from mx.DateTime import now
from osv import osv, fields
from tools.translate import _
+
+
class crm_lead2opportunity(osv.osv_memory):
_name = 'crm.lead2opportunity'
_description = 'Lead To Opportunity'
- _inherit = 'crm.lead2partner'
def action_cancel(self, cr, uid, ids, context=None):
"""
"""
return {'type': 'ir.actions.act_window_close'}
- def make_partner(self, cr, uid, ids, context=None):
- """
- This function Makes partner based on action.
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of Lead to Partner's IDs
- @param context: A standard dictionary for contextual values
-
- @return : Dictionary value for created Partner form.
- """
- if not context:
- context = {}
-
- partner_ids = self._create_partner(cr, uid, ids, context)
- mod_obj = self.pool.get('ir.model.data')
- result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
- res = mod_obj.read(cr, uid, result, ['res_id'])
- return self.action_apply(cr, uid, ids, context)
-
def action_apply(self, cr, uid, ids, context=None):
"""
This converts lead to opportunity and opens Opportunity view
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
lead = lead_obj.browse(cr, uid, record_id, context=context)
- model_ids = model_obj.search(cr, uid, [('model','=','crm.opportunity')])
+ model_ids = model_obj.search(cr, uid, [('model', '=', 'crm.opportunity')])
for this in self.browse(cr, uid, ids, context=context):
new_opportunity_id = opp_obj.create(cr, uid, {
- 'name': this.name,
- 'planned_revenue': this.planned_revenue,
- 'probability': this.probability,
- 'partner_id': lead.partner_id and lead.partner_id.id or False ,
- 'section_id': lead.section_id and lead.section_id.id or False,
- 'description': lead.description or False,
- 'date_deadline': lead.date_deadline or False,
+ 'name': this.name,
+ 'referred': this.referred,
+ 'planned_revenue': this.planned_revenue,
+ 'probability': this.probability,
+ 'partner_id': lead.partner_id and lead.partner_id.id or False ,
+ 'section_id': lead.section_id and lead.section_id.id or False,
+ 'description': lead.description or False,
+ 'date_deadline': lead.date_deadline or False,
'partner_address_id': lead.partner_address_id and \
- lead.partner_address_id.id or False ,
- 'priority': lead.priority,
- 'phone': lead.phone,
+ lead.partner_address_id.id or False ,
+ 'priority': lead.priority,
+ 'phone': lead.phone,
'email_from': lead.email_from
})
-
new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
vals = {
- 'partner_id': this.partner_id and this.partner_id.id or False,
+ 'partner_id': this.partner_id and this.partner_id.id or False,
}
if not lead.opportunity_id:
vals.update({'opportunity_id' : new_opportunity.id})
opp_obj.case_open(cr, uid, [new_opportunity_id])
value = {
- 'name': _('Opportunity'),
- 'view_type': 'form',
- 'view_mode': 'form,tree',
- 'res_model': 'crm.opportunity',
- 'res_id': int(new_opportunity_id),
- 'view_id': False,
- 'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
- 'type': 'ir.actions.act_window',
+ 'name': _('Opportunity'),
+ 'view_type': 'form',
+ 'view_mode': 'form,tree',
+ 'res_model': 'crm.opportunity',
+ 'res_id': int(new_opportunity_id),
+ 'view_id': False,
+ 'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
+ 'type': 'ir.actions.act_window',
'search_view_id': res['res_id']
}
return value
_columns = {
- 'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
- 'probability': fields.float('Success Probability'),
- 'planned_revenue': fields.float('Expected Revenue'),
- 'partner_id': fields.many2one('res.partner', 'Partner'),
- 'action': fields.selection([('exist','Link to an existing partner'),('create','Create a new partner')],'Action'),
-
+ 'name' : fields.char('Opportunity Summary', size=64, required=True, select=1),
+ 'probability': fields.float('Success Probability'),
+ 'planned_revenue': fields.float('Expected Revenue'),
+ 'partner_id': fields.many2one('res.partner', 'Partner'),
}
- def _select_partner(self, cr, uid, context=None):
+ def view_init(self, cr, uid, fields, context=None):
"""
- This function Searches for Partner from selected lead.
+ This function checks for precondition before wizard executes
@param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current user’s ID for security checks,
@param fields: List of fields for default value
@param context: A standard dictionary for contextual values
- @return : Partner id if any for selected lead.
"""
- if not context:
- context = {}
-
+ lead_obj = self.pool.get('crm.lead')
+
+ for lead in lead_obj.browse(cr, uid, context.get('active_ids', [])):
+ if lead.state in ['done', 'cancel']:
+ raise osv.except_osv(_("Warning !"), _("Closed/Cancelled \
+Leads Could not convert into Opportunity"))
+ if lead.state != 'open':
+ raise osv.except_osv(_('Warning !'), _('Lead should be in \
+\'Open\' state before converting to Opportunity.'))
+ return False
+
+ def default_get(self, cr, uid, fields, context=None):
+ """
+ This function gets default values
+ @param self: The object pointer
+ @param cr: the current row, from the database cursor,
+ @param uid: the current user’s ID for security checks,
+ @param fields: List of fields for default value
+ @param context: A standard dictionary for contextual values
+
+ @return : default values of fields.
+ """
+ lead_obj = self.pool.get('crm.lead')
+ rec_ids = context and context.get('active_ids', [])
+ partner_id = context.get('partner_id', False)
+ data = context and context.get('active_ids', []) or []
+ res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
+ for lead in lead_obj.browse(cr, uid, data, context=context):
+ if 'name' in fields:
+ res.update({'name': lead.partner_name})
+ if 'partner_id' in fields:
+ res.update({'partner_id': partner_id and partner_id[0] or False})
+ return res
+
+crm_lead2opportunity()
+
+
+class crm_lead2opportunity_partner(osv.osv_memory):
+ _name = 'crm.lead2opportunity.partner'
+ _description = 'Lead To Opportunity Partner'
+ _inherit = 'crm.lead2partner'
+
+ _columns = {
+ 'partner_id': fields.many2one('res.partner', 'Partner'),
+ 'action': fields.selection([('exist', 'Link to an existing partner'), ('create', 'Create a new partner')], 'Action'),
+ }
+
+ def default_get(self, cr, uid, fields, context=None):
+ """
+ This function gets default values
+ @param self: The object pointer
+ @param cr: the current row, from the database cursor,
+ @param uid: the current user’s ID for security checks,
+ @param fields: List of fields for default value
+ @param context: A standard dictionary for contextual values
+
+ @return : default values of fields.
+ """
lead_obj = self.pool.get('crm.lead')
partner_obj = self.pool.get('res.partner')
contact_obj = self.pool.get('res.partner.address')
rec_ids = context and context.get('active_ids', [])
partner_id = False
- for lead in lead_obj.browse(cr, uid, rec_ids, context=context):
+ data = context and context.get('active_ids', []) or []
+ res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
+
+ for lead in lead_obj.browse(cr, uid, data, context=context):
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name or lead.name)])
if not partner_ids and lead.email_from:
address_ids = contact_obj.search(cr, uid, [('email', '=', lead.email_from)])
addresses = contact_obj.browse(cr, uid, address_ids)
partner_ids = addresses and [addresses[0].partner_id.id] or False
partner_id = partner_ids and partner_ids[0] or False
- return partner_id
+
+ if 'partner_id' in fields:
+ res.update({'partner_id': partner_id})
+ if 'action' in fields:
+ res.update({'action': partner_id and 'exist' or 'create'})
+ return res
- _defaults = {
- 'action': lambda *a:'exist',
- 'partner_id': _select_partner
+ def make_partner(self, cr, uid, ids, context=None):
+ """
+ This function Makes partner based on action.
+ @param self: The object pointer
+ @param cr: the current row, from the database cursor,
+ @param uid: the current user’s ID for security checks,
+ @param ids: List of Lead to Partner's IDs
+ @param context: A standard dictionary for contextual values
+
+ @return : Dictionary value for created Partner form.
+ """
+ if not context:
+ context = {}
+
+ partner_ids = self._create_partner(cr, uid, ids, context)
+ mod_obj = self.pool.get('ir.model.data')
+ result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
+ res = mod_obj.read(cr, uid, result, ['res_id'])
+ value = {}
+ data_obj = self.pool.get('ir.model.data')
+ data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
+ view_id = False
+ if data_id:
+ view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
+
+ context.update({'partner_id': partner_ids})
+ value = {
+ 'name': _('Create Opportunity'),
+ 'view_type': 'form',
+ 'view_mode': 'form,tree',
+ 'res_model': 'crm.lead2opportunity',
+ 'view_id': False,
+ 'context': context,
+ 'views': [(view_id, 'form')],
+ 'type': 'ir.actions.act_window',
+ 'target': 'new',
}
-
+ return value
+
def action_skip(self, cr, uid, ids, context=None):
"""
This skips partner creation
view_id = False
if data_id:
view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
-
+
+ context.update({'partner_id': False})
value = {
'name': _('Create Opportunity'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'crm.lead2opportunity',
'view_id': False,
- 'context': context,
+ 'context': context,
'views': [(view_id, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
}
return value
+
def view_init(self, cr, uid, fields, context=None):
"""
if lead.state != 'open':
raise osv.except_osv(_('Warning !'), _('Lead should be in \
\'Open\' state before converting to Opportunity.'))
- return True
-
- def default_get(self, cr, uid, fields, context=None):
- """
- This function gets default values
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param fields: List of fields for default value
- @param context: A standard dictionary for contextual values
+ return False
- @return : default values of fields.
- """
- lead_obj = self.pool.get('crm.lead')
- data = context and context.get('active_ids', []) or []
- res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
-
- for lead in lead_obj.browse(cr, uid, data, []):
- if 'name' in fields:
- res.update({'name': lead.partner_name})
- return res
+crm_lead2opportunity_partner()
-crm_lead2opportunity()
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projects / odoo / odoo.git / blobdiff