odoo/addons/crm/wizard/crm_merge_opportunities.py

246 lines
12 KiB
Python

##############################################################################
#
# 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_merge_opportunity(osv.osv_memory):
"""Merge two Opportunities"""
_name = 'crm.merge.opportunity'
_description = 'Merge two Opportunities'
def _get_first_not_null_id(self, attr, ops, oldest):
if hasattr(oldest, attr) and getattr(oldest, attr):
return getattr(oldest, attr).id
for op in ops:
if hasattr(op, attr) and getattr(op, attr):
return getattr(op, attr).id
return False
def _get_first_not_null(self, attr, ops, oldest):
if hasattr(oldest, attr) and getattr(oldest, attr):
return getattr(oldest, attr)
for op in ops:
if hasattr(op, attr) and getattr(op, attr):
return getattr(op, attr)
return False
def _concat_all(self, attr, ops):
return ', '.join([getattr(op, attr) for op in ops if hasattr(op, attr) and getattr(op, attr)])
def get_attachments(self, cr, uid, id, context=None):
attach_obj = self.pool.get('ir.attachment')
attach_ids = attach_obj.search(cr, uid, [('res_model' , '=', 'crm.lead'), ('res_id', '=', id)])
return attach_ids
def set_attachements_res_id(self, cr, uid, op_id, attach_ids, context=None):
attach_obj = self.pool.get('ir.attachment')
attach_obj.write(cr, uid, attach_ids, {'res_id' : op_id})
def find_oldest(self, cr, uid, op_ids, context=None):
if not context:
context = {}
ids = [op_id.id for op_id in op_ids]
if context.get('convert'):
ids = list(set(ids) - set(context.get('lead_ids', False)) )
lead_obj = self.pool.get('crm.lead')
op_id = lead_obj.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
if not op_id:
return False
opps = lead_obj.browse(cr, uid, [op_id[0]], context=context)
return opps[0]
def _update_data(self, op_ids, oldest_opp):
data = {
'partner_id': self._get_first_not_null_id('partner_id', op_ids, oldest_opp), # !!
'title': self._get_first_not_null_id('title', op_ids, oldest_opp),
'name' : self._get_first_not_null('name', op_ids, oldest_opp), #not lost
'categ_id' : self._get_first_not_null_id('categ_id', op_ids, oldest_opp), # !!
'channel_id' : self._get_first_not_null_id('channel_id', op_ids, oldest_opp), # !!
'city' : self._get_first_not_null('city', op_ids, oldest_opp), # !!
'company_id' : self._get_first_not_null_id('company_id', op_ids, oldest_opp), #!!
'contact_name' : self._get_first_not_null('contact_name', op_ids, oldest_opp), #not lost
'country_id' : self._get_first_not_null_id('country_id', op_ids, oldest_opp), #!!
'partner_address_id' : self._get_first_not_null_id('partner_address_id', op_ids, oldest_opp), #!!
'type_id' : self._get_first_not_null_id('type_id', op_ids, oldest_opp), #!!
'user_id' : self._get_first_not_null_id('user_id', op_ids, oldest_opp), #!!
'section_id' : self._get_first_not_null_id('section_id', op_ids, oldest_opp), #!!
'state_id' : self._get_first_not_null_id('state_id', op_ids, oldest_opp),
'description' : self._concat_all('description', op_ids), #not lost
'email' : self._get_first_not_null('email', op_ids, oldest_opp), # !!
'fax' : self._get_first_not_null('fax', op_ids, oldest_opp),
'mobile' : self._get_first_not_null('mobile', op_ids, oldest_opp),
'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
'phone' : self._get_first_not_null('phone', op_ids, oldest_opp),
'probability' : self._get_first_not_null('probability', op_ids, oldest_opp),
'planned_revenue' : self._get_first_not_null('planned_revenue', op_ids, oldest_opp),
'street' : self._get_first_not_null('street', op_ids, oldest_opp),
'street2' : self._get_first_not_null('street2', op_ids, oldest_opp),
'zip' : self._get_first_not_null('zip', op_ids, oldest_opp),
'state' : 'open',
'create_date' : self._get_first_not_null('create_date', op_ids, oldest_opp),
'date_action_last': self._get_first_not_null('date_action_last', op_ids, oldest_opp),
'date_action_next': self._get_first_not_null('date_action_next', op_ids, oldest_opp),
'email_from' : self._get_first_not_null('email_from', op_ids, oldest_opp),
'email_cc' : self._get_first_not_null('email_cc', op_ids, oldest_opp),
'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
}
return data
def merge(self, cr, uid, op_ids, context=None):
"""
:param opp_ids: list of opportunities ids to merge
"""
opp_obj = self.pool.get('crm.lead')
message_obj = self.pool.get('mail.message')
lead_ids = context and context.get('lead_ids', []) or []
if len(op_ids) <= 1:
raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
opportunities = opp_obj.browse(cr, uid, lead_ids, context=context)
opportunities_list = list(set(op_ids) - set(opportunities))
oldest_opp = self.find_oldest(cr, uid, op_ids, context=context)
if opportunities :
first_opportunity = opportunities[0]
tail_opportunities = opportunities_list
else:
first_opportunity = opportunities_list[0]
tail_opportunities = opportunities_list[1:]
data = self._update_data(op_ids, oldest_opp)
#copy message into the first opportunity + merge attachement
for opp in tail_opportunities + [first_opportunity]:
attach_ids = self.get_attachments(cr, uid, opp, context=context)
self.set_attachements_res_id(cr, uid, first_opportunity.id, attach_ids)
for mail_msg in opp.message_ids:
message_obj.write(cr, uid, mail_msg.id, {'res_id': first_opportunity.id, 'subject' : _("From %s : %s") % (opp.name, mail_msg.subject) }, context=context)
#Notification about loss of information
details = []
subject = ['Merged opportunities :']
for opp in op_ids:
subject.append(opp.name)
details.append(_('Merged Opportunity: %s\n Partner: %s\n Stage: %s\n Section: %s\n Salesman: %s\n Category: %s\n Channel: %s\n Company: %s\n Contact name: %s\n Email: %s\n Phone number: %s\n Fax: %s\n Mobile: %s\n State: %s\n Description: %s\n Probability: %s\n Planned revennue: %s\n Country: %s\n City: %s\n Street: %s\n Street 2: %s\n Zip 2: %s') % ( opp.name, opp.partner_id.name or '',
opp.stage_id.name or '',
opp.section_id.name or '',
opp.user_id.name or '',
opp.categ_id.name or '',
opp.channel_id.name or '',
opp.company_id.name or '',
opp.contact_name or '',
opp.email_from or '',
opp.phone or '',
opp.fax or '',
opp.mobile or '',
opp.state_id.name or '',
opp.description or '',
opp.probability or '',
opp.planned_revenue or '',
opp.country_id.name or '',
opp.city or '',
opp.street or '',
opp.street2 or '',
opp.zip or '',
))
subject = subject[0] + ", ".join(subject[1:])
details = "\n\n".join(details)
opp_obj.message_append(cr, uid, [first_opportunity], subject, body_text=details)
#data.update({'message_ids' : [(6, 0 ,self._concat_o2m('message_ids', op_ids))]})
opp_obj.write(cr, uid, [first_opportunity.id], data)
unlink_ids = map(lambda x: x.id, tail_opportunities)
opp_obj.unlink(cr, uid, unlink_ids, context=context)
models_data = self.pool.get('ir.model.data')
# Get Opportunity views
opportunity_view_form = models_data._get_id(
cr, uid, 'crm', 'crm_case_form_view_oppor')
opportunity_view_tree = models_data._get_id(
cr, uid, 'crm', 'crm_case_tree_view_oppor')
if opportunity_view_form:
opportunity_view_form = models_data.browse(
cr, uid, opportunity_view_form, context=context).res_id
if opportunity_view_tree:
opportunity_view_tree = models_data.browse(
cr, uid, opportunity_view_tree, context=context).res_id
return {
'name': _('Opportunity'),
'view_type': 'form',
'view_mode': 'tree, form',
'res_model': 'crm.lead',
'domain': [('type', '=', 'opportunity')],
'res_id': int(first_opportunity.id),
'view_id': False,
'views': [(opportunity_view_form, 'form'),
(opportunity_view_tree, 'tree'),
(False, 'calendar'), (False, 'graph')],
'type': 'ir.actions.act_window',
}
def action_merge(self, cr, uid, ids, context=None):
obj_opportunity = self.browse(cr, uid, ids[0], context=context)
op_ids = obj_opportunity.opportunity_ids
self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [op_ids[0].id])]}, context=context)
context['lead_ids'] = [op_ids[0].id]
return self.merge(cr, uid, op_ids, context)
_columns = {
'opportunity_ids' : fields.many2many('crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id', 'Opportunities', domain=[('type', '=', 'opportunity')]),
}
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 users 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_ids = context and context.get('active_ids', False) or False
res = super(crm_merge_opportunity, self).default_get(cr, uid, fields, context=context)
if record_ids:
opp_ids = []
opps = self.pool.get('crm.lead').browse(cr, uid, record_ids, context=context)
for opp in opps:
if opp.state not in ('done', 'cancel'):
opp_ids.append(opp.id)
if 'opportunity_ids' in fields:
res.update({'opportunity_ids': opp_ids})
return res
crm_merge_opportunity()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: