-
I fill in a lead2partner wizard.
-
- !record {model: crm.generate.partner, id: crm_generate_partner_id1, context: '{"active_model": "crm.lead", "active_ids": [ref("crm_case_4")]}'}:
+ !record {model: crm.partner.binding, id: crm_partner_binding_id1, context: '{"active_model": "crm.lead", "active_ids": [ref("crm_case_4")]}'}:
-
I create a partner from the lead2partner wizard.
-
- !python {model: crm.generate.partner}: |
+ !python {model: crm.partner.binding}: |
context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')], 'active_id': ref('crm_case_4')})
- self.make_partner(cr, uid ,[ref("crm_generate_partner_id1")], context=context)
+ self.make_partner(cr, uid ,[ref("crm_partner_binding_id1")], context=context)
-
I convert lead into opportunity for exiting customer.
-
#
##############################################################################
-import crm_generate_partner
+import crm_partner_binding
import crm_phonecall_to_phonecall
import crm_opportunity_to_phonecall
import crm_lead_to_opportunity
+++ /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 _
-
-class crm_generate_partner(osv.osv_memory):
- """
- Handle the partner generation from any CRM item (lead, phonecall)
- either by explicitly converting the element to a partner, either by
- triggering an action that will create a partner (e.g. convert a lead into
- an opportunity).
- """
- _name = 'crm.generate.partner'
- _description = 'Generate a partner from a CRM item.'
- _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 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'):
- lead_obj = self.pool.get('crm.lead')
- lead = lead_obj.browse(cr, uid, context.get('active_id'), context=context)
- # A partner is set already
- if lead.partner_id:
- partner_id = lead.partner_id.id
- # Search through the existing partners based on the lead's email
- elif lead.email_from:
- partner_ids = partner_obj.search(cr, uid, [('email', '=', lead.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 lead.partner_name:
- partner_ids = partner_obj.search(cr, uid, [('name', 'ilike', '%'+lead.partner_name+'%')], context=context)
- if partner_ids:
- partner_id = partner_ids[0]
- elif lead.contact_name:
- partner_ids = partner_obj.search(cr, uid, [
- ('name', 'ilike', '%'+lead.contact_name+'%')], context=context)
- if partner_ids:
- partner_id = partner_ids[0]
- elif (context.get('active_model') == 'crm.phonecall') and context.get('active_id'):
- phonecall_obj = self.pool.get('crm.phonecall')
- phonecall = phonecall_obj.browse(cr, uid, context.get('active_id'), context=context)
- #do stuff
- return partner_id
-
- def default_get(self, cr, uid, fields, context=None):
- res = super(crm_generate_partner, self).default_get(cr, uid, fields, context=context)
- partner_id = self._find_matching_partner(cr, uid, context=context)
-
- if 'action' in fields:
- res.update({'action': partner_id and 'exist' or 'create'})
- if 'partner_id' in fields:
- res.update({'partner_id': partner_id})
-
- return res
-
- def _create_partner(self, cr, uid, ids, context=None):
- """
- Create partner based on action.
- """
- 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.convert_partner(cr, uid, lead_ids, data.action, partner_id, context=context)
-
- def make_partner(self, cr, uid, ids, context=None):
- """
- Make a partner based on action.
- Only called from form view, so only meant to convert one lead at a time.
- """
- if context is None:
- context = {}
- lead_id = context.get('active_id', False)
- partner_ids_map = self._create_partner(cr, uid, ids, context=context)
- return self.pool.get('res.partner').redirect_partner_form(cr, uid, partner_ids_map.get(lead_id, False), context=context)
-
-# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
class crm_lead2opportunity_partner(osv.osv_memory):
_name = 'crm.lead2opportunity.partner'
_description = 'Lead To Opportunity Partner'
- _inherit = 'crm.generate.partner'
+ _inherit = 'crm.partner.binding'
_columns = {
'name': fields.selection([
--- /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 _
+
+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 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'):
+ lead_obj = self.pool.get('crm.lead')
+ lead = lead_obj.browse(cr, uid, context.get('active_id'), context=context)
+ # A partner is set already
+ if lead.partner_id:
+ partner_id = lead.partner_id.id
+ # Search through the existing partners based on the lead's email
+ elif lead.email_from:
+ partner_ids = partner_obj.search(cr, uid, [('email', '=', lead.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 lead.partner_name:
+ partner_ids = partner_obj.search(cr, uid, [('name', 'ilike', '%'+lead.partner_name+'%')], context=context)
+ if partner_ids:
+ partner_id = partner_ids[0]
+ elif lead.contact_name:
+ partner_ids = partner_obj.search(cr, uid, [
+ ('name', 'ilike', '%'+lead.contact_name+'%')], context=context)
+ if partner_ids:
+ partner_id = partner_ids[0]
+ elif (context.get('active_model') == 'crm.phonecall') and context.get('active_id'):
+ phonecall_obj = self.pool.get('crm.phonecall')
+ phonecall = phonecall_obj.browse(cr, uid, context.get('active_id'), context=context)
+ #do stuff
+ 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.update({'action': partner_id and 'exist' or 'create'})
+ if 'partner_id' in fields:
+ res.update({'partner_id': partner_id})
+
+ return res
+
+ def _create_partner(self, cr, uid, ids, context=None):
+ """
+ Create partner based on action.
+ """
+ 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.convert_partner(cr, uid, lead_ids, data.action, partner_id, context=context)
+
+ def make_partner(self, cr, uid, ids, context=None):
+ """
+ Make a partner based on action.
+ Only called from form view, so only meant to convert one lead at a time.
+ """
+ if context is None:
+ context = {}
+ lead_id = context.get('active_id', False)
+ partner_ids_map = self._create_partner(cr, uid, ids, context=context)
+ return self.pool.get('res.partner').redirect_partner_form(cr, uid, partner_ids_map.get(lead_id, False), context=context)
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
projects / odoo / odoo.git / commitdiff