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[IMP]: crm: Improvement in lead to Opportunity wizard + Quality improvement 

bzr revid: rpa@tinyerp.com-20100316110351-0qnwxoj7dj27xao9
This commit is contained in:
rpa (Open ERP) 2010-03-16 16:33:51 +05:30
parent 5445d3557e
commit 96929a5705
5 changed files with 160 additions and 131 deletions
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4
addons/crm/__terp__.py
View File

@ -61,15 +61,15 @@ between mails and Open ERP.""",
],
'update_xml': [
'wizard/crm_phonecall2phonecall.xml',
'wizard/crm_lead_to_partner_view.xml',
'wizard/crm_lead_to_opportunity_view.xml',
'wizard/crm_phonecall2phonecall.xml',
'wizard/phonecall2meeting.xml',
'wizard/phonecall2partner_view.xml',
'wizard/phonecall2opportunity.xml',
'wizard/opportunity2partner_view.xml',
'wizard/opportunity2meeting.xml',
'wizard/opportunity2phonecall.xml',
'wizard/lead2opportunity.xml',
'crm_wizard.xml',
'crm_view.xml',

2
addons/crm/wizard/__init__.py
View File

@ -28,7 +28,7 @@ import wizard_history_event
import crm_lead_to_partner
import lead2opportunity
import crm_lead_to_opportunity
import crm_phonecall2phonecall
import phonecall2partner
import phonecall2meeting

144
addons/crm/wizard/crm_lead_to_opportunity.py Normal file
View File

@ -0,0 +1,144 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import osv, fields
from tools.translate import _
class crm_lead2opportunity(osv.osv_memory):
_name = 'crm.lead2opportunity'
_description = 'Lead To Opportunity'
def action_cancel(self, cr, uid, ids, context=None):
"""
Closes Lead To Opportunity form
@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 {'type': 'ir.actions.act_window_close'}
def action_apply(self, cr, uid, ids, context=None):
"""
This converts lead to opportunity and opens Opportunity view
@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 created Opportunity form
"""
value = {}
record_ids = context and context.get('active_ids', []) or []
if record_ids:
lead_obj = self.pool.get('crm.lead')
opp_obj = self. pool.get('crm.opportunity')
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
for this in self.browse(cr, uid, ids, context=context):
for case in lead_obj.browse(cr, uid, record_ids, context=context):
new_opportunity_id = opp_obj.create(cr, uid, {
'name': this.name,
'planned_revenue': this.planned_revenue,
'probability': this.probability,
'partner_id': case.partner_id and case.partner_id.id or False ,
'section_id': case.section_id and case.section_id.id or False,
'description': case.description or False,
'date_deadline': case.date_deadline or False,
'partner_address_id': case.partner_address_id and \
case.partner_address_id.id or False ,
'priority': case.priority,
'phone': case.phone,
'email_from': case.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,
}
if not case.opportunity_id:
vals.update({'opportunity_id' : new_opportunity.id})
lead_obj.write(cr, uid, [case.id], vals)
lead_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 = {
'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 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')
res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
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.'))
res['name'] = lead.partner_name
res['partner_id'] = lead.partner_id and lead.partner_id.id or False
return res
crm_lead2opportunity()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

24
addons/crm/wizard/lead2opportunity.xml → addons/crm/wizard/crm_lead_to_opportunity_view.xml
View File

@ -1,17 +1,8 @@
<openerp>
<data>
<!-- Lead to Opportunity view -->
<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>
<field name="context">{'record_id' : active_ids}</field>
</record>
<record id="view_crm_lead2opportunity_create" model="ir.ui.view">
<field name="name">crm.lead2opportunity.create</field>
<field name="model">crm.lead2opportunity</field>
@ -31,6 +22,17 @@
</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>
<field name="context">{'record_id' : active_ids}</field>
</record>
</data>
</openerp>

117
addons/crm/wizard/lead2opportunity.py
View File

@ -1,117 +0,0 @@
# -*- encoding: utf-8 -*-
############################################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
# Copyright (C) 2008-2009 AJM Technologies S.A. (<http://www.ajm.lu). All Rights Reserved
# $Id$
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
############################################################################################
from osv import osv, fields
import netsvc
import time
import tools
import mx.DateTime
from tools import config
from tools.translate import _
import tools
class crm_lead2opportunity(osv.osv_memory):
_name = 'crm.lead2opportunity'
_description = 'Lead To Opportunity'
def action_cancel(self, cr, uid, ids, context=None):
return {'type':'ir.actions.act_window_close'}
def action_apply(self, cr, uid, ids, context=None):
this = self.browse(cr, uid, ids[0], context=context)
value={}
record_id = context and context.get('record_id', False) or False
if record_id:
for case in self.pool.get('crm.lead').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"))
else:
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
lead_case_obj = self.pool.get('crm.lead')
opportunity_case_obj =self. pool.get('crm.opportunity')
new_opportunity_id = opportunity_case_obj.create(cr, uid, {
'name': this.name,
'planned_revenue': this.planned_revenue,
'probability': this.probability,
'partner_id': case.partner_id and case.partner_id.id or False ,
'section_id':case.section_id and case.section_id.id or False,
'description':case.description or False,
'date_deadline': case.date_deadline or False,
'partner_address_id':case.partner_address_id and case.partner_address_id.id or False ,
'priority': case.priority,
'phone': case.phone,
'email_from': case.email_from
})
new_opportunity = opportunity_case_obj.browse(cr, uid, new_opportunity_id)
vals = {
'partner_id': this.partner_id and this.partner_id.id or False,
}
if not case.opportunity_id:
vals.update({'opportunity_id' : new_opportunity.id})
lead_case_obj.write(cr, uid, [case.id], vals)
lead_case_obj.case_close(cr, uid, [case.id])
opportunity_case_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 = {
'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 default_get(self, cr, uid, fields, context=None):
record_id = context and context.get('record_id', False) or False
res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
if record_id:
for lead in self.pool.get('crm.lead').browse(cr, uid, record_id, context=context):
res['name']= lead.partner_name
res['partner_id']=lead.partner_id and lead.partner_id.id or False
return res
crm_lead2opportunity()