165 lines
6.9 KiB
Python
165 lines
6.9 KiB
Python
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models
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from odoo.exceptions import UserError
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from odoo.tools.translate import _
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class Lead2OpportunityPartner(models.TransientModel):
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_name = 'crm.lead2opportunity.partner'
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_description = 'Convert Lead to Opportunity (not in mass)'
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@api.model
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def default_get(self, fields):
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""" Allow support of active_id / active_model instead of jut default_lead_id
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to ease window action definitions, and be backward compatible. """
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result = super(Lead2OpportunityPartner, self).default_get(fields)
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if 'lead_id' in fields and not result.get('lead_id') and self.env.context.get('active_id'):
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result['lead_id'] = self.env.context.get('active_id')
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if result.get('lead_id'):
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if self.env['crm.lead'].browse(result['lead_id']).probability == 100:
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raise UserError(_("Closed/Dead leads cannot be converted into opportunities."))
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return result
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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', compute='_compute_name', readonly=False, store=True, compute_sudo=False)
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action = fields.Selection([
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('create', 'Create a new customer'),
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('exist', 'Link to an existing customer'),
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('nothing', 'Do not link to a customer')
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], string='Related Customer', compute='_compute_action', readonly=False, store=True, compute_sudo=False)
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lead_id = fields.Many2one('crm.lead', 'Associated Lead', required=True)
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duplicated_lead_ids = fields.Many2many(
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'crm.lead', string='Opportunities', context={'active_test': False},
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compute='_compute_duplicated_lead_ids', readonly=False, store=True, compute_sudo=False)
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partner_id = fields.Many2one(
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'res.partner', 'Customer',
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compute='_compute_partner_id', readonly=False, store=True, compute_sudo=False)
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user_id = fields.Many2one(
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'res.users', 'Salesperson',
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compute='_compute_user_id', readonly=False, store=True, compute_sudo=False)
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team_id = fields.Many2one(
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'crm.team', 'Sales Team',
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compute='_compute_team_id', readonly=False, store=True, compute_sudo=False)
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force_assignment = fields.Boolean(
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'Force assignment', default=True,
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help='If checked, forces salesman to be updated on updated opportunities even if already set.')
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@api.depends('duplicated_lead_ids')
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def _compute_name(self):
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for convert in self:
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if not convert.name:
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convert.name = 'merge' if convert.duplicated_lead_ids and len(convert.duplicated_lead_ids) >= 2 else 'convert'
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@api.depends('lead_id')
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def _compute_action(self):
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for convert in self:
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if not convert.lead_id:
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convert.action = 'nothing'
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else:
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partner = convert.lead_id._find_matching_partner()
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if partner:
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convert.action = 'exist'
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elif convert.lead_id.contact_name:
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convert.action = 'create'
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else:
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convert.action = 'nothing'
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@api.depends('lead_id', 'partner_id')
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def _compute_duplicated_lead_ids(self):
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for convert in self:
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if not convert.lead_id:
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convert.duplicated_lead_ids = False
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continue
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convert.duplicated_lead_ids = self.env['crm.lead']._get_lead_duplicates(
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convert.partner_id,
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convert.lead_id.partner_id.email if convert.lead_id.partner_id.email else convert.lead_id.email_from,
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include_lost=True).ids
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@api.depends('action', 'lead_id')
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def _compute_partner_id(self):
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for convert in self:
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if convert.action == 'exist':
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convert.partner_id = convert.lead_id._find_matching_partner()
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else:
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convert.partner_id = False
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@api.depends('lead_id')
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def _compute_user_id(self):
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for convert in self:
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convert.user_id = convert.lead_id.user_id if convert.lead_id.user_id else False
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@api.depends('user_id')
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def _compute_team_id(self):
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""" When changing the user, also set a team_id or restrict team id
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to the ones user_id is member of. """
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for convert in self:
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# setting user as void should not trigger a new team computation
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if not convert.user_id:
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continue
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user = convert.user_id
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if convert.team_id and user in convert.team_id.member_ids | convert.team_id.user_id:
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continue
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team = self.env['crm.team']._get_default_team_id(user_id=user.id, domain=None)
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convert.team_id = team.id
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def action_apply(self):
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if self.name == 'merge':
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result_opportunity = self._action_merge()
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else:
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result_opportunity = self._action_convert()
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return result_opportunity.redirect_lead_opportunity_view()
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def _action_merge(self):
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to_merge = self.duplicated_lead_ids
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result_opportunity = to_merge.merge_opportunity(auto_unlink=False)
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result_opportunity.action_unarchive()
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if result_opportunity.type == "lead":
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self._convert_and_allocate(result_opportunity, [self.user_id.id], team_id=self.team_id.id)
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else:
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if not result_opportunity.user_id or self.force_assignment:
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result_opportunity.write({
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'user_id': self.user_id.id,
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'team_id': self.team_id.id,
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})
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(to_merge - result_opportunity).sudo().unlink()
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return result_opportunity
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def _action_convert(self):
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""" """
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result_opportunities = self.env['crm.lead'].browse(self._context.get('active_ids', []))
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self._convert_and_allocate(result_opportunities, [self.user_id.id], team_id=self.team_id.id)
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return result_opportunities[0]
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def _convert_and_allocate(self, leads, user_ids, team_id=False):
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self.ensure_one()
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for lead in leads:
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if lead.active and self.action != 'nothing':
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self._convert_handle_partner(
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lead, self.action, self.partner_id.id or lead.partner_id.id)
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lead.convert_opportunity(lead.partner_id, user_ids=False, team_id=False)
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leads_to_allocate = leads
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if not self.force_assignment:
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leads_to_allocate = leads_to_allocate.filtered(lambda lead: not lead.user_id)
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if user_ids:
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leads_to_allocate._handle_salesmen_assignment(user_ids, team_id=team_id)
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def _convert_handle_partner(self, lead, action, partner_id):
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# used to propagate user_id (salesman) on created partners during conversion
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lead.with_context(default_user_id=self.user_id.id)._handle_partner_assignment(
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force_partner_id=partner_id,
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create_missing=(action == 'create')
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)
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