# -*- 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 _ from openerp import tools 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'), } 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 = set([int(context['active_id'])]) email = False partner_id = res.get('partner_id') lead = lead_obj.browse(cr, uid, int(context['active_id']), context=context) #TOFIX: use mail.mail_message.to_mail email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from or '') if partner_id: # Search for opportunities that have the same partner and that arent done or cancelled ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), ('state', '!=', 'done')]) for id in ids: tomerge.add(id) if email: ids = lead_obj.search(cr, uid, [('email_from', 'ilike', email[0]), ('state', '!=', 'done')]) for id in ids: tomerge.add(id) 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' : len(tomerge) >= 2 and 'merge' or 'convert'}) if 'opportunity_ids' in fields and len(tomerge) >= 2: res.update({'opportunity_ids': list(tomerge)}) return res 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.state in ['done', 'cancel']: raise osv.except_osv(_("Warning!"), _("Closed/Cancelled 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 partner_ids_map = self._create_partner(cr, uid, ids, context=context) lead_ids = vals.get('lead_ids', []) team_id = vals.get('section_id', False) for lead_id in lead_ids: partner_id = partner_ids_map.get(lead_id, False) # FIXME: cannot pass user_ids as the salesman allocation only works in batch res = lead.convert_opportunity(cr, uid, [lead_id], partner_id, [], team_id, context=context) # FIXME: must perform salesman allocation in batch separately here user_ids = vals.get('user_ids', False) if user_ids: lead.allocate_salesman(cr, uid, lead_ids, 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 = {} w = self.browse(cr, uid, ids, context=context)[0] opp_ids = [o.id for o in w.opportunity_ids] if w.name == 'merge': lead_id = self.pool.get('crm.lead').merge_opportunity(cr, uid, opp_ids, context=context) lead_ids = [lead_id] lead = self.pool.get('crm.lead').read(cr, uid, lead_id, ['type'], context=context) if lead['type'] == "lead": context.update({'active_ids': lead_ids}) self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids}, context=context) else: lead_ids = context.get('active_ids', []) self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids}, context=context) return self.pool.get('crm.lead').redirect_opportunity_view(cr, uid, lead_ids[0], context=context) def _create_partner(self, cr, uid, ids, 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') lead_ids = context.get('active_ids', []) data = self.browse(cr, uid, ids, context=context)[0] partner_id = data.partner_id and data.partner_id.id or False return lead.handle_partner_assignation(cr, uid, lead_ids, data.action, partner_id, context=context) 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'), } 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'] = 'create' if 'name' in fields: res['name'] = 'convert' if 'opportunity_ids' in fields: res['opportunity_ids'] = False return res 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): return self.action_apply(cr, uid, ids, context=context) # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: