298 lines
12 KiB
Python
298 lines
12 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 partner_create(wizard.interface):
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case_form = """<?xml version="1.0"?>
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<form string="Create a Partner">
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<label string="Are you sure you want to create a partner based on this lead ?" 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 Lead'}
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}
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partner_form = """<?xml version="1.0"?>
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<form string="Create a Partner">
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<label string="Are you sure you want to create a partner based on this lead ?" 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','!=','exist')]}">
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<field name="partner_id"/>
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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:'exist'},
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'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
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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.lead')
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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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if case.partner_id:
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raise wizard.except_wizard(_('Warning !'),
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_('A partner is already defined on this lead.'))
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partner_ids = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
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if not partner_ids and case.email_from:
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address_ids = contact_obj.search(cr, uid, [('email', '=', case.email_from)])
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if address_ids:
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addresses = contact_obj.browse(cr, uid, address_ids)
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partner_ids = addresses and [addresses[0].partner_id.id] or False
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partner_id = partner_ids and partner_ids[0] or False
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vals = {'partner_id': partner_id}
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if not partner_id:
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vals['action'] = 'create'
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return vals
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def _create_partner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.lead')
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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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partner_ids = []
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partner_id = False
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contact_id = False
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for case in case_obj.browse(cr, uid, data['ids']):
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if data['form']['action'] == 'create':
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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.name,
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'phone': case.phone,
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'mobile': case.mobile,
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'email': case.email_from,
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'fax': case.fax,
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'title': case.title,
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'function': case.function and case.function.id or False,
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'street': case.street,
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'street2': case.street2,
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'zip': case.zip,
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'city': case.city,
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'country_id': case.country_id and case.country_id.id or False,
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'state_id': case.state_id and case.state_id.id or False,
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})
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else:
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if data['form']['partner_id']:
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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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partner_ids.append(partner_id)
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vals = {}
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if partner_id:
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vals.update({'partner_id': partner_id})
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if contact_id:
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vals.update({'partner_address_id': contact_id})
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case_obj.write(cr, uid, [case.id], vals)
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return partner_ids
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def _make_partner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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partner_ids = self._create_partner(cr, uid, data, context)
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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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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': partner_ids and int(partner_ids[0]) or False,
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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'),('create_partner', 'Create Partner', 'gtk-go-forward')]}
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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': _make_partner, 'state': 'end'}
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}
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}
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partner_create('crm.lead.partner_create')
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class lead2opportunity(partner_create):
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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.lead')
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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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_('Lead should be in \'Open\' state 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.lead')
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case = case_obj.browse(cr, uid, data['id'])
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return {'name': case.name, 'partner_id':case.partner_id and case.partner_id.id or False}
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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.lead')
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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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lead_case_obj = pool.get('crm.lead')
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opportunity_case_obj = pool.get('crm.opportunity')
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for lead in lead_case_obj.browse(cr, uid, data['ids']):
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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':lead.section_id.id,
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'description':lead.description,
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'date_deadline': lead.date_deadline,
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'partner_address_id':lead.partner_address_id.id,
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'priority': lead.priority,
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'phone': lead.phone,
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'email_from': lead.email_from
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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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}
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if not lead.opportunity_id:
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vals.update({'opportunity_id' : new_opportunity.id})
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lead_case_obj.write(cr, uid, [lead.id], vals)
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lead_case_obj.case_close(cr, uid, [lead.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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partner_ids = self._create_partner(cr, uid, data, context)
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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': [partner_create._selectPartner],
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'result': {'type': 'form', 'arch': partner_create.partner_form, 'fields': partner_create.partner_fields,
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'state' : [('end', 'Cancel', 'gtk-cancel'),('opportunity', 'Skip', 'gtk-goto-last'), ('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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lead2opportunity('crm.lead.opportunity_set')
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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