)
return partner_id
- def _lead_set_partner(self, cr, uid, lead, partner_id, context=None):
- """
- Assign a partner to a lead.
-
- :param object lead: browse record of the lead to process
- :param int partner_id: identifier of the partner to assign
- :return bool: True if the partner has properly been assigned
- """
- res = False
- res_partner = self.pool.get('res.partner')
- if partner_id:
- res_partner.write(cr, uid, partner_id, {'section_id': lead.section_id and lead.section_id.id or False})
- contact_id = res_partner.address_get(cr, uid, [partner_id])['default']
- res = lead.write({'partner_id': partner_id}, context=context)
- message = _("<b>Partner</b> set to <em>%s</em>." % (lead.partner_id.name))
- self.message_post(cr, uid, [lead.id], body=message, context=context)
- return res
-
def handle_partner_assignation(self, cr, uid, ids, action='create', partner_id=False, context=None):
"""
Handle partner assignation during a lead conversion.
"""
#TODO this is a duplication of the handle_partner_assignation method of crm_phonecall
partner_ids = {}
- # If a partner_id is given, force this partner for all elements
- force_partner_id = partner_id
for lead in self.browse(cr, uid, ids, context=context):
# If the action is set to 'create' and no partner_id is set, create a new one
- if action == 'create':
- partner_id = force_partner_id or self._create_lead_partner(cr, uid, lead, context)
- self._lead_set_partner(cr, uid, lead, partner_id, context=context)
+ if lead.partner_id:
+ partner_ids[lead.id] = lead.partner_id.id
+ continue
+ if not partner_id and action == 'create':
+ partner_id = self._create_lead_partner(cr, uid, lead, context)
+ self.pool['res.partner'].write(cr, uid, partner_id, {'section_id': lead.section_id and lead.section_id.id or False})
+ if partner_id:
+ lead.write({'partner_id': partner_id}, context=context)
partner_ids[lead.id] = partner_id
return partner_ids
def onchange_action(self, cr, uid, ids, action, context=None):
return {'value': {'partner_id': False if action != 'exist' else self._find_matching_partner(cr, uid, context=context)}}
+ def _get_duplicated_leads(self, cr, uid, partner_id, email, context=None):
+ lead_obj = self.pool.get('crm.lead')
+ results = []
+ if partner_id:
+ # Search for opportunities that have the same partner and that arent done or cancelled
+ ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), '|', ('probability', '=', False), ('probability', '<', '100')])
+ for id in ids:
+ results.append(id)
+ email = re.findall(r'([^ ,<@]+@[^> ,]+)', email or '')
+ if email:
+ ids = lead_obj.search(cr, uid, [('email_from', '=ilike', email[0]), '|', ('probability', '=', False), ('probability', '<', '100')])
+ for id in ids:
+ results.append(id)
+ return list(set(results))
+
+
def default_get(self, cr, uid, fields, context=None):
"""
Default get for name, opportunity_ids.
res = super(crm_lead2opportunity_partner, self).default_get(cr, uid, fields, context=context)
if context.get('active_id'):
- tomerge = set([int(context['active_id'])])
+ tomerge = [int(context['active_id'])]
email = False
partner_id = res.get('partner_id')
lead = lead_obj.browse(cr, uid, int(context['active_id']), context=context)
#TOFIX: use mail.mail_message.to_mail
- email = re.findall(r'([^ ,<@]+@[^> ,]+)', lead.email_from or '')
-
- if partner_id:
- # Search for opportunities that have the same partner and that arent done or cancelled
- ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), '|', ('probability', '=', False), ('probability', '<', '100')])
- for id in ids:
- tomerge.add(id)
- if email:
- ids = lead_obj.search(cr, uid, [('email_from', '=ilike', email[0]), '|', ('probability', '=', False), ('probability', '<', '100')])
- for id in ids:
- tomerge.add(id)
+ tomerge.extend(self._get_duplicated_leads(cr, uid, partner_id, email))
+ tomerge = list(set(tomerge))
if 'action' in fields:
res.update({'action' : partner_id and 'exist' or 'create'})
if 'name' in fields:
res.update({'name' : len(tomerge) >= 2 and 'merge' or 'convert'})
if 'opportunity_ids' in fields and len(tomerge) >= 2:
- res.update({'opportunity_ids': list(tomerge)})
+ res.update({'opportunity_ids': tomerge})
if lead.user_id:
res.update({'user_id': lead.user_id.id})
if lead.section_id:
context = {}
lead = self.pool.get('crm.lead')
res = False
- partner_ids_map = self._create_partner(cr, uid, ids, context=context)
lead_ids = vals.get('lead_ids', [])
team_id = vals.get('section_id', False)
+ data = self.browse(cr, uid, ids, context=context)[0]
for lead_id in lead_ids:
- partner_id = partner_ids_map.get(lead_id, False)
+ partner_id = self._create_partner(cr, uid, lead_id, data.action, data.partner_id, context=context)
# FIXME: cannot pass user_ids as the salesman allocation only works in batch
res = lead.convert_opportunity(cr, uid, [lead_id], partner_id, [], team_id, context=context)
# FIXME: must perform salesman allocation in batch separately here
return self.pool.get('crm.lead').redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
- def _create_partner(self, cr, uid, ids, context=None):
+ def _create_partner(self, cr, uid, lead_id, action, partner_id, context=None):
"""
Create partner based on action.
:return dict: dictionary organized as followed: {lead_id: partner_assigned_id}
if context is None:
context = {}
lead = self.pool.get('crm.lead')
- lead_ids = context.get('active_ids', [])
- data = self.browse(cr, uid, ids, context=context)[0]
- partner_id = data.partner_id and data.partner_id.id or False
- return lead.handle_partner_assignation(cr, uid, lead_ids, data.action, partner_id, context=context)
+ if action == 'each_exist_or_create':
+ ctx = dict(context)
+ ctx['active_id'] = lead_id
+ partner_id = self._find_matching_partner(cr, uid, context=ctx)
+ action = 'create'
+ print partner_id
+ res = lead.handle_partner_assignation(cr, uid, [lead_id], action, partner_id, context=context)
+ return res.get(lead_id)
class crm_lead2opportunity_mass_convert(osv.osv_memory):
_name = 'crm.lead2opportunity.partner.mass'
_columns = {
'user_ids': fields.many2many('res.users', string='Salesmen'),
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
+ 'deduplicate': fields.boolean('Apply deduplication', help='Merge with existing leads/opportunities of each partner'),
+ 'action': fields.selection([
+ ('each_exist_or_create', 'Use existing partner or create'),
+ ('nothing', 'Do not link to a customer')
+ ], 'Related Customer', required=True),
+ }
+
+ _defaults = {
+ 'deduplicate': True,
}
def default_get(self, cr, uid, fields, context=None):
# avoid forcing the partner of the first lead as default
res['partner_id'] = False
if 'action' in fields:
- res['action'] = 'create'
+ res['action'] = 'each_exist_or_create'
if 'name' in fields:
res['name'] = 'convert'
if 'opportunity_ids' in fields:
res['opportunity_ids'] = False
return res
+ def on_change_action(self, cr, uid, ids, action, context=None):
+ vals = {}
+ if action != 'exist':
+ vals = {'value': {'partner_id': False}}
+ return vals
+
+ def on_change_deduplicate(self, cr, uid, ids, deduplicate, context=None):
+ if context is None:
+ context = {}
+ active_leads = self.pool['crm.lead'].browse(cr, uid, context['active_ids'], context=context)
+ partner_ids = [(lead.partner_id.id, lead.partner_id and lead.partner_id.email or lead.email_from) for lead in active_leads]
+ partners_duplicated_leads = {}
+ for partner_id, email in partner_ids:
+ duplicated_leads = self._get_duplicated_leads(cr, uid, partner_id, email)
+ if len(duplicated_leads) > 1:
+ partners_duplicated_leads.setdefault((partner_id, email), []).extend(duplicated_leads)
+ leads_with_duplicates = []
+ for lead in active_leads:
+ lead_tuple = (lead.partner_id.id, lead.partner_id.email if lead.partner_id else lead.email_from)
+ if len(partners_duplicated_leads.get(lead_tuple, [])) > 1:
+ leads_with_duplicates.append(lead.id)
+ return {'value': {'opportunity_ids': leads_with_duplicates}}
+
+
def _convert_opportunity(self, cr, uid, ids, vals, context=None):
"""
When "massively" (more than one at a time) converting leads to
return super(crm_lead2opportunity_mass_convert, self)._convert_opportunity(cr, uid, ids, vals, context=context)
def mass_convert(self, cr, uid, ids, context=None):
- return self.action_apply(cr, uid, ids, context=context)
+ data = self.browse(cr, uid, ids, context=context)[0]
+ ctx = dict(context)
+ if data.name == 'convert' and data.deduplicate:
+ merged_lead_ids = []
+ remaining_lead_ids = []
+ for lead in data.opportunity_ids:
+ 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)
+ if len(duplicated_lead_ids) > 1:
+ lead_id = self.pool.get('crm.lead').merge_opportunity(cr, uid, duplicated_lead_ids, False, False, context=context)
+ merged_lead_ids.extend(duplicated_lead_ids)
+ remaining_lead_ids.append(lead_id)
+ active_ids = set(context.get('active_ids', []))
+ active_ids = active_ids.difference(merged_lead_ids)
+ active_ids = active_ids.union(remaining_lead_ids)
+ ctx['active_ids'] = list(active_ids)
+ return self.action_apply(cr, uid, ids, context=ctx)
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
projects / odoo / odoo.git / commitdiff