320 lines
14 KiB
Python
320 lines
14 KiB
Python
# -*- 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 mx.DateTime import now
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from osv import osv, fields
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from tools.translate import _
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class crm_lead2opportunity(osv.osv_memory):
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_name = 'crm.lead2opportunity'
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_description = 'Lead To Opportunity'
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def action_cancel(self, cr, uid, ids, context=None):
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"""
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Closes Lead To Opportunity form
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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 Lead to Partner's IDs
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@param context: A standard dictionary for contextual values
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"""
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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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"""
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This converts lead to opportunity and opens Opportunity view
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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 Lead 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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value = {}
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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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lead_obj = self.pool.get('crm.lead')
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opp_obj = self. pool.get('crm.opportunity')
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data_obj = self.pool.get('ir.model.data')
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history_obj = self.pool.get('crm.case.history')
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model_obj = self.pool.get('ir.model')
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# Get Opportunity views
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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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lead = lead_obj.browse(cr, uid, record_id, context=context)
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model_ids = model_obj.search(cr, uid, [('model', '=', 'crm.opportunity')])
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for this in self.browse(cr, uid, ids, context=context):
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new_opportunity_id = opp_obj.create(cr, uid, {
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'name': this.name,
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'referred': this.referred,
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'planned_revenue': this.planned_revenue,
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'probability': this.probability,
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'partner_id': lead.partner_id and lead.partner_id.id or False ,
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'section_id': lead.section_id and lead.section_id.id or False,
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'description': lead.description or False,
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'date_deadline': lead.date_deadline or False,
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'partner_address_id': lead.partner_address_id and \
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lead.partner_address_id.id or False ,
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'priority': lead.priority,
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'phone': lead.phone,
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'email_from': lead.email_from
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})
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new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
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vals = {
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'partner_id': this.partner_id and this.partner_id.id or False,
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}
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if not lead.opportunity_id:
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vals.update({'opportunity_id' : new_opportunity.id})
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lead_obj.write(cr, uid, [lead.id], vals)
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lead_obj.case_close(cr, uid, [lead.id])
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# Copy lead history to opportunity
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for his_id in lead.history_line:
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history_ids = history_obj.copy(cr, uid, his_id.id, \
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{'model_id': model_ids[0], \
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'res_id': new_opportunity_id})
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opp_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 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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lead_obj = self.pool.get('crm.lead')
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for lead in lead_obj.browse(cr, uid, context.get('active_ids', [])):
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if lead.state in ['done', 'cancel']:
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raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \
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Leads Could not convert into Opportunity"))
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if lead.state != 'open':
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raise osv.except_osv(_('Warning !'), _('Lead should be in \
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\'Open\' state before converting to Opportunity.'))
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return False
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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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lead_obj = self.pool.get('crm.lead')
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rec_ids = context and context.get('active_ids', [])
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partner_id = context.get('partner_id', False)
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data = context and context.get('active_ids', []) or []
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res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
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for lead in lead_obj.browse(cr, uid, data, context=context):
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if 'name' in fields:
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res.update({'name': lead.partner_name})
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if 'partner_id' in fields:
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res.update({'partner_id': partner_id and partner_id[0] or False})
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return res
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crm_lead2opportunity()
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class crm_lead2opportunity_partner(osv.osv_memory):
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_name = 'crm.lead2opportunity.partner'
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_description = 'Lead To Opportunity Partner'
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_inherit = 'crm.lead2partner'
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_columns = {
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'partner_id': fields.many2one('res.partner', 'Partner'),
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'action': fields.selection([('exist', 'Link to an existing partner'), ('create', 'Create a new partner')], 'Action'),
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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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lead_obj = self.pool.get('crm.lead')
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partner_obj = self.pool.get('res.partner')
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contact_obj = self.pool.get('res.partner.address')
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rec_ids = context and context.get('active_ids', [])
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partner_id = False
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data = context and context.get('active_ids', []) or []
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res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
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for lead in lead_obj.browse(cr, uid, data, context=context):
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partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
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if not partner_ids and lead.email_from:
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address_ids = contact_obj.search(cr, uid, [('email', '=', lead.email_from)])
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if address_ids:
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addresses = contact_obj.browse(cr, uid, address_ids)
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partner_ids = addresses and [addresses[0].partner_id.id] or False
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partner_id = partner_ids and partner_ids[0] or False
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if 'partner_id' in fields:
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res.update({'partner_id': partner_id})
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if 'action' in fields:
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res.update({'action': partner_id and 'exist' or 'create'})
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return res
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def make_partner(self, cr, uid, ids, context=None):
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"""
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This function Makes partner based on action.
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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 Lead to Partner's IDs
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@param context: A standard dictionary for contextual values
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@return : Dictionary value for created Partner form.
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"""
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if not context:
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context = {}
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partner_ids = self._create_partner(cr, uid, ids, context)
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mod_obj = self.pool.get('ir.model.data')
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result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
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res = mod_obj.read(cr, uid, result, ['res_id'])
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value = {}
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data_obj = self.pool.get('ir.model.data')
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
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view_id = False
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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context.update({'partner_id': partner_ids})
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value = {
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'name': _('Create Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity',
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'view_id': False,
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'context': context,
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'views': [(view_id, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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return value
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def action_skip(self, cr, uid, ids, context=None):
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"""
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This skips partner creation
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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 Lead to Opportunity IDs
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@param context: A standard dictionary for contextual values
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@return : Dictionary value for Opportunity form
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"""
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value = {}
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data_obj = self.pool.get('ir.model.data')
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
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view_id = False
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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context.update({'partner_id': False})
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value = {
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'name': _('Create Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity',
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'view_id': False,
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'context': context,
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'views': [(view_id, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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}
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return value
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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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lead_obj = self.pool.get('crm.lead')
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for lead in lead_obj.browse(cr, uid, context.get('active_ids', [])):
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if lead.state in ['done', 'cancel']:
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raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \
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Leads Could not convert into Opportunity"))
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if lead.state != 'open':
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raise osv.except_osv(_('Warning !'), _('Lead should be in \
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\'Open\' state before converting to Opportunity.'))
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return False
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crm_lead2opportunity_partner()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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