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from tools.translate import _
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class phonecall2opportunity(wizard.interface):
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class partner_create(wizard.interface):
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case_form = """<?xml version="1.0"?>
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<form string="Create a Partner">
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<label string="Are you sure you want to create a partner based on this phonecall ?" colspan="4"/>
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<label string="You may have to verify that this partner does not exist already." colspan="4"/>
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<!--field name="close"/-->
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'close': {'type':'boolean', 'string':'Close Phonecall'}
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partner_form = """<?xml version="1.0"?>
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<form string="Convert To Partner">
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<label string="Are you sure you want to create a partner based on this phonecall ?" colspan="4"/>
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<form string="Create a Partner">
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<label string="Are you sure you want to create a partner based on this lead ?" colspan="4"/>
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<label string="You may have to verify that this partner does not exist already." colspan="4"/>
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<field name="action"/>
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<group attrs="{'invisible':[('action','=','create')]}">
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<field name="partner_id" attrs="{'required':[('action','=','exist')]}"/>
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<group attrs="{'invisible':[('action','!=','exist')]}">
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<field name="partner_id"/>
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'action': {'type':'selection',
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'selection':[('exist','Link to an existing partner'),('create','Create a new partner')],
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'string':'Action', 'required':True, 'default': lambda *a:'create'},
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'string':'Action', 'required':True, 'default': lambda *a:'exist'},
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'partner_id' : {'type':'many2one', 'relation':'res.partner', 'string':'Partner'},
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def _selectPartner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.phonecall')
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for case in case_obj.browse(cr, uid, data['ids']):
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raise wizard.except_wizard(_('Warning !'),
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_('A partner is already defined on this phonecall.'))
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def _create_partner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.phonecall')
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partner_obj = pool.get('res.partner')
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contact_obj = pool.get('res.partner.address')
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for case in case_obj.browse(cr, uid, data['ids']):
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if data['form']['action'] == 'create':
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partner_id = partner_obj.create(cr, uid, {
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'name': case.partner_name or case.name,
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'user_id': case.user_id.id,
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'comment': case.description,
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contact_id = contact_obj.create(cr, uid, {
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'partner_id': partner_id,
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'mobile': case.mobile,
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'email': case.email_from
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if data['form']['partner_id']:
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partner = partner_obj.browse(cr,uid,data['form']['partner_id'])
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partner_id = partner.id
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contact_id = partner.address and partner.address[0].id
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partner_ids.append(partner_id)
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vals.update({'partner_id': partner_id})
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vals.update({'partner_address_id': contact_id})
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case_obj.write(cr, uid, [case.id], vals)
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def _make_partner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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partner_ids = self._create_partner(cr, uid, data, context)
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mod_obj = pool.get('ir.model.data')
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result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
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res = mod_obj.read(cr, uid, result, ['res_id'])
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'view_mode': 'form,tree',
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'res_model': 'res.partner',
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'res_id': partner_ids and int(partner_ids[0]) or False,
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'type': 'ir.actions.act_window',
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'search_view_id': res['res_id']
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'actions': [_selectPartner],
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'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
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'state' : [('end', 'Cancel', 'gtk-cancel'),('create_partner', 'Create Partner', 'gtk-go-forward')]}
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'result': {'type': 'form', 'arch': partner_form, 'fields': partner_fields,
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'state' : [('end', 'Cancel', 'gtk-cancel'),('create', 'Continue', 'gtk-go-forward')]}
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'result': {'type': 'action', 'action': _make_partner, 'state': 'end'}
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partner_create('crm.phonecall.partner_create')
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class phonecall2opportunity(partner_create):
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case_form = """<?xml version="1.0"?>
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<form string="Convert To Opportunity">
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<field name="name"/>
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.phonecall')
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for case in case_obj.browse(cr, uid, data['ids']):
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if case.state != 'open':
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if case.state in ['done', 'cancel']:
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raise wizard.except_wizard(_('Warning !'),
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_('Phone Call state should be \'Open\' before converting to Opportunity.'))
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_('Closed/Cancelled Phone Call Could not convert into Opportunity.'))
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def _selectopportunity(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.phonecall')
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for case in case_obj.browse(cr, uid, data['ids']):
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if not case.partner_id:
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return 'create_partner'
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return {'name': case.name, 'probability': case.probability or 20.0,
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'planned_revenue':case.planned_revenue, 'partner_id':case.partner_id.id}
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case = case_obj.browse(cr, uid, data['id'])
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return {'name': case.name, 'partner_id':case.partner_id and case.partner_id.id or False}
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def _selectChoice(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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def _makePartner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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phonecall_case_obj = pool.get('crm.phonecall')
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partner_obj = pool.get('res.partner')
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contact_obj = pool.get('res.partner.address')
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if data['form']['action']=='create':
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for case in phonecall_case_obj.browse(cr, uid, data['ids']):
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partner_id = partner_obj.search(cr, uid, [('name', '=', case.partner_name or case.name)])
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raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
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partner_id = partner_obj.create(cr, uid, {
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'name': case.partner_name or case.name,
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'user_id': case.user_id.id,
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'comment': case.description,
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contact_id = contact_obj.create(cr, uid, {
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'partner_id': partner_id,
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'name': case.partner_name2,
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'phone': case.partner_phone,
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'mobile': case.partner_mobile,
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'email': case.email_from
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partner = partner_obj.browse(cr,uid,data['form']['partner_id'])
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partner_id=partner.id
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contact_id=partner.address and partner.address[0].id
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phonecall_case_obj.write(cr, uid, data['ids'], {
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'partner_id': partner_id,
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'partner_address_id': contact_id
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partner_ids = self._create_partner(cr, uid, data, context)
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def _makeMeeting(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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phonecall_case_obj = pool.get('crm.phonecall')
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meeting_case_obj = pool.get('crm.meeting')
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for phonecall in phonecall_case_obj.browse(cr, uid, data['ids']):
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new_meeting_id = meeting_case_obj.create(cr, uid, {
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'name': phonecall.name,
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'date': phonecall.date,
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'section_id' : phonecall.section_id and phonecall.section_id.id or False,
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'duration': phonecall.duration,
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'description':phonecall.description,
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'phonecall_id':phonecall.id
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new_meeting = meeting_case_obj.browse(cr, uid, new_meeting_id)
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phonecall_case_obj.write(cr, uid, [phonecall.id], vals)
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phonecall_case_obj.case_cancel(cr, uid, [phonecall.id])
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meeting_case_obj.case_open(cr, uid, [new_meeting_id])
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phonecall_case_obj = pool.get('crm.phonecall')
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data_obj = pool.get('ir.model.data')
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result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
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id = data_obj.read(cr, uid, result, ['res_id'])
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id2 = data_obj.browse(cr, uid, id2, context=context).res_id
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id3 = data_obj.browse(cr, uid, id3, context=context).res_id
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phonecall = phonecall_case_obj.browse(cr, uid, data['id'], context=context)
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partner_id = phonecall.partner_id and phonecall.partner_id.id or False
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name = phonecall.name
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email = phonecall.email_from
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section_id = phonecall.section_id and phonecall.section_id.id or False
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'name': _('Meetings'),
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'domain' : "[('phonecall_id','in',%s)]"%(data['ids']),
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'domain' : "[('user_id','=',%s)]"%(uid),
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'context': {'default_partner_id': partner_id, 'default_section_id': section_id, 'default_email_from': email, 'default_state':'open', 'default_name':name},
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'view_type': 'form',
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'view_mode': 'calendar,form,tree',
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'res_model': 'crm.meeting',
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phonecall2meeting('crm.phonecall.meeting_set')
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class partner_create(wizard.interface):
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case_form = """<?xml version="1.0"?>
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<form string="Convert To Partner">
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<label string="Are you sure you want to create a partner based on this phonecall ?" colspan="4"/>
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<label string="You may have to verify that this partner does not exist already." colspan="4"/>
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<!--field name="close"/-->
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'close': {'type':'boolean', 'string':'Close Phonecall'}
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def _selectPartner(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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case_obj = pool.get('crm.phonecall')
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for case in case_obj.browse(cr, uid, data['ids']):
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raise wizard.except_wizard(_('Warning !'),
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_('A partner is already defined on this phonecall.'))
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def _makeOrder(self, cr, uid, data, context):
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pool = pooler.get_pool(cr.dbname)
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mod_obj = pool.get('ir.model.data')
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result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
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res = mod_obj.read(cr, uid, result, ['res_id'])
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case_obj = pool.get('crm.phonecall')
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partner_obj = pool.get('res.partner')
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contact_obj = pool.get('res.partner.address')
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for case in case_obj.browse(cr, uid, data['ids']):
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partner_id = partner_obj.search(cr, uid, [('name', '=', case.name)])
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raise wizard.except_wizard(_('Warning !'),_('A partner is already existing with the same name.'))
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partner_id = partner_obj.create(cr, uid, {
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'user_id': case.user_id.id,
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'comment': case.description,
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contact_id = contact_obj.create(cr, uid, {
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'partner_id': partner_id,
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'phone': case.partner_phone,
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'mobile': case.partner_mobile,
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'email': case.email_from
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case_obj.write(cr, uid, data['ids'], {
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'partner_id': partner_id,
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'partner_address_id': contact_id
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if data['form']['close']:
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case_obj.case_close(cr, uid, data['ids'])
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'view_mode': 'form,tree',
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'res_model': 'res.partner',
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'res_id': int(partner_id),
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'type': 'ir.actions.act_window',
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'search_view_id': res['res_id']
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'actions': [_selectPartner],
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'result': {'type': 'form', 'arch': case_form, 'fields': case_fields,
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'state' : [('end', 'Cancel', 'gtk-cancel'),('confirm', 'Create Partner', 'gtk-go-forward')]}
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'result': {'type': 'action', 'action': _makeOrder, 'state': 'end'}
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partner_create('crm.phonecall.partner_create')
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