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[ADD]: Add Employee data, improvement in opportunity, leads.

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bzr revid: atp@tinyerp.com-20110324134624-elr8vo7y2jukypr2
This commit is contained in:
Atul Patel (OpenERP)
2011-03-24 19:16:24 +05:30
parent ed1066bd88
commit 592cb50255
2 changed files with 101 additions and 12 deletions
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addons/import_sugarcrm/import_sugarcrm.py
+100 -12
View File
@@ -139,6 +139,21 @@ def get_lead_status(surgar_obj, cr, uid, sugar_val,context=None):
stage_id = stage.id
return stage_id
def get_lead_state(surgar_obj, cr, uid, sugar_val,context=None):
if not context:
context = {}
state = ''
state_dict = {'status': #field in the sugarcrm database
{ #Mapping of sugarcrm stage : openerp opportunity stage
'New' : 'draft',
'Assigned':'open',
'In Progress': 'open',
'Recycled': 'cancel',
'Dead': 'done'
},}
state = state_dict['status'].get(sugar_val['status'], '')
return state
def get_opportunity_status(surgar_obj, cr, uid, sugar_val,context=None):
if not context:
context = {}
@@ -207,7 +222,28 @@ def get_shipping_address(sugar_obj,cr, uid, val, map_partner_address, context=No
new_address_id = address_obj.create(cr,uid, dict_val)
return new_address_id
def get_user_address(sugar_obj, cr, uid, val, context=None):
address_obj = sugar_obj.pool.get('res.partner.address')
map_user_address = {
'name': ['first_name', 'last_name'],
'city': 'address_city',
# 'country_id.id': 'id(address_country)',
# 'state_id.id': 'id(address_state)',
'street': 'address_street',
'zip': 'address_postalcode',
}
address_ids = address_obj.search(cr, uid, [('name', '=',val.get('first_name') +''+ val.get('last_name'))])
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_user_address)
dict_val = dict(zip(fields,datas))
if address_ids:
address_obj.write(cr, uid, address_ids, dict_val)
else:
new_address_id = address_obj.create(cr,uid, dict_val)
return new_address_id
def get_address(sugar_obj, cr, uid, val, context=None):
map_partner_address={}
address_id=[]
@@ -235,7 +271,7 @@ def get_address(sugar_obj, cr, uid, val, context=None):
def import_partners(sugar_obj, cr, uid, context=None):
if not context:
context = {}
map_lead = {
map_partner = {
'id': 'id',
'name': 'name',
'website': 'website',
@@ -265,9 +301,48 @@ def import_partners(sugar_obj, cr, uid, context=None):
val['customer'] = True
else:
val['supplier'] = True
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_lead)
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_partner)
partner_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', context=context)
def import_resources(sugar_obj, cr, uid, context=None):
if not context:
context = {}
map_resource = {'id' : 'user_hash',
'name': ['first_name', 'last_name'],
}
resource_obj = sugar_obj.pool.get('resource.resource')
PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
sugar_data = sugar.search(PortType, sessionid, 'Employees')
for val in sugar_data:
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_resource)
resource_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', context=context)
def import_employees(sugar_obj, cr, uid, context=None):
if not context:
context = {}
map_employee = {'id' : 'user_hash',
'name': ['first_name', 'last_name'],
'work_phone': 'phone_work',
'mobile_phone': 'phone_mobile',
'user_id/name': ['first_name', 'last_name'],
#'resource_id/id': 'resource_id/id',
'address_home_id/.id': 'address_home_id/.id',
'notes': 'description',
#TODO: Creation of Employee create problem.
# 'coach_id/id': 'reports_to_id',
# 'job_id': 'job_id'
}
employee_obj = sugar_obj.pool.get('hr.employee')
PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
sugar_data = sugar.search(PortType, sessionid, 'Employees')
for val in sugar_data:
address_id = get_user_address(sugar_obj, cr, uid, val, context)
val['address_home_id/.id'] = address_id
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_employee)
employee_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', context=context)
def import_leads(sugar_obj, cr, uid, context=None):
if not context:
@@ -277,7 +352,7 @@ def import_leads(sugar_obj, cr, uid, context=None):
'name': ['first_name', 'last_name'],
'contact_name': ['first_name', 'last_name'],
'description': 'description',
'partner_name': ['first_name', 'last_name'],
'partner_name': 'account_name',
'email_from': 'email1',
'phone': 'phone_work',
'mobile': 'phone_mobile',
@@ -288,6 +363,7 @@ def import_leads(sugar_obj, cr, uid, context=None):
'user_id/id' : 'assigned_user_id',
'stage_id.id' : 'stage_id.id',
'type' : 'type',
'state': 'state',
}
lead_obj = sugar_obj.pool.get('crm.lead')
@@ -297,6 +373,7 @@ def import_leads(sugar_obj, cr, uid, context=None):
val['type'] = 'lead'
stage_id = get_lead_status(sugar_obj, cr, uid, val, context)
val['stage_id.id'] = stage_id
val['state'] = get_lead_state(sugar_obj, cr, uid, val,context)
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_lead)
lead_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', context=context)
@@ -306,6 +383,9 @@ def import_opportunities(sugar_obj, cr, uid, context=None):
map_opportunity = {'id' : 'id',
'name': 'name',
'probability': 'probability',
'partner_id/name': 'account_name',
'title_action': 'next_step',
'partner_address_id/name': 'account_name',
'planned_revenue': 'amount_usdollar',
'date_deadline':'date_closed',
'user_id/id' : 'assigned_user_id',
@@ -323,11 +403,11 @@ def import_opportunities(sugar_obj, cr, uid, context=None):
lead_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', context=context)
MAP_FIELDS = {'Opportunities': #Object Mapping name
{'dependencies' : ['Users'], #Object to import before this table
{'dependencies' : ['Users', 'Accounts'], #Object to import before this table
'process' : import_opportunities,
},
'Leads':
{'dependencies' : ['Users'], #Object to import before this table
{'dependencies' : ['Users', 'Accounts', 'Contacts'], #Object to import before this table
'process' : import_leads,
},
'Contacts':
@@ -343,10 +423,14 @@ MAP_FIELDS = {'Opportunities': #Object Mapping name
{'dependencies' : [],
'process' : import_users,
},
# 'Users_Addresses':
# {'dependencies' : [],
# 'process' : import_users_addresses,
# },
'Employees':
{'dependencies' : ['Resources'],
'process' : import_employees,
},
'Resources':
{'dependencies' : ['Users'],
'process' : import_resources,
},
}
class import_sugarcrm(osv.osv):
@@ -361,6 +445,7 @@ class import_sugarcrm(osv.osv):
'user': fields.boolean('User', help="If Users is checked, SugarCRM Users data imported in openerp crm-Opportunity form"),
'contact': fields.boolean('Contacts', help="If Contacts is checked, SugarCRM Contacts data imported in openerp partner address form"),
'account': fields.boolean('Accounts', help="If Accounts is checked, SugarCRM Accounts data imported in openerp partner form"),
'employee': fields.boolean('Employee', help="If Employees is checked, SugarCRM Employees data imported in openerp partner employee form"),
'username': fields.char('User Name', size=64),
'password': fields.char('Password', size=24),
}
@@ -369,7 +454,8 @@ class import_sugarcrm(osv.osv):
'opportunity': True,
'user' : True,
'contact' : True,
'account' : True,
'account' : True,
'employee' : True,
}
def get_key(self, cr, uid, ids, context=None):
@@ -387,7 +473,9 @@ class import_sugarcrm(osv.osv):
if current.contact:
key_list.append('Contacts')
if current.account:
key_list.append('Accounts')
key_list.append('Accounts')
if current.employee:
key_list.append('Employees')
return key_list
addons/import_sugarcrm/import_sugarcrm_view.xml
+1
View File
@@ -16,6 +16,7 @@
<field name="user" />
<field name= "contact" />
<field name= "account" />
<field name= "employee" />
<field name="username" invisible="1"/>
<field name="password" invisible="1"/>
</group>