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[IMP]: crm: Improvement for contact name, Convert to Partner and Create partner 

bzr revid: rpa@tinyerp.com-20100920070707-esfbui7owilrwwfe
This commit is contained in:
rpa (Open ERP) 2010-09-20 12:37:07 +05:30
parent 22f10c8d5b
commit ff4535b42c
4 changed files with 12 additions and 8 deletions
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1
addons/crm/crm_lead.py
View File

@ -125,6 +125,7 @@ class crm_lead(crm_case, osv.osv):
'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.lead')]"),
'contact_name': fields.char('Contact Name', size=64),
'partner_name': fields.char("Partner Name", size=64),
'optin': fields.boolean('Opt-In'),
'optout': fields.boolean('Opt-Out'),

13
addons/crm/crm_lead_view.xml
View File

@ -55,7 +55,7 @@
<field name="arch" type="xml">
<form string="Leads Form">
<group colspan="4" col="7">
<field name="name" required="1" string="Contact Name"/>
<field name="name" required="1" string="Subject"/>
<field name="priority"/>
<field name="categ_id"
widget="selection"
@ -83,9 +83,12 @@
</group>
<notebook colspan="4">
<page string="Lead">
<group colspan="4" col="2">
<field name="partner_name" string="Partner Name" />
</group>
<group colspan="2" col="4">
<separator string="Contact" colspan="4" col="4"/>
<field name="partner_name" string="Partner Name" colspan="4"/>
<field name="contact_name" colspan="4"/>
<newline/>
<field domain="[('domain', '=', 'contact')]" name="title"/>
<field name="function" />
@ -232,8 +235,8 @@
<tree string="Leads" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
<field name="date_deadline" invisible="1"/>
<field name="create_date"/>
<field name="name" string="Contact Name"/>
<field name="partner_name"/>
<field name="name" string="Subject"/>
<field name="contact_name"/>
<field name="country_id" invisible="context.get('invisible_country', True)" />
<field name="email_from"/>
<field name="phone"/>
@ -313,7 +316,7 @@
domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
/>
<separator orientation="vertical"/>
<field name="name"/>
<field name="name" string="Subject"/>
<field name="partner_name"/>
<field name="email_from"/>
<field name="user_id">

2
addons/crm/wizard/crm_lead_to_opportunity.py
View File

@ -149,7 +149,7 @@ Leads Could not convert into Opportunity"))
res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
for lead in lead_obj.browse(cr, uid, data, context=context):
if 'name' in fields:
res.update({'name': lead.partner_name})
res.update({'name': lead.name})
if 'partner_id' in fields:
res.update({'partner_id': lead.partner_id.id or False})
return res

4
addons/crm/wizard/crm_lead_to_partner.py
View File

@ -143,13 +143,13 @@ class crm_lead2partner(osv.osv_memory):
for lead in lead_obj.browse(cr, uid, rec_ids):
if data.action == 'create':
partner_id = partner_obj.create(cr, uid, {
'name': lead.partner_name or lead.name,
'name': lead.partner_name or lead.contact_name or lead.name,
'user_id': lead.user_id.id,
'comment': lead.description,
})
contact_id = contact_obj.create(cr, uid, {
'partner_id': partner_id,
'name': lead.name,
'name': lead.contact_name,
'phone': lead.phone,
'mobile': lead.mobile,
'email': lead.email_from,