[MERGE] [ADD] crm_project_issue module: create issues from leads.
This bridge and optional module add a button on the lead form view to allow users to create issues from leads. The lead is distroyed during the operation. All communication history is kept and transferred to the new issue. bzr revid: tde@openerp.com-20140304170544-kp624l6vhj0s1rwc
This commit is contained in:
Thibault Delavallée
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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) 2014-Today OpenERP SA (<http://www.openerp.com>).
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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 Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (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 Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero 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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import project_issue
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{
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'name': 'Lead to Issue',
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'version': '1.0',
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'summary': 'Create Issues from Leads',
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'sequence': '19',
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'category': 'Project Management',
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'complexity': 'easy',
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'author': 'OpenERP SA',
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'description': """
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Lead to Issues
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==============
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Link module to map leads to issues
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""",
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'data': [
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'project_issue_view.xml'
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],
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'depends': ['crm', 'project_issue'],
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'installable': True,
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}
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from openerp.osv import osv, fields
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class crm_lead_to_project_issue_wizard(osv.TransientModel):
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""" wizard to convert a Lead into a Project Issue and move the Mail Thread """
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_name = "crm.lead2projectissue.wizard"
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_inherit = 'crm.partner.binding'
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_columns = {
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"lead_id": fields.many2one("crm.lead", "Lead", domain=[("type", "=", "lead")]),
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"project_id": fields.many2one("project.project", "Project", domain=[("use_issues", "=", True)])
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}
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_defaults = {
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"lead_id": lambda self, cr, uid, context=None: context.get('active_id')
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}
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def action_lead_to_project_issue(self, cr, uid, ids, context=None):
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# get the wizards and models
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wizards = self.browse(cr, uid, ids, context=context)
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Lead = self.pool["crm.lead"]
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Issue = self.pool["project.issue"]
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for wizard in wizards:
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# get the lead to transform
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lead = wizard.lead_id
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partner = self._find_matching_partner(cr, uid, context=context)
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if not partner and (lead.partner_name or lead.contact_name):
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partner_ids = Lead.handle_partner_assignation(cr, uid, [lead.id], context=context)
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partner = partner_ids[lead.id]
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# create new project.issue
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vals = {
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"name": lead.name,
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"description": lead.description,
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"email_from": lead.email_from,
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"project_id": wizard.project_id.id,
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"partner_id": partner,
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"user_id": None
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}
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issue_id = Issue.create(cr, uid, vals, context=None)
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# move the mail thread
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Lead.message_change_thread(cr, uid, lead.id, issue_id, "project.issue", context=context)
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# delete the lead
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Lead.unlink(cr, uid, [lead.id], context=None)
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# return the action to go to the form view of the new Issue
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view_id = self.pool.get('ir.ui.view').search(cr, uid, [('model', '=', 'project.issue'), ('name', '=', 'project_issue_form_view')])
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return {
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'name': 'Issue created',
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'view_type': 'form',
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'view_mode': 'form',
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'view_id': view_id,
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'res_model': 'project.issue',
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'type': 'ir.actions.act_window',
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'res_id': issue_id,
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'context': context
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}
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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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<!-- action of converting, via wizard -->
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<record model="ir.actions.act_window" id="convert_lead2projectissue_wizard_action" >
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<field name="name">Convert to Issue</field>
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<field name="res_model">crm.lead2projectissue.wizard</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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<!-- view of the Wizard Form -->
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<record model="ir.ui.view" id="view_crm_lead2projectissue_wizard" >
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<field name="name">crm.lead2projectissue.wizard.form</field>
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<field name="model">crm.lead2projectissue.wizard</field>
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<field name="arch" type="xml">
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<form string="Convert to Issue" version="7.0">
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<group>
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<field name="project_id"/>
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</group>
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<footer>
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<button type="object" name="action_lead_to_project_issue" string="Create Issue" class="oe_highlight"/>
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or
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<button string="Cancel" class="oe_link" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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<!-- inherit view of Lead Form : adding the "convert to issue" button -->
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<record model="ir.ui.view" id="crm_case_form_view_leads_project_issue">
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<field name="name">CRM - Leads Form</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_case_form_view_leads" />
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<field name="arch" type="xml">
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<xpath expr="//div[@name='buttons']/button" position="after">
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<button name="%(convert_lead2projectissue_wizard_action)d" string="Convert to Issue" type="action" help="Convert to Issue" />
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</xpath>
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</field>
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</record>
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</data>
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</openerp>
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@ -1828,3 +1828,35 @@ class mail_thread(osv.AbstractModel):
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}
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threads.append(data)
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return sorted(threads, key=lambda x: (x['popularity'], x['id']), reverse=True)[:3]
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def message_change_thread(self, cr, uid, id, new_res_id, new_model, context=None):
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"""
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Transfert the list of the mail thread messages from an model to another
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:param id : the old res_id of the mail.message
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:param new_res_id : the new res_id of the mail.message
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:param new_model : the name of the new model of the mail.message
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Example : self.pool.get("crm.lead").message_change_thread(self, cr, uid, 2, 4, "project.issue", context)
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will transfert thread of the lead (id=2) to the issue (id=4)
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"""
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# get the sbtype id of the comment Message
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subtype_res_id = self.pool.get('ir.model.data').xmlid_to_res_id(cr, uid, 'mail.mt_comment', raise_if_not_found=True)
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# get the ids of the comment and none-comment of the thread
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message_obj = self.pool.get('mail.message')
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msg_ids_comment = message_obj.search(cr, uid, [
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('model', '=', self._name),
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('res_id', '=', id),
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('subtype_id', '=', subtype_res_id)], context=context)
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msg_ids_not_comment = message_obj.search(cr, uid, [
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('model', '=', self._name),
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('res_id', '=', id),
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('subtype_id', '!=', subtype_res_id)], context=context)
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# update the messages
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message_obj.write(cr, uid, msg_ids_comment, {"res_id" : new_res_id, "model" : new_model}, context=context)
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message_obj.write(cr, uid, msg_ids_not_comment, {"res_id" : new_res_id, "model" : new_model, "subtype_id" : None}, context=context)
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return True
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