# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
-from osv import osv, fields
-from tools.translate import _
+from openerp.osv import fields, osv
+from openerp.tools.translate import _
class crm_merge_opportunity(osv.osv_memory):
- """Merge two Opportunities"""
+ """
+ Merge opportunities together.
+ If we're talking about opportunities, it's just because it makes more sense
+ to merge opps than leads, because the leads are more ephemeral objects.
+ But since opportunities are leads, it's also possible to merge leads
+ together (resulting in a new lead), or leads and opps together (resulting
+ in a new opp).
+ """
_name = 'crm.merge.opportunity'
- _description = 'Merge two Opportunities'
+ _description = 'Merge opportunities'
+ _columns = {
+ 'opportunity_ids': fields.many2many('crm.lead', rel='merge_opportunity_rel', id1='merge_id', id2='opportunity_id', string='Leads/Opportunities'),
+ }
def action_merge(self, cr, uid, ids, context=None):
if context is None:
--- /dev/null
+ # -*- coding: utf-8 -*-
+ ##############################################################################
+ #
+ # OpenERP, Open Source Management Solution
+ # Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+ #
+ # This program is free software: you can redistribute it and/or modify
+ # it under the terms of the GNU Affero General Public License as
+ # published by the Free Software Foundation, either version 3 of the
+ # License, or (at your option) any later version.
+ #
+ # This program is distributed in the hope that it will be useful,
+ # but WITHOUT ANY WARRANTY; without even the implied warranty of
+ # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ # GNU Affero General Public License for more details.
+ #
+ # You should have received a copy of the GNU Affero General Public License
+ # along with this program. If not, see <http://www.gnu.org/licenses/>.
+ #
+ ##############################################################################
+
-from osv import osv, fields
-from tools.translate import _
++from openerp.osv import fields, osv
++from openerp.tools.translate import _
+
+ class crm_partner_binding(osv.osv_memory):
+ """
+ Handle the partner binding or generation in any CRM wizard that requires
+ such feature, like the lead2opportunity wizard, or the
+ phonecall2opportunity wizard. Try to find a matching partner from the
+ CRM model's information (name, email, phone number, etc) or create a new
+ one on the fly.
+ Use it like a mixin with the wizard of your choice.
+ """
+ _name = 'crm.partner.binding'
+ _description = 'Handle partner binding or generation in CRM wizards.'
+ _columns = {
+ 'action': fields.selection([
+ ('exist', 'Link to an existing customer'),
+ ('create', 'Create a new customer'),
+ ('nothing', 'Do not link to a customer')
+ ], 'Related Customer', required=True),
+ 'partner_id': fields.many2one('res.partner', 'Customer'),
+ }
+
+ def _find_matching_partner(self, cr, uid, context=None):
+ """
+ Try to find a matching partner regarding the active model data, like
+ the customer's name, email, phone number, etc.
+
+ :return int partner_id if any, False otherwise
+ """
+ if context is None:
+ context = {}
+ partner_id = False
+ partner_obj = self.pool.get('res.partner')
+
+ # The active model has to be a lead or a phonecall
+ if (context.get('active_model') == 'crm.lead') and context.get('active_id'):
+ active_model = self.pool.get('crm.lead').browse(cr, uid, context.get('active_id'), context=context)
+ elif (context.get('active_model') == 'crm.phonecall') and context.get('active_id'):
+ active_model = self.pool.get('crm.phonecall').browse(cr, uid, context.get('active_id'), context=context)
+
+ # Find the best matching partner for the active model
+ if (active_model):
+ partner_obj = self.pool.get('res.partner')
+
+ # A partner is set already
+ if active_model.partner_id:
+ partner_id = active_model.partner_id.id
+ # Search through the existing partners based on the lead's email
+ elif active_model.email_from:
+ partner_ids = partner_obj.search(cr, uid, [('email', '=', active_model.email_from)], context=context)
+ if partner_ids:
+ partner_id = partner_ids[0]
+ # Search through the existing partners based on the lead's partner or contact name
+ elif active_model.partner_name:
+ partner_ids = partner_obj.search(cr, uid, [('name', 'ilike', '%'+active_model.partner_name+'%')], context=context)
+ if partner_ids:
+ partner_id = partner_ids[0]
+ elif active_model.contact_name:
+ partner_ids = partner_obj.search(cr, uid, [
+ ('name', 'ilike', '%'+active_model.contact_name+'%')], context=context)
+ if partner_ids:
+ partner_id = partner_ids[0]
+
+ return partner_id
+
+ def default_get(self, cr, uid, fields, context=None):
+ res = super(crm_partner_binding, self).default_get(cr, uid, fields, context=context)
+ partner_id = self._find_matching_partner(cr, uid, context=context)
+
+ if 'action' in fields:
+ res['action'] = partner_id and 'exist' or 'create'
+ if 'partner_id' in fields:
+ res['partner_id'] = partner_id
+
+ return res
+
+ def _create_partner(self, cr, uid, ids, context=None):
+ """
+ Create partner based on action.
+ :return dict: dictionary organized as followed: {lead_id: partner_assigned_id}
+ """
+ #TODO this method in only called by crm_lead2opportunity_partner
+ #wizard and would probably diserve to be refactored or at least
+ #moved to a better place
+ if context is None:
+ context = {}
+ lead = self.pool.get('crm.lead')
+ lead_ids = context.get('active_ids', [])
+ data = self.browse(cr, uid, ids, context=context)[0]
+ partner_id = data.partner_id and data.partner_id.id or False
+ return lead.handle_partner_assignation(cr, uid, lead_ids, data.action, partner_id, context=context)
+
+ # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
from mako import exceptions
-from report import report_sxw
-from report_webkit import webkit_report
-from report_webkit import report_helper
+
-from osv import osv
-from osv.osv import except_osv
++from openerp import addons
++from openerp import pooler
+from openerp.report import report_sxw
- from report_webkit import webkit_report
- from report_webkit import report_helper
-from tools import mod10r
-from tools.translate import _
-from tools.config import config
+from openerp.osv import osv
+from openerp.osv.osv import except_osv
-from openerp import addons
-import pooler
+from openerp.tools import mod10r
+from openerp.tools.translate import _
+from openerp.tools.config import config
+
- from openerp import wizard
- from openerp import addons
- from openerp import pooler
-
-
++from openerp.addons.report_webkit import webkit_report
++from openerp.addons.report_webkit import report_helper
class l10n_ch_report_webkit_html(report_sxw.rml_parse):
projects / odoo / odoo.git / commitdiff