325 lines
13 KiB
Python
325 lines
13 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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class crm_lead2opportunity(osv.osv_memory):
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_name = 'crm.lead2opportunity'
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_description = 'Lead To Opportunity'
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def action_cancel(self, cr, uid, ids, context=None):
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"""
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Closes Lead To Opportunity form
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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 ids: List of Lead to Partner's IDs
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@param context: A standard dictionary for contextual values
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"""
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return {'type': 'ir.actions.act_window_close'}
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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_id') or False
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if not record_id:
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return {}
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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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lead = leads.browse(cr, uid, record_id, context=context)
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for this in self.browse(cr, uid, ids, context=context):
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vals ={
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'planned_revenue': this.planned_revenue,
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'probability': this.probability,
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'name': this.name,
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'partner_id': this.partner_id.id,
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'user_id': (this.partner_id.user_id and this.partner_id.user_id.id) or (lead.user_id and lead.user_id.id),
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'type': 'opportunity'
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}
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lead.write(vals, context=context)
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leads.history(cr, uid, [lead], _('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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self.log(cr, uid, lead.id,
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_("Lead '%s' has been converted to an opportunity.") % lead.name)
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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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_columns = {
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'name' : fields.char('Opportunity', size=64, required=True, select=1),
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'probability': fields.float('Success Rate (%)'),
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'planned_revenue': fields.float('Expected Revenue'),
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'partner_id': fields.many2one('res.partner', 'Partner'),
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}
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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 default_get(self, cr, uid, fields, context=None):
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"""
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This function gets default values
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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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@return : default values of fields.
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"""
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lead_obj = self.pool.get('crm.lead')
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data = context and context.get('active_ids', []) or []
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res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
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for lead in lead_obj.browse(cr, uid, data, context=context):
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if 'name' in fields:
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res.update({'name': lead.name})
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if 'partner_id' in fields:
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res.update({'partner_id': lead.partner_id.id or False})
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return res
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crm_lead2opportunity()
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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'), ('no','Do not create a partner')], 'Action'),
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}
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def make_partner(self, cr, uid, ids, context=None):
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"""
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This function Makes partner based on action.
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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 ids: List of Lead to Partner's IDs
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@param context: A standard dictionary for contextual values
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@return : Dictionary value for created Partner form.
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"""
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if context is None:
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context = {}
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partner_ids = self._create_partner(cr, uid, ids, context=context)
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value = {}
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data_obj = self.pool.get('ir.model.data')
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_action')
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view_id = False
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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context.update({'partner_id': partner_ids})
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value = {
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'name': _('Create Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity.action',
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'view_id': False,
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'context': context,
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'views': [(view_id, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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return value
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def action_skip(self, cr, uid, ids, context=None):
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"""
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This skips partner creation
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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 ids: List of Lead to Opportunity IDs
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@param context: A standard dictionary for contextual values
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@return : Dictionary value for Opportunity form
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"""
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value = {}
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if context is None:
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context = {}
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data_obj = self.pool.get('ir.model.data')
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
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view_id = False
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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context.update({'partner_id': False})
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value = {
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'name': _('Create Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity',
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'view_id': False,
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'context': context,
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'views': [(view_id, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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return value
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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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crm_lead2opportunity_partner()
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class crm_lead2opportunity_action(osv.osv_memory):
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'''
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Merge with Existing Opportunity or Convert to Opportunity
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'''
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_name = 'crm.lead2opportunity.action'
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_description = 'Convert/Merge Opportunity'
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_columns = {
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'name': fields.selection([('convert', 'Convert to Opportunity'), ('merge', 'Merge with existing Opportunity')],'Select Action', required=True),
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}
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_defaults = {
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'name': 'convert',
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}
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def do_action(self, cr, uid, ids, context=None):
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"""
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This function opens form according to selected Action
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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 ids: List of Lead to Opportunity IDs
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@param context: A standard dictionary for contextual values
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@return : Dictionary value for Opportunity form
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"""
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value = {}
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if context is None:
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context = {}
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data_obj = self.pool.get('ir.model.data')
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view_id = False
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for this in self.browse(cr, uid, ids, context=context):
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if this.name == 'convert':
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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value = {
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'name': _('Create Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity',
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'view_id': False,
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'context': context,
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'views': [(view_id, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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elif this.name == 'merge':
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data_id = data_obj._get_id(cr, uid, 'crm', 'merge_opportunity_form')
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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value = {
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'name': _('Merge with Existing Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.merge.opportunity',
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'view_id': False,
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'context': context,
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'views': [(view_id, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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return value
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crm_lead2opportunity_action()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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