[ADD] crm: mass assign apply deduplication
bzr revid: dle@openerp.com-20140123180211-o1ebik36wegmi8mc
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@ -761,24 +761,6 @@ class crm_lead(format_address, osv.osv):
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)
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return partner_id
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def _lead_set_partner(self, cr, uid, lead, partner_id, context=None):
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"""
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Assign a partner to a lead.
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:param object lead: browse record of the lead to process
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:param int partner_id: identifier of the partner to assign
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:return bool: True if the partner has properly been assigned
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"""
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res = False
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res_partner = self.pool.get('res.partner')
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if partner_id:
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res_partner.write(cr, uid, partner_id, {'section_id': lead.section_id and lead.section_id.id or False})
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contact_id = res_partner.address_get(cr, uid, [partner_id])['default']
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res = lead.write({'partner_id': partner_id}, context=context)
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message = _("<b>Partner</b> set to <em>%s</em>." % (lead.partner_id.name))
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self.message_post(cr, uid, [lead.id], body=message, context=context)
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return res
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def handle_partner_assignation(self, cr, uid, ids, action='create', partner_id=False, context=None):
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"""
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Handle partner assignation during a lead conversion.
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@ -792,13 +774,16 @@ class crm_lead(format_address, osv.osv):
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"""
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#TODO this is a duplication of the handle_partner_assignation method of crm_phonecall
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partner_ids = {}
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# If a partner_id is given, force this partner for all elements
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force_partner_id = partner_id
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for lead in self.browse(cr, uid, ids, context=context):
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# If the action is set to 'create' and no partner_id is set, create a new one
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if action == 'create':
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partner_id = force_partner_id or self._create_lead_partner(cr, uid, lead, context)
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self._lead_set_partner(cr, uid, lead, partner_id, context=context)
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if lead.partner_id:
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partner_ids[lead.id] = lead.partner_id.id
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continue
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if not partner_id and action == 'create':
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partner_id = self._create_lead_partner(cr, uid, lead, context)
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self.pool['res.partner'].write(cr, uid, partner_id, {'section_id': lead.section_id and lead.section_id.id or False})
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if partner_id:
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lead.write({'partner_id': partner_id}, context=context)
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partner_ids[lead.id] = partner_id
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return partner_ids
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@ -66,7 +66,7 @@
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-
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!python {model: crm.lead2opportunity.partner.mass}: |
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context.update({'active_model': 'crm.lead', 'active_ids': [ref("test_crm_lead_01"), ref("test_crm_lead_02"), ref("test_crm_lead_03"), ref("test_crm_lead_04"), ref("test_crm_lead_05"), ref("test_crm_lead_06")], 'active_id': ref("test_crm_lead_01")})
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id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('test_res_user_01'), ref('test_res_user_02'), ref('test_res_user_03'), ref('test_res_user_04')])], 'section_id': ref('crm.section_sales_department')}, context=context)
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id = self.create(cr, uid, {'user_ids': [(6, 0, [ref('test_res_user_01'), ref('test_res_user_02'), ref('test_res_user_03'), ref('test_res_user_04')])], 'section_id': ref('crm.section_sales_department'), 'deduplicate': False}, context=context)
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self.mass_convert(cr, uid, [id], context=context)
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-
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The leads should now be opps with a salesman and a salesteam. Also, salesmen should have been assigned following a round-robin method.
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@ -41,6 +41,22 @@ class crm_lead2opportunity_partner(osv.osv_memory):
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def onchange_action(self, cr, uid, ids, action, context=None):
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return {'value': {'partner_id': False if action != 'exist' else self._find_matching_partner(cr, uid, context=context)}}
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def _get_duplicated_leads(self, cr, uid, partner_id, email, context=None):
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lead_obj = self.pool.get('crm.lead')
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results = []
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if partner_id:
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# Search for opportunities that have the same partner and that arent done or cancelled
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ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), '|', ('probability', '=', False), ('probability', '<', '100')])
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for id in ids:
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results.append(id)
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email = re.findall(r'([^ ,<@]+@[^> ,]+)', email or '')
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if email:
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ids = lead_obj.search(cr, uid, [('email_from', '=ilike', email[0]), '|', ('probability', '=', False), ('probability', '<', '100')])
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for id in ids:
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results.append(id)
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return list(set(results))
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def default_get(self, cr, uid, fields, context=None):
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"""
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Default get for name, opportunity_ids.
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@ -51,24 +67,15 @@ class crm_lead2opportunity_partner(osv.osv_memory):
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res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
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if context.get('active_id'):
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tomerge = set([int(context['active_id'])])
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tomerge = [int(context['active_id'])]
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email = False
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partner_id = res.get('partner_id')
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lead = lead_obj.browse(cr, uid, int(context['active_id']), context=context)
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#TOFIX: use mail.mail_message.to_mail
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email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from or '')
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if partner_id:
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# Search for opportunities that have the same partner and that arent done or cancelled
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ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), '|', ('probability', '=', False), ('probability', '<', '100')])
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for id in ids:
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tomerge.add(id)
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if email:
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ids = lead_obj.search(cr, uid, [('email_from', '=ilike', email[0]), '|', ('probability', '=', False), ('probability', '<', '100')])
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for id in ids:
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tomerge.add(id)
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tomerge.extend(self._get_duplicated_leads(cr, uid, partner_id, email))
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tomerge = list(set(tomerge))
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if 'action' in fields:
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res.update({'action' : partner_id and 'exist' or 'create'})
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@ -77,7 +84,7 @@ class crm_lead2opportunity_partner(osv.osv_memory):
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if 'name' in fields:
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res.update({'name' : len(tomerge) >= 2 and 'merge' or 'convert'})
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if 'opportunity_ids' in fields and len(tomerge) >= 2:
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res.update({'opportunity_ids': list(tomerge)})
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res.update({'opportunity_ids': tomerge})
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if lead.user_id:
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res.update({'user_id': lead.user_id.id})
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if lead.section_id:
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@ -116,11 +123,11 @@ class crm_lead2opportunity_partner(osv.osv_memory):
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context = {}
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lead = self.pool.get('crm.lead')
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res = False
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partner_ids_map = self._create_partner(cr, uid, ids, context=context)
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lead_ids = vals.get('lead_ids', [])
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team_id = vals.get('section_id', False)
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data = self.browse(cr, uid, ids, context=context)[0]
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for lead_id in lead_ids:
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partner_id = partner_ids_map.get(lead_id, False)
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partner_id = self._create_partner(cr, uid, lead_id, data.action, data.partner_id, context=context)
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# FIXME: cannot pass user_ids as the salesman allocation only works in batch
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res = lead.convert_opportunity(cr, uid, [lead_id], partner_id, [], team_id, context=context)
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# FIXME: must perform salesman allocation in batch separately here
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@ -152,7 +159,7 @@ class crm_lead2opportunity_partner(osv.osv_memory):
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return self.pool.get('crm.lead').redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
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def _create_partner(self, cr, uid, ids, context=None):
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def _create_partner(self, cr, uid, lead_id, action, partner_id, context=None):
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"""
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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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@ -163,10 +170,14 @@ class crm_lead2opportunity_partner(osv.osv_memory):
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if context is None:
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context = {}
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lead = self.pool.get('crm.lead')
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lead_ids = context.get('active_ids', [])
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data = self.browse(cr, uid, ids, context=context)[0]
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partner_id = data.partner_id and data.partner_id.id or False
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return lead.handle_partner_assignation(cr, uid, lead_ids, data.action, partner_id, context=context)
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if action == 'each_exist_or_create':
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ctx = dict(context)
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ctx['active_id'] = lead_id
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partner_id = self._find_matching_partner(cr, uid, context=ctx)
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action = 'create'
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print partner_id
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res = lead.handle_partner_assignation(cr, uid, [lead_id], action, partner_id, context=context)
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return res.get(lead_id)
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class crm_lead2opportunity_mass_convert(osv.osv_memory):
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_name = 'crm.lead2opportunity.partner.mass'
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@ -176,6 +187,15 @@ class crm_lead2opportunity_mass_convert(osv.osv_memory):
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_columns = {
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'user_ids': fields.many2many('res.users', string='Salesmen'),
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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'deduplicate': fields.boolean('Apply deduplication', 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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}
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_defaults = {
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'deduplicate': True,
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}
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def default_get(self, cr, uid, fields, context=None):
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@ -184,13 +204,37 @@ class crm_lead2opportunity_mass_convert(osv.osv_memory):
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# 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'] = 'create'
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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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def on_change_action(self, cr, uid, ids, action, context=None):
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vals = {}
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if action != 'exist':
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vals = {'value': {'partner_id': False}}
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return vals
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def on_change_deduplicate(self, cr, uid, ids, deduplicate, context=None):
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if context is None:
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context = {}
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active_leads = self.pool['crm.lead'].browse(cr, uid, context['active_ids'], context=context)
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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(cr, uid, 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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return {'value': {'opportunity_ids': leads_with_duplicates}}
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def _convert_opportunity(self, cr, uid, ids, vals, context=None):
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"""
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When "massively" (more than one at a time) converting leads to
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@ -208,6 +252,21 @@ class crm_lead2opportunity_mass_convert(osv.osv_memory):
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return super(crm_lead2opportunity_mass_convert, self)._convert_opportunity(cr, uid, ids, vals, context=context)
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def mass_convert(self, cr, uid, ids, context=None):
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return self.action_apply(cr, uid, ids, context=context)
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data = self.browse(cr, uid, ids, context=context)[0]
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ctx = dict(context)
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if data.name == 'convert' and data.deduplicate:
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merged_lead_ids = []
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remaining_lead_ids = []
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for lead in data.opportunity_ids:
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duplicated_lead_ids = self._get_duplicated_leads(cr, uid, lead.partner_id.id, lead.partner_id and lead.partner_id.email or lead.email_from)
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if len(duplicated_lead_ids) > 1:
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lead_id = self.pool.get('crm.lead').merge_opportunity(cr, uid, duplicated_lead_ids, False, False, context=context)
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merged_lead_ids.extend(duplicated_lead_ids)
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remaining_lead_ids.append(lead_id)
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active_ids = set(context.get('active_ids', []))
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active_ids = active_ids.difference(merged_lead_ids)
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active_ids = active_ids.union(remaining_lead_ids)
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ctx['active_ids'] = list(active_ids)
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return self.action_apply(cr, uid, ids, context=ctx)
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -52,21 +52,17 @@
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<form string="Convert to Opportunity" version="7.0">
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<separator string="Conversion Options"/>
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<group>
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<field name="name" class="oe_inline"/>
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<field name="action" class="oe_inline" on_change="on_change_action(action)"/>
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<field name="deduplicate" class="oe_inline" on_change="on_change_deduplicate(deduplicate, context)"/>
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</group>
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<group attrs="{'invisible': [('name', '!=', 'convert')]}">
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<field name="action" class="oe_inline"/>
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<field name="partner_id"
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attrs="{'required': [('action', '=', 'exist')], 'invisible':[('action','!=','exist')]}"
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class="oe_inline"/>
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</group>
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<group string="Assign opportunities to" attrs="{'invisible': [('name', '=', '')]}">
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<group string="Assign opportunities to">
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<field name="section_id" groups="base.group_multi_salesteams"/>
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<field name="user_ids" widget="many2many_tags"/>
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</group>
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<group string="Select Opportunities" attrs="{'invisible': [('name', '!=', 'merge')]}">
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<field name="opportunity_ids" colspan="4" nolabel="1" attrs="{'invisible': [('name', '=', 'convert')]}">
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<tree>
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<label for="opportunity_ids" string="Leads with existing duplicates (for information)" help="Leads that you selected that have duplicates. If the list is empty, it means that no duplicates were found"/>
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<group attrs="{'invisible': [('deduplicate', '=', False)]}">
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<field name="opportunity_ids" colspan="4" nolabel="1">
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<tree create="false" delete="false">
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<field name="create_date"/>
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<field name="name"/>
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<field name="type"/>
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