[ADD]: crm: Added new wizard to merge Opportunity with Other Opportunities of the same partner
bzr revid: rpa@tinyerp.com-20100729070549-snt3yy0507xmxtfd
This commit is contained in:
rpa (Open ERP)
parent
32dcf8792f
commit
9637ab6a49
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@ -86,6 +86,7 @@ Create dashboard for CRM that includes:
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'wizard/crm_send_email_view.xml',
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'wizard/crm_forward_to_partner_view.xml',
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'wizard/crm_custom_create_menu_view.xml',
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'wizard/crm_merge_opportunities_view.xml',
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'crm_view.xml',
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@ -35,6 +35,8 @@
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<field name="date_action"/>
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<field name="title_action"/>
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<field name="priority" string="Priority"/>
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<button string="Merge with Other Opportunity"
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name="%(merge_opportunity_act)d" icon="gtk-add" type="action" />
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<newline/>
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<field name="type" invisible="1"/>
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</group>
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@ -31,6 +31,8 @@ import crm_phonecall_to_opportunity
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import crm_partner_to_opportunity
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import crm_custom_create_menu
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import crm_merge_opportunities
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,135 @@
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# -*- 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_merge_opportunity(osv.osv_memory):
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"""Merge two Opportunities"""
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_name = 'crm.merge.opportunity'
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_description = 'Merge two Opportunities'
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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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record_id = context and context.get('active_id', False) or False
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if record_id:
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opp_obj = self.pool.get('crm.lead')
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opp = opp_obj.browse(cr, uid, record_id, context=context)
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if opp.type != 'opportunity':
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raise osv.except_osv(_('Warning!'), _('Can only perform this Operation for "Opportunities".'))
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if not opp.partner_id:
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raise osv.except_osv(_('Warning!'), _('Opportunity must have Partner assigned before merging with other Opportunity.'))
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#Search for Opportunity for the same partner
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opp_ids = opp_obj.search(cr, uid, [('partner_id', '=', opp.partner_id.id), ('type', '=', 'opportunity')])
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if not len(opp_ids) > 1:
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raise osv.except_osv(_('Warning!'), _("There are no other Opportunities for the partner '%s'.") % (opp.partner_id.name))
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pass
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def action_merge(self, cr, uid, ids, context=None):
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"""
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This function merges two opportunities
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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 Phonecall to Opportunity IDs
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@param context: A standard dictionary for contextual values
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@return : Dictionary value for created Opportunity form
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"""
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record_id = context and context.get('active_id', False) or False
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if record_id:
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opp_obj = self.pool.get('crm.lead')
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message_obj = self.pool.get('mailgate.message')
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current_opp = opp_obj.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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for opp in this.opportunity_ids:
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opp_obj.write(cr, uid, opp.id, {
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'stage_id': opp.stage_id.id or current_opp.stage_id.id or False,
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'priority': opp.priority or current_opp.priority,
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'email_from': opp.email_from or current_opp.email_from,
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'phone': opp.phone or current_opp.phone,
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'section_id': opp.section_id.id or current_opp.section_id.id or False,
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'categ_id': opp.categ_id.id or current_opp.categ_id.id or False,
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'description': (opp.description or '') + '\n' + (current_opp.description or ''),
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'partner_name': opp.partner_name or current_opp.partner_name,
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'title': opp.title.id or current_opp.title.id or False,
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'function': opp.function or current_opp.function,
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'street': opp.street or current_opp.street,
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'street2': opp.street2 or current_opp.street2,
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'zip': opp.zip or current_opp.zip,
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'city': opp.city or current_opp.city,
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'country_id': opp.country_id.id or current_opp.country_id.id or False,
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'state_id': opp.state_id.id or current_opp.state_id.id or False,
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'fax': opp.fax or current_opp.fax,
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'mobile': opp.mobile or current_opp.mobile,
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'email_cc': ','.join(filter(lambda x: x, [opp.email_cc, current_opp.email_cc]))
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})
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for history in current_opp.message_ids:
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if history.history:
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new_history = message_obj.copy(cr, uid, history.id, default={'res_id': opp.id})
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opp_obj._history(cr, uid, [current_opp], _('Merged into Opportunity: %s') % (opp.id))
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opp_obj.case_cancel(cr, uid, [record_id])
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return {}
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_columns = {
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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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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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record_id = context and context.get('active_id', False) or False
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res = super(crm_merge_opportunity, self).default_get(cr, uid, fields, context=context)
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if record_id:
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opp_obj = self.pool.get('crm.lead')
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opp = opp_obj.browse(cr, uid, record_id, context=context)
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opp_ids = opp_obj.search(cr, uid, [('partner_id', '=', opp.partner_id.id), ('type', '=', 'opportunity')])
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# Removing current opportunity
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opp_ids.remove(record_id)
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if 'opportunity_ids' in fields:
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res.update({'opportunity_ids': opp_ids})
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return res
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crm_merge_opportunity()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,49 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- Merge Opportunities -->
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<record model="ir.ui.view" id="merge_opportunity_form">
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<field name="name">crm.merge.opportunity.form</field>
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<field name="model">crm.merge.opportunity</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="Merge Opportunities">
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<separator string="Select Opportunities" colspan="4"/>
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<field name="opportunity_ids" nolabel="1" colspan="4" width="550" height="300"/>
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<separator colspan="4"/>
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<group col="4" colspan="4">
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<label string="" colspan="2"/>
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<button string="_Cancel" icon="gtk-cancel" special="cancel" />
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<button name="action_merge" type="object"
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string="_Merge" icon="gtk-ok" />
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</group>
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</form>
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</field>
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</record>
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<!-- Merge Opportunities action -->
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<record model="ir.actions.act_window" id="merge_opportunity_act">
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<field name="name">Merge Opportunities</field>
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<field name="res_model">crm.merge.opportunity</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="merge_opportunity_form"/>
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<field name="target">new</field>
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</record>
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<!-- This will also come in Leads Form as Lead and Opportunity are same object-->
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<!-- <record id="merge_opportunity_act_value" model="ir.values">
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<field name="model_id" ref="model_crm_lead" />
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<field name="object" eval="1" />
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<field name="name">Merge Opportunities</field>
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<field name="key2">client_action_multi</field>
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<field name="value" eval="'ir.actions.act_window,' + str(ref('merge_opportunity_act'))"/>
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<field name="key">action</field>
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<field name="model">crm.lead</field>
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</record> -->
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</data>
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</openerp>
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