odoo/addons/crm/wizard/crm_lead_to_opportunity.py

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