Nimesh Jethva
71820dbc20
Purpose of this commit is to give description more "business oriented" because those descriptions appears in Odoo Studio which is supposed to be used by end users, not only by developers. Related Task ID : 37311
68 lines
2.6 KiB
Python
68 lines
2.6 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models
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class PartnerBinding(models.TransientModel):
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"""
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Handle the partner binding or generation in any CRM wizard that requires
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such feature, like the lead2opportunity wizard, or the
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phonecall2opportunity wizard. Try to find a matching partner from the
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CRM model's information (name, email, phone number, etc) or create a new
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one on the fly.
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Use it like a mixin with the wizard of your choice.
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"""
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_name = 'crm.partner.binding'
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_description = 'Partner linking/binding in CRM wizard'
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@api.model
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def default_get(self, fields):
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res = super(PartnerBinding, self).default_get(fields)
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partner_id = self._find_matching_partner()
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if 'action' in fields and not res.get('action'):
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res['action'] = 'exist' if partner_id else 'create'
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if 'partner_id' in fields:
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res['partner_id'] = partner_id
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return res
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action = fields.Selection([
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('exist', 'Link to an existing customer'),
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('create', 'Create a new customer'),
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('nothing', 'Do not link to a customer')
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], 'Related Customer', required=True)
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partner_id = fields.Many2one('res.partner', 'Customer')
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@api.model
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def _find_matching_partner(self):
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""" Try to find a matching partner regarding the active model data, like
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the customer's name, email, phone number, etc.
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:return int partner_id if any, False otherwise
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"""
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# active model has to be a lead
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if self._context.get('active_model') != 'crm.lead' or not self._context.get('active_id'):
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return False
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lead = self.env['crm.lead'].browse(self._context.get('active_id'))
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# find the best matching partner for the active model
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Partner = self.env['res.partner']
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if lead.partner_id: # a partner is set already
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return lead.partner_id.id
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if lead.email_from: # search through the existing partners based on the lead's email
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partner = Partner.search([('email', '=', lead.email_from)], limit=1)
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return partner.id
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if lead.partner_name: # search through the existing partners based on the lead's partner or contact name
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partner = Partner.search([('name', 'ilike', '%' + lead.partner_name + '%')], limit=1)
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return partner.id
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if lead.contact_name:
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partner = Partner.search([('name', 'ilike', '%' + lead.contact_name+'%')], limit=1)
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return partner.id
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return False
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