Jay Patel
ff2b14d4c3
to define custom light workflows on opportunities. Activities are linked to mail.message.subtype through inheritance. This means that the follow mechanism works for activities. When an activity is done, a message with the matching subtype is posted on the opportunity. Activities are internal by default. They are only visible by employees. A shortcut in the 'log a note' chatter option allows to post a note linked to an activity (subtype).
78 lines
3.3 KiB
Python
78 lines
3.3 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from openerp.osv import fields, osv
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from openerp.tools.translate import _
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class crm_partner_binding(osv.osv_memory):
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"""
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Handle the partner binding or generation in any CRM wizard that requires
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such feature, like the lead2opportunity wizard, or the
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phonecall2opportunity wizard. Try to find a matching partner from the
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CRM model's information (name, email, phone number, etc) or create a new
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one on the fly.
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Use it like a mixin with the wizard of your choice.
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"""
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_name = 'crm.partner.binding'
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_description = 'Handle partner binding or generation in CRM wizards.'
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_columns = {
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'action': fields.selection([
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('exist', 'Link to an existing customer'),
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('create', 'Create a new customer'),
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('nothing', 'Do not link to a customer')
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], 'Related Customer', required=True),
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'partner_id': fields.many2one('res.partner', 'Customer'),
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}
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def _find_matching_partner(self, cr, uid, context=None):
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"""
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Try to find a matching partner regarding the active model data, like
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the customer's name, email, phone number, etc.
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:return int partner_id if any, False otherwise
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"""
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if context is None:
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context = {}
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partner_id = False
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partner_obj = self.pool.get('res.partner')
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# The active model has to be a lead
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if (context.get('active_model') == 'crm.lead') and context.get('active_id'):
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active_model = self.pool.get('crm.lead').browse(cr, uid, context.get('active_id'), context=context)
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# Find the best matching partner for the active model
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if (active_model):
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partner_obj = self.pool.get('res.partner')
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# A partner is set already
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if active_model.partner_id:
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partner_id = active_model.partner_id.id
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# Search through the existing partners based on the lead's email
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elif active_model.email_from:
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partner_ids = partner_obj.search(cr, uid, [('email', '=', active_model.email_from)], context=context)
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if partner_ids:
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partner_id = partner_ids[0]
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# Search through the existing partners based on the lead's partner or contact name
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elif active_model.partner_name:
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partner_ids = partner_obj.search(cr, uid, [('name', 'ilike', '%'+active_model.partner_name+'%')], context=context)
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if partner_ids:
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partner_id = partner_ids[0]
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elif active_model.contact_name:
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partner_ids = partner_obj.search(cr, uid, [
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('name', 'ilike', '%'+active_model.contact_name+'%')], context=context)
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if partner_ids:
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partner_id = partner_ids[0]
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return partner_id
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def default_get(self, cr, uid, fields, context=None):
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res = super(crm_partner_binding, self).default_get(cr, uid, fields, context=context)
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partner_id = self._find_matching_partner(cr, uid, context=context)
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if 'action' in fields and not res.get('action'):
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res['action'] = partner_id and 'exist' or 'create'
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if 'partner_id' in fields:
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res['partner_id'] = partner_id
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return res
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