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[IMP]: crm: Improvement in lead to opportunity wizard for partner selection 

bzr revid: rpa@tinyerp.com-20101007135352-8w96zvhrvqlhzk0w
This commit is contained in:
rpa (Open ERP) 2010-10-07 19:23:52 +05:30
parent d180cd91eb
commit efee86963f
2 changed files with 11 additions and 37 deletions
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34
addons/crm/wizard/crm_lead_to_opportunity.py
View File

@ -162,41 +162,7 @@ class crm_lead2opportunity_partner(osv.osv_memory):
'partner_id': fields.many2one('res.partner', 'Partner'),
'action': fields.selection([('exist', 'Link to an existing partner'), ('create', 'Create a new partner')], 'Action'),
}
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param fields: List of fields for default value
@param context: A standard dictionary for contextual values
@return : default values of fields.
"""
lead_obj = self.pool.get('crm.lead')
partner_obj = self.pool.get('res.partner')
contact_obj = self.pool.get('res.partner.address')
partner_id = False
data = context and context.get('active_ids', []) or []
res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
for lead in lead_obj.browse(cr, uid, data, context=context):
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
if not partner_ids and lead.email_from:
address_ids = contact_obj.search(cr, uid, [('email', '=', lead.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 'partner_id' in fields:
res.update({'partner_id': partner_id})
if 'action' in fields:
res.update({'action': partner_id and 'exist' or 'create'})
return res
def make_partner(self, cr, uid, ids, context=None):
"""
This function Makes partner based on action.

14
addons/crm/wizard/crm_lead_to_partner.py
View File

@ -21,6 +21,7 @@
from osv import osv, fields
from tools.translate import _
import re
class crm_lead2partner(osv.osv_memory):
""" Converts lead to partner """
@ -74,12 +75,19 @@ class crm_lead2partner(osv.osv_memory):
res = super(crm_lead2partner, self).default_get(cr, uid, fields, context=context)
for lead in lead_obj.browse(cr, uid, data, context=context):
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
if not partner_ids and lead.email_from:
address_ids = contact_obj.search(cr, uid, [('email', '=', lead.email_from)])
partner_ids = []
if lead.email_from:
email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from)
address_ids = contact_obj.search(cr, uid, [('email', 'in', email)])
if address_ids:
addresses = contact_obj.browse(cr, uid, address_ids)
partner_ids = addresses and [addresses[0].partner_id.id] or False
if not partner_ids and lead.partner_name:
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name)], context=context)
if not partner_ids:
cr.execute("""SELECT p.id from res_partner p
where regexp_replace(lower(p.name), '[^a-z]*', '', 'g') = regexp_replace(%s, '[^a-z]*', '', 'g')""", (lead.name.lower(), ))
partner_ids = map(lambda x: x[0], cr.fetchall())
partner_id = partner_ids and partner_ids[0] or False
if 'partner_id' in fields: