243 lines
11 KiB
Python
243 lines
11 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models
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from odoo.exceptions import UserError
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from odoo.tools.translate import _
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class Lead2OpportunityPartner(models.TransientModel):
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_name = 'crm.lead2opportunity.partner'
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_description = 'Lead To Opportunity Partner'
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_inherit = 'crm.partner.binding'
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@api.model
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def default_get(self, fields):
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""" Default get for name, opportunity_ids.
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If there is an exisitng partner link to the lead, find all existing
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opportunities links with this partner to merge all information together
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"""
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result = super(Lead2OpportunityPartner, self).default_get(fields)
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if self._context.get('active_id'):
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tomerge = {int(self._context['active_id'])}
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partner_id = result.get('partner_id')
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lead = self.env['crm.lead'].browse(self._context['active_id'])
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email = lead.partner_id.email if lead.partner_id else lead.email_from
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tomerge.update(self._get_duplicated_leads(partner_id, email, include_lost=True).ids)
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if 'action' in fields and not result.get('action'):
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result['action'] = 'exist' if partner_id else 'create'
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if 'partner_id' in fields:
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result['partner_id'] = partner_id
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if 'name' in fields:
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result['name'] = 'merge' if len(tomerge) >= 2 else 'convert'
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if 'opportunity_ids' in fields and len(tomerge) >= 2:
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result['opportunity_ids'] = list(tomerge)
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if lead.user_id:
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result['user_id'] = lead.user_id.id
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if lead.team_id:
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result['team_id'] = lead.team_id.id
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if not partner_id and not lead.contact_name:
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result['action'] = 'nothing'
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return result
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name = fields.Selection([
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('convert', 'Convert to opportunity'),
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('merge', 'Merge with existing opportunities')
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], 'Conversion Action', required=True)
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opportunity_ids = fields.Many2many('crm.lead', string='Opportunities')
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user_id = fields.Many2one('res.users', 'Salesperson', index=True)
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team_id = fields.Many2one('crm.team', 'Sales Channel', oldname='section_id', index=True)
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@api.onchange('action')
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def onchange_action(self):
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if self.action == 'exist':
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self.partner_id = self._find_matching_partner()
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else:
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self.partner_id = False
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@api.onchange('user_id')
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def _onchange_user(self):
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""" When changing the user, also set a team_id or restrict team id
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to the ones user_id is member of.
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"""
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if self.user_id:
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if self.team_id:
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user_in_team = self.env['crm.team'].search_count([('id', '=', self.team_id.id), '|', ('user_id', '=', self.user_id.id), ('member_ids', '=', self.user_id.id)])
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else:
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user_in_team = False
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if not user_in_team:
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values = self.env['crm.lead']._onchange_user_values(self.user_id.id if self.user_id else False)
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self.team_id = values.get('team_id', False)
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@api.model
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def _get_duplicated_leads(self, partner_id, email, include_lost=False):
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""" Search for opportunities that have the same partner and that arent done or cancelled """
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return self.env['crm.lead']._get_duplicated_leads_by_emails(partner_id, email, include_lost=include_lost)
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# NOTE JEM : is it the good place to test this ?
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@api.model
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def view_init(self, fields):
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""" Check some preconditions before the wizard executes. """
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for lead in self.env['crm.lead'].browse(self._context.get('active_ids', [])):
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if lead.probability == 100:
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raise UserError(_("Closed/Dead leads cannot be converted into opportunities."))
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return False
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@api.multi
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def _convert_opportunity(self, vals):
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self.ensure_one()
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res = False
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leads = self.env['crm.lead'].browse(vals.get('lead_ids'))
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for lead in leads:
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self_def_user = self.with_context(default_user_id=self.user_id.id)
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partner_id = self_def_user._create_partner(
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lead.id, self.action, vals.get('partner_id') or lead.partner_id.id)
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res = lead.convert_opportunity(partner_id, [], False)
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user_ids = vals.get('user_ids')
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leads_to_allocate = leads
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if self._context.get('no_force_assignation'):
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leads_to_allocate = leads_to_allocate.filtered(lambda lead: not lead.user_id)
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if user_ids:
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leads_to_allocate.allocate_salesman(user_ids, team_id=(vals.get('team_id')))
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return res
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@api.multi
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def action_apply(self):
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""" Convert lead to opportunity or merge lead and opportunity and open
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the freshly created opportunity view.
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"""
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self.ensure_one()
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values = {
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'team_id': self.team_id.id,
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}
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if self.partner_id:
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values['partner_id'] = self.partner_id.id
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if self.name == 'merge':
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leads = self.with_context(active_test=False).opportunity_ids.merge_opportunity()
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if not leads.active:
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leads.write({'active': True, 'activity_type_id': False, 'lost_reason': False})
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if leads.type == "lead":
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values.update({'lead_ids': leads.ids, 'user_ids': [self.user_id.id]})
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self.with_context(active_ids=leads.ids)._convert_opportunity(values)
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elif not self._context.get('no_force_assignation') or not leads.user_id:
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values['user_id'] = self.user_id.id
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leads.write(values)
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else:
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leads = self.env['crm.lead'].browse(self._context.get('active_ids', []))
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values.update({'lead_ids': leads.ids, 'user_ids': [self.user_id.id]})
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self._convert_opportunity(values)
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return leads[0].redirect_opportunity_view()
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def _create_partner(self, lead_id, action, partner_id):
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""" Create partner based on action.
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:return dict: dictionary organized as followed: {lead_id: partner_assigned_id}
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"""
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#TODO this method in only called by Lead2OpportunityPartner
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#wizard and would probably diserve to be refactored or at least
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#moved to a better place
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if action == 'each_exist_or_create':
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partner_id = self.with_context(active_id=lead_id)._find_matching_partner()
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action = 'create'
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result = self.env['crm.lead'].browse(lead_id).handle_partner_assignation(action, partner_id)
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return result.get(lead_id)
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class Lead2OpportunityMassConvert(models.TransientModel):
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_name = 'crm.lead2opportunity.partner.mass'
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_description = 'Mass Lead To Opportunity Partner'
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_inherit = 'crm.lead2opportunity.partner'
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@api.model
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def default_get(self, fields):
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res = super(Lead2OpportunityMassConvert, self).default_get(fields)
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if 'partner_id' in fields: # avoid forcing the partner of the first lead as default
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res['partner_id'] = False
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if 'action' in fields:
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res['action'] = 'each_exist_or_create'
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if 'name' in fields:
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res['name'] = 'convert'
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if 'opportunity_ids' in fields:
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res['opportunity_ids'] = False
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return res
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user_ids = fields.Many2many('res.users', string='Salesmen')
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team_id = fields.Many2one('crm.team', 'Sales Channel', index=True, oldname='section_id')
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deduplicate = fields.Boolean('Apply deduplication', default=True, help='Merge with existing leads/opportunities of each partner')
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action = fields.Selection([
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('each_exist_or_create', 'Use existing partner or create'),
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('nothing', 'Do not link to a customer')
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], 'Related Customer', required=True)
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force_assignation = fields.Boolean('Force assignation', help='If unchecked, this will leave the salesman of duplicated opportunities')
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@api.onchange('action')
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def _onchange_action(self):
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if self.action != 'exist':
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self.partner_id = False
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@api.onchange('deduplicate')
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def _onchange_deduplicate(self):
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active_leads = self.env['crm.lead'].browse(self._context['active_ids'])
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partner_ids = [(lead.partner_id.id, lead.partner_id and lead.partner_id.email or lead.email_from) for lead in active_leads]
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partners_duplicated_leads = {}
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for partner_id, email in partner_ids:
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duplicated_leads = self._get_duplicated_leads(partner_id, email)
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if len(duplicated_leads) > 1:
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partners_duplicated_leads.setdefault((partner_id, email), []).extend(duplicated_leads)
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leads_with_duplicates = []
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for lead in active_leads:
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lead_tuple = (lead.partner_id.id, lead.partner_id.email if lead.partner_id else lead.email_from)
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if len(partners_duplicated_leads.get(lead_tuple, [])) > 1:
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leads_with_duplicates.append(lead.id)
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self.opportunity_ids = self.env['crm.lead'].browse(leads_with_duplicates)
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@api.multi
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def _convert_opportunity(self, vals):
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""" When "massively" (more than one at a time) converting leads to
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opportunities, check the salesteam_id and salesmen_ids and update
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the values before calling super.
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"""
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self.ensure_one()
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salesteam_id = self.team_id.id if self.team_id else False
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salesmen_ids = []
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if self.user_ids:
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salesmen_ids = self.user_ids.ids
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vals.update({'user_ids': salesmen_ids, 'team_id': salesteam_id})
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return super(Lead2OpportunityMassConvert, self)._convert_opportunity(vals)
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@api.multi
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def mass_convert(self):
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self.ensure_one()
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if self.name == 'convert' and self.deduplicate:
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merged_lead_ids = set()
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remaining_lead_ids = set()
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lead_selected = self._context.get('active_ids', [])
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for lead_id in lead_selected:
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if lead_id not in merged_lead_ids:
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lead = self.env['crm.lead'].browse(lead_id)
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duplicated_leads = self._get_duplicated_leads(lead.partner_id.id, lead.partner_id.email if lead.partner_id else lead.email_from)
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if len(duplicated_leads) > 1:
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lead = duplicated_leads.merge_opportunity()
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merged_lead_ids.update(duplicated_leads.ids)
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remaining_lead_ids.add(lead.id)
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active_ids = set(self._context.get('active_ids', {}))
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active_ids = (active_ids - merged_lead_ids) | remaining_lead_ids
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self = self.with_context(active_ids=list(active_ids)) # only update active_ids when there are set
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no_force_assignation = self._context.get('no_force_assignation', not self.force_assignation)
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return self.with_context(no_force_assignation=no_force_assignation).action_apply()
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