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 partner_phone = False
407 partner_mobile = False
408 model_obj = sugar_obj.pool.get('ir.model.data')
409 address_obj = sugar_obj.pool.get('res.partner.address')
410 crm_obj = sugar_obj.pool.get('crm.lead')
411 project_obj = sugar_obj.pool.get('project.project')
412 issue_obj = sugar_obj.pool.get('project.issue')
413 if val.get('parent_type') == 'Accounts':
414 model_ids = model_obj.search(cr, uid, [('name', '=', val.get('parent_id')), ('model', '=', 'res.partner')])
416 model = model_obj.browse(cr, uid, model_ids)[0]
417 partner_id = model.res_id
418 address_ids = address_obj.search(cr, uid, [('partner_id', '=', partner_id)])
420 address_id = address_obj.browse(cr, uid, address_ids[0])
421 partner_address_id = address_id.id
422 partner_phone = address_id.phone
423 partner_mobile = address_id.mobile
425 if val.get('parent_type') == 'Contacts':
426 model_ids = model_obj.search(cr, uid, [('name', '=', val.get('parent_id')), ('model', '=', 'res.partner.address')])
427 for model in model_obj.browse(cr, uid, model_ids):
428 partner_address_id = model.res_id
429 address_id = address_obj.browse(cr, uid, partner_address_id)
430 partner_phone = address_id.phone
431 partner_mobile = address_id.mobile
432 partner_id = address_id and address_id.partner_id or False
434 if val.get('parent_type') == 'Opportunities':
435 model_ids = model_obj.search(cr, uid, [('name', '=', val.get('parent_id')), ('model', '=', 'crm.lead')])
436 for model in model_obj.browse(cr, uid, model_ids):
437 opportunity_id = model.res_id
438 opportunity_id = crm_obj.browse(cr, uid, opportunity_id)
439 partner_id = opportunity_id.partner_id.id
440 partner_address_id = opportunity_id.partner_address_id.id
441 partner_phone = opportunity_id.partner_address_id.phone
442 partner_mobile = opportunity_id.partner_address_id.mobile
444 if val.get('parent_type') == 'Project':
445 model_ids = model_obj.search(cr, uid, [('name', '=', val.get('parent_id')), ('model', '=', 'project.project')])
446 for model in model_obj.browse(cr, uid, model_ids):
447 proj_ids = model.res_id
448 proj_id = project_obj.browse(cr, uid, proj_ids)
449 partner_id = proj_id.partner_id.id
450 partner_address_id = proj_id.partner_address_id.id
451 partner_phone = proj_id.partner_address_id.phone
452 partner_mobile = proj_id.partner_address_id.mobile
454 if val.get('parent_type') == 'Bugs':
455 model_ids = model_obj.search(cr, uid, [('name', '=', val.get('parent_id')), ('model', '=', 'project.issue')])
456 for model in model_obj.browse(cr, uid, model_ids):
457 issue_ids = model.res_id
458 issue_id = issue_obj.browse(cr, uid, issue_ids)
459 partner_id = issue_id.partner_id.id
460 partner_address_id = issue_id.partner_address_id.id
461 partner_phone = issue_id.partner_address_id.phone
462 partner_mobile = issue_id.partner_address_id.mobile
464 return partner_id, partner_address_id, partner_phone,partner_mobile
466 def import_documents(sugar_obj, cr, uid, context=None):
469 map_document = {'id' : 'id',
470 'name': 'document_name',
471 'active_date': 'create_date',
472 'description': 'description',
474 'datas_fname': 'document_name',
476 attach_obj = sugar_obj.pool.get('ir.attachment')
477 PortType,sessionid = sugar.login(context.get('username',''), context.get('password',''), context.get('url',''))
478 sugar_data = sugar.search(PortType,sessionid, 'Documents')
479 for val in sugar_data:
480 File = sugar.attachment_search(PortType, sessionid, 'DocumentRevisions', val.get('document_revision_id'))
482 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_document)
483 attach_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
486 def import_tasks(sugar_obj, cr, uid, context=None):
489 map_task = {'id' : 'id',
491 'date': 'date_start',
492 'date_deadline' : 'date_due',
493 'user_id/id': 'assigned_user_id',
494 'categ_id/.id': 'categ_id/.id',
495 'partner_id/.id': 'partner_id/.id',
496 'partner_address_id/.id': 'partner_address_id/.id',
499 meeting_obj = sugar_obj.pool.get('crm.meeting')
500 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
501 categ_id = get_category(sugar_obj, cr, uid, 'crm.meeting', 'Tasks')
502 sugar_data = sugar.search(PortType, sessionid, 'Tasks')
503 for val in sugar_data:
504 partner_xml_id = find_mapped_id(sugar_obj, cr, uid, 'res.partner.address', val.get('contact_id'), context)
505 if not partner_xml_id:
506 raise osv.except_osv(_('Warning !'), _('Reference Contact %s cannot be created, due to Lower Record Limit in SugarCRM Configuration.') % val.get('contact_name'))
507 partner_id, partner_address_id, partner_phone, partner_mobile = get_account(sugar_obj, cr, uid, val, context)
508 val['partner_id/.id'] = partner_id
509 val['partner_address_id/.id'] = partner_address_id
510 val['categ_id/.id'] = categ_id
511 val['state'] = get_task_state(sugar_obj, cr, uid, val.get('status'), context=None)
512 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_task)
513 meeting_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
516 def get_attendee_id(sugar_obj, cr, uid, PortType, sessionid, module_name, module_id, context=None):
519 model_obj = sugar_obj.pool.get('ir.model.data')
520 att_obj = sugar_obj.pool.get('calendar.attendee')
521 meeting_obj = sugar_obj.pool.get('crm.meeting')
522 user_dict = sugar.user_get_attendee_list(PortType, sessionid, module_name, module_id)
523 for user in user_dict:
524 user_model_ids = find_mapped_id(sugar_obj, cr, uid, 'res.users', user.get('id'), context)
525 user_resource_id = model_obj.browse(cr, uid, user_model_ids)
527 user_id = user_resource_id[0].res_id
528 attend_ids = att_obj.search(cr, uid, [('user_id', '=', user_id)])
530 attendees = attend_ids[0]
532 attendees = att_obj.create(cr, uid, {'user_id': user_id, 'email': user.get('email1')})
533 meeting_model_ids = find_mapped_id(sugar_obj, cr, uid, 'crm.meeting', module_id, context)
534 meeting_xml_id = model_obj.browse(cr, uid, meeting_model_ids)
536 meeting_obj.write(cr, uid, [meeting_xml_id[0].res_id], {'attendee_ids': [(4, attendees)]})
539 def import_meetings(sugar_obj, cr, uid, context=None):
542 map_meeting = {'id' : 'id',
544 'date': 'date_start',
545 'duration': ['duration_hours', 'duration_minutes'],
546 'location': 'location',
547 'alarm_id/.id': 'alarm_id/.id',
548 'user_id/id': 'assigned_user_id',
549 'partner_id/.id':'partner_id/.id',
550 'partner_address_id/.id':'partner_address_id/.id',
553 meeting_obj = sugar_obj.pool.get('crm.meeting')
554 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
555 sugar_data = sugar.search(PortType, sessionid, 'Meetings')
556 for val in sugar_data:
557 partner_id, partner_address_id, partner_phone, partner_mobile = get_account(sugar_obj, cr, uid, val, context)
558 val['partner_id/.id'] = partner_id
559 val['partner_address_id/.id'] = partner_address_id
560 val['state'] = get_meeting_state(sugar_obj, cr, uid, val.get('status'),context)
561 val['alarm_id/.id'] = get_alarm_id(sugar_obj, cr, uid, val.get('reminder_time'), context)
562 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_meeting)
563 meeting_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
564 get_attendee_id(sugar_obj, cr, uid, PortType, sessionid, 'Meetings', val.get('id'), context)
567 def get_calls_state(sugar_obj, cr, uid, val,context=None):
571 state_dict = {'status': #field in the sugarcrm database
572 { #Mapping of sugarcrm stage : openerp calls stage
575 'Not Held': 'pending',
577 state = state_dict['status'].get(val, '')
580 def import_calls(sugar_obj, cr, uid, context=None):
583 map_calls = {'id' : 'id',
585 'date': 'date_start',
586 'duration': ['duration_hours', 'duration_minutes'],
587 'user_id/id': 'assigned_user_id',
588 'partner_id/.id': 'partner_id/.id',
589 'partner_address_id/.id': 'partner_address_id/.id',
590 'categ_id/.id': 'categ_id/.id',
592 'partner_phone': 'partner_phone',
593 'partner_mobile': 'partner_mobile',
594 'opportunity_id/id': 'opportunity_id/id',
597 phonecall_obj = sugar_obj.pool.get('crm.phonecall')
598 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
599 sugar_data = sugar.search(PortType, sessionid, 'Calls')
600 for val in sugar_data:
601 sugar_call_leads = sugar.relation_search(PortType, sessionid, 'Calls', module_id=val.get('id'), related_module='Leads', query=None, deleted=None)
603 for call_opportunity in sugar_call_leads:
604 val['opportunity_id/id'] = call_opportunity
605 categ_id = get_category(sugar_obj, cr, uid, 'crm.phonecall', val.get('direction'))
606 val['categ_id/.id'] = categ_id
607 partner_id, partner_address_id, partner_phone, partner_mobile = get_account(sugar_obj, cr, uid, val, context)
609 val['partner_id/.id'] = partner_id
610 val['partner_address_id/.id'] = partner_address_id
611 val['partner_phone'] = partner_phone
612 val['partner_mobile'] = partner_mobile
613 val['state'] = get_calls_state(sugar_obj, cr, uid, val.get('status'), context)
614 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_calls)
615 phonecall_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
618 def import_resources(sugar_obj, cr, uid, context=None):
621 map_resource = {'id' : 'user_hash',
622 'name': ['first_name', 'last_name'],
624 resource_obj = sugar_obj.pool.get('resource.resource')
625 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
626 sugar_data = sugar.search(PortType, sessionid, 'Employees')
627 for val in sugar_data:
628 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_resource)
629 resource_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
632 def get_bug_priority(sugar_obj, cr, uid, val,context=None):
636 priority_dict = {'priority': #field in the sugarcrm database
637 { #Mapping of sugarcrm priority : openerp bugs priority
643 priority = priority_dict['priority'].get(val, '')
646 def get_bug_state(sugar_obj, cr, uid, val,context=None):
650 state_dict = {'status': #field in the sugarcrm database
651 { #Mapping of sugarcrm status : openerp Bugs state
655 'Pending': 'pending',
656 'Rejected': 'cancel',
658 state = state_dict['status'].get(val, '')
661 def get_issue_related_project(sugar_obj,cr,uid, PortType, sessionid, val, context=None):
665 model_obj = sugar_obj.pool.get('ir.model.data')
666 project_obj = sugar_obj.pool.get('project.project')
667 sugar_bug_project = sugar.relation_search(PortType, sessionid, 'Bugs', module_id=val.get('id'), related_module='Project', query=None, deleted=None)
668 for project_id in sugar_bug_project:
669 model_ids = find_mapped_id(sugar_obj, cr, uid, 'project.project', project_id, context)
671 model_id = model_obj.browse(cr, uid, model_ids)[0].res_id
672 project_id = project_obj.browse(cr, uid, model_id).id
675 def import_bug(sugar_obj, cr, uid, context=None):
678 map_resource = {'id' : 'id',
680 'project_id/.id':'project_id/.id',
681 'categ_id.id': 'categ_id.id',
682 'priority':'priority',
683 'description': 'description',
686 issue_obj = sugar_obj.pool.get('project.issue')
687 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
688 sugar_data = sugar.search(PortType, sessionid, 'Bugs')
689 for val in sugar_data:
690 val['project_id/.id'] = get_issue_related_project(sugar_obj,cr,uid, PortType, sessionid, val, context)
691 val['categ_id.id'] = get_category(sugar_obj, cr, uid, 'project.issue', val.get('type'))
692 val['priority'] = get_bug_priority(sugar_obj, cr, uid, val.get('priority'),context)
693 val['state'] = get_bug_state(sugar_obj, cr, uid, val.get('status'),context)
694 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_resource)
695 issue_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
698 def get_job_id(sugar_obj, cr, uid, val, context=None):
702 job_obj = sugar_obj.pool.get('hr.job')
703 job_ids = job_obj.search(cr, uid, [('name', '=', val)])
707 job_id = job_obj.create(cr, uid, {'name': val})
710 def get_campaign_id(sugar_obj, cr, uid, val, context=None):
714 cam_obj = sugar_obj.pool.get('crm.case.resource.type')
715 cam_ids = cam_obj.search(cr, uid, [('name', '=', val)])
719 cam_id = cam_obj.create(cr, uid, {'name': val})
722 def get_attachment(sugar_obj, cr, uid, val, model, File, context=None):
725 attachment_obj = sugar_obj.pool.get('ir.attachment')
726 model_obj = sugar_obj.pool.get('ir.model.data')
727 mailgate_obj = sugar_obj.pool.get('mailgate.message')
728 new_attachment_id = attachment_obj.create(cr, uid, {'name': val.get('name'), 'datas': File, 'res_id': val['res_id'],'res_model': val['model']})
729 message_model_ids = find_mapped_id(sugar_obj, cr, uid, model, val.get('id'), context)
730 message_xml_id = model_obj.browse(cr, uid, message_model_ids)
732 mailgate_obj.write(cr, uid, [message_xml_id[0].res_id], {'attachment_ids': [(4, new_attachment_id)]})
735 def import_history(sugar_obj, cr, uid, context=None):
738 map_attachment = {'id' : 'id',
740 'date':'date_entered',
741 'user_id/id': 'assigned_user_id',
742 'description': ['description', 'description_html'],
745 'partner_id.id' : 'partner_id.id',
747 mailgate_obj = sugar_obj.pool.get('mailgate.message')
748 model_obj = sugar_obj.pool.get('ir.model.data')
749 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
750 sugar_data = sugar.search(PortType, sessionid, 'Notes')
751 for val in sugar_data:
752 File = sugar.attachment_search(PortType, sessionid, 'Notes', val.get('id'))
753 model_ids = model_obj.search(cr, uid, [('name', 'like', val.get('parent_id'))])
754 for model in model_obj.browse(cr, uid, model_ids):
755 val['res_id'] = model.res_id
756 val['model'] = model.model
757 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_attachment)
758 mailgate_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
759 get_attachment(sugar_obj, cr, uid, val, 'mailgate.message', File, context)
762 def import_employees(sugar_obj, cr, uid, context=None):
765 map_employee = {'id' : 'user_hash',
766 'resource_id/.id': 'resource_id/.id',
767 'name': ['first_name', 'last_name'],
768 'work_phone': 'phone_work',
769 'mobile_phone': 'phone_mobile',
770 'user_id/name': ['first_name', 'last_name'],
771 'address_home_id/.id': 'address_home_id/.id',
772 'notes': 'description',
773 #TODO: Creation of Employee create problem.
774 # 'coach_id/id': 'reports_to_id',
775 'job_id/.id': 'job_id/.id'
777 employee_obj = sugar_obj.pool.get('hr.employee')
778 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
779 sugar_data = sugar.search(PortType, sessionid, 'Employees')
780 for val in sugar_data:
781 address_id = get_user_address(sugar_obj, cr, uid, val, context)
782 val['address_home_id/.id'] = address_id
783 model_ids = find_mapped_id(sugar_obj, cr, uid, 'resource.resource', val.get('user_hash')+ '_resource_resource', context)
784 resource_id = sugar_obj.pool.get('ir.model.data').browse(cr, uid, model_ids)
786 val['resource_id/.id'] = resource_id[0].res_id
787 val['job_id/.id'] = get_job_id(sugar_obj, cr, uid, val.get('title'), context)
788 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_employee)
789 employee_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
792 def get_contact_title(sugar_obj, cr, uid, salutation, domain, context=None):
795 contact_title_obj = sugar_obj.pool.get('res.partner.title')
797 title_ids = contact_title_obj.search(cr, uid, [('shortcut', '=', salutation), ('domain', '=', domain)])
799 title_id = title_ids[0]
801 title_id = contact_title_obj.create(cr, uid, {'name': salutation, 'shortcut': salutation, 'domain': domain})
804 def import_emails(sugar_obj, cr, uid, context=None):
807 map_emails = {'id': 'id',
810 'email_from': 'from_addr_name',
811 'email_to': 'reply_to_addr',
812 'email_cc': 'cc_addrs_names',
813 'email_bcc': 'bcc_addrs_names',
814 'message_id': 'message_id',
815 'user_id/id': 'assigned_user_id',
816 'description': ['description', 'description_html'],
820 mailgate_obj = sugar_obj.pool.get('mailgate.message')
821 model_obj = sugar_obj.pool.get('ir.model.data')
822 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
823 sugar_data = sugar.search(PortType, sessionid, 'Emails')
824 for val in sugar_data:
825 model_ids = model_obj.search(cr, uid, [('name', 'like', val.get('parent_id'))])
826 for model in model_obj.browse(cr, uid, model_ids):
827 val['res_id'] = model.res_id
828 val['model'] = model.model
829 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_emails)
830 mailgate_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
833 def get_project_account(sugar_obj,cr,uid, PortType, sessionid, val, context=None):
837 partner_invoice_id = False
838 model_obj = sugar_obj.pool.get('ir.model.data')
839 partner_obj = sugar_obj.pool.get('res.partner')
840 partner_address_obj = sugar_obj.pool.get('res.partner.address')
841 sugar_project_account = sugar.relation_search(PortType, sessionid, 'Project', module_id=val.get('id'), related_module='Accounts', query=None, deleted=None)
842 for account_id in sugar_project_account:
843 model_ids = find_mapped_id(sugar_obj, cr, uid, 'res.partner', account_id, context)
845 model_id = model_obj.browse(cr, uid, model_ids)[0].res_id
846 partner_id = partner_obj.browse(cr, uid, model_id).id
847 address_ids = partner_address_obj.search(cr, uid, [('partner_id', '=', partner_id),('type', '=', 'invoice')])
848 partner_invoice_id = address_ids[0]
849 return partner_id, partner_invoice_id
851 def import_projects(sugar_obj, cr, uid, context=None):
854 map_project = {'id': 'id',
856 'date_start': 'estimated_start_date',
857 'date': 'estimated_end_date',
858 'user_id/id': 'assigned_user_id',
859 'partner_id/.id': 'partner_id/.id',
860 'contact_id/.id': 'contact_id/.id',
863 project_obj = sugar_obj.pool.get('project.project')
864 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
865 sugar_data = sugar.search(PortType, sessionid, 'Project')
866 for val in sugar_data:
867 partner_id, partner_invoice_id = get_project_account(sugar_obj,cr,uid, PortType, sessionid, val, context)
868 val['partner_id/.id'] = partner_id
869 val['contact_id/.id'] = partner_invoice_id
870 val['state'] = get_project_state(sugar_obj, cr, uid, val.get('status'),context)
871 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_project)
872 project_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
876 def import_project_tasks(sugar_obj, cr, uid, context=None):
879 map_project_task = {'id': 'id',
881 'date_start': 'date_start',
882 'date_end': 'date_finish',
883 'progress': 'progress',
884 'project_id/name': 'project_name',
885 'planned_hours': 'planned_hours',
886 'total_hours': 'total_hours',
887 'priority': 'priority',
888 'description': 'description',
889 'user_id/id': 'assigned_user_id',
892 task_obj = sugar_obj.pool.get('project.task')
893 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
894 sugar_data = sugar.search(PortType, sessionid, 'ProjectTask')
895 for val in sugar_data:
896 val['state'] = get_project_task_state(sugar_obj, cr, uid, val.get('status'),context)
897 val['priority'] = get_project_task_priority(sugar_obj, cr, uid, val.get('priority'),context)
898 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_project_task)
899 task_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
902 def import_leads(sugar_obj, cr, uid, context=None):
907 'name': ['first_name', 'last_name'],
908 'contact_name': ['first_name', 'last_name'],
909 'description': ['description', 'refered_by', 'lead_source', 'lead_source_description', 'website', 'status_description', 'lead_source_description', 'do_not_call'],
910 'partner_name': 'account_name',
911 'email_from': 'email1',
912 'phone': 'phone_work',
913 'mobile': 'phone_mobile',
914 'title.id': 'title.id',
916 'street': 'primary_address_street',
917 'street2': 'alt_address_street',
918 'zip': 'primary_address_postalcode',
919 'city':'primary_address_city',
920 'user_id/id' : 'assigned_user_id',
921 'stage_id.id' : 'stage_id.id',
925 'referred': 'refered_by',
927 'type_id/.id': 'type_id/.id'
930 lead_obj = sugar_obj.pool.get('crm.lead')
931 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
932 sugar_data = sugar.search(PortType, sessionid, 'Leads')
933 for val in sugar_data:
934 if val.get('do_not_call') == '0':
936 if val.get('opportunity_id'):
938 title_id = get_contact_title(sugar_obj, cr, uid, val.get('salutation'), 'contact', context)
939 val['title.id'] = title_id
941 val['type_id/.id'] = get_campaign_id(sugar_obj, cr, uid, val.get('lead_source'), context)
942 stage_id = get_lead_status(sugar_obj, cr, uid, val, context)
943 val['stage_id.id'] = stage_id
944 val['state'] = get_lead_state(sugar_obj, cr, uid, val,context)
945 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_lead)
946 lead_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
949 def get_opportunity_contact(sugar_obj,cr,uid, PortType, sessionid, val, partner_xml_id, context=None):
952 partner_contact_name = False
953 model_obj = sugar_obj.pool.get('ir.model.data')
954 partner_address_obj = sugar_obj.pool.get('res.partner.address')
955 model_account_ids = model_obj.search(cr, uid, [('res_id', '=', partner_xml_id[0]), ('model', '=', 'res.partner'), ('module', '=', 'sugarcrm_import')])
956 model_xml_id = model_obj.browse(cr, uid, model_account_ids)[0].name
957 sugar_account_contact = set(sugar.relation_search(PortType, sessionid, 'Accounts', module_id=model_xml_id, related_module='Contacts', query=None, deleted=None))
958 sugar_opportunities_contact = set(sugar.relation_search(PortType, sessionid, 'Opportunities', module_id=val.get('id'), related_module='Contacts', query=None, deleted=None))
959 sugar_contact = list(sugar_account_contact.intersection(sugar_opportunities_contact))
961 for contact in sugar_contact:
962 model_ids = find_mapped_id(sugar_obj, cr, uid, 'res.partner.address', contact, context)
964 model_id = model_obj.browse(cr, uid, model_ids)[0].res_id
965 address_id = partner_address_obj.browse(cr, uid, model_id)
966 partner_address_obj.write(cr, uid, [address_id.id], {'partner_id': partner_xml_id[0]})
967 partner_contact_name = address_id.name
969 partner_contact_name = val.get('account_name')
970 return partner_contact_name
972 def import_opportunities(sugar_obj, cr, uid, context=None):
975 map_opportunity = {'id' : 'id',
977 'probability': 'probability',
978 'partner_id/name': 'account_name',
979 'title_action': 'next_step',
980 'partner_address_id/name': 'partner_address_id/name',
981 'planned_revenue': 'amount',
982 'date_deadline':'date_closed',
983 'user_id/id' : 'assigned_user_id',
984 'stage_id.id' : 'stage_id.id',
986 'categ_id.id': 'categ_id.id'
988 lead_obj = sugar_obj.pool.get('crm.lead')
989 partner_obj = sugar_obj.pool.get('res.partner')
990 PortType, sessionid = sugar.login(context.get('username', ''), context.get('password', ''), context.get('url',''))
991 sugar_data = sugar.search(PortType, sessionid, 'Opportunities')
992 for val in sugar_data:
993 partner_xml_id = partner_obj.search(cr, uid, [('name', 'like', val.get('account_name'))])
994 if not partner_xml_id:
995 raise osv.except_osv(_('Warning !'), _('Reference Partner %s cannot be created, due to Lower Record Limit in SugarCRM Configuration.') % val.get('account_name'))
996 partner_contact_name = get_opportunity_contact(sugar_obj,cr,uid, PortType, sessionid, val, partner_xml_id, context)
997 val['partner_address_id/name'] = partner_contact_name
998 val['categ_id.id'] = get_category(sugar_obj, cr, uid, 'crm.lead', val.get('opportunity_type'))
999 val['type'] = 'opportunity'
1000 stage_id = get_opportunity_status(sugar_obj, cr, uid, val, context)
1001 val['stage_id.id'] = stage_id
1002 fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, map_opportunity)
1003 lead_obj.import_data(cr, uid, fields, [datas], mode='update', current_module='sugarcrm_import', noupdate=True, context=context)
1006 MAP_FIELDS = {'Opportunities': #Object Mapping name
1007 {'dependencies' : ['Users', 'Accounts', 'Contacts', 'Leads'], #Object to import before this table
1008 'process' : import_opportunities,
1011 {'dependencies' : ['Users', 'Accounts', 'Contacts'], #Object to import before this table
1012 'process' : import_leads,
1015 {'dependencies' : ['Users'], #Object to import before this table
1016 'process' : import_partner_address,
1019 {'dependencies' : ['Users', 'Contacts'], #Object to import before this table
1020 'process' : import_partners,
1023 {'dependencies' : [],
1024 'process' : import_users,
1027 {'dependencies' : ['Users'],
1028 'process' : import_documents,
1031 {'dependencies' : ['Users', 'Tasks'],
1032 'process' : import_meetings,
1035 {'dependencies' : ['Users', 'Accounts', 'Contacts'],
1036 'process' : import_tasks,
1039 {'dependencies' : ['Users', 'Accounts', 'Contacts', 'Leads'],
1040 'process' : import_calls,
1043 {'dependencies' : ['Resources'],
1044 'process' : import_employees,
1047 {'dependencies' : ['Users'],
1048 'process' : import_emails,
1051 {'dependencies' : ['Users', 'Accounts', 'Contacts'],
1052 'process' : import_projects,
1055 {'dependencies' : ['Users', 'Projects'],
1056 'process' : import_project_tasks,
1059 {'dependencies' : ['Users', 'Projects', 'Project Tasks'],
1060 'process' : import_bug,
1063 {'dependencies' : ['Users', 'Projects', 'Project Tasks', 'Accounts', 'Contacts', 'Leads', 'Opportunities', 'Meetings', 'Calls'],
1064 'process' : import_history,
1067 {'dependencies' : ['Users'],
1068 'process' : import_resources,
1072 class import_sugarcrm(osv.osv):
1073 """Import SugarCRM DATA"""
1075 _name = "import.sugarcrm"
1076 _description = __doc__
1078 'opportunity': fields.boolean('Leads and Opportunities', help="If Opportunities are checked, SugarCRM opportunities data imported in OpenERP crm-Opportunity form"),
1079 'user': fields.boolean('Users', help="If Users are checked, SugarCRM Users data imported in OpenERP Users form"),
1080 'contact': fields.boolean('Contacts', help="If Contacts are checked, SugarCRM Contacts data imported in OpenERP partner address form"),
1081 'account': fields.boolean('Accounts', help="If Accounts are checked, SugarCRM Accounts data imported in OpenERP partners form"),
1082 'employee': fields.boolean('Employee', help="If Employees is checked, SugarCRM Employees data imported in OpenERP employees form"),
1083 'meeting': fields.boolean('Meetings', help="If Meetings is checked, SugarCRM Meetings data imported in OpenERP meetings form"),
1084 'call': fields.boolean('Calls', help="If Calls is checked, SugarCRM Calls data imported in OpenERP phonecalls form"),
1085 'email': fields.boolean('Emails', help="If Emails is checked, SugarCRM Emails data imported in OpenERP Emails form"),
1086 'project': fields.boolean('Projects', help="If Projects is checked, SugarCRM Projects data imported in OpenERP Projects form"),
1087 'project_task': fields.boolean('Project Tasks', help="If Project Tasks is checked, SugarCRM Project Tasks data imported in OpenERP Project Tasks form"),
1088 'task': fields.boolean('Tasks', help="If Tasks is checked, SugarCRM Tasks data imported in OpenERP Meetings form"),
1089 'bug': fields.boolean('Bugs', help="If Bugs is checked, SugarCRM Bugs data imported in OpenERP Project Issues form"),
1090 'attachment': fields.boolean('Attachments', help="If Attachments is checked, SugarCRM Notes data imported in OpenERP's Related module's History with attachment"),
1091 'document': fields.boolean('Documents', help="If Documents is checked, SugarCRM Documents data imported in OpenERP Document Form"),
1092 'username': fields.char('User Name', size=64),
1093 'password': fields.char('Password', size=24),
1097 'opportunity': True,
1107 'project_task': True,
1112 def get_key(self, cr, uid, ids, context=None):
1113 """Select Key as For which Module data we want import data."""
1117 for current in self.browse(cr, uid, ids, context):
1118 if current.opportunity:
1119 key_list.append('Opportunities')
1121 key_list.append('Users')
1123 key_list.append('Contacts')
1125 key_list.append('Accounts')
1126 if current.employee:
1127 key_list.append('Employees')
1129 key_list.append('Meetings')
1131 key_list.append('Tasks')
1133 key_list.append('Calls')
1135 key_list.append('Emails')
1137 key_list.append('Projects')
1138 if current.project_task:
1139 key_list.append('Project Tasks')
1141 key_list.append('Bugs')
1142 if current.attachment:
1143 key_list.append('Notes')
1144 if current.document:
1145 key_list.append('Documents')
1148 def import_all(self, cr, uid, ids, context=None):
1149 """Import all sugarcrm data into openerp module"""
1152 keys = self.get_key(cr, uid, ids, context)
1153 imported = set() #to invoid importing 2 times the sames modules
1155 if not key in imported:
1156 self.resolve_dependencies(cr, uid, MAP_FIELDS, MAP_FIELDS[key]['dependencies'], imported, context=context)
1157 MAP_FIELDS[key]['process'](self, cr, uid, context)
1160 obj_model = self.pool.get('ir.model.data')
1161 model_data_ids = obj_model.search(cr,uid,[('model','=','ir.ui.view'),('name','=','import.message.form')])
1162 resource_id = obj_model.read(cr, uid, model_data_ids, fields=['res_id'])
1164 'view_type': 'form',
1165 'view_mode': 'form',
1166 'res_model': 'import.message',
1167 'views': [(resource_id,'form')],
1168 'type': 'ir.actions.act_window',
1172 def resolve_dependencies(self, cr, uid, dict, dep, imported, context=None):
1173 for dependency in dep:
1174 if not dependency in imported:
1175 self.resolve_dependencies(cr, uid, dict, dict[dependency]['dependencies'], imported, context=context)
1176 dict[dependency]['process'](self, cr, uid, context)
1177 imported.add(dependency)