1 ##############################################################################
3 # OpenERP, Open Source Management Solution
4 # Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
6 # This program is free software: you can redistribute it and/or modify
7 # it under the terms of the GNU Affero General Public License as
8 # published by the Free Software Foundation, either version 3 of the
9 # License, or (at your option) any later version.
11 # This program is distributed in the hope that it will be useful,
12 # but WITHOUT ANY WARRANTY; without even the implied warranty of
13 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
14 # GNU Affero General Public License for more details.
16 # You should have received a copy of the GNU Affero General Public License
17 # along with this program. If not, see <http://www.gnu.org/licenses/>.
19 ##############################################################################
20 from osv import osv, fields
21 from tools.translate import _
23 class crm_merge_opportunity(osv.osv_memory):
24 """Merge two Opportunities"""
26 _name = 'crm.merge.opportunity'
27 _description = 'Merge two Opportunities'
29 def _get_first_not_null_id(self, attr, ops, oldest):
30 if hasattr(oldest, attr) and getattr(oldest, attr):
31 return getattr(oldest, attr).id
34 if hasattr(op, attr) and getattr(op, attr):
35 return getattr(op, attr).id
38 def _get_first_not_null(self, attr, ops, oldest):
39 if hasattr(oldest, attr) and getattr(oldest, attr):
40 return getattr(oldest, attr)
43 if hasattr(op, attr) and getattr(op, attr):
44 return getattr(op, attr)
47 def _concat_all(self, attr, ops):
48 return ', '.join([getattr(op, attr) for op in ops if hasattr(op, attr) and getattr(op, attr)])
51 def get_attachments(self, cr, uid, id, context=None):
52 proxy = self.pool.get('ir.attachment')
53 ids = proxy.search(cr, uid, [('res_model', '=', 'crm.lead'), ('res_id', '=', id)], context=context)
54 return proxy.browse(cr, uid, ids, context=context)
56 def find_oldest(self, cr, uid, op_ids, context=None):
59 ids = [op_id.id for op_id in op_ids]
60 if context.get('convert'):
61 ids = list(set(ids) - set(context.get('lead_ids', False)) )
62 lead_obj = self.pool.get('crm.lead')
63 op_id = lead_obj.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
66 opps = lead_obj.browse(cr, uid, [op_id[0]], context=context)
69 def _update_data(self, op_ids, oldest_opp):
71 'partner_id': self._get_first_not_null_id('partner_id', op_ids, oldest_opp), # !!
72 'title': self._get_first_not_null_id('title', op_ids, oldest_opp),
73 'name' : self._get_first_not_null('name', op_ids, oldest_opp), #not lost
74 'categ_id' : self._get_first_not_null_id('categ_id', op_ids, oldest_opp), # !!
75 'channel_id' : self._get_first_not_null_id('channel_id', op_ids, oldest_opp), # !!
76 'city' : self._get_first_not_null('city', op_ids, oldest_opp), # !!
77 'company_id' : self._get_first_not_null_id('company_id', op_ids, oldest_opp), #!!
78 'contact_name' : self._get_first_not_null('contact_name', op_ids, oldest_opp), #not lost
79 'country_id' : self._get_first_not_null_id('country_id', op_ids, oldest_opp), #!!
80 'partner_address_id' : self._get_first_not_null_id('partner_address_id', op_ids, oldest_opp), #!!
81 'type_id' : self._get_first_not_null_id('type_id', op_ids, oldest_opp), #!!
82 'user_id' : self._get_first_not_null_id('user_id', op_ids, oldest_opp), #!!
83 'section_id' : self._get_first_not_null_id('section_id', op_ids, oldest_opp), #!!
84 'state_id' : self._get_first_not_null_id('state_id', op_ids, oldest_opp),
85 'description' : self._concat_all('description', op_ids), #not lost
86 'email' : self._get_first_not_null('email', op_ids, oldest_opp), # !!
87 'fax' : self._get_first_not_null('fax', op_ids, oldest_opp),
88 'mobile' : self._get_first_not_null('mobile', op_ids, oldest_opp),
89 'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
90 'phone' : self._get_first_not_null('phone', op_ids, oldest_opp),
91 'probability' : self._get_first_not_null('probability', op_ids, oldest_opp),
92 'planned_revenue' : self._get_first_not_null('planned_revenue', op_ids, oldest_opp),
93 'street' : self._get_first_not_null('street', op_ids, oldest_opp),
94 'street2' : self._get_first_not_null('street2', op_ids, oldest_opp),
95 'zip' : self._get_first_not_null('zip', op_ids, oldest_opp),
97 'create_date' : self._get_first_not_null('create_date', op_ids, oldest_opp),
98 'date_action_last': self._get_first_not_null('date_action_last', op_ids, oldest_opp),
99 'date_action_next': self._get_first_not_null('date_action_next', op_ids, oldest_opp),
100 'email_from' : self._get_first_not_null('email_from', op_ids, oldest_opp),
101 'email_cc' : self._get_first_not_null('email_cc', op_ids, oldest_opp),
102 'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
106 def merge(self, cr, uid, op_ids, context=None):
108 :param opp_ids: list of opportunities ids to merge
110 opp_obj = self.pool.get('crm.lead')
111 message_obj = self.pool.get('mail.message')
113 lead_ids = context and context.get('lead_ids', []) or []
116 raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
118 opportunities = opp_obj.browse(cr, uid, lead_ids, context=context)
119 opportunities_list = list(set(op_ids) - set(opportunities))
120 oldest_opp = self.find_oldest(cr, uid, op_ids, context=context)
122 first_opportunity = opportunities[0]
123 tail_opportunities = opportunities_list
125 first_opportunity = opportunities_list[0]
126 tail_opportunities = opportunities_list[1:]
127 data = self._update_data(op_ids, oldest_opp)
129 #copy message into the first opportunity + merge attachement
131 first_attachments = self.get_attachments(cr, uid, first_opportunity, context=context)
132 for opp in tail_opportunities:
133 attachments = self.get_attachments(cr, uid, opp, context=context)
134 for first in first_attachments:
135 for attachment in attachments:
136 if attachment.name == first.name:
138 name = "%s (%s)" % (attachment.name, count,),
139 res_id = first_opportunity.id,
141 attachment.write(values)
144 for history in opp.message_ids:
145 message_obj.write(cr, uid, history.id, {'res_id': first_opportunity.id, 'subject' : _("From %s : %s") % (opp.name, history.subject) }, context=context)
147 #Notification about loss of information
149 subject = ['Merged opportunities :']
151 subject.append(opp.name)
152 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 '',
153 opp.stage_id.name or '',
154 opp.section_id.name or '',
155 opp.user_id.name or '',
156 opp.categ_id.name or '',
157 opp.channel_id.name or '',
158 opp.company_id.name or '',
159 opp.contact_name or '',
160 opp.email_from or '',
164 opp.state_id.name or '',
165 opp.description or '',
166 opp.probability or '',
167 opp.planned_revenue or '',
168 opp.country_id.name or '',
174 subject = subject[0] + ", ".join(subject[1:])
175 details = "\n\n".join(details)
177 opp_obj.message_append(cr, uid, [first_opportunity], subject, body_text=details)
178 #data.update({'message_ids' : [(6, 0 ,self._concat_o2m('message_ids', op_ids))]})
179 opp_obj.write(cr, uid, [first_opportunity.id], data, context=context)
180 unlink_ids = map(lambda x: x.id, tail_opportunities)
181 opp_obj.unlink(cr, uid, unlink_ids, context=context)
183 models_data = self.pool.get('ir.model.data')
185 # Get Opportunity views
186 opportunity_view_form = models_data._get_id(
187 cr, uid, 'crm', 'crm_case_form_view_oppor')
188 opportunity_view_tree = models_data._get_id(
189 cr, uid, 'crm', 'crm_case_tree_view_oppor')
190 if opportunity_view_form:
191 opportunity_view_form = models_data.browse(
192 cr, uid, opportunity_view_form, context=context).res_id
193 if opportunity_view_tree:
194 opportunity_view_tree = models_data.browse(
195 cr, uid, opportunity_view_tree, context=context).res_id
198 'name': _('Opportunity'),
200 'view_mode': 'tree, form',
201 'res_model': 'crm.lead',
202 'domain': [('type', '=', 'opportunity')],
203 'res_id': int(first_opportunity.id),
205 'views': [(opportunity_view_form, 'form'),
206 (opportunity_view_tree, 'tree'),
207 (False, 'calendar'), (False, 'graph')],
208 'type': 'ir.actions.act_window',
212 def action_merge(self, cr, uid, ids, context=None):
213 obj_opportunity = self.browse(cr, uid, ids[0], context=context)
214 op_ids = obj_opportunity.opportunity_ids
215 self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [op_ids[0].id])]}, context=context)
216 context['lead_ids'] = [op_ids[0].id]
217 return self.merge(cr, uid, op_ids, context)
220 'opportunity_ids' : fields.many2many('crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id', 'Opportunities', domain=[('type', '=', 'opportunity')]),
223 def default_get(self, cr, uid, fields, context=None):
225 This function gets default values
226 @param self: The object pointer
227 @param cr: the current row, from the database cursor,
228 @param uid: the current users ID for security checks,
229 @param fields: List of fields for default value
230 @param context: A standard dictionary for contextual values
232 @return : default values of fields.
234 record_ids = context and context.get('active_ids', False) or False
235 res = super(crm_merge_opportunity, self).default_get(cr, uid, fields, context=context)
239 opps = self.pool.get('crm.lead').browse(cr, uid, record_ids, context=context)
241 if opp.state not in ('done', 'cancel'):
242 opp_ids.append(opp.id)
243 if 'opportunity_ids' in fields:
244 res.update({'opportunity_ids': opp_ids})
248 crm_merge_opportunity()
250 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: