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<field name="partner_id"/>
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<newline/>
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<field name="planned_revenue"/>
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<field name="probability"/>
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</form>"""
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case_fields = {
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'name': {'type':'char', 'size':64, 'string':'Opportunity Summary', 'required':True},
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'planned_revenue': {'type':'float', 'digits':(16,2), 'string': 'Expected Revenue'},
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'probability': {'type':'float', 'digits':(16,2), 'string': 'Success Probability'},
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'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
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}
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def _check_state(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.lead')
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for case in case_obj.browse(cr, uid, data['ids']):
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if case.state != 'open':
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raise wizard.except_wizard(_('Warning !'),
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_('Lead should be in \'Open\' state before converting to Opportunity.'))
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return {}
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def _selectopportunity(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.lead')
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case = case_obj.browse(cr, uid, data['id'])
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return {'name': case.name, 'partner_id':case.partner_id and case.partner_id.id or False}
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def _selectChoice(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.lead')
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for case in case_obj.browse(cr, uid, data['ids']):
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if not case.partner_id:
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return 'create_partner'
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return 'opportunity'
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def _makeOrder(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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data_obj = pool.get('ir.model.data')
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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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id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
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id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
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if id2:
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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_case_obj = pool.get('crm.lead')
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history_obj = pool.get('crm.case.history')
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opportunity_case_obj = pool.get('crm.opportunity')
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model_obj = pool.get('ir.model')
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for lead in lead_case_obj.browse(cr, uid, data['ids']):
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new_opportunity_id = opportunity_case_obj.create(cr, uid, {
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'name': data['form']['name'],
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'planned_revenue': data['form']['planned_revenue'],
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'probability': data['form']['probability'],
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'partner_id': data['form']['partner_id'],
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'section_id':lead.section_id.id,
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'description':lead.description,
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'date_deadline': lead.date_deadline,
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'partner_address_id':lead.partner_address_id.id,
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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 = opportunity_case_obj.browse(cr, uid, new_opportunity_id)
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model_ids = model_obj.search(cr, uid, [('model','=','crm.opportunity')])
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for his_id in lead.history_line:
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history_ids = history_obj.copy(cr, uid, his_id.id, {'model_id' : model_ids[0], 'res_id':new_opportunity})
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vals = {
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'partner_id': data['form']['partner_id'],
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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_case_obj.write(cr, uid, [lead.id], vals)
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lead_case_obj.case_close(cr, uid, [lead.id])
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opportunity_case_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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'search_view_id': res['res_id']
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}
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return value
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def _makePartner(self, cr, uid, data, context):
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partner_ids = self._create_partner(cr, uid, data, context)
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return {}
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states = {
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'init': {
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'actions': [_check_state],
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'result': {'type':'choice','next_state':_selectChoice}
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},
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'create_partner': {
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'actions': [partner_create._selectPartner],
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'result': {'type': 'form', 'arch': partner_create.partner_form, 'fields': partner_create.partner_fields,
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'state' : [('end', 'Cancel', 'gtk-cancel'),('opportunity', 'Skip', 'gtk-goto-last'), ('create', 'Continue', 'gtk-go-forward')]}
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},
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'create': {
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'actions': [],
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'result': {'type': 'action', 'action': _makePartner, 'state':'opportunity' }
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},
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'opportunity': {
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'actions': [_selectopportunity],
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'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Opportunity', 'gtk-go-forward')]}
|
||||
},
|
||||
'confirm': {
|
||||
'actions': [],
|
||||
'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
|
||||
}
|
||||
}
|
||||
|
||||
lead2opportunity('crm.lead.opportunity_set')
|
||||
|
||||
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):
|
||||
"""
|
||||
Closes Lead To Opportunity form
|
||||
|
|
@ -320,6 +38,26 @@ 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_apply(cr, uid, ids, context)
|
||||
|
||||
def action_apply(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
|
|
@ -338,8 +76,8 @@ class crm_lead2opportunity(osv.osv_memory):
|
|||
lead_obj = self.pool.get('crm.lead')
|
||||
opp_obj = self. pool.get('crm.opportunity')
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
history_obj = pool.get('crm.case.history')
|
||||
model_obj = pool.get('ir.model')
|
||||
history_obj = self.pool.get('crm.case.history')
|
||||
model_obj = self.pool.get('ir.model')
|
||||
|
||||
# Get Opportunity views
|
||||
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
|
||||
|
|
@ -407,7 +145,75 @@ class crm_lead2opportunity(osv.osv_memory):
|
|||
'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'),
|
||||
|
||||
}
|
||||
|
||||
def _select_partner(self, cr, uid, context=None):
|
||||
"""
|
||||
This function Searches for Partner from selected lead.
|
||||
@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 : Partner id if any for selected lead.
|
||||
"""
|
||||
if not context:
|
||||
context = {}
|
||||
|
||||
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
|
||||
|
||||
for lead in lead_obj.browse(cr, uid, rec_ids, 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
|
||||
return partner_id
|
||||
|
||||
_defaults = {
|
||||
'action': lambda *a:'exist',
|
||||
'partner_id': _select_partner
|
||||
}
|
||||
|
||||
def action_skip(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This skips partner creation
|
||||
@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 = {}
|
||||
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
|
||||
|
||||
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 view_init(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
|
|
@ -448,8 +254,6 @@ Leads Could not convert into Opportunity"))
|
|||
for lead in lead_obj.browse(cr, uid, data, []):
|
||||
if 'name' in fields:
|
||||
res.update({'name': lead.partner_name})
|
||||
if 'partner_id' in fields:
|
||||
res.update({'partner_id': lead.partner_id and lead.partner_id.id or False})
|
||||
return res
|
||||
|
||||
crm_lead2opportunity()
|
||||
|
|
|
|||
|
|
@ -1,14 +1,6 @@
|
|||
<openerp>
|
||||
<data>
|
||||
|
||||
<wizard
|
||||
id="wizard_crm_lead_opportunity_set"
|
||||
keyword="client_action_multi"
|
||||
model="crm.lead"
|
||||
name="crm.lead.opportunity_set"
|
||||
multi="True" menu="False"
|
||||
string="Convert To Opportunity"/>
|
||||
|
||||
<!-- Lead to Opportunity confirmation view -->
|
||||
|
||||
<record model="ir.ui.view" id="lead_to_opportunity_pre_view">
|
||||
|
|
@ -60,5 +52,29 @@
|
|||
<field name="target">new</field>
|
||||
</record>
|
||||
|
||||
|
||||
<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="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"/>
|
||||
<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 special="cancel" name="action_skip" string="_Skip" type="object" icon="gtk-goto-last"/>
|
||||
<button name="make_partner" string="Continue" type="object" icon="gtk-ok"/>
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
|
|||
|
|
@ -71,7 +71,8 @@ class crm_lead2partner(osv.osv_memory):
|
|||
partner_obj = self.pool.get('res.partner')
|
||||
contact_obj = self.pool.get('res.partner.address')
|
||||
rec_ids = context and context.get('active_ids', [])
|
||||
value={}
|
||||
partner_id = False
|
||||
|
||||
for lead in lead_obj.browse(cr, uid, rec_ids, context=context):
|
||||
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
|
||||
if not partner_ids and lead.email_from:
|
||||
|
|
|
|||
Loading…
Reference in New Issue