# -*- coding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-2010 Tiny SPRL (). # # 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 . # ############################################################################## from openerp.osv import fields, osv from openerp.tools.translate import _ import re class crm_lead2opportunity_partner(osv.osv_memory): _name = 'crm.lead2opportunity.partner' _description = 'Lead To Opportunity Partner' _inherit = 'crm.partner.binding' _columns = { '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', select=True), 'section_id': fields.many2one('crm.case.section', 'Sales Team', select=True), } def onchange_action(self, cr, uid, ids, action, context=None): return {'value': {'partner_id': False if action != 'exist' else self._find_matching_partner(cr, uid, context=context)}} def _get_duplicated_leads(self, cr, uid, partner_id, email, include_lost=False, context=None): """ Search for opportunities that have the same partner and that arent done or cancelled """ return self.pool.get('crm.lead')._get_duplicated_leads_by_emails(cr, uid, partner_id, email, include_lost=include_lost, context=context) 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 opportunities links with this partner 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) if context.get('active_id'): tomerge = [int(context['active_id'])] partner_id = res.get('partner_id') lead = lead_obj.browse(cr, uid, int(context['active_id']), context=context) email = lead.partner_id and lead.partner_id.email or lead.email_from tomerge.extend(self._get_duplicated_leads(cr, uid, partner_id, email, include_lost=True, context=context)) tomerge = list(set(tomerge)) if 'action' in fields and not res.get('action'): 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' : len(tomerge) >= 2 and 'merge' or 'convert'}) if 'opportunity_ids' in fields and len(tomerge) >= 2: res.update({'opportunity_ids': tomerge}) if lead.user_id: res.update({'user_id': lead.user_id.id}) if lead.section_id: res.update({'section_id': lead.section_id.id}) return res def on_change_user(self, cr, uid, ids, user_id, section_id, context=None): """ When changing the user, also set a section_id or restrict section id to the ones user_id is member of. """ if user_id: if section_id: user_in_section = self.pool.get('crm.case.section').search(cr, uid, [('id', '=', section_id), '|', ('user_id', '=', user_id), ('member_ids', '=', user_id)], context=context, count=True) else: user_in_section = False if not user_in_section: result = self.pool['crm.lead'].on_change_user(cr, uid, ids, user_id, context=context) section_id = result.get('value') and result['value'].get('section_id') and result['value']['section_id'] or False return {'value': {'section_id': section_id}} def view_init(self, cr, uid, fields, context=None): """ Check some preconditions before the 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.probability == 100: raise osv.except_osv(_("Warning!"), _("Closed/Dead leads cannot be converted into opportunities.")) return False def _convert_opportunity(self, cr, uid, ids, vals, context=None): if context is None: context = {} lead = self.pool.get('crm.lead') res = False lead_ids = vals.get('lead_ids', []) team_id = vals.get('section_id', False) partner_id = vals.get('partner_id') data = self.browse(cr, uid, ids, context=context)[0] leads = lead.browse(cr, uid, lead_ids, context=context) for lead_id in leads: partner_id = self._create_partner(cr, uid, lead_id.id, data.action, partner_id or lead_id.partner_id.id, context=context) res = lead.convert_opportunity(cr, uid, [lead_id.id], partner_id, [], False, context=context) user_ids = vals.get('user_ids', False) if context.get('no_force_assignation'): leads_to_allocate = [lead_id.id for lead_id in leads if not lead_id.user_id] else: leads_to_allocate = lead_ids if user_ids: lead.allocate_salesman(cr, uid, leads_to_allocate, user_ids, team_id=team_id, context=context) return res def action_apply(self, cr, uid, ids, context=None): """ Convert lead to opportunity or merge lead and opportunity and open the freshly created opportunity view. """ if context is None: context = {} lead_obj = self.pool['crm.lead'] w = self.browse(cr, uid, ids, context=context)[0] opp_ids = [o.id for o in w.opportunity_ids] vals = { 'section_id': w.section_id.id, } if w.partner_id: vals['partner_id'] = w.partner_id.id if w.name == 'merge': lead_id = lead_obj.merge_opportunity(cr, uid, opp_ids, context=context) lead_ids = [lead_id] lead = lead_obj.read(cr, uid, lead_id, ['type', 'user_id'], context=context) if lead['type'] == "lead": context = dict(context, active_ids=lead_ids) vals.update({'lead_ids': lead_ids, 'user_ids': [w.user_id.id]}) self._convert_opportunity(cr, uid, ids, vals, context=context) elif not context.get('no_force_assignation') or not lead['user_id']: vals.update({'user_id': w.user_id.id}) lead_obj.write(cr, uid, lead_id, vals, context=context) else: lead_ids = context.get('active_ids', []) vals.update({'lead_ids': lead_ids, 'user_ids': [w.user_id.id]}) self._convert_opportunity(cr, uid, ids, vals, context=context) return self.pool.get('crm.lead').redirect_opportunity_view(cr, uid, lead_ids[0], context=context) def _create_partner(self, cr, uid, lead_id, action, partner_id, context=None): """ Create partner based on action. :return dict: dictionary organized as followed: {lead_id: partner_assigned_id} """ #TODO this method in only called by crm_lead2opportunity_partner #wizard and would probably diserve to be refactored or at least #moved to a better place if context is None: context = {} lead = self.pool.get('crm.lead') if action == 'each_exist_or_create': ctx = dict(context) ctx['active_id'] = lead_id partner_id = self._find_matching_partner(cr, uid, context=ctx) action = 'create' res = lead.handle_partner_assignation(cr, uid, [lead_id], action, partner_id, context=context) return res.get(lead_id) 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='Salesmen'), 'section_id': fields.many2one('crm.case.section', 'Sales Team'), 'deduplicate': fields.boolean('Apply deduplication', 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'), } _defaults = { 'deduplicate': True, } def default_get(self, cr, uid, fields, context=None): res = super(crm_lead2opportunity_mass_convert, self).default_get(cr, uid, fields, context) 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 def on_change_action(self, cr, uid, ids, action, context=None): vals = {} if action != 'exist': vals = {'value': {'partner_id': False}} return vals def on_change_deduplicate(self, cr, uid, ids, deduplicate, context=None): if context is None: context = {} active_leads = self.pool['crm.lead'].browse(cr, uid, context['active_ids'], context=context) 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(cr, uid, 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) return {'value': {'opportunity_ids': leads_with_duplicates}} def _convert_opportunity(self, cr, uid, ids, vals, context=None): """ 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. """ if context is None: context = {} data = self.browse(cr, uid, ids, context=context)[0] salesteam_id = data.section_id and data.section_id.id or False salesmen_ids = [] if data.user_ids: salesmen_ids = [x.id for x in data.user_ids] vals.update({'user_ids': salesmen_ids, 'section_id': salesteam_id}) return super(crm_lead2opportunity_mass_convert, self)._convert_opportunity(cr, uid, ids, vals, context=context) def mass_convert(self, cr, uid, ids, context=None): data = self.browse(cr, uid, ids, context=context)[0] ctx = dict(context) if data.name == 'convert' and data.deduplicate: merged_lead_ids = [] remaining_lead_ids = [] lead_selected = context.get('active_ids', []) for lead_id in lead_selected: if lead_id not in merged_lead_ids: lead = self.pool['crm.lead'].browse(cr, uid, lead_id, context=context) 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) if len(duplicated_lead_ids) > 1: lead_id = self.pool.get('crm.lead').merge_opportunity(cr, uid, duplicated_lead_ids, False, False, context=context) merged_lead_ids.extend(duplicated_lead_ids) remaining_lead_ids.append(lead_id) active_ids = set(context.get('active_ids', [])) active_ids = active_ids.difference(merged_lead_ids) active_ids = active_ids.union(remaining_lead_ids) ctx['active_ids'] = list(active_ids) ctx['no_force_assignation'] = context.get('no_force_assignation', not data.force_assignation) return self.action_apply(cr, uid, ids, context=ctx) # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: