1 # -*- coding: utf-8 -*-
2 ##############################################################################
4 # OpenERP, Open Source Management Solution
5 # Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
7 # This program is free software: you can redistribute it and/or modify
8 # it under the terms of the GNU Affero General Public License as
9 # published by the Free Software Foundation, either version 3 of the
10 # License, or (at your option) any later version.
12 # This program is distributed in the hope that it will be useful,
13 # but WITHOUT ANY WARRANTY; without even the implied warranty of
14 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
15 # GNU Affero General Public License for more details.
17 # You should have received a copy of the GNU Affero General Public License
18 # along with this program. If not, see <http://www.gnu.org/licenses/>.
20 ##############################################################################
22 from mx.DateTime import now
28 from tools.translate import _
30 class lead2opportunity(wizard.interface):
32 partner_form = """<?xml version="1.0"?>
33 <form string="Convert To Partner">
34 <label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
35 <label string="You may have to verify that this partner does not exist already." colspan="4"/>
37 <field name="action"/>
38 <group attrs="{'invisible':[('action','=','create')]}">
39 <field name="partner_id" attrs="{'required':[('action','=','exist')]}"/>
44 'action': {'type':'selection',
45 'selection':[('exist','Link to an existing partner'),('create','Create a new partner')],
46 'string':'Action', 'required':True, 'default': lambda *a:'create'},
47 'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
50 case_form = """<?xml version="1.0"?>
51 <form string="Convert To Opportunity">
53 <field name="partner_id"/>
55 <field name="planned_revenue"/>
56 <field name="probability"/>
60 'name': {'type':'char', 'size':64, 'string':'Opportunity Summary', 'required':True},
61 'planned_revenue': {'type':'float', 'digits':(16,2), 'string': 'Expected Revenue'},
62 'probability': {'type':'float', 'digits':(16,2), 'string': 'Success Probability'},
63 'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
66 def _selectopportunity(self, cr, uid, data, context):
67 pool = pooler.get_pool(cr.dbname)
68 case_obj = pool.get('crm.lead')
69 for case in case_obj.browse(cr, uid, data['ids']):
70 if not case.partner_id:
71 return 'create_partner'
72 return {'name': case.name, 'probability': case.probability or 20.0,
73 'planned_revenue':case.planned_revenue, 'partner_id':case.partner_id.id}
75 def _selectChoice(self, cr, uid, data, context):
76 pool = pooler.get_pool(cr.dbname)
77 case_obj = pool.get('crm.lead')
78 for case in case_obj.browse(cr, uid, data['ids']):
79 if not case.partner_id:
80 return 'create_partner'
83 def _makeOrder(self, cr, uid, data, context):
84 pool = pooler.get_pool(cr.dbname)
85 data_obj = pool.get('ir.model.data')
86 result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
87 res = data_obj.read(cr, uid, result, ['res_id'])
90 id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
91 id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
93 id2 = data_obj.browse(cr, uid, id2, context=context).res_id
95 id3 = data_obj.browse(cr, uid, id3, context=context).res_id
97 lead_case_obj = pool.get('crm.lead')
98 opportunity_case_obj = pool.get('crm.opportunity')
99 for lead in lead_case_obj.browse(cr, uid, data['ids']):
100 #TODO : Take other info from lead
101 new_opportunity_id = opportunity_case_obj.create(cr, uid, {
102 'name': data['form']['name'],
103 'planned_revenue': data['form']['planned_revenue'],
104 'probability': data['form']['probability'],
105 'partner_id': data['form']['partner_id'],
108 new_opportunity = opportunity_case_obj.browse(cr, uid, new_opportunity_id)
111 'partner_id': data['form']['partner_id'],
113 if not lead.opportunity_id:
114 vals.update({'opportunity_id' : new_opportunity.id})
116 lead_case_obj.write(cr, uid, [lead.id], vals)
117 lead_case_obj.case_cancel(cr, uid, [lead.id])
118 # opportunity_case_obj.case_open(cr, uid, [new_opportunity_id])
121 'name': _('Opportunity'),
123 'view_mode': 'form,tree',
124 'res_model': 'crm.opportunity',
125 'res_id': int(new_opportunity_id),
127 'views': [(id2,'form'),(id3,'tree'),(False,'calendar'),(False,'graph')],
128 'type': 'ir.actions.act_window',
129 'search_view_id': res['res_id']
133 def _makePartner(self, cr, uid, data, context):
134 pool = pooler.get_pool(cr.dbname)
135 lead_case_obj = pool.get('crm.lead')
136 partner_obj = pool.get('res.partner')
137 contact_obj = pool.get('res.partner.address')
138 if data['form']['action'] == 'create':
139 for case in lead_case_obj.browse(cr, uid, data['ids']):
140 partner_id = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
142 raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
144 partner_id = partner_obj.create(cr, uid, {
145 'name': case.partner_name or case.name,
146 'user_id': case.user_id.id,
147 'comment': case.description,
149 contact_id = contact_obj.create(cr, uid, {
150 'partner_id': partner_id,
151 'name': case.partner_name2,
152 'phone': case.partner_phone,
153 'mobile': case.partner_mobile,
154 'email': case.email_from
157 partner = partner_obj.browse(cr,uid,data['form']['partner_id'])
158 partner_id = partner.id
159 contact_id = partner.address and partner.address[0].id
161 lead_case_obj.write(cr, uid, data['ids'], {
162 'partner_id': partner_id,
163 'partner_address_id': contact_id
170 'result': {'type':'choice','next_state':_selectChoice}
174 'result': {'type': 'form', 'arch': partner_form, 'fields': partner_fields,
175 'state' : [('end', 'Cancel', 'gtk-cancel'),('create', 'Continue', 'gtk-go-forward')]}
179 'result': {'type': 'action', 'action': _makePartner, 'state':'opportunity' }
182 'actions': [_selectopportunity],
183 'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
184 'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Opportunity', 'gtk-go-forward')]}
188 'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
192 lead2opportunity('crm.lead.opportunity_set')
194 class partner_create(wizard.interface):
196 case_form = """<?xml version="1.0"?>
197 <form string="Convert To Partner">
198 <label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
199 <label string="You may have to verify that this partner does not exist already." colspan="4"/>
200 <!--field name="close"/-->
204 'close': {'type':'boolean', 'string':'Close Lead'}
207 def _selectPartner(self, cr, uid, data, context):
208 pool = pooler.get_pool(cr.dbname)
209 case_obj = pool.get('crm.lead')
210 for case in case_obj.browse(cr, uid, data['ids']):
212 raise wizard.except_wizard(_('Warning !'),
213 _('A partner is already defined on this lead.'))
216 def _makeOrder(self, cr, uid, data, context):
217 pool = pooler.get_pool(cr.dbname)
218 mod_obj = pool.get('ir.model.data')
219 result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
220 res = mod_obj.read(cr, uid, result, ['res_id'])
221 case_obj = pool.get('crm.lead')
222 partner_obj = pool.get('res.partner')
223 contact_obj = pool.get('res.partner.address')
224 for case in case_obj.browse(cr, uid, data['ids']):
225 partner_id = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
227 raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
229 partner_id = partner_obj.create(cr, uid, {
230 'name': case.partner_name or case.name,
231 'user_id': case.user_id.id,
232 'comment': case.description,
234 contact_id = contact_obj.create(cr, uid, {
235 'partner_id': partner_id,
236 'name': case.partner_name2,
237 'phone': case.partner_phone,
238 'mobile': case.partner_mobile,
239 'email': case.email_from
243 case_obj.write(cr, uid, data['ids'], {
244 'partner_id': partner_id,
245 'partner_address_id': contact_id
247 if data['form']['close']:
248 case_obj.case_close(cr, uid, data['ids'])
253 'view_mode': 'form,tree',
254 'res_model': 'res.partner',
255 'res_id': int(partner_id),
257 'type': 'ir.actions.act_window',
258 'search_view_id': res['res_id']
264 'actions': [_selectPartner],
265 'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
266 'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Partner', 'gtk-go-forward')]}
270 'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
274 partner_create('crm.lead.partner_create')
276 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: