[IMP]: crm: Improvement + Quality improvement in lead to partner wizard
bzr revid: rpa@tinyerp.com-20100316094634-1mygrhv8st9i1az0
This commit is contained in:
rpa (Open ERP)
parent
768d725563
commit
c4d9dda495
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@ -62,7 +62,7 @@ between mails and Open ERP.""",
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'update_xml': [
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'wizard/crm_phonecall2phonecall.xml',
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'wizard/lead_to_partner_view.xml',
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'wizard/crm_lead_to_partner_view.xml',
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'wizard/phonecall2meeting.xml',
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'wizard/phonecall2partner_view.xml',
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'wizard/phonecall2opportunity.xml',
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@ -74,7 +74,6 @@ between mails and Open ERP.""",
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'crm_view.xml',
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'crm_action_rule_view.xml',
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#'crm_lead_wizard.xml',
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'crm_lead_view.xml',
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'crm_lead_menu.xml',
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'crm_meeting_view.xml',
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@ -1,21 +0,0 @@
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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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<wizard
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id="wizard_crm_lead_partner_create"
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keyword="client_action_multi"
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model="crm.lead"
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name="crm.lead.partner_create"
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multi="True"
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string="Create Partner"/>
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<wizard
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id="wizard_crm_lead_opportunity_set"
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keyword="client_action_multi"
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model="crm.lead"
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name="crm.lead.opportunity_set"
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multi="True"
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string="Convert To Opportunity"/>
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</data>
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</openerp>
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@ -20,7 +20,6 @@
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##############################################################################
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import crm_opportunity_wizard
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import crm_lead_wizard
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import crm_phonecall_wizard
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import wizard_crm_send_email
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@ -28,7 +27,7 @@ import wizard_crm_new_send_email
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import wizard_history_event
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import lead_to_partner
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import crm_lead_to_partner
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import lead2opportunity
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import crm_phonecall2phonecall
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import phonecall2partner
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@ -0,0 +1,194 @@
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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>).
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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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from osv import osv, fields
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from tools.translate import _
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class crm_lead2partner(osv.osv_memory):
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""" Converts lead to partner """
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_name = 'crm.lead2partner'
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_description = 'Lead to Partner'
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_columns = {
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'action': fields.selection([('exist', 'Link to an existing partner'), \
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('create', 'Create a new partner')], \
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'Action', required=True),
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'partner_id': fields.many2one('res.partner', 'Partner')
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}
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def _select_partner(self, cr, uid, context=None):
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"""
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This function Searches for Partner from selected lead.
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of Board Lead to Partner's IDs
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@return : Partner id if any for selected lead.
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"""
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if not context:
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context = {}
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lead_obj = self.pool.get('crm.lead')
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partner_obj = self.pool.get('res.partner')
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contact_obj = self.pool.get('res.partner.address')
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rec_ids = context and context.get('active_ids', False)
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value={}
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for lead in lead_obj.browse(cr, uid, rec_ids, context=context):
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if lead.partner_id:
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raise osv.except_osv(_('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', '=', lead.partner_name or lead.name)])
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if not partner_ids and lead.email_from:
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address_ids = contact_obj.search(cr, uid, [('email', '=', lead.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
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_defaults = {
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'action': lambda *a:'exist',
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'partner_id': _select_partner
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}
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def open_create_partner(self, cr, uid, ids, context=None):
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"""
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This function Opens form of create partner.
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of Board Lead to Partner's IDs
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@return : Dictionary value for next form.
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"""
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if not context:
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context = {}
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view_obj = self.pool.get('ir.ui.view')
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view_id = view_obj.search(cr, uid, [('model', '=', 'crm.lead2partner'), \
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('name', '=', 'crm.lead2partner.view')])
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return {
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'view_mode': 'form',
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'view_type': 'form',
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'view_id': view_id or False,
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'res_model': 'crm.lead2partner',
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'context': context,
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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def _create_partner(self, cr, uid, ids, context=None):
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"""
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This function Creates partner based on action.
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of Board Lead to Partner's IDs
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@return : Dictionary {}.
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"""
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if not context:
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context = {}
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lead_obj = self.pool.get('crm.lead')
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partner_obj = self.pool.get('res.partner')
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contact_obj = self.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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rec_ids = context and context.get('active_ids', False)
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for data in self.browse(cr, uid, ids):
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for lead in lead_obj.browse(cr, uid, rec_ids):
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if data.action == 'create':
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partner_id = partner_obj.create(cr, uid, {
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'name': lead.partner_name or lead.name,
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'user_id': lead.user_id.id,
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'comment': lead.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': lead.name,
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'phone': lead.phone,
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'mobile': lead.mobile,
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'email': lead.email_from,
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'fax': lead.fax,
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'title': lead.title,
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'function': lead.function and lead.function.id or False,
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'street': lead.street,
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'street2': lead.street2,
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'zip': lead.zip,
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'city': lead.city,
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'country_id': lead.country_id and lead.country_id.id or False,
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'state_id': lead.state_id and lead.state_id.id or False,
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})
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else:
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if data.partner_id:
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partner_id = data.partner_id.id
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contact_id = partner_obj.address_get(cr, uid, [partner_id])['default']
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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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lead_obj.write(cr, uid, [lead.id], vals)
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return partner_ids
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def make_partner(self, cr, uid, ids, context):
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"""
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This function Makes partner based on action.
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of Board Lead to Partner's IDs
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@return : Dictionary value for created Partner form.
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"""
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partner_ids = self._create_partner(cr, uid, ids, context)
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mod_obj = self.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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'context': context,
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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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crm_lead2partner()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,51 @@
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<openerp>
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<data>
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<!-- Lead to partner confirmation form -->
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<record id="view_crm_lead2partner_create" model="ir.ui.view">
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<field name="name">crm.lead2partner.view.create</field>
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<field name="model">crm.lead2partner</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="Create a 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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<group col="4" colspan="4">
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<button special="cancel" string="Cancel" icon="gtk-cancel"/>
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<button name="open_create_partner" string="Create Partner" type="object" icon="gtk-ok"/>
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</group>
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</form>
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</field>
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</record>
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<!-- Lead to Partner form view -->
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<record id="view_crm_lead2partner" model="ir.ui.view">
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<field name="name">crm.lead2partner.view</field>
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<field name="model">crm.lead2partner</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="Create a Partner">
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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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</group>
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<group col="4" colspan="4">
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<button special="cancel" string="Cancel" icon="gtk-cancel"/>
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<button name="make_partner" string="Continue" type="object" icon="gtk-ok"/>
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</group>
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</form>
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</field>
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</record>
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<!-- Lead to Partner wizard -->
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<act_window id="action_crm_lead2partner"
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key2="client_action_multi" name="Create a Partner"
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res_model="crm.lead2partner" src_model="crm.lead"
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view_id="view_crm_lead2partner_create"
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view_mode="form" target="new" view_type="form" />
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</data>
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</openerp>
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@ -1,297 +0,0 @@
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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>).
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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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from mx.DateTime import now
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import wizard
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import netsvc
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import ir
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import pooler
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from tools.translate import _
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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="Create a 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="Create a 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','!=','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:'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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vals = {'partner_id': partner_id}
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if not partner_id:
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vals['action'] = 'create'
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return vals
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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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'fax': case.fax,
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'title': case.title,
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'function': case.function and case.function.id or False,
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'street': case.street,
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'street2': case.street2,
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'zip': case.zip,
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'city': case.city,
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'country_id': case.country_id and case.country_id.id or False,
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'state_id': case.state_id and case.state_id.id or False,
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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',
|
||||
'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.lead.partner_create')
|
||||
|
||||
|
||||
class lead2opportunity(partner_create):
|
||||
|
||||
case_form = """<?xml version="1.0"?>
|
||||
<form string="Convert To Opportunity">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<newline/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="probability"/>
|
||||
</form>"""
|
||||
|
||||
case_fields = {
|
||||
'name': {'type':'char', 'size':64, 'string':'Opportunity Summary', 'required':True},
|
||||
'planned_revenue': {'type':'float', 'digits':(16,2), 'string': 'Expected Revenue'},
|
||||
'probability': {'type':'float', 'digits':(16,2), 'string': 'Success Probability'},
|
||||
'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
|
||||
}
|
||||
|
||||
def _check_state(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
case_obj = pool.get('crm.lead')
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
if case.state != 'open':
|
||||
raise wizard.except_wizard(_('Warning !'),
|
||||
_('Lead should be in \'Open\' state before converting to Opportunity.'))
|
||||
return {}
|
||||
|
||||
def _selectopportunity(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
case_obj = pool.get('crm.lead')
|
||||
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)
|
||||
case_obj = pool.get('crm.lead')
|
||||
for case in case_obj.browse(cr, uid, data['ids']):
|
||||
if not case.partner_id:
|
||||
return 'create_partner'
|
||||
return 'opportunity'
|
||||
|
||||
def _makeOrder(self, cr, uid, data, context):
|
||||
pool = pooler.get_pool(cr.dbname)
|
||||
data_obj = 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 = pool.get('crm.lead')
|
||||
opportunity_case_obj = pool.get('crm.opportunity')
|
||||
for lead in lead_case_obj.browse(cr, uid, data['ids']):
|
||||
new_opportunity_id = opportunity_case_obj.create(cr, uid, {
|
||||
'name': data['form']['name'],
|
||||
'planned_revenue': data['form']['planned_revenue'],
|
||||
'probability': data['form']['probability'],
|
||||
'partner_id': data['form']['partner_id'],
|
||||
'section_id':lead.section_id.id,
|
||||
'description':lead.description,
|
||||
'date_deadline': lead.date_deadline,
|
||||
'partner_address_id':lead.partner_address_id.id,
|
||||
'priority': lead.priority,
|
||||
'phone': lead.phone,
|
||||
'email_from': lead.email_from
|
||||
})
|
||||
|
||||
new_opportunity = opportunity_case_obj.browse(cr, uid, new_opportunity_id)
|
||||
|
||||
vals = {
|
||||
'partner_id': data['form']['partner_id'],
|
||||
}
|
||||
if not lead.opportunity_id:
|
||||
vals.update({'opportunity_id' : new_opportunity.id})
|
||||
|
||||
lead_case_obj.write(cr, uid, [lead.id], vals)
|
||||
lead_case_obj.case_close(cr, uid, [lead.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
|
||||
|
||||
def _makePartner(self, cr, uid, data, context):
|
||||
partner_ids = self._create_partner(cr, uid, data, context)
|
||||
return {}
|
||||
|
||||
states = {
|
||||
'init': {
|
||||
'actions': [_check_state],
|
||||
'result': {'type':'choice','next_state':_selectChoice}
|
||||
},
|
||||
'create_partner': {
|
||||
'actions': [partner_create._selectPartner],
|
||||
'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': [],
|
||||
'result': {'type': 'action', 'action': _makePartner, 'state':'opportunity' }
|
||||
},
|
||||
'opportunity': {
|
||||
'actions': [_selectopportunity],
|
||||
'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
|
||||
'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Opportunity', 'gtk-go-forward')]}
|
||||
},
|
||||
'confirm': {
|
||||
'actions': [],
|
||||
'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
|
||||
}
|
||||
}
|
||||
|
||||
lead2opportunity('crm.lead.opportunity_set')
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
@ -1,138 +0,0 @@
|
|||
# -*- 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_lead2partner(osv.osv_memory):
|
||||
_name = 'crm.lead2partner'
|
||||
_description = 'Lead to Partner'
|
||||
|
||||
_columns = {
|
||||
'action': fields.selection([('exist','Link to an existing partner'),('create','Create a new partner')],'Action',required=True),
|
||||
'partner_id': fields.many2one('res.partner','Partner'),
|
||||
}
|
||||
_defaults = {
|
||||
'action': lambda *a:'exist',
|
||||
}
|
||||
|
||||
def create_partner(self, cr, uid, ids, context):
|
||||
view_obj = self.pool.get('ir.ui.view')
|
||||
view_id = view_obj.search(cr,uid,[('model','=','crm.lead2partner'),('name','=','crm.lead2partner.view')])
|
||||
return {
|
||||
'view_mode': 'form',
|
||||
'view_type': 'form',
|
||||
'view_id': view_id or False,
|
||||
'res_model': 'crm.lead2partner',
|
||||
'type': 'ir.actions.act_window',
|
||||
'target': 'new',
|
||||
}
|
||||
|
||||
def selectPartner(self, cr, uid, ids, context):
|
||||
case_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('record_ids',False)
|
||||
value={}
|
||||
for case in case_obj.browse(cr, uid, rec_ids):
|
||||
if case.partner_id:
|
||||
raise osv.except_osv(_('Warning !'),
|
||||
_('A partner is already defined on this lead.'))
|
||||
|
||||
partner_ids = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
|
||||
if not partner_ids and case.email_from:
|
||||
address_ids = contact_obj.search(cr, uid, [('email', '=', case.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 not partner_id:
|
||||
value = self._make_partner(cr, uid, ids, context)
|
||||
return value
|
||||
|
||||
def _create_partner(self, cr, uid, ids, context):
|
||||
case_obj = self.pool.get('crm.lead')
|
||||
partner_obj = self.pool.get('res.partner')
|
||||
contact_obj = self.pool.get('res.partner.address')
|
||||
datas = self.browse(cr, uid, ids)[0]
|
||||
partner_ids = []
|
||||
partner_id = False
|
||||
contact_id = False
|
||||
rec_ids = context and context.get('record_ids',False)
|
||||
for case in case_obj.browse(cr, uid, rec_ids):
|
||||
if datas.action == 'create':
|
||||
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.name,
|
||||
'phone': case.phone,
|
||||
'mobile': case.mobile,
|
||||
'email': case.email_from,
|
||||
'fax': case.fax,
|
||||
'title': case.title,
|
||||
'function': case.function and case.function.id or False,
|
||||
'street': case.street,
|
||||
'street2': case.street2,
|
||||
'zip': case.zip,
|
||||
'city': case.city,
|
||||
'country_id': case.country_id and case.country_id.id or False,
|
||||
'state_id': case.state_id and case.state_id.id or False,
|
||||
})
|
||||
|
||||
else:
|
||||
if datas.partner_id:
|
||||
partner = partner_obj.browse(cr,uid,datas.partner_id.id)
|
||||
partner_id = partner.id
|
||||
contact_id = partner.address and partner.address[0].id
|
||||
|
||||
partner_ids.append(partner_id)
|
||||
vals = {}
|
||||
if partner_id:
|
||||
vals.update({'partner_id': partner_id})
|
||||
if contact_id:
|
||||
vals.update({'partner_address_id': contact_id})
|
||||
case_obj.write(cr, uid, [case.id], vals)
|
||||
return partner_ids
|
||||
|
||||
def _make_partner(self, cr, uid, ids, context):
|
||||
partner_ids = self._create_partner(cr, uid, ids, context)
|
||||
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'])
|
||||
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
|
||||
|
||||
crm_lead2partner()
|
||||
|
||||
|
|
@ -1,67 +0,0 @@
|
|||
<openerp>
|
||||
<data>
|
||||
<record id="view_crm_lead2partner_create" model="ir.ui.view">
|
||||
<field name="name">crm.lead2partner.view.create</field>
|
||||
<field name="model">crm.lead2partner</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Create a Partner">
|
||||
<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
|
||||
<label string="You may have to verify that this partner does not exist already." colspan="4"/>
|
||||
<group col="4" colspan="4">
|
||||
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
|
||||
<button name="create_partner" string="Create Partner" type="object" icon="gtk-ok"/>
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record id="action_crm_lead2partner_create" model="ir.actions.act_window">
|
||||
<field name="name">Create a Partner</field>
|
||||
<field name="type">ir.actions.act_window</field>
|
||||
<field name="res_model">crm.lead2partner</field>
|
||||
<field name="view_id" ref="view_crm_lead2partner_create"/>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
<field name="context">{'record_ids' : active_ids}</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.values" id="values_crm_lead2partner_create">
|
||||
<field name="model_id" ref="crm.model_crm_lead" />
|
||||
<field name="object" eval="1" />
|
||||
<field name="name">Create Partner</field>
|
||||
<field name="key2">client_action_multi</field>
|
||||
<field name="value" eval="'ir.actions.act_window,' + str(ref('action_crm_lead2partner_create'))" />
|
||||
<field name="key">action</field>
|
||||
<field name="model">crm.lead</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_lead2partner" model="ir.ui.view">
|
||||
<field name="name">crm.lead2partner.view</field>
|
||||
<field name="model">crm.lead2partner</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Create a Partner">
|
||||
<field name="action"/>
|
||||
<group attrs="{'invisible':[('action','!=','exist')]}">
|
||||
<field name="partner_id"/>
|
||||
</group>
|
||||
<group col="4" colspan="4">
|
||||
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
|
||||
<button name="selectPartner" string="Continue" type="object" icon="gtk-ok"/>
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record id="action_crm_lead2partner" model="ir.actions.act_window">
|
||||
<field name="name">Create a Partner</field>
|
||||
<field name="type">ir.actions.act_window</field>
|
||||
<field name="res_model">crm.lead2partner</field>
|
||||
<field name="view_id" ref="view_crm_lead2partner"/>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
<field name="context">{'record_ids' : active_ids}</field>
|
||||
</record>
|
||||
</data>
|
||||
</openerp>
|
||||
Loading…
Reference in New Issue