odoo/addons/crm/wizard/crm_lead_to_opportunity.py

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# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import osv, fields
from tools.translate import _
import tools
import re
import time
class crm_lead2opportunity_partner(osv.osv_memory):
_name = 'crm.lead2opportunity.partner'
_description = 'Lead To Opportunity Partner'
_inherit = 'crm.lead2partner'
_columns = {
'action': fields.selection([('exist', 'Link to an existing partner'), \
('create', 'Create a new partner'), \
('nothing', 'Do not link to a partner')], \
'Action', required=True),
'name': fields.selection([('convert', 'Convert to Opportunity'), ('merge', 'Merge with existing Opportunity')],'Select Action', required=True),
'opportunity_ids': fields.many2many('crm.lead', string='Opportunities', domain=[('type', '=', 'opportunity')]),
}
def default_get(self, cr, uid, fields, context=None):
"""
Default get for name, opportunity_ids
if there is an exisitng partner link to the lead, find all existing opportunity link with this partnet to merge
all information together
"""
lead_obj = self.pool.get('crm.lead')
res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
opportunities = res.get('opportunity_ids') or []
partner_id = False
email = False
for lead in lead_obj.browse(cr, uid, opportunities, context=context):
partner_id = lead.partner_id and lead.partner_id.id or False
email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from or '')
email = map(lambda x: "'" + x + "'", email)
if not partner_id and res.get('partner_id'):
partner_id = res.get('partner_id')
ids = []
if partner_id:
ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), ('type', '=', 'opportunity'), '!', ('state', 'in', ['done', 'cancel'])])
if ids:
opportunities.append(ids[0])
if not partner_id:
label = False
opp_ids = []
if email:
# Find email of existing opportunity matches the email_from of the lead
cr.execute("""select id from crm_lead where type='opportunity' and
substring(email_from from '([^ ,<@]+@[^> ,]+)') in (%s)""" % (','.join(email)))
ids = map(lambda x:x[0], cr.fetchall())
if ids:
opportunities.append(ids[0])
if 'action' in fields:
res.update({'action' : partner_id and 'exist' or 'create'})
if 'partner_id' in fields:
res.update({'partner_id' : partner_id})
if 'name' in fields:
res.update({'name' : ids and 'merge' or 'convert'})
if 'opportunity_ids' in fields:
res.update({'opportunity_ids': opportunities})
return res
def view_init(self, cr, uid, fields, context=None):
"""
This function checks for precondition before wizard executes
"""
if context is None:
context = {}
lead_obj = self.pool.get('crm.lead')
for lead in lead_obj.browse(cr, uid, context.get('active_ids', []), context=context):
if lead.state in ['done', 'cancel']:
raise osv.except_osv(_("Warning !"), _("Closed/Cancelled Leads can not be converted into Opportunity"))
return False
def action_apply(self, cr, uid, ids, context=None):
"""
This converts lead to opportunity and opens Opportunity view
@param ids: ids of the leads to convert to opportunities
@return : View dictionary opening the Opportunity form view
"""
if not context:
context = {}
if not record_id:
return {'type': 'ir.actions.act_window_close'}
partner_ids = self._create_partner(cr, uid, ids, context=context)
partner_id = partner_ids and partner_ids[0] or False
leads.convert_opportunity(cr, uid, lead_ids, partner_id, context=context)
#If we convert in mass, don't merge if there is no other opportunity but no warning
if data.name == 'merge' and (len(data.opportunity_ids) > 1 or not context.get('mass_convert') ):
merge_obj = self.pool.get('crm.merge.opportunity')
self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [data.opportunity_ids[0].id])]}, context=context)
context.update({'lead_ids' : record_id, "convert" : True})
return merge_obj.merge(cr, uid, data.opportunity_ids, context=context)
return leads.redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
crm_lead2opportunity_partner()
class crm_lead2opportunity_mass_convert(osv.osv_memory):
_name = 'crm.lead2opportunity.partner.mass'
_description = 'Mass Lead To Opportunity Partner'
_inherit = 'crm.lead2opportunity.partner'
_columns = {
'user_ids': fields.many2many('res.users', string='Salesmans'),
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
def mass_convert(self, cr, uid, ids, context=None):
lead = self.pool.get('crm.lead')
if not context:
context = {}
active_ids = context.get('active_ids')
data = self.browse(cr, uid, ids, context=context)[0]
salesteam_id = data.section_id and data.section_id.id or False
salesmans = []
if data.user_ids:
salesmans = [x.id for x in data.user_ids]
lead.allocate_salesman(cr, uid, active_ids, salesman, salesteam_id, context=context)
value = self.default_get(cr, uid, ['partner_id', 'opportunity_ids'], context=context)
value['opportunity_ids'] = [(6, 0, value['opportunity_ids'])]
self.write(cr, uid, ids, value, context=context)
return self.action_apply(cr, uid, ids, context=context)
crm_lead2opportunity_mass_convert()
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