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Message #03958
lp:~openerp-dev/openobject-addons/trunk-import_sugarcrm-import_opportunities-atp into lp:~openerp-dev/openobject-addons/trunk-import_sugarcrm
Atul Patel(OpenERP) has proposed merging lp:~openerp-dev/openobject-addons/trunk-import_sugarcrm-import_opportunities-atp into lp:~openerp-dev/openobject-addons/trunk-import_sugarcrm.
Requested reviews:
Bhumika (OpenERP) (sbh-openerp)
For more details, see:
https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-import_sugarcrm-import_opportunities-atp/+merge/52805
Hello,
1) Backlogs -2 Import CRM:
-----------------------
i) Import sugarcrm Leads into lead
ii) Import sugarcrm opportunity into lead
Thanks
--
https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-import_sugarcrm-import_opportunities-atp/+merge/52805
Your team OpenERP R&D Team is subscribed to branch lp:~openerp-dev/openobject-addons/trunk-import_sugarcrm.
=== modified file 'sugarcrm_syncro/__init__.py'
--- sugarcrm_syncro/__init__.py 2011-02-17 11:07:49 +0000
+++ sugarcrm_syncro/__init__.py 2011-03-10 07:05:04 +0000
@@ -22,3 +22,4 @@
import import_sugarcrm
import sugar
import wizard
+import sugarcrm_fields_mapping
=== modified file 'sugarcrm_syncro/import_sugarcrm.py'
--- sugarcrm_syncro/import_sugarcrm.py 2011-03-03 13:52:35 +0000
+++ sugarcrm_syncro/import_sugarcrm.py 2011-03-10 07:05:04 +0000
@@ -18,10 +18,151 @@
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
-from operator import itemgetter
from osv import fields, osv
import sugar
-from tools.translate import _
+import sugarcrm_fields_mapping
+
+def import_users(self, cr, uid, context=None):
+ if not context:
+ context = {}
+ map_user = {'Users':
+ {'name': ['first_name', 'last_name'],
+ 'login': 'user_name',
+ 'new_password' : 'pwd_last_changed',
+ } ,
+ }
+ user_obj = self.pool.get('res.users')
+ ids = self.search(cr, uid, [])
+ PortType,sessionid = sugar.login(context.get('username',''), context.get('password',''))
+ sugar_data = sugar.search(PortType,sessionid, 'Users')
+ for val in sugar_data:
+ user_ids = user_obj.search(cr, uid, [('login', '=', val.get('user_name'))])
+ if user_ids:
+ return user_ids[0]
+ fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, 'Users', map_user)
+ openerp_val = dict(zip(fields,datas))
+ openerp_val['context_lang'] = context.get('lang','en_US')
+ new_user_id = user_obj.create(cr, uid, openerp_val, context)
+ return new_user_id
+
+def get_lead_status(self, cr, uid, sugar_val,context=None):
+ if not context:
+ context = {}
+ stage_id = ''
+ stage_dict = {'status': #field in the sugarcrm database
+ { #Mapping of sugarcrm stage : openerp opportunity stage
+ 'New' : 'New',
+ 'Assigned':'Qualification',
+ 'In Progress': 'Proposition',
+ 'Recycled': 'Negotiation',
+ 'Dead': 'Lost'
+ },}
+ stage = stage_dict['status'].get(sugar_val['status'], '')
+ lead_pool = self.pool.get("crm.lead")
+ stage_pool = self.pool.get('crm.case.stage')
+ stage_ids = stage_pool.search(cr, uid, [("type", '=', 'lead'), ('name', '=', stage)])
+ for stage in stage_pool.browse(cr, uid, stage_ids, context):
+ stage_id = stage.id
+ return stage_id
+
+def get_opportunity_status(self, cr, uid, sugar_val,context=None):
+ if not context:
+ context = {}
+ stage_id = ''
+ stage_dict = {'sales_stage': #field in the sugarcrm database
+ { #Mapping of sugarcrm stage : openerp opportunity stage Mapping
+ 'Need Analysis': 'New',
+ 'Closed Lost': 'Lost',
+ 'Closed Won': 'Won',
+ 'Value Proposition': 'Proposition',
+ 'Negotiation/Review': 'Negotiation'
+ },}
+ stage = stage_dict['sales_stage'].get(sugar_val['sales_stage'], '')
+ lead_pool = self.pool.get("crm.lead")
+ stage_pool = self.pool.get('crm.case.stage')
+ stage_ids = stage_pool.search(cr, uid, [("type", '=', 'opportunity'), ('name', '=', stage)])
+ for stage in stage_pool.browse(cr, uid, stage_ids, context):
+ stage_id = stage.id
+ return stage_id
+
+def import_leads(self, cr, uid, context=None):
+ if not context:
+ context = {}
+ user_id = import_users(self, cr, uid, context)
+ map_lead = {
+ 'Leads':{'name': ['first_name','last_name'],
+ 'contact_name': ['first_name','last_name'],
+ 'description': 'description',
+ 'partner_name': ['first_name','last_name'],
+ 'email_from': 'email1',
+ 'phone': 'phone_work',
+ 'mobile': 'phone_mobile',
+ 'write_date':'date_modified',
+ 'function':'title',
+ 'street': 'primary_address_street',
+ 'zip': 'primary_address_postalcode',
+ 'city':'primary_address_city',
+ },
+ }
+
+ ids = self.search(cr, uid, [])
+ lead_pool = self.pool.get('crm.lead')
+ PortType,sessionid = sugar.login(context.get('username',''), context.get('password',''))
+ sugar_data = sugar.search(PortType,sessionid, 'Leads')
+ for val in sugar_data:
+ fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, 'Leads', map_lead)
+ stage_id = get_lead_status(self, cr, uid, val, context)
+ openerp_val = dict(zip(fields,datas))
+ openerp_val['type'] = 'lead'
+ openerp_val['user_id'] = user_id
+ openerp_val['stage_id'] = stage_id
+ new_lead_id = lead_pool.create(cr, uid, openerp_val, context)
+ return new_lead_id
+
+def import_opportunities(self, cr, uid, context=None):
+ if not context:
+ context = {}
+ user_id = import_users(self, cr, uid, context)
+ map_opportunity = {'Opportunities': {'name': 'name',
+ 'probability': 'probability',
+ 'planned_revenue': 'amount_usdollar',
+ 'date_deadline':'date_closed'
+ },
+ }
+ ids = self.search(cr, uid, [])
+ lead_pool = self.pool.get('crm.lead')
+ PortType,sessionid = sugar.login(context.get('username',''), context.get('password',''))
+ sugar_data = sugar.search(PortType,sessionid, 'Opportunities')
+ for val in sugar_data:
+ fields, datas = sugarcrm_fields_mapping.sugarcrm_fields_mapp(val, 'Opportunities', map_opportunity)
+ stage_id = get_opportunity_status(self, cr, uid, val, context)
+ openerp_val = dict(zip(fields,datas))
+ openerp_val['type'] = 'opportunity'
+ openerp_val['user_id'] = user_id
+ openerp_val['stage_id'] = stage_id
+ new_opportunity_id = lead_pool.create(cr, uid, openerp_val, context)
+ return new_opportunity_id
+
+def resolve_dependencies(self, cr, uid, dict, dep, context=None):
+ if not context:
+ context = {}
+ for dependency in dep:
+ resolve_dependencies(self, cr, uid, dict, dict[dependency]['dependencies'], context)
+ dict[dependency]['process'](self, cr, uid, context)
+ return True
+
+MAP_FIELDS = {'Opportunities': #Object Mapping name
+ { 'dependencies' : ['Users'], #Object to import before this table
+ 'process' : import_opportunities,
+ },
+ 'Users' : {'dependencies' : [],
+ 'process' : import_users,
+ },
+ 'Leads':
+ { 'dependencies' : ['Users'], #Object to import before this table
+ 'process' : import_leads,
+ },
+ }
class import_sugarcrm(osv.osv):
"""Import SugarCRM DATA"""
@@ -38,203 +179,39 @@
'lead': lambda *a: True,
'opportunity': lambda *a: True,
}
-
- def _get_all(self, cr, uid, model, sugar_val, context=None):
- if not context:
- context = {}
- models = self.pool.get(model)
- all_model_ids = models.search(cr, uid, [('name', '=', sugar_val)])
- output = [(False, '')]
- output = sorted([(o.id, o.name)
- for o in models.browse(cr, uid, all_model_ids,
- context=context)],
- key=itemgetter(1))
- return output
-
- def _get_all_states(self, cr, uid, sugar_val, context=None):
- if not context:
- context = {}
- return self._get_all(
- cr, uid, 'res.country.state', sugar_val, context=context)
-
- def _get_all_countries(self, cr, uid, sugar_val, context=None):
- if not context:
- context = {}
- return self._get_all(
- cr, uid, 'res.country', sugar_val, context=context)
-
- def _get_lead_status(self, cr, uid, sugar_val, context=None):
- if not context:
- context = {}
- sugar_stage = ''
- if sugar_val.get('status','') == 'New':
- sugar_stage = 'New'
- elif sugar_val.get('status','') == 'Assigned':
- sugar_stage = 'Qualification'
- elif sugar_val.get('status','') == 'In Progress':
- sugar_stage = 'Proposition'
- elif sugar_val.get('status','') == 'Recycled':
- sugar_stage = 'Negotiation'
- elif sugar_val.get('status','') == 'Dead':
- sugar_stage = 'Lost'
- else:
- sugar_stage = ''
- return sugar_stage
-
- def _get_opportunity_status(self, cr, uid, sugar_val, context=None):
- if not context:
- context = {}
- sugar_stage = ''
- if sugar_val.get('sales_stage','') == 'Need Analysis':
- sugar_stage = 'New'
- elif sugar_val.get('sales_stage','') == 'Closed Lost':
- sugar_stage = 'Lost'
- elif sugar_val.get('sales_stage','') == 'Closed Won':
- sugar_stage = 'Won'
- elif sugar_val.get('sales_stage','') == 'Value Proposition':
- sugar_stage = 'Proposition'
- elif sugar_val.get('sales_stage','') == 'Negotiation/Review':
- sugar_stage = 'Negotiation'
- else:
- sugar_stage = ''
- return sugar_stage
-
- def create_lead(self, cr, uid, sugar_val, country, state, context=None):
- if not context:
- context = {}
-
- lead_pool = self.pool.get("crm.lead")
- stage_id = ''
- stage = self._get_lead_status(cr, uid, sugar_val, context=None)
- stage_pool = self.pool.get('crm.case.stage')
-
- stage_ids = stage_pool.search(cr, uid, [("type", '=', 'lead'), ('name', '=', stage)])
-
- for stage in stage_pool.browse(cr, uid, stage_ids):
- stage_id = stage.id
- vals = {'name': sugar_val.get('first_name','')+' '+ sugar_val.get('last_name',''),
- 'contact_name': sugar_val.get('first_name','')+' '+ sugar_val.get('last_name',''),
- 'user_id':sugar_val.get('created_by',''),
- 'description': sugar_val.get('description',''),
- 'partner_name': sugar_val.get('first_name','')+' '+ sugar_val.get('last_name',''),
- 'email_from': sugar_val.get('email1',''),
- 'stage_id': stage_id or '',
- 'phone': sugar_val.get('phone_work',''),
- 'mobile': sugar_val.get('phone_mobile',''),
- 'write_date':sugar_val.get('date_modified',''),
- 'function':sugar_val.get('title',''),
- 'street': sugar_val.get('primary_address_street',''),
- 'zip': sugar_val.get('primary_address_postalcode',''),
- 'city':sugar_val.get('primary_address_city',''),
- 'country_id': country and country[0][0] or False,
- 'state_id': state and state[0][0] or False
- }
- new_lead_id = lead_pool.create(cr, uid, vals)
- return new_lead_id
-
- def create_opportunity(self, cr, uid, sugar_val, country, state, context=None):
- if not context:
- context = {}
- lead_pool = self.pool.get("crm.lead")
- stage_id = ''
- stage_pool = self.pool.get('crm.case.stage')
- stage = self._get_opportunity_status(cr, uid, sugar_val, context)
-
- stage_ids = stage_pool.search(cr, uid, [("type", '=', 'opportunity'), ('name', '=', stage)])
- for stage in stage_pool.browse(cr, uid, stage_ids):
- stage_id = stage.id
- vals = {'name': sugar_val.get('name',''),
- 'probability': sugar_val.get('probability',''),
- 'user_id': sugar_val.get('created_by', ''),
- 'stage_id': stage_id or '',
- 'type': 'opportunity',
- 'user_id': sugar_val.get('created_by',''),
- 'planned_revenue': sugar_val.get('amount_usdollar'),
- 'write_date':sugar_val.get('date_modified',''),
- }
- new_opportunity_id = lead_pool.create(cr, uid, vals)
- return new_opportunity_id
-
- def _get_sugar_module_name(self, cr, uid, ids, context=None):
-
- if not context:
- context = {}
-
- sugar_name = []
-
- for current in self.read(cr, uid, ids):
- if current.get('lead'):
- sugar_name.append('Leads')
- if current.get('opportunity'):
- sugar_name.append('Opportunities')
+ def get_key(self, cr, uid, ids, context=None):
+ """Select Key as For which Module data we want import data."""
+ if not context:
+ context = {}
+ key_list = []
+ for current in self.browse(cr, uid, ids, context):
+ if current.lead:
+ key_list.append('Leads')
+ if current.opportunity:
+ key_list.append('Opportunities')
- return sugar_name
-
-
- def _get_module_name(self, cr, uid, ids, context=None):
-
- if not context:
- context = {}
- module_name = []
-
- for current in self.read(cr, uid, ids, ['lead', 'opportunity']):
- if not current.get('lead') and not current.get('opportunity'):
- raise osv.except_osv(_('Error !'), _('Please Select Module'))
-
- if current.get('lead'):
- module_name.append('crm')
- if current.get('opportunity'):
- module_name.append('crm')
-
- ids = self.pool.get("ir.module.module").search(cr, uid, [('name', 'in', module_name),('state', '=', 'installed')])
- if not ids:
- for module in module_name:
- raise osv.except_osv(_('Error !'), _('Please Install %s Module') % ((module)))
-
- def get_create_method(self, cr, uid, sugar_name, sugar_val, country, state, context=None):
- if not context:
- context = {}
-
- if sugar_name == "Leads":
- self.create_lead(cr, uid, sugar_val, country, state, context)
-
- elif sugar_name == "Opportunities":
- self.create_opportunity(cr, uid, sugar_val, country, state,context)
- return {}
-
- def import_data(self, cr, uid, ids,context=None):
- if not context:
- context={}
- sugar_val = []
+ return key_list
- self._get_module_name(cr, uid, ids, context)
- sugar_module = self._get_sugar_module_name(cr, uid, ids, context=None)
-
- PortType,sessionid = sugar.login(context.get('username',''), context.get('password',''))
- for sugar_name in sugar_module:
- sugar_data = sugar.search(PortType,sessionid,sugar_name)
-
- for val in sugar_data:
- country = self._get_all_countries(cr, uid, val.get('primary_address_country'), context)
- state = self._get_all_states(cr, uid, val.get('primary_address_state'), context)
- self.get_create_method(cr, uid, sugar_name, val, country, state, context)
-
-
- obj_model = self.pool.get('ir.model.data')
- model_data_ids = obj_model.search(cr,uid,[('model','=','ir.ui.view'),('name','=','import.message.form')])
- resource_id = obj_model.read(cr, uid, model_data_ids, fields=['res_id'])
- return {
- 'view_type': 'form',
- 'view_mode': 'form',
- 'res_model': 'import.message',
- 'views': [(resource_id,'form')],
- 'type': 'ir.actions.act_window',
- 'target': 'new',
- }
+ def import_all(self, cr, uid, ids, context=None):
+ """Import all sugarcrm data into openerp module"""
+ if not context:
+ context = {}
+ keys = self.get_key(cr, uid, ids, context)
+ for key in keys:
+ resolve_dependencies(self, cr, uid, MAP_FIELDS, MAP_FIELDS[key]['dependencies'], context=context)
+ if MAP_FIELDS[key]['dependencies']:
+ MAP_FIELDS[key]['process'](self, cr, uid, context)
+
+ obj_model = self.pool.get('ir.model.data')
+ model_data_ids = obj_model.search(cr,uid,[('model','=','ir.ui.view'),('name','=','import.message.form')])
+ resource_id = obj_model.read(cr, uid, model_data_ids, fields=['res_id'])
+ return {
+ 'view_type': 'form',
+ 'view_mode': 'form',
+ 'res_model': 'import.message',
+ 'views': [(resource_id,'form')],
+ 'type': 'ir.actions.act_window',
+ 'target': 'new',
+ }
import_sugarcrm()
-
-
-
-
-
=== modified file 'sugarcrm_syncro/import_sugarcrm_view.xml'
--- sugarcrm_syncro/import_sugarcrm_view.xml 2011-03-01 05:47:06 +0000
+++ sugarcrm_syncro/import_sugarcrm_view.xml 2011-03-10 07:05:04 +0000
@@ -20,7 +20,7 @@
<group colspan="4" >
<label string="" colspan="2"/>
<button icon="gtk-cancel" special="cancel" string="_Cancel"/>
- <button name="import_data" string="Import"
+ <button name="import_all" string="Import"
type="object" icon="gtk-ok"/>
</group>
</form>
=== added file 'sugarcrm_syncro/sugarcrm_fields_mapping.py'
--- sugarcrm_syncro/sugarcrm_fields_mapping.py 1970-01-01 00:00:00 +0000
+++ sugarcrm_syncro/sugarcrm_fields_mapping.py 2011-03-10 07:05:04 +0000
@@ -0,0 +1,32 @@
+# -*- 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/>.
+#
+##############################################################################
+
+def sugarcrm_fields_mapp(dict_sugar,openerp_obj,openerp_dict):
+ fields=[]
+ data_lst = []
+ for key,val in openerp_dict.get(openerp_obj).items():
+ if key not in fields:
+ fields.append(key)
+ if isinstance(val, list):
+ data_lst.append(dict_sugar.get(val[0],['']) + ' ' + dict_sugar.get(val[1],['']))
+ else:
+ data_lst.append(dict_sugar.get(val,['']))
+ return fields,data_lst
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