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| author | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
|---|---|---|
| committer | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
| commit | 3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch) | |
| tree | a44932296ef4a9b71d5f010906253d8c53727726 /addons/crm/wizard/crm_lead_to_opportunity_mass.py | |
| parent | 0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff) | |
initial commit 2
Diffstat (limited to 'addons/crm/wizard/crm_lead_to_opportunity_mass.py')
| -rw-r--r-- | addons/crm/wizard/crm_lead_to_opportunity_mass.py | 110 |
1 files changed, 110 insertions, 0 deletions
diff --git a/addons/crm/wizard/crm_lead_to_opportunity_mass.py b/addons/crm/wizard/crm_lead_to_opportunity_mass.py new file mode 100644 index 00000000..9deb2929 --- /dev/null +++ b/addons/crm/wizard/crm_lead_to_opportunity_mass.py @@ -0,0 +1,110 @@ +# -*- coding: utf-8 -*- +# Part of Odoo. See LICENSE file for full copyright and licensing details. + +from odoo import api, fields, models + + +class Lead2OpportunityMassConvert(models.TransientModel): + _name = 'crm.lead2opportunity.partner.mass' + _description = 'Convert Lead to Opportunity (in mass)' + _inherit = 'crm.lead2opportunity.partner' + + lead_id = fields.Many2one(required=False) + lead_tomerge_ids = fields.Many2many( + 'crm.lead', 'crm_convert_lead_mass_lead_rel', + string='Active Leads', context={'active_test': False}, + default=lambda self: self.env.context.get('active_ids', []), + ) + user_ids = fields.Many2many('res.users', string='Salespersons') + deduplicate = fields.Boolean('Apply deduplication', default=True, help='Merge with existing leads/opportunities of each partner') + action = fields.Selection(selection_add=[ + ('each_exist_or_create', 'Use existing partner or create'), + ], string='Related Customer', ondelete={ + 'each_exist_or_create': lambda recs: recs.write({'action': 'exist'}), + }) + force_assignment = fields.Boolean(default=False) + + @api.depends('duplicated_lead_ids') + def _compute_name(self): + for convert in self: + convert.name = 'convert' + + @api.depends('lead_tomerge_ids') + def _compute_action(self): + for convert in self: + convert.action = 'each_exist_or_create' + + @api.depends('lead_tomerge_ids') + def _compute_partner_id(self): + for convert in self: + convert.partner_id = False + + @api.depends('user_ids') + 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 and not convert.user_ids and convert.team_id: + continue + user = convert.user_id or convert.user_ids and convert.user_ids[0] or self.env.user + if convert.team_id and user in convert.team_id.member_ids | convert.team_id.user_id: + continue + team_domain = [] + team = self.env['crm.team']._get_default_team_id(user_id=user.id, domain=team_domain) + convert.team_id = team.id + + @api.depends('lead_tomerge_ids') + def _compute_duplicated_lead_ids(self): + for convert in self: + duplicated = self.env['crm.lead'] + for lead in convert.lead_tomerge_ids: + duplicated_leads = self.env['crm.lead']._get_lead_duplicates( + partner=lead.partner_id, + email=lead.partner_id and lead.partner_id.email or lead.email_from, + include_lost=False) + if len(duplicated_leads) > 1: + duplicated += lead + convert.duplicated_lead_ids = duplicated.ids + + def _convert_and_allocate(self, leads, user_ids, team_id=False): + """ When "massively" (more than one at a time) converting leads to + opportunities, check the salesteam_id and salesmen_ids and update + the values before calling super. + """ + self.ensure_one() + salesmen_ids = [] + if self.user_ids: + salesmen_ids = self.user_ids.ids + return super(Lead2OpportunityMassConvert, self)._convert_and_allocate(leads, salesmen_ids, team_id=team_id) + + def action_mass_convert(self): + self.ensure_one() + if self.name == 'convert' and self.deduplicate: + # TDE CLEANME: still using active_ids from context + active_ids = self._context.get('active_ids', []) + merged_lead_ids = set() + remaining_lead_ids = set() + for lead in self.lead_tomerge_ids: + if lead not in merged_lead_ids: + duplicated_leads = self.env['crm.lead']._get_lead_duplicates( + partner=lead.partner_id, + email=lead.partner_id.email or lead.email_from, + include_lost=False + ) + if len(duplicated_leads) > 1: + lead = duplicated_leads.merge_opportunity() + merged_lead_ids.update(duplicated_leads.ids) + remaining_lead_ids.add(lead.id) + # rebuild list of lead IDS to convert, following given order + final_ids = [lead_id for lead_id in active_ids if lead_id not in merged_lead_ids] + final_ids += [lead_id for lead_id in remaining_lead_ids if lead_id not in final_ids] + + self = self.with_context(active_ids=final_ids) # only update active_ids when there are set + return self.action_apply() + + def _convert_handle_partner(self, lead, action, partner_id): + if self.action == 'each_exist_or_create': + partner_id = lead._find_matching_partner(email_only=True).id + action = 'create' + return super(Lead2OpportunityMassConvert, self)._convert_handle_partner(lead, action, partner_id) |
