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 phonecall2opportunity(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 phonecall ?" 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 _check_state(self, cr, uid, data, context):
67 pool = pooler.get_pool(cr.dbname)
68 case_obj = pool.get('crm.phonecall')
69 for case in case_obj.browse(cr, uid, data['ids']):
70 if case.state != 'open':
71 raise wizard.except_wizard(_('Warning !'),
72 _('Phone Call state should be \'Open\' before converting to Opportunity.'))
75 def _selectopportunity(self, cr, uid, data, context):
76 pool = pooler.get_pool(cr.dbname)
77 case_obj = pool.get('crm.phonecall')
78 for case in case_obj.browse(cr, uid, data['ids']):
79 if not case.partner_id:
80 return 'create_partner'
81 return {'name': case.name, 'partner_id':case.partner_id.id}
83 def _selectChoice(self, cr, uid, data, context):
84 pool = pooler.get_pool(cr.dbname)
85 case_obj = pool.get('crm.phonecall')
86 for case in case_obj.browse(cr, uid, data['ids']):
87 if not case.partner_id:
88 return 'create_partner'
91 def _makeOrder(self, cr, uid, data, context):
92 pool = pooler.get_pool(cr.dbname)
93 data_obj = pool.get('ir.model.data')
94 result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
95 res = data_obj.read(cr, uid, result, ['res_id'])
98 id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
99 id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
101 id2 = data_obj.browse(cr, uid, id2, context=context).res_id
103 id3 = data_obj.browse(cr, uid, id3, context=context).res_id
105 phonecall_case_obj = pool.get('crm.phonecall')
106 opportunity_case_obj = pool.get('crm.opportunity')
107 for phonecall in phonecall_case_obj.browse(cr, uid, data['ids']):
108 #TODO : Take other info from phonecall
109 new_opportunity_id = opportunity_case_obj.create(cr, uid, {
110 'name': data['form']['name'],
111 'planned_revenue': data['form']['planned_revenue'],
112 'probability': data['form']['probability'],
113 'partner_id': data['form']['partner_id'],
114 'section_id': phonecall.section_id.id,
115 'description': phonecall.description,
116 'phonecall_id': phonecall.id,
117 'priority': phonecall.priority
119 new_opportunity = opportunity_case_obj.browse(cr, uid, new_opportunity_id)
121 'partner_id': data['form']['partner_id'],
122 'opportunity_id' : new_opportunity_id,
124 phonecall_case_obj.write(cr, uid, [phonecall.id], vals)
125 phonecall_case_obj.case_close(cr, uid, [phonecall.id])
126 opportunity_case_obj.case_open(cr, uid, [new_opportunity_id])
128 'name': _('Opportunity'),
130 'view_mode': 'form,tree',
131 'res_model': 'crm.opportunity',
132 'res_id': int(new_opportunity_id),
134 'views': [(id2,'form'),(id3,'tree'),(False,'calendar'),(False,'graph')],
135 'type': 'ir.actions.act_window',
136 'search_view_id': res['res_id']
140 def _makePartner(self, cr, uid, data, context):
141 pool = pooler.get_pool(cr.dbname)
142 phonecall_case_obj = pool.get('crm.phonecall')
143 partner_obj = pool.get('res.partner')
144 contact_obj = pool.get('res.partner.address')
145 if data['form']['action']=='create':
146 for case in phonecall_case_obj.browse(cr, uid, data['ids']):
147 partner_id = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
149 raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
151 partner_id = partner_obj.create(cr, uid, {
152 'name': case.partner_name or case.name,
153 'user_id': case.user_id.id,
154 'comment': case.description,
156 contact_id = contact_obj.create(cr, uid, {
157 'partner_id': partner_id,
158 'name': case.partner_name2,
159 'phone': case.partner_phone,
160 'mobile': case.partner_mobile,
161 'email': case.email_from
164 partner = partner_obj.browse(cr,uid,data['form']['partner_id'])
165 partner_id=partner.id
166 contact_id=partner.address and partner.address[0].id
168 phonecall_case_obj.write(cr, uid, data['ids'], {
169 'partner_id': partner_id,
170 'partner_address_id': contact_id
176 'actions': [_check_state],
177 'result': {'type':'choice','next_state':_selectChoice}
181 'result': {'type': 'form', 'arch': partner_form, 'fields': partner_fields,
182 'state' : [('end', 'Cancel', 'gtk-cancel'),('create', 'Continue', 'gtk-go-forward')]}
186 'result': {'type': 'action', 'action': _makePartner, 'state':'opportunity' }
189 'actions': [_selectopportunity],
190 'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
191 'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Opportunity', 'gtk-go-forward')]}
195 'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
199 phonecall2opportunity('crm.phonecall.opportunity_set')
201 class phonecall2meeting(wizard.interface):
203 def _makeMeeting(self, cr, uid, data, context):
204 pool = pooler.get_pool(cr.dbname)
205 phonecall_case_obj = pool.get('crm.phonecall')
206 data_obj = pool.get('ir.model.data')
207 result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
208 id = data_obj.read(cr, uid, result, ['res_id'])
209 id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet')
210 id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet')
211 id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_meet')
213 id1 = data_obj.browse(cr, uid, id1, context=context).res_id
215 id2 = data_obj.browse(cr, uid, id2, context=context).res_id
217 id3 = data_obj.browse(cr, uid, id3, context=context).res_id
219 'name': _('Meetings'),
220 'domain' : "[('phonecall_id','in',%s)]"%(data['ids']),
222 'view_mode': 'calendar,form,tree',
223 'res_model': 'crm.meeting',
225 'views': [(id1,'calendar'),(id2,'form'),(id3,'tree')],
226 'type': 'ir.actions.act_window',
227 'search_view_id': id['res_id']
233 'result': {'type': 'action', 'action': _makeMeeting, 'state': 'order'}
237 'result': {'type': 'state', 'state': 'end'}
240 phonecall2meeting('crm.phonecall.meeting_set')
242 class partner_create(wizard.interface):
244 case_form = """<?xml version="1.0"?>
245 <form string="Convert To Partner">
246 <label string="Are you sure you want to create a partner based on this phonecall ?" colspan="4"/>
247 <label string="You may have to verify that this partner does not exist already." colspan="4"/>
248 <!--field name="close"/-->
252 'close': {'type':'boolean', 'string':'Close Phonecall'}
255 def _selectPartner(self, cr, uid, data, context):
256 pool = pooler.get_pool(cr.dbname)
257 case_obj = pool.get('crm.phonecall')
258 for case in case_obj.browse(cr, uid, data['ids']):
260 raise wizard.except_wizard(_('Warning !'),
261 _('A partner is already defined on this phonecall.'))
264 def _makeOrder(self, cr, uid, data, context):
265 pool = pooler.get_pool(cr.dbname)
266 mod_obj = pool.get('ir.model.data')
267 result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
268 res = mod_obj.read(cr, uid, result, ['res_id'])
269 case_obj = pool.get('crm.phonecall')
270 partner_obj = pool.get('res.partner')
271 contact_obj = pool.get('res.partner.address')
272 for case in case_obj.browse(cr, uid, data['ids']):
273 partner_id = partner_obj.search(cr, uid, [('name', '=', case.name)])
275 raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
277 partner_id = partner_obj.create(cr, uid, {
279 'user_id': case.user_id.id,
280 'comment': case.description,
282 contact_id = contact_obj.create(cr, uid, {
283 'partner_id': partner_id,
285 'phone': case.partner_phone,
286 'mobile': case.partner_mobile,
287 'email': case.email_from
291 case_obj.write(cr, uid, data['ids'], {
292 'partner_id': partner_id,
293 'partner_address_id': contact_id
295 if data['form']['close']:
296 case_obj.case_close(cr, uid, data['ids'])
301 'view_mode': 'form,tree',
302 'res_model': 'res.partner',
303 'res_id': int(partner_id),
305 'type': 'ir.actions.act_window',
306 'search_view_id': res['res_id']
312 'actions': [_selectPartner],
313 'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
314 'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Partner', 'gtk-go-forward')]}
318 'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
322 partner_create('crm.phonecall.partner_create')
324 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: