253 lines
11 KiB
Python
253 lines
11 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 re
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class crm_lead2partner(osv.osv_memory):
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""" Converts lead to partner """
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_name = 'crm.lead2partner'
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_description = 'Lead to Partner'
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_columns = {
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'action': fields.selection([('exist', 'Link to an existing partner'), \
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('create', 'Create a new partner')], \
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'Action', required=True),
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'partner_id': fields.many2one('res.partner', 'Partner'),
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'msg': fields.text('Message', readonly=True)
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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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lead_obj = self.pool.get('crm.lead')
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rec_ids = context and context.get('active_ids', [])
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for lead in lead_obj.browse(cr, uid, rec_ids, context=context):
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if lead.partner_id:
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raise osv.except_osv(_('Warning !'),
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_('A partner is already defined on this lead.'))
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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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partner_obj = self.pool.get('res.partner')
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contact_obj = self.pool.get('res.partner.address')
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partner_id = False
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data = context and context.get('active_ids', []) or []
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res = super(crm_lead2partner, 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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partner_ids = []
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# Find partner address matches the email_from of the lead
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email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from or '')
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email = map(lambda x: "'" + x + "'", email)
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if email:
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cr.execute("""select id from res_partner_address
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where
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substring(email from '([^ ,<@]+@[^> ,]+)') in (%s)""" % (','.join(email)))
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address_ids = map(lambda x: x[0], cr.fetchall())
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if address_ids:
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addresses = contact_obj.browse(cr, uid, address_ids)
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partner_ids = addresses and [addresses[0].partner_id.id] or False
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# Find partner name that matches the name of the lead
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if not partner_ids and lead.partner_name:
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partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name)], context=context)
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if not partner_ids:
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cr.execute("""SELECT p.id from res_partner p
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where regexp_replace(lower(p.name), '[^a-z]*', '', 'g') = regexp_replace(%s, '[^a-z]*', '', 'g')""", (lead.name.lower(), ))
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partner_ids = map(lambda x: x[0], cr.fetchall())
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partner_id = partner_ids and partner_ids[0] or False
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if not partner_id:
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label = False
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opp_ids = []
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if email:
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# Find email of existing opportunity matches the email_from of the lead
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cr.execute("""select id from crm_lead
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where type='opportunity' and
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substring(email_from from '([^ ,<@]+@[^> ,]+)') in (%s)""" % (','.join(email)))
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opp_ids = map(lambda x:x[0], cr.fetchall())
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label = opp_ids and 'email' or False
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if not opp_ids:
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# Find name of existing opportunity matches the name of the lead
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cr.execute("""SELECT l.id from crm_lead l
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where type = 'opportunity' and
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regexp_replace(lower(l.name), '[^a-z]*', '', 'g') = regexp_replace(%s, '[^a-z]*', '', 'g')""", (lead.name.lower(), ))
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opp_ids = map(lambda x: x[0], cr.fetchall())
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label = opp_ids and 'name' or False
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if label:
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res.update({'msg': "An existing opportunity seems to match the %s of this lead, you should double-check before converting it." % (label)})
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if 'partner_id' in fields:
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res.update({'partner_id': partner_id})
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if 'action' in fields:
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res.update({'action': partner_id and 'exist' or 'create'})
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return res
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def open_create_partner(self, cr, uid, ids, context=None):
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"""
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This function Opens form of create partner.
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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 next form.
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"""
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if context is None:
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context = {}
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view_obj = self.pool.get('ir.ui.view')
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view_id = view_obj.search(cr, uid, [('model', '=', 'crm.lead2partner'), \
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('name', '=', 'crm.lead2partner.view')])
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return {
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'view_mode': 'form',
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'view_type': 'form',
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'view_id': view_id or False,
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'res_model': 'crm.lead2partner',
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'context': context,
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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def _create_partner(self, cr, uid, ids, context=None):
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"""
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This function Creates 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 {}.
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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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partner_obj = self.pool.get('res.partner')
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contact_obj = self.pool.get('res.partner.address')
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partner_ids = []
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partner_id = False
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contact_id = False
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rec_ids = context and context.get('active_ids', [])
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for data in self.browse(cr, uid, ids, context=context):
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for lead in lead_obj.browse(cr, uid, rec_ids, context=context):
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if data.action == 'create':
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partner_id = partner_obj.create(cr, uid, {
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'name': lead.partner_name or lead.contact_name or lead.name,
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'user_id': lead.user_id.id,
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'comment': lead.description,
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})
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contact_id = contact_obj.create(cr, uid, {
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'partner_id': partner_id,
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'name': lead.contact_name,
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'phone': lead.phone,
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'mobile': lead.mobile,
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'email': lead.email_from,
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'fax': lead.fax,
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'title': lead.title and lead.title.id or False,
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'function': lead.function,
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'street': lead.street,
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'street2': lead.street2,
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'zip': lead.zip,
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'city': lead.city,
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'country_id': lead.country_id and lead.country_id.id or False,
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'state_id': lead.state_id and lead.state_id.id or False,
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})
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else:
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if data.partner_id:
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partner_id = data.partner_id.id
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contact_id = partner_obj.address_get(cr, uid, [partner_id])['default']
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partner_ids.append(partner_id)
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if data.action<>'no':
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vals = {}
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if partner_id:
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vals.update({'partner_id': partner_id})
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if contact_id:
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vals.update({'partner_address_id': contact_id})
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lead_obj.write(cr, uid, [lead.id], vals)
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return partner_ids
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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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mod_obj = self.pool.get('ir.model.data')
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result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
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res = mod_obj.read(cr, uid, result, ['res_id'])
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value = {
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'domain': "[]",
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'res.partner',
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'res_id': partner_ids and int(partner_ids[0]) or False,
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'view_id': False,
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'context': context,
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'type': 'ir.actions.act_window',
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'search_view_id': res['res_id']
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}
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return value
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crm_lead2partner()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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