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Am using ' create_uid' field in crm.phonecall model, which is a many to one field.
when i convert that phonecall to opportunity using 'convert to opportunity' button.
I want the data in create_uid to be transfered to a custom field in 'crm.lead' model (this model holds the code for opportunity).
thanks in advance
Try this,
class crm_phonecall(orm.Model):
""" Inherit Model for CRM phonecalls """
_inherit = "crm.phonecall"
def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0, context=None):
res = super(crm_phonecall, self).convert_opportunity(cr, uid, ids, opportunity_summary=opportunity_summary, partner_id=partner_id, planned_revenue=planned_revenue, probability=probability, context=context)
for record in self.browse(cr, uid, ids, context):
opportunity_id = res[record.id]
self.pool.get('crm.lead').write(cr, uid, [opportunity_id], {'custom_field': record.create_uid})
return res
Thanks Atchuthan,
I already have the class "crm_phonecall" and def "convert_opportunity",
Can you plz tell in where the code should added in my def,
my def is the following..
def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0, context=None):
partner = self.pool.get('res.partner')
opportunity = self.pool.get('crm.lead')
opportunity_dict = {}
default_contact = False
for call in self.browse(cr, uid, ids, context=context):
if not partner_id:
partner_id = call.partner_id and call.partner_id.id or False
if partner_id:
address_id = partner.address_get(cr, uid, [partner_id])['default']
if address_id:
default_contact = partner.browse(cr, uid, address_id, context=context)
opportunity_id = opportunity.create(cr, uid, {
'name': opportunity_summary or call.name,
'activity':call.activity,
'planned_revenue': planned_revenue,
'probability': probability,
'partner_id': partner_id or False,
'mobile': default_contact and default_contact.mobile,
'section_id': call.section_id and call.section_id.id or False,
'description': call.description or False,
'priority': call.priority,
'type': 'opportunity',
'phone': call.partner_phone or False,
'email_from': default_contact and default_contact.email,
})
vals = {
'partner_id': partner_id,
'opportunity_id': opportunity_id,
'state': 'done',
}
self.write(cr, uid, [call.id], vals, context=context)
opportunity_dict[call.id] = opportunity_id
return opportunity_dict
Thanks Atchuthan,
I already have the class "crm_phonecall" and def "convert_opportunity",
Can you plz tell in where the code should added in my def,
my def is the following..
def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0, context=None):
partner = self.pool.get('res.partner')
opportunity = self.pool.get('crm.lead')
opportunity_dict = {}
default_contact = False
for call in self.browse(cr, uid, ids, context=context):
if not partner_id:
partner_id = call.partner_id and call.partner_id.id or False
if partner_id:
address_id = partner.address_get(cr, uid, [partner_id])['default']
if address_id:
default_contact = partner.browse(cr, uid, address_id, context=context)
opportunity_id = opportunity.create(cr, uid, {
'name': opportunity_summary or call.name,
'activity':call.activity,
'planned_revenue': planned_revenue,
'probability': probability,
'partner_id': partner_id or False,
'mobile': default_contact and default_contact.mobile,
'section_id': call.section_id and call.section_id.id or False,
'description': call.description or False,
'priority': call.priority,
'type': 'opportunity',
'phone': call.partner_phone or False,
'email_from': default_contact and default_contact.email,
})
vals = {
'partner_id': partner_id,
'opportunity_id': opportunity_id,
'state': 'done',
}
self.write(cr, uid, [call.id], vals, context=context)
opportunity_dict[call.id] = opportunity_id
return opportunity_dict
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Inherit method def convert_opportunity() and pass the create_uid from crm.phonecall to custom field of crm.lead object.