# -*- 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 = self.env['crm.team']._get_default_team_id(user_id=user.id, domain=None) 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)