177 lines
7.6 KiB
Python
177 lines
7.6 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 osv import osv, fields
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from tools.translate import _
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import time
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class crm_lead2opportunity_partner(osv.osv_memory):
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_name = 'crm.lead2opportunity.partner'
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_description = 'Lead To Opportunity Partner'
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_inherit = 'crm.lead2partner'
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_columns = {
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#'partner_id': fields.many2one('res.partner', 'Partner'),
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#'action': fields.selection([('exist', 'Link to an existing partner'), ('create', 'Create a new partner')], 'Action'),
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'name': fields.selection([('convert', 'Convert to Opportunity'), ('merge', 'Merge with existing Opportunity')],'Select Action', required=True),
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'opportunity_ids': fields.many2many('crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id', 'Opportunities', domain=[('type', '=', 'opportunity')]),
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}
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def default_get(self, cr, uid, fields, context=None):
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"""
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Default get for name, opportunity_ids
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if there is an exisitng partner link to the lead, find all existing opportunity link with this partnet to merge
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all information together
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"""
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lead_obj = self.pool.get('crm.lead')
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partner_id = False
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res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
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opportunities = res.get('opportunity_ids') or []
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name = 'convert'
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if res.get('partner_id'):
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partner_id = res.get('partner_id')
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ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), ('type', '=', 'opportunity')])
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if ids:
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name = 'merge'
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opportunities += ids
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if 'name' in fields:
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res.update({'name' : name})
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if 'opportunity_ids' in fields:
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res.update({'opportunity_ids': opportunities})
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return res
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def view_init(self, cr, uid, fields, context=None):
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"""
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This function checks for precondition before wizard executes
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param fields: List of fields for default value
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@param context: A standard dictionary for contextual values
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"""
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if context is None:
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context = {}
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lead_obj = self.pool.get('crm.lead')
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for lead in lead_obj.browse(cr, uid, context.get('active_ids', []), context=context):
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if lead.state in ['done', 'cancel']:
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raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \
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Leads Could not convert into Opportunity"))
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return False
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def _convert(self, cr, uid, ids, lead, partner_id, stage_ids, context=None):
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leads = self.pool.get('crm.lead')
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vals = {
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'planned_revenue': lead.planned_revenue,
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'probability': lead.probability,
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'name': lead.name,
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'partner_id': partner_id,
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'user_id': (lead.user_id and lead.user_id.id),
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'type': 'opportunity',
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'stage_id': stage_ids and stage_ids[0] or False,
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'date_action': time.strftime('%Y-%m-%d %H:%M:%S')
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}
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lead.write(vals, context=context)
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leads.history(cr, uid, [lead], _('Converted to opportunity'), details='Converted to Opportunity', context=context)
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if lead.partner_id:
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msg_ids = [ x.id for x in lead.message_ids]
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self.pool.get('mailgate.message').write(cr, uid, msg_ids, {
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'partner_id': lead.partner_id.id
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}, context=context)
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leads.log(cr, uid, lead.id, _("Lead '%s' has been converted to an opportunity.") % lead.name)
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def action_apply(self, cr, uid, ids, context=None):
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"""
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This converts lead to opportunity and opens Opportunity view
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@param ids: ids of the leads to convert to opportunities
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@return : View dictionary opening the Opportunity form view
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"""
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record_id = context and context.get('active_ids') or False
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if not record_id:
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return {'type': 'ir.actions.act_window_close'}
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leads = self.pool.get('crm.lead')
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models_data = self.pool.get('ir.model.data')
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# Get Opportunity views
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result = models_data._get_id(
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cr, uid, 'crm', 'view_crm_case_opportunities_filter')
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opportunity_view_search = models_data.browse(
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cr, uid, result, context=context).res_id
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opportunity_view_form = models_data._get_id(
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cr, uid, 'crm', 'crm_case_form_view_oppor')
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opportunity_view_tree = models_data._get_id(
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cr, uid, 'crm', 'crm_case_tree_view_oppor')
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if opportunity_view_form:
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opportunity_view_form = models_data.browse(
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cr, uid, opportunity_view_form, context=context).res_id
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if opportunity_view_tree:
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opportunity_view_tree = models_data.browse(
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cr, uid, opportunity_view_tree, context=context).res_id
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for lead in leads.browse(cr, uid, record_id, context=context):
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if(lead.section_id):
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stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('type','=','opportunity'),('sequence','>=',1), ('section_ids','=', lead.section_id.id)])
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else:
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stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('type','=','opportunity'),('sequence','>=',1)])
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data = self.browse(cr, uid, ids[0], context=context)
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partner_ids = []
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if data.action == 'create':
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partner_ids = self._create_partner(cr, uid, ids, context=context)
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partner_id = partner_ids and partner_ids[0] or data.partner_id.id
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self._convert(cr, uid, ids, lead, partner_id, stage_ids, context=context)
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if data.name == 'merge':
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merge_obj = self.pool.get('crm.merge.opportunity')
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context.update({'opportunity_ids': data.opportunity_ids})
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return merge_obj.action_merge(cr, uid, ids, context=context)
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return {
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'name': _('Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead',
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'domain': [('type', '=', 'opportunity')],
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'res_id': int(lead.id),
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'view_id': False,
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'views': [(opportunity_view_form, 'form'),
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(opportunity_view_tree, 'tree'),
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(False, 'calendar'), (False, 'graph')],
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'type': 'ir.actions.act_window',
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'search_view_id': opportunity_view_search
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}
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crm_lead2opportunity_partner()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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