214 lines
9.9 KiB
Python
214 lines
9.9 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 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 = set([int(context['active_id'])])
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email = False
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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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#TOFIX: use mail.mail_message.to_mail
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email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from or '')
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if partner_id:
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# Search for opportunities that have the same partner and that arent done or cancelled
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ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), '|', ('probability', '=', False), ('probability', '<', '100')])
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for id in ids:
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tomerge.add(id)
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if email:
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ids = lead_obj.search(cr, uid, [('email_from', '=ilike', email[0]), '|', ('probability', '=', False), ('probability', '<', '100')])
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for id in ids:
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tomerge.add(id)
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if 'action' in fields:
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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': list(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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section_id = False
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section_ids = self.pool.get('crm.case.section').search(cr, uid, ['|', ('user_id', '=', user_id), ('member_ids', '=', user_id)], context=context)
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if section_ids:
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section_id = section_ids[0]
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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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partner_ids_map = self._create_partner(cr, uid, ids, context=context)
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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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for lead_id in lead_ids:
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partner_id = partner_ids_map.get(lead_id, False)
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# FIXME: cannot pass user_ids as the salesman allocation only works in batch
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res = lead.convert_opportunity(cr, uid, [lead_id], partner_id, [], team_id, context=context)
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# FIXME: must perform salesman allocation in batch separately here
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user_ids = vals.get('user_ids', False)
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if user_ids:
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lead.allocate_salesman(cr, uid, lead_ids, 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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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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if w.name == 'merge':
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lead_id = self.pool.get('crm.lead').merge_opportunity(cr, uid, opp_ids, w.user_id.id, w.section_id.id, context=context)
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lead_ids = [lead_id]
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lead = self.pool.get('crm.lead').read(cr, uid, lead_id, ['type'], context=context)
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if lead['type'] == "lead":
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context.update({'active_ids': lead_ids})
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self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids, 'user_ids': [w.user_id.id], 'section_id': w.section_id.id}, context=context)
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else:
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lead_ids = context.get('active_ids', [])
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self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids, 'user_ids': [w.user_id.id], 'section_id': w.section_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, ids, 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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lead_ids = context.get('active_ids', [])
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data = self.browse(cr, uid, ids, context=context)[0]
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partner_id = data.partner_id and data.partner_id.id or False
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return lead.handle_partner_assignation(cr, uid, lead_ids, data.action, partner_id, context=context)
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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'),
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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'] = '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 _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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return self.action_apply(cr, uid, ids, context=context)
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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