100 lines
4.5 KiB
Python
100 lines
4.5 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from openerp.osv import fields, osv
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from openerp.tools.translate import _
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class crm_partner_binding(osv.osv_memory):
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"""
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Handle the partner binding or generation in any CRM wizard that requires
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such feature, like the lead2opportunity wizard, or the
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phonecall2opportunity wizard. Try to find a matching partner from the
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CRM model's information (name, email, phone number, etc) or create a new
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one on the fly.
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Use it like a mixin with the wizard of your choice.
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"""
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_name = 'crm.partner.binding'
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_description = 'Handle partner binding or generation in CRM wizards.'
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_columns = {
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'action': fields.selection([
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('exist', 'Link to an existing customer'),
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('create', 'Create a new customer'),
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('nothing', 'Do not link to a customer')
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], 'Related Customer', required=True),
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'partner_id': fields.many2one('res.partner', 'Customer'),
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}
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def _find_matching_partner(self, cr, uid, context=None):
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"""
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Try to find a matching partner regarding the active model data, like
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the customer's name, email, phone number, etc.
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:return int partner_id if any, False otherwise
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"""
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if context is None:
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context = {}
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partner_id = False
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partner_obj = self.pool.get('res.partner')
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# The active model has to be a lead or a phonecall
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if (context.get('active_model') == 'crm.lead') and context.get('active_id'):
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active_model = self.pool.get('crm.lead').browse(cr, uid, context.get('active_id'), context=context)
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elif (context.get('active_model') == 'crm.phonecall') and context.get('active_id'):
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active_model = self.pool.get('crm.phonecall').browse(cr, uid, context.get('active_id'), context=context)
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# Find the best matching partner for the active model
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if (active_model):
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partner_obj = self.pool.get('res.partner')
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# A partner is set already
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if active_model.partner_id:
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partner_id = active_model.partner_id.id
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# Search through the existing partners based on the lead's email
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elif active_model.email_from:
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partner_ids = partner_obj.search(cr, uid, [('email', '=', active_model.email_from)], context=context)
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if partner_ids:
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partner_id = partner_ids[0]
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# Search through the existing partners based on the lead's partner or contact name
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elif active_model.partner_name:
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partner_ids = partner_obj.search(cr, uid, [('name', 'ilike', '%'+active_model.partner_name+'%')], context=context)
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if partner_ids:
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partner_id = partner_ids[0]
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elif active_model.contact_name:
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partner_ids = partner_obj.search(cr, uid, [
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('name', 'ilike', '%'+active_model.contact_name+'%')], context=context)
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if partner_ids:
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partner_id = partner_ids[0]
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return partner_id
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def default_get(self, cr, uid, fields, context=None):
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res = super(crm_partner_binding, self).default_get(cr, uid, fields, context=context)
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partner_id = self._find_matching_partner(cr, uid, context=context)
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if 'action' in fields and not res.get('action'):
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res['action'] = partner_id and 'exist' or 'create'
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if 'partner_id' in fields:
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res['partner_id'] = partner_id
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return res
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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