-# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
_name = 'crm.merge.opportunity'
_description = 'Merge two Opportunities'
- def action_merge(self, cr, uid, ids, context=None):
- """
- This function merges opportunities
- @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 Phonecall to Opportunity IDs
- @param context: A standard dictionary for contextual values
+ def _get_first_not_null_id(self, attr, ops, oldest):
+ if hasattr(oldest, attr) and getattr(oldest, attr):
+ return getattr(oldest, attr).id
+
+ for op in ops:
+ if hasattr(op, attr) and getattr(op, attr):
+ return getattr(op, attr).id
+ return False
- @return : Dictionary value for created Opportunity form
- """
- record_ids = context and context.get('active_ids') or False
- if len(record_ids) <= 1:
- return {'type': 'ir.actions.act_window_close'}
+ def _get_first_not_null(self, attr, ops, oldest):
+ if hasattr(oldest, attr) and getattr(oldest, attr):
+ return getattr(oldest, attr)
- obj_opportunity = self.browse(cr, uid, ids[0], context=context)
+ for op in ops:
+ if hasattr(op, attr) and getattr(op, attr):
+ return getattr(op, attr)
+ return False
+
+ def _concat_all(self, attr, ops):
+ return ', '.join([getattr(op, attr) for op in ops if hasattr(op, attr) and getattr(op, attr)])
+
+
+ def get_attachments(self, cr, uid, id, context=None):
+ attach_obj = self.pool.get('ir.attachment')
+ attach_ids = attach_obj.search(cr, uid, [('res_model' , '=', 'crm.lead'), ('res_id', '=', id)])
+ return attach_ids
+
+ def set_attachements_res_id(self, cr, uid, op_id, attach_ids, context=None):
+ attach_obj = self.pool.get('ir.attachment')
+ attach_obj.write(cr, uid, attach_ids, {'res_id' : op_id})
+
+
+ def find_oldest(self, cr, uid, op_ids, context=None):
+ if not context:
+ context = {}
+ ids = [op_id.id for op_id in op_ids]
+ if context.get('convert'):
+ ids = list(set(ids) - set(context.get('lead_ids', False)) )
+ lead_obj = self.pool.get('crm.lead')
+ op_id = lead_obj.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
+ opps = lead_obj.browse(cr, uid, [op_id[0]], context=context)
+ return opps[0]
+
+ def merge(self, cr, uid, op_ids, context=None):
+ """
+ @param opp_ids : list of opportunities ids to merge
+ """
opp_obj = self.pool.get('crm.lead')
- first_opp = obj_opportunity.opportunity_ids[0]
- op_ids = obj_opportunity.opportunity_ids
- first_opp_data = {}
-
- for opp in op_ids[1:]:
- first_opp_data = {
- 'partner_id': first_opp.partner_id.id or opp.partner_id.id,
- 'stage_id': first_opp.stage_id.id or opp.stage_id.id,
- 'section_id': first_opp.section_id.id or opp.section_id.id,
- 'categ_id': first_opp.categ_id.id or opp.categ_id.id,
- 'type_id': first_opp.type_id.id or opp.type_id.id,
- 'channel_id': first_opp.channel_id.id or opp.channel_id.id,
- 'user_id': first_opp.user_id.id or opp.user_id.id,
- 'country_id': first_opp.country_id.id or opp.country_id.id,
- 'state_id': first_opp.state_id.id or opp.state_id.id,
- 'partner_address_id': first_opp.partner_address_id.id or opp.partner_address_id.id,
- 'priority': first_opp.priority or opp.priority,
- 'title': first_opp.title.id or opp.title.id,
- 'function': first_opp.function or opp.function,
- 'email_from': first_opp.email_from or opp.email_from,
- 'phone': first_opp.phone or opp.phone,
- 'description': first_opp.description or opp.description,
- 'partner_name': first_opp.partner_name or opp.partner_name,
- 'street': first_opp.street or opp.street,
- 'street2': first_opp.street2 or opp.street2,
- 'zip': first_opp.zip or opp.zip,
- 'city': first_opp.city or opp.city,
- 'fax': first_opp.fax or opp.fax,
- 'mobile': first_opp.mobile or opp.mobile,
- 'email_cc': ','.join(filter(lambda x: x, [opp.email_cc, first_opp.email_cc])),
- 'state': 'open'
- }
- for history in opp.message_ids:
- if history.history:
- new_history = message_obj.copy(cr, uid, history.id, default={'res_id': opp.id})
- opp_obj._history(cr, uid, [first_opp], _('Merged from Opportunity: %s : Information lost : [Partner: %s, Stage: %s, Section: %s, Salesman: %s]') % (opp.name, opp.partner_id.name or '', opp.stage_id.name or '', opp.section_id.name or '', opp.user_id.name or ''))
-
+ message_obj = self.pool.get('mailgate.message')
+
+ lead_ids = context and context.get('lead_ids', []) or []
+
+ if len(op_ids) <= 1:
+ raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
- opp_obj.write(cr, uid, [first_opp.id], first_opp_data)
+ opportunities = opp_obj.browse(cr, uid, lead_ids, context=context)
+ opportunities_list = list(set(op_ids) - set(opportunities))
+ oldest_opp = self.find_oldest(cr, uid, op_ids, context=context)
+ if opportunities :
+ first_opportunity = opportunities[0]
+ tail_opportunities = opportunities_list
+ else:
+ first_opportunity = opportunities_list[0]
+ tail_opportunities = opportunities_list[1:]
+
+
+ data = {
+ 'partner_id': self._get_first_not_null_id('partner_id', op_ids, oldest_opp), # !!
+ 'title': self._get_first_not_null_id('title', op_ids, oldest_opp),
+ 'name' : self._get_first_not_null('name', op_ids, oldest_opp), #not lost
+ 'categ_id' : self._get_first_not_null_id('categ_id', op_ids, oldest_opp), # !!
+ 'channel_id' : self._get_first_not_null_id('channel_id', op_ids, oldest_opp), # !!
+ 'city' : self._get_first_not_null('city', op_ids, oldest_opp), # !!
+ 'company_id' : self._get_first_not_null_id('company_id', op_ids, oldest_opp), #!!
+ 'contact_name' : self._get_first_not_null('contact_name', op_ids, oldest_opp), #not lost
+ 'country_id' : self._get_first_not_null_id('country_id', op_ids, oldest_opp), #!!
+ 'partner_address_id' : self._get_first_not_null_id('partner_address_id', op_ids, oldest_opp), #!!
+ 'partner_assigned_id' : hasattr(opp_obj,'partner_assigned_id') and self._get_first_not_null_id('partner_assigned_id', op_ids, oldest_opp), #!!
+ 'type_id' : self._get_first_not_null_id('type_id', op_ids, oldest_opp), #!!
+ 'user_id' : self._get_first_not_null_id('user_id', op_ids, oldest_opp), #!!
+ 'section_id' : self._get_first_not_null_id('section_id', op_ids, oldest_opp), #!!
+ 'state_id' : self._get_first_not_null_id('state_id', op_ids, oldest_opp),
+ 'description' : self._concat_all('description', op_ids), #not lost
+ 'email' : self._get_first_not_null('email', op_ids, oldest_opp), # !!
+ 'fax' : self._get_first_not_null('fax', op_ids, oldest_opp),
+ 'mobile' : self._get_first_not_null('mobile', op_ids, oldest_opp),
+ 'partner_latitude' : hasattr(opp_obj,'partner_latitude') and self._get_first_not_null('partner_latitude', op_ids, oldest_opp),
+ 'partner_longitude' : hasattr(opp_obj,'partner_longitude') and self._get_first_not_null('partner_longitude', op_ids, oldest_opp),
+ 'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
+ 'phone' : self._get_first_not_null('phone', op_ids, oldest_opp),
+ 'probability' : self._get_first_not_null('probability', op_ids, oldest_opp),
+ 'planned_revenue' : self._get_first_not_null('planned_revenue', op_ids, oldest_opp),
+ 'street' : self._get_first_not_null('street', op_ids, oldest_opp),
+ 'street2' : self._get_first_not_null('street2', op_ids, oldest_opp),
+ 'zip' : self._get_first_not_null('zip', op_ids, oldest_opp),
+ 'state' : 'open',
+ 'create_date' : self._get_first_not_null('create_date', op_ids, oldest_opp),
+ 'date_action_last': self._get_first_not_null('date_action_last', op_ids, oldest_opp),
+ 'date_action_next': self._get_first_not_null('date_action_nexte', op_ids, oldest_opp),
+ 'email_from' : self._get_first_not_null('email_from', op_ids, oldest_opp),
+ 'email_cc' : self._get_first_not_null('email_cc', op_ids, oldest_opp),
+ 'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
+
+ }
- unlink_ids = map(lambda x: x.id, op_ids[1:])
- opp_obj.unlink(cr, uid, unlink_ids)
+ #copy message into the first opportunity + merge attachement
+ for opp in tail_opportunities + [first_opportunity]:
+ attach_ids = self.get_attachments(cr, uid, opp, context=context)
+ self.set_attachements_res_id(cr, uid, first_opportunity.id, attach_ids)
+ for history in opp.message_ids:
+
+ new_history = message_obj.write(cr, uid, history.id, {'res_id': first_opportunity.id, 'name' : _("From %s : %s") % (opp.name, history.name) }, context=context)
+
+ #Notification about loss of information
+ details = []
+ subject = ['Merged opportunities :']
+ for opp in op_ids:
+ subject.append(opp.name)
+ details.append(_('Merged Opportunity: %s\n Partner: %s\n Stage: %s\n Section: %s\n Salesman: %s\n Category: %s\n Channel: %s\n Company: %s\n Contact name: %s\n Email: %s\n Phone number: %s\n Fax: %s\n Mobile: %s\n State: %s\n Description: %s\n Probability: %s\n Planned revennue: %s\n Country: %s\n City: %s\n Street: %s\n Street 2: %s\n Zip 2: %s') % ( opp.name, opp.partner_id.name or '',
+ opp.stage_id.name or '',
+ opp.section_id.name or '',
+ opp.user_id.name or '',
+ opp.categ_id.name or '',
+ opp.channel_id.name or '',
+ opp.company_id.name or '',
+ opp.contact_name or '',
+ opp.email_from or '',
+ opp.phone or '',
+ opp.fax or '',
+ opp.mobile or '',
+ opp.state_id.name or '',
+ opp.description or '',
+ opp.probability or '',
+ opp.planned_revenue or '',
+ opp.country_id.name or '',
+ opp.city or '',
+ opp.street or '',
+ opp.street2 or '',
+ opp.zip or '',
+ ))
+ subject = subject[0] + ", ".join(subject[1:])
+ details = "\n\n".join(details)
+
+ opp_obj._history(cr, uid, [first_opportunity], subject, details=details)
+ #data.update({'message_ids' : [(6, 0 ,self._concat_o2m('message_ids', op_ids))]})
+ opp_obj.write(cr, uid, [first_opportunity.id], data)
+ unlink_ids = map(lambda x: x.id, tail_opportunities)
+ opp_obj.unlink(cr, uid, unlink_ids, context=context)
+
models_data = self.pool.get('ir.model.data')
+
+
# Get Opportunity views
- result = models_data._get_id(
- cr, uid, 'crm', 'view_crm_case_opportunities_filter')
opportunity_view_form = models_data._get_id(
cr, uid, 'crm', 'crm_case_form_view_oppor')
opportunity_view_tree = models_data._get_id(
if opportunity_view_tree:
opportunity_view_tree = models_data.browse(
cr, uid, opportunity_view_tree, context=context).res_id
-
+
return {
'name': _('Opportunity'),
'view_type': 'form',
'view_mode': 'tree, form',
'res_model': 'crm.lead',
'domain': [('type', '=', 'opportunity')],
- 'res_id': int(first_opp.id),
+ 'res_id': int(first_opportunity.id),
'view_id': False,
'views': [(opportunity_view_form, 'form'),
(opportunity_view_tree, 'tree'),
'type': 'ir.actions.act_window',
}
+
+ def action_merge(self, cr, uid, ids, context=None):
+ obj_opportunity = self.browse(cr, uid, ids[0], context=context)
+ op_ids = obj_opportunity.opportunity_ids
+ self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [op_ids[0].id])]}, context=context)
+ context['lead_ids'] = [op_ids[0].id]
+ return self.merge(cr, uid, op_ids, context)
+
+
_columns = {
'opportunity_ids' : fields.many2many('crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id', 'Opportunities', domain=[('type', '=', 'opportunity')]),
}
res = super(crm_merge_opportunity, self).default_get(cr, uid, fields, context=context)
if record_ids:
+ opp_ids = []
+ opps = self.pool.get('crm.lead').browse(cr, uid, record_ids, context=context)
+ for opp in opps:
+ if opp.state not in ('done', 'cancel'):
+ opp_ids.append(opp.id)
if 'opportunity_ids' in fields:
- res.update({'opportunity_ids': record_ids})
+ res.update({'opportunity_ids': opp_ids})
return res