[IMP]: crm: Converting lead to opportunity wizard will prompt for option that will either convert to opportunity or merge with existing opportunity

bzr revid: rpa@tinyerp.com-20100729111522-jcds5mrqcgmxx8ci

addons/crm/crm_lead.py

@@ -236,12 +236,13 @@ class crm_lead(osv.osv, crm_case):
         context.update({'active_ids': ids})
 
         data_obj = self.pool.get('ir.model.data')
-        data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
+        data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_action')
         value = {}
 
         view_id = False
         if data_id:
             view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
+
         for case in self.browse(cr, uid, ids):
             context.update({'active_id': case.id})
             if not case.partner_id:
@@ -267,7 +268,7 @@ class crm_lead(osv.osv, crm_case):
                         'name': _('Create Opportunity'),
                         'view_type': 'form',
                         'view_mode': 'form,tree',
-                        'res_model': 'crm.lead2opportunity',
+                        'res_model': 'crm.lead2opportunity.action',
                         'view_id': False,
                         'context': context,
                         'views': [(view_id, 'form')],

addons/crm/crm_opportunity_view.xml

@@ -35,7 +35,7 @@
                             <field name="date_action"/>
                             <field name="title_action"/>
                             <field name="priority" string="Priority"/>
-                            <button string="Merge with Other Opportunity"
+                            <button string="Merge with other Opportunity"
                                 name="%(merge_opportunity_act)d" icon="gtk-add" type="action" />
                             <newline/>
                             <field name="type" invisible="1"/>

addons/crm/wizard/crm_lead_to_opportunity.py

@@ -222,7 +222,7 @@ class crm_lead2opportunity_partner(osv.osv_memory):
         res = mod_obj.read(cr, uid, result, ['res_id'])
         value = {}
         data_obj = self.pool.get('ir.model.data')
-        data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
+        data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_action')
         view_id = False
         if data_id:
             view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
@@ -232,7 +232,7 @@ class crm_lead2opportunity_partner(osv.osv_memory):
             'name': _('Create Opportunity'), 
             'view_type': 'form', 
             'view_mode': 'form,tree', 
-            'res_model': 'crm.lead2opportunity', 
+            'res_model': 'crm.lead2opportunity.action', 
             'view_id': False, 
             'context': context, 
             'views': [(view_id, 'form')], 
@@ -297,5 +297,68 @@ Leads Could not convert into Opportunity"))
 
 crm_lead2opportunity_partner()
 
+class crm_lead2opportunity_action(osv.osv_memory):
+    '''
+    Merge with Existing Opportunity or Convert to Opportunity
+    '''
+    _name = 'crm.lead2opportunity.action'
+    _description = 'Convert/Merge Opportunity'
+    
+    _columns = {
+        'name': fields.selection([('convert', 'Convert to Opportunity'), ('merge', 'Merge with existing Opportunity')],'Select Action', required=True),
+        
+    }
+
+    _defaults = {
+        'name': 'convert',
+        }
+
+    def do_action(self, cr, uid, ids, context=None):
+        """
+        This function opens form according to selected Action
+        @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 Lead to Opportunity IDs
+        @param context: A standard dictionary for contextual values
+        @return : Dictionary value for Opportunity form
+        """
+        value = {}
+        data_obj = self.pool.get('ir.model.data')
+        view_id = False
+        for this in self.browse(cr, uid, ids, context=context):
+            if this.name == 'convert':
+                data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
+                if data_id:
+                    view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
+                value = {
+                        'name': _('Create Opportunity'), 
+                        'view_type': 'form', 
+                        'view_mode': 'form,tree', 
+                        'res_model': 'crm.lead2opportunity', 
+                        'view_id': False, 
+                        'context': context, 
+                        'views': [(view_id, 'form')], 
+                        'type': 'ir.actions.act_window', 
+                        'target': 'new', 
+                    }
+            elif this.name == 'merge':
+                data_id = data_obj._get_id(cr, uid, 'crm', 'merge_opportunity_form')
+                if data_id:
+                    view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
+                value = {
+                        'name': _('Merge with Existing Opportunity'), 
+                        'view_type': 'form', 
+                        'view_mode': 'form,tree', 
+                        'res_model': 'crm.merge.opportunity', 
+                        'view_id': False, 
+                        'context': context, 
+                        'views': [(view_id, 'form')], 
+                        'type': 'ir.actions.act_window', 
+                        'target': 'new', 
+                    }
+        return value
+
+crm_lead2opportunity_action()
 
 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

addons/crm/wizard/crm_lead_to_opportunity_view.xml

@@ -3,7 +3,7 @@
 
         <!-- Lead to Opportunity view -->
 
-          <record id="view_crm_lead2opportunity_create" model="ir.ui.view">
+      <record id="view_crm_lead2opportunity_create" model="ir.ui.view">
           <field name="name">crm.lead2opportunity.create</field>
           <field name="model">crm.lead2opportunity</field>
           <field name="type">form</field>
@@ -61,5 +61,25 @@
           </field>
        </record> 
 
+    <record id="view_crm_lead2opportunity_action" model="ir.ui.view">
+          <field name="name">crm.lead2opportunity.action.form</field>
+          <field name="model">crm.lead2opportunity.action</field>
+          <field name="type">form</field>
+          <field name="arch" type="xml">
+               <form string="Select Action">
+               <separator string="Select Action" colspan="4" />
+                <label string="If you select Merge with existing Opportunity, the lead details(with the communication history) will be merged with existing Opportunity of Selected partner." colspan="4"/>
+                <newline/>
+                <field name="name" colspan="4"/>
+                <separator colspan="4" />
+                <group col="4" colspan="4">
+                    <label colspan="2"/>
+                    <button special="cancel" string="Cancel" icon="gtk-cancel"/>
+                    <button name="do_action" string="Next" type="object" icon="gtk-go-forward"/>
+                </group>
+            </form>
+          </field>
+       </record> 
+
      </data>
 </openerp>

addons/crm/wizard/crm_merge_opportunities.py

@@ -42,8 +42,6 @@ class crm_merge_opportunity(osv.osv_memory):
         if record_id:
             opp_obj = self.pool.get('crm.lead')
             opp = opp_obj.browse(cr, uid, record_id, context=context)
-            if opp.type != 'opportunity':
-                raise osv.except_osv(_('Warning!'), _('Can only perform this Operation for "Opportunities".'))
             if not opp.partner_id:
                 raise osv.except_osv(_('Warning!'), _('Opportunity must have Partner assigned before merging with other Opportunity.'))
             #Search for Opportunity for the same partner