# -*- 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 osv import osv, fields from tools.translate import _ class crm_lead2opportunity(osv.osv_memory): _name = 'crm.lead2opportunity' _description = 'Lead To Opportunity' def action_cancel(self, cr, uid, ids, context=None): """ Closes Lead To Opportunity form @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 ids: List of Lead to Partner's IDs @param context: A standard dictionary for contextual values """ return {'type': 'ir.actions.act_window_close'} def action_apply(self, cr, uid, ids, context=None): """ This converts lead to opportunity and opens Opportunity view @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 ids: List of Lead to Opportunity IDs @param context: A standard dictionary for contextual values @return : Dictionary value for created Opportunity form """ record_id = context and context.get('active_id', False) or False if not record_id: return {} lead_obj = self.pool.get('crm.lead') data_obj = self.pool.get('ir.model.data') # Get Opportunity views 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 = lead_obj.browse(cr, uid, record_id, context=context) for this in self.browse(cr, uid, ids, context=context): vals ={ 'planned_revenue': this.planned_revenue, 'probability': this.probability, 'name': this.name, 'partner_id': this.partner_id.id, 'user_id': (this.partner_id.user_id and this.partner_id.user_id.id) or (lead.user_id and lead.user_id.id), 'type': 'opportunity' } lead_obj.write(cr, uid, lead.id, vals, context=context) lead_obj.history(cr, uid, [lead], _('Opportunity'), details='Converted to Opportunity', context=context) if lead.partner_id: msg_ids = [ x.id for x in lead.message_ids] self.pool.get('mailgate.message').write(cr, uid, msg_ids, {'partner_id': lead.partner_id.id}, context=context) message = _('Lead ') + " '" + lead.name + "' "+ _("is converted to Opportunity.") self.log(cr, uid, lead.id, message) value = { 'name': _('Opportunity'), 'view_type': 'form', 'view_mode': 'form,tree', 'res_model': 'crm.lead', 'domain': [('type', '=', 'opportunity')], 'res_id': int(lead.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 _columns = { 'name' : fields.char('Opportunity', size=64, required=True, select=1), 'probability': fields.float('Success Rate (%)'), 'planned_revenue': fields.float('Expected Revenue'), 'partner_id': fields.many2one('res.partner', 'Partner'), } def view_init(self, cr, uid, fields, context=None): """ This function checks for precondition before wizard executes @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 """ lead_obj = self.pool.get('crm.lead') for lead in lead_obj.browse(cr, uid, context.get('active_ids', [])): if lead.state in ['done', 'cancel']: raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \ Leads Could not convert into Opportunity")) return False 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') data = context and context.get('active_ids', []) or [] res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context) for lead in lead_obj.browse(cr, uid, data, context=context): if 'name' in fields: res.update({'name': lead.name}) if 'partner_id' in fields: res.update({'partner_id': lead.partner_id.id or False}) return res crm_lead2opportunity() class crm_lead2opportunity_partner(osv.osv_memory): _name = 'crm.lead2opportunity.partner' _description = 'Lead To Opportunity Partner' _inherit = 'crm.lead2partner' _columns = { 'partner_id': fields.many2one('res.partner', 'Partner'), 'action': fields.selection([('exist', 'Link to an existing partner'), ('create', 'Create a new partner'), ('no','Do not create a partner')], 'Action'), } def make_partner(self, cr, uid, ids, context=None): """ This function Makes partner based on action. @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 ids: List of Lead to Partner's IDs @param context: A standard dictionary for contextual values @return : Dictionary value for created Partner form. """ if not context: context = {} partner_ids = self._create_partner(cr, uid, ids, context) value = {} data_obj = self.pool.get('ir.model.data') data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_action') view_id = False if data_id: view_id = data_obj.browse(cr, uid, data_id, context=context).res_id context.update({'partner_id': partner_ids}) value = { 'name': _('Create Opportunity'), 'view_type': 'form', 'view_mode': 'form,tree', 'res_model': 'crm.lead2opportunity.action', 'view_id': False, 'context': context, 'views': [(view_id, 'form')], 'type': 'ir.actions.act_window', 'target': 'new', } return value def action_skip(self, cr, uid, ids, context=None): """ This skips partner creation @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 ids: List of Lead to Opportunity IDs @param context: A standard dictionary for contextual values @return : Dictionary value for Opportunity form """ value = {} data_obj = self.pool.get('ir.model.data') data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create') view_id = False if data_id: view_id = data_obj.browse(cr, uid, data_id, context=context).res_id context.update({'partner_id': False}) value = { 'name': _('Create Opportunity'), 'view_type': 'form', 'view_mode': 'form,tree', 'res_model': 'crm.lead2opportunity', 'view_id': False, 'context': context, 'views': [(view_id, 'form')], 'type': 'ir.actions.act_window', 'target': 'new', } return value def view_init(self, cr, uid, fields, context=None): """ This function checks for precondition before wizard executes @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 """ lead_obj = self.pool.get('crm.lead') for lead in lead_obj.browse(cr, uid, context.get('active_ids', [])): if lead.state in ['done', 'cancel']: raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \ Leads Could not convert into Opportunity")) return False crm_lead2opportunity_partner() class crm_lead2opportunity_action(osv.osv_memory): ''' Merge with Existing Opportunity or Convert to Opportunity ''' _name = 'crm.lead2opportunity.action' _description = 'Convert/Merge Opportunity' _columns = { 'name': fields.selection([('convert', 'Convert to Opportunity'), ('merge', 'Merge with existing Opportunity')],'Select Action', required=True), } _defaults = { 'name': 'convert', } def do_action(self, cr, uid, ids, context=None): """ This function opens form according to selected Action @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 ids: List of Lead to Opportunity IDs @param context: A standard dictionary for contextual values @return : Dictionary value for Opportunity form """ value = {} data_obj = self.pool.get('ir.model.data') view_id = False for this in self.browse(cr, uid, ids, context=context): if this.name == 'convert': data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create') if data_id: view_id = data_obj.browse(cr, uid, data_id, context=context).res_id value = { 'name': _('Create Opportunity'), 'view_type': 'form', 'view_mode': 'form,tree', 'res_model': 'crm.lead2opportunity', 'view_id': False, 'context': context, 'views': [(view_id, 'form')], 'type': 'ir.actions.act_window', 'target': 'new', } elif this.name == 'merge': data_id = data_obj._get_id(cr, uid, 'crm', 'merge_opportunity_form') if data_id: view_id = data_obj.browse(cr, uid, data_id, context=context).res_id value = { 'name': _('Merge with Existing Opportunity'), 'view_type': 'form', 'view_mode': 'form,tree', 'res_model': 'crm.merge.opportunity', 'view_id': False, 'context': context, 'views': [(view_id, 'form')], 'type': 'ir.actions.act_window', 'target': 'new', } return value crm_lead2opportunity_action() # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: