1 # -*- coding: utf-8 -*-
2 ##############################################################################
4 # OpenERP, Open Source Management Solution
5 # Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
7 # This program is free software: you can redistribute it and/or modify
8 # it under the terms of the GNU Affero General Public License as
9 # published by the Free Software Foundation, either version 3 of the
10 # License, or (at your option) any later version.
12 # This program is distributed in the hope that it will be useful,
13 # but WITHOUT ANY WARRANTY; without even the implied warranty of
14 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
15 # GNU Affero General Public License for more details.
17 # You should have received a copy of the GNU Affero General Public License
18 # along with this program. If not, see <http://www.gnu.org/licenses/>.
20 ##############################################################################
22 from openerp.osv import fields, osv
23 from openerp.tools.translate import _
24 from openerp import tools
27 class crm_lead2opportunity_partner(osv.osv_memory):
28 _name = 'crm.lead2opportunity.partner'
29 _description = 'Lead To Opportunity Partner'
30 _inherit = 'crm.partner.binding'
33 'name': fields.selection([
34 ('convert', 'Convert to opportunity'),
35 ('merge', 'Merge with existing opportunities')
36 ], 'Conversion Action', required=True),
37 'opportunity_ids': fields.many2many('crm.lead', string='Opportunities'),
40 def onchange_action(self, cr, uid, ids, action, context=None):
41 return {'value': {'partner_id': False if action != 'exist' else self._find_matching_partner(cr, uid, context=context)}}
43 def default_get(self, cr, uid, fields, context=None):
45 Default get for name, opportunity_ids.
46 If there is an exisitng partner link to the lead, find all existing
47 opportunities links with this partner to merge all information together
49 lead_obj = self.pool.get('crm.lead')
51 res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
52 if context.get('active_id'):
53 tomerge = set([int(context['active_id'])])
56 partner_id = res.get('partner_id')
57 lead = lead_obj.browse(cr, uid, int(context['active_id']), context=context)
59 #TOFIX: use mail.mail_message.to_mail
60 email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from or '')
63 # Search for opportunities that have the same partner and that arent done or cancelled
64 ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), ('state', '!=', 'done')])
68 ids = lead_obj.search(cr, uid, [('email_from', '=ilike', email[0]), ('state', '!=', 'done')])
72 if 'action' in fields:
73 res.update({'action' : partner_id and 'exist' or 'create'})
74 if 'partner_id' in fields:
75 res.update({'partner_id' : partner_id})
77 res.update({'name' : len(tomerge) >= 2 and 'merge' or 'convert'})
78 if 'opportunity_ids' in fields and len(tomerge) >= 2:
79 res.update({'opportunity_ids': list(tomerge)})
83 def view_init(self, cr, uid, fields, context=None):
85 Check some preconditions before the wizard executes.
89 lead_obj = self.pool.get('crm.lead')
90 for lead in lead_obj.browse(cr, uid, context.get('active_ids', []), context=context):
91 if lead.state in ['done', 'cancel']:
92 raise osv.except_osv(_("Warning!"), _("Closed/Cancelled leads cannot be converted into opportunities."))
95 def _convert_opportunity(self, cr, uid, ids, vals, context=None):
98 lead = self.pool.get('crm.lead')
100 partner_ids_map = self._create_partner(cr, uid, ids, context=context)
101 lead_ids = vals.get('lead_ids', [])
102 team_id = vals.get('section_id', False)
103 for lead_id in lead_ids:
104 partner_id = partner_ids_map.get(lead_id, False)
105 # FIXME: cannot pass user_ids as the salesman allocation only works in batch
106 res = lead.convert_opportunity(cr, uid, [lead_id], partner_id, [], team_id, context=context)
107 # FIXME: must perform salesman allocation in batch separately here
108 user_ids = vals.get('user_ids', False)
110 lead.allocate_salesman(cr, uid, lead_ids, user_ids, team_id=team_id, context=context)
113 def action_apply(self, cr, uid, ids, context=None):
115 Convert lead to opportunity or merge lead and opportunity and open
116 the freshly created opportunity view.
121 w = self.browse(cr, uid, ids, context=context)[0]
122 opp_ids = [o.id for o in w.opportunity_ids]
123 if w.name == 'merge':
124 lead_id = self.pool.get('crm.lead').merge_opportunity(cr, uid, opp_ids, context=context)
126 lead = self.pool.get('crm.lead').read(cr, uid, lead_id, ['type'], context=context)
127 if lead['type'] == "lead":
128 context.update({'active_ids': lead_ids})
129 self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids}, context=context)
131 lead_ids = context.get('active_ids', [])
132 self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids}, context=context)
134 return self.pool.get('crm.lead').redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
136 def _create_partner(self, cr, uid, ids, context=None):
138 Create partner based on action.
139 :return dict: dictionary organized as followed: {lead_id: partner_assigned_id}
141 #TODO this method in only called by crm_lead2opportunity_partner
142 #wizard and would probably diserve to be refactored or at least
143 #moved to a better place
146 lead = self.pool.get('crm.lead')
147 lead_ids = context.get('active_ids', [])
148 data = self.browse(cr, uid, ids, context=context)[0]
149 partner_id = data.partner_id and data.partner_id.id or False
150 return lead.handle_partner_assignation(cr, uid, lead_ids, data.action, partner_id, context=context)
152 class crm_lead2opportunity_mass_convert(osv.osv_memory):
153 _name = 'crm.lead2opportunity.partner.mass'
154 _description = 'Mass Lead To Opportunity Partner'
155 _inherit = 'crm.lead2opportunity.partner'
158 'user_ids': fields.many2many('res.users', string='Salesmen'),
159 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
162 def default_get(self, cr, uid, fields, context=None):
163 res = super(crm_lead2opportunity_mass_convert, self).default_get(cr, uid, fields, context)
164 if 'partner_id' in fields:
165 # avoid forcing the partner of the first lead as default
166 res['partner_id'] = False
167 if 'action' in fields:
168 res['action'] = 'create'
170 res['name'] = 'convert'
171 if 'opportunity_ids' in fields:
172 res['opportunity_ids'] = False
175 def _convert_opportunity(self, cr, uid, ids, vals, context=None):
177 When "massively" (more than one at a time) converting leads to
178 opportunities, check the salesteam_id and salesmen_ids and update
179 the values before calling super.
183 data = self.browse(cr, uid, ids, context=context)[0]
184 salesteam_id = data.section_id and data.section_id.id or False
187 salesmen_ids = [x.id for x in data.user_ids]
188 vals.update({'user_ids': salesmen_ids, 'section_id': salesteam_id})
189 return super(crm_lead2opportunity_mass_convert, self)._convert_opportunity(cr, uid, ids, vals, context=context)
191 def mass_convert(self, cr, uid, ids, context=None):
192 return self.action_apply(cr, uid, ids, context=context)
194 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: