[REF]: crm: * Improvement in lead, opportunity wizard
* Improved code quality * Put proper docstring bzr revid: rpa@tinyerp.com-20100317125711-z59f06w4x8fdefl1
This commit is contained in:
parent
de233b8fe1
commit
bd9e9ef507
|
@ -66,7 +66,7 @@ between mails and Open ERP.""",
|
|||
'wizard/crm_phonecall2phonecall.xml',
|
||||
'wizard/phonecall2meeting.xml',
|
||||
'wizard/phonecall2partner_view.xml',
|
||||
'wizard/phonecall2opportunity.xml',
|
||||
'wizard/crm_phonecall_to_opportunity_view.xml',
|
||||
'wizard/crm_opportunity_to_meeting_view.xml',
|
||||
'wizard/crm_opportunity_to_phonecall_view.xml',
|
||||
'crm_wizard.xml',
|
||||
|
|
|
@ -86,7 +86,7 @@
|
|||
icon="gtk-index" type="action"
|
||||
attrs="{'invisible':[('opportunity_id','!=',False)]}" />
|
||||
<label colspan="6" string=""/>
|
||||
<button string="Schedule Call Other"
|
||||
<button string="Schedule Other Call"
|
||||
icon="gtk-redo"
|
||||
name="%(phonecall_to_phonecall_act)d"
|
||||
type="action" />
|
||||
|
|
|
@ -34,7 +34,7 @@ import crm_opportunity_to_phonecall
|
|||
import crm_phonecall2phonecall
|
||||
import phonecall2partner
|
||||
import phonecall2meeting
|
||||
import phonecall_to_opportunity
|
||||
import crm_phonecall_to_opportunity
|
||||
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
|
@ -65,34 +65,35 @@ class crm_lead2opportunity(osv.osv_memory):
|
|||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
for this in self.browse(cr, uid, ids, context=context):
|
||||
|
||||
lead = lead_obj.browse(cr, uid, record_id, context=context)
|
||||
new_opportunity_id = opp_obj.create(cr, uid, {
|
||||
'name': this.name,
|
||||
'planned_revenue': this.planned_revenue,
|
||||
'probability': this.probability,
|
||||
'partner_id': lead.partner_id and lead.partner_id.id or False ,
|
||||
'section_id': lead.section_id and lead.section_id.id or False,
|
||||
'description': lead.description or False,
|
||||
'date_deadline': lead.date_deadline or False,
|
||||
'partner_address_id': lead.partner_address_id and \
|
||||
lead.partner_address_id.id or False ,
|
||||
'priority': lead.priority,
|
||||
'phone': lead.phone,
|
||||
'email_from': lead.email_from
|
||||
})
|
||||
|
||||
new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
|
||||
vals = {
|
||||
'partner_id': this.partner_id and this.partner_id.id or False,
|
||||
}
|
||||
if not lead.opportunity_id:
|
||||
vals.update({'opportunity_id' : new_opportunity.id})
|
||||
|
||||
lead_obj.write(cr, uid, [lead.id], vals)
|
||||
lead_obj.case_close(cr, uid, [lead.id])
|
||||
opp_obj.case_open(cr, uid, [new_opportunity_id])
|
||||
for this in self.browse(cr, uid, ids, context=context):
|
||||
new_opportunity_id = opp_obj.create(cr, uid, {
|
||||
'name': this.name,
|
||||
'planned_revenue': this.planned_revenue,
|
||||
'probability': this.probability,
|
||||
'partner_id': lead.partner_id and lead.partner_id.id or False ,
|
||||
'section_id': lead.section_id and lead.section_id.id or False,
|
||||
'description': lead.description or False,
|
||||
'date_deadline': lead.date_deadline or False,
|
||||
'partner_address_id': lead.partner_address_id and \
|
||||
lead.partner_address_id.id or False ,
|
||||
'priority': lead.priority,
|
||||
'phone': lead.phone,
|
||||
'email_from': lead.email_from
|
||||
})
|
||||
|
||||
new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
|
||||
vals = {
|
||||
'partner_id': this.partner_id and this.partner_id.id or False,
|
||||
}
|
||||
if not lead.opportunity_id:
|
||||
vals.update({'opportunity_id' : new_opportunity.id})
|
||||
|
||||
lead_obj.write(cr, uid, [lead.id], vals)
|
||||
lead_obj.case_close(cr, uid, [lead.id])
|
||||
opp_obj.case_open(cr, uid, [new_opportunity_id])
|
||||
|
||||
value = {
|
||||
'name': _('Opportunity'),
|
||||
|
|
|
@ -68,7 +68,6 @@ class crm_opportunity2meeting(osv.osv_memory):
|
|||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
for this in self.browse(cr, uid, ids, context=context):
|
||||
opp = opp_obj.browse(cr, uid, record_id, context=context)
|
||||
context = {
|
||||
'default_opportunity_id': opp.id,
|
||||
|
|
|
@ -23,6 +23,8 @@ from osv import osv, fields
|
|||
from tools.translate import _
|
||||
|
||||
class crm_opportunity2phonecall(osv.osv_memory):
|
||||
"""Converts Opportunity to Phonecall"""
|
||||
|
||||
_name = 'crm.opportunity2phonecall'
|
||||
_description = 'Opportunity to Phonecall'
|
||||
|
||||
|
@ -85,8 +87,11 @@ class crm_opportunity2phonecall(osv.osv_memory):
|
|||
result = mod_obj._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
|
||||
res = mod_obj.read(cr, uid, result, ['res_id'])
|
||||
|
||||
# Select the view
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
categ_id = mod_obj._get_id(cr, uid, 'crm', 'categ_phone1')
|
||||
categ_id = data_obj.browse(cr, uid, categ_id, context=context).res_id
|
||||
|
||||
# Select the view
|
||||
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_tree_view')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_form_view')
|
||||
if id2:
|
||||
|
@ -100,7 +105,7 @@ class crm_opportunity2phonecall(osv.osv_memory):
|
|||
'name' : opp.name,
|
||||
'case_id' : opp.id ,
|
||||
'user_id' : this.user_id and this.user_id.id or False,
|
||||
'categ_id' : opp.categ_id and opp.categ_id.id or False,
|
||||
'categ_id' : categ_id,
|
||||
'description' : opp.description or False,
|
||||
'date' : this.date,
|
||||
'section_id' : opp.section_id and opp.section_id.id or False,
|
||||
|
|
|
@ -1,88 +1,131 @@
|
|||
# -*- encoding: utf-8 -*-
|
||||
############################################################################################
|
||||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
|
||||
# Copyright (C) 2008-2009 AJM Technologies S.A. (<http://www.ajm.lu). All Rights Reserved
|
||||
# $Id$
|
||||
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU General Public License as published by
|
||||
# the Free Software Foundation, either version 3 of the License, or
|
||||
# (at your option) any later version.
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 of the
|
||||
# License, or (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU General Public License for more details.
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU General Public License
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
############################################################################################
|
||||
############################################################################################
|
||||
##############################################################################
|
||||
|
||||
from osv import osv, fields
|
||||
import netsvc
|
||||
import time
|
||||
import tools
|
||||
import mx.DateTime
|
||||
from tools import config
|
||||
from tools.translate import _
|
||||
import tools
|
||||
|
||||
class crm_phonecall2phonecall(osv.osv_memory):
|
||||
""" Converts Phonecall to Phonecall"""
|
||||
|
||||
_name = 'crm.phonecall2phonecall'
|
||||
_description = 'Phonecall To Phonecall'
|
||||
|
||||
def action_cancel(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
Closes Phonecall to Phonecall form
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Phonecall to Phonecall's IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
"""
|
||||
return {'type':'ir.actions.act_window_close'}
|
||||
|
||||
def action_apply(self, cr, uid, ids, context=None):
|
||||
this = self.browse(cr, uid, ids)[0]
|
||||
values={}
|
||||
record_id = context and context.get('record_id', False) or False
|
||||
"""
|
||||
This converts Phonecall to Phonecall and opens Phonecall view
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Phonecall to Phonecall IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary value for created Opportunity form
|
||||
"""
|
||||
res = {}
|
||||
record_id = context and context.get('active_id', False) or False
|
||||
phonecall_obj = self.pool.get('crm.phonecall')
|
||||
|
||||
if record_id:
|
||||
for case in self.pool.get('crm.phonecall').browse(cr, uid, [record_id], context=context):
|
||||
values['name']=this.name
|
||||
values['user_id']=this.user_id and this.user_id.id
|
||||
values['categ_id']=case.categ_id and case.categ_id.id or False
|
||||
values['section_id']=case.section_id and case.section_id.id
|
||||
values['description']=case.description or ''
|
||||
values['partner_id']=case.partner_id.id
|
||||
values['partner_address_id']=case.partner_address_id.id
|
||||
values['partner_mobile']=case.partner_mobile or False
|
||||
values['priority']=case.priority
|
||||
values['partner_phone']=case.partner_phone or False
|
||||
values['date']=this.date
|
||||
phonecall_proxy = self.pool.get('crm.phonecall')
|
||||
phonecall_id = phonecall_proxy.create(cr, uid, values, context=context)
|
||||
value = {
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
|
||||
# Get Phonecall views
|
||||
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
|
||||
res = data_obj.read(cr, uid, result, ['res_id'])
|
||||
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_form_view')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_tree_view')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
phonecall = phonecall_obj.browse(cr, uid, record_id, context=context)
|
||||
|
||||
for this in self.browse(cr, uid, ids, context=context):
|
||||
values = {
|
||||
'name': this.name,
|
||||
'user_id': this.user_id and this.user_id.id,
|
||||
'categ_id': phonecall.categ_id and phonecall.categ_id.id or False,
|
||||
'section_id': phonecall.section_id and phonecall.section_id.id,
|
||||
'description': phonecall.description or '',
|
||||
'partner_id': phonecall.partner_id.id,
|
||||
'partner_address_id': phonecall.partner_address_id.id,
|
||||
'partner_mobile': phonecall.partner_mobile or False,
|
||||
'priority': phonecall.priority,
|
||||
'partner_phone': phonecall.partner_phone or False,
|
||||
'date': this.date
|
||||
}
|
||||
phonecall_id = phonecall_obj.create(cr, uid, values, context=context)
|
||||
print phonecall_id
|
||||
res = {
|
||||
'name': _('Phone Call'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form',
|
||||
'res_model': 'crm.phonecall',
|
||||
'view_id': False,
|
||||
'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'res_id': phonecall_id
|
||||
}
|
||||
return value
|
||||
return res
|
||||
|
||||
_columns = {
|
||||
'name' : fields.char('Call summary', size=64, required=True, select=1),
|
||||
'user_id' : fields.many2one('res.users',"Assign To"),
|
||||
'date': fields.datetime('Date'),
|
||||
'section_id':fields.many2one('crm.case.section','Sales Team'),
|
||||
|
||||
}
|
||||
'name' : fields.char('Call summary', size=64, required=True, select=1),
|
||||
'user_id' : fields.many2one('res.users',"Assign To"),
|
||||
'date': fields.datetime('Date'),
|
||||
'section_id':fields.many2one('crm.case.section','Sales Team'),
|
||||
}
|
||||
|
||||
def default_get(self, cr, uid, fields, context=None):
|
||||
record_id = context and context.get('record_id', False) or False
|
||||
res = super(crm_phonecall2phonecall, self).default_get(cr, uid, fields, context=context)
|
||||
"""
|
||||
This function gets default values
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : default values of fields.
|
||||
"""
|
||||
record_id = context and context.get('active_id', False) or False
|
||||
if record_id:
|
||||
phonecall_id = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
|
||||
res['name']=phonecall_id.name
|
||||
res['user_id']=phonecall_id.user_id and phonecall_id.user_id.id or False
|
||||
res['date']=phonecall_id.date
|
||||
res['section_id']=phonecall_id.section_id and phonecall_id.section_id.id or False
|
||||
phonecall = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
|
||||
res = {
|
||||
'name': phonecall.name,
|
||||
'user_id': phonecall.user_id and phonecall.user_id.id or False,
|
||||
'date': phonecall.date,
|
||||
'section_id': phonecall.section_id and phonecall.section_id.id or False
|
||||
}
|
||||
return res
|
||||
crm_phonecall2phonecall()
|
||||
|
||||
crm_phonecall2phonecall()
|
||||
|
||||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||
|
|
|
@ -1,23 +1,31 @@
|
|||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
<!-- Phonecall to Phonecall view -->
|
||||
|
||||
<record model="ir.ui.view" id="phonecall_to_phonecall_view">
|
||||
<field name="name">crm.phonecall2phonecall.form</field>
|
||||
<field name="model">crm.phonecall2phonecall</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Schedule Other Call" col="2">
|
||||
<form string="Schedule Other Call">
|
||||
<field name="name"/>
|
||||
<field name="user_id" />
|
||||
<field name="date" string="Planned Date"/>
|
||||
<field name="section_id"/>
|
||||
<group colspan="2" col="2" >
|
||||
<separator string=" " colspan="4"/>
|
||||
<group colspan="4" col="3" >
|
||||
<label string=" " />
|
||||
<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
|
||||
<button name="action_apply" type="object" string="_Apply" icon="gtk-apply" />
|
||||
<button name="action_apply" type="object" string="_Schedule" icon="gtk-go-forward" />
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Phonecall to Phonecall action -->
|
||||
|
||||
<record model="ir.actions.act_window" id="phonecall_to_phonecall_act">
|
||||
<field name="name">Schedule Other Call</field>
|
||||
<field name="res_model">crm.phonecall2phonecall</field>
|
||||
|
@ -25,7 +33,7 @@
|
|||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="phonecall_to_phonecall_view"/>
|
||||
<field name="target">new</field>
|
||||
<field name="context">{'record_id' : active_id}</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
|
@ -0,0 +1,135 @@
|
|||
# -*- coding: utf-8 -*-
|
||||
##############################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 of the
|
||||
# License, or (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
##############################################################################
|
||||
|
||||
from osv import osv, fields
|
||||
from tools.translate import _
|
||||
|
||||
class crm_phonecall2opportunity(osv.osv_memory):
|
||||
""" Converts Phonecall to Opportunity"""
|
||||
|
||||
_name = 'crm.phonecall2opportunity'
|
||||
_description = 'Phonecall To Opportunity'
|
||||
|
||||
def action_cancel(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
Closes Phonecall to Opportunity form
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Phonecall to Opportunity's IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
"""
|
||||
|
||||
return {'type':'ir.actions.act_window_close'}
|
||||
|
||||
def action_apply(self, cr, uid, ids, context=None):
|
||||
"""
|
||||
This converts Phonecall to Opportunity and opens Phonecall view
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param ids: List of Phonecall to Opportunity IDs
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : Dictionary value for created Opportunity form
|
||||
"""
|
||||
record_id = context and context.get('active_id', False) or False
|
||||
if record_id:
|
||||
opp_obj = self.pool.get('crm.opportunity')
|
||||
phonecall_obj = self.pool.get('crm.phonecall')
|
||||
case = phonecall_obj.browse(cr, uid, record_id, context=context)
|
||||
|
||||
if case.state in ['done', 'cancel']:
|
||||
raise osv.except_osv(_("Warning"), _("Closed/Cancelled Phone \
|
||||
Call Could not convert into Opportunity"))
|
||||
else:
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
|
||||
res = data_obj.read(cr, uid, result, ['res_id'])
|
||||
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
|
||||
for this in self.browse(cr, uid, ids, context=context):
|
||||
new_opportunity_id = opp_obj.create(cr, uid, {
|
||||
'name': this.name,
|
||||
'planned_revenue': this.planned_revenue,
|
||||
'probability': this.probability,
|
||||
'partner_id': this.partner_id and this.partner_id.id or False,
|
||||
'section_id': case.section_id and case.section_id.id or False,
|
||||
'description': case.description or False,
|
||||
'phonecall_id': case.id,
|
||||
'priority': case.priority,
|
||||
'phone': case.partner_phone or False,
|
||||
})
|
||||
new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
|
||||
vals = {
|
||||
'partner_id': this.partner_id.id,
|
||||
'opportunity_id' : new_opportunity_id,
|
||||
}
|
||||
phonecall_obj.write(cr, uid, [case.id], vals)
|
||||
phonecall_obj.case_close(cr, uid, [case.id])
|
||||
opp_obj.case_open(cr, uid, [new_opportunity_id])
|
||||
|
||||
value = {
|
||||
'name': _('Opportunity'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'crm.opportunity',
|
||||
'res_id': int(new_opportunity_id),
|
||||
'view_id': False,
|
||||
'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id']
|
||||
}
|
||||
return value
|
||||
|
||||
_columns = {
|
||||
'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
|
||||
'probability': fields.float('Success Probability'),
|
||||
'planned_revenue': fields.float('Expected Revenue'),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner'),
|
||||
}
|
||||
|
||||
def default_get(self, cr, uid, fields, context=None):
|
||||
"""
|
||||
This function gets default values
|
||||
@param self: The object pointer
|
||||
@param cr: the current row, from the database cursor,
|
||||
@param uid: the current user’s ID for security checks,
|
||||
@param fields: List of fields for default value
|
||||
@param context: A standard dictionary for contextual values
|
||||
|
||||
@return : default values of fields.
|
||||
"""
|
||||
record_id = context and context.get('active_id', False) or False
|
||||
if record_id:
|
||||
phonecall = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
|
||||
res = {
|
||||
'name': phonecall.name,
|
||||
'partner_id': phonecall.partner_id and phonecall.partner_id.id or False
|
||||
}
|
||||
return res
|
||||
|
||||
crm_phonecall2opportunity()
|
|
@ -1,24 +1,32 @@
|
|||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
|
||||
<!-- Phonecall to Opportunity view -->
|
||||
|
||||
<record model="ir.ui.view" id="phonecall2opportunity_view">
|
||||
<field name="name">crm.phonecall2opportunity.form</field>
|
||||
<field name="model">crm.phonecall2opportunity</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Convert To Opportunity " col="2">
|
||||
<form string="Convert To Opportunity ">
|
||||
<field name="name"/>
|
||||
<field name="partner_id" />
|
||||
<newline/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="probability"/>
|
||||
<group colspan="2" col="2" >
|
||||
<separator string=" " colspan="4"/>
|
||||
<group colspan="4" col="3" >
|
||||
<label string=" " />
|
||||
<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
|
||||
<button name="action_apply" type="object" string="_Apply" icon="gtk-apply" />
|
||||
<button name="action_apply" type="object" string="_Convert" icon="gtk-convert" />
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Phonecall to Opportunity action -->
|
||||
|
||||
<record model="ir.actions.act_window" id="phonecall2opportunity_act">
|
||||
<field name="name">Convert To Opportunity</field>
|
||||
<field name="res_model">crm.phonecall2opportunity</field>
|
||||
|
@ -26,7 +34,7 @@
|
|||
<field name="view_mode">form</field>
|
||||
<field name="view_id" ref="phonecall2opportunity_view"/>
|
||||
<field name="target">new</field>
|
||||
<field name="context">{'record_id' : active_id}</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
|
@ -1,107 +0,0 @@
|
|||
# -*- encoding: utf-8 -*-
|
||||
############################################################################################
|
||||
#
|
||||
# OpenERP, Open Source Management Solution
|
||||
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
|
||||
# Copyright (C) 2008-2009 AJM Technologies S.A. (<http://www.ajm.lu). All Rights Reserved
|
||||
# $Id$
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU General Public License as published by
|
||||
# the Free Software Foundation, either version 3 of the License, or
|
||||
# (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
||||
############################################################################################
|
||||
############################################################################################
|
||||
|
||||
from osv import osv, fields
|
||||
import netsvc
|
||||
import time
|
||||
import tools
|
||||
import mx.DateTime
|
||||
from tools import config
|
||||
from tools.translate import _
|
||||
import tools
|
||||
|
||||
class crm_phonecall2opportunity(osv.osv_memory):
|
||||
_name = 'crm.phonecall2opportunity'
|
||||
_description = 'Phonecall To Opportunity'
|
||||
|
||||
def action_cancel(self, cr, uid, ids, context=None):
|
||||
return {'type':'ir.actions.act_window_close'}
|
||||
|
||||
def action_apply(self, cr, uid, ids, context=None):
|
||||
this = self.browse(cr, uid, ids[0], context=context)
|
||||
record_id = context and context.get('record_id', False) or False
|
||||
if record_id:
|
||||
for case in self.pool.get('crm.phonecall').browse(cr, uid, [record_id], context=context):
|
||||
if case.state in ['done', 'cancel']:
|
||||
raise osv.except_osv(_("Warning"),
|
||||
_("Closed/Cancelled Phone Call Could not convert into Opportunity"))
|
||||
else:
|
||||
data_obj = self.pool.get('ir.model.data')
|
||||
result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
|
||||
res = data_obj.read(cr, uid, result, ['res_id'])
|
||||
id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
|
||||
id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
|
||||
if id2:
|
||||
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
|
||||
if id3:
|
||||
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
|
||||
opportunity_case_obj = self.pool.get('crm.opportunity')
|
||||
phonecall_case_obj = self.pool.get('crm.phonecall')
|
||||
|
||||
new_opportunity_id = opportunity_case_obj.create(cr, uid, {
|
||||
'name': this.name,
|
||||
'planned_revenue': this.planned_revenue,
|
||||
'probability': this.probability,
|
||||
'partner_id': this.partner_id and this.partner_id.id or False,
|
||||
'section_id': case.section_id and case.section_id.id or False,
|
||||
'description': case.description or False,
|
||||
'phonecall_id': case.id,
|
||||
'priority': case.priority,
|
||||
'phone': case.partner_phone or False,
|
||||
})
|
||||
new_opportunity = opportunity_case_obj.browse(cr, uid, new_opportunity_id)
|
||||
vals = {
|
||||
'partner_id': this.partner_id.id,
|
||||
'opportunity_id' : new_opportunity_id,
|
||||
}
|
||||
phonecall_case_obj.write(cr, uid, [case.id], vals)
|
||||
phonecall_case_obj.case_close(cr, uid, [case.id])
|
||||
phonecall_case_obj.case_open(cr, uid, [new_opportunity_id])
|
||||
value = {
|
||||
'name': _('Opportunity'),
|
||||
'view_type': 'form',
|
||||
'view_mode': 'form,tree',
|
||||
'res_model': 'crm.opportunity',
|
||||
'res_id': int(new_opportunity_id),
|
||||
'view_id': False,
|
||||
'views': [(id2,'form'),(id3,'tree'),(False,'calendar'),(False,'graph')],
|
||||
'type': 'ir.actions.act_window',
|
||||
'search_view_id': res['res_id']
|
||||
}
|
||||
return value
|
||||
_columns = {
|
||||
'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
|
||||
'probability': fields.float('Success Probability'),
|
||||
'planned_revenue': fields.float('Expected Revenue'),
|
||||
'partner_id': fields.many2one('res.partner', 'Partner'),
|
||||
}
|
||||
def default_get(self, cr, uid, fields, context=None):
|
||||
record_id = context and context.get('record_id', False) or False
|
||||
res = super(crm_phonecall2opportunity, self).default_get(cr, uid, fields, context=context)
|
||||
if record_id:
|
||||
phonecall_id = self.pool.get('crm.phonecall').browse(cr, uid, record_id, context=context)
|
||||
res['name']=phonecall_id.name
|
||||
res['partner_id']=phonecall_id.partner_id and phonecall_id.partner_id.id
|
||||
return res
|
||||
crm_phonecall2opportunity()
|
Loading…
Reference in New Issue