[Add] crm : Add the wizard of /phonecall2opportunity
bzr revid: sbh@tinyerp.com-20100309083543-uljqipt3i2r8rxzj
This commit is contained in:
sbh (Open ERP)
parent
93a6ebff04
commit
87bd2e84b4
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@ -62,7 +62,9 @@ between mails and Open ERP.""",
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'update_xml': [
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'wizard/crm_phonecall2phonecall.xml',
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'wizard/lead_to_partner_view.xml',
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'wizard/lead_to_partner_view.xml',
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'wizard/phonecall2partner_view.xml',
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'wizard/phonecall2opportunity.xml',
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'crm_wizard.xml',
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'crm_view.xml',
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@ -49,7 +49,7 @@
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<field name="partner_phone"/>
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<field name="user_id"/>
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<button string="Opportunity"
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name="%(wizard_crm_phonecall_opportunity_set)d"
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name="%(phonecall2opportunity_act)d"
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states="draft,open,pending"
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type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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<button string="Meeting"
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@ -82,7 +82,7 @@
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<field name="duration"/>
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<field name="section_id" colspan="1" widget="selection" />
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<button string="Convert to Opportunity"
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name="%(wizard_crm_phonecall_opportunity_set)d"
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name="%(phonecall2opportunity_act)d"
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icon="gtk-index" type="action"
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attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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<label colspan="6" string=""/>
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@ -29,7 +29,8 @@ import wizard_history_event
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import crm_phonecall2phonecall
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import lead_to_partner
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import phonecall2partner
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import phonecall_to_opportunity
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,32 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
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<record model="ir.ui.view" id="phonecall2opportunity_view">
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<field name="name">crm.phonecall2opportunity.form</field>
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<field name="model">crm.phonecall2opportunity</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Convert To Opportunity " col="2">
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<field name="name"/>
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<field name="partner_id" />
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<newline/>
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<field name="planned_revenue"/>
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<field name="probability"/>
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<group colspan="2" col="2" >
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<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
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<button name="action_apply" type="object" string="_Apply" icon="gtk-apply" />
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</group>
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</form>
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</field>
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</record>
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<record model="ir.actions.act_window" id="phonecall2opportunity_act">
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<field name="name">Convert To Opportunity</field>
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<field name="res_model">crm.phonecall2opportunity</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="view_id" ref="phonecall2opportunity_view"/>
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<field name="target">new</field>
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<field name="context">{'record_id' : active_id}</field>
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</record>
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</data>
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</openerp>
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@ -0,0 +1,106 @@
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# -*- encoding: 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) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
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# Copyright (C) 2008-2009 AJM Technologies S.A. (<http://www.ajm.lu). All Rights Reserved
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# $Id$
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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 General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (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 General Public License for more details.
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#
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# You should have received a copy of the GNU 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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############################################################################################
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from osv import osv, fields
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import netsvc
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import time
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import tools
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import mx.DateTime
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from tools import config
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from tools.translate import _
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import tools
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class crm_phonecall2opportunity(osv.osv_memory):
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_name = 'crm.phonecall2opportunity'
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_description = 'Phonecall To Opportunity'
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def action_cancel(self, cr, uid, ids, context=None):
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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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this = self.browse(cr, uid, ids[0], context=context)
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record_id = context and context.get('record_id', False) or False
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if record_id:
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for case in self.pool.get('crm.phonecall').browse(cr, uid, [record_id], context=context):
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if case.state in ['done', 'cancel']:
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raise osv.except_osv(_("Warning"),
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_("Closed/Cancelled Phone Call Could not convert into Opportunity"))
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else:
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data_obj = self.pool.get('ir.model.data')
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result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
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res = data_obj.read(cr, uid, result, ['res_id'])
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id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
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id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
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if id2:
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id2 = data_obj.browse(cr, uid, id2, context=context).res_id
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if id3:
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id3 = data_obj.browse(cr, uid, id3, context=context).res_id
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opportunity_case_obj = self.pool.get('crm.opportunity')
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phonecall_case_obj = self.pool.get('crm.phonecall')
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new_opportunity_id = opportunity_case_obj.create(cr, uid, {
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'name': this.name,
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'planned_revenue': this.planned_revenue,
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'probability': this.probability,
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'partner_id': this.partner_id.id,
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'section_id': case.section_id.id,
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'description': case.description,
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'phonecall_id': case.id,
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'priority': case.priority,
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'phone': case.partner_phone,
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})
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new_opportunity = opportunity_case_obj.browse(cr, uid, new_opportunity_id)
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vals = {
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'partner_id': this.partner_id.id,
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'opportunity_id' : new_opportunity_id,
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}
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phonecall_case_obj.write(cr, uid, [case.id], vals)
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phonecall_case_obj.case_close(cr, uid, [case.id])
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phonecall_case_obj.case_open(cr, uid, [new_opportunity_id])
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value = {
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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.opportunity',
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'res_id': int(new_opportunity_id),
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'view_id': False,
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'views': [(id2,'form'),(id3,'tree'),(False,'calendar'),(False,'graph')],
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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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_columns = {
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'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
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'probability': fields.float('Success Probability'),
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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 default_get(self, cr, uid, fields, context=None):
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record_id = context and context.get('record_id', False) or False
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res = super(crm_phonecall2opportunity, self).default_get(cr, uid, fields, context=context)
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if record_id:
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phonecall_id = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
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res['name']=phonecall_id.name
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res['partner_id']=phonecall_id.partner_id and phonecall_id.partner_id.id
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return res
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crm_phonecall2opportunity()
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