68 lines
2.6 KiB
Python
68 lines
2.6 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo, Flectra. See LICENSE file for full copyright and licensing details.
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from flectra import api, fields, models
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class PartnerBinding(models.TransientModel):
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"""
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Handle the partner binding or generation in any CRM wizard that requires
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such feature, like the lead2opportunity wizard, or the
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phonecall2opportunity wizard. Try to find a matching partner from the
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CRM model's information (name, email, phone number, etc) or create a new
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one on the fly.
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Use it like a mixin with the wizard of your choice.
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"""
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_name = 'crm.partner.binding'
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_description = 'Handle partner binding or generation in CRM wizards.'
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@api.model
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def default_get(self, fields):
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res = super(PartnerBinding, self).default_get(fields)
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partner_id = self._find_matching_partner()
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if 'action' in fields and not res.get('action'):
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res['action'] = 'exist' if partner_id else 'create'
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if 'partner_id' in fields:
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res['partner_id'] = partner_id
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return res
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action = fields.Selection([
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('exist', 'Link to an existing customer'),
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('create', 'Create a new customer'),
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('nothing', 'Do not link to a customer')
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], 'Related Customer', required=True)
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partner_id = fields.Many2one('res.partner', 'Customer')
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@api.model
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def _find_matching_partner(self):
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""" Try to find a matching partner regarding the active model data, like
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the customer's name, email, phone number, etc.
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:return int partner_id if any, False otherwise
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"""
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# active model has to be a lead
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if self._context.get('active_model') != 'crm.lead' or not self._context.get('active_id'):
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return False
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lead = self.env['crm.lead'].browse(self._context.get('active_id'))
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# find the best matching partner for the active model
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Partner = self.env['res.partner']
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if lead.partner_id: # a partner is set already
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return lead.partner_id.id
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if lead.email_from: # search through the existing partners based on the lead's email
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partner = Partner.search([('email', '=', lead.email_from)], limit=1)
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return partner.id
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if lead.partner_name: # search through the existing partners based on the lead's partner or contact name
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partner = Partner.search([('name', 'ilike', '%' + lead.partner_name + '%')], limit=1)
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return partner.id
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if lead.contact_name:
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partner = Partner.search([('name', 'ilike', '%' + lead.contact_name+'%')], limit=1)
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return partner.id
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return False
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