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')
55 attach_ids = attach_obj.search(cr, uid, [('res_model' , '=', 'crm.lead'), ('res_id', '=', id)])
58 def set_attachements_res_id(self, cr, uid, op_id, attach_ids, context=None):
59 attach_obj = self.pool.get('ir.attachment')
60 attach_obj.write(cr, uid, attach_ids, {'res_id' : op_id})
63 def find_oldest(self, cr, uid, op_ids, context=None):
66 ids = [op_id.id for op_id in op_ids]
67 if context.get('convert'):
68 ids = list(set(ids) - set(context.get('lead_ids', False)) )
69 lead_obj = self.pool.get('crm.lead')
70 op_id = lead_obj.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
71 opps = lead_obj.browse(cr, uid, [op_id[0]], context=context)
74 def merge(self, cr, uid, op_ids, context=None):
76 @param opp_ids : list of opportunities ids to merge
78 opp_obj = self.pool.get('crm.lead')
79 message_obj = self.pool.get('mail.message')
81 lead_ids = context and context.get('lead_ids', []) or []
84 raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
86 opportunities = opp_obj.browse(cr, uid, lead_ids, context=context)
87 opportunities_list = list(set(op_ids) - set(opportunities))
88 oldest_opp = self.find_oldest(cr, uid, op_ids, context=context)
90 first_opportunity = opportunities[0]
91 tail_opportunities = opportunities_list
93 first_opportunity = opportunities_list[0]
94 tail_opportunities = opportunities_list[1:]
98 'partner_id': self._get_first_not_null_id('partner_id', op_ids, oldest_opp), # !!
99 'title': self._get_first_not_null_id('title', op_ids, oldest_opp),
100 'name' : self._get_first_not_null('name', op_ids, oldest_opp), #not lost
101 'categ_id' : self._get_first_not_null_id('categ_id', op_ids, oldest_opp), # !!
102 'channel_id' : self._get_first_not_null_id('channel_id', op_ids, oldest_opp), # !!
103 'city' : self._get_first_not_null('city', op_ids, oldest_opp), # !!
104 'company_id' : self._get_first_not_null_id('company_id', op_ids, oldest_opp), #!!
105 'contact_name' : self._get_first_not_null('contact_name', op_ids, oldest_opp), #not lost
106 'country_id' : self._get_first_not_null_id('country_id', op_ids, oldest_opp), #!!
107 'partner_address_id' : self._get_first_not_null_id('partner_address_id', op_ids, oldest_opp), #!!
108 'partner_assigned_id' : hasattr(opp_obj,'partner_assigned_id') and self._get_first_not_null_id('partner_assigned_id', op_ids, oldest_opp), #!!
109 'type_id' : self._get_first_not_null_id('type_id', op_ids, oldest_opp), #!!
110 'user_id' : self._get_first_not_null_id('user_id', op_ids, oldest_opp), #!!
111 'section_id' : self._get_first_not_null_id('section_id', op_ids, oldest_opp), #!!
112 'state_id' : self._get_first_not_null_id('state_id', op_ids, oldest_opp),
113 'description' : self._concat_all('description', op_ids), #not lost
114 'email' : self._get_first_not_null('email', op_ids, oldest_opp), # !!
115 'fax' : self._get_first_not_null('fax', op_ids, oldest_opp),
116 'mobile' : self._get_first_not_null('mobile', op_ids, oldest_opp),
117 'partner_latitude' : hasattr(opp_obj,'partner_latitude') and self._get_first_not_null('partner_latitude', op_ids, oldest_opp),
118 'partner_longitude' : hasattr(opp_obj,'partner_longitude') and self._get_first_not_null('partner_longitude', op_ids, oldest_opp),
119 'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
120 'phone' : self._get_first_not_null('phone', op_ids, oldest_opp),
121 'probability' : self._get_first_not_null('probability', op_ids, oldest_opp),
122 'planned_revenue' : self._get_first_not_null('planned_revenue', op_ids, oldest_opp),
123 'street' : self._get_first_not_null('street', op_ids, oldest_opp),
124 'street2' : self._get_first_not_null('street2', op_ids, oldest_opp),
125 'zip' : self._get_first_not_null('zip', op_ids, oldest_opp),
127 'create_date' : self._get_first_not_null('create_date', op_ids, oldest_opp),
128 'date_action_last': self._get_first_not_null('date_action_last', op_ids, oldest_opp),
129 'date_action_next': self._get_first_not_null('date_action_nexte', op_ids, oldest_opp),
130 'email_from' : self._get_first_not_null('email_from', op_ids, oldest_opp),
131 'email_cc' : self._get_first_not_null('email_cc', op_ids, oldest_opp),
132 'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
136 #copy message into the first opportunity + merge attachement
138 for opp in tail_opportunities + [first_opportunity]:
139 attach_ids = self.get_attachments(cr, uid, opp, context=context)
140 self.set_attachements_res_id(cr, uid, first_opportunity.id, attach_ids)
141 for mail_msg in opp.message_ids:
142 message_obj.write(cr, uid, mail_msg.id, {'res_id': first_opportunity.id, 'name' : _("From %s : %s") % (opp.name, mail_msg.subject) }, context=context)
144 #Notification about loss of information
146 subject = ['Merged opportunities :']
148 subject.append(opp.name)
149 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 '',
150 opp.stage_id.name or '',
151 opp.section_id.name or '',
152 opp.user_id.name or '',
153 opp.categ_id.name or '',
154 opp.channel_id.name or '',
155 opp.company_id.name or '',
156 opp.contact_name or '',
157 opp.email_from or '',
161 opp.state_id.name or '',
162 opp.description or '',
163 opp.probability or '',
164 opp.planned_revenue or '',
165 opp.country_id.name or '',
171 subject = subject[0] + ", ".join(subject[1:])
172 details = "\n\n".join(details)
174 opp_obj.history(cr, uid, [first_opportunity], subject, body_text=details)
175 #data.update({'message_ids' : [(6, 0 ,self._concat_o2m('message_ids', op_ids))]})
176 opp_obj.write(cr, uid, [first_opportunity.id], data)
177 unlink_ids = map(lambda x: x.id, tail_opportunities)
178 opp_obj.unlink(cr, uid, unlink_ids, context=context)
180 models_data = self.pool.get('ir.model.data')
182 # Get Opportunity views
183 result = models_data._get_id(
184 cr, uid, 'crm', 'view_crm_case_opportunities_filter')
185 opportunity_view_form = models_data._get_id(
186 cr, uid, 'crm', 'crm_case_form_view_oppor')
187 opportunity_view_tree = models_data._get_id(
188 cr, uid, 'crm', 'crm_case_tree_view_oppor')
189 if opportunity_view_form:
190 opportunity_view_form = models_data.browse(
191 cr, uid, opportunity_view_form, context=context).res_id
192 if opportunity_view_tree:
193 opportunity_view_tree = models_data.browse(
194 cr, uid, opportunity_view_tree, context=context).res_id
197 'name': _('Opportunity'),
199 'view_mode': 'tree, form',
200 'res_model': 'crm.lead',
201 'domain': [('type', '=', 'opportunity')],
202 'res_id': int(first_opportunity.id),
204 'views': [(opportunity_view_form, 'form'),
205 (opportunity_view_tree, 'tree'),
206 (False, 'calendar'), (False, 'graph')],
207 'type': 'ir.actions.act_window',
211 def action_merge(self, cr, uid, ids, context=None):
212 obj_opportunity = self.browse(cr, uid, ids[0], context=context)
213 op_ids = obj_opportunity.opportunity_ids
214 self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [op_ids[0].id])]}, context=context)
215 context['lead_ids'] = [op_ids[0].id]
216 return self.merge(cr, uid, op_ids, context)
219 'opportunity_ids' : fields.many2many('crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id', 'Opportunities', domain=[('type', '=', 'opportunity')]),
222 def default_get(self, cr, uid, fields, context=None):
224 This function gets default values
225 @param self: The object pointer
226 @param cr: the current row, from the database cursor,
227 @param uid: the current user’s ID for security checks,
228 @param fields: List of fields for default value
229 @param context: A standard dictionary for contextual values
231 @return : default values of fields.
233 record_ids = context and context.get('active_ids', False) or False
234 res = super(crm_merge_opportunity, self).default_get(cr, uid, fields, context=context)
238 opps = self.pool.get('crm.lead').browse(cr, uid, record_ids, context=context)
240 if opp.state not in ('done', 'cancel'):
241 opp_ids.append(opp.id)
242 if 'opportunity_ids' in fields:
243 res.update({'opportunity_ids': opp_ids})
247 crm_merge_opportunity()
249 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: