342 lines
14 KiB
Python
342 lines
14 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from mx.DateTime import now
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import wizard
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import netsvc
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import ir
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import pooler
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from tools.translate import _
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class phonecall2opportunity(wizard.interface):
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partner_form = """<?xml version="1.0"?>
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<form string="Convert To Partner">
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<label string="Are you sure you want to create a partner based on this phonecall ?" colspan="4"/>
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<label string="You may have to verify that this partner does not exist already." colspan="4"/>
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<newline />
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<field name="action"/>
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<group attrs="{'invisible':[('action','=','create')]}">
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<field name="partner_id" attrs="{'required':[('action','=','exist')]}"/>
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</group>
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</form>"""
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partner_fields = {
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'action': {'type':'selection',
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'selection':[('exist','Link to an existing partner'),('create','Create a new partner')],
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'string':'Action', 'required':True, 'default': lambda *a:'create'},
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'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
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}
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case_form = """<?xml version="1.0"?>
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<form string="Convert To Opportunity">
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<field name="name"/>
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<field name="partner_id"/>
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<newline/>
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<field name="planned_revenue"/>
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<field name="probability"/>
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</form>"""
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case_fields = {
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'name': {'type':'char', 'size':64, 'string':'Opportunity Summary', 'required':True},
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'planned_revenue': {'type':'float', 'digits':(16,2), 'string': 'Expected Revenue'},
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'probability': {'type':'float', 'digits':(16,2), 'string': 'Success Probability'},
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'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
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}
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def _check_state(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.phonecall')
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for case in case_obj.browse(cr, uid, data['ids']):
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if case.state != 'open':
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raise wizard.except_wizard(_('Warning !'),
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_('Phone Call state should be \'Open\' before converting to Opportunity.'))
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return {}
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def _selectopportunity(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.phonecall')
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for case in case_obj.browse(cr, uid, data['ids']):
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if not case.partner_id:
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return 'create_partner'
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return {'name': case.name, 'probability': case.probability or 20.0,
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'planned_revenue':case.planned_revenue, 'partner_id':case.partner_id.id}
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def _selectChoice(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.phonecall')
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for case in case_obj.browse(cr, uid, data['ids']):
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if not case.partner_id:
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return 'create_partner'
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return 'opportunity'
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def _makeOrder(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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data_obj = pool.get('ir.model.data')
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result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
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res = data_obj.read(cr, uid, result, ['res_id'])
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id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
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id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
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if id2:
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id2 = data_obj.browse(cr, uid, id2, context=context).res_id
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if id3:
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id3 = data_obj.browse(cr, uid, id3, context=context).res_id
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phonecall_case_obj = pool.get('crm.phonecall')
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opportunity_case_obj = pool.get('crm.opportunity')
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for phonecall in phonecall_case_obj.browse(cr, uid, data['ids']):
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#TODO : Take other info from phonecall
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new_opportunity_id = opportunity_case_obj.create(cr, uid, {
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'name': data['form']['name'],
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'planned_revenue': data['form']['planned_revenue'],
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'probability': data['form']['probability'],
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'partner_id': data['form']['partner_id'],
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'section_id': phonecall.section_id.id,
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'description': phonecall.description,
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'phonecall_id': phonecall.id,
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'date': phonecall.date,
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'priority': phonecall.priority
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})
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new_opportunity = opportunity_case_obj.browse(cr, uid, new_opportunity_id)
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vals = {
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'partner_id': data['form']['partner_id'],
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'opportunity_id' : new_opportunity_id,
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}
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phonecall_case_obj.write(cr, uid, [phonecall.id], vals)
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phonecall_case_obj.case_close(cr, uid, [phonecall.id])
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opportunity_case_obj.case_open(cr, uid, [new_opportunity_id])
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value = {
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'name': _('Opportunity'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.opportunity',
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'res_id': int(new_opportunity_id),
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'view_id': False,
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'views': [(id2,'form'),(id3,'tree'),(False,'calendar'),(False,'graph')],
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'type': 'ir.actions.act_window',
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'search_view_id': res['res_id']
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}
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return value
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def _makePartner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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phonecall_case_obj = pool.get('crm.phonecall')
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partner_obj = pool.get('res.partner')
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contact_obj = pool.get('res.partner.address')
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if data['form']['action']=='create':
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for case in phonecall_case_obj.browse(cr, uid, data['ids']):
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partner_id = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
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if partner_id:
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raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
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else:
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partner_id = partner_obj.create(cr, uid, {
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'name': case.partner_name or case.name,
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'user_id': case.user_id.id,
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'comment': case.description,
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})
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contact_id = contact_obj.create(cr, uid, {
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'partner_id': partner_id,
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'name': case.partner_name2,
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'phone': case.partner_phone,
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'mobile': case.partner_mobile,
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'email': case.email_from
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})
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else:
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partner = partner_obj.browse(cr,uid,data['form']['partner_id'])
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partner_id=partner.id
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contact_id=partner.address and partner.address[0].id
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phonecall_case_obj.write(cr, uid, data['ids'], {
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'partner_id': partner_id,
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'partner_address_id': contact_id
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})
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return {}
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states = {
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'init': {
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'actions': [_check_state],
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'result': {'type':'choice','next_state':_selectChoice}
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},
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'create_partner': {
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'actions': [],
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'result': {'type': 'form', 'arch': partner_form, 'fields': partner_fields,
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'state' : [('end', 'Cancel', 'gtk-cancel'),('create', 'Continue', 'gtk-go-forward')]}
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},
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'create': {
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'actions': [],
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'result': {'type': 'action', 'action': _makePartner, 'state':'opportunity' }
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},
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'opportunity': {
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'actions': [_selectopportunity],
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'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
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'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Opportunity', 'gtk-go-forward')]}
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},
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'confirm': {
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'actions': [],
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'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
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}
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}
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phonecall2opportunity('crm.phonecall.opportunity_set')
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class phonecall2meeting(wizard.interface):
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def _makeMeeting(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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phonecall_case_obj = pool.get('crm.phonecall')
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meeting_case_obj = pool.get('crm.meeting')
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for phonecall in phonecall_case_obj.browse(cr, uid, data['ids']):
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new_meeting_id = meeting_case_obj.create(cr, uid, {
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'name': phonecall.name,
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'date': phonecall.date,
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'section_id' : phonecall.section_id and phonecall.section_id.id or False,
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'duration': phonecall.duration,
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'description':phonecall.description,
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'phonecall_id':phonecall.id
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})
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new_meeting = meeting_case_obj.browse(cr, uid, new_meeting_id)
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vals = {}
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phonecall_case_obj.write(cr, uid, [phonecall.id], vals)
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phonecall_case_obj.case_cancel(cr, uid, [phonecall.id])
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meeting_case_obj.case_open(cr, uid, [new_meeting_id])
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data_obj = pool.get('ir.model.data')
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result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
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id = data_obj.read(cr, uid, result, ['res_id'])
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id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet')
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id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet')
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id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_meet')
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if id1:
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id1 = data_obj.browse(cr, uid, id1, context=context).res_id
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if id2:
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id2 = data_obj.browse(cr, uid, id2, context=context).res_id
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if id3:
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id3 = data_obj.browse(cr, uid, id3, context=context).res_id
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return {
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'name': _('Meetings'),
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'domain' : "[('phonecall_id','in',%s)]"%(data['ids']),
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'view_type': 'form',
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'view_mode': 'calendar,form,tree',
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'res_model': 'crm.meeting',
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'view_id': False,
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'views': [(id1,'calendar'),(id2,'form'),(id3,'tree')],
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'type': 'ir.actions.act_window',
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'search_view_id': id['res_id']
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}
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states = {
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'init': {
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'actions': [],
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'result': {'type': 'action', 'action': _makeMeeting, 'state': 'order'}
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},
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'order': {
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'actions': [],
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'result': {'type': 'state', 'state': 'end'}
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}
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}
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phonecall2meeting('crm.phonecall.meeting_set')
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class partner_create(wizard.interface):
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case_form = """<?xml version="1.0"?>
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<form string="Convert To Partner">
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<label string="Are you sure you want to create a partner based on this phonecall ?" colspan="4"/>
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<label string="You may have to verify that this partner does not exist already." colspan="4"/>
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<!--field name="close"/-->
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</form>"""
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case_fields = {
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'close': {'type':'boolean', 'string':'Close Phonecall'}
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}
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def _selectPartner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.phonecall')
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for case in case_obj.browse(cr, uid, data['ids']):
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if case.partner_id:
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raise wizard.except_wizard(_('Warning !'),
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_('A partner is already defined on this phonecall.'))
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return {}
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def _makeOrder(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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mod_obj = pool.get('ir.model.data')
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result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
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res = mod_obj.read(cr, uid, result, ['res_id'])
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case_obj = pool.get('crm.phonecall')
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partner_obj = pool.get('res.partner')
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contact_obj = pool.get('res.partner.address')
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for case in case_obj.browse(cr, uid, data['ids']):
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partner_id = partner_obj.search(cr, uid, [('name', '=', case.name)])
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if partner_id:
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raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
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else:
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partner_id = partner_obj.create(cr, uid, {
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'name': case.name,
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'user_id': case.user_id.id,
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'comment': case.description,
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})
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contact_id = contact_obj.create(cr, uid, {
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'partner_id': partner_id,
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'name': case.name,
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'phone': case.partner_phone,
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'mobile': case.partner_mobile,
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'email': case.email_from
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})
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case_obj.write(cr, uid, data['ids'], {
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'partner_id': partner_id,
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'partner_address_id': contact_id
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})
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if data['form']['close']:
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case_obj.case_close(cr, uid, data['ids'])
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value = {
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'domain': "[]",
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'res.partner',
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'res_id': int(partner_id),
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'view_id': False,
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'type': 'ir.actions.act_window',
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'search_view_id': res['res_id']
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}
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return value
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states = {
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'init': {
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'actions': [_selectPartner],
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'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
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'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Partner', 'gtk-go-forward')]}
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},
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'confirm': {
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'actions': [],
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'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
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}
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}
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partner_create('crm.phonecall.partner_create')
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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