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[IMP]: crm: Improvement for lead to opportunity wizard 

bzr revid: rpa@tinyerp.com-20100325061940-1jqy6b08r48upmck
This commit is contained in:
rpa (Open ERP) 2010-03-25 11:49:40 +05:30
parent 75da3ff765
commit a0e644c1d9
2 changed files with 22 additions and 38 deletions
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2
addons/crm/crm_lead.py
View File

@ -155,7 +155,7 @@ class crm_lead(osv.osv):
'views': [(view_id, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
'destroy': False
'nodestroy': True
}
return value

58
addons/crm/wizard/crm_lead_to_opportunity.py
View File

@ -22,6 +22,8 @@
from mx.DateTime import now
from osv import osv, fields
from tools.translate import _
class crm_lead2opportunity(osv.osv_memory):
_name = 'crm.lead2opportunity'
_description = 'Lead To Opportunity'
@ -57,7 +59,7 @@ class crm_lead2opportunity(osv.osv_memory):
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)
return self.action_skip(cr, uid, ids, context)
def action_apply(self, cr, uid, ids, context=None):
"""
@ -149,41 +151,6 @@ class crm_lead2opportunity(osv.osv_memory):
}
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
@ -248,12 +215,29 @@ Leads Could not convert into Opportunity"))
@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, []):
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()