283 lines
14 KiB
Python
283 lines
14 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from openerp.osv import fields, osv
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from openerp.tools.translate import _
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import re
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class crm_lead2opportunity_partner(osv.osv_memory):
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_name = 'crm.lead2opportunity.partner'
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_description = 'Lead To Opportunity Partner'
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_inherit = 'crm.partner.binding'
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_columns = {
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'name': fields.selection([
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('convert', 'Convert to opportunity'),
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('merge', 'Merge with existing opportunities')
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], 'Conversion Action', required=True),
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'opportunity_ids': fields.many2many('crm.lead', string='Opportunities'),
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'user_id': fields.many2one('res.users', 'Salesperson', select=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team', select=True),
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}
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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, include_lost=False, context=None):
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"""
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Search for opportunities that have the same partner and that arent done or cancelled
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"""
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return self.pool.get('crm.lead')._get_duplicated_leads_by_emails(cr, uid, partner_id, email, include_lost=include_lost, context=context)
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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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If there is an exisitng partner link to the lead, find all existing
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opportunities links with this partner to merge all information together
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"""
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lead_obj = self.pool.get('crm.lead')
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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 = [int(context['active_id'])]
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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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email = lead.partner_id and lead.partner_id.email or lead.email_from
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tomerge.extend(self._get_duplicated_leads(cr, uid, partner_id, email, include_lost=True, context=context))
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tomerge = list(set(tomerge))
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if 'action' in fields and not res.get('action'):
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res.update({'action' : partner_id and 'exist' or 'create'})
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if 'partner_id' in fields:
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res.update({'partner_id' : partner_id})
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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': 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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res.update({'section_id': lead.section_id.id})
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return res
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def on_change_user(self, cr, uid, ids, user_id, section_id, context=None):
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""" When changing the user, also set a section_id or restrict section id
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to the ones user_id is member of. """
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if user_id:
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if section_id:
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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)
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else:
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user_in_section = False
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if not user_in_section:
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result = self.pool['crm.lead'].on_change_user(cr, uid, ids, user_id, context=context)
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section_id = result.get('value') and result['value'].get('section_id') and result['value']['section_id'] or False
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return {'value': {'section_id': section_id}}
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def view_init(self, cr, uid, fields, context=None):
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"""
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Check some preconditions before the wizard executes.
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"""
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if context is None:
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context = {}
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lead_obj = self.pool.get('crm.lead')
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for lead in lead_obj.browse(cr, uid, context.get('active_ids', []), context=context):
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if lead.probability == 100:
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raise osv.except_osv(_("Warning!"), _("Closed/Dead leads cannot be converted into opportunities."))
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return False
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def _convert_opportunity(self, cr, uid, ids, vals, context=None):
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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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res = False
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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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partner_id = vals.get('partner_id')
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data = self.browse(cr, uid, ids, context=context)[0]
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leads = lead.browse(cr, uid, lead_ids, context=context)
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for lead_id in leads:
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partner_id = self._create_partner(cr, uid, lead_id.id, data.action, partner_id or lead_id.partner_id.id, context=context)
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res = lead.convert_opportunity(cr, uid, [lead_id.id], partner_id, [], False, context=context)
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user_ids = vals.get('user_ids', False)
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if context.get('no_force_assignation'):
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leads_to_allocate = [lead_id.id for lead_id in leads if not lead_id.user_id]
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else:
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leads_to_allocate = lead_ids
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if user_ids:
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lead.allocate_salesman(cr, uid, leads_to_allocate, user_ids, team_id=team_id, context=context)
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return res
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def action_apply(self, cr, uid, ids, context=None):
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"""
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Convert lead to opportunity or merge lead and opportunity and open
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the freshly created opportunity view.
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"""
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if context is None:
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context = {}
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lead_obj = self.pool['crm.lead']
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partner_obj = self.pool['res.partner']
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w = self.browse(cr, uid, ids, context=context)[0]
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opp_ids = [o.id for o in w.opportunity_ids]
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vals = {
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'section_id': w.section_id.id,
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}
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if w.partner_id:
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vals['partner_id'] = w.partner_id.id
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if w.name == 'merge':
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lead_id = lead_obj.merge_opportunity(cr, uid, opp_ids, context=context)
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lead_ids = [lead_id]
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lead = lead_obj.read(cr, uid, lead_id, ['type', 'user_id'], context=context)
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if lead['type'] == "lead":
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context = dict(context, active_ids=lead_ids)
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vals.update({'lead_ids': lead_ids, 'user_ids': [w.user_id.id]})
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self._convert_opportunity(cr, uid, ids, vals, context=context)
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elif not context.get('no_force_assignation') or not lead['user_id']:
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vals.update({'user_id': w.user_id.id})
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lead_obj.write(cr, uid, lead_id, vals, context=context)
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else:
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lead_ids = context.get('active_ids', [])
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vals.update({'lead_ids': lead_ids, 'user_ids': [w.user_id.id]})
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self._convert_opportunity(cr, uid, ids, vals, context=context)
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for lead in lead_obj.browse(cr, uid, lead_ids, context=context):
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if lead.partner_id and lead.partner_id.user_id != lead.user_id:
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partner_obj.write(cr, uid, [lead.partner_id.id], {'user_id': lead.user_id.id}, context=context)
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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, 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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"""
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#TODO this method in only called by crm_lead2opportunity_partner
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#wizard and would probably diserve to be refactored or at least
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#moved to a better place
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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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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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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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_description = 'Mass Lead To Opportunity Partner'
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_inherit = 'crm.lead2opportunity.partner'
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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', select=True),
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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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'force_assignation': fields.boolean('Force assignation', help='If unchecked, this will leave the salesman of duplicated opportunities'),
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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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res = super(crm_lead2opportunity_mass_convert, self).default_get(cr, uid, fields, context)
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if 'partner_id' in fields:
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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'] = '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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opportunities, check the salesteam_id and salesmen_ids and update
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the values before calling super.
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"""
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if context is None:
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context = {}
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data = self.browse(cr, uid, ids, context=context)[0]
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salesteam_id = data.section_id and data.section_id.id or False
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salesmen_ids = []
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if data.user_ids:
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salesmen_ids = [x.id for x in data.user_ids]
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vals.update({'user_ids': salesmen_ids, 'section_id': salesteam_id})
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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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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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lead_selected = context.get('active_ids', [])
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for lead_id in lead_selected:
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if lead_id not in merged_lead_ids:
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lead = self.pool['crm.lead'].browse(cr, uid, lead_id, context=context)
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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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ctx['no_force_assignation'] = context.get('no_force_assignation', not data.force_assignation)
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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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