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authorstephanchrst <stephanchrst@gmail.com>2022-05-10 21:51:50 +0700
committerstephanchrst <stephanchrst@gmail.com>2022-05-10 21:51:50 +0700
commit3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch)
treea44932296ef4a9b71d5f010906253d8c53727726 /addons/crm/wizard/crm_lead_to_opportunity_mass.py
parent0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff)
initial commit 2
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diff --git a/addons/crm/wizard/crm_lead_to_opportunity_mass.py b/addons/crm/wizard/crm_lead_to_opportunity_mass.py
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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
+
+
+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)