From de9d384bae8a9d3597186125cf32175f8d7e0d46 Mon Sep 17 00:00:00 2001
From: "uco (OpenERP)" <uco@tinyerp.co.in>
Date: Mon, 8 Mar 2010 14:11:53 +0530
Subject: [PATCH] [ADD] crm: Added a wizard to create a partner from crm lead.

bzr revid: uco@tinyerp.co.in-20100308084153-h8f1uj2t0evdj3et
---
 addons/crm/__terp__.py                     |   3 +-
 addons/crm/crm_lead_view.xml               |   2 +-
 addons/crm/crm_lead_wizard.xml             |  14 +-
 addons/crm/wizard/__init__.py              |   2 +
 addons/crm/wizard/lead_to_partner.py       | 142 +++++++++++++++++++++
 addons/crm/wizard/lead_to_partner_view.xml |  67 ++++++++++
 6 files changed, 221 insertions(+), 9 deletions(-)
 create mode 100644 addons/crm/wizard/lead_to_partner.py
 create mode 100644 addons/crm/wizard/lead_to_partner_view.xml

diff --git a/addons/crm/__terp__.py b/addons/crm/__terp__.py
index 7a248005578..0189cc11b2c 100644
--- a/addons/crm/__terp__.py
+++ b/addons/crm/__terp__.py
@@ -61,7 +61,8 @@ between mails and Open ERP.""",
     ], 
 
     'update_xml': [
-        'wizard/crm_phonecall2phonecall.xml',           
+        'wizard/crm_phonecall2phonecall.xml',
+        'wizard/lead_to_partner_view.xml',           
         'crm_wizard.xml', 
         'crm_view.xml',
          
diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml
index 61763ce41ce..e9a8b555220 100644
--- a/addons/crm/crm_lead_view.xml
+++ b/addons/crm/crm_lead_view.xml
@@ -90,7 +90,7 @@
                         <separator string="Links" colspan="4" col="3"/>
                         <field name="partner_id"/>
                         <button
-                            name="%(wizard_crm_lead_partner_create)d" 
+                            name="%(action_crm_lead2partner_create)d" 
                             icon="gtk-index" type="action"
                             string="Create"
                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
diff --git a/addons/crm/crm_lead_wizard.xml b/addons/crm/crm_lead_wizard.xml
index 6ce8750ac08..b04d98a23b3 100644
--- a/addons/crm/crm_lead_wizard.xml
+++ b/addons/crm/crm_lead_wizard.xml
@@ -2,13 +2,13 @@
 <openerp>
     <data>
 
-        <wizard
-            id="wizard_crm_lead_partner_create"
-            keyword="client_action_multi"
-            model="crm.lead"
-            name="crm.lead.partner_create"
-            multi="True"
-            string="Create Partner"/>
+<!--        <wizard-->
+<!--            id="wizard_crm_lead_partner_create"-->
+<!--            keyword="client_action_multi"-->
+<!--            model="crm.lead"-->
+<!--            name="crm.lead.partner_create"-->
+<!--            multi="True"-->
+<!--            string="Create Partner"/>-->
 
         <wizard
             id="wizard_crm_lead_opportunity_set"
diff --git a/addons/crm/wizard/__init__.py b/addons/crm/wizard/__init__.py
index 73c4596a145..56330ebfd72 100644
--- a/addons/crm/wizard/__init__.py
+++ b/addons/crm/wizard/__init__.py
@@ -28,6 +28,8 @@ import wizard_crm_new_send_email
 import wizard_history_event
 import crm_phonecall2phonecall
 
+import lead_to_partner
+
 
 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 
diff --git a/addons/crm/wizard/lead_to_partner.py b/addons/crm/wizard/lead_to_partner.py
new file mode 100644
index 00000000000..ad42ee951c7
--- /dev/null
+++ b/addons/crm/wizard/lead_to_partner.py
@@ -0,0 +1,142 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#    
+#    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 mx.DateTime import now
+
+from osv import osv, fields
+import netsvc
+import ir
+import pooler
+from tools.translate import _
+
+class crm_lead2partner(osv.osv_memory):
+    _name = 'crm.lead2partner'
+    _description = 'Lead to Partner'
+    
+    _columns = {
+        'action': fields.selection([('exist','Link to an existing partner'),('create','Create a new partner')],'Action',required=True),
+        'partner_id': fields.many2one('res.partner','Partner'), 
+    }
+    _defaults = {
+        'action': lambda *a:'exist',
+    }
+    
+    def create_partner(self, cr, uid, ids, context):
+        view_obj = self.pool.get('ir.ui.view')
+        view_id = view_obj.search(cr,uid,[('model','=','crm.lead2partner'),('name','=','crm.lead2partner.view')])
+        return {
+            'view_mode': 'form',
+            'view_type': 'form',
+            'view_id': view_id or False,
+            'res_model': 'crm.lead2partner',
+            'type': 'ir.actions.act_window',
+            'target': 'new',
+        }
+        
+    def selectPartner(self, cr, uid, ids, context):
+        case_obj = self.pool.get('crm.lead')
+        partner_obj = self.pool.get('res.partner')
+        contact_obj = self.pool.get('res.partner.address')
+        rec_ids = context and context.get('record_ids',False)
+        for case in case_obj.browse(cr, uid, rec_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
+        if not partner_id:
+            value = self._make_partner(cr, uid, ids, context)           
+        return value or {}
+
+    def _create_partner(self, cr, uid, ids, context):
+        case_obj = self.pool.get('crm.lead')
+        partner_obj = self.pool.get('res.partner')
+        contact_obj = self.pool.get('res.partner.address')
+        datas = self.browse(cr, uid, ids)[0]
+        partner_ids = []
+        partner_id = False
+        contact_id = False
+        rec_ids = context and context.get('record_ids',False)
+        for case in case_obj.browse(cr, uid, rec_ids):
+            if datas.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 datas.partner_id:
+                    partner = partner_obj.browse(cr,uid,datas.partner_id.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, ids, context): 
+        partner_ids = self._create_partner(cr, uid, ids, context)
+        mod_obj = self.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
+    
+crm_lead2partner()
+
diff --git a/addons/crm/wizard/lead_to_partner_view.xml b/addons/crm/wizard/lead_to_partner_view.xml
new file mode 100644
index 00000000000..b11b90bb534
--- /dev/null
+++ b/addons/crm/wizard/lead_to_partner_view.xml
@@ -0,0 +1,67 @@
+<openerp>
+  	<data>
+  		<record id="view_crm_lead2partner_create" model="ir.ui.view">
+	      <field name="name">crm.lead2partner.view.create</field>
+	      <field name="model">crm.lead2partner</field>
+	      <field name="type">form</field>
+	      <field name="arch" type="xml">
+	      	<form string="Create a Partner">
+	      		<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
+        		<label string="You may have to verify that this partner does not exist already." colspan="4"/>
+	      		<group col="4" colspan="4">
+	      			<button special="cancel" string="Cancel" icon="gtk-cancel"/>
+	      			<button name="create_partner" string="Create Partner" type="object" icon="gtk-ok"/>
+	      		</group>
+	      	</form>
+	      </field>
+	   </record>
+	   <record id="action_crm_lead2partner_create" model="ir.actions.act_window">
+	      <field name="name">Create a Partner</field>
+	      <field name="type">ir.actions.act_window</field>
+	      <field name="res_model">crm.lead2partner</field>
+	      <field name="view_id" ref="view_crm_lead2partner_create"/>
+	      <field name="view_type">form</field>
+	      <field name="view_mode">form</field>
+	      <field name="target">new</field>
+	      <field name="context">{'record_ids' : active_ids}</field>
+	   </record>
+	   
+	   <record model="ir.values" id="values_crm_lead2partner_create">
+            <field name="model_id" ref="crm.model_crm_lead" />
+            <field name="object" eval="1" />
+            <field name="name">Create Partner</field>
+            <field name="key2">client_action_multi</field>
+            <field name="value" eval="'ir.actions.act_window,' + str(ref('action_crm_lead2partner_create'))" />
+            <field name="key">action</field>
+            <field name="model">crm.lead</field>
+        </record>
+	   
+	   <record id="view_crm_lead2partner" model="ir.ui.view">
+	      <field name="name">crm.lead2partner.view</field>
+	      <field name="model">crm.lead2partner</field>
+	      <field name="type">form</field>
+	      <field name="arch" type="xml">
+	      	<form string="Create a Partner">
+	      		<field name="action"/>
+	      		<group attrs="{'invisible':[('action','!=','exist')]}">
+		            <field name="partner_id"/>
+		        </group>
+	      		<group col="4" colspan="4">
+	      			<button special="cancel" string="Cancel" icon="gtk-cancel"/>
+	      			<button name="selectPartner" string="Continue" type="object" icon="gtk-ok"/>
+	      		</group>
+	      	</form>
+	      </field>
+	   </record>
+	   <record id="action_crm_lead2partner" model="ir.actions.act_window">
+	      <field name="name">Create a Partner</field>
+	      <field name="type">ir.actions.act_window</field>
+	      <field name="res_model">crm.lead2partner</field>
+	      <field name="view_id" ref="view_crm_lead2partner"/>
+	      <field name="view_type">form</field>
+	      <field name="view_mode">form</field>
+	      <field name="target">new</field>
+	      <field name="context">{'record_ids' : active_ids}</field>
+	   </record>
+ 	</data>
+</openerp>