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bzr revid: sbh@tinyerp.com-20110401122249-wdqc01ipjjk46g3x
This commit is contained in:
Bhumika (OpenERP)
2011-04-01 17:52:49 +05:30
parent 570238d95c ad56cb66f0
commit e10759f182
5 changed files with 183 additions and 111 deletions
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addons/import_sugarcrm/__openerp__.py
+2 -1
View File
@@ -23,7 +23,8 @@
'name': 'Import SugarCRM Data into OpenERP Module.',
'version': '1.0',
'category': 'Generic Modules',
'description': """This Module Import SugarCRM "Leads", "Opportunities", and "Users" Data into OpenERP Module.""",
'description': """This Module Import SugarCRM "Leads", "Opportunities", "Users", "Accounts",
"Contacts" and "Employees" Data into OpenERP Module.""",
'author': 'OpenERP SA',
'website': 'http://www.openerp.com',
'depends': ['crm', 'hr'],
addons/import_sugarcrm/import_sugarcrm.py
+159 -104
View File
@@ -22,7 +22,9 @@ from osv import fields, osv
from operator import itemgetter
import sugar
import sugarcrm_fields_mapping
from tools.translate import _
import pprint
import tools
pp = pprint.PrettyPrinter(indent=4)
def create_mapping(obj, cr, uid, res_model, open_id, sugar_id, context):
@@ -50,18 +52,35 @@ def get_all(sugar_obj, cr, uid, model, sugar_val, context=None):
key=itemgetter(1))
return output
def get_all_states(sugar_obj, cr, uid, sugar_val, context=None):
return get_all(sugar_obj,
def get_all_states(sugar_obj, cr, uid, sugar_val, country_id, context=None):
"""Get states or create new state"""
state_id = False
res_country_state_obj = sugar_obj.pool.get('res.country.state')
state = get_all(sugar_obj,
cr, uid, 'res.country.state', sugar_val, context=context)
def get_all_countries(sugar_obj, cr, uid, sugar_val, context=None):
return get_all(sugar_obj,
cr, uid, 'res.country', sugar_val, context=context)
if state:
state_id = state and state[0][0]
else:
state_id = res_country_state_obj.create(cr, uid, {'name': sugar_val, 'code': sugar_val, 'country_id': country_id})
return state_id
def get_all_countries(sugar_obj, cr, uid, sugar_country_val, context=None):
"""Get Country or Create new country"""
res_country_obj = sugar_obj.pool.get('res.country')
country_id = False
str = False
str = sugar_country_val[0:2]
country = get_all(sugar_obj,
cr, uid, 'res.country', sugar_country_val, context=context)
if country:
country_id = country and country[0][0]
else:
country_id = res_country_obj.create(cr, uid, {'name': sugar_country_val, 'code': str})
return country_id
def import_partner_address(sugar_obj, cr, uid, context=None):
if not context:
context = {}
res_country_obj = sugar_obj.pool.get('res.country')
map_partner_address = {
'id': 'id',
'name': ['first_name', 'last_name'],
@@ -79,23 +98,29 @@ def import_partner_address(sugar_obj, cr, uid, context=None):
PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
sugar_data = sugar.search(PortType, sessionid, 'Contacts')
for val in sugar_data:
str = val.get('primary_address_country')[0:2]
country = get_all_countries(sugar_obj, cr, uid, val.get('primary_address_country'), context)
if country:
country_id = country and country[0][0]
else:
country_id = res_country_obj.create(cr, uid, {'name': val.get('primary_address_country'), 'code': str})
state = get_all_states(sugar_obj,cr, uid, val.get('primary_address_state'), context)
country_id = get_all_countries(sugar_obj, cr, uid, val.get('primary_address_country'), context)
state = get_all_states(sugar_obj,cr, uid, val.get('primary_address_state'), country_id, context)
val['country_id/.id'] = country_id
val['state_id/.id'] = state and state[0][0] or False
val['state_id/.id'] = state
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_partner_address)
address_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', context=context)
def get_users_department(sugar_obj, cr, uid, val, context=None):
if not context:
context={}
department_id = False
department_obj = sugar_obj.pool.get('hr.department')
department_ids = department_obj.search(cr, uid, [('name', '=', val)])
if department_ids:
department_id = department_ids[0]
elif val:
department_id = department_obj.create(cr, uid, {'name': val})
return department_id
def import_users(sugar_obj, cr, uid, context=None):
if not context:
context = {}
department_id = False
map_user = {'id' : 'id',
'name': ['first_name', 'last_name'],
'login': 'user_name',
@@ -103,10 +128,9 @@ def import_users(sugar_obj, cr, uid, context=None):
'context_lang' : 'context_lang',
'password' : 'password',
'.id' : '.id',
'context_department_id': 'department'
'context_department_id.id': 'context_department_id.id',
}
user_obj = sugar_obj.pool.get('res.users')
department_obj = sugar_obj.pool.get('hr.department')
PortType,sessionid = sugar.login(context.get('username',''), context.get('password',''), context.get('url',''))
sugar_data = sugar.search(PortType,sessionid, 'Users')
for val in sugar_data:
@@ -115,9 +139,8 @@ def import_users(sugar_obj, cr, uid, context=None):
val['.id'] = str(user_ids[0])
else:
val['password'] = 'sugarcrm' #default password for all user
# cr.execute('SELECT * FROM users_signatures u LIMIT 0,1000')
new_department_id = department_obj.create(cr, uid, {'name': val.get('department')})
val['context_department_id'] = new_department_id
department_id = get_users_department(sugar_obj, cr, uid, val.get('department'), context=context)
val['context_department_id.id'] = department_id
val['context_lang'] = context.get('lang','en_US')
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_user)
#All data has to be imported separatly because they don't have the same field
@@ -145,7 +168,7 @@ def get_lead_status(surgar_obj, cr, uid, sugar_val,context=None):
def get_lead_state(surgar_obj, cr, uid, sugar_val,context=None):
if not context:
context = {}
state = ''
state = False
state_dict = {'status': #field in the sugarcrm database
{ #Mapping of sugarcrm stage : openerp opportunity stage
'New' : 'draft',
@@ -160,7 +183,7 @@ def get_lead_state(surgar_obj, cr, uid, sugar_val,context=None):
def get_opportunity_status(surgar_obj, cr, uid, sugar_val,context=None):
if not context:
context = {}
stage_id = ''
stage_id = False
stage_dict = { 'sales_stage':
{#Mapping of sugarcrm stage : openerp opportunity stage Mapping
'Need Analysis': 'New',
@@ -177,85 +200,60 @@ def get_opportunity_status(surgar_obj, cr, uid, sugar_val,context=None):
stage_id = stage.id
return stage_id
def get_billing_address(sugar_obj,cr, uid, val, map_partner_address, context=None):
fields=[]
datas=[]
address_obj = sugar_obj.pool.get('res.partner.address')
res_country_obj = sugar_obj.pool.get('res.country')
str = val.get('billing_address_country')[0:2]
map_partner_address.update({
'street': 'billing_address_street',
'zip': 'billing_address_postalcode',
'city': 'billing_address_city',
'country_id': 'country_id',
'type': 'type'
})
val['type'] = 'invoice'
country = get_all_countries(sugar_obj,cr, uid, val.get('billing_address_country'), context)
state = get_all_states(sugar_obj, cr, uid, val.get('billing_address_state'), context)
#Need to Fix bcz code create problem.
val['country_id'] = country and country[0][0] or res_country_obj.create(cr, uid, {'name': val.get('billing_address_country'), 'code': str}),
val['state_id'] = state and state[0][0] or False,
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_partner_address)
dict_val = dict(zip(fields,datas))
new_address_id = address_obj.create(cr,uid, dict_val)
return new_address_id
def get_shipping_address(sugar_obj,cr, uid, val, map_partner_address, context=None):
fields=[]
datas=[]
str = ''
address_obj = sugar_obj.pool.get('res.partner.address')
res_country_obj = sugar_obj.pool.get('res.country')
str = val.get('shipping_address_country')[0:2]
map_partner_address.update({
'street': 'shipping_address_street',
'zip': 'shipping_address_postalcode',
'city': 'shipping_address_city',
'country_id': 'country_id',
'type': 'type'
})
val['type'] = 'delivery'
country = get_all_countries(sugar_obj, cr, uid, val.get('shipping_address_country'), context)
state = get_all_states(sugar_obj, cr, uid, val.get('shipping_address_state'), context)
val['country_id'] = country and country[0][0] or res_country_obj.create(cr, uid, {'name': val.get('shipping_address_country'), 'code': str}),
val['state_id'] = state and state[0][0] or False,
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_partner_address)
dict_val = dict(zip(fields,datas))
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': 'address_country',
'state_id.id': 'address_state',
'country_id': 'country_id',
'state_id': 'state_id',
'street': 'address_street',
'zip': 'address_postalcode',
}
address_ids = address_obj.search(cr, uid, [('name', '=',val.get('first_name') +''+ val.get('last_name'))])
country_id = get_all_countries(sugar_obj, cr, uid, val.get('address_country'), context)
state_id = get_all_states(sugar_obj, cr, uid, val.get('address_state'), country_id, context)
val['country_id'] = country_id
val['state_id'] = state_id
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_type(sugar_obj, cr, uid, val, map_partner_address, type, context=None):
address_obj = sugar_obj.pool.get('res.partner.address')
res_country_obj = sugar_obj.pool.get('res.country')
new_address_id = False
if type == 'invoice':
type_address = 'billing'
else:
type_address = 'shipping'
map_partner_address.update({
'street': type_address + '_address_street',
'zip': type_address +'_address_postalcode',
'city': type_address +'_address_city',
'country_id': 'country_id',
'type': 'type',
})
val['type'] = type
country_id = get_all_countries(sugar_obj, cr, uid, val.get(type_address +'_address_country'), context)
state = get_all_states(sugar_obj, cr, uid, val.get(type_address +'_address_state'), country_id, context)
val['country_id'] = country_id
val['state_id'] = state
fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_partner_address)
#Convert To list into Dictionary(Key, val). value pair.
dict_val = dict(zip(fields,datas))
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=[]
fields=[]
datas=[]
address_obj = sugar_obj.pool.get('res.partner.address')
model_obj = sugar_obj.pool.get('ir.model.data')
address_ids = address_obj.search(cr, uid, [('name', '=',val.get('name')), ('type', 'in', ('invoice', 'delivery')), ('street', '=', val.get('billing_address_street'))])
if address_ids:
return address_ids
@@ -269,8 +267,11 @@ def get_address(sugar_obj, cr, uid, val, context=None):
'fax': 'phone_fax',
'type': 'type',
}
address_id.append(get_billing_address(sugar_obj,cr, uid, val, map_partner_address, context))
address_id.append(get_shipping_address(sugar_obj,cr, uid, val, map_partner_address, context))
if val.get('billing_address_street'):
address_id.append(get_address_type(sugar_obj, cr, uid, val, map_partner_address, 'invoice', context))
if val.get('shipping_address_street'):
address_id.append(get_address_type(sugar_obj, cr, uid, val, map_partner_address, 'delivery', context))
return address_id
def import_partners(sugar_obj, cr, uid, context=None):
@@ -283,27 +284,25 @@ def import_partners(sugar_obj, cr, uid, context=None):
'user_id/id': 'assigned_user_id',
'ref': 'sic_code',
'comment': ['description', 'employees', 'ownership', 'annual_revenue', 'rating', 'industry', 'ticker_symbol'],
'customer': False,
'supplier': False
'customer': 'customer',
'supplier': 'supplier',
}
partner_obj = sugar_obj.pool.get('res.partner')
address_obj = sugar_obj.pool.get('res.partner.address')
PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
sugar_data = sugar.search(PortType, sessionid, 'Accounts')
for val in sugar_data:
add_id = get_address(sugar_obj, cr, uid, val, context)
if val.get('account_type') in ('customer', 'prospect', 'other'):
val['customer'] = True
if val.get('account_type') in ('Customer', 'Prospect', 'Other'):
val['customer'] = '1'
else:
val['supplier'] = True
val['supplier'] = '1'
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)
for a in address_obj.browse(cr,uid,add_id):
data_id=partner_obj.search(cr,uid,[('name','like',a.name),('website','like',val.get('website'))])
for address in address_obj.browse(cr,uid,add_id):
data_id = partner_obj.search(cr,uid,[('name','like',address.name),('website','like',val.get('website'))])
if data_id:
address_obj.write(cr,uid,a.id,{'partner_id':data_id[0]})
address_obj.write(cr,uid,address.id,{'partner_id':data_id[0]})
return True
@@ -324,12 +323,13 @@ def import_resources(sugar_obj, cr, uid, context=None):
def import_employees(sugar_obj, cr, uid, context=None):
if not context:
context = {}
job_id = False
map_employee = {'id' : 'user_hash',
'resource_id/.id': 'resource_id/.id',
'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.
@@ -347,26 +347,46 @@ def import_employees(sugar_obj, cr, uid, context=None):
resource_id = sugar_obj.pool.get('ir.model.data').browse(cr, uid, model_ids)
if resource_id:
val['resource_id/.id'] = resource_id[0].res_id
new_job_id = job_obj.create(cr, uid, {'name': val.get('title')})
val['job_id/.id'] = new_job_id
job_ids = job_obj.search(cr, uid, [('name', '=', val.get('title'))])
if job_ids:
job_id = job_ids[0]
else:
job_id = job_obj.create(cr, uid, {'name': val.get('title')})
val['job_id/.id'] = job_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 get_contact_title(sugar_obj, cr, uid, salutation, domain, context=None):
if not context:
context = {}
contact_title_obj = sugar_obj.pool.get('res.partner.title')
title_id = False
title_ids = contact_title_obj.search(cr, uid, [('shortcut', '=', salutation), ('domain', '=', domain)])
if title_ids:
title_id = title_ids[0]
elif salutation:
title_id = contact_title_obj.create(cr, uid, {'name': salutation, 'shortcut': salutation, 'domain': domain})
return title_id
def import_leads(sugar_obj, cr, uid, context=None):
if not context:
context = {}
title_id = False
map_lead = {
'id' : 'id',
'name': ['first_name', 'last_name'],
'contact_name': ['first_name', 'last_name'],
'description': 'description',
'description': ['description', 'refered_by', 'lead_source', 'lead_source_description', 'website'],
'partner_name': 'account_name',
'email_from': 'email1',
'phone': 'phone_work',
'mobile': 'phone_mobile',
'title.id': 'title.id',
'function':'title',
'street': 'primary_address_street',
'street2': 'alt_address_street',
'zip': 'primary_address_postalcode',
'city':'primary_address_city',
'user_id/id' : 'assigned_user_id',
@@ -379,6 +399,8 @@ def import_leads(sugar_obj, cr, uid, context=None):
PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
sugar_data = sugar.search(PortType, sessionid, 'Leads')
for val in sugar_data:
title_id = get_contact_title(sugar_obj, cr, uid, val.get('salutation'), 'contact', context)
val['title.id'] = title_id
val['type'] = 'lead'
stage_id = get_lead_status(sugar_obj, cr, uid, val, context)
val['stage_id.id'] = stage_id
@@ -386,25 +408,62 @@ def import_leads(sugar_obj, cr, uid, context=None):
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)
def get_opportunity_contact(sugar_obj,cr,uid, PortType, sessionid, val, partner_xml_id, context=None):
if not context:
context={}
partner_contact_name = False
model_obj = sugar_obj.pool.get('ir.model.data')
partner_address_obj = sugar_obj.pool.get('res.partner.address')
sugar_opportunity_contact = sugar.relation_search(PortType, sessionid, 'Opportunities', module_id=val.get('id'), related_module='Contacts', query=None, deleted=None)
for contact in sugar_opportunity_contact:
model_ids = find_mapped_id(sugar_obj, cr, uid, 'res.partner.address', contact, context)
if model_ids:
model_id = model_obj.browse(cr, uid, model_ids)[0].res_id
address_id = partner_address_obj.browse(cr, uid, model_id)
partner_address_obj.write(cr, uid, [address_id.id], {'partner_id': partner_xml_id[0]})
partner_contact_name = address_id.name
else:
partner_contact_name = val.get('account_name')
return partner_contact_name
def import_opportunities(sugar_obj, cr, uid, context=None):
if not context:
context = {}
categ_id = False
partner_contact_name = False
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',
'partner_address_id/name': 'partner_address_id/name',
'planned_revenue': 'amount',
'date_deadline':'date_closed',
'user_id/id' : 'assigned_user_id',
'stage_id.id' : 'stage_id.id',
'type' : 'type',
'categ_id.id': 'categ_id.id'
}
lead_obj = sugar_obj.pool.get('crm.lead')
partner_obj = sugar_obj.pool.get('res.partner')
categ_obj = sugar_obj.pool.get('crm.case.categ')
PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
sugar_data = sugar.search(PortType, sessionid, 'Opportunities')
for val in sugar_data:
partner_xml_id = partner_obj.search(cr, uid, [('name', 'like', val.get('account_name'))])
if not partner_xml_id:
raise osv.except_osv(_('Warning !'), _('Reference Partner %s cannot be created, due to Lower Record Limit in SugarCRM Configuration.') % val.get('account_name'))
partner_contact_name = get_opportunity_contact(sugar_obj,cr,uid, PortType, sessionid, val, partner_xml_id, context)
val['partner_address_id/name'] = partner_contact_name
categ_ids = categ_obj.search(cr, uid, [('object_id.model','=','crm.lead'), ('name', 'like',val.get('opportunity_type'))])
if categ_ids:
categ_id = categ_ids[0]
else:
categ_id = categ_obj.create(cr, uid, {'name': val.get('opportunity_type'), 'object_id.model': 'crm.lead'})
val['categ_id.id'] = categ_id
val['type'] = 'opportunity'
stage_id = get_opportunity_status(sugar_obj, cr, uid, val, context)
val['stage_id.id'] = stage_id
@@ -444,8 +503,7 @@ MAP_FIELDS = {'Opportunities': #Object Mapping name
class import_sugarcrm(osv.osv):
"""Import SugarCRM DATA"""
_name = "import.sugarcrm"
_description = __doc__
_columns = {
@@ -485,8 +543,6 @@ class import_sugarcrm(osv.osv):
key_list.append('Accounts')
if current.employee:
key_list.append('Employees')
return key_list
def import_all(self, cr, uid, ids, context=None):
@@ -501,7 +557,6 @@ class import_sugarcrm(osv.osv):
MAP_FIELDS[key]['process'](self, cr, uid, context)
imported.add(key)
obj_model = self.pool.get('ir.model.data')
model_data_ids = obj_model.search(cr,uid,[('model','=','ir.ui.view'),('name','=','import.message.form')])
resource_id = obj_model.read(cr, uid, model_data_ids, fields=['res_id'])
addons/import_sugarcrm/import_sugarcrm_view.xml
+2 -2
View File
@@ -8,7 +8,7 @@
<field name="model">import.sugarcrm</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Import Sugarcrm">
<form string="Import SugarCRM">
<group colspan="4" width="400" col="3">
<separator string="Select SugarCRM Module Name" colspan="4"/>
<field name="lead" />
@@ -34,7 +34,7 @@
<!-- Import Sugarcrm Action -->
<record model="ir.actions.act_window" id="action_import_sugarcrm">
<field name="name">Import Sugarcrm</field>
<field name="name">Import SugarCRM</field>
<field name="res_model">import.sugarcrm</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
addons/import_sugarcrm/sugar.py
+16
View File
@@ -48,6 +48,22 @@ def login(username, password, url):
raise LoginError(response._return._error._description)
return (portType, response._return._id)
def relation_search(portType, sessionid, module_name=None, module_id=None, related_module=None, query=None, deleted=None):
se_req = get_relationshipsRequest()
se_req._session = sessionid
se_req._module_name = module_name
se_req._module_id = module_id
se_req._related_module = related_module
se_resp = portType.get_relationships(se_req)
ans_list = []
if se_resp:
list = se_resp._return.get_element_ids()
for i in list:
ans_dir = {}
ans_list.append(i.get_element_id())
return ans_list
def search(portType, sessionid, module_name=None):
se_req = get_entry_listRequest()
se_req._session = sessionid
addons/import_sugarcrm/wizard/sugarcrm_login_view.xml
+4 -4
View File
@@ -8,7 +8,7 @@
<field name="model">sugarcrm.login</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Sugarcrm Login">
<form string="SugarCRM Login">
<group colspan="4" width="500" >
<separator string="Please Enter Path to Connect with SugarCRM" colspan="4"/>
<field name="url" colspan="4" widget="url"/>
@@ -31,7 +31,7 @@
<!-- Sugarcrm Login Action -->
<record model="ir.actions.act_window" id="action_sugarcrm_login">
<field name="name">Sugarcrm Login</field>
<field name="name">SugarCRM Login</field>
<field name="res_model">sugarcrm.login</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
@@ -39,8 +39,8 @@
<field name="target">new</field>
</record>
<menuitem name="Sugarcrm" id="menu_sugarcrm" parent="base.menu_base_partner"/>
<menuitem name="Import Sugarcrm" id="menu_sugarcrm_login" parent="menu_sugarcrm" action="action_sugarcrm_login" icon="STOCK_EXECUTE"/>
<menuitem name="SugarCRM" id="menu_sugarcrm" parent="base.menu_base_partner"/>
<menuitem name="Import SugarCRM" id="menu_sugarcrm_login" parent="menu_sugarcrm" action="action_sugarcrm_login" icon="STOCK_EXECUTE"/>
</data>
</openerp>