from osv import osv, fields
from tools.translate import _
+import tools
+import re
import time
_inherit = 'crm.lead2partner'
_columns = {
- #'partner_id': fields.many2one('res.partner', 'Partner'),
- #'action': fields.selection([('exist', 'Link to an existing partner'), ('create', 'Create a new partner')], 'Action'),
+ 'action': fields.selection([('exist', 'Link to an existing partner'), \
+ ('create', 'Create a new partner'), \
+ ('nothing', 'Do not link to a partner')], \
+ 'Action', required=True),
'name': fields.selection([('convert', 'Convert to Opportunity'), ('merge', 'Merge with existing Opportunity')],'Select Action', required=True),
- 'opportunity_ids': fields.many2many('crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id', 'Opportunities', domain=[('type', '=', 'opportunity')]),
+ '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')
- partner_id = False
-
-
- res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
- opportunities = res.get('opportunity_ids') or []
- name = 'convert'
- if res.get('partner_id'):
-
- partner_id = res.get('partner_id')
- ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), ('type', '=', 'opportunity')])
- if ids:
- name = 'merge'
- opportunities += ids
-
-
- if 'name' in fields:
- res.update({'name' : name})
- if 'opportunity_ids' in fields:
- res.update({'opportunity_ids': opportunities})
-
-
- return res
-
+ """
+ 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:
+ label = False
+ opp_ids = []
+ 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
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param fields: List of fields for default value
- @param context: A standard dictionary for contextual values
-
"""
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 Could not convert into Opportunity"))
+ raise osv.except_osv(_("Warning !"), _("Closed/Cancelled Leads can not be converted into Opportunity"))
return False
-
- def _convert(self, cr, uid, ids, lead, partner_id, stage_ids, context=None):
- leads = self.pool.get('crm.lead')
- vals = {
- 'planned_revenue': lead.planned_revenue,
- 'probability': lead.probability,
- 'name': lead.name,
- 'partner_id': partner_id,
- 'user_id': (lead.user_id and lead.user_id.id),
- 'type': 'opportunity',
- 'stage_id': stage_ids and stage_ids[0] or False,
- 'date_action': time.strftime('%Y-%m-%d %H:%M:%S')
- }
- lead.write(vals, context=context)
- leads.history(cr, uid, [lead], _('Opportunity'), details='Converted to Opportunity', context=context)
- if lead.partner_id:
- msg_ids = [ x.id for x in lead.message_ids]
- self.pool.get('mailgate.message').write(cr, uid, msg_ids, {
- 'partner_id': lead.partner_id.id
- }, context=context)
- leads.log(cr, uid, lead.id, _("Lead '%s' has been converted to an opportunity.") % lead.name)
-
-
+
+ def _convert_opportunity(self, cr, uid, ids, vals, context=None):
+ if context is None:
+ context = {}
+ lead = self.pool.get('crm.lead')
+ partner_id = self._create_partner(cr, uid, ids, context=context)
+ lead_ids = vals.get('lead_ids', [])
+ user_ids = vals.get('user_ids', False)
+ team_id = vals.get('section_id', False)
+ return lead.convert_opportunity(cr, uid, lead_ids, partner_id, user_ids, team_id, context=context)
+
+ def _merge_opportunity(self, cr, uid, ids, opportunity_ids, action='merge', context=None):
+ #TOFIX: is it usefully ?
+ if context is None:
+ context = {}
+ merge_opportunity = self.pool.get('crm.merge.opportunity')
+ res = False
+ #If we convert in mass, don't merge if there is no other opportunity but no warning
+ if action == 'merge' and (len(opportunity_ids) > 1 or not context.get('mass_convert') ):
+ self.write(cr, uid, ids, {'opportunity_ids' : [(6,0, [opportunity_ids[0].id])]}, context=context)
+ context.update({'lead_ids' : record_id, "convert" : True})
+ res = merge_opportunity.merge(cr, uid, data.opportunity_ids, context=context)
+ return res
+
def action_apply(self, cr, uid, ids, context=None):
"""
This converts lead to opportunity and opens Opportunity view
- @param ids: ids of the leads to convert to opportunities
-
- @return : View dictionary opening the Opportunity form view
"""
- record_id = context and context.get('active_ids') or False
- if not record_id:
- return {'type': 'ir.actions.act_window_close'}
-
- leads = self.pool.get('crm.lead')
- models_data = self.pool.get('ir.model.data')
-
- # Get Opportunity views
- result = models_data._get_id(
- cr, uid, 'crm', 'view_crm_case_opportunities_filter')
- opportunity_view_search = models_data.browse(
- cr, uid, result, context=context).res_id
- opportunity_view_form = models_data._get_id(
- cr, uid, 'crm', 'crm_case_form_view_oppor')
- opportunity_view_tree = models_data._get_id(
- cr, uid, 'crm', 'crm_case_tree_view_oppor')
- if opportunity_view_form:
- opportunity_view_form = models_data.browse(
- cr, uid, opportunity_view_form, context=context).res_id
- if opportunity_view_tree:
- opportunity_view_tree = models_data.browse(
- cr, uid, opportunity_view_tree, context=context).res_id
-
- for lead in leads.browse(cr, uid, record_id, context=context):
- if(lead.section_id):
- stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('type','=','opportunity'),('sequence','>=',1), ('section_ids','=', lead.section_id.id)])
- else:
- stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('type','=','opportunity'),('sequence','>=',1)])
-
- data = self.browse(cr, uid, ids[0], context=context)
- partner_ids = []
- if data.action == 'create':
- partner_ids = self._create_partner(cr, uid, ids, context=context)
-
- partner_id = partner_ids and partner_ids[0] or data.partner_id.id
- self._convert(cr, uid, ids, lead, partner_id, stage_ids, context=context)
- if data.name == 'merge':
- merge_obj = self.pool.get('crm.merge.opportunity')
- context.update({'opportunity_ids': data.opportunity_ids})
- return merge_obj.action_merge(cr, uid, ids, context=context)
-
- return {
- 'name': _('Opportunity'),
- 'view_type': 'form',
- 'view_mode': 'form,tree',
- 'res_model': 'crm.lead',
- 'domain': [('type', '=', 'opportunity')],
- 'res_id': int(lead.id),
- 'view_id': False,
- 'views': [(opportunity_view_form, 'form'),
- (opportunity_view_tree, 'tree'),
- (False, 'calendar'), (False, 'graph')],
- 'type': 'ir.actions.act_window',
- 'search_view_id': opportunity_view_search
- }
+ 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.action, context=context)
+ return lead.redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
+
crm_lead2opportunity_partner()
+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='Salesmans'),
+ '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):
+ value = self.default_get(cr, uid, ['partner_id', 'opportunity_ids'], context=context)
+ value['opportunity_ids'] = [(6, 0, value['opportunity_ids'])]
+ self.write(cr, uid, ids, value, context=context)
+ return self.action_apply(cr, uid, ids, context=context)
+crm_lead2opportunity_mass_convert()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
projects / odoo / odoo.git / blobdiff