diff --git a/addons/import_sugarcrm/__openerp__.py b/addons/import_sugarcrm/__openerp__.py
index 1848b53df37..ee9c436b598 100644
--- a/addons/import_sugarcrm/__openerp__.py
+++ b/addons/import_sugarcrm/__openerp__.py
@@ -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'],
diff --git a/addons/import_sugarcrm/import_sugarcrm.py b/addons/import_sugarcrm/import_sugarcrm.py
index cb56f71bdaa..ef964d66cd5 100644
--- a/addons/import_sugarcrm/import_sugarcrm.py
+++ b/addons/import_sugarcrm/import_sugarcrm.py
@@ -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'])
diff --git a/addons/import_sugarcrm/import_sugarcrm_view.xml b/addons/import_sugarcrm/import_sugarcrm_view.xml
index 1ad78f7a410..8410dacdbb1 100644
--- a/addons/import_sugarcrm/import_sugarcrm_view.xml
+++ b/addons/import_sugarcrm/import_sugarcrm_view.xml
@@ -8,7 +8,7 @@
import.sugarcrm
form
-