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