101 lines
3.9 KiB
Python
101 lines
3.9 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 CrmLeadConvert2ticket(models.TransientModel):
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""" wizard to convert a Lead into a Helpdesk ticket and move the Mail Thread """
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_name = 'crm.lead.convert2ticket'
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_description = 'Lead convert to Ticket'
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@api.model
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def default_get(self, fields):
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result = super().default_get(fields)
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if 'partner_id' in fields:
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lead_id = result.get('lead_id')
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if lead_id:
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lead = self.env['crm.lead'].browse(lead_id)
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result['partner_id'] = lead._find_matching_partner().id
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if 'team_id' in fields:
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team_ids = self.env['helpdesk.team'].search([], limit=2)
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result['team_id'] = team_ids[0].id if len(team_ids) == 1 else None
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return result
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lead_id = fields.Many2one(
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'crm.lead', string='Lead', domain=[('type', '=', 'lead')],
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default=lambda self: self.env.context.get('active_id', None),
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)
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partner_id = fields.Many2one('res.partner', 'Customer')
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team_id = fields.Many2one('helpdesk.team', string='Team', required=True)
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def action_lead_to_helpdesk_ticket(self):
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self.ensure_one()
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# get the lead to transform
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lead = self.lead_id
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partner = self.partner_id
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if not partner and (lead.partner_name or lead.contact_name):
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lead._handle_partner_assignment(create_missing=True)
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partner = lead.partner_id
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# prepare new helpdesk.ticket values
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vals = {
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"name": lead.name,
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"description": lead.description,
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"team_id": self.team_id.id,
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"partner_id": partner.id,
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"user_id": None,
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"campaign_id": lead.campaign_id.id,
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"medium_id": lead.medium_id.id,
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"source_id": lead.source_id.id,
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}
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if lead.contact_name:
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vals["partner_name"] = lead.contact_name
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if lead.phone: # lead phone is always sync with partner phone
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vals["partner_phone"] = lead.phone
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else: # if partner is not on lead -> take partner phone first
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vals["partner_phone"] = partner.phone
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if lead.email_from:
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vals['partner_email'] = lead.email_from
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# create and add a specific creation message
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ticket_sudo = self.env['helpdesk.ticket'].with_context(
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mail_create_nosubscribe=True, mail_create_nolog=True
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).sudo().create(vals)
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ticket_sudo.message_post_with_source(
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'mail.message_origin_link',
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render_values={'self': ticket_sudo, 'origin': lead},
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subtype_xmlid='mail.mt_note',
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)
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# move the mail thread
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lead.message_change_thread(ticket_sudo)
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# move attachments
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attachments = self.env['ir.attachment'].search([('res_model', '=', 'crm.lead'), ('res_id', '=', lead.id)])
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attachments.sudo().write({'res_model': 'helpdesk.ticket', 'res_id': ticket_sudo.id})
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lead._message_log(body=_("Lead converted into ticket %s", ticket_sudo._get_html_link()))
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# archive the lead
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lead.action_archive()
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# return to ticket (if can see) or lead (if cannot)
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if not ticket_sudo.with_env(self.env).has_access('read'):
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return {
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'name': _('Lead Converted'),
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'view_mode': 'form',
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'res_model': lead._name,
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'type': 'ir.actions.act_window',
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'res_id': lead.id
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}
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# return the action to go to the form view of the new Ticket
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view = self.env.ref('helpdesk.helpdesk_ticket_view_form')
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return {
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'name': _('Ticket Created'),
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'view_mode': 'form',
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'view_id': view.id,
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'res_model': 'helpdesk.ticket',
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'type': 'ir.actions.act_window',
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'res_id': ticket_sudo.id,
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'context': self.env.context
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}
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