# -*- 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 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 @param self: The object pointer @param cr: the current row, from the database cursor, @param uid: the current user’s ID for security checks, @param fields: List of fields for default value @param context: A standard dictionary for contextual values """ 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 _convert(self, cr, uid, ids, lead, partner_id, stage_ids, context=None): leads = self.pool.get('crm.lead') address_id = False if partner_id: address_id = self.pool.get('res.partner.address').search(cr, uid, [('partner_id', '=', partner_id)], order='create_date desc', limit=1) vals = { 'planned_revenue': lead.planned_revenue, 'probability': lead.probability, 'name': lead.name, 'partner_id': partner_id, 'user_id': (lead.user_id and lead.user_id.id), 'type': 'opportunity', 'stage_id': stage_ids and stage_ids[0] or False, 'date_action': time.strftime('%Y-%m-%d %H:%M:%S'), } if partner_id and address_id: vals['partner_address_id'] = address_id[0] else: vals['partner_address_id'] = False lead.write(vals, context=context) text = _('Converted to opportunity') leads.message_append(cr, uid, [lead], text, body_text=text, context=context) if lead.partner_id: msg_ids = [ x.id for x in lead.message_ids] self.pool.get('mail.message').write(cr, uid, msg_ids, { 'partner_id': lead.partner_id.id }, context=context) leads.log(cr, uid, lead.id, _("Lead '%s' has been converted to an opportunity.") % lead.name) def send_mail_to_salesman(self, cr, uid, lead): email_to = lead.user_id and lead.user_id.user_email if not email_to: return False message_pool = self.pool.get('mail.message') email_from = lead.section_id and lead.section_id.user_id and lead.section_id.user_id.user_email or email_to partner = lead.partner_id and lead.partner_id.name or lead.partner_name subject = "lead %s converted into opportunity" % lead.name body = "Info \n Id : %s \n Subject: %s \n Partner: %s \n Description : %s " % (lead.id, lead.name, lead.partner_id.name, lead.description) return message_pool.schedule_with_attach(cr, uid, email_from, [email_to], subject, body) 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 = {} record_id = context and context.get('active_ids') or False if not record_id: return {'type': 'ir.actions.act_window_close'} leads = self.pool.get('crm.lead') models_data = self.pool.get('ir.model.data') # Get Opportunity views result = models_data._get_id( cr, uid, 'crm', 'view_crm_case_opportunities_filter') opportunity_view_search = models_data.browse( cr, uid, result, context=context).res_id opportunity_view_form = models_data._get_id( cr, uid, 'crm', 'crm_case_form_view_oppor') opportunity_view_tree = models_data._get_id( cr, uid, 'crm', 'crm_case_tree_view_oppor') if opportunity_view_form: opportunity_view_form = models_data.browse( cr, uid, opportunity_view_form, context=context).res_id if opportunity_view_tree: opportunity_view_tree = models_data.browse( cr, uid, opportunity_view_tree, context=context).res_id for lead in leads.browse(cr, uid, record_id, context=context): if lead.section_id: stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('sequence','>=',1), ('section_ids','=', lead.section_id.id)]) else: stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('sequence','>=',1)]) data = self.browse(cr, uid, ids[0], context=context) if data.action == 'create': partner_ids = [] partner_ids = self._create_partner(cr, uid, ids, context=context) partner_id = partner_ids and partner_ids[0] elif data.action == 'exist': partner_id = data.partner_id and data.partner_id.id else: partner_id = False self._convert(cr, uid, ids, lead, partner_id, stage_ids, context=context) self.send_mail_to_salesman(cr, uid, lead) #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 { 'name': _('Opportunity'), 'view_type': 'form', 'view_mode': 'form,tree', 'res_model': 'crm.lead', 'domain': [('type', '=', 'opportunity')], 'res_id': int(lead.id), 'view_id': False, 'views': [(opportunity_view_form, 'form'), (opportunity_view_tree, 'tree'), (False, 'calendar'), (False, 'graph')], 'type': 'ir.actions.act_window', 'search_view_id': opportunity_view_search } 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_obj = 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 = data.section_id and data.section_id.id if data.user_ids: salesmans = map(lambda x : x.id, data.user_ids) index = 0 else: salesmans = False for lead_id in active_ids: value = {} if salesteam: value['section_id'] = salesteam if salesmans: value['user_id'] = salesmans[index] index += 1 index = index < len(salesmans) and index or 0 if value: lead_obj.write(cr, uid, [lead_id], value, context=context) context['active_ids'] = [lead_id] 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) self.action_apply(cr, uid, ids, context=context) models_data = self.pool.get('ir.model.data') result = models_data._get_id(cr, uid, 'crm', 'view_crm_case_opportunities_filter') opportunity_view_search = models_data.browse(cr, uid, result, context=context).res_id return { 'name': _('Opportunity'), 'view_type': 'form', 'view_mode': 'tree,form', 'res_model': 'crm.lead', 'domain': [('type', '=', 'opportunity'), ('id', 'in', active_ids)], 'type': 'ir.actions.act_window', 'search_view_id': opportunity_view_search, } crm_lead2opportunity_mass_convert() # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: