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Message #05545
[Merge] lp:~camptocamp/partner-contact-management/partner_firstname_vre_firstname_crm into lp:partner-contact-management
Vincent Renaville@camptocamp has proposed merging lp:~camptocamp/partner-contact-management/partner_firstname_vre_firstname_crm into lp:partner-contact-management.
Requested reviews:
Partner and Contact Core Editors (partner-contact-core-editors)
For more details, see:
https://code.launchpad.net/~camptocamp/partner-contact-management/partner_firstname_vre_firstname_crm/+merge/213673
This add the functionality :
- When a email is received , it will create the lead + the partner (Firstname and Lastname is discovered based on email address).
- The partner created is set as follower of the lead.
--
https://code.launchpad.net/~camptocamp/partner-contact-management/partner_firstname_vre_firstname_crm/+merge/213673
Your team Partner and Contact Core Editors is requested to review the proposed merge of lp:~camptocamp/partner-contact-management/partner_firstname_vre_firstname_crm into lp:partner-contact-management.
=== added directory 'crm_firstname'
=== added file 'crm_firstname/__init__.py'
--- crm_firstname/__init__.py 1970-01-01 00:00:00 +0000
+++ crm_firstname/__init__.py 2014-04-01 15:22:09 +0000
@@ -0,0 +1,21 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+# Copyright (c) 2013 Camptocamp SA (http://www.camptocamp.com)
+# @author Vincent Renaville
+#
+# 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 . import crm
=== added file 'crm_firstname/__openerp__.py'
--- crm_firstname/__openerp__.py 1970-01-01 00:00:00 +0000
+++ crm_firstname/__openerp__.py 2014-04-01 15:22:09 +0000
@@ -0,0 +1,37 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+# Copyright (c) 2013 Camptocamp SA (http://www.camptocamp.com)
+# @author Vincent Renaville
+#
+# 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/>.
+#
+##############################################################################
+
+{'name': 'CRM firstname lastname, and view improvement',
+ 'version': '1.0.0',
+ 'category': 'other',
+ 'description': """CRM firstname""",
+ 'author': 'Camptocamp',
+ 'website': 'http://www.camptocamp.com',
+ 'depends': ['crm','partner_firstname'],
+ 'data': [
+ 'data.xml',
+ 'crm_view.xml'
+ ],
+ 'demo_xml': [],
+ 'test': [],
+ 'installable': True,
+ 'active': False,
+ }
=== added file 'crm_firstname/crm.py'
--- crm_firstname/crm.py 1970-01-01 00:00:00 +0000
+++ crm_firstname/crm.py 2014-04-01 15:22:09 +0000
@@ -0,0 +1,190 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+# Copyright (c) 2013 Camptocamp SA (http://www.camptocamp.com)
+# @author Nicolas Bessi
+#
+# 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 openerp.osv import orm, fields
+from openerp import tools
+from openerp.tools.translate import _
+
+
+class CrmLead(orm.Model):
+
+ _inherit = "crm.lead"
+
+ def _compute_contact_name_custom(self, cursor,
+ uid, ids,
+ fname, arg, context=None):
+ res = {}
+ for rec in self.read(cursor, uid, ids, ['firstname', 'lastname']):
+ name = ("%s %s") % (rec['lastname'] if rec['lastname'] else u" ",
+ (rec['firstname'] if rec['firstname'] else u" "))
+ res[rec['id']] = name.strip()
+ return res
+
+ _columns = {
+ 'firstname': fields.char("Firstname"),
+ 'lastname': fields.char("Lastname"),
+ 'contact_name': fields.function(_compute_contact_name_custom,
+ string="Contact Name",
+ type="char", store=True,
+ select=True, readonly=True),
+ }
+
+ def _lead_create_contact_with_firstname_lastname(self, cr, uid,
+ lead, lastname, firstname,
+ is_company,
+ parent_id=False,
+ context=None):
+ partner = self.pool.get('res.partner')
+ obj_data = self.pool.get('ir.model.data')
+ ## We search category for this contact :
+ obj_data = self.pool.get('ir.model.data')
+ ##
+ category_record = False
+ category_record_ids = obj_data.search(cr, uid,
+ [('name',
+ '=',
+ 'res_partner_category_automatic_from_email'),
+ ('model', '=', 'res.partner.category')])
+ if category_record_ids:
+ category_record = obj_data.browse(cr, uid, category_record_ids)
+ vals = {
+ 'name': lastname,
+ 'firstname': firstname,
+ 'user_id': lead.user_id.id,
+ 'comment': lead.description,
+ 'section_id': lead.section_id.id or False,
+ 'parent_id': parent_id,
+ 'phone': lead.phone,
+ 'mobile': lead.mobile,
+ 'email': tools.email_split(lead.email_from) and tools.email_split(lead.email_from)[0] or False,
+ 'fax': lead.fax,
+ 'title': lead.title and lead.title.id or False,
+ 'function': lead.function,
+ 'street': lead.street,
+ 'street2': lead.street2,
+ 'zip': lead.zip,
+ 'city': lead.city,
+ 'category_id': category_record and [(6, 0, [category_record[0].res_id])] or False,
+ 'notification_email_send': 'comment',
+ 'country_id': lead.country_id and lead.country_id.id or False,
+ 'state_id': lead.state_id and lead.state_id.id or False,
+ 'is_company': is_company,
+ 'type': 'contact'
+ }
+ partner_id = partner.create(cr, uid, vals, context=context)
+ if partner_id:
+ follower_obj = self.pool.get('mail.followers')
+ val_follow = {'res_model': 'crm.lead',
+ 'res_id': lead.id,
+ 'partner_id': partner_id
+ }
+ follower_obj.create(cr, uid, val_follow, context=context)
+ return partner_id
+
+ def create(self, cr, uid, vals, context=None):
+ lead_id = super(CrmLead, self).create(cr, uid, vals, context=context)
+ if lead_id:
+ lead = self.browse(cr, uid, lead_id)
+ if not vals['partner_id']:
+ ## No partner created
+ partner_id = self._common_lead_partner(cr, uid, lead, context)
+ if partner_id:
+ self.write(cr, uid, [lead.id], {'partner_id': partner_id})
+
+ create_context = dict(context, mail_create_nolog=True)
+ return lead_id
+
+ def _common_lead_partner(self, cr, uid, lead, context=None):
+ partner_id = False
+ partner_obj = self.pool.get('res.partner')
+ if lead.partner_name and lead.contact_name:
+ partner_id = self._lead_create_contact_with_firstname_lastname(cr, uid,
+ lead, lead.partner_name,
+ False, True, context=context)
+ partner_id = self._lead_create_contact_with_firstname_lastname(cr, uid,
+ lead, lead.lastname,
+ lead.firstname, False,
+ partner_id, context=context)
+ elif lead.partner_name and not lead.contact_name:
+ partner_id = self._lead_create_contact_with_firstname_lastname(cr, uid,
+ lead, lead.partner_name,
+ False, True, context=context)
+ elif not lead.partner_name and lead.contact_name:
+ partner_id = self._lead_create_contact_with_firstname_lastname(cr, uid,
+ lead, lead.lastname,
+ lead.firstname, False, context=context)
+ elif lead.email_from and partner_obj._parse_partner_name(lead.email_from,
+ context=context)[0]:
+ contact_dict = partner_obj._parse_partner_firstname_lastname(lead.email_from,
+ context=context)
+ partner_id = self._lead_create_contact_with_firstname_lastname(cr, uid, lead,
+ contact_dict['firstname'],
+ contact_dict['lastname'],
+ False, context=context)
+ elif lead.email_from:
+ contact_dict = partner_obj._parse_partner_firstname_lastname(lead.email_from,
+ context=context)
+ partner_id = self._lead_create_contact_with_firstname_lastname(cr, uid, lead,
+ contact_dict['firstname'],
+ contact_dict['lastname'],
+ False, context=context)
+ return partner_id
+
+ def _create_lead_partner(self, cr, uid, lead, context=None):
+ partner_id = False
+ partner_id = self._common_lead_partner(cr, uid, lead, context)
+ if not partner_id:
+ raise orm.except_orm(
+ _('Warning!'),
+ _('No customer name defined. Please fill one of the following fields: Company Name, Contact Name or Email ("Name <email@address>")')
+ )
+ return partner_id
+
+
+class ResPartner(orm.Model):
+
+ _inherit = "res.partner"
+
+ def _parse_partner_firstname_lastname(self, text, context=None):
+ """ Supported syntax:
+ - 'Raoul <raoul@xxxxxxxxxxxx>': will find name and email address
+ - otherwise: default, everything is set as the name """
+ firstname_lastname = {'firstname': '',
+ 'lastname': '',
+ }
+ emails = tools.email_split(text)
+ if emails:
+ email = emails[0]
+ name = text[:text.index(email)].replace('"', '').replace('<', '').strip()
+ if name:
+ split_name = name.split(' ', 1)
+ if len(split_name) == 2:
+ firstname_lastname['firstname'] = split_name[0]
+ firstname_lastname['lastname'] = split_name[1]
+ else:
+ firstname_lastname['firstname'] = split_name[0]
+ firstname_lastname['lastname'] = ''
+ else:
+ firstname_lastname['firstname'] = email
+ firstname_lastname['lastname'] = ''
+ else:
+ firstname_lastname['firstname'] = text
+ firstname_lastname['lastname'] = ''
+ return firstname_lastname
=== added file 'crm_firstname/crm_view.xml'
--- crm_firstname/crm_view.xml 1970-01-01 00:00:00 +0000
+++ crm_firstname/crm_view.xml 2014-04-01 15:22:09 +0000
@@ -0,0 +1,20 @@
+<openerp>
+ <data>
+ <record id="crm_case_form_view_leads_firstname_lastname" model="ir.ui.view">
+ <field name="name">CRM - Leads Form Lastname Firstname</field>
+ <field name="model">crm.lead</field>
+ <field name="inherit_id" ref="crm.crm_case_form_view_leads"/>
+ <field name="arch" type="xml">
+ <xpath expr="//field[@name='title']" position="after">
+ <div>
+ <label for="firstname" string="Firstname"/>
+ <field name="firstname"/>
+ <label for="lastname" string="Lastname"/>
+ <field name="lastname"/>
+ </div>
+ </xpath>
+ </field>
+ </record>
+
+ </data>
+</openerp>
=== added file 'crm_firstname/data.xml'
--- crm_firstname/data.xml 1970-01-01 00:00:00 +0000
+++ crm_firstname/data.xml 2014-04-01 15:22:09 +0000
@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+ <data noupdate="1">
+ <!--
+ Resource: res.partner.category
+ -->
+ <record id="res_partner_category_automatic_from_email" model="res.partner.category">
+ <field name="name">Automatic Contact</field>
+ </record>
+ </data>
+</openerp>
+
=== added directory 'crm_firstname/i18n'
=== added file 'crm_firstname/i18n/crm_firstname.pot'
--- crm_firstname/i18n/crm_firstname.pot 1970-01-01 00:00:00 +0000
+++ crm_firstname/i18n/crm_firstname.pot 2014-04-01 15:22:09 +0000
@@ -0,0 +1,39 @@
+# Translation of OpenERP Server.
+# This file contains the translation of the following modules:
+# * crm_firstname
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: OpenERP Server 7.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2014-04-01 15:13+0000\n"
+"PO-Revision-Date: 2014-04-01 15:13+0000\n"
+"Last-Translator: <>\n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: crm_firstname
+#: model:res.partner.category,name:crm_firstname.res_partner_category_automatic_from_email
+msgid "Automatic Contact"
+msgstr ""
+
+#. module: crm_firstname
+#: view:crm.lead:0
+msgid "Firstname"
+msgstr ""
+
+#. module: crm_firstname
+#: view:crm.lead:0
+msgid "Lastname"
+msgstr ""
+
+#. module: crm_firstname
+#: code:_description:0
+#, python-format
+msgid "Lead/Opportunity"
+msgstr ""
+
+
=== added file 'crm_firstname/i18n/fr.po'
--- crm_firstname/i18n/fr.po 1970-01-01 00:00:00 +0000
+++ crm_firstname/i18n/fr.po 2014-04-01 15:22:09 +0000
@@ -0,0 +1,39 @@
+# Translation of OpenERP Server.
+# This file contains the translation of the following modules:
+# * crm_firstname
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: OpenERP Server 7.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2014-04-01 15:13+0000\n"
+"PO-Revision-Date: 2014-04-01 15:13+0000\n"
+"Last-Translator: <>\n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: crm_firstname
+#: model:res.partner.category,name:crm_firstname.res_partner_category_automatic_from_email
+msgid "Automatic Contact"
+msgstr "Contact automatique"
+
+#. module: crm_firstname
+#: view:crm.lead:0
+msgid "Firstname"
+msgstr "Prénom"
+
+#. module: crm_firstname
+#: view:crm.lead:0
+msgid "Lastname"
+msgstr "Nom"
+
+#. module: crm_firstname
+#: code:_description:0
+#, python-format
+msgid "Lead/Opportunity"
+msgstr "Piste/Opportunité"
+
+
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