[IMP] crm: Allow to an user to forward a lead to a partner
bzr revid: stephane@openerp.com-20100428115222-kjs3gikx24eztjo1
This commit is contained in:
Stephane Wirtel
parent
54b33326a8
commit
714fdc0f98
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@ -75,6 +75,7 @@ between mails and Open ERP.""",
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'wizard/crm_opportunity_to_phonecall_view.xml',
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'wizard/crm_partner_to_opportunity_view.xml',
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'wizard/crm_forward_to_partner_view.xml',
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'wizard/crm_send_email_view.xml',
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'wizard/crm_email_add_cc_view.xml',
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'crm_view.xml',
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@ -174,15 +174,20 @@
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icon="gtk-undo" type="action" />
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</form>
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<tree string="Communication history">
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<field name="description"/>
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<field name="email_to"/>
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<field name="name" />
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<field name="date"/>
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<field name="email_from" />
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<field name="email_to"/>
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<field name="description"/>
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</tree>
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</field>
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<button colspan="4" string="Send New Email"
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<button colspan="2" string="Send New Email"
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name="%(action_crm_send_mail)d"
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context="{'mail':'new', 'model': 'crm.lead'}"
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icon="gtk-go-forward" type="action" />
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<button colspan="2" string="Forward to Partner"
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name="%(crm_lead_forward_to_partner_act)d"
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icon="gtk-go-forward" type="action" />
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</page>
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</notebook>
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@ -20,6 +20,7 @@
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##############################################################################
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import crm_send_email
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import crm_forward_to_partner
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import crm_email_add_cc
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import crm_lead_to_partner
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@ -0,0 +1,160 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>). All Rights Reserved
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# $Id$
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from osv import osv, fields
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from tools.translate import _
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import tools
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class crm_lead_forward_to_partner(osv.osv_memory):
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_name = 'crm.lead.forward.to.partner'
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_columns = {
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'partner_id' : fields.many2one('res.partner', 'Partner'),
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'address_id' : fields.many2one('res.partner.address', 'Address'),
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'email_from' : fields.char('From', required=True, size=128),
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'email_to' : fields.char('To', required=True, size=128),
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'subject' : fields.char('Subject', required=True, size=128),
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'message' : fields.text('Message', required=True),
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}
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def on_change_partner(self, cr, uid, ids, partner_id):
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return {
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'domain' : {
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'address_id' : partner_id and "[('partner_id', '=', partner_id)]" or "[]",
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}
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}
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def on_change_address(self, cr, uid, ids, address_id):
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email = ''
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if address_id:
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email = self.pool.get('res.partner.address').browse(cr, uid, address_id).email
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return {
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'value' : {
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'email_to' : email,
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}
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}
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def action_cancel(self, cr, uid, ids, context=None):
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return {'type' : 'ir.actions.act_window_close'}
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def action_forward(self, cr, uid, ids, context=None):
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"""
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Forward the lead to a partner
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"""
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if context is None:
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context = {}
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res_id = context.get('active_id', False)
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if not res_id:
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return {}
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this = self.browse(cr, uid, ids[0], context=context)
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hist_obj = self.pool.get('crm.case.history')
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smtp_pool = self.pool.get('email.smtpclient')
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case_pool = self.pool.get('crm.lead')
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case = case_pool.browse(cr, uid, res_id, context=context)
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emails = [this.email_to]
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body = case_pool.format_body(this.message)
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email_from = this.email_from or False
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case_pool._history(cr, uid, [case], _('Forward'), history=True, email=this.email_to, details=body, email_from=email_from)
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flag = False
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if case.section_id and case.section_id.server_id:
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flag = smtp_pool.send_email(
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cr=cr,
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uid=uid,
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server_id=case.section_id.server_id.id,
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emailto=emails,
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subject=this.subject,
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body="<pre>%s</pre>" % body,
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)
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else:
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flag = tools.email_send(
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email_from,
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emails,
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this.subject,
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body,
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)
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return {}
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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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"""
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if context is None:
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context = {}
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active_ids = context.get('active_ids')
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if not active_ids:
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return {}
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lead_proxy = self.pool.get('crm.lead')
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lead = lead_proxy.browse(cr, uid, active_ids[0], context=context)
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field_names = [
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'partner_name', 'title', 'function_name', 'street', 'street2',
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'zip', 'city', 'country_id', 'state_id', 'email_from',
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'phone', 'fax', 'mobile'
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]
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message = []
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for field_name in field_names:
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field_definition = lead_proxy._columns[field_name]
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value = None
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if field_definition._type == 'selection':
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if hasattr(field_definition.selection, '__call__'):
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key = field_definition.selection(lead_proxy, cr, uid, context=context)
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else:
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key = field.definition.selection
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value = dict(key).get(lead[field_name], lead[field_name])
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elif field_definition._type == 'many2one':
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if lead[field_name]:
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value = lead[field_name].name_get()[0][1]
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else:
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value = lead[field_name]
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message.append("%s: %s" % (field_definition.string, value or ''))
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user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
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email_from = ''
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if user.address_id and user.address_id.email:
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email_from = "%s <%s>" % (user.name, user.address_id.email)
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res = {
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'email_from' : email_from,
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'subject' : '[Lead-Forward:%06d] %s' % (lead.id, lead.name),
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'message' : "\n".join(message + ['---']),
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}
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return res
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crm_lead_forward_to_partner()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,38 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<openerp>
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<data>
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<record model="ir.ui.view" id="crm_lead_forward_to_partner_form">
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<field name="name">crm_lead_forward_to_partner</field>
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<field name="model">crm.lead.forward.to.partner</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Forward to Partner">
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<separator string="User" colspan="4" />
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<field name="email_from" colspan="4" />
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<separator string="Destination" colspan="4" />
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<field name="partner_id" on_change="on_change_partner(partner_id)" colspan="4" />
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<field name="address_id" string="Contact" on_change="on_change_address(address_id)" colspan="4" />
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<field name="email_to" colspan="4" />
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<separator string="Email" colspan="4" />
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<field name="subject" colspan="4" />
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<field name="message" colspan="4" />
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<separator string="" colspan="4" />
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<group colspan="4" col="2">
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<button name="action_cancel" special="cancel" string="Cancel" icon="gtk-cancel" type="object" />
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<button name="action_forward" string="Forward" icon="gtk-go-forward" type="object" />
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</group>
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</form>
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</field>
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</record>
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<record model="ir.actions.act_window" id="crm_lead_forward_to_partner_act">
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<field name="name">Forward to Partner</field>
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<field name="res_model">crm.lead.forward.to.partner</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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</data>
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</openerp>
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