[IMP] rename lead2partner (again) into crm.partner.binding; also rephrase the documentation

bzr revid: abo@openerp.com-20121113172235-j6ngsolg0wbu84yg
This commit is contained in:
Antonin Bourguignon 2012-11-13 18:22:35 +01:00
parent 3067d2feaa
commit e6bfe6583e
4 changed files with 15 additions and 13 deletions

View File

@ -13,13 +13,13 @@
-
I fill in a lead2partner wizard.
-
!record {model: crm.generate.partner, id: crm_generate_partner_id1, context: '{"active_model": "crm.lead", "active_ids": [ref("crm_case_4")]}'}:
!record {model: crm.partner.binding, id: crm_partner_binding_id1, context: '{"active_model": "crm.lead", "active_ids": [ref("crm_case_4")]}'}:
-
I create a partner from the lead2partner wizard.
-
!python {model: crm.generate.partner}: |
!python {model: crm.partner.binding}: |
context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')], 'active_id': ref('crm_case_4')})
self.make_partner(cr, uid ,[ref("crm_generate_partner_id1")], context=context)
self.make_partner(cr, uid ,[ref("crm_partner_binding_id1")], context=context)
-
I convert lead into opportunity for exiting customer.
-

View File

@ -19,7 +19,7 @@
#
##############################################################################
import crm_generate_partner
import crm_partner_binding
import crm_phonecall_to_phonecall
import crm_opportunity_to_phonecall
import crm_lead_to_opportunity

View File

@ -27,7 +27,7 @@ import re
class crm_lead2opportunity_partner(osv.osv_memory):
_name = 'crm.lead2opportunity.partner'
_description = 'Lead To Opportunity Partner'
_inherit = 'crm.generate.partner'
_inherit = 'crm.partner.binding'
_columns = {
'name': fields.selection([

View File

@ -22,15 +22,17 @@
from osv import osv, fields
from tools.translate import _
class crm_generate_partner(osv.osv_memory):
class crm_partner_binding(osv.osv_memory):
"""
Handle the partner generation from any CRM item (lead, phonecall)
either by explicitly converting the element to a partner, either by
triggering an action that will create a partner (e.g. convert a lead into
an opportunity).
Handle the partner binding or generation in any CRM wizard that requires
such feature, like the lead2opportunity wizard, or the
phonecall2opportunity wizard. Try to find a matching partner from the
CRM model's information (name, email, phone number, etc) or create a new
one on the fly.
Use it like a mixin with the wizard of your choice.
"""
_name = 'crm.generate.partner'
_description = 'Generate a partner from a CRM item.'
_name = 'crm.partner.binding'
_description = 'Handle partner binding or generation in CRM wizards.'
_columns = {
'action': fields.selection([
('exist', 'Link to an existing customer'),
@ -80,7 +82,7 @@ class crm_generate_partner(osv.osv_memory):
return partner_id
def default_get(self, cr, uid, fields, context=None):
res = super(crm_generate_partner, self).default_get(cr, uid, fields, context=context)
res = super(crm_partner_binding, self).default_get(cr, uid, fields, context=context)
partner_id = self._find_matching_partner(cr, uid, context=context)
if 'action' in fields: