# -*- 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 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')], \ 'Related Partner', required=True), 'name': fields.selection([('convert', 'Convert to Opportunities'), ('merge', 'Merge with existing Opportunities')], 'Conversion 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 #TOFIX: use mail.mail_message.to_mail 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: 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 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 _merge_opportunity(self, cr, uid, ids, opportunity_ids, action='merge', context=None): if context is None: context = {} res = False # Expected: all newly-converted leads (active_ids) will be merged with the opportunity(ies) # that have been selected in the 'opportunity_ids' m2m, with all these records # merged into the first opportunity (and the rest deleted) opportunity_ids = [o.id for o in opportunity_ids] lead_ids = context.get('active_ids', []) if action == 'merge' and lead_ids and opportunity_ids: # Add the leads in the to-merge list, next to other opps # (the fact that they're passed in context['lead_ids'] means that # they cannot be selected to contain the result of the merge. opportunity_ids.extend(lead_ids) context.update({'lead_ids': lead_ids, "convert" : True}) res = self.pool.get('crm.lead').merge_opportunity(cr, uid, opportunity_ids, context=context) return res def action_apply(self, cr, uid, ids, context=None): """ This converts lead to opportunity and opens Opportunity view """ if not context: context = {} lead = self.pool.get('crm.lead') lead_ids = context.get('active_ids', []) data = self.browse(cr, uid, ids, context=context)[0] self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids}, context=context) self._merge_opportunity(cr, uid, ids, data.opportunity_ids, data.name, context=context) return lead.redirect_opportunity_view(cr, uid, lead_ids[0], 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 _convert_opportunity(self, cr, uid, ids, vals, context=None): data = self.browse(cr, uid, ids, context=context)[0] salesteam_id = data.section_id and data.section_id.id or False salesman = [] if data.user_ids: salesman = [x.id for x in data.user_ids] vals.update({'user_ids': salesman, '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) # 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