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authorrpa (Open ERP) <rpa@tinyerp.com>2010-03-17 18:57:04 +0530
committerrpa (Open ERP) <rpa@tinyerp.com>2010-03-17 18:57:04 +0530
commit4470f8aad1b70ac7d1d2eea49dcef4dbcc17bcf2 (patch)
tree9379b83db253e7759c896d10767ace504326f8fc /addons/crm/wizard
parentbd9e9ef507d254fd1c8682d6312b4e543c6bddff (diff)
[IMP]: crm: Improvement in phonecall to partner wizard + Added proper docstring
bzr revid: rpa@tinyerp.com-20100317132704-4fzstp888prq7b3k
Diffstat (limited to 'addons/crm/wizard')
-rw-r--r--addons/crm/wizard/__init__.py2
-rw-r--r--addons/crm/wizard/crm_lead_to_partner_view.xml2
-rw-r--r--addons/crm/wizard/crm_phonecall_to_partner.py191
-rw-r--r--addons/crm/wizard/crm_phonecall_to_partner_view.xml53
-rw-r--r--addons/crm/wizard/phonecall2partner.py134
-rw-r--r--addons/crm/wizard/phonecall2partner_view.xml67
6 files changed, 247 insertions, 202 deletions
diff --git a/addons/crm/wizard/__init__.py b/addons/crm/wizard/__init__.py
index 2e9ab90561b..2d0a7eaf651 100644
--- a/addons/crm/wizard/__init__.py
+++ b/addons/crm/wizard/__init__.py
@@ -32,7 +32,7 @@ import crm_opportunity_to_meeting
import crm_opportunity_to_phonecall
import crm_phonecall2phonecall
-import phonecall2partner
+import crm_phonecall_to_partner
import phonecall2meeting
import crm_phonecall_to_opportunity
diff --git a/addons/crm/wizard/crm_lead_to_partner_view.xml b/addons/crm/wizard/crm_lead_to_partner_view.xml
index 78898dd25da..e4729b78cad 100644
--- a/addons/crm/wizard/crm_lead_to_partner_view.xml
+++ b/addons/crm/wizard/crm_lead_to_partner_view.xml
@@ -11,6 +11,7 @@
<form string="Create a Partner?">
<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
<label string="You may have to verify that this partner does not exist already." colspan="4"/>
+ <separator string="" colspan="4" />
<group col="4" colspan="4">
<button special="cancel" string="_Cancel" icon="gtk-cancel"/>
<button name="open_create_partner" string="Create _Partner" type="object" icon="gtk-ok"/>
@@ -31,6 +32,7 @@
<group attrs="{'invisible':[('action','!=','exist')]}">
<field name="partner_id" attrs="{'required': [('action', '=', 'exist')]}"/>
</group>
+ <separator string="" colspan="4" />
<group col="4" colspan="4">
<button special="cancel" string="Cancel" icon="gtk-cancel"/>
<button name="make_partner" string="Continue" type="object" icon="gtk-ok"/>
diff --git a/addons/crm/wizard/crm_phonecall_to_partner.py b/addons/crm/wizard/crm_phonecall_to_partner.py
new file mode 100644
index 00000000000..ef563c02be0
--- /dev/null
+++ b/addons/crm/wizard/crm_phonecall_to_partner.py
@@ -0,0 +1,191 @@
+# -*- 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_phonecall2partner(osv.osv_memory):
+ """ Converts phonecall to partner """
+
+ _name = 'crm.phonecall2partner'
+ _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 _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 not context:
+ context = {}
+
+ phonecall_obj = self.pool.get('crm.phonecall')
+ partner_obj = self.pool.get('res.partner')
+ contact_obj = self.pool.get('res.partner.address')
+ rec_ids = context and context.get('active_ids', [])
+ value = {}
+
+ 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.'))
+
+ 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)])
+ 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.
+ """
+ if not context:
+ context = {}
+
+ 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 not context:
+ 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', [])
+
+ for data in self.browse(cr, uid, ids):
+ for phonecall in phonecall_obj.browse(cr, uid, rec_ids):
+ 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)
+ 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.
+ """
+ if not context:
+ context = {}
+
+ partner_ids = self._create_partner(cr, uid, ids, context)
+ mod_obj = self.pool.get('ir.model.data')
+ result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
+ res = mod_obj.read(cr, uid, result, ['res_id'])
+
+ value = {
+ '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:
diff --git a/addons/crm/wizard/crm_phonecall_to_partner_view.xml b/addons/crm/wizard/crm_phonecall_to_partner_view.xml
new file mode 100644
index 00000000000..524384328f3
--- /dev/null
+++ b/addons/crm/wizard/crm_phonecall_to_partner_view.xml
@@ -0,0 +1,53 @@
+<openerp>
+ <data>
+
+ <!-- Phonecall to partner confirmation form -->
+
+ <record id="view_crm_phonecall2partner_create" model="ir.ui.view">
+ <field name="name">crm.phonecall2partner.view.create</field>
+ <field name="model">crm.phonecall2partner</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Create a Partner">
+ <label string="Are you sure you want to create a partner based on this Phonecall ?" colspan="4"/>
+ <label string="You may have to verify that this partner does not exist already." colspan="4"/>
+ <separator string="" colspan="4" />
+ <group col="4" colspan="4">
+ <button special="cancel" string="Cancel" icon="gtk-cancel"/>
+ <button name="open_create_partner" string="Create Partner" type="object" icon="gtk-ok"/>
+ </group>
+ </form>
+ </field>
+ </record>
+
+ <!-- Phonecall to partner form view -->
+
+ <record id="view_crm_phonecall2partner" model="ir.ui.view">
+ <field name="name">crm.phonecall2partner.view</field>
+ <field name="model">crm.phonecall2partner</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Create a Partner">
+ <field name="action"/>
+ <group attrs="{'invisible':[('action','!=','exist')]}">
+ <field name="partner_id"/>
+ </group>
+ <separator string="" colspan="4" />
+ <group col="4" colspan="4">
+ <button special="cancel" string="Cancel" icon="gtk-cancel"/>
+ <button name="make_partner" string="Continue" type="object" icon="gtk-ok"/>
+ </group>
+ </form>
+ </field>
+ </record>
+
+ <!-- Phonecall to Partner wizard -->
+
+ <act_window id="action_crm_phonecall2partner"
+ key2="client_action_multi" name="Create a Partner"
+ res_model="crm.phonecall2partner" src_model="crm.phonecall"
+ view_id="view_crm_phonecall2partner_create"
+ view_mode="form" target="new" view_type="form" />
+
+ </data>
+</openerp>
diff --git a/addons/crm/wizard/phonecall2partner.py b/addons/crm/wizard/phonecall2partner.py
deleted file mode 100644
index 295a46f57a4..00000000000
--- a/addons/crm/wizard/phonecall2partner.py
+++ /dev/null
@@ -1,134 +0,0 @@
-# -*- 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 mx.DateTime import now
-
-from osv import osv, fields
-import netsvc
-import ir
-import pooler
-from tools.translate import _
-
-class crm_phonecall2partner(osv.osv_memory):
- _name = 'crm.phonecall2partner'
- _description = 'Phone Call 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'),
- }
- _defaults = {
- 'action': lambda *a:'exist',
- }
-
- def create_partner(self, cr, uid, ids, context):
- 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',
- 'type': 'ir.actions.act_window',
- 'target': 'new',
- }
-
- def selectPartner(self, cr, uid, ids, context):
- case_obj = self.pool.get('crm.phonecall')
- partner_obj = self.pool.get('res.partner')
- contact_obj = self.pool.get('res.partner.address')
- rec_ids = context and context.get('record_ids',False)
- value={}
- for case in case_obj.browse(cr, uid, rec_ids):
- if case.partner_id:
- raise osv.except_osv(_('Warning !'),
- _('A partner is already defined on this lead.'))
-
- partner_ids = partner_obj.search(cr, uid, [('name', '=', case.partner_contact or case.name)])
- if not partner_ids and case.email_from:
- address_ids = contact_obj.search(cr, uid, [('email', '=', case.email_from)])
- 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
- if not partner_id:
- value = self._make_partner(cr, uid, ids, context)
- return value
-
- def _create_partner(self, cr, uid, ids, context):
- case_obj = self.pool.get('crm.phonecall')
- partner_obj = self.pool.get('res.partner')
- contact_obj = self.pool.get('res.partner.address')
- datas = self.browse(cr, uid, ids)[0]
- partner_ids = []
- partner_id = False
- contact_id = False
- rec_ids = context and context.get('record_ids',False)
- for case in case_obj.browse(cr, uid, rec_ids):
- if datas.action == 'create':
- partner_id = partner_obj.create(cr, uid, {
- 'name': case.partner_contact or case.name,
- 'user_id': case.user_id.id,
- 'comment': case.description,
- })
- contact_id = contact_obj.create(cr, uid, {
- 'partner_id': partner_id,
- 'name': case.name,
- 'phone': case.partner_phone,
- 'mobile': case.partner_mobile,
- 'email': case.email_from
- })
-
- else:
- if datas.partner_id:
- partner = partner_obj.browse(cr,uid,datas.partner_id.id)
- partner_id = partner.id
- contact_id = partner.address and partner.address[0].id
-
- 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})
- case_obj.write(cr, uid, [case.id], vals)
- return partner_ids
-
- def _make_partner(self, cr, uid, ids, context):
- partner_ids = self._create_partner(cr, uid, ids, context)
- mod_obj = self.pool.get('ir.model.data')
- result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
- res = mod_obj.read(cr, uid, result, ['res_id'])
- value = {
- '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,
- 'type': 'ir.actions.act_window',
- 'search_view_id': res['res_id']
- }
- return value
-
-crm_phonecall2partner()
-
diff --git a/addons/crm/wizard/phonecall2partner_view.xml b/addons/crm/wizard/phonecall2partner_view.xml
deleted file mode 100644
index cad1e421406..00000000000
--- a/addons/crm/wizard/phonecall2partner_view.xml
+++ /dev/null
@@ -1,67 +0,0 @@
-<openerp>
- <data>
- <record id="view_crm_phonecall2partner_create" model="ir.ui.view">
- <field name="name">crm.phonecall2partner.view.create</field>
- <field name="model">crm.phonecall2partner</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Create a Partner">
- <label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
- <label string="You may have to verify that this partner does not exist already." colspan="4"/>
- <group col="4" colspan="4">
- <button special="cancel" string="Cancel" icon="gtk-cancel"/>
- <button name="create_partner" string="Create Partner" type="object" icon="gtk-ok"/>
- </group>
- </form>
- </field>
- </record>
- <record id="action_crm_phonecall2partner_create" model="ir.actions.act_window">
- <field name="name">Create a Partner</field>
- <field name="type">ir.actions.act_window</field>
- <field name="res_model">crm.phonecall2partner</field>
- <field name="view_id" ref="view_crm_lead2partner_create"/>
- <field name="view_type">form</field>
- <field name="view_mode">form</field>
- <field name="target">new</field>
- <field name="context">{'record_ids' : active_ids}</field>
- </record>
-
- <record model="ir.values" id="values_crm_phonecall2partner_create">
- <field name="model_id" ref="crm.model_crm_lead" />
- <field name="object" eval="1" />
- <field name="name">Create Partner</field>
- <field name="key2">client_action_multi</field>
- <field name="value" eval="'ir.actions.act_window,' + str(ref('action_crm_phonecall2partner_create'))" />
- <field name="key">action</field>
- <field name="model">crm.phonecall</field>
- </record>
-
- <record id="view_crm_phonecall2partner" model="ir.ui.view">
- <field name="name">crm.phonecall2partner.view</field>
- <field name="model">crm.phonecall2partner</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Create a Partner">
- <field name="action"/>
- <group attrs="{'invisible':[('action','!=','exist')]}">
- <field name="partner_id"/>
- </group>
- <group col="4" colspan="4">
- <button special="cancel" string="Cancel" icon="gtk-cancel"/>
- <button name="selectPartner" string="Continue" type="object" icon="gtk-ok"/>
- </group>
- </form>
- </field>
- </record>
- <record id="action_crm_phonecall2partner" model="ir.actions.act_window">
- <field name="name">Create a Partner</field>
- <field name="type">ir.actions.act_window</field>
- <field name="res_model">crm.phonecall2partner</field>
- <field name="view_id" ref="view_crm_phonecall2partner"/>
- <field name="view_type">form</field>
- <field name="view_mode">form</field>
- <field name="target">new</field>
- <field name="context">{'record_ids' : active_ids}</field>
- </record>
- </data>
-</openerp>