odoo
/
odoo
2
0
Fork 0
Code Pull Requests Releases Activity

[Add] crm: add the osv_memory wizard of opportunity2partner and fix the waring to all wizard 

bzr revid: sbh@tinyerp.com-20100309121057-s6k80t13rb3t98tf
This commit is contained in:
sbh (Open ERP) 2010-03-09 17:40:57 +05:30
parent c5ec09bce6
commit d99f306b54
7 changed files with 211 additions and 4 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

1
addons/crm/__terp__.py
View File

@ -66,6 +66,7 @@ between mails and Open ERP.""",
'wizard/phonecall2meeting.xml',
'wizard/phonecall2partner_view.xml',
'wizard/phonecall2opportunity.xml',
'wizard/opportunity2partner_view.xml',
'crm_wizard.xml',
'crm_view.xml',

9
addons/crm/crm_opportunity_view.xml
View File

@ -72,9 +72,14 @@
</group>
<notebook colspan="4">
<page string="Opportunity">
<group col="2" colspan="2">
<separator colspan="2" string="Contacts"/>
<group col="3" colspan="2">
<separator colspan="3" string="Contacts"/>
<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
<button string="Create a Partner"
icon="terp-crm"
name="%(action_crm_opportunity2partner)d"
type="action"
attrs="{'invisible':[('partner_id','!=',False)]}" />
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
<field name="email_from" string="Email"/>
<field name="phone"/>

1
addons/crm/wizard/__init__.py
View File

@ -32,6 +32,7 @@ import lead_to_partner
import phonecall2partner
import phonecall2meeting
import phonecall_to_opportunity
import opportunity2partner
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

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

@ -59,7 +59,7 @@ class crm_lead2partner(osv.osv_memory):
value={}
for case in case_obj.browse(cr, uid, rec_ids):
if case.partner_id:
raise wizard.except_wizard(_('Warning !'),
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)])

133
addons/crm/wizard/opportunity2partner.py Normal file
View File

@ -0,0 +1,133 @@
# -*- 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 mx.DateTime import now
from osv import osv, fields
import netsvc
import ir
import pooler
from tools.translate import _
class crm_opportunity2partner(osv.osv_memory):
_name = 'crm.opportunity2partner'
_description = 'Phone Call 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.opportunity2partner'),('name','=','crm.opportunity2partner.view')])
return {
'view_mode': 'form',
'view_type': 'form',
'view_id': view_id or False,
'res_model': 'crm.opportunity2partner',
'type': 'ir.actions.act_window',
'target': 'new',
}
def selectPartner(self, cr, uid, ids, context):
case_obj = self.pool.get('crm.opportunity')
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.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.opportunity')
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.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,
'email': case.email_from
})
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_opportunity2partner()

67
addons/crm/wizard/opportunity2partner_view.xml Normal file
View File

@ -0,0 +1,67 @@
<openerp>
<data>
<record id="view_crm_opportunity2partner_create" model="ir.ui.view">
<field name="name">crm.opportunity2partner.view.create</field>
<field name="model">crm.opportunity2partner</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_opportunity2partner_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.opportunity2partner</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_phonecall2partner_create">
<field name="model_id" ref="crm.model_crm_opportunity" />
<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_opportunity2partner_create'))" />
<field name="key">action</field>
<field name="model">crm.opportunity</field>
</record>
<record id="view_crm_opportunity2partner" model="ir.ui.view">
<field name="name">crm.opportunity2partner.view</field>
<field name="model">crm.opportunity2partner</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_opportunity2partner" 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.opportunity2partner</field>
<field name="view_id" ref="view_crm_opportunity2partner"/>
<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>

2
addons/crm/wizard/phonecall2partner.py
View File

@ -59,7 +59,7 @@ class crm_phonecall2partner(osv.osv_memory):
value={}
for case in case_obj.browse(cr, uid, rec_ids):
if case.partner_id:
raise wizard.except_wizard(_('Warning !'),
raise osv.except_osv(_('Warning !'),
_('A partner is already defined on this lead.'))
partner_ids = partner_obj.search(cr, uid, [('name', '=', case.partner_contact or case.name)])