# -*- coding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-2010 Tiny SPRL (). # # 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 . # ############################################################################## from openerp.osv import fields, osv from openerp.tools.translate import _ class crm_partner_binding(osv.osv_memory): """ 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.partner.binding' _description = 'Handle partner binding or generation in CRM wizards.' _columns = { 'action': fields.selection([ ('exist', 'Link to an existing customer'), ('create', 'Create a new customer'), ('nothing', 'Do not link to a customer') ], 'Related Customer', required=True), 'partner_id': fields.many2one('res.partner', 'Customer'), } def _find_matching_partner(self, cr, uid, context=None): """ Try to find a matching partner regarding the active model data, like the customer's name, email, phone number, etc. :return int partner_id if any, False otherwise """ if context is None: context = {} partner_id = False partner_obj = self.pool.get('res.partner') # The active model has to be a lead or a phonecall if (context.get('active_model') == 'crm.lead') and context.get('active_id'): active_model = self.pool.get('crm.lead').browse(cr, uid, context.get('active_id'), context=context) elif (context.get('active_model') == 'crm.phonecall') and context.get('active_id'): active_model = self.pool.get('crm.phonecall').browse(cr, uid, context.get('active_id'), context=context) # Find the best matching partner for the active model if (active_model): partner_obj = self.pool.get('res.partner') # A partner is set already if active_model.partner_id: partner_id = active_model.partner_id.id # Search through the existing partners based on the lead's email elif active_model.email_from: partner_ids = partner_obj.search(cr, uid, [('email', '=', active_model.email_from)], context=context) if partner_ids: partner_id = partner_ids[0] # Search through the existing partners based on the lead's partner or contact name elif active_model.partner_name: partner_ids = partner_obj.search(cr, uid, [('name', 'ilike', '%'+active_model.partner_name+'%')], context=context) if partner_ids: partner_id = partner_ids[0] elif active_model.contact_name: partner_ids = partner_obj.search(cr, uid, [ ('name', 'ilike', '%'+active_model.contact_name+'%')], context=context) if partner_ids: partner_id = partner_ids[0] return partner_id def default_get(self, cr, uid, fields, context=None): 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 and not res.get('action'): res['action'] = partner_id and 'exist' or 'create' if 'partner_id' in fields: res['partner_id'] = partner_id return res # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: