'crm_phonecall_demo.xml',
],
'test': [
- 'test/process/draft2open_lead.yml',
+ 'test/process/communication_with_customer.yml',
'test/process/lead2opportunity2win.yml',
'test/process/merge_opportunity.yml',
- 'test/process/partner2opportunity.yml',
'test/process/cancel_lead.yml',
- 'test/process/meeting.yml',
- 'test/process/mass_leads2opportunity.yml',
'test/ui/lead_form.yml',
- 'test/process/phone-call2opportunity.yml',
- 'test/process/phone-call2meeting.yml',
- 'test/process/schedule_other_phone-call.yml'
],
'installable': True,
'active': False,
from crm import crm_case
import binascii
import tools
-
+from mail.mail_message import to_email
CRM_LEAD_PENDING_STATES = (
crm.AVAILABLE_STATES[2][0], # Cancelled
return res and res.id or False
def _concat_all(attr):
- return ', '.join([getattr(opportunity, attr) for opportunity in opportunities if hasattr(opportunity, attr)])
+ return ', '.join([getattr(opportunity, attr) or '' for opportunity in opportunities if hasattr(opportunity, attr)])
data = {
'partner_id': _get_first_not_null_id('partner_id'), # !!
def _merge_find_oldest(self, cr, uid, ids, context=None):
if context is None:
context = {}
+ #TOCHECK: where pass 'convert' in context ?
if context.get('convert'):
ids = list(set(ids) - set(context.get('lead_ids', False)) )
#search opportunities order by create date
- opportunity_ids = lead_obj.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
+ opportunity_ids = self.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
oldest_id = opportunity_ids[0]
return self.browse(cr, uid, oldest_id, context=context)
if len(ids) <= 1:
raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
- opportunities = self.browse(cr, uid, lead_ids, context=context)
- opportunities_list = list(set(ids) - set(opportunities))
- oldest = self._find_oldest_opportunity(cr, uid, ids, context=context)
- if opportunities :
- first_opportunity = opportunities[0]
+ ctx_opportunities = self.browse(cr, uid, lead_ids, context=context)
+ opportunities = self.browse(cr, uid, ids, context=context)
+ opportunities_list = list(set(opportunities) - set(ctx_opportunities))
+ oldest = self._merge_find_oldest(cr, uid, ids, context=context)
+ if ctx_opportunities :
+ first_opportunity = ctx_opportunities[0]
tail_opportunities = opportunities_list
else:
first_opportunity = opportunities_list[0]
return first_opportunity.id
- def _convert_opportunity_data(self, lead):
+ def _convert_opportunity_data(self, cr, uid, lead, customer, section_id=False, context=None):
crm_stage = self.pool.get('crm.case.stage')
- if lead.section_id:
- stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1), ('section_ids','=', lead.section_id.id)])
+ contact_id = self.pool.get('res.partner').address_get(cr, uid, [customer.id])['default']
+ if not section_id:
+ section_id = lead.section_id and lead.section_id.id or False
+ if section_id:
+ stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1), ('section_ids','=', section_id)])
else:
- stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1)])
-
+ stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1)])
+ stage_id = stage_ids and stage_ids[0] or False
return {
'planned_revenue': lead.planned_revenue,
'probability': lead.probability,
'partner_id': customer.id,
'user_id': (lead.user_id and lead.user_id.id),
'type': 'opportunity',
- 'stage_id': stage_ids and stage_ids[0] or False,
+ 'stage_id': stage_id or False,
'date_action': time.strftime('%Y-%m-%d %H:%M:%S'),
- 'partner_address_id': len(customer.address_id) and customer.address_id[0] or False
+ 'partner_address_id': contact_id
}
- def _convert_opportunity_notification(self, cr, uid, lead, context=context):
+ def _convert_opportunity_notification(self, cr, uid, lead, context=None):
success_message = _("Lead '%s' has been converted to an opportunity.") % lead.name
self.message_append(cr, uid, [lead.id], success_message, body_text=success_message, context=context)
- self.log(cr, uid, [lead.id], success_message)
+ self.log(cr, uid, lead.id, success_message)
self._send_mail_to_salesman(cr, uid, lead, context=context)
return True
- def convert_opportunity(self, cr, uid, ids, partner_id, mass_convert=False, merge=False, context=None):
+ def convert_opportunity(self, cr, uid, ids, partner_id, user_ids=False, section_id=False, context=None):
partner = self.pool.get('res.partner')
mail_message = self.pool.get('mail.message')
+
customer = partner.browse(cr, uid, partner_id, context=context)
for lead in self.browse(cr, uid, ids, context=context):
- vals = self._convert_opportunity_data(lead)
+ if lead.state in ('done', 'cancel'):
+ continue
+ if user_ids or section_id:
+ self.allocate_salesman(cr, uid, [lead.id], user_ids, section_id, context=context)
+
+ vals = self._convert_opportunity_data(cr, uid, lead, customer, section_id, context=context)
self.write(cr, uid, [lead.id], vals, context=context)
+
self._convert_opportunity_notification(cr, uid, lead, context=context)
#TOCHECK: why need to change partner details in all messages of lead ?
if lead.partner_id:
mail_message.write(cr, uid, msg_ids, {
'partner_id': lead.partner_id.id
}, context=context)
- return True
+ return True
def _lead_create_partner(self, cr, uid, lead, context=None):
partner = self.pool.get('res.partner')
return partner_id
def _lead_assign_partner(self, cr, uid, ids, partner_id, context=None):
- return self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
+ contact_id = self.pool.get('res.partner').address_get(cr, uid, [partner_id])['default']
+ return self.write(cr, uid, ids, {'partner_id' : partner_id, 'partner_address_id': contact_id}, context=context)
def _lead_create_partner_address(self, cr, uid, lead, partner_id, context=None):
address = self.pool.get('res.partner.address')
'name': lead.contact_name,
'phone': lead.phone,
'mobile': lead.mobile,
- 'email': lead.email_from,
+ 'email': to_email(lead.email_from)[0],
'fax': lead.fax,
'title': lead.title and lead.title.id or False,
'function': lead.function,
'state_id': lead.state_id and lead.state_id.id or False,
})
- def convert_partner(self, cr, uid, ids, action='new', partner_id=False, context=None):
+ def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None):
"""
This function convert partner based on action.
if action is 'new', create new partner with contact and assign lead to new partner_id.
"""
if context is None:
context = {}
- partner_ids = []
+ partner_ids = {}
for lead in self.browse(cr, uid, ids, context=context):
- if action == 'create':
- partner_id = self._lead_create_partner(cr, uid, lead, context=context)
+ partner_id = lead.partner_id and lead.partner_id.id or False
+ if action == 'create':
+ if not partner_id:
+ partner_id = self._lead_create_partner(cr, uid, lead, context=context)
+ self._lead_create_partner_address(cr, uid, lead, partner_id, context=context)
self._lead_assign_partner(cr, uid, [lead.id], partner_id, context=context)
- partner_ids.append(partner_id)
+ partner_ids[lead.id] = partner_id
return partner_ids
def _send_mail_to_salesman(self, cr, uid, lead, context=None):
self.write(cr, uid, [lead_id], value, context=context)
return True
+ def schedule_phonecall(self, cr, uid, ids, schedule_time, call_summary, user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
+ """
+ action :('schedule','Schedule a call'), ('log','Log a call')
+ """
+ phonecall = self.pool.get('crm.phonecall')
+ model_data = self.pool.get('ir.model.data')
+ phonecall_dict = {}
+ if not categ_id:
+ res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
+ if res_id:
+ categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
+ for lead in self.browse(cr, uid, ids, context=context):
+ if not section_id:
+ section_id = lead.section_id and lead.section_id.id or False
+ if not user_id:
+ user_id = lead.user_id and lead.user_id.id or False
+ vals = {
+ 'name' : call_summary,
+ 'opportunity_id' : lead.id,
+ 'user_id' : user_id or False,
+ 'categ_id' : categ_id or False,
+ 'description' : lead.description or False,
+ 'date' : schedule_time,
+ 'section_id' : section_id or False,
+ 'partner_id': lead.partner_id and lead.partner_id.id or False,
+ 'partner_address_id': lead.partner_address_id and lead.partner_address_id.id or False,
+ 'partner_phone' : lead.phone or (lead.partner_address_id and lead.partner_address_id.phone or False),
+ 'partner_mobile' : lead.partner_address_id and lead.partner_address_id.mobile or False,
+ 'priority': lead.priority,
+ }
+
+ new_id = phonecall.create(cr, uid, vals, context=context)
+ phonecall.case_open(cr, uid, [new_id])
+ if action == 'log':
+ phonecall.case_close(cr, uid, [new_id])
+ phonecall_dict[lead.id] = new_id
+ return phonecall_dict
+
+
def redirect_opportunity_view(self, cr, uid, opportunity_id, context=None):
models_data = self.pool.get('ir.model.data')
def case_close(self, cr, uid, ids, *args):
"""Overrides close for crm_case for setting close date
- @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 case Ids
- @param *args: Tuple Value for additional Params
"""
res = True
for phone in self.browse(cr, uid, ids):
def case_reset(self, cr, uid, ids, *args):
"""Resets case as Todo
- @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 case Ids
- @param *args: Tuple Value for additional Params
"""
res = super(crm_phonecall, self).case_reset(cr, uid, ids, args, 'crm.phonecall')
self.write(cr, uid, ids, {'duration': 0.0})
def case_open(self, cr, uid, ids, *args):
"""Overrides cancel for crm_case for setting Open Date
- @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 case's Ids
- @param *args: Give Tuple Value
"""
res = super(crm_phonecall, self).case_open(cr, uid, ids, *args)
self.write(cr, uid, ids, {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
return res
+ def schedule_another_phonecall(self, cr, uid, ids, schedule_time, call_summary, \
+ user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
+ """
+ action :('schedule','Schedule a call'), ('log','Log a call')
+ """
+ model_data = self.pool.get('ir.model.data')
+ phonecall_dict = {}
+ if not categ_id:
+ res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
+ if res_id:
+ categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
+ for call in self.browse(cr, uid, ids, context=context):
+ if not section_id:
+ section_id = call.section_id and call.section_id.id or False
+ if not user_id:
+ user_id = call.user_id and call.user_id.id or False
+ vals = {
+ 'name' : call_summary,
+ 'user_id' : user_id or False,
+ 'categ_id' : categ_id or False,
+ 'description' : call.description or False,
+ 'date' : schedule_time,
+ 'section_id' : section_id or False,
+ 'partner_id': call.partner_id and call.partner_id.id or False,
+ 'partner_address_id': call.partner_address_id and call.partner_address_id.id or False,
+ 'partner_phone' : call.partner_phone,
+ 'partner_mobile' : call.partner_mobile,
+ 'priority': call.priority,
+ }
+
+ new_id = self.create(cr, uid, vals, context=context)
+ self.case_open(cr, uid, [new_id])
+ if action == 'log':
+ self.case_close(cr, uid, [new_id])
+ phonecall_dict[call.id] = new_id
+ return phonecall_dict
+
+ def _call_create_partner(self, cr, uid, phonecall, context=None):
+ partner = self.pool.get('res.partner')
+ partner_id = partner.create(cr, uid, {
+ 'name': phonecall.name,
+ 'user_id': phonecall.user_id.id,
+ 'comment': phonecall.description,
+ 'address': []
+ })
+ return partner_id
+
+ def _call_assign_partner(self, cr, uid, ids, partner_id, context=None):
+ return self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
+
+ def _call_create_partner_address(self, cr, uid, phonecall, partner_id, context=None):
+ address = self.pool.get('res.partner.address')
+ return address.create(cr, uid, {
+ 'partner_id': partner_id,
+ 'name': phonecall.name,
+ 'phone': phonecall.partner_phone,
+ })
+
+ def convert_partner(self, cr, uid, ids, action='new', partner_id=False, context=None):
+ """
+ This function convert partner based on action.
+ if action is 'create', create new partner with contact and assign lead to new partner_id.
+ otherwise assign lead to specified partner_id
+ """
+ if context is None:
+ context = {}
+ partner_ids = {}
+ for call in self.browse(cr, uid, ids, context=context):
+ partner_id = call.partner_id and call.partner_id.id or False
+ if action == 'create':
+ if not partner_id:
+ partner_id = self._call_create_partner(cr, uid, call, context=context)
+ self._call_create_partner_address(cr, uid, call, partner_id, context=context)
+ self._call_assign_partner(cr, uid, [call.id], partner_id, context=context)
+ partner_ids[call.id] = partner_id
+ return partner_ids
+
+
+ def redirect_phonecall_view(self, cr, uid, phonecall_id, context=None):
+ model_data = self.pool.get('ir.model.data')
+ # Select the view
+ id2 = model_data._get_id(cr, uid, 'crm', 'crm_case_phone_tree_view')
+ id3 = model_data._get_id(cr, uid, 'crm', 'crm_case_phone_form_view')
+ if id2:
+ id2 = model_data.browse(cr, uid, id2, context=context).res_id
+ if id3:
+ id3 = model_data.browse(cr, uid, id3, context=context).res_id
+
+ result = model_data._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
+ res = model_data.read(cr, uid, result, ['res_id'])
+
+ value = {
+ 'name': _('Phone Call'),
+ 'view_type': 'form',
+ 'view_mode': 'tree,form',
+ 'res_model': 'crm.phonecall',
+ 'res_id' : int(phonecall_id),
+ 'views': [(id3, 'form'), (id2, 'tree'), (False, 'calendar')],
+ 'type': 'ir.actions.act_window',
+ 'search_view_id': res['res_id'],
+ }
+ return value
+
+
+ def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0, context=None):
+ partner = self.pool.get('res.partner')
+ address = self.pool.get('res.partner.address')
+ opportunity = self.pool.get('crm.lead')
+ opportunity_dict = {}
+ for call in self.browse(cr, uid, ids, context=context):
+ if not partner_id:
+ partner_id = call.partner_id and call.partner_id.id or False
+ if partner_id:
+ address_id = partner.address_get(cr, uid, [partner_id])['default']
+ if address_id:
+ default_contact = address.browse(cr, uid, address_id, context=context)
+ opportunity_id = opportunity.create(cr, uid, {
+ 'name': opportunity_summary or call.name,
+ 'planned_revenue': planned_revenue,
+ 'probability': probability,
+ 'partner_id': partner_id or False,
+ 'partner_address_id': default_contact and default_contact.id,
+ 'phone': default_contact and default_contact.phone,
+ 'mobile': default_contact and default_contact.mobile,
+ 'section_id': call.section_id and call.section_id.id or False,
+ 'description': call.description or False,
+ 'phonecall_id': call.id,
+ 'priority': call.priority,
+ 'type': 'opportunity',
+ 'phone': call.partner_phone or False,
+ })
+ vals = {
+ 'partner_id': partner_id,
+ 'opportunity_id' : opportunity_id,
+ }
+ self.write(cr, uid, [call.id], vals)
+ self.case_close(cr, uid, [call.id])
+ opportunity.case_open(cr, uid, [opportunity_id])
+ opportunity_dict[call.id] = opportunity_id
+ return opportunity_dict
+
def action_make_meeting(self, cr, uid, ids, context=None):
"""
This opens Meeting's calendar view to schedule meeting on current Phonecall
- @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 Meeting IDs
- @param context: A standard dictionary for contextual values
-
@return : Dictionary value for created Meeting view
"""
value = {}
<field eval="2.08" name="duration"/>
</record>
<record id="crm_case_phone06" model="crm.phonecall">
- <field name="partner_address_id" ref="base.res_partner_address_1"/>
- <field eval="1" name="active"/>
- <field name="partner_id" ref="base.res_partner_9"/>
<field eval=""3"" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval=""Bad time"" name="name"/>
'Phonecalls'),
}
- def make_opportunity(self, cr, uid, ids, opportunity, planned_revenue=0.0, probability=0.0, partner_id=None, context=None):
+ def redirect_partner_form(self, cr, uid, partner_id, context=None):
+ model_data = self.pool.get('ir.model.data')
+ result = model_data._get_id(cr, uid, 'base', 'view_res_partner_filter')
+ res = model_data.read(cr, uid, result, ['res_id'])
+
+ value = {
+ 'domain': "[]",
+ 'view_type': 'form',
+ 'view_mode': 'form,tree',
+ 'res_model': 'res.partner',
+ 'res_id': int(partner_id),
+ 'view_id': False,
+ 'context': context,
+ 'type': 'ir.actions.act_window',
+ 'search_view_id': res['res_id']
+ }
+ return value
+
+ def make_opportunity(self, cr, uid, ids, opportunity_summary, planned_revenue=0.0, probability=0.0, partner_id=None, context=None):
categ = self.pool.get('crm.case.categ')
address = self.address_get(cr, uid, ids)
categ_ids = categ.search(cr, uid, [('object_id.model','=','crm.lead')])
lead = self.pool.get('crm.lead')
- opportunity_ids = []
+ opportunity_ids = {}
for partner in self.browse(cr, uid, ids, context=context):
- address = self.address_get(cr, uid, partner.id)
+ address = self.address_get(cr, uid, [partner.id])['default']
if not partner_id:
partner_id = partner.id
opportunity_id = lead.create(cr, uid, {
- 'name' : opportunity,
+ 'name' : opportunity_summary,
'planned_revenue' : planned_revenue,
'probability' : probability,
'partner_id' : partner_id,
- 'partner_address_id' : address['default'],
+ 'partner_address_id' : address,
'categ_id' : categ_ids and categ_ids[0] or '',
'state' :'draft',
'type': 'opportunity'
})
- opportunity_id.add(opportunity_id)
+ opportunity_ids[partner_id] = opportunity_id
return opportunity_ids
res_partner()
--- /dev/null
+Return-Path: <info@customer.com>\r
+X-Original-To: info@customer.com\r
+Delivered-To: sales@my.com\r
+Received: by mail.my.com (Postfix, from userid xxx)\r
+ id 822ECBFB67; Mon, 24 Oct 2011 07:36:51 +0200 (CEST)\r
+X-Spam-Checker-Version: SpamAssassin 3.3.1 (2010-03-16) on mail.my.com\r
+X-Spam-Level: \r
+X-Spam-Status: No, score=-1.0 required=5.0 tests=ALL_TRUSTED autolearn=ham\r
+ version=3.3.1\r
+Received: from [192.168.1.146] \r
+ (Authenticated sender: info@mail.customer.com)\r
+ by mail.customer.com (Postfix) with ESMTPSA id 07A30BFAB4\r
+ for <sales@my.com>; Mon, 24 Oct 2011 07:36:50 +0200 (CEST)\r
+Message-ID: <4EA4F95D.904@customer.com>\r
+Date: Mon, 24 Oct 2011 11:06:29 +0530\r
+From: Mr. John Right <info@customer.com>\r
+User-Agent: Mozilla/5.0 (X11; U; Linux i686; en-US; rv:1.9.2.14) Gecko/20110223 Lightning/1.0b2 Thunderbird/3.1.8\r
+MIME-Version: 1.0\r
+To: sales@my.com\r
+Subject: Fournir votre devis avec le meilleur prix.\r
+Content-Type: text/plain; charset=ISO-8859-1; format=flowed\r
+Content-Transfer-Encoding: 8bit\r
+\r
+Bonjour l'équipe de vente,\r
+\r
+Je veux acheter vos produits et services.\r
+\r
+S'il vous plaît fournir votre cotation avec le meilleur prix.\r
+\r
+Merci\r
-
- Cheking for lead from draft to cancel, I cancel this lead.
+ I cancel unqualified lead.
-
!python {model: crm.lead}: |
self.case_cancel(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
-
- I test lead is on cancel state.
+ I check cancelled lead.
-
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in cancel state}:
- state == "cancel"
-
- Checking for lead from cancel to reset, I reset this lead.
+ I reset cancelled lead into unqualified lead.
-
!python {model: crm.lead}: |
self.case_reset(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
-
- I test lead is on draft state.
+ I check unqualified lead after reset.
-
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in draft state}:
- state == "draft"
-
- Cheking for lead from reset to pending, I pending this lead.
+ I put unqualified lead into pending.
-
!python {model: crm.lead}: |
self.case_pending(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
-
- I test lead is on pending state.
+ I check status of pending lead.
-
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in pending state}:
- state == "pending"
--
- Cheking for lead from pending to cancel, I cancel this lead.
--
- !python {model: crm.lead}: |
- self.case_cancel(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
--
- I test lead is on cancel state.
--
- !assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in cancel state}:
- - state == "cancel"
--
- I create sales executive department that will be work under Sales Department.
--
- !record {model: crm.case.section, id: section_sales_exe_department}:
- name: "Sales Executive"
- parent_id: crm.section_sales_department
--
- Escalate lead from sales executive department to sales department,
- for that purpose i assign sales executive department on lead,
- after i will be process to escalate lead to sales department
--
- !record {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0}:
- section_id: section_sales_exe_department
--
- Processing on Lead escalate to sales departemnt, i check for lead escalate to sales Department from Executive
- department or not.
--
- !python {model: crm.lead}: |
- self.case_reset(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
- self.case_escalate(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
--
- I test lead escalate from sales department from Executive department.
--
- !assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Escalate lead to on sales team from Executive teame}:
- - section_id.name == "Sales Department"
--
- Cheking for lead from escalate to cancel, I cancel this lead.
--
- !python {model: crm.lead}: |
- self.case_cancel(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
--
- I test lead is on cancel state.
--
- !assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in cancel state}:
- - state == "cancel"
-
- Communication by mail, Customer Interest with our product and to take functional
- training with us.
+ Customer would like to purchase our product. so He send request by email to our mail server.
-
- !python {model: crm.lead}: |
- #create message manually to create lead by(Mail) self.message_new(cr, uid, msg, context=None)
--
- After getting the mail, I call to customer for more communication.
+ Mail script will be fetched him request from mail server. so I process that mail after read EML file
-
- !python {model: crm.lead}: |
- #schedule phonecall to customer
- #search lead which came by customer and create function in crm.lead-schedule_phonecall to customer
+ !python {model: mail.thread}: |
+ import addons
+ request_file = open(addons.get_module_resource('crm','test', 'customer_request.eml'),'rb')
+ request_message = request_file.read()
+ self.message_process(cr, uid, 'crm.lead', request_message)
+
-
- Communication by phonecall with customer, customer want to meet us so I arrage
- meeting for customer.
+ After getting the mail, I check details of new lead of that customer.
-
!python {model: crm.lead}: |
- #schedule to arrange meeting with customer.
- #search lead which came by customer and call to action_makeMeeting.
--
- Customer do initial discussion with us on meeting, so I check confirm
- meeting and after completed, meeting will be close.
--
- !python {model: crm.meeting}: |
- #open and close the meeting.
- #search id from lead and open and close this meeting.
--
- After communicated by meeting with customer, I send mail to more discussion
- with Customer.
+ lead_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
+ assert lead_ids and len(lead_ids), "Lead is not created after getting request"
+ lead = self.browse(cr, uid, lead_ids[0], context=context)
+ assert not lead.partner_id, "Customer should be a new"
+ assert lead.name == "Fournir votre devis avec le meilleur prix.", "Subject does not match"
+-
+ I reply him request with welcome message.
+-
+ !python {model: mail.compose.message}: |
+ lead_ids = self.pool.get('crm.lead').search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
+ context.update({'active_model': 'crm.lead','active_id': lead_ids[0]})
+ id = self.create(cr, uid, {'body_text': "Merci à l'intérêt pour notre produit.nous vous contacterons bientôt. Merci"}, context=context)
+ try:
+ self.send_mail(cr, uid, [id], context=context)
+ except:
+ pass
+
+
+-
+ Now, I convert him into customer and put into regular customer list.
-
!python {model: crm.lead}: |
- #send mail to customer.
--
- Also another communication send Fax to customer and maintain communication history.
--
- !record {model: crm.add.note, id: crm_add_note_time_schedule}:
- #create fax history
- #body: 'Timining Scenario to come office'
+ lead_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
+ self.convert_partner(cr, uid, lead_ids, context=context)
+
-
- I give Fax to customer for our detail scenario of functional training timing
- schedule.
+ Now, I search customer in regular customer list.
-
- !python {model: crm.add.note}: |
- #add this fax history to lead
- #self.action_add(cr, uid, [ref("crm_add_note_time_schedule")], {"active_model": "crm.lead","active_ids": [ref("crm_case_qrecorp0")]})
+ !python {model: crm.lead}: |
+ partner_ids = self.message_partner_by_email(cr, uid, 'Mr. John Right <info@customer.com>')
+ assert partner_ids.get('partner_id'), "Customer is not found in regular customer list."
+
-
- After Adding Fax scenario, I test it.
+ I convert one phonecall request as a customer and put into regular customer list.
-
- !python {model: crm.lead}: |
- #checked Fax history added.
- #search lead history and compare with record
+ !python {model: crm.phonecall}: |
+ self.convert_partner(cr, uid, [ref('crm.crm_case_phone06')], context=context)
+
+
+++ /dev/null
--
- I got lead from Customer, I open this lead.
--
- !python {model: crm.lead}: |
- self.case_open(cr, uid, [ref("crm_case_qrecorp0")])
-- |
- In order to test lead, i test lead is in open stage.
--
- !assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in open state}:
- - state == "open"
-
- Convert opportunity based on exiting partner.
+ I open customer lead.
+-
+ !python {model: crm.lead}: |
+ self.case_open(cr, uid, [ref("crm_case_qrecorp0")])
+-
+ I check lead is in open stage.
+-
+ !assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in open state}:
+ - state == "open"
+
+-
+ I convert lead into opportunity for exiting customer.
-
!python {model: crm.lead}: |
self.convert_opportunity(cr, uid ,[ref("crm_case_qrecorp0")], ref("base.res_partner_agrolait"))
-
- After converted in opportunity, I test that lead is converted to opportunity.
+ I check details of converted opportunity.
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
assert lead.partner_id.id == ref("base.res_partner_agrolait"), 'Partner missmatch!'
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
-
- Finally, i won this opportunity, so I close this opportunity.
+ Now I start Communication by phonecall with customer.
+-
+ !python {model: crm.opportunity2phonecall}: |
+ import time
+ context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_qrecorp0')]})
+ call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
+ 'name': "Bonjour M. Jean, Comment êtes-vous? J'ai obtenu votre demande. peut-on parler au sujet de ce pour quelques minutes?"}, context=context)
+ self.action_schedule(cr, uid, [call_id], context=context)
+-
+ After communicated with customer, I put some notes with Contract details.
+-
+ !python {model: crm.add.note}: |
+ context.update({'active_model': 'crm.lead', 'active_id': ref('crm_case_qrecorp0')})
+ note_id = self.create(cr, uid, {'body': "ces détails envoyés par le client sur le FAX pour la qualité"})
+ self.action_add(cr, uid, [note_id], context=context)
+-
+ Finally, I won this opportunity, so I close this opportunity.
-
!python {model: crm.lead}: |
self.case_mark_won(cr, uid, [ref("crm_case_qrecorp0")])
-
- After wininng the opportunity , I test the opportunity.
+ I check details of the opportunity After won the opportunity.
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_case_qrecorp0'))
+++ /dev/null
--
- Convert two Leads to two opportunity(Mass conversion).
--
- !python {model: crm.lead}: |
- self.convert_opportunity(cr, uid, [ref("crm_case_employee0"), ref("crm_case_electonicgoodsdealer0")], mass_convert=True)
--
- First lead converted on opportunity, I test it.
--
- !python {model: crm.lead}: |
- lead = self.browse(cr, uid, ref('crm_case_employee0'))
- assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
- assert lead.planned_revenue == 0.0, 'Planned revenue should be 0!'
- assert lead.probability == 0.0, 'probability revenue should be 0!'
- assert lead.partner_id.name == "Agrolait", 'Partner missmatch!'
- assert lead.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
--
- Second lead converted on opportunity, I test it.
--
- !python {model: crm.lead}: |
- lead = self.browse(cr, uid, ref('crm_case_electonicgoodsdealer0'))
- assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
- assert lead.planned_revenue == 0.0, 'Planned revenue should be 0!'
- assert lead.probability == 0.0, 'probability revenue should be 0!'
- assert lead.partner_id.name == "Le Club SARL", 'Partner missmatch!'
- assert lead.stage_id.id == ref("stage_lead1"), 'Stage of probability is incorrect!'
-
- I have two opportunity ,so i merge this two Opportunities, I test which two opportunity has been merged .
+ I make direct opportunity for Customer.
+-
+ !python {model: crm.partner2opportunity}: |
+ context.update({'active_model': 'res.partner', 'active_ids': [ref("base.res_partner_9")]})
+ res_id = self.create(cr, uid, {'name': "enquête pour l'achat de services"}, context=context)
+ self.make_opportunity(cr, uid, [res_id], context=context)
+
+-
+ I make another opportunity from phonecall for same customer.
+-
+ !python {model: crm.phonecall2opportunity}: |
+ context.update({'active_model': 'crm.phonecall', 'active_ids': [ref("crm.crm_case_phone06")]})
+ res_id = self.create(cr, uid, {'name': "Quoi de prix de votre autre service?", 'partner_id': ref("base.res_partner_9")}, context=context)
+ self.make_opportunity(cr, uid, [res_id], context=context)
+-
+ Now I merge all opportunities of customer.
-
!python {model: crm.lead}: |
- op_list = [ref('crm_case_bankwealthy2'),ref('crm_case_unifliege')]
- op_ids=self.pool.get('crm.lead').browse(cr,uid,op_list)
- lead_ids = [ref('crm_case_bankwealthy2')]
- self.merge_opportunity(cr, uid, op_ids, {'lead_ids': lead_ids})
+ opportunity_ids = self.search(cr, uid, [('partner_id','=', ref("base.res_partner_9"))])
+ self.merge_opportunity(cr, uid, opportunity_ids, context=context)
+
+-
+ Now I schedule another phonecall to customer after merged.
+-
+ !python {model: crm.phonecall2phonecall}: |
+ context.update({'active_model': 'crm.phonecall', 'active_ids': [ref("crm.crm_case_phone06")]})
+ res_id = self.create(cr, uid, {'name': "vos chances sont fusionnés en un seul"}, context=context)
+ self.action_schedule(cr, uid, [res_id], context=context)
+
+++ /dev/null
--
- Convert partner to opportunity, i test to convert opportunity is from partner.
--
- !python {model: res.partner}: |
- opportunity = self.make_opportunity(cr, uid, [ref("base.res_partner_9")], 'BalmerInc S.A.', 200.0, 150.0)
- opportunity_rec = self.pool.get('crm.lead').browse(cr, uid, opportunity['res_id'])
- assert opportunity_rec.type == 'opportunity', 'Lead is not converted to opportunity!'
- assert opportunity_rec.planned_revenue == 200.0, 'Planned revenue should be 200!'
- assert opportunity_rec.probability == 150.0, 'probability revenue should be 150!'
- assert opportunity_rec.partner_id.id == ref("base.res_partner_9"), 'Partner missmatch!'
- assert opportunity_rec.state == 'draft', 'Opportunity stage not in draft state'
+++ /dev/null
--
- For customer purpose, I called to him/her for discussion about openerp.
- As the success of phonecall seems to be a real business opportunity, so first i
- create record of phonecall.
--
- !record {model: crm.phonecall2opportunity, id: crm_phonecall2opportunity_disc_openerp}:
- name: Discuss Review Process
- partner_id: base.res_partner_tinyatwork
--
- Succeed phonecall, it's convert into on opportunity.
--
- !python {model: crm.phonecall2opportunity}: |
- self.action_apply(cr, uid, [ref("crm_phonecall2opportunity_disc_openerp")], {"active_id": ref("crm_case_phone04")})
--
- I check that the phonecall and the newly created business opportunity is
- linked to same partner and also check with phonecall closed and opportunity
- is on intial stage or not.
--
- !python {model: crm.phonecall}: |
- phonecall = self.browse(cr, uid, ref('crm_case_phone04'))
- assert phonecall.partner_id.id == phonecall.opportunity_id.partner_id.id, "created business opportunity is not linked to same partner"
- assert phonecall.opportunity_id.stage_id.id == ref("stage_lead1"), "Converted opportunity is not in Initial stage"
- assert phonecall.state == "done", "phonecall is held"
+++ /dev/null
--
- I schedule phonecall to another phonecall, so first i create record of schedule call.
--
- !record {model: crm.phonecall2phonecall, id: crm_schedule_phonecall}:
- name: 'Test Discuss Review Process'
- categ_id: crm.categ_phone1
- date: !eval time.strftime('%Y-%m-%d')
--
- I Convert schedule phonecall.
--
- !python {model: crm.phonecall2phonecall}: |
- self.action_apply(cr, uid, [ref('crm_schedule_phonecall')], {'active_id': ref('crm_case_phone04')})
--
- I check for another schedule call.
--
- !python {model: crm.phonecall}: |
- phonecall = self.search(cr, uid, [('name', '=', 'Test Discuss Review Process')])
- assert phonecall, "Do not create another schedule call"
- schedule_phonecall = self.browse(cr, uid, phonecall)[0]
- assert schedule_phonecall.user_id.id == ref("base.user_root"), "Responsible person not assign"
- assert schedule_phonecall.section_id.id == ref("crm.section_sales_department"), "Do not assign proper section"
- assert schedule_phonecall.categ_id.id == ref("crm.categ_phone1"), "Category of phonecall is not apply"
- assert schedule_phonecall.partner_id.id == ref("base.res_partner_tinyatwork"), "Partner missmatch"
\ No newline at end of file
-
- In order to check for changes on partner, country and phone number change automatically according to partner,
+ I check onchange event of partner address on lead form.
-
!python {model: crm.lead}: |
action = self.onchange_partner_address_id(cr, uid, ref("crm_case_qrecorp0"), ref("base.res_partner_address_notsotinysarl0"), email=False)
assert action['value']['country_id'] == 20, "Country name not True"
assert action['value']['phone'] == '(+32).81.81.37.00', "phone number is wrong"
--
- I try to Unlink the lead, so I create new record of lead on cancel stage.
--
- !record {model: crm.lead, id: crm_case_new_lead}:
- name: Openerp Trainning
- state: cancel
--
- I test copy and unlink this lead.
--
- !python {model: crm.lead}: |
- self.copy(cr, uid, ref("crm_case_new_lead"))
- sid = self.search(cr, uid, [('name', '=', 'Openerp Trainning')])
- assert len(sid) == 2, 'Lead is not copied Successfully'
- try:
- self.unlink(cr, uid, [ref("crm_case_new_lead")])
- except:
- pass
+
import crm_lead_to_partner
import crm_lead_to_opportunity
-import crm_opportunity_to_phonecall
import crm_phonecall_to_phonecall
+import crm_opportunity_to_phonecall
import crm_phonecall_to_partner
-import crm_phonecall_to_opportunity
import crm_partner_to_opportunity
+import crm_phonecall_to_opportunity
import crm_merge_opportunities
raise osv.except_osv(_("Warning !"), _("Closed/Cancelled Leads can not be converted into Opportunity"))
return False
-
+ def _convert_opportunity(self, cr, uid, ids, context=None):
+ if context is None:
+ context = {}
+ lead = self.pool.get('crm.lead')
+ partner_ids = self._create_partner(cr, uid, ids, context=context)
+ partner_id = partner_ids and partner_ids[0] or False
+ lead_ids = context.get('active_ids', [])
+ user_ids = context.get('user_ids', False)
+ team_id = context.get('section_id', False)
+ return lead.convert_opportunity(cr, uid, lead_ids, partner_id, user_ids, team_id, context=context)
+
+ def _merge_opportunity(self, cr, uid, ids, opportunity_ids, action='merge', context=None):
+ #TOFIX: is it usefully ?
+ if context is None:
+ context = {}
+ merge_opportunity = self.pool.get('crm.merge.opportunity')
+ res = False
+ #If we convert in mass, don't merge if there is no other opportunity but no warning
+ if action == 'merge' and (len(opportunity_ids) > 1 or not context.get('mass_convert') ):
+ self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [opportunity_ids[0].id])]}, context=context)
+ context.update({'lead_ids' : record_id, "convert" : True})
+ res = merge_opportunity.merge(cr, uid, data.opportunity_ids, context=context)
+ return res
+
def action_apply(self, cr, uid, ids, context=None):
"""
This converts lead to opportunity and opens Opportunity view
"""
if not context:
context = {}
- if not record_id:
- return {'type': 'ir.actions.act_window_close'}
-
- partner_ids = self._create_partner(cr, uid, ids, context=context)
- partner_id = partner_ids and partner_ids[0] or False
- leads.convert_opportunity(cr, uid, lead_ids, partner_id, context=context)
- #If we convert in mass, don't merge if there is no other opportunity but no warning
- if data.name == 'merge' and (len(data.opportunity_ids) > 1 or not context.get('mass_convert') ):
- merge_obj = self.pool.get('crm.merge.opportunity')
- self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [data.opportunity_ids[0].id])]}, context=context)
- context.update({'lead_ids' : record_id, "convert" : True})
- return merge_obj.merge(cr, uid, data.opportunity_ids, context=context)
+
+ lead = self.pool.get('crm.lead')
+ data = self.browse(cr, uid, ids, context=context)[0]
+ self._convert_opportunity(cr, uid, ids, context=context)
+ self._merge_opportunity(cr, uid, ids, data.opportunity_ids, data.action, context=context)
- return leads.redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
+ return lead.redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
crm_lead2opportunity_partner()
data = self.browse(cr, uid, ids, context=context)[0]
salesteam_id = data.section_id and data.section_id.id or False
- salesmans = []
+ salesman = []
if data.user_ids:
- salesmans = [x.id for x in data.user_ids]
- lead.allocate_salesman(cr, uid, active_ids, salesman, salesteam_id, context=context)
+ salesman = [x.id for x in data.user_ids]
+
value = self.default_get(cr, uid, ['partner_id', 'opportunity_ids'], context=context)
value['opportunity_ids'] = [(6, 0, value['opportunity_ids'])]
self.write(cr, uid, ids, value, context=context)
+ context.update({'user_ids': salesman, 'section_id': salesteam_id})
return self.action_apply(cr, uid, ids, context=context)
crm_lead2opportunity_mass_convert()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
from osv import osv, fields
from tools.translate import _
-import re
class crm_lead2partner(osv.osv_memory):
""" Converts lead to partner """
"""
This function checks for precondition before wizard executes
"""
- lead_obj = self.pool.get('crm.lead')
+ if context is None:
+ context = {}
+ model = context.get('active_model')
+ model = self.pool.get(model)
rec_ids = context and context.get('active_ids', [])
- for lead in lead_obj.browse(cr, uid, rec_ids, context=context):
- if lead.partner_id:
+ for this in model.browse(cr, uid, rec_ids, context=context):
+ if this.partner_id:
raise osv.except_osv(_('Warning !'),
- _('A partner is already defined on this lead.'))
+ _('A partner is already defined.'))
+
+ def _select_partner(self, cr, uid, context=None):
+ if context is None:
+ context = {}
+ lead = self.pool.get('crm.lead')
+ partner = self.pool.get('res.partner')
+ lead_ids = list(context and context.get('active_ids', []) or [])
+ if not len(lead_ids):
+ return False
+ this = lead.browse(cr, uid, lead_ids[0], context=context)
+ # Find partner address matches the email_from of the lead
+ res = lead.message_partner_by_email(cr, uid, this.email_from, context=context)
+ partner_id = res.get('partner_id', False)
+ # Find partner name that matches the name of the lead
+ if not partner_id and this.partner_name:
+ partner_ids = partner.search(cr, uid, [('name', '=', this.partner_name)], context=context)
+ if partner_ids and len(partner_ids):
+ partner_id = partner_ids[0]
+ return partner_id
def default_get(self, cr, uid, fields, context=None):
"""
This function gets default values
"""
- lead_obj = self.pool.get('crm.lead')
- partner_obj = self.pool.get('res.partner')
- partner_id = False
-
- data = list(context and context.get('active_ids', []) or [])
- res = super(crm_lead2partner, self).default_get(cr, uid, fields, context=context)
- for lead in lead_obj.browse(cr, uid, data, context=context):
- partner_ids = []
- # Find partner address matches the email_from of the lead
- email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from or '')
- email = map(lambda x: "'" + x + "'", email)
- if email:
- cr.execute("""select id from res_partner_address
- where
- substring(email from '([^ ,<@]+@[^> ,]+)') in (%s)""" % (','.join(email)))
- address_ids = map(lambda x: x[0], cr.fetchall())
- if address_ids:
- partner_ids = partner_obj.search(cr, uid, [('address', 'in', address_ids)], context=context)
-
- # Find partner name that matches the name of the lead
- if not partner_ids and lead.partner_name:
- partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name)], context=context)
-
- partner_id = partner_ids and partner_ids[0] or False
-
- if 'partner_id' in fields:
- res.update({'partner_id': partner_id})
- if 'action' in fields:
- res.update({'action': partner_id and 'exist' or 'create'})
- if 'opportunity_ids' in fields:
- res.update({'opportunity_ids': data})
+ res = super(crm_lead2partner, self).default_get(cr, uid, fields, context=context)
+ partner_id = self._select_partner(cr, uid, context=context)
+ 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
def open_create_partner(self, cr, uid, ids, context=None):
This function Opens form of create partner.
"""
view_obj = self.pool.get('ir.ui.view')
- view_id = view_obj.search(cr, uid, [('model', '=', 'crm.lead2partner'), \
- ('name', '=', 'crm.lead2partner.view')])
+ view_id = view_obj.search(cr, uid, [('model', '=', self._name), \
+ ('name', '=', self._name+'.view')])
return {
'view_mode': 'form',
'view_type': 'form',
'view_id': view_id or False,
- 'res_model': 'crm.lead2partner',
+ 'res_model': self._name,
'context': context,
'type': 'ir.actions.act_window',
'target': 'new',
- }
+ }
def _create_partner(self, cr, uid, ids, context=None):
"""
This function Makes partner based on action.
"""
partner_ids = self._create_partner(cr, uid, ids, context=context)
- return {'type': 'ir.actions.act_window_close'}
+ return self.pool.get('res.partner').redirect_partner_form(cr, uid, partner_ids[0], context=context)
crm_lead2partner()
class crm_opportunity2phonecall(osv.osv_memory):
"""Converts Opportunity to Phonecall"""
-
+ _inherit = 'crm.phonecall2phonecall'
_name = 'crm.opportunity2phonecall'
_description = 'Opportunity to Phonecall'
- _columns = {
- 'name' : fields.char('Call summary', size=64, required=True, select=1),
- 'user_id' : fields.many2one('res.users', "Assign To"),
- 'partner_id' : fields.many2one('res.partner', "Partner"),
- 'date': fields.datetime('Date'),
- 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
- 'categ_id': fields.many2one('crm.case.categ', 'Category', \
- domain="['|',('section_id','=',False),('section_id','=',section_id),\
- ('object_id.model', '=', 'crm.phonecall')]"),
- 'action': fields.selection([('schedule','Schedule a call'), ('log','Log a call')], 'Action', required=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 : default values of fields.
- """
opp_obj = self.pool.get('crm.lead')
categ_id = False
data_obj = self.pool.get('ir.model.data')
res.update({'partner_id': opp.partner_id and opp.partner_id.id or False})
return res
- def action_cancel(self, cr, uid, ids, context=None):
- """
- Closes Opportunity to Phonecall form
- @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 Opportunity to Phonecall's IDs
- @param context: A standard dictionary for contextual values
- """
- return {'type': 'ir.actions.act_window_close'}
-
- def action_apply(self, cr, uid, ids, context=None):
- """
- This converts Opportunity to Phonecall and opens Phonecall view
- @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 Opportunity to Phonecall IDs
- @param context: A standard dictionary for contextual values
-
- @return : Dictionary value for created Opportunity form
- """
+ def action_schedule(self, cr, uid, ids, context=None):
value = {}
- record_ids = context and context.get('active_ids', []) or []
-
- phonecall_obj = self.pool.get('crm.phonecall')
- opp_obj = self.pool.get('crm.lead')
- mod_obj = self.pool.get('ir.model.data')
- result = mod_obj._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
- res = mod_obj.read(cr, uid, result, ['res_id'])
-
- data_obj = self.pool.get('ir.model.data')
-
- # Select the view
- id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_tree_view')
- id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_form_view')
- if id2:
- id2 = data_obj.browse(cr, uid, id2, context=context).res_id
- if id3:
- id3 = data_obj.browse(cr, uid, id3, context=context).res_id
-
- for this in self.browse(cr, uid, ids, context=context):
- for opp in opp_obj.browse(cr, uid, record_ids, context=context):
- vals = {
- 'name' : opp.name,
- 'case_id' : opp.id,
- 'user_id' : this.user_id and this.user_id.id or False,
- 'categ_id' : this.categ_id.id,
- 'description' : opp.description or False,
- 'date' : this.date,
- 'section_id' : this.section_id.id or False,
- 'partner_id': opp.partner_id and opp.partner_id.id or False,
- 'partner_address_id': opp.partner_address_id and opp.partner_address_id.id or False,
- 'partner_phone' : opp.phone or (opp.partner_address_id and opp.partner_address_id.phone or False),
- 'partner_mobile' : opp.partner_address_id and opp.partner_address_id.mobile or False,
- 'priority': opp.priority,
- 'opportunity_id': opp.id,
- 'date_open': time.strftime('%Y-%m-%d %H:%M:%S')
- }
-
- new_case = phonecall_obj.create(cr, uid, vals, context=context)
-
- if this.action == 'log':
- phonecall_obj.case_close(cr, uid, [new_case])
-
- value = {
- 'name': _('Phone Call'),
- 'domain': "[('user_id','=',%s),('opportunity_id','=',%s)]" % (uid,opp.id),
- 'view_type': 'form',
- 'view_mode': 'tree,form',
- 'res_model': 'crm.phonecall',
- 'res_id' : new_case,
- 'views': [(id3, 'form'), (id2, 'tree'), (False, 'calendar')],
- 'type': 'ir.actions.act_window',
- 'search_view_id': res['res_id'],
- }
- return value
+ if context is None:
+ context = {}
+ phonecall = self.pool.get('crm.phonecall')
+ opportunity_ids = context and context.get('active_ids') or []
+ opportunity = self.pool.get('crm.lead')
+ data = self.browse(cr, uid, ids, context=context)[0]
+ call_ids = opportunity.schedule_phonecall(cr, uid, opportunity_ids, data.date, data.name, \
+ data.user_id and data.user_id.id or False, \
+ data.section_id and data.section_id.id or False, \
+ data.categ_id and data.categ_id.id or False, \
+ action=data.action, context=context)
+ return phonecall.redirect_phonecall_view(cr, uid, call_ids[opportunity_ids[0]], context=context)
crm_opportunity2phonecall()
<separator string="" colspan="4"/>
<group colspan="4" col="3">
<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
- <button name="action_apply" type="object" string="Log call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'log')]}" />
- <button name="action_apply" type="object" string="Schedule call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'schedule')]}" />
+ <button name="action_schedule" type="object" string="Log call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'log')]}" />
+ <button name="action_schedule" type="object" string="Schedule call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'schedule')]}" />
</group>
</form>
</field>
partner_ids = context and context.get('active_ids', []) or []
partner = self.pool.get('res.partner')
lead = self.pool.get('crm.lead')
- for data in self.browse(cr, uid, ids, context=context):
- opportunity_ids = partner.make_opportunity(cr, uid, partner_ids,
- data.name,
- data.planned_revenue,
- data.probability,
- })
- opportunity_id = len(opportunity_ids) and opportunity_ids[0] or False
- return lead.redirect_opportunity_view(cr, uid, opportunity_id, context=context)
+ data = self.browse(cr, uid, ids, context=context)[0]
+ opportunity_ids = partner.make_opportunity(cr, uid, partner_ids,
+ data.name,
+ data.planned_revenue,
+ data.probability,
+ )
+ opportunity_id = opportunity_ids[partner_ids[0]]
+ return lead.redirect_opportunity_view(cr, uid, opportunity_id, context=context)
crm_partner2opportunity()
""" Converts Phonecall to Opportunity"""
_name = 'crm.phonecall2opportunity'
+ _inherit = 'crm.partner2opportunity'
_description = 'Phonecall To Opportunity'
- def action_cancel(self, cr, uid, ids, context=None):
- """
- Closes Phonecall to Opportunity form
- """
-
- return {'type':'ir.actions.act_window_close'}
-
-
- def action_apply(self, cr, uid, ids, context=None):
+ def make_opportunity(self, cr, uid, ids, context=None):
"""
This converts Phonecall to Opportunity and opens Phonecall view
"""
- record_id = context and context.get('active_id', False) or False
- if record_id:
- opp_obj = self.pool.get('crm.lead')
- phonecall_obj = self.pool.get('crm.phonecall')
- case = phonecall_obj.browse(cr, uid, record_id, context=context)
- data_obj = self.pool.get('ir.model.data')
- result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter')
- res = data_obj.read(cr, uid, result, ['res_id'])
- id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_oppor')
- id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_oppor')
- if id2:
- id2 = data_obj.browse(cr, uid, id2, context=context).res_id
- if id3:
- id3 = data_obj.browse(cr, uid, id3, context=context).res_id
-
- for this in self.browse(cr, uid, ids, context=context):
- address = None
- if this.partner_id:
- address_id = self.pool.get('res.partner').address_get(cr, uid, [this.partner_id.id])
- if address_id['default']:
- address = self.pool.get('res.partner.address').browse(cr, uid, address_id['default'], context=context)
- new_opportunity_id = opp_obj.create(cr, uid, {
- 'name': this.name,
- 'planned_revenue': this.planned_revenue,
- 'probability': this.probability,
- 'partner_id': this.partner_id and this.partner_id.id or False,
- 'partner_address_id': address and address.id,
- 'phone': address and address.phone,
- 'mobile': address and address.mobile,
- 'section_id': case.section_id and case.section_id.id or False,
- 'description': case.description or False,
- 'phonecall_id': case.id,
- 'priority': case.priority,
- 'type': 'opportunity',
- 'phone': case.partner_phone or False,
- })
- vals = {
- 'partner_id': this.partner_id.id,
- 'opportunity_id' : new_opportunity_id,
- }
- phonecall_obj.write(cr, uid, [case.id], vals)
- phonecall_obj.case_close(cr, uid, [case.id])
- opp_obj.case_open(cr, uid, [new_opportunity_id])
-
- value = {
- 'name': _('Opportunity'),
- 'view_type': 'form',
- 'view_mode': 'form,tree',
- 'res_model': 'crm.lead',
- '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'),
- }
+ if not len(ids):
+ return False
+ call_ids = context and context.get('active_ids', False) or False
+ this = self.browse(cr, uid, ids[0], context=context)
+ if not call_ids:
+ return {}
+ opportunity = self.pool.get('crm.lead')
+ phonecall = self.pool.get('crm.phonecall')
+ opportunity_ids = phonecall.convert_opportunity(cr, uid, call_ids, this.name, this.partner_id and this.partner_id.id or False, \
+ this.planned_revenue, this.probability, context=context)
+ return opportunity.redirect_opportunity_view(cr, uid, opportunity_ids[call_ids[0]], context=context)
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.
"""
record_id = context and context.get('active_id', False) or False
res = super(crm_phonecall2opportunity, self).default_get(cr, uid, fields, context=context)
""" Converts phonecall to partner """
_name = 'crm.phonecall2partner'
+ _inherit = 'crm.lead2partner'
_description = 'Phonecall to Partner'
-
- _columns = {
- 'action': fields.selection([('exist', 'Link to an existing partner'), \
- ('create', 'Create a new partner')], \
- 'Action', required=True),
- 'partner_id': fields.many2one('res.partner', 'Partner')
- }
-
- def view_init(self, cr, uid, fields, context=None):
- """
- 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
-
- """
- phonecall_obj = self.pool.get('crm.phonecall')
- rec_ids = context and context.get('active_ids', [])
- for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context):
- if phonecall.partner_id:
- raise osv.except_osv(_('Warning !'),
- _('A partner is already defined on this phonecall.'))
-
+
def _select_partner(self, cr, uid, context=None):
"""
This function Searches for Partner from selected phonecall.
- @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 phonecall.
"""
if context is None:
context = {}
for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context):
partner_ids = partner_obj.search(cr, uid, [('name', '=', phonecall.name or phonecall.name)])
if not partner_ids and phonecall.email_from:
- address_ids = contact_obj.search(cr, uid, [('email', '=', phonecall.email_from)])
+ address_ids = contact_obj.search(cr, uid, ['|', ('phone', '=', phonecall.partner_phone), ('mobile','=',phonecall.partner_mobile)])
if address_ids:
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
- _defaults = {
- 'action': lambda *a:'exist',
- 'partner_id': _select_partner
- }
-
- def open_create_partner(self, cr, uid, ids, context=None):
- """
- This function Opens form of create partner.
- @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 Partner's IDs
- @param context: A standard dictionary for contextual values
-
- @return : Dictionary value for next form.
- """
-
- view_obj = self.pool.get('ir.ui.view')
- view_id = view_obj.search(cr, uid, [('model', '=', 'crm.phonecall2partner'), \
- ('name', '=', 'crm.phonecall2partner.view')])
- return {
- 'view_mode': 'form',
- 'view_type': 'form',
- 'view_id': view_id or False,
- 'res_model': 'crm.phonecall2partner',
- 'context': context,
- 'type': 'ir.actions.act_window',
- 'target': 'new',
- }
-
def _create_partner(self, cr, uid, ids, context=None):
"""
This function Creates 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 Phonecall to Partner's IDs
- @param context: A standard dictionary for contextual values
-
- @return : Dictionary {}.
"""
if context is None:
context = {}
-
- phonecall_obj = self.pool.get('crm.phonecall')
- partner_obj = self.pool.get('res.partner')
- contact_obj = self.pool.get('res.partner.address')
- partner_ids = []
- contact_id = False
-
- rec_ids = context and context.get('active_ids', [])
-
+ phonecall = self.pool.get('crm.phonecall')
+ call_ids = context and context.get('active_ids') or []
for data in self.browse(cr, uid, ids, context=context):
- for phonecall in phonecall_obj.browse(cr, uid, rec_ids, context=context):
- if data.action == 'create':
- partner_id = partner_obj.create(cr, uid, {
- 'name': phonecall.name or phonecall.name,
- 'user_id': phonecall.user_id.id,
- 'comment': phonecall.description,
- })
- contact_id = contact_obj.create(cr, uid, {
- 'partner_id': partner_id,
- 'name': phonecall.name,
- 'phone': phonecall.partner_phone,
- })
-
- else:
- if data.partner_id:
- partner_id = data.partner_id.id
- contact_id = partner_obj.address_get(cr, uid, [partner_id])['default']
-
- partner_ids.append(partner_id)
-
- vals = {}
- if partner_id:
- vals.update({'partner_id': partner_id})
- if contact_id:
- vals.update({'partner_address_id': contact_id})
- phonecall_obj.write(cr, uid, [phonecall.id], vals)
+ partner_id = data.partner_id and data.partner_id.id or False
+ partner_ids += phonecall.convert_partner(cr, uid, call_ids, data.action, partner_id, context=context)
return partner_ids
- 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 Phonecall to Partner's IDs
- @param context: A standard dictionary for contextual values
-
- @return : Dictionary value for created Partner form.
- """
-
- partner_ids = self._create_partner(cr, uid, ids, context=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 = {
- 'domain': "[]",
- 'view_type': 'form',
- 'view_mode': 'form,tree',
- 'res_model': 'res.partner',
- 'res_id': partner_ids and int(partner_ids[0]) or False,
- 'view_id': False,
- 'context': context,
- 'type': 'ir.actions.act_window',
- 'search_view_id': res['res_id']
- }
- return value
-
crm_phonecall2partner()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
import time
class crm_phonecall2phonecall(osv.osv_memory):
- """ Converts Phonecall to Phonecall"""
-
_name = 'crm.phonecall2phonecall'
_description = 'Phonecall To Phonecall'
+ _columns = {
+ 'name' : fields.char('Call summary', size=64, required=True, select=1),
+ 'user_id' : fields.many2one('res.users',"Assign To"),
+ 'categ_id': fields.many2one('crm.case.categ', 'Category', \
+ domain="['|',('section_id','=',False),('section_id','=',section_id),\
+ ('object_id.model', '=', 'crm.phonecall')]"),
+ 'date': fields.datetime('Date'),
+ 'section_id':fields.many2one('crm.case.section','Sales Team'),
+ 'action': fields.selection([('schedule','Schedule a call'), ('log','Log a call')], 'Action', required=True),
+ 'partner_id' : fields.many2one('res.partner', "Partner"),
+ }
+
+
def action_cancel(self, cr, uid, ids, context=None):
"""
Closes Phonecall to Phonecall form
- @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 Phonecall's IDs
- @param context: A standard dictionary for contextual values
"""
return {'type':'ir.actions.act_window_close'}
- def action_apply(self, cr, uid, ids, context=None):
- """
- This converts Phonecall to Phonecall and opens Phonecall view
- @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 Phonecall IDs
- @param context: A standard dictionary for contextual values
-
- @return : Dictionary value for created Opportunity form
- """
- res = {}
- record_id = context and context.get('active_id', False) or False
- phonecall_obj = self.pool.get('crm.phonecall')
-
- if record_id:
- data_obj = self.pool.get('ir.model.data')
-
- # Get Phonecall views
- result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
- res = data_obj.read(cr, uid, result, ['res_id'])
- id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_form_view')
- id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_phone_tree_view')
- if id2:
- id2 = data_obj.browse(cr, uid, id2, context=context).res_id
- if id3:
- id3 = data_obj.browse(cr, uid, id3, context=context).res_id
-
- phonecall = phonecall_obj.browse(cr, uid, record_id, context=context)
-
- for this in self.browse(cr, uid, ids, context=context):
- values = {
- 'name': this.name,
- 'user_id': this.user_id and this.user_id.id,
- 'categ_id': this.categ_id.id,
- 'section_id': this.section_id.id or (phonecall.section_id and phonecall.section_id.id),
- 'description': phonecall.description or '',
- 'partner_id': phonecall.partner_id.id,
- 'partner_address_id': phonecall.partner_address_id.id,
- 'partner_mobile': phonecall.partner_mobile or False,
- 'priority': phonecall.priority,
- 'partner_phone': phonecall.partner_phone or False,
- 'date': this.date
- }
- phonecall_id = phonecall_obj.create(cr, uid, values, context=context)
- if this.action == 'schedule':
- phonecall_obj.case_open(cr, uid, [phonecall_id])
- elif this.action == 'log':
- phonecall_obj.case_close(cr, uid, [phonecall_id])
-
- res = {
- 'name': _('Phone Call'),
- 'view_type': 'form',
- 'view_mode': 'form',
- 'res_model': 'crm.phonecall',
- 'view_id': False,
- 'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
- 'type': 'ir.actions.act_window',
- 'res_id': phonecall_id,
- 'domain': [('id', '=', phonecall_id)],
- 'search_view_id': res['res_id']
- }
- return res
-
- _columns = {
- 'name' : fields.char('Call summary', size=64, required=True, select=1),
- 'user_id' : fields.many2one('res.users',"Assign To"),
- 'categ_id': fields.many2one('crm.case.categ', 'Category', \
- domain="['|',('section_id','=',False),('section_id','=',section_id),\
- ('object_id.model', '=', 'crm.phonecall')]"),
- 'date': fields.datetime('Date'),
- 'section_id':fields.many2one('crm.case.section','Sales Team'),
- 'action': fields.selection([('schedule','Schedule a call'), ('log','Log a call')], 'Action', required=True),
- 'partner_id' : fields.many2one('res.partner', "Partner"),
- }
-
+ def action_schedule(self, cr, uid, ids, context=None):
+ value = {}
+ if context is None:
+ context = {}
+ phonecall = self.pool.get('crm.phonecall')
+ phonecall_ids = context and context.get('active_ids') or []
+ for this in self.browse(cr, uid, ids, context=context):
+ phocall_ids = phonecall.schedule_another_phonecall(cr, uid, phonecall_ids, this.date, this.name, \
+ this.user_id and this.user_id.id or False, \
+ this.section_id and this.section_id.id or False, \
+ this.categ_id and this.categ_id or False, \
+ action=this.action, context=context)
+
+ return phonecall.redirect_phonecall_view(cr, uid, phocall_ids[phonecall_ids[0]], context=context)
+
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.
+
"""
res = super(crm_phonecall2phonecall, self).default_get(cr, uid, fields, context=context)
record_id = context and context.get('active_id', False) or False
<separator string=" " colspan="4"/>
<group colspan="4" col="3" >
<button name="action_cancel" string="_Cancel" icon="gtk-cancel" special="cancel" />
- <button name="action_apply" type="object" string="Log call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'log')]}" />
- <button name="action_apply" type="object" string="Schedule call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'schedule')]}" />
+ <button name="action_schedule" type="object" string="Log call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'log')]}" />
+ <button name="action_schedule" type="object" string="Schedule call" icon="gtk-ok" attrs="{'invisible' : [('action', '!=', 'schedule')]}" />
</group>
</form>
</field>
projects / odoo / odoo.git / commitdiff