diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index 640f6d32d56..7f4d5030de4 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -46,7 +46,7 @@ + + + + + """ + + case_fields = { + 'close': {'type':'boolean', 'string':'Close Lead'} + } + + partner_form = """ + + + + + + + + + """ + + partner_fields = { + 'action': {'type':'selection', + 'selection':[('exist','Link to an existing partner'),('create','Create a new partner')], + 'string':'Action', 'required':True, 'default': lambda *a:'exist'}, + 'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'}, + } + + def _selectPartner(self, cr, uid, data, context): + pool = pooler.get_pool(cr.dbname) + case_obj = pool.get('crm.lead') + partner_obj = pool.get('res.partner') + contact_obj = pool.get('res.partner.address') + for case in case_obj.browse(cr, uid, data['ids']): + if case.partner_id: + raise wizard.except_wizard(_('Warning !'), + _('A partner is already defined on this lead.')) + + partner_ids = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)]) + if not partner_ids and case.email_from: + address_ids = contact_obj.search(cr, uid, [('email', '=', case.email_from)]) + if address_ids: + addresses = contact_obj.browse(cr, uid, address_ids) + partner_ids = addresses and [addresses[0].partner_id.id] or False + + partner_id = partner_ids and partner_ids[0] or False + vals = {'partner_id': partner_id} + if not partner_id: + vals['action'] = 'create' + return vals + + def _create_partner(self, cr, uid, data, context): + pool = pooler.get_pool(cr.dbname) + case_obj = pool.get('crm.lead') + partner_obj = pool.get('res.partner') + contact_obj = pool.get('res.partner.address') + partner_ids = [] + partner_id = False + contact_id = False + for case in case_obj.browse(cr, uid, data['ids']): + if data['form']['action'] == 'create': + partner_id = partner_obj.create(cr, uid, { + 'name': case.partner_name or case.name, + 'user_id': case.user_id.id, + 'comment': case.description, + }) + contact_id = contact_obj.create(cr, uid, { + 'partner_id': partner_id, + 'name': case.name, + 'phone': case.phone, + 'mobile': case.mobile, + 'email': case.email_from, + 'fax': case.fax, + 'title': case.title, + 'function': case.function and case.function.id or False, + 'street': case.street, + 'street2': case.street2, + 'zip': case.zip, + 'city': case.city, + 'country_id': case.country_id and case.country_id.id or False, + 'state_id': case.state_id and case.state_id.id or False, + }) + + else: + if data['form']['partner_id']: + partner = partner_obj.browse(cr,uid,data['form']['partner_id']) + partner_id = partner.id + contact_id = partner.address and partner.address[0].id + + partner_ids.append(partner_id) + vals = {} + if partner_id: + vals.update({'partner_id': partner_id}) + if contact_id: + vals.update({'partner_address_id': contact_id}) + case_obj.write(cr, uid, [case.id], vals) + return partner_ids + + def _make_partner(self, cr, uid, data, context): + pool = pooler.get_pool(cr.dbname) + partner_ids = self._create_partner(cr, uid, data, context) + mod_obj = pool.get('ir.model.data') + result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter') + res = mod_obj.read(cr, uid, result, ['res_id']) + value = { + 'domain': "[]", + 'view_type': 'form', + 'view_mode': 'form,tree', + 'res_model': 'res.partner', + 'res_id': partner_ids and int(partner_ids[0]) or False, + 'view_id': False, + 'type': 'ir.actions.act_window', + 'search_view_id': res['res_id'] + } + return value + + states = { + 'init': { + 'actions': [_selectPartner], + 'result': {'type': 'form', 'arch': case_form, 'fields': case_fields, + 'state' : [('end', 'Cancel', 'gtk-cancel'),('create_partner', 'Create Partner', 'gtk-go-forward')]} + }, + 'create_partner': { + 'actions': [], + 'result': {'type': 'form', 'arch': partner_form, 'fields': partner_fields, + 'state' : [('end', 'Cancel', 'gtk-cancel'),('create', 'Continue', 'gtk-go-forward')]} + }, + 'create': { + 'actions': [], + 'result': {'type': 'action', 'action': _make_partner, 'state': 'end'} + } + } + +partner_create('crm.lead.partner_create') + + +class lead2opportunity(partner_create): + + case_form = """ + + + + + + + """ + + case_fields = { + 'name': {'type':'char', 'size':64, 'string':'Opportunity Summary', 'required':True}, + 'planned_revenue': {'type':'float', 'digits':(16,2), 'string': 'Expected Revenue'}, + 'probability': {'type':'float', 'digits':(16,2), 'string': 'Success Probability'}, + 'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'}, + } + + def _check_state(self, cr, uid, data, context): + pool = pooler.get_pool(cr.dbname) + case_obj = pool.get('crm.lead') + for case in case_obj.browse(cr, uid, data['ids']): + if case.state != 'open': + raise wizard.except_wizard(_('Warning !'), + _('Lead should be in \'Open\' state before converting to Opportunity.')) + return {} + + def _selectopportunity(self, cr, uid, data, context): + pool = pooler.get_pool(cr.dbname) + case_obj = pool.get('crm.lead') + case = case_obj.browse(cr, uid, data['id']) + return {'name': case.name, 'partner_id':case.partner_id and case.partner_id.id or False} + + def _selectChoice(self, cr, uid, data, context): + pool = pooler.get_pool(cr.dbname) + case_obj = pool.get('crm.lead') + for case in case_obj.browse(cr, uid, data['ids']): + if not case.partner_id: + return 'create_partner' + return 'opportunity' + + def _makeOrder(self, cr, uid, data, context): + pool = pooler.get_pool(cr.dbname) + data_obj = 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 + + lead_case_obj = pool.get('crm.lead') + opportunity_case_obj = pool.get('crm.opportunity') + for lead in lead_case_obj.browse(cr, uid, data['ids']): + new_opportunity_id = opportunity_case_obj.create(cr, uid, { + 'name': data['form']['name'], + 'planned_revenue': data['form']['planned_revenue'], + 'probability': data['form']['probability'], + 'partner_id': data['form']['partner_id'], + 'section_id':lead.section_id.id, + 'description':lead.description, + 'date_deadline': lead.date_deadline, + 'partner_address_id':lead.partner_address_id.id, + 'priority': lead.priority, + 'phone': lead.phone, + 'email_from': lead.email_from + }) + + new_opportunity = opportunity_case_obj.browse(cr, uid, new_opportunity_id) + + vals = { + 'partner_id': data['form']['partner_id'], + } + if not lead.opportunity_id: + vals.update({'opportunity_id' : new_opportunity.id}) + + lead_case_obj.write(cr, uid, [lead.id], vals) + lead_case_obj.case_close(cr, uid, [lead.id]) + opportunity_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 + + def _makePartner(self, cr, uid, data, context): + partner_ids = self._create_partner(cr, uid, data, context) + return {} + + states = { + 'init': { + 'actions': [_check_state], + 'result': {'type':'choice','next_state':_selectChoice} + }, + 'create_partner': { + 'actions': [partner_create._selectPartner], + 'result': {'type': 'form', 'arch': partner_create.partner_form, 'fields': partner_create.partner_fields, + 'state' : [('end', 'Cancel', 'gtk-cancel'),('opportunity', 'Skip', 'gtk-goto-last'), ('create', 'Continue', 'gtk-go-forward')]} + }, + 'create': { + 'actions': [], + 'result': {'type': 'action', 'action': _makePartner, 'state':'opportunity' } + }, + 'opportunity': { + 'actions': [_selectopportunity], + 'result': {'type': 'form', 'arch': case_form, 'fields': case_fields, + 'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Opportunity', 'gtk-go-forward')]} + }, + 'confirm': { + 'actions': [], + 'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'} + } + } + +lead2opportunity('crm.lead.opportunity_set') class crm_lead2opportunity(osv.osv_memory): _name = 'crm.lead2opportunity' diff --git a/addons/crm/wizard/crm_lead_to_opportunity_view.xml b/addons/crm/wizard/crm_lead_to_opportunity_view.xml index ac559c070a9..f76b54a91b9 100644 --- a/addons/crm/wizard/crm_lead_to_opportunity_view.xml +++ b/addons/crm/wizard/crm_lead_to_opportunity_view.xml @@ -1,6 +1,33 @@ - + + + + + + + crm.opportunity2meeting.form + crm.opportunity2meeting + form + + + + + + + + + + +