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 ##############################################################################
21 from osv import osv, fields
22 from tools.translate import _
24 class crm_merge_opportunity(osv.osv_memory):
25 """Merge two Opportunities"""
27 _name = 'crm.merge.opportunity'
28 _description = 'Merge two Opportunities'
30 def _get_first_not_null_id(self, attr, ops, oldest):
31 if hasattr(oldest, attr) and getattr(oldest, attr):
32 return getattr(oldest, attr).id
35 if hasattr(op, attr) and getattr(op, attr):
36 return getattr(op, attr).id
39 def _get_first_not_null(self, attr, ops, oldest):
40 if hasattr(oldest, attr) and getattr(oldest, attr):
41 return getattr(oldest, attr)
44 if hasattr(op, attr) and getattr(op, attr):
45 return getattr(op, attr)
48 def _concat_all(self, attr, ops):
49 return ', '.join([getattr(op, attr) for op in ops if hasattr(op, attr) and getattr(op, attr)])
52 def get_attachments(self, cr, uid, id, context=None):
53 attach_obj = self.pool.get('ir.attachment')
54 attach_ids = attach_obj.search(cr, uid, [('res_model' , '=', 'crm.lead'), ('res_id', '=', id)])
57 def set_attachements_res_id(self, cr, uid, op_id, attach_ids, context=None):
58 attach_obj = self.pool.get('ir.attachment')
59 attach_obj.write(cr, uid, attach_ids, {'res_id' : op_id})
62 def find_oldest(self, cr, uid, op_ids, context=None):
65 ids = [op_id.id for op_id in op_ids]
66 if context.get('convert'):
67 ids = list(set(ids) - set(context.get('lead_ids', False)) )
68 lead_obj = self.pool.get('crm.lead')
69 op_id = lead_obj.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
72 opps = lead_obj.browse(cr, uid, [op_id[0]], context=context)
75 def _update_data(self, op_ids, oldest_opp):
77 'partner_id': self._get_first_not_null_id('partner_id', op_ids, oldest_opp), # !!
78 'title': self._get_first_not_null_id('title', op_ids, oldest_opp),
79 'name' : self._get_first_not_null('name', op_ids, oldest_opp), #not lost
80 'categ_id' : self._get_first_not_null_id('categ_id', op_ids, oldest_opp), # !!
81 'channel_id' : self._get_first_not_null_id('channel_id', op_ids, oldest_opp), # !!
82 'city' : self._get_first_not_null('city', op_ids, oldest_opp), # !!
83 'company_id' : self._get_first_not_null_id('company_id', op_ids, oldest_opp), #!!
84 'contact_name' : self._get_first_not_null('contact_name', op_ids, oldest_opp), #not lost
85 'country_id' : self._get_first_not_null_id('country_id', op_ids, oldest_opp), #!!
86 'partner_address_id' : self._get_first_not_null_id('partner_address_id', op_ids, oldest_opp), #!!
87 'type_id' : self._get_first_not_null_id('type_id', op_ids, oldest_opp), #!!
88 'user_id' : self._get_first_not_null_id('user_id', op_ids, oldest_opp), #!!
89 'section_id' : self._get_first_not_null_id('section_id', op_ids, oldest_opp), #!!
90 'state_id' : self._get_first_not_null_id('state_id', op_ids, oldest_opp),
91 'description' : self._concat_all('description', op_ids), #not lost
92 'email' : self._get_first_not_null('email', op_ids, oldest_opp), # !!
93 'fax' : self._get_first_not_null('fax', op_ids, oldest_opp),
94 'mobile' : self._get_first_not_null('mobile', op_ids, oldest_opp),
95 'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
96 'phone' : self._get_first_not_null('phone', op_ids, oldest_opp),
97 'probability' : self._get_first_not_null('probability', op_ids, oldest_opp),
98 'planned_revenue' : self._get_first_not_null('planned_revenue', op_ids, oldest_opp),
99 'street' : self._get_first_not_null('street', op_ids, oldest_opp),
100 'street2' : self._get_first_not_null('street2', op_ids, oldest_opp),
101 'zip' : self._get_first_not_null('zip', op_ids, oldest_opp),
103 'create_date' : self._get_first_not_null('create_date', op_ids, oldest_opp),
104 'date_action_last': self._get_first_not_null('date_action_last', op_ids, oldest_opp),
105 'date_action_next': self._get_first_not_null('date_action_next', op_ids, oldest_opp),
106 'email_from' : self._get_first_not_null('email_from', op_ids, oldest_opp),
107 'email_cc' : self._get_first_not_null('email_cc', op_ids, oldest_opp),
108 'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
113 def merge(self, cr, uid, op_ids, context=None):
115 @param opp_ids : list of opportunities ids to merge
117 opp_obj = self.pool.get('crm.lead')
118 message_obj = self.pool.get('mailgate.message')
120 lead_ids = context and context.get('lead_ids', []) or []
123 raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
125 opportunities = opp_obj.browse(cr, uid, lead_ids, context=context)
126 opportunities_list = list(set(op_ids) - set(opportunities))
127 oldest_opp = self.find_oldest(cr, uid, op_ids, context=context)
129 first_opportunity = opportunities[0]
130 tail_opportunities = opportunities_list
132 first_opportunity = opportunities_list[0]
133 tail_opportunities = opportunities_list[1:]
137 data = self._update_data(op_ids, oldest_opp)
138 #copy message into the first opportunity + merge attachement
140 for opp in tail_opportunities + [first_opportunity]:
141 attach_ids = self.get_attachments(cr, uid, opp, context=context)
142 self.set_attachements_res_id(cr, uid, first_opportunity.id, attach_ids)
143 for history in opp.message_ids:
144 new_history = message_obj.write(cr, uid, history.id, {'res_id': first_opportunity.id, 'name' : _("From %s : %s") % (opp.name, history.name) }, context=context)
146 #Notification about loss of information
148 subject = ['Merged opportunities :']
150 subject.append(opp.name)
151 details.append(_('Merged Opportunity: %s\n Partner: %s\n Stage: %s\n Section: %s\n Salesman: %s\n Category: %s\n Channel: %s\n Company: %s\n Contact name: %s\n Email: %s\n Phone number: %s\n Fax: %s\n Mobile: %s\n State: %s\n Description: %s\n Probability: %s\n Planned revennue: %s\n Country: %s\n City: %s\n Street: %s\n Street 2: %s\n Zip 2: %s') % ( opp.name, opp.partner_id.name or '',
152 opp.stage_id.name or '',
153 opp.section_id.name or '',
154 opp.user_id.name or '',
155 opp.categ_id.name or '',
156 opp.channel_id.name or '',
157 opp.company_id.name or '',
158 opp.contact_name or '',
159 opp.email_from or '',
163 opp.state_id.name or '',
164 opp.description or '',
165 opp.probability or '',
166 opp.planned_revenue or '',
167 opp.country_id.name or '',
173 subject = subject[0] + ", ".join(subject[1:])
174 details = "\n\n".join(details)
176 opp_obj._history(cr, uid, [first_opportunity], subject, details=details)
177 #data.update({'message_ids' : [(6, 0 ,self._concat_o2m('message_ids', op_ids))]})
178 opp_obj.write(cr, uid, [first_opportunity.id], data)
179 unlink_ids = map(lambda x: x.id, tail_opportunities)
180 opp_obj.unlink(cr, uid, unlink_ids, context=context)
182 models_data = self.pool.get('ir.model.data')
186 # Get Opportunity views
187 result = models_data._get_id(
188 cr, uid, 'crm', 'view_crm_case_opportunities_filter')
189 opportunity_view_form = models_data._get_id(
190 cr, uid, 'crm', 'crm_case_form_view_oppor')
191 opportunity_view_tree = models_data._get_id(
192 cr, uid, 'crm', 'crm_case_tree_view_oppor')
193 if opportunity_view_form:
194 opportunity_view_form = models_data.browse(
195 cr, uid, opportunity_view_form, context=context).res_id
196 if opportunity_view_tree:
197 opportunity_view_tree = models_data.browse(
198 cr, uid, opportunity_view_tree, context=context).res_id
201 'name': _('Opportunity'),
203 'view_mode': 'tree, form',
204 'res_model': 'crm.lead',
205 'domain': [('type', '=', 'opportunity')],
206 'res_id': int(first_opportunity.id),
208 'views': [(opportunity_view_form, 'form'),
209 (opportunity_view_tree, 'tree'),
210 (False, 'calendar'), (False, 'graph')],
211 'type': 'ir.actions.act_window',
215 def action_merge(self, cr, uid, ids, context=None):
216 obj_opportunity = self.browse(cr, uid, ids[0], context=context)
217 op_ids = obj_opportunity.opportunity_ids
218 self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [op_ids[0].id])]}, context=context)
219 context['lead_ids'] = [op_ids[0].id]
220 return self.merge(cr, uid, op_ids, context)
224 'opportunity_ids' : fields.many2many('crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id', 'Opportunities', domain=[('type', '=', 'opportunity')]),
227 def default_get(self, cr, uid, fields, context=None):
229 This function gets default values
230 @param self: The object pointer
231 @param cr: the current row, from the database cursor,
232 @param uid: the current user’s ID for security checks,
233 @param fields: List of fields for default value
234 @param context: A standard dictionary for contextual values
236 @return : default values of fields.
238 record_ids = context and context.get('active_ids', False) or False
239 res = super(crm_merge_opportunity, self).default_get(cr, uid, fields, context=context)
243 opps = self.pool.get('crm.lead').browse(cr, uid, record_ids, context=context)
245 if opp.state not in ('done', 'cancel'):
246 opp_ids.append(opp.id)
247 if 'opportunity_ids' in fields:
248 res.update({'opportunity_ids': opp_ids})
252 crm_merge_opportunity()
254 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: