[IMP] crm: lead2opportunity and phonecall2opportunity wizards
bzr revid: hmo@tinyerp.com-20100302075952-j8lvpryfiytlpsq1
This commit is contained in:
Harry (Open ERP)
parent
e0447e50ba
commit
b46ebb59a4
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@ -46,6 +46,7 @@ class crm_opportunity(osv.osv):
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'ref2' : fields.reference('Reference 2', selection=crm._links_get, size=128),
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'date_closed': fields.datetime('Closed', readonly=True),
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'user_id': fields.many2one('res.users', 'Salesman'),
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'phone': fields.char("Phone", size=64),
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'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True,
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help='The state is set to \'Draft\', when a case is created.\
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\nIf the case is in progress the state is set to \'Open\'.\
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@ -58,7 +58,7 @@
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<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
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<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
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<field name="email_from" string="Email"/>
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<field name="partner_phone"/>
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<field name="phone"/>
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</group>
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<group col="2" colspan="2">
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<separator colspan="2" string="Categorization"/>
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@ -27,7 +27,18 @@ import ir
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import pooler
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from tools.translate import _
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class lead2opportunity(wizard.interface):
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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="Convert To 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="Convert To Partner">
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@ -36,17 +47,115 @@ class lead2opportunity(wizard.interface):
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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" attrs="{'required':[('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:'create'},
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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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return {'partner_id': partner_id}
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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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})
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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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@ -76,8 +185,7 @@ class lead2opportunity(wizard.interface):
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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, 'probability': case.probability,
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'planned_revenue':case.planned_revenue, 'partner_id':case.partner_id and case.partner_id.id or False}
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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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@ -114,9 +222,7 @@ class lead2opportunity(wizard.interface):
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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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'partner_phone': lead.partner_phone,
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'canal_id': lead.canal_id,
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'som': lead.som,
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'phone': lead.phone,
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'email_from': lead.email_from
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})
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@ -146,37 +252,7 @@ class lead2opportunity(wizard.interface):
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return value
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def _makePartner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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lead_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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if data['form']['action'] == 'create':
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for case in lead_case_obj.browse(cr, uid, data['ids']):
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partner_id = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
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if partner_id:
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raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
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else:
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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.partner_name2,
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'phone': case.partner_phone,
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'mobile': case.partner_mobile,
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'email': case.email_from
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})
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else:
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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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lead_case_obj.write(cr, uid, data['ids'], {
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'partner_id': partner_id,
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'partner_address_id': contact_id
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})
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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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@ -185,8 +261,8 @@ class lead2opportunity(wizard.interface):
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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': [],
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'result': {'type': 'form', 'arch': partner_form, 'fields': partner_fields,
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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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@ -206,86 +282,4 @@ class lead2opportunity(wizard.interface):
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lead2opportunity('crm.lead.opportunity_set')
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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="Convert To 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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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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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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return {}
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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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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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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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partner_id = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
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if partner_id:
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raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
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else:
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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.partner_name2,
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'phone': case.partner_phone,
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'mobile': case.partner_mobile,
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'email': case.email_from
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})
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case_obj.write(cr, uid, data['ids'], {
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'partner_id': partner_id,
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'partner_address_id': contact_id
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})
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if data['form']['close']:
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case_obj.case_close(cr, uid, data['ids'])
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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': int(partner_id),
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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'),('confirm', 'Create Partner', 'gtk-go-forward')]}
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},
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'confirm': {
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'actions': [],
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'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
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}
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}
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partner_create('crm.lead.partner_create')
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -27,26 +27,124 @@ import ir
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import pooler
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from tools.translate import _
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class phonecall2opportunity(wizard.interface):
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class partner_create(wizard.interface):
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partner_form = """<?xml version="1.0"?>
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case_form = """<?xml version="1.0"?>
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<form string="Convert To Partner">
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<label string="Are you sure you want to create a partner based on this phonecall ?" 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 Phonecall'}
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}
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partner_form = """<?xml version="1.0"?>
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<form string="Convert To 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','=','create')]}">
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<field name="partner_id" attrs="{'required':[('action','=','exist')]}"/>
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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:'create'},
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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.phonecall')
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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 phonecall.'))
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return {}
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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.phonecall')
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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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})
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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'])
|
||||
value = {
|
||||
'domain': "[]",
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'res.partner',
|
||||
'res_id': partner_ids and int(partner_ids[0]) or False,
|
||||
'view_id': False,
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id']
|
||||
}
|
||||
return value
|
||||
|
||||
states = {
|
||||
'init': {
|
||||
'actions': [_selectPartner],
|
||||
'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'),('create_partner', 'Create Partner', 'gtk-go-forward')]}
|
||||
},
|
||||
'create_partner': {
|
||||
'actions': [],
|
||||
'result': {'type': 'form', 'arch': partner_form, 'fields': partner_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'),('create', 'Continue', 'gtk-go-forward')]}
|
||||
},
|
||||
'create': {
|
||||
'actions': [],
|
||||
'result': {'type': 'action', 'action': _make_partner, 'state': 'end'}
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
partner_create('crm.phonecall.partner_create')
|
||||
|
||||
class phonecall2opportunity(partner_create):
|
||||
|
||||
case_form = """<?xml version="1.0"?>
|
||||
<form string="Convert To Opportunity">
|
||||
<field name="name"/>
|
||||
|
|
@ -75,10 +173,8 @@ class phonecall2opportunity(wizard.interface):
|
|||
def _selectopportunity(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
case_obj = pool.get('crm.phonecall')
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
if not case.partner_id:
|
||||
return 'create_partner'
|
||||
return {'name': case.name, 'partner_id':case.partner_id.id}
|
||||
case = case_obj.browse(cr, uid, data['id'])
|
||||
return {'name': case.name, 'partner_id':case.partner_id and case.partner_id.id or False}
|
||||
|
||||
def _selectChoice(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
|
|
@ -138,37 +234,7 @@ class phonecall2opportunity(wizard.interface):
|
|||
return value
|
||||
|
||||
def _makePartner(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
phonecall_case_obj = pool.get('crm.phonecall')
|
||||
partner_obj = pool.get('res.partner')
|
||||
contact_obj = pool.get('res.partner.address')
|
||||
if data['form']['action']=='create':
|
||||
for case in phonecall_case_obj.browse(cr, uid, data['ids']):
|
||||
partner_id = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
|
||||
if partner_id:
|
||||
raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
|
||||
else:
|
||||
partner_id = partner_obj.create(cr, uid, {
|
||||
'name': case.partner_name or case.name,
|
||||
'user_id': case.user_id.id,
|
||||
'comment': case.description,
|
||||
})
|
||||
contact_id = contact_obj.create(cr, uid, {
|
||||
'partner_id': partner_id,
|
||||
'name': case.partner_name2,
|
||||
'phone': case.partner_phone,
|
||||
'mobile': case.partner_mobile,
|
||||
'email': case.email_from
|
||||
})
|
||||
else:
|
||||
partner = partner_obj.browse(cr,uid,data['form']['partner_id'])
|
||||
partner_id=partner.id
|
||||
contact_id=partner.address and partner.address[0].id
|
||||
|
||||
phonecall_case_obj.write(cr, uid, data['ids'], {
|
||||
'partner_id': partner_id,
|
||||
'partner_address_id': contact_id
|
||||
})
|
||||
partner_ids = self._create_partner(cr, uid, data, context)
|
||||
return {}
|
||||
|
||||
states = {
|
||||
|
|
@ -178,8 +244,8 @@ class phonecall2opportunity(wizard.interface):
|
|||
},
|
||||
'create_partner': {
|
||||
'actions': [],
|
||||
'result': {'type': 'form', 'arch': partner_form, 'fields': partner_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'),('create', 'Continue', 'gtk-go-forward')]}
|
||||
'result': {'type': 'form', 'arch': partner_create.partner_form, 'fields': partner_create.partner_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'),('opportunity', 'Skip', 'gtk-goto-last'),('create', 'Continue', 'gtk-go-forward')]}
|
||||
},
|
||||
'create': {
|
||||
'actions': [],
|
||||
|
|
@ -239,86 +305,4 @@ class phonecall2meeting(wizard.interface):
|
|||
}
|
||||
phonecall2meeting('crm.phonecall.meeting_set')
|
||||
|
||||
class partner_create(wizard.interface):
|
||||
|
||||
case_form = """<?xml version="1.0"?>
|
||||
<form string="Convert To Partner">
|
||||
<label string="Are you sure you want to create a partner based on this phonecall ?" colspan="4"/>
|
||||
<label string="You may have to verify that this partner does not exist already." colspan="4"/>
|
||||
<!--field name="close"/-->
|
||||
</form>"""
|
||||
|
||||
case_fields = {
|
||||
'close': {'type':'boolean', 'string':'Close Phonecall'}
|
||||
}
|
||||
|
||||
def _selectPartner(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
case_obj = pool.get('crm.phonecall')
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
if case.partner_id:
|
||||
raise wizard.except_wizard(_('Warning !'),
|
||||
_('A partner is already defined on this phonecall.'))
|
||||
return {}
|
||||
|
||||
def _makeOrder(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
mod_obj = 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'])
|
||||
case_obj = pool.get('crm.phonecall')
|
||||
partner_obj = pool.get('res.partner')
|
||||
contact_obj = pool.get('res.partner.address')
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
partner_id = partner_obj.search(cr, uid, [('name', '=', case.name)])
|
||||
if partner_id:
|
||||
raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
|
||||
else:
|
||||
partner_id = partner_obj.create(cr, uid, {
|
||||
'name': case.name,
|
||||
'user_id': case.user_id.id,
|
||||
'comment': case.description,
|
||||
})
|
||||
contact_id = contact_obj.create(cr, uid, {
|
||||
'partner_id': partner_id,
|
||||
'name': case.name,
|
||||
'phone': case.partner_phone,
|
||||
'mobile': case.partner_mobile,
|
||||
'email': case.email_from
|
||||
})
|
||||
|
||||
|
||||
case_obj.write(cr, uid, data['ids'], {
|
||||
'partner_id': partner_id,
|
||||
'partner_address_id': contact_id
|
||||
})
|
||||
if data['form']['close']:
|
||||
case_obj.case_close(cr, uid, data['ids'])
|
||||
|
||||
value = {
|
||||
'domain': "[]",
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'res.partner',
|
||||
'res_id': int(partner_id),
|
||||
'view_id': False,
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id']
|
||||
}
|
||||
return value
|
||||
|
||||
states = {
|
||||
'init': {
|
||||
'actions': [_selectPartner],
|
||||
'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Partner', 'gtk-go-forward')]}
|
||||
},
|
||||
'confirm': {
|
||||
'actions': [],
|
||||
'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
|
||||
}
|
||||
}
|
||||
|
||||
partner_create('crm.phonecall.partner_create')
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
|
|||
Loading…
Reference in New Issue