Initial commit: Crm packages

odoo-bringout-oca-ocb-crm/crm/wizard/__init__.py

@@ -0,0 +1,8 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import crm_lead_lost
+from . import crm_lead_to_opportunity
+from . import crm_lead_to_opportunity_mass
+from . import crm_merge_opportunities
+from . import crm_lead_pls_update

odoo-bringout-oca-ocb-crm/crm/wizard/crm_lead_lost.py

@@ -0,0 +1,28 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models, _
+from odoo.tools.mail import is_html_empty
+
+
+class CrmLeadLost(models.TransientModel):
+    _name = 'crm.lead.lost'
+    _description = 'Get Lost Reason'
+
+    lost_reason_id = fields.Many2one('crm.lost.reason', 'Lost Reason')
+    lost_feedback = fields.Html(
+        'Closing Note', sanitize=True
+    )
+
+    def action_lost_reason_apply(self):
+        self.ensure_one()
+        leads = self.env['crm.lead'].browse(self.env.context.get('active_ids'))
+        if not is_html_empty(self.lost_feedback):
+            leads._track_set_log_message(
+                '<div style="margin-bottom: 4px;"><p>%s:</p>%s<br /></div>' % (
+                    _('Lost Comment'),
+                    self.lost_feedback
+                )
+            )
+        res = leads.action_set_lost(lost_reason_id=self.lost_reason_id.id)
+        return res

odoo-bringout-oca-ocb-crm/crm/wizard/crm_lead_lost_views.xml

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+<?xml version="1.0"?>
+<odoo>
+        <record id="crm_lead_lost_view_form" model="ir.ui.view">
+            <field name="name">crm.lead.lost.form</field>
+            <field name="model">crm.lead.lost</field>
+            <field name="arch" type="xml">
+                <form string="Lost Reason">
+                    <group>
+                        <field name="lost_reason_id" options="{'no_create_edit': True}" />
+                    </group>
+                    <field name="lost_feedback" placeholder="What went wrong ?"/>
+                    <footer>
+                        <button name="action_lost_reason_apply" string="Submit" type="object" class="btn-primary" data-hotkey="q"/>
+                        <button string="Cancel" class="btn-secondary" special="cancel" data-hotkey="z"/>
+                    </footer>
+                </form>
+            </field>
+        </record>
+
+        <record id="crm_lead_lost_action" model="ir.actions.act_window">
+            <field name="name">Lost Reason</field>
+            <field name="type">ir.actions.act_window</field>
+            <field name="res_model">crm.lead.lost</field>
+            <field name="view_mode">form</field>
+            <field name="view_id" ref="crm_lead_lost_view_form"/>
+            <field name="target">new</field>
+            <field name="context">{
+                'dialog_size' : 'medium',
+            }</field>
+        </record>
+</odoo>

odoo-bringout-oca-ocb-crm/crm/wizard/crm_lead_pls_update.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+
+
+class CrmUpdateProbabilities(models.TransientModel):
+    _name = 'crm.lead.pls.update'
+    _description = "Update the probabilities"
+
+    def _get_default_pls_start_date(self):
+        pls_start_date_config = self.env['ir.config_parameter'].sudo().get_param('crm.pls_start_date')
+        return fields.Date.to_date(pls_start_date_config)
+
+    def _get_default_pls_fields(self):
+        pls_fields_config = self.env['ir.config_parameter'].sudo().get_param('crm.pls_fields')
+        if pls_fields_config:
+            names = pls_fields_config.split(',')
+            fields = self.env['ir.model.fields'].search([('name', 'in', names), ('model', '=', 'crm.lead')])
+            return self.env['crm.lead.scoring.frequency.field'].search([('field_id', 'in', fields.ids)])
+        else:
+            return None
+
+    pls_start_date = fields.Date(required=True, default=_get_default_pls_start_date)
+    pls_fields = fields.Many2many('crm.lead.scoring.frequency.field', default=_get_default_pls_fields)
+
+    def action_update_crm_lead_probabilities(self):
+        if self.env.user._is_admin():
+            set_param = self.env['ir.config_parameter'].sudo().set_param
+            if self.pls_fields:
+                pls_fields_str = ','.join(self.pls_fields.mapped('field_id.name'))
+                set_param('crm.pls_fields', pls_fields_str)
+            else:
+                set_param('crm.pls_fields', "")
+            set_param('crm.pls_start_date', str(self.pls_start_date))
+            self.env['crm.lead'].sudo()._cron_update_automated_probabilities()

odoo-bringout-oca-ocb-crm/crm/wizard/crm_lead_pls_update_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="crm_lead_pls_update_view_form" model="ir.ui.view">
+        <field name="name">crm.lead.pls.update.view.form</field>
+        <field name="model">crm.lead.pls.update</field>
+        <field name="arch" type="xml">
+            <form>
+                <p>
+                    The success rate is computed based on the stage, but you can add more fields in the statistical analysis.
+                </p>
+                <p>
+                    <field name="pls_fields" widget="many2many_tags" placeholder="Extra fields..."/>
+                </p>
+                <p>
+                    Consider leads created as of the: <field name="pls_start_date"/>
+                </p>
+                <footer>
+                    <button name="action_update_crm_lead_probabilities" type="object"
+                        string="Confirm" class="btn-primary" data-hotkey="q"/>
+                    <button special="cancel" data-hotkey="z" string="Cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="crm_lead_pls_update_action" model="ir.actions.act_window">
+        <field name="name">Update Probabilities</field>
+        <field name="res_model">crm.lead.pls.update</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="view_id" ref="crm_lead_pls_update_view_form"/>
+    </record>
+
+</odoo>

odoo-bringout-oca-ocb-crm/crm/wizard/crm_lead_to_opportunity.py

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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
+from odoo.exceptions import UserError
+from odoo.tools.translate import _
+
+
+class Lead2OpportunityPartner(models.TransientModel):
+    _name = 'crm.lead2opportunity.partner'
+    _description = 'Convert Lead to Opportunity (not in mass)'
+
+    @api.model
+    def default_get(self, fields):
+        """ Allow support of active_id / active_model instead of jut default_lead_id
+        to ease window action definitions, and be backward compatible. """
+        result = super(Lead2OpportunityPartner, self).default_get(fields)
+
+        if not result.get('lead_id') and self.env.context.get('active_id'):
+            result['lead_id'] = self.env.context.get('active_id')
+
+        if result.get('lead_id'):
+            if self.env['crm.lead'].browse(result['lead_id']).probability == 100:
+                raise UserError(_("Closed/Dead leads cannot be converted into opportunities."))
+
+        return result
+
+    name = fields.Selection([
+        ('convert', 'Convert to opportunity'),
+        ('merge', 'Merge with existing opportunities')
+    ], 'Conversion Action', compute='_compute_name', readonly=False, store=True, compute_sudo=False)
+    action = fields.Selection([
+        ('create', 'Create a new customer'),
+        ('exist', 'Link to an existing customer'),
+        ('nothing', 'Do not link to a customer')
+    ], string='Related Customer', compute='_compute_action', readonly=False, store=True, compute_sudo=False)
+    lead_id = fields.Many2one('crm.lead', 'Associated Lead', required=True)
+    duplicated_lead_ids = fields.Many2many(
+        'crm.lead', string='Opportunities', context={'active_test': False},
+        compute='_compute_duplicated_lead_ids', readonly=False, store=True, compute_sudo=False)
+    partner_id = fields.Many2one(
+        'res.partner', 'Customer',
+        compute='_compute_partner_id', readonly=False, store=True, compute_sudo=False)
+    user_id = fields.Many2one(
+        'res.users', 'Salesperson',
+        compute='_compute_user_id', readonly=False, store=True, compute_sudo=False)
+    team_id = fields.Many2one(
+        'crm.team', 'Sales Team',
+        compute='_compute_team_id', readonly=False, store=True, compute_sudo=False)
+    force_assignment = fields.Boolean(
+        'Force assignment', default=True,
+        help='If checked, forces salesman to be updated on updated opportunities even if already set.')
+
+    @api.depends('duplicated_lead_ids')
+    def _compute_name(self):
+        for convert in self:
+            if not convert.name:
+                convert.name = 'merge' if convert.duplicated_lead_ids and len(convert.duplicated_lead_ids) >= 2 else 'convert'
+
+    @api.depends('lead_id')
+    def _compute_action(self):
+        for convert in self:
+            if not convert.lead_id:
+                convert.action = 'nothing'
+            else:
+                partner = convert.lead_id._find_matching_partner()
+                if partner:
+                    convert.action = 'exist'
+                elif convert.lead_id.contact_name:
+                    convert.action = 'create'
+                else:
+                    convert.action = 'nothing'
+
+    @api.depends('lead_id', 'partner_id')
+    def _compute_duplicated_lead_ids(self):
+        for convert in self:
+            if not convert.lead_id:
+                convert.duplicated_lead_ids = False
+                continue
+            convert.duplicated_lead_ids = self.env['crm.lead']._get_lead_duplicates(
+                convert.partner_id,
+                convert.lead_id.partner_id.email if convert.lead_id.partner_id.email else convert.lead_id.email_from,
+                include_lost=True).ids
+
+    @api.depends('action', 'lead_id')
+    def _compute_partner_id(self):
+        for convert in self:
+            if convert.action == 'exist':
+                convert.partner_id = convert.lead_id._find_matching_partner()
+            else:
+                convert.partner_id = False
+
+    @api.depends('lead_id')
+    def _compute_user_id(self):
+        for convert in self:
+            convert.user_id = convert.lead_id.user_id if convert.lead_id.user_id else False
+
+    @api.depends('user_id')
+    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:
+                continue
+            user = convert.user_id
+            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
+
+    def action_apply(self):
+        if self.name == 'merge':
+            result_opportunity = self._action_merge()
+        else:
+            result_opportunity = self._action_convert()
+
+        return result_opportunity.redirect_lead_opportunity_view()
+
+    def _action_merge(self):
+        to_merge = self.duplicated_lead_ids
+        result_opportunity = to_merge.merge_opportunity(auto_unlink=False)
+        result_opportunity.action_unarchive()
+
+        if result_opportunity.type == "lead":
+            self._convert_and_allocate(result_opportunity, [self.user_id.id], team_id=self.team_id.id)
+        else:
+            if not result_opportunity.user_id or self.force_assignment:
+                result_opportunity.write({
+                    'user_id': self.user_id.id,
+                    'team_id': self.team_id.id,
+                })
+        if self.lead_id != result_opportunity:
+            # Prevent unwanted cascade during unlinks, keeping other operations and overrides possible
+            self.write({'lead_id': result_opportunity})
+        (to_merge - result_opportunity).sudo().unlink()
+        return result_opportunity
+
+    def _action_convert(self):
+        """ """
+        result_opportunities = self.env['crm.lead'].browse(self._context.get('active_ids', []))
+        self._convert_and_allocate(result_opportunities, [self.user_id.id], team_id=self.team_id.id)
+        return result_opportunities[0]
+
+    def _convert_and_allocate(self, leads, user_ids, team_id=False):
+        self.ensure_one()
+
+        for lead in leads:
+            if lead.active and self.action != 'nothing':
+                self._convert_handle_partner(
+                    lead, self.action, self.partner_id.id or lead.partner_id.id)
+
+            lead.convert_opportunity(lead.partner_id, user_ids=False, team_id=False)
+
+        leads_to_allocate = leads
+        if not self.force_assignment:
+            leads_to_allocate = leads_to_allocate.filtered(lambda lead: not lead.user_id)
+
+        if user_ids:
+            leads_to_allocate._handle_salesmen_assignment(user_ids, team_id=team_id)
+
+    def _convert_handle_partner(self, lead, action, partner_id):
+        # used to propagate user_id (salesman) on created partners during conversion
+        lead.with_context(default_user_id=self.user_id.id)._handle_partner_assignment(
+            force_partner_id=partner_id,
+            create_missing=(action == 'create')
+        )

odoo-bringout-oca-ocb-crm/crm/wizard/crm_lead_to_opportunity_mass.py

@@ -0,0 +1,109 @@
+# -*- 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)

odoo-bringout-oca-ocb-crm/crm/wizard/crm_lead_to_opportunity_mass_views.xml

@@ -0,0 +1,63 @@
+<?xml version="1.0"?>
+<odoo>
+    <record id="view_crm_lead2opportunity_partner_mass" model="ir.ui.view">
+        <field name="name">crm.lead2opportunity.partner.mass.form</field>
+        <field name="model">crm.lead2opportunity.partner.mass</field>
+        <field name="arch" type="xml">
+            <form string="Convert to Opportunity">
+                <field name="lead_tomerge_ids" invisible="1"/>
+                <separator string="Conversion Options"/>
+                <group>
+                    <field name="name" class="oe_inline" widget="radio"/>
+                    <field name="deduplicate" class="oe_inline"/>
+                </group>
+                <group string="Assign these opportunities to">
+                    <field name="team_id" kanban_view_ref="%(sales_team.crm_team_view_kanban)s"/>
+                    <field name="user_ids" widget="many2many_tags" domain="[('share', '=', False)]"/>
+                    <field name="force_assignment"/>
+                </group>
+                <label for="duplicated_lead_ids" string="Leads with existing duplicates (for information)" help="Leads that you selected that have duplicates. If the list is empty, it means that no duplicates were found" attrs="{'invisible': [('deduplicate', '=', False)]}"/>
+                <group attrs="{'invisible': [('deduplicate', '=', False)]}">
+                    <field name="duplicated_lead_ids" colspan="4" nolabel="1" readonly="1">
+                        <tree create="false" delete="false">
+                            <field name="create_date" widget="date"/>
+                            <field name="name"/>
+                            <field name="type"/>
+                            <field name="contact_name"/>
+                            <field name="country_id" invisible="context.get('invisible_country', True)" options="{'no_open': True, 'no_create': True}"/>
+                            <field name="email_from"/>
+                            <field name="stage_id"/>
+                            <field name="user_id"/>
+                            <field name="team_id"/>
+                        </tree>
+                    </field>
+                </group>
+                <group attrs="{'invisible': [('name', '!=', 'convert')]}" string="Customers" col="1">
+                    <field name="action" class="oe_inline" widget="radio"/>
+                    <group col="2">
+                        <field name="partner_id"
+                            widget="res_partner_many2one"
+                            attrs="{'required': [('action', '=', 'exist')], 'invisible':[('action','!=','exist')]}"
+                            context="{'show_vat': True}"
+                            class="oe_inline"/>
+                    </group>
+                </group>
+                <footer>
+                    <button string="Convert to Opportunities" name="action_mass_convert" type="object" class="btn-primary" data-hotkey="q"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel" data-hotkey="z"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_crm_send_mass_convert" model="ir.actions.act_window">
+        <field name="name">Convert to opportunities</field>
+        <field name="res_model">crm.lead2opportunity.partner.mass</field>
+        <field name="view_mode">form</field>
+        <field name="view_id" ref="view_crm_lead2opportunity_partner_mass"/>
+        <field name="target">new</field>
+        <field name="context">{}</field>
+        <field name="binding_model_id" ref="model_crm_lead"/>
+        <field name="binding_view_types">list</field>
+    </record>
+</odoo>

odoo-bringout-oca-ocb-crm/crm/wizard/crm_lead_to_opportunity_views.xml

@@ -0,0 +1,53 @@
+<?xml version="1.0"?>
+<odoo>
+    <record id="view_crm_lead2opportunity_partner" model="ir.ui.view">
+        <field name="name">crm.lead2opportunity.partner.form</field>
+        <field name="model">crm.lead2opportunity.partner</field>
+        <field name="arch" type="xml">
+            <form string="Convert to Opportunity">
+                <group name="name">
+                    <field name="name" widget="radio"/>
+                </group>
+                <group string="Assign this opportunity to">
+                    <field name="user_id" domain="[('share', '=', False)]"/>
+                    <field name="team_id" options="{'no_open': True, 'no_create': True}" kanban_view_ref="%(sales_team.crm_team_view_kanban)s"/>
+                </group>
+                <group string="Opportunities" attrs="{'invisible': [('name', '!=', 'merge')]}">
+                    <field name="lead_id" invisible="1"/>
+                    <field name="duplicated_lead_ids" colspan="2" nolabel="1">
+                        <tree>
+                            <field name="create_date" widget="date"/>
+                            <field name="name"/>
+                            <field name="type"/>
+                            <field name="contact_name"/>
+                            <field name="country_id" invisible="context.get('invisible_country', True)" options="{'no_open': True, 'no_create': True}"/>
+                            <field name="email_from"/>
+                            <field name="stage_id"/>
+                            <field name="user_id"/>
+                            <field name="team_id" kanban_view_ref="%(sales_team.crm_team_view_kanban)s"/>
+                        </tree>
+                    </field>
+                </group>
+                <group name="action" attrs="{'invisible': [('name', '!=', 'convert')]}" string="Customer" col="1">
+                    <field name="action" nolabel="1" widget="radio"/>
+                    <group col="2">
+                        <field name="partner_id" widget="res_partner_many2one" context="{'res_partner_search_mode': 'customer', 'show_vat': True}" attrs="{'required': [('action', '=', 'exist')], 'invisible':[('action','!=','exist')]}"/>
+                    </group>
+                </group>
+                <footer>
+                    <button name="action_apply" string="Create Opportunity" type="object" class="btn-primary" data-hotkey="q"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel" data-hotkey="z"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_crm_lead2opportunity_partner" model="ir.actions.act_window">
+        <field name="name">Convert to opportunity</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">crm.lead2opportunity.partner</field>
+        <field name="view_mode">form</field>
+        <field name="view_id" ref="view_crm_lead2opportunity_partner"/>
+        <field name="target">new</field>
+    </record>
+</odoo>

odoo-bringout-oca-ocb-crm/crm/wizard/crm_merge_opportunities.py

@@ -0,0 +1,56 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import api, fields, models
+
+
+class MergeOpportunity(models.TransientModel):
+    """
+        Merge opportunities together.
+        If we're talking about opportunities, it's just because it makes more sense
+        to merge opps than leads, because the leads are more ephemeral objects.
+        But since opportunities are leads, it's also possible to merge leads
+        together (resulting in a new lead), or leads and opps together (resulting
+        in a new opp).
+    """
+
+    _name = 'crm.merge.opportunity'
+    _description = 'Merge Opportunities'
+
+    @api.model
+    def default_get(self, fields):
+        """ Use active_ids from the context to fetch the leads/opps to merge.
+            In order to get merged, these leads/opps can't be in 'Dead' or 'Closed'
+        """
+        record_ids = self._context.get('active_ids')
+        result = super(MergeOpportunity, self).default_get(fields)
+
+        if record_ids:
+            if 'opportunity_ids' in fields:
+                opp_ids = self.env['crm.lead'].browse(record_ids).filtered(lambda opp: opp.probability < 100).ids
+                result['opportunity_ids'] = [(6, 0, opp_ids)]
+
+        return result
+
+    opportunity_ids = fields.Many2many('crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id', string='Leads/Opportunities')
+    user_id = fields.Many2one('res.users', 'Salesperson', domain="[('share', '=', False)]")
+    team_id = fields.Many2one(
+        'crm.team', 'Sales Team',
+        compute='_compute_team_id', readonly=False, store=True)
+
+    def action_merge(self):
+        self.ensure_one()
+        merge_opportunity = self.opportunity_ids.merge_opportunity(self.user_id.id, self.team_id.id)
+        return merge_opportunity.redirect_lead_opportunity_view()
+
+    @api.depends('user_id')
+    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 wizard in self:
+            if wizard.user_id:
+                user_in_team = False
+                if wizard.team_id:
+                    user_in_team = wizard.env['crm.team'].search_count([('id', '=', wizard.team_id.id), '|', ('user_id', '=', wizard.user_id.id), ('member_ids', '=', wizard.user_id.id)])
+                if not user_in_team:
+                    wizard.team_id = wizard.env['crm.team'].search(['|', ('user_id', '=', wizard.user_id.id), ('member_ids', '=', wizard.user_id.id)], limit=1)                    

odoo-bringout-oca-ocb-crm/crm/wizard/crm_merge_opportunities_views.xml

@@ -0,0 +1,45 @@
+<?xml version="1.0"?>
+<odoo>
+        <!-- Merge Opportunities  -->
+        <record id="merge_opportunity_form" model="ir.ui.view">
+            <field name="name">crm.merge.opportunity.form</field>
+            <field name="model">crm.merge.opportunity</field>
+            <field name="arch" type="xml">
+                <form string="Merge Leads/Opportunities">
+                    <group string="Assign opportunities to">
+                        <field name="user_id" class="oe_inline"/>
+                        <field name="team_id" class="oe_inline" kanban_view_ref="%(sales_team.crm_team_view_kanban)s"/>
+                    </group>
+                    <group string="Select Leads/Opportunities">
+                        <field name="opportunity_ids" nolabel="1">
+                            <tree>
+                                <field name="create_date"/>
+                                <field name="name"/>
+                                <field name="type"/>
+                                <field name="contact_name"/>
+                                <field name="email_from" optional="hide"/>
+                                <field name="phone" class="o_force_ltr" optional="hide"/>
+                                <field name="stage_id"/>
+                                <field name="user_id"/>
+                                <field name="team_id"/>
+                            </tree>
+                        </field>
+                    </group>
+                    <footer>
+                        <button name="action_merge" type="object" string="Merge" class="btn-primary" data-hotkey="q"/>
+                        <button string="Cancel" class="btn-secondary" special="cancel" data-hotkey="z"/>
+                    </footer>
+                </form>
+            </field>
+        </record>
+
+        <record id="action_merge_opportunities" model="ir.actions.act_window">
+            <field name="name">Merge</field>
+            <field name="res_model">crm.merge.opportunity</field>
+            <field name="view_mode">form</field>
+            <field name="target">new</field>
+            <field name="binding_model_id" ref="model_crm_lead"/>
+            <field name="binding_view_types">list</field>
+        </record>
+
+</odoo>