%s
%s
' % (help_title, sub_title) + # ------------------------------------------------------------ # BUSINESS # ------------------------------------------------------------ @@ -872,7 +909,7 @@ class Lead(models.Model): return self.message_post(body=message) # ------------------------------------------------------------ - # MERGE LEADS / OPPS + # MERGE AND CONVERT LEADS / OPPORTUNITIES # ------------------------------------------------------------ def _merge_get_result_type(self): @@ -1083,16 +1120,6 @@ class Lead(models.Model): return opportunities_head - def _sort_by_confidence_level(self, reverse=False): - """ Sorting the leads/opps according to the confidence level of its stage, which relates to the probability of winning it - The confidence level increases with the stage sequence - An Opportunity always has higher confidence level than a lead - """ - def opps_key(opportunity): - return opportunity.type == 'opportunity', opportunity.stage_id.sequence, -opportunity._origin.id - - return self.sorted(key=opps_key, reverse=reverse) - def _convert_opportunity_data(self, customer, team_id=False): """ Extract the data from a lead to create the opportunity :param customer : res.partner record @@ -1126,118 +1153,6 @@ class Lead(models.Model): return True - def _get_lead_duplicates(self, partner=None, email=None, include_lost=False): - """ Search for leads that seem duplicated based on partner / email. - - :param partner : optional customer when searching duplicated - :param email: email (possibly formatted) to search - :param boolean include_lost: if True, search includes archived opportunities - (still only active leads are considered). If False, search for active - and not won leads and opportunities; - """ - if not email and not partner: - return self.env['crm.lead'] - - domain = [] - for normalized_email in [tools.email_normalize(email) for email in tools.email_split(email)]: - domain.append(('email_normalized', '=', normalized_email)) - if partner: - domain.append(('partner_id', '=', partner.id)) - - if not domain: - return self.env['crm.lead'] - - domain = ['|'] * (len(domain) - 1) + domain - if include_lost: - domain += ['|', ('type', '=', 'opportunity'), ('active', '=', True)] - else: - domain += ['&', ('active', '=', True), '|', ('probability', '=', False), ('probability', '<', 100)] - - return self.with_context(active_test=False).search(domain) - - def _create_customer(self): - """ Create a partner from lead data and link it to the lead. - - :return: newly-created partner browse record - """ - Partner = self.env['res.partner'] - contact_name = self.contact_name - if not contact_name: - contact_name = Partner._parse_partner_name(self.email_from)[0] if self.email_from else False - - if self.partner_name: - partner_company = Partner.create(self._prepare_customer_values(self.partner_name, is_company=True)) - elif self.partner_id: - partner_company = self.partner_id - else: - partner_company = None - - if contact_name: - return Partner.create(self._prepare_customer_values(contact_name, is_company=False, parent_id=partner_company.id if partner_company else False)) - - if partner_company: - return partner_company - return Partner.create(self._prepare_customer_values(self.name, is_company=False)) - - def _prepare_customer_values(self, partner_name, is_company=False, parent_id=False): - """ Extract data from lead to create a partner. - - :param name : furtur name of the partner - :param is_company : True if the partner is a company - :param parent_id : id of the parent partner (False if no parent) - - :return: dictionary of values to give at res_partner.create() - """ - email_split = tools.email_split(self.email_from) - res = { - 'name': partner_name, - 'user_id': self.env.context.get('default_user_id') or self.user_id.id, - 'comment': self.description, - 'team_id': self.team_id.id, - 'parent_id': parent_id, - 'phone': self.phone, - 'mobile': self.mobile, - 'email': email_split[0] if email_split else False, - 'title': self.title.id, - 'function': self.function, - 'street': self.street, - 'street2': self.street2, - 'zip': self.zip, - 'city': self.city, - 'country_id': self.country_id.id, - 'state_id': self.state_id.id, - 'website': self.website, - 'is_company': is_company, - 'type': 'contact' - } - if self.lang_id: - res['lang'] = self.lang_id.code - return res - - def _find_matching_partner(self, email_only=False): - """ Try to find a matching partner with available information on the - lead, using notably customer's name, email, ... - - :param email_only: Only find a matching based on the email. To use - for automatic process where ilike based on name can be too dangerous - :return: partner browse record - """ - self.ensure_one() - partner = self.partner_id - - if not partner and self.email_from: - partner = self.env['res.partner'].search([('email', '=', self.email_from)], limit=1) - - if not partner and not email_only: - # search through the existing partners based on the lead's partner or contact name - # to be aligned with _create_customer, search on lead's name as last possibility - for customer_potential_name in [self[field_name] for field_name in ['partner_name', 'contact_name', 'name'] if self[field_name]]: - partner = self.env['res.partner'].search([('name', 'ilike', '%' + customer_potential_name + '%')], limit=1) - if partner: - break - - return partner - def handle_partner_assignment(self, force_partner_id=False, create_missing=True): """ Update customer (partner_id) of leads. Purpose is to set the same partner on most leads; either through a newly created partner either @@ -1279,41 +1194,136 @@ class Lead(models.Model): self.env['crm.lead'].browse(subset_ids).write(update_vals) # ------------------------------------------------------------ - # TOOLS - # ------------------------------------------------------------ + # MERGE / CONVERT TOOLS + # --------------------------------------------------------- - def redirect_lead_opportunity_view(self): - self.ensure_one() - return { - 'name': _('Lead or Opportunity'), - 'view_mode': 'form', - 'res_model': 'crm.lead', - 'domain': [('type', '=', self.type)], - 'res_id': self.id, - 'view_id': False, - 'type': 'ir.actions.act_window', - 'context': {'default_type': self.type} - } + # CLASSIFICATION TOOLS + # -------------------------------------------------- - @api.model - def get_empty_list_help(self, help): - help_title, sub_title = "", "" - if self._context.get('default_type') == 'lead': - help_title = _('Create a new lead') + def _get_lead_duplicates(self, partner=None, email=None, include_lost=False): + """ Search for leads that seem duplicated based on partner / email. + + :param partner : optional customer when searching duplicated + :param email: email (possibly formatted) to search + :param boolean include_lost: if True, search includes archived opportunities + (still only active leads are considered). If False, search for active + and not won leads and opportunities; + """ + if not email and not partner: + return self.env['crm.lead'] + + domain = [] + for normalized_email in [tools.email_normalize(email) for email in tools.email_split(email)]: + domain.append(('email_normalized', '=', normalized_email)) + if partner: + domain.append(('partner_id', '=', partner.id)) + + if not domain: + return self.env['crm.lead'] + + domain = ['|'] * (len(domain) - 1) + domain + if include_lost: + domain += ['|', ('type', '=', 'opportunity'), ('active', '=', True)] else: - help_title = _('Create an opportunity to start playing with your pipeline.') - alias_record = self.env['mail.alias'].search([ - ('alias_name', '!=', False), - ('alias_name', '!=', ''), - ('alias_model_id.model', '=', 'crm.lead'), - ('alias_parent_model_id.model', '=', 'crm.team'), - ('alias_force_thread_id', '=', False) - ], limit=1) - if alias_record and alias_record.alias_domain and alias_record.alias_name: - email = '%s@%s' % (alias_record.alias_name, alias_record.alias_domain) - email_link = "%s" % (email, email) - sub_title = _('Use the top left Create button, or send an email to %s to test the email gateway.') % (email_link) - return '%s
%s
' % (help_title, sub_title) + domain += ['&', ('active', '=', True), '|', ('probability', '=', False), ('probability', '<', 100)] + + return self.with_context(active_test=False).search(domain) + + def _sort_by_confidence_level(self, reverse=False): + """ Sorting the leads/opps according to the confidence level of its stage, which relates to the probability of winning it + The confidence level increases with the stage sequence + An Opportunity always has higher confidence level than a lead + """ + def opps_key(opportunity): + return opportunity.type == 'opportunity', opportunity.stage_id.sequence, -opportunity._origin.id + + return self.sorted(key=opps_key, reverse=reverse) + + # CUSTOMER TOOLS + # -------------------------------------------------- + + def _find_matching_partner(self, email_only=False): + """ Try to find a matching partner with available information on the + lead, using notably customer's name, email, ... + + :param email_only: Only find a matching based on the email. To use + for automatic process where ilike based on name can be too dangerous + :return: partner browse record + """ + self.ensure_one() + partner = self.partner_id + + if not partner and self.email_from: + partner = self.env['res.partner'].search([('email', '=', self.email_from)], limit=1) + + if not partner and not email_only: + # search through the existing partners based on the lead's partner or contact name + # to be aligned with _create_customer, search on lead's name as last possibility + for customer_potential_name in [self[field_name] for field_name in ['partner_name', 'contact_name', 'name'] if self[field_name]]: + partner = self.env['res.partner'].search([('name', 'ilike', '%' + customer_potential_name + '%')], limit=1) + if partner: + break + + return partner + + def _create_customer(self): + """ Create a partner from lead data and link it to the lead. + + :return: newly-created partner browse record + """ + Partner = self.env['res.partner'] + contact_name = self.contact_name + if not contact_name: + contact_name = Partner._parse_partner_name(self.email_from)[0] if self.email_from else False + + if self.partner_name: + partner_company = Partner.create(self._prepare_customer_values(self.partner_name, is_company=True)) + elif self.partner_id: + partner_company = self.partner_id + else: + partner_company = None + + if contact_name: + return Partner.create(self._prepare_customer_values(contact_name, is_company=False, parent_id=partner_company.id if partner_company else False)) + + if partner_company: + return partner_company + return Partner.create(self._prepare_customer_values(self.name, is_company=False)) + + def _prepare_customer_values(self, partner_name, is_company=False, parent_id=False): + """ Extract data from lead to create a partner. + + :param name : furtur name of the partner + :param is_company : True if the partner is a company + :param parent_id : id of the parent partner (False if no parent) + + :return: dictionary of values to give at res_partner.create() + """ + email_parts = tools.email_split(self.email_from) + res = { + 'name': partner_name, + 'user_id': self.env.context.get('default_user_id') or self.user_id.id, + 'comment': self.description, + 'team_id': self.team_id.id, + 'parent_id': parent_id, + 'phone': self.phone, + 'mobile': self.mobile, + 'email': email_parts[0] if email_parts else False, + 'title': self.title.id, + 'function': self.function, + 'street': self.street, + 'street2': self.street2, + 'zip': self.zip, + 'city': self.city, + 'country_id': self.country_id.id, + 'state_id': self.state_id.id, + 'website': self.website, + 'is_company': is_company, + 'type': 'contact' + } + if self.lang_id: + res['lang'] = self.lang_id.code + return res # ------------------------------------------------------------ # MAILING