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 fields, osv
22 from operator import itemgetter
24 import sugarcrm_fields_mapping
25 from tools.translate import _
27 pp = pprint.PrettyPrinter(indent=4)
30 def find_mapped_id(obj, cr, uid, res_model, sugar_id, context):
31 model_obj = obj.pool.get('ir.model.data')
32 return model_obj.search(cr, uid, [('model', '=', res_model), ('module', '=', 'sugarcrm_import'), ('name', '=', sugar_id)], context=context)
34 def get_all(sugar_obj, cr, uid, model, sugar_val, context=None):
35 models = sugar_obj.pool.get(model)
36 model_code = sugar_val[0:2]
37 all_model_ids = models.search(cr, uid, [('name', '=', sugar_val)]) or models.search(cr, uid, [('code', '=', model_code.upper())])
38 output = sorted([(o.id, o.name)
39 for o in models.browse(cr, uid, all_model_ids, context=context)],
43 def get_all_states(sugar_obj, cr, uid, sugar_val, country_id, context=None):
44 """Get states or create new state"""
46 res_country_state_obj = sugar_obj.pool.get('res.country.state')
48 state = get_all(sugar_obj,
49 cr, uid, 'res.country.state', sugar_val, context=context)
51 state_id = state and state[0][0]
53 state_id = res_country_state_obj.create(cr, uid, {'name': sugar_val, 'code': sugar_val, 'country_id': country_id})
56 def get_all_countries(sugar_obj, cr, uid, sugar_country_val, context=None):
57 """Get Country or Create new country"""
58 res_country_obj = sugar_obj.pool.get('res.country')
60 country_code = sugar_country_val[0:2]
61 country = get_all(sugar_obj,
62 cr, uid, 'res.country', sugar_country_val, context=context)
64 country_id = country and country[0][0]
66 country_id = res_country_obj.create(cr, uid, {'name': sugar_country_val, 'code': country_code})
69 def import_partner_address(sugar_obj, cr, uid, context=None):
72 map_partner_address = {
74 'name': ['first_name', 'last_name'],
75 'phone': 'phone_work',
76 'mobile': 'phone_mobile',
79 'street': 'primary_address_street',
80 'zip': 'primary_address_postalcode',
81 'city': 'primary_address_city',
82 'country_id.id': 'country_id.id',
83 'state_id.id': 'state_id.id'
85 address_obj = sugar_obj.pool.get('res.partner.address')
86 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
87 sugar_data = sugar.search(PortType, sessionid, 'Contacts')
88 for val in sugar_data:
89 if val.get('primary_address_country'):
90 country_id = get_all_countries(sugar_obj, cr, uid, val.get('primary_address_country'), context)
91 state = get_all_states(sugar_obj,cr, uid, val.get('primary_address_state'), country_id, context)
92 val['country_id.id'] = country_id
93 val['state_id.id'] = state
94 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_partner_address)
95 address_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
100 def import_users(sugar_obj, cr, uid, context=None):
103 'name': ['first_name', 'last_name'],
104 'login': 'user_name',
105 'context_lang' : 'context_lang',
106 'password' : 'password',
108 'context_department_id.id': 'context_department_id.id',
111 def get_users_department(sugar_obj, cr, uid, val, context=None):
112 department_id = False
113 department_obj = sugar_obj.pool.get('hr.department')
114 department_ids = department_obj.search(cr, uid, [('name', '=', val)])
116 department_id = department_ids[0]
118 department_id = department_obj.create(cr, uid, {'name': val})
123 department_id = False
125 user_obj = sugar_obj.pool.get('res.users')
126 PortType,sessionid = sugar.login(context.get('username',''), context.get('password',''), context.get('url',''))
127 sugar_data = sugar.search(PortType,sessionid, 'Users')
128 for val in sugar_data:
129 user_ids = user_obj.search(cr, uid, [('login', '=', val.get('user_name'))])
131 val['.id'] = str(user_ids[0])
133 val['password'] = 'sugarcrm' #default password for all user
134 department_id = get_users_department(sugar_obj, cr, uid, val.get('department'), context=context)
135 val['context_department_id.id'] = department_id
136 val['context_lang'] = context.get('lang','en_US')
137 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_user)
138 #All data has to be imported separatly because they don't have the same field
139 user_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
142 def get_lead_status(surgar_obj, cr, uid, sugar_val,context=None):
146 stage_dict = {'status': #field in the sugarcrm database
147 { #Mapping of sugarcrm stage : openerp opportunity stage
149 'Assigned':'Qualification',
150 'In Progress': 'Proposition',
151 'Recycled': 'Negotiation',
154 stage = stage_dict['status'].get(sugar_val['status'], '')
155 stage_pool = surgar_obj.pool.get('crm.case.stage')
156 stage_ids = stage_pool.search(cr, uid, [('type', '=', 'lead'), ('name', '=', stage)])
157 for stage in stage_pool.browse(cr, uid, stage_ids, context):
161 def get_lead_state(surgar_obj, cr, uid, sugar_val,context=None):
165 state_dict = {'status': #field in the sugarcrm database
166 { #Mapping of sugarcrm stage : openerp opportunity stage
169 'In Progress': 'open',
170 'Recycled': 'cancel',
173 state = state_dict['status'].get(sugar_val['status'], '')
176 def get_opportunity_status(surgar_obj, cr, uid, sugar_val,context=None):
180 stage_dict = { 'sales_stage':
181 {#Mapping of sugarcrm stage : openerp opportunity stage Mapping
182 'Need Analysis': 'New',
183 'Closed Lost': 'Lost',
185 'Value Proposition': 'Proposition',
186 'Negotiation/Review': 'Negotiation'
189 stage = stage_dict['sales_stage'].get(sugar_val['sales_stage'], '')
190 stage_pool = surgar_obj.pool.get('crm.case.stage')
191 stage_ids = stage_pool.search(cr, uid, [('type', '=', 'opportunity'), ('name', '=', stage)])
192 for stage in stage_pool.browse(cr, uid, stage_ids, context):
196 def get_user_address(sugar_obj, cr, uid, val, context=None):
197 address_obj = sugar_obj.pool.get('res.partner.address')
199 'name': ['first_name', 'last_name'],
200 'city': 'address_city',
201 'country_id': 'country_id',
202 'state_id': 'state_id',
203 'street': 'address_street',
204 'zip': 'address_postalcode',
206 address_ids = address_obj.search(cr, uid, [('name', 'like', val.get('first_name') +' '+ val.get('last_name'))])
207 if val.get('address_country'):
208 country_id = get_all_countries(sugar_obj, cr, uid, val.get('address_country'), context)
209 state_id = get_all_states(sugar_obj, cr, uid, val.get('address_state'), country_id, context)
210 val['country_id'] = country_id
211 val['state_id'] = state_id
212 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_user_address)
213 dict_val = dict(zip(fields,datas))
215 address_obj.write(cr, uid, address_ids, dict_val)
217 new_address_id = address_obj.create(cr,uid, dict_val)
218 return new_address_id
221 def get_address_type(sugar_obj, cr, uid, val, map_partner_address, type, context=None):
222 address_obj = sugar_obj.pool.get('res.partner.address')
223 new_address_id = False
224 if type == 'invoice':
225 type_address = 'billing'
227 type_address = 'shipping'
229 map_partner_address.update({
230 'street': type_address + '_address_street',
231 'zip': type_address +'_address_postalcode',
232 'city': type_address +'_address_city',
233 'country_id': 'country_id',
237 if val.get(type_address +'_address_country'):
238 country_id = get_all_countries(sugar_obj, cr, uid, val.get(type_address +'_address_country'), context)
239 state = get_all_states(sugar_obj, cr, uid, val.get(type_address +'_address_state'), country_id, context)
240 val['country_id'] = country_id
241 val['state_id'] = state
242 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_partner_address)
243 #Convert To list into Dictionary(Key, val). value pair.
244 dict_val = dict(zip(fields,datas))
245 new_address_id = address_obj.create(cr,uid, dict_val)
246 return new_address_id
248 def get_address(sugar_obj, cr, uid, val, context=None):
249 map_partner_address={}
251 address_obj = sugar_obj.pool.get('res.partner.address')
252 address_ids = address_obj.search(cr, uid, [('name', '=',val.get('name')), ('type', 'in', ('invoice', 'delivery')), ('street', '=', val.get('billing_address_street'))])
256 map_partner_address = {
259 'partner_id/id': 'account_id',
260 'phone': 'phone_office',
261 'mobile': 'phone_mobile',
265 if val.get('billing_address_street'):
266 address_id.append(get_address_type(sugar_obj, cr, uid, val, map_partner_address, 'invoice', context))
268 if val.get('shipping_address_street'):
269 address_id.append(get_address_type(sugar_obj, cr, uid, val, map_partner_address, 'delivery', context))
273 def import_partners(sugar_obj, cr, uid, context=None):
279 'website': 'website',
280 'user_id/id': 'assigned_user_id',
282 'comment': ['__prettyprint__', 'description', 'employees', 'ownership', 'annual_revenue', 'rating', 'industry', 'ticker_symbol'],
283 'customer': 'customer',
284 'supplier': 'supplier',
286 partner_obj = sugar_obj.pool.get('res.partner')
287 address_obj = sugar_obj.pool.get('res.partner.address')
288 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
289 sugar_data = sugar.search(PortType, sessionid, 'Accounts')
290 for val in sugar_data:
291 add_id = get_address(sugar_obj, cr, uid, val, context)
292 val['customer'] = '1'
293 val['supplier'] = '0'
294 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_partner)
295 partner_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
296 for address in address_obj.browse(cr,uid,add_id):
297 data_id = partner_obj.search(cr,uid,[('name','like',address.name),('website','like',val.get('website'))])
299 address_obj.write(cr,uid,address.id,{'partner_id':data_id[0]})
302 def get_category(sugar_obj, cr, uid, model, name, context=None):
304 categ_obj = sugar_obj.pool.get('crm.case.categ')
305 categ_ids = categ_obj.search(cr, uid, [('object_id.model','=',model), ('name', 'like', name)] )
307 categ_id = categ_ids[0]
309 model_ids = sugar_obj.pool.get('ir.model').search(cr, uid, [('model', '=', model)], context=context)
310 model = model_ids and model_ids[0] or False
311 categ_id = categ_obj.create(cr, uid, {'name': name, 'object_id': model})
314 def get_alarm_id(sugar_obj, cr, uid, val, context=None):
316 alarm_dict = {'60': '1 minute before',
317 '300': '5 minutes before',
318 '600': '10 minutes before',
319 '900': '15 minutes before',
320 '1800':'30 minutes before',
321 '3600': '1 hour before',
324 alarm_obj = sugar_obj.pool.get('res.alarm')
325 if alarm_dict.get(val):
326 alarm_ids = alarm_obj.search(cr, uid, [('name', 'like', alarm_dict.get(val))])
327 for alarm in alarm_obj.browse(cr, uid, alarm_ids, context):
331 def get_meeting_state(sugar_obj, cr, uid, val,context=None):
335 state_dict = {'status': #field in the sugarcrm database
336 { #Mapping of sugarcrm stage : openerp meeting stage
341 state = state_dict['status'].get(val, '')
344 def get_task_state(sugar_obj, cr, uid, val, context=None):
348 state_dict = {'status': #field in the sugarcrm database
349 { #Mapping of sugarcrm stage : openerp meeting stage
350 'Completed' : 'done',
351 'Not Started':'draft',
352 'In Progress': 'open',
353 'Pending Input': 'draft',
356 state = state_dict['status'].get(val, '')
359 def get_project_state(sugar_obj, cr, uid, val,context=None):
363 state_dict = {'status': #field in the sugarcrm database
364 { #Mapping of sugarcrm staus : openerp Projects state
367 'Published': 'close',
369 state = state_dict['status'].get(val, '')
372 def get_project_task_state(sugar_obj, cr, uid, val,context=None):
376 state_dict = {'status': #field in the sugarcrm database
377 { #Mapping of sugarcrm status : openerp Porject Tasks state
378 'Not Started': 'draft',
379 'In Progress': 'open',
381 'Pending Input': 'pending',
382 'Deferred': 'cancelled',
384 state = state_dict['status'].get(val, '')
387 def get_project_task_priority(sugar_obj, cr, uid, val,context=None):
391 priority_dict = {'priority': #field in the sugarcrm database
392 { #Mapping of sugarcrm status : openerp Porject Tasks state
397 priority = priority_dict['priority'].get(val, '')
401 def get_account(sugar_obj, cr, uid, val, context=None):
405 partner_address_id = False
406 model_obj = sugar_obj.pool.get('ir.model.data')
407 address_obj = sugar_obj.pool.get('res.partner.address')
408 if val.get('parent_type') == 'Accounts':
409 model_ids = model_obj.search(cr, uid, [('name', '=', val.get('parent_id')), ('model', '=', 'res.partner')])
411 model = model_obj.browse(cr, uid, model_ids)[0]
412 partner_id = model.res_id
413 address_ids = address_obj.search(cr, uid, [('partner_id', '=', partner_id)])
414 partner_address_id = address_ids and address_ids[0]
416 if val.get('parent_type') == 'Contacts':
417 model_ids = model_obj.search(cr, uid, [('name', '=', val.get('parent_id')), ('model', '=', 'res.partner.address')])
418 for model in model_obj.browse(cr, uid, model_ids):
419 partner_address_id = model.res_id
420 address_id = address_obj.browse(cr, uid, partner_address_id)
421 partner_id = address_id and address_id.partner_id or False
422 return partner_id, partner_address_id
424 def import_tasks(sugar_obj, cr, uid, context=None):
427 map_task = {'id' : 'id',
429 'date': 'date_start',
430 'date_deadline' : 'date_due',
431 'user_id/id': 'assigned_user_id',
432 'categ_id/.id': 'categ_id/.id',
433 'partner_id/.id': 'partner_id/.id',
434 'partner_address_id/.id': 'partner_address_id/.id',
437 meeting_obj = sugar_obj.pool.get('crm.meeting')
438 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
439 categ_id = get_category(sugar_obj, cr, uid, 'crm.meeting', 'Tasks')
440 sugar_data = sugar.search(PortType, sessionid, 'Tasks')
441 for val in sugar_data:
442 partner_xml_id = find_mapped_id(sugar_obj, cr, uid, 'res.partner.address', val.get('contact_id'), context)
443 if not partner_xml_id:
444 raise osv.except_osv(_('Warning !'), _('Reference Contact %s cannot be created, due to Lower Record Limit in SugarCRM Configuration.') % val.get('contact_name'))
445 partner_id, partner_address_id = get_account(sugar_obj, cr, uid, val, context)
446 val['partner_id/.id'] = partner_id
447 val['partner_address_id/.id'] = partner_address_id
448 val['categ_id/.id'] = categ_id
449 val['state'] = get_task_state(sugar_obj, cr, uid, val.get('status'), context=None)
450 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_task)
451 meeting_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
454 def get_attendee_id(sugar_obj, cr, uid, PortType, sessionid, module_name, module_id, context=None):
457 model_obj = sugar_obj.pool.get('ir.model.data')
458 att_obj = sugar_obj.pool.get('calendar.attendee')
459 meeting_obj = sugar_obj.pool.get('crm.meeting')
460 user_dict = sugar.user_get_attendee_list(PortType, sessionid, module_name, module_id)
461 for user in user_dict:
462 user_model_ids = find_mapped_id(sugar_obj, cr, uid, 'res.users', user.get('id'), context)
463 user_resource_id = model_obj.browse(cr, uid, user_model_ids)
465 user_id = user_resource_id[0].res_id
466 attend_ids = att_obj.search(cr, uid, [('user_id', '=', user_id)])
468 attendees = attend_ids[0]
470 attendees = att_obj.create(cr, uid, {'user_id': user_id, 'email': user.get('email1')})
471 meeting_model_ids = find_mapped_id(sugar_obj, cr, uid, 'crm.meeting', module_id, context)
472 meeting_xml_id = model_obj.browse(cr, uid, meeting_model_ids)
474 meeting_obj.write(cr, uid, [meeting_xml_id[0].res_id], {'attendee_ids': [(4, attendees)]})
477 def import_meetings(sugar_obj, cr, uid, context=None):
480 map_meeting = {'id' : 'id',
482 'date': 'date_start',
483 'duration': ['duration_hours', 'duration_minutes'],
484 'location': 'location',
485 'alarm_id/.id': 'alarm_id/.id',
486 'user_id/id': 'assigned_user_id',
487 'partner_id/.id':'partner_id/.id',
488 'partner_address_id/.id':'partner_address_id/.id',
491 meeting_obj = sugar_obj.pool.get('crm.meeting')
492 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
493 sugar_data = sugar.search(PortType, sessionid, 'Meetings')
494 for val in sugar_data:
495 partner_id, partner_address_id = get_account(sugar_obj, cr, uid, val, context)
496 val['partner_id/.id'] = partner_id
497 val['partner_address_id/.id'] = partner_address_id
498 val['state'] = get_meeting_state(sugar_obj, cr, uid, val.get('status'),context)
499 val['alarm_id/.id'] = get_alarm_id(sugar_obj, cr, uid, val.get('reminder_time'), context)
500 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_meeting)
501 meeting_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
502 get_attendee_id(sugar_obj, cr, uid, PortType, sessionid, 'Meetings', val.get('id'), context)
505 def get_calls_state(sugar_obj, cr, uid, val,context=None):
509 state_dict = {'status': #field in the sugarcrm database
510 { #Mapping of sugarcrm stage : openerp calls stage
513 'Not Held': 'pending',
515 state = state_dict['status'].get(val, '')
518 def import_calls(sugar_obj, cr, uid, context=None):
521 map_calls = {'id' : 'id',
523 'date': 'date_start',
524 'duration': ['duration_hours', 'duration_minutes'],
525 'user_id/id': 'assigned_user_id',
526 'partner_id/.id': 'partner_id/.id',
527 'partner_address_id/.id': 'partner_address_id/.id',
528 'categ_id/.id': 'categ_id/.id',
531 phonecall_obj = sugar_obj.pool.get('crm.phonecall')
532 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
533 sugar_data = sugar.search(PortType, sessionid, 'Calls')
534 for val in sugar_data:
535 categ_id = get_category(sugar_obj, cr, uid, 'crm.phonecall', val.get('direction'))
536 val['categ_id/.id'] = categ_id
537 partner_id, partner_address_id = get_account(sugar_obj, cr, uid, val, context)
538 val['partner_id/.id'] = partner_id
539 val['partner_address_id/.id'] = partner_address_id
540 val['state'] = get_calls_state(sugar_obj, cr, uid, val.get('status'), context)
541 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_calls)
542 phonecall_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
545 def import_resources(sugar_obj, cr, uid, context=None):
548 map_resource = {'id' : 'user_hash',
549 'name': ['first_name', 'last_name'],
551 resource_obj = sugar_obj.pool.get('resource.resource')
552 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
553 sugar_data = sugar.search(PortType, sessionid, 'Employees')
554 for val in sugar_data:
555 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_resource)
556 resource_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
559 def get_bug_priority(sugar_obj, cr, uid, val,context=None):
563 priority_dict = {'priority': #field in the sugarcrm database
564 { #Mapping of sugarcrm priority : openerp bugs priority
570 priority = priority_dict['priority'].get(val, '')
573 def get_bug_state(sugar_obj, cr, uid, val,context=None):
577 state_dict = {'status': #field in the sugarcrm database
578 { #Mapping of sugarcrm status : openerp Bugs state
582 'Pending': 'pending',
583 'Rejected': 'cancel',
585 state = state_dict['status'].get(val, '')
588 def get_issue_related_project(sugar_obj,cr,uid, PortType, sessionid, val, context=None):
592 model_obj = sugar_obj.pool.get('ir.model.data')
593 project_obj = sugar_obj.pool.get('project.project')
594 sugar_bug_project = sugar.relation_search(PortType, sessionid, 'Bugs', module_id=val.get('id'), related_module='Project', query=None, deleted=None)
595 for project_id in sugar_bug_project:
596 model_ids = find_mapped_id(sugar_obj, cr, uid, 'project.project', project_id, context)
598 model_id = model_obj.browse(cr, uid, model_ids)[0].res_id
599 project_id = project_obj.browse(cr, uid, model_id).id
602 def import_bug(sugar_obj, cr, uid, context=None):
605 map_resource = {'id' : 'id',
607 'project_id/.id':'project_id/.id',
608 'categ_id.id': 'categ_id.id',
609 'priority':'priority',
610 'description': 'description',
613 issue_obj = sugar_obj.pool.get('project.issue')
614 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
615 sugar_data = sugar.search(PortType, sessionid, 'Bugs')
616 for val in sugar_data:
617 val['project_id/.id'] = get_issue_related_project(sugar_obj,cr,uid, PortType, sessionid, val, context)
618 val['categ_id.id'] = get_category(sugar_obj, cr, uid, 'project.issue', val.get('type'))
619 val['priority'] = get_bug_priority(sugar_obj, cr, uid, val.get('priority'),context)
620 val['state'] = get_bug_state(sugar_obj, cr, uid, val.get('status'),context)
621 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_resource)
622 issue_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
625 def get_job_id(sugar_obj, cr, uid, val, context=None):
629 job_obj = sugar_obj.pool.get('hr.job')
630 job_ids = job_obj.search(cr, uid, [('name', '=', val)])
634 job_id = job_obj.create(cr, uid, {'name': val})
637 def get_attachment(sugar_obj, cr, uid, val, model, File, context=None):
640 attachment_obj = sugar_obj.pool.get('ir.attachment')
641 model_obj = sugar_obj.pool.get('ir.model.data')
642 mailgate_obj = sugar_obj.pool.get('mailgate.message')
643 new_attachment_id = attachment_obj.create(cr, uid, {'name': val.get('name'), 'datas': File, 'res_id': val['res_id'],'res_model': val['model']})
644 message_model_ids = find_mapped_id(sugar_obj, cr, uid, model, val.get('id'), context)
645 message_xml_id = model_obj.browse(cr, uid, message_model_ids)
647 mailgate_obj.write(cr, uid, [message_xml_id[0].res_id], {'attachment_ids': [(4, new_attachment_id)]})
650 def import_history(sugar_obj, cr, uid, context=None):
653 map_attachment = {'id' : 'id',
655 'date':'date_entered',
656 'user_id/id': 'assigned_user_id',
657 'description': 'description_html',
660 'partner_id.id' : 'partner_id.id',
662 mailgate_obj = sugar_obj.pool.get('mailgate.message')
663 model_obj = sugar_obj.pool.get('ir.model.data')
664 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
665 sugar_data = sugar.search(PortType, sessionid, 'Notes')
666 for val in sugar_data:
667 File = sugar.attachment_search(PortType, sessionid, 'Notes', val.get('id'))
668 model_ids = model_obj.search(cr, uid, [('name', 'like', val.get('parent_id'))])
669 for model in model_obj.browse(cr, uid, model_ids):
670 val['res_id'] = model.res_id
671 val['model'] = model.model
672 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_attachment)
673 mailgate_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
674 get_attachment(sugar_obj, cr, uid, val, 'mailgate.message', File, context)
677 def import_employees(sugar_obj, cr, uid, context=None):
680 map_employee = {'id' : 'user_hash',
681 'resource_id/.id': 'resource_id/.id',
682 'name': ['first_name', 'last_name'],
683 'work_phone': 'phone_work',
684 'mobile_phone': 'phone_mobile',
685 'user_id/name': ['first_name', 'last_name'],
686 'address_home_id/.id': 'address_home_id/.id',
687 'notes': 'description',
688 #TODO: Creation of Employee create problem.
689 # 'coach_id/id': 'reports_to_id',
690 'job_id/.id': 'job_id/.id'
692 employee_obj = sugar_obj.pool.get('hr.employee')
693 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
694 sugar_data = sugar.search(PortType, sessionid, 'Employees')
695 for val in sugar_data:
696 address_id = get_user_address(sugar_obj, cr, uid, val, context)
697 val['address_home_id/.id'] = address_id
698 model_ids = find_mapped_id(sugar_obj, cr, uid, 'resource.resource', val.get('user_hash')+ '_resource_resource', context)
699 resource_id = sugar_obj.pool.get('ir.model.data').browse(cr, uid, model_ids)
701 val['resource_id/.id'] = resource_id[0].res_id
702 val['job_id/.id'] = get_job_id(sugar_obj, cr, uid, val.get('title'), context)
703 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_employee)
704 employee_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
707 def get_contact_title(sugar_obj, cr, uid, salutation, domain, context=None):
710 contact_title_obj = sugar_obj.pool.get('res.partner.title')
712 title_ids = contact_title_obj.search(cr, uid, [('shortcut', '=', salutation), ('domain', '=', domain)])
714 title_id = title_ids[0]
716 title_id = contact_title_obj.create(cr, uid, {'name': salutation, 'shortcut': salutation, 'domain': domain})
719 def import_emails(sugar_obj, cr, uid, context=None):
722 map_emails = {'id': 'id',
725 'email_from': 'from_addr_name',
726 'email_to': 'reply_to_addr',
727 'email_cc': 'cc_addrs_names',
728 'email_bcc': 'bcc_addrs_names',
729 'message_id': 'message_id',
730 'user_id/id': 'assigned_user_id',
731 'description': 'description_html',
735 mailgate_obj = sugar_obj.pool.get('mailgate.message')
736 model_obj = sugar_obj.pool.get('ir.model.data')
737 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
738 sugar_data = sugar.search(PortType, sessionid, 'Emails')
739 for val in sugar_data:
740 model_ids = model_obj.search(cr, uid, [('name', 'like', val.get('parent_id'))])
741 for model in model_obj.browse(cr, uid, model_ids):
742 val['res_id'] = model.res_id
743 val['model'] = model.model
744 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_emails)
745 mailgate_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
748 def get_project_account(sugar_obj,cr,uid, PortType, sessionid, val, context=None):
752 partner_invoice_id = False
753 model_obj = sugar_obj.pool.get('ir.model.data')
754 partner_obj = sugar_obj.pool.get('res.partner')
755 partner_address_obj = sugar_obj.pool.get('res.partner.address')
756 sugar_project_account = sugar.relation_search(PortType, sessionid, 'Project', module_id=val.get('id'), related_module='Accounts', query=None, deleted=None)
757 for account_id in sugar_project_account:
758 model_ids = find_mapped_id(sugar_obj, cr, uid, 'res.partner', account_id, context)
760 model_id = model_obj.browse(cr, uid, model_ids)[0].res_id
761 partner_id = partner_obj.browse(cr, uid, model_id).id
762 address_ids = partner_address_obj.search(cr, uid, [('partner_id', '=', partner_id),('type', '=', 'invoice')])
763 partner_invoice_id = address_ids[0]
764 return partner_id, partner_invoice_id
766 def import_projects(sugar_obj, cr, uid, context=None):
769 map_project = {'id': 'id',
771 'date_start': 'estimated_start_date',
772 'date': 'estimated_end_date',
773 'user_id/id': 'assigned_user_id',
774 'partner_id/.id': 'partner_id/.id',
775 'contact_id/.id': 'contact_id/.id',
778 project_obj = sugar_obj.pool.get('project.project')
779 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
780 sugar_data = sugar.search(PortType, sessionid, 'Project')
781 for val in sugar_data:
782 partner_id, partner_invoice_id = get_project_account(sugar_obj,cr,uid, PortType, sessionid, val, context)
783 val['partner_id/.id'] = partner_id
784 val['contact_id/.id'] = partner_invoice_id
785 val['state'] = get_project_state(sugar_obj, cr, uid, val.get('status'),context)
786 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_project)
787 project_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
791 def import_project_tasks(sugar_obj, cr, uid, context=None):
794 map_project_task = {'id': 'id',
796 'date_start': 'date_start',
797 'date_end': 'date_finish',
798 'progress': 'progress',
799 'project_id/name': 'project_name',
800 'planned_hours': 'planned_hours',
801 'total_hours': 'total_hours',
802 'priority': 'priority',
803 'description': 'description',
804 'user_id/id': 'assigned_user_id',
807 task_obj = sugar_obj.pool.get('project.task')
808 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
809 sugar_data = sugar.search(PortType, sessionid, 'ProjectTask')
810 for val in sugar_data:
811 val['state'] = get_project_task_state(sugar_obj, cr, uid, val.get('status'),context)
812 val['priority'] = get_project_task_priority(sugar_obj, cr, uid, val.get('priority'),context)
813 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_project_task)
814 task_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
817 def import_leads(sugar_obj, cr, uid, context=None):
822 'name': ['first_name', 'last_name'],
823 'contact_name': ['first_name', 'last_name'],
824 'description': ['description', 'refered_by', 'lead_source', 'lead_source_description', 'website'],
825 'partner_name': 'account_name',
826 'email_from': 'email1',
827 'phone': 'phone_work',
828 'mobile': 'phone_mobile',
829 'title.id': 'title.id',
831 'street': 'primary_address_street',
832 'street2': 'alt_address_street',
833 'zip': 'primary_address_postalcode',
834 'city':'primary_address_city',
835 'user_id/id' : 'assigned_user_id',
836 'stage_id.id' : 'stage_id.id',
841 lead_obj = sugar_obj.pool.get('crm.lead')
842 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
843 sugar_data = sugar.search(PortType, sessionid, 'Leads')
844 for val in sugar_data:
845 if val.get('opportunity_id'):
847 title_id = get_contact_title(sugar_obj, cr, uid, val.get('salutation'), 'contact', context)
848 val['title.id'] = title_id
850 stage_id = get_lead_status(sugar_obj, cr, uid, val, context)
851 val['stage_id.id'] = stage_id
852 val['state'] = get_lead_state(sugar_obj, cr, uid, val,context)
853 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_lead)
854 lead_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
857 def get_opportunity_contact(sugar_obj,cr,uid, PortType, sessionid, val, partner_xml_id, context=None):
860 partner_contact_name = False
861 model_obj = sugar_obj.pool.get('ir.model.data')
862 partner_address_obj = sugar_obj.pool.get('res.partner.address')
863 model_account_ids = model_obj.search(cr, uid, [('res_id', '=', partner_xml_id[0]), ('model', '=', 'res.partner'), ('module', '=', 'sugarcrm_import')])
864 model_xml_id = model_obj.browse(cr, uid, model_account_ids)[0].name
865 sugar_account_contact = set(sugar.relation_search(PortType, sessionid, 'Accounts', module_id=model_xml_id, related_module='Contacts', query=None, deleted=None))
866 sugar_opportunities_contact = set(sugar.relation_search(PortType, sessionid, 'Opportunities', module_id=val.get('id'), related_module='Contacts', query=None, deleted=None))
867 sugar_contact = list(sugar_account_contact.intersection(sugar_opportunities_contact))
869 for contact in sugar_contact:
870 model_ids = find_mapped_id(sugar_obj, cr, uid, 'res.partner.address', contact, context)
872 model_id = model_obj.browse(cr, uid, model_ids)[0].res_id
873 address_id = partner_address_obj.browse(cr, uid, model_id)
874 partner_address_obj.write(cr, uid, [address_id.id], {'partner_id': partner_xml_id[0]})
875 partner_contact_name = address_id.name
877 partner_contact_name = val.get('account_name')
878 return partner_contact_name
880 def import_opportunities(sugar_obj, cr, uid, context=None):
883 map_opportunity = {'id' : 'id',
885 'probability': 'probability',
886 'partner_id/name': 'account_name',
887 'title_action': 'next_step',
888 'partner_address_id/name': 'partner_address_id/name',
889 'planned_revenue': 'amount',
890 'date_deadline':'date_closed',
891 'user_id/id' : 'assigned_user_id',
892 'stage_id.id' : 'stage_id.id',
894 'categ_id.id': 'categ_id.id'
896 lead_obj = sugar_obj.pool.get('crm.lead')
897 partner_obj = sugar_obj.pool.get('res.partner')
898 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
899 sugar_data = sugar.search(PortType, sessionid, 'Opportunities')
900 for val in sugar_data:
901 partner_xml_id = partner_obj.search(cr, uid, [('name', 'like', val.get('account_name'))])
902 if not partner_xml_id:
903 raise osv.except_osv(_('Warning !'), _('Reference Partner %s cannot be created, due to Lower Record Limit in SugarCRM Configuration.') % val.get('account_name'))
904 partner_contact_name = get_opportunity_contact(sugar_obj,cr,uid, PortType, sessionid, val, partner_xml_id, context)
905 val['partner_address_id/name'] = partner_contact_name
906 val['categ_id.id'] = get_category(sugar_obj, cr, uid, 'crm.lead', val.get('opportunity_type'))
907 val['type'] = 'opportunity'
908 stage_id = get_opportunity_status(sugar_obj, cr, uid, val, context)
909 val['stage_id.id'] = stage_id
910 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_opportunity)
911 lead_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
914 MAP_FIELDS = {'Opportunities': #Object Mapping name
915 {'dependencies' : ['Users', 'Accounts', 'Contacts'], #Object to import before this table
916 'process' : import_opportunities,
919 {'dependencies' : ['Users', 'Accounts', 'Contacts'], #Object to import before this table
920 'process' : import_leads,
923 {'dependencies' : ['Users'], #Object to import before this table
924 'process' : import_partner_address,
927 {'dependencies' : ['Users', 'Contacts'], #Object to import before this table
928 'process' : import_partners,
931 {'dependencies' : [],
932 'process' : import_users,
935 {'dependencies' : ['Users', 'Tasks'],
936 'process' : import_meetings,
939 {'dependencies' : ['Users', 'Accounts', 'Contacts'],
940 'process' : import_tasks,
943 {'dependencies' : ['Users', 'Accounts', 'Contacts', 'Leads'],
944 'process' : import_calls,
947 {'dependencies' : ['Resources'],
948 'process' : import_employees,
951 {'dependencies' : ['Users'],
952 'process' : import_emails,
955 {'dependencies' : ['Users', 'Accounts', 'Contacts'],
956 'process' : import_projects,
959 {'dependencies' : ['Users', 'Projects'],
960 'process' : import_project_tasks,
963 {'dependencies' : ['Users', 'Projects', 'Project Tasks'],
964 'process' : import_bug,
967 {'dependencies' : ['Users', 'Projects', 'Project Tasks', 'Accounts', 'Contacts', 'Leads', 'Opportunities', 'Meetings', 'Calls'],
968 'process' : import_history,
971 {'dependencies' : ['Users'],
972 'process' : import_resources,
976 class import_sugarcrm(osv.osv):
977 """Import SugarCRM DATA"""
979 _name = "import.sugarcrm"
980 _description = __doc__
982 'lead': fields.boolean('Leads', help="If Leads are checked, SugarCRM Leads data imported in OpenERP crm-Lead form"),
983 'opportunity': fields.boolean('Opportunities', help="If Opportunities are checked, SugarCRM opportunities data imported in OpenERP crm-Opportunity form"),
984 'user': fields.boolean('User', help="If Users are checked, SugarCRM Users data imported in OpenERP Users form"),
985 'contact': fields.boolean('Contacts', help="If Contacts are checked, SugarCRM Contacts data imported in OpenERP partner address form"),
986 'account': fields.boolean('Accounts', help="If Accounts are checked, SugarCRM Accounts data imported in OpenERP partners form"),
987 'employee': fields.boolean('Employee', help="If Employees is checked, SugarCRM Employees data imported in OpenERP employees form"),
988 'meeting': fields.boolean('Meetings', help="If Meetings is checked, SugarCRM Meetings data imported in OpenERP meetings form"),
989 'call': fields.boolean('Calls', help="If Calls is checked, SugarCRM Calls data imported in OpenERP phonecalls form"),
990 'email': fields.boolean('Emails', help="If Emails is checked, SugarCRM Emails data imported in OpenERP Emails form"),
991 'project': fields.boolean('Projects', help="If Projects is checked, SugarCRM Projects data imported in OpenERP Projects form"),
992 'project_task': fields.boolean('Project Tasks', help="If Project Tasks is checked, SugarCRM Project Tasks data imported in OpenERP Project Tasks form"),
993 'bug': fields.boolean('Bugs', help="If Bugs is checked, SugarCRM Bugs data imported in OpenERP Project Issues form"),
994 'attachment': fields.boolean('Attachments', help="If Attachments is checked, SugarCRM Notes data imported in OpenERP's Related module's History with attachment"),
995 'username': fields.char('User Name', size=64),
996 'password': fields.char('Password', size=24),
998 _defaults = { #to be set to true, but easier for debugging
1000 'opportunity': False,
1009 'project_task': False,
1013 def get_key(self, cr, uid, ids, context=None):
1014 """Select Key as For which Module data we want import data."""
1018 for current in self.browse(cr, uid, ids, context):
1020 key_list.append('Leads')
1021 if current.opportunity:
1022 key_list.append('Opportunities')
1024 key_list.append('Users')
1026 key_list.append('Contacts')
1028 key_list.append('Accounts')
1029 if current.employee:
1030 key_list.append('Employees')
1032 key_list.append('Meetings')
1034 key_list.append('Calls')
1036 key_list.append('Emails')
1038 key_list.append('Projects')
1039 if current.project_task:
1040 key_list.append('Project Tasks')
1042 key_list.append('Bugs')
1043 if current.attachment:
1044 key_list.append('Notes')
1047 def import_all(self, cr, uid, ids, context=None):
1048 """Import all sugarcrm data into openerp module"""
1051 keys = self.get_key(cr, uid, ids, context)
1052 imported = set() #to invoid importing 2 times the sames modules
1054 if not key in imported:
1055 self.resolve_dependencies(cr, uid, MAP_FIELDS, MAP_FIELDS[key]['dependencies'], imported, context=context)
1056 MAP_FIELDS[key]['process'](self, cr, uid, context)
1059 obj_model = self.pool.get('ir.model.data')
1060 model_data_ids = obj_model.search(cr,uid,[('model','=','ir.ui.view'),('name','=','import.message.form')])
1061 resource_id = obj_model.read(cr, uid, model_data_ids, fields=['res_id'])
1063 'view_type': 'form',
1064 'view_mode': 'form',
1065 'res_model': 'import.message',
1066 'views': [(resource_id,'form')],
1067 'type': 'ir.actions.act_window',
1071 def resolve_dependencies(self, cr, uid, dict, dep, imported, context=None):
1072 for dependency in dep:
1073 if not dependency in imported:
1074 self.resolve_dependencies(cr, uid, dict, dict[dependency]['dependencies'], imported, context=context)
1075 dict[dependency]['process'](self, cr, uid, context)
1076 imported.add(dependency)