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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 PartnerBinding(models.TransientModel):
"""
Handle the partner binding or generation in any CRM wizard that requires
such feature, like the lead2opportunity wizard, or the
phonecall2opportunity wizard. Try to find a matching partner from the
CRM model's information (name, email, phone number, etc) or create a new
one on the fly.
Use it like a mixin with the wizard of your choice.
"""
_name = 'crm.partner.binding'
_description = 'Handle partner binding or generation in CRM wizards.'
@api.model
def default_get(self, fields):
res = super(PartnerBinding, self).default_get(fields)
partner_id = self._find_matching_partner()
if 'action' in fields and not res.get('action'):
res['action'] = 'exist' if partner_id else 'create'
if 'partner_id' in fields:
res['partner_id'] = partner_id
return res
action = fields.Selection([
('exist', 'Link to an existing customer'),
('create', 'Create a new customer'),
('nothing', 'Do not link to a customer')
], 'Related Customer', required=True)
partner_id = fields.Many2one('res.partner', 'Customer')
@api.model
def _find_matching_partner(self):
""" Try to find a matching partner regarding the active model data, like
the customer's name, email, phone number, etc.
:return int partner_id if any, False otherwise
"""
# active model has to be a lead
if self._context.get('active_model') != 'crm.lead' or not self._context.get('active_id'):
return False
lead = self.env['crm.lead'].browse(self._context.get('active_id'))
# find the best matching partner for the active model
Partner = self.env['res.partner']
if lead.partner_id: # a partner is set already
return lead.partner_id.id
if lead.email_from: # search through the existing partners based on the lead's email
partner = Partner.search([('email', '=', lead.email_from)], limit=1)
return partner.id
if lead.partner_name: # search through the existing partners based on the lead's partner or contact name
partner = Partner.search([('name', 'ilike', '%' + lead.partner_name + '%')], limit=1)
return partner.id
if lead.contact_name:
partner = Partner.search([('name', 'ilike', '%' + lead.contact_name+'%')], limit=1)
return partner.id
return False